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
Neil Kamdar Neil Kamdar's New York Life Experience July 2006 - April 2010
Job Management Consultant Financial Services at PwC
Industry Financial Services
Experience
PwC Consulting August 2012 - Present
Yale School of Management August 2010 - May 2012
PwC Consulting June 2011 - August 2011
New York Life July 2006 - April 2010
PNC 2004 - 2004
Skills
Financial Modeling, Competitive Analysis, Data Analysis, Valuation, Strategy, Financial Analysis, Business Strategy, Market Research, Management Consulting, Analytics, Analysis, Due Diligence, Financial Services
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Strategy
New York University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Finance
PwC Consulting August 2012 - Present
Yale School of Management August 2010 - May 2012
PwC Consulting June 2011 - August 2011
New York Life July 2006 - April 2010
PNC 2004 - 2004
Skills
Financial Modeling, Competitive Analysis, Data Analysis, Valuation, Strategy, Financial Analysis, Business Strategy, Market Research, Management Consulting, Analytics, Analysis, Due Diligence, Financial Services
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Strategy
New York University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Finance
Dan Altmire Dan Altmire's New York Life Experience August 1987 - February 1998
Job Principal The Champion Agency Member of Board of Directors NAIFA GW/
Industry Insurance
Experience
Aflac Secretary/Treasurer 2015/2016NAIFA Greater Washington DCJune 2014 - Present
Aflac Champion Region April 1991 - Present
The Champion Agency™ April 1991 - Present
Your Constituent 1972 - Present
Lifetime Benefit Consultants March 1989 - March 1998
New York Life August 1987 - February 1998
Mimi Selig Homes 1979 - 1990
Ride On - Montgomery County Government March 1975 - August 1987
Barwood Cab May 1972 - April 1978
Skills
Strategic Enrollment..., Marketing Strategy, Internet Recruiting, internet marketing, Agency Lead Generation, New Business Generation, Social Media Marketing, Entrepreneurship..., Small Business Marketing, Mobile Marketing, client attraction and..., Employee Benefits, Employee Benefit..., Benefit Calibration, Agency Development, Agency Leadership, Buy-sell Agreements, Sales Management, Compensation & Benefits..., Benefits Analysis, Benefits Design, Enrollment Services, Enrollments, Client Attraction, Customer Retention, Insurance, Recruiting, Lead Generation, Leadership, Web Marketing, Advertising Agency, Training, Marketing, Management, Business Planning, Team Leadership, Accident, Disability Insurance, Public Speaking, Life Insurance, Small Business, Health Savings Accounts, Term Life Insurance, Whole Life, Health Insurance, Critical Illness, Long-term Care, Brokers, Sales, Long Term Care Insurance
Education
University of Maryland University College 1975 — 1980
Business
Montgomery College 1970 — 1974
General
Montgomery College 1971 — 1973
General Studies
University of Rochester 1969 — 1970
Poli Sci
Wheaton High School 1966 — 1969
Highland Elementary
Aflac Secretary/Treasurer 2015/2016NAIFA Greater Washington DCJune 2014 - Present
Aflac Champion Region April 1991 - Present
The Champion Agency™ April 1991 - Present
Your Constituent 1972 - Present
Lifetime Benefit Consultants March 1989 - March 1998
New York Life August 1987 - February 1998
Mimi Selig Homes 1979 - 1990
Ride On - Montgomery County Government March 1975 - August 1987
Barwood Cab May 1972 - April 1978
Skills
Strategic Enrollment..., Marketing Strategy, Internet Recruiting, internet marketing, Agency Lead Generation, New Business Generation, Social Media Marketing, Entrepreneurship..., Small Business Marketing, Mobile Marketing, client attraction and..., Employee Benefits, Employee Benefit..., Benefit Calibration, Agency Development, Agency Leadership, Buy-sell Agreements, Sales Management, Compensation & Benefits..., Benefits Analysis, Benefits Design, Enrollment Services, Enrollments, Client Attraction, Customer Retention, Insurance, Recruiting, Lead Generation, Leadership, Web Marketing, Advertising Agency, Training, Marketing, Management, Business Planning, Team Leadership, Accident, Disability Insurance, Public Speaking, Life Insurance, Small Business, Health Savings Accounts, Term Life Insurance, Whole Life, Health Insurance, Critical Illness, Long-term Care, Brokers, Sales, Long Term Care Insurance
Education
University of Maryland University College 1975 — 1980
Business
Montgomery College 1970 — 1974
General
Montgomery College 1971 — 1973
General Studies
University of Rochester 1969 — 1970
Poli Sci
Wheaton High School 1966 — 1969
Highland Elementary
Candi Wade Candi Wade's New York Life Experience 2007 - 2008
Job Time Keeper (McAbee Construction)
Industry Construction
Experience
Hargrove Engineers + Constructors December 2014 - Present
McAbee Construction April 2014 - December 2014
CB&I 2013 - 2014
The Shaw Group 2012 - 2012
Ameristar 2011 - 2012
The Children's Place 2010 - 2011
Ameristar 2008 - 2009
New York Life 2007 - 2008
Skills
Microsoft Excel, Microsoft Office XP, Microsoft Word, Microsoft Outlook, Microsoft Access, Microsoft Works, Mircosoft Power Point, JDEdwards (Time Module), LECC (Labor Expense and..., Job Time, Photoshop CS2, Micros ( server systems), Docusphere (Accounting..., JWalk (Time Module), Equential (Time Keeping..., Assure ID ( Badge..., Smart Plant (Invoice..., Macros (Server System), Digital Dining (Server..., Peer Assist..., CMS (Construction..., Infosource
Education
Mississippi College 2014 — 2016
Business Administration
Hinds Community College 2009 — 2013
Associate's Degree, General Studies
Medical 2
Certification, Phletbotomy & EKG/ECG
Hargrove Engineers + Constructors December 2014 - Present
McAbee Construction April 2014 - December 2014
CB&I 2013 - 2014
The Shaw Group 2012 - 2012
Ameristar 2011 - 2012
The Children's Place 2010 - 2011
Ameristar 2008 - 2009
New York Life 2007 - 2008
Skills
Microsoft Excel, Microsoft Office XP, Microsoft Word, Microsoft Outlook, Microsoft Access, Microsoft Works, Mircosoft Power Point, JDEdwards (Time Module), LECC (Labor Expense and..., Job Time, Photoshop CS2, Micros ( server systems), Docusphere (Accounting..., JWalk (Time Module), Equential (Time Keeping..., Assure ID ( Badge..., Smart Plant (Invoice..., Macros (Server System), Digital Dining (Server..., Peer Assist..., CMS (Construction..., Infosource
Education
Mississippi College 2014 — 2016
Business Administration
Hinds Community College 2009 — 2013
Associate's Degree, General Studies
Medical 2
Certification, Phletbotomy & EKG/ECG
Cam McElhany Cam McElhany's New York Life Experience January 2009 - September 2012
Job College Planning Specialist and Financial Advisor
Industry Financial Services
Experience
JP Turner & Company, LLC April 2014 - Present
Merrill Lynch October 2012 - March 2014
Wrestlers In Business 2014 - 2014
Athletes in Action Wrestling August 2005 - 2013
New York Life January 2009 - September 2012
Athletes in Action Wrestling August 2005 - February 2009
Campus Crusade for Christ June 1996 - May 2005
Skills
Helping donors transfer..., Developing non profit..., coaching youth wrestling, Planned Giving, Non-profits, Coaching, Fixed Annuities, Program Management, Long-term Care, Retirement Planning, Estate Planning, Fundraising, Public Speaking, Insurance, Strategic Financial..., Leadership Development, Life Insurance, Finance, Mutual Funds, Small Business, Training, Retirement, Long Term Care Insurance, Nonprofits, IRAs, Financial Advisory, Employee Benefits, Team Building, Recruiting, Wealth Management, Investments, Financial Planning, Financial Services
Education
Minnesota State University, Mankato 1988 — 1990
BS, Education
University of MN Morris 1985 — 1988
Health and Physical Education
Watertown High School
JP Turner & Company, LLC April 2014 - Present
Merrill Lynch October 2012 - March 2014
Wrestlers In Business 2014 - 2014
Athletes in Action Wrestling August 2005 - 2013
New York Life January 2009 - September 2012
Athletes in Action Wrestling August 2005 - February 2009
Campus Crusade for Christ June 1996 - May 2005
Skills
Helping donors transfer..., Developing non profit..., coaching youth wrestling, Planned Giving, Non-profits, Coaching, Fixed Annuities, Program Management, Long-term Care, Retirement Planning, Estate Planning, Fundraising, Public Speaking, Insurance, Strategic Financial..., Leadership Development, Life Insurance, Finance, Mutual Funds, Small Business, Training, Retirement, Long Term Care Insurance, Nonprofits, IRAs, Financial Advisory, Employee Benefits, Team Building, Recruiting, Wealth Management, Investments, Financial Planning, Financial Services
Education
Minnesota State University, Mankato 1988 — 1990
BS, Education
University of MN Morris 1985 — 1988
Health and Physical Education
Watertown High School
B. Keo Chang B. Keo Chang's New York Life Experience April 2002 - February 2009
Job 2nd Year Fulltime MBA Candidate with Finance Focus at the University of Saint Thomas
Industry Financial Services
Experience
Basic Animal Rescue Training January 2015 - May 2015
Cargill 2015 - 2015
Hmong American Partnership, Inc. September 2013 - September 2014
Mahoney Ulbrich Christiansen Russ P.A. January 2013 - March 2013
Liberty Tax Service January 2011 - August 2011
US Census Bureau September 2009 - July 2010
US Census Bureau June 2009 - September 2009
New York Life April 2002 - February 2009
New York Life June 2005 - March 2008
Skills
Word, Excel, Access, PowerPoint, Sales Management, Sales Coach, Toastmasters, Sales, Microsoft Excel, Microsoft Word, Training, Leadership Development, Management, Microsoft Office, Process Improvement, Public Speaking, Community Outreach, Project Management, Budgets, Leadership, Nonprofits, Customer Service, Strategy, Program Management, Research, Analysis, Strategic Planning, Event Planning, Finance, Consulting
Education
University of St. Thomas 2014 — 2016
Master of Business Administration (M.B.A.)
Metropolitan State University 2010 — 2013
BS
Leadership St. Paul 2009 — 2009
University of Minnesota-Twin Cities 1995 — 1998
BA
Basic Animal Rescue Training January 2015 - May 2015
Cargill 2015 - 2015
Hmong American Partnership, Inc. September 2013 - September 2014
Mahoney Ulbrich Christiansen Russ P.A. January 2013 - March 2013
Liberty Tax Service January 2011 - August 2011
US Census Bureau September 2009 - July 2010
US Census Bureau June 2009 - September 2009
New York Life April 2002 - February 2009
New York Life June 2005 - March 2008
Skills
Word, Excel, Access, PowerPoint, Sales Management, Sales Coach, Toastmasters, Sales, Microsoft Excel, Microsoft Word, Training, Leadership Development, Management, Microsoft Office, Process Improvement, Public Speaking, Community Outreach, Project Management, Budgets, Leadership, Nonprofits, Customer Service, Strategy, Program Management, Research, Analysis, Strategic Planning, Event Planning, Finance, Consulting
Education
University of St. Thomas 2014 — 2016
Master of Business Administration (M.B.A.)
Metropolitan State University 2010 — 2013
BS
Leadership St. Paul 2009 — 2009
University of Minnesota-Twin Cities 1995 — 1998
BA
Donovan Scioneaux's New York Life Experience March 2002 - September 2002
Job Area Sales Manager
Industry Telecommunications
Experience
C Spire Business Solutions December 2012 - Present
BP - Gulf Coast Restoration Organization April 2010 - July 2012
Verizon Wireless March 2009 - October 2009
Alltel Wireless February 2003 - March 2009
Alltel Wireless February 2003 - February 2006
Network Telephone September 2002 - January 2003
New York Life March 2002 - September 2002
USA Mobility January 1998 - September 2001
Wireless One Inc May 1996 - January 1997
GUARANTEE BROADCASTING, KCIL January 1993 - January 1996
Skills
Sales Management, Sales, Team Building, Coaching, B2B, Management, Leadership, Sales Operations, Training, Cold Calling, Process Improvement, Sales Process, Customer Service, Wireless, Recruiting, Selling, Solution Selling, Account Management, Marketing, Direct Sales, New Business Development, Customer Relations, Leadership Development, Inventory Management, Microsoft Office, Disaster Response, Incident Command, Logistics, Customer Satisfaction, Emergency Spill Response, Analysis, Procurement, Strategic Planning, Operations Management, Telecommunications, Cellular Communications, Contract Negotiation, Mobile Devices
Education
Nicholls State University 1985 — 1992
Bachelor of Arts
St. James High School 1981 — 1985
C Spire Business Solutions December 2012 - Present
BP - Gulf Coast Restoration Organization April 2010 - July 2012
Verizon Wireless March 2009 - October 2009
Alltel Wireless February 2003 - March 2009
Alltel Wireless February 2003 - February 2006
Network Telephone September 2002 - January 2003
New York Life March 2002 - September 2002
USA Mobility January 1998 - September 2001
Wireless One Inc May 1996 - January 1997
GUARANTEE BROADCASTING, KCIL January 1993 - January 1996
Skills
Sales Management, Sales, Team Building, Coaching, B2B, Management, Leadership, Sales Operations, Training, Cold Calling, Process Improvement, Sales Process, Customer Service, Wireless, Recruiting, Selling, Solution Selling, Account Management, Marketing, Direct Sales, New Business Development, Customer Relations, Leadership Development, Inventory Management, Microsoft Office, Disaster Response, Incident Command, Logistics, Customer Satisfaction, Emergency Spill Response, Analysis, Procurement, Strategic Planning, Operations Management, Telecommunications, Cellular Communications, Contract Negotiation, Mobile Devices
Education
Nicholls State University 1985 — 1992
Bachelor of Arts
St. James High School 1981 — 1985
Christian Misa Christian Misa's New York Life Experience June 2007 - July 2010
Job Partner at Directional Benefits
Industry Financial Services
Experience
Directional Benefits January 2015 - Present
Misa Financial January 2011 - January 2015
New York Life June 2007 - July 2010
Gap Inc. June 2004 - June 2007
Skills
Insurance, Life Insurance, Long-term Care, Fixed Annuities, Disability Insurance, Term Life Insurance, Estate Planning, Whole Life, Long Term Care Insurance, Health Insurance, Universal Life, Sales, Small Business, Finance, Employee Benefits
Education
Montclair State University 2003 — 2007
BA, Marketing
Boonton High School 1999 — 2003
Directional Benefits January 2015 - Present
Misa Financial January 2011 - January 2015
New York Life June 2007 - July 2010
Gap Inc. June 2004 - June 2007
Skills
Insurance, Life Insurance, Long-term Care, Fixed Annuities, Disability Insurance, Term Life Insurance, Estate Planning, Whole Life, Long Term Care Insurance, Health Insurance, Universal Life, Sales, Small Business, Finance, Employee Benefits
Education
Montclair State University 2003 — 2007
BA, Marketing
Boonton High School 1999 — 2003
Candice Vaughn Candice Vaughn's New York Life Experience September 2009 - March 2010
Job Creative Producer at Independent Producer
Industry Entertainment
Experience
Independent Producer October 2014 - Present
New York University August 2013 - December 2013
SRQ Photo January 2007 - August 2010
New York Life September 2009 - March 2010
Skills
Social Media, Producing, Film Production, Creative Writing, Editing, Final Cut Pro, Film, Management, Public Speaking, Research, Screenwriting, Video Editing, Television, Video Production, Microsoft Office
Education
New York University 2010 — 2015
Master of Fine Arts (M.F.A.), Producing/Directing, Film and Television Production
New College of Florida 2004 — 2007
Bachelor of Arts (B.A.), Theatre/Theater, 3.75
Independent Producer October 2014 - Present
New York University August 2013 - December 2013
SRQ Photo January 2007 - August 2010
New York Life September 2009 - March 2010
Skills
Social Media, Producing, Film Production, Creative Writing, Editing, Final Cut Pro, Film, Management, Public Speaking, Research, Screenwriting, Video Editing, Television, Video Production, Microsoft Office
Education
New York University 2010 — 2015
Master of Fine Arts (M.F.A.), Producing/Directing, Film and Television Production
New College of Florida 2004 — 2007
Bachelor of Arts (B.A.), Theatre/Theater, 3.75
Clint Carver's New York Life Experience August 2006 - October 2012
Job Director of Sales Louisiana at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2012 - Present
New York Life August 2006 - October 2012
Ole Miss June 2000 - June 2004
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Retirement, Customer Service, Brokers
Education
McNeese State University 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice, 3.89 Final GPA
Principal Financial Group October 2012 - Present
New York Life August 2006 - October 2012
Ole Miss June 2000 - June 2004
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Retirement, Customer Service, Brokers
Education
McNeese State University 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice, 3.89 Final GPA
Dana Berman Dana Berman's New York Life Experience December 1996 - August 1997
Job Program Attorney at Practising Law Institute (PLI)
Industry Legal Services
Experience
Practising Law Institute (PLI) February 2015 - Present
New York City Bar November 2002 - January 2015
NYCID February 2000 - November 2002
Carrieri and Carrieri, PC August 1997 - January 2000
New York Life December 1996 - August 1997
Skills
Mediation, Alternative Dispute..., Litigation, Courts, Family Law, Civil Litigation, Community Outreach, Non-profits, Legal Writing, Legal Research, Nonprofits, Dispute Resolution, Conflict Resolution, Trials
Education
Hofstra University School of Law 1993 — 1996
Juris Doctor
University at Albany, SUNY 1989 — 1993
BA, Psychology/English
Practising Law Institute (PLI) February 2015 - Present
New York City Bar November 2002 - January 2015
NYCID February 2000 - November 2002
Carrieri and Carrieri, PC August 1997 - January 2000
New York Life December 1996 - August 1997
Skills
Mediation, Alternative Dispute..., Litigation, Courts, Family Law, Civil Litigation, Community Outreach, Non-profits, Legal Writing, Legal Research, Nonprofits, Dispute Resolution, Conflict Resolution, Trials
Education
Hofstra University School of Law 1993 — 1996
Juris Doctor
University at Albany, SUNY 1989 — 1993
BA, Psychology/English
John D. Lawrence, LUTCF Partner with New York Life's New York Life Experience April 2009 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life April 2009 - Present
Toastmasters "Leaders In Action" 2005 - 2013
Nady Sports June 2005 - July 2010
NYLIFE Securities LLC March 2005 - March 2009
San Leandro High School March 2006 - December 2008
Menlo College Football Team February 2005 - December 2005
Skills
College Recruiting, Financial Recruiting, Interviewing, Recruiting, Training, Communication, Time Management, Multi-tasking Skills, Thought Leadership, Life Insurance, Business Planning, Leadership, Insurance, Retirement, Retirement Planning, Leadership Development, Coaching, 401k, Analysis, Disability Insurance, Estate Planning, Executive Coaching, Finance, Financial Planners, Fixed Annuities, IRAs, Interviews, Long-term Care, Organizational..., Public Speaking, Sales, Sales Management, Selling, Small Business, Social Networking, Strategic Planning, Strategy, Team Building, Teamwork, Term Life Insurance, Financial Planning
Education
Menlo College 2002 — 2005
B.S., Business with concentration on Sports Management
San Leandro High School 1996 — 2005
Diploma
Laney Jr. College 2000 — 2002
AA, General Education
New York Life April 2009 - Present
Toastmasters "Leaders In Action" 2005 - 2013
Nady Sports June 2005 - July 2010
NYLIFE Securities LLC March 2005 - March 2009
San Leandro High School March 2006 - December 2008
Menlo College Football Team February 2005 - December 2005
Skills
College Recruiting, Financial Recruiting, Interviewing, Recruiting, Training, Communication, Time Management, Multi-tasking Skills, Thought Leadership, Life Insurance, Business Planning, Leadership, Insurance, Retirement, Retirement Planning, Leadership Development, Coaching, 401k, Analysis, Disability Insurance, Estate Planning, Executive Coaching, Finance, Financial Planners, Fixed Annuities, IRAs, Interviews, Long-term Care, Organizational..., Public Speaking, Sales, Sales Management, Selling, Small Business, Social Networking, Strategic Planning, Strategy, Team Building, Teamwork, Term Life Insurance, Financial Planning
Education
Menlo College 2002 — 2005
B.S., Business with concentration on Sports Management
San Leandro High School 1996 — 2005
Diploma
Laney Jr. College 2000 — 2002
AA, General Education
Dan Stegbauer's New York Life Experience December 2007 - September 2008
Job Manager, Business Development at Spectrum Health
Industry Hospital & Health Care
Experience
Spectrum Health February 2015 - Present
Loyola University Health System August 2013 - February 2015
Northwestern Memorial Hospital April 2011 - July 2013
Northwestern Memorial Hospital October 2009 - April 2011
Evangelical Covenant Church September 2008 - October 2009
New York Life December 2007 - September 2008
Countrywide Home Loans March 2007 - December 2007
New Century Mortgage March 2003 - March 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Budgeting, Strategic Planning, Business Strategy, Business Development, Business Analysis, Pro Forma Development, Program Management, Healthcare, Market Research, Strategy, Data Analysis, Project Management, Analysis, Process Improvement, Access, Business Planning, Competitive Analysis, PowerPoint
Education
North Park University 2006 — 2009
MBA, Certificate in Finance
North Park University 1998 — 2002
B.S., Finance
Spectrum Health February 2015 - Present
Loyola University Health System August 2013 - February 2015
Northwestern Memorial Hospital April 2011 - July 2013
Northwestern Memorial Hospital October 2009 - April 2011
Evangelical Covenant Church September 2008 - October 2009
New York Life December 2007 - September 2008
Countrywide Home Loans March 2007 - December 2007
New Century Mortgage March 2003 - March 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Budgeting, Strategic Planning, Business Strategy, Business Development, Business Analysis, Pro Forma Development, Program Management, Healthcare, Market Research, Strategy, Data Analysis, Project Management, Analysis, Process Improvement, Access, Business Planning, Competitive Analysis, PowerPoint
Education
North Park University 2006 — 2009
MBA, Certificate in Finance
North Park University 1998 — 2002
B.S., Finance
Ismenia Moquete, Esq. Ismenia Moquete, Esq.'s New York Life Experience September 2007 - August 2011
Job Senior Compliance Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Law Practice
Experience
Consumer Financial Protection Bureau January 2014 - April 2014
Stuart Smith H. Law Clinic Criminal Prosecution August 2013 - December 2013
State of New Jersey Office of the Attorney General June 2013 - August 2013
Supreme Court of the State of New York May 2012 - July 2012
New York Life September 2007 - August 2011
PNC 2005 - 2007
IDT Corporation September 2005 - September 2006
Education
Loyola University New Orleans School of Law 2011 — 2014
JD, Law
Montclair State University 2003 — 2007
B.S., Finance
Consumer Financial Protection Bureau January 2014 - April 2014
Stuart Smith H. Law Clinic Criminal Prosecution August 2013 - December 2013
State of New Jersey Office of the Attorney General June 2013 - August 2013
Supreme Court of the State of New York May 2012 - July 2012
New York Life September 2007 - August 2011
PNC 2005 - 2007
IDT Corporation September 2005 - September 2006
Education
Loyola University New Orleans School of Law 2011 — 2014
JD, Law
Montclair State University 2003 — 2007
B.S., Finance
Janice Styles-Hall Janice Styles-Hall's New York Life Experience 2002 - 2004
Job Real Estate Broker
Industry Real Estate
Experience
Coldwell Banker Prime Properties September 2009 - Present
Women's Council of Realtors January 2009 - January 2010
Weichert Realtors Northeast Group November 2007 - September 2009
JP Morgan Chase 2005 - 2007
New York Life 2002 - 2004
Xerox 1994 - 2002
Sun Microsystems 1989 - 1994
Skills
Real Estate, First Time Home Buyers, Condos, Relocation, Social Networking, Residential Homes, REO, Business Strategy, Selling, Sellers, Public Relations, Buyer Representation, Strategy, Referrals, Customer Service, Investment Properties, New Home Sales, Marketing, Foreclosures, Short Sales, Public Speaking, Real Estate Transactions
Education
Northeastern University 1970 — 1972
MSEE, Electrical Engineering
The Sage Colleges - Russell Sage College 1964 — 1968
BA, Mathematics
Coldwell Banker Prime Properties September 2009 - Present
Women's Council of Realtors January 2009 - January 2010
Weichert Realtors Northeast Group November 2007 - September 2009
JP Morgan Chase 2005 - 2007
New York Life 2002 - 2004
Xerox 1994 - 2002
Sun Microsystems 1989 - 1994
Skills
Real Estate, First Time Home Buyers, Condos, Relocation, Social Networking, Residential Homes, REO, Business Strategy, Selling, Sellers, Public Relations, Buyer Representation, Strategy, Referrals, Customer Service, Investment Properties, New Home Sales, Marketing, Foreclosures, Short Sales, Public Speaking, Real Estate Transactions
Education
Northeastern University 1970 — 1972
MSEE, Electrical Engineering
The Sage Colleges - Russell Sage College 1964 — 1968
BA, Mathematics
Jonas Altidor Jonas Altidor's New York Life Experience 2009 - July 2010
Job Insurance Agent at Combined Insurance
Industry Insurance
Experience
Buffett Senior Healthcare September 2013 - Present
Combined Insurance May 2012 - Present
Citizens Bank 2002 - 2014
Citizens Bank 2002 - 2014
Citizens Bank 2002 - 2014
OneAmerica June 2011 - December 2011
New York Life 2009 - July 2010
New York Life 2009 - 2010
Skills
French, Haitian Creole, Term Life Insurance, Retirement, Fixed Annuities, Life Insurance, Health Insurance, Series 6, Financial Planners, Whole Life, Long Term Care Insurance, Universal Life, IRAs, Employee Benefits, Retirement Planning, Long-term Care, Insurance, Disability Insurance, 401k, Critical Illness
Education
Northeastern University 1995 — 1999
Bachelor's degree, Economics, 2.0
Buffett Senior Healthcare September 2013 - Present
Combined Insurance May 2012 - Present
Citizens Bank 2002 - 2014
Citizens Bank 2002 - 2014
Citizens Bank 2002 - 2014
OneAmerica June 2011 - December 2011
New York Life 2009 - July 2010
New York Life 2009 - 2010
Skills
French, Haitian Creole, Term Life Insurance, Retirement, Fixed Annuities, Life Insurance, Health Insurance, Series 6, Financial Planners, Whole Life, Long Term Care Insurance, Universal Life, IRAs, Employee Benefits, Retirement Planning, Long-term Care, Insurance, Disability Insurance, 401k, Critical Illness
Education
Northeastern University 1995 — 1999
Bachelor's degree, Economics, 2.0
Karen Brown Josephson Karen Brown Josephson's New York Life Experience October 2001 - February 2009
Job Vice President Sr. Wealth Planner, Wells Fargo Private Bank
Industry Financial Services
Experience
New York Life October 2001 - February 2009
Protective Life Insurance Co July 2000 - October 2001
Hoover, Evans & Turner, P.C. June 1997 - July 2000
Gorham & Waldrep, P.C. 1992 - 1997
Education
New York University School of Law 1991 — 1992
LL.M. Taxation
Samford University, Cumberland School of Law 1987 — 1990
Doctor of Law (J.D.)
University of Southern Mississippi 1986 — 1987
Master of Professional Accountancy
University of Southern Mississippi 1981 — 1986
B.S., Accounting
New York Life October 2001 - February 2009
Protective Life Insurance Co July 2000 - October 2001
Hoover, Evans & Turner, P.C. June 1997 - July 2000
Gorham & Waldrep, P.C. 1992 - 1997
Education
New York University School of Law 1991 — 1992
LL.M. Taxation
Samford University, Cumberland School of Law 1987 — 1990
Doctor of Law (J.D.)
University of Southern Mississippi 1986 — 1987
Master of Professional Accountancy
University of Southern Mississippi 1981 — 1986
B.S., Accounting
Salvatore Farina, MSM, CLU, ChFC, CLF's New York Life Experience January 1991 - May 1993
Job Senior Vice President Agency Management Consultant
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2001 - Present
New York Life Insurance Company January 1999 - December 2001
New York Life Insurance Company May 1993 - December 1998
New york life January 1991 - May 1993
New york life October 1987 - January 1991
New York Life Insurance Company October 1985 - October 1987
Skills
Management Development, Fixed Annuities, Leadership Development, Life Insurance, Referrals, Insurance, Succession Planning, Coaching, Team Building, Public Speaking, Sales Presentations, Recruiting, Retirement Planning, Sales Management, Leadership, Retirement, Financial Services, Whole Life, Wealth Management, Wealth Accumulation, Wealth, Variable Annuities, Strategic Financial..., Term Life Insurance, Training, Universal Life, 401k, 401k Rollovers, Asset Allocation, Business Planning, Buy-sell Agreements, Disability Insurance, Employee Benefits, Estate Planning, Financial Advisory, Financial Planners, Financial Planning, IRAs, Investment Advisory, Investments, Long Term Care Insurance, Long-term Care, Marketing, Mutual Funds, Personal Finance, Risk Management, Roth IRA, Sales, Securities, Series 6
Education
The American College 1985 — 2007
Master of Science (MS), Management & Leadership
NYIT 1973 — 1977
Bachelor's degree, Marketing/Marketing Management, General
Half Hollow Hills 1970 — 1972
High School Regents Diploma
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2001 - Present
New York Life Insurance Company January 1999 - December 2001
New York Life Insurance Company May 1993 - December 1998
New york life January 1991 - May 1993
New york life October 1987 - January 1991
New York Life Insurance Company October 1985 - October 1987
Skills
Management Development, Fixed Annuities, Leadership Development, Life Insurance, Referrals, Insurance, Succession Planning, Coaching, Team Building, Public Speaking, Sales Presentations, Recruiting, Retirement Planning, Sales Management, Leadership, Retirement, Financial Services, Whole Life, Wealth Management, Wealth Accumulation, Wealth, Variable Annuities, Strategic Financial..., Term Life Insurance, Training, Universal Life, 401k, 401k Rollovers, Asset Allocation, Business Planning, Buy-sell Agreements, Disability Insurance, Employee Benefits, Estate Planning, Financial Advisory, Financial Planners, Financial Planning, IRAs, Investment Advisory, Investments, Long Term Care Insurance, Long-term Care, Marketing, Mutual Funds, Personal Finance, Risk Management, Roth IRA, Sales, Securities, Series 6
Education
The American College 1985 — 2007
Master of Science (MS), Management & Leadership
NYIT 1973 — 1977
Bachelor's degree, Marketing/Marketing Management, General
Half Hollow Hills 1970 — 1972
High School Regents Diploma
Anthony Berrios, CITAM, ITIL Anthony Berrios, CITAM, ITIL's New York Life Experience 1997 - 2000
Job IT Asset Manager at Altria
Industry Consumer Goods
Experience
Altria February 2013 - Present
Skanska November 2008 - March 2013
Skanska USA November 2005 - November 2008
Glaxo Smith Kline 2001 - 2003
Mainstay Funds 1997 - 2000
New York Life 1997 - 2000
Skills
Process Improvement, Troubleshooting, Project Management, Project Planning, Vendor Management, Customer Service, Customer Satisfaction, IT Management, Management, Change Management, Team Leadership, Leadership, Cross-functional Team..., Account Management, Software Documentation, Program Management, Business Analysis
Education
New Jersey City University 1993 — 1998
Bachelor of Arts (B.A.), Psychology
Altria February 2013 - Present
Skanska November 2008 - March 2013
Skanska USA November 2005 - November 2008
Glaxo Smith Kline 2001 - 2003
Mainstay Funds 1997 - 2000
New York Life 1997 - 2000
Skills
Process Improvement, Troubleshooting, Project Management, Project Planning, Vendor Management, Customer Service, Customer Satisfaction, IT Management, Management, Change Management, Team Leadership, Leadership, Cross-functional Team..., Account Management, Software Documentation, Program Management, Business Analysis
Education
New Jersey City University 1993 — 1998
Bachelor of Arts (B.A.), Psychology
Terry R Vasquez Terry R Vasquez's New York Life Experience August 2014 - July 2015
Job Centennial State Financial / MetLife Premier Client Group Financial Services Representative
Industry Defense & Space
Experience
Centennial State Financial / MetLife Premier Client Group August 2015 - Present
New York Life August 2014 - July 2015
Business Analytics Strategies October 2010 - August 2014
US Army July 2007 - October 2010
US Army August 2005 - July 2007
US Army May 2003 - August 2005
US Army May 2002 - May 2003
US Army October 1998 - April 2002
US Army August 1996 - October 1998
Louisiana State University - US Army June 1993 - August 1996
Skills
Army, Command, Force Protection, Military, Development and..., Interpersonal Sills, Strategic Planning, Strtegic Missile..., Operations, Operations Management, Operational Planning, Homeland Security, Intelligence, Defense Industry, Leadership, Government, Defense, Defence, NATO, Interpersonal Skill, Missile Defense, Top Secret, DoD, Security Clearance, Combat, Interagency Coordination, Air Force, Special Operations, Military Operations, National Security, Exercises, Tactics, Military Experience, Intelligence Analysis, Counterinsurgency, Weapons, Military Training, Information Assurance, Counterterrorism, Government Contracting, Military Logistics, Organizational..., Afghanistan, Reconnaissance, SIGINT, Aviation, Navy, Emergency Management, Security+, Electronic Warfare
Education
Webster University 1997 — 1998
Master's degree, Management, Graduate
New Mexico Highlands University 1982 — 1987
Bachelor of Science (BS), Industrial Technology, Graduate
Centennial State Financial / MetLife Premier Client Group August 2015 - Present
New York Life August 2014 - July 2015
Business Analytics Strategies October 2010 - August 2014
US Army July 2007 - October 2010
US Army August 2005 - July 2007
US Army May 2003 - August 2005
US Army May 2002 - May 2003
US Army October 1998 - April 2002
US Army August 1996 - October 1998
Louisiana State University - US Army June 1993 - August 1996
Skills
Army, Command, Force Protection, Military, Development and..., Interpersonal Sills, Strategic Planning, Strtegic Missile..., Operations, Operations Management, Operational Planning, Homeland Security, Intelligence, Defense Industry, Leadership, Government, Defense, Defence, NATO, Interpersonal Skill, Missile Defense, Top Secret, DoD, Security Clearance, Combat, Interagency Coordination, Air Force, Special Operations, Military Operations, National Security, Exercises, Tactics, Military Experience, Intelligence Analysis, Counterinsurgency, Weapons, Military Training, Information Assurance, Counterterrorism, Government Contracting, Military Logistics, Organizational..., Afghanistan, Reconnaissance, SIGINT, Aviation, Navy, Emergency Management, Security+, Electronic Warfare
Education
Webster University 1997 — 1998
Master's degree, Management, Graduate
New Mexico Highlands University 1982 — 1987
Bachelor of Science (BS), Industrial Technology, Graduate
Frank D'Onofrio, PMP Frank D'Onofrio, PMP's New York Life Experience May 2008 - January 2009
Job Senior Technical Project Manager at Xerox
Industry Information Technology and Services
Experience
Xerox April 2015 - Present
MDSTAT, LLC October 2001 - Present
Landmark Education September 2000 - Present
The Depository Trust & Clearing Corporation June 2014 - March 2015
Webfones February 2010 - January 2013
Independence Blue Cross April 2012 - November 2012
JP Morgan Chase 2011 - 2011
New York Life May 2008 - January 2009
CSC October 2007 - May 2008
VWR 2008 - 2008
Skills
Cross-functional Team..., Program Management, Leadership, Management, Business Intelligence, Project Management, Change Management, Team Building, SharePoint, Start-ups, Information Technology, SDLC, PMP, Entrepreneurship, PMO, Consulting, Negotiation, Enterprise Software, Team Management, Business Analysis, Strategic Planning, Vendor Management, Business Development, Process Improvement, Integration, Requirements Analysis, Business Process..., IT Strategy, Strategy, Training, Software Project..., CRM, ERP, Management Consulting
Education
State University of New York Empire State College 2000 — 2013
Bachelor of Science (B.S.), Major: Business / Economincs Minor: Information Technology, GPA 3.97
New York University 1978 — 1980
Landmark Education 1985 — 2013
ST. Raymond's Boys High School 1974 — 1978
Academic
Xerox April 2015 - Present
MDSTAT, LLC October 2001 - Present
Landmark Education September 2000 - Present
The Depository Trust & Clearing Corporation June 2014 - March 2015
Webfones February 2010 - January 2013
Independence Blue Cross April 2012 - November 2012
JP Morgan Chase 2011 - 2011
New York Life May 2008 - January 2009
CSC October 2007 - May 2008
VWR 2008 - 2008
Skills
Cross-functional Team..., Program Management, Leadership, Management, Business Intelligence, Project Management, Change Management, Team Building, SharePoint, Start-ups, Information Technology, SDLC, PMP, Entrepreneurship, PMO, Consulting, Negotiation, Enterprise Software, Team Management, Business Analysis, Strategic Planning, Vendor Management, Business Development, Process Improvement, Integration, Requirements Analysis, Business Process..., IT Strategy, Strategy, Training, Software Project..., CRM, ERP, Management Consulting
Education
State University of New York Empire State College 2000 — 2013
Bachelor of Science (B.S.), Major: Business / Economincs Minor: Information Technology, GPA 3.97
New York University 1978 — 1980
Landmark Education 1985 — 2013
ST. Raymond's Boys High School 1974 — 1978
Academic
Walter Boyd Walter Boyd's New York Life Experience June 2007 - December 2011
Job Board President at Greenfield YMCA
Industry Insurance
Experience
Greenfield YMCA June 2014 - Present
AIG Benefit Solutions May 2014 - Present
Pennmutual January 2012 - October 2013
New York Life June 2007 - December 2011
MassMutual June 2001 - May 2007
Phoenix 1978 - 2001
Skills
Claim, Litigation Management, Life Insurance, Claims Management, Insurance, Reinsurance, Claim Investigation, Disability Insurance, Litigation, Financial Risk, Liability, Workers Compensation, Claims Handling, Long-term Care, Insurance Law, Internal Investigations, Health Insurance, Property & Casualty..., Brokers, Professional Liability, Accident, Legal Liability, Fixed Annuities, Commercial Insurance, Fraud, Medicare, Employee Benefits, Risk Management, Underwriting, Securities, Financial Services, Casualty, ERISA, Term Life Insurance, Long Term Care Insurance, General Insurance, Commercial Lines, Enterprise Risk..., Change Management, Insurance Brokerage, Retirement, Liability Analysis, Subrogation, Claims Resolution, Whole Life, Employment Practices..., Workers' Compensation..., Product Liability, Actuarial Science, Investigation
Education
Western New England College School of Law 1975 — 1978
Juris Doctor
Northeastern University
Mater Dei HS
Greenfield YMCA June 2014 - Present
AIG Benefit Solutions May 2014 - Present
Pennmutual January 2012 - October 2013
New York Life June 2007 - December 2011
MassMutual June 2001 - May 2007
Phoenix 1978 - 2001
Skills
Claim, Litigation Management, Life Insurance, Claims Management, Insurance, Reinsurance, Claim Investigation, Disability Insurance, Litigation, Financial Risk, Liability, Workers Compensation, Claims Handling, Long-term Care, Insurance Law, Internal Investigations, Health Insurance, Property & Casualty..., Brokers, Professional Liability, Accident, Legal Liability, Fixed Annuities, Commercial Insurance, Fraud, Medicare, Employee Benefits, Risk Management, Underwriting, Securities, Financial Services, Casualty, ERISA, Term Life Insurance, Long Term Care Insurance, General Insurance, Commercial Lines, Enterprise Risk..., Change Management, Insurance Brokerage, Retirement, Liability Analysis, Subrogation, Claims Resolution, Whole Life, Employment Practices..., Workers' Compensation..., Product Liability, Actuarial Science, Investigation
Education
Western New England College School of Law 1975 — 1978
Juris Doctor
Northeastern University
Mater Dei HS
David Benjamin David Benjamin's New York Life Experience July 2009 - Present
Job Corporate Vice President , Web Strategy
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life July 2009 - Present
MetLife 2007 - 2009
MetLife 1997 - 2007
Clifford Chance LLP 1997 - 1999
Digital Equipment DEC 1986 - 1995
Skills
Enterprise Content..., Web Content Management, Document Management, Vendor Management, Knowledge Management, Project Management, Records Management, SDLC, Enterprise Architecture, Business Analysis, IT Strategy, Requirements Analysis, Software Project..., Visio, Program Management, Document Automation, Marketing Resource..., Strategic Planning, Leadership, CRM, Software Development, Integration, Strategy, Competitive Analysis, Training, Management, Enterprise Software, Business Process, Project Portfolio..., Analytics, Solution Architecture, Team Building, MRM, IT Management
Education
New York University
Computer Science
State University of New York at Albany
BS Business Administration, Management Science
New York Life Insurance Company September 2012 - Present
New York Life July 2009 - Present
MetLife 2007 - 2009
MetLife 1997 - 2007
Clifford Chance LLP 1997 - 1999
Digital Equipment DEC 1986 - 1995
Skills
Enterprise Content..., Web Content Management, Document Management, Vendor Management, Knowledge Management, Project Management, Records Management, SDLC, Enterprise Architecture, Business Analysis, IT Strategy, Requirements Analysis, Software Project..., Visio, Program Management, Document Automation, Marketing Resource..., Strategic Planning, Leadership, CRM, Software Development, Integration, Strategy, Competitive Analysis, Training, Management, Enterprise Software, Business Process, Project Portfolio..., Analytics, Solution Architecture, Team Building, MRM, IT Management
Education
New York University
Computer Science
State University of New York at Albany
BS Business Administration, Management Science
Tom Pease Tom Pease's New York Life Experience 1993 - 1997
Job Commercial FleetLease Sales at Manheim
Industry Marketing and Advertising
Experience
Cox Enterprises - Manheim May 2011 - Present
Cox Enterprises - Manheim June 2010 - May 2011
Consumer Source, Inc. April 2009 - June 2010
Cox Enterprises 1999 - 2008
Liberty Financial 1997 - 1998
New York Life 1993 - 1997
First Security Corporation 1988 - 1993
Skills
Account Management, New Business Development, Customer Retention, B2B, Salesforce.com, Lead Generation, Sales Management, Sales, Customer Satisfaction, Sales Presentations, Sales Process, Advertising, Cold Calling, Customer Service, Team Building, Negotiation, Marketing, Online Advertising, Building Relationships
Education
Northeastern University 1981 — 1988
BS, Criminal Justice
Watertown High School 1978 — 1981
Cox Enterprises - Manheim May 2011 - Present
Cox Enterprises - Manheim June 2010 - May 2011
Consumer Source, Inc. April 2009 - June 2010
Cox Enterprises 1999 - 2008
Liberty Financial 1997 - 1998
New York Life 1993 - 1997
First Security Corporation 1988 - 1993
Skills
Account Management, New Business Development, Customer Retention, B2B, Salesforce.com, Lead Generation, Sales Management, Sales, Customer Satisfaction, Sales Presentations, Sales Process, Advertising, Cold Calling, Customer Service, Team Building, Negotiation, Marketing, Online Advertising, Building Relationships
Education
Northeastern University 1981 — 1988
BS, Criminal Justice
Watertown High School 1978 — 1981
Jonas Brier, CFP® Jonas Brier, CFP®'s New York Life Experience October 2011 - Present
Job CERTIFIED FINANCIAL PLANNER(tm)
Industry Financial Services
Experience
New York Life October 2011 - Present
BNI Integrity Partners September 2013 - Present
Manchester Eagles (Pop Warner Football) September 2014 - Present
Fidelity Investments January 2000 - June 2011
A F Doyle 1998 - 1999
Arkansas Travelers February 1997 - September 1997
Education
Hallsville School
Hallsville School
The College of Wooster 1992 — 1996
BA, Sociology
Merrimack College 2009 — 2010
cfp, financial planning
Natick High
New York Life October 2011 - Present
BNI Integrity Partners September 2013 - Present
Manchester Eagles (Pop Warner Football) September 2014 - Present
Fidelity Investments January 2000 - June 2011
A F Doyle 1998 - 1999
Arkansas Travelers February 1997 - September 1997
Education
Hallsville School
Hallsville School
The College of Wooster 1992 — 1996
BA, Sociology
Merrimack College 2009 — 2010
cfp, financial planning
Natick High
Brian Firth Brian Firth's New York Life Experience October 2006 - January 2008
Job Branch Manager at Eastern Bank
Industry Banking
Experience
People's United Bank March 2015 - Present
Eastern Bank April 2014 - September 2014
Peoples United Bank February 2011 - April 2014
TD Bank September 2008 - October 2010
TD Bank January 2008 - September 2008
New York Life October 2006 - January 2008
United States Marine Corps August 1998 - August 2006
United States Marine Corps August 1998 - August 2006
Skills
Series 63, Series 6, Small Business Lending, Retirement Planning, IRA's, Annuities, Retirement, Consumer Lending, Mutual Funds, Customer Service, Deposits, Loans, Wealth, Mortgage, Refinance, Securities, Wealth Management, Commercial Banking, Credit, Mortgage Lending, High Net Worth..., Money, Asset Allocation, Checking, Savings, Loan Origination, Cash, Term Life Insurance, Cross Selling, Finance, Investments, Portfolio Management, Fixed Annuities
Education
Northern Essex Community College 2003 — 2006
Associates Degree, Business Administration
People's United Bank March 2015 - Present
Eastern Bank April 2014 - September 2014
Peoples United Bank February 2011 - April 2014
TD Bank September 2008 - October 2010
TD Bank January 2008 - September 2008
New York Life October 2006 - January 2008
United States Marine Corps August 1998 - August 2006
United States Marine Corps August 1998 - August 2006
Skills
Series 63, Series 6, Small Business Lending, Retirement Planning, IRA's, Annuities, Retirement, Consumer Lending, Mutual Funds, Customer Service, Deposits, Loans, Wealth, Mortgage, Refinance, Securities, Wealth Management, Commercial Banking, Credit, Mortgage Lending, High Net Worth..., Money, Asset Allocation, Checking, Savings, Loan Origination, Cash, Term Life Insurance, Cross Selling, Finance, Investments, Portfolio Management, Fixed Annuities
Education
Northern Essex Community College 2003 — 2006
Associates Degree, Business Administration
Nicholas Martini's New York Life Experience November 2001 - January 2003
Job Principal, Mercer H&B Executive Benefits
Industry Insurance
Experience
Mercer H&B Executive Benefits January 2013 - Present
Guardian Life December 2011 - September 2012
Guardian Life Insurance December 2008 - November 2011
Marsh Executive Benefits 2003 - 2009
New York Life November 2001 - January 2003
Prudential Financial September 1992 - February 2001
Skills
Long-term Care, Funding, Retirement, Life Insurance, Executive Pay, Retirement Planning, Fixed Annuities, 401k, Securities, Series 7, Series 63, Disability Insurance, Wealth Management, Defined Benefit, Mutual Funds, Insurance, Strategic Financial..., Investments, Asset Allocation, Retirement Plan...
Education
Moravian College 1982 — 1986
BA, Political Science
Peddie
Bachelor of Arts (B.A.), Political Science and Government
Mercer H&B Executive Benefits January 2013 - Present
Guardian Life December 2011 - September 2012
Guardian Life Insurance December 2008 - November 2011
Marsh Executive Benefits 2003 - 2009
New York Life November 2001 - January 2003
Prudential Financial September 1992 - February 2001
Skills
Long-term Care, Funding, Retirement, Life Insurance, Executive Pay, Retirement Planning, Fixed Annuities, 401k, Securities, Series 7, Series 63, Disability Insurance, Wealth Management, Defined Benefit, Mutual Funds, Insurance, Strategic Financial..., Investments, Asset Allocation, Retirement Plan...
Education
Moravian College 1982 — 1986
BA, Political Science
Peddie
Bachelor of Arts (B.A.), Political Science and Government
Stephen Theis Stephen Theis's New York Life Experience 1972 - 2008
Job RETIRED at Home Office
Industry Financial Services
Experience
Home Office January 2015 - Present
Theis Financial Consulting, LLC April 1972 - December 2014
New York Life 1972 - 2008
Karpiak & Assoc 1987 - 1995
Skills
Strategic Financial..., Investments, Insurance, Fixed Annuities, Employee Benefits, Financial Analysis, Life Insurance, IRAs, Public Speaking, Strategic Planning, New Business Development, Financial Advisory, Finance, Life member: Million..., Planning Life and Long..., Estate Planning, Retirement Planning
Education
Miami University 1966 — 1970
BS-Bus, Finance
Home Office January 2015 - Present
Theis Financial Consulting, LLC April 1972 - December 2014
New York Life 1972 - 2008
Karpiak & Assoc 1987 - 1995
Skills
Strategic Financial..., Investments, Insurance, Fixed Annuities, Employee Benefits, Financial Analysis, Life Insurance, IRAs, Public Speaking, Strategic Planning, New Business Development, Financial Advisory, Finance, Life member: Million..., Planning Life and Long..., Estate Planning, Retirement Planning
Education
Miami University 1966 — 1970
BS-Bus, Finance
Chris Kallmeyer's New York Life Experience August 2007 - April 2011
Job President of Heart and Soul Detailing LLC
Industry Automotive
Experience
Heart and Soul Detailing LLC April 2011 - Present
NKY Chamber of Commerce 2008 - Present
New York Life August 2007 - April 2011
Old Navy October 2005 - October 2007
Best Buy August 2001 - October 2005
Sableux Salon & Spa January 2000 - August 2001
Education
Self Health Institute of Medical Massage 1990 — 2010
Covington Catholic High School
Northern Kentucky University
Heart and Soul Detailing LLC April 2011 - Present
NKY Chamber of Commerce 2008 - Present
New York Life August 2007 - April 2011
Old Navy October 2005 - October 2007
Best Buy August 2001 - October 2005
Sableux Salon & Spa January 2000 - August 2001
Education
Self Health Institute of Medical Massage 1990 — 2010
Covington Catholic High School
Northern Kentucky University
Gerald Gaeta Gerald Gaeta's New York Life Experience April 2009 - Present
Job Advanced Planning Field Support Manager
Industry Financial Services
Experience
New York Life April 2009 - Present
New York Life Insurance Company 1996 - Present
Allstate Insurance 2000 - 2002
Prudential Securities 1992 - 1995
Skills
Strategic Financial..., Fixed Annuities, Retirement Planning, Estate Planning, High Net Worth..., Investments, Retirement, Financial Planners, Asset Management, Life Insurance, Mutual Funds, Asset Protection, Portfolio Management, Wealth Management, Securities, IRAs, Investment Advisory, Wealth, Long-term Care, Financial Advisory, Asset Allocation, Series 7, Series 63, 401k, Long Term Care Insurance, Disability Insurance, Investment Strategies, Series 6, Wealth Accumulation, Whole Life, Term Life Insurance, Uniform Combined State..., FINRA, Roth IRA, Trust Services, Financial Planning, Financial Services, Series 65, Wealth Management..., Trusts, 401k Rollovers, Employee Benefits, Estate Tax Planning, Investment Management, Small Business, Alternative Investments, Personal Finance, Pensions, Variable Annuities, Personal Financial...
Education
The American College 1999 — 2000
Master of Science in Financial Services (M.S.F.S.)
New York Law School 1980 — 1984
JD, Law
Widener University 1974 — 1977
BS, BA, Physics, Psychology
New York Life April 2009 - Present
New York Life Insurance Company 1996 - Present
Allstate Insurance 2000 - 2002
Prudential Securities 1992 - 1995
Skills
Strategic Financial..., Fixed Annuities, Retirement Planning, Estate Planning, High Net Worth..., Investments, Retirement, Financial Planners, Asset Management, Life Insurance, Mutual Funds, Asset Protection, Portfolio Management, Wealth Management, Securities, IRAs, Investment Advisory, Wealth, Long-term Care, Financial Advisory, Asset Allocation, Series 7, Series 63, 401k, Long Term Care Insurance, Disability Insurance, Investment Strategies, Series 6, Wealth Accumulation, Whole Life, Term Life Insurance, Uniform Combined State..., FINRA, Roth IRA, Trust Services, Financial Planning, Financial Services, Series 65, Wealth Management..., Trusts, 401k Rollovers, Employee Benefits, Estate Tax Planning, Investment Management, Small Business, Alternative Investments, Personal Finance, Pensions, Variable Annuities, Personal Financial...
Education
The American College 1999 — 2000
Master of Science in Financial Services (M.S.F.S.)
New York Law School 1980 — 1984
JD, Law
Widener University 1974 — 1977
BS, BA, Physics, Psychology
David H Farra's New York Life Experience July 2013 - Present
Job Partner | New York Life | Greater Chicago General Office |
Industry Financial Services
Experience
NAIFA June 2015 - Present
New York Life July 2013 - Present
NYLIFE Securities LLC, Member FINRA/SIPC July 2009 - July 2013
Packaging Design April 2005 - June 2009
Chicago Mercantile Exchange January 1995 - April 2005
Apollo Trading 1994 - 1996
ED&F Man January 1991 - October 1993
Skills
Sales Force Development, Training & Development, Mentoring, Leadership Development, Agent Development, Financial Services, Retirement Planning, Investments, Insurance, Leadership, Sales, Estate Planning, Business Planning, Career Development, Asset Allocation, Strategic Planning, Financial Planning, Risk Management, Finance, Customer Service, Fixed Annuities, Strategy, Training, Marketing, Analysis, Portfolio Management, Recruiting, Team Building, Life Insurance, Sales Management, Asset Management
Education
Northern Illinois University 1987 — 1990
B.A., Economics
Hinisdale Central
NAIFA June 2015 - Present
New York Life July 2013 - Present
NYLIFE Securities LLC, Member FINRA/SIPC July 2009 - July 2013
Packaging Design April 2005 - June 2009
Chicago Mercantile Exchange January 1995 - April 2005
Apollo Trading 1994 - 1996
ED&F Man January 1991 - October 1993
Skills
Sales Force Development, Training & Development, Mentoring, Leadership Development, Agent Development, Financial Services, Retirement Planning, Investments, Insurance, Leadership, Sales, Estate Planning, Business Planning, Career Development, Asset Allocation, Strategic Planning, Financial Planning, Risk Management, Finance, Customer Service, Fixed Annuities, Strategy, Training, Marketing, Analysis, Portfolio Management, Recruiting, Team Building, Life Insurance, Sales Management, Asset Management
Education
Northern Illinois University 1987 — 1990
B.A., Economics
Hinisdale Central
Kevin Knutson Kevin Knutson's New York Life Experience March 2006 - December 2011
Job Measurement Technician at Hiland Partners
Industry Oil & Energy
Experience
Hiland Partners April 2012 - Present
New York Life March 2006 - December 2011
Kiosk Information Systems 2005 - 2005
Complex Tooling and Molding 1999 - 2001
DTM Products 1996 - 1999
Education
Minnesota State University, Moorhead 1980 — 1983
BS, Business Administration
Hiland Partners April 2012 - Present
New York Life March 2006 - December 2011
Kiosk Information Systems 2005 - 2005
Complex Tooling and Molding 1999 - 2001
DTM Products 1996 - 1999
Education
Minnesota State University, Moorhead 1980 — 1983
BS, Business Administration
Jennifer Solorzano Jennifer Solorzano's New York Life Experience December 2007 - July 2008
Job Financial Advisor at Penn Mutual/PEGG
Industry Financial Services
Experience
Penn Mutual August 2008 - Present
New York Life December 2007 - July 2008
OptiJob, a GetTheJob.com Company August 2006 - November 2007
EmployOn August 2006 - November 2007
Electra Accessories, Inc. January 2001 - February 2006
Skills
Financial Analysis, Insurance, Investments, Leadership, Management, Marketing, Marketing Strategy, Microsoft Office, New Business Development, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Business Analysis, Budgets, Business Development, Forecasting, Small Business, Financial Planning
Education
Monmouth University 1997 — 2001
Lakewood High School 1993 — 1997
Penn Mutual August 2008 - Present
New York Life December 2007 - July 2008
OptiJob, a GetTheJob.com Company August 2006 - November 2007
EmployOn August 2006 - November 2007
Electra Accessories, Inc. January 2001 - February 2006
Skills
Financial Analysis, Insurance, Investments, Leadership, Management, Marketing, Marketing Strategy, Microsoft Office, New Business Development, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Business Analysis, Budgets, Business Development, Forecasting, Small Business, Financial Planning
Education
Monmouth University 1997 — 2001
Lakewood High School 1993 — 1997
Laura Molnar Bramson's New York Life Experience January 2007 - Present
Job Associate General Counsel, New York Life Insurance Company
Industry Financial Services
Experience
New York Life January 2007 - Present
TIAA-CREF October 1989 - April 2000
Skills
Mutual Funds, Insurance, Annuities, private placements, Securities law, Insurance law, Asset Management, Securities Regulation, Fixed Annuities, Financial Services, FINRA, Corporate Law, Securities, Variable Annuities, Alternative Investments, Insurance Law, Private Placements, ERISA
Education
New York University School of Law
J.D.
Princeton University
A.B.
New York Life January 2007 - Present
TIAA-CREF October 1989 - April 2000
Skills
Mutual Funds, Insurance, Annuities, private placements, Securities law, Insurance law, Asset Management, Securities Regulation, Fixed Annuities, Financial Services, FINRA, Corporate Law, Securities, Variable Annuities, Alternative Investments, Insurance Law, Private Placements, ERISA
Education
New York University School of Law
J.D.
Princeton University
A.B.
Patricia Perlo, MA Patricia Perlo, MA's New York Life Experience May 2005 - September 2005
Job Analyst at New York City Department of Design and Construction
Industry Government Administration
Experience
New York City Department of Design and Construction June 2014 - Present
Department of Buildings June 2013 - November 2013
Prospect Park Track Club, NYC Runs, East River Park Track Club April 2012 - 2013
New York City School Construction Authority November 2011 - April 2012
New York City Department of Education March 2011 - June 2011
New York University August 2009 - October 2009
DOITT -- Department of Information Technology and Telecommunications -- NYC October 2007 - August 2009
Citigroup October 2005 - March 2006
New York Life May 2005 - September 2005
Finlay 2000 - 2001
Skills
Business Analysis, Technical Writing, Business Process..., Government, Leadership, Microsoft Office, Network Administration, Organization, Problem Solving, Strategic Planning, SDLC, User Acceptance Testing, Visio, Quality Assurance, Writing, Disaster Recovery, Requirements Gathering, Requirements Analysis, Functional Requirements, Training, Retail, Employee Training, Project Management, Integration, Software Documentation, SharePoint, Business Process, Databases, MS Project, Analysis, Accela, Risk Management, Security, Management, Information Technology, Project Planning, Business Intelligence, Vendor Management, Consulting, Data Analysis, Telecommunications, Budgets, PeopleSoft, Systems Analysis, Enterprise Software, Oracle, System Administration, Change Management, Unix, Team Leadership
Education
New York University
Bachelor's Degree
New York University
Certificate
Teachers College of Columbia University
Master's Degree
New York City Department of Design and Construction June 2014 - Present
Department of Buildings June 2013 - November 2013
Prospect Park Track Club, NYC Runs, East River Park Track Club April 2012 - 2013
New York City School Construction Authority November 2011 - April 2012
New York City Department of Education March 2011 - June 2011
New York University August 2009 - October 2009
DOITT -- Department of Information Technology and Telecommunications -- NYC October 2007 - August 2009
Citigroup October 2005 - March 2006
New York Life May 2005 - September 2005
Finlay 2000 - 2001
Skills
Business Analysis, Technical Writing, Business Process..., Government, Leadership, Microsoft Office, Network Administration, Organization, Problem Solving, Strategic Planning, SDLC, User Acceptance Testing, Visio, Quality Assurance, Writing, Disaster Recovery, Requirements Gathering, Requirements Analysis, Functional Requirements, Training, Retail, Employee Training, Project Management, Integration, Software Documentation, SharePoint, Business Process, Databases, MS Project, Analysis, Accela, Risk Management, Security, Management, Information Technology, Project Planning, Business Intelligence, Vendor Management, Consulting, Data Analysis, Telecommunications, Budgets, PeopleSoft, Systems Analysis, Enterprise Software, Oracle, System Administration, Change Management, Unix, Team Leadership
Education
New York University
Bachelor's Degree
New York University
Certificate
Teachers College of Columbia University
Master's Degree
Jerry Ernst, ChFC, LUTCF, CLU's New York Life Experience 2011 - 2014
Job Staff Manager
Industry Financial Services
Experience
Western & Southern Financial Group June 2015 - Present
Yadkin Wealth April 2014 - March 2015
New York Life 2011 - 2014
AXA Advisors 2008 - 2011
New York Life 2000 - 2008
Principal Financial Group 1997 - 2000
Education
Miami University
Bachelor of Applied Science (BASc)
Western & Southern Financial Group June 2015 - Present
Yadkin Wealth April 2014 - March 2015
New York Life 2011 - 2014
AXA Advisors 2008 - 2011
New York Life 2000 - 2008
Principal Financial Group 1997 - 2000
Education
Miami University
Bachelor of Applied Science (BASc)
Tony Yanca Tony Yanca's New York Life Experience June 2001 - July 2002
Job Logistics Coordinator at PennyMac
Industry Information Technology and Services
Experience
PennyMac August 2012 - Present
Amgen Inc January 2006 - March 2012
Interface Children & Family Services January 2005 - January 2006
Fedex Kinkos August 2002 - January 2005
New York Life June 2001 - July 2002
Skills
Microsoft Office, Troubleshooting, Customer Service, Process Improvement, Microsoft Excel, Technical Support, Active Directory, Training, Call Centers, Management, Software Documentation, Windows, Hardware, XP, System Administration, System Deployment, Visio, Mobile Technology, Vendor Management, Networking, Windows 7, Computer Hardware, Windows XP, Security
Education
California Lutheran University 2012 — 2015
Currently pursuing Bachelor's Degree in Business Administration and Mgmt at CLU, Business Administration, Management and Operations
Moorpark College 2008 — 2009
Computer Hardware Technology/Technician
Santa Barbara City College 2005 — 2009
Programming, Graphic Arts
PennyMac August 2012 - Present
Amgen Inc January 2006 - March 2012
Interface Children & Family Services January 2005 - January 2006
Fedex Kinkos August 2002 - January 2005
New York Life June 2001 - July 2002
Skills
Microsoft Office, Troubleshooting, Customer Service, Process Improvement, Microsoft Excel, Technical Support, Active Directory, Training, Call Centers, Management, Software Documentation, Windows, Hardware, XP, System Administration, System Deployment, Visio, Mobile Technology, Vendor Management, Networking, Windows 7, Computer Hardware, Windows XP, Security
Education
California Lutheran University 2012 — 2015
Currently pursuing Bachelor's Degree in Business Administration and Mgmt at CLU, Business Administration, Management and Operations
Moorpark College 2008 — 2009
Computer Hardware Technology/Technician
Santa Barbara City College 2005 — 2009
Programming, Graphic Arts
Ben Fisher, CLU, LUTCF's New York Life Experience March 2004 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life March 2004 - Present
CoreComm Inc. October 2002 - March 2004
Michigan State University January 1997 - December 2000
Education
The American College 2008 — 2013
CLU, Professional Designation
The American College 2005 — 2008
LUTCF, Professional Designation
Michigan State University 1997 — 2001
B.A., Telecommunications
New York Life March 2004 - Present
CoreComm Inc. October 2002 - March 2004
Michigan State University January 1997 - December 2000
Education
The American College 2008 — 2013
CLU, Professional Designation
The American College 2005 — 2008
LUTCF, Professional Designation
Michigan State University 1997 — 2001
B.A., Telecommunications
Candy Adams Candy Adams's New York Life Experience July 2008 - December 2008
Job Admissions Counselor
Industry Higher Education
Experience
Mississippi State University January 2009 - Present
New York Life July 2008 - December 2008
Student Loan Xpress February 2006 - June 2008
Meridian Community College July 1998 - February 2006
Meridian Community College July 1998 - February 2006
Trustmark National Bank April 1996 - July 1998
Trustmark National Bank April 1996 - July 1998
Education
Mississippi State University - College of Business and Industry 1991 — 1995
Bachelor of Business Administration
Mississippi State University January 2009 - Present
New York Life July 2008 - December 2008
Student Loan Xpress February 2006 - June 2008
Meridian Community College July 1998 - February 2006
Meridian Community College July 1998 - February 2006
Trustmark National Bank April 1996 - July 1998
Trustmark National Bank April 1996 - July 1998
Education
Mississippi State University - College of Business and Industry 1991 — 1995
Bachelor of Business Administration
Thaison Ta Thaison Ta's New York Life Experience April 2009 - July 2011
Job Director of Sales at Zarca Interactive, K12 Insight & SoGo Survey
Industry Computer Software
Experience
Zarca Interactive, K12 Insight, SoGo Survey July 2014 - Present
Dell AppAssure October 2013 - July 2014
Dell AppAssure February 2013 - October 2013
Dell AppAssure July 2012 - February 2013
PNC July 2011 - July 2012
New York Life April 2009 - July 2011
MCT Financial March 2006 - April 2009
Skills
Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Sales Management, Goal-driven leader, Salesforce.com, Account Management, Channel Partners, Retirement Planning, Sales, Leadership, Cold Calling, Networking, Solution Selling, Management
Education
Montgomery College 2004 — 2006
St. John's College High School 2000 — 2004
Zarca Interactive, K12 Insight, SoGo Survey July 2014 - Present
Dell AppAssure October 2013 - July 2014
Dell AppAssure February 2013 - October 2013
Dell AppAssure July 2012 - February 2013
PNC July 2011 - July 2012
New York Life April 2009 - July 2011
MCT Financial March 2006 - April 2009
Skills
Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Sales Management, Goal-driven leader, Salesforce.com, Account Management, Channel Partners, Retirement Planning, Sales, Leadership, Cold Calling, Networking, Solution Selling, Management
Education
Montgomery College 2004 — 2006
St. John's College High School 2000 — 2004
Rick Nitto Rick Nitto's New York Life Experience February 2012 - September 2013
Job Personal Financial Associate at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank September 2013 - Present
New York Life February 2012 - September 2013
Community Investment Services, Inc. 2007 - 2012
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Long-term Care, Insurance, Estate Planning, Financial Services, Long Term Care Insurance, IRAs, Term Life Insurance, 401k, Whole Life, 401k Rollovers, Universal Life, College Savings Plans, Disability Insurance, Asset Allocation, Permanent Life Insurance, Wealth Accumulation
Education
SUNY Oswego 2002 — 2004
Monroe Community College 2000 — 2002
First Niagara Bank September 2013 - Present
New York Life February 2012 - September 2013
Community Investment Services, Inc. 2007 - 2012
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Long-term Care, Insurance, Estate Planning, Financial Services, Long Term Care Insurance, IRAs, Term Life Insurance, 401k, Whole Life, 401k Rollovers, Universal Life, College Savings Plans, Disability Insurance, Asset Allocation, Permanent Life Insurance, Wealth Accumulation
Education
SUNY Oswego 2002 — 2004
Monroe Community College 2000 — 2002
Jeff Hadley Jeff Hadley's New York Life Experience April 2002 - June 2004
Job Lead Account Executive at Skyhawke Technologies
Industry Consumer Electronics
Experience
Skyhawke Technologies June 2004 - Present
New York Life April 2002 - June 2004
Mississippi & Alabama June 1995 - March 2002
Skills
Account Management, New Business Development, Sales Management, Sales, Marketing, Marketing Strategy, Customer Service, Strategic Planning, Business Development, Team Building, Retail, Coaching, Microsoft Office, B2B, CRM, Contract Negotiation, Cross-functional Team..., Customer Retention, Direct Sales, Event Management, Golf, Event Planning, Inventory Management, Leadership, Management, Merchandising, Negotiation, Online Advertising, Online Marketing, Operations Management, Process Improvement, Product Marketing, Sales Operations, Sales Process, Salesforce.com, Sports Marketing, Start-ups, Team Leadership, Training
Education
Mississippi State University - College of Business and Industry 1991 — 1995
BA, BUSINESS ADMIN/MARKETING
Acadiana High School
Skyhawke Technologies June 2004 - Present
New York Life April 2002 - June 2004
Mississippi & Alabama June 1995 - March 2002
Skills
Account Management, New Business Development, Sales Management, Sales, Marketing, Marketing Strategy, Customer Service, Strategic Planning, Business Development, Team Building, Retail, Coaching, Microsoft Office, B2B, CRM, Contract Negotiation, Cross-functional Team..., Customer Retention, Direct Sales, Event Management, Golf, Event Planning, Inventory Management, Leadership, Management, Merchandising, Negotiation, Online Advertising, Online Marketing, Operations Management, Process Improvement, Product Marketing, Sales Operations, Sales Process, Salesforce.com, Sports Marketing, Start-ups, Team Leadership, Training
Education
Mississippi State University - College of Business and Industry 1991 — 1995
BA, BUSINESS ADMIN/MARKETING
Acadiana High School
Patrick Sinclair Patrick Sinclair's New York Life Experience November 2009 - March 2011
Job Proposals & Contracts Development Consultant at Medidata Solutions
Industry Pharmaceuticals
Experience
Medidata Solutions March 2014 - Present
Medidata Solutions March 2012 - March 2014
DISYS Soloutions, Inc. April 2011 - March 2012
New York Life November 2009 - March 2011
MetLife March 2007 - May 2009
Supreme Building Supply April 2005 - March 2006
Skills
RFP Response, Proposal Writing, Proposal Preparation, Proposition Development, Proposal Management, Procurement, Microsoft Office, Project Planning, MS Project, Project Implementation, Project Coordination, Project Execution, Project Delivery, Excel, Technical Writing, Sales Support, Adobe Acrobat, Team Building, Business Analysis, PowerPoint, Visio, SharePoint, Lotus Notes, Database Management, Outlook, Bid Process Management, RFI, Microsoft Excel, Project Management, Clinical Trials, Cross-functional Team..., Pharmaceutical Industry, Sales, Software Documentation
Education
Moravian College 1999 — 2003
Bachelor of Arts, History/Sociology
Medidata Solutions March 2014 - Present
Medidata Solutions March 2012 - March 2014
DISYS Soloutions, Inc. April 2011 - March 2012
New York Life November 2009 - March 2011
MetLife March 2007 - May 2009
Supreme Building Supply April 2005 - March 2006
Skills
RFP Response, Proposal Writing, Proposal Preparation, Proposition Development, Proposal Management, Procurement, Microsoft Office, Project Planning, MS Project, Project Implementation, Project Coordination, Project Execution, Project Delivery, Excel, Technical Writing, Sales Support, Adobe Acrobat, Team Building, Business Analysis, PowerPoint, Visio, SharePoint, Lotus Notes, Database Management, Outlook, Bid Process Management, RFI, Microsoft Excel, Project Management, Clinical Trials, Cross-functional Team..., Pharmaceutical Industry, Sales, Software Documentation
Education
Moravian College 1999 — 2003
Bachelor of Arts, History/Sociology
Marcus J. Sanchez Marcus J. Sanchez's New York Life Experience June 2005 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life June 2005 - Present
KSE 2003 - 2005
Skills
Leadership, Sales
Education
Metropolitan State College of Denver 1997 — 2002
BA, Sports Industry Operations & Marketing
New York Life June 2005 - Present
KSE 2003 - 2005
Skills
Leadership, Sales
Education
Metropolitan State College of Denver 1997 — 2002
BA, Sports Industry Operations & Marketing
Bruce R. Weinstein Bruce R. Weinstein's New York Life Experience April 1990 - April 1992
Job Registered Representative
Industry Financial Services
Experience
Mutual of Omaha November 2013 - Present
1999-2008 April 1999 - November 2008
MassMutual Financial Group April 1992 - April 1999
New York Life April 1990 - April 1992
Skills
Life Insurance,..., Retirement Planning and..., Insurance, Financial Planning, Fixed Annuities, Disability Insurance, Mutual Funds, Finance, Life Insurance, Financial Services
Education
New York Institute of Technology-Old Westbury
Masters Of Business Administration, Management
Queen's College
Bachelor of Arts, Economics
Mutual of Omaha November 2013 - Present
1999-2008 April 1999 - November 2008
MassMutual Financial Group April 1992 - April 1999
New York Life April 1990 - April 1992
Skills
Life Insurance,..., Retirement Planning and..., Insurance, Financial Planning, Fixed Annuities, Disability Insurance, Mutual Funds, Finance, Life Insurance, Financial Services
Education
New York Institute of Technology-Old Westbury
Masters Of Business Administration, Management
Queen's College
Bachelor of Arts, Economics
Chuck Bentivenga Chuck Bentivenga's New York Life Experience June 1987 - January 2000
Job SemiRetired
Industry Information Technology and Services
Experience
Old Bridge Public Schools 2014 - Present
Tata Consultancy Services 2014 - 2015
Newark Public Schools 2012 - 2014
Merck & Schering-Plough 2000 - 2011
New York Life June 1987 - January 2000
Skills
IT Management, IT Operations, MS Project, Logical Data Modeling, Data Modeling, Technology Acquisition, Program Management, ITIL, MS Office, Project Management, Infrastructure..., Vendor Management, Data Architecture, M&A, Mergers and Acquisitions, Incident Management, Change Management, Portfolio Mangement, IT Outsourcing, Offshoring, Contract Negotiation, Vendor Relations, Budgeting, Expense Budgeting, Capital Budgeting, IT Strategy, Database Management, Data Management, Service Delivery, IT Financial Management, Information Architecture, Information Technology, Microsoft Office, IT Infrastructure..., Management, Data Center, Integration, M&A experience, Cross-functional Team..., Outsourcing, IT Service Management, Infrastructure, Leadership, Governance, Project Delivery, Coaching, Talent Management, SDLC, Project Portfolio..., Data Warehousing
Education
New Jersey Institute of Technology
Master of Science (M.S.), Computer Science
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Computer Science
Old Bridge Public Schools 2014 - Present
Tata Consultancy Services 2014 - 2015
Newark Public Schools 2012 - 2014
Merck & Schering-Plough 2000 - 2011
New York Life June 1987 - January 2000
Skills
IT Management, IT Operations, MS Project, Logical Data Modeling, Data Modeling, Technology Acquisition, Program Management, ITIL, MS Office, Project Management, Infrastructure..., Vendor Management, Data Architecture, M&A, Mergers and Acquisitions, Incident Management, Change Management, Portfolio Mangement, IT Outsourcing, Offshoring, Contract Negotiation, Vendor Relations, Budgeting, Expense Budgeting, Capital Budgeting, IT Strategy, Database Management, Data Management, Service Delivery, IT Financial Management, Information Architecture, Information Technology, Microsoft Office, IT Infrastructure..., Management, Data Center, Integration, M&A experience, Cross-functional Team..., Outsourcing, IT Service Management, Infrastructure, Leadership, Governance, Project Delivery, Coaching, Talent Management, SDLC, Project Portfolio..., Data Warehousing
Education
New Jersey Institute of Technology
Master of Science (M.S.), Computer Science
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Computer Science
Lucille Kim Robinson's New York Life Experience September 2000 - August 2007
Job Administrative Assistant
Industry Insurance
Experience
Northampton Memorial Shrine August 2011 - April 2012
New York Life Insurance Company October 1985 - March 2012
New York Life September 2000 - August 2007
Skills
Public Speaking, Microsoft Word, Windows, English, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Windows 7, Sales, Leadership, Budgets, Supervisory Skills, Team Building, Time Management, Outlook, Project Planning, Marketing, Lotus Notes, Social Media, Research, Training, Strategic Planning, Fundraising, Social Networking, Customer Satisfaction, Nonprofits, Public Relations, Coaching, Administration, Process Improvement, Event Management, Management, SAP, Event Planning, Access, Insurance, System Administration, Editing, Community Outreach, Team Leadership
Education
University of Phoenix 2006 — 2010
Information Technology
Northampton Community College 1977 — 1981
Liberal Arts and Sciences/Liberal Studies
Easton Area High School 1975 — 1977
Diploma, General
Northampton Memorial Shrine August 2011 - April 2012
New York Life Insurance Company October 1985 - March 2012
New York Life September 2000 - August 2007
Skills
Public Speaking, Microsoft Word, Windows, English, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Windows 7, Sales, Leadership, Budgets, Supervisory Skills, Team Building, Time Management, Outlook, Project Planning, Marketing, Lotus Notes, Social Media, Research, Training, Strategic Planning, Fundraising, Social Networking, Customer Satisfaction, Nonprofits, Public Relations, Coaching, Administration, Process Improvement, Event Management, Management, SAP, Event Planning, Access, Insurance, System Administration, Editing, Community Outreach, Team Leadership
Education
University of Phoenix 2006 — 2010
Information Technology
Northampton Community College 1977 — 1981
Liberal Arts and Sciences/Liberal Studies
Easton Area High School 1975 — 1977
Diploma, General
Kristina Storm Kristina Storm's New York Life Experience August 1997 - Present
Job Metrics & Reporting Associate
Industry Insurance
Experience
New York Life August 1997 - Present
Thypin Steel January 1996 - December 1997
Education
Northampton Community College 1998 — 2000
Churchman's Business School 1992 — 1994
Executive Secretarial
New York Life August 1997 - Present
Thypin Steel January 1996 - December 1997
Education
Northampton Community College 1998 — 2000
Churchman's Business School 1992 — 1994
Executive Secretarial
Lisette Gleeson Lisette Gleeson's New York Life Experience November 2003 - September 2005
Job Sales director
Industry Computer Software
Experience
Paramount August 2010 - Present
ADP September 2005 - August 2010
New York Life November 2003 - September 2005
T Wireless October 1998 - November 2003
Skills
Solution Selling, Cold Calling, Sales Process, Salesforce.com, Direct Sales, New Business Development, Retail, Vendor Management
Education
Montclair State University 1985 — 1998
Bachelor of Arts, Language
Paramount August 2010 - Present
ADP September 2005 - August 2010
New York Life November 2003 - September 2005
T Wireless October 1998 - November 2003
Skills
Solution Selling, Cold Calling, Sales Process, Salesforce.com, Direct Sales, New Business Development, Retail, Vendor Management
Education
Montclair State University 1985 — 1998
Bachelor of Arts, Language
Mike Gremmer (515)-244-4414's New York Life Experience 1991 - 1993
Job Regional Vice President at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half April 1996 - Present
Council of Better Business Bureaus 1993 - 1996
New York Life 1991 - 1993
Skills
Contingent Workforce, Administrative Work, Workers Compensation, Project Management, Resume
Education
Minnesota State University, Mankato 1989 — 1991
BS
Waldorf College 1987 — 1989
AA
Robert Half April 1996 - Present
Council of Better Business Bureaus 1993 - 1996
New York Life 1991 - 1993
Skills
Contingent Workforce, Administrative Work, Workers Compensation, Project Management, Resume
Education
Minnesota State University, Mankato 1989 — 1991
BS
Waldorf College 1987 — 1989
AA
Tom Pruett's New York Life Experience 1992 - 1994
Job IT Security Manager at Home Credit US
Industry Information Technology and Services
Experience
Home Credit US July 2015 - Present
YRC Worldwide, Inc. February 2014 - July 2015
KCITSECURITY July 2002 - February 2014
Centriq June 2002 - January 2014
IKON Technology Services May 1998 - June 2002
New Horizons Computer Learning Center 1996 - 1997
New Horizons Computer Learning Center 1995 - 1997
Financial Industries Corporation April 1994 - June 1996
New York Life 1992 - 1994
Skills
Security, CEH, Computer Forensics, Penetration Testing, Wireless, Cloud Computing, Cloud Security, Security+, MCT, Network Security, Cisco Technologies, Information Security, Network Administration, Active Directory, Microsoft SQL Server, Microsoft Server..., Troubleshooting, Computer Hardware, SQL, XP, Databases, DHCP, Cisco IOS, Firewalls, Software Documentation, Windows 7, Disaster Recovery, Windows Server, Virtualization, ITIL, IT Project & Program..., Sales Presentations, Public Speaking, IT Solutions, Sales Process, IT Operations, IT Infrastructure..., IT Management, SharePoint, VMware, Microsoft Exchange, Operating Systems, Computer Security, Routers, Hardware, VPN, Citrix, Networking, DNS, Information Technology
Education
University of Missouri-Kansas City 1992 — 1993
MAcy
Southeast Missouri State University 1990 — 1990
Bachelor of Science
Missouri State University 1985 — 1990
BS
Home Credit US July 2015 - Present
YRC Worldwide, Inc. February 2014 - July 2015
KCITSECURITY July 2002 - February 2014
Centriq June 2002 - January 2014
IKON Technology Services May 1998 - June 2002
New Horizons Computer Learning Center 1996 - 1997
New Horizons Computer Learning Center 1995 - 1997
Financial Industries Corporation April 1994 - June 1996
New York Life 1992 - 1994
Skills
Security, CEH, Computer Forensics, Penetration Testing, Wireless, Cloud Computing, Cloud Security, Security+, MCT, Network Security, Cisco Technologies, Information Security, Network Administration, Active Directory, Microsoft SQL Server, Microsoft Server..., Troubleshooting, Computer Hardware, SQL, XP, Databases, DHCP, Cisco IOS, Firewalls, Software Documentation, Windows 7, Disaster Recovery, Windows Server, Virtualization, ITIL, IT Project & Program..., Sales Presentations, Public Speaking, IT Solutions, Sales Process, IT Operations, IT Infrastructure..., IT Management, SharePoint, VMware, Microsoft Exchange, Operating Systems, Computer Security, Routers, Hardware, VPN, Citrix, Networking, DNS, Information Technology
Education
University of Missouri-Kansas City 1992 — 1993
MAcy
Southeast Missouri State University 1990 — 1990
Bachelor of Science
Missouri State University 1985 — 1990
BS
Carrie Cotten Carrie Cotten's New York Life Experience September 2008 - March 2009
Job Marketing Director for Business and Estate Planning Department of Premier Advisors Group
Industry Marketing and Advertising
Experience
The Resource Group March 2009 - August 2013
New York Life September 2008 - March 2009
Economy Pharmacy January 2007 - September 2008
Economy Pharmacy March 2004 - December 2006
Skills
Marketing, Strategic Planning, Online Advertising, Finance, Sales, Advertising, Social Media Marketing, Management, New Business Development, Social Networking
Education
Northeastern State University 2010 — 2013
B.S. Organismic Biology, Biology/Biological Sciences, General
Northeastern State University 2003 — 2006
B.S., Marketing
Oklahoma Baptist University 2002 — 2003
Chemistry
The Resource Group March 2009 - August 2013
New York Life September 2008 - March 2009
Economy Pharmacy January 2007 - September 2008
Economy Pharmacy March 2004 - December 2006
Skills
Marketing, Strategic Planning, Online Advertising, Finance, Sales, Advertising, Social Media Marketing, Management, New Business Development, Social Networking
Education
Northeastern State University 2010 — 2013
B.S. Organismic Biology, Biology/Biological Sciences, General
Northeastern State University 2003 — 2006
B.S., Marketing
Oklahoma Baptist University 2002 — 2003
Chemistry
Diane Zielbauer Diane Zielbauer's New York Life Experience October 2007 - Present
Job Independent Insurance Professional
Industry Insurance
Experience
New York Life October 2007 - Present
GE Capital January 2000 - October 2003
Education
National Louis University 2005 — 2006
New York Life October 2007 - Present
GE Capital January 2000 - October 2003
Education
National Louis University 2005 — 2006
Noel Schoonover's New York Life Experience December 2006 - March 2015
Job Distribution & Marketing Solutions Manager
Industry Financial Services
Experience
Accenture September 2015 - Present
Independent Small Business Innovation April 2015 - August 2015
New York Life December 2006 - March 2015
The Nielsen Company
JPMorgan Chase 2000 - 2003
Jobson Publishing 1995 - 2000
Skills
Market Research, Marketing Research, Customer Insight, Marketing Strategy, Marketing, Segmentation, Integrated Marketing, Strategic Planning, Financial Services, Lead Generation, Analytics, Management, Marketing Communications, Direct Marketing, Competitive Analysis, Strategic Partnerships, CRM, Advertising Research, Market Analysis, Strategy, Competitive Intelligence, Marketing Management, Customer Acquisition, Diversity & Inclusion, Product Marketing, Database Marketing, Email Marketing, Social Media Marketing, Brand Awareness, Brand Equity
Education
University of Nebraska-Lincoln 1980 — 1984
BA, Liberal Arts
New York University
Continuing marketing research and data base management courses, Database marketing and management
Accenture September 2015 - Present
Independent Small Business Innovation April 2015 - August 2015
New York Life December 2006 - March 2015
The Nielsen Company
JPMorgan Chase 2000 - 2003
Jobson Publishing 1995 - 2000
Skills
Market Research, Marketing Research, Customer Insight, Marketing Strategy, Marketing, Segmentation, Integrated Marketing, Strategic Planning, Financial Services, Lead Generation, Analytics, Management, Marketing Communications, Direct Marketing, Competitive Analysis, Strategic Partnerships, CRM, Advertising Research, Market Analysis, Strategy, Competitive Intelligence, Marketing Management, Customer Acquisition, Diversity & Inclusion, Product Marketing, Database Marketing, Email Marketing, Social Media Marketing, Brand Awareness, Brand Equity
Education
University of Nebraska-Lincoln 1980 — 1984
BA, Liberal Arts
New York University
Continuing marketing research and data base management courses, Database marketing and management
Steve Facchetti's New York Life Experience 2000 - 2007
Job Director at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group 2007 - Present
Melanoma Education Foundation 2012 - 2015
Melanoma Education Foundation 2012 - 2014
New York Life 2000 - 2007
UBS 1995 - 2000
Skills
Vendor Management, Portfolio Management, Project Portfolio..., Project Management, Business Requirements, PMO, Management, Process Improvement, SDLC, Insurance, CRM, Business Analysis, Leadership, Requirements Analysis, Banking, Requirements Gathering, Operations Management, Infrastructure, Disaster Recovery, IT Management, IT Strategy, Risk Management, Business Process..., Resource Management
Education
Seton Hall University 2002 — 2003
MBA, Information Systems
Northeastern University 1995 — 1996
MBA, Management Information Systems, General
MassMutual Financial Group 2007 - Present
Melanoma Education Foundation 2012 - 2015
Melanoma Education Foundation 2012 - 2014
New York Life 2000 - 2007
UBS 1995 - 2000
Skills
Vendor Management, Portfolio Management, Project Portfolio..., Project Management, Business Requirements, PMO, Management, Process Improvement, SDLC, Insurance, CRM, Business Analysis, Leadership, Requirements Analysis, Banking, Requirements Gathering, Operations Management, Infrastructure, Disaster Recovery, IT Management, IT Strategy, Risk Management, Business Process..., Resource Management
Education
Seton Hall University 2002 — 2003
MBA, Information Systems
Northeastern University 1995 — 1996
MBA, Management Information Systems, General
Paul Lawrence Sheehy III's New York Life Experience June 2014 - Present
Job Sales/Marketing Associate New York Life
Industry Public Relations and Communications
Experience
New York Life June 2014 - Present
Floida State University February 2013 - June 2014
Sheehy Ankle & Foot Center of Tampa, Inc. May 2012 - June 2013
LEAD AMERICA, INC. September 2012 - 2013
Morehouse College August 2007 - 2012
Lead America May 2010 - December 2011
School District of Hillsborough County January 2007 - June 2007
Florida House of Representatives February 2007 - February 2007
Skills
Community Relations, Technical Writing, Public Speaking, Public Relations, Government Relations, Team Leadership, Organizational..., Writing Skills, Public Services, Government, Leadership, Community Development, Microsoft Office, PowerPoint, Research, Training, Nonprofits, Teaching, Social Networking, Strategic Planning, Community Outreach, Staff Development, Fundraising, Social Media, Microsoft Excel, Program Management, Leadership Development, Social Media Marketing, Strategy, Customer Service, Microsoft Word, Team Building, Management, Coaching, Marketing, Sales, Event Planning
Education
Morehouse College 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Newsome High School 2004 — 2007
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
New York Life June 2014 - Present
Floida State University February 2013 - June 2014
Sheehy Ankle & Foot Center of Tampa, Inc. May 2012 - June 2013
LEAD AMERICA, INC. September 2012 - 2013
Morehouse College August 2007 - 2012
Lead America May 2010 - December 2011
School District of Hillsborough County January 2007 - June 2007
Florida House of Representatives February 2007 - February 2007
Skills
Community Relations, Technical Writing, Public Speaking, Public Relations, Government Relations, Team Leadership, Organizational..., Writing Skills, Public Services, Government, Leadership, Community Development, Microsoft Office, PowerPoint, Research, Training, Nonprofits, Teaching, Social Networking, Strategic Planning, Community Outreach, Staff Development, Fundraising, Social Media, Microsoft Excel, Program Management, Leadership Development, Social Media Marketing, Strategy, Customer Service, Microsoft Word, Team Building, Management, Coaching, Marketing, Sales, Event Planning
Education
Morehouse College 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Newsome High School 2004 — 2007
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jennifer Ryu's New York Life Experience June 2012 - August 2012
Job Project Manager at CPI Group
Industry Packaging and Containers
Experience
CPI Group May 2013 - Present
America Reads April 2011 - May 2013
MTA Capital Construction October 2012 - December 2012
New York Life June 2012 - August 2012
Brandworkz September 2011 - November 2011
Education
New York University 2011 — 2013
Economics
Syracuse University 2009 — 2010
Ridgewood High School 2006 — 2009
CPI Group May 2013 - Present
America Reads April 2011 - May 2013
MTA Capital Construction October 2012 - December 2012
New York Life June 2012 - August 2012
Brandworkz September 2011 - November 2011
Education
New York University 2011 — 2013
Economics
Syracuse University 2009 — 2010
Ridgewood High School 2006 — 2009
Scott Bach-Hansen's New York Life Experience May 2009 - July 2011
Job Branch Sales Manager at Sharp Business Systems DC/MD/VA
Industry Information Technology and Services
Experience
Sharp Business Systems January 2015 - Present
United Methodist Church September 2011 - Present
Cardinal Basketball Officials Association November 1992 - Present
Konica Minolta Business Solutions U.S.A., Inc. October 2000 - December 2014
Centric Business Systems September 2011 - June 2012
New York Life May 2009 - July 2011
Konica Minolta Business Solutions December 2005 - March 2009
Konica Minolta Business Solutions 2000 - 2009
Konica Minolta Business Solutions October 2000 - December 2005
NCAA October 1992 - December 2005
Skills
Document Management, Sales Management, New Business Development, Solution Selling, Selling, Consultative Selling, Account Management, Customer Relations, Contract Negotiation, B2B, Mentoring, Managed Print Services, P&L, Team Building, Forecasting, Start-ups, Selling Skills, Customer Service, Leadership, Income Statement, Sales Presentations, Coaching, Sales Process, Recruiting, Direct Sales, Management, Strategic Planning, Negotiation, Customer Satisfaction, Sales Operations, Marketing Strategy, Business Development, Team Leadership, Public Speaking, Sales, Training, Cold Calling, Salesforce.com, Strategic Partnerships, SaaS, Major Accounts, Customer Retention, CRM, Program Management, Business Strategy, Business Planning, Lead Generation, Document Imaging, Time Management, Key Account Management
Education
Western Governors University
Bachelor's Degree, Business Management
Montgomery College 1988 — 1989
Business
Woodward H.S. 1984 — 1987
Sharp Business Systems January 2015 - Present
United Methodist Church September 2011 - Present
Cardinal Basketball Officials Association November 1992 - Present
Konica Minolta Business Solutions U.S.A., Inc. October 2000 - December 2014
Centric Business Systems September 2011 - June 2012
New York Life May 2009 - July 2011
Konica Minolta Business Solutions December 2005 - March 2009
Konica Minolta Business Solutions 2000 - 2009
Konica Minolta Business Solutions October 2000 - December 2005
NCAA October 1992 - December 2005
Skills
Document Management, Sales Management, New Business Development, Solution Selling, Selling, Consultative Selling, Account Management, Customer Relations, Contract Negotiation, B2B, Mentoring, Managed Print Services, P&L, Team Building, Forecasting, Start-ups, Selling Skills, Customer Service, Leadership, Income Statement, Sales Presentations, Coaching, Sales Process, Recruiting, Direct Sales, Management, Strategic Planning, Negotiation, Customer Satisfaction, Sales Operations, Marketing Strategy, Business Development, Team Leadership, Public Speaking, Sales, Training, Cold Calling, Salesforce.com, Strategic Partnerships, SaaS, Major Accounts, Customer Retention, CRM, Program Management, Business Strategy, Business Planning, Lead Generation, Document Imaging, Time Management, Key Account Management
Education
Western Governors University
Bachelor's Degree, Business Management
Montgomery College 1988 — 1989
Business
Woodward H.S. 1984 — 1987
Jim Boyer, CRPC, QKA, Life and Health, P&C's New York Life Experience January 2015 - March 2015
Job Service Administrator at Oxford Retirement & Estate Planning
Industry Financial Services
Experience
Oxford Retirement & Estate Planning April 2015 - Present
LGS Industries March 2015 - April 2015
New York Life January 2015 - March 2015
Vanguard May 2001 - December 2014
Vanguard December 1998 - May 2001
Vanguard July 1997 - December 1998
PCHS August 1994 - June 1997
Skills
Retirement, Retirement Planning, Qualified Retirement..., Fixed Annuities, Non-Qualified Deferred..., Retirement Plan..., Building Relationships, Life Insurance, Health Insurance, Sales Process, AZ Health and Life..., Mentoring, Contigency, Teaching, Building Customer..., Family Planning, Property & Casualty..., Defined Contribution, ERISA, Financial Services, Series 6, 401k, Series 63, Mutual Funds
Education
College of Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor, Financial Planning and Services
McKendree College 1989 — 1993
B.A., Social Sciences
Oxford Retirement & Estate Planning April 2015 - Present
LGS Industries March 2015 - April 2015
New York Life January 2015 - March 2015
Vanguard May 2001 - December 2014
Vanguard December 1998 - May 2001
Vanguard July 1997 - December 1998
PCHS August 1994 - June 1997
Skills
Retirement, Retirement Planning, Qualified Retirement..., Fixed Annuities, Non-Qualified Deferred..., Retirement Plan..., Building Relationships, Life Insurance, Health Insurance, Sales Process, AZ Health and Life..., Mentoring, Contigency, Teaching, Building Customer..., Family Planning, Property & Casualty..., Defined Contribution, ERISA, Financial Services, Series 6, 401k, Series 63, Mutual Funds
Education
College of Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor, Financial Planning and Services
McKendree College 1989 — 1993
B.A., Social Sciences
Nick Iannitelli's New York Life Experience March 2009 - September 2012
Job Managing Partner New Jersey General Office at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2012 - Present
New York Life March 2009 - September 2012
New York Life Insurance Company September 2004 - March 2009
New York Life Insurance Company October 2001 - September 2004
New York Life Insurance Company June 1999 - October 2001
Skills
401k, 401k Rollovers, Employee Benefits, Financial Planners, Insurance
Education
Montclair State University 1995 — 1999
Political Science, Pre-Law
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2012 - Present
New York Life March 2009 - September 2012
New York Life Insurance Company September 2004 - March 2009
New York Life Insurance Company October 2001 - September 2004
New York Life Insurance Company June 1999 - October 2001
Skills
401k, 401k Rollovers, Employee Benefits, Financial Planners, Insurance
Education
Montclair State University 1995 — 1999
Political Science, Pre-Law
Wendy McLaughlin, CLU, ChFC, CASL Wendy McLaughlin, CLU, ChFC, CASL's New York Life Experience August 1987 - Present
Job Helping People Achieve financial indepdence, leave a legacy and develop sound financial strategies
Industry Financial Services
Experience
New York Life August 1987 - Present
NYLIFE Securities LLC 1987 - Present
Blue Cross of CA 1987 - Present
Blue Shield of California 1987 - Present
Kaiser Permanente 1987 - Present
BNI 2014 - 2015
ECN 2012 - 2014
Skills
Health, Insurance, Investments, Employee Benefits, Disability Insurance, Health Insurance, Retirement Planning, Retirement, Long-term Care, Customer Service, Healthcare, Fixed Annuities, Leadership, Risk Management, Finance, Medicare, Account Management, Personal Finance, Small Business, Term Life Insurance, Coaching, Life Insurance, Business Planning, Underwriting, Long Term Care, Annuities, Benefits, Public Speaking, Problem Solving, 401k Rollovers, CLU, Roth IRA, Simple IRA, Traditional IRA, SEP IRA, group health, 401k, Health Savings Accounts, Estate Planning, Sales, IRAs, Banking, Strategic Financial..., Property & Casualty..., Brokers, Commercial Insurance, Financial Services, Securities, Umbrella Insurance, Financial Planning
Education
Northeastern University 1974 — 1975
Liberal Arts and Sciences/Liberal Studies
Simons Rock 1971 — 1973
The American College
CLU, ChFC, CASL, Financial planning, insurance, taxation
New York Life August 1987 - Present
NYLIFE Securities LLC 1987 - Present
Blue Cross of CA 1987 - Present
Blue Shield of California 1987 - Present
Kaiser Permanente 1987 - Present
BNI 2014 - 2015
ECN 2012 - 2014
Skills
Health, Insurance, Investments, Employee Benefits, Disability Insurance, Health Insurance, Retirement Planning, Retirement, Long-term Care, Customer Service, Healthcare, Fixed Annuities, Leadership, Risk Management, Finance, Medicare, Account Management, Personal Finance, Small Business, Term Life Insurance, Coaching, Life Insurance, Business Planning, Underwriting, Long Term Care, Annuities, Benefits, Public Speaking, Problem Solving, 401k Rollovers, CLU, Roth IRA, Simple IRA, Traditional IRA, SEP IRA, group health, 401k, Health Savings Accounts, Estate Planning, Sales, IRAs, Banking, Strategic Financial..., Property & Casualty..., Brokers, Commercial Insurance, Financial Services, Securities, Umbrella Insurance, Financial Planning
Education
Northeastern University 1974 — 1975
Liberal Arts and Sciences/Liberal Studies
Simons Rock 1971 — 1973
The American College
CLU, ChFC, CASL, Financial planning, insurance, taxation
Andrea Requena Andrea Requena's New York Life Experience January 2005 - January 2010
Job City University of New York City College
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
New York Life January 2005 - January 2010
Dreyfus Service Corporation (Mellon) H.R. Solutions January 2000 - January 2004
King Teleservices January 1999 - January 2000
Education
Nassau Community College
Associates of Arts Degree, Liberal Arts
The City College, City University Of New York
Bachelor of Arts Degree, Spanish
New York Life Insurance Company February 2013 - Present
New York Life January 2005 - January 2010
Dreyfus Service Corporation (Mellon) H.R. Solutions January 2000 - January 2004
King Teleservices January 1999 - January 2000
Education
Nassau Community College
Associates of Arts Degree, Liberal Arts
The City College, City University Of New York
Bachelor of Arts Degree, Spanish
Glenn S. Scott's New York Life Experience June 2003 - June 2010
Job Application Economy Advisor for Federal Healthcare
Industry Information Technology and Services
Experience
CA Technologies July 2014 - Present
Oracle June 2010 - June 2014
Equity Financial Services January 2006 - June 2010
New York Life June 2003 - June 2010
Office of Minority Health Resource Center March 2000 - June 2004
Skills
Enterprise Software, SaaS, Cloud Computing, Sales Operations, Management, Solution Selling, Sales, Account Management, Business Intelligence, Selling, Leadership, Professional Services, Project Planning, Oracle, Business Analysis, Business Development, Strategy, Oracle Applications, Negotiation, Financial Services, Data Center...
Education
Lancaster Bible College
Bachelor of Science (BS), Theology/Theological Studies
Montgomery College
Microsoft Certified Professional
The American College
LUTCF For Financial Advisors
CA Technologies July 2014 - Present
Oracle June 2010 - June 2014
Equity Financial Services January 2006 - June 2010
New York Life June 2003 - June 2010
Office of Minority Health Resource Center March 2000 - June 2004
Skills
Enterprise Software, SaaS, Cloud Computing, Sales Operations, Management, Solution Selling, Sales, Account Management, Business Intelligence, Selling, Leadership, Professional Services, Project Planning, Oracle, Business Analysis, Business Development, Strategy, Oracle Applications, Negotiation, Financial Services, Data Center...
Education
Lancaster Bible College
Bachelor of Science (BS), Theology/Theological Studies
Montgomery College
Microsoft Certified Professional
The American College
LUTCF For Financial Advisors
Geoffrey Carreiro Geoffrey Carreiro's New York Life Experience May 2012 - May 2013
Job Business Development Associate at Market Financial Group
Industry Financial Services
Experience
Market Financial Group February 2015 - Present
Enterprise Rent-A-Car January 2014 - February 2015
Liberty Mutual Insurance May 2013 - December 2013
New York Life May 2012 - May 2013
Northwestern Mutual April 2010 - April 2012
QuickTint & Graphics July 2008 - December 2011
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Retirement Planning, Investments, Strategy, Retirement, Insurance, Strategic Financial..., Series 63, Mutual Funds, Long-term Care, Estate Planning, Wealth Management, Finance, Long Term Care Insurance, Financial Services, Term Life Insurance, Whole Life, Financial Planning, Securities
Education
Northern Illinois University 2007 — 2009
B.A., Economics
Western Illinois University 2005 — 2007
Market Financial Group February 2015 - Present
Enterprise Rent-A-Car January 2014 - February 2015
Liberty Mutual Insurance May 2013 - December 2013
New York Life May 2012 - May 2013
Northwestern Mutual April 2010 - April 2012
QuickTint & Graphics July 2008 - December 2011
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Retirement Planning, Investments, Strategy, Retirement, Insurance, Strategic Financial..., Series 63, Mutual Funds, Long-term Care, Estate Planning, Wealth Management, Finance, Long Term Care Insurance, Financial Services, Term Life Insurance, Whole Life, Financial Planning, Securities
Education
Northern Illinois University 2007 — 2009
B.A., Economics
Western Illinois University 2005 — 2007
Thomas Reardon Thomas Reardon's New York Life Experience August 1987 - October 2000
Job Information Security that is commensurate with Risk
Industry Computer & Network Security
Experience
HHS/NIH/NIAID February 2012 - Present
Richard S. Carson & Associates June 2011 - February 2012
NPCIA August 2007 - June 2011
TWM Associates, Inc. June 2010 - March 2011
UC4 Software, Inc (formerly AppWorx) May 2007 - August 2007
AppWorx Corporation October 2000 - May 2007
New York Life August 1987 - October 2000
EDS August 1985 - August 1987
Skills
Information Security..., CISSP, Information Security, Computer Security, Vulnerability Assessment, Security, Unix, System Administration, Data Center, Networking, Disaster Recovery, FISMA, Business Continuity, Risk Assessment, Information Technology, Cloud Computing, Network Security
Education
North Park University
BA, Computer Science
Norwich University
MS, Information Assurance
Norwich University
MS, Business Continuity
HHS/NIH/NIAID February 2012 - Present
Richard S. Carson & Associates June 2011 - February 2012
NPCIA August 2007 - June 2011
TWM Associates, Inc. June 2010 - March 2011
UC4 Software, Inc (formerly AppWorx) May 2007 - August 2007
AppWorx Corporation October 2000 - May 2007
New York Life August 1987 - October 2000
EDS August 1985 - August 1987
Skills
Information Security..., CISSP, Information Security, Computer Security, Vulnerability Assessment, Security, Unix, System Administration, Data Center, Networking, Disaster Recovery, FISMA, Business Continuity, Risk Assessment, Information Technology, Cloud Computing, Network Security
Education
North Park University
BA, Computer Science
Norwich University
MS, Information Assurance
Norwich University
MS, Business Continuity
Donna Muller Donna Muller's New York Life Experience March 2012 - August 2013
Job PCA at Home Instead Senior Care
Industry Financial Services
Experience
Home Instead Senior Care October 2013 - Present
Cerebral Palsy Options Program October 2013 - October 2013
New York Life March 2012 - August 2013
Options, Inc January 2012 - June 2012
Quincy Lions Club 2011 - 2012
AAA Southern New England August 1992 - September 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Call Center, Profit, Team Building, Operations Management, PowerPoint, Outlook, Budget, Process Scheduler, Budgets, Leadership, Management, Team Leadership, Sales, Strategic Planning, Account Management, Sales Management, Negotiation, Employee Relations, Insurance, Analysis, Event Planning, Process Improvement, Leadership Development, Public Speaking, Business Planning, Marketing, Program Management, Administration, Contract Negotiation, Organizational..., Business Development, Risk Management, Fundraising, New Business Development, Call Centers, Social Networking, Vendor Management, Marketing Strategy, Public Relations, Project Planning, Event Management, Marketing Communications, Change Management, Project Management, Business Strategy, Nonprofits
Education
Massasoit Community College
Business
Stonehill College
Business Administration and Management, General
Home Instead Senior Care October 2013 - Present
Cerebral Palsy Options Program October 2013 - October 2013
New York Life March 2012 - August 2013
Options, Inc January 2012 - June 2012
Quincy Lions Club 2011 - 2012
AAA Southern New England August 1992 - September 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Call Center, Profit, Team Building, Operations Management, PowerPoint, Outlook, Budget, Process Scheduler, Budgets, Leadership, Management, Team Leadership, Sales, Strategic Planning, Account Management, Sales Management, Negotiation, Employee Relations, Insurance, Analysis, Event Planning, Process Improvement, Leadership Development, Public Speaking, Business Planning, Marketing, Program Management, Administration, Contract Negotiation, Organizational..., Business Development, Risk Management, Fundraising, New Business Development, Call Centers, Social Networking, Vendor Management, Marketing Strategy, Public Relations, Project Planning, Event Management, Marketing Communications, Change Management, Project Management, Business Strategy, Nonprofits
Education
Massasoit Community College
Business
Stonehill College
Business Administration and Management, General
Tim McGeown Tim McGeown's New York Life Experience September 2007 - October 2008
Job Technical Recruiter at ClearBridge Technology Group
Industry Information Technology and Services
Experience
ClearBridge Technology Group October 2008 - Present
new york life September 2007 - October 2008
Skills
Applicant Tracking..., Networking, Security, Technical Recruiting, Internet Recruiting, Temporary Placement, Business Intelligence, Virtualization, Consulting, Information Security, Computer Security, Professional Services, Network Security, Disaster Recovery, Active Directory, Staffing Services, Recruiting, Cisco Technologies, Servers, Firewalls, VMware, System Administration, Contract Recruitment
Education
Northeastern University 2002 — 2007
Finance, Business Administration and Management, General
chelmsford high school 1998 — 2002
diploma, general
chelmsford high school 1998 — 2002
dipolma
ClearBridge Technology Group October 2008 - Present
new york life September 2007 - October 2008
Skills
Applicant Tracking..., Networking, Security, Technical Recruiting, Internet Recruiting, Temporary Placement, Business Intelligence, Virtualization, Consulting, Information Security, Computer Security, Professional Services, Network Security, Disaster Recovery, Active Directory, Staffing Services, Recruiting, Cisco Technologies, Servers, Firewalls, VMware, System Administration, Contract Recruitment
Education
Northeastern University 2002 — 2007
Finance, Business Administration and Management, General
chelmsford high school 1998 — 2002
diploma, general
chelmsford high school 1998 — 2002
dipolma
Darryl Beasley Darryl Beasley's New York Life Experience Social and Sports Sales ManagerMarriott Hotels, InternationalDecember 1999 - December 2005
Job Agent at New York Life
Industry Insurance
Experience
New York Life Social and Sports Sales ManagerMarriott Hotels, InternationalDecember 1999 - December 2005
Education
North Carolina Central University School of Law 1989 — 1993
J.D., Law
Morehouse College 1978 — 1983
BA, Psychology
Frederick Military Academy 1976 — 1978
Northeastern High School 1975 — 1976
New York Life Social and Sports Sales ManagerMarriott Hotels, InternationalDecember 1999 - December 2005
Education
North Carolina Central University School of Law 1989 — 1993
J.D., Law
Morehouse College 1978 — 1983
BA, Psychology
Frederick Military Academy 1976 — 1978
Northeastern High School 1975 — 1976
Noreen Ajmal Noreen Ajmal's New York Life Experience August 2007 - November 2007
Job Vice PresidentTreasury Management at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank June 2013 - Present
MB Financial Bank October 2010 - June 2013
MB Financial Bank July 2008 - October 2010
Northern Illinois University January 2008 - May 2008
New York Life August 2007 - November 2007
UBS Wealth Management May 2007 - August 2007
Washington Mutual May 2003 - June 2004
Skills
Microsoft Office, Treasury Management, Commercial Banking, Financial Services, Accounting, Banking, Credit, Cash Management, Portfolio Management, Financial Analysis, PowerPoint, Investments, Customer Service, Asset Allocation, Financial Modeling, Strategic Financial..., Microsoft Excel, Data Analysis, Sales, Finance, Outlook
Education
Northern Illinois University 2006 — 2008
Bachelor of Science, Finance
FirstMerit Bank June 2013 - Present
MB Financial Bank October 2010 - June 2013
MB Financial Bank July 2008 - October 2010
Northern Illinois University January 2008 - May 2008
New York Life August 2007 - November 2007
UBS Wealth Management May 2007 - August 2007
Washington Mutual May 2003 - June 2004
Skills
Microsoft Office, Treasury Management, Commercial Banking, Financial Services, Accounting, Banking, Credit, Cash Management, Portfolio Management, Financial Analysis, PowerPoint, Investments, Customer Service, Asset Allocation, Financial Modeling, Strategic Financial..., Microsoft Excel, Data Analysis, Sales, Finance, Outlook
Education
Northern Illinois University 2006 — 2008
Bachelor of Science, Finance
Linda Helmsin Linda Helmsin's New York Life Experience August 2007 - March 2008
Job Operations Manager
Industry Financial Services
Experience
Supreme Lending January 2015 - Present
DHI Mortgage June 2012 - July 2014
Capital Gymnastics November 2011 - June 2012
The Princeton Review November 2011 - June 2012
TransFirst December 2010 - September 2011
American Equity Mortgage November 2009 - December 2010
Bank of America July 2009 - October 2009
TimePayment Corp March 2008 - April 2009
New York Life August 2007 - March 2008
PHH Mortgage May 2003 - June 2007
Skills
First Aid, Cpr Certified, Microsoft Office, Team Management, Underwriting, Mortgage Lending, Financial Services, Analysis, Negotiation, FHA, Credit, Loans, Customer Service, Banking, Credit Analysis, Strategic Planning, Management, Sales, Mortgage Banking
Education
University of Florida - Warrington College Of Business 2002 — 2003
B.S., Business Management
Mount Holyoke College 1999 — 2001
Supreme Lending January 2015 - Present
DHI Mortgage June 2012 - July 2014
Capital Gymnastics November 2011 - June 2012
The Princeton Review November 2011 - June 2012
TransFirst December 2010 - September 2011
American Equity Mortgage November 2009 - December 2010
Bank of America July 2009 - October 2009
TimePayment Corp March 2008 - April 2009
New York Life August 2007 - March 2008
PHH Mortgage May 2003 - June 2007
Skills
First Aid, Cpr Certified, Microsoft Office, Team Management, Underwriting, Mortgage Lending, Financial Services, Analysis, Negotiation, FHA, Credit, Loans, Customer Service, Banking, Credit Analysis, Strategic Planning, Management, Sales, Mortgage Banking
Education
University of Florida - Warrington College Of Business 2002 — 2003
B.S., Business Management
Mount Holyoke College 1999 — 2001
Brian McKnight's New York Life Experience January 2003 - July 2005
Job Sr. Partner at BLM Consulting LLC
Industry Staffing and Recruiting
Experience
Penklor & Ideal Capital Patners January 2012 - Present
BLM Consulting May 2008 - Present
Trustaff January 2010 - December 2012
CBED International April 2006 - December 2009
The Mergis Group February 2007 - April 2009
Cydcor July 2005 - April 2006
New York Life January 2003 - July 2005
Skills
Employee Relations, Finance, Outlook, Recruiting, Payroll, Human Resources, Executive Search, Talent Management, Talent Acquisition, Direct Marketing, Direct Sales, Contract Recruitment, Recruitment Training, Entrepreneurship, Contract Negotiation, Strategic Sourcing, Full-life Cycle..., Staffing Services, Permanent Placement, Retained Search, Temporary Placement, Leadership, Hiring, Employee Training, Interviews, Cold Calling, Sales, Coaching, Employee Benefits, Applicant Tracking..., Networking, College Recruiting, Internet Recruiting, Technical Recruiting, Temporary Staffing, Deferred Compensation, Search, Sourcing, Benefits Negotiation, Career Counseling, Onboarding, Screening Resumes, New Business Development, Resume Writing, Marketing
Education
Miami University 1999 — 2003
Bachelors
Penklor & Ideal Capital Patners January 2012 - Present
BLM Consulting May 2008 - Present
Trustaff January 2010 - December 2012
CBED International April 2006 - December 2009
The Mergis Group February 2007 - April 2009
Cydcor July 2005 - April 2006
New York Life January 2003 - July 2005
Skills
Employee Relations, Finance, Outlook, Recruiting, Payroll, Human Resources, Executive Search, Talent Management, Talent Acquisition, Direct Marketing, Direct Sales, Contract Recruitment, Recruitment Training, Entrepreneurship, Contract Negotiation, Strategic Sourcing, Full-life Cycle..., Staffing Services, Permanent Placement, Retained Search, Temporary Placement, Leadership, Hiring, Employee Training, Interviews, Cold Calling, Sales, Coaching, Employee Benefits, Applicant Tracking..., Networking, College Recruiting, Internet Recruiting, Technical Recruiting, Temporary Staffing, Deferred Compensation, Search, Sourcing, Benefits Negotiation, Career Counseling, Onboarding, Screening Resumes, New Business Development, Resume Writing, Marketing
Education
Miami University 1999 — 2003
Bachelors
Lucille Wade Lucille Wade's New York Life Experience November 1977 - April 1984
Job Owner at Wade Financial Services
Industry Financial Services
Experience
Wade Financial Services April 1984 - Present
Various Independent Broker Dealers April 1984 - June 2004
New York Life November 1977 - April 1984
Fargo Public Schools January 1974 - June 1977
Skills
Business Consulting, Investment Portfolio..., Life, Health, and..., Mutual Funds, Insurance, Securities, Bonds, Sales, Variable Annuities, Small Business, Entrepreneurship, Start-ups, Interim Management, Venture Capital, Business Strategy, Investments, Executive Coaching, E-commerce
Education
North Dakota State University 1969 — 1973
Bachelor of Science (BS) in Arts and Humanities, Vocal Music/Instrumental Music/Math
Wyndmere High School 1964 — 1969
High School
Wade Financial Services April 1984 - Present
Various Independent Broker Dealers April 1984 - June 2004
New York Life November 1977 - April 1984
Fargo Public Schools January 1974 - June 1977
Skills
Business Consulting, Investment Portfolio..., Life, Health, and..., Mutual Funds, Insurance, Securities, Bonds, Sales, Variable Annuities, Small Business, Entrepreneurship, Start-ups, Interim Management, Venture Capital, Business Strategy, Investments, Executive Coaching, E-commerce
Education
North Dakota State University 1969 — 1973
Bachelor of Science (BS) in Arts and Humanities, Vocal Music/Instrumental Music/Math
Wyndmere High School 1964 — 1969
High School
Yev Saidachev's New York Life Experience August 2011 — March 2013
Job Manager, Sales Development
Industry Information Technology and Services
Experience
Texas Warriors Youth Hockey June 2015 — Present
AppDynamics February 2015 — Present
EMC January 2014 — January 2015
EMC April 2013 — December 2013
New York Life August 2011 — March 2013
Tacoma Jr. Rockets December 2010 — March 2013
Pacific Forestry Inc May 2010 — November 2010
IHL, CHL AHL September 2007 — August 2010
Middlebury College August 2003 — July 2007
Skills
Leadership, Sales, Management, Coaching, Business Development, Time Management, Cloud Computing, Marketing, Cold Calling, Teamwork, Sales Process, Analysis, Strategic Financial..., Social Networking, Account Management, Social Media, Solution Selling, Sports, Information Technology, EMC Storage, Customer Service, Investments, Fundraising, Customer Satisfaction, Salesforce.com
Education
Middlebury College 2003 — 2007
BA, Economics
Culver Military Academy 2000 — 2003
Student
Charles Wright Academy 1997 — 2000
Student
Texas Warriors Youth Hockey June 2015 — Present
AppDynamics February 2015 — Present
EMC January 2014 — January 2015
EMC April 2013 — December 2013
New York Life August 2011 — March 2013
Tacoma Jr. Rockets December 2010 — March 2013
Pacific Forestry Inc May 2010 — November 2010
IHL, CHL AHL September 2007 — August 2010
Middlebury College August 2003 — July 2007
Skills
Leadership, Sales, Management, Coaching, Business Development, Time Management, Cloud Computing, Marketing, Cold Calling, Teamwork, Sales Process, Analysis, Strategic Financial..., Social Networking, Account Management, Social Media, Solution Selling, Sports, Information Technology, EMC Storage, Customer Service, Investments, Fundraising, Customer Satisfaction, Salesforce.com
Education
Middlebury College 2003 — 2007
BA, Economics
Culver Military Academy 2000 — 2003
Student
Charles Wright Academy 1997 — 2000
Student
John H. Lucas's New York Life Experience 1989 - 2012
Job Experienced Data Architect / Business Analyst / Data Warehousing and Data Modeling Professional
Industry Insurance
Experience
Data Management Forum 1996 - Present
New York Life 1989 - 2012
Depository Trust (DTCC) 1986 - 1989
JPMorgan Chase 1971 - 1981
Skills
Data Modeling, Enterprise Architecture, Data Warehousing, Data Quality, Data Integration, SOA, ETL, SDLC, Business Intelligence, Erwin, Database Design, Architecture, Business Systems..., Oracle SQL, System Design, Enterprise Reference..., Data Naming Standards, Non-profit..., Non-profit Leadership, Non-profit Volunteer, Non-profit Director, Customer Service, Data Management, Master Data Management, Building Business..., Business Analysis, Requirements Analysis, Integration, Requirements Gathering
Education
New York University
Certifications in DataBase Management, Business Systems Analysis and Applications Programming, 4.0
SUNY Stony Brook
Bachelor of Arts (B.A.), Mathematics, Psychology, Education
Data Management Forum 1996 - Present
New York Life 1989 - 2012
Depository Trust (DTCC) 1986 - 1989
JPMorgan Chase 1971 - 1981
Skills
Data Modeling, Enterprise Architecture, Data Warehousing, Data Quality, Data Integration, SOA, ETL, SDLC, Business Intelligence, Erwin, Database Design, Architecture, Business Systems..., Oracle SQL, System Design, Enterprise Reference..., Data Naming Standards, Non-profit..., Non-profit Leadership, Non-profit Volunteer, Non-profit Director, Customer Service, Data Management, Master Data Management, Building Business..., Business Analysis, Requirements Analysis, Integration, Requirements Gathering
Education
New York University
Certifications in DataBase Management, Business Systems Analysis and Applications Programming, 4.0
SUNY Stony Brook
Bachelor of Arts (B.A.), Mathematics, Psychology, Education
Jeffrey Kolikof, MBA's New York Life Experience 2003 - 2005
Job President at Landmark Business Partners
Industry Management Consulting
Experience
Landmark Business Partners May 2010 - Present
Financial Services May 2002 - June 2010
International Profit Associates 2008 - March 2010
IPA Management Consultants 2008 - 2010
Kolikof Management 2002 - 2010
George S. May International 2007 - 2008
New York Life 2003 - 2005
GTE Government Systems 1989 - 1993
Skills
Business Planning, Market Planning, Quickbooks, Incentive Programs, Management Consulting, QuickBooks, Business Development, Cash Management, Forecasting, Job Coaching, Job Descriptions, Key Account Management, Leadership, Cross-functional Team..., Operations Management, Start-ups, Strategy, Organizational..., Project Management, Finance, Business Process..., Executive Management, Training, Coaching, Mergers & Acquisitions, Business Analysis, Change Management, Team Building, Leadership Development, Analysis, Entrepreneurship, Business Strategy, Sales, Management, Pricing, Marketing, Financial Analysis, Small Business, Process Improvement, Business Transformation, Performance Management, Strategic Planning, Performance Improvement, Strategic Financial..., Human Resources, Program Management, Consulting, Organizational Design, Strategic Consulting, Executive Coaching
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
Northeastern University 1977 — 1987
BS, Computer Science
Landmark Business Partners May 2010 - Present
Financial Services May 2002 - June 2010
International Profit Associates 2008 - March 2010
IPA Management Consultants 2008 - 2010
Kolikof Management 2002 - 2010
George S. May International 2007 - 2008
New York Life 2003 - 2005
GTE Government Systems 1989 - 1993
Skills
Business Planning, Market Planning, Quickbooks, Incentive Programs, Management Consulting, QuickBooks, Business Development, Cash Management, Forecasting, Job Coaching, Job Descriptions, Key Account Management, Leadership, Cross-functional Team..., Operations Management, Start-ups, Strategy, Organizational..., Project Management, Finance, Business Process..., Executive Management, Training, Coaching, Mergers & Acquisitions, Business Analysis, Change Management, Team Building, Leadership Development, Analysis, Entrepreneurship, Business Strategy, Sales, Management, Pricing, Marketing, Financial Analysis, Small Business, Process Improvement, Business Transformation, Performance Management, Strategic Planning, Performance Improvement, Strategic Financial..., Human Resources, Program Management, Consulting, Organizational Design, Strategic Consulting, Executive Coaching
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
Northeastern University 1977 — 1987
BS, Computer Science
Scott Kelleher's New York Life Experience July 2007 - Present
Job Insurance agent specialized in chiropractic and family field
Industry Insurance
Experience
New York Life July 2007 - Present
Community Chiropractic Clinic 2003 - 2007
Education
Northeastern University
New York Life July 2007 - Present
Community Chiropractic Clinic 2003 - 2007
Education
Northeastern University
Igor Kotenko's New York Life Experience December 2007 - Present
Job SENIOR APPLICATIONS PROJECT SPECIALIST at New York Life
Industry Computer Networking
Experience
New York Life December 2007 - Present
Panasonic September 2007 - November 2007
Valuation Services (former AMCO) September 2002 - August 2007
Teksystems February 1998 - July 2002
Skills
Integration, Vendor Management, IT Strategy, Visio, Process Improvement, Requirements Analysis, Disaster Recovery, Business Analysis, SDLC, Data Center, Program Management, Enterprise Architecture, PMO, SharePoint, Cisco Technologies
Education
Kiev Polytechnic Institute 1981 — 1985
B.C., Systems Engineering
New York Life December 2007 - Present
Panasonic September 2007 - November 2007
Valuation Services (former AMCO) September 2002 - August 2007
Teksystems February 1998 - July 2002
Skills
Integration, Vendor Management, IT Strategy, Visio, Process Improvement, Requirements Analysis, Disaster Recovery, Business Analysis, SDLC, Data Center, Program Management, Enterprise Architecture, PMO, SharePoint, Cisco Technologies
Education
Kiev Polytechnic Institute 1981 — 1985
B.C., Systems Engineering
Dmitriy Morgun's New York Life Experience November 2007 - June 2010
Job BI Engineer/Consultant at Citi
Industry Information Technology and Services
Experience
Citi January 2011 - Present
The Guardian Life Insurance Company of America July 2010 - December 2010
New York Life November 2007 - June 2010
Ingenix/i3 2006 - 2007
Skills
Business Analysis, Business Objects, ETL, Business Intelligence, Informatica, Data Warehousing
Education
XIRE 1990 — 1997
New York University
Citi January 2011 - Present
The Guardian Life Insurance Company of America July 2010 - December 2010
New York Life November 2007 - June 2010
Ingenix/i3 2006 - 2007
Skills
Business Analysis, Business Objects, ETL, Business Intelligence, Informatica, Data Warehousing
Education
XIRE 1990 — 1997
New York University
Joseph Nicotina's New York Life Experience January 2012 - Present
Job Senior Associate, Architect & Engineering at New York Life
Industry Information Technology and Services
Experience
New York Life January 2012 - Present
New York Life Insurance Company 2010 - January 2012
Nico & Sons LLC. June 2005 - October 2011
Polycom 2006 - 2010
US Trust 2001 - 2006
Educational Video Conferencing 1997 - 2001
Skills
H.323, MCU Operations, Operations Management, Service Delivery, VNOC Management, Statistical Reporting, Video Conferencing, Unified Communications
Education
AIU 2003 — 2005
BBA, Operations Management
Mercy College 1997 — 1999
New York Life January 2012 - Present
New York Life Insurance Company 2010 - January 2012
Nico & Sons LLC. June 2005 - October 2011
Polycom 2006 - 2010
US Trust 2001 - 2006
Educational Video Conferencing 1997 - 2001
Skills
H.323, MCU Operations, Operations Management, Service Delivery, VNOC Management, Statistical Reporting, Video Conferencing, Unified Communications
Education
AIU 2003 — 2005
BBA, Operations Management
Mercy College 1997 — 1999
Jonathan Cohen, LUTCF's New York Life Experience 2006 - 2008
Job Agency Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance January 2012 - Present
State Farm Insurance January 2010 - May 2011
New York Life 2006 - 2008
Select Grille October 2005 - March 2007
Alan Hart 1997 - 1999
Skills
Term Life Insurance, Fixed Annuities, Insurance, Property & Casualty..., Life Insurance, Financial Services, Umbrella Insurance, Whole Life, Disability Insurance, Sales, Commercial Insurance, Health Insurance, Customer Service, Legal Liability, Retirement Planning, Small Business, Universal Life
Education
Northeastern University 1996 — 2001
Criminal Justice
Cherry Hill High School West 1992 — 1996
Farmers Insurance January 2012 - Present
State Farm Insurance January 2010 - May 2011
New York Life 2006 - 2008
Select Grille October 2005 - March 2007
Alan Hart 1997 - 1999
Skills
Term Life Insurance, Fixed Annuities, Insurance, Property & Casualty..., Life Insurance, Financial Services, Umbrella Insurance, Whole Life, Disability Insurance, Sales, Commercial Insurance, Health Insurance, Customer Service, Legal Liability, Retirement Planning, Small Business, Universal Life
Education
Northeastern University 1996 — 2001
Criminal Justice
Cherry Hill High School West 1992 — 1996
William Rawson's New York Life Experience 1995 - 1998
Job Benefits Advisor at Wine Sergi & Co LLC
Industry Insurance
Experience
Wine Sergi & Co LLC 2002 - Present
Humana 1999 - 2001
New York Life 1995 - 1998
Education
University of Illinois at Chicago 1982 — 1988
BA
Triton-College 1979 — 1980
AA
North Central College 1978 — 1979
Wine Sergi & Co LLC 2002 - Present
Humana 1999 - 2001
New York Life 1995 - 1998
Education
University of Illinois at Chicago 1982 — 1988
BA
Triton-College 1979 — 1980
AA
North Central College 1978 — 1979
Michele Kenaga's New York Life Experience February 2003 - October 2013
Job Realtor at Weichert, Realtors
Industry Real Estate
Experience
Weichert, Realtors January 2015 - Present
New York Life February 2003 - October 2013
Champion International 1990 - 2001
Skills
Human Resources, Deferred Compensation, Succession Planning, Management, Leadership, Insurance, Talent Management, Organizational..., Employee Engagement, Performance Management, Employee Relations, Employee Benefits, Strategic Planning, Team Building, Change Management, Strategy, Talent Acquisition, Program Management, Leadership Development, Onboarding, Personnel Management, Organizational Design
Education
Roosevelt University 1978 — 1980
MBA, Business
North Central College
Bachelor's degree, English Language and Literature/Letters
Weichert, Realtors January 2015 - Present
New York Life February 2003 - October 2013
Champion International 1990 - 2001
Skills
Human Resources, Deferred Compensation, Succession Planning, Management, Leadership, Insurance, Talent Management, Organizational..., Employee Engagement, Performance Management, Employee Relations, Employee Benefits, Strategic Planning, Team Building, Change Management, Strategy, Talent Acquisition, Program Management, Leadership Development, Onboarding, Personnel Management, Organizational Design
Education
Roosevelt University 1978 — 1980
MBA, Business
North Central College
Bachelor's degree, English Language and Literature/Letters
Rita Gail Mac Auslan's New York Life Experience December 2005 - April 2012
Job Director, Customer Relations at Phonologics, Inc.
Industry Education Management
Experience
Phonologics, Inc. January 2012 - Present
Manchester Community College August 2008 - Present
New York Life December 2005 - April 2012
APC 1996 - 2002
APC, Lockheed Sanders 1982 - 2002
Education
Michigan State University 1969 — 1978
Doctor of Philosophy (Ph.D.), Medieval Studies
Phonologics, Inc. January 2012 - Present
Manchester Community College August 2008 - Present
New York Life December 2005 - April 2012
APC 1996 - 2002
APC, Lockheed Sanders 1982 - 2002
Education
Michigan State University 1969 — 1978
Doctor of Philosophy (Ph.D.), Medieval Studies
Scott Simmins's New York Life Experience August 1998 - April 1999
Job Trainer at Cornerstone Management Solutions
Industry Information Technology and Services
Experience
Cornerstone Management Solutions August 2004 - Present
Hudson United Bank February 2004 - August 2004
International Trade July 2003 - February 2004
Astrix Technology Group February 2001 - November 2002
Astrix Software 2001 - 2002
New Jersey Title Insurance Company April 1999 - February 2001
Cornerstone Data Corporation May 1999 - August 2000
New York Life August 1998 - April 1999
LORD AND TAYLOR 1996 - 1998
Education
Mercer County Community College 1994 — 2004
Mercer County Community College
AA Liberal Arts, Computer Science Classes
Cornerstone Management Solutions August 2004 - Present
Hudson United Bank February 2004 - August 2004
International Trade July 2003 - February 2004
Astrix Technology Group February 2001 - November 2002
Astrix Software 2001 - 2002
New Jersey Title Insurance Company April 1999 - February 2001
Cornerstone Data Corporation May 1999 - August 2000
New York Life August 1998 - April 1999
LORD AND TAYLOR 1996 - 1998
Education
Mercer County Community College 1994 — 2004
Mercer County Community College
AA Liberal Arts, Computer Science Classes
Mark Fayak's New York Life Experience 1996 - 1999
Job VP of Marketing at iGROUP Helping agencies and their agents grow sales and maximize revenue
Industry Insurance
Experience
iGROUP - Oaktree Brokerage August 1999 - Present
American Financial Partners 1999 - 2005
New York Life 1996 - 1999
Prudential 1992 - 1996
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Strategic Planning, Long-term Care, Term Life Insurance, Retirement Planning, Investments, Estate Planning, Retirement, Strategic Financial..., Brokers
Education
Mercyhurst University 1989 — 1991
iGROUP - Oaktree Brokerage August 1999 - Present
American Financial Partners 1999 - 2005
New York Life 1996 - 1999
Prudential 1992 - 1996
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Strategic Planning, Long-term Care, Term Life Insurance, Retirement Planning, Investments, Estate Planning, Retirement, Strategic Financial..., Brokers
Education
Mercyhurst University 1989 — 1991
Rita Auerbach's New York Life Experience February 1997 - Present
Job Insurance Professional
Industry Insurance
Experience
New York Life February 1997 - Present
Skills
Marketing Strategy, Financial Services, Finance
Education
New York Institute of Technology
MBA;CFM, Financial Management
New York Life February 1997 - Present
Skills
Marketing Strategy, Financial Services, Finance
Education
New York Institute of Technology
MBA;CFM, Financial Management
Patricia Paredes Saez's New York Life Experience 1985 - 1997
Job Director Production Services A+E Networks
Industry Media Production
Gregory Long's New York Life Experience July 2010 - February 2014
Job Marketing at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group December 2014 - Present
New York Life Insurance Company March 2014 - November 2014
New York Life July 2010 - February 2014
MassMutual Financial Group 2014 - 2014
New York Life Insurance Company July 2005 - July 2010
Marketing Associates USA 2000 - 2005
Sterling Research Group 1999 - 2000
PSI Global 1996 - 1999
SunTrust Bank 1992 - 1994
Skills
Marketing Strategy, Strategic Planning, Direct Marketing, Adobe Creative Suite, Marketing Research, Market Research, Analytics, Direct Mail, Consumer Insights, Photoshop, Customer Acquisition, Product Marketing, Marketing, Cross-functional Team..., Leadership, Management, Customer Insight, Advertising, Strategy
Education
Mercer University 1988 — 1992
Bachelor of Arts, Communication
MassMutual Financial Group December 2014 - Present
New York Life Insurance Company March 2014 - November 2014
New York Life July 2010 - February 2014
MassMutual Financial Group 2014 - 2014
New York Life Insurance Company July 2005 - July 2010
Marketing Associates USA 2000 - 2005
Sterling Research Group 1999 - 2000
PSI Global 1996 - 1999
SunTrust Bank 1992 - 1994
Skills
Marketing Strategy, Strategic Planning, Direct Marketing, Adobe Creative Suite, Marketing Research, Market Research, Analytics, Direct Mail, Consumer Insights, Photoshop, Customer Acquisition, Product Marketing, Marketing, Cross-functional Team..., Leadership, Management, Customer Insight, Advertising, Strategy
Education
Mercer University 1988 — 1992
Bachelor of Arts, Communication
Leshia Mussington's New York Life Experience November 2006 - April 2007
Job Professional Administrative Assistant
Industry Executive Office
Experience
Howard University, College of Dentistry May 2013 - October 2014
Landauer Metropolitan July 2010 - February 2012
Manhattanville College May 2010 - June 2010
Hearthstone Alzheimer Care March 2010 - May 2010
Ortho-Net November 2008 - March 2009
New York Life November 2006 - April 2007
Skills
Data Entry, Management, Medical Billing, Microsoft Excel, Accounts Receivable, Administrative..., Receptionist Duties
Education
BA in Bus. Mgmt w/ minor in Project Mgmt 2005 — 2008
BS, Business Management
Monroe College 2005 — 2008
Business Management, BBA
Howard University, College of Dentistry May 2013 - October 2014
Landauer Metropolitan July 2010 - February 2012
Manhattanville College May 2010 - June 2010
Hearthstone Alzheimer Care March 2010 - May 2010
Ortho-Net November 2008 - March 2009
New York Life November 2006 - April 2007
Skills
Data Entry, Management, Medical Billing, Microsoft Excel, Accounts Receivable, Administrative..., Receptionist Duties
Education
BA in Bus. Mgmt w/ minor in Project Mgmt 2005 — 2008
BS, Business Management
Monroe College 2005 — 2008
Business Management, BBA
Diann China's New York Life Experience July 2010 - Present
Job Technical Business Analyst at Human Resources Administration
Industry Information Technology and Services
Experience
Human Resources Administration August 2013 - Present
New York Life July 2010 - Present
department of education 2005 - 2008
Skills
TCP/IP, Operating Systems, Active Directory, Windows 7, Windows Server, Computer Hardware, Windows, Citrix, System Administration, Hardware
Education
Walden University 2013 — 2015
Master's degree, Information Technology
Monroe College 2008 — 2010
Bachelors, Applied Science in Information Technology
Human Resources Administration August 2013 - Present
New York Life July 2010 - Present
department of education 2005 - 2008
Skills
TCP/IP, Operating Systems, Active Directory, Windows 7, Windows Server, Computer Hardware, Windows, Citrix, System Administration, Hardware
Education
Walden University 2013 — 2015
Master's degree, Information Technology
Monroe College 2008 — 2010
Bachelors, Applied Science in Information Technology
Jorge Kusactay's New York Life Experience June 1996 - December 2001
Job Systems Engineer
Industry Computer & Network Security
Experience
Toko IT January 2007 - Present
Bingham McCutchen January 2002 - January 2007
New York Life June 1996 - December 2001
Education
New York University 1992 — 1996
Toko IT January 2007 - Present
Bingham McCutchen January 2002 - January 2007
New York Life June 1996 - December 2001
Education
New York University 1992 — 1996
Roland Gatti's New York Life Experience December 2002 - Present
Job Assistant Actuary at New York Life
Industry Insurance
Experience
New York Life December 2002 - Present
Aviva Life Insurance / Bankers Life Ins Co of NY 2000 - 2002
Bankers Life Insurance Company of NY 2000 - 2002
Mutual of New York November 1994 - February 2000
Skills
Actuarial Science, Embedded Value, Actuaries, Life Insurance, Variable Life, Insurance, Universal Life, Financial Risk, Financial Analysis, Pension Funds, Actuarial Consulting, Underwriting, Strategic Financial..., General Insurance, Disability Insurance, Actuarial Exams, Access
Education
New York University 1989 — 1993
BS, Quantitative Analysis
New York University - Leonard N. Stern School of Business 1989 — 1993
B.S., Actuarial Science
New York Life December 2002 - Present
Aviva Life Insurance / Bankers Life Ins Co of NY 2000 - 2002
Bankers Life Insurance Company of NY 2000 - 2002
Mutual of New York November 1994 - February 2000
Skills
Actuarial Science, Embedded Value, Actuaries, Life Insurance, Variable Life, Insurance, Universal Life, Financial Risk, Financial Analysis, Pension Funds, Actuarial Consulting, Underwriting, Strategic Financial..., General Insurance, Disability Insurance, Actuarial Exams, Access
Education
New York University 1989 — 1993
BS, Quantitative Analysis
New York University - Leonard N. Stern School of Business 1989 — 1993
B.S., Actuarial Science
Anthony Lotito's New York Life Experience 2007 - Present
Job Corporate Vice President Unified Communications Architecture & Engineer
Industry Insurance
Experience
New York Life Insurance March 2007 - Present
New York Life 2007 - Present
Black Box Network Services January 1997 - October 2006
NextiraOne (formerly Williams Communications) 1997 - 2006
NextiraOne 1995 - 2006
Skills
Network Security, LAN-WAN, VoIP, System Deployment, Network Architecture, Telephony, IP, Vendor Management, Cisco Technologies, Unified Communications, TCP/IP, ITIL, Solution Architecture, Cisco Call Manager, Virtualization, CTI, Disaster Recovery, Enterprise Architecture, Routers, Linux, Integration, Telecommunications, Data Center, Unix, Requirements Analysis, DNS, Network Design, Networking, Security, Servers, VMware ESX, IT Management, Windows Server, Microsoft Exchange, WAN, Network Engineering, Active Directory, Troubleshooting, Infrastructure, System Administration, Managed Services, Operating Systems
Education
New Jersey City University
Computer Science
New York Life Insurance March 2007 - Present
New York Life 2007 - Present
Black Box Network Services January 1997 - October 2006
NextiraOne (formerly Williams Communications) 1997 - 2006
NextiraOne 1995 - 2006
Skills
Network Security, LAN-WAN, VoIP, System Deployment, Network Architecture, Telephony, IP, Vendor Management, Cisco Technologies, Unified Communications, TCP/IP, ITIL, Solution Architecture, Cisco Call Manager, Virtualization, CTI, Disaster Recovery, Enterprise Architecture, Routers, Linux, Integration, Telecommunications, Data Center, Unix, Requirements Analysis, DNS, Network Design, Networking, Security, Servers, VMware ESX, IT Management, Windows Server, Microsoft Exchange, WAN, Network Engineering, Active Directory, Troubleshooting, Infrastructure, System Administration, Managed Services, Operating Systems
Education
New Jersey City University
Computer Science
Sheila Fuller's New York Life Experience July 2008 - Present
Job Director Relationship Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company MainStay Investments September 2012 - Present
New York Life July 2008 - Present
OppenheimerFunds April 2001 - July 2008
JP Morgan Chase March 2000 - April 2001
Merrill Lynch 1997 - 2000
ML Life Insurance Company of New York 1997 - 1998
Skills
Series 7, Series 63, Insurance, Mutual Funds, Series 6, Investments, Retirement Planning, Wealth Management, Securities, 401k, Retirement, Fixed Annuities
Education
Merrimack College 1992 — 1996
New York Life Insurance Company MainStay Investments September 2012 - Present
New York Life July 2008 - Present
OppenheimerFunds April 2001 - July 2008
JP Morgan Chase March 2000 - April 2001
Merrill Lynch 1997 - 2000
ML Life Insurance Company of New York 1997 - 1998
Skills
Series 7, Series 63, Insurance, Mutual Funds, Series 6, Investments, Retirement Planning, Wealth Management, Securities, 401k, Retirement, Fixed Annuities
Education
Merrimack College 1992 — 1996
Christi Chang's New York Life Experience October 2008 - February 2010
Job Pharmacy Intern at Walgreens
Industry Pharmaceuticals
Experience
Walgreens October 2012 - Present
Harris Teeter February 2010 - March 2011
New York Life October 2008 - February 2010
Ecological Society of America March 2008 - May 2008
US Pan Asian American Chamber of Commerce January 2007 - May 2007
LexisNexis June 2004 - August 2004
Skills
Marketing, Small Business, Insurance, Marketing Strategy, Event Planning, Pharmacy, Compounding
Education
Midwestern University (AZ) 2011 — 2014
Doctor of Pharmacy (Pharm.D.), Pharmacy
The George Washington University - School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Marketing
United Nations International School 2001 — 2005
High School, International Baccalaureate
Walgreens October 2012 - Present
Harris Teeter February 2010 - March 2011
New York Life October 2008 - February 2010
Ecological Society of America March 2008 - May 2008
US Pan Asian American Chamber of Commerce January 2007 - May 2007
LexisNexis June 2004 - August 2004
Skills
Marketing, Small Business, Insurance, Marketing Strategy, Event Planning, Pharmacy, Compounding
Education
Midwestern University (AZ) 2011 — 2014
Doctor of Pharmacy (Pharm.D.), Pharmacy
The George Washington University - School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Marketing
United Nations International School 2001 — 2005
High School, International Baccalaureate
Jeff Oller's New York Life Experience November 1987 - January 1991
Job Tax Advisor
Industry Insurance
Experience
Ernst & Young June 2003 - Present
Genworth Financial October 1997 - June 2003
GE Financial Assurance 1997 - 2003
KPMG Peat Marwick January 1991 - October 1997
KPMG 1991 - 1997
New York Life November 1987 - January 1991
Skills
Tax, Auditing, Project Planning, GAAP, Insurance
Education
New York University School of Law 1991 — 1994
LL.M Taxation, Taxation
Rutgers University School of Law - Newark 1987 — 1991
JD, Law
Pace University - Lubin School of Business 1978 — 1981
BBA-CPA, Accounting
Ernst & Young June 2003 - Present
Genworth Financial October 1997 - June 2003
GE Financial Assurance 1997 - 2003
KPMG Peat Marwick January 1991 - October 1997
KPMG 1991 - 1997
New York Life November 1987 - January 1991
Skills
Tax, Auditing, Project Planning, GAAP, Insurance
Education
New York University School of Law 1991 — 1994
LL.M Taxation, Taxation
Rutgers University School of Law - Newark 1987 — 1991
JD, Law
Pace University - Lubin School of Business 1978 — 1981
BBA-CPA, Accounting
Robert Gotelli's New York Life Experience January 2009 - January 2010
Job Employee Benefits Consultant
Industry Insurance
Experience
ECS Imaging January 2011 - January 2012
EIS, Inc January 2010 - January 2011
New York Life January 2009 - January 2010
Accu Image, Inc. February 1997 - July 2008
Accu-Image, Inc January 2005 - January 2008
Skills
MDS consultant, Saas Consultant, Document Management, Solution Selling, Enterprise Content..., Managed Print Services, Document Imaging, SaaS
Education
CTA 1996 — 1997
Advanced Networking
Utah Valley University 1989 — 1991
Business, Computer Science
Modesto Junior College 1987 — 1989
Certification, Telecommunications/General
ECS Imaging January 2011 - January 2012
EIS, Inc January 2010 - January 2011
New York Life January 2009 - January 2010
Accu Image, Inc. February 1997 - July 2008
Accu-Image, Inc January 2005 - January 2008
Skills
MDS consultant, Saas Consultant, Document Management, Solution Selling, Enterprise Content..., Managed Print Services, Document Imaging, SaaS
Education
CTA 1996 — 1997
Advanced Networking
Utah Valley University 1989 — 1991
Business, Computer Science
Modesto Junior College 1987 — 1989
Certification, Telecommunications/General
Anthony Scarpa's New York Life Experience October 2007 - Present
Job Internet Applications Engineer at New York Life
Industry Information Technology and Services
Experience
New York Life October 2007 - Present
Citigroup 2006 - 2007
JPMorgan Chase 2000 - 2006
Publishers Circulation Fulfillment September 1999 - November 2000
GPU May 1993 - September 1999
Education
The Chubb Institute 1997 — 1998
Network Engineering & Data Communications
New Jersey Institute of Technology 1990 — 1996
New York Life October 2007 - Present
Citigroup 2006 - 2007
JPMorgan Chase 2000 - 2006
Publishers Circulation Fulfillment September 1999 - November 2000
GPU May 1993 - September 1999
Education
The Chubb Institute 1997 — 1998
Network Engineering & Data Communications
New Jersey Institute of Technology 1990 — 1996
Michael J. Greenlee's New York Life Experience April 2003 - September 2006
Job Owner
Industry Insurance
Experience
Design-to-Fit April 2012 - Present
HM Benefits November 2013 - November 2014
Ollis and Company September 2006 - November 2013
New York Life April 2003 - September 2006
Skills
Commercial Insurance, Customer Service, Disability Insurance, Employee Benefits, Employee Relations, Health Insurance, Healthcare, Investments, Leadership, Life Insurance, Management, Marketing, Medicare, Professional Liability, Property & Casualty..., Small Business, Strategy, Term Life Insurance, Time Management, Underwriting, Workers Compensation, Insurance, Critical Illness, Long-term Care, Accident, Group Insurance, Health Savings Accounts, Strategic Planning, Team Building, Sales, Public Speaking, Marketing Strategy, Training, Business Planning, Sales Management, Consulting, Human Resources, Coaching, New Business Development, Leadership Development, Brokers, Account Management, Microsoft Office, Budgets, Relationship Building, Social Media, Risk Management, Nonprofits, Contract Negotiation, Event Planning
Education
Missouri State University 1996 — 2001
Communications, Criminal Law
Design-to-Fit April 2012 - Present
HM Benefits November 2013 - November 2014
Ollis and Company September 2006 - November 2013
New York Life April 2003 - September 2006
Skills
Commercial Insurance, Customer Service, Disability Insurance, Employee Benefits, Employee Relations, Health Insurance, Healthcare, Investments, Leadership, Life Insurance, Management, Marketing, Medicare, Professional Liability, Property & Casualty..., Small Business, Strategy, Term Life Insurance, Time Management, Underwriting, Workers Compensation, Insurance, Critical Illness, Long-term Care, Accident, Group Insurance, Health Savings Accounts, Strategic Planning, Team Building, Sales, Public Speaking, Marketing Strategy, Training, Business Planning, Sales Management, Consulting, Human Resources, Coaching, New Business Development, Leadership Development, Brokers, Account Management, Microsoft Office, Budgets, Relationship Building, Social Media, Risk Management, Nonprofits, Contract Negotiation, Event Planning
Education
Missouri State University 1996 — 2001
Communications, Criminal Law
Andrea Mango's New York Life Experience May 2011 - March 2013
Job Counsel at Gabelli Funds, LLC
Industry Financial Services
Experience
Gabelli Funds, LLC August 2013 - Present
New York Life May 2011 - March 2013
Deutsche Bank AG September 2006 - March 2011
Dechert LLP 2000 - 2005
US Securities and Exchange Commission August 1998 - August 2000
Skills
Hedge Funds, Securities, Mutual Funds, Corporate Governance, FINRA, Securities Regulation, Litigation, Due Diligence, Asset Management, SEC, Corporate Law, Financial Services, AML, Investments, Alternative Investments, Private Equity, Capital Markets, Broker-Dealer
Education
The Catholic University of America, Columbus School of Law 1995 — 1998
Miami University
BA
Gabelli Funds, LLC August 2013 - Present
New York Life May 2011 - March 2013
Deutsche Bank AG September 2006 - March 2011
Dechert LLP 2000 - 2005
US Securities and Exchange Commission August 1998 - August 2000
Skills
Hedge Funds, Securities, Mutual Funds, Corporate Governance, FINRA, Securities Regulation, Litigation, Due Diligence, Asset Management, SEC, Corporate Law, Financial Services, AML, Investments, Alternative Investments, Private Equity, Capital Markets, Broker-Dealer
Education
The Catholic University of America, Columbus School of Law 1995 — 1998
Miami University
BA
Sandra Maxfield's New York Life Experience November 2006 - June 2009
Job Executive Director Legal Consultant at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan 2012 - 2013
Eureka Migration LLC November 2009 - November 2012
New York Life November 2006 - June 2009
Citrix Systems August 2004 - November 2006
Skadden Arps August 2000 - August 2004
Freehills September 1997 - July 2000
Debevoise & Plimpton November 1994 - July 1997
Skills
Mergers & Acquisitions, Private Equity, Asset Management, Bank Financings, Investment Funds, Corporate Law, Due Diligence, Joint Ventures, Corporate Finance, Cross-border..., International Law, Corporate Governance, Financial Services, Contract Negotiation, Intellectual Property, Employment Law, Competition Law, Shareholder Agreements
Education
Monash University
LLB (Hons), Law
Monash University
Bachelor of Arts, Philosophy
J.P. Morgan 2012 - 2013
Eureka Migration LLC November 2009 - November 2012
New York Life November 2006 - June 2009
Citrix Systems August 2004 - November 2006
Skadden Arps August 2000 - August 2004
Freehills September 1997 - July 2000
Debevoise & Plimpton November 1994 - July 1997
Skills
Mergers & Acquisitions, Private Equity, Asset Management, Bank Financings, Investment Funds, Corporate Law, Due Diligence, Joint Ventures, Corporate Finance, Cross-border..., International Law, Corporate Governance, Financial Services, Contract Negotiation, Intellectual Property, Employment Law, Competition Law, Shareholder Agreements
Education
Monash University
LLB (Hons), Law
Monash University
Bachelor of Arts, Philosophy
Aimee Edwards's New York Life Experience May 2004 - June 2007
Job Business Analyst at CSC
Industry Information Technology and Services
Experience
CSC January 2012 - Present
Hewlett-Packard March 2006 - December 2012
New York Life May 2004 - June 2007
Skills
Business Analysis, Process Improvement, Business Process..., SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Process, Change Management, Business Intelligence, PMO, Analysis
Education
North Carolina Agricultural and Technical State University 1994 — 1998
BS, Manangement and Finance
CSC January 2012 - Present
Hewlett-Packard March 2006 - December 2012
New York Life May 2004 - June 2007
Skills
Business Analysis, Process Improvement, Business Process..., SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Process, Change Management, Business Intelligence, PMO, Analysis
Education
North Carolina Agricultural and Technical State University 1994 — 1998
BS, Manangement and Finance
Juan Cosio's New York Life Experience July 1996 - Present
Job Owner, New York Life
Industry Financial Services
Experience
New York Life July 1996 - Present
First Union National Bank March 1992 - June 1996
Flagler Federal Savings September 1982 - March 1992
Education
Miami Dade College
University of Miami
New York Life July 1996 - Present
First Union National Bank March 1992 - June 1996
Flagler Federal Savings September 1982 - March 1992
Education
Miami Dade College
University of Miami
Chris Ostrem's New York Life Experience August 2008 - Present
Job Registered Representative at New York Life
Industry Financial Services
Experience
New York Life August 2008 - Present
Semitool 2001 - 2007
Education
Montana State University-Bozeman 1995 — 2000
B.S., Electrical Engineering
New York Life August 2008 - Present
Semitool 2001 - 2007
Education
Montana State University-Bozeman 1995 — 2000
B.S., Electrical Engineering
Preye Okah's New York Life Experience Actuarial AssociateAXA EquitableMarch 2008 - August 2011
Job CVP & Actuary at New York Life
Industry Financial Services
Experience
New York Life Actuarial AssociateAXA EquitableMarch 2008 - August 2011
Skills
Insurance, VBA, Actuarial Science, Investments, Financial Modeling, Statistics, Fixed Annuities, Data Analysis, Financial Analysis, Financial Risk, ALM, Life Insurance, Risk Management, Valuation
Education
New York University 2004 — 2008
B.A., Mathematics
Blue Valley High school
New York Life Actuarial AssociateAXA EquitableMarch 2008 - August 2011
Skills
Insurance, VBA, Actuarial Science, Investments, Financial Modeling, Statistics, Fixed Annuities, Data Analysis, Financial Analysis, Financial Risk, ALM, Life Insurance, Risk Management, Valuation
Education
New York University 2004 — 2008
B.A., Mathematics
Blue Valley High school
Marge Deverell's New York Life Experience April 2009 - July 2012
Job Global Controller, FXCM Inc
Industry Financial Services
Experience
FXCM Inc. August 2013 - Present
AIG July 2012 - August 2013
New York Life April 2009 - July 2012
Financial Guaranty Insurance Company January 2007 - April 2009
Prudential Financial 1997 - 2007
Midlantic Bank 1983 - 1997
Deloitte Haskins & Sells 1980 - 1983
Skills
Financial Analysis, Financial Reporting, Investments, Insurance, Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, US GAAP, SEC filings
Education
Montclair State University 1976 — 1980
BS, Accounting
FXCM Inc. August 2013 - Present
AIG July 2012 - August 2013
New York Life April 2009 - July 2012
Financial Guaranty Insurance Company January 2007 - April 2009
Prudential Financial 1997 - 2007
Midlantic Bank 1983 - 1997
Deloitte Haskins & Sells 1980 - 1983
Skills
Financial Analysis, Financial Reporting, Investments, Insurance, Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, US GAAP, SEC filings
Education
Montclair State University 1976 — 1980
BS, Accounting
John Vanhelder's New York Life Experience June 2007 - December 2007
Job Fixed Income Trading
Industry Investment Management
Experience
OBWS February 2009 - Present
Staffing Now Incorporated July 2008 - February 2009
New York Life June 2007 - December 2007
Skills
Temporary Staffing, Financial Analysis, Analysis, Recruiting, Cold Calling, Customer Service, Management, Sales
Education
Northern Illinois University - College of Business 2004 — 2008
Finance
Northern Illinois University 2004 — 2007
Bachelors of Science, Finance
Northern Illinois University 2002 — 2007
Finance, Finance
OBWS February 2009 - Present
Staffing Now Incorporated July 2008 - February 2009
New York Life June 2007 - December 2007
Skills
Temporary Staffing, Financial Analysis, Analysis, Recruiting, Cold Calling, Customer Service, Management, Sales
Education
Northern Illinois University - College of Business 2004 — 2008
Finance
Northern Illinois University 2004 — 2007
Bachelors of Science, Finance
Northern Illinois University 2002 — 2007
Finance, Finance
Scott Key's New York Life Experience June 2007 - Present
Job Sales Development Manager
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
New York Life June 2007 - Present
AFA Association Montgomery Chapter 102 2013 - 2015
Air Force Association, Montgomery Chapter 102 2009 - 2014
Air Force Association Montgomery Chapter 102 2006 - 2014
U.S. Air Force February 1977 - February 2007
Skills
Estate Planning, Long-term Care, Life Insurance, Financial Planners, Retirement Planning, Retirement, Fixed Annuities, Insurance, Wealth Management, Strategic Planning, Leadership, Risk Management, Organizational..., Financial Analysis, Budgets
Education
Naval War College 1993 — 1994
Master of Arts, National Security and Strategic Studies
Wester University 1985 — 1987
Master of Arts (M.A.), Human Resources Development/Industrial Psychology
The University of Memphis 1972 — 1976
BBA, Business
New York Life Insurance Company April 2015 - Present
New York Life June 2007 - Present
AFA Association Montgomery Chapter 102 2013 - 2015
Air Force Association, Montgomery Chapter 102 2009 - 2014
Air Force Association Montgomery Chapter 102 2006 - 2014
U.S. Air Force February 1977 - February 2007
Skills
Estate Planning, Long-term Care, Life Insurance, Financial Planners, Retirement Planning, Retirement, Fixed Annuities, Insurance, Wealth Management, Strategic Planning, Leadership, Risk Management, Organizational..., Financial Analysis, Budgets
Education
Naval War College 1993 — 1994
Master of Arts, National Security and Strategic Studies
Wester University 1985 — 1987
Master of Arts (M.A.), Human Resources Development/Industrial Psychology
The University of Memphis 1972 — 1976
BBA, Business
Bill Geasey's New York Life Experience 2003 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life 2003 - Present
Kathleen's Catering July 1987 - December 2003
Education
Northeastern University 1979 — 1984
Batchelor of science, Business
New York Life 2003 - Present
Kathleen's Catering July 1987 - December 2003
Education
Northeastern University 1979 — 1984
Batchelor of science, Business
Anthony Ferraro's New York Life Experience March 2008 - Present
Job Vice President & Actuary at New York Life
Industry Insurance
Experience
New York Life March 2008 - Present
Skills
Actuarial Science, Actuarial Consulting, Life Insurance, Product Development, Product Management, Financial Analysis, Financial Modeling, Fixed Annuities, Variable Annuities
Education
New York University
Bachelor of Arts (B.A.), Chemistry
New York Life March 2008 - Present
Skills
Actuarial Science, Actuarial Consulting, Life Insurance, Product Development, Product Management, Financial Analysis, Financial Modeling, Fixed Annuities, Variable Annuities
Education
New York University
Bachelor of Arts (B.A.), Chemistry
Brenda Sandigo's New York Life Experience September 2006 - Present
Job at
Industry Financial Services
Experience
Gusty's Wings December 2008 - Present
New York Life September 2006 - Present
Glatfelter Insurance Group October 2000 - June 2004
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Underwriting, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Strategic Financial..., Property & Casualty..., Long Term Care Insurance, Whole Life, IRAs
Education
National University 2002 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gusty's Wings December 2008 - Present
New York Life September 2006 - Present
Glatfelter Insurance Group October 2000 - June 2004
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Underwriting, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Strategic Financial..., Property & Casualty..., Long Term Care Insurance, Whole Life, IRAs
Education
National University 2002 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nitin Trivedi's New York Life Experience November 1995 - June 1997
Job Unix Consultant
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
Verizon 2012 - 2014
PR Newswire 2009 - 2012
UBS 2003 - 2009
Prudential Financial January 2001 - January 2003
Exxon October 1999 - December 2000
Deutsche Bank June 1997 - July 1999
New York Life November 1995 - June 1997
Paine Webber March 1995 - November 1995
Novell March 1993 - March 1995
Skills
Solaris, Unix, Disaster Recovery, Red Hat Linux, High Availability, Apache, Cloud Computing, Servers, Cluster, SAN, Data Center, VMware, Virtualization, Perl, VMware ESX, Enterprise Architecture, Unix Shell Scripting, DNS, Storage Area Networks, System Administration, Shell Scripting
Education
New Jersey Institute of Technology 1984 — 1988
MS, Computer Science
J.P. Morgan 2014 - Present
Verizon 2012 - 2014
PR Newswire 2009 - 2012
UBS 2003 - 2009
Prudential Financial January 2001 - January 2003
Exxon October 1999 - December 2000
Deutsche Bank June 1997 - July 1999
New York Life November 1995 - June 1997
Paine Webber March 1995 - November 1995
Novell March 1993 - March 1995
Skills
Solaris, Unix, Disaster Recovery, Red Hat Linux, High Availability, Apache, Cloud Computing, Servers, Cluster, SAN, Data Center, VMware, Virtualization, Perl, VMware ESX, Enterprise Architecture, Unix Shell Scripting, DNS, Storage Area Networks, System Administration, Shell Scripting
Education
New Jersey Institute of Technology 1984 — 1988
MS, Computer Science
James Ricketts's New York Life Experience April 1993 - January 1995
Job Director, Information Services at Garfield Medical Center
Industry Hospital & Health Care
Experience
Garfiled Medical Center and Monterey Park Hospital June 2004 - April 2011
Richey Systems October 1994 - June 2003
New York Life April 1993 - January 1995
Skills
Project Management, Management, IT Management, IT Strategy, Healthcare Information..., Program Management, Healthcare, Integration, Leadership, Strategic Planning, Process Improvement, Business Intelligence, Change Management, HIPAA, EHR, Business Process, Information Technology, Team Building, Disaster Recovery, Software Documentation, Business Continuity, Vendor Management, Network Administration, Infrastructure, SDLC, Security, Data Center, IT Operations, System Administration, SharePoint, Enterprise Architecture, Visio, Networking, ITIL, Business Analysis, PMP, Governance, IT Service Management, Project Portfolio..., PMO, HL7, Enterprise Software, Cloud Computing, SaaS, Consulting, Virtualization, Software Project..., Business Process..., Software Implementation
Education
Cal Poly Pomona Center for Advanced Computer Technology
MCSE
National University
BSc, Computer Science
University of California, Santa Barbara and Riverside
Psycho-Biology
Valencia High School
Garfiled Medical Center and Monterey Park Hospital June 2004 - April 2011
Richey Systems October 1994 - June 2003
New York Life April 1993 - January 1995
Skills
Project Management, Management, IT Management, IT Strategy, Healthcare Information..., Program Management, Healthcare, Integration, Leadership, Strategic Planning, Process Improvement, Business Intelligence, Change Management, HIPAA, EHR, Business Process, Information Technology, Team Building, Disaster Recovery, Software Documentation, Business Continuity, Vendor Management, Network Administration, Infrastructure, SDLC, Security, Data Center, IT Operations, System Administration, SharePoint, Enterprise Architecture, Visio, Networking, ITIL, Business Analysis, PMP, Governance, IT Service Management, Project Portfolio..., PMO, HL7, Enterprise Software, Cloud Computing, SaaS, Consulting, Virtualization, Software Project..., Business Process..., Software Implementation
Education
Cal Poly Pomona Center for Advanced Computer Technology
MCSE
National University
BSc, Computer Science
University of California, Santa Barbara and Riverside
Psycho-Biology
Valencia High School
Alexei Zykov's New York Life Experience August 2006 - June 2009
Job Vice President, Consumer Group at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
Larry Kettle's New York Life Experience 2006 - 2008
Job Investment Advisor Representive with Voya Financial Advisors, Inc
Industry Financial Services
Experience
Voya Financial Advisors, Inc March 2007 - Present
New York Life 2006 - 2008
Education
New Mexico State University 1996 — 1998
Voya Financial Advisors, Inc March 2007 - Present
New York Life 2006 - 2008
Education
New Mexico State University 1996 — 1998
Elizabeth Bourdon's New York Life Experience September 1987 - April 2002
Job Administrative Assistant at Macy's
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2002 - July 2012
New York Life September 1987 - April 2002
Education
New York University
New York Life Insurance Company April 2002 - July 2012
New York Life September 1987 - April 2002
Education
New York University
Stanley Fung's New York Life Experience 2001 - 2006
Job Corporate Vice President Talent Management at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company 2012 - Present
New York Life Insurance 2006 - 2012
New York Life 2001 - 2006
New York Life Insurance Company 1998 - 2001
Skills
Performance Management, Learning Management, Succession Planning, Talent Management, Management Development, Organizational Structure, HRIS, Talent Acquisition, HR Consulting, Career Development, Employee Engagement, Onboarding, Instructional Design, Organizational..., Recruiting, Employer Branding, Leadership Development, Organizational Design, Personnel Management, Human Resources, Deferred Compensation, E-Learning, Organizational..., Employee Relations, Leadership, Organizational Learning, HR Transformation, Change Management, Workforce Planning, Employee Benefits, Management, Training, Executive Coaching, HR Policies, Employee Training, Executive Pay, Applicant Tracking..., Benefits Administration, New Hire Orientations, Performance Appraisal, Executive Search, Training Delivery, Technical Recruiting, Culture Change, Interviews, Sourcing, Performance Improvement, Vendor Management, Strategy, Project Management
Education
Villanova University
Master of Science (MS), Human Resources Development
New York University
BA, Economics
New York Life Insurance Company 2012 - Present
New York Life Insurance 2006 - 2012
New York Life 2001 - 2006
New York Life Insurance Company 1998 - 2001
Skills
Performance Management, Learning Management, Succession Planning, Talent Management, Management Development, Organizational Structure, HRIS, Talent Acquisition, HR Consulting, Career Development, Employee Engagement, Onboarding, Instructional Design, Organizational..., Recruiting, Employer Branding, Leadership Development, Organizational Design, Personnel Management, Human Resources, Deferred Compensation, E-Learning, Organizational..., Employee Relations, Leadership, Organizational Learning, HR Transformation, Change Management, Workforce Planning, Employee Benefits, Management, Training, Executive Coaching, HR Policies, Employee Training, Executive Pay, Applicant Tracking..., Benefits Administration, New Hire Orientations, Performance Appraisal, Executive Search, Training Delivery, Technical Recruiting, Culture Change, Interviews, Sourcing, Performance Improvement, Vendor Management, Strategy, Project Management
Education
Villanova University
Master of Science (MS), Human Resources Development
New York University
BA, Economics
Carmela Novi's New York Life Experience 2001 - 2003
Job Associate at The Weinberger Law Group
Industry Law Practice
Experience
The Weinberger Law Group May 2012 - Present
Casha & Casha 2005 - May 2012
Montville Township Board of Education 2010 - 2012
Law Offices of Carmela L. Novi 2003 - 2005
New York Life 2001 - 2003
Seeger Weiss LLP 1999 - 2001
Law Offices of Susan Servis 1996 - 1999
Skills
Guardianship, Legal Writing, Legal Advice, Family Law, Alimony, Estate Planning, Litigation, Legal Research, Courts, Mediation, Dispute, Appeals, Alternative Dispute..., Collaborative Law, Trials, Personal Injury, Civil Litigation, Arbitration, Wills, Domestic Relations, Bankruptcy, Property Law, Attorneys, Prenuptial Agreements, Powers of Attorney, Paternity, Hearings, Trial Practice, Depositions
Education
New York Law School 1993 — 1996
J.D., Law
Montclair State University 1988 — 1992
B.A., English Literature, Pre-Law
The Weinberger Law Group May 2012 - Present
Casha & Casha 2005 - May 2012
Montville Township Board of Education 2010 - 2012
Law Offices of Carmela L. Novi 2003 - 2005
New York Life 2001 - 2003
Seeger Weiss LLP 1999 - 2001
Law Offices of Susan Servis 1996 - 1999
Skills
Guardianship, Legal Writing, Legal Advice, Family Law, Alimony, Estate Planning, Litigation, Legal Research, Courts, Mediation, Dispute, Appeals, Alternative Dispute..., Collaborative Law, Trials, Personal Injury, Civil Litigation, Arbitration, Wills, Domestic Relations, Bankruptcy, Property Law, Attorneys, Prenuptial Agreements, Powers of Attorney, Paternity, Hearings, Trial Practice, Depositions
Education
New York Law School 1993 — 1996
J.D., Law
Montclair State University 1988 — 1992
B.A., English Literature, Pre-Law
Troy Rector's New York Life Experience August 2008 - March 2010
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life August 2008 - March 2010
Tarheel Book Store April 2004 - March 2008
Education
Michigan State University 1997 — 2002
Bachelors, Marketing
New York Life August 2008 - March 2010
Tarheel Book Store April 2004 - March 2008
Education
Michigan State University 1997 — 2002
Bachelors, Marketing
Ava Faustin, MBA, MPA,CEO's New York Life Experience January 2006 - April 2008
Job Team Management 2000 Inc
Industry Nonprofit Organization Management
Experience
On Point Professional Clinical Services January 2009 - Present
Team Management 2000, Inc January 1999 - Present
Team Management 2000 Inc January 1999 - Present
New England Financial 2001 - 2009
New York Life January 2006 - April 2008
New England Financial Securities January 1999 - January 2006
New York Institute of Finance January 1990 - January 1999
NY INST OF FINANCE January 1992 - May 1998
Skills
Software Proficiency, Grant Writing, Fundraising, Budgeting, Program Development, Program Management, Program Design, Program Planning, Strategic Planning, Business Strategy, Change Leadership, HIV/AIDS, Youth Services, Youth Development, Social Services, Affordable Housing, Program Implementation, Community Development, Grants, Board Development, Volunteer Management, Grant Administration, Program Evaluation, Organizational..., Workforce Development, Public Speaking, Resource Development, Managerial Finance, Non-profit Leadership, Volunteer Recruiting, Motivational Speaking, Community Outreach, Non-profit..., Budgets, Young People, Policy, Mental Health, Change Management, Capacity Building, Training, Philanthropy, Leadership, Community Organizing, Stewardship, Workshop Facilitation, Leadership Development, Social Entrepreneurship, Staff Development, Economic Development, Plannning
Education
Montclair State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Human Development and Family Studies
Walden University 2007 — 2010
MPA, Nonprofit Organizational Leadership & Management, 4.0
Pace University 1994 — 2006
MBA, Organizational Communications, 3.7
Marymount Manhattan College 1978 — 1982
None, ACCOUNTING AND FINANCE
On Point Professional Clinical Services January 2009 - Present
Team Management 2000, Inc January 1999 - Present
Team Management 2000 Inc January 1999 - Present
New England Financial 2001 - 2009
New York Life January 2006 - April 2008
New England Financial Securities January 1999 - January 2006
New York Institute of Finance January 1990 - January 1999
NY INST OF FINANCE January 1992 - May 1998
Skills
Software Proficiency, Grant Writing, Fundraising, Budgeting, Program Development, Program Management, Program Design, Program Planning, Strategic Planning, Business Strategy, Change Leadership, HIV/AIDS, Youth Services, Youth Development, Social Services, Affordable Housing, Program Implementation, Community Development, Grants, Board Development, Volunteer Management, Grant Administration, Program Evaluation, Organizational..., Workforce Development, Public Speaking, Resource Development, Managerial Finance, Non-profit Leadership, Volunteer Recruiting, Motivational Speaking, Community Outreach, Non-profit..., Budgets, Young People, Policy, Mental Health, Change Management, Capacity Building, Training, Philanthropy, Leadership, Community Organizing, Stewardship, Workshop Facilitation, Leadership Development, Social Entrepreneurship, Staff Development, Economic Development, Plannning
Education
Montclair State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Human Development and Family Studies
Walden University 2007 — 2010
MPA, Nonprofit Organizational Leadership & Management, 4.0
Pace University 1994 — 2006
MBA, Organizational Communications, 3.7
Marymount Manhattan College 1978 — 1982
None, ACCOUNTING AND FINANCE
Beth Schumacher's New York Life Experience October 2000 - Present
Job Director, Finance at New York Life
Industry Financial Services
Experience
New York Life October 2000 - Present
Prudential Financial 1984 - 2000
Education
Minnesota State University, Mankato 1980 — 1984
BS, Accounting
New York Life October 2000 - Present
Prudential Financial 1984 - 2000
Education
Minnesota State University, Mankato 1980 — 1984
BS, Accounting
Winston Mattsson-Boze's New York Life Experience July 1976 - August 1987
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Herald of Faith, Inc. February 1982 - Present
Herald of Faith, Inc. February 1982 - June 2008
New York Life July 1976 - August 1987
Christian Center, Paris, IL July 1972 - May 1974
Chicago Public Schools September 1967 - June 1972
Skills
I have interpreted..., Missions, Church Events, Teaching, Leadership, Non-profits, Public Speaking, Theology, Hospitality, Volunteer Management, Foreign Languages, Nonprofits, Team Building, Pastoral Care, Conflict Resolution, Fundraising, Community Outreach, Leadership Development, Preaching, Biblical Studies, Strategic Planning, Research
Education
Vision Christian University 1995 — 1998
PhD, International Christian Relations
Northern Illinois University 1967 — 1968
MS Ed, secondary education
University of Illinois at Urbana-Champaign 1960 — 1965
BA, English, German
Herald of Faith, Inc. February 1982 - Present
Herald of Faith, Inc. February 1982 - June 2008
New York Life July 1976 - August 1987
Christian Center, Paris, IL July 1972 - May 1974
Chicago Public Schools September 1967 - June 1972
Skills
I have interpreted..., Missions, Church Events, Teaching, Leadership, Non-profits, Public Speaking, Theology, Hospitality, Volunteer Management, Foreign Languages, Nonprofits, Team Building, Pastoral Care, Conflict Resolution, Fundraising, Community Outreach, Leadership Development, Preaching, Biblical Studies, Strategic Planning, Research
Education
Vision Christian University 1995 — 1998
PhD, International Christian Relations
Northern Illinois University 1967 — 1968
MS Ed, secondary education
University of Illinois at Urbana-Champaign 1960 — 1965
BA, English, German
Douglas Davin's New York Life Experience 1998 - 2001
Job Principal at Morris Communications
Industry Management Consulting
Experience
Morris Communications August 2001 - Present
New York Life Insurance Company August 1981 - August 2001
New York Life 1998 - 2001
Education
New York University 1977 — 1980
M.A., English
The George Washington University 1973 — 1977
BA, English
Morris Communications August 2001 - Present
New York Life Insurance Company August 1981 - August 2001
New York Life 1998 - 2001
Education
New York University 1977 — 1980
M.A., English
The George Washington University 1973 — 1977
BA, English
Benjamin H Wesley, Jr.'s New York Life Experience October 1995 - February 1996
Job Business Analyst Project Administrator
Industry Insurance
Experience
Access Insurance Holdings May 2009 - Present
TechTarget December 2005 - December 2008
KnowledgeStorm, Inc. (acquired by TechTarget in November 2007) December 2005 - 2008
KnowledgeStorm August 2004 - December 2005
KnowledgeStorm November 2000 - August 2004
Amica February 1996 - September 2000
New York Life October 1995 - February 1996
State Farm Insurance April 1993 - July 1995
Merrill Lynch June 1992 - April 1993
Skills
Access, Account Management, Analysis, Analytics, Business Analysis, Business Intelligence, CRM, Customer Service, Data Analysis, Outlook, PowerPoint, Quality Assurance, Public Speaking, Salesforce.com, SharePoint, Testing, Training, Vendor Management, Visio, Agile Methodologies, Cross-functional Team..., Email Marketing, Lead Generation, Management, Leadership, Marketing, Marketing Communications, Marketing Strategy
Education
University of Georgia - Terry College of Business 1989 — 1992
Marketing, Marketing, Advertising, Management
Morehouse College 1987 — 1989
General Studies
Access Insurance Holdings May 2009 - Present
TechTarget December 2005 - December 2008
KnowledgeStorm, Inc. (acquired by TechTarget in November 2007) December 2005 - 2008
KnowledgeStorm August 2004 - December 2005
KnowledgeStorm November 2000 - August 2004
Amica February 1996 - September 2000
New York Life October 1995 - February 1996
State Farm Insurance April 1993 - July 1995
Merrill Lynch June 1992 - April 1993
Skills
Access, Account Management, Analysis, Analytics, Business Analysis, Business Intelligence, CRM, Customer Service, Data Analysis, Outlook, PowerPoint, Quality Assurance, Public Speaking, Salesforce.com, SharePoint, Testing, Training, Vendor Management, Visio, Agile Methodologies, Cross-functional Team..., Email Marketing, Lead Generation, Management, Leadership, Marketing, Marketing Communications, Marketing Strategy
Education
University of Georgia - Terry College of Business 1989 — 1992
Marketing, Marketing, Advertising, Management
Morehouse College 1987 — 1989
General Studies
Ken Bednarick's New York Life Experience February 1985 - Present
Job Applications Engineer at New York Life
Industry Insurance
Experience
New York Life February 1985 - Present
Skills
SQL, Insurance, Unix, Project Management, DB2, Requirements Analysis, JCL, Process Improvement
Education
Chubb Institute for Computer Technology 1984 — 1984
Computer Programming Technical Certification, Computer Programming/Programmer, General
Montclair State University 1977 — 1978
Music Teacher Education
New York Life February 1985 - Present
Skills
SQL, Insurance, Unix, Project Management, DB2, Requirements Analysis, JCL, Process Improvement
Education
Chubb Institute for Computer Technology 1984 — 1984
Computer Programming Technical Certification, Computer Programming/Programmer, General
Montclair State University 1977 — 1978
Music Teacher Education
William Klingbeil's New York Life Experience June 1983 - Present
Job Accounting Officer Corporate Real Estate
Industry Real Estate
Experience
New York Life Insurance Company August 1983 - Present
New York Life June 1983 - Present
Skills
Management, Investments, Leadership, Financial Analysis, Insurance, Finance, Team Building, Risk Management, Public Speaking, Asset Management
Education
Queens College 1983 — 1985
Accounting
Nassau Community College 1980 — 1982
Banking, Insurance, Real Estate
New York Life Insurance Company August 1983 - Present
New York Life June 1983 - Present
Skills
Management, Investments, Leadership, Financial Analysis, Insurance, Finance, Team Building, Risk Management, Public Speaking, Asset Management
Education
Queens College 1983 — 1985
Accounting
Nassau Community College 1980 — 1982
Banking, Insurance, Real Estate
Andy Guse's New York Life Experience March 2008 - March 2010
Job Senior Financial Accountant at Highland Bank
Industry Accounting
Experience
Highland Bank August 2012 - Present
Highland Bank January 2011 - August 2012
Wells Fargo Home Mortgage July 2010 - December 2010
New York Life March 2008 - March 2010
Education
Metropolitan State University 2010 — 2011
Bachelor's degree, Accounting and Finance
Metropolitan State University 2004 — 2007
Bachelor of Science, Business Administration
University of Minnesota-Twin Cities 2001 — 2004
Fisheries and Wildlife
Waseca High School 1996 — 2001
Diploma, General
Highland Bank August 2012 - Present
Highland Bank January 2011 - August 2012
Wells Fargo Home Mortgage July 2010 - December 2010
New York Life March 2008 - March 2010
Education
Metropolitan State University 2010 — 2011
Bachelor's degree, Accounting and Finance
Metropolitan State University 2004 — 2007
Bachelor of Science, Business Administration
University of Minnesota-Twin Cities 2001 — 2004
Fisheries and Wildlife
Waseca High School 1996 — 2001
Diploma, General
Jacob Hopkins's New York Life Experience December 2008 - July 2009
Job Assistant Branch Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank March 2015 - Present
US Bank July 2010 - March 2015
Bank Midwest September 2009 - June 2010
New York Life December 2008 - July 2009
Chrysler Financial January 2005 - December 2008
Skills
Sales, Customer Service, Insurance, Leadership, Loans, Mortgage Lending, Team Building, Life Insurance, Marketing
Education
Northwest Missouri State University 2000 — 2004
Marketing & Management, Marketing/Marketing Management, General
BMO Harris Bank March 2015 - Present
US Bank July 2010 - March 2015
Bank Midwest September 2009 - June 2010
New York Life December 2008 - July 2009
Chrysler Financial January 2005 - December 2008
Skills
Sales, Customer Service, Insurance, Leadership, Loans, Mortgage Lending, Team Building, Life Insurance, Marketing
Education
Northwest Missouri State University 2000 — 2004
Marketing & Management, Marketing/Marketing Management, General
Rachid Farhat's New York Life Experience August 2008 - April 2010
Job Teacher / Advocate
Industry Education Management
Experience
Everett High School October 2011 - Present
New York Life August 2008 - April 2010
Phoenix Mortgage Corporation August 2004 - November 2009
OwnerPhoenix Mortgage September 2003 - July 2008
Mulburry Mortgage October 1999 - August 2003
Honda Village April 1995 - September 1999
Skills
Real Estate Finance, Mathematics, International Relations, Teaching, Educational Leadership, Curriculum Development, Higher Education, Curriculum Design, Real Estate Economics, Lesson Planning, Teacher Training, Tutoring, Educational Technology, Public Speaking, Classroom Management, Classroom, Research, Event Planning, Editing, Microsoft Office, Community Outreach, Staff Development, Training, PowerPoint
Education
Northeastern University 2010 — 2011
Master in Art Education, Education
UMass Dartmouth 1987 — 1989
Bachelor of Science, Mechanical Engineering
University of Massachusetts Dartmouth 1987 — 1989
BS, Mechanical Engineering
Everett High School October 2011 - Present
New York Life August 2008 - April 2010
Phoenix Mortgage Corporation August 2004 - November 2009
OwnerPhoenix Mortgage September 2003 - July 2008
Mulburry Mortgage October 1999 - August 2003
Honda Village April 1995 - September 1999
Skills
Real Estate Finance, Mathematics, International Relations, Teaching, Educational Leadership, Curriculum Development, Higher Education, Curriculum Design, Real Estate Economics, Lesson Planning, Teacher Training, Tutoring, Educational Technology, Public Speaking, Classroom Management, Classroom, Research, Event Planning, Editing, Microsoft Office, Community Outreach, Staff Development, Training, PowerPoint
Education
Northeastern University 2010 — 2011
Master in Art Education, Education
UMass Dartmouth 1987 — 1989
Bachelor of Science, Mechanical Engineering
University of Massachusetts Dartmouth 1987 — 1989
BS, Mechanical Engineering
Juan Camarillo's New York Life Experience January 2009 - June 2009
Job District Leader at Primerica
Industry Warehousing
Experience
Primerica 2010 - Present
Universal Academy June 2009 - Present
New York Life January 2009 - June 2009
Saddle Creek Corporation July 2000 - November 2008
Skills
Warehousing, Logistics, Transportation, Inventory Management, Logistics Management, Inventory Control, Shipping, Supply Chain, Distribution Center..., Operations Management, 3PL, Supply Chain Management, Leadership Development, Team Building, Training, Recruiting, Public Speaking, Marketing, Warehouse Management
Education
The University of Texas at Dallas 2003 — 2008
Bachelors of Science, Business Administration
Edinburg North High School 1994 — 1998
North Lake College
North Lake College
North Lake College
Primerica 2010 - Present
Universal Academy June 2009 - Present
New York Life January 2009 - June 2009
Saddle Creek Corporation July 2000 - November 2008
Skills
Warehousing, Logistics, Transportation, Inventory Management, Logistics Management, Inventory Control, Shipping, Supply Chain, Distribution Center..., Operations Management, 3PL, Supply Chain Management, Leadership Development, Team Building, Training, Recruiting, Public Speaking, Marketing, Warehouse Management
Education
The University of Texas at Dallas 2003 — 2008
Bachelors of Science, Business Administration
Edinburg North High School 1994 — 1998
North Lake College
North Lake College
North Lake College
Mary Ledwell's New York Life Experience February 2010 - September 2011
Job Business Systems Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance September 2011 - August 2013
New York Life February 2010 - September 2011
Mercer 2005 - 2009
Putnam Investments 1987 - 2005
Skills
401k, Employee Benefits, Pensions, Retirement, Deferred Compensation, Relationship Management, Risk Management, Mutual Funds, Insurance, Investments, Vendor Management, Strategic Financial..., Business Analysis, Retirement Planning, Securities, Management, Financial Services
Education
Northeastern University
Business Management
University of Massachusetts Boston
Business Management
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance September 2011 - August 2013
New York Life February 2010 - September 2011
Mercer 2005 - 2009
Putnam Investments 1987 - 2005
Skills
401k, Employee Benefits, Pensions, Retirement, Deferred Compensation, Relationship Management, Risk Management, Mutual Funds, Insurance, Investments, Vendor Management, Strategic Financial..., Business Analysis, Retirement Planning, Securities, Management, Financial Services
Education
Northeastern University
Business Management
University of Massachusetts Boston
Business Management
Joe Gercis's New York Life Experience December 2006 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life December 2006 - Present
Education
Miami University 2001 — 2007
Business/Finance
University of Cincinnati 1997 — 1999
Pre-Med
New York Life December 2006 - Present
Education
Miami University 2001 — 2007
Business/Finance
University of Cincinnati 1997 — 1999
Pre-Med
Michael St.Clair Earlington's New York Life Experience January 2008 - June 2010
Job CEO at M2K PRODUCTIONS
Industry Financial Services
Experience
LORD & ANDRA REALTY June 2010 - Present
M2K PRODUCTIONS June 2010 - Present
New York Life January 2008 - June 2010
Skills
Retirement Planning, Retirement, IRAs, Fixed Annuities, College Savings Plans, 401k Rollovers, Wealth Accumulation, Series 7, Mutual Funds, Wealth Management, Estate Planning, Strategic Financial..., Series 63, Roth IRA, Long Term Care Insurance
Education
New York University 2000 — 2004
Master of Fine Arts (MFA), Film/Cinema/Video Studies
LORD & ANDRA REALTY June 2010 - Present
M2K PRODUCTIONS June 2010 - Present
New York Life January 2008 - June 2010
Skills
Retirement Planning, Retirement, IRAs, Fixed Annuities, College Savings Plans, 401k Rollovers, Wealth Accumulation, Series 7, Mutual Funds, Wealth Management, Estate Planning, Strategic Financial..., Series 63, Roth IRA, Long Term Care Insurance
Education
New York University 2000 — 2004
Master of Fine Arts (MFA), Film/Cinema/Video Studies
Tilden Marbit's New York Life Experience 2009 - 2009
Job Financial Seminar Coordinator
Industry Marketing and Advertising
Experience
Self-Employed March 2015 - Present
Pronto Winds January 2014 - Present
New York Life Insurance Company 2009 - Present
Myself 2009 - Present
Mannes College August 2014 - May 2015
A 2010 - 2014
new york life 2009 - 2009
new york life 2009 - 2009
new york life 2009 - 2009
Skills
Bassoon, Composition,..., Bassoon Teacher, Microsoft Office, Research, Public Speaking, Music, Teaching, Social Media, Music Education, Editing, Nonprofits, Community Outreach
Education
Mannes College 2011 — 2014
Professional Studies, Music Performance - Bassoon
University of Maryland 2012 — 2013
Woodwind Quintet Fellowship - SIREN woodwind quintet
Mannes College 2009 — 2011
Master's Degree, Music Performance - Bassoon
McGill University 2005 — 2009
BM, Music
Grace Church School
Grace Church School
Grace Church School
LaGuardia High School
LaGuardia High School
LaGuardia High School
Self-Employed March 2015 - Present
Pronto Winds January 2014 - Present
New York Life Insurance Company 2009 - Present
Myself 2009 - Present
Mannes College August 2014 - May 2015
A 2010 - 2014
new york life 2009 - 2009
new york life 2009 - 2009
new york life 2009 - 2009
Skills
Bassoon, Composition,..., Bassoon Teacher, Microsoft Office, Research, Public Speaking, Music, Teaching, Social Media, Music Education, Editing, Nonprofits, Community Outreach
Education
Mannes College 2011 — 2014
Professional Studies, Music Performance - Bassoon
University of Maryland 2012 — 2013
Woodwind Quintet Fellowship - SIREN woodwind quintet
Mannes College 2009 — 2011
Master's Degree, Music Performance - Bassoon
McGill University 2005 — 2009
BM, Music
Grace Church School
Grace Church School
Grace Church School
LaGuardia High School
LaGuardia High School
LaGuardia High School
Bryan Blomquist's New York Life Experience April 2013 - June 2014
Job Sr. Software Developer at Softwise
Industry Information Technology and Services
Experience
Softwise June 2014 - Present
New York Life April 2013 - June 2014
CHRIMS, Inc. August 2012 - April 2013
Certification Management Systems, Inc. September 2011 - June 2012
Softwise May 2008 - September 2011
TestAmerica June 2005 - April 2008
Skills
C#, T-SQL, SQL, XML, Web Services, Microsoft SQL Server, Visual Studio, ASP.NET, SSRS, SSIS, .NET, Agile Methodologies, Databases, WCF, VSS, Crystal Reports, VB.NET, Informix, ASP, Delphi, JavaScript
Education
Pellissippi State Community College 1995 — 1997
Computer Science, A
Moorpark College 1990 — 1991
Math, Accounting
Pasadena City College 1986 — 1987
Computer, Japanese
Softwise June 2014 - Present
New York Life April 2013 - June 2014
CHRIMS, Inc. August 2012 - April 2013
Certification Management Systems, Inc. September 2011 - June 2012
Softwise May 2008 - September 2011
TestAmerica June 2005 - April 2008
Skills
C#, T-SQL, SQL, XML, Web Services, Microsoft SQL Server, Visual Studio, ASP.NET, SSRS, SSIS, .NET, Agile Methodologies, Databases, WCF, VSS, Crystal Reports, VB.NET, Informix, ASP, Delphi, JavaScript
Education
Pellissippi State Community College 1995 — 1997
Computer Science, A
Moorpark College 1990 — 1991
Math, Accounting
Pasadena City College 1986 — 1987
Computer, Japanese
Rusty Matveev's New York Life Experience October 2011 - February 2012
Job CEO at META Kreative
Industry Think Tanks
Experience
META KREATIVE September 2014 - Present
Technology Start-Up April 2013 - August 2014
Simplicity Studios January 2012 - January 2013
Damon Vickers & Co. September 2012 - October 2012
WideNet Consulting Group May 2012 - July 2012
New York Life October 2011 - February 2012
MNM Tech Services June 2010 - January 2011
Bank of America March 2004 - February 2007
Bank of America March 2002 - March 2004
Skills
Business Strategy, International Business, Project Management, Digital Media, Interactive Advertising, Corporate Finance, Financial Analysis, Financial Modeling, Market Research, Business Analysis, Customer Service, Data Analysis, Investments, Finance, Strategic Planning, Microsoft Office, Research, Microsoft Excel, Marketing, Public Speaking, Sales Operations, Recruiting, Economics, Social Media, Public Relations, PowerPoint, Sales, Trend Analysis, User Experience, Operations Management, International..., Strategic Financial..., Teamwork, Technical Analysis, English, International Relations, College Recruiting, Microsoft Word, Sports, Technology, International Business..., Russian, Innovation Development, Strategic Thinking
Education
Northeastern University 2008 — 2011
Bachelor of Science (B.S.), Finance, International Business
John Cabot University 2011 — 2011
International Business
City University of New York 2007 — 2008
Associates Degree, Business Administration
META KREATIVE September 2014 - Present
Technology Start-Up April 2013 - August 2014
Simplicity Studios January 2012 - January 2013
Damon Vickers & Co. September 2012 - October 2012
WideNet Consulting Group May 2012 - July 2012
New York Life October 2011 - February 2012
MNM Tech Services June 2010 - January 2011
Bank of America March 2004 - February 2007
Bank of America March 2002 - March 2004
Skills
Business Strategy, International Business, Project Management, Digital Media, Interactive Advertising, Corporate Finance, Financial Analysis, Financial Modeling, Market Research, Business Analysis, Customer Service, Data Analysis, Investments, Finance, Strategic Planning, Microsoft Office, Research, Microsoft Excel, Marketing, Public Speaking, Sales Operations, Recruiting, Economics, Social Media, Public Relations, PowerPoint, Sales, Trend Analysis, User Experience, Operations Management, International..., Strategic Financial..., Teamwork, Technical Analysis, English, International Relations, College Recruiting, Microsoft Word, Sports, Technology, International Business..., Russian, Innovation Development, Strategic Thinking
Education
Northeastern University 2008 — 2011
Bachelor of Science (B.S.), Finance, International Business
John Cabot University 2011 — 2011
International Business
City University of New York 2007 — 2008
Associates Degree, Business Administration
Judy Hopkins's New York Life Experience January 2000 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
New York Life January 2000 - Present
New York Life Insurance Company January 2000 - October 2014
Skills
Insurance, Securities, Privacy Law, AML, Corporate Law, FCPA, FINRA, Legal Writing, Life Insurance, Licensing, Policy
Education
St. John's University School of Law 1998 — 2002
Doctor of Law (JD), Law
New York University 1994 — 1998
Bachelor of Arts (B.A.), Journalism and Political Science
New York Life Insurance Company October 2014 - Present
New York Life January 2000 - Present
New York Life Insurance Company January 2000 - October 2014
Skills
Insurance, Securities, Privacy Law, AML, Corporate Law, FCPA, FINRA, Legal Writing, Life Insurance, Licensing, Policy
Education
St. John's University School of Law 1998 — 2002
Doctor of Law (JD), Law
New York University 1994 — 1998
Bachelor of Arts (B.A.), Journalism and Political Science
Frank Studivant's New York Life Experience
Job Agent at New York Life
Industry Financial Services
Experience
New York Life
Skills
Fixed Annuities, Investments, Financial Planners, Series 63
Education
Norfolk State University
Business Administration and Management, General
New York Life
Skills
Fixed Annuities, Investments, Financial Planners, Series 63
Education
Norfolk State University
Business Administration and Management, General
Alphonse Martino's New York Life Experience June 2009 - Present
Job Manager at New York Life Investments
Industry Investment Management
Experience
New York Life June 2009 - Present
New York Life January 2003 - May 2009
New York Life March 1986 - December 2002
New York Life March 1976 - March 1986
Skills
Mutual Funds, Investments, Insurance, Financial Services, Pensions, Retirement Planning, Employee Benefits, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Equities, Financial Risk, Asset Allocation, Finance, Alternative Investments, Life Insurance, Corporate Governance, Enterprise Risk..., Bonds, Investment Strategies, Due Diligence, Investment Management, Financial Advisory, FINRA, Business Planning, VBA, Financial Reporting, Valuation, Financial Modeling, 401k, Auditing, Internal Controls, Accounting, Wealth Management, Financial Planning, Leadership, Microsoft Office, Management
Education
Middlesex County College 1985 — 1991
Associate's degree, Accounting
New York Life June 2009 - Present
New York Life January 2003 - May 2009
New York Life March 1986 - December 2002
New York Life March 1976 - March 1986
Skills
Mutual Funds, Investments, Insurance, Financial Services, Pensions, Retirement Planning, Employee Benefits, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Equities, Financial Risk, Asset Allocation, Finance, Alternative Investments, Life Insurance, Corporate Governance, Enterprise Risk..., Bonds, Investment Strategies, Due Diligence, Investment Management, Financial Advisory, FINRA, Business Planning, VBA, Financial Reporting, Valuation, Financial Modeling, 401k, Auditing, Internal Controls, Accounting, Wealth Management, Financial Planning, Leadership, Microsoft Office, Management
Education
Middlesex County College 1985 — 1991
Associate's degree, Accounting
Cole VanAssche's New York Life Experience January 2014 - Present
Job LongTerm Care Consultant, New York Life
Industry Financial Services
Experience
New York Life January 2014 - Present
Lincoln Financial Group February 2010 - December 2013
Lincoln Financial Group July 2009 - January 2010
Lincoln Financial Group April 2008 - June 2009
Skills
Insurance, Sales, Fixed Annuities, Retirement, Sales Operations, Finance, Management
Education
Michigan State University
Bachelor of Science (BS), Communication, General
New York Life January 2014 - Present
Lincoln Financial Group February 2010 - December 2013
Lincoln Financial Group July 2009 - January 2010
Lincoln Financial Group April 2008 - June 2009
Skills
Insurance, Sales, Fixed Annuities, Retirement, Sales Operations, Finance, Management
Education
Michigan State University
Bachelor of Science (BS), Communication, General
Ashia Thomson's New York Life Experience 2014 - July 2015
Job COO of Ivory Wealth Management
Industry Financial Services
Experience
Ivory Wealth Managment August 2015 - Present
New York Life 2014 - July 2015
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Long-term Care, Retirement Planning, Leadership, Employee Benefits, Estate Planning, Financial Planning, Public Speaking, Microsoft Office
Education
Molloy College 2007 — 2011
Master of Business Administration (MBA), Accounting
Ivory Wealth Managment August 2015 - Present
New York Life 2014 - July 2015
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Long-term Care, Retirement Planning, Leadership, Employee Benefits, Estate Planning, Financial Planning, Public Speaking, Microsoft Office
Education
Molloy College 2007 — 2011
Master of Business Administration (MBA), Accounting
Thomas Espy's New York Life Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Georgeson Shareholder Securities Corporation March 2014 - Present
New York Life Investment’s Annuity Services Group January 2013 - Present
New York Life 2013 - 2013
Pershing Advisor Solutions, a BNYMellon Company January 2007 - January 2011
AXA Financial January 2004 - January 2006
Georgeson Shareholder Communications, Inc January 2003 - January 2004
CSFBdirect January 1997 - January 2001
Fechtor, Detwiler & Co., Inc January 1996 - January 1997
Skills
: Financial services..., Equities, Securities, Mutual Funds, Investments
Education
Morehouse College 1989 — 2003
Bachelor's degree, International Relations and Affairs
Morehouse College 1989 — 1993
Bachelor of Arts, International Relations and Affairs
Fletcher School of Law and Diplomacy, Tufts University
Law and Diplomacy; International Business, International Trade
Georgeson Shareholder Securities Corporation March 2014 - Present
New York Life Investment’s Annuity Services Group January 2013 - Present
New York Life 2013 - 2013
Pershing Advisor Solutions, a BNYMellon Company January 2007 - January 2011
AXA Financial January 2004 - January 2006
Georgeson Shareholder Communications, Inc January 2003 - January 2004
CSFBdirect January 1997 - January 2001
Fechtor, Detwiler & Co., Inc January 1996 - January 1997
Skills
: Financial services..., Equities, Securities, Mutual Funds, Investments
Education
Morehouse College 1989 — 2003
Bachelor's degree, International Relations and Affairs
Morehouse College 1989 — 1993
Bachelor of Arts, International Relations and Affairs
Fletcher School of Law and Diplomacy, Tufts University
Law and Diplomacy; International Business, International Trade