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
Steve Rabish Steve Rabish's New York Life Experience February 2009 - May 2013
Job Owner Operator at Oversii
Industry Financial Services
Experience
Oversii February 2015 - Present
Integrity Valet May 2014 - October 2014
Desert Parking February 2014 - September 2014
Alzheimer's Association® March 2009 - July 2014
Independent June 2013 - June 2014
New York Life February 2009 - May 2013
BarTrackers 2011 - 2013
Balboa Capital 2008 - 2008
Skills
Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Risk Management, Leadership, Sales, Finance, Life Insurance, Series 63, Financial Planning, 401k, Series 7, Long-term Care, Mutual Funds, Estate Planning
Education
Northwood University 2005 — 2007
BA, Finance
walled lake central
walled lake central
walled lake central
walled lake central
Oversii February 2015 - Present
Integrity Valet May 2014 - October 2014
Desert Parking February 2014 - September 2014
Alzheimer's Association® March 2009 - July 2014
Independent June 2013 - June 2014
New York Life February 2009 - May 2013
BarTrackers 2011 - 2013
Balboa Capital 2008 - 2008
Skills
Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Risk Management, Leadership, Sales, Finance, Life Insurance, Series 63, Financial Planning, 401k, Series 7, Long-term Care, Mutual Funds, Estate Planning
Education
Northwood University 2005 — 2007
BA, Finance
walled lake central
walled lake central
walled lake central
walled lake central
Esther Jung, PHR Esther Jung, PHR's New York Life Experience May 2008 - June 2009
Job HR Assistant Manager at CJ E&M
Industry Human Resources
Experience
CJ E&M America September 2015 - Present
CJ America, Inc. September 2013 - September 2015
CJ America, Inc. April 2013 - July 2013
Nterway USA June 2011 - December 2012
JC Consulting January 2011 - May 2011
Fraser Financial Group June 2009 - July 2010
New York Life May 2008 - June 2009
Intercultural Affairs Office August 2007 - April 2008
Intercultural Affairs Office September 2006 - April 2007
Skills
Korean, English, Headhunting, Marketing Communications, Able To Multi-task, Problem Solving, Full-cycle Recruiting, Social Media, Recruiting, Training, Human Resources, Entrepreneurship, Management, Applicant Tracking..., Time Management
Education
Pepperdine University 2004 — 2008
B.S, International Business
CJ E&M America September 2015 - Present
CJ America, Inc. September 2013 - September 2015
CJ America, Inc. April 2013 - July 2013
Nterway USA June 2011 - December 2012
JC Consulting January 2011 - May 2011
Fraser Financial Group June 2009 - July 2010
New York Life May 2008 - June 2009
Intercultural Affairs Office August 2007 - April 2008
Intercultural Affairs Office September 2006 - April 2007
Skills
Korean, English, Headhunting, Marketing Communications, Able To Multi-task, Problem Solving, Full-cycle Recruiting, Social Media, Recruiting, Training, Human Resources, Entrepreneurship, Management, Applicant Tracking..., Time Management
Education
Pepperdine University 2004 — 2008
B.S, International Business
Islam Mousa Islam Mousa's New York Life Experience July 2011 - February 2012
Job Sales Planning Executive at Univision Communications Inc.
Industry Sports
Experience
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. May 2013 - Present
Goldstein Communications September 2012 - February 2013
New York Life July 2011 - February 2012
John Thomas Financial November 2010 - March 2011
Skills
Microsoft Excel, Final Cut Pro, Microsoft Office, Spanish-speaking, Arabic, Strategic Planning, Digital Media, Social Media, Online Advertising, Advertising, Digital Marketing, Product Marketing, Public Relations, Facebook, Marketing, Sales, Spanish, Social Media Marketing, Social Networking, Integrated Marketing
Education
Queens College 2008 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies, 3.41
Brooklyn College 2006 — 2008
Business Management
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. May 2013 - Present
Goldstein Communications September 2012 - February 2013
New York Life July 2011 - February 2012
John Thomas Financial November 2010 - March 2011
Skills
Microsoft Excel, Final Cut Pro, Microsoft Office, Spanish-speaking, Arabic, Strategic Planning, Digital Media, Social Media, Online Advertising, Advertising, Digital Marketing, Product Marketing, Public Relations, Facebook, Marketing, Sales, Spanish, Social Media Marketing, Social Networking, Integrated Marketing
Education
Queens College 2008 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies, 3.41
Brooklyn College 2006 — 2008
Business Management
Shawn Phillippe's New York Life Experience 2014 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
New York Life 2014 - 2015
New York Life 2014 - 2015
US Department of Defense May 2011 - November 2013
Pala Fire Department January 2007 - October 2008
United States Army Reserve September 2003 - September 2006
Providers Financial January 2003 - September 2003
Copier Concepts January 2002 - June 2002
U.S. Marine Corps July 1997 - July 2001
Skills
Retirement Planning, Estate Planning, Long Term Care Insurance, Fixed Annuities, Insurance, Leadership, Life Insurance, Long-term Care, Military, Microsoft Office, Customer Service, Financial Planning, Management, Program Management, Team Building, Analysis, Public Speaking
Education
Palomar College 2006 — 2009
Fire Technology / Emergency Preparedness
University of Phoenix 2003 — 2003
None, General Studies
Waconia High School 1995 — 1997
High School Diploma, General
New York Life Insurance Company January 2014 - Present
New York Life 2014 - 2015
New York Life 2014 - 2015
US Department of Defense May 2011 - November 2013
Pala Fire Department January 2007 - October 2008
United States Army Reserve September 2003 - September 2006
Providers Financial January 2003 - September 2003
Copier Concepts January 2002 - June 2002
U.S. Marine Corps July 1997 - July 2001
Skills
Retirement Planning, Estate Planning, Long Term Care Insurance, Fixed Annuities, Insurance, Leadership, Life Insurance, Long-term Care, Military, Microsoft Office, Customer Service, Financial Planning, Management, Program Management, Team Building, Analysis, Public Speaking
Education
Palomar College 2006 — 2009
Fire Technology / Emergency Preparedness
University of Phoenix 2003 — 2003
None, General Studies
Waconia High School 1995 — 1997
High School Diploma, General
Peter Delgado Peter Delgado's New York Life Experience 2010 - 2011
Job Music Teacher at Jubilee Christian School
Industry Education Management
Experience
Jubilee Christian School September 2011 - Present
THINK Together September 2009 - January 2011
New York Life 2010 - 2011
Mountain View School District March 2010 - December 2010
Camp Shi'ini June 2002 - August 2010
Skills
Leadership, Editing, Public Speaking, Management, Teaching, Staff Development, Volunteer Management, Event Planning, Research, Social Media, Program Development, Facebook, Blogging
Education
Occidental College 2004 — 2008
B.A., Religious Studies
Jubilee Christian School September 2011 - Present
THINK Together September 2009 - January 2011
New York Life 2010 - 2011
Mountain View School District March 2010 - December 2010
Camp Shi'ini June 2002 - August 2010
Skills
Leadership, Editing, Public Speaking, Management, Teaching, Staff Development, Volunteer Management, Event Planning, Research, Social Media, Program Development, Facebook, Blogging
Education
Occidental College 2004 — 2008
B.A., Religious Studies
Frank Della Penna Frank Della Penna's New York Life Experience 1956 - 1992
Job Retired General ManagerNew York Life
Industry Insurance
Experience
New York Life 1956 - 1992
Skills
Insurance, Microsoft Office, Strategic Financial..., Life Insurance, Strategic Planning, Sales, Public Speaking, Customer Service, Investments, New Business Development, Property & Casualty..., Microsoft Excel, Fixed Annuities, Performance Management, Microsoft Word, Financial Analysis, Leadership, Team Building, Risk Management, Financial Planning
Education
Penn State University 1952 — 1956
Bachelor of Science (BS), Business Administration and Management, General
New York Life 1956 - 1992
Skills
Insurance, Microsoft Office, Strategic Financial..., Life Insurance, Strategic Planning, Sales, Public Speaking, Customer Service, Investments, New Business Development, Property & Casualty..., Microsoft Excel, Fixed Annuities, Performance Management, Microsoft Word, Financial Analysis, Leadership, Team Building, Risk Management, Financial Planning
Education
Penn State University 1952 — 1956
Bachelor of Science (BS), Business Administration and Management, General
Amy Shaffer Amy Shaffer's New York Life Experience February 2014 - Present
Job New York Life Insurance Company
Industry Insurance
Experience
New York Life February 2014 - Present
Geisinger Health Plan August 2013 - Present
SOULHOUSE January 2011 - Present
House of Vocals January 2005 - Present
HOUSE OF VOCALS January 2005 - Present
HOUSE OF VOCALS January 2001 - Present
United Healthcare Medicare Solutions July 2012 - July 2013
Aetna September 1995 - July 2012
WRSC/WQWK/WRKZ ASCENSION RECORDS June 1988 - September 1995
Skills
Strong interpersonal..., Music, Insurance, Singing, Interpersonal Skill, Public Speaking, Health Insurance, Guitarist, Rock, Medicare, Sound, Songs, Blues, Life Insurance, Long-term Care, Entertainment, Vocal, Health Savings Accounts, Sales Management, New Business Development, Medicare Part D, Brokers, Healthcare, Direct Sales, Team Building, Term Life Insurance, Marketing, Vocal Instruction, Leadership, Employee Benefits, Vocal Coaching, Account Management, Sales, Managed Care, Disability Insurance, Dentistry, Strategic Planning, Small Business, Fixed Annuities, Coaching, Musicians, Vocals, Process Improvement, Business Development, Leadership Development, Marketing Strategy, Advertising, Retirement, Concerts, Customer Retention
Education
Penn State University 1984 — 1988
Bachelor of Arts, Speech Communications Marketing, Radio/TV
New York Life February 2014 - Present
Geisinger Health Plan August 2013 - Present
SOULHOUSE January 2011 - Present
House of Vocals January 2005 - Present
HOUSE OF VOCALS January 2005 - Present
HOUSE OF VOCALS January 2001 - Present
United Healthcare Medicare Solutions July 2012 - July 2013
Aetna September 1995 - July 2012
WRSC/WQWK/WRKZ ASCENSION RECORDS June 1988 - September 1995
Skills
Strong interpersonal..., Music, Insurance, Singing, Interpersonal Skill, Public Speaking, Health Insurance, Guitarist, Rock, Medicare, Sound, Songs, Blues, Life Insurance, Long-term Care, Entertainment, Vocal, Health Savings Accounts, Sales Management, New Business Development, Medicare Part D, Brokers, Healthcare, Direct Sales, Team Building, Term Life Insurance, Marketing, Vocal Instruction, Leadership, Employee Benefits, Vocal Coaching, Account Management, Sales, Managed Care, Disability Insurance, Dentistry, Strategic Planning, Small Business, Fixed Annuities, Coaching, Musicians, Vocals, Process Improvement, Business Development, Leadership Development, Marketing Strategy, Advertising, Retirement, Concerts, Customer Retention
Education
Penn State University 1984 — 1988
Bachelor of Arts, Speech Communications Marketing, Radio/TV
Patrick F. McKallagat CFP®, CLU® Patrick F. McKallagat CFP®, CLU®'s New York Life Experience January 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC February 2013 - Present
NYLIFE Securities LLC January 2010 - Present
New York Life January 2010 - Present
First Investors Corporation October 2007 - January 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Tax, Securities, Financial Services, Finance, Mutual Funds, Insurance, Employee Benefits, Life Insurance
Education
Roberts Wesleyan College 2002 — 2006
Bachelors of Science, Marketing
Eagle Strategies, LLC February 2013 - Present
NYLIFE Securities LLC January 2010 - Present
New York Life January 2010 - Present
First Investors Corporation October 2007 - January 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Tax, Securities, Financial Services, Finance, Mutual Funds, Insurance, Employee Benefits, Life Insurance
Education
Roberts Wesleyan College 2002 — 2006
Bachelors of Science, Marketing
Anthony Halls MBA LUTCF Anthony Halls MBA LUTCF's New York Life Experience July 2002 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC December 2002 - Present
New York Life July 2002 - Present
TJX Companies August 1999 - December 2001
Skills
Retirement Planning, Business Insurance..., 401k Rollovers, Life Insurance..., Estate Planning, Financial Services, Leadership, Communication, Fixed Annuities, Networking, Retirement, Mutual Funds
Education
Providence College 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Providence College 1995 — 1999
Concord Carlisle High School 1991 — 1995
NYLIFE Securities LLC December 2002 - Present
New York Life July 2002 - Present
TJX Companies August 1999 - December 2001
Skills
Retirement Planning, Business Insurance..., 401k Rollovers, Life Insurance..., Estate Planning, Financial Services, Leadership, Communication, Fixed Annuities, Networking, Retirement, Mutual Funds
Education
Providence College 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Providence College 1995 — 1999
Concord Carlisle High School 1991 — 1995
Philip C. Gallant, CLTC Philip C. Gallant, CLTC's New York Life Experience February 1982 - July 1986
Job Financial Services Professional and Business Owner
Industry Financial Services
Experience
The Optimus Group, LLC October 2007 - Present
The Optimus Group, LLC / Optimus Wealth Management Group, Inc. October 2007 - Present
The Optimus Group, LLC September 2006 - Present
New York Long-Term Care Brokers, Ltd July 1997 - October 2007
New York Life Insurance Company September 1992 - July 1997
John Hancock August 1988 - September 1992
New York Life February 1982 - July 1986
Skills
Strategic Planning, Insurance, Entrepreneurship, Team Building, Strategic Financial..., Small Business, Marketing, New Business Development, Executive Management, Coaching, Public Speaking, Sales, Leadership, Sales Management, Investments, Disability Insurance, Finance, Financial Planners, Financial Services, Fixed Annuities, Long-term Care, Retirement, Retirement Planning, Wealth Management, Financial Planning, Training, Management, Employee Benefits, Strategy
Education
Rhode Island College 1975 — 1979
BS Education, Music Education
Woonsocket High School 1973 — 1975
Mount St. Charles Academy 1971 — 1973
St. Joseph's Elementary School 1969 — 1971
St. Louis School 1962 — 1969
The Optimus Group, LLC October 2007 - Present
The Optimus Group, LLC / Optimus Wealth Management Group, Inc. October 2007 - Present
The Optimus Group, LLC September 2006 - Present
New York Long-Term Care Brokers, Ltd July 1997 - October 2007
New York Life Insurance Company September 1992 - July 1997
John Hancock August 1988 - September 1992
New York Life February 1982 - July 1986
Skills
Strategic Planning, Insurance, Entrepreneurship, Team Building, Strategic Financial..., Small Business, Marketing, New Business Development, Executive Management, Coaching, Public Speaking, Sales, Leadership, Sales Management, Investments, Disability Insurance, Finance, Financial Planners, Financial Services, Fixed Annuities, Long-term Care, Retirement, Retirement Planning, Wealth Management, Financial Planning, Training, Management, Employee Benefits, Strategy
Education
Rhode Island College 1975 — 1979
BS Education, Music Education
Woonsocket High School 1973 — 1975
Mount St. Charles Academy 1971 — 1973
St. Joseph's Elementary School 1969 — 1971
St. Louis School 1962 — 1969
John Nieves's New York Life Experience April 2012 - Present
Job Senior Associate IT Audits at New York Life Insurance Company
Industry Insurance
Experience
New York Life April 2012 - Present
New York Life Insurance Company 2006 - 2012
New York Life International, LLC April 1999 - April 2006
NY Marriott Marquis June 1997 - April 1999
Skills
Risk Management, Insurance, Internal Audit, IT Audit, Financial Services, Internal Controls, Auditing, Financial Risk, Finance, Vendor Management, Accounting
Education
Queens College 1981 — 1987
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
New York Life April 2012 - Present
New York Life Insurance Company 2006 - 2012
New York Life International, LLC April 1999 - April 2006
NY Marriott Marquis June 1997 - April 1999
Skills
Risk Management, Insurance, Internal Audit, IT Audit, Financial Services, Internal Controls, Auditing, Financial Risk, Finance, Vendor Management, Accounting
Education
Queens College 1981 — 1987
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Andy Keith Andy Keith's New York Life Experience 1996 - 1998
Job Managing Director at U.S. Trust.
Industry Investment Management
Experience
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
Jim Sherratt Jim Sherratt's New York Life Experience July 1992 - August 1993
Job SVP at USI Affinity
Industry Financial Services
Experience
USI Affinity July 2010 - Present
TD Insurance July 2010 - July 2010
Bank of America Merrill Lynch January 2004 - July 2010
Prudential Financial June 1996 - December 2003
Delaware Valley Financial Services, Inc. September 1993 - June 1996
New York Life July 1992 - August 1993
Skills
Mutual Funds, Insurance, Strategy, Financial Services, Retirement, CRM, Leadership, Management, Retirement Planning, Business Development, Finance, Investments, Product Management, Process Improvement, Business Planning, Wealth Management, 401k, Affinity Groups, Product Marketing, Sales, Fixed Annuities, Relationship Management, Consumer Products, Vendor Management, Cross-functional Team..., Analysis, Strategic Financial..., Mergers & Acquisitions, Direct Marketing, FINRA, Variable Annuities, Life Insurance, Risk Management, Marketing Strategy, Marketing, Operations Management, Social Media, Leadership Development, Executive Management, Strategic Planning, Banking, Employee Benefits, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2005
Master of Business Administration (M.B.A.), Management & Marketing, 3.98
Penn State University 1988 — 1992
BS, Insurance
USI Affinity July 2010 - Present
TD Insurance July 2010 - July 2010
Bank of America Merrill Lynch January 2004 - July 2010
Prudential Financial June 1996 - December 2003
Delaware Valley Financial Services, Inc. September 1993 - June 1996
New York Life July 1992 - August 1993
Skills
Mutual Funds, Insurance, Strategy, Financial Services, Retirement, CRM, Leadership, Management, Retirement Planning, Business Development, Finance, Investments, Product Management, Process Improvement, Business Planning, Wealth Management, 401k, Affinity Groups, Product Marketing, Sales, Fixed Annuities, Relationship Management, Consumer Products, Vendor Management, Cross-functional Team..., Analysis, Strategic Financial..., Mergers & Acquisitions, Direct Marketing, FINRA, Variable Annuities, Life Insurance, Risk Management, Marketing Strategy, Marketing, Operations Management, Social Media, Leadership Development, Executive Management, Strategic Planning, Banking, Employee Benefits, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2005
Master of Business Administration (M.B.A.), Management & Marketing, 3.98
Penn State University 1988 — 1992
BS, Insurance
Andrew Meeder's New York Life Experience May 2013 - August 2013
Job Scientific Executive Recruiter at MRIGlobalScientific
Industry Staffing and Recruiting
Experience
MRIGlobalScientific August 2014 - Present
MacKenzie Commercial Real Estate Services, LLC May 2014 - August 2014
New York Life May 2013 - August 2013
Skills
Recruiting, Microsoft Office, Sales, Executive Search, Talent Acquisition, Life Sciences, Analytical Instruments, Product Development
Education
Roanoke College 2010 — 2014
Bachelors of Business Administration
Roanoke College
MRIGlobalScientific August 2014 - Present
MacKenzie Commercial Real Estate Services, LLC May 2014 - August 2014
New York Life May 2013 - August 2013
Skills
Recruiting, Microsoft Office, Sales, Executive Search, Talent Acquisition, Life Sciences, Analytical Instruments, Product Development
Education
Roanoke College 2010 — 2014
Bachelors of Business Administration
Roanoke College
Jimmy Mastri Jimmy Mastri's New York Life Experience 2012 - 2012
Job Nothing Is Impossible
Industry Construction
Experience
Mastri Services LLC May 2013 - Present
New York Life 2012 - 2012
Convenient Appliance Service 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, System Administration, Sales
Education
Norwalk Community College 2013 — 2015
Associate's Degree, Business - Insurance & Financial Services, Deans List
Shelton High School
Mastri Services LLC May 2013 - Present
New York Life 2012 - 2012
Convenient Appliance Service 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, System Administration, Sales
Education
Norwalk Community College 2013 — 2015
Associate's Degree, Business - Insurance & Financial Services, Deans List
Shelton High School
Jennifer Westpfahl Jennifer Westpfahl's New York Life Experience August 2002 - November 2004
Job Executive Director Divisional Business Service Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Mark Rosky Mark Rosky's New York Life Experience 2009 - 2012
Job Marketing communications professional who believes that strategy + copywriting + design = magic
Industry Marketing and Advertising
Experience
Guggenheim Investments 2015 - Present
The Guardian Life Insurance Company of America 2012 - 2015
New York Life 2009 - 2012
New York Life 2003 - 2009
Prudential Financial 2002 - 2003
Verizon Wireless 2000 - 2002
MetLife 1995 - 2000
Skills
Marketing, Advertising, Brand messaging, Marketing strategy, Copywriting, Communications planning, Marketing collateral..., Art direction, User experience design, Financial Services, Investments, Insurance, Fixed Annuities, Mutual Funds, Wealth Management, Retail Banking, Broker-Dealer, General Securities..., Registered Investment..., Training, Internal Communications, Series 6, Marketing Strategy, Strategy, Marketing Communications, Corporate Communications, Marketing Management, Management, Communications Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Journalism and Media Studies
Guggenheim Investments 2015 - Present
The Guardian Life Insurance Company of America 2012 - 2015
New York Life 2009 - 2012
New York Life 2003 - 2009
Prudential Financial 2002 - 2003
Verizon Wireless 2000 - 2002
MetLife 1995 - 2000
Skills
Marketing, Advertising, Brand messaging, Marketing strategy, Copywriting, Communications planning, Marketing collateral..., Art direction, User experience design, Financial Services, Investments, Insurance, Fixed Annuities, Mutual Funds, Wealth Management, Retail Banking, Broker-Dealer, General Securities..., Registered Investment..., Training, Internal Communications, Series 6, Marketing Strategy, Strategy, Marketing Communications, Corporate Communications, Marketing Management, Management, Communications Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Journalism and Media Studies
Theresa Willstaedt, PMP Theresa Willstaedt, PMP's New York Life Experience 2004 - 2006
Job Project Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade July 2015 - September 2015
Eli Lilly and Company 2013 - June 2015
AIG 2012 - 2013
QBE - The Americas 2006 - 2012
New York Life 2004 - 2006
Aventis Pharmaceuticals 2002 - 2004
Prudential Financial 1996 - 2002
Merck 1991 - 1996
United States Marine Corps 1980 - 1984
Skills
Project Management, MS Project, Leadership, WBS, Project Planning, Project Delivery, Communication, Team Facilitation, PMP, Change Management, IT Management, PMO, Cross-functional Team..., Process Improvement, Project Portfolio..., Quality Assurance, Data Center, Disaster Recovery, Risk Management, Program Management, Vendor Management, Requirements Gathering, Team Leadership, Resource Management, Management
Education
Orange Community College, Middletown, NY
AAS
Rochester Institute of Technology
BS, MIS
The George Washington University
Master's Certificate
TD Ameritrade July 2015 - September 2015
Eli Lilly and Company 2013 - June 2015
AIG 2012 - 2013
QBE - The Americas 2006 - 2012
New York Life 2004 - 2006
Aventis Pharmaceuticals 2002 - 2004
Prudential Financial 1996 - 2002
Merck 1991 - 1996
United States Marine Corps 1980 - 1984
Skills
Project Management, MS Project, Leadership, WBS, Project Planning, Project Delivery, Communication, Team Facilitation, PMP, Change Management, IT Management, PMO, Cross-functional Team..., Process Improvement, Project Portfolio..., Quality Assurance, Data Center, Disaster Recovery, Risk Management, Program Management, Vendor Management, Requirements Gathering, Team Leadership, Resource Management, Management
Education
Orange Community College, Middletown, NY
AAS
Rochester Institute of Technology
BS, MIS
The George Washington University
Master's Certificate
Todd Loving's New York Life Experience July 1994 - July 2002
Job Business Development Manager at PROPERTY INVESTMENT ADVISORS
Industry Investment Management
Experience
PROPERTY INVESTMENT ADVISORS 2012 - July 2015
Nortwestern Mutual Financial Network July 2002 - December 2011
New York Life July 1994 - July 2002
Skills
Private Equity, Alternative Investments, Investments, Asset Managment, Management, Asset Management, Real Estate Development, Finance, Portfolio Management, Mutual Funds, Business Development, Financial Analysis, Financial Modeling, Financial Services, Insurance, Leadership, Due Diligence, Strategic Planning, Marketing, Financial Planning, Wealth Management
Education
Radford University 1990 — 1994
Bachelors, Finance & Economics
PROPERTY INVESTMENT ADVISORS 2012 - July 2015
Nortwestern Mutual Financial Network July 2002 - December 2011
New York Life July 1994 - July 2002
Skills
Private Equity, Alternative Investments, Investments, Asset Managment, Management, Asset Management, Real Estate Development, Finance, Portfolio Management, Mutual Funds, Business Development, Financial Analysis, Financial Modeling, Financial Services, Insurance, Leadership, Due Diligence, Strategic Planning, Marketing, Financial Planning, Wealth Management
Education
Radford University 1990 — 1994
Bachelors, Finance & Economics
John Vasilakos, CISSP, PMP, ITIL John Vasilakos, CISSP, PMP, ITIL's New York Life Experience January 2007 - Present
Job Head of Infrastructure Platform Services & Operations
Industry Insurance
Experience
New York Life January 2007 - Present
New York Life January 1987 - December 2006
Blue Cross and Blue Shield 1984 - 1987
Royal Insurance 1982 - 1984
Skills
IT Management, IT Infrastructure..., IT Strategy, System Deployment, Business Analysis, Solution Architecture, Disaster Recovery, Vendor Management, Websphere, Middleware, Integration, Identity Management, Siteminder, Infrastructure..., Requirements Analysis, Managing IT..., Infrastructure..., IT Infrastructure Design, Management, Enterprise IT..., Network Security, Infrastructure, ITIL
Education
City University of New York-Queens College
Bachelor's Degree, Computer Science
New York Life January 2007 - Present
New York Life January 1987 - December 2006
Blue Cross and Blue Shield 1984 - 1987
Royal Insurance 1982 - 1984
Skills
IT Management, IT Infrastructure..., IT Strategy, System Deployment, Business Analysis, Solution Architecture, Disaster Recovery, Vendor Management, Websphere, Middleware, Integration, Identity Management, Siteminder, Infrastructure..., Requirements Analysis, Managing IT..., Infrastructure..., IT Infrastructure Design, Management, Enterprise IT..., Network Security, Infrastructure, ITIL
Education
City University of New York-Queens College
Bachelor's Degree, Computer Science
Beth Noden's New York Life Experience August 2008 - July 2009
Job Sales and Leasing Consultant
Industry Automotive
Experience
Dave Knapp Ford-Lincoln November 2011 - Present
CitiMortgage July 2009 - November 2011
New York Life August 2008 - July 2009
Flagstar Bank August 2007 - August 2008
American Home Mortgage May 2005 - August 2007
Gene Butman Ford Sales Inc. July 1983 - April 2005
Skills
Mortgage, Mortgage Lending, Underwriting, Loans, First Time Home Buyers, Credit, Credit Analysis, Sales, Investment Properties, Investments, Customer Service, Public Speaking
Education
Purdue University 1979 — 1983
B.S., Agricultural Economics
Dave Knapp Ford-Lincoln November 2011 - Present
CitiMortgage July 2009 - November 2011
New York Life August 2008 - July 2009
Flagstar Bank August 2007 - August 2008
American Home Mortgage May 2005 - August 2007
Gene Butman Ford Sales Inc. July 1983 - April 2005
Skills
Mortgage, Mortgage Lending, Underwriting, Loans, First Time Home Buyers, Credit, Credit Analysis, Sales, Investment Properties, Investments, Customer Service, Public Speaking
Education
Purdue University 1979 — 1983
B.S., Agricultural Economics
Jason Delaney Jason Delaney's New York Life Experience March 2008 - Present
Job Partner at New York Life
Industry Financial Services
Experience
New York Life March 2008 - Present
Skills
Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Financial Services, Mutual Funds, Insurance, Leadership, Retirement Planning, Small Business, Risk Management, Fixed Annuities, Employee Benefits, Retirement, Investments, Estate Planning, Strategic Financial..., Financial Planners
Education
Ohio University 1997 — 2000
Pickerington High School 1993 — 1997
New York Life March 2008 - Present
Skills
Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Financial Services, Mutual Funds, Insurance, Leadership, Retirement Planning, Small Business, Risk Management, Fixed Annuities, Employee Benefits, Retirement, Investments, Estate Planning, Strategic Financial..., Financial Planners
Education
Ohio University 1997 — 2000
Pickerington High School 1993 — 1997
Jovan Coker Jovan Coker's New York Life Experience November 2013 - Present
Job Director, Business Development at Associated Insurance Systems Services Inc
Industry Financial Services
Experience
New York Life November 2013 - Present
Associated Insurance Systems Services Inc December 2012 - Present
Madison+Main September 2012 - December 2012
Capital Insurance Group May 2011 - November 2012
Car Care Detailers May 2008 - 2012
Family and Adolescent Counseling Services September 2009 - January 2011
Skills
Sales Support, Marketing, Marketing Strategy, Social Media Marketing, New Business Development, Creative Conception, Business Development, Insurance, Property & Casualty..., Commercial Insurance, Account Management, Selling
Education
Radford University 2005 — 2009
Bachelor's degree, Media Studies Concentration Advertising
New York Life November 2013 - Present
Associated Insurance Systems Services Inc December 2012 - Present
Madison+Main September 2012 - December 2012
Capital Insurance Group May 2011 - November 2012
Car Care Detailers May 2008 - 2012
Family and Adolescent Counseling Services September 2009 - January 2011
Skills
Sales Support, Marketing, Marketing Strategy, Social Media Marketing, New Business Development, Creative Conception, Business Development, Insurance, Property & Casualty..., Commercial Insurance, Account Management, Selling
Education
Radford University 2005 — 2009
Bachelor's degree, Media Studies Concentration Advertising
Jessica Kraus Jessica Kraus's New York Life Experience June 2011 - August 2011
Job Digital Investment Specialist at Initiative
Industry Marketing and Advertising
Experience
Initiative August 2014 - Present
Wieden + Kennedy September 2013 - August 2014
AdTheorent™ June 2012 - September 2013
New York Life June 2011 - August 2011
Skills
Digital Media, Marketing, Social Media Marketing, Advertising, Social Media, Research, Digital Marketing, InDesign, Photoshop, Illustrator, Flash, Facebook, Online Advertising, Prisma, comScore, MediaBank, DoubleClick, Twitter, Mobile Advertising, Display Advertising
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (B.S.), Advertising
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Advertising, Minor in Interactive Digital Design
Initiative August 2014 - Present
Wieden + Kennedy September 2013 - August 2014
AdTheorent™ June 2012 - September 2013
New York Life June 2011 - August 2011
Skills
Digital Media, Marketing, Social Media Marketing, Advertising, Social Media, Research, Digital Marketing, InDesign, Photoshop, Illustrator, Flash, Facebook, Online Advertising, Prisma, comScore, MediaBank, DoubleClick, Twitter, Mobile Advertising, Display Advertising
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (B.S.), Advertising
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Advertising, Minor in Interactive Digital Design
David Lumerman David Lumerman's New York Life Experience April 2001 - March 2015
Job Corporate Vice President : User Experience at New York Life Insurance Company
Industry Computer Software
Experience
Lil' Fingers Inc. February 2000 - Present
Freelance 1990 - Present
Boy Scouts of America September 2005 - Present
New York Life Insurance Company March 2015 - Present
New York Life April 2001 - March 2015
World Almanac for Kids March 2001 - June 2006
Uproar.com March 1998 - June 2000
Collier's Encyclopedia March 1995 - June 1998
Baldi Bloom Whelan Advertising October 1992 - June 1995
King Features Syndicate 1989 - 1992
Skills
User-centered Design, User Experience Design, Usability, Web Development, Experience Design, Project Management, Human Factors, User Experience, Information Architecture, User Interface Design, Usability Testing, User Interface, Interaction Design, HTML, CSS, Web Design, Graphic Design, Flash, Photoshop, Dreamweaver, Illustrator, Creative Direction, Graphics, Wireframes, JavaScript, Illustration, Web Applications, Front-end, Wire Framing, Advertising, CMS, Adobe Creative Suite, SEO, WordPress, Web Analytics, HTML 5, Website Development, Mobile Applications, E-commerce, Publishing, Content Management, Art Direction, Strategy, Video Games, Social Media, Digital Media, Game Design
Education
Rensselaer Polytechnic Institute 2004 — 2007
Master's degree, Human Factors
School of Visual Arts 1986 — 1990
BFA, Illustration
Commack High 1982 — 1986
Undergrad
Lil' Fingers Inc. February 2000 - Present
Freelance 1990 - Present
Boy Scouts of America September 2005 - Present
New York Life Insurance Company March 2015 - Present
New York Life April 2001 - March 2015
World Almanac for Kids March 2001 - June 2006
Uproar.com March 1998 - June 2000
Collier's Encyclopedia March 1995 - June 1998
Baldi Bloom Whelan Advertising October 1992 - June 1995
King Features Syndicate 1989 - 1992
Skills
User-centered Design, User Experience Design, Usability, Web Development, Experience Design, Project Management, Human Factors, User Experience, Information Architecture, User Interface Design, Usability Testing, User Interface, Interaction Design, HTML, CSS, Web Design, Graphic Design, Flash, Photoshop, Dreamweaver, Illustrator, Creative Direction, Graphics, Wireframes, JavaScript, Illustration, Web Applications, Front-end, Wire Framing, Advertising, CMS, Adobe Creative Suite, SEO, WordPress, Web Analytics, HTML 5, Website Development, Mobile Applications, E-commerce, Publishing, Content Management, Art Direction, Strategy, Video Games, Social Media, Digital Media, Game Design
Education
Rensselaer Polytechnic Institute 2004 — 2007
Master's degree, Human Factors
School of Visual Arts 1986 — 1990
BFA, Illustration
Commack High 1982 — 1986
Undergrad
Ralph Temple Ralph Temple's New York Life Experience June 1990 - April 1993
Job Specialty Insurance and Marketing Services, et al
Industry Insurance
Experience
Specialty Insurance, Marketing Services, et al October 2011 - Present
Creekmore Livingston, Inc. April 2004 - April 2012
Axco November 2003 - June 2004
JLT Services Corporation April 1993 - April 2003
New York Life June 1990 - April 1993
The MONY Group January 1984 - June 1990
Allianz Life October 1980 - January 1984
New England Life May 1980 - October 1980
Marsh May 1974 - May 1980
Unum February 1972 - May 1974
Skills
Program Management, Insurance, Marketing, Team Building, Employee Benefits, Underwriting, New Business Development, Brokers, Process Improvement, Strategic Planning, Account Management, Professional Liability, Contract Negotiation, Management, Real Estate, Sales, Life Insurance, Property & Casualty..., Liability, Negotiation, Disability Insurance, Business Development, Budgets, Term Life Insurance, Reinsurance, Legal Liability, Commercial Insurance, Health Insurance, Product Development, Risk Management, D&O, General Insurance, Analysis, Casualty, Product Marketing, Claim, Casualty Insurance
Education
The American College 1972 — 1974
CLU, Life and Health Insurance
Principia College 1963 — 1967
BA, Business Administration
Specialty Insurance, Marketing Services, et al October 2011 - Present
Creekmore Livingston, Inc. April 2004 - April 2012
Axco November 2003 - June 2004
JLT Services Corporation April 1993 - April 2003
New York Life June 1990 - April 1993
The MONY Group January 1984 - June 1990
Allianz Life October 1980 - January 1984
New England Life May 1980 - October 1980
Marsh May 1974 - May 1980
Unum February 1972 - May 1974
Skills
Program Management, Insurance, Marketing, Team Building, Employee Benefits, Underwriting, New Business Development, Brokers, Process Improvement, Strategic Planning, Account Management, Professional Liability, Contract Negotiation, Management, Real Estate, Sales, Life Insurance, Property & Casualty..., Liability, Negotiation, Disability Insurance, Business Development, Budgets, Term Life Insurance, Reinsurance, Legal Liability, Commercial Insurance, Health Insurance, Product Development, Risk Management, D&O, General Insurance, Analysis, Casualty, Product Marketing, Claim, Casualty Insurance
Education
The American College 1972 — 1974
CLU, Life and Health Insurance
Principia College 1963 — 1967
BA, Business Administration
Mark Mantell Mark Mantell's New York Life Experience June 2000 - Present
Job Corporate Vice President, New York Life
Industry Insurance
Experience
New York Life June 2000 - Present
Skills
Strategic Financial..., Instructional Design, Retirement Planning, Estate Planning, Training, Insurance, Management, Investments, Retirement, Life Insurance, Leadership, Mutual Funds, Financial Services, Securities, Series 7, Financial Planning
Education
Northwestern University
BA, Economics
New York Life June 2000 - Present
Skills
Strategic Financial..., Instructional Design, Retirement Planning, Estate Planning, Training, Insurance, Management, Investments, Retirement, Life Insurance, Leadership, Mutual Funds, Financial Services, Securities, Series 7, Financial Planning
Education
Northwestern University
BA, Economics
John Von Bergen John Von Bergen's New York Life Experience February 2004 - April 2005
Job Peace Corps Volunteer
Industry Education Management
Experience
Peace Corps November 2012 - December 2014
Mortgage and Realty Professionals Inc. *DBA April 2005 - December 2012
New York Life February 2004 - April 2005
Exelon June 2000 - July 2002
Skills
Leadership, Management, Strategy, Entrepreneurship, Management Consulting, Customer Service, Financial Analysis, Business Planning, Marketing, Negotiation, Strategic Planning, Business Development, Team Leadership, Team Building, Process Improvement, Training, Change Management, Forecasting, Team Management, Public Speaking, Project Management, Program Management, Sales, Microsoft Office, Finance, Consulting, Community Outreach, Account Management, New Business Development, Nonprofits, Marketing Strategy, Contract Negotiation, Research, Social Media, Business Strategy
Education
Thunderbird School of Global Management
MIM, International Management
Radford University
BBA, Finance
Peace Corps November 2012 - December 2014
Mortgage and Realty Professionals Inc. *DBA April 2005 - December 2012
New York Life February 2004 - April 2005
Exelon June 2000 - July 2002
Skills
Leadership, Management, Strategy, Entrepreneurship, Management Consulting, Customer Service, Financial Analysis, Business Planning, Marketing, Negotiation, Strategic Planning, Business Development, Team Leadership, Team Building, Process Improvement, Training, Change Management, Forecasting, Team Management, Public Speaking, Project Management, Program Management, Sales, Microsoft Office, Finance, Consulting, Community Outreach, Account Management, New Business Development, Nonprofits, Marketing Strategy, Contract Negotiation, Research, Social Media, Business Strategy
Education
Thunderbird School of Global Management
MIM, International Management
Radford University
BBA, Finance
Hitesh Manek Hitesh Manek's New York Life Experience May 2007 - May 2012
Job Workday Manager at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson January 2014 - Present
Johnson & Johnson June 2012 - Present
New York Life May 2007 - May 2012
Sanofi Aventis April 2002 - May 2007
Sub contract to PWC, SAP America and Deloitte - Radiant Systems June 1997 - April 2002
Skills
HR Transformation, Personnel Management, Change Management, HRIS, Talent Management, Succession Planning, Talent Acquisition, Business Process Design, Analytics, Strategy, Business Intelligence, Risk Management, Strategic HR, Human Resources, Budgets, Financial Risk, Agile Project Management, Human Capital Management, HR Strategy, Business Partner, Risk assesement and..., Cloud Applications
Education
Thunderbird School of Global Management 1997 — 1997
MBA, International Management
Queensland University of Technology 1996 — 1996
MBA, International Management
Loyola College 1993 — 1995
MS, Human Resources and Entrepreneurship
Loyola College 1990 — 1993
BS, Business Administration
Johnson & Johnson January 2014 - Present
Johnson & Johnson June 2012 - Present
New York Life May 2007 - May 2012
Sanofi Aventis April 2002 - May 2007
Sub contract to PWC, SAP America and Deloitte - Radiant Systems June 1997 - April 2002
Skills
HR Transformation, Personnel Management, Change Management, HRIS, Talent Management, Succession Planning, Talent Acquisition, Business Process Design, Analytics, Strategy, Business Intelligence, Risk Management, Strategic HR, Human Resources, Budgets, Financial Risk, Agile Project Management, Human Capital Management, HR Strategy, Business Partner, Risk assesement and..., Cloud Applications
Education
Thunderbird School of Global Management 1997 — 1997
MBA, International Management
Queensland University of Technology 1996 — 1996
MBA, International Management
Loyola College 1993 — 1995
MS, Human Resources and Entrepreneurship
Loyola College 1990 — 1993
BS, Business Administration
Richard A. Rizzardi Jr. Richard A. Rizzardi Jr.'s New York Life Experience August 2010 - August 2011
Job Penetrate large acquisition target accounts in Upper Northwest.
Industry Computer Hardware
Experience
Dell January 2015 - Present
Dell May 2013 - January 2015
Wells Fargo November 2012 - May 2013
GDC FINANCIAL GROUP August 2011 - December 2012
NEW YORK LIFE August 2010 - August 2011
Skills
Sales, Customer Service, Training, Employee Benefits, Insurance, Advertising, Negotiation, Retail, Cold Calling, Customer Retention, Recruiting, Life Insurance, New Business Development, Time Management, Marketing Strategy, Customer Satisfaction, Strategic Planning, Start-ups, Budgets, Analysis, Banking, Account Management, Small Business, Marketing, Sales Management, Pricing, Salesforce.com, Enterprise Storage, Networking, Dell PowerEdge Servers, Finance, Leadership, Selling, Direct Sales, Management, Team Building, Employee Training, Business Development, Strategy, Business Planning, Sales Operations, Team Leadership, CRM, Forecasting, Sales Process
Education
The University of Connecticut 2000 — 2001
Norwalk Community College 1989 — 1991
Dell January 2015 - Present
Dell May 2013 - January 2015
Wells Fargo November 2012 - May 2013
GDC FINANCIAL GROUP August 2011 - December 2012
NEW YORK LIFE August 2010 - August 2011
Skills
Sales, Customer Service, Training, Employee Benefits, Insurance, Advertising, Negotiation, Retail, Cold Calling, Customer Retention, Recruiting, Life Insurance, New Business Development, Time Management, Marketing Strategy, Customer Satisfaction, Strategic Planning, Start-ups, Budgets, Analysis, Banking, Account Management, Small Business, Marketing, Sales Management, Pricing, Salesforce.com, Enterprise Storage, Networking, Dell PowerEdge Servers, Finance, Leadership, Selling, Direct Sales, Management, Team Building, Employee Training, Business Development, Strategy, Business Planning, Sales Operations, Team Leadership, CRM, Forecasting, Sales Process
Education
The University of Connecticut 2000 — 2001
Norwalk Community College 1989 — 1991
Jack Medor Jack Medor's New York Life Experience November 1989 - September 1997
Job CFO Controller VP / Director of Finance
Industry Real Estate
Experience
In Transition July 2012 - Present
Heartland Alliance June 2010 - June 2012
Heartland Housing March 2010 - June 2010
Jack Medor Consulting November 2008 - June 2010
Lawndale Christian Development Corp March 2009 - July 2009
Renaissance Realty Group, Inc. August 2005 - October 2008
Jack Medor Consulting January 1998 - July 2005
Intrado (Purchased Lucent Public Safety Systems) July 2001 - March 2002
Lucent Public Safety Systems (Inventor of 911 systems) September 2000 - June 2001
New York Life November 1989 - September 1997
Skills
Financial Modeling, Budgets, Strategic Planning, QuickBooks, Public Speaking, Peachtree, Microsoft Word, Staff Development, Visio, Key Performance..., Yardi, Platinum, Financial Analysis, Financial Reporting, Accounting, Real Estate, Forecasting, Mergers, Due Diligence, GAAP, Internal Controls, Auditing, Finance, Mergers & Acquisitions, Leadership, Variance Analysis, Analysis, Management, Cash Flow, Business Planning, Managerial Finance, Training
Education
Northwestern University - Kellogg School of Management 1972 — 1976
MBA, Accounting, Finance
University of Illinois at Urbana-Champaign 1967 — 1972
BS, Physics, Math
In Transition July 2012 - Present
Heartland Alliance June 2010 - June 2012
Heartland Housing March 2010 - June 2010
Jack Medor Consulting November 2008 - June 2010
Lawndale Christian Development Corp March 2009 - July 2009
Renaissance Realty Group, Inc. August 2005 - October 2008
Jack Medor Consulting January 1998 - July 2005
Intrado (Purchased Lucent Public Safety Systems) July 2001 - March 2002
Lucent Public Safety Systems (Inventor of 911 systems) September 2000 - June 2001
New York Life November 1989 - September 1997
Skills
Financial Modeling, Budgets, Strategic Planning, QuickBooks, Public Speaking, Peachtree, Microsoft Word, Staff Development, Visio, Key Performance..., Yardi, Platinum, Financial Analysis, Financial Reporting, Accounting, Real Estate, Forecasting, Mergers, Due Diligence, GAAP, Internal Controls, Auditing, Finance, Mergers & Acquisitions, Leadership, Variance Analysis, Analysis, Management, Cash Flow, Business Planning, Managerial Finance, Training
Education
Northwestern University - Kellogg School of Management 1972 — 1976
MBA, Accounting, Finance
University of Illinois at Urbana-Champaign 1967 — 1972
BS, Physics, Math
Fred Adelstein fredrmt@gmail.com LION Fred Adelstein fredrmt@gmail.com LION's New York Life Experience June 1975 - July 1977
Job Licensed Massage Therapist and Owner Fred Adelstein, LMT (private practice) 214.502.0997
Industry Health, Wellness and Fitness
Experience
Fred Adelstein, LMT;MTI August 1992 - Present
Deep Ellum Film Festival, Goth Ball, Cancer Relief Fund a 501(c)(3) non-profit organization March 2003 - January 2006
Cheer Dallas Inc. 501(c)(3) non-profit organization 1993 - 2001
Call Points Inc. September 1989 - 1991
Digital Transmission Inc. April 1988 - 1990
Digital Equipment Corporation May 1987 - April 1988
RCA January 1983 - May 1987
Pacific Mutual Life Insurance Company / PCC Finical Services July 1978 - January 1983
Pacific Mutual Life Insurance Company July 1978 - July 1979
New York Life June 1975 - July 1977
Education
The Institute of Applied Kinesiology 2001 — 2002
Kinesiology, Applied Kinesiology (how the body moves)
Asten Center of Natural Therapeutics 1992 — 1995
LMT: MTI, Massage Therapy
Myofascial Release Treatment Centers 1991 — 1993
MFR, Injury and Rehabilitative Therapies.
Southern Methodist University 1978 — 1980
Business Law and Financial Planning
Richland Community College 1973 — 1975
Accounting and Finance
Hillcrest High School 1971 — 1973
graduated, high school
Fred Adelstein, LMT;MTI August 1992 - Present
Deep Ellum Film Festival, Goth Ball, Cancer Relief Fund a 501(c)(3) non-profit organization March 2003 - January 2006
Cheer Dallas Inc. 501(c)(3) non-profit organization 1993 - 2001
Call Points Inc. September 1989 - 1991
Digital Transmission Inc. April 1988 - 1990
Digital Equipment Corporation May 1987 - April 1988
RCA January 1983 - May 1987
Pacific Mutual Life Insurance Company / PCC Finical Services July 1978 - January 1983
Pacific Mutual Life Insurance Company July 1978 - July 1979
New York Life June 1975 - July 1977
Education
The Institute of Applied Kinesiology 2001 — 2002
Kinesiology, Applied Kinesiology (how the body moves)
Asten Center of Natural Therapeutics 1992 — 1995
LMT: MTI, Massage Therapy
Myofascial Release Treatment Centers 1991 — 1993
MFR, Injury and Rehabilitative Therapies.
Southern Methodist University 1978 — 1980
Business Law and Financial Planning
Richland Community College 1973 — 1975
Accounting and Finance
Hillcrest High School 1971 — 1973
graduated, high school
Suzanne Collins, PMP's New York Life Experience May 1993 - Present
Job Corporate Vice President
Industry Insurance
Experience
New York Life May 1993 - Present
Skills
Vendor Management, Financial Services, SDLC, Leadership, Business Analysis, Fixed Annuities, Insurance, Team Building
Education
Pace University 1985 — 1989
BBA, MIS
New York Life May 1993 - Present
Skills
Vendor Management, Financial Services, SDLC, Leadership, Business Analysis, Fixed Annuities, Insurance, Team Building
Education
Pace University 1985 — 1989
BBA, MIS
Frank Moschella's New York Life Experience July 2009 - July 2012
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
New York Life July 2009 - July 2012
Delaware Investments 2000 - 2005
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Series 6, Securities, Investments, Series 63, Retirement, Series 7, Life Insurance, Long-term Care, Strategic Financial..., Estate Planning, Wealth Management, Financial Services, 401k, Asset Managment, Employee Benefits, Investment Strategies
Education
Penn State University 1984 — 2000
Central High 1980 — 1984
New York Life Insurance Company August 2012 - Present
New York Life July 2009 - July 2012
Delaware Investments 2000 - 2005
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Series 6, Securities, Investments, Series 63, Retirement, Series 7, Life Insurance, Long-term Care, Strategic Financial..., Estate Planning, Wealth Management, Financial Services, 401k, Asset Managment, Employee Benefits, Investment Strategies
Education
Penn State University 1984 — 2000
Central High 1980 — 1984
Arlyne Haraburda, CLTC's New York Life Experience July 2008 - October 2009
Job Long Term Care Specialist | Financial Liberty Advisor
Industry Insurance
Experience
ACSIA Partners March 2014 - Present
Strategic Insurance Inc October 2013 - Present
Genworth Financial October 2010 - October 2013
MassMutual Financial Group November 2009 - October 2010
New York Life July 2008 - October 2009
Heathwise Benefits Group May 2001 - July 2008
Skills
Fixed Annuities, Small Business, Long Term Care Insurance, Retirement, Public Speaking, Retirement Planning, Employee Benefits, Term Life Insurance, Life Insurance, Medicare, Long-term Care, Strategic Planning, Insurance, Leadership, Health Insurance, Financial Services, Business Planning, Wealth
Education
Pratt Institute
Bachelor of Fine Arts (BFA), School of Art and Design
ACSIA Partners March 2014 - Present
Strategic Insurance Inc October 2013 - Present
Genworth Financial October 2010 - October 2013
MassMutual Financial Group November 2009 - October 2010
New York Life July 2008 - October 2009
Heathwise Benefits Group May 2001 - July 2008
Skills
Fixed Annuities, Small Business, Long Term Care Insurance, Retirement, Public Speaking, Retirement Planning, Employee Benefits, Term Life Insurance, Life Insurance, Medicare, Long-term Care, Strategic Planning, Insurance, Leadership, Health Insurance, Financial Services, Business Planning, Wealth
Education
Pratt Institute
Bachelor of Fine Arts (BFA), School of Art and Design
Warren Garrett's New York Life Experience 1993 - 2008
Job EBay Guru at Work at home
Industry Information Technology and Services
Experience
Work at home January 2011 - Present
RETIRED AND LOVIN' IT October 2010 - Present
Rightsize-Solutions October 2010 - August 2011
Wizard Tech Services October 2008 - January 2010
New York Life Insurance Company January 1993 - October 2008
New York Life 1993 - 2008
Freelance Consulting January 1987 - January 1991
General Electric May 1966 - January 1986
Skills
Technical Support, System Deployment, Operating Systems, Active Directory, Servers, Windows Server, Disaster Recovery, Security, Citrix, Databases, Software Installation, Unix, Software Documentation, VMware, Windows, Vendor Management
Education
Various Education 1972 — 2000
None, Various
Roanoke College 1970 — 1971
None, Business Law - 1 year
Electronics - US Air Force 1962 — 1963
Completed, Electronics
University of Kentucky 1960 — 1962
None, Physics/Math
Work at home January 2011 - Present
RETIRED AND LOVIN' IT October 2010 - Present
Rightsize-Solutions October 2010 - August 2011
Wizard Tech Services October 2008 - January 2010
New York Life Insurance Company January 1993 - October 2008
New York Life 1993 - 2008
Freelance Consulting January 1987 - January 1991
General Electric May 1966 - January 1986
Skills
Technical Support, System Deployment, Operating Systems, Active Directory, Servers, Windows Server, Disaster Recovery, Security, Citrix, Databases, Software Installation, Unix, Software Documentation, VMware, Windows, Vendor Management
Education
Various Education 1972 — 2000
None, Various
Roanoke College 1970 — 1971
None, Business Law - 1 year
Electronics - US Air Force 1962 — 1963
Completed, Electronics
University of Kentucky 1960 — 1962
None, Physics/Math
Carter J. Garnon CLTC Carter J. Garnon CLTC's New York Life Experience 2008 - August 2012
Job President at GFG, Associate Director at Transamerica
Industry Financial Services
Experience
Transamerica 2014 - Present
Garnon Financial Group December 2008 - Present
North Columbus Bruins May 2009 - July 2014
TIAA-CREF September 2012 - January 2013
New York Life 2008 - August 2012
Olentangy High School August 2011 - June 2012
Westerville North High School August 2009 - June 2011
LEED Construction and Development Services January 2005 - September 2008
Fossil November 2001 - January 2008
Mills Financial Planning January 2003 - June 2004
Education
Ohio Dominican University 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics & Financial Planning
Transamerica 2014 - Present
Garnon Financial Group December 2008 - Present
North Columbus Bruins May 2009 - July 2014
TIAA-CREF September 2012 - January 2013
New York Life 2008 - August 2012
Olentangy High School August 2011 - June 2012
Westerville North High School August 2009 - June 2011
LEED Construction and Development Services January 2005 - September 2008
Fossil November 2001 - January 2008
Mills Financial Planning January 2003 - June 2004
Education
Ohio Dominican University 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics & Financial Planning
Matthew Jamison's New York Life Experience January 2010 - January 2011
Job Financial Marketing Writer
Industry Financial Services
Experience
NEW YORK LIFE January 2010 - January 2011
PineBridge Investments October 2007 - November 2009
Neuberger Berman September 2004 - January 2007
u.s. army January 1994 - January 1999
Skills
Adobe Creative Suite, MS Office Suite, Excel, SANT, RFP preparation, Proposal Writing
Education
Rollins College - Crummer Graduate School of Business 2001 — 2004
MBA
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Finance
University of Wyoming 1988 — 1990
NEW YORK LIFE January 2010 - January 2011
PineBridge Investments October 2007 - November 2009
Neuberger Berman September 2004 - January 2007
u.s. army January 1994 - January 1999
Skills
Adobe Creative Suite, MS Office Suite, Excel, SANT, RFP preparation, Proposal Writing
Education
Rollins College - Crummer Graduate School of Business 2001 — 2004
MBA
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Finance
University of Wyoming 1988 — 1990
Diane Wesbecher's New York Life Experience June 2000 - June 2014
Job Manager, Sales Desk at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life June 2000 - June 2014
NYLIM 2000 - 2006
CFS Bank 1996 - 1999
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, 401k, Variable Annuities, Investments, Wealth Management, IRAs, Asset Allocation, Investment Management, Series 7, Insurance, Series 63, Sales, Employee Benefits, 401k Rollovers, Securities, Series 6, Financial Services, Long Term Care Insurance, Life Insurance, Long-term Care, Disability Insurance
Education
City University of New York-Queens College
Mathematics
New York Life Insurance Company January 2015 - Present
New York Life June 2000 - June 2014
NYLIM 2000 - 2006
CFS Bank 1996 - 1999
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, 401k, Variable Annuities, Investments, Wealth Management, IRAs, Asset Allocation, Investment Management, Series 7, Insurance, Series 63, Sales, Employee Benefits, 401k Rollovers, Securities, Series 6, Financial Services, Long Term Care Insurance, Life Insurance, Long-term Care, Disability Insurance
Education
City University of New York-Queens College
Mathematics
Hector Martinez Hector Martinez's New York Life Experience 1998 - 2008
Job Learning & Development
Industry Human Resources
Experience
Sirius XM Radio Inc. 2015 - Present
New York Institute of Technology 2013 - Present
Association for Talent Development (ATD) 2014 - Present
AppNexus 2014 - 2015
Sleepy's 2011 - 2014
Syska Hennessy Group 2008 - 2011
New York Life 1998 - 2008
Skills
Employee Training, Organizational..., Training, Talent Management, Leadership Development, Instructional Design, Leadership, Performance Management, Onboarding, Human Resources, Succession Planning, E-Learning, Coaching, Management, Microsoft Office, Change Management, Program Management, Career Development, Instructor-led Training, Management Development, Employee Relations, Interviews, Organizational Learning, Learning Management, Strategy, Public Speaking, Distance Learning, Training & Development, Team Building, Employee Engagement, Recruiting, Project Coordination, Organizational..., Networking, New Hire Orientations, Personnel Management, Blended Learning, 360 Feedback, Talent Acquisition, Organizational Design, HRIS, Executive Coaching, Organizing Meetings, Vendor Management, Staff Development, Deferred Compensation, Career Counseling
Education
Teachers College of Columbia University 1997 — 1998
MA, Organizational Psychology
Rutgers University – Camden 1992 — 1996
BA, Psychology
Sirius XM Radio Inc. 2015 - Present
New York Institute of Technology 2013 - Present
Association for Talent Development (ATD) 2014 - Present
AppNexus 2014 - 2015
Sleepy's 2011 - 2014
Syska Hennessy Group 2008 - 2011
New York Life 1998 - 2008
Skills
Employee Training, Organizational..., Training, Talent Management, Leadership Development, Instructional Design, Leadership, Performance Management, Onboarding, Human Resources, Succession Planning, E-Learning, Coaching, Management, Microsoft Office, Change Management, Program Management, Career Development, Instructor-led Training, Management Development, Employee Relations, Interviews, Organizational Learning, Learning Management, Strategy, Public Speaking, Distance Learning, Training & Development, Team Building, Employee Engagement, Recruiting, Project Coordination, Organizational..., Networking, New Hire Orientations, Personnel Management, Blended Learning, 360 Feedback, Talent Acquisition, Organizational Design, HRIS, Executive Coaching, Organizing Meetings, Vendor Management, Staff Development, Deferred Compensation, Career Counseling
Education
Teachers College of Columbia University 1997 — 1998
MA, Organizational Psychology
Rutgers University – Camden 1992 — 1996
BA, Psychology
David Boynton David Boynton's New York Life Experience April 1992 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 1992 - Present
New York Life April 1992 - Present
Skills
Life Insurance, Investments, 401k Rollovers, IRA Rollovers, Licensed in Long-Term..., Estate Planning, Wealth Preservation...
Education
University of Notre Dame
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA)
Eagle Strategies, LLC April 1992 - Present
New York Life April 1992 - Present
Skills
Life Insurance, Investments, 401k Rollovers, IRA Rollovers, Licensed in Long-Term..., Estate Planning, Wealth Preservation...
Education
University of Notre Dame
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA)
Jonathan Serafin's New York Life Experience May 2008 - June 2013
Job Financial Adviser at Eagle Strategies, LLC (New York Life)
Industry Financial Services
Experience
Eagle Strategies, LLC October 2011 - Present
New York Life Insurance Company June 2013 - August 2014
New York Life May 2008 - June 2013
Skills
Leadership, Financial Recruiting, Training, Communication, Time Management, Hands on Leader, Multi-tasking Skills, Financial Planning, 401k, Employee Benefits, Insurance, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Finance, Financial Services, Investments, Retirement Planning, Securities
Education
Radford University 2003 — 2008
Paul VI High School 1999 — 2003
American College
LUTCF
Eagle Strategies, LLC October 2011 - Present
New York Life Insurance Company June 2013 - August 2014
New York Life May 2008 - June 2013
Skills
Leadership, Financial Recruiting, Training, Communication, Time Management, Hands on Leader, Multi-tasking Skills, Financial Planning, 401k, Employee Benefits, Insurance, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Finance, Financial Services, Investments, Retirement Planning, Securities
Education
Radford University 2003 — 2008
Paul VI High School 1999 — 2003
American College
LUTCF
Julianne (Hertel) Dahrooge's New York Life Experience February 2007 - Present
Job Co Founder at Chan & Dahrooge Financial Group, LLC
Industry Financial Services
Experience
Chan & Dahrooge Financial Group, LLC March 2015 - Present
Eagle Strategies, LLC September 2007 - Present
New York Life February 2007 - Present
Assumption College July 2004 - June 2007
Bryant University 2001 - 2004
Skills
Retirement Planning, Life Insurance, Retirement, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Fixed Annuities, Securities, Estate Planning, Small Business, Finance, Financial Planners, 401k Rollovers, Investments, FINRA, Mutual Funds, Leadership, 401k, Long-term Care, Health Insurance, Financial Planning
Education
Providence College 1997 — 2001
BA
Chan & Dahrooge Financial Group, LLC March 2015 - Present
Eagle Strategies, LLC September 2007 - Present
New York Life February 2007 - Present
Assumption College July 2004 - June 2007
Bryant University 2001 - 2004
Skills
Retirement Planning, Life Insurance, Retirement, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Fixed Annuities, Securities, Estate Planning, Small Business, Finance, Financial Planners, 401k Rollovers, Investments, FINRA, Mutual Funds, Leadership, 401k, Long-term Care, Health Insurance, Financial Planning
Education
Providence College 1997 — 2001
BA
Ted McGrath's New York Life Experience December 1999 - November 2005
Job Founder & CEO at RiZe Global
Industry Professional Training & Coaching
Experience
RiZe Global March 2010 - Present
RiZe Global January 2005 - Present
New York Life December 1999 - November 2005
Education
Rollins College 1995 — 1999
BA, Economics
RiZe Global March 2010 - Present
RiZe Global January 2005 - Present
New York Life December 1999 - November 2005
Education
Rollins College 1995 — 1999
BA, Economics
Eric Korn Eric Korn's New York Life Experience September 2004 - December 2005
Job Owner, GoodLife Gourmet
Industry Food & Beverages
Experience
Good-Life March 2008 - Present
Marybeth's Caterers June 2008 - March 2009
Jennifer's Kitchen December 2007 - March 2008
Hugh Wood Inc January 2006 - December 2007
New York Life September 2004 - December 2005
Avesta's Eclectic Cuisine October 2003 - June 2004
Education
Ohio Wesleyan University 2000 — 2006
Bachelor of Arts Degree, Economics; a; management
The French Culinary Institute
Grand Diploma, Culinary Arts
Good-Life March 2008 - Present
Marybeth's Caterers June 2008 - March 2009
Jennifer's Kitchen December 2007 - March 2008
Hugh Wood Inc January 2006 - December 2007
New York Life September 2004 - December 2005
Avesta's Eclectic Cuisine October 2003 - June 2004
Education
Ohio Wesleyan University 2000 — 2006
Bachelor of Arts Degree, Economics; a; management
The French Culinary Institute
Grand Diploma, Culinary Arts
Cathy Saenz Cathy Saenz's New York Life Experience February 2007 - Present
Job
Industry Marketing and Advertising
Experience
New York Life February 2007 - Present
Skills
Marketing Communications, Competitive Analysis, Business Strategy, Marketing Strategy, Strategic Planning, Advertising, Lead Generation, Account Management, Strategy, Direct Marketing, Marketing
Education
University of Tampa - John H. Sykes College of Business 2002 — 2005
Master of Science (MS), Technology & Innovation Management
Rollins College 1991 — 1993
Bachelor’s Degree, Organizational Communication
New York Life February 2007 - Present
Skills
Marketing Communications, Competitive Analysis, Business Strategy, Marketing Strategy, Strategic Planning, Advertising, Lead Generation, Account Management, Strategy, Direct Marketing, Marketing
Education
University of Tampa - John H. Sykes College of Business 2002 — 2005
Master of Science (MS), Technology & Innovation Management
Rollins College 1991 — 1993
Bachelor’s Degree, Organizational Communication
Barney Packard II, CFP®'s New York Life Experience June 1999 - June 2000
Job First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates September 2009 - Present
Clay Fire Territory 2006 - Present
Smith Barney June 2000 - September 2009
New York Life June 1999 - June 2000
Skills
Investments, Wealth Management, Insurance, Securities, Finance, Estate Planning, Financial Advisory, Asset Management, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Retirement Planning, Investment Management, Investment Advisory, Series 65, Retirement, Series 63, Fixed Annuities, Wealth Management...
Education
Purdue University 1996 — 2000
Bachelors of Science, Financial Counseling and Planning
Raymond James & Associates September 2009 - Present
Clay Fire Territory 2006 - Present
Smith Barney June 2000 - September 2009
New York Life June 1999 - June 2000
Skills
Investments, Wealth Management, Insurance, Securities, Finance, Estate Planning, Financial Advisory, Asset Management, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Retirement Planning, Investment Management, Investment Advisory, Series 65, Retirement, Series 63, Fixed Annuities, Wealth Management...
Education
Purdue University 1996 — 2000
Bachelors of Science, Financial Counseling and Planning
Debbie Sonntag Debbie Sonntag's New York Life Experience 2003 - 2004
Job Payroll Services Professional
Industry Accounting
Experience
MasterPay USA February 2009 - Present
RBC 2007 - 2009
ADP 2004 - 2007
New York Life 2003 - 2004
Paychex 1998 - 2003
Skills
Payroll, Payroll Processing, Multi-state Payroll, Payroll Taxes, Garnishments, Small Business, New Business Development, Job Costing, Background Checks, Drug Testing, Workers Compensation, Local Taxes, Human Resources, Employee Handbooks, Job Descriptions, Customer Service, Employee Benefits, Tax, Retirement Planning, Team Building, Business, Sales, Employee Relations, Financial Analysis, Interviews, Health Insurance, Life Insurance, Sales Management, Strategic Financial..., Recruiting, Marketing, Onboarding, 401k, Leadership, Retirement, Benefits Administration, Disability Insurance, Strategic Planning, New Hire Orientations, Coaching, Budgets, Networking, Time Management, Training, Consulting, Insurance, Cold Calling, Customer Retention, Hiring, Finance
Education
Occidental College 1988 — 1989
Phillips Exeter Academy 1985 — 1988
Dhahran Junior High 1984 — 1985
MasterPay USA February 2009 - Present
RBC 2007 - 2009
ADP 2004 - 2007
New York Life 2003 - 2004
Paychex 1998 - 2003
Skills
Payroll, Payroll Processing, Multi-state Payroll, Payroll Taxes, Garnishments, Small Business, New Business Development, Job Costing, Background Checks, Drug Testing, Workers Compensation, Local Taxes, Human Resources, Employee Handbooks, Job Descriptions, Customer Service, Employee Benefits, Tax, Retirement Planning, Team Building, Business, Sales, Employee Relations, Financial Analysis, Interviews, Health Insurance, Life Insurance, Sales Management, Strategic Financial..., Recruiting, Marketing, Onboarding, 401k, Leadership, Retirement, Benefits Administration, Disability Insurance, Strategic Planning, New Hire Orientations, Coaching, Budgets, Networking, Time Management, Training, Consulting, Insurance, Cold Calling, Customer Retention, Hiring, Finance
Education
Occidental College 1988 — 1989
Phillips Exeter Academy 1985 — 1988
Dhahran Junior High 1984 — 1985
Keri L. Drain Keri L. Drain's New York Life Experience May 2008 - December 2008
Job Financial Services
Industry Financial Services
Experience
KeyBank March 2014 - Present
PNC August 2010 - February 2014
MetLife January 2009 - December 2009
New York Life May 2008 - December 2008
Fifth Third Bank January 2005 - February 2008
Wells Fargo Financial November 2000 - January 2005
Skills
Investments, Series 6, Life Insurance, Fixed Annuities, Insurance, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Mortgage Lending, Loans, Retirement, Credit, Strategic Financial..., Consumer Lending, Finance, Financial Services, Sales, Employee Benefits
Education
Tiffin University 2011 — 2013
Bachelor's degree, Business Administration and Management, General
Owens Community College 1998 — 2001
Associates, Business Management
KeyBank March 2014 - Present
PNC August 2010 - February 2014
MetLife January 2009 - December 2009
New York Life May 2008 - December 2008
Fifth Third Bank January 2005 - February 2008
Wells Fargo Financial November 2000 - January 2005
Skills
Investments, Series 6, Life Insurance, Fixed Annuities, Insurance, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Mortgage Lending, Loans, Retirement, Credit, Strategic Financial..., Consumer Lending, Finance, Financial Services, Sales, Employee Benefits
Education
Tiffin University 2011 — 2013
Bachelor's degree, Business Administration and Management, General
Owens Community College 1998 — 2001
Associates, Business Management
Tim Campbell, PMP, ITIL, Net Pro, Sec Pro Tim Campbell, PMP, ITIL, Net Pro, Sec Pro's New York Life Experience 2003 - 2004
Job Student at UMUC
Industry Information Technology and Services
Experience
UMUC June 2009 - Present
Pentagon September 2007 - March 2008
Pandect Solutions 1999 - 2007
US Department of Homeland Security 2005 - 2006
Freddie Mac 2004 - 2005
New York Life 2003 - 2004
Travelers 2001 - 2002
VISA 2000 - 2001
MetLife April 1998 - September 1998
Skills
PMP, SDLC, Program Management, Project Management, ITIL, Enterprise Software, Business Analysis, Strategy, Leadership, PMO, Information Technology, MS Project, Management, Consulting, Vendor Management, Requirements Analysis, Change Management, Software Development, Security, Analysis, Process Improvement, Training, Business Process..., IT Strategy, Network Administration, Network Security, Network Design, Management Consulting, Organizational..., Product Development, Business Development, Editing, Continuous Improvement, Knowledge Management, Team Leadership, Linux, Legal Writing, Networking, Project Planning, Quality Assurance, Quality Management, Quality Control, Software Quality..., Quality Auditing, Risk Management, Team Management, Unix, User Acceptance Testing, Writing, OS X
Education
University of Maryland University College 2009 — 2017
Cyber Security
Project Management Institute 2005 — 2007
Certificate, Project Management Professional - PMP
Portland State University 1973 — 1978
Business, IT, Biology, Chemistry
UMUC June 2009 - Present
Pentagon September 2007 - March 2008
Pandect Solutions 1999 - 2007
US Department of Homeland Security 2005 - 2006
Freddie Mac 2004 - 2005
New York Life 2003 - 2004
Travelers 2001 - 2002
VISA 2000 - 2001
MetLife April 1998 - September 1998
Skills
PMP, SDLC, Program Management, Project Management, ITIL, Enterprise Software, Business Analysis, Strategy, Leadership, PMO, Information Technology, MS Project, Management, Consulting, Vendor Management, Requirements Analysis, Change Management, Software Development, Security, Analysis, Process Improvement, Training, Business Process..., IT Strategy, Network Administration, Network Security, Network Design, Management Consulting, Organizational..., Product Development, Business Development, Editing, Continuous Improvement, Knowledge Management, Team Leadership, Linux, Legal Writing, Networking, Project Planning, Quality Assurance, Quality Management, Quality Control, Software Quality..., Quality Auditing, Risk Management, Team Management, Unix, User Acceptance Testing, Writing, OS X
Education
University of Maryland University College 2009 — 2017
Cyber Security
Project Management Institute 2005 — 2007
Certificate, Project Management Professional - PMP
Portland State University 1973 — 1978
Business, IT, Biology, Chemistry
Christine Hinson's New York Life Experience 2004 - January 2012
Job Retirement Plan Optimization Consultant at ADP
Industry Investment Management
Experience
ADP November 2011 - Present
New York Life 2004 - January 2012
Intac Incorporated 2003 - 2004
Milliman & Robertson 1999 - 2003
Sedgewick Noble Lowndes 1995 - 1999
Deloitte & Touche 1989 - 1995
Skills
ERISA, 401k, Retirement Planning, Employee Benefits, Retirement, Defined Benefit, Mutual Funds, Pensions, Financial Services, Series 63, Investments, Fixed Annuities, Asset Allocation, Securities
Education
Pace University 1984 — 1989
Bachelor of Science, Mathematics and Computer Science
ADP November 2011 - Present
New York Life 2004 - January 2012
Intac Incorporated 2003 - 2004
Milliman & Robertson 1999 - 2003
Sedgewick Noble Lowndes 1995 - 1999
Deloitte & Touche 1989 - 1995
Skills
ERISA, 401k, Retirement Planning, Employee Benefits, Retirement, Defined Benefit, Mutual Funds, Pensions, Financial Services, Series 63, Investments, Fixed Annuities, Asset Allocation, Securities
Education
Pace University 1984 — 1989
Bachelor of Science, Mathematics and Computer Science
Maria Agliata's New York Life Experience January 2009 - May 2014
Job Corporate Vice President Customer Service at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
New York Life January 2009 - May 2014
New York Life Insurance Company September 2005 - December 2008
New York Life Insurance Company September 1999 - August 2005
Skills
Recruitment/Retention, Marketing Strategy, Marketing Management, Mentoring, Social Media, Business Strategy, Lead Generation, Marketing, Management, Recruiting, Social Networking, Life Insurance, New Business Development, Business Planning, Insurance, Analysis, Market Research, Leadership, Change Management, Public Relations, CRM, Team Leadership, Strategic Partnerships, Budgets, Product Development, Contract Negotiation, Strategic Planning, Analytics, Account Management, Business Development, Negotiation, Cross-functional Team..., Program Management
Education
Saint John's University 1990 — 1992
MBA, Marketing Management
Pace University 1984 — 1988
BBA, International Management
John Glenn High School
New York Life Insurance Company May 2014 - Present
New York Life January 2009 - May 2014
New York Life Insurance Company September 2005 - December 2008
New York Life Insurance Company September 1999 - August 2005
Skills
Recruitment/Retention, Marketing Strategy, Marketing Management, Mentoring, Social Media, Business Strategy, Lead Generation, Marketing, Management, Recruiting, Social Networking, Life Insurance, New Business Development, Business Planning, Insurance, Analysis, Market Research, Leadership, Change Management, Public Relations, CRM, Team Leadership, Strategic Partnerships, Budgets, Product Development, Contract Negotiation, Strategic Planning, Analytics, Account Management, Business Development, Negotiation, Cross-functional Team..., Program Management
Education
Saint John's University 1990 — 1992
MBA, Marketing Management
Pace University 1984 — 1988
BBA, International Management
John Glenn High School
Eugene McGrath's New York Life Experience December 2007 - Present
Job Resourceful, cross functional analyst ★ Finding solutions, generating ideas, delivering projects.★ What do you need?
Industry Information Technology and Services
Experience
New York Life December 2007 - Present
First Presbyterian Church of Yorktown January 2014 - Present
First Presbyterian Church of Yorktown 2011 - 2015
First Presbyterian Church of Yorktown 2011 - 2015
First Presbyterian Church of Yorktown 2011 - 2015
First Presbyterian Church of Yorktown 2011 - 2015
TIAA-CREF July 2006 - December 2007
TIAA-CREF March 2000 - July 2006
TIAA-CREF August 1990 - March 2000
OSFNS June 1984 - June 1990
Skills
Mainframe, SDLC, Business Analysis, MS Office Suite, Outstanding Customer..., Requirements Gathering, Communication, Process Improvement, Visio, User Acceptance Testing, Analysis, Testing, Data Analysis, Troubleshooting, Software Documentation, System Administration, Financial Services, Change Management, Microsoft Office, Disaster Recovery, IT Management, IT Strategy, Leadership, Customer Service, Project Portfolio..., Business Requirements, Training, Call Centers, Systems Analysis, SharePoint, Business Process..., Requirements Analysis, Project Management, ITIL, Business Process, Integration
Education
Pace University 1992 — 2000
Bachelor of Science, Professional Computer Studies
Power Memorial Academy 1980 — 1984
Regents Diploma, Regents Diploma
New York Life December 2007 - Present
First Presbyterian Church of Yorktown January 2014 - Present
First Presbyterian Church of Yorktown 2011 - 2015
First Presbyterian Church of Yorktown 2011 - 2015
First Presbyterian Church of Yorktown 2011 - 2015
First Presbyterian Church of Yorktown 2011 - 2015
TIAA-CREF July 2006 - December 2007
TIAA-CREF March 2000 - July 2006
TIAA-CREF August 1990 - March 2000
OSFNS June 1984 - June 1990
Skills
Mainframe, SDLC, Business Analysis, MS Office Suite, Outstanding Customer..., Requirements Gathering, Communication, Process Improvement, Visio, User Acceptance Testing, Analysis, Testing, Data Analysis, Troubleshooting, Software Documentation, System Administration, Financial Services, Change Management, Microsoft Office, Disaster Recovery, IT Management, IT Strategy, Leadership, Customer Service, Project Portfolio..., Business Requirements, Training, Call Centers, Systems Analysis, SharePoint, Business Process..., Requirements Analysis, Project Management, ITIL, Business Process, Integration
Education
Pace University 1992 — 2000
Bachelor of Science, Professional Computer Studies
Power Memorial Academy 1980 — 1984
Regents Diploma, Regents Diploma
Sven Anderson, CLU, ChFC's New York Life Experience May 1997 - Present
Job New York Life Financial Services Professional helping Business Owners and Families in the Greater Salem Area
Industry Financial Services
Experience
New York Life May 1997 - Present
New York Life Insurance Company May 1997 - Present
Skills
Fixed Annuities, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Key Person Insurance, Wealth Management, Series 6, Term Life Insurance, College Savings Plans, Strategic Financial..., Securities, Long Term Care Insurance, Asset Allocation, IRAs, Roth IRA, Retirement, Employee Benefits, Insurance, Income Protection, Small Business, Wealth Accumulation, Financial Services, Variable Annuities, Pensions, Mutual Funds, 401k Rollovers, Investments
Education
Portland State University 1979 — 1980
New York Life May 1997 - Present
New York Life Insurance Company May 1997 - Present
Skills
Fixed Annuities, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Key Person Insurance, Wealth Management, Series 6, Term Life Insurance, College Savings Plans, Strategic Financial..., Securities, Long Term Care Insurance, Asset Allocation, IRAs, Roth IRA, Retirement, Employee Benefits, Insurance, Income Protection, Small Business, Wealth Accumulation, Financial Services, Variable Annuities, Pensions, Mutual Funds, 401k Rollovers, Investments
Education
Portland State University 1979 — 1980
Raul Cobos Raul Cobos's New York Life Experience December 2013 - Present
Job Marketing & Recruiting Manager, Latino Market
Industry Marketing and Advertising
Experience
New York Life December 2013 - Present
Mattie Rhodes Center April 2010 - Present
Skills
New Business Development, Direct Marketing, Advertising Sales, Cold Calling, Lead Generation, SEM, SEO, Social Media, Online Marketing, Email Marketing, Marketing Strategy, Advertising, Promotions, B2B, Social Media Marketing, Brand Development, Website Development, Public Speaking, Digital Marketing, Online Advertising, Google Adwords, Salesforce.com, Mobile Marketing, PPC, Direct Mail, Event Planning, Event Management, Digital Media, Translation, Sales, Interactive Marketing, Sales Process, Leadership, Strategy, Business Development, CRM, Integrated Marketing, Brand Awareness, Customer Acquisition, Management, Digital Strategy, Social Networking, Marketing, Web Analytics, Google Analytics
Education
Park University 1992 — 1995
BA
LinkedIn
The School of LinkedIn
The School of LinkedIn
New York Life December 2013 - Present
Mattie Rhodes Center April 2010 - Present
Skills
New Business Development, Direct Marketing, Advertising Sales, Cold Calling, Lead Generation, SEM, SEO, Social Media, Online Marketing, Email Marketing, Marketing Strategy, Advertising, Promotions, B2B, Social Media Marketing, Brand Development, Website Development, Public Speaking, Digital Marketing, Online Advertising, Google Adwords, Salesforce.com, Mobile Marketing, PPC, Direct Mail, Event Planning, Event Management, Digital Media, Translation, Sales, Interactive Marketing, Sales Process, Leadership, Strategy, Business Development, CRM, Integrated Marketing, Brand Awareness, Customer Acquisition, Management, Digital Strategy, Social Networking, Marketing, Web Analytics, Google Analytics
Education
Park University 1992 — 1995
BA
The School of LinkedIn
The School of LinkedIn
Brent Ries Brent Ries's New York Life Experience September 2007 - June 2008
Job Regional Internal Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2011 - Present
PNC Financial Services Group June 2008 - June 2011
New York Life September 2007 - June 2008
Management Solutions for Healthcare January 2005 - August 2007
Skills
Insurance, Series 63, Wealth Management, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Customer Service, Finance, Life Insurance
Education
Pfeiffer University 1999 — 2003
Nationwide Financial June 2011 - Present
PNC Financial Services Group June 2008 - June 2011
New York Life September 2007 - June 2008
Management Solutions for Healthcare January 2005 - August 2007
Skills
Insurance, Series 63, Wealth Management, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Customer Service, Finance, Life Insurance
Education
Pfeiffer University 1999 — 2003
Don Forschmidt's New York Life Experience January 2005 - June 2012
Job Corporate Video Production, Owner, PrimeLight Productions
Industry Media Production
Experience
Primelight Productions - Corporate Video Production Company January 1990 - Present
Goldman Sachs February 2011 - June 2012
New York Life January 2005 - June 2012
Morgan Stanley January 2004 - June 2012
American Express January 1990 - May 2012
Photographer January 1983 - January 1990
Skills
Video Production, Video, Broadcast, Corporate Communications, Producing, Television, Video Editing, Multimedia, Digital Media, Creative Direction, Post Production, Internal Communications, Documentaries, Media Production, Photography, Production Managment, Content Strategy, Commercials, Production Management
Education
Rochester Institute of Technology
BFA
Primelight Productions - Corporate Video Production Company January 1990 - Present
Goldman Sachs February 2011 - June 2012
New York Life January 2005 - June 2012
Morgan Stanley January 2004 - June 2012
American Express January 1990 - May 2012
Photographer January 1983 - January 1990
Skills
Video Production, Video, Broadcast, Corporate Communications, Producing, Television, Video Editing, Multimedia, Digital Media, Creative Direction, Post Production, Internal Communications, Documentaries, Media Production, Photography, Production Managment, Content Strategy, Commercials, Production Management
Education
Rochester Institute of Technology
BFA
Tim Garza's New York Life Experience May 2007 - May 2008
Job Product Owner, Implementation Expert at Clearwater Analytics
Industry Financial Services
Experience
Clearwater Analytics February 2015 - Present
Clearwater Analytics October 2010 - Present
Key Bank December 2008 - October 2010
New York Life May 2007 - May 2008
Room + Board 2003 - 2006
Skills
Financial Reporting, Investments, Securities, SQL, Project Implementation, Excel, Project Planning, Problem Solving, Financial Analysis, Staff Mentoring, Presenter, Financial Accounting, Accounting, Compliance, Analysis, Banking, Writing, Bloomberg Terminal, Reuters, Resource Allocation, Salesforce.com, Travel, Microsoft Excel, Statutory Accounting, Mentoring, Customer Service, Management, Strategic Financial..., Business Analysis, Data Analysis, Time Management, Access, Process Improvement, Fixed Income, Analytics, SaaS, Customer Success, Leadership, Software Documentation, Financial Modeling, Corporate Finance, Business Intelligence, Financial Services, Finance, Microsoft Office, Strategy, Public Speaking
Education
Northwest Nazarene University 2009 — 2011
Master of Business Administration (M.B.A.)
The College of Idaho 2003 — 2007
Bachelor of Arts (BA), Business, International Political Economy
Clearwater Analytics February 2015 - Present
Clearwater Analytics October 2010 - Present
Key Bank December 2008 - October 2010
New York Life May 2007 - May 2008
Room + Board 2003 - 2006
Skills
Financial Reporting, Investments, Securities, SQL, Project Implementation, Excel, Project Planning, Problem Solving, Financial Analysis, Staff Mentoring, Presenter, Financial Accounting, Accounting, Compliance, Analysis, Banking, Writing, Bloomberg Terminal, Reuters, Resource Allocation, Salesforce.com, Travel, Microsoft Excel, Statutory Accounting, Mentoring, Customer Service, Management, Strategic Financial..., Business Analysis, Data Analysis, Time Management, Access, Process Improvement, Fixed Income, Analytics, SaaS, Customer Success, Leadership, Software Documentation, Financial Modeling, Corporate Finance, Business Intelligence, Financial Services, Finance, Microsoft Office, Strategy, Public Speaking
Education
Northwest Nazarene University 2009 — 2011
Master of Business Administration (M.B.A.)
The College of Idaho 2003 — 2007
Bachelor of Arts (BA), Business, International Political Economy
Christopher Maslowski's New York Life Experience Financial AdvisorNew York Life2007 - 2008
Job Financial Advisor at New York Life
Industry Insurance
Experience
New York Life Financial AdvisorNew York Life2007 - 2008
Le Bec Fin May 2006 - January 2007
Cape May Police Department February 2004 - November 2004
Education
Ocean County College 2001 — 2003
Criminal Justice, Psychology
New York Life Financial AdvisorNew York Life2007 - 2008
Le Bec Fin May 2006 - January 2007
Cape May Police Department February 2004 - November 2004
Education
Ocean County College 2001 — 2003
Criminal Justice, Psychology
John McClendon's New York Life Experience 1991 - 1994
Job Owner, Legacy Planning The man your stock broker hopes you never meet!
Industry Insurance
Experience
Legacy Planning December 2013 - Present
LegalShield, Independent Associate 2014 - 2015
Sterling Life Insurance January 2006 - January 2008
New York Life 1991 - 1994
New York Life 1991 - 1994
Skills
Life Insurance, Sales, Retirement, Insurance, Medicare, Employee Benefits, Term Life Insurance, Small Business, Health Insurance, Long-term Care, Universal Life, Fixed Annuities, Retirement Planning, Whole Life
Education
Northwestern State University 1966 — 1969
Biology, English, Secondary Education
Legacy Planning December 2013 - Present
LegalShield, Independent Associate 2014 - 2015
Sterling Life Insurance January 2006 - January 2008
New York Life 1991 - 1994
New York Life 1991 - 1994
Skills
Life Insurance, Sales, Retirement, Insurance, Medicare, Employee Benefits, Term Life Insurance, Small Business, Health Insurance, Long-term Care, Universal Life, Fixed Annuities, Retirement Planning, Whole Life
Education
Northwestern State University 1966 — 1969
Biology, English, Secondary Education
Corey Leventhal Corey Leventhal's New York Life Experience June 2008 - September 2008
Job General Manager at Zeno Office Solutions, A Xerox Company
Industry Information Technology and Services
Experience
Zeno Office Solutions a Xerox Company January 2015 - Present
Zeno Office Solutions a Xerox Company August 2014 - January 2015
ComDoc, Inc. January 2013 - August 2014
ComDoc, Inc. January 2011 - January 2013
ComDoc, Inc. October 2008 - January 2011
New York Life June 2008 - September 2008
egolf April 2006 - May 2008
GGM Events July 2007 - September 2007
Firethorne Country Club September 2004 - March 2006
Golf Galaxy June 2003 - August 2004
Skills
Sales, Sales Management, Golf, Cold Calling, Solution Selling, Account Management, B2B, Customer Service, Direct Sales, Event Planning, Management, Process Improvement
Education
Queens University of Charlotte 2004 — 2008
BA, Business Marketing
Zeno Office Solutions a Xerox Company January 2015 - Present
Zeno Office Solutions a Xerox Company August 2014 - January 2015
ComDoc, Inc. January 2013 - August 2014
ComDoc, Inc. January 2011 - January 2013
ComDoc, Inc. October 2008 - January 2011
New York Life June 2008 - September 2008
egolf April 2006 - May 2008
GGM Events July 2007 - September 2007
Firethorne Country Club September 2004 - March 2006
Golf Galaxy June 2003 - August 2004
Skills
Sales, Sales Management, Golf, Cold Calling, Solution Selling, Account Management, B2B, Customer Service, Direct Sales, Event Planning, Management, Process Improvement
Education
Queens University of Charlotte 2004 — 2008
BA, Business Marketing
TJ Baudanza's New York Life Experience November 2006 - April 2008
Job CoOwner at Fabulous Frocks Boston
Industry Computer Software
Experience
Fabulous Frocks Boston August 2014 - Present
BeatTheChallenge.org July 2011 - Present
InnerPass Inc. July 2008 - July 2012
New York Life November 2006 - April 2008
Smith Barney 2004 - 2006
Skills
Digital Marketing, Social Media Marketing, Product Management, Email Marketing, Community Management, Microsoft Office, Graphic Design, Product Design, Multitasking Skills, SEO, Google Analytics, Web Analytics, Inbound Marketing, CRM, Entrepreneurship, Start-ups, Online Advertising, B2B, SaaS, Strategic Partnerships, Consulting, Marketing Management, Business Development, Creative Problem Solving, Management, Project Management, Competitive Analysis, Collaboration
Education
Quinnipiac University 2001 — 2006
BS, Entrepreneurship & Small Business Management
Fabulous Frocks Boston August 2014 - Present
BeatTheChallenge.org July 2011 - Present
InnerPass Inc. July 2008 - July 2012
New York Life November 2006 - April 2008
Smith Barney 2004 - 2006
Skills
Digital Marketing, Social Media Marketing, Product Management, Email Marketing, Community Management, Microsoft Office, Graphic Design, Product Design, Multitasking Skills, SEO, Google Analytics, Web Analytics, Inbound Marketing, CRM, Entrepreneurship, Start-ups, Online Advertising, B2B, SaaS, Strategic Partnerships, Consulting, Marketing Management, Business Development, Creative Problem Solving, Management, Project Management, Competitive Analysis, Collaboration
Education
Quinnipiac University 2001 — 2006
BS, Entrepreneurship & Small Business Management
Jim Hagan Jim Hagan's New York Life Experience August 2007 - June 2012
Job Field Sales Consultant at Henry Schein
Industry Insurance
Experience
Henry Schein October 2012 - Present
Aon June 2011 - October 2012
New York Life August 2007 - June 2012
State Farm Insurance September 2005 - September 2007
Anheuser-Busch June 1998 - September 2006
Skills
Retirement Planning, Retirement, Financial Planners, Insurance, Investments, Sales, Risk Management, Business Planning, Customer Service, Employee Benefits, Account Management, B2B Sales - B2C Sales, Sales Leadership, Trade Shows, Presentations, Mentoring, Budget Management, Sales Forecasts, Strategic Selling, Operational Analyses, P & L, Market Research
Education
American College 2008 — 2010
LUTCF, Insurance
Penn State University 2000 — 2005
Bachelors, Finance, Marketing
St. Cecelias
Henry Schein October 2012 - Present
Aon June 2011 - October 2012
New York Life August 2007 - June 2012
State Farm Insurance September 2005 - September 2007
Anheuser-Busch June 1998 - September 2006
Skills
Retirement Planning, Retirement, Financial Planners, Insurance, Investments, Sales, Risk Management, Business Planning, Customer Service, Employee Benefits, Account Management, B2B Sales - B2C Sales, Sales Leadership, Trade Shows, Presentations, Mentoring, Budget Management, Sales Forecasts, Strategic Selling, Operational Analyses, P & L, Market Research
Education
American College 2008 — 2010
LUTCF, Insurance
Penn State University 2000 — 2005
Bachelors, Finance, Marketing
St. Cecelias
Valerie Haagenson Valerie Haagenson's New York Life Experience March 2001 - May 2003
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
Michael Kors November 2010 - January 2011
Guess by Marciano May 2007 - November 2010
Express LTD April 2006 - May 2007
New York Life March 2001 - May 2003
Santa Anita Storage August 1999 - March 2001
Skills
Adobe Illustrator, Adobe Photoshop, Microsoft Office
Education
Fashion Institute of Design and Merchandising (FIDM) 2008 — 2010
Associate of Arts, Product Development
Pasadena City College 2001 — 2007
Associate of Arts, Child Development
Pasadena City College 2001 — 2007
Associate of Science, General Education
Michael Kors November 2010 - January 2011
Guess by Marciano May 2007 - November 2010
Express LTD April 2006 - May 2007
New York Life March 2001 - May 2003
Santa Anita Storage August 1999 - March 2001
Skills
Adobe Illustrator, Adobe Photoshop, Microsoft Office
Education
Fashion Institute of Design and Merchandising (FIDM) 2008 — 2010
Associate of Arts, Product Development
Pasadena City College 2001 — 2007
Associate of Arts, Child Development
Pasadena City College 2001 — 2007
Associate of Science, General Education
Jim Maginnis, MBA Jim Maginnis, MBA's New York Life Experience January 2009 - March 2010
Job Professional Consultant
Industry Professional Training & Coaching
Experience
Broadway and Wilmot March 2010 - Present
New York Life January 2009 - March 2010
Bankers Life and Casualty 2007 - 2007
Perkin Elmer, Fastrac, UoP, CardSystems, Rincon Research, Breault, UoA, MONEGO, TEAM, Power Kinetics 1979 - 2005
Skills
Small Business, Strategic Planning, Coaching, Insurance, Marketing, Project Planning, Investments, Finance, Team Building, Retirement, Public Speaking, Entrepreneurship, Business Planning, Budgets, Leadership Development, Leadership, Management, Strategy, Start-ups, Training, Fundraising, New Business Development, Business Development, Time Management, Sales, Social Networking, Management Consulting, Marketing Strategy, Program Management, Business Strategy, Executive Management, Team Leadership, Selling, Negotiation, Sales Management, Contract Negotiation, Consulting, Analysis, Organizational..., Strategic Partnerships, Process Improvement, Project Management, CRM, Account Management, Operations Management, Recruiting, Cross-functional Team..., Change Management, Direct Sales, Business Analysis
Education
University of Phoenix 1999 — 2001
MBA, Technology Management
Rensselaer Polytechnic Institute 1975 — 1979
BSME, Energy Systems
Penncrest High School 1971 — 1975
H.S., Prep
Broadway and Wilmot March 2010 - Present
New York Life January 2009 - March 2010
Bankers Life and Casualty 2007 - 2007
Perkin Elmer, Fastrac, UoP, CardSystems, Rincon Research, Breault, UoA, MONEGO, TEAM, Power Kinetics 1979 - 2005
Skills
Small Business, Strategic Planning, Coaching, Insurance, Marketing, Project Planning, Investments, Finance, Team Building, Retirement, Public Speaking, Entrepreneurship, Business Planning, Budgets, Leadership Development, Leadership, Management, Strategy, Start-ups, Training, Fundraising, New Business Development, Business Development, Time Management, Sales, Social Networking, Management Consulting, Marketing Strategy, Program Management, Business Strategy, Executive Management, Team Leadership, Selling, Negotiation, Sales Management, Contract Negotiation, Consulting, Analysis, Organizational..., Strategic Partnerships, Process Improvement, Project Management, CRM, Account Management, Operations Management, Recruiting, Cross-functional Team..., Change Management, Direct Sales, Business Analysis
Education
University of Phoenix 1999 — 2001
MBA, Technology Management
Rensselaer Polytechnic Institute 1975 — 1979
BSME, Energy Systems
Penncrest High School 1971 — 1975
H.S., Prep
Mike Renfro Mike Renfro's New York Life Experience December 2010 - November 2013
Job Echo Travel Plaza. ..
Industry Retail
Experience
Echo Travel Plaza May 2015 - Present
Wilco-Hess Travel Centers May 2014 - May 2015
Physicians Mutual April 2013 - November 2014
New York Life Insurance Company April 2012 - November 2013
New York Life December 2010 - November 2013
Combined Insurance August 2009 - December 2010
Mapco Express October 2004 - November 2008
Mapco Express October 2004 - November 2008
Pilot Flying J April 2000 - October 2004
Williams Express January 1995 - April 2000
Skills
Financial Services, Multi-unit Retail..., People Skills, Sales, Sales Management, Insurance, Account Management, Team Building, Customer Service, Employee Benefits, Coaching, Retail, Business Planning, New Business Development, Strategic Planning, Recruiting, Strategic Financial..., Customer Satisfaction, Marketing, Leadership, Training, Pricing, Sales Presentations, Term Life Insurance, Life Insurance, Whole Life, Variable Annuities, Fixed Annuities, Long-term Care, Medicare/Medicaid..., Medicare, Health Insurance, Dental Insurance, Merchandising, Disability Insurance
Education
Roane State Community College 1976 — 1980
Associate's degree, Social Sciences
Rockwood High 1972 — 1975
high school diploma
Echo Travel Plaza May 2015 - Present
Wilco-Hess Travel Centers May 2014 - May 2015
Physicians Mutual April 2013 - November 2014
New York Life Insurance Company April 2012 - November 2013
New York Life December 2010 - November 2013
Combined Insurance August 2009 - December 2010
Mapco Express October 2004 - November 2008
Mapco Express October 2004 - November 2008
Pilot Flying J April 2000 - October 2004
Williams Express January 1995 - April 2000
Skills
Financial Services, Multi-unit Retail..., People Skills, Sales, Sales Management, Insurance, Account Management, Team Building, Customer Service, Employee Benefits, Coaching, Retail, Business Planning, New Business Development, Strategic Planning, Recruiting, Strategic Financial..., Customer Satisfaction, Marketing, Leadership, Training, Pricing, Sales Presentations, Term Life Insurance, Life Insurance, Whole Life, Variable Annuities, Fixed Annuities, Long-term Care, Medicare/Medicaid..., Medicare, Health Insurance, Dental Insurance, Merchandising, Disability Insurance
Education
Roane State Community College 1976 — 1980
Associate's degree, Social Sciences
Rockwood High 1972 — 1975
high school diploma
Arun Sanan Arun Sanan's New York Life Experience May 2008 - August 2008
Job Senior Sourcing Manager at Infosys BPO
Industry Information Technology and Services
Experience
Infosys BPO May 2012 - Present
Chubb Insurance August 2008 - May 2012
New York Life May 2008 - August 2008
Honeywell Aerospace February 2008 - May 2008
MetLife 2007 - 2008
Mount Sinai Hospital 2004 - 2007
Skills
Strategic Sourcing, Strategy, Negotiation, Global Sourcing, Purchasing, Analysis, Management, Procurement, Sourcing, Risk Management, Vendor Management, Outsourcing, Pricing, Team Leadership, Supply Management, Process Improvement
Education
Queens College 1994 — 1998
ISM
Infosys BPO May 2012 - Present
Chubb Insurance August 2008 - May 2012
New York Life May 2008 - August 2008
Honeywell Aerospace February 2008 - May 2008
MetLife 2007 - 2008
Mount Sinai Hospital 2004 - 2007
Skills
Strategic Sourcing, Strategy, Negotiation, Global Sourcing, Purchasing, Analysis, Management, Procurement, Sourcing, Risk Management, Vendor Management, Outsourcing, Pricing, Team Leadership, Supply Management, Process Improvement
Education
Queens College 1994 — 1998
ISM
Kathi Saccullo Kathi Saccullo's New York Life Experience February 1985 - Present
Job Vice President at New York Life
Industry Insurance
Experience
New York Life February 1985 - Present
Education
Queens College 1978 — 1983
New York Life February 1985 - Present
Education
Queens College 1978 — 1983
Barbara Richards-Williams Barbara Richards-Williams's New York Life Experience November 2005 - September 2006
Job Actively Seeking Employment
Industry Financial Services
Experience
Teleperformance April 2012 - February 2013
Supreme Sealcoating January 2011 - April 2012
JPMorgan Chase October 2009 - December 2010
World Savings 2007 - 2007
New York Life November 2005 - September 2006
HD SUPPLY MIAMI August 2000 - January 2005
HD Supply 2000 - 2005
HD SUPPLY POMPANO August 1998 - August 2000
HD SUPPLY POMPANO May 1997 - August 1998
HD SUPPLY POMPANO June 1995 - May 1997
Skills
Series 6, Mutual Funds, Banking, Retirement, Credit, Insurance, Investments, Life Insurance, 401k, Loans, Employee Benefits, Finance, Sales, Customer Service, Human Resources, Accounts Receivable
Education
Palm Beach Community College
Certification, Insurance, Annuities
Teleperformance April 2012 - February 2013
Supreme Sealcoating January 2011 - April 2012
JPMorgan Chase October 2009 - December 2010
World Savings 2007 - 2007
New York Life November 2005 - September 2006
HD SUPPLY MIAMI August 2000 - January 2005
HD Supply 2000 - 2005
HD SUPPLY POMPANO August 1998 - August 2000
HD SUPPLY POMPANO May 1997 - August 1998
HD SUPPLY POMPANO June 1995 - May 1997
Skills
Series 6, Mutual Funds, Banking, Retirement, Credit, Insurance, Investments, Life Insurance, 401k, Loans, Employee Benefits, Finance, Sales, Customer Service, Human Resources, Accounts Receivable
Education
Palm Beach Community College
Certification, Insurance, Annuities
Alex Anello Alex Anello's New York Life Experience July 2003 - August 2006
Job Manager of Internal Compliance at Shimadzu Scientific Instruments, Inc.
Industry Biotechnology
Experience
Shimadzu Scientific Instruments September 2008 - Present
Zotos International June 2008 - August 2008
Bank of New York Mellon June 2007 - January 2008
Mahoney Cohen August 2006 - June 2007
New York Life July 2003 - August 2006
Skills
IFRS, Internal Audit, Auditing, US GAAP, Sarbanes-Oxley, Business Process..., Sarbanes-Oxley Act, GAAP, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Sales Tax, Microsoft Office, Training, Quality Auditing, Microsoft Excel, Accounting, Management, Risk Management
Education
Pace University 1999 — 2001
Bachelor’s Degree, Accounting
Shimadzu Scientific Instruments September 2008 - Present
Zotos International June 2008 - August 2008
Bank of New York Mellon June 2007 - January 2008
Mahoney Cohen August 2006 - June 2007
New York Life July 2003 - August 2006
Skills
IFRS, Internal Audit, Auditing, US GAAP, Sarbanes-Oxley, Business Process..., Sarbanes-Oxley Act, GAAP, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Sales Tax, Microsoft Office, Training, Quality Auditing, Microsoft Excel, Accounting, Management, Risk Management
Education
Pace University 1999 — 2001
Bachelor’s Degree, Accounting
Ashley Leighton Ashley Leighton's New York Life Experience June 2007 - August 2007
Job Law Clerk for the Hon. Frank A. Buczynski Jr., P.J.Ch. at Superior Court of New Jersey
Industry Law Practice
Experience
Superior Court of New Jersey September 2011 - Present
Friedman Kaplan Seiler & Adelman LLP August 2009 - September 2010
Federal Judiciary June 2009 - August 2009
New York Life June 2007 - August 2007
Skills
Legal Research, Legal Writing, Litigation, Commercial Litigation, Bankruptcy, Mediation, Legal Assistance, Westlaw, Editing, Outlook, PowerPoint, Research, Foreclosures, Chancery, Lexis, Civil Litigation
Education
Rutgers University School of Law - Newark 2008 — 2011
J.D., Law
University of Maryland College Park 2005 — 2008
BA, Economics
Superior Court of New Jersey September 2011 - Present
Friedman Kaplan Seiler & Adelman LLP August 2009 - September 2010
Federal Judiciary June 2009 - August 2009
New York Life June 2007 - August 2007
Skills
Legal Research, Legal Writing, Litigation, Commercial Litigation, Bankruptcy, Mediation, Legal Assistance, Westlaw, Editing, Outlook, PowerPoint, Research, Foreclosures, Chancery, Lexis, Civil Litigation
Education
Rutgers University School of Law - Newark 2008 — 2011
J.D., Law
University of Maryland College Park 2005 — 2008
BA, Economics
Richard Smudz Richard Smudz's New York Life Experience September 2007 - March 2009
Job President at Smudz Insurance Group LLC
Industry Insurance
Experience
Smudz Insurance Group LLC August 2011 - Present
Crotty & Associates March 2009 - July 2011
New York Life September 2007 - March 2009
Skills
Commercial Insurance, Customer Service, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Health Insurance, Insurance, Investments, Leadership, Life Insurance, Long-term Care, Marketing, Microsoft Office, Outlook, Professional Liability, Retirement Planning, Sales, Small Business, Strategic Planning, Term Life Insurance
Education
Ohio University 2003 — 2007
BA, Economics & Finance
Smudz Insurance Group LLC August 2011 - Present
Crotty & Associates March 2009 - July 2011
New York Life September 2007 - March 2009
Skills
Commercial Insurance, Customer Service, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Health Insurance, Insurance, Investments, Leadership, Life Insurance, Long-term Care, Marketing, Microsoft Office, Outlook, Professional Liability, Retirement Planning, Sales, Small Business, Strategic Planning, Term Life Insurance
Education
Ohio University 2003 — 2007
BA, Economics & Finance
Jim Shashaty's New York Life Experience February 1977 - March 1979
Job Sr. System Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
Contech Systems Inc. August 2009 - May 2011
Contech Systems Inc. 2009 - 2010
Credit Suisse / First Boston August 1998 - February 2009
Credit Suisse 1998 - 2009
SEER Technologies - NC/NY 1994 - 1998
AT&T 1986 - 1994
IMI 1984 - 1986
CBS Records 1979 - 1982
New York Life February 1977 - March 1979
Skills
Billing Systems, SDLC, DB2, CICS, VSAM, Mainframe, Business Analysis, Sybase, JCL, Fileaid, Data Warehousing, COBOL, Performance Tuning, Disaster Recovery, Relational Databases, TSO, Data Migration, Requirements Analysis, Software Development, User Acceptance Testing, Software Project..., Data Modeling, Databases, Business Requirements, Requirements Gathering, Visio, Integration, IBM Mainframe, PMP, SQL, Unix, Project Portfolio..., Systems Analysis, Database Design, MVS, PMO, Quality Center, IT Strategy, SharePoint, PL/SQL, Testing, IT Management, Investment Banking, Strategy, Release Management
Education
Pace University - Lubin School of Business 1970 — 1975
BBA
Xaverian HS 1966 — 1970
Contech Systems Inc. August 2009 - May 2011
Contech Systems Inc. 2009 - 2010
Credit Suisse / First Boston August 1998 - February 2009
Credit Suisse 1998 - 2009
SEER Technologies - NC/NY 1994 - 1998
AT&T 1986 - 1994
IMI 1984 - 1986
CBS Records 1979 - 1982
New York Life February 1977 - March 1979
Skills
Billing Systems, SDLC, DB2, CICS, VSAM, Mainframe, Business Analysis, Sybase, JCL, Fileaid, Data Warehousing, COBOL, Performance Tuning, Disaster Recovery, Relational Databases, TSO, Data Migration, Requirements Analysis, Software Development, User Acceptance Testing, Software Project..., Data Modeling, Databases, Business Requirements, Requirements Gathering, Visio, Integration, IBM Mainframe, PMP, SQL, Unix, Project Portfolio..., Systems Analysis, Database Design, MVS, PMO, Quality Center, IT Strategy, SharePoint, PL/SQL, Testing, IT Management, Investment Banking, Strategy, Release Management
Education
Pace University - Lubin School of Business 1970 — 1975
BBA
Xaverian HS 1966 — 1970
Anand Vadul's New York Life Experience June 2008 - June 2012
Job
Industry Financial Services
Experience
USEReady April 2013 - Present
New York Life Insurance Company June 2012 - April 2013
New York Life June 2008 - June 2012
Jupitermedia Corp. 2006 - June 2008
Inform Technologies 2005 - 2006
Vadul Associate June 1999 - December 2005
Direct Insite April 1999 - November 2005
Pace University 1999 - 2005
Sasken 1996 - 1997
Infosys Technologies Ltd. 1994 - 1996
Skills
Java, .NET, C#, OOAD, WCF, SharePoint 2010, InfoPath, SharePoint, C++, Software Development, Data Warehousing, Requirements Analysis, UML, Web Services, XML, Business Analysis, ASP.NET, Design Patterns, Project Management, SQL, Architecture, SDLC, Agile Methodologies, Enterprise Architecture, Enterprise Software, SOA, Programming, Software Project..., Solution Architecture, Oracle, Microsoft SQL Server, System Architecture, Databases, Java Enterprise Edition, Unix, Architectures, Database Design, Business Intelligence, Integration, Web Applications, Scrum, Agile Project Management, Visual Studio, Cloud Computing, Software Design, Alteryx, Tableau, Data Modeling, IT Strategy, Distributed Systems
Education
MadToasters - Toastmasters 2009 — 2013
ACB, CL
Pace University 1997 — 1999
MS
S.J.C.E, Mysore 1990 — 1994
B.E.
University of Mysore 1990 — 1994
BE
Marimallappas School/HS/ Junior College 1986 — 1990
2nd PUC
Sri Ramakrishna Vidyashala 1986 — 1987
High School
Rotary Children's School 1978 — 1984
7th Std
USEReady April 2013 - Present
New York Life Insurance Company June 2012 - April 2013
New York Life June 2008 - June 2012
Jupitermedia Corp. 2006 - June 2008
Inform Technologies 2005 - 2006
Vadul Associate June 1999 - December 2005
Direct Insite April 1999 - November 2005
Pace University 1999 - 2005
Sasken 1996 - 1997
Infosys Technologies Ltd. 1994 - 1996
Skills
Java, .NET, C#, OOAD, WCF, SharePoint 2010, InfoPath, SharePoint, C++, Software Development, Data Warehousing, Requirements Analysis, UML, Web Services, XML, Business Analysis, ASP.NET, Design Patterns, Project Management, SQL, Architecture, SDLC, Agile Methodologies, Enterprise Architecture, Enterprise Software, SOA, Programming, Software Project..., Solution Architecture, Oracle, Microsoft SQL Server, System Architecture, Databases, Java Enterprise Edition, Unix, Architectures, Database Design, Business Intelligence, Integration, Web Applications, Scrum, Agile Project Management, Visual Studio, Cloud Computing, Software Design, Alteryx, Tableau, Data Modeling, IT Strategy, Distributed Systems
Education
MadToasters - Toastmasters 2009 — 2013
ACB, CL
Pace University 1997 — 1999
MS
S.J.C.E, Mysore 1990 — 1994
B.E.
University of Mysore 1990 — 1994
BE
Marimallappas School/HS/ Junior College 1986 — 1990
2nd PUC
Sri Ramakrishna Vidyashala 1986 — 1987
High School
Rotary Children's School 1978 — 1984
7th Std
Hervé E. Timothé's New York Life Experience January 2008 - May 2009
Job Benefits Counselor
Industry Insurance
Experience
Colonial Life June 2012 - Present
Dish Network November 2010 - September 2011
Teddy Nissan LLC November 2009 - October 2010
Teddy Nissan LLC November 2009 - September 2010
Atlantic Kia LLC June 2009 - November 2009
Atlantic Kia LLC June 2009 - November 2009
New York Life Insurance Co September 2008 - May 2009
New York Life Insurance Co September 2008 - May 2009
New York Life January 2008 - May 2009
ICS Merrill Examination Management Services, Inc December 2007 - September 2008
Skills
Sales, Mutual Funds, Portfolio Management, Securities, Accounting, Insurance, Accounts Payable, Small Business, Customer Service, Management, Financial Services, Life Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Underwriting, Cold Calling, Disability Insurance, Leadership, Long-term Care, Marketing, Retirement, Strategic Planning, Sales Management
Education
Pace University
Bachelor of Arts, Economics
Pace University
Bachelor of Arts, Economics
Pace University 1978 — 1984
Colonial Life June 2012 - Present
Dish Network November 2010 - September 2011
Teddy Nissan LLC November 2009 - October 2010
Teddy Nissan LLC November 2009 - September 2010
Atlantic Kia LLC June 2009 - November 2009
Atlantic Kia LLC June 2009 - November 2009
New York Life Insurance Co September 2008 - May 2009
New York Life Insurance Co September 2008 - May 2009
New York Life January 2008 - May 2009
ICS Merrill Examination Management Services, Inc December 2007 - September 2008
Skills
Sales, Mutual Funds, Portfolio Management, Securities, Accounting, Insurance, Accounts Payable, Small Business, Customer Service, Management, Financial Services, Life Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Underwriting, Cold Calling, Disability Insurance, Leadership, Long-term Care, Marketing, Retirement, Strategic Planning, Sales Management
Education
Pace University
Bachelor of Arts, Economics
Pace University
Bachelor of Arts, Economics
Pace University 1978 — 1984
David Pomerantz's New York Life Experience 1986 - 1998
Job Global Corporate Communications Strategist and Content Expert
Industry Public Relations and Communications
Experience
Bayer HealthCare 2013 - Present
Pfizer 2005 - 2013
Pfizer 2003 - 2005
Orrick, Herrington & Sutcliffe LLP 2002 - 2003
PricewaterhouseCoopers 1998 - 2001
New York Life 1986 - 1998
Booke & Company 1984 - 1986
Skills
Corporate Communications, Executive and Employee..., Editorial Services, Strategic Communications, Internal Communications, Public Relations, Reputation Management, Editorial, Advertising, Media Relations, Marketing Communications, Crisis Communications, Communication Training, Newsletters, Messaging, Copywriting, Press Releases
Education
Queens College
Bachelor of Arts (BA), Magna cum Laude, Mass Communications
Bayer HealthCare 2013 - Present
Pfizer 2005 - 2013
Pfizer 2003 - 2005
Orrick, Herrington & Sutcliffe LLP 2002 - 2003
PricewaterhouseCoopers 1998 - 2001
New York Life 1986 - 1998
Booke & Company 1984 - 1986
Skills
Corporate Communications, Executive and Employee..., Editorial Services, Strategic Communications, Internal Communications, Public Relations, Reputation Management, Editorial, Advertising, Media Relations, Marketing Communications, Crisis Communications, Communication Training, Newsletters, Messaging, Copywriting, Press Releases
Education
Queens College
Bachelor of Arts (BA), Magna cum Laude, Mass Communications
Meghan Murray, CLU's New York Life Experience June 2008 - August 2011
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2001 - Present
Eagle Strategies, LLC - subsidiary of New York Life April 2007 - Present
National Association of Insurance and Financial Advisors RI July 2012 - Present
New York Life June 2008 - August 2011
Education
The American College 2003 — 2010
CLU, Financial Planning and Services
Providence College 1996 — 2000
BA, Quantitative Economics
LaSalle Academy 1992 — 1996
high school, college prep
St Mary's Academy Bay View 1990 — 1992
junior high, college prep
Henry Barnard 1985 — 1990
New York Life Insurance Company September 2001 - Present
Eagle Strategies, LLC - subsidiary of New York Life April 2007 - Present
National Association of Insurance and Financial Advisors RI July 2012 - Present
New York Life June 2008 - August 2011
Education
The American College 2003 — 2010
CLU, Financial Planning and Services
Providence College 1996 — 2000
BA, Quantitative Economics
LaSalle Academy 1992 — 1996
high school, college prep
St Mary's Academy Bay View 1990 — 1992
junior high, college prep
Henry Barnard 1985 — 1990
Danielle Alfieri's New York Life Experience January 1999 - October 2007
Job Coach, Facilitator and Organizational Development Consultant at Consultant
Industry Professional Training & Coaching
Experience
Consultant 2015 - Present
Integrated Learning Solutions (Sole Proprietorship) 2012 - 2012
Coaching October 2008 - August 2010
L'Oreal October 2007 - October 2008
New York Life January 1999 - October 2007
Skills
Performance Management, Succession Planning, Coaching, Career Development, Talent Management, Organizational..., Leadership Development, Change Management, Organizational..., Instructional Design, Human Resources, Onboarding, Strategy, Management Development, Training, Team Building, HRIS, E-Learning, Management, Executive Coaching, Personnel Management, Workshop Facilitation, Emotional Intelligence, Employee Engagement, Training Delivery, Employee Training, Learning Management, Culture Change
Education
New School University 2010 — 2014
MS, Organizational Change Management
Stony Brook University 1993 — 1997
BA, Sociology
Career Coach Institute
ACCC, Career Coaching
Pace University
Certification, Human Resources Generalist
Consultant 2015 - Present
Integrated Learning Solutions (Sole Proprietorship) 2012 - 2012
Coaching October 2008 - August 2010
L'Oreal October 2007 - October 2008
New York Life January 1999 - October 2007
Skills
Performance Management, Succession Planning, Coaching, Career Development, Talent Management, Organizational..., Leadership Development, Change Management, Organizational..., Instructional Design, Human Resources, Onboarding, Strategy, Management Development, Training, Team Building, HRIS, E-Learning, Management, Executive Coaching, Personnel Management, Workshop Facilitation, Emotional Intelligence, Employee Engagement, Training Delivery, Employee Training, Learning Management, Culture Change
Education
New School University 2010 — 2014
MS, Organizational Change Management
Stony Brook University 1993 — 1997
BA, Sociology
Career Coach Institute
ACCC, Career Coaching
Pace University
Certification, Human Resources Generalist
Kathi Tartaglione's New York Life Experience May 1997 - Present
Job Applications Development at New York Life
Industry Insurance
Experience
New York Life May 1997 - Present
Skills
SDLC, PMO, PMP, Business Analysis, Project Portfolio..., Software Project..., Integration, Resource Management, Change Management, Program Management, Requirements Gathering, Business Requirements, Project Management, Vendor Management, Risk Management
Education
Queens College
New York Life May 1997 - Present
Skills
SDLC, PMO, PMP, Business Analysis, Project Portfolio..., Software Project..., Integration, Resource Management, Change Management, Program Management, Requirements Gathering, Business Requirements, Project Management, Vendor Management, Risk Management
Education
Queens College
Arphiela Arizmendi's New York Life Experience 1977 - Present
Job Managing Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management Managing DirectorNew York Life Asset Management2006 - Present
NYLIM 2006 - Present
New York Life 1977 - Present
Education
Pace University
New York Life Investment Management Managing DirectorNew York Life Asset Management2006 - Present
NYLIM 2006 - Present
New York Life 1977 - Present
Education
Pace University
Rich Scorce's New York Life Experience 1971 - 1982
Job Owner, Two Bridges Consulting
Industry Internet
Experience
Two Bridges Consulting April 2001 - Present
new york life 1971 - 1982
Skills
Marketing Strategy, Strategic Planning, Online Marketing, Advertising, Digital Marketing, Email Marketing, CRM, Product Development, SEM, Business Planning, Social Media, Start-ups, Online Advertising, Product Marketing, Sales Management, Strategic Partnerships, Analytics, Small Business, Business Development, Competitive Analysis, Account Management, Market Research, Brand Management, Social Media Marketing, Business Strategy, Strategy, E-commerce, Marketing Research, Lead Generation, Social Networking, B2B, Marketing, Entrepreneurship, Public Relations, Brand Development, SEO, Copywriting, Marketing Communications, Integrated Marketing, Sales, Direct Marketing, Product Management, New Business Development, Web Marketing, Marketing Management
Education
Pace University - Lubin School of Business 1971 — 1974
Saint John's University 1965 — 1969
ba, MARKETING
Two Bridges Consulting April 2001 - Present
new york life 1971 - 1982
Skills
Marketing Strategy, Strategic Planning, Online Marketing, Advertising, Digital Marketing, Email Marketing, CRM, Product Development, SEM, Business Planning, Social Media, Start-ups, Online Advertising, Product Marketing, Sales Management, Strategic Partnerships, Analytics, Small Business, Business Development, Competitive Analysis, Account Management, Market Research, Brand Management, Social Media Marketing, Business Strategy, Strategy, E-commerce, Marketing Research, Lead Generation, Social Networking, B2B, Marketing, Entrepreneurship, Public Relations, Brand Development, SEO, Copywriting, Marketing Communications, Integrated Marketing, Sales, Direct Marketing, Product Management, New Business Development, Web Marketing, Marketing Management
Education
Pace University - Lubin School of Business 1971 — 1974
Saint John's University 1965 — 1969
ba, MARKETING
Cailan Curtis's New York Life Experience June 2008 - September 2012
Job Corporate Vice President at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2008 - Present
New York Life June 2008 - September 2012
BNP Paribas June 2005 - June 2008
Education
Purdue University 2000 — 2004
BS, CS
New York Life Insurance Company June 2008 - Present
New York Life June 2008 - September 2012
BNP Paribas June 2005 - June 2008
Education
Purdue University 2000 — 2004
BS, CS
Janice Advani's New York Life Experience March 2002 - June 2009
Job Business Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
New York Life March 2002 - June 2009
Education
Pace University 1995 — 1999
BBA, Finance
New York Life Insurance Company June 2009 - Present
New York Life March 2002 - June 2009
Education
Pace University 1995 — 1999
BBA, Finance
Jennifer Marquino's New York Life Experience July 2004 - April 2006
Job Manager at Ernst & Young
Industry Insurance
Experience
Ernst & Young December 2012 - Present
Sun Life Financial May 2006 - December 2012
New York Life July 2004 - April 2006
Skills
Pricing, Actuarial Science, Variable Annuities, Valuation, Capital Management, Finance, Fixed Annuities, Insurance, Financial Risk, Life Insurance, Strategic Financial..., Reinsurance, Financial Analysis
Education
Providence College 2000 — 2004
BA, Mathematics
Sacred Heart Academy 1996 — 2000
Ernst & Young December 2012 - Present
Sun Life Financial May 2006 - December 2012
New York Life July 2004 - April 2006
Skills
Pricing, Actuarial Science, Variable Annuities, Valuation, Capital Management, Finance, Fixed Annuities, Insurance, Financial Risk, Life Insurance, Strategic Financial..., Reinsurance, Financial Analysis
Education
Providence College 2000 — 2004
BA, Mathematics
Sacred Heart Academy 1996 — 2000
Martin J. Fazio's New York Life Experience 1997 - 1998
Job Accounting Manager at Parkway Corporation
Industry Real Estate
Experience
Parkway Corporation 2007 - Present
Kelly Engineering Resources 2006 - 2007
Delaware Investments 2006 - 2007
Philadelphia Housing Authority 1999 - 2006
Shoreline Beverages, Inc. 1998 - 1999
New York Life 1997 - 1998
CIGNA Healthcare 1990 - 1997
Education
Philadelphia University 1979 — 1982
Parkway Corporation 2007 - Present
Kelly Engineering Resources 2006 - 2007
Delaware Investments 2006 - 2007
Philadelphia Housing Authority 1999 - 2006
Shoreline Beverages, Inc. 1998 - 1999
New York Life 1997 - 1998
CIGNA Healthcare 1990 - 1997
Education
Philadelphia University 1979 — 1982
Michael Smolyak, FRM's New York Life Experience July 1997 - May 2000
Job Senior Software Developer at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP 2012 - Present
JPMorgan Chase / MSCI, Measurisk 2008 - 2012
ICAP April 2004 - April 2008
NumeriX May 2000 - April 2004
New York Life July 1997 - May 2000
Manning & Napier Information Services March 1995 - July 1997
Skills
JMS, Spring, JDBC, Perl, Java, Solaris, Linux, Application Servers, Windows, J2EE, Weblogic, EJB, JSP, C++, JBoss, SQL Server, RMI, Database Management, Ingres, JNI, Swing, UML, CVS, Unix, Tomcat, OOP, Eclipse, SOAP, Hibernate, Microsoft SQL Server, Sybase
Education
Global Association of Risk Professionals (GARP) 2010 — 2011
FRM (Financial Risk Management)
Rochester Institute of Technology
MS, Computer Science
St. Petersburg State Polytechnic University
MS, Electrical Engineering
Bloomberg LP 2012 - Present
JPMorgan Chase / MSCI, Measurisk 2008 - 2012
ICAP April 2004 - April 2008
NumeriX May 2000 - April 2004
New York Life July 1997 - May 2000
Manning & Napier Information Services March 1995 - July 1997
Skills
JMS, Spring, JDBC, Perl, Java, Solaris, Linux, Application Servers, Windows, J2EE, Weblogic, EJB, JSP, C++, JBoss, SQL Server, RMI, Database Management, Ingres, JNI, Swing, UML, CVS, Unix, Tomcat, OOP, Eclipse, SOAP, Hibernate, Microsoft SQL Server, Sybase
Education
Global Association of Risk Professionals (GARP) 2010 — 2011
FRM (Financial Risk Management)
Rochester Institute of Technology
MS, Computer Science
St. Petersburg State Polytechnic University
MS, Electrical Engineering
Richard Princiotta's New York Life Experience June 2005 - Present
Job Information Architect
Industry Financial Services
Experience
New York Life June 2005 - Present
A.M. Best Company March 2001 - June 2005
TIAA-CREF March 2000 - March 2001
Merrill Lynch January 1996 - March 2000
Education
Rutgers University-New Brunswick 1987 — 1991
New York Life June 2005 - Present
A.M. Best Company March 2001 - June 2005
TIAA-CREF March 2000 - March 2001
Merrill Lynch January 1996 - March 2000
Education
Rutgers University-New Brunswick 1987 — 1991
Rachel Lurie's New York Life Experience 2002 - 2005
Job Records Management Coordinator at VA New York Harbor Healthcare System
Industry Information Services
Experience
VA New York Harbor Healthcare System March 2015 - Present
Lurie Information Consulting, LLC July 2007 - Present
Groove With Me 2004 - Present
Archive Power Systems, Inc Docuxplorer Software January 2011 - May 2015
New York State Psychiatric Institute Patient & Family Library March 2009 - April 2009
National Alliance for the Mentally Ill of New York (NAMI) 2008 - 2008
Bartmon, Shapiro & Associates 2006 - 2007
JPMorgan Chase June 2005 - July 2006
New York Life 2002 - 2005
Deutsche Bank 1999 - 2001
Skills
Information Management, Records Management, Taxonomy, Information Architecture, Document Management, Library, Knowledge Management, Enterprise Content..., Business Analysis, SharePoint, Information Technology, Governance, Controlled Vocabularies, SaaS, Metadata, Databases, Strategy, Analysis, Leadership, Usability Testing, Management, Consulting, Information Retrieval, Library Science, Archives, Cataloging, Library Management, Web 2.0, Competitive Intelligence, Marketing, Strategic Planning
Education
Pratt Institute 2007 — 2009
Advanced Certificate, Information and Library Science
Rutgers University-New Brunswick 1970 — 1971
MLS, Information and Library Science
VA New York Harbor Healthcare System March 2015 - Present
Lurie Information Consulting, LLC July 2007 - Present
Groove With Me 2004 - Present
Archive Power Systems, Inc Docuxplorer Software January 2011 - May 2015
New York State Psychiatric Institute Patient & Family Library March 2009 - April 2009
National Alliance for the Mentally Ill of New York (NAMI) 2008 - 2008
Bartmon, Shapiro & Associates 2006 - 2007
JPMorgan Chase June 2005 - July 2006
New York Life 2002 - 2005
Deutsche Bank 1999 - 2001
Skills
Information Management, Records Management, Taxonomy, Information Architecture, Document Management, Library, Knowledge Management, Enterprise Content..., Business Analysis, SharePoint, Information Technology, Governance, Controlled Vocabularies, SaaS, Metadata, Databases, Strategy, Analysis, Leadership, Usability Testing, Management, Consulting, Information Retrieval, Library Science, Archives, Cataloging, Library Management, Web 2.0, Competitive Intelligence, Marketing, Strategic Planning
Education
Pratt Institute 2007 — 2009
Advanced Certificate, Information and Library Science
Rutgers University-New Brunswick 1970 — 1971
MLS, Information and Library Science
Rich Narice's New York Life Experience January 2008 - Present
Job Workforce Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life January 2008 - Present
Fidelity Investments March 2002 - January 2008
Skills
Call Centers, Process Improvement, Customer Service, Financial Services, Business Analysis, Mutual Funds, Relationship Management, Vendor Management, 401k, Project Management, Insurance, Employee Benefits, Workforce Management, Workforce Development
Education
Quinsigamond Community College 1997 — 1999
Business Administration
John Hancock Financial Services April 2015 - Present
New York Life January 2008 - Present
Fidelity Investments March 2002 - January 2008
Skills
Call Centers, Process Improvement, Customer Service, Financial Services, Business Analysis, Mutual Funds, Relationship Management, Vendor Management, 401k, Project Management, Insurance, Employee Benefits, Workforce Management, Workforce Development
Education
Quinsigamond Community College 1997 — 1999
Business Administration
Kim Ahmanson's New York Life Experience June 2014 - Present
Job Insurance Agent at New York Life
Industry Financial Services
Experience
New York Life June 2014 - Present
Union Bank 2008 - 2012
Fist Republic Securities Company, LLC 2006 - 2007
Citigroup Private Bank 1998 - 2006
Citi 1998 - 2006
Bear Stearns Securities Corp. 1994 - 1998
Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1983 — 1987
Bachelor of Science (BS), Finance, General
New York Life June 2014 - Present
Union Bank 2008 - 2012
Fist Republic Securities Company, LLC 2006 - 2007
Citigroup Private Bank 1998 - 2006
Citi 1998 - 2006
Bear Stearns Securities Corp. 1994 - 1998
Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1983 — 1987
Bachelor of Science (BS), Finance, General
Jennifer Silvio's New York Life Experience 1999 - 2008
Job Business Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services July 2009 - Present
New York Life Retirement Plan Services 2008 - July 2009
New York Life Investment Management 2002 - 2008
New York Life 1999 - 2008
New York Life Investment Management 1999 - 2002
Skills
Retirement Planning, 401k Rollovers, Business Analysis, Team Leadership, Technical Training, Business Requirements, User Acceptance Testing, 401k, Training, Retirement, Defined Benefit, Relationship Management, Mutual Funds
Education
Rhode Island College
Bachelor of Arts, Communications
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services July 2009 - Present
New York Life Retirement Plan Services 2008 - July 2009
New York Life Investment Management 2002 - 2008
New York Life 1999 - 2008
New York Life Investment Management 1999 - 2002
Skills
Retirement Planning, 401k Rollovers, Business Analysis, Team Leadership, Technical Training, Business Requirements, User Acceptance Testing, 401k, Training, Retirement, Defined Benefit, Relationship Management, Mutual Funds
Education
Rhode Island College
Bachelor of Arts, Communications
Sandy Walker, MBA's New York Life Experience 2004 - Present
Job Strategy Program Manager
Industry Insurance
Experience
New York Life 2004 - Present
Apria Healthcare 2003 - 2004
Schwarzenegger for Governor (CA) 2003 - 2003
DeForest Buster Soaries for Congress (Congressional District 12 – NJ) 2002 - 2002
Office of the Governor - Donald DiFrancesco (NJ) 2001 - 2002
Office of the Governor - Christie Todd Whitman (NJ) 1997 - 2001
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
MBA
Philadelphia University 1995 — 1999
B.S., Graphic Design / Marketing Communications
McCorristin
New York Life 2004 - Present
Apria Healthcare 2003 - 2004
Schwarzenegger for Governor (CA) 2003 - 2003
DeForest Buster Soaries for Congress (Congressional District 12 – NJ) 2002 - 2002
Office of the Governor - Donald DiFrancesco (NJ) 2001 - 2002
Office of the Governor - Christie Todd Whitman (NJ) 1997 - 2001
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
MBA
Philadelphia University 1995 — 1999
B.S., Graphic Design / Marketing Communications
McCorristin
Michelle Spires's New York Life Experience April 2003 - Present
Job Senior Office Assistant at New York Life
Industry Insurance
Experience
New York Life April 2003 - Present
Skills
Budgets, Customer Service, Microsoft Excel
Education
Plymouth State University 1996 — 2000
New York Life April 2003 - Present
Skills
Budgets, Customer Service, Microsoft Excel
Education
Plymouth State University 1996 — 2000
Patricia Hendrix's New York Life Experience
Job Editorial director/ writer experienced in executive communications, meetings content, and print marketing materials
Industry Financial Services
Experience
New York Life
Education
Seton Hall University 1995 — 2000
MA, English (Creative non-fiction writing track)
Queens College 1984 — 1986
BA, English
New York Life
Education
Seton Hall University 1995 — 2000
MA, English (Creative non-fiction writing track)
Queens College 1984 — 1986
BA, English
Michelle Johnson's New York Life Experience July 1989 - May 1999
Job Financial Manager at Aetna
Industry Insurance
Experience
Aetna January 2010 - Present
Aetna, Inc July 2000 - January 2010
New York Life July 1989 - May 1999
Education
Rider University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Aetna January 2010 - Present
Aetna, Inc July 2000 - January 2010
New York Life July 1989 - May 1999
Education
Rider University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jean-Marie Murphy's New York Life Experience 1976 - 1988
Job Managing Director at Stockbridge Real Estate Funds
Industry Real Estate
Experience
Stockbridge Real Estate Funds October 2007 - Present
RREEF/Deutcshe Bank September 1998 - October 2007
Greystone Realty Corporation June 1988 - May 1998
New York Life 1976 - 1988
Skills
Asset Management, Real Estate Economics, Property Management, Disposition, Investment Properties, Real Estate Development, Real Estate, Due Diligence, Management, Real Estate Transactions, Asset Managment, Leases, Investments, Valuation, Lease Administration, Commercial Real Estate, Corporate Real Estate
Education
Queens College
Stockbridge Real Estate Funds October 2007 - Present
RREEF/Deutcshe Bank September 1998 - October 2007
Greystone Realty Corporation June 1988 - May 1998
New York Life 1976 - 1988
Skills
Asset Management, Real Estate Economics, Property Management, Disposition, Investment Properties, Real Estate Development, Real Estate, Due Diligence, Management, Real Estate Transactions, Asset Managment, Leases, Investments, Valuation, Lease Administration, Commercial Real Estate, Corporate Real Estate
Education
Queens College
Will Pearce's New York Life Experience November 2002 - November 2012
Job Executive Partner at New York Life Insurance Company North Dallas Sales Office
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company September 2012 - Present
New York Life November 2002 - November 2012
Skills
Business, Business Development, Financial Planners, Portfolio Management, Risk Management, Strategy, Executive Management, Financial Planning, Investment Strategies, Public Relations, Recruiting, Sales Management, Team Leadership, Asset Management, Problem Solving, Succession Planning, Time Management, Health Insurance, Marketing Strategy
Education
Northwestern State University 1993 — 1998
Denham Springs High School 1988 — 1992
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company September 2012 - Present
New York Life November 2002 - November 2012
Skills
Business, Business Development, Financial Planners, Portfolio Management, Risk Management, Strategy, Executive Management, Financial Planning, Investment Strategies, Public Relations, Recruiting, Sales Management, Team Leadership, Asset Management, Problem Solving, Succession Planning, Time Management, Health Insurance, Marketing Strategy
Education
Northwestern State University 1993 — 1998
Denham Springs High School 1988 — 1992
David Josephs's New York Life Experience 1985 - 1989
Job Senior Implementation Developer at OneShield
Industry Insurance
Experience
OneShield September 2009 - Present
Wellesley Information Services June 2008 - October 2009
AMGRO, Inc. January 2004 - May 2008
Faxon 1989 - 2003
New York Life 1985 - 1989
Education
City University of New York-Queens College 1977 — 1982
Bachelor of Arts (BA), Computer Science
OneShield September 2009 - Present
Wellesley Information Services June 2008 - October 2009
AMGRO, Inc. January 2004 - May 2008
Faxon 1989 - 2003
New York Life 1985 - 1989
Education
City University of New York-Queens College 1977 — 1982
Bachelor of Arts (BA), Computer Science
Chuck Berthelette's New York Life Experience January 2010 - Present
Job at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life January 2010 - Present
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 2008 - January 2010
Fidelity Investments June 2006 - September 2008
Fidelity Investments June 2006 - September 2008
Fidelity Investments August 2002 - June 2006
Fidelity Investments April 2000 - August 2002
PFPC Global Fund Services February 1999 - April 2000
United Asset Management Corporation March 1997 - February 1999
Boston Financial Data Services, Inc September 1996 - March 1997
Skills
Sales, Customer Service, Credit, Advertising, Content Management, Networking, Messaging, Cash Management, Process Engineering, Leadership, Relationship Management
Education
Regis College 2010 — 2012
Master of Science (M.S.), Communications, 3.933
Bridgewater State University 1984 — 1987
Bachelor of Science, Management/Marketing
New York Life January 2010 - Present
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 2008 - January 2010
Fidelity Investments June 2006 - September 2008
Fidelity Investments June 2006 - September 2008
Fidelity Investments August 2002 - June 2006
Fidelity Investments April 2000 - August 2002
PFPC Global Fund Services February 1999 - April 2000
United Asset Management Corporation March 1997 - February 1999
Boston Financial Data Services, Inc September 1996 - March 1997
Skills
Sales, Customer Service, Credit, Advertising, Content Management, Networking, Messaging, Cash Management, Process Engineering, Leadership, Relationship Management
Education
Regis College 2010 — 2012
Master of Science (M.S.), Communications, 3.933
Bridgewater State University 1984 — 1987
Bachelor of Science, Management/Marketing
David Cheslow's New York Life Experience July 1992 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life July 1992 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1965 — 1969
BA, English
Jewish Educational Center 1959 — 1965
HS Diploma
New York Life July 1992 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1965 — 1969
BA, English
Jewish Educational Center 1959 — 1965
HS Diploma
Anupam Hidalgo's New York Life Experience November 2001 - Present
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life November 2001 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Long Term Care Insurance, Life Insurance, Disability Insurance
Education
Panjab University 1982 — 1984
New York Life November 2001 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Long Term Care Insurance, Life Insurance, Disability Insurance
Education
Panjab University 1982 — 1984
Brent Battle's New York Life Experience September 2008 - January 2010
Job Student at Oklahoma State University
Industry Writing and Editing
Experience
Oklahoma State University August 2012 - Present
Oklahoma Employees Credit Union February 2010 - January 2012
New York Life September 2008 - January 2010
New York Life Insurance Co June 2008 - January 2010
David Stanley Dodge May 2007 - May 2008
The Edmond Sun February 2007 - May 2007
Oklahoma State University IT Dept January 2004 - May 2006
Oklahoma State University 2002 - 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Final Cut Pro, Multimedia, Workshop Facilitation, Adobe Acrobat, Mac OS, Windows
Education
Oklahoma State University 2012 — 2013
Bachelors of Science, Journalism and Broadcasting
Oklahoma State University 2002 — 2006
Bachelor's of Science, Journalism
Oklahoma State University August 2012 - Present
Oklahoma Employees Credit Union February 2010 - January 2012
New York Life September 2008 - January 2010
New York Life Insurance Co June 2008 - January 2010
David Stanley Dodge May 2007 - May 2008
The Edmond Sun February 2007 - May 2007
Oklahoma State University IT Dept January 2004 - May 2006
Oklahoma State University 2002 - 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Final Cut Pro, Multimedia, Workshop Facilitation, Adobe Acrobat, Mac OS, Windows
Education
Oklahoma State University 2012 — 2013
Bachelors of Science, Journalism and Broadcasting
Oklahoma State University 2002 — 2006
Bachelor's of Science, Journalism
Rojarate Jitrakul's New York Life Experience financial professionalnew york life2007 - 2008
Job life agent at New York Life
Industry Financial Services
Experience
New York Life financial professionalnew york life2007 - 2008
Education
Nova Southeastern University 1993 — 1997
New York Life financial professionalnew york life2007 - 2008
Education
Nova Southeastern University 1993 — 1997
Dan Bianchi's New York Life Experience December 2001 - June 2013
Job IT Hardware & Software Asset Management
Industry Insurance
Experience
AIG June 2013 - Present
New York Life December 2001 - June 2013
Instinet 2000 - 2001
Citigroup 1996 - 2000
Bergdorf Goodman 1992 - 1996
Citibank, NA 1987 - 1992
Skills
Risk Management, Business Analysis, Insurance, Vendor Management, Financial Analysis, Process Improvement, Financial Services, Project Management, Budgets, Relationship Management, Strategic Planning, IT Asset Management, BMC Remedy, Cross-functional Team..., Disaster Recovery, Requirements Analysis, Data Center, IT Strategy, Program Management, SDLC, Team Management, Project Portfolio..., PMO, Business Intelligence, Governance, Management, Integration, Outsourcing, Leadership, Infrastructure, Information Technology, Business Process..., Six Sigma, ITIL, Enterprise Architecture, IT Service Management, PMP, IT Operations, Visio, Software Project..., Software Configuration..., IT Management
Education
Queensborough Community College
Associate of Arts and Sciences (AAS), Electrical Technology
AIG June 2013 - Present
New York Life December 2001 - June 2013
Instinet 2000 - 2001
Citigroup 1996 - 2000
Bergdorf Goodman 1992 - 1996
Citibank, NA 1987 - 1992
Skills
Risk Management, Business Analysis, Insurance, Vendor Management, Financial Analysis, Process Improvement, Financial Services, Project Management, Budgets, Relationship Management, Strategic Planning, IT Asset Management, BMC Remedy, Cross-functional Team..., Disaster Recovery, Requirements Analysis, Data Center, IT Strategy, Program Management, SDLC, Team Management, Project Portfolio..., PMO, Business Intelligence, Governance, Management, Integration, Outsourcing, Leadership, Infrastructure, Information Technology, Business Process..., Six Sigma, ITIL, Enterprise Architecture, IT Service Management, PMP, IT Operations, Visio, Software Project..., Software Configuration..., IT Management
Education
Queensborough Community College
Associate of Arts and Sciences (AAS), Electrical Technology
Sky Rylant's New York Life Experience September 2004 - February 2007
Job Independent Financial Advisor at Westside Investment Management, LLC
Industry Investment Management
Experience
Westside Investment Management, INC October 2012 - Present
Ameriprise Financial January 2008 - September 2012
Bancfirst March 2007 - January 2008
New York Life September 2004 - February 2007
Skills
Strategic Financial..., Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Investments, Securities, Investment Strategies, Portfolio Management, 401k Rollovers, Wealth Management
Education
Oklahoma State University 1999 — 2004
BA, Political Science
Westside Investment Management, INC October 2012 - Present
Ameriprise Financial January 2008 - September 2012
Bancfirst March 2007 - January 2008
New York Life September 2004 - February 2007
Skills
Strategic Financial..., Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Investments, Securities, Investment Strategies, Portfolio Management, 401k Rollovers, Wealth Management
Education
Oklahoma State University 1999 — 2004
BA, Political Science
Henry Sotelo's New York Life Experience 2009 - October 2012
Job Project Manager at GE Healthcare
Industry Financial Services
Experience
GE Healthcare September 2013 - Present
Verisk Analytics October 2012 - September 2013
New York Life 2009 - October 2012
New York Life 2008 - 2009
Morgan Stanley 2007 - 2008
GE Commercial Finance 2005 - 2006
Skills
Customer Service, Risk Management, Business Analysis, Project Management, Program Management, Enterprise Architecture, Visio, SDLC, Business Development, Process Improvement, Vendor Management, IT Strategy, PMO, Project Portfolio...
Education
Penn State University 2003 — 2007
B.S., Information Sciences and Technology
GE Healthcare September 2013 - Present
Verisk Analytics October 2012 - September 2013
New York Life 2009 - October 2012
New York Life 2008 - 2009
Morgan Stanley 2007 - 2008
GE Commercial Finance 2005 - 2006
Skills
Customer Service, Risk Management, Business Analysis, Project Management, Program Management, Enterprise Architecture, Visio, SDLC, Business Development, Process Improvement, Vendor Management, IT Strategy, PMO, Project Portfolio...
Education
Penn State University 2003 — 2007
B.S., Information Sciences and Technology
Kinsey Durgin's New York Life Experience October 2007 - June 2008
Job Execuctive Director at American International Sports Teams
Industry Sports
Experience
American International Sports Teams May 2008 - Present
Lemvig Basket August 2008 - May 2010
New York Life October 2007 - June 2008
Education
Rhode Island College 2003 — 2007
Marketing, Marketing/Management/Business
American International Sports Teams May 2008 - Present
Lemvig Basket August 2008 - May 2010
New York Life October 2007 - June 2008
Education
Rhode Island College 2003 — 2007
Marketing, Marketing/Management/Business
Michelle Louie's New York Life Experience June 2006 - June 2011
Job Business Development Consultant Pacific Zone at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2012 - March 2015
New York Life Insurance Company June 2011 - July 2012
New York Life June 2006 - June 2011
Skills
Recruiting, Retirement Planning, Series 63, Insurance, Investments, Financial Analysis, Sales, Customer Service, Cold Calling, Asset Managment, Fixed Income, Microsoft Excel, Banking, Financial Modeling, Marketing, Asset Management, Business Analysis, Financial Services, Fixed Annuities, Mutual Funds, Strategic Financial..., Financial Planning
Education
Ohio University 2002 — 2006
B.S., Pre-Law, Political Science
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2012 - March 2015
New York Life Insurance Company June 2011 - July 2012
New York Life June 2006 - June 2011
Skills
Recruiting, Retirement Planning, Series 63, Insurance, Investments, Financial Analysis, Sales, Customer Service, Cold Calling, Asset Managment, Fixed Income, Microsoft Excel, Banking, Financial Modeling, Marketing, Asset Management, Business Analysis, Financial Services, Fixed Annuities, Mutual Funds, Strategic Financial..., Financial Planning
Education
Ohio University 2002 — 2006
B.S., Pre-Law, Political Science
Tara Marcello's New York Life Experience 1998 - 2006
Job Vice President, Product Management at The Athene Group
Industry Financial Services
Experience
The Athene Group October 2006 - Present
New York Life 1998 - 2006
NYLIFE Securities 1998 - 2006
Skills
Salesforce.com, Business Analysis, Business Intelligence, Program Management, Financial Services, SaaS, Change Management, Siebel, Team Leadership, Project Management, Team Building, New Business Development, Business Development, Sales, Call Center, Call Centers, Cloud Computing, Enterprise Software
Education
Penn State University 1992 — 1996
BS, Business Economics
Port Richmond High School 1988 — 1992
Regents
IS 72 1985 — 1988
The Athene Group October 2006 - Present
New York Life 1998 - 2006
NYLIFE Securities 1998 - 2006
Skills
Salesforce.com, Business Analysis, Business Intelligence, Program Management, Financial Services, SaaS, Change Management, Siebel, Team Leadership, Project Management, Team Building, New Business Development, Business Development, Sales, Call Center, Call Centers, Cloud Computing, Enterprise Software
Education
Penn State University 1992 — 1996
BS, Business Economics
Port Richmond High School 1988 — 1992
Regents
IS 72 1985 — 1988
Valentine Valdez's New York Life Experience August 2008 - February 2009
Job Photographer / Owner at V. Valdez Photography
Industry Photography
Experience
V. Valdez Photography July 2007 - Present
V Valdez Photography July 2007 - Present
Citi Mortgage October 2009 - November 2012
Citi Mortgage October 2009 - November 2012
New York Life Insurance Company August 2008 - May 2009
New York Life August 2008 - February 2009
Golden Eagle Distributors, Inc September 1997 - May 2008
Golden Eagle Distributors, Inc. 1997 - 2008
Circle K 1987 - 1997
Skills
Wedding Photography, Portrait Photography, Digital Photography, Photography, Photoshop, Fixed Annuities, Life Insurance, Sales, Sales Management, Long-term Care, Term Life Insurance, Disability Insurance, Account Management, Sales Operations, Insurance, Customer Service, Marketing, B2B, New Business Development
Education
Pima Community College 1987 — 1989
Photography
Pueblo High School 1985 — 1987
Pima Community College
V. Valdez Photography July 2007 - Present
V Valdez Photography July 2007 - Present
Citi Mortgage October 2009 - November 2012
Citi Mortgage October 2009 - November 2012
New York Life Insurance Company August 2008 - May 2009
New York Life August 2008 - February 2009
Golden Eagle Distributors, Inc September 1997 - May 2008
Golden Eagle Distributors, Inc. 1997 - 2008
Circle K 1987 - 1997
Skills
Wedding Photography, Portrait Photography, Digital Photography, Photography, Photoshop, Fixed Annuities, Life Insurance, Sales, Sales Management, Long-term Care, Term Life Insurance, Disability Insurance, Account Management, Sales Operations, Insurance, Customer Service, Marketing, B2B, New Business Development
Education
Pima Community College 1987 — 1989
Photography
Pueblo High School 1985 — 1987
Pima Community College
Sandra Potasky's New York Life Experience 1979 - Present
Job CVP & Actuary at NYL
Industry Financial Services
Experience
New York Life 1979 - Present
Skills
Life Insurance, Actuarial Science, Retirement, Insurance, Financial Services, Strategic Financial..., Term Life Insurance, Underwriting, Financial Analysis, Risk Management, Analysis, Business Analysis, Leadership
Education
Queens College 1975 — 1979
BA, Math
New York Life 1979 - Present
Skills
Life Insurance, Actuarial Science, Retirement, Insurance, Financial Services, Strategic Financial..., Term Life Insurance, Underwriting, Financial Analysis, Risk Management, Analysis, Business Analysis, Leadership
Education
Queens College 1975 — 1979
BA, Math
Hedi Ardolic's New York Life Experience 1998 - 2004
Job Vice President, Pricing & Valuation at Citco
Industry Financial Services
Experience
Citco Fund Services March 2007 - Present
Citi Group 2004 - 2007
New York Life 1998 - 2004
Skills
Derivatives, Valuation, Pricing, Bloomberg, Swaps, Middle Office, Hedge Funds, Equities, Options, Investments, Fixed Income, Accounting, Securities, Mutual Funds, Alternative Investments, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2002
MBA, Finance
Pace University - Lubin School of Business 1993 — 1997
BBA, Management
Citco Fund Services March 2007 - Present
Citi Group 2004 - 2007
New York Life 1998 - 2004
Skills
Derivatives, Valuation, Pricing, Bloomberg, Swaps, Middle Office, Hedge Funds, Equities, Options, Investments, Fixed Income, Accounting, Securities, Mutual Funds, Alternative Investments, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2002
MBA, Finance
Pace University - Lubin School of Business 1993 — 1997
BBA, Management
Chris Pucci's New York Life Experience March 2010 - Present
Job Mortgage Banker at LeaderOne Financial
Industry Investment Management
Experience
LeaderOne Financial March 2012 - Present
New York Life March 2010 - Present
Referral Leaders Greater Heartland 2008 - 2011
Midwest Insurance Technicians 2008 - 2009
Benicorp May 2004 - August 2008
Association Insurance Services June 2000 - May 2004
Skills
Retirement, Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Estate Planning, Long Term Care, 401k, Mortgage Lending, FHA, Long-term Care, Refinance, Loans, Credit, Finance, Financial Services, USDA, FHA financing, Sales, FHA Financing, Customer Service
Education
Rockhurst University 1970 — 1974
BS, Biology & Psychology
Rockhurst High
LeaderOne Financial March 2012 - Present
New York Life March 2010 - Present
Referral Leaders Greater Heartland 2008 - 2011
Midwest Insurance Technicians 2008 - 2009
Benicorp May 2004 - August 2008
Association Insurance Services June 2000 - May 2004
Skills
Retirement, Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Employee Benefits, Estate Planning, Long Term Care, 401k, Mortgage Lending, FHA, Long-term Care, Refinance, Loans, Credit, Finance, Financial Services, USDA, FHA financing, Sales, FHA Financing, Customer Service
Education
Rockhurst University 1970 — 1974
BS, Biology & Psychology
Rockhurst High
Pamela Balthazar's New York Life Experience March 2009 - Present
Job Representative/analyst/CustomerService/Kiehl's Beauty Advisor
Industry Insurance
Experience
Dillards dept store December 2011 - Present
New York Life March 2009 - Present
Borders February 2008 - March 2011
Waldenbooks September 1997 - February 2008
First Command Financial Planning July 2002 - April 2007
Skills
Sales, Healthcare, Merchandising, Outlook, Customer Service, Cosmetics, Administrative..., Event Planning, Team Building, Public Speaking, Time Management, Leadership, Microsoft Office, Marketing, Strategic Planning, Social Media, Microsoft Excel, PowerPoint
Education
University of Portland 1975 — 1976
BA, Sociology and Psychology
Punahou School 1967 — 1973
Yes
Punahou School 1967 — 1973
Yes
Dillards dept store December 2011 - Present
New York Life March 2009 - Present
Borders February 2008 - March 2011
Waldenbooks September 1997 - February 2008
First Command Financial Planning July 2002 - April 2007
Skills
Sales, Healthcare, Merchandising, Outlook, Customer Service, Cosmetics, Administrative..., Event Planning, Team Building, Public Speaking, Time Management, Leadership, Microsoft Office, Marketing, Strategic Planning, Social Media, Microsoft Excel, PowerPoint
Education
University of Portland 1975 — 1976
BA, Sociology and Psychology
Punahou School 1967 — 1973
Yes
Punahou School 1967 — 1973
Yes
Jesse Hellyer's New York Life Experience July 1993 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life July 1993 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Strategic Financial..., Estate Planning, IRAs, Series 63, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Investments, 401k, Mutual Funds, Insurance, Series 6
Education
Randolph-Macon College 1981 — 1985
Bachelor's degree, Psychology
New York Life July 1993 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Strategic Financial..., Estate Planning, IRAs, Series 63, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Investments, 401k, Mutual Funds, Insurance, Series 6
Education
Randolph-Macon College 1981 — 1985
Bachelor's degree, Psychology
Elizabeth Earley's New York Life Experience April 2009 - September 2009
Job Project Manager at Educational Furniture Solutions, LLC
Industry Design
Experience
Educational Furniture Solutions, LLC November 2011 - Present
Wells Fargo October 2009 - September 2010
New York Life April 2009 - September 2009
Gerson & Gerson inc. May 2004 - November 2008
Alianza Textil 2002 - 2004
Skills
Sales, Budgets, Product Development, Project Planning, Management, Negotiation, Customer Satisfaction, Business Development, Cold Calling, Time Management, Banking, Leadership, Account Management, Insurance, CRM
Education
Philadelphia University 1998 — 2002
BS, Fashion Merchandising
Northeast high school 1994 — 1998
Communications
Educational Furniture Solutions, LLC November 2011 - Present
Wells Fargo October 2009 - September 2010
New York Life April 2009 - September 2009
Gerson & Gerson inc. May 2004 - November 2008
Alianza Textil 2002 - 2004
Skills
Sales, Budgets, Product Development, Project Planning, Management, Negotiation, Customer Satisfaction, Business Development, Cold Calling, Time Management, Banking, Leadership, Account Management, Insurance, CRM
Education
Philadelphia University 1998 — 2002
BS, Fashion Merchandising
Northeast high school 1994 — 1998
Communications
Ian Woie's New York Life Experience January 2009 - April 2011
Job Regional Sales Manager at Priority1
Industry Logistics and Supply Chain
Experience
Priority1 July 2015 - Present
Estes Express Lines April 2014 - July 2015
Estes Express Lines October 2012 - April 2014
Northwestern Mutual January 2012 - July 2012
BMW April 2011 - December 2011
New York Life January 2009 - April 2011
Skills
Social Media, Sales Management, Sales, Financial Analysis, Account Management, Strategic Planning, Marketing, Leadership, Budgets, Forecasting, Management, Team Building, Salesforce.com, New Business Development, Strategy, B2B, Operations Management, Logistics, Business Development, Customer Satisfaction, Sales Operations, Pricing, Customer Service, Selling
Education
University of Richmond 2002 — 2006
Political Science and French
Penn State University 2001 — 2002
Political Science and French
Priority1 July 2015 - Present
Estes Express Lines April 2014 - July 2015
Estes Express Lines October 2012 - April 2014
Northwestern Mutual January 2012 - July 2012
BMW April 2011 - December 2011
New York Life January 2009 - April 2011
Skills
Social Media, Sales Management, Sales, Financial Analysis, Account Management, Strategic Planning, Marketing, Leadership, Budgets, Forecasting, Management, Team Building, Salesforce.com, New Business Development, Strategy, B2B, Operations Management, Logistics, Business Development, Customer Satisfaction, Sales Operations, Pricing, Customer Service, Selling
Education
University of Richmond 2002 — 2006
Political Science and French
Penn State University 2001 — 2002
Political Science and French
Enrico Fernando's New York Life Experience December 2011 - Present
Job CFA, Portfolio Analyst
Industry Insurance
Experience
New York Life December 2011 - Present
Skills
Financial Modeling
Education
Rutgers University Business School 2007 — 2010
MBA, Finance
Rutgers Business School 2007 — 2009
MBA, Finance
New York Life December 2011 - Present
Skills
Financial Modeling
Education
Rutgers University Business School 2007 — 2010
MBA, Finance
Rutgers Business School 2007 — 2009
MBA, Finance
Bill Mitzmacher's New York Life Experience November 1996 - December 2012
Job Senior Oracle DBA at CSC
Industry Information Technology and Services
Experience
CSC August 2015 - Present
Time Inc. November 2012 - August 2015
New York Life November 1996 - December 2012
Bronx Community College November 1993 - November 1996
HelmsleySpear March 1993 - November 1993
NY Postal Data Center July 1991 - February 1993
MetLife July 1989 - July 1991
National Maritime Union June 1988 - July 1989
Skills
Life Insurance, Fixed Annuities, Business Analysis, Health Insurance, Financial Services, SQL, Data Pump, AWR, Query Tuning, Oracle RAC, Oracle Enterprise..., Java, Oracle ASM, MySQL, OCA, GoldenGate, Disaster Recovery, Microsoft SQL Server, RMAN, Databases, Data Warehousing, Business Intelligence, Database Administration, PL/SQL, SDLC, Oracle, Data Modeling, Unix, ETL, Database Design
Education
Kimball University
Xduce
New York University
Burlington County College 1981 — 1983
CSC August 2015 - Present
Time Inc. November 2012 - August 2015
New York Life November 1996 - December 2012
Bronx Community College November 1993 - November 1996
HelmsleySpear March 1993 - November 1993
NY Postal Data Center July 1991 - February 1993
MetLife July 1989 - July 1991
National Maritime Union June 1988 - July 1989
Skills
Life Insurance, Fixed Annuities, Business Analysis, Health Insurance, Financial Services, SQL, Data Pump, AWR, Query Tuning, Oracle RAC, Oracle Enterprise..., Java, Oracle ASM, MySQL, OCA, GoldenGate, Disaster Recovery, Microsoft SQL Server, RMAN, Databases, Data Warehousing, Business Intelligence, Database Administration, PL/SQL, SDLC, Oracle, Data Modeling, Unix, ETL, Database Design
Education
Kimball University
Xduce
New York University
Burlington County College 1981 — 1983
Janelle Procopio's New York Life Experience January 1983 - August 1983
Job Contract Administration Manager
Industry Accounting
Experience
Pekin Insurance April 2006 - Present
Christopher B. Burke Engineering, Ltd. October 2004 - March 2006
Invensys Building Systems & Source One Healthcare December 2002 - January 2004
Comdisco August 1985 - January 2002
The NPD Group August 1983 - August 1985
New York Life January 1983 - August 1983
Northwest Commerce Bank November 1980 - August 1983
Education
Rockford University 2008 — 2012
BS, Management Studies, 3.5
Triton-College 1981 — 1983
AS, Executive Secretarial
East Leyden
Pekin Insurance April 2006 - Present
Christopher B. Burke Engineering, Ltd. October 2004 - March 2006
Invensys Building Systems & Source One Healthcare December 2002 - January 2004
Comdisco August 1985 - January 2002
The NPD Group August 1983 - August 1985
New York Life January 1983 - August 1983
Northwest Commerce Bank November 1980 - August 1983
Education
Rockford University 2008 — 2012
BS, Management Studies, 3.5
Triton-College 1981 — 1983
AS, Executive Secretarial
East Leyden
Dan Breslin's New York Life Experience July 1985 - June 1988
Job Director at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management June 2002 - Present
Guardian Life 1988 - 2002
Guardian Life Insurance 1988 - 2002
New York Life July 1985 - June 1988
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Corporate Finance
Rutgers University-New Brunswick 1981 — 1985
BA, History
Lazard Asset Management June 2002 - Present
Guardian Life 1988 - 2002
Guardian Life Insurance 1988 - 2002
New York Life July 1985 - June 1988
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Corporate Finance
Rutgers University-New Brunswick 1981 — 1985
BA, History
Eileen Hammond's New York Life Experience 2000 - 2005
Job Vice President of IPS and NFN Marketing at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial March 2012 - Present
Nationwide Financial October 2010 - March 2012
Nationwide Financial July 2006 - October 2010
AmerUs Group 2005 - 2006
New York Life 2000 - 2005
Skills
Investments, Marketing, Retirement, FINRA, Retirement Planning, Series 7, Financial Analysis, Fixed Annuities, Wealth Management, Life Insurance, Series 6, Financial Services, Insurance, Variable Annuities, Vendor Management, Team Building, Strategic Planning
Education
Ramapo College of New Jersey
Nationwide Financial March 2012 - Present
Nationwide Financial October 2010 - March 2012
Nationwide Financial July 2006 - October 2010
AmerUs Group 2005 - 2006
New York Life 2000 - 2005
Skills
Investments, Marketing, Retirement, FINRA, Retirement Planning, Series 7, Financial Analysis, Fixed Annuities, Wealth Management, Life Insurance, Series 6, Financial Services, Insurance, Variable Annuities, Vendor Management, Team Building, Strategic Planning
Education
Ramapo College of New Jersey
Inna Paller's New York Life Experience February 2001 - Present
Job Quality Control Consultant at New York Life
Industry Insurance
Experience
New York Life February 2001 - Present
New York Life Insurance Company 2001 - 2012
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, Variable Products, Variable Life, Series 7, Service Delivery, Quality Control, Series 6, IRAs, SDLC
Education
Pace University
New York Life February 2001 - Present
New York Life Insurance Company 2001 - 2012
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, Variable Products, Variable Life, Series 7, Service Delivery, Quality Control, Series 6, IRAs, SDLC
Education
Pace University
Luke Grindahl's New York Life Experience January 2009 - January 2009
Job Senior Associate Dynamics CRM Application Development and Integration
Industry Information Technology and Services
Experience
McGladrey February 2013 - Present
Mindsharp January 2009 - February 2013
NHLC January 2008 - December 2009
New York Life January 2009 - January 2009
Barracuda LLC 2007 - 2008
Skills
SharePoint, IIS, ASP.NET, Microsoft Office..., Microsoft Technologies, Microsoft SQL Server, SSRS, Active Directory, Windows Server, .NET, Business Intelligence, Architecture, C#, Business Analysis, Visual Studio, Requirements Analysis, Visio, Web Applications, TFS, Hyper-V, Microsoft CRM, Integration, Software Documentation, Software Development, JavaScript
Education
Northwestern College 2003 — 2007
Bachelor's degree, Management Information Systems, General
McGladrey February 2013 - Present
Mindsharp January 2009 - February 2013
NHLC January 2008 - December 2009
New York Life January 2009 - January 2009
Barracuda LLC 2007 - 2008
Skills
SharePoint, IIS, ASP.NET, Microsoft Office..., Microsoft Technologies, Microsoft SQL Server, SSRS, Active Directory, Windows Server, .NET, Business Intelligence, Architecture, C#, Business Analysis, Visual Studio, Requirements Analysis, Visio, Web Applications, TFS, Hyper-V, Microsoft CRM, Integration, Software Documentation, Software Development, JavaScript
Education
Northwestern College 2003 — 2007
Bachelor's degree, Management Information Systems, General
Susan Knox CLU® CLF® CMFC's New York Life Experience July 2005 - September 2013
Job
Industry Financial Services
Experience
Prudential Financial February 2015 - Present
MassMutual Financial Group September 2013 - January 2015
New York Life July 2005 - September 2013
Education
Pepperdine University 2002 — 2004
MBA Program
University of California, Los Angeles 1993 — 1995
BS, Business -Economics
Prudential Financial February 2015 - Present
MassMutual Financial Group September 2013 - January 2015
New York Life July 2005 - September 2013
Education
Pepperdine University 2002 — 2004
MBA Program
University of California, Los Angeles 1993 — 1995
BS, Business -Economics
Richard Dulisse's New York Life Experience January 1981 - October 2001
Job Financial Services Professional
Industry Financial Services
Experience
The American College November 2001 - February 2009
New York Life January 1981 - October 2001
Education
The American College 1993 — 1998
MSFS, Financial Services
The American College 1993 — 1998
MSM, Management
Penn State University 1975 — 1977
B. Soc. Sci., Education and Psychology
The American College November 2001 - February 2009
New York Life January 1981 - October 2001
Education
The American College 1993 — 1998
MSFS, Financial Services
The American College 1993 — 1998
MSM, Management
Penn State University 1975 — 1977
B. Soc. Sci., Education and Psychology
Jeremy Vinces's New York Life Experience January 2011 - June 2012
Job HVAC Service Technician at Milestone Electric
Industry Consumer Services
Experience
Milestone Electric August 2012 - Present
Hawk Security Services October 2009 - August 2012
New York Life January 2011 - June 2012
ADT Security April 2009 - October 2009
Mattress Giant September 2006 - April 2009
North Texas Toll Way July 2004 - September 2006
Skills
Sales, Sales Management, Direct Sales, Solution Selling, Security, Negotiation, Customer Service, Customer Satisfaction, Selling, Network Security, Cold Calling, Sales Process, Call Center, Team Building, Call Centers, Problem Solving, Leadership, Operations Management, Strategic Planning
Education
Palo Alto College 1999 — 2000
Milestone Electric August 2012 - Present
Hawk Security Services October 2009 - August 2012
New York Life January 2011 - June 2012
ADT Security April 2009 - October 2009
Mattress Giant September 2006 - April 2009
North Texas Toll Way July 2004 - September 2006
Skills
Sales, Sales Management, Direct Sales, Solution Selling, Security, Negotiation, Customer Service, Customer Satisfaction, Selling, Network Security, Cold Calling, Sales Process, Call Center, Team Building, Call Centers, Problem Solving, Leadership, Operations Management, Strategic Planning
Education
Palo Alto College 1999 — 2000
Eric B Campbell's New York Life Experience April 2004 - January 2010
Job Founder and CEO, WIN Ranch, Executive Mentoring and Coaching
Industry Professional Training & Coaching
Experience
WIN Ranch March 2014 - Present
New York Life Insurance Company January 2010 - February 2014
New York Life April 2004 - January 2010
New York Life January 2000 - April 2004
Skills
Leadership, Financial Recruiting, Motivational..., Coaching, Training Leadership, Persuasive Presentation..., Outstanding..., Communication Skills..., Management, Financial Services, Sales Management, Retirement Planning, Life Insurance, Retirement, Financial Advisory, Sales, Securities, IRAs, Fixed Annuities, Long Term Care Insurance, 401k, Term Life Insurance, Series 6, Estate Planning, Disability Insurance, Long-term Care, Insurance, Mutual Funds, Roth IRA, Financial Planners, College Savings Plans, Series 7, Wealth Management, Strategic Financial..., Wealth, Series 63, Universal Life, Wealth Accumulation, Investments, Whole Life, 401k Rollovers, Asset Allocation, Investment Advisory, Investment Strategies, Personal Finance, Variable Annuities, Employee Benefits, FINRA, Health Insurance, Pensions
Education
Oklahoma State University 1971 — 1977
BS, Animal Science
WIN Ranch March 2014 - Present
New York Life Insurance Company January 2010 - February 2014
New York Life April 2004 - January 2010
New York Life January 2000 - April 2004
Skills
Leadership, Financial Recruiting, Motivational..., Coaching, Training Leadership, Persuasive Presentation..., Outstanding..., Communication Skills..., Management, Financial Services, Sales Management, Retirement Planning, Life Insurance, Retirement, Financial Advisory, Sales, Securities, IRAs, Fixed Annuities, Long Term Care Insurance, 401k, Term Life Insurance, Series 6, Estate Planning, Disability Insurance, Long-term Care, Insurance, Mutual Funds, Roth IRA, Financial Planners, College Savings Plans, Series 7, Wealth Management, Strategic Financial..., Wealth, Series 63, Universal Life, Wealth Accumulation, Investments, Whole Life, 401k Rollovers, Asset Allocation, Investment Advisory, Investment Strategies, Personal Finance, Variable Annuities, Employee Benefits, FINRA, Health Insurance, Pensions
Education
Oklahoma State University 1971 — 1977
BS, Animal Science
Brian M. Waller's New York Life Experience 1999 - Present
Job Partner at the Chicago North Shore General Office of New York Life Insurance Company
Industry Financial Services
Experience
New York Life 1999 - Present
Skills
Recruiting, Leadership, Employee Benefits, Sales, New Business Development, Strategic Planning, Succession Planning, Sales Management, Marketing, Account Management, Coaching, Team Building
Education
Roosevelt University 1995 — 1999
BA, Political Science, Business
University of Iowa 1997 — 1998
Business, Business/Commerce, General
New York Life 1999 - Present
Skills
Recruiting, Leadership, Employee Benefits, Sales, New Business Development, Strategic Planning, Succession Planning, Sales Management, Marketing, Account Management, Coaching, Team Building
Education
Roosevelt University 1995 — 1999
BA, Political Science, Business
University of Iowa 1997 — 1998
Business, Business/Commerce, General
Frank Hayn, CRPS, AIF's New York Life Experience August 1997 - April 2000
Job Vice President, Retirement Plans at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings March 2012 - Present
SunAmerica April 2000 - March 2012
Villagio at Brentwood HOA September 2007 - June 2010
Hollywood Master Chorale July 2006 - June 2008
New York Life August 1997 - April 2000
Skills
401k, Investments, Mutual Funds, Series 6, Retirement, Retirement Planning, Series 7, Defined Contribution, Management, Leadership, Series 63, Marketing, Business Development, Sales, Asset Allocation, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Global Business
University of Rochester 1993 — 1997
BA, Political Science
The Hill School 1989 — 1993
Diploma
National Planning Holdings March 2012 - Present
SunAmerica April 2000 - March 2012
Villagio at Brentwood HOA September 2007 - June 2010
Hollywood Master Chorale July 2006 - June 2008
New York Life August 1997 - April 2000
Skills
401k, Investments, Mutual Funds, Series 6, Retirement, Retirement Planning, Series 7, Defined Contribution, Management, Leadership, Series 63, Marketing, Business Development, Sales, Asset Allocation, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Global Business
University of Rochester 1993 — 1997
BA, Political Science
The Hill School 1989 — 1993
Diploma
Evelyn Abraham's New York Life Experience June 1978 - Present
Job Financial Specialist at New York Life
Industry Financial Services
Experience
New York Life June 1978 - Present
Education
Queens College
Bachelor of Arts (B.A.)
New York Life June 1978 - Present
Education
Queens College
Bachelor of Arts (B.A.)
Joanne Molter's New York Life Experience Business AnalystSun Life Financial2000 - 2005
Job Business Analyst at New York Life
Industry Information Technology and Services
Experience
New York Life Business AnalystSun Life Financial2000 - 2005
AT&T 1981 - 1995
Education
Rutgers University-New Brunswick 1973 — 1977
B.S.
New York Life Business AnalystSun Life Financial2000 - 2005
AT&T 1981 - 1995
Education
Rutgers University-New Brunswick 1973 — 1977
B.S.
Susan Liang's New York Life Experience June 2008 - August 2008
Job Client Onboarding Specialist at Deutsche Bank
Industry Banking
Experience
Deutsche Bank May 2014 - Present
Hudson City Savings Bank January 2011 - May 2014
Hudson City Savings Bank September 2009 - January 2011
New York Life June 2008 - August 2008
Shin-Etsu Handotai Taiwan Co., Ltd. June 2006 - August 2006
Skills
Microsoft Excel, Management, Banking, Customer Service, Training, Analysis, PowerPoint, CRM, Investments, Credit, Business Planning, Fundraising, Microsoft Office, Outlook
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
Bachelor of Arts, Communication
Deutsche Bank May 2014 - Present
Hudson City Savings Bank January 2011 - May 2014
Hudson City Savings Bank September 2009 - January 2011
New York Life June 2008 - August 2008
Shin-Etsu Handotai Taiwan Co., Ltd. June 2006 - August 2006
Skills
Microsoft Excel, Management, Banking, Customer Service, Training, Analysis, PowerPoint, CRM, Investments, Credit, Business Planning, Fundraising, Microsoft Office, Outlook
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
Bachelor of Arts, Communication
Dawn Giannini Breslauer's New York Life Experience September 1998 - Present
Job Assistant Manager Customer Service at New York Life
Industry Financial Services
Experience
New York Life September 1998 - Present
New York Life Insurance Company December 1996 - September 1998
Skills
Customer Service, Customer Satisfaction, Relationship Management, Call Centers, Supervisory Skills, Leadership, Training, Customer Experience, CRM, Finance, Time Management, Securities, Team Leadership, Business Analysis
Education
Post University 1987 — 1989
Bachelor of Science (BS), Marketing
New York Life September 1998 - Present
New York Life Insurance Company December 1996 - September 1998
Skills
Customer Service, Customer Satisfaction, Relationship Management, Call Centers, Supervisory Skills, Leadership, Training, Customer Experience, CRM, Finance, Time Management, Securities, Team Leadership, Business Analysis
Education
Post University 1987 — 1989
Bachelor of Science (BS), Marketing
RICH GASPARIAN's New York Life Experience
Job Owner, NEW YORK LIFE
Industry Insurance
Experience
NEW YORK LIFE
Skills
Term Life Insurance, Life Insurance, Long-term Care, Retirement Planning, Fixed Annuities, Small Business, Disability Insurance, Insurance
Education
Rutgers University-New Brunswick 1962 — 1966
BA, Sociology/Anthropology
Webster University
MA, Business Management/Administration
NEW YORK LIFE
Skills
Term Life Insurance, Life Insurance, Long-term Care, Retirement Planning, Fixed Annuities, Small Business, Disability Insurance, Insurance
Education
Rutgers University-New Brunswick 1962 — 1966
BA, Sociology/Anthropology
Webster University
MA, Business Management/Administration
Ron Shahar's New York Life Experience January 2010 - December 2012
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
New York Life January 2010 - December 2012
New York Life 2009 - 2010
New York Life 2006 - 2009
Skills
Excel & Access, FINRA Licenses: Series..., Life & Health, Management, Training, Insurance, Life Insurance, Recruiting, Mutual Funds, Investments, Financial Services, Sales, Strategic Financial..., Securities, Retirement Planning, Asset Management, Time Management, Trading, Accounting, Access, FINRA, Finance, Wealth Management, Microsoft Excel
Education
Phoenix University
Bachelor of Science, Accounting
Roger Williams University
Bachelor of Science, Management
The Chubb Institute
Business Programming Certificate
Webster University
Master of Arts, Security Management
New York Life Insurance Company December 2012 - Present
New York Life January 2010 - December 2012
New York Life 2009 - 2010
New York Life 2006 - 2009
Skills
Excel & Access, FINRA Licenses: Series..., Life & Health, Management, Training, Insurance, Life Insurance, Recruiting, Mutual Funds, Investments, Financial Services, Sales, Strategic Financial..., Securities, Retirement Planning, Asset Management, Time Management, Trading, Accounting, Access, FINRA, Finance, Wealth Management, Microsoft Excel
Education
Phoenix University
Bachelor of Science, Accounting
Roger Williams University
Bachelor of Science, Management
The Chubb Institute
Business Programming Certificate
Webster University
Master of Arts, Security Management
Krystal M. Macias's New York Life Experience January 2015 - Present
Job Partner at New York Life
Industry Financial Services
Experience
New York Life January 2015 - Present
NYLIFE Securities LLC June 2011 - Present
Skills
Customer Satisfaction, 401k Rollovers, Retirement Planning, Leadership, Wealth Preservation..., Sales, Life Insurance
Education
Rice University 2015 — 2016
Certified Financial Planner
University of Houston 2006 — 2011
Bachelor's degree, Finance
New York Life January 2015 - Present
NYLIFE Securities LLC June 2011 - Present
Skills
Customer Satisfaction, 401k Rollovers, Retirement Planning, Leadership, Wealth Preservation..., Sales, Life Insurance
Education
Rice University 2015 — 2016
Certified Financial Planner
University of Houston 2006 — 2011
Bachelor's degree, Finance
Thomas Osieski's New York Life Experience February 1998 - Present
Job Registered Representative at New York Life
Industry Financial Services
Experience
New York Life February 1998 - Present
J C Penney 1973 - 1997
Skills
Retirement, Life Insurance, Investments, Estate Planning
Education
Penn State University 1971 — 1973
New York Life February 1998 - Present
J C Penney 1973 - 1997
Skills
Retirement, Life Insurance, Investments, Estate Planning
Education
Penn State University 1971 — 1973
David Brass's New York Life Experience 1998 - February 2014
Job Retired Senior Life Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life 1998 - February 2014
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Whole Life, Series 6, Series 63, Universal Life, Retirement, Insurance, Disability Insurance, Estate Planning, Financial Planners, Financial Services, Wealth, Wealth Accumulation, Retirement Savings, Personal Finance, Asset Management, Life & Health Insurance..., Defined Benefit, FINRA, Pensions, Small Business, Asset Protection
Education
Queens College 1969 — 1974
Bachelor's degree, Political Science and Communication
The American College
CLU, ChFC
New York Life Insurance Company February 2014 - Present
New York Life 1998 - February 2014
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Whole Life, Series 6, Series 63, Universal Life, Retirement, Insurance, Disability Insurance, Estate Planning, Financial Planners, Financial Services, Wealth, Wealth Accumulation, Retirement Savings, Personal Finance, Asset Management, Life & Health Insurance..., Defined Benefit, FINRA, Pensions, Small Business, Asset Protection
Education
Queens College 1969 — 1974
Bachelor's degree, Political Science and Communication
The American College
CLU, ChFC
Sharon Ton's New York Life Experience June 1970 - July 1971
Job Independent Marketing Executive
Industry Health, Wellness and Fitness
Experience
International Health & Wellness Company September 2011 - Present
l September 2006 - February 2013
Deaconess Health Care April 2004 - May 2006
Pediatric Nurse September 2004 - April 2006
Pediatric Nursing Specialists June 1992 - June 2004
US Steel June 1969 - August 1971
New York Life June 1970 - July 1971
Skills
Directors, Pediatrics, Medical Devices, Secretarial Skills, Health, Nursing, Microsoft Excel, Typing, Quality Assurance, Consultants, Office Administration, Customer Service, Fitness, Microsoft Office, Microsoft Word, New Business Development, Networking, Windows, Small Business, Training, Educational Leadership, Educational Technology, Strategic Planning, Public Speaking, Leadership, Cpr Certified, Social Networking, Time Management, Wellness Coaching, Sales, Fundraising, Healthcare, Team Building, Leadership Development, Administration, Entrepreneurship, Community Outreach, Nonprofits, Social Media Marketing, Social Media, Volunteer Management
Education
Purdue university 1979 — 1984
Associate, Nursing
Purdue University North Central 1977 — 1984
Associate's degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Emerson High School 1966 — 1969
High School Diploma, Administrative Assistant and Secretarial Science, General
International Health & Wellness Company September 2011 - Present
l September 2006 - February 2013
Deaconess Health Care April 2004 - May 2006
Pediatric Nurse September 2004 - April 2006
Pediatric Nursing Specialists June 1992 - June 2004
US Steel June 1969 - August 1971
New York Life June 1970 - July 1971
Skills
Directors, Pediatrics, Medical Devices, Secretarial Skills, Health, Nursing, Microsoft Excel, Typing, Quality Assurance, Consultants, Office Administration, Customer Service, Fitness, Microsoft Office, Microsoft Word, New Business Development, Networking, Windows, Small Business, Training, Educational Leadership, Educational Technology, Strategic Planning, Public Speaking, Leadership, Cpr Certified, Social Networking, Time Management, Wellness Coaching, Sales, Fundraising, Healthcare, Team Building, Leadership Development, Administration, Entrepreneurship, Community Outreach, Nonprofits, Social Media Marketing, Social Media, Volunteer Management
Education
Purdue university 1979 — 1984
Associate, Nursing
Purdue University North Central 1977 — 1984
Associate's degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Emerson High School 1966 — 1969
High School Diploma, Administrative Assistant and Secretarial Science, General
Fred Bohn's New York Life Experience October 2012 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life October 2012 - Present
Bohn Landscaping May 2001 - October 2012
Education
Penn State University 1995 — 2000
Landscape Contracting
wyoming area
New York Life October 2012 - Present
Bohn Landscaping May 2001 - October 2012
Education
Penn State University 1995 — 2000
Landscape Contracting
wyoming area