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
Shireen Arata Shireen Arata's New York Life Experience December 2007 - June 2013
Job Marketing, PR, Sales
Industry Marketing and Advertising
Experience
Sonoma Pole Houses, LLC / Sonoma Millworks / Cooling Tower Resources, Inc. June 2013 - Present
New York Life December 2007 - June 2013
Cobblestone Homes, Inc. July 2004 - December 2007
Allied Domecq Wines USA December 2001 - July 2004
Sonoma County Wineries Association October 1998 - November 2000
The Domain Group, LLC April 1996 - October 1998
Chateau St. Jean Winery September 1993 - April 1996
Skills
Marketing, Public Relations, Event Planning, Sales, Brand Management, Real Estate, Finance, Wine, Hospitality, Investments, Marketing Strategy, Strategic Planning, Marketing Communications, Leadership, Writing, Graphics, Customer Service, Web Development, Business Development, Management
Education
Sonoma State University 1996 — 1999
B.A., Liberal Studies
Sonoma Pole Houses, LLC / Sonoma Millworks / Cooling Tower Resources, Inc. June 2013 - Present
New York Life December 2007 - June 2013
Cobblestone Homes, Inc. July 2004 - December 2007
Allied Domecq Wines USA December 2001 - July 2004
Sonoma County Wineries Association October 1998 - November 2000
The Domain Group, LLC April 1996 - October 1998
Chateau St. Jean Winery September 1993 - April 1996
Skills
Marketing, Public Relations, Event Planning, Sales, Brand Management, Real Estate, Finance, Wine, Hospitality, Investments, Marketing Strategy, Strategic Planning, Marketing Communications, Leadership, Writing, Graphics, Customer Service, Web Development, Business Development, Management
Education
Sonoma State University 1996 — 1999
B.A., Liberal Studies
Jason Worthen Jason Worthen's New York Life Experience October 2004 - July 2009
Job 3M Certified Specialist for DGI Supply
Industry Business Supplies and Equipment
Experience
DGI Supply - A DoALL Company May 2014 - Present
Tractor Supply Company October 2010 - May 2014
New York Life October 2004 - July 2009
UHaul February 1996 - March 2004
Skills
Financial Analysis, Strategic Financial..., Insurance, Investments, Budgets, Strategic Planning, Microsoft Excel, Risk Management, Finance, Customer Service, Financial Modeling, Accounting, Financial Planning, Inventory Management, Sales, Account Management, Business Planning, Customer Satisfaction, Forecasting, Leadership, Negotiation, Operations Management, Pricing, Process Improvement, Purchasing, Team Building, Sales Operations, New Business Development, Sales Management, Sales Process, Microsoft Office, Business Development, Manufacturing
Education
The University of Texas at Arlington - College of Business Administration 1995 — 1997
Business administration
Stephen F. Austin State University 1994 — 1995
Pre-med
DGI Supply - A DoALL Company May 2014 - Present
Tractor Supply Company October 2010 - May 2014
New York Life October 2004 - July 2009
UHaul February 1996 - March 2004
Skills
Financial Analysis, Strategic Financial..., Insurance, Investments, Budgets, Strategic Planning, Microsoft Excel, Risk Management, Finance, Customer Service, Financial Modeling, Accounting, Financial Planning, Inventory Management, Sales, Account Management, Business Planning, Customer Satisfaction, Forecasting, Leadership, Negotiation, Operations Management, Pricing, Process Improvement, Purchasing, Team Building, Sales Operations, New Business Development, Sales Management, Sales Process, Microsoft Office, Business Development, Manufacturing
Education
The University of Texas at Arlington - College of Business Administration 1995 — 1997
Business administration
Stephen F. Austin State University 1994 — 1995
Pre-med
William E Medina, Partner New York Life's New York Life Experience January 2014 - Present
Job Hiring and Developing entrepreneurial people who are interested in the Financial Services industry in Orange County
Industry Financial Services
Experience
New York Life January 2014 - Present
Rotary Club of Downey July 2015 - Present
New York Life Insurance Company May 2012 - January 2014
Orange County Hispanic Chamber of Commerce 2009 - 2014
New York Life Insurance Company April 2008 - May 2012
Mac Lending March 2004 - January 2008
Caliber Trucking August 2000 - March 2004
Skills
Long Term Care Insurance, Buy-sell Agreements, Key Person Insurance, Small Business, Personal Finance, Financial Advisory, Wealth, Business, Fixed Annuities, Retirement Planning, Long-term Care, Financial Planners, Disability Insurance, Estate Planning, Strategic Financial..., Insurance, IRAs, Roth IRA, Retirement, Mutual Funds, Series 63, Series 6, Variable Annuities, Recruiting, Employee Benefits, Equities, Investments, Financial Analysis, Finance, Loans, Financial Services, Life Insurance, Wealth Management, Leadership, Management, Financial Planning
Education
The American College 2009 — 2011
Saddleback College 1997 — 1999
Business Finance
New York Life January 2014 - Present
Rotary Club of Downey July 2015 - Present
New York Life Insurance Company May 2012 - January 2014
Orange County Hispanic Chamber of Commerce 2009 - 2014
New York Life Insurance Company April 2008 - May 2012
Mac Lending March 2004 - January 2008
Caliber Trucking August 2000 - March 2004
Skills
Long Term Care Insurance, Buy-sell Agreements, Key Person Insurance, Small Business, Personal Finance, Financial Advisory, Wealth, Business, Fixed Annuities, Retirement Planning, Long-term Care, Financial Planners, Disability Insurance, Estate Planning, Strategic Financial..., Insurance, IRAs, Roth IRA, Retirement, Mutual Funds, Series 63, Series 6, Variable Annuities, Recruiting, Employee Benefits, Equities, Investments, Financial Analysis, Finance, Loans, Financial Services, Life Insurance, Wealth Management, Leadership, Management, Financial Planning
Education
The American College 2009 — 2011
Saddleback College 1997 — 1999
Business Finance
Colette Olsson's New York Life Experience August 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life August 2012 - Present
Pacific Homeworks June 2011 - June 2012
Skills
Retirement, Retirement Planning, Wealth Management, Insurance, Estate Planning, 401(k) Rollovers, Annuity Sales, Investments, Gifting Stratagies, Key Person Protection, Legacies, Life Insurance Agent, Multi-Generation Wealth..., Protection..., Wealth Preservation...
Education
University of Southern California 2004 — 2008
Bachelor of Arts (BA), Theater Arts
Southern Oregon University
Bachelor of Arts (BA), Theater Arts
Century High School
New York Life August 2012 - Present
Pacific Homeworks June 2011 - June 2012
Skills
Retirement, Retirement Planning, Wealth Management, Insurance, Estate Planning, 401(k) Rollovers, Annuity Sales, Investments, Gifting Stratagies, Key Person Protection, Legacies, Life Insurance Agent, Multi-Generation Wealth..., Protection..., Wealth Preservation...
Education
University of Southern California 2004 — 2008
Bachelor of Arts (BA), Theater Arts
Southern Oregon University
Bachelor of Arts (BA), Theater Arts
Century High School
Bruce Worthington Bruce Worthington's New York Life Experience 2000 - 2004
Job CFO / Controller / Consultant
Industry Hospital & Health Care
Experience
Cove Center for Recovery / Inspirations for Youth & Families January 2013 - November 2014
B-Thomas Consulting September 2009 - January 2013
Liberty Power August 2007 - September 2009
Innovative Computer Environemnts 2003 - 2007
New York Life 2000 - 2004
TradeStation Securities 1999 - 2000
Coconut Grove Bank 1997 - 1999
Zesiger Capital Group LLC 1996 - 1997
Northern Trust 1993 - 1996
Skills
Financial Analysis, Management, Budgets, Analysis, Leadership, Strategic Planning, Accounting, Risk Management, Business Planning, Commodity Markets, Forecasting, Financial Modeling, Program Management, Business Analysis, Data Analysis, Project Management, Finance, Microsoft Office, Business Development, Process Improvement, Executive Management, Managerial Finance, Contract Management, Business Process..., Start-ups, Strategic Financial..., Operations Management, Negotiation, SQL, Microsoft Access, Microsoft Excel, KIPU, CollaborateMD, Mergers & Acquisitions, Business Strategy, Business Growth..., Strategy, Managing Business Growth, Financial Reporting, Internal Controls, GAAP, Auditing, CRM, Sales, Due Diligence, Contract Negotiation, Training, Cross-functional Team..., Team Leadership, Consulting
Education
Saint Bonaventure University 1990 — 1992
MBA, Accounting and Finance
State University of New York College at Oneonta 1985 — 1989
BS, Business Economics and Finance
Cove Center for Recovery / Inspirations for Youth & Families January 2013 - November 2014
B-Thomas Consulting September 2009 - January 2013
Liberty Power August 2007 - September 2009
Innovative Computer Environemnts 2003 - 2007
New York Life 2000 - 2004
TradeStation Securities 1999 - 2000
Coconut Grove Bank 1997 - 1999
Zesiger Capital Group LLC 1996 - 1997
Northern Trust 1993 - 1996
Skills
Financial Analysis, Management, Budgets, Analysis, Leadership, Strategic Planning, Accounting, Risk Management, Business Planning, Commodity Markets, Forecasting, Financial Modeling, Program Management, Business Analysis, Data Analysis, Project Management, Finance, Microsoft Office, Business Development, Process Improvement, Executive Management, Managerial Finance, Contract Management, Business Process..., Start-ups, Strategic Financial..., Operations Management, Negotiation, SQL, Microsoft Access, Microsoft Excel, KIPU, CollaborateMD, Mergers & Acquisitions, Business Strategy, Business Growth..., Strategy, Managing Business Growth, Financial Reporting, Internal Controls, GAAP, Auditing, CRM, Sales, Due Diligence, Contract Negotiation, Training, Cross-functional Team..., Team Leadership, Consulting
Education
Saint Bonaventure University 1990 — 1992
MBA, Accounting and Finance
State University of New York College at Oneonta 1985 — 1989
BS, Business Economics and Finance
Kevin Mealia Kevin Mealia's New York Life Experience December 2002 - December 2004
Job Regional Vice President
Industry Financial Services
Experience
Prudential January 2005 - Present
New York Life December 2002 - December 2004
American Skandia/Prudential 1998 - 2002
Oxford HealthCare 1993 - 1996
Skills
Series 63, Series 6, Variable Annuities, Series 7, Mutual Funds, Separately Managed..., Term Life Insurance, Relationship Management, Retirement Planning, FINRA, Financial Services, Securities, Series 65, Disability Insurance, Investments, Strategic Financial..., Insurance, Wealth Management, Retirement, 401k, IRAs, Asset Allocation, Alternative Investments, Series 24, Fixed Annuities
Education
Southern Connecticut State University 1989 — 1991
BS, Political Science
Prudential January 2005 - Present
New York Life December 2002 - December 2004
American Skandia/Prudential 1998 - 2002
Oxford HealthCare 1993 - 1996
Skills
Series 63, Series 6, Variable Annuities, Series 7, Mutual Funds, Separately Managed..., Term Life Insurance, Relationship Management, Retirement Planning, FINRA, Financial Services, Securities, Series 65, Disability Insurance, Investments, Strategic Financial..., Insurance, Wealth Management, Retirement, 401k, IRAs, Asset Allocation, Alternative Investments, Series 24, Fixed Annuities
Education
Southern Connecticut State University 1989 — 1991
BS, Political Science
Josh Harrell Josh Harrell's New York Life Experience July 2013 - February 2014
Job Liberty Mutual Insurance rep. Volunteer @ LifeChurch.tv OKC. I'm passionate about helping people.
Industry Insurance
Experience
Liberty Mutual Insurance February 2014 - Present
New York Life July 2013 - February 2014
Anytime Fitness July 2008 - November 2013
Aspen Athlectics July 2007 - July 2009
Grace Bible church January 2004 - January 2005
Skills
Property & Casualty..., Life Insurance, Umbrella Insurance, Personal Training, Strength Training, Pre/Post Natal Fitness, Fitness Training, Wellness Coaching, Fitness, Functional Movement, Finance, Functional Movement..., Sports Nutrition, Weight Training, Financial Statements, Balance, Balance Training, Sports Performance..., Indoor Cycling, Weight Gain, Speed Training, Fitness Modeling, Powerlifting, Interval Training, Post Rehabilitation, Weight, Exercise Physiology, Cardio, Functional Training, Small Business, Employee Wellness..., Weightlifting, Fitness Center, Diet Planning, Exercise Equipment, Life Coaching, Health Club Management, Budgets, Biomechanics, Leadership, Time Management, Training
Education
Mid-America Christian University 2004 — 2007
Bachelor's degree, Christian Studies
Southern Arkansas University 1999 — 2003
BS, Exercise Science
Liberty Mutual Insurance February 2014 - Present
New York Life July 2013 - February 2014
Anytime Fitness July 2008 - November 2013
Aspen Athlectics July 2007 - July 2009
Grace Bible church January 2004 - January 2005
Skills
Property & Casualty..., Life Insurance, Umbrella Insurance, Personal Training, Strength Training, Pre/Post Natal Fitness, Fitness Training, Wellness Coaching, Fitness, Functional Movement, Finance, Functional Movement..., Sports Nutrition, Weight Training, Financial Statements, Balance, Balance Training, Sports Performance..., Indoor Cycling, Weight Gain, Speed Training, Fitness Modeling, Powerlifting, Interval Training, Post Rehabilitation, Weight, Exercise Physiology, Cardio, Functional Training, Small Business, Employee Wellness..., Weightlifting, Fitness Center, Diet Planning, Exercise Equipment, Life Coaching, Health Club Management, Budgets, Biomechanics, Leadership, Time Management, Training
Education
Mid-America Christian University 2004 — 2007
Bachelor's degree, Christian Studies
Southern Arkansas University 1999 — 2003
BS, Exercise Science
Rick Rasnick Rick Rasnick's New York Life Experience June 2009 - October 2011
Job
Industry Health, Wellness and Fitness
Experience
Health, Wellness and Fitness November 2011 - Present
New York Life June 2009 - October 2011
Farmers Insurance January 2000 - October 2008
Eastern Michigan University January 1995 - December 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Long-term Care, Team Leadership, Fixed Annuities, Disability Insurance, Management
Education
Saint Mary's College of California 1983 — 1985
MA, Health Education
San Jose State University 1979 — 1982
BA, Human Performance/Business Adm.
Health, Wellness and Fitness November 2011 - Present
New York Life June 2009 - October 2011
Farmers Insurance January 2000 - October 2008
Eastern Michigan University January 1995 - December 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Long-term Care, Team Leadership, Fixed Annuities, Disability Insurance, Management
Education
Saint Mary's College of California 1983 — 1985
MA, Health Education
San Jose State University 1979 — 1982
BA, Human Performance/Business Adm.
Richard Rilveria Richard Rilveria's New York Life Experience August 2012 - Present
Job Licensed Financial Advisor at New York Life
Industry Financial Services
Experience
New York Life August 2012 - Present
DriveTime September 2011 - August 2012
Blue Man Group August 2008 - August 2012
Heritage Preparatory School 2006 - 2008
Lake Forest Bank & Trust January 2002 - August 2004
Skills
Staff Development, Sales, Management, Training, Customer Service, Event Planning, Social Media, Microsoft Office, Public Speaking, Event Management, Microsoft Excel, Team Building, Leadership Development, Marketing, Strategic Financial..., Financial Analysis, Budgets, PowerPoint, Microsoft Word, C++ Language, SQL, SAP, Life Insurance, Public Seminars, FINRA, Time Management, Teamwork, Social Networking, Strategic Planning, Outlook, Leadership, CRM, Analysis, Strategy
Education
Southern Illinois University, Edwardsville
Financial Planning and Services
University of Central Florida - College of Business Administration
BSBA, Business, Management, Marketing, Finance, Accounting, MIS, and Related Support Services
New York Life August 2012 - Present
DriveTime September 2011 - August 2012
Blue Man Group August 2008 - August 2012
Heritage Preparatory School 2006 - 2008
Lake Forest Bank & Trust January 2002 - August 2004
Skills
Staff Development, Sales, Management, Training, Customer Service, Event Planning, Social Media, Microsoft Office, Public Speaking, Event Management, Microsoft Excel, Team Building, Leadership Development, Marketing, Strategic Financial..., Financial Analysis, Budgets, PowerPoint, Microsoft Word, C++ Language, SQL, SAP, Life Insurance, Public Seminars, FINRA, Time Management, Teamwork, Social Networking, Strategic Planning, Outlook, Leadership, CRM, Analysis, Strategy
Education
Southern Illinois University, Edwardsville
Financial Planning and Services
University of Central Florida - College of Business Administration
BSBA, Business, Management, Marketing, Finance, Accounting, MIS, and Related Support Services
Courtney S. Crenshaw, CLTC Courtney S. Crenshaw, CLTC's New York Life Experience November 2013 - Present
Job LTC Consultant New York Life
Industry Insurance
Experience
New York Life November 2013 - Present
Genworth Financial July 2013 - November 2013
Genworth Financial January 2012 - June 2013
Great Karma Marketing February 2010 - December 2011
Prudential Financial January 2009 - February 2010
Prudential Financial October 2007 - December 2008
Prudential Financial May 2006 - September 2007
Prudential Financial January 2004 - April 2006
Skills
Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Sales Operations
Education
Southern Connecticut State University
Business Administration, Corporate Finance
New York Life November 2013 - Present
Genworth Financial July 2013 - November 2013
Genworth Financial January 2012 - June 2013
Great Karma Marketing February 2010 - December 2011
Prudential Financial January 2009 - February 2010
Prudential Financial October 2007 - December 2008
Prudential Financial May 2006 - September 2007
Prudential Financial January 2004 - April 2006
Skills
Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Sales Operations
Education
Southern Connecticut State University
Business Administration, Corporate Finance
Terry D. Bahgat, RFC's New York Life Experience August 1988 - February 1995
Job CEO of WealthCFO Payroll | HR | Benefits
Industry Financial Services
Experience
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Antoinette Pozos Antoinette Pozos's New York Life Experience
Job Underwriting Manager at New York Life
Industry Insurance
Experience
New York Life
Skills
Underwriting, Strategic Planning, Insurance, Property & Casualty..., Life Insurance, Retirement Planning, Investments, Leadership, Nonprofits, Project Management, Social Media, Strategic Financial..., Editing
Education
Santa Clara University 1979 — 1983
BSC, Marketing
New York Life
Skills
Underwriting, Strategic Planning, Insurance, Property & Casualty..., Life Insurance, Retirement Planning, Investments, Leadership, Nonprofits, Project Management, Social Media, Strategic Financial..., Editing
Education
Santa Clara University 1979 — 1983
BSC, Marketing
Elsie Ewing Elsie Ewing's New York Life Experience July 2005 - February 2010
Job Associate General Agent at, The Moody Street Group, LLC
Industry Financial Services
Experience
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
Elbert Domingo Elbert Domingo's New York Life Experience 2006 - Present
Job CVP at New York Life
Industry Insurance
Experience
New York Life 2006 - Present
JPMorgan Chase 2003 - 2006
Guardian Life Insurance 1998 - 2003
New York Life 1990 - 1998
Skills
Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Financial Control, Product Development, Product Management, Compensation, Competitive Analysis, Business Analysis, Excel, Access, Business Objects, Crystal Reports, PowerPoint, Word, Insurance, Market Analysis, Presentation Development, Requirements Gathering, Business Modeling, Mentoring, Staff Development, Staff Management, Staff Mentoring
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
MBA, Finance, with honors
Rutgers University-New Brunswick 1985 — 1990
B.A., Economics
New York Life 2006 - Present
JPMorgan Chase 2003 - 2006
Guardian Life Insurance 1998 - 2003
New York Life 1990 - 1998
Skills
Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Financial Control, Product Development, Product Management, Compensation, Competitive Analysis, Business Analysis, Excel, Access, Business Objects, Crystal Reports, PowerPoint, Word, Insurance, Market Analysis, Presentation Development, Requirements Gathering, Business Modeling, Mentoring, Staff Development, Staff Management, Staff Mentoring
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
MBA, Finance, with honors
Rutgers University-New Brunswick 1985 — 1990
B.A., Economics
Deborah Buck Deborah Buck's New York Life Experience March 2013 - October 2013
Job Financial Services Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2013 - Present
New York Life March 2013 - October 2013
MetLife June 2010 - June 2012
Skills
Employee Benefits, Series 6, Series 63, Life Insurance, Long Term Care Insurance, Disability Insurance, Insurance, Financial Services, Retirement Planning, Estate Planning
Education
St. Thomas Aquinas College
Bachelor of Applied Science (B.A.Sc.), Social Sciences
MassMutual Financial Group October 2013 - Present
New York Life March 2013 - October 2013
MetLife June 2010 - June 2012
Skills
Employee Benefits, Series 6, Series 63, Life Insurance, Long Term Care Insurance, Disability Insurance, Insurance, Financial Services, Retirement Planning, Estate Planning
Education
St. Thomas Aquinas College
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Clay Cunningham Clay Cunningham's New York Life Experience May 2009 - December 2009
Job Experienced Sales Manager
Industry Insurance
Experience
Seeking Employment July 2010 - Present
None 2014 - 2014
None 2014 - 2014
None 2014 - 2014
Wellpoint/Anthem Blue Cross December 2009 - July 2010
New York Life May 2009 - December 2009
Wellpoint/Anthem Blue Cross September 2008 - May 2009
CitiMortgate January 2006 - January 2008
East Bay GenuTec Business Solutions December 2004 - December 2005
Washington Mutual June 1998 - October 1999
Skills
Health Insurance, Life Insurance, Medicare, Long-term Care, Term Life Insurance, Brokers, Employee Benefits, Health Savings Accounts, Sales Management, Account Management, New Business Development, Sales, HMO, Enrollment Services, High Deductible Health..., Online Enrollment, Permanent Life Insurance, Licensed Life Insurance..., Medicare Prescription..., Medicare Advantage, Medicare Part D, Senior Products, Customer Retention, Leadership, Insurance
Education
San Jose State University 1987 — 1990
BS
San Jose State University 1987 — 1990
Bachelor of Science
Chippewa Valley High 1976 — 1980
Diploma
Seeking Employment July 2010 - Present
None 2014 - 2014
None 2014 - 2014
None 2014 - 2014
Wellpoint/Anthem Blue Cross December 2009 - July 2010
New York Life May 2009 - December 2009
Wellpoint/Anthem Blue Cross September 2008 - May 2009
CitiMortgate January 2006 - January 2008
East Bay GenuTec Business Solutions December 2004 - December 2005
Washington Mutual June 1998 - October 1999
Skills
Health Insurance, Life Insurance, Medicare, Long-term Care, Term Life Insurance, Brokers, Employee Benefits, Health Savings Accounts, Sales Management, Account Management, New Business Development, Sales, HMO, Enrollment Services, High Deductible Health..., Online Enrollment, Permanent Life Insurance, Licensed Life Insurance..., Medicare Prescription..., Medicare Advantage, Medicare Part D, Senior Products, Customer Retention, Leadership, Insurance
Education
San Jose State University 1987 — 1990
BS
San Jose State University 1987 — 1990
Bachelor of Science
Chippewa Valley High 1976 — 1980
Diploma
Christopher Shilale Christopher Shilale's New York Life Experience January 2007 - July 2009
Job Inside Sales/Logistics Coordinator at BioOregon
Industry Logistics and Supply Chain
Experience
Bio-Oregon July 2008 - Present
New York Life January 2007 - July 2009
Keebler/Kellogg 2000 - 2003
Abbott Laboratories 1994 - 1999
Skills
Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Customer Service, Process Improvement, Strategic Planning, Long-term Care, Team Building, Operations Management, Microsoft Office, Coaching, Management, Sales, Logistics, Negotiation, Leadership, New Business Development, Business Strategy
Education
Scottsdale Community College 1986 — 1988
Horizon High School 1984 — 1985
High School Diploma
St. John's High School 1982 — 1983
Bio-Oregon July 2008 - Present
New York Life January 2007 - July 2009
Keebler/Kellogg 2000 - 2003
Abbott Laboratories 1994 - 1999
Skills
Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Customer Service, Process Improvement, Strategic Planning, Long-term Care, Team Building, Operations Management, Microsoft Office, Coaching, Management, Sales, Logistics, Negotiation, Leadership, New Business Development, Business Strategy
Education
Scottsdale Community College 1986 — 1988
Horizon High School 1984 — 1985
High School Diploma
St. John's High School 1982 — 1983
Sanford E. Bressick Sanford E. Bressick's New York Life Experience July 1985 - Present
Job Financial Adviser specific to Insurance, Investments and Estate Planning
Industry Financial Services
Experience
New York Life July 1985 - Present
Eagle Strategies, LLC July 1985 - Present
Skills
Customer Service, Estate Planning, Finance, Fixed Annuities, IRAs, Insurance, Investments, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Small Business, Strategic Financial..., Strategic Planning, Tax-advantaged..., Teaching, Time Management, Traditional IRA, Financial Planning
Education
Sonoma State University 1982 — 1985
BA, Liberal Studies
New York Life July 1985 - Present
Eagle Strategies, LLC July 1985 - Present
Skills
Customer Service, Estate Planning, Finance, Fixed Annuities, IRAs, Insurance, Investments, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Small Business, Strategic Financial..., Strategic Planning, Tax-advantaged..., Teaching, Time Management, Traditional IRA, Financial Planning
Education
Sonoma State University 1982 — 1985
BA, Liberal Studies
Lois Wadler Schilling Lois Wadler Schilling's New York Life Experience April 2005 - September 2007
Job Creative photographic professional recognized for producing eyecatching imagery on deadline, within budget.
Industry Publishing
Experience
Lois Schilling Photographic Services. July 2000 - Present
New York Life April 2005 - September 2007
The Conference Board 1999 - 2000
Grazia Neri Photo Agency 1997 - 1999
AMERICAN BANKER Newspaper 1993 - 1996
Education
School of Visual Arts
BFA, Photography
Syracuse University
Liberal Arts, Business
Lois Schilling Photographic Services. July 2000 - Present
New York Life April 2005 - September 2007
The Conference Board 1999 - 2000
Grazia Neri Photo Agency 1997 - 1999
AMERICAN BANKER Newspaper 1993 - 1996
Education
School of Visual Arts
BFA, Photography
Syracuse University
Liberal Arts, Business
Chris Yuskiw Chris Yuskiw's New York Life Experience May 2003 - April 2004
Job Vice PresidentFive Star Bank
Industry Banking
Experience
Five Star Bank April 2011 - Present
Gafachi Telecom May 2014 - December 2014
Child Care Council, Inc. 2006 - December 2014
Five Star Bank January 2012 - May 2014
Five Star Bank April 2011 - January 2012
Rochester Child Care Council 2010 - 2012
Key Bank April 2004 - April 2011
New York Life May 2003 - April 2004
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Commercial Banking, Business Development, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Customer Service, Insurance, Investment Properties, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Sales, Sales Management, Underwriting, Finance, Financial Analysis, Relationship Management, Cash Management, Credit Risk, Small Business, Strategic Planning, Leadership, Team Building, New Business Development, Financial Planning
Education
St. Meyer & Hubbard 2013 — 2013
Sales Management and Leadetship
Kaplan University 2007 — 2009
MBA, Finance
State University of New York College at Buffalo 1997 — 2001
BA, English
Five Star Bank April 2011 - Present
Gafachi Telecom May 2014 - December 2014
Child Care Council, Inc. 2006 - December 2014
Five Star Bank January 2012 - May 2014
Five Star Bank April 2011 - January 2012
Rochester Child Care Council 2010 - 2012
Key Bank April 2004 - April 2011
New York Life May 2003 - April 2004
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Commercial Banking, Business Development, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Customer Service, Insurance, Investment Properties, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Sales, Sales Management, Underwriting, Finance, Financial Analysis, Relationship Management, Cash Management, Credit Risk, Small Business, Strategic Planning, Leadership, Team Building, New Business Development, Financial Planning
Education
St. Meyer & Hubbard 2013 — 2013
Sales Management and Leadetship
Kaplan University 2007 — 2009
MBA, Finance
State University of New York College at Buffalo 1997 — 2001
BA, English
Sam Sabagquit Sam Sabagquit's New York Life Experience December 2005 - Present
Job at Exit RealtyWEM & Associates
Industry Insurance
Experience
New York Life December 2005 - Present
Exit Realty-WEM & Associates June 1996 - Present
Pacific Gas and Electric Company March 1985 - July 2004
Education
Saint Mary's College of California 1993 — 1995
BA, Management
New York Life December 2005 - Present
Exit Realty-WEM & Associates June 1996 - Present
Pacific Gas and Electric Company March 1985 - July 2004
Education
Saint Mary's College of California 1993 — 1995
BA, Management
Luciano Costantini Luciano Costantini's New York Life Experience 1995 - 1999
Job Director, 401(k) Services at Sequoia Consulting Group: Helping plan sponsors meet their fiduciary obligations
Industry Investment Management
Experience
Sequoia Consulting Group - www.Sequoia.com June 2008 - Present
Morgan Stanley 2007 - 2008
Franklin Templeton Investments July 2002 - March 2007
New York Life 1995 - 1999
Trust Consultants, Inc 1988 - 1994
Education
San Francisco State University 1982 — 1987
BS, Marketing
Sequoia Consulting Group - www.Sequoia.com June 2008 - Present
Morgan Stanley 2007 - 2008
Franklin Templeton Investments July 2002 - March 2007
New York Life 1995 - 1999
Trust Consultants, Inc 1988 - 1994
Education
San Francisco State University 1982 — 1987
BS, Marketing
Jason Jang Jason Jang's New York Life Experience September 2002 - January 2004
Job Freight Consultant and Business Development Manager at InXpress
Industry Transportation/Trucking/Railroad
Experience
Inxpress franchisee December 2011 - Present
Jang Group Enterprises, LLC November 2011 - Present
American Theological Institute March 2011 - Present
Unlimited PCS Dallas, Inc July 2006 - August 2010
New York Life September 2002 - January 2004
Waddell & Reed October 2001 - September 2002
Mergent, Inc (formerly known as Moody's Financial Information Division) September 1998 - February 2000
Skills
International Shipping, Air Freight, Freight, Import/Export, Shipping Analysis, Series 7, Series 65, NC Real Estate License, NC Mortgage Finance..., Life and Health..., Long Term Care License, Korean Translation, Financial Analysis, DHL, Airborne Express, Logistics Analysis, Metro PCS, Telecommunications, LTL, Confectionery, Shipping
Education
Southwestern Baptist Theological Seminary 2011 — 2016
Master's of Divinity
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
Business, Finance
Inxpress franchisee December 2011 - Present
Jang Group Enterprises, LLC November 2011 - Present
American Theological Institute March 2011 - Present
Unlimited PCS Dallas, Inc July 2006 - August 2010
New York Life September 2002 - January 2004
Waddell & Reed October 2001 - September 2002
Mergent, Inc (formerly known as Moody's Financial Information Division) September 1998 - February 2000
Skills
International Shipping, Air Freight, Freight, Import/Export, Shipping Analysis, Series 7, Series 65, NC Real Estate License, NC Mortgage Finance..., Life and Health..., Long Term Care License, Korean Translation, Financial Analysis, DHL, Airborne Express, Logistics Analysis, Metro PCS, Telecommunications, LTL, Confectionery, Shipping
Education
Southwestern Baptist Theological Seminary 2011 — 2016
Master's of Divinity
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
Business, Finance
John Brennenstuhl John Brennenstuhl's New York Life Experience December 2009 - January 2011
Job LMHC at Center for Family Development
Industry Mental Health Care
Experience
Center for Family Development January 2012 - Present
Customer Care Unit March 2011 - May 2012
NEW YORK LIFE December 2009 - January 2011
Anchor to Windward September 2002 - December 2009
Bridgewell August 2005 - December 2008
MARBLEHEAD COUNSELING CENTER September 2007 - August 2008
THE INSTITUTE May 1999 - July 2002
Skills
Microsoft Office, Psychotherapy, Customer Satisfaction, Program Management, Nonprofits, Conflict Resolution
Education
Salem State University 2002 — 2009
Master of Science, Counseling and Psychological Services
Salem State University 2000 — 2009
Master of Science, Psychology
United States Army
Center for Family Development January 2012 - Present
Customer Care Unit March 2011 - May 2012
NEW YORK LIFE December 2009 - January 2011
Anchor to Windward September 2002 - December 2009
Bridgewell August 2005 - December 2008
MARBLEHEAD COUNSELING CENTER September 2007 - August 2008
THE INSTITUTE May 1999 - July 2002
Skills
Microsoft Office, Psychotherapy, Customer Satisfaction, Program Management, Nonprofits, Conflict Resolution
Education
Salem State University 2002 — 2009
Master of Science, Counseling and Psychological Services
Salem State University 2000 — 2009
Master of Science, Psychology
United States Army
Joshua Palka's New York Life Experience July 2008 - October 2011
Job Executive Sales Manager at Pace Industries Inc
Industry Architecture & Planning
Experience
Pace Industries Inc March 2010 - Present
New York Life July 2008 - October 2011
American Income Life June 2007 - June 2008
Education
St. Norbert College 2003 — 2007
Batchelors, Communications
Barrington H.S.
Pace Industries Inc March 2010 - Present
New York Life July 2008 - October 2011
American Income Life June 2007 - June 2008
Education
St. Norbert College 2003 — 2007
Batchelors, Communications
Barrington H.S.
Nicholas Bliss Nicholas Bliss's New York Life Experience October 2008 - May 2015
Job Financial Registered Representative at New York Life
Industry Financial Services
Experience
New York Life October 2008 - May 2015
Georgetown Preparatory School October 2007 - March 2015
Southeastern Hockey Officials Association January 2008 - March 2012
Skills
Long-term Care, Insurance, Life Insurance, Hockey, Retirement Planning
Education
Salve Regina University 2002 — 2006
BS, Business Administration
New York Life October 2008 - May 2015
Georgetown Preparatory School October 2007 - March 2015
Southeastern Hockey Officials Association January 2008 - March 2012
Skills
Long-term Care, Insurance, Life Insurance, Hockey, Retirement Planning
Education
Salve Regina University 2002 — 2006
BS, Business Administration
Martin Nutty's New York Life Experience March 1996 - January 2000
Job Excel and VBA developer. *Macros *Model Design *Data Analysis *Data Visualization
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Sempra Energy Trading July 2008 - May 2010
Morgan Stanley February 2000 - September 2007
New York Life March 1996 - January 2000
Expeditors International September 1990 - June 1995
Skills
SQL, VBA, ADO, Data Modeling, Data Analysis, Microsoft Excel, Databases, Software Project..., SDLC, Financial Modeling, Microsoft Office, Requirements Analysis, Requirements Gathering, Software Development, Software Documentation, Training, Analytics, Analysis, Agile Methodologies
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1990
MBA, Managment
Saint John's University 1983 — 1990
MBA & BS, Managment & Sports Administration
Gormanston 1976 — 1981
Leaving Certificate, General
Morgan Stanley July 2010 - Present
Sempra Energy Trading July 2008 - May 2010
Morgan Stanley February 2000 - September 2007
New York Life March 1996 - January 2000
Expeditors International September 1990 - June 1995
Skills
SQL, VBA, ADO, Data Modeling, Data Analysis, Microsoft Excel, Databases, Software Project..., SDLC, Financial Modeling, Microsoft Office, Requirements Analysis, Requirements Gathering, Software Development, Software Documentation, Training, Analytics, Analysis, Agile Methodologies
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1990
MBA, Managment
Saint John's University 1983 — 1990
MBA & BS, Managment & Sports Administration
Gormanston 1976 — 1981
Leaving Certificate, General
Vimmi Harwani, PMP Vimmi Harwani, PMP's New York Life Experience July 2013 - Present
Job Corporate Vice President, New York Life
Industry Information Services
Experience
New York Life July 2013 - Present
Bank of America/Merrill Lynch May 2011 - June 2013
Thomson Reuters January 2010 - May 2011
NYK Logistics October 2008 - December 2009
UBS Wealth Management 2006 - 2008
UBS Financial Services Inc 2006 - 2008
JP Morgan Chase November 1999 - February 2006
KPMG 2006 - 2006
Skills
Project Management, Team Management, SDLC, Requirements Analysis, ITIL, PMO, Business Analysis, Testing, Cross-functional Team..., Quality Assurance, Change Management, PMP, Risk Management, Process Improvement, Requirements Gathering, Software Project..., Project Portfolio..., Analysis, Enterprise Software, Integration, Management, Business Requirements, Project Planning, SQL, Service Delivery, Six Sigma, Software Development, Strategy, User Acceptance Testing, Software Documentation, Program Management, Agile Methodologies, Vendor Management, IT Strategy, Business Process..., Consulting, Visio, Business Process
Education
Stevens Institute of Technology 2000 — 2005
MS, Management Information Systems
Chubb Instititute 1998 — 1999
Diploma, Computer Programming
Stevens Institute of Technology 1992 — 1996
BS, Chemical Biology
New York Life July 2013 - Present
Bank of America/Merrill Lynch May 2011 - June 2013
Thomson Reuters January 2010 - May 2011
NYK Logistics October 2008 - December 2009
UBS Wealth Management 2006 - 2008
UBS Financial Services Inc 2006 - 2008
JP Morgan Chase November 1999 - February 2006
KPMG 2006 - 2006
Skills
Project Management, Team Management, SDLC, Requirements Analysis, ITIL, PMO, Business Analysis, Testing, Cross-functional Team..., Quality Assurance, Change Management, PMP, Risk Management, Process Improvement, Requirements Gathering, Software Project..., Project Portfolio..., Analysis, Enterprise Software, Integration, Management, Business Requirements, Project Planning, SQL, Service Delivery, Six Sigma, Software Development, Strategy, User Acceptance Testing, Software Documentation, Program Management, Agile Methodologies, Vendor Management, IT Strategy, Business Process..., Consulting, Visio, Business Process
Education
Stevens Institute of Technology 2000 — 2005
MS, Management Information Systems
Chubb Instititute 1998 — 1999
Diploma, Computer Programming
Stevens Institute of Technology 1992 — 1996
BS, Chemical Biology
Adrian Hunter Adrian Hunter's New York Life Experience March 2011 - March 2012
Job State Farm Insurance Agency Intern
Industry Financial Services
Experience
Willingham State Farm Insurance Agency June 2013 - March 2015
Berkeley Capital Advisors October 2012 - June 2013
JPMorgan Chase March 2012 - October 2012
New York Life March 2011 - March 2012
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Insurance
Education
Southern Nazarene University 2009 — 2012
Bachelor of Science (B.S.), Business Administration/Pre-law
Grand Blanc
Grand Blanc
Willingham State Farm Insurance Agency June 2013 - March 2015
Berkeley Capital Advisors October 2012 - June 2013
JPMorgan Chase March 2012 - October 2012
New York Life March 2011 - March 2012
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Insurance
Education
Southern Nazarene University 2009 — 2012
Bachelor of Science (B.S.), Business Administration/Pre-law
Grand Blanc
Grand Blanc
Ann Grode's New York Life Experience June 2008 - June 2009
Job Housing Manager at Good Samaritan Society
Industry Individual & Family Services
Experience
Good Samaritan Society December 2013 - Present
Ann Grode Elder Care Planning October 2008 - Present
American Senior Benefits April 2011 - October 2012
Minneapolis Financial Group June 2009 - May 2010
New York Life June 2008 - June 2009
Walker Methodist (Westwood Ridge) September 2001 - October 2008
Wells Fargo 1998 - 2001
EduServ Technologies Inc 1989 - 1995
Skills
Insurance, Customer Service, Long Term Care, Health, Long-term Care, Medicare, Student Loans, Healthcare, Employee Benefits, Fixed Annuities, Life Insurance, Financial Planners, Term Life Insurance, Health Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Seniors, Estate Planning, Elder Care, Team Building, Small Business, Marketing, Retirement Planning, Leadership, Home Care, Social Services, Case Managment, Strategic Planning, IRAs, Healthcare Management, Critical Illness, Financial Services
Education
Saint Mary's University of Minnesota 1983 — 1987
B.A.
Hill Murray High School 1979 — 1983
Good Samaritan Society December 2013 - Present
Ann Grode Elder Care Planning October 2008 - Present
American Senior Benefits April 2011 - October 2012
Minneapolis Financial Group June 2009 - May 2010
New York Life June 2008 - June 2009
Walker Methodist (Westwood Ridge) September 2001 - October 2008
Wells Fargo 1998 - 2001
EduServ Technologies Inc 1989 - 1995
Skills
Insurance, Customer Service, Long Term Care, Health, Long-term Care, Medicare, Student Loans, Healthcare, Employee Benefits, Fixed Annuities, Life Insurance, Financial Planners, Term Life Insurance, Health Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Seniors, Estate Planning, Elder Care, Team Building, Small Business, Marketing, Retirement Planning, Leadership, Home Care, Social Services, Case Managment, Strategic Planning, IRAs, Healthcare Management, Critical Illness, Financial Services
Education
Saint Mary's University of Minnesota 1983 — 1987
B.A.
Hill Murray High School 1979 — 1983
Ryan Leahy, CMPS, CDPP Ryan Leahy, CMPS, CDPP's New York Life Experience May 1999 - January 2002
Job Cornerstone Home Lending Leahy Team
Industry Financial Services
Experience
Cornerstone Home Lending, Inc. October 2002 - Present
Fly Technology January 2002 - October 2002
New York Life May 1999 - January 2002
Skills
Mortgage Lending, Loans, Finance, Sales, Financial Services, Insurance, Sales Management, Funding, Mortgage Banking, Residential Mortgages, Refinance, Credit, FHA, Loan Origination, Investment Properties, Investments, VA loans, Short Sales, USDA, Commercial Lending, Construction Loans, Real Estate, Sellers, Selling, Underwriting, Referrals, Financial Analysis, Real Estate Transactions, Team Building, Mortgage Underwriting, Residential Homes, Certified Mortgage..., Investors, Foreclosures, Marketing, Banking, Negotiation, Consumer Lending, Portfolio Management, Relocation, First Time Home Buyers
Education
St. Edward's University 1995 — 1999
BA, International Business
JESUIT COLLEGE PREP 1991 — 1995
BS
Cornerstone Home Lending, Inc. October 2002 - Present
Fly Technology January 2002 - October 2002
New York Life May 1999 - January 2002
Skills
Mortgage Lending, Loans, Finance, Sales, Financial Services, Insurance, Sales Management, Funding, Mortgage Banking, Residential Mortgages, Refinance, Credit, FHA, Loan Origination, Investment Properties, Investments, VA loans, Short Sales, USDA, Commercial Lending, Construction Loans, Real Estate, Sellers, Selling, Underwriting, Referrals, Financial Analysis, Real Estate Transactions, Team Building, Mortgage Underwriting, Residential Homes, Certified Mortgage..., Investors, Foreclosures, Marketing, Banking, Negotiation, Consumer Lending, Portfolio Management, Relocation, First Time Home Buyers
Education
St. Edward's University 1995 — 1999
BA, International Business
JESUIT COLLEGE PREP 1991 — 1995
BS
Saekewn Chung Saekewn Chung's New York Life Experience August 2006 - Present
Job President/CEO at C&N Insurance, Inc
Industry Financial Services
Experience
C&N Insurance Agency, Inc May 2010 - Present
New York Life August 2006 - Present
Nortel Government Solutions January 2002 - May 2006
AT&T December 1998 - January 2002
Skills
Program Management, Integration, C++, Analysis, Java, TCP/IP, Quality Assurance, Project Management, Government, Business Development, Telecommunications, Data Analysis, Technical Writing, Strategic Financial..., Business Process Design, SQL, Product Management, Requirements Analysis, Management Consulting, Team Leadership, Health Insurance, Fixed Annuities, Financial Services, Finance, Life Insurance, Risk Management, Insurance, Investments, Business Analysis, Business Process..., Process Improvement, Strategy, Financial Analysis, Leadership
Education
The George Washington University 1993 — 1998
Professional Degree, Computer Graphics
Seoul National University 1982 — 1989
Master, Computer Science
C&N Insurance Agency, Inc May 2010 - Present
New York Life August 2006 - Present
Nortel Government Solutions January 2002 - May 2006
AT&T December 1998 - January 2002
Skills
Program Management, Integration, C++, Analysis, Java, TCP/IP, Quality Assurance, Project Management, Government, Business Development, Telecommunications, Data Analysis, Technical Writing, Strategic Financial..., Business Process Design, SQL, Product Management, Requirements Analysis, Management Consulting, Team Leadership, Health Insurance, Fixed Annuities, Financial Services, Finance, Life Insurance, Risk Management, Insurance, Investments, Business Analysis, Business Process..., Process Improvement, Strategy, Financial Analysis, Leadership
Education
The George Washington University 1993 — 1998
Professional Degree, Computer Graphics
Seoul National University 1982 — 1989
Master, Computer Science
Ellen Szymkiewicz, CFP, CLU Ellen Szymkiewicz, CFP, CLU's New York Life Experience January 1991 - January 1993
Job Financial Advisor at Chase Investment Services Corp
Industry Financial Services
Experience
Chase Investment Services Corporation January 1998 - Present
Chase Investment Services Corporation January 1996 - Present
CUNA Brokerage/TEG Financial Services January 1993 - January 1996
New York Life January 1991 - January 1993
New York Life January 1990 - January 1993
Cablevision Industries January 1985 - January 1989
Massachusetts Mutual Life January 1982 - January 1985
Skills
Estate Planning, Retirement Planning, Business Succession
Education
State University of New York Empire State College 2007 — 2011
BS, Economics
SUNY, Empire State College
BS, Business Management and Economics; Finance
Chase Investment Services Corporation January 1998 - Present
Chase Investment Services Corporation January 1996 - Present
CUNA Brokerage/TEG Financial Services January 1993 - January 1996
New York Life January 1991 - January 1993
New York Life January 1990 - January 1993
Cablevision Industries January 1985 - January 1989
Massachusetts Mutual Life January 1982 - January 1985
Skills
Estate Planning, Retirement Planning, Business Succession
Education
State University of New York Empire State College 2007 — 2011
BS, Economics
SUNY, Empire State College
BS, Business Management and Economics; Finance
Karen Verney Karen Verney's New York Life Experience owner//managerMurphy's Restaurant and PubMarch 2002 - June 2006
Job Agent at New York Life
Industry Insurance
Experience
New York Life owner//managerMurphy's Restaurant and PubMarch 2002 - June 2006
Education
State University of New York at New Paltz 2003 — 2005
New York Life owner//managerMurphy's Restaurant and PubMarch 2002 - June 2006
Education
State University of New York at New Paltz 2003 — 2005
Eddie Marrero's New York Life Experience March 2008 - March 2009
Job Entertainer, Actor, Musician, and Recording Artist, Politico
Industry Entertainment
Experience
New York State Department of Health, Executive Branch December 2011 - Present
Three Lions Stage, Inc. December 2005 - Present
NYS Department of Health, Executive Branch August 2009 - December 2011
New York Life March 2008 - March 2009
Obama for America 2007 - 2008
Evidence Dance Company September 2004 - December 2006
U.S. House of Representatives September 2003 - August 2004
Rice High School 1996 - 2002
Civilian Complaint Review Board June 1993 - March 1996
Skills
Leadership, Team Building, Entertainment, Community Outreach, Public Speaking, Fundraising, Policy, Media Relations, Strategic Planning, Event Planning, Public Relations, Social Media, Non-profits, Research, Public Policy, Press Releases, Politics, Marketing Communications, Government, Budgets, Strategic Communications, Volunteer Management, Event Management, Community Development, Program Development, Policy Analysis, Strategy, Grants, Project Planning, Political Campaigns, Editing, Management, Nonprofits, Grant Writing, Theatre, Advertising, Social Networking, Analysis, Publicity, Recruiting, Organizational..., Marketing, Blogging, Leadership Development, Proposal Writing, Philanthropy
Education
Springfield College 1986 — 1988
M.Ed., Psychology
St. Alphonsus College 1982 — 1985
B.A., Philosphy
New York State Department of Health, Executive Branch December 2011 - Present
Three Lions Stage, Inc. December 2005 - Present
NYS Department of Health, Executive Branch August 2009 - December 2011
New York Life March 2008 - March 2009
Obama for America 2007 - 2008
Evidence Dance Company September 2004 - December 2006
U.S. House of Representatives September 2003 - August 2004
Rice High School 1996 - 2002
Civilian Complaint Review Board June 1993 - March 1996
Skills
Leadership, Team Building, Entertainment, Community Outreach, Public Speaking, Fundraising, Policy, Media Relations, Strategic Planning, Event Planning, Public Relations, Social Media, Non-profits, Research, Public Policy, Press Releases, Politics, Marketing Communications, Government, Budgets, Strategic Communications, Volunteer Management, Event Management, Community Development, Program Development, Policy Analysis, Strategy, Grants, Project Planning, Political Campaigns, Editing, Management, Nonprofits, Grant Writing, Theatre, Advertising, Social Networking, Analysis, Publicity, Recruiting, Organizational..., Marketing, Blogging, Leadership Development, Proposal Writing, Philanthropy
Education
Springfield College 1986 — 1988
M.Ed., Psychology
St. Alphonsus College 1982 — 1985
B.A., Philosphy
Candace Luckman Candace Luckman's New York Life Experience October 2008 - Present
Job New York Life Agent
Industry Insurance
Experience
New York Life October 2008 - Present
Education
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Management / Marketing
New York Life October 2008 - Present
Education
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Management / Marketing
Elder Andres Vazquez's New York Life Experience April 2007 - January 2009
Job Shift Supervisor / Project Manager at UHP Projects, Inc.
Industry Religious Institutions
Experience
Pleasant Grove Baptist Church August 2003 - Present
UHP Projects, Inc. June 2009 - June 2010
New York Life April 2007 - January 2009
Top Guard June 2006 - April 2007
Aviation Intermediate Maintenance Unit January 2003 - September 2003
Aviation Intermediate Maintenance Unit September 2002 - September 2003
Aviation Intermediate Maintenance Unit September 2002 - September 2003
Greater New Refuge COGIC May 2001 - September 2003
Aviation Intermediate Maintenance Unit July 2000 - July 2003
U.S. NAVY 1982 - 2003
Skills
Maintenance Management, Supervisory Experience, Aviation Maintenance, Mentoring, Career Counseling, Inventory Management, Project Planning, Aircraft Maintenance, Teaching, Coaching, Management, Program Management, Nonprofits, Troubleshooting, Selling, Community Outreach, Leadership, Training, Recruiting
Education
Saint Leo University 2012 — 2015
Bachelor of Art in Religion, Freshman
NYLIC University 2007 — 2008
Certificate of Completion, Comprehensive Leadership Development and Management Training
NLTC 1998 — 1998
Certificate of Completion, Leadership and Management
NAVLEAD 1993 — 1993
Certificate of Complition, Principles of Supervision
SWATSLANT 1989 — 1989
Certificate of Completion, Strike Weapons and Tactics School
Pleasant Grove Baptist Church August 2003 - Present
UHP Projects, Inc. June 2009 - June 2010
New York Life April 2007 - January 2009
Top Guard June 2006 - April 2007
Aviation Intermediate Maintenance Unit January 2003 - September 2003
Aviation Intermediate Maintenance Unit September 2002 - September 2003
Aviation Intermediate Maintenance Unit September 2002 - September 2003
Greater New Refuge COGIC May 2001 - September 2003
Aviation Intermediate Maintenance Unit July 2000 - July 2003
U.S. NAVY 1982 - 2003
Skills
Maintenance Management, Supervisory Experience, Aviation Maintenance, Mentoring, Career Counseling, Inventory Management, Project Planning, Aircraft Maintenance, Teaching, Coaching, Management, Program Management, Nonprofits, Troubleshooting, Selling, Community Outreach, Leadership, Training, Recruiting
Education
Saint Leo University 2012 — 2015
Bachelor of Art in Religion, Freshman
NYLIC University 2007 — 2008
Certificate of Completion, Comprehensive Leadership Development and Management Training
NLTC 1998 — 1998
Certificate of Completion, Leadership and Management
NAVLEAD 1993 — 1993
Certificate of Complition, Principles of Supervision
SWATSLANT 1989 — 1989
Certificate of Completion, Strike Weapons and Tactics School
Greg Barow Greg Barow's New York Life Experience 2003 - 2005
Job at Barow Real Estate Consulting
Industry Real Estate
Experience
Rotrhlein Agency FounderBarow Real Estate ConsultingNovember 2008 - Present
Rothelin Agency 2006 - 2008
New York Life 2003 - 2005
Datek Online 1998 - 2001
Datek 1997 - 2001
Education
Salisbury University 1991 — 1997
Bio Chem
College Admission Prep Course
Rotrhlein Agency FounderBarow Real Estate ConsultingNovember 2008 - Present
Rothelin Agency 2006 - 2008
New York Life 2003 - 2005
Datek Online 1998 - 2001
Datek 1997 - 2001
Education
Salisbury University 1991 — 1997
Bio Chem
College Admission Prep Course
Derek Brazeau Derek Brazeau's New York Life Experience December 2008 - June 2011
Job President at A.I.M. Marketing Inc
Industry Marketing and Advertising
Experience
A.I.M. Marketing Inc March 2015 - Present
Ruth's Chris Steak House, Providence June 2010 - September 2014
New York Life December 2008 - June 2011
Towerstream November 2007 - November 2008
Mortgage Advocates July 2002 - July 2007
Skills
Hospitality, Sales, Restaurants, Event Planning, Banquets, Corporate Events, Sales Management, Event Management, Customer Service, Sales Process, Marketing Strategy, Small Business, Customer Relations, Cold Calling, Selling, Strategy, Customer Satisfaction, Wine, Marketing, Direct Sales, B2B, Project Planning, Coordinating Special..., Banquet Sales, Account Management, Leadership
Education
Salve Regina University 1997 — 2001
BS, Marketing
Lincoln Junior-Senior High School 1994 — 1997
A.I.M. Marketing Inc March 2015 - Present
Ruth's Chris Steak House, Providence June 2010 - September 2014
New York Life December 2008 - June 2011
Towerstream November 2007 - November 2008
Mortgage Advocates July 2002 - July 2007
Skills
Hospitality, Sales, Restaurants, Event Planning, Banquets, Corporate Events, Sales Management, Event Management, Customer Service, Sales Process, Marketing Strategy, Small Business, Customer Relations, Cold Calling, Selling, Strategy, Customer Satisfaction, Wine, Marketing, Direct Sales, B2B, Project Planning, Coordinating Special..., Banquet Sales, Account Management, Leadership
Education
Salve Regina University 1997 — 2001
BS, Marketing
Lincoln Junior-Senior High School 1994 — 1997
Katherine Garlock Katherine Garlock's New York Life Experience June 2010 - Present
Job Client Service Manager at Prostatis Financial Advisors LLC.
Industry Financial Services
Experience
Prostatis Financial Advisors LLC. February 2012 - Present
New York Life June 2010 - Present
Financial Solutions Group, LLC April 2009 - June 2010
The Brown Spiker Group January 2008 - March 2009
Merrill Lynch May 2007 - August 2007
Skills
Series 7, Series 6, Life & Health Insurance..., Paraplanning, Problem Solving, Customer Service, Microsoft Office, E-money, Morningstar, Long Term Care Insurance
Education
St. Mary's College of Maryland 2004 — 2008
Bachelor's Degree, Economics/Math
Prostatis Financial Advisors LLC. February 2012 - Present
New York Life June 2010 - Present
Financial Solutions Group, LLC April 2009 - June 2010
The Brown Spiker Group January 2008 - March 2009
Merrill Lynch May 2007 - August 2007
Skills
Series 7, Series 6, Life & Health Insurance..., Paraplanning, Problem Solving, Customer Service, Microsoft Office, E-money, Morningstar, Long Term Care Insurance
Education
St. Mary's College of Maryland 2004 — 2008
Bachelor's Degree, Economics/Math
Ben Graw Ben Graw's New York Life Experience May 2002 - September 2002
Job CFO, Acquisition Director at QC Capital LLC
Industry Commercial Real Estate
Experience
QC Capital LLC November 2012 - Present
Northwest Bank & Trust Company May 2011 - November 2012
Mel Foster Commercial Real Estate June 2010 - June 2011
US Bank December 2006 - October 2009
US Bank May 2004 - December 2006
US Bank March 2003 - May 2004
New York Life May 2002 - September 2002
Bankers Life and Casualty February 2001 - November 2001
Best Buy November 1998 - September 2000
Skills
Negotiation, Business Development, Leadership, Underwriting, Financial Analysis, Commercial Lending, Loans, Investment Properties, Banking, Credit, New Business Development, Portfolio Management, Commercial Real Estate, Finance, Risk Management, Credit Analysis, Commercial Banking, Leases, Real Estate Transactions, Real Estate Development, Investors, Property Management, Commercial Mortgages, Loan Origination, Lines Of Credit, Real Estate Economics, Refinance, Corporate Real Estate, Location Intelligence, Real Estate Financing, Short Sales, Tenant, Lease Negotiations, Account Management, Customer Service, Investments, Marketing, Marketing Strategy, Real Estate, Sales, Sales Management, Strategic Planning, Team Building, Small Business
Education
Canon Financial Institute
Mastery of Wealth Management
St. Ambrose University 2000 — 2004
BA Finance, Economics with emphasis in Corporate Finance
QC Capital LLC November 2012 - Present
Northwest Bank & Trust Company May 2011 - November 2012
Mel Foster Commercial Real Estate June 2010 - June 2011
US Bank December 2006 - October 2009
US Bank May 2004 - December 2006
US Bank March 2003 - May 2004
New York Life May 2002 - September 2002
Bankers Life and Casualty February 2001 - November 2001
Best Buy November 1998 - September 2000
Skills
Negotiation, Business Development, Leadership, Underwriting, Financial Analysis, Commercial Lending, Loans, Investment Properties, Banking, Credit, New Business Development, Portfolio Management, Commercial Real Estate, Finance, Risk Management, Credit Analysis, Commercial Banking, Leases, Real Estate Transactions, Real Estate Development, Investors, Property Management, Commercial Mortgages, Loan Origination, Lines Of Credit, Real Estate Economics, Refinance, Corporate Real Estate, Location Intelligence, Real Estate Financing, Short Sales, Tenant, Lease Negotiations, Account Management, Customer Service, Investments, Marketing, Marketing Strategy, Real Estate, Sales, Sales Management, Strategic Planning, Team Building, Small Business
Education
Canon Financial Institute
Mastery of Wealth Management
St. Ambrose University 2000 — 2004
BA Finance, Economics with emphasis in Corporate Finance
Ian Peters Ian Peters's New York Life Experience April 2009 - August 2009
Job Computer Support Specialist
Industry Information Technology and Services
Experience
The Orthodox Union June 2010 - Present
Team Wolf Productions 2010 - Present
Parkart July 2009 - Present
New York Life April 2009 - August 2009
Aegis Communications September 2008 - April 2009
JPMorgan Chase August 2007 - August 2008
Carver Federal Savings Bank November 2006 - August 2007
Skills
Troubleshooting, Windows 7, Computer Hardware, Networking, Customer Service, Technical Support, XP, Customer Support, Windows, Help Desk Support, SharePoint, Windows Server, Windows XP, Microsoft Office, Peripherals, Outlook, Analysis, Sales, CRM, Project Planning, Software Installation, Windows 8, VMware View, Active Directory..., Remote User Support
Education
State University of New York - System 2009 — 2010
Information Technology
University of Bridgeport 1998 — 2003
Bachelor of Arts, Literature & Civilizations
The Orthodox Union June 2010 - Present
Team Wolf Productions 2010 - Present
Parkart July 2009 - Present
New York Life April 2009 - August 2009
Aegis Communications September 2008 - April 2009
JPMorgan Chase August 2007 - August 2008
Carver Federal Savings Bank November 2006 - August 2007
Skills
Troubleshooting, Windows 7, Computer Hardware, Networking, Customer Service, Technical Support, XP, Customer Support, Windows, Help Desk Support, SharePoint, Windows Server, Windows XP, Microsoft Office, Peripherals, Outlook, Analysis, Sales, CRM, Project Planning, Software Installation, Windows 8, VMware View, Active Directory..., Remote User Support
Education
State University of New York - System 2009 — 2010
Information Technology
University of Bridgeport 1998 — 2003
Bachelor of Arts, Literature & Civilizations
David R. Hughes , MBA, CLF, LUTCF's New York Life Experience December 2001 - March 2010
Job Managing Partner at New York Life
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
New York Life December 2001 - March 2010
Skills
Financial Recruiting, Training, Hands-on Leadership
Education
University of South Alabama 2000 — 2002
Master of Business Administration (MBA)
Spring Hill College
Bachelor of Science (BS), International Business
New York Life Insurance Company December 2010 - Present
New York Life December 2001 - March 2010
Skills
Financial Recruiting, Training, Hands-on Leadership
Education
University of South Alabama 2000 — 2002
Master of Business Administration (MBA)
Spring Hill College
Bachelor of Science (BS), International Business
Christopher Trainor, CFP® Christopher Trainor, CFP®'s New York Life Experience April 2008 - October 2011
Job Financial Advisor at Burke Financial Strategies
Industry Financial Services
Experience
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Bill Lianides Bill Lianides's New York Life Experience October 2009 - January 2012
Job Professional Employer Consultant
Industry Financial Services
Experience
TriNet August 2015 - Present
AAA Northern California, Nevada & Utah Insurance Exchange April 2012 - August 2015
New York Life October 2009 - January 2012
Five 9 February 2008 - July 2009
Sabrix August 2007 - January 2008
Ellie Mae December 2005 - August 2007
Five9 May 2005 - November 2005
MegaPath Networks February 2004 - May 2005
XO Communications/Concentric Networks November 1999 - January 2004
Skills
Sales, Small Business, Employee Benefits, Lead Generation, Sales Management, Business Development, Leadership, Fixed Annuities, Risk Management, Enterprise Software, SaaS, Strategic Planning, VoIP, Cloud Computing, Qualifying Prospects, Salesforce.com, Life Insurance, Business Networking, Direct Sales, B2B software, Cold Calling, CRM, Retirement, Account Management, Business Analysis, Solution Selling, Customer Service, Marketing, Insurance
Education
San Francisco State University 1986 — 1988
B.S. Degree, Business Administration
TriNet August 2015 - Present
AAA Northern California, Nevada & Utah Insurance Exchange April 2012 - August 2015
New York Life October 2009 - January 2012
Five 9 February 2008 - July 2009
Sabrix August 2007 - January 2008
Ellie Mae December 2005 - August 2007
Five9 May 2005 - November 2005
MegaPath Networks February 2004 - May 2005
XO Communications/Concentric Networks November 1999 - January 2004
Skills
Sales, Small Business, Employee Benefits, Lead Generation, Sales Management, Business Development, Leadership, Fixed Annuities, Risk Management, Enterprise Software, SaaS, Strategic Planning, VoIP, Cloud Computing, Qualifying Prospects, Salesforce.com, Life Insurance, Business Networking, Direct Sales, B2B software, Cold Calling, CRM, Retirement, Account Management, Business Analysis, Solution Selling, Customer Service, Marketing, Insurance
Education
San Francisco State University 1986 — 1988
B.S. Degree, Business Administration
Danica Bravo's New York Life Experience August 2007 - May 2010
Job Admission and Records Assistant I at San Joaquin Delta College
Industry Cosmetics
Experience
San Joaquin Delta College July 2015 - Present
Self Employed June 2000 - Present
UEI College May 2014 - April 2015
Heald College March 2010 - October 2012
New York Life August 2007 - May 2010
In Shape City April 2005 - December 2007
MAC Cosmetics October 2002 - June 2006
Providian Financial October 1998 - April 2002
Skills
Cosmetics, Small Business, Makeup Artistry, Beauty Industry, Retail, Management, Bridal Showers, Social Networking, Marketing, Event Planning, Sales
Education
San Joaquin Delta College 1997 — 2000
N/A, General
San Joaquin Delta College July 2015 - Present
Self Employed June 2000 - Present
UEI College May 2014 - April 2015
Heald College March 2010 - October 2012
New York Life August 2007 - May 2010
In Shape City April 2005 - December 2007
MAC Cosmetics October 2002 - June 2006
Providian Financial October 1998 - April 2002
Skills
Cosmetics, Small Business, Makeup Artistry, Beauty Industry, Retail, Management, Bridal Showers, Social Networking, Marketing, Event Planning, Sales
Education
San Joaquin Delta College 1997 — 2000
N/A, General
Elizabeth Middleton Elizabeth Middleton's New York Life Experience 2003 - 2005
Job Freelance writer
Industry Leisure, Travel & Tourism
Experience
Independent Contractor July 2014 - Present
Treasury Wine Estates September 2013 - June 2014
Treasury Wine Estates January 2013 - August 2013
Treasury Wine Estates January 2012 - January 2013
NAB April 2010 - January 2012
Superpartners July 2008 - April 2010
Ericsson April 2001 - June 2008
New York Life 2003 - 2005
LLBrown (Agency) 1999 - 2001
Ketchum (Agency) 1999 - 1999
Skills
Corporate Communications, Media Relations, Internal Communications, Business Strategy, Employee Engagement, Issues Management, Leadership..., Publications, Financial results..., Event Management, Video Production, Public Relations, Strategic Communications, Leadership, Stakeholder Management, Integrated Marketing, Marketing Communications, Strategy, Brand Management, Advertising, Copywriting, Social Media, Marketing, Crisis Communications, Press Releases, Newsletters, Reputation Management, Marketing Strategy, Change Management, Writing
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BA, Political Science with a minor in Italian
Università degli Studi di Firenze 1994 — 1995
Year long exchange student, Political Science
North Carroll High School 1988 — 1992
HS Diploma, 12
Independent Contractor July 2014 - Present
Treasury Wine Estates September 2013 - June 2014
Treasury Wine Estates January 2013 - August 2013
Treasury Wine Estates January 2012 - January 2013
NAB April 2010 - January 2012
Superpartners July 2008 - April 2010
Ericsson April 2001 - June 2008
New York Life 2003 - 2005
LLBrown (Agency) 1999 - 2001
Ketchum (Agency) 1999 - 1999
Skills
Corporate Communications, Media Relations, Internal Communications, Business Strategy, Employee Engagement, Issues Management, Leadership..., Publications, Financial results..., Event Management, Video Production, Public Relations, Strategic Communications, Leadership, Stakeholder Management, Integrated Marketing, Marketing Communications, Strategy, Brand Management, Advertising, Copywriting, Social Media, Marketing, Crisis Communications, Press Releases, Newsletters, Reputation Management, Marketing Strategy, Change Management, Writing
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BA, Political Science with a minor in Italian
Università degli Studi di Firenze 1994 — 1995
Year long exchange student, Political Science
North Carroll High School 1988 — 1992
HS Diploma, 12
Gail Hollingsworth's New York Life Experience February 2008 - July 2012
Job Financial Services Professional at The Center for Wealth Preservation
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Suffolk County National Bank July 2012 - July 2014
New York Life February 2008 - July 2012
JP Morgan Chase/BNY Investment Center June 1998 - January 2008
Bank of New York January 1996 - June 1998
Bank of New York October 1981 - January 1996
Skills
Insurance, Investments, Finance, Retirement Planning, Financial Planning, Financial Analysis, Leadership, Risk Management, Life Insurance, Sales, Financial Services, Estate Planning, Mutual Funds, Retirement, Portfolio Management, Long-term Care, Fixed Annuities, Series 63, Series 7
Education
State University of New York College at Brockport 1974 — 1977
Bachelor of Science (B.S.), Arts, Entertainment
State University of New York College at Brockport, Deer Park High School 1974 — 1977
Bachelor's of Science
MassMutual Financial Group July 2014 - Present
Suffolk County National Bank July 2012 - July 2014
New York Life February 2008 - July 2012
JP Morgan Chase/BNY Investment Center June 1998 - January 2008
Bank of New York January 1996 - June 1998
Bank of New York October 1981 - January 1996
Skills
Insurance, Investments, Finance, Retirement Planning, Financial Planning, Financial Analysis, Leadership, Risk Management, Life Insurance, Sales, Financial Services, Estate Planning, Mutual Funds, Retirement, Portfolio Management, Long-term Care, Fixed Annuities, Series 63, Series 7
Education
State University of New York College at Brockport 1974 — 1977
Bachelor of Science (B.S.), Arts, Entertainment
State University of New York College at Brockport, Deer Park High School 1974 — 1977
Bachelor's of Science
Garrett Nouchi Garrett Nouchi's New York Life Experience February 2012 - August 2012
Job Credit Specialist at Lending Club
Industry Banking
Experience
Lending Club July 2013 - Present
Bank of Hawaii August 2012 - July 2013
New York Life February 2012 - August 2012
BevMo! September 2011 - January 2012
Skills
Excel, Customer Service, Consumer Debt, Japanese to English..., Retirement Planning, Japanese culture
Education
Santa Clara University - Leavey School of Business 2007 — 2011
BS, Management
Lending Club July 2013 - Present
Bank of Hawaii August 2012 - July 2013
New York Life February 2012 - August 2012
BevMo! September 2011 - January 2012
Skills
Excel, Customer Service, Consumer Debt, Japanese to English..., Retirement Planning, Japanese culture
Education
Santa Clara University - Leavey School of Business 2007 — 2011
BS, Management
Rich Gallo Rich Gallo's New York Life Experience March 1990 - Present
Job Director IT at New York Life
Industry Insurance
Experience
New York Life March 1990 - Present
Skills
Insurance, Disaster Recovery, Vendor Management, Strategic Planning, Business Analysis, Process Improvement, IT Management, IT Strategy, SDLC, Customer Service, Windows Server, Troubleshooting, Risk Management, Budgets, Visio, Requirements Analysis, Microsoft Office
Education
SUNY New Paltz 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
New York Life March 1990 - Present
Skills
Insurance, Disaster Recovery, Vendor Management, Strategic Planning, Business Analysis, Process Improvement, IT Management, IT Strategy, SDLC, Customer Service, Windows Server, Troubleshooting, Risk Management, Budgets, Visio, Requirements Analysis, Microsoft Office
Education
SUNY New Paltz 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Elizabeth Magoun Elizabeth Magoun's New York Life Experience October 2005 - October 2006
Job Consultant * Sabika Austrian Crystal Jewelry
Industry Luxury Goods & Jewelry
Experience
Sabika Austrian Crystal Jewelry January 2014 - Present
Acronis October 2006 - December 2011
New York Life October 2005 - October 2006
Corcoran Mgmt. Company January 2005 - October 2005
Skills
Channel, Channel Partners, Channel Sales, Cloud Computing, Customer Service, Demand Generation, Disaster Recovery, Enterprise Software, Go-to-market Strategy, Leadership, Salesforce.com, Sales Process, Management, Partner Management, Resellers, SaaS, Sales, Sales Enablement, Solution Selling, Start-ups, Storage, Security, Software Industry
Education
Salve Regina University 1998 — 2002
BA, Studio Art, Art History
Sabika Austrian Crystal Jewelry January 2014 - Present
Acronis October 2006 - December 2011
New York Life October 2005 - October 2006
Corcoran Mgmt. Company January 2005 - October 2005
Skills
Channel, Channel Partners, Channel Sales, Cloud Computing, Customer Service, Demand Generation, Disaster Recovery, Enterprise Software, Go-to-market Strategy, Leadership, Salesforce.com, Sales Process, Management, Partner Management, Resellers, SaaS, Sales, Sales Enablement, Solution Selling, Start-ups, Storage, Security, Software Industry
Education
Salve Regina University 1998 — 2002
BA, Studio Art, Art History
Dan Kunhardt's New York Life Experience November 1985 - Present
Job Financial Adviser at Kunhardt Financial & Insurance Strategies
Industry Financial Services
Experience
New York Life November 1985 - Present
Kunhardt Financial & Insurance Strategies March 1986 - Present
Eagle Strategies LLC March 2000 - Present
Kunhardt Financial & Insurance Strategies November 1996 - Present
Skills
Insurance, Retirement Planning, Investments, CLU, ChFC, Long Term Care, 401(k) Rollovers, Estate Planning, Wealth Preservation..., Key Person Protection, Succession Planning, Employee Benefits
Education
Springfield College 1977 — 1979
BS, Rehab Services
Wilbraham Monson Academy 1968 — 1972
HS
The University of Connecticut
MSW, Social Work
New York Life November 1985 - Present
Kunhardt Financial & Insurance Strategies March 1986 - Present
Eagle Strategies LLC March 2000 - Present
Kunhardt Financial & Insurance Strategies November 1996 - Present
Skills
Insurance, Retirement Planning, Investments, CLU, ChFC, Long Term Care, 401(k) Rollovers, Estate Planning, Wealth Preservation..., Key Person Protection, Succession Planning, Employee Benefits
Education
Springfield College 1977 — 1979
BS, Rehab Services
Wilbraham Monson Academy 1968 — 1972
HS
The University of Connecticut
MSW, Social Work
Tad Harry Tad Harry's New York Life Experience August 2000 - January 2001
Job ContinuLink
Industry Hospital & Health Care
Experience
ContinuLink, LLC June 2014 - Present
Promed Solutions August 2010 - June 2014
RxHere January 2007 - May 2010
Maxim Healthcare Services August 2001 - January 2007
Maxim Healthcare Services February 2001 - August 2001
New York Life August 2000 - January 2001
Skills
Meeting Sales/Company..., Sales, Advertising, Account Management, Customer Service, Marketing, Sales Management, New Business Development, Marketing Strategy, Microsoft Office, Direct Sales, Social Media, B2B, Selling, Team Building, Strategic Planning, Healthcare Management, Cold Calling, Leadership, Business Development, Healthcare, Training
Education
Southeastern University
Bachelor of Arts (B.A.), Business Management
ContinuLink, LLC June 2014 - Present
Promed Solutions August 2010 - June 2014
RxHere January 2007 - May 2010
Maxim Healthcare Services August 2001 - January 2007
Maxim Healthcare Services February 2001 - August 2001
New York Life August 2000 - January 2001
Skills
Meeting Sales/Company..., Sales, Advertising, Account Management, Customer Service, Marketing, Sales Management, New Business Development, Marketing Strategy, Microsoft Office, Direct Sales, Social Media, B2B, Selling, Team Building, Strategic Planning, Healthcare Management, Cold Calling, Leadership, Business Development, Healthcare, Training
Education
Southeastern University
Bachelor of Arts (B.A.), Business Management
Danielle Swieter Danielle Swieter's New York Life Experience November 2007 - January 2012
Job Independent Marketing Consultant
Industry Marketing and Advertising
Experience
Heartland Title October 2014 - April 2015
The Growth Coach April 2014 - October 2014
Stewart Title Company August 2013 - April 2014
Wilkins Solutions Texas August 2011 - August 2013
New York Life November 2007 - January 2012
Platinum Air Charters, LLC May 2001 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Negotiation, Sales, Analysis, Leadership, Strategic Planning, Insurance, Team Building, Business Development, Strategy, Management, Marketing, Marketing Strategy, New Business Development, Sales Management
Education
Northlake Community College
San Antonio College
Heartland Title October 2014 - April 2015
The Growth Coach April 2014 - October 2014
Stewart Title Company August 2013 - April 2014
Wilkins Solutions Texas August 2011 - August 2013
New York Life November 2007 - January 2012
Platinum Air Charters, LLC May 2001 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Negotiation, Sales, Analysis, Leadership, Strategic Planning, Insurance, Team Building, Business Development, Strategy, Management, Marketing, Marketing Strategy, New Business Development, Sales Management
Education
Northlake Community College
San Antonio College
Katey Nguyen Katey Nguyen's New York Life Experience July 2007 - April 2008
Job Project Manager at Aruba Networks
Industry Semiconductors
Experience
Aruba Networks October 2012 - Present
Sanmina-SCI May 2011 - October 2012
Sanmina-SCI November 2008 - May 2011
Sanmina-SCI July 2008 - November 2008
New York Life July 2007 - April 2008
Verizon Wireless November 2006 - July 2007
Verizon Wireless November 2006 - July 2007
Sizzler Restaurant September 2002 - November 2006
Rite Aid Drug Store August 2001 - September 2002
Skills
Customer Service, Sales, Customer Satisfaction, Account Management, Marketing, Sales Management, Management, Team Leadership, Leadership, Team Building, Microsoft Excel
Education
San Jose State University 2003 — 2007
Bachelors, Business, Marketing
San Jose State University 2003 — 2007
Bachelor of Science, Business Administration -Marketing
Aruba Networks October 2012 - Present
Sanmina-SCI May 2011 - October 2012
Sanmina-SCI November 2008 - May 2011
Sanmina-SCI July 2008 - November 2008
New York Life July 2007 - April 2008
Verizon Wireless November 2006 - July 2007
Verizon Wireless November 2006 - July 2007
Sizzler Restaurant September 2002 - November 2006
Rite Aid Drug Store August 2001 - September 2002
Skills
Customer Service, Sales, Customer Satisfaction, Account Management, Marketing, Sales Management, Management, Team Leadership, Leadership, Team Building, Microsoft Excel
Education
San Jose State University 2003 — 2007
Bachelors, Business, Marketing
San Jose State University 2003 — 2007
Bachelor of Science, Business Administration -Marketing
Adam Feldstein Adam Feldstein's New York Life Experience December 2005 - March 2008
Job Director, US Client Service at Strategic Insight, an Asset International Company
Industry Financial Services
Experience
Strategic Insight, an Asset International Company October 2013 - Present
Strategic Insight, an Asset International Company December 2009 - Present
New York Life Investment Management January 2009 - December 2009
New York Life Investment Management March 2008 - January 2009
New York Life December 2005 - March 2008
Salomon Brothers Asset Management March 2004 - November 2005
Legg Mason 2003 - 2005
Skills
Mutual Funds, ETFs, Closed-end Funds, Asset Management, Product Development
Education
State University of New York College at Plattsburgh 1997 — 2001
Strategic Insight, an Asset International Company October 2013 - Present
Strategic Insight, an Asset International Company December 2009 - Present
New York Life Investment Management January 2009 - December 2009
New York Life Investment Management March 2008 - January 2009
New York Life December 2005 - March 2008
Salomon Brothers Asset Management March 2004 - November 2005
Legg Mason 2003 - 2005
Skills
Mutual Funds, ETFs, Closed-end Funds, Asset Management, Product Development
Education
State University of New York College at Plattsburgh 1997 — 2001
Joaquin Duke Wilwayco Joaquin Duke Wilwayco's New York Life Experience 1990 - 1991
Job Independent Financial Services Professional
Industry Insurance
Experience
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
Matthew Steinke's New York Life Experience August 2007 - December 2007
Job Director of Finance and Accounting at Qbase
Industry Accounting
Experience
Qbase May 2015 - Present
NutriYield Solutions March 2010 - Present
Steinke Properties February 2006 - Present
Ascendum Solutions February 2015 - April 2015
Qbase June 2008 - February 2015
Wittenberg University 2011 - 2014
Qbase August 2007 - April 2008
New York Life August 2007 - December 2007
Sears, Roebuck and Co. August 2007 - October 2007
Benchmark Custom Homes LLC May 2002 - August 2006
Skills
Financial Analysis, Access, Process Improvement, Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, Leadership, Outlook, Budgets, Team Building, Forecasting, Business Analysis, Accounting, Management, Payroll
Education
Wittenberg University 2005 — 2008
Business Management, Finance, General
St. Joseph's College (IN) 2003 — 2005
Business Management
Qbase May 2015 - Present
NutriYield Solutions March 2010 - Present
Steinke Properties February 2006 - Present
Ascendum Solutions February 2015 - April 2015
Qbase June 2008 - February 2015
Wittenberg University 2011 - 2014
Qbase August 2007 - April 2008
New York Life August 2007 - December 2007
Sears, Roebuck and Co. August 2007 - October 2007
Benchmark Custom Homes LLC May 2002 - August 2006
Skills
Financial Analysis, Access, Process Improvement, Customer Service, Microsoft Office, Data Analysis, Microsoft Excel, Leadership, Outlook, Budgets, Team Building, Forecasting, Business Analysis, Accounting, Management, Payroll
Education
Wittenberg University 2005 — 2008
Business Management, Finance, General
St. Joseph's College (IN) 2003 — 2005
Business Management
Donna Genthe's New York Life Experience June 2004 - November 2009
Job
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company January 2012 - October 2014
New York Life Insurance Company November 2009 - June 2012
New York Life June 2004 - November 2009
ICONMA June 2004 - November 2005
AT&T January 1991 - June 2004
Telcordia August 2000 - May 2001
Sapphire August 2000 - May 2001
Skills
Web Services, SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Requirements Gathering, Software Project..., Enterprise Architecture, SOA, Data Modeling, Systems Analysis, Database Design, Business Requirements, Analytics, Analysis, Data Analysis, Data Integration, Business Process Design, Business Intelligence, IT Strategy, Integration, Databases, Visio, SQL, Software Development, Solution Architecture, Oracle, Project Management, IT Management
Education
George Washington University 1995 — 1997
Certificate
Stevens Institute of Technology 1995 — 1997
MS
The College of New Jersey 1987 — 1991
BS \ CIS
Morris Hills High School 1984 — 1987
High School Degree
TDWI
Tibco
SAS institute
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company January 2012 - October 2014
New York Life Insurance Company November 2009 - June 2012
New York Life June 2004 - November 2009
ICONMA June 2004 - November 2005
AT&T January 1991 - June 2004
Telcordia August 2000 - May 2001
Sapphire August 2000 - May 2001
Skills
Web Services, SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Requirements Gathering, Software Project..., Enterprise Architecture, SOA, Data Modeling, Systems Analysis, Database Design, Business Requirements, Analytics, Analysis, Data Analysis, Data Integration, Business Process Design, Business Intelligence, IT Strategy, Integration, Databases, Visio, SQL, Software Development, Solution Architecture, Oracle, Project Management, IT Management
Education
George Washington University 1995 — 1997
Certificate
Stevens Institute of Technology 1995 — 1997
MS
The College of New Jersey 1987 — 1991
BS \ CIS
Morris Hills High School 1984 — 1987
High School Degree
TDWI
Tibco
SAS institute
Christopher Chin, CPA's New York Life Experience August 2008 - April 2012
Job Compliance Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2012 - Present
New York Life August 2008 - April 2012
Grant Thornton August 2005 - August 2008
Hewlett-Packard Financial Services 2002 - 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, General Ledger, Corporate Finance, US GAAP, GAAP, Financial Accounting, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Bachelor of Science, Accounting
Rutgers University-New Brunswick 1997 — 2002
Bachelor of Arts, Economics
Prudential Financial May 2012 - Present
New York Life August 2008 - April 2012
Grant Thornton August 2005 - August 2008
Hewlett-Packard Financial Services 2002 - 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, General Ledger, Corporate Finance, US GAAP, GAAP, Financial Accounting, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Bachelor of Science, Accounting
Rutgers University-New Brunswick 1997 — 2002
Bachelor of Arts, Economics
Craig Bailey's New York Life Experience 1997 - 1999
Job Account Executive Public Sector TX Local Government at SHI
Industry Information Technology and Services
Experience
SHI International Corp. November 2013 - Present
Dell July 2010 - September 2013
Dell Inc. 2003 - July 2010
Dell 1999 - 2003
New York Life 1997 - 1999
Stephen F. Austin State University 1993 - 1997
Skills
Cross-functional Team..., Forecasting, Management, Leadership, Supply Chain, Project Management, Sales, Project Planning, Inventory Management, Logistics, Lean Manufacturing, Customer Service, Solution Selling, Account Management, Salesforce.com, Process Improvement, Direct Sales, Storage, Sales Management, Business Process..., Sales Process, Vendor Management, Sales Operations, CRM, Product Management, Channel Partners, Team Management, Business Development, SaaS, Cloud Computing, Key Account Management, Selling, Enterprise Software, Product Marketing, Partner Management, Competitive Analysis, Go-to-market Strategy, Sales Enablement, Strategy, Business Alliances, Software Industry, Strategic Partnerships, Lead Generation, Demand Generation, Data Center, Managed Services, Outsourcing, Professional Services, Storage Solutions, Channel Sales
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
SHI International Corp. November 2013 - Present
Dell July 2010 - September 2013
Dell Inc. 2003 - July 2010
Dell 1999 - 2003
New York Life 1997 - 1999
Stephen F. Austin State University 1993 - 1997
Skills
Cross-functional Team..., Forecasting, Management, Leadership, Supply Chain, Project Management, Sales, Project Planning, Inventory Management, Logistics, Lean Manufacturing, Customer Service, Solution Selling, Account Management, Salesforce.com, Process Improvement, Direct Sales, Storage, Sales Management, Business Process..., Sales Process, Vendor Management, Sales Operations, CRM, Product Management, Channel Partners, Team Management, Business Development, SaaS, Cloud Computing, Key Account Management, Selling, Enterprise Software, Product Marketing, Partner Management, Competitive Analysis, Go-to-market Strategy, Sales Enablement, Strategy, Business Alliances, Software Industry, Strategic Partnerships, Lead Generation, Demand Generation, Data Center, Managed Services, Outsourcing, Professional Services, Storage Solutions, Channel Sales
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
John F. Kwacala's New York Life Experience August 2005 - May 2007
Job Financial Counselor at Captial Asset Management Group
Industry Financial Services
Experience
Capital Asset Management Group June 2007 - July 2012
New York Life August 2005 - May 2007
AXA Advisors, LLC January 2003 - July 2005
FutureCom Global, LLC May 1997 - December 2002
Education
Saint John's University 1991 — 1995
Capital Asset Management Group June 2007 - July 2012
New York Life August 2005 - May 2007
AXA Advisors, LLC January 2003 - July 2005
FutureCom Global, LLC May 1997 - December 2002
Education
Saint John's University 1991 — 1995
Doug Perinchief's New York Life Experience January 2009 - Present
Job Financial Services professional at NY Life
Industry Financial Services
Experience
New York Life January 2009 - Present
Weatherstone Mortgage Corp. July 2006 - October 2007
United States Marine Corps 1997 - 2006
Skills
Insurance, Accounting, Funding, Customer Service, Excel
Education
State University of New York - System 2007 — 2009
Accounting
Mineola 1992 — 1996
New York Life January 2009 - Present
Weatherstone Mortgage Corp. July 2006 - October 2007
United States Marine Corps 1997 - 2006
Skills
Insurance, Accounting, Funding, Customer Service, Excel
Education
State University of New York - System 2007 — 2009
Accounting
Mineola 1992 — 1996
David Piatek's New York Life Experience December 2005 - March 2006
Job Air Traffic Controller at FAA
Industry Aviation & Aerospace
Experience
Federal Aviation Administration - FAA July 2008 - Present
PiaTeK Software January 2007 - Present
Den-Mat Corporation December 2007 - July 2008
Piatek Capital, LLC May 2005 - May 2007
Valley Yellow Pages August 2006 - December 2006
New York Life December 2005 - March 2006
Robinsons-May June 2002 - December 2002
Skills
Management, Entrepreneurship, Microsoft Excel, Finance, Customer Service, Access, Team Leadership, Sales, Microsoft Office, Leadership, Coaching, Microsoft Word, Bitcoin
Education
Allan Hancock College 2006 — 2007
ABA, Business Administration
State University of New York College at Brockport 2005 — 2006
Business Administration
University of Arizona 2001 — 2004
Business Administration / Computer Science
Federal Aviation Administration - FAA July 2008 - Present
PiaTeK Software January 2007 - Present
Den-Mat Corporation December 2007 - July 2008
Piatek Capital, LLC May 2005 - May 2007
Valley Yellow Pages August 2006 - December 2006
New York Life December 2005 - March 2006
Robinsons-May June 2002 - December 2002
Skills
Management, Entrepreneurship, Microsoft Excel, Finance, Customer Service, Access, Team Leadership, Sales, Microsoft Office, Leadership, Coaching, Microsoft Word, Bitcoin
Education
Allan Hancock College 2006 — 2007
ABA, Business Administration
State University of New York College at Brockport 2005 — 2006
Business Administration
University of Arizona 2001 — 2004
Business Administration / Computer Science
Erin Cheatwood's New York Life Experience April 2005 - October 2013
Job
Industry Marketing and Advertising
Experience
New York Life Insurance Company October 2013 - Present
New York Life April 2005 - October 2013
Bekaert April 2001 - April 2005
Skills
Marketing Communications, Advertising, Creative Direction, Direct Marketing, Marketing, Marketing Strategy, Public Relations, Strategic Planning, Email Marketing, New Business Development, Online Marketing, Social Media Marketing, Lead Generation, Integrated Marketing
Education
Saint Leo University 1991 — 1995
Bachelor of Fine Arts (BFA), English
New York Life Insurance Company October 2013 - Present
New York Life April 2005 - October 2013
Bekaert April 2001 - April 2005
Skills
Marketing Communications, Advertising, Creative Direction, Direct Marketing, Marketing, Marketing Strategy, Public Relations, Strategic Planning, Email Marketing, New Business Development, Online Marketing, Social Media Marketing, Lead Generation, Integrated Marketing
Education
Saint Leo University 1991 — 1995
Bachelor of Fine Arts (BFA), English
Tony Duenas's New York Life Experience June 2000 - June 2002
Job Special Education Teacher/ Independent Distributor Advocare
Industry Sports
Experience
SASED August 2012 - Present
Pitching/Hitting Instruction January 2009 - Present
Springfield Public Schools 186 August 2009 - August 2012
Sacred Heart-Griffin High School August 2009 - June 2012
Edwardsville School District August 1995 - December 2008
New York Life June 2000 - June 2002
Chicago Cubs August 1987 - August 1990
Skills
Teaching, Classroom
Education
Southern Illinois University, Edwardsville 1984 — 1995
B.S., Special Education
SASED August 2012 - Present
Pitching/Hitting Instruction January 2009 - Present
Springfield Public Schools 186 August 2009 - August 2012
Sacred Heart-Griffin High School August 2009 - June 2012
Edwardsville School District August 1995 - December 2008
New York Life June 2000 - June 2002
Chicago Cubs August 1987 - August 1990
Skills
Teaching, Classroom
Education
Southern Illinois University, Edwardsville 1984 — 1995
B.S., Special Education
Kevin Braunschweiger's New York Life Experience October 2006 - Present
Job Financial Advisor at New York Life
Industry Financial Services
Experience
New York Life October 2006 - Present
Thrivent Financial for Lutherans September 1994 - October 2006
LDI 1993 - 1994
Amateur Electronic Supply September 1978 - October 1993
Skills
Insurance, Series 7, Securities, Customer Service, FINRA, Series 6, Financial Analysis, Mutual Funds, Retirement Planning, Fixed Annuities, Banking, IRAs, Retirement, Educational Funding, Education Funding, Strategic Financial..., Management, Investment Advisory, Financial Services, Sales, Investments, Financial Advisory, Credit, 401k Rollovers, Finance, 401k, Long Term Care Insurance, College Savings Plans, Mortgage Lending, Wealth Management, Wealth Accumulation, Risk Management
Education
The American College 2005 — 2010
LUTCF, Financial Planning
State University of New York Maritime College 1970 — 1974
New York Life October 2006 - Present
Thrivent Financial for Lutherans September 1994 - October 2006
LDI 1993 - 1994
Amateur Electronic Supply September 1978 - October 1993
Skills
Insurance, Series 7, Securities, Customer Service, FINRA, Series 6, Financial Analysis, Mutual Funds, Retirement Planning, Fixed Annuities, Banking, IRAs, Retirement, Educational Funding, Education Funding, Strategic Financial..., Management, Investment Advisory, Financial Services, Sales, Investments, Financial Advisory, Credit, 401k Rollovers, Finance, 401k, Long Term Care Insurance, College Savings Plans, Mortgage Lending, Wealth Management, Wealth Accumulation, Risk Management
Education
The American College 2005 — 2010
LUTCF, Financial Planning
State University of New York Maritime College 1970 — 1974
Nathan Dempsey's New York Life Experience
Job Financial Service Professional at New York Life
Industry Financial Services
Experience
New York Life
Skills
Retirement Planning, Finance, Life Insurance, Sales, Small Business, Fixed Annuities, Insurance, Leadership, Retirement, Estate Planning, Social Networking, Investments, Disability Insurance, Long-term Care, Term Life Insurance
Education
Southern New Hampshire University 2000 — 2004
New York Life
Skills
Retirement Planning, Finance, Life Insurance, Sales, Small Business, Fixed Annuities, Insurance, Leadership, Retirement, Estate Planning, Social Networking, Investments, Disability Insurance, Long-term Care, Term Life Insurance
Education
Southern New Hampshire University 2000 — 2004
Joe Mauceli's New York Life Experience October 1996 - June 2003
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Mortgage Unlimited January 2014 - August 2014
Residential Home Funding May 2013 - January 2014
HSBC August 2010 - February 2013
Wachovia June 2005 - August 2010
Strategies for Wealth Creation & Protection June 2003 - June 2005
New York Life October 1996 - June 2003
Skills
Risk Management, Fixed Income, Mutual Funds, Finance, Investments, Due Diligence, Loans, Refinance, Insurance, Mortgage Lending, Series 7, Equities, Portfolio Management, Banking, Real Estate, Wealth Management
Education
Stevens Institute of Technology 1990 — 1995
BE, Mechanical Engineering
Wells Fargo August 2014 - Present
Mortgage Unlimited January 2014 - August 2014
Residential Home Funding May 2013 - January 2014
HSBC August 2010 - February 2013
Wachovia June 2005 - August 2010
Strategies for Wealth Creation & Protection June 2003 - June 2005
New York Life October 1996 - June 2003
Skills
Risk Management, Fixed Income, Mutual Funds, Finance, Investments, Due Diligence, Loans, Refinance, Insurance, Mortgage Lending, Series 7, Equities, Portfolio Management, Banking, Real Estate, Wealth Management
Education
Stevens Institute of Technology 1990 — 1995
BE, Mechanical Engineering
Chad Kinniburgh's New York Life Experience September 2007 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life September 2007 - Present
242 2007 - 2007
Caritas, Inc August 2005 - August 2006
Diabetes Foundation of Rhode Island December 2002 - May 2005
Education
Skidmore College 1996 — 2000
BA, Government
Seekonk High School 1993 — 1996
New York Life September 2007 - Present
242 2007 - 2007
Caritas, Inc August 2005 - August 2006
Diabetes Foundation of Rhode Island December 2002 - May 2005
Education
Skidmore College 1996 — 2000
BA, Government
Seekonk High School 1993 — 1996
Peter Tornatore's New York Life Experience October 2006 - Present
Job Financial Service Professional at New York Life
Industry Financial Services
Experience
New York Life October 2006 - Present
AXA Advisors April 2006 - October 2006
Education
Seton Hall University 1999 — 2003
New York Life October 2006 - Present
AXA Advisors April 2006 - October 2006
Education
Seton Hall University 1999 — 2003
Jacinda D'Oyen's New York Life Experience 1999 - 2005
Job at Healthesysyems
Industry Information Technology and Services
Experience
Healthesystems March 2015 - Present
Healthesystems October 2012 - Present
Bisk Education August 2012 - October 2012
American Express May 2012 - August 2012
Cox Target Media November 2011 - May 2012
WellCare July 2011 - September 2011
YMCA 2011 - 2011
The Athene Group March 2008 - July 2010
GunnAllen September 2005 - March 2008
New York Life 1999 - 2005
Skills
Management, Test Planning, Test Cases, Business Analysis, SDLC, Project Management, SharePoint, Requirements Gathering, Financial Services, Business Intelligence, Process Improvement, Visio, CRM, Requirements Analysis, SQL, Team Leadership, Leadership, Salesforce.com, Microsoft Excel, Recruiting, Program Management, Microsoft Office
Education
New School University 1996 — 1999
ba, urban studies
Skidmore College 1993 — 1995
Healthesystems March 2015 - Present
Healthesystems October 2012 - Present
Bisk Education August 2012 - October 2012
American Express May 2012 - August 2012
Cox Target Media November 2011 - May 2012
WellCare July 2011 - September 2011
YMCA 2011 - 2011
The Athene Group March 2008 - July 2010
GunnAllen September 2005 - March 2008
New York Life 1999 - 2005
Skills
Management, Test Planning, Test Cases, Business Analysis, SDLC, Project Management, SharePoint, Requirements Gathering, Financial Services, Business Intelligence, Process Improvement, Visio, CRM, Requirements Analysis, SQL, Team Leadership, Leadership, Salesforce.com, Microsoft Excel, Recruiting, Program Management, Microsoft Office
Education
New School University 1996 — 1999
ba, urban studies
Skidmore College 1993 — 1995
Eric Schelling's New York Life Experience October 2003 - Present
Job Partner at New York Life
Industry Insurance
Experience
New York Life October 2003 - Present
Education
San Diego State University-California State University 1983 — 1986
New York Life October 2003 - Present
Education
San Diego State University-California State University 1983 — 1986
Jim Gerard,CLTC,LTCP,CSA's New York Life Experience April 2006 - December 2010
Job Corporate Vice President, LTC Solutions Regional Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
New York Life Long-Term Care July 2011 - Present
New York Life Insurance Company January 2010 - Present
New York Life April 2006 - December 2010
New York Life March 1998 - February 2006
New York Life January 1992 - March 1998
Skills
Long-term Care, Retirement Planning, Retirement, Insurance, Life Insurance, Long Term Care Insurance, Training, Management, Business Planning, Financial Planners, Marketing, Marketing Strategy, Whole Life, Sales, 401k, Variable Annuities, Small Business, Strategic Financial..., Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cardinal Hayes H.S, 1966 — 1970
New York Life Insurance Company September 2013 - Present
New York Life Long-Term Care July 2011 - Present
New York Life Insurance Company January 2010 - Present
New York Life April 2006 - December 2010
New York Life March 1998 - February 2006
New York Life January 1992 - March 1998
Skills
Long-term Care, Retirement Planning, Retirement, Insurance, Life Insurance, Long Term Care Insurance, Training, Management, Business Planning, Financial Planners, Marketing, Marketing Strategy, Whole Life, Sales, 401k, Variable Annuities, Small Business, Strategic Financial..., Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cardinal Hayes H.S, 1966 — 1970
Dana Goldberg's New York Life Experience RepresentativeJeffrey Knight Benefits GroupJanuary 2009 - Present
Job Representative at Jeffrey Knight Benefits Group
Industry Insurance
Experience
New York Life RepresentativeJeffrey Knight Benefits GroupJanuary 2009 - Present
Education
State University of New York at New Paltz 1976 — 1981
New York Life RepresentativeJeffrey Knight Benefits GroupJanuary 2009 - Present
Education
State University of New York at New Paltz 1976 — 1981
Kimberly Bigger's New York Life Experience January 2004 - November 2013
Job Senior Associate, Marketing Operations at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company November 2013 - Present
New York Life Insurance Co April 2005 - November 2013
New York Life January 2004 - November 2013
Aquent April 1999 - January 2004
Skills
Project Management, Insurance, Marketing, Vendor Management, Business Development, Account Management, Baking, Financial Services, Marketing Communications, Multi-channel Marketing, Customer Acquisition, Business Analysis, Marketing Strategy, Marketing Management, Competitive Analysis, Life Insurance, Strategic Partnerships, Product Marketing, Strategy, Budgets, Integrated Marketing, Digital Marketing, Strategic Planning, Management, Cross-functional Team..., Sales, Leadership, Social Networking, New Business Development
Education
Saint Michael's College 1989 — 1993
Bachelor of Arts (B.A.), Fine Arts, Painting
New York Life Insurance Company November 2013 - Present
New York Life Insurance Co April 2005 - November 2013
New York Life January 2004 - November 2013
Aquent April 1999 - January 2004
Skills
Project Management, Insurance, Marketing, Vendor Management, Business Development, Account Management, Baking, Financial Services, Marketing Communications, Multi-channel Marketing, Customer Acquisition, Business Analysis, Marketing Strategy, Marketing Management, Competitive Analysis, Life Insurance, Strategic Partnerships, Product Marketing, Strategy, Budgets, Integrated Marketing, Digital Marketing, Strategic Planning, Management, Cross-functional Team..., Sales, Leadership, Social Networking, New Business Development
Education
Saint Michael's College 1989 — 1993
Bachelor of Arts (B.A.), Fine Arts, Painting
Lilian Mai's New York Life Experience January 2008 - March 2011
Job On Premise Partnership Director at Ultimate Staffing
Industry Financial Services
Experience
Ultimate Staffing April 2015 - Present
Ultimate Staffing July 2012 - Present
Ultimate Staffing February 2011 - July 2012
New York Life January 2008 - March 2011
Skills
Strategic Planning, Cold Calling, Account Management, Salesforce.com, Business Development, Customer Service, Leadership, Applicant Tracking..., Technical Recruiting, Temporary Placement, Team Building, Time Management, Recruiting, Sales Management, Management, Sales, Employee Benefits, CRM, Employee Relations, Training, New Business Development, Talent Acquisition, Call Centers, Human Resources, Sourcing, Vendor Management, Internet Recruiting, Interviews, Executive Search, Staffing Services, Contract Recruitment, Onboarding, College Recruiting, Hiring, Screening Resumes, Temporary Staffing
Education
San Jose State University 2002 — 2008
B.S., Business Administration, Concentration in Management
San Jose State University
Ultimate Staffing April 2015 - Present
Ultimate Staffing July 2012 - Present
Ultimate Staffing February 2011 - July 2012
New York Life January 2008 - March 2011
Skills
Strategic Planning, Cold Calling, Account Management, Salesforce.com, Business Development, Customer Service, Leadership, Applicant Tracking..., Technical Recruiting, Temporary Placement, Team Building, Time Management, Recruiting, Sales Management, Management, Sales, Employee Benefits, CRM, Employee Relations, Training, New Business Development, Talent Acquisition, Call Centers, Human Resources, Sourcing, Vendor Management, Internet Recruiting, Interviews, Executive Search, Staffing Services, Contract Recruitment, Onboarding, College Recruiting, Hiring, Screening Resumes, Temporary Staffing
Education
San Jose State University 2002 — 2008
B.S., Business Administration, Concentration in Management
San Jose State University
Christopher Fredo, CLU, LUTCF's New York Life Experience November 2010 - Present
Job Senior Development Manager
Industry Financial Services
Experience
New York Life November 2010 - Present
New York Life Insurance Company March 2007 - November 2010
New York Life Insurance Company March 2004 - March 2007
Enterprise Rent-A-Car 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Investments, Securities, Succession Planning, Strategic Planning, Mutual Funds, Sales Management, Coaching, Financial Services, Leadership Development, Team Building
Education
FINRA Series 6, 7, 26, 63
Finra Series 7, 6, 26, 63
The American College
CLU, LUTCF
Saint Michael's College 1991 — 1995
BS, Business Administration
Hebron Academy 1990 — 1991
Lunenburg High School 1987 — 1990
New York Life November 2010 - Present
New York Life Insurance Company March 2007 - November 2010
New York Life Insurance Company March 2004 - March 2007
Enterprise Rent-A-Car 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Investments, Securities, Succession Planning, Strategic Planning, Mutual Funds, Sales Management, Coaching, Financial Services, Leadership Development, Team Building
Education
FINRA Series 6, 7, 26, 63
Finra Series 7, 6, 26, 63
The American College
CLU, LUTCF
Saint Michael's College 1991 — 1995
BS, Business Administration
Hebron Academy 1990 — 1991
Lunenburg High School 1987 — 1990
Kevin Leonte's New York Life Experience January 2001 - September 2011
Job Corporate Vice President: Business Analytics at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2011 - September 2012
New York Life January 2001 - September 2011
ClientLogic 1998 - December 2000
LCS Industries 1993 - 1998
Skills
SAS, SQL, Shell Scripting, Excel, PowerPoint, Microsoft Office, Insurance, Business Objects, Unix, Word, Business Objects Web..., Toad, Excel Macros, Microsoft Excel, Analytics, Microsoft Word, Segmentation, Marketing Research, Data Analysis, Database Marketing, Business Analysis, Marketing Analytics, Predictive Analytics, Analysis, Spotfire, SharePoint, Data Mining, Predictive Modeling
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BA, Marketing
Lyndhurst High School 1984 — 1988
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2011 - September 2012
New York Life January 2001 - September 2011
ClientLogic 1998 - December 2000
LCS Industries 1993 - 1998
Skills
SAS, SQL, Shell Scripting, Excel, PowerPoint, Microsoft Office, Insurance, Business Objects, Unix, Word, Business Objects Web..., Toad, Excel Macros, Microsoft Excel, Analytics, Microsoft Word, Segmentation, Marketing Research, Data Analysis, Database Marketing, Business Analysis, Marketing Analytics, Predictive Analytics, Analysis, Spotfire, SharePoint, Data Mining, Predictive Modeling
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BA, Marketing
Lyndhurst High School 1984 — 1988
Chris Cuneo's New York Life Experience August 2006 - Present
Job Corporate Vice President
Industry Insurance
Experience
New York Life August 2006 - Present
New York Life Insurance Company April 2002 - August 2006
New York Life Insurance Company April 1999 - April 2002
New York Life Insurance Company June 1998 - April 1999
Skills
Financial Analysis, Financial Services, Insurance, Leadership, Life Insurance, Performance Management, Whole Life, Term Life Insurance, Fixed Annuities, Underwriting
Education
Salisbury University 1992 — 1996
New York Life August 2006 - Present
New York Life Insurance Company April 2002 - August 2006
New York Life Insurance Company April 1999 - April 2002
New York Life Insurance Company June 1998 - April 1999
Skills
Financial Analysis, Financial Services, Insurance, Leadership, Life Insurance, Performance Management, Whole Life, Term Life Insurance, Fixed Annuities, Underwriting
Education
Salisbury University 1992 — 1996
Jason Worthen's New York Life Experience November 2004 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life November 2004 - Present
Donald Jones Consulting & Service March 2002 - September 2004
Education
The University of Texas at Arlington 1995 — 1997
Stephen F. Austin State University 1994 — 1995
Finance
New York Life November 2004 - Present
Donald Jones Consulting & Service March 2002 - September 2004
Education
The University of Texas at Arlington 1995 — 1997
Stephen F. Austin State University 1994 — 1995
Finance
Andrea Samson's New York Life Experience July 2008 - November 2009
Job Independent Consultant for Touchstone Crystal & Professional Ice Skating Instructor
Industry Information Services
Experience
Independent Consultant for Touchstone Crystal & Professional Ice Skating Instructor January 2013 - Present
Xerox September 2011 - February 2012
Consultant at Deutsche Bank November 2009 - April 2010
New York Life July 2008 - November 2009
Merck February 2000 - February 2008
US Figure Skating 1997 - 1997
Skills
Vendor Management, Program Management, Process Improvement, Figure Skating, ITIL, Project Management, Cross-functional Team..., IT Strategy, Leadership, Change Management, Six Sigma, Project Portfolio..., Project Planning, Information Technology, SDLC, PMP, Business Process
Education
Syracuse University 1998 — 2000
MS in Information Resource Management, Information Science & Technology
State University of New York College at Geneseo 1992 — 1996
BS Business Management, Business Management
Independent Consultant for Touchstone Crystal & Professional Ice Skating Instructor January 2013 - Present
Xerox September 2011 - February 2012
Consultant at Deutsche Bank November 2009 - April 2010
New York Life July 2008 - November 2009
Merck February 2000 - February 2008
US Figure Skating 1997 - 1997
Skills
Vendor Management, Program Management, Process Improvement, Figure Skating, ITIL, Project Management, Cross-functional Team..., IT Strategy, Leadership, Change Management, Six Sigma, Project Portfolio..., Project Planning, Information Technology, SDLC, PMP, Business Process
Education
Syracuse University 1998 — 2000
MS in Information Resource Management, Information Science & Technology
State University of New York College at Geneseo 1992 — 1996
BS Business Management, Business Management
Joseph Sommer's New York Life Experience April 2006 - April 2011
Job Director at AIG
Industry Financial Services
Experience
AIG May 2011 - Present
New York Life April 2006 - April 2011
inVentiv Health 2001 - 2006
Skills
Financial Analysis, Strategic Financial..., SEC filings, Mergers, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions, Financial Modeling, Internal Controls, US GAAP, Due Diligence, Financial Reporting, GAAP, Business Valuation
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance & Corp. Strategy
Seton Hall University 1992 — 1994
MST-Advanced, Taxation
JCHS
AIG May 2011 - Present
New York Life April 2006 - April 2011
inVentiv Health 2001 - 2006
Skills
Financial Analysis, Strategic Financial..., SEC filings, Mergers, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions, Financial Modeling, Internal Controls, US GAAP, Due Diligence, Financial Reporting, GAAP, Business Valuation
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance & Corp. Strategy
Seton Hall University 1992 — 1994
MST-Advanced, Taxation
JCHS
Cecilia Chiriac's New York Life Experience March 2008 - Present
Job Financial Analyst
Industry Insurance
Experience
New York Life March 2008 - Present
New York Life Insurance 2008 - Present
Fremont Investment and Loan April 2001 - March 2007
Education
Saddleback College 2001 — 2002
New York Life March 2008 - Present
New York Life Insurance 2008 - Present
Fremont Investment and Loan April 2001 - March 2007
Education
Saddleback College 2001 — 2002
Anthony Jerrick's New York Life Experience September 2007 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life September 2007 - Present
Education
State University of New York Empire State College 2003 — 2007
New York Life September 2007 - Present
Education
State University of New York Empire State College 2003 — 2007
Cheryl Marconi's New York Life Experience 1997 - 1999
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Lift Personal Training September 2011 - Present
Cheryl Marconi Communications August 2000 - August 2011
Fidelity Investments May 1999 - August 2000
New York Life 1997 - 1999
Scudder Investments 1994 - 1997
Simon and Schuster 1990 - 1994
Skills
Writing, Editing, Health, Books, Newsletters, Marketing Materials, Copywriting, Blogging, Retirement Planning, Corporate Communications, Brochures, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Journalism
Lift Personal Training September 2011 - Present
Cheryl Marconi Communications August 2000 - August 2011
Fidelity Investments May 1999 - August 2000
New York Life 1997 - 1999
Scudder Investments 1994 - 1997
Simon and Schuster 1990 - 1994
Skills
Writing, Editing, Health, Books, Newsletters, Marketing Materials, Copywriting, Blogging, Retirement Planning, Corporate Communications, Brochures, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Journalism
Christian Buccola's New York Life Experience May 2005 - March 2011
Job Senior Agency Standards Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life May 2005 - March 2011
ING July 2001 - May 2005
Pacific Life Insurance March 2000 - June 2001
Royal Alliance Associates 1996 - 2000
AIG SunAmerica 1993 - 1996
Education
State University of New York College at Plattsburgh 1990 — 1992
Bachelor of Science, International Business
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life May 2005 - March 2011
ING July 2001 - May 2005
Pacific Life Insurance March 2000 - June 2001
Royal Alliance Associates 1996 - 2000
AIG SunAmerica 1993 - 1996
Education
State University of New York College at Plattsburgh 1990 — 1992
Bachelor of Science, International Business
Christian Pearson's New York Life Experience November 2006 - Present
Job Multi Media Director at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments September 2015 - Present
New York Life November 2006 - Present
REFCO LLC February 2005 - July 2006
Mercedes-Benz USA September 2004 - January 2005
Sotheby's October 2000 - September 2004
Skills
Advertising, Digital Marketing, Marketing Strategy, Direct Marketing, Creative Direction, Video, Marketing, Post Production, Graphic Design
Education
Rutgers University 1996 — 2000
Bachelor's degree, Graphic Design
Golspie High School - Scotland, UK 1982 — 1986
Tedder Junior School - Thornaby, England, UK 1978 — 1982
New York Life & MainStay Investments September 2015 - Present
New York Life November 2006 - Present
REFCO LLC February 2005 - July 2006
Mercedes-Benz USA September 2004 - January 2005
Sotheby's October 2000 - September 2004
Skills
Advertising, Digital Marketing, Marketing Strategy, Direct Marketing, Creative Direction, Video, Marketing, Post Production, Graphic Design
Education
Rutgers University 1996 — 2000
Bachelor's degree, Graphic Design
Golspie High School - Scotland, UK 1982 — 1986
Tedder Junior School - Thornaby, England, UK 1978 — 1982
Somer Fox's New York Life Experience Account ManagerKathleen Banse State Farm AgentAugust 2006 - December 2007
Job Owner, New York Life
Industry Financial Services
Experience
New York Life Account ManagerKathleen Banse State Farm AgentAugust 2006 - December 2007
Education
Sam Houston State University 2002 — 2004
New York Life Account ManagerKathleen Banse State Farm AgentAugust 2006 - December 2007
Education
Sam Houston State University 2002 — 2004
Daniel Lindsay C.P.M, MBA's New York Life Experience March 2009 - July 2010
Job Experienced Purchasing Procurement Professional.
Industry Financial Services
Experience
New York Life March 2009 - July 2010
Bear Stearns October 2006 - August 2008
American Express Business Travel 2006 - 2006
Prudential 1986 - 2004
Pru Financial 1986 - 2004
Prudential Financial 1986 - 2004
Skills
Contract Negotiation, Vendor Management, Risk Management, Purchasing, Procurement, Sourcing, Talent Management, Management, Negotiation, Strategic Sourcing, Analysis, Project Management, Training, Process Improvement, Cross-functional Team..., Leadership
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
Wolmer's Schools
New York Life March 2009 - July 2010
Bear Stearns October 2006 - August 2008
American Express Business Travel 2006 - 2006
Prudential 1986 - 2004
Pru Financial 1986 - 2004
Prudential Financial 1986 - 2004
Skills
Contract Negotiation, Vendor Management, Risk Management, Purchasing, Procurement, Sourcing, Talent Management, Management, Negotiation, Strategic Sourcing, Analysis, Project Management, Training, Process Improvement, Cross-functional Team..., Leadership
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
Wolmer's Schools
Larry Cook's New York Life Experience August 1986 - January 1990
Job Owner, Cook & Cook
Industry Financial Services
Experience
Cook & Cook January 1976 - Present
New York Life August 1986 - January 1990
National Airlines May 1965 - June 1976
Skills
Strategic Planning, Customer Service, Financial Advisory, Small Business, New Business Development, Event Management, Marketing, Investments, Entrepreneurship, Team Building, Finance, Life Insurance, Financial Planners, Retirement Planning, Strategic Financial..., Business Planning, Long-Term Care Insurance, Individual Health..., Group Health Insurance, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Charitable Gift..., Disability Income..., Dental Insurance, Vision Insurance, 401K Plans, Individual IRA, Roth IRA, Estate Planning, Health Insurance, Insurance, Wealth, Wealth Accumulation, Sales, 401k, Disability Insurance, Long Term Care Insurance, Financial Planning
Education
San Diego State University 1972 — 1975
Masters Degree, Finance
San Diego State University-California State University 1963 — 1969
Bachelor's degree, Marketing/Management
Cook & Cook January 1976 - Present
New York Life August 1986 - January 1990
National Airlines May 1965 - June 1976
Skills
Strategic Planning, Customer Service, Financial Advisory, Small Business, New Business Development, Event Management, Marketing, Investments, Entrepreneurship, Team Building, Finance, Life Insurance, Financial Planners, Retirement Planning, Strategic Financial..., Business Planning, Long-Term Care Insurance, Individual Health..., Group Health Insurance, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Charitable Gift..., Disability Income..., Dental Insurance, Vision Insurance, 401K Plans, Individual IRA, Roth IRA, Estate Planning, Health Insurance, Insurance, Wealth, Wealth Accumulation, Sales, 401k, Disability Insurance, Long Term Care Insurance, Financial Planning
Education
San Diego State University 1972 — 1975
Masters Degree, Finance
San Diego State University-California State University 1963 — 1969
Bachelor's degree, Marketing/Management
Stephanie McFarlane's New York Life Experience 1997 - 2009
Job Insurance Professional
Industry Insurance
Experience
METROPOLITIAN LIFE INSURANCE COMPANY April 2008 - August 2009
WellCare April 2007 - April 2009
New York Life 1997 - 2009
New York Life Insurance Company January 1997 - January 2006
New York Life Insurance Company January 1999 - January 2005
New York Life Insurance Company January 1997 - January 1999
Education
Saint Leo University 1999 — 2001
BA, HUMAN RESOURCES ADMINISTRATION
NOVA SOUTEASTERN UNIVERSITY
MASTER OF ARTS, BUSINESS ADMINISTRATION (2003)
NOVA SOUTHEASTERN UNIVERSITY
MASTER OF SCIENCE, HUMAN RESOURCES MANAGEMENT (2004)
METROPOLITIAN LIFE INSURANCE COMPANY April 2008 - August 2009
WellCare April 2007 - April 2009
New York Life 1997 - 2009
New York Life Insurance Company January 1997 - January 2006
New York Life Insurance Company January 1999 - January 2005
New York Life Insurance Company January 1997 - January 1999
Education
Saint Leo University 1999 — 2001
BA, HUMAN RESOURCES ADMINISTRATION
NOVA SOUTEASTERN UNIVERSITY
MASTER OF ARTS, BUSINESS ADMINISTRATION (2003)
NOVA SOUTHEASTERN UNIVERSITY
MASTER OF SCIENCE, HUMAN RESOURCES MANAGEMENT (2004)
Josephine Pappas's New York Life Experience March 2012 - July 2012
Job Senior Vice President, Operational Effectiveness at QBE North America
Industry Insurance
Experience
QBE North America March 2015 - Present
Everis November 2013 - February 2015
AIG 2012 - 2013
New York Life March 2012 - July 2012
New York Life June 2009 - February 2012
MetLife August 2005 - May 2009
MetLife February 2002 - August 2005
MetLife June 1997 - February 2002
MetLife October 1984 - June 1997
Skills
Strategy, Change Management, Insurance, Outsourcing, Process Improvement, Vendor Management, Cross-functional Team..., PMO, Business Transformation, Strategic Planning, Business Process..., Program Management, Leadership, Business Strategy, Project Management, Executive Management, Business Planning, Operations Management, Mergers & Acquisitions, Service Operations, Operational Excellence, Integration, Acquisition Integration, Spanish, Team Management, Customer Experience, Mergers, Management, Team Leadership, KPI Dashboards, Customer Service, Customer Satisfaction, IT Solutions, Budget Management, People Management, Coaching & Mentoring, Staff Development, Strategic Communications, Cross-functional..., Global Operations, Global Cross-Functional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Smith College
Certificate, Consortium 2000: Executive Leadership Program for Women
Saint John's University 1980 — 1984
B.S., Finance
QBE North America March 2015 - Present
Everis November 2013 - February 2015
AIG 2012 - 2013
New York Life March 2012 - July 2012
New York Life June 2009 - February 2012
MetLife August 2005 - May 2009
MetLife February 2002 - August 2005
MetLife June 1997 - February 2002
MetLife October 1984 - June 1997
Skills
Strategy, Change Management, Insurance, Outsourcing, Process Improvement, Vendor Management, Cross-functional Team..., PMO, Business Transformation, Strategic Planning, Business Process..., Program Management, Leadership, Business Strategy, Project Management, Executive Management, Business Planning, Operations Management, Mergers & Acquisitions, Service Operations, Operational Excellence, Integration, Acquisition Integration, Spanish, Team Management, Customer Experience, Mergers, Management, Team Leadership, KPI Dashboards, Customer Service, Customer Satisfaction, IT Solutions, Budget Management, People Management, Coaching & Mentoring, Staff Development, Strategic Communications, Cross-functional..., Global Operations, Global Cross-Functional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Smith College
Certificate, Consortium 2000: Executive Leadership Program for Women
Saint John's University 1980 — 1984
B.S., Finance
Clifford Dugan, CLU, ChFC's New York Life Experience June 2002 - November 2004
Job Vice President Marsh Private Client Life Insurance Services
Industry Financial Services
Experience
Marsh Private Client Life Insurance Services November 2008 - Present
Marsh 2008 - Present
John Hancock December 2005 - February 2008
New York Life June 2002 - November 2004
New York Life April 1987 - June 2002
Education
Southeast Missouri State University
Marsh Private Client Life Insurance Services November 2008 - Present
Marsh 2008 - Present
John Hancock December 2005 - February 2008
New York Life June 2002 - November 2004
New York Life April 1987 - June 2002
Education
Southeast Missouri State University
J. Ruben Arroyo's New York Life Experience August 2007 - Present
Job Licensed Agent, New York Life
Industry Investment Management
Experience
New York Life August 2007 - Present
ATT Wireless February 2005 - August 2007
Cingular Wireless 2001 - 2005
Lacks Furniture 1999 - 2001
Recreation Division (City of Hollister) 1993 - 1996
Education
State of Texas 2007 — 2007
Group License, Life, Disablity, Health and Long Term Care
Sam Houston State University 2002 — 2006
Blinn College 2000 — 2001
Associates, Liberal Arts
Blinn College 1996 — 2000
Associates, Science
New York Life August 2007 - Present
ATT Wireless February 2005 - August 2007
Cingular Wireless 2001 - 2005
Lacks Furniture 1999 - 2001
Recreation Division (City of Hollister) 1993 - 1996
Education
State of Texas 2007 — 2007
Group License, Life, Disablity, Health and Long Term Care
Sam Houston State University 2002 — 2006
Blinn College 2000 — 2001
Associates, Liberal Arts
Blinn College 1996 — 2000
Associates, Science
Brett Utnick's New York Life Experience July 1999 - May 2002
Job Senior Vice President at Macquarie Bank
Industry Banking
Experience
Macquarie Group March 2013 - Present
Macquarie Group March 2010 - March 2013
Barclays Capital September 2008 - March 2010
Lehman Brothers December 2005 - September 2008
Johnson & Johnson December 2004 - November 2005
New York Life July 1999 - May 2002
Skills
Equities, Wealth Management, Securities, Reconciliations, Regulatory Requirements, Business Systems..., Client Services, Offshoring, People Management, Change Management, Management, Financial Services, Fixed Income, Derivatives, Capital Markets, Risk Management, Operational Risk, FINRA, Settlement, Finance, Equity Trading, Business Analysis, Options, Back Office, Collateral Management, Financial Risk, Mutual Funds, Operational Risk..., Cash Management, Product Control, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
BA, Science of Management & Labor
Rutgers University-New Brunswick 1997 — 1999
BA, Management & Labor Relations
Macquarie Group March 2013 - Present
Macquarie Group March 2010 - March 2013
Barclays Capital September 2008 - March 2010
Lehman Brothers December 2005 - September 2008
Johnson & Johnson December 2004 - November 2005
New York Life July 1999 - May 2002
Skills
Equities, Wealth Management, Securities, Reconciliations, Regulatory Requirements, Business Systems..., Client Services, Offshoring, People Management, Change Management, Management, Financial Services, Fixed Income, Derivatives, Capital Markets, Risk Management, Operational Risk, FINRA, Settlement, Finance, Equity Trading, Business Analysis, Options, Back Office, Collateral Management, Financial Risk, Mutual Funds, Operational Risk..., Cash Management, Product Control, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
BA, Science of Management & Labor
Rutgers University-New Brunswick 1997 — 1999
BA, Management & Labor Relations
Bassie Lee, CLU, ChFC's New York Life Experience June 1974 - Present
Job Senior Agent/Reg. Rep. at New York Life
Industry Insurance
Experience
New York Life June 1974 - Present
Skills
Fixed Annuities, Disability Insurance, Health Insurance, Long-term Care, Retirement Planning, Life Insurance, IRAs, Investments, Mutual Funds, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Pensions, Variable Products, education funding
Education
San Jose State University 1970 — 1974
B.S., Business
New York Life June 1974 - Present
Skills
Fixed Annuities, Disability Insurance, Health Insurance, Long-term Care, Retirement Planning, Life Insurance, IRAs, Investments, Mutual Funds, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Pensions, Variable Products, education funding
Education
San Jose State University 1970 — 1974
B.S., Business
Lillian Poz's New York Life Experience 2001 - 2002
Job Data Warehouse Professional
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. June 2015 - Present
JPMorgan Chase & Co. November 2010 - June 2015
WellCare July 2010 - November 2010
Threshold Consulting Services April 2007 - June 2010
Gentiva Health Services August 2006 - April 2007
Verizon 2003 - 2006
New York Life 2001 - 2002
Prudential Insurance August 2000 - April 2001
MetLife April 1999 - August 2000
Associated Merchandising Corporation April 1998 - April 1999
Skills
SDLC, Data Warehousing, Business Analysis, ETL, Requirements Analysis, Business Intelligence, SQL, Data Modeling, Integration, Informatica
Education
Stevens Institute of Technology 1996 — 1999
Master of Science, Management
Stevens Institute of Technology 1996 — 1999
MS Management, Information Management
Raymond James Financial, Inc. June 2015 - Present
JPMorgan Chase & Co. November 2010 - June 2015
WellCare July 2010 - November 2010
Threshold Consulting Services April 2007 - June 2010
Gentiva Health Services August 2006 - April 2007
Verizon 2003 - 2006
New York Life 2001 - 2002
Prudential Insurance August 2000 - April 2001
MetLife April 1999 - August 2000
Associated Merchandising Corporation April 1998 - April 1999
Skills
SDLC, Data Warehousing, Business Analysis, ETL, Requirements Analysis, Business Intelligence, SQL, Data Modeling, Integration, Informatica
Education
Stevens Institute of Technology 1996 — 1999
Master of Science, Management
Stevens Institute of Technology 1996 — 1999
MS Management, Information Management
Ken Tanner's New York Life Experience 2000 - 2003
Job Associate Underwriter at Morstan General Agency
Industry Insurance
Experience
Morstan General Agency August 2012 - Present
Bass Underwriters August 2008 - June 2012
TRG Insurance 2005 - 2007
Humana 2003 - 2005
New York Life 2000 - 2003
McKesson October 2000 - October 2002
Education
St. Petersburg College 2012 — 2012
Bachelor of Business Administration (B.B.A.), Business, 2014 Graduation Date
Morstan General Agency August 2012 - Present
Bass Underwriters August 2008 - June 2012
TRG Insurance 2005 - 2007
Humana 2003 - 2005
New York Life 2000 - 2003
McKesson October 2000 - October 2002
Education
St. Petersburg College 2012 — 2012
Bachelor of Business Administration (B.B.A.), Business, 2014 Graduation Date
John Vaccaro's New York Life Experience May 1982 - Present
Job Entrepreneur
Industry Insurance
Experience
New York Life May 1982 - Present
New York Life Insurance 1982 - 2008
Skills
Fixed Annuities, Risk Management, Investments, Retirement Planning, Mutual Funds, Life Insurance, Securities, Financial Services, Insurance, Series 7, Retirement, Asset Management, Leadership, Series 63
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
New York Life May 1982 - Present
New York Life Insurance 1982 - 2008
Skills
Fixed Annuities, Risk Management, Investments, Retirement Planning, Mutual Funds, Life Insurance, Securities, Financial Services, Insurance, Series 7, Retirement, Asset Management, Leadership, Series 63
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
Paul A. Lagattuta's New York Life Experience January 2009 - Present
Job at Registered Investment Division
Industry Insurance
Experience
New York Life Insurance Company January 2010 - Present
New York Life January 2009 - Present
New York Life Insurance Company January 1997 - Present
New York Life Insurance Company January 1994 - Present
Skills
Competitive Analysis, Business Ethics, Channel, Financial Services, Insurance, Securities, Investments, Series 7, Fixed Annuities, Retirement Planning, Relationship Management, 401k, Life Insurance, Portfolio Management, Risk Management, Estate Planning, Strategy, Wealth Management, Strategic Financial..., Strategic Planning, Disability Insurance, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
State University of New York College at Oneonta 1983 — 1987
BA, History
New York Life Insurance Company January 2010 - Present
New York Life January 2009 - Present
New York Life Insurance Company January 1997 - Present
New York Life Insurance Company January 1994 - Present
Skills
Competitive Analysis, Business Ethics, Channel, Financial Services, Insurance, Securities, Investments, Series 7, Fixed Annuities, Retirement Planning, Relationship Management, 401k, Life Insurance, Portfolio Management, Risk Management, Estate Planning, Strategy, Wealth Management, Strategic Financial..., Strategic Planning, Disability Insurance, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
State University of New York College at Oneonta 1983 — 1987
BA, History
Dani Lynn Robison's New York Life Experience 2006 - 2008
Job CoFounder at REI Rockstars
Industry Real Estate
Experience
REI Rockstars October 2010 - Present
Owner Finance Home Store August 2010 - Present
Listing Rx October 2009 - Present
FDR Investors April 2009 - Present
Home Options Made Easy September 2008 - Present
FDR & Associates September 2008 - Present
Homes By Owner of Austin March 2010 - February 2014
Exclusively Auctions February 2009 - March 2010
New York Life 2006 - 2008
Park West Gallery 1998 - 2005
Skills
Real Estate, Short Sales, Investment Properties, Sellers, Foreclosures, Investors, Relocation, First Time Home Buyers, Residential Homes, REO, Investments, Real Property, Mortgage Lending, Real Estate Financing, Commercial Real Estate, Single Family Homes, Vacation Homes, Rentals, Buyer Representation, Referrals, Luxury, Brokerage, Apartments, Real Estate Transactions, New Home Sales, Townhomes, Buyers, Sales, Property Management, SFR, Seniors, FHA, Real Estate Economics, Finance, Real Estate Investor, Property, Listings, New Homes, Resellers, Selling, Home Staging, Move Up Buyers, 1031 Exchanges, HUD, Condos
Education
Southeastern University 1990 — 1995
BA, Music
REI Rockstars October 2010 - Present
Owner Finance Home Store August 2010 - Present
Listing Rx October 2009 - Present
FDR Investors April 2009 - Present
Home Options Made Easy September 2008 - Present
FDR & Associates September 2008 - Present
Homes By Owner of Austin March 2010 - February 2014
Exclusively Auctions February 2009 - March 2010
New York Life 2006 - 2008
Park West Gallery 1998 - 2005
Skills
Real Estate, Short Sales, Investment Properties, Sellers, Foreclosures, Investors, Relocation, First Time Home Buyers, Residential Homes, REO, Investments, Real Property, Mortgage Lending, Real Estate Financing, Commercial Real Estate, Single Family Homes, Vacation Homes, Rentals, Buyer Representation, Referrals, Luxury, Brokerage, Apartments, Real Estate Transactions, New Home Sales, Townhomes, Buyers, Sales, Property Management, SFR, Seniors, FHA, Real Estate Economics, Finance, Real Estate Investor, Property, Listings, New Homes, Resellers, Selling, Home Staging, Move Up Buyers, 1031 Exchanges, HUD, Condos
Education
Southeastern University 1990 — 1995
BA, Music
Jennifer Soma's New York Life Experience December 1998 - September 2007
Job Life Specialist at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services October 2007 - Present
New York Life December 1998 - September 2007
Daktronics January 1997 - August 1998
Skills
Insurance, Retirement, Life Insurance, Fixed Annuities, Sales, Term Life Insurance, Small Business, Sales Management, Risk Management, Financial Services, Disability Insurance, Long-term Care
Education
South Dakota State University 1991 — 1996
Economics, Business Economics/Spanish
Farm Bureau Financial Services October 2007 - Present
New York Life December 1998 - September 2007
Daktronics January 1997 - August 1998
Skills
Insurance, Retirement, Life Insurance, Fixed Annuities, Sales, Term Life Insurance, Small Business, Sales Management, Risk Management, Financial Services, Disability Insurance, Long-term Care
Education
South Dakota State University 1991 — 1996
Economics, Business Economics/Spanish
Ray Hegg's New York Life Experience August 1970 - May 1990
Job Owner at RJH Financial
Industry Financial Services
Experience
RJH Financial August 2002 - Present
RJH Financial 2002 - 2009
New York Life August 1970 - May 1990
Education
South Dakota State University 1964 — 1970
BS, Business
RJH Financial August 2002 - Present
RJH Financial 2002 - 2009
New York Life August 1970 - May 1990
Education
South Dakota State University 1964 — 1970
BS, Business
Shamir Patel's New York Life Experience January 2003 - November 2008
Job Network Engineer at AECOM
Industry Insurance
Experience
AECOM December 2013 - Present
Dealogic January 2012 - December 2013
D.F. King & Co., Inc. November 2008 - December 2011
New York Life January 2003 - November 2008
Skills
VMware, Active Directory, ITIL, VPN, Firewalls, Cisco Technologies, Routers, Disaster Recovery, Citrix, Data Center, Networking, Microsoft Exchange, Servers, Vendor Management, Infrastructure, F5 BigIP, Catalyst Switches, Solarwinds, Checkpoint, Cisco IOS, Cisco ASA, Cisco Wireless, Cisco Security, Security
Education
St. Louis Community College 1998 — 2000
A.A, Computer - IT
AECOM December 2013 - Present
Dealogic January 2012 - December 2013
D.F. King & Co., Inc. November 2008 - December 2011
New York Life January 2003 - November 2008
Skills
VMware, Active Directory, ITIL, VPN, Firewalls, Cisco Technologies, Routers, Disaster Recovery, Citrix, Data Center, Networking, Microsoft Exchange, Servers, Vendor Management, Infrastructure, F5 BigIP, Catalyst Switches, Solarwinds, Checkpoint, Cisco IOS, Cisco ASA, Cisco Wireless, Cisco Security, Security
Education
St. Louis Community College 1998 — 2000
A.A, Computer - IT
James Dorschel ChFC, LUTCF, LTCP's New York Life Experience June 2001 - June 2006
Job FSA at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance June 2006 - Present
New York Life June 2001 - June 2006
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Insurance, Health Insurance, Umbrella Insurance, Commercial Insurance, Renters, Whole Life, Universal Life, Legal Liability, Homeowners
Education
San Diego State University-California State University 1967 — 1971
BS, Business
Crawford High School 1965 — 1967
State Farm Insurance June 2006 - Present
New York Life June 2001 - June 2006
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Insurance, Health Insurance, Umbrella Insurance, Commercial Insurance, Renters, Whole Life, Universal Life, Legal Liability, Homeowners
Education
San Diego State University-California State University 1967 — 1971
BS, Business
Crawford High School 1965 — 1967
Jennifer Rubiano's New York Life Experience 2004 - Present
Job Senior Treasury Analyst at New York Life
Industry Insurance
Experience
Sandvik May 2015 - Present
New York Life 2004 - Present
Skills
Asset Allocation, Cash Flow Forecasting, Cash Management, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investments, Mutual Funds, Strategic Financial..., Asset Management, Accounting, Customer Service, Due Diligence, Financial Planning, Insurance, Risk Management, Treasury, Finance
Education
Saint Peter's University
Bachelor's Degree, Accounting and Finance
Sandvik May 2015 - Present
New York Life 2004 - Present
Skills
Asset Allocation, Cash Flow Forecasting, Cash Management, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investments, Mutual Funds, Strategic Financial..., Asset Management, Accounting, Customer Service, Due Diligence, Financial Planning, Insurance, Risk Management, Treasury, Finance
Education
Saint Peter's University
Bachelor's Degree, Accounting and Finance
Merri Nannarone's New York Life Experience June 2006 - June 2013
Job Sr. Business Analyst / Perficient
Industry Financial Services
Experience
Perficient August 2013 - Present
New York Life June 2006 - June 2013
Pension Parameters Financial Services 2005 - 2006
CGI 2004 - 2005
MetLife 2003 - 2004
Merrill Lynch 1990 - 2002
Skills
Financial Services, Mutual Funds, Relationship Management, 401k, Process Improvement, Retirement, Employee Benefits, Business Analysis, Team Leadership, Mentoring Of Staff, Qualified Retirement..., Management, Project Management, ERISA, Delivering Results
Education
Seton Hall University 1982 — 1986
BA, Political Science
Seton Hall University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Perficient August 2013 - Present
New York Life June 2006 - June 2013
Pension Parameters Financial Services 2005 - 2006
CGI 2004 - 2005
MetLife 2003 - 2004
Merrill Lynch 1990 - 2002
Skills
Financial Services, Mutual Funds, Relationship Management, 401k, Process Improvement, Retirement, Employee Benefits, Business Analysis, Team Leadership, Mentoring Of Staff, Qualified Retirement..., Management, Project Management, ERISA, Delivering Results
Education
Seton Hall University 1982 — 1986
BA, Political Science
Seton Hall University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Ken Rende's New York Life Experience 1986 - 1991
Job Head Of Wealth Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2009 - Present
Neuberger Berman January 2000 - December 2008
Neuberger Berman April 1991 - December 1999
New York Life 1986 - 1991
Education
State University of New York College at Geneseo 1985 — 1986
Accounting
Neuberger Berman January 2009 - Present
Neuberger Berman January 2000 - December 2008
Neuberger Berman April 1991 - December 1999
New York Life 1986 - 1991
Education
State University of New York College at Geneseo 1985 — 1986
Accounting
Sheila Dowling's New York Life Experience July 2008 - May 2009
Job Treasury Management Consultant at Wells Fargo
Industry Banking
Experience
Bank of America July 2015 - Present
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Wells Fargo September 2010 - August 2012
Wells Fargo June 2009 - September 2010
New York Life July 2008 - May 2009
TCF Bank October 2006 - August 2008
Skills
Sales, Salesforce.com, Team Building, Process Improvement, Business Analysis, Account Management, Banking, Commercial Banking, Credit, Credit Analysis, Customer Service, Finance, Financial Services, Portfolio Management, Relationship Management, Loans, Management
Education
St. Catherine University 2004 — 2008
Bachelors, Business to Business Selling
Riverdale High School 2000 — 2004
Bank of America July 2015 - Present
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Wells Fargo September 2010 - August 2012
Wells Fargo June 2009 - September 2010
New York Life July 2008 - May 2009
TCF Bank October 2006 - August 2008
Skills
Sales, Salesforce.com, Team Building, Process Improvement, Business Analysis, Account Management, Banking, Commercial Banking, Credit, Credit Analysis, Customer Service, Finance, Financial Services, Portfolio Management, Relationship Management, Loans, Management
Education
St. Catherine University 2004 — 2008
Bachelors, Business to Business Selling
Riverdale High School 2000 — 2004
Daniel Dinh's New York Life Experience February 2009 - May 2009
Job Chief Operating Officer at Solomid Corporation
Industry Financial Services
Experience
Solomid Corporation October 2014 - Present
Altas Realty April 2009 - April 2010
AIESEC December 2008 - December 2009
New York Life February 2009 - May 2009
Abalone Development & Realty Inc. October 2005 - February 2009
Education
San Jose State University 2007 — 2019
Bachelor of Business Administration (BBA), Finance, General
San Jose State University 2007 — 2009
Finance, General
Solomid Corporation October 2014 - Present
Altas Realty April 2009 - April 2010
AIESEC December 2008 - December 2009
New York Life February 2009 - May 2009
Abalone Development & Realty Inc. October 2005 - February 2009
Education
San Jose State University 2007 — 2019
Bachelor of Business Administration (BBA), Finance, General
San Jose State University 2007 — 2009
Finance, General
Raul Wong's New York Life Experience July 1995 - March 1999
Job Information Services Professional
Industry Information Services
Experience
Verisk Analytics 2009 - Present
UBS Wealth Management July 2005 - December 2008
Paine Webber April 2002 - June 2005
PaineWebber March 1999 - March 2002
New York Life July 1995 - March 1999
New York Life September 1991 - June 1995
New York Life June 1985 - August 1991
People Express Airlines 1982 - 1985
Education
Saint Peter's University 1981 — 1985
B.S. Computer Science, Computer Programmer/Information Technology
Verisk Analytics 2009 - Present
UBS Wealth Management July 2005 - December 2008
Paine Webber April 2002 - June 2005
PaineWebber March 1999 - March 2002
New York Life July 1995 - March 1999
New York Life September 1991 - June 1995
New York Life June 1985 - August 1991
People Express Airlines 1982 - 1985
Education
Saint Peter's University 1981 — 1985
B.S. Computer Science, Computer Programmer/Information Technology
John Meyn's New York Life Experience January 1975 - Present
Job Registered Representative at New York Life
Industry Insurance
Experience
New York Life January 1975 - Present
Education
San Jose State University 1962 — 1964
B.S., Real Estate & Finance
New York Life January 1975 - Present
Education
San Jose State University 1962 — 1964
B.S., Real Estate & Finance
James Wironen's New York Life Experience 1995 - 1996
Job Vice President Strategic Partnerships at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Tim Halwas's New York Life Experience September 2013 - June 2015
Job Financial Services Professional at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2015 - Present
NYLIFE Securities LLC September 2013 - Present
New York Life September 2013 - June 2015
Love Envelopes May 2004 - April 2013
Atlantic Envelope Company May 1995 - May 2004
Universal Computer Systems February 1993 - May 1995
Skills
Insurance, Retirement, Small Business, Retirement Planning, Asset Protection, Estate Planning, Time Management, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Thought Leadership, Communication, Multi-tasking Skills, Business Networking, Business Development, Business Insurance..., Buy/Sell Agreements
Education
Sam Houston State University 1987 — 1992
Bachelor of Arts (BA), Marketing
Conroe High school 1984 — 1986
MassMutual Financial Group July 2015 - Present
NYLIFE Securities LLC September 2013 - Present
New York Life September 2013 - June 2015
Love Envelopes May 2004 - April 2013
Atlantic Envelope Company May 1995 - May 2004
Universal Computer Systems February 1993 - May 1995
Skills
Insurance, Retirement, Small Business, Retirement Planning, Asset Protection, Estate Planning, Time Management, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Thought Leadership, Communication, Multi-tasking Skills, Business Networking, Business Development, Business Insurance..., Buy/Sell Agreements
Education
Sam Houston State University 1987 — 1992
Bachelor of Arts (BA), Marketing
Conroe High school 1984 — 1986
Dirk Welzien's New York Life Experience 2008 - Present
Job Licensed Agent at New York Life
Industry Insurance
Experience
New York Life 2008 - Present
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Whole Life, Long Term Care Insurance, Retirement Planning, Universal Life, Insurance, IRAs, College Savings Plans, Retirement, Health Insurance, Estate Planning, Mutual Funds, Financial Planners, Strategic Financial...
Education
San Jose State University 1981 — 1989
BS, International Business
New York Life 2008 - Present
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Whole Life, Long Term Care Insurance, Retirement Planning, Universal Life, Insurance, IRAs, College Savings Plans, Retirement, Health Insurance, Estate Planning, Mutual Funds, Financial Planners, Strategic Financial...
Education
San Jose State University 1981 — 1989
BS, International Business
Lori Brocker's New York Life Experience Director - TrainingNew York Life Insurance2006 - Present
Job Director of Training at New York Life
Industry Insurance
Experience
New York Life Director - TrainingNew York Life Insurance2006 - Present
CRW Insurance Services May 1995 - January 2005
Education
Silver Lake College 1978 — 1979
Home Economics
New York Life Director - TrainingNew York Life Insurance2006 - Present
CRW Insurance Services May 1995 - January 2005
Education
Silver Lake College 1978 — 1979
Home Economics
Kevin Sabella's New York Life Experience February 2002 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life February 2002 - Present
NYLIFE Securities, LLC February 2002 - Present
Mr. Menu catering March 1997 - November 2001
The Equitable Life Assurance Company February 1983 - June 1993
Skills
401k Rollovers, Investments, Retirement, Life Insurance, Retirement Planning, Term Life Insurance, Insurance, Estate Planning, Annuity Sales, IRA rollovers, Key Person Insurance, licensed in Long Term..., Permanent Life Insurance, Business Insurance..., Business Succession..., Supplements to Employee..., Fixed Annuities, Securities
Education
St. John's University 1977 — 1981
Business, Management, Marketing, and Related Support Services
New York Life February 2002 - Present
NYLIFE Securities, LLC February 2002 - Present
Mr. Menu catering March 1997 - November 2001
The Equitable Life Assurance Company February 1983 - June 1993
Skills
401k Rollovers, Investments, Retirement, Life Insurance, Retirement Planning, Term Life Insurance, Insurance, Estate Planning, Annuity Sales, IRA rollovers, Key Person Insurance, licensed in Long Term..., Permanent Life Insurance, Business Insurance..., Business Succession..., Supplements to Employee..., Fixed Annuities, Securities
Education
St. John's University 1977 — 1981
Business, Management, Marketing, and Related Support Services
Kristy Henning, PHR's New York Life Experience October 2002 - March 2006
Job Manager, Human Resources at CUSO Financial Services, LP
Industry Human Resources
Experience
CUSO Financial Services, LP September 2014 - Present
CUSO Financial Services, LP & Sorrento Pacific Financial, LLC June 2011 - August 2014
Biotronik September 2008 - February 2011
HighPoint Personnel May 2006 - September 2008
New York Life October 2002 - March 2006
Skills
Contract Negotiation, Human Resources, SuccessFactors, Employee Benefits, Onboarding, Recruiting, Personnel Management, Program Management, Employee Relations, HRIS, Performance Management
Education
San Diego State University-California State University 2002 — 2005
Bachelors of Arts, International Business
CUSO Financial Services, LP September 2014 - Present
CUSO Financial Services, LP & Sorrento Pacific Financial, LLC June 2011 - August 2014
Biotronik September 2008 - February 2011
HighPoint Personnel May 2006 - September 2008
New York Life October 2002 - March 2006
Skills
Contract Negotiation, Human Resources, SuccessFactors, Employee Benefits, Onboarding, Recruiting, Personnel Management, Program Management, Employee Relations, HRIS, Performance Management
Education
San Diego State University-California State University 2002 — 2005
Bachelors of Arts, International Business
Conor McCabe's New York Life Experience August 2008 - Present
Job Senior Associate Finance at New York Life
Industry Insurance
Experience
New York Life August 2008 - Present
Skills
Insurance, Financial Reporting, Microsoft Office, Microsoft Excel, Oracle, Project Management, Valuation, Reporting & Analysis, SharePoint...
Education
State University of New York College at Oneonta 2001 — 2005
Bachelor's degree
New York Life August 2008 - Present
Skills
Insurance, Financial Reporting, Microsoft Office, Microsoft Excel, Oracle, Project Management, Valuation, Reporting & Analysis, SharePoint...
Education
State University of New York College at Oneonta 2001 — 2005
Bachelor's degree
James J. Gerard's New York Life Experience October 2008 - January 2010
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company January 2010 - September 2013
New York Life October 2008 - January 2010
New York Life April 1998 - October 2008
New York Life 1992 - 1998
New York Life Insurance Company January 1984 - June 1992
New York Life Insurance Company May 1980 - January 1984
New York Life Insurance Company November 1975 - May 1980
Skills
Marketing, Management, Training, Sales, Market Planning, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Financial Services, Long-term Care, Leadership, Strategic Planning, Series 6
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
BS-Mgt., Management and Economics
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company January 2010 - September 2013
New York Life October 2008 - January 2010
New York Life April 1998 - October 2008
New York Life 1992 - 1998
New York Life Insurance Company January 1984 - June 1992
New York Life Insurance Company May 1980 - January 1984
New York Life Insurance Company November 1975 - May 1980
Skills
Marketing, Management, Training, Sales, Market Planning, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Financial Services, Long-term Care, Leadership, Strategic Planning, Series 6
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
BS-Mgt., Management and Economics
Odell Stewart Jr.'s New York Life Experience August 2005 - Present
Job Dedicated Agent, servicing families and owners of small business with investments,insurance and retirement planning .
Industry Financial Services
Experience
New York Life August 2005 - Present
New York Life Insurance Company August 2005 - Present
MassMutual Financial Group July 1995 - August 2005
Skills
Retirement Planning, Investment Strategies, Insurance, Investments, Income Protection, Life Insurance, Licensed in Long Term..., Estate Planning, Lifetime income..., Retirement, Supplements to Employee..., IRAs, Small Business..., IRA rollover, 401-k rollover, Key Person Insurance, Annuity Sales, Financial Services, Business Insurance..., LUTCF, Series 6, College Savings Plans, 401k Rollovers
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1973
Bachelor of Applied Science (B.A.Sc.)
New York Life August 2005 - Present
New York Life Insurance Company August 2005 - Present
MassMutual Financial Group July 1995 - August 2005
Skills
Retirement Planning, Investment Strategies, Insurance, Investments, Income Protection, Life Insurance, Licensed in Long Term..., Estate Planning, Lifetime income..., Retirement, Supplements to Employee..., IRAs, Small Business..., IRA rollover, 401-k rollover, Key Person Insurance, Annuity Sales, Financial Services, Business Insurance..., LUTCF, Series 6, College Savings Plans, 401k Rollovers
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1973
Bachelor of Applied Science (B.A.Sc.)
Jen O'Brien Gilbride's New York Life Experience 2004 - Present
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life 2004 - Present
New York Life Insurance Company July 2013 - Present
Skills
Life Insurance, Strategic Communications, Internal Communications, Leadership, Insurance, Strategy, Team Building, Financial Services, Change Management
Education
Siena College 1987 — 1991
BA, English
New York Life 2004 - Present
New York Life Insurance Company July 2013 - Present
Skills
Life Insurance, Strategic Communications, Internal Communications, Leadership, Insurance, Strategy, Team Building, Financial Services, Change Management
Education
Siena College 1987 — 1991
BA, English
Shanshan Xu, CPA's New York Life Experience October 2002 - November 2002
Job Accounting Manager at Lumenis
Industry Financial Services
Experience
Lumenis March 2013 - Present
HGST, a Western Digital company May 2012 - March 2013
HGST, a Western Digital company July 2009 - May 2012
Deloitte & Touche 2006 - July 2009
Ernst & Young 2003 - 2005
New York Life October 2002 - November 2002
Skills
Internal Controls, Auditing, GAAP, Accounting, Internal Audit, Variance Analysis, Account Reconciliation, Financial Statements, Cash Flow, Sarbanes-Oxley
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Master, Accounting
Shanghai University of Finance and Economics 1999 — 2003
Bachelor, Management Information Systems
Lumenis March 2013 - Present
HGST, a Western Digital company May 2012 - March 2013
HGST, a Western Digital company July 2009 - May 2012
Deloitte & Touche 2006 - July 2009
Ernst & Young 2003 - 2005
New York Life October 2002 - November 2002
Skills
Internal Controls, Auditing, GAAP, Accounting, Internal Audit, Variance Analysis, Account Reconciliation, Financial Statements, Cash Flow, Sarbanes-Oxley
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Master, Accounting
Shanghai University of Finance and Economics 1999 — 2003
Bachelor, Management Information Systems
Ginger Beck's New York Life Experience 1979 - 2009
Job Office Manager at
Industry Financial Services
Experience
NYL January 1981 - Present
farmers 2007 - 2009
new york life 1979 - 2009
bank ofamerica 1968 - 1973
teller 1968 - 1973
bank of america 1968 - 1973
bank of america 1968 - 1973
Education
San Jose State University 1967 — 1972
Santa Clara University 1967 — 1972
San Jose City College 1967 — 1969
aa, early shildhood
NYL January 1981 - Present
farmers 2007 - 2009
new york life 1979 - 2009
bank ofamerica 1968 - 1973
teller 1968 - 1973
bank of america 1968 - 1973
bank of america 1968 - 1973
Education
San Jose State University 1967 — 1972
Santa Clara University 1967 — 1972
San Jose City College 1967 — 1969
aa, early shildhood
Curtis Hoang's New York Life Experience 1999 - March 2001
Job Food Safety Supervisor at Save Mart Supermarkets
Industry Retail
Experience
Save Mart Supermarkets February 2008 - Present
Savemart Supermarket April 1999 - February 2008
New York Life 1999 - March 2001
Education
San Jose State University 1999 — 2002
B.S, Business Administration
Save Mart Supermarkets February 2008 - Present
Savemart Supermarket April 1999 - February 2008
New York Life 1999 - March 2001
Education
San Jose State University 1999 — 2002
B.S, Business Administration
Lee Moore's New York Life Experience 1996 - 1999
Job V.P. Division Sales Manager at Youngs Market Company
Industry Wine and Spirits
Experience
Youngs Market Company August 2013 - Present
American Wine and Spirits October 2010 - August 2013
Regal Wine Company September 2009 - October 2010
Young's Market Company 2003 - 2008
Scott Marlow 2000 - 2002
New York Life 1996 - 1999
Charthouse Restaurants 1991 - 1995
Chart House Restaurant 1986 - 1991
Skills
Wine, Alcoholic Beverages, Wineries, Food Pairing, Wine Tasting, Winemaking, Distributors, Beverage Industry, Beer, Key Account Development, Sales Management, IRI, Champagne, Sales, National Accounts, Brand Management, Food, Pricing, Food & Beverage, Nielsen, Pricing Strategy, Market Planning, Wine & Spirits Industry, Restaurants, Brand Development, Distributed Team..., Mountain Biking
Education
San Diego State University-California State University 1984 — 1990
BA, Political Science / History
Arcadia High School
University of Redlands
Youngs Market Company August 2013 - Present
American Wine and Spirits October 2010 - August 2013
Regal Wine Company September 2009 - October 2010
Young's Market Company 2003 - 2008
Scott Marlow 2000 - 2002
New York Life 1996 - 1999
Charthouse Restaurants 1991 - 1995
Chart House Restaurant 1986 - 1991
Skills
Wine, Alcoholic Beverages, Wineries, Food Pairing, Wine Tasting, Winemaking, Distributors, Beverage Industry, Beer, Key Account Development, Sales Management, IRI, Champagne, Sales, National Accounts, Brand Management, Food, Pricing, Food & Beverage, Nielsen, Pricing Strategy, Market Planning, Wine & Spirits Industry, Restaurants, Brand Development, Distributed Team..., Mountain Biking
Education
San Diego State University-California State University 1984 — 1990
BA, Political Science / History
Arcadia High School
University of Redlands
Maryanne Schwing's New York Life Experience December 2005 - May 2009
Job Senior Accountant at New York Life
Industry Accounting
Experience
New York Life December 2005 - May 2009
Skills
Financial Analysis, Insurance, Accounting, Financial Reporting, GAAP, Account Reconciliation, General Ledger, Financial Statements, Financial Accounting, Fund Accounting, US GAAP, Investments, Variance Analysis, Accounts Payable, Financial Services, Financial Statement..., Accruals, SEC filings
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1997
BS, Accounting and Economics
New York Life December 2005 - May 2009
Skills
Financial Analysis, Insurance, Accounting, Financial Reporting, GAAP, Account Reconciliation, General Ledger, Financial Statements, Financial Accounting, Fund Accounting, US GAAP, Investments, Variance Analysis, Accounts Payable, Financial Services, Financial Statement..., Accruals, SEC filings
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1997
BS, Accounting and Economics
Marianne Gardner's New York Life Experience March 1986 - Present
Job Corporate Vice President Controllers at New York Life
Industry Insurance
Experience
New York Life March 1986 - Present
Skills
Insurance, Leadership, Customer Service, Life Insurance, Microsoft Office, Team Building, Accounting, SAP ERP, SAP Implementation, Management, Risk Management
Education
State University of New York College at Oneonta
New York Life March 1986 - Present
Skills
Insurance, Leadership, Customer Service, Life Insurance, Microsoft Office, Team Building, Accounting, SAP ERP, SAP Implementation, Management, Risk Management
Education
State University of New York College at Oneonta
Gina Kessler's New York Life Experience September 2014 - Present
Job Accounting Manager at NYL Investors
Industry Financial Services
Experience
New York Life September 2014 - Present
Skills
Risk Management, Asset Management, Due Diligence, Project Management
Education
St. John's University 1993 — 1995
Master's Degree, Taxation
St. John's University 1986 — 1990
Bachelor's Degree, Accounting
New York Life September 2014 - Present
Skills
Risk Management, Asset Management, Due Diligence, Project Management
Education
St. John's University 1993 — 1995
Master's Degree, Taxation
St. John's University 1986 — 1990
Bachelor's Degree, Accounting
Maggie Kirk's New York Life Experience 2005 - 2007
Job Agent/ Owner at Insurance Agency (privately held)
Industry Insurance
Experience
Insurance Agency (privately held) AgentFarmers Insurance2007 - 2009
New York Life 2005 - 2007
legg Mason 2000 - 2006
Smith Barney 2000 - 2006
Education
San Jacinto College 1986 — 1990
Insurance Agency (privately held) AgentFarmers Insurance2007 - 2009
New York Life 2005 - 2007
legg Mason 2000 - 2006
Smith Barney 2000 - 2006
Education
San Jacinto College 1986 — 1990
jeffrey oberdorf's New York Life Experience September 1997 - September 2001
Job agnecy development manager, colonial life
Industry Financial Services
Experience
Colonial Life July 2011 - Present
baltimore life 2008 - 2009
allstate August 2001 - August 2008
new york life September 1997 - September 2001
Education
Saint Vincent College 1982 — 1986
ba, english
Colonial Life July 2011 - Present
baltimore life 2008 - 2009
allstate August 2001 - August 2008
new york life September 1997 - September 2001
Education
Saint Vincent College 1982 — 1986
ba, english
Christopher Petrocelli, CFA's New York Life Experience May 2009 - August 2009
Job Analyst at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal November 2012 - Present
Hudson Valley Bank July 2010 - November 2012
AR Schmeidler November 2011 - February 2012
David E. Bjorklund Fund January 2010 - May 2010
Siena Investment & Research Association January 2010 - May 2010
New York Life May 2009 - August 2009
New York Life May 2008 - August 2008
Education
Siena College 2006 — 2010
B.S, Finance
University of Limerick 2008 — 2008
Alvarez & Marsal November 2012 - Present
Hudson Valley Bank July 2010 - November 2012
AR Schmeidler November 2011 - February 2012
David E. Bjorklund Fund January 2010 - May 2010
Siena Investment & Research Association January 2010 - May 2010
New York Life May 2009 - August 2009
New York Life May 2008 - August 2008
Education
Siena College 2006 — 2010
B.S, Finance
University of Limerick 2008 — 2008
Hal Milligan's New York Life Experience November 2004 - February 2008
Job Academic Evening Coordinator/Adjunct Instructor
Industry Higher Education
Experience
Utica School of Commerce December 2014 - Present
SUNY Delhi September 2012 - January 2015
Bryant & Stratton College January 2004 - January 2015
St. Joseph’s Hospital January 2014 - November 2014
Bryant & Stratton College September 2010 - December 2013
Cornell Cooperative Extension April 2009 - March 2010
BNY Mellon March 2008 - March 2009
New York Life November 2004 - February 2008
SUNY-Upstate Medical University April 1999 - October 2004
Skills
Higher Education, Curriculum Design, Microsoft Word, Coaching, Microsoft Office, Program Management, Budgets, Time Management, Outlook, Teaching, PowerPoint, Microsoft Excel, Recruiting, Team Leadership, Editing, Event Management, Leadership, Grant Writing, Curriculum Development, Critical Thinking, College Teaching, Data Analysis, Marketing, Management, Data Entry, Software Documentation, Training, Team Building, Windows, Healthcare, Teamwork, Social Media, Customer Service, Facebook, System Administration, Fundraising, Event Planning, Social Networking, Resume Writing, Public Speaking, Supervisory Skills, Policy, Access, Program Development, Sales, Adult Education, Student Affairs, Career Counseling, Employee Relations, Research
Education
State University of New York College at Oswego 1999 — 2003
M.B.A., Business
Saint John Fisher College 1981 — 1985
B.S., Computer Science
Utica School of Commerce
Utica School of Commerce December 2014 - Present
SUNY Delhi September 2012 - January 2015
Bryant & Stratton College January 2004 - January 2015
St. Joseph’s Hospital January 2014 - November 2014
Bryant & Stratton College September 2010 - December 2013
Cornell Cooperative Extension April 2009 - March 2010
BNY Mellon March 2008 - March 2009
New York Life November 2004 - February 2008
SUNY-Upstate Medical University April 1999 - October 2004
Skills
Higher Education, Curriculum Design, Microsoft Word, Coaching, Microsoft Office, Program Management, Budgets, Time Management, Outlook, Teaching, PowerPoint, Microsoft Excel, Recruiting, Team Leadership, Editing, Event Management, Leadership, Grant Writing, Curriculum Development, Critical Thinking, College Teaching, Data Analysis, Marketing, Management, Data Entry, Software Documentation, Training, Team Building, Windows, Healthcare, Teamwork, Social Media, Customer Service, Facebook, System Administration, Fundraising, Event Planning, Social Networking, Resume Writing, Public Speaking, Supervisory Skills, Policy, Access, Program Development, Sales, Adult Education, Student Affairs, Career Counseling, Employee Relations, Research
Education
State University of New York College at Oswego 1999 — 2003
M.B.A., Business
Saint John Fisher College 1981 — 1985
B.S., Computer Science
Utica School of Commerce
Mark Korshavn's New York Life Experience April 2010 - July 2010
Job Currently Seeking a Position in Sales
Industry Real Estate
Experience
KB Home August 2013 - April 2015
KB Home 2013 - 2013
WIRELESS EVERMORE, INC – New Braunfels TX October 2010 - November 2011
NEW YORK LIFE April 2010 - July 2010
ATTENDED COLLEGE May 2009 - December 2009
ALTA CIMA CORP October 2008 - April 2009
Bella Vista Homes April 2007 - March 2008
Keller Williams Realty February 2006 - November 2006
BLUEBONNET MOTORS, INC July 2005 - December 2005
SANTA MARGARITA FORD January 2002 - March 2005
Skills
Customer Satisfaction, Management, Direct Sales, Real Estate, Selling, Sales, New Home Sales
Education
Saddleback College 1986 — 1996
Associate, Math
Saddleback Community College 1986 — 1996
Associates Degree, Computer Science
KB Home August 2013 - April 2015
KB Home 2013 - 2013
WIRELESS EVERMORE, INC – New Braunfels TX October 2010 - November 2011
NEW YORK LIFE April 2010 - July 2010
ATTENDED COLLEGE May 2009 - December 2009
ALTA CIMA CORP October 2008 - April 2009
Bella Vista Homes April 2007 - March 2008
Keller Williams Realty February 2006 - November 2006
BLUEBONNET MOTORS, INC July 2005 - December 2005
SANTA MARGARITA FORD January 2002 - March 2005
Skills
Customer Satisfaction, Management, Direct Sales, Real Estate, Selling, Sales, New Home Sales
Education
Saddleback College 1986 — 1996
Associate, Math
Saddleback Community College 1986 — 1996
Associates Degree, Computer Science
Ray Brau's New York Life Experience November 2011 - May 2013
Job Independent Insurance Professional
Industry Insurance
Experience
New York Life November 2011 - May 2013
Combined Insurance April 2011 - January 2012
Aflac 2009 - 2010
Farmers 2007 - 2010
US Bancorp 2002 - 2006
Morgan Stanley Dean Witter 1997 - 2002
Skills
Insurance, Fixed Annuities, Health Insurance, Property Casualty..., Employee Benefits, Long Term Care Insurance, Disability Insurance, Casualty, Teambuilding, Training Leadership, General Insurance, Property & Casualty..., Long-term Care, Sales, Retirement Planning, Commercial Insurance, Life Insurance, Team Building, Whole Life, Term Life Insurance, Underwriting, Universal Life, Brokers, Retirement, Financial Services, 401k, Series 6, Umbrella Insurance, IRAs, Workers Compensation, Critical Illness, Health Savings Accounts, Professional Liability, Liability, Accident, Legal Liability, Small Business, Commercial Lines, Financial Planners, Medicare, Homeowners, Claim, Mutual Funds, Estate Planning, Strategic Financial..., Series 63, Group Insurance, Finance, Agents, Variable Annuities
Education
St. John's University 1979 — 1983
BS
new york life univeristy
New York Life November 2011 - May 2013
Combined Insurance April 2011 - January 2012
Aflac 2009 - 2010
Farmers 2007 - 2010
US Bancorp 2002 - 2006
Morgan Stanley Dean Witter 1997 - 2002
Skills
Insurance, Fixed Annuities, Health Insurance, Property Casualty..., Employee Benefits, Long Term Care Insurance, Disability Insurance, Casualty, Teambuilding, Training Leadership, General Insurance, Property & Casualty..., Long-term Care, Sales, Retirement Planning, Commercial Insurance, Life Insurance, Team Building, Whole Life, Term Life Insurance, Underwriting, Universal Life, Brokers, Retirement, Financial Services, 401k, Series 6, Umbrella Insurance, IRAs, Workers Compensation, Critical Illness, Health Savings Accounts, Professional Liability, Liability, Accident, Legal Liability, Small Business, Commercial Lines, Financial Planners, Medicare, Homeowners, Claim, Mutual Funds, Estate Planning, Strategic Financial..., Series 63, Group Insurance, Finance, Agents, Variable Annuities
Education
St. John's University 1979 — 1983
BS
new york life univeristy
Susan Norton, CLTC's New York Life Experience 2005 - 2010
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2011 - Present
Mass Mutual Financial Group April 2010 - March 2011
WIFS 2005 - 2011
New York Life 2005 - 2010
Education
Salve Regina University 1991 — 1993
BA, Microbiology/Biochemistry
Whittier College 1987 — 1990
Biology
Coronado High School 1983 — 1987
New York Life Insurance Company April 2011 - Present
Mass Mutual Financial Group April 2010 - March 2011
WIFS 2005 - 2011
New York Life 2005 - 2010
Education
Salve Regina University 1991 — 1993
BA, Microbiology/Biochemistry
Whittier College 1987 — 1990
Biology
Coronado High School 1983 — 1987
Susan Sheftick's New York Life Experience 1978 - 2011
Job Retired at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
NEW YORK LIFE 1978 - 2011
Skills
Retirement, Retirement Planning, Term Life Insurance, IRAs, 401k, Asset Allocation, Investment Advisory, Series 6, Pensions, Financial Services, Program Management, Public Speaking, Team Building, Vendor Management, Asset Management
Education
State University of New York Empire State College 2003 — 2013
Bachelor of Science (BS), Cultural Studies/Writing
Ft Hamiliton H.S. Brooklyn, NY
New York Life Insurance Company August 2011 - Present
NEW YORK LIFE 1978 - 2011
Skills
Retirement, Retirement Planning, Term Life Insurance, IRAs, 401k, Asset Allocation, Investment Advisory, Series 6, Pensions, Financial Services, Program Management, Public Speaking, Team Building, Vendor Management, Asset Management
Education
State University of New York Empire State College 2003 — 2013
Bachelor of Science (BS), Cultural Studies/Writing
Ft Hamiliton H.S. Brooklyn, NY
Robert Chrisman's New York Life Experience July 1966 - September 1970
Job Owner, Robert Chrisman Insurance
Industry Insurance
Experience
Self-employed July 1966 - Present
new york life July 1966 - September 1970
Skills
Representing 52..., New York Life Insurance..., Estate Planning, Financial Planning, Employee Benefit Plans, Retirement Planning, Medicare Supplements, Individual Insurance..., Vison Insurance, Dental Insurance, Annuities, Life Insurance - All..., Long Term Care Insurance, Disability and Sickness..., Cancer Insurance, Property and Casualty...
Education
St. Joseph's College (IN) 1957 — 1958
1 yr., Music
Self-employed July 1966 - Present
new york life July 1966 - September 1970
Skills
Representing 52..., New York Life Insurance..., Estate Planning, Financial Planning, Employee Benefit Plans, Retirement Planning, Medicare Supplements, Individual Insurance..., Vison Insurance, Dental Insurance, Annuities, Life Insurance - All..., Long Term Care Insurance, Disability and Sickness..., Cancer Insurance, Property and Casualty...
Education
St. Joseph's College (IN) 1957 — 1958
1 yr., Music