New York Life Insurance
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. Customer service: 1 (800) 225-5695 Headquarters: New York City, NY CEO: Theodore A. Mathas President: John Y. Kim Number of employees: 11,320 employees (2017); 12,000 agents Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance 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 Insurance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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New York Life Insurance Employees
Falcon Green Energy September 2015 - Present
UtiliCell Energy Storage Solutions June 2015 - Present
Menco Finco January 2014 - July 2015
Better Efficiency Solutions & Technologies April 2015 - June 2015
ImagineSolar September 2014 - March 2015
Mendez & Co. Financial Counselors August 2010 - December 2013
New York Life Insurance April 2009 - July 2010
Community National Bank April 2006 - December 2008
Citizens Federal Credit Union September 2004 - February 2006
Texas Credit Union Department November 2001 - August 2004
Skills
Creative Strategy, ALM, Strategic Consulting, Pensions, Human Capital, Health Insurance, Wealth, Banking, Risk Management, Investments, Finance, Insurance, Financial Analysis, CRM, Investment Advisory, Financial Services, Business Strategy, Small Business, Strategic Planning, Financial Advisory, Training, Business Development, Financial Modeling
Education
Tulane University 1997 — 2001
Bachelor of Science in Management, Finance
Midland High School 1993 — 1997
San Jacinto Junior High School 1991 — 1993
Hillander School 1982 — 1991
Cerner Corporation February 2012 - Present
New York Life Insurance May 2011 - August 2011
Dick's Sporting Goods April 2008 - January 2010
Skills
Customer Service, Finance, Microsoft Excel, PowerPoint, Asset Allocation, Financial Analysis, Insurance, Microsoft Word, Microsoft Office, Strategic Financial..., Access, Microsoft Money, Financial Planners, Outlook, Time Management, Financial Modeling, Bloomberg, Asset Protection, Investments, Sales
Education
University of Nebraska-Lincoln 2009 — 2011
Bachelor of Science (B.Sc.), Finance, General
University of Nebraska-Lincoln 2009 — 2011
B.S. Degree, FINANCE
Coffeyville Community College
A.S, Finance, General
Wilshire Associates January 2015 - Present
Wilshire Associates January 2014 - December 2014
Wilshire Associates November 2012 - December 2013
MWD October 2011 - October 2012
Associated Students UCLA June 2010 - June 2012
MetLife Insurance August 2010 - July 2011
Samahang Pilipino Advancing Community Empowerment (SPACE) May 2009 - June 2010
New York Life Insurance November 2008 - September 2009
VIP Auto Detailing May 2006 - September 2008
Skills
Leadership, Financial Analysis, Microsoft Excel, Event Planning, Community Outreach, Management, PowerPoint, Strategy, Budgets, Microsoft Word, Public Speaking, Finance, Project Planning, Nonprofits, Proposal Writing, Entrepreneurship, Recruiting, Research, Team Building, Video Editing, Grassroots Organizing, Marketing, Start-ups, Business Strategy, Time Management, Social Media, Critical Thinking, Branding & Identity, Motivational..., Quality Assurance, Data Analysis, Database Design, Fundraising
Education
University of California, Los Angeles 2014 — 2016
Personal Financial Planning Certificate
University of California, Los Angeles 2008 — 2012
Bachelor in Arts, Economics
John F. Kennedy High School
The Walt Disney Company December 2013 - Present
Amazon September 2012 - November 2013
viagogo June 2011 - August 2011
Mercatus LLC (Acquired by AlixPartners) January 2007 - November 2009
Deloitte Consulting August 2005 - December 2006
JP Morgan Chase June 2004 - August 2004
New York Life Insurance June 2003 - August 2003
Skills
Business Strategy, Digital Media, Social Media, Research, Mobile, Marketing Strategy, Management Consulting, Strategy, E-commerce, Online Marketing, Start-ups, Financial Analysis, Business Analysis, Project Management, Analytics, Financial Modeling, Product Management, Competitive Analysis, Consulting, Strategic Partnerships, Negotiation
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Marketing, Operations and Management
Brown University
BA, Economics and International Relations
Lake Highland Preparatory School
London School of Economics and Political Science
General Course, Economics and Law
Rovner Philanthropic Partnerships July 2014 - Present
Tidewater Jewish Foundation March 1996 - June 2014
New York Life Insurance June 1990 - February 1995
BDO USA, LLP September 1977 - February 1988
Skills
Strategic Planning, Stewardship, Program Development, Budgets, Board Governance, Board Relations, Public Relations, Organizational..., Leadership Development, Non-profit Board..., Analytics, Customer Service, Governance, Leadership, Microsoft Excel, Microsoft Word, Non-profits, Microsoft Office, Office Management, PowerPoint, Non-profit Fund..., Non-profit..., Board Development, Proposal Writing, Capital Campaigns, Event Management, Policy, Prospect Research, Start-ups, Training, Program Management, Endowments, Fundraisers, Annual Giving, Government, Social Entrepreneurship, Not for Profit, Marketing, Community Development, Retirement, Staff Development, Program Evaluation, Strategic Financial..., Management, Charities, Social Media, Nonprofits, Fundraising
Education
University of South Carolina-Columbia 1965 — 1967
Bachelor of Science (BS), Accounting
Squarespace March 2015 - Present
EQUINOX December 2011 - March 2015
NEW YORK LIFE INSURANCE September 2011 - December 2011
Skills
Employee Relations, Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Building Relationships, Training, Human Resources, College Recruiting, New Hire Orientations, Succession Planning, Interviews, Hiring, HRIS, Management, Talent Management, Employee Training, Employee Benefits, Resume Writing, Temporary Placement
Education
University of Delaware 2006 — 2010
Bachelors of Science, Nutrition & Dietetics
Round One Entertainment Inc. March 2015 - Present
True Brass Choir March 2015 - Present
Plan C Agency January 2015 - April 2015
NuZee, Inc. March 2014 - June 2014
Epilepsy Foundation February 2014 - May 2014
FUSION Hip Hop Dance Competition September 2013 - March 2014
UCSD Equal Opportunity/Staff Affirmative Action Department January 2013 - March 2014
UCSD Multi-Asian Student Association May 2012 - June 2013
FUSION Hip Hop Dance Competition December 2012 - May 2013
New York Life Insurance August 2012 - September 2012
Skills
Social Media, Marketing, Photoshop, Facebook, Microsoft Excel, Microsoft Office, Advertising, PowerPoint, Social Media Marketing, Foreign Languages, Time Management, Event Planning, English, Research, Teamwork, Public Relations, Blogging, Graphic Design, Illustrator, Marketing Strategy, Fundraising, WordPress
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Management Science
Yonsei University 2013 — 2013
International Management, Korean Economy, A
Self-employed December 2006 - Present
New York Life Insurance 1970 - 2002
US Navy 1968 - 1970
Skills
Public Speaking, Strategic Planning, Leadership Development, Training, Team Building, Community Outreach, Leadership, Coaching, Sales Management, Staff Development, Management, Editing, Publishing, Sales, Teaching, Organizational..., Books, Insurance
Education
University of Puget Sound 1963 — 1968
Bachelor's degree, Chemistry & Political Science
Principal Financial Group 2012 - Present
Aflac 2013 - Present
United Health Care (One) 2013 - Present
Aetna 2013 - Present
Humana 2014 - Present
United Healthcare Medicare Solutions 2015 - Present
Florida Blue 2013 - Present
New York LIfe Insurance 2011 - 2012
Carrabba's Italian Grill 2004 - 2011
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Variable Annuities, Investment Advice, 401k Rollovers, IRAs, Mutual Funds, Financial Services, Business Strategy, Life Insurance, Disability Insurance, Education Funding, Business Planning, Marketing Strategy, Business Development, Health Insurance, Long Term Care Insurance, Term Life Insurance, Asset Allocation, Financial Advisory, Financial Planning, Estate Planning, tax-deferred savings, Charitable Giving, Individual Pension Plans, Wealth Accumulation, Split Dollar Plans, buy-sell review, buy-sell aggreements, Financial Analysis, Income Protection, Supplemental Retirement, Management, Sales, Investments, Finance
Education
University of North Florida
Bachelor's Degree in Business Administration, Marketing
University of North Florida
Bachelor's Degree in Business Administration, Management
University of North Florida
Bachelor's Degree in Business Administration, Finance
Winter Haven High School
town of pocola July 2011 - Present
BookMed Inc March 2000 - January 2007
New York Life Insurance 2003 - 2005
Skills
Government, Administrative..., Data Entry, Microsoft Office, Research, Outlook, Nonprofits, Microsoft Word, Onboarding, Accounting, Contract Negotiation, Marketing Strategy, Customer Service, Sales
Education
Tulsa Community College 2000 — 2002
No degree, Accounting
Pocola High School
Cipolla Financial and Insurance Services April 2011 - Present
Eagle Strategies, LLC July 2013 - January 2015
NYLIFE Securities LLC June 2002 - April 2011
New York Life Insurance June 2002 - April 2011
State Farm Insurance June 2000 - June 2002
Skills
Risk Management, Insurance, Estate Planning, 401k Rollovers, Investments, Licensed Life Insurance..., Protection..., Key Person Protection, Legacies, LUTCF, Buy-sell Agreements
Education
Sonoma State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Finance
Walter & Shuffain, P.C. October 2014 - Present
O'Connor & Drew, P.C. September 2012 - October 2014
Quinnipiac University August 2011 - July 2012
UNITED HEALTHCARE INS. CO January 2011 - August 2011
NEW YORK LIFE INSURANCE May 2009 - August 2009
Skills
Accounting, Inventory Management, Bloomberg, PowerPoint, Excel
Education
Quinnipiac University - School of Business 2011 — 2012
Masters, Business AdministrationExpected
Quinnipiac University 2007 — 2011
Bachelors of Science, Accounting
Enterprise Holdings (Enterprise Rent-a-Car) May 2011 - Present
Communities In Schools January 2010 - May 2011
New York Life Insurance November 2009 - November 2009
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
Bachelor of Business Administration, Marketing, Minor in Spanish, Senior
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Bachelor of Business Administration (BBA), Marketing
TSYS April 2015 - Present
SunTrust Bank February 2006 - April 2015
New York Life Insurance 1985 - 2005
Skills
Business Intelligence, Reporting & Analysis, Training, Maximo Service Request..., Maximo Service Request..., Website Development, Microsoft Excel, Business Resumption..., Software Documentation, Enterprise Software, Databases, ITIL, IT Service Management, Requirements Analysis, SQL, Business Analysis, SDLC
Education
Spelman College
Bachelor's degree, Mathematics
Chubb Insurance January 2015 - Present
Chubb Insurance April 2012 - January 2015
Beazley August 2011 - January 2013
PC Richard & Son August 2010 - August 2011
New York Life Insurance January 2011 - May 2011
Micro Business Incubator Program January 2011 - May 2011
Stop and Shop August 2006 - August 2010
Skills
Management, Sales, Marketing Strategy, Customer Service, Inventory Management, Microsoft Excel, PowerPoint, Finance, Insurance, Underwriting, Time Management, Investments, Corporate Finance, Portfolio Management, Microsoft Office
Education
University of Hartford 2007 — 2011
Bachelor of Science, Business Administration; Business Management
University of Hartford/Barney School of Business 2007 — 2011
Bachelor of Science, Business Administration; Business Management
South Florida Engraving Inc. dba Rainbow Engraving, Inc. April 2011 - Present
USAT Corp May 2013 - November 2014
USAT Corp. January 2008 - May 2013
USAT Corp. November 2004 - January 2008
Sprint 2002 - 2004
New York Life Insurance 2001 - 2002
MetLife Financial Services 2000 - 2001
AOL/Time Warner 1998 - 2000
United States Army August 1992 - January 1997
Skills
CRM, Contract Negotiation, Sales Management, Telecommunications, Business Planning, Wireless, Sales Operations, Project Management, Selling, Business Development, Business Analysis, Solution Selling, Mobile Devices, Sales, E-commerce, Training, VoIP, Salesforce.com, Direct Sales, Laser Engraving, Marketing Strategy, Promotional Solutions, Employee Recognition, Corporate Branding, Branding & Identity, Engraving, Development Of..., Corporate Gifts, Recognition Awards, Service Awards, Plaques, Ribbons, Medals, Trophies, Strategic Partnerships, Account Management, Management, Product Management, Managed Services, Sales Process
Education
University of South Florida 1998 — 2000
BS, Finance/Marketing
New York Life Insurance June 2005 - Present
Embassy Suites Historic Charleston 2003 - 2005
John Q Hammons 1989 - 2002
Education
Penn State University 1978 — 1982
BS, Business
Verizon May 1999 - September 2002
Fujitsu Consulting (formerly DMR) March 1998 - May 1999
New York Life Insurance 1989 - 1998
Crum and Forster Insurance Organizations January 1986 - January 1989
Skills
Microsoft SQL Server, Testing, Databases, Software Documentation, Troubleshooting, Process Improvement, Project Management, Analysis, MySQL, SDLC, Unix, Access, Program Management, Requirements Analysis, Vendor Management, SQL, Integration, Software Project..., Software Development
Education
Metropolitan Career Center 2007 — 2009
Associate, Web Design
University of New Hampshire -- Peter T. Paul College of Business and Economics 1970 — 1974
BS, Hotel Administration
Patelco Credit Union March 2014 - Present
Bank of the West August 2011 - September 2013
E-LOAN March 2006 - July 2009
Washington Mutual (formerly Providian) November 1999 - March 2006
VISA USA August 1998 - September 1999
New York Life Insurance 1995 - 1998
Homestead Savings & Loan 1985 - 1992
Skills
Product Management, Business Analysis, Financial Services, Banking, Analytics, Loans, Analysis, Management, Project Management, Financial Risk, Finance, Product Development, Process Improvement, Risk Management, Marketing, Retail Banking, Call Centers, Vendor Management, Leadership, Strategic Planning
Education
University of California, Davis 1979 — 1984
BA, Economics, Rhetoric
The University of Kansas August 2015 - Present
The University of Kansas March 2015 - Present
The University of Kansas June 2014 - Present
American Engineering and Testing May 2013 - August 2013
New York Life Insurance December 2012 - May 2013
Upfront PR/Social Media/Reputation Management February 2013 - April 2013
Minnesota Twins March 2012 - September 2012
University of Minnesota August 2010 - May 2012
Howe Heating & Plumbing, Inc. June 2011 - August 2011
City of Sioux Falls May 2010 - August 2010
Skills
Architectural Design, Revit, English, Leadership, Accounting, Customer Service, Event Planning, Word, Access, Critical Thinking, Teamwork, Marketing, Public Speaking
Education
University of Kansas 2014 — 2017
Master's Degree, Architecture
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science (B.S.), Entrepreneurship Management
new york life insurance October 2014 - Present
The Depository Trust & Clearing Corporation September 2013 - October 2014
DTCC August 2012 - September 2013
DTCC September 2011 - August 2012
DTCC September 2008 - September 2011
Skills
Vendor Management, VMO, IT Sourcing, IT Cost Optimization, IT contract negotiation, Risk Management, Business Process..., Financial Services, Governance, IT Strategy, Information Technology, Outsourcing, Process Improvement, Project Portfolio..., Relationship Management, SDLC, Sourcing
Education
Post University 2005 — 2008
BA, Accounting
Futures in Education August 2015 - Present
St. John's University August 2013 - July 2015
Bellafare January 2015 - May 2015
Iroquois Springs May 2012 - May 2015
Golf Coach Direct June 2013 - August 2013
Forestburgh Playhouse May 2012 - June 2013
Rich PR (Now Underhaus) January 2013 - April 2013
PRSSA - St. John's University Chapter October 2011 - May 2012
New York Life Insurance June 2010 - January 2012
Sephora September 2011 - December 2011
Skills
Facebook, Press Releases, Social Media, Microsoft Office, Tumblr, Social Networking, Social Skills, Organization, Time Management, Leadership, Pinterest, Twitter, Etiquette, Hootsuite, Google Webmaster Tools, Corel, Media Advisory, Telephone Manner, Non-profit Volunteer, Media List Building, Event Planning, Microsoft Excel, Public Speaking
Education
St. John's University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General, 3.7
St. John's University 2009 — 2013
Bachelor of Science (BS), Public Relations, 3.79
Monticello High School
University of Salamanca
Natural Bliss with Valerie Graham August 2014 - Present
Solaire Wear July 2012 - Present
Theravine™ Skincare April 2009 - Present
Valerie Graham Essentials, LLC April 1996 - Present
Krystal Blue International January 2011 - Present
Deutsche Bank January 2001 - January 2011
Deutsche Bank January 2001 - May 2009
New York Life Insurance 1986 - 2000
Union Savings Bank 1982 - 1986
Skills
Data Quality, Trading Systems, Prime Brokerage, Settlement, Microsoft Office, SDLC, Data Modeling, Business Analysis, Master Data Management, Reference Data, Enterprise Software, Database Design, IT Strategy, Market Data, Business Requirements, Skin Care, Nutrition, Databases, Business Intelligence, Middle Office, Financial Services, Spa, Beauty Industry, Aromatherapy, Aesthetics, Overall Wellness, Data Architecture, Marketing, New Business Development, Market Research, Relationship Management, Personal Care, Entrepreneurship, Management, Public Speaking, Sales, Customer Service, Strategy, Social Media
Education
Grumman Data Systems 1985 — 1986
Computer Programming Certificate
Suffolk County Community College 1977 — 1979
Associate of Arts and Sciences (A.A.S.)
Bellport High School
ADP May 2010 - Present
Self Employed: Marketing, Branding & Advertising July 2009 - May 2010
Carpenter Group October 2003 - June 2009
Morgan Stanley 1994 - 2003
Dreyfus Corporation 1993 - 1994
New York Life Insurance 1988 - 1993
Skills
Advertising, Interactive Advertising, Corporate Branding, Branding & Identity, Branding Initiatives, Editorial, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Digital Marketing, Direct Marketing, Marketing Management, Corporate Communications, Strategic Communications, Creative Writing, Copywriting, Copy Editing, Promotional Copy, Marketing Copy, Account Management, Project Management, Program Management, Marketing, Integrated Marketing, Brand Development, Content Development, Online Advertising, Social Media Marketing, Online Marketing, B2B Marketing, Internal Communications, Creative Direction, Brand Management, Creative Strategy, Thought Leadership, Web Content, Content Strategy, Financial Services, Newsletters, Lead Generation, Content Management, Strategic Partnerships, Digital Strategy, Web Analytics, B2B
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Business Administration
CUNA Mutual Group October 2014 - Present
CUNA Mutual Group June 2011 - October 2014
BrandMind Group January 2009 - December 2010
OTM Partners July 2003 - December 2008
New York Life Insurance July 2002 - July 2003
Highlights for Children December 2000 - July 2002
Meredith Corporation 1997 - 2000
Skills
Segmentation, Marketing Strategy, Direct Mail, Creative Development, Direct Marketing, Creative Direction, Copywriting, Strategy, Integrated Marketing, Management, Marketing, Customer Retention, Online Marketing, Digital Marketing
Education
Wake Forest University School of Business 1993 — 1995
MBA
University of North Carolina at Chapel Hill 1988 — 1992
B.A.
The Hackett Group March 2014 - Present
Technolabcorp July 2013 - March 2014
Oracle March 2008 - July 2013
Advanced Analytic Solutions, Inc. July 2005 - February 2008
SPSS, Inc July 2002 - June 2004
New York Life Insurance May 1996 - May 2002
Skills
Hyperion Planning, Essbase, Business Intelligence, Oracle, EPM, Analytics, Data Warehousing, Business Performance..., Database Design, Databases, OBIEE, ETL, Teradata, Pre-sales, Performance Tuning, Software Development, CRM, OLAP, Data Integration, Data Modeling, Dashboard, Data Warehouse..., Informatica, Master Data Management, Dimensional Modeling, Business Intelligence..., Oracle E-Business Suite, Hyperion Enterprise, ODI
Education
University of South Florida 2000 — 2002
Masters of Science, Management Information Systems
Hibbett Sporting Goods January 2013 - Present
Northeastern Junior College July 2010 - May 2012
Northeastern Junior College June 2010 - May 2012
Northeastern Junior College June 2008 - June 2010
New York Life Insurance January 2008 - June 2008
RadioShack September 2005 - May 2007
Skills
Leadership, Marketing, Project Planning, Advertising
Education
University of Northern Colorado 2005 — 2007
B.S., Business Adminstration, Marketing
Northeastern Junior College 2003 — 2005
A.A., Business Administration
Precis Engineering July 2013 - Present
UniTek Global Services April 2012 - July 2013
Phoenix Construction January 2012 - August 2012
US Environmental June 2011 - January 2012
MARCOR Environmental, LP January 2010 - January 2011
Ted's Quality Pools January 2000 - November 2009
Ted's Pools January 2000 - January 2001
Western-Southern Life Insurance January 1999 - January 2000
New York Life Insurance January 1997 - January 1998
The Limited January 1995 - January 1997
Skills
Contract Management, Training, Microsoft Office, Customer Service, Microsoft Excel, Project Planning, Management, Sales, Sales Management, Strategic Planning, Microsoft Word, Construction, Inventory Management, PowerPoint, Process Scheduler, CRM, Outlook, Budgets, Contract Negotiation, Project Management, Accounts Receivable, Team Building, Retail, Program Management, Analysis, Operations Management
Education
University of Missouri-Columbia 1989 — 1993
B.S, Textile and Apparel Management
Springhouse
Project Management Program
AXA Advisors January 2015 - Present
New York Life Insurance Company December 2014 - December 2014
New York Life Insurance June 2011 - December 2014
New York Life Insurance Company October 2007 - June 2011
Guardian Life Insurance April 2001 - September 2007
Empretec Brazil January 1998 - February 1999
Skills
Investment Planning, Insurance Planning, Estate Planning..., Retirement Planning, Risk Management, Business Succession...
Education
Pontifícia Universidade Católica de São Paulo 1991 — 1995
Bachelor, Economics
anglo latino
MCG BioComposites, LLC August 2007 - Present
McCord Consulting Group, Inc. October 1991 - April 2013
Society of Plastics Engineers 2004 - 2007
City and National Employment, Inc. June 1988 - June 1991
New York Life Insurance July 1986 - July 1988
Managment Recruiters International March 1983 - June 1986
Terracaon Consultants, Inc. June 1974 - December 1983
Skills
Start-ups, Strategic Planning, Engineering, New Business Development, Plastics, Negotiation, Sales Management, Marketing Strategy, Market Research, Customer Relations, Team Building, Analysis, Purchasing, Problem Solving, Budgeting, Account Management, Public Relations, Microsoft Office, Materials, Contract Negotiation, Budgets, Technical Resource..., Cross-functional Team..., Leadership, Polymers, R&D, Injection Molding, Manufacturing, Program Management, Product Management, Business Planning, Strategy, Business Strategy, Management, Product Development, Customer Service, Market Development, Business Development, Process Engineering, Marketing, Composites, Recruiting, Entrepreneurship, Consulting, Continuous Improvement, International Business, Six Sigma, Operations Management, Lean Manufacturing, Strategic Partnerships
Education
University of Northern Iowa 1986 — 1986
Certificate, Industrial and Organizational Psychology
Hawkeye Institute of Technology 1972 — 1974
AAS, Civil Engineering Technology
United Capital Financial Advisers, LLC September 2013 - Present
Genworth Financial January 2012 - Present
New York Life Insurance Company November 2009 - January 2012
New York Life Long-Term Care July 2003 - November 2009
New York Life Insurance August 2001 - June 2003
Agents and Brokers of America 1999 - 2000
Skills
Business Development, Strong Communication..., Strategic Planning and..., Communication Skills, Strategic Planning, Retirement Planning, Program Management, Long-term Care, Team Building, Marketing Strategy, Leadership, Fixed Annuities, 401k, Cross-functional Team..., IRAs, Marketing, Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement, Employee Benefits, Life Insurance, Series 6, Financial Services, Sales, Variable Annuities, Series 63, Customer Service, Health Insurance, Financial Planners, FINRA, Estate Planning, Life & Health Insurance..., Mutual Funds, Series 7, Whole Life, Roth IRA, Series 65, Wealth Management, 401k Rollovers, Series 24, Securities, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Investment Advisory, Permanent Life Insurance, Risk Management
Education
St. Edward's University 1998 — 2002
Bachelors of Arts, Organizational Communication
New York Life Insurance Corporate Vice PresidentNew York Life Insurance CompanyOctober 1999 - May 2008
Education
University of Florida 1975 — 1979
BS, Journalism
University of North Florida
MBA, Marketing
New York Life Insurance July 2007 - Present
7-Eleven November 2013 - February 2014
COOKIES DEPT STORES January 2007 - October 2013
Israel Police - Cyber crime unit January 1989 - August 1994
Skills
Team Building, Customer Service, Retail, Sales Management, Coaching, Leadership Development, Management, Process Improvement, Compliance, Credit, Problem Solving, Mentoring, Career Management, Customer Relations, Investigation, Risk Assessment, PLANING & IMPLEMENTATION, Human Capital, Marketing, Interrogation, Operations Management, Negotiation, cost cutting, expert in...
Education
Tel Aviv University 1980 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance June 2012 - July 2015
New York Life Insurance October 2011 - May 2012
Skills
Insurance, Life Insurance, Customer Service, Risk Management, Leadership, Sales, Underwriting, Microsoft Office, Financial Analysis, Analysis
Education
University of Colorado Denver 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
University of Colorado Denver 2007 — 2010
Bachelor's degree, Business Administration and Management, General
Kat n Andy Dog & Cat Care June 2013 - Present
Kat Sullivan February 2012 - June 2013
QBE North America October 2012 - April 2013
New York Public Radio October 2011 - February 2012
AIG June 2010 - October 2011
New York Life Insurance October 2004 - February 2010
Mosaic Sales Solutions October 2002 - October 2004
The Sullivan Group - Dallas May 2001 - September 2002
Springbow Solutions February 2000 - May 2001
The Sullivan Group - Houston May 1998 - February 2000
Skills
Talent Acquisition, Technical Recruiting, Resume Writing, Full-cycle Recruiting, Job Descriptions, Coaching, Corporate Recruiting, Career Development..., Business Networking, Client Relations Skills, Client Development, Social Networking, Project Management, Vendor Management, Singer-songwriter, Dog Walking, Pet Sitting, Sourcing, SDLC, Recruiting, Internet Recruiting, Temporary Placement, Human Resources, Applicant Tracking..., Screening Resumes, Onboarding, Training, Leadership
Education
University of Houston-Downtown 1988 — 1989
Bachelor's degree, Interdisciplinary Studies - concentration Communications & Marketing
University of Houston 1987 — 1988
Interdisciplinary Studies - concentration Communications & Marketing
Texas Tech University
Accenture March 2015 - Present
New York Life Insurance September 2002 - February 2015
Seranova January 2000 - July 2002
Intelligroup April 1995 - July 1999
Prudential Insurance 1997 - 1999
Hexaware Infosystems February 1993 - December 1994
Hexaware Infosystems 1992 - 1994
Digital Equipement India Ltd January 1991 - December 1993
Mannai Corporation January 1989 - December 1991
Hinditron Computers January 1985 - December 1989
Skills
Test Planning, User Acceptance Testing, Business Analysis, Requirements Analysis, Software Project..., SDLC, Test Management, Regression Testing, Resource Management, Outsourcing, Testing, Test Automation, Quality Assurance
Education
Bombay University 1985 — 1989
BA, Economics
Goldweber Epstein LLP September 2014 - Present
The Consultation Center June 2013 - July 2014
The Weinstein Family September 2012 - June 2014
The Consultation Center - YDTRC September 2012 - May 2014
CT Catering January 2005 - July 2013
New York Life Insurance November 2009 - July 2010
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Sales, Data Entry, Event Planning, Management, Public Speaking, Time Management, Social Networking, Fundraising, Community Outreach, Nonprofits, Microsoft Excel
Education
University of New Haven 2011 — 2014
Bachelor's, Psychology - BA
New York Life February 2006 - Present
New York Life Insurance 2006 - Present
BNI 2008 - 2010
BNI 2008 - 2010
South Shore Baseball Club January 1997 - May 2006
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Disability Insurance, Long-term Care, Finance, Sales, Customer Service, Small Business, Retirement Planning
Education
American College 2006 — 2007
CLTC, Long Term Care
Suffolk University 2003 — 2006
Braintree High School
New York Life Insurance Company July 2014 - Present
NewYork Life Insurance Company January 2009 - June 2014
New York Life Insurance Company September 2004 - January 2009
New York Life Insurance 2000 - 2009
Central Baptist School August 1998 - August 2000
Skills
CLU, CLTC, Retirement Planning, Insurance, LUTCF, Retirement, Training, CRPS, Estate Planning, Succession Planning, Business Development, Financial Services, Job Coaching, Leadership, Sales Management, Team Leadership, Workshop Facilitation, Public Speaking, Team Building, Management, Customer Service, Financial Planning, Term Life Insurance, Small Business
Education
The American College 2007 — 2007
CLU, Insurance
The American College 2005 — 2005
LUTCF, Insurance
Pensacola Christian College 1983 — 1987
BA, Youth Ministries
Michigan Municipal Risk Management Authority May 2015 - Present
Temple Beth El September 2005 - June 2014
New York Life Insurance September 2011 - May 2012
One Stop Cash Advance December 2010 - May 2011
Skills
Microsoft Office, Russian, Spanish, Mac OS X, Mobile Communications, Selling, Communication, Expense Reports, Customer Service, Sales, Public Speaking, Leadership
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Accounting and Finance
West Bloomfield High School 2007 — 2011
High School
VirPack May 2013 - Present
VirPack March 2012 - May 2013
Main Street Health Center February 2000 - May 2012
Avista Solutions, Inc. September 2010 - January 2012
New York Life Insurance August 2008 - October 2010
Skills
Mortgage Lending, Microsoft Office, Account Management, Banking, Salesforce.com, Microsoft Excel, Sales, Loans, Customer Service, PowerPoint, Business Analysis, Mortgage Banking, Financial Services, Marketing, Strategic Financial..., Life Insurance, Credit, Microsoft Word, Retirement Planning, Vendor Management, Training, Management, Insurance
Education
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
University of South Carolina-Columbia
Guarantee Insurance Company April 2013 - Present
Bayview Loan Servicing, LLC November 2011 - March 2013
New York Life Insurance May 2010 - April 2011
Pavlik Design Team January 2008 - May 2009
Bronx Design Group August 2006 - September 2007
Keller Williams Realty June 2006 - August 2006
Nations-Way Mortgage February 2005 - June 2005
Nationwide Lending Group July 2004 - January 2005
Skills
Administrative..., Workers' Compensation..., Life Insurance, Banking, Asset Management, Customer Service, Data Entry, QuickBooks, Loans, Microsoft Excel, Microsoft Word, Microsoft Office, Mortgage Lending, PowerPoint, Team Building, Finance, Call Centers, Credit, Research, Event Planning, Administrative..., Insurance, Underwriting, Outlook, Spreadsheets
Education
Southern New Hampshire University 2013 — 2016
Bachelor's Degree, Business / Finance
Goldman Sachs April 2014 - Present
New York University September 2005 - Present
New York Life Insurance April 2010 - April 2014
Citi March 2010 - May 2010
WellPoint April 2008 - February 2010
Skills
Access, Outlook, Word, PowerPoint, Excel, SQL Server, Visio, Adobe Acrobat, Microsoft Office, HTML, Database Administration, Writing, Data Analysis, Windows, Public Speaking, Visual Basic, Hiring, Social Media, Administration, Documentation, Programming, Customer Relations, Teaching, Analysis, GUI, Customer Service, PL/SQL, SAP, Business Intelligence, C#, Budgeting, .NET, Application Development, Creative Direction, Interviewing, Accounting, Team Building, Marketing Strategy, Healthcare, Databases, Problem Solving, Database Design, SharePoint, Database Management, MS Office Suite, Requirements Gathering, MS Project, Mac OS X, Technical Writing, Business Analysis
Education
Touro College 1998 — 2002
Bachelor of Science (B.S.), Business Management and Computer Science
New York Life Insurance November 2012 - Present
Tandem HR October 2009 - July 2012
Technology Staffing Resources, Inc. (TSRI) December 2003 - July 2009
David M. Griffith & Associates 1997 - 2003
Maximus 1997 - 2003
Mudlark Papers 1996 - 1997
First Commercial Bank 1987 - January 1996
First Federal of Chicago - Citibank January 1979 - 1987
Skills
Management, Recruiting, Project Management, Human Resources, Insurance, Process Improvement, Business Development, Training, Employee Benefits, Customer Service, Performance Management, Employee Relations, Leadership, Outlook, Account Management
Education
The University of Kansas 1978 — 1980
Highland Park High School 1974 — 1978
Elm Place Jr. High 1970 — 1974
E*TRADE Financial May 2011 - Present
John Markway, LUTCF May 2006 - July 2012
New York Life Insurance May 2006 - March 2011
ING 2002 - 2005
AIG Agency Auto January 2001 - January 2002
MetLife Auto & Home 1998 - 2000
Skills
Financial Services, Insurance, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Series 7, Finance, Securities, Fixed Annuities, Financial Analysis, Risk Management, Life Insurance, Portfolio Management, Banking, Mortgage Lending, Estate Planning, Disability Insurance, Credit, Series 63, 401k, Loans
Education
Simpson College 1994 — 1998
B.A.
Urbandale High School 1990 — 1994
Good Food Catering Company December 2012 - Present
Radisson Hotels August 2012 - December 2012
Mad River Bar and Grille Charleston September 2011 - June 2012
Wellington Hotel November 2010 - October 2011
Bedrock Marketing, LLC September 2010 - November 2010
NEW YORK LIFE INSURANCE September 2008 - May 2009
F&D Productions December 2007 - August 2008
Skills
Marketing Management, Microsoft Office, Customer Service, Marketing Strategy, Salesforce.com, Social Networking, PowerPoint, Cold Calling, Online Advertising, Team Building, Market Research, Marketing, Social Media Marketing, Marketing Research, Sales, Public Relations, Account Management, Marketing Communications, Fundraising, Microsoft Word, Strategic Planning, Hospitality, Selling, Event Management, Team Leadership, Advertising, Event Planning, Customer Satisfaction, Email Marketing, Negotiation, Public Speaking, Facebook, Advertising Sales, Sales Process, Hotels, Recruiting, CRM, Retail, Entertainment, Management, Outlook, Sales Management, Microsoft Excel, Social Media, Catering, Tourism, Online Marketing, Leadership, Contract Negotiation
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2006 — 2010
Bachelor of Science; and, Business Administration; Marketing and Management; Tourism Management
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor's, Marketing, Management, Hotel, Restaurant and Tourism Management
The American College January 2009 - Present
Interfaith Worker Justice December 2008 - Present
advisors in philanthropy January 2010 - January 2011
Inspired Legacies April 2006 - February 2010
The Nautilus Group, an initiative of New York Life Insurance Company June 1995 - December 2008
Dallas Social Venture Partners May 1999 - June 2008
New York Life Insurance 1993 - 1995
Skills
Philanthropy, Fundraising, Planned Giving, Nonprofits, Estate Planning, Non-profits, Board Development, Blogging, Non-profit..., Public Speaking, Grant Writing, Strategic Communications, Program Development, Charities, Proposal Writing, Wealth, Strategic Planning, Social Entrepreneurship, Teaching, Public Relations, Strategic Financial..., Editing, Leadership Development, Social Media, Stewardship, Volunteer Management, Annual Giving, Newsletters, Higher Education, Media Relations, Public Policy, Research, Grants, Community Outreach, Community Development, Staff Development, Prospect Research, Corporate Social..., Analysis, Copywriting, Workshop Facilitation, Marketing, Event Planning, Leadership, Entrepreneurship, Organizational..., Press Releases, Program Evaluation, Alumni Relations, Plannning
Education
Yale University 1975 — 1981
MA, MPhil
University of Oxford 1972 — 1975
MA
Willliams College 1968 — 1972
BA
Loomis-Chaffee 1966 — 1968
high school
Fidelity Investments November 2011 - Present
CFA Institute July 2010 - Present
NEW YORK LIFE INSURANCE January 2009 - March 2010
Northwestern Mutual May 2008 - January 2009
Skills
Collateral Management, Euroclear, Corporate Actions, Fund Accounting, Fund Analysis, Fund Of Funds, Derivatives, Futures, Options, Volatility, Analysis, Corporate Finance, Financial Modeling, Investments, Valuation, Mark to Market, COLLINE - Risk..., Strategic Financial..., Macroeconomics, Cross-functional Team..., Complex Project..., Foreign Currency..., Volatility Arbitrage, Work in A Fast Paced..., Managing Deadlines, Bond Pricing, OTC, NAV Analysis, Mutual Funds, Financial Markets, Monetary Policy, Regression Models, International Economics, Equity Research, Capital Markets, Currency Exchange, Interest Rate Hedging, Financial Risk..., Fundamental Analysis, Technical Analysis, Airline Economics, Business Analysis, Program Implementation, Trading Strategies, US GAAP, IFRS, Institutional..., Investment Strategies, Hedge Accounting, Microsoft Excel
Education
CFA Institute 2010 — 2014
Rice University 2010 — 2010
Texas State University 2005 — 2008
Bachelor, Finance
Kingwood High School 2000 — 2004
Customer Experience Advisory February 2015 - Present
New York Life Insurance Company June 2012 - December 2014
New York Life Insurance Company 2011 - 2013
New York Life Insurance 2009 - 2011
Covidien 2007 - 2009
Fonar Corp. 2004 - 2007
Fonar Corp. 2002 - 2004
Siemens AG 1997 - 1999
German Air Force 1996 - 1997
Skills
Marketing Strategy, Business Strategy, Product Management, Lead Management, Market Development, Consulting, Innovation, Behavioral Finance, Economic Modeling, Customer Insight, Cross Functional Team..., International Joint..., Operations Management, Medical Devices, Strategy, Marketing, Business Development, B2B, Analytics, Product Marketing, Strategic Planning, Strategic Partnerships, Cross-functional Team..., Start-ups, P&L Management, Product Launch, Executive Management, Leadership, Management, CRM, Product Development, Segmentation
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Cambridge 1999 — 2002
MA
University of Cambridge 1999 — 2002
BA
New York Life Insurance December 1990 - Present
Education
Queens College 1967 — 1971
Prudential Financial January 2015 - Present
New York Life Insurance March 2012 - Present
New York Life Insurance Company December 2007 - March 2012
Skills
GAAP, Financial Reporting, Private Equity, Accounting, Tax Preparation, Journal Entries, Tax Returns, General Ledger, Investments, CPA, Financial Accounting, Financial Statements, Internal Controls, Auditing, US GAAP
Education
St. Peter's College 2004 — 2007
Master's degree, Accounting
Montclair State University
New York Life Insurance 2011 - Present
Greatwall Life June 2008 - June 2009
New York Life Insurance Company September 2001 - June 2008
Skills
Life Insurance, Retirement, Embedded Value, Pensions, Investments, Economic Capital, Financial Analysis, Liability, Variable Life, Valuation, Financial Modeling, Actuarial Science, Insurance, ALM
Education
Rensselaer Polytechnic Institute 1994 — 1996
Hunter College
Bachelor of Science (BS), Mathematics
Zhejiang University 1989 — 1991
Currently Retired June 2010 - Present
New York Life Insurance June 1972 - June 2010
Skills
Life Insurance, Retirement, Investments, Insurance, Enterprise Architecture, Business Analysis, Disaster Recovery, IT Strategy, Leadership, Process Improvement
Education
St. Francis College 1968 — 1972
BS, Mathematics
New York Life Insurance August 2006 - Present
Bank of America 2005 - 2006
Accenture 2005 - 2005
City of Warrensville Heights April 2001 - December 2004
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
Master's in Business Administration, Accounting and Management
The Ohio State University 1996 — 2000
BA, Journalism
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
Indotronix International Corporation 2007 - Present
New York Life Insurance 2006 - 2007
Education
State University of New York at New Paltz 1999 — 2002
accounting
New York Life & MainStay Investments February 2012 - Present
New York Life Insurance January 2001 - January 2008
Skills
Financial Analysis, Budgeting, Accounting, Financial Reporting, GAAP, Financial Modeling, Mutual Funds, Analysis, Insurance, Managerial Finance, Securities, Financial Services, Financial Accounting, Microsoft Excel, Forecasting
Education
University at Albany, SUNY 1997 — 2001
B.S. Accounting, Economics minor & Business Administration minor
New York Life Insurance July 2005 - Present
Education
Saint Peter's University 2001 — 2005
PRA Health Sciences August 2014 - Present
Morgan, Lewis & Bockius LLP July 2011 - August 2014
Dechert, LLP September 2005 - July 2011
Montgomery County Public Defender's Office March 2004 - March 2005
Allen Rothenberg & Associates May 2003 - August 2003
Ceridian Lifeworks Services April 2001 - August 2002
New York Life Insurance July 2000 - April 2001
Montgomery County District Attorney's Office June 2000 - August 2000
Montgomery County District Attorney's Office June 2000 - August 2000
Skills
Trials, Westlaw, Legal Research
Education
Widener University School of Law 2002 — 2005
University of Maryland College Park 1996 — 2000
B.A., Criminal Justice & Criminology
New York Life Insurance associate accountantNew york life insurance2005 - 2008
new york life insurance 2005 - 2008
Education
Saint Peter's University 2001 — 2005
New York Life Insurance December 1996 - November 2008
Skills
SPSS, Microsoft Office, SAP, Talent Management, Talent Acquisition, Onboarding, Organizational..., Recruiting, Organizational..., Performance Management, Leadership Development, Human Resources, New Hire Orientations, Training, Employee Training, Coaching, Strategy, Employee Engagement, Technical Recruiting, Analysis, Management, Program Management, Succession Planning, Leadership
Education
Stevens Institute of Technology 1994 — 1996
MS, Industrial/Organizational Psychology
City University of New York-Queens College 1988 — 1992
Bachelor of Science (BS), Psychology
New York Life Insurance 1979 - Present
Skills
Brokers, General Insurance, Insurance, Life Insurance, Leadership, Management, Reinsurance, Retirement Planning, Underwriting, Relationship Management, Team Management, Long-term Care, Sales, Financial Services, Estate Planning, Customer Service, Disability Insurance, Financial Planning
Education
St. Cloud State University
Wind River Ranch May 2012 - Present
New York Life Insurance August 2004 - June 2011
Wind River Ranch February 1998 - August 2004
Bank of America, Capital Markets January 1985 - October 1996
Skills
Strategic Planning, Budgets, Customer Service, Leadership, Management, Relationship Management, Sales, Team Building
Education
Saint Vincent College 1979 — 1983
BS, Accounting
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
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
Territory Manager-Mississippi July 2013 - Present
Farmers Insurance January 2006 - July 2013
BISYS Education Services January 1999 - January 2001
New York Life Insurance Company November 1987 - May 1999
New York Life Insurance January 1995 - January 1996
New York Life Insurance January 1993 - January 1995
New York Life Insurance January 1987 - January 1993
Skills
Cross-functional Team..., Product Development, Public Speaking, Underwriting, Insurance, Health Insurance, Sales, Risk Management, Sales Management, Account Management, Workers Compensation, New Business Development, Business Development, Team Building, Marketing
Education
University of Louisiana at Monroe 1984 — 1987
B.B.A, Finance/Economics
University of Louisiana at Monroe 1984 — 1987
BBA-Finance/Economics
ProSight Specialty Insurance December 2014 - Present
New York Life Insurance May 2006 - November 2014
New York Life Insurance Company May 2006 - November 2014
WebMD July 2001 - May 2006
WebMD Corporation January 2001 - January 2006
Chubb Computer Services January 2000 - July 2001
Chubb Computer Services February 2000 - May 2001
Chubb Computer Services January 2000 - January 2001
Chubb Computer Services April 2000 - December 2000
BWIA International Airways January 1996 - January 2000
Education
University of Phoenix
BS, Finance
University of The West IndiesSt. Augustine Campus, Trinidad W.I
Associates Degree, Business Management
The PaintedPigg August 2009 - Present
ADRS Alabama Department of Rehabilitation Services August 2013 - Present
Woodstock Festival Art Center July 2012 - July 2013
New York Life Insurance March 2008 - June 2009
Stacy Claire Boyd May 2000 - January 2008
Skills
Outlook, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Art, Advertising, Social Media, Marketing
Education
University of Alabama 2009 — 2012
Bachelor of Arts (B.A.), Art, Literature and Society, 49 credit hours
High school 1970 — 1971
Midfield High School 1969 — 1971
Universal Atlantic Systems 2002 - Present
Lisa Kimball Consulting January 1992 - Present
Eclectic Services Group 1992 - 2009
American Re-Insurance Company 1990 - 1992
New York Life Insurance 1986 - 1990
Skills
Testing, Windows, Security, Microsoft Dynamics, Software Development, Microsoft Office, Project Management, SQL, Integration, Customer Service
Education
Rider University 1983 — 1986
BS, Decision Sciences and Computers
Planview-Old Bethpage High School 1978 — 1982
High School
New York Life January 2002 - Present
NEW YORK LIFE INSURANCE 1982 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Retirement, Whole Life, Long Term Care Insurance, IRAs, Universal Life, Investments
Education
SUNY at Buffalo 1980 — 1982
Bachelor of Science (BS), Business/Finance
New York Life Insurance May 2000 - July 2012
Benefit Consulting January 1999 - January 2000
Classic Custom Vacations January 1997 - January 1999
Visa International January 1995 - January 1997
Visa 1995 - 1997
Skills
Executive Management, Application Development, Process Improvement, Team Leadership, SDLC, Business Analysis, IT Management, Business Process..., Waterfall, Software Project..., Program Management, PMP, Strategic Planning, Visio, Change Management, ITIL, Cross-functional Team..., Project Management, Lotus Notes, Agile Methodologies, Financial Services, Cross Functional Team..., Software Development, Management, Leadership, Project Planning, IT Strategy, Vendor Management, Project Portfolio..., Information Technology, PMO, Training
Education
San Francisco State University, College of Business
Bachelor of Science (BS), Management Information Systems
Greater New York 2010 - 2015
New York Life Insurance 2005 - 2010
Bank of America July 2002 - October 2004
Kraft Haiken & Bell LLP January 2000 - May 2002
Skills
Auditing, Financial Reporting, Financial Analysis, Internal Controls, Risk Management, Variance Analysis, Analysis, Tax, Budgets, Financial Statements, Banking, Accounting, Management, Regulatory Compliance, Business Process..., Project Management, Risk Assessment, Operational Due..., Finance
Education
University of Bridgeport 2008 — 2012
MBA, Business Administration and Management
Queens College 1997 — 2000
BA, Accounting & Informaton Systems
Northwestern Mutual Financial Network April 2012 - Present
New York Life Insurance September 2010 - January 2012
RS Investments - San Francisco, California May 1999 - November 2008
Skills
Mutual Funds
Education
San Francisco State University
University of Santo Tomas
Bachelor of Arts (B.A.), Sociology
Omnicare - RxCrossroads April 2011 - Present
Celtic Insurance March 2005 - January 2009
Celtic Insurance Company March 2005 - January 2009
Brent Watson - 2 January 2002 - March 2005
Celtic Insurance Company January 2000 - January 2001
Celtic Insurance Company January 1998 - January 2000
Celtic Insurance Company January 1996 - January 1998
Harrington Benefit Service September 1989 - September 1996
New York Life Insurance 1987 - 1989
Humana, Inc September 1986 - 1987
Skills
Employee Benefits, Insurance, Training, Policy, Health Insurance, Claim, Budgets, Human Resources, Software Documentation, Litigation, Time Management, Auditing, HIPAA, Government, Finance, General Insurance, Underwriting
Education
AHIP
HIPAA Associate, 2007
University of Louisville
Bachelor's, Business/Marketing
University of Louisville
Bachelor of Science, Businesses Administration
Cammack Retirement Group June 2010 - Present
TIAA-CREF April 2007 - April 2010
TIAA-CREF August 1994 - March 2007
New York Life Insurance January 1986 - August 1994
Skills
Employee Benefits, ERISA, 401k, Plan Design, Pensions, Retirement, Defined Benefit, Business Planning, Process Improvement, Insurance, Retirement Planning, Leadership, Strategy, Human Resources, Investments, Retirement Plan..., Strategic Financial...
Education
Northeastern University 1981 — 1982
Masters, Planning & Administration
University of Massachusetts Boston 1979 — 1981
Bachelors, Political Science
Chase November 2014 - Present
JPMorgan Chase & Co. December 2011 - Present
Sun coast Oil January 2009 - December 2010
New York Life Insurance November 2007 - March 2008
Skills
Customer Service, Leadership, Sales, Marketing, Project Management, Team Building, Insurance, Microsoft Office, Training, Management, Microsoft Excel, Time Management, Financial Services, Teamwork, Banking, Finance, Outlook, Financial Analysis
Education
St. Petersburg College 2007 — 2009
Bachelor of Business Administration (A.A), Business Administration and Management, General
Strayer University
Bachelor's degree, Human Resources Management/Personnel Administration, General
New York Life July 2001 - Present
New York Life Insurance November 2003 - December 2006
Alfa Insurance October 1999 - June 2001
STANDARD OFFICE SUPPLY March 1996 - October 1999
MOORE BUSINESS FORMS August 1985 - March 1996
Education
The University of Southern Mississippi 1975 — 1980
Bachelor of Science, Business Administration; Marketing Management
Marshall Elementary School September 1995 - Present
New York Life Insurance August 1974 - December 1982
Skills
Blogging, Non-profits, Elementary Education, Public Speaking, Research, Teaching, Editing, Fundraising, Social Media, Mental Health, Creative Writing, Classroom
Education
University of Pennsylvania
Bachelor of Science (BS)
State Farm Insurance May 2012 - Present
NEW YORK LIFE INSURANCE August 2011 - December 2011
AIR SYSTEMS COMPONENTS December 2007 - September 2010
CTI TRANSPORTATION & LOGISTICS June 2006 - October 2007
Ford Motor Company September 2001 - June 2005
Ford Motor Company September 1999 - September 2001
Ford Motor Company March 1994 - September 1999
DAYKIN ELECTRIC March 1993 - March 1994
Skills
Quality Assurance, Manufacturing, Data Analysis, Management, Engineering, Software Documentation, ISO, Testing, Microsoft Excel, Quality Control, Customer Service
Education
The University of Texas at El Paso
Bachelors of Science degree, Electrical Engineering
BNBH Associates July 2013 - Present
Interstate Tire Distribution July 2012 - June 2013
New York Life Insurance Company. February 2012 - July 2012
New York Life Insurance February 2012 - July 2012
Dan's Foods July 2010 - February 2012
Brink's Inc January 2010 - June 2010
Mimi's Cafe February 2008 - October 2009
Applebee's June 2005 - February 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, Fixed Annuities, Finance, Retirement Planning, PowerPoint, Inventory Management, Time Management
Education
Salt Lake Community College 2007 — 2009
Associate's degree
Salt Lake Community College
General Education
University of Utah