New York Life Insurance Co

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. Customer service: 1 (800) 225-5695 Headquarters: New York City, NY CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,

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New York Life Insurance Co Employees

Employee
Years
Job
Industry
Stephanos Karas Stephanos Karas Upper Darby, Pennsylvania Details
Stephanos Karas's New York Life Insurance Co Experience January 2002 - September 2009
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
PNC Bank  August 2014 - Present
Wells Fargo  October 2011 - Present
Amerilife Marketing Group   September 2009 - October 2011
New York Life Insurance Co.  January 2002 - September 2009

Skills
Financial Services, Strategic Financial..., Financial Risk..., Loan Servicing, Account Management, Investment Advisory, Customer Service

Education
Temple University - Fox School of Business and Management   1997 — 2001
Bachelor of Business Administration (BBA), Finance, General

Mitchell C Hunter Mitchell C Hunter Greater Seattle Area Details
Mitchell C Hunter's New York Life Insurance Co Experience March 2006 - July 2010
Job TalkingMarks Media
Industry Marketing and Advertising
Experience
Talking Marks Media   June 2013 - Present
Seattle LGBT Mayor's Commission   September 2012 - Present
Care Planning Asssociates   May 2011 - Present
New York Life Insurance Co   March 2006 - July 2010
Talking Marks   January 1995 - February 2006
Chase Manhattan Mortgage  May 2002 - December 2004
Conversay  2000 - 2001
Microsoft - SQL Server 7   1996 - 1999
Sierra Geophysics  February 1990 - August 1993

Skills
Social Media, Graphic Design, Social Networking, Advertising, Marketing, Marketing Strategy, Photography, Strategic Planning, Public Speaking, Non-profits, Life Insurance, Project Management, Small Business, Insurance, Retirement Planning, Strategy, Public Relations, Nonprofits, Fundraising, Negotiation, Business Development..., Community Engagement, Connecting People, Media Production, Active Listener, Management, Digital Video, Editing, Sales, Problem Solving, Web Design, Business Planning, Research, Leadership, Training, Analysis, Policy, Customer Service, Consulting, Software Documentation, Technical Support

Education
San Diego State University-California State University   1988 — 1989
grad work towards MEd in Ed'l Tech

The University of Texas at Austin   1988 — 1989
study towards MEd, graduate work in Instruct'l Tech

The University of Texas at Austin   1978 — 1983
BS, Communications/Radio TV Film

Sidney Lanier High School   1974 — 1978

Bob Dayre Bob Dayre Greater New York City Area Details
Bob Dayre's New York Life Insurance Co Experience January 1983 - March 1986
Job Associate Director Operations at New York University
Industry Telecommunications
Experience
New York University  June 2014 - Present
JP Reis  November 2013 - June 2014
IPC Systems Inc.  January 2007 - September 2013
IPC Systems, Inc  January 1997 - January 2007
IPC Systems Inc  January 1994 - January 1997
IPC Systems, Inc  April 1990 - January 1994
IPC Information Systems  October 1989 - April 1990
IPC Information Systems  May 1987 - October 1988
The Bank of New York  April 1986 - May 1987
New York Life Insurance Co   January 1983 - March 1986

Skills
Project Management, Purchasing, Mergers, Warehousing, Telecommunications, Operations Management, Budgets, Telephony, VoIP, SIP, Vendor Management, Unified Communications, Mergers & Acquisitions, Cisco Technologies, Team Leadership, Avaya, MPLS, Data Center, Call Centers, Managed Services, Service Delivery, Management, IP, Integration, ACD, Network Design, Ethernet, Wireless, WAN, Reporting & Analysis, Co-location, Solution Selling, Networking, Servers, Inventory Management, IP PBX, Customer Service, Business Process..., Leadership, Business Applications, Cloud Computing, Product Management, Cisco Call Manager, Troubleshooting, Disaster Recovery, SaaS, System Deployment, Switches, Outsourcing, Team Management

Education
City University of New York-Baruch College
Bachelor of Business Administration, Management - Management Systems

St. Johns University   1984 — 1986
MBA Program: Business - Statistical Analysis

Bob Munier Bob Munier Greater New York City Area Details
Bob Munier's New York Life Insurance Co Experience May 2010 - August 2010
Job Digital Strategist at CDMiConnect
Industry Marketing and Advertising
Experience
CDMiConnect  May 2015 - Present
CDMiConnect  November 2013 - May 2015
Cline Davis & Mann  October 2012 - November 2013
Cline Davis & Mann  September 2011 - October 2012
New York Life Insurance Co   May 2010 - August 2010
WebMD  May 2009 - August 2009

Skills
Digital Marketing, Strategy, Business Development, Project Management, User Experience, Multi-channel Marketing, Digital Strategy, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Email Marketing, Direct Marketing, Marketing, Online Advertising, Interactive Marketing, New Business Development, Account Management, Adobe Creative Suite, Strategic Planning, CRM, Creative Strategy, Leadership, InDesign, Brand Development, Social Media, Market Analysis, Microsoft Office, Market Research, Public Speaking

Education
Rensselaer Polytechnic Institute   2007 — 2011
Bachelor of Science, Major: Business and Management; Marketing and Advertising - Minor: Psychology

Rensselaer Polytechnic Institute   2007 — 2011
BS in Management, Marketing & Advertising

John L. Fulbright III John L. Fulbright III Jacksonville, Texas Details
John L. Fulbright III's New York Life Insurance Co Experience 1996 - 1998
Job B2B Sales/ Training/Human Resources/ Management/Recruiter
Industry Information Technology and Services
Experience
XETX- Xerographics East Texas - Xerox Authorized Dealer   August 2012 - Present
Monitronics International  2011 - 2012
Recruiter/Trainer/Supervisor   May 2008 - July 2011
2008 Gateway Mortgage Group   2000 - April 2008
Englewood Community Health Organization   1998 - 2000
Englewood Community Health Organization   September 1998 - December 1998
New York Life Insurance Co   1996 - 1998
Dallas County MHMR  1993 - 1998

Skills
Recruiting, Operations Management, Customer Service, Account Management, Analysis, Team Building, Policy, Public Speaking, Marketing, Sales, CRM, Negotiation, Strategic Planning, Coaching, Hiring, System Administration, New Business Development, Software Documentation, Budgets, Team Leadership, Leadership Development, Supervisory Skills, Customer Retention, Customer Satisfaction, Program Management, Sales Operations, Microsoft Office, Contract Negotiation, Organizational..., Employee Relations, Customer Relations, Administration, Sales Management, Inventory Management, Problem Solving, Mentoring, Troubleshooting, Contract Management, Call Centers, Budgeting, Quality Assurance, Sales Process, Outlook, Word, Excel, PowerPoint, Documentation, Data Entry, Vendor Relations, Leadership

Education
Leadership Lufkin   2014 — 2015
Leadership Lufkin Graduate, Community Leadership

DFW Bible Institute and Seminary   2008 — 2009
Doctorate, Philosophy-Theocentric Business and Ethics

American College of Theology   1997 — 1999
Masters, Religious Counseling

The University of Texas at Arlington   1981 — 1983
Social Work Major

Prairie View A&M University   1979 — 1981
Criminal Justice

Travis Tholen Travis Tholen Austin, Texas Area Details
Travis Tholen's New York Life Insurance Co Experience March 2006 - November 2006
Job Director of Operations/COO at Austin Boom
Industry Sports
Experience
Austin Boom   August 2014 - Present
Baylor Fans   February 2013 - Present
Pearson Education  March 2010 - Present
Liquidation Channel  August 2012 - February 2014
Hoop Zone, Inc. 501 (c) 3 non-profit   June 2010 - April 2013
Hoop Zone   November 2006 - June 2010
Austin Toros  July 2007 - October 2009
Spurs Sports & Entertainment  July 2007 - October 2009
Christ Community Church  2001 - 2008
New York Life Insurance Co.  March 2006 - November 2006

Skills
Sports, Sponsorship, Press Releases, Social Media, Administration, Newsletters, Research, Customer Service, Feature Articles, Editing, Public Relations, Strategic Planning, Training, Sales, Ticket Sales, Business Planning, Media Relations, Program Management, Sports Management, Fundraising, Budgets, Storytelling, Marketing, Event Management, Baseball, Coaching, Radio, Newspapers, PowerPoint, Social Media Marketing, Magazines, Selling, Athletics, Nonprofits, Mac, Public Speaking, Publishing, Event Planning, Football

Education
Baylor University   1996 — 2000
BBA, Business-Journalism

Baylor University   1996 — 2000
BBA, Business Journalism

Baylor University - Hankamer School of Business   1996 — 2000
BBA, Business-Journalism

Aijana Johnson Aijana Johnson Orlando, Florida Area Details
Aijana Johnson's New York Life Insurance Co Experience June 2007 - June 2012
Job Social Media Specialist at Publix Supermarkets
Industry Internet
Experience
Publix Super Markets  June 2014 - Present
Coalition for the Homeless of Central Florida  August 2013 - 2014
Growth from Grief   2013 - 2014
Give Kids The World  June 2012 - December 2012
New York Life Insurance Co   June 2007 - June 2012
University of Central Florida Alumni Association- Young Alumni Chapter   January 2011 - January 2012

Skills
Cash Management, Outlook, Customer Service, Blogging, Press Releases, Newsletters, Social Media, Copy Editing, PowerPoint, Event Planning, Grants, Copywriting, Public Relations, Project Management, InDesign, Photoshop, Corporate Communications, Community relations

Education
University of Central Florida   2010 — 2012
M.A., Mass Communication

University of Central Florida
B.A, Organizational Communication; Marketing

Drew Hartmann Drew Hartmann Brentwood, Tennessee Details
Drew Hartmann's New York Life Insurance Co Experience May 2008 - January 2009
Job Senior Accountant at HCA Physician Services
Industry Accounting
Experience
HCA Physician Services  November 2011 - Present
Farmers Capital Bank Corporation  June 2011 - October 2011
Central Bank  January 2009 - June 2011
Burba & Company, PSC   February 2011 - April 2011
New York Life Insurance Co   May 2008 - January 2009
Central Bank  August 2007 - August 2008
TPI-Practice Management Services   May 2005 - May 2006

Skills
Revenue Cycle, Revenue Analysis, Business Objects, MicroStrategy Reporting, HOST General Ledger..., CPA eligible, eClinical Works, Microsoft Excel, Process Improvement, Variance Analysis, Account Reconciliation, Accounts Receivable, Financial Accounting

Education
University of Kentucky   2010 — 2011
Bachelor of Science, Accounting, Economics

University of Kentucky   2004 — 2010
Bachelor of Business Administration, FinanceMay 2010

Moe Abdou Moe Abdou Greater San Diego Area Details
Moe Abdou's New York Life Insurance Co Experience December 1987 - December 2006
Job Founder @ 33voices
Industry Internet
Experience
Beyond Wealth Sports   March 2011 - Present
33voices   March 2010 - Present
Learn From My Life   July 2007 - 2010
iEvolution   2005 - 2009
New York Life Insurance co   December 1987 - December 2006

Skills
Youth Mentoring, Start-ups, Thought Leadership, Business Strategy, Entrepreneur, Executive Coaching, Strategic Partnerships, Mentoring, Entrepreneurship, Team Building, New Business Development, Public Speaking, Strategy, Management, Business Planning, Marketing Strategy, Strategic Planning, Management Consulting, Online Advertising, Leadership, Executive Management, Social Media Marketing, Venture Capital, Leadership Development, Small Business, Online Marketing, SEO, Mergers & Acquisitions, Sales, Networking, Social Networking, E-commerce, SEM, Digital Marketing, Finance, Digital Strategy, Social Media, CRM, Analytics, Business Development, Mobile Marketing, Email Marketing, Web Marketing, PPC, Competitive Analysis, Strategic Consulting, Brand Development, Web Analytics, Angel Investing, Corporate Development

Education
George Mason University   1982 — 1986
Finance

David Bentz David Bentz Dallas/Fort Worth Area Details
David Bentz's New York Life Insurance Co Experience 1989 - 1990
Job Assistant Director at Group Services, Inc.
Industry Security and Investigations
Experience
Group Services, Inc.   July 2012 - Present
U.S. Secret Service   December 1990 - June 2012
New York Life Insurance Co.  1989 - 1990
Dan Serna, CPA   1985 - 1989
U.S. Marine Corps   1980 - 1989

Skills
Emergency Management, Risk Assessment, Investigation, Security Operations, Investigations, Law Enforcement, Physical Security, Crisis Management, Government Liaison, Executive Protection, Security, Risk Management, Fraud Investigations, Corporate Security, Government, Public Speaking, Microsoft Office, Teaching, Business Continuity, Supervisory Skills, Security Clearance, Background Checks, Private Investigations, Forensic Analysis, Criminal Investigations, Fraud, Enforcement, Protection, Firearms, Cybercrime, Internal Investigations, Interrogation, Surveillance, Homeland Security, Counterterrorism, Criminal Justice, Security Management, Counterintelligence, Workplace Violence, Computer Forensics, Evidence, National Security, Asset Protection, Law Enforcement..., Personal Protection, Intelligence, Vulnerability Assessment, Crime Prevention, Federal Law Enforcement, Intelligence Analysis

Education
The University of Texas at Arlington - College of Business Administration   1984 — 1988
BBA - Management, Minor, Criminal Justice

LSU   1979 — 1979
All State Drummer, Music

Peggy Kitsoulis Peggy Kitsoulis San Francisco Bay Area Details
Peggy Kitsoulis's New York Life Insurance Co Experience 2003 - 2005
Job Regional Marketing Specialist Institutional Distribution at The Prudential Insurance Company of America
Industry Insurance
Experience
The Prudential Insurance Company of America  June 2013 - Present
Beauty Solutions LLC  November 2012 - May 2013
S. Sakata and Associates   August 2006 - November 2011
2005 to 2006  2005 - 2006
New York Life Insurance Co   2003 - 2005
Genesis Rehabilitation Services  January 2001 - January 2002

Skills
Sales, Public Speaking, Public Relations, Insurance, Social Media Marketing, Marketing

Education
Nova Southeastern University   1998 — 2000
Masters, Communicative Disorders

University of Central Florida
BS Communicative, Sciences & Disorders

Milton Torrecillas Milton Torrecillas Dallas/Fort Worth Area Details
Milton Torrecillas's New York Life Insurance Co Experience January 2006 - May 2006
Job General Manager at HighRise Maintenance Systems, Inc.
Industry Construction
Experience
HighRise Maintenance Systems, Inc.   July 2006 - Present
New York Life Insurance, Co  January 2006 - May 2006
Hi-Tech Wireless   March 2001 - August 2003
Reliable Life Insurance Co.   May 1998 - March 2001
Welding   November 1994 - March 1996

Skills
Budgets, Process Improvement, Strategic Planning, Operations Management, Team Building, Microsoft Excel, Inventory Management, Contract Negotiation, Microsoft Office, Project Management, Project Planning, Troubleshooting, Welding, MIG welding, Arc Welding, tig welding, Sales, Retail, Insurance, Spanish, English, Bible Study, Bible teaching, Sales Management

Education
Tarrant County College   2013 — 2013

CBTF   1991 — 1992
Accounting, Accounting

Chris Adamo Chris Adamo Miami Beach, Florida Details
Chris Adamo's New York Life Insurance Co Experience April 2005 - April 2006
Job Architect of Great Ideas, Advisor, Account Director, Consultant and Partnership Creator
Industry Marketing and Advertising
Experience
Audubon House and Tropical Gardens   December 2010 - Present
DXagency  January 2015 - August 2015
1800 Flowers.com Inc.   June 2007 - January 2015
Madpackers.com   April 2006 - May 2007
New York Life Insurance Co   April 2005 - April 2006
CVS Pharmacy  November 2003 - April 2005

Skills
Account Management, Building Relationships, Relationship Marketing, Public Relations, Team Management, Cold Calling, Sales Process, Promotions, Social Media Marketing, Entrepreneurship, Sales, Key Account Management, New Business Development, Social Media, B2B, Networking, Event Planning, E-commerce, Strategic Partnerships, Customer Service, Social Networking, Sales Presentations, Team Building, Online Advertising, Product Marketing, Competitive Analysis, Sales Management, Digital Marketing, Team Leadership, Business Planning, Retail, Marketing, Online Marketing, Business Development, Market Research, Management, Negotiation, Affiliate Management, Program Management, Budgets, Affiliate Marketing, Lead Generation, Market Planning, Marketing Strategy, Email Marketing, Trade Shows, Direct Marketing, Marketing Communications, Leadership, Relationship Building

Education
Binghamton University - School of Management   2010 — 2011
MBA, Management

Binghamton University, State University of New York May 2003   2000 — 2003
B.S. degree, Business Management; Marketing concentration, 3.5

Fairleigh Dickinson University-Florham Campus   1998 — 2000

Robert Stern, JD, CFP® Robert Stern, JD, CFP® Dallas/Fort Worth Area Details
Robert Stern, JD, CFP®'s New York Life Insurance Co Experience April 2003 - October 2008
Job Wealth Strategist JP Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Chase & Co.   February 2015 - Present
Fidelity Investments  April 2010 - February 2015
Aviva USA  October 2008 - April 2010
New York Life Insurance Co.  April 2003 - October 2008
RSM McGladrey  December 2000 - April 2003
UBS Wealth Management  1999 - 2000
The Ayco Company, L.P.   June 1998 - December 1999
Eagle & Fein   June 1996 - June 1998

Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services

Education
Brooklyn Law School   1993 — 1996

College of the Holy Cross   1987 — 1991
BA, Economics

Xavier High School   1983 — 1987
HS Diploma

Omar Buckle Omar Buckle Greater New York City Area Details
Omar Buckle's New York Life Insurance Co Experience January 2008 - September 2011
Job CONSULTANT
Industry Marketing and Advertising
Experience
The Be Agency   March 2011 - February 2013
New York Life Insurance Co.  January 2008 - September 2011
The Run Group   June 2005 - August 2007

Skills
Social Media Marketing, Social Media, Media Buying, Online Advertising, Advertising, Business Performance..., Lead Generation, PPC, Digital Marketing, Email Marketing, Online Lead Generation, Facebook, Digital Media, Customer Acquisition, SEM, Account Management, Mobile Marketing, Marketing, Marketing Strategy, Web Marketing, Sales, Direct Marketing, Brand Management, CRM, Management, Strategy

Education
Norfolk State University
Bachelors, Journalism

Sloane Unwin, MBA Sloane Unwin, MBA Anchorage, Alaska Details
Sloane Unwin, MBA's New York Life Insurance Co Experience July 2007 - October 2009
Job Vice President Business Development at UCI, LLC
Industry Executive Office
Experience
UCI, LLC   August 2015 - Present
Unwin Rentals   April 2009 - Present
UCI, LLC   October 2013 - August 2015
SGWU Consulting   July 2013 - December 2013
UCI, LLC   October 2013 - October 2013
Bare Distillery Ak, LLC   October 2011 - May 2013
New York Life Insurance Co   July 2007 - October 2009
KYES Channel 5, TV Station   July 2006 - December 2007
Alaska Gun Inc   December 2004 - July 2006

Skills
Series 6, Series 63, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Public Speaking, Fundraising, Distillation, QuickBooks, Operations Management, Employee Management, Start-ups, Entrepreneurship, Business Planning, Drafting Policies, Procedure Development, Procedure Manuals, Financial Analysis, Budgets, Strategic Financial..., Accounting, Project Planning, Strategic Planning, Team Building, Marketing, Contract Negotiation, Policy, Analysis, New Business Development, Management, Small Business, Leadership, Executive Management, Leadership Development, Organizational..., Training, Event Management, Human Resources, Strategy, Coaching, Mergers & Acquisitions, Business Strategy, Finance, Recruiting, Sales, Business Development, Negotiation, Staff Development, Nonprofits

Education
University of Alaska Anchorage   2010 — 2011
MBA, Business Management

University of Alaska Anchorage   2002 — 2006
BA, Justice

Dimond High

Jennifer Rodriguez Jennifer Rodriguez Greater Los Angeles Area Details
Jennifer Rodriguez's New York Life Insurance Co Experience June 2002 - March 2004
Job Market Sales Manager at Lowes Home Improvement
Industry Professional Training & Coaching
Experience
Lowes Home Improvement  2013 - Present
Billboard Connection  January 2010 - December 2013
Lowe's Home Improvement  December 2011 - July 2013
Tango Tab   March 2011 - June 2011
Independent Consultant  August 2010 - March 2011
COX ENTERPRISES / VALPAK   May 2005 - May 2010
Amway / Quixtar   January 1994 - January 2008
AIG  March 2004 - May 2005
New York Life Insurance Co.  June 2002 - March 2004
ADVO, INC  January 2000 - January 2002

Skills
Advertising, Direct Marketing, B2B, Account Management, Strategy, Marketing, Sales, Strategic Partnerships, Digital Media, Digital Marketing, Management, Lead Generation, CRM, Advertising Sales, Media Planning, Entrepreneurship..., Leadership, Selling, Social Media Marketing, Start-ups, Mobile Marketing, Sales Operations, Training, Team Building, Entrepreneurship, Solution Selling, Social Media, Online Advertising, Recruiting, Marketing Strategy, Sales Management, New Business Development, Email Marketing, Customer Service, Consultative Sales...

Education
California State University-Chico   1986 — 1989
BS, Apparel Design

Chabot College   1986 — 1987
Bachelor of Science (BS), Apparel Design

Santa Barbara City College   1983 — 1985
general

Herbert Rosen, Esquire Herbert Rosen, Esquire Greater Boston Area Details
Herbert Rosen, Esquire's New York Life Insurance Co Experience February 1999 - August 2000
Job Attorney & Independent Financial Services Professional
Industry Financial Services
Experience
Financial & Legal Consulting Associates   September 2000 - Present
New York Life Insurance Co   February 1999 - August 2000
Prosecutor for Plymouth County District Attorney Michael Sullivan under S.J.C   May 1996 - December 1996
Prudential  September 1991 - December 1993
Metropolitan Insurance Co   June 1989 - September 1991

Skills
Trusts, Insurance, Investments, Wealth Management, Strategic Financial..., Asset Managment, Financial Services, Estate Planning, Elder Law, Probate, Medicaid Planning, Wills, Durable Powers of..., Health Care Proxy &..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Wealth, Long Term Care Insurance, Estate Tax Planning, Financial Planners, Business Planning, Life Insurance, Estate Law, Term Life Insurance, Business..., Employee Benefits, Mutual Funds, Series 7, Asset Management, Powers of Attorney

Education
New England School of Law
JD

MBA Boston University
MBA, Financial Services Management; Economics

Tufts University
BA, Economics

Brockton High School

Danielle Villegas Danielle Villegas Greater Seattle Area Details
Danielle Villegas's New York Life Insurance Co Experience June 2005 - October 2009
Job Writer/Director for Film and TV
Industry Motion Pictures and Film
Experience
Care Planning Associates   April 2010 - December 2013
New York Life Insurance Co.  June 2005 - October 2009
Utilikilts CO.   October 2000 - March 2005

Skills
Production, Public Speaking, Event Planning, Event Management, Team Building, Television, Entertainment, Film, Film Production, Problem Solving, Video, Voice Over

Education
California Institute of the Arts   1993 — 1996
MFA

University of California, Santa Barbara   1984 — 1987
BA

Shasta College   1980 — 1984
AA

Santa Monica College

Robert Scott, MBA Robert Scott, MBA Greater Chicago Area Details
Robert Scott, MBA's New York Life Insurance Co Experience December 2003 - June 2005
Job Assistant Manager at Jewel Osco
Industry Executive Office
Experience
Jewel Osco  March 2012 - Present
Macy's East  October 2008 - March 2012
Coca-Cola Enterprises  January 2006 - November 2007
New York Life Insurance Co   December 2003 - June 2005
Wells Fargo Bank  April 2001 - October 2003

Skills
P&L, Retail Management, Merchandising, Profitability, Inventory Management, Budgeting, Budgets, Store Management, Training, Income Statement, Sales, Sales Operations, Retail, Pricing, Customer Service, Coaching, Marketing, Finance, Management, Leadership, Profit

Education
Benedictine University, Lisle IL   2008 — 2010
MBA, Business

University of Minnesota-Twin Cities   1979 — 1987
Economics

University of Minnesota-Minneapolis   1979 — 1985
B.A., Economics

Jason Lillis Jason Lillis Greater Atlanta Area Details
Jason Lillis's New York Life Insurance Co Experience January 2011 - Present
Job Senior Technology Leader Data Center/ DR/ Business & IT Continuity/ Project Management
Industry Information Technology and Services
Experience
New York Life Insurance Co.  January 2011 - Present
New York Life Insurance Company  November 2008 - January 2011
New York Life Insurance Company  December 2003 - November 2008
New York Life Insurance Company  June 2003 - December 2003
New York Life Insurance Company  May 2001 - June 2003
Belenos  2000 - 2001
Lucent Technologies  1993 - 2000

Skills
Business Continuity, Disaster Recovery, Project Management, Service Continuity, Vendor Management, Risk Management, Change Management, Business Continuity..., Project Portfolio..., Program Management, Information Technology, IT Strategy, Data Center, Enterprise Software, Management, Business Process, Software Documentation, Strategy, Service Delivery, Telecommunications, Leadership, Infrastructure, IT Management, Networking, System Deployment, Enterprise Architecture, Professional Services, PMO, IT Operations, ITIL

Education
American University
Professional Certification, Project Management

Virginia Polytechnic Institute and State University
B.S., Business Management

Nadine Akkari Nadine Akkari Greater Los Angeles Area Details
Nadine Akkari's New York Life Insurance Co Experience January 2008 - Present
Job Agent at Max New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Co.  January 2008 - Present

Education
La Sierra University   2006 — 2007
Master's In Business Adminstration, Business Administration: Management, Finance, Accounting, & Human Resource Management

Thomas Schweitzer Thomas Schweitzer Greater St. Louis Area Details
Thomas Schweitzer's New York Life Insurance Co Experience March 2009 - Present
Job Registered Rep at New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Co   March 2009 - Present
SkyDev Technologies   June 2006 - May 2009

Skills
Fixed Annuities, Disability Insurance, Life Insurance, Long Term Care Insurance, Roth IRA, Buy-sell Agreements, Securities, Defined Benefit, Non-Qualified Deferred..., Executive Pay, IRAs, Investments, Retirement, 401k Rollovers, Estate Planning, Long-term Care, Wealth Accumulation, 401k, Mutual Funds, Term Life Insurance, 403 b, Health Insurance, Key Person Insurance, Traditional IRA, Variable Annuities, College Savings Plans, SEP IRA, Asset Allocation, Universal Life, Permanent Life Insurance, Whole Life, Guaranteed Lifetime..., 529 Plans, Retirement Savings, Simple IRA, Pensions

Education
University of Missouri-Columbia   2005 — 2009
B.S.B.A., Real Estate

University of Missouri-Columbia, College of Business   2005 — 2009
B.S.B.A., Finance and Banking

De Smet Jesuit Highschool
High School

Kevin Kirkpatrick, LUTCF Kevin Kirkpatrick, LUTCF Portland, Oregon Area Details
Kevin Kirkpatrick, LUTCF's New York Life Insurance Co Experience April 2008 - Present
Job Financial Services Professional at NYLIFE Securities, LLC.
Industry Insurance
Experience
New York Life Insurance Co.  April 2008 - Present
Wealthbridge Mortgage  April 2007 - April 2008
Verizon Wireless  October 2005 - April 2007

Skills
Retirement Planning, Long Term Care Insurance, Small Business, Retirement, 401k Rollovers, Annuity Sales, Insurance, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Succession Planning, Wealth Preservation..., Investments, Financial Services, Finance, Term Life Insurance, Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Customer Service, Management

Education
Oregon State University   2000 — 2004
BS, Business, Mathematics

Sunset High School   1996 — 2000
Diploma, General Studies

Titus Bocseri Titus Bocseri Greater New York City Area Details
Titus Bocseri's New York Life Insurance Co Experience May 2004 - April 2007
Job Managing Director, National Insurance Practice at Slalom
Industry Financial Services
Experience
Slalom Consulting  January 2015 - Present
Carlisle & Gallagher Consulting Group  January 2013 - November 2014
Accenture  July 2011 - October 2012
HSBC  June 2008 - 2011
Willis Group Holdings Limited   May 2007 - May 2008
New York Life Insurance Co   May 2004 - April 2007
The Columbia Group, Inc   December 1996 - May 2004
Columbia University  1995 - 1997

Skills
CRM, Product Development, Strategy, Due Diligence, Business Strategy, Analysis, Business Development, Financial Analysis, Valuation, Leadership, Competitive Analysis, Management Consulting, Mergers, Public Speaking, Financial Modeling, Marketing Strategy, Strategic Planning, Business Analysis, Market Research, Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Risk Management, Investments, Project Management, Consulting, Executive Management, Portfolio Management, Program Management, Integration, Enterprise Software, Training

Education
Columbia University - Columbia Business School   2000 — 2002
MBA, Finance and Economics

Columbia University in the City of New York   1993 — 1995
MS, Technology Management

Technical Millitary Academy

Caryn Clark... The Hip Chick Voice! Caryn Clark... The Hip Chick Voice! Fort Myers, Florida Area Details
Caryn Clark... The Hip Chick Voice!'s New York Life Insurance Co Experience July 1998 - July 2007
Job Voice Over Actress
Industry Broadcast Media
Experience
self employed owner of VoiceChick Productions LLC   July 2006 - Present
New York LIfe Insurance Co.  July 1998 - July 2007
Lord, Abbett & Co.   1997 - 1998
Alamo Rent a Car  1996 - 1998
Value Line  1995 - 1995
SunAmerica Asset Management  1994 - 1995

Skills
Broadcast, Voice Over, Radio, Sound, Audio Editing, Radio Advertising, Commercials, Television, Voice Acting, Entertainment, Acting, Creative Direction, Video, Podcasting, Editing, Documentaries, Radio Producing, Audio Books, Singing, Radio Broadcasting, Marketing, Sound Design, Multimedia, Audio Post Production, Comedy, Video Production, Proofreading, Recording, Video Editing, Voiceovers, Adobe Audition, Radio Host, Producing, Narrative

Education
University of Florida   1990 — 1994
BA, English

Clark Perry Clark Perry Greater Nashville Area Details
Clark Perry's New York Life Insurance Co Experience April 1979 - Present
Job Agent at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  April 1979 - Present

Skills
Long-term Care, Whole Life, Fixed Annuities, Term Life Insurance, Life Insurance

Education
The University of Memphis
Bachelor of Science, Biology

Danelle Herr Danelle Herr Richland/Kennewick/Pasco, Washington Area Details
Danelle Herr's New York Life Insurance Co Experience October 2006 - August 2007
Job Future Accounting Professional
Industry Accounting
Experience
Washington State University  August 2014 - Present
Columbia Basin College  September 2012 - June 2014
Tapani Underground   July 2011 - July 2012
Infinia Corporation  September 2008 - August 2011
Infinia Corporation  September 2008 - January 2011
ABM Industries  August 2007 - August 2008
ABM Industries  August 2007 - August 2008
New York Life Insurance Co   October 2006 - August 2007
The Rosewood Boutique   January 2001 - May 2004

Skills
Leadership, Project Management, Quality Assurance, Project Planning, Management, Testing, Analysis, Budgets, Customer Service, Engineering, Proposal Writing, Accounting, Purchasing, Networking, Time Management, Outlook, Process Improvement, Microsoft Office, Microsoft Excel, Accounts Payable, Financial Analysis, Program Management, Solar Energy, Databases, Cross-functional Team..., Accounts Receivable, Manufacturing, Forecasting, Financial Reporting, Continuous Improvement, CAD, Product Development, Organizational..., Renewable Energy, Team Building, Training, Research

Education
Washington State University Tri-Cities   2014 — 2016
Bachelor's Degree, Accounting and Business/Management, 3.9

Columbia Basin College   2012 — 2013
Associate of Arts and Sciences (AAS), Accounting and Business Administration, 3.8

Samuel DeYoung Samuel DeYoung Grand Rapids, Michigan Details
Samuel DeYoung's New York Life Insurance Co Experience January 2004 - January 2005
Job Product Line Manager at Bear VAI Technology
Industry Information Technology and Services
Experience
Bear VAI Technology   August 2013 - Present
Advanced Inventory Solutions  January 2013 - August 2013
Studio Bindi Graphics   January 2012 - December 2012
LPiT Solutions  August 2011 - January 2012
AIS Real Time   October 2008 - August 2011
G.R. Bicycle Company   January 2007 - October 2008
DeKok Realty/Builders   January 2004 - December 2006
New York Life Insurance Co   January 2004 - January 2005

Skills
Microsoft Office, Organizational..., Logistics, VMware, Citrix, Cisco Technologies, MS Project, SharePoint, Visio, Salesforce.com, Sales, Customer Service, Marketing, Leadership, Start-ups, Inventory Management, Management, Networking, Process Improvement, Team Leadership, Time Management, Manufacturing, Sales Management, Microsoft Excel, Team Building

Education
Calvin College   2000 — 2005
B.A, Business

Bruce Schobel Bruce Schobel Miami/Fort Lauderdale Area Details
Bruce Schobel's New York Life Insurance Co Experience June 1990 - March 2012
Job Consulting Actuary
Industry Financial Services
Experience
Self-employed  March 2012 - Present
New York Life Insurance Co.  June 1990 - March 2012
Social Security Administration  June 1979 - October 1988

Skills
Actuarial Science, Economic Capital, Actuaries, Retirement, Insurance, Embedded Value, Pensions, ALM, Reinsurance, Fixed Annuities, Financial Risk, Solvency II, Enterprise Risk..., Financial Analysis, Employee Benefits, Actuarial Consulting, Predictive Modeling, Financial Reporting, Life Insurance, Valuation, Statistics, Tax, Risk Management, Underwriting, Health Insurance, Pension Administration, VBA, Capital Management, Strategic Financial..., Defined Benefit, General Insurance, Investments, Stochastic Modeling, Prophet, Pricing, Variable Annuities, SAS, Retirement Plan..., Financial Modeling, Pension Funds, Universal Life, MoSes, Property & Casualty..., Retirement Planning, Financial Services, Defined Contribution, Actuarial, Reserving, Financial Planning, Annuity

Education
Massachusetts Institute of Technology   1970 — 1974
B.S., Mathematics

Brian Loutrel Brian Loutrel Greater New York City Area Details
Brian Loutrel's New York Life Insurance Co Experience June 1982 - Present
Job Vice President at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  June 1982 - Present
New York Life  1982 - Present

Skills
AML, OFAC, Privacy Compliance, Information Security..., Incident Response, Incident Investigation, FATCA, Business Ethics, Conflict Of Interest, FCPA, Risk Management, Financial Risk, Governance, Anti Money Laundering, Insurance, Internal Audit, Mutual Funds, Securities, Financial Services, Series 7, IT Audit, Investment Advisory

Education
Barry University   1978 — 1982
Bachelor of Science, Accounting

Cyrus Coleman, LUTCF Cyrus Coleman, LUTCF Greater Memphis Area Details
Cyrus Coleman, LUTCF's New York Life Insurance Co Experience November 2004 - July 2010
Job Account Manager at American Fidelity Assurance Company
Industry Financial Services
Experience
American Fidelity Assurance Company  July 2010 - Present
New York Life Insurance Co.  November 2004 - July 2010
Quiznos Sub  March 2002 - February 2008
Shelby Group International, Inc.   July 1984 - October 2003

Skills
Budgets, Business Planning, Contract Negotiation, Customer Service, Employee Benefits, Insurance, Investments, Leadership, Management, Retirement Planning, Sales, Strategic Planning, Strategy, Team Building

Education
The American College   2006 — 2008
LUTCF, Business Planning

Arkansas State University   1975 — 1980
Bachelor of Science, Applied Mathematics, Computer Science

Lyle Stander Lyle Stander Tampa/St. Petersburg, Florida Area Details
Lyle Stander's New York Life Insurance Co Experience March 2008 - Present
Job Hiring and Developing Entrepreneurial People Who Desire a Successful Career in Financial Services
Industry Insurance
Experience
New York Life Insurance Co.  March 2008 - Present
American General Life Companies is now part of the AIG Family!  December 2002 - December 2007
Allstate  December 2000 - December 2002
National Life Group  December 1992 - December 2000
Greater Tampa Association of Realtors  January 1996 - December 1996

Skills
Recruiting, Insurance, Training, Estate Planning, Retirement Planning, College Recruiting, Financial Recruiting, Hands on Leader, Interviewing, Finance, Financial Services, Life Insurance, Business Planning, Fixed Annuities

Education
The American College   1992 — 2005
ChFC and CLF Designations, Financial Planning and Services

Syracuse University   1967 — 1971
BS, Journalism

Vijay Narayanan Vijay Narayanan Greater New York City Area Details
Vijay Narayanan's New York Life Insurance Co Experience July 2013 - February 2015
Job AVP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  February 2015 - Present
New York Life Insurance Co.  July 2013 - February 2015
New York Life Insurance Co.  June 2010 - July 2013
Stony Brook University  September 2009 - December 2009
New York Life Insurance Company  May 2009 - August 2009

Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Agile Methodologies, Stakeholder Engagement, Process Improvement, Efficiency Improvement, Quality Assurance, SharePoint, JIRA, HP Quality Center, Rally, SQL, XML, Oracle, C#, Visio, .NET, Visual Studio, VB.NET, Shell Scripting, ODBC, Scripting, Toad, Life Insurance, Management

Education
Stony Brook University   2006 — 2009
B.S., Information Systems, Business Management

Clarkstown South HS

Shelly Shaffer Shelly Shaffer Vermilion, Ohio Details
Shelly Shaffer's New York Life Insurance Co Experience June 2010 - May 2014
Job Medical billing and coding
Industry Medical Practice
Experience
Medical Coding   2014 - Present
New York Life Insurance Co   June 2010 - May 2014
TeleTech  January 2008 - June 2010
Mayer Architectural Group Inc   January 2003 - January 2008
Absolute Machine Tools  January 1999 - January 2001
Various RN Positions   May 1994 - May 1999

Skills
Invoicing, EMR, HIPAA, Healthcare, Healthcare Information..., Medical Coding, Medical Terminology

Education
Career Step   2008 — 2008
Medical Transcription Certification

Lorain County Community College   1989 — 1993
Associates Degree, Nursing, Registered Nurse

Lori Genk Lori Genk Palm Coast, Florida Details
Lori Genk's New York Life Insurance Co Experience 2008 - 2013
Job Independent Agent at The Bailey Group
Industry Insurance
Experience
The Bailey Group  2008 - Present
New York Life Insurance Co.  2008 - 2013
New York Life Insurance Company  1999 - 2008
American Bankers Insurance Group  1991 - 1999
Blue Cross Blue Shield of Florida  1984 - 1991
Zales Jewelers  1981 - 1984
CH2MHill  1979 - 1981

Skills
Technical Writing, Written & Oral..., Oral & Written..., Health Insurance, Insurance

Education
University of North Florida   1982 — 1984
MBA

University of Florida   1975 — 1979
BS Journalism

Sheryl Warren Sheryl Warren New York, New York Details
Sheryl Warren's New York Life Insurance Co Experience April 2000 - October 2010
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  April 2012 - Present
New York Life Insurance Company  October 2010 - April 2012
New York Life Insurance Company  January 2010 - October 2010
New York Life Insurance Co.  April 2000 - October 2010
New York Life Insurance Company  July 1998 - April 2000

Skills
Strategy, Management, Business Development, Leadership, Team Building, Project Management, Budgets, Coaching, Customer Experience, Integrated Marketing, Public Speaking, Program Management, Call Centers, Succession Planning, Competitive Analysis, Customer Service, Business Process, Life Insurance, Strategic Planning, Employee Engagement, Product Management, Insurance, Marketing Communications, Team Leadership, Cross-functional Team...

Education
Northeastern University   2012 — 2015
Master of Business Administration (MBA), Marketing

New York University   1997 — 1999
MA, Communications

State University of New York at Albany   1984 — 1988
BA, Communications

Ezra Schattner, LUTCF Ezra Schattner, LUTCF Greater Boston Area Details
Ezra Schattner, LUTCF's New York Life Insurance Co Experience October 2007 - July 2014
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  July 2015 - Present
Principal Financial Group  August 2014 - July 2015
New York Life Insurance Co.  October 2007 - July 2014
ECELLC   December 2003 - August 2007
Ultimate Parking LLC.  September 1993 - November 2003

Skills
401k, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Traditional IRA, Roth IRA, Mutual Funds, Series 6 and 63..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance

Education
Northeastern University   1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Psychology

Northeastern University

Conrad Hector Jr. Conrad Hector Jr. Greater New York City Area Details
Conrad Hector Jr.'s New York Life Insurance Co Experience June 2005 - August 2007
Job Law Practice Professional
Industry Law Practice
Experience
New York City Law Department  May 2009 - August 2011
Jay Company   May 2008 - August 2008
New York Life Insurance Co   June 2005 - August 2007

Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Internet, Interpersonal..., Problem Solving, Technology, Quick Study, Research, Cross-functional Team..., People Skills, Time Management, Phone Etiquette, Answering Phones, Email Clients, Greeting, Fax, Copying, Printers, Print

Education
State University of New York College at Buffalo   2006 — 2011
Bachelor of Science (BS), Criminal Justice and Corrections, 3.0

Jeremy J. Pfahl Jeremy J. Pfahl Cleveland/Akron, Ohio Area Details
Jeremy J. Pfahl's New York Life Insurance Co Experience September 2002 - October 2004
Job Branch Manager, U.S. Bank
Industry Banking
Experience
U.S. Bank   April 2015 - Present
Fifth Third Bank  May 2013 - February 2015
PNC Bank  December 2011 - May 2013
Fifth Third Bank  October 2006 - December 2011
State Farm Insurance  October 2004 - October 2006
New York Life Insurance Co   September 2002 - October 2004

Skills
Small Business Lending, Loans, Banking, Consumer Lending, Customer Service, Branch Management, Cross Selling, Coaching, Microsoft Word, Microsoft Excel, Microsoft Office, Sales, Retail Banking, Lines Of Credit, Deposits, Credit, Commercial Banking, Commercial Lending, Mortgage Lending

Education
Bowling Green State University   1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government

Eric Sandberg Eric Sandberg Greater Boston Area Details
Eric Sandberg's New York Life Insurance Co Experience October 1996 - August 1997
Job Chief Executive Officer at Ras Labs, LLC
Industry Biotechnology
Experience
Ras Labs, LLC   January 2014 - Present
Osram Sylvania  June 2007 - January 2014
Hingham Youth Soccer   July 2007 - April 2013
Zoom Technologies, Inc.   March 2006 - April 2007
INTRAL Corporation  June 2005 - March 2006
Servicio Integral Hospitalario, S.L.   February 2004 - June 2005
INTRAL Corporation  January 1998 - June 2003
TEMPORARY STAFFING SYSTEMS INC.   August 1997 - December 1997
NEW YORK LIFE INSURANCE CO.  October 1996 - August 1997
CAROLINA DAY SCHOOL  September 1993 - August 1996

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2012
MBA

Skidmore College   1988 — 1992
BA

Joy Wong Joy Wong New York, New York Details
Joy Wong's New York Life Insurance Co Experience November 1997 - July 2000
Job Corporate Vice President, Supplier Diversity / Procurement at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  March 2014 - Present
New York Life Insurance Company  September 2011 - February 2014
New York Life Insurance Company  May 2011 - September 2011
New York Life Insurance Company  July 2010 - May 2011
New York Life Insurance Company  September 2007 - September 2010
New York Life Insurance Company  November 2003 - September 2007
New York Life Insurance Company  July 2000 - November 2003
New York Life Insurance Co.  November 1997 - July 2000

Skills
Contract Negotiation, Supplier Diversity, Travel Management, Strategic Sourcing, Procurement, Sourcing, Vendor Relations, Analysis, Budgets, Vendor Management, Cross-functional Team..., Process Improvement, Management, Food Service Operations, Strategy, Negotiation, Corporate Liaison, Client Liaison, Vendor Contracts, P&L Management, Contract Management, Vendor Relationships, Diversity, Corporate and Executive..., Diversity & Inclusion, Budgeting, Financial Analysis, Reporting & Analysis, Executive Reporting, Community Outreach, Non-profit Volunteer, Food Service, Committee Liaison, Conference Rooms, Leadership, Operations Management, RFP, Insurance, Team Building, Ariba, Outsourcing, Performance Management, Forecasting, Risk Management, Program Management, Strategic Planning, Training, Organizational..., Business Process..., Executive Management

Education
Baruch College, City University of New York (CUNY)   1992 — 1995
B.A., Psychology

University of Santo Tomas   1984 — 1987
B.S., Psychology (Pre-Med)

Camelia Canepa-Zipprich Camelia Canepa-Zipprich Greater New York City Area Details
Camelia Canepa-Zipprich's New York Life Insurance Co Experience 1976 - 2000
Job Mortgage Specialist II at MetLife Home Loans
Industry Real Estate
Experience
Carver Federal Savings Bank  May 2012 - Present
MetLife Home Loans  January 2011 - April 2012
looking for a job  2006 - 2011
NYCB  September 2006 - August 2009
Citicorp  2006 - 2006
Coastal Capital  2003 - 2006
New York Life Insurance  November 1976 - April 2000
new york life insurance co   1976 - 2000
new york life insurance company  1976 - 2000

Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting, Foreclosures, Outlook, FHA, Banking, Leases, Credit, Time Management, Investment Properties, Residential Mortgages, Microsoft Word, Lotus Notes, Refinance, Microsoft Excel, Auditing, Asset Management, Real Estate Economics, Real Estate, Finance, Financial Analysis, Due Diligence, Valuation, Investments

Education
queens college - cuny   2001 — 2002
18 credits totward my masters in american history, Social Studies Teacher Education, 3.5

nyu school of continuning education   1982 — 1984
certificate in real estate appraisal, real estate, 35

City University of New York-Hunter College   1971 — 1976
BA, Social Studies

st.angela hall academy   1967 — 1971
academic high school degree, academic high school degree, 9-12

our lady of the angelus   1959 — 1967
elementary school academic degree, elementary school degree, 1-8

Fran Armendariz Fran Armendariz Greater Denver Area Details
Fran Armendariz's New York Life Insurance Co Experience February 2004 - Present
Job Co Owner at Colorado Cleaning Professionals LLC
Industry Insurance
Experience
Colorado Cleaning Professionals LLC   2015 - Present
New York Life  2006 - Present
New York Life Insurance Co   February 2004 - Present
Life Quotes, Inc.   2010 - 2010
Health Choice One  2007 - 2008
State of Colorado  June 1997 - September 2004

Skills
Networking, Databases, Investments, Retirement Planning, Life Insurance, Retirement, Strategic Financial..., Disability Insurance, Insurance, Estate Planning, Mutual Funds, Small Business, Wealth Management, Financial Services, Financial Advisory, Employee Benefits, Finance, Financial Analysis, Leadership, Mortgage Lending

Education
University of Colorado Boulder   1998 — 2004

Barry Moskovits Barry Moskovits Greater New York City Area Details
Barry Moskovits's New York Life Insurance Co Experience 1989 - 2001
Job Program Manager at Data Imaging Solutions
Industry Computer Software
Experience
Data Imaging Solutions   2009 - Present
Linedata Services  2001 - 2009
New York Life Insurance Co.  1989 - 2001
Complete Security Systems   1988 - 1989

Skills
Strategic Planning, SaaS, Business Analysis, Financial Services, Requirements Analysis, SQL, Software Development, .NET, XML, Integration, Business Strategy, Databases, Disaster Recovery, CRM, Management, Start-ups, Strategy, Project Management, SDLC, Oracle, Enterprise Software, Project Planning, Business Intelligence, SOA

Education
The Graduate Center, City University of New York
MA, Computer Science

Cleveland State University
BS, Computer Science

Todd P. Claypool, CLU, ChFC, LUTCF Todd P. Claypool, CLU, ChFC, LUTCF Spokane, Washington Area Details
Todd P. Claypool, CLU, ChFC, LUTCF's New York Life Insurance Co Experience 2001 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group  2008 - Present
New York Life Insurance Co.  2001 - 2008
Securities America  1997 - 2001
Lutheran Brotherhood  1992 - 1997
Financial Network  1987 - 1991

Skills
Disability Insurance, Long Term Care, Insurance

Education
Eastern Washington University   1982 — 1987
Professional Accounting

Matthew Mauro Matthew Mauro Allentown, Pennsylvania Area Details
Matthew Mauro's New York Life Insurance Co Experience May 2008 - August 2008
Job Experienced in finance, accounting, and management in a variety of fields.
Industry Financial Services
Experience
Johnson & Johnson  July 2009 - July 2010
New York Life Insurance Co.  May 2008 - August 2008
Investors Bank & Trust  July 2004 - July 2007

Education
Cornell University - Johnson Graduate School of Management   2007 — 2009
MBA

Brandeis University   2000 — 2004
BS, Economics / Computer Science

Paul Mosley, CFP®, LUTCF Paul Mosley, CFP®, LUTCF Lake Havasu City, Arizona Details
Paul Mosley, CFP®, LUTCF's New York Life Insurance Co Experience March 2006 - June 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
Edward Jones  June 2011 - September 2013
The Hartford  June 2010 - June 2011
New York Life Insurance Co   March 2006 - June 2010
Merrill Lynch & Co  December 2004 - April 2005
Handcrafted Cabinet Co.   December 2002 - August 2004
The Church of Jesus Christ of Latter-day Saints  November 2000 - December 2002

Education
Brigham Young University   2004 — 2006
Bachelor's Degree, Financial Planning and Services

Brigham Young University - Idaho   2000 — 2004
A.A.S, Economics

Jim Money, Jr., CLU, ChFC, QPFC Jim Money, Jr., CLU, ChFC, QPFC Columbus, Georgia Details
Jim Money, Jr., CLU, ChFC, QPFC's New York Life Insurance Co Experience June 1987 - December 2004
Job Director of Operations at XXX XXXXX XXXXXXX XXXXX
Industry Investment Management
Experience
XXX XXXXX XXXXXXX XXXXX, LLC   March 2006 - Present
Tom E. Sanders, CLU, ChFC, CFP   January 2005 - March 2006
New York Life Insurance Co.  June 1987 - December 2004
United States Air Force  April 1981 - March 1987

Skills
Operations Management, Customer Service, Process Improvement, Project Management, Strategic Planning, Change Management, Budgets, Microsoft Excel, Risk Management, Microsoft Office, Financial Analysis, Business Analysis, Team Leadership, Negotiation, Sales

Education
The American College   1989 — 2004
Chartered Life Underwriter, Insurance, Estate Planning

The American College   1989 — 2004
Chartered Financial Consultant

Mimi Ward Mimi Ward Las Vegas, Nevada Details
Mimi Ward's New York Life Insurance Co Experience February 2014 - Present
Job Agent with New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Co.  February 2014 - Present
24 Hour Fitness  October 2006 - March 2014

Skills
Life Insurance, Functional Training, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Fixed Annuities, Estate Planning, Finance, Disability Insurance, Risk Management, Financial Planning, Long Term Care Insurance, Whole Life

Education
University of San Diego School of Business Administration   2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business

Randy Rosenthal Randy Rosenthal East Brunswick, New Jersey Details
Randy Rosenthal's New York Life Insurance Co Experience January 2008 - April 2009
Job Retention Specialist
Industry Broadcast Media
Experience
Comcast Cable  September 2013 - Present
E. I. DuPont   June 2013 - September 2013
None  June 2011 - December 2012
VERIZON, INC  April 2009 - June 2011
Actively Looking for employment   April 2009 - February 2011
VERIZON, INC  April 2009 - January 2011
NEW YORK LIFE INSURANCE CO   January 2008 - April 2009
ALARM DISTRIBUTORS, INC   May 2004 - January 2008
A Place for Mom  2007 - 2008
A.F.Y. SECURITY DISTRIBUTORS, INC   October 1994 - April 2004

Skills
Negotiation, Microsoft Office, Purchasing, Microsoft Publisher, Team Building, New Business Development, Customer Service, Sales Management, Sales, Security, Contract Negotiation, Strategic Planning, Account Management, Management, Team Leadership, Business Strategy, Integration, Operations Management, Leadership, Training, Business Development, Direct Sales, Human Resources, Process Improvement, Product Development, Program Management, Project Management, Sales Process, Start-ups, Troubleshooting, Vendor Management, Strategy, Project Planning, Telecommunications

Education
Middlesex County College   2011 — 2012
A.A.S.

Kingsborough Community College   1977 — 1984

James Madison High SCHOOL   1973 — 1976
Diploma

Alicia Tew Alicia Tew Tampa/St. Petersburg, Florida Area Details
Alicia Tew's New York Life Insurance Co Experience September 1995 - May 1999
Job Franchise OwnerCruise PlannersTew If By Sea Travel
Industry Leisure, Travel & Tourism
Experience
Cruise Planners - Tew If By Sea Travel   2014 - Present
New York Life Insurance Co   September 1995 - May 1999
John T. Mather Memorial Hospital  March 1989 - September 1995

Skills
Marketing Strategy, Marketing Communications, Marketing, Customer Service, Social Networking

Education
University of South Florida   2010 — 2013
Bachelor of Arts (B.A.), Marketing

Besim (Ben) Durmishi, MBA Besim (Ben) Durmishi, MBA Greater Chicago Area Details
Besim (Ben) Durmishi, MBA's New York Life Insurance Co Experience December 2006 - April 2008
Job Retirement specialist at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Financial, a Nationwide Insurance Company   January 2012 - Present
JPMorgan Chase Bank  September 2008 - December 2011
New York Life Insurance Co   December 2006 - April 2008
DeVry University  August 2005 - November 2006
DeVry University  January 2003 - August 2005
LaSalle Bank, N.A.   January 2001 - January 2003

Skills
Investments, Retirement Planning, Insurance, Banking, Business Planning, Estate Planning, Credit, Savings, Income Protection, Retirement Income..., Wealth Preservation, Annuities, Insurance Planning, Series 6, Series 63, Series 65, Leadership, Sales, Retirement, Financial Planning, Financial Services, Customer Service, Financial Analysis, Finance, Analysis

Education
Keller Graduate School of Management of DeVry University   2008 — 2009
MBA, Finance

DeVry University   2003 — 2005
Bachelors, Business Information Systems

FINRA
Series 6

FINRA
Series 63

FINRA
Series 65

State of IL
Life and Health Insurance License

Nikki Wilson Nikki Wilson Portland, Oregon Area Details
Nikki Wilson's New York Life Insurance Co Experience February 2004 - February 2006
Job Owner at NJW Property Management LLC
Industry Real Estate
Experience
NJW Property Management LLC   July 2012 - Present
Girl Friday Executive Assistance   August 2010 - August 2014
Reekie Properties   August 2012 - February 2013
Windermere Commercial NW   May 2011 - June 2012
Corner Office Inc   October 2007 - May 2010
Aerotek Staffing Services   March 2006 - March 2007
NW Community Management   March 2005 - March 2006
New York Life Insurance Co   February 2004 - February 2006
LiveBridge, Inc  January 2001 - November 2003

Skills
Property Management, Notary Public, Process Scheduler, Data Entry, Filing, Administrative..., QuickBooks, Office Management, Medical Terminology, Outlook, Medical Billing, Customer Service, Accounts Receivable, Accounts Payable, Small Business, Marketing, Sales, Rentals, Leases, Management, Investment Properties, Time Management, Property, Foreclosures, Residential Homes, Commercial Real Estate

Education
Portland Community College   2006 — 2014
Associates, Business Administration and Management, General

A+ Real Estate School   2010 — 2012
Prop. Mgmt, Property Managment

Antelope Valley College   1991 — 1992

Quartz Hill High School   1988 — 1991

Clackamas Community College
N/A

Mike Ratica Mike Ratica Cleveland/Akron, Ohio Area Details
Mike Ratica's New York Life Insurance Co Experience December 2009 - February 2011
Job Project Manager III, Business Development at Cleveland Clinic
Industry Hospital & Health Care
Experience
Cleveland Clinic  May 2015 - Present
Cleveland Clinic  February 2011 - May 2015
New York Life Insurance Co   December 2009 - February 2011
Energy Mechanical Corp   June 2008 - August 2008
Target Summer 2007   June 2007 - August 2008

Skills
Capital Budgeting, Financial Analysis, General Ledger, Forecasting, Excel, Financial Reporting, Budgeting, Financial Planning, Variance Analysis, Outlook, Corporate Finance

Education
Cleveland State University   2012 — 2015
Master of Business Administration (MBA)

The Ohio State University Fisher College of Business   2005 — 2009
Bachelor's, Finance

Paul Cole, PE, MBA, PMP Paul Cole, PE, MBA, PMP Greater Grand Rapids, Michigan Area Details
Paul Cole, PE, MBA, PMP's New York Life Insurance Co Experience April 2013 - April 2015
Job Financial Services Professional at MML Investors Services, LLC, member SIPC
Industry Financial Services
Experience
MassMutual Financial Group  May 2015 - Present
Massachusetts Mutual Life Insurance Company  May 2015 - Present
New York Life Insurance Co.  April 2013 - April 2015
NYLIFE Securities LLC, (Member FINRA/SIPC)   April 2013 - April 2015
Cole Group Inc. dba JumpStart Business Development   January 2007 - January 2012
JumpStart Busness Development   2007 - January 2012
General Dynamics Land Systems  December 1999 - January 2003
General Dynamics Land Systems  December 1999 - January 2003

Skills
Systems Engineering, Earned Value Management, Team Building, Program Management, Engineering Management, Project Management, Military, Proposal Writing, Risk Management, Leadership Development, Security Clearance, Business Planning, Coaching, Leadership, Management Consulting, Strategic Planning, Training, Executive Coaching, Engineering, Manufacturing, Strategy, DoD, Government Contracting, Business Strategy, Marketing, Business Process..., Workshop Facilitation, Consulting, Change Management, Business Development, Project Planning, Integration, Aerospace, Cross-functional Team..., Product Development, Process Improvement, Six Sigma, Defense, Entrepreneurship

Education
The University of Montana - School of Business Administration   1972 — 1975
Master of Business Administration (M.B.A.), Marketing/Economics/Systems Analysis and Design, 3.5

University of Michigan-Dearborn   1967 — 1970
Bachelor of Science, Mechanical Engineering, 2.7

Muskegon Community College   1964 — 1967
Associate of Science (A.S.), Mechanical Engineering, 2.6

John P. Mendoza John P. Mendoza San Francisco Bay Area Details
John P. Mendoza's New York Life Insurance Co Experience May 2013 - April 2014
Job Project Manager
Industry Industrial Automation
Experience
Wescotech Engineering   October 2012 - Present
Stainless Works Manufacturing, Inc.   October 2014 - July 2015
New York Life Insurance Co.  May 2013 - April 2014
Azbil North America, Inc.   October 2007 - September 2012
At Home Consulting Group   January 2004 - October 2007
Applied Materials  July 1997 - December 2003
Ultra Fab Technology   April 1995 - July 1997

Skills
Mechanical Design..., SolidWorks, NPI Manufacturing, Product Development, Project Management, Mathematics, Supply Chain Management, Purchasing, MS Office, DFM/DFA/DFx, Automation, Engineering, Investments, Finite Element Analysis, Manufacturing, Product Design, Leadership, Cross-functional Team..., Customer Service

Education
San Jose State University   1989 — 1993
Bachelor's Degree, Mechanical Engineering

California Polytechnic State University-San Luis Obispo   1984 — 1987
Achitecture

Amy Seidman Amy Seidman Fort Lauderdale, Florida Details
Amy Seidman's New York Life Insurance Co Experience March 2015 - June 2015
Job Family Service Counselor at Dignity Memorial Funeral Homes
Industry Hospital & Health Care
Experience
Dignity Memorial Funeral Homes  July 2015 - Present
New York Life Insurance Co   March 2015 - June 2015
Nordstrom  July 2014 - January 2015
Allscripts Healthcare  November 2007 - March 2013
Memorial Healthcare System  October 1986 - May 2007
Ernst & Whinney  December 1985 - February 1987

Skills
Project Management, SharePoint, Salesforce.com, Leadership, Healthcare Information..., Software Documentation, Management, Process Improvement, HIPAA, Software Implementation, Information Technology, IT Service Management, EHR, SDLC, Databases, Customer Service, Software Lifecycle, Access, Visio, Integration, PMO, Requirements Analysis, Business Process..., Business Process, SaaS, Agile Methodologies, IT Management, Customer Satisfaction, Policy Writing, Troubleshooting, Disaster Recovery, Technical Support, System Administration, Business Intelligence, Enterprise Software, HL7, Vendor Management, Software Project..., IT Strategy, Program Management, Business Analysis, PMP, Health Information..., Enterprise Architecture, Microsoft Office '10, Readiness Planning, DreamTeam, Knowledge Exchange..., Change Control Board..., Release Readiness

Education
University of Florida   1981 — 1983
BS, Finance, Computer Science

University of Georgia   1979 — 1981
General Undergrad studies, Undergrad

NMB, JFK, Ojus

Jack O'Brien LUTCF, FSS Jack O'Brien LUTCF, FSS San Jose, California Details
Jack O'Brien LUTCF, FSS's New York Life Insurance Co Experience April 1967 - April 1976
Job Senior Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  January 2005 - Present
NAIFA NATIONAL   July 1977 - June 2013
Village Financial Group   April 1995 - December 2004
Western Agency Officers Association   1984 - 2001
CHUBB Life Insurance Company of America   October 1991 - April 1995
Alexander Hamilton Life Insurance Company  January 1983 - September 1991
Pacific Mutual Life Insurance company  April 1976 - December 1979
New York Life Insurance Co.  April 1967 - April 1976

Skills
Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, Estate Planning, Series 7, 401k, Long-term Care, Mutual Funds, Life Insurance, IRAs, Insurance, Series 63, Term Life Insurance, Investments, Financial Planners, Investment Advisory, Employee Benefits, Financial Advisory, Pensions

Education
Northwest University, Seattle   1959 — 1964
BA, ThB, Counseling, Theology

Seattle Pacific University   1957 — 1958
None, Economics

Jason Silber Jason Silber New York, New York Details
Jason Silber's New York Life Insurance Co Experience October 2010 - March 2012
Job Head of Business Development at Peninsula Petroleum Ltd
Industry Maritime
Experience
Ocean Intelligence Ltd   March 2012 - October 2012
New York Life Insurance Co   October 2010 - March 2012
New York Life Insurance Co   January 2006 - October 2010
Delvco Global Information Services   March 2003 - January 2006
Allegheny Energy Global Markets   June 2001 - February 2003
MRC Business Information Ltd (now Lloyds List Intelligence)   1994 - 1999

Skills
Market Research, Customer Insight, Project Management, Strategic Planning, Qualitative Research, competitive..., data mining, research, Credit Analysis, Maritime Research, Bunkers

Education
State University of New York at Albany
BA, Geography

ramaz

Barrett Neal Barrett Neal Saint Simons Island, Georgia Details
Barrett Neal's New York Life Insurance Co Experience December 2010 - June 2011
Job Sales and Marketing Professional, M.B.A.
Industry Consumer Goods
Experience
General Mills  June 2014 - Present
A.M. Bickley Inc.   May 2012 - November 2013
New York Life Insurance Co   December 2010 - June 2011
DX2 Geosyntex Inc   January 2007 - August 2010
Canvas Systems  May 2006 - December 2006

Skills
Sales, CRM, Business Development, New Business Development, Negotiation, Budgets, Marketing, Leadership, Competitive Analysis, Management, Marketing Strategy, Market Research, Business Strategy, Customer Service, Cold Calling

Education
Georgia College and State University   2011 — 2013
MBA, Business

The University of Georgia   2003 — 2006
Bachelor, Business Administration; Marketing

Michael Illari, CFP®, MBA Michael Illari, CFP®, MBA Southampton, New York Details
Michael Illari, CFP®, MBA's New York Life Insurance Co Experience May 2005 - July 2006
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  August 2012 - Present
TD Ameritrade  January 2007 - July 2012
New York Life Insurance Co   May 2005 - July 2006

Education
Dowling College
Masters of Business Administration, Banking and Finance

Metropolitan State University of Denver
Bachelor of Science, Financial Services

C. John Kiehm, LUTCF, CLTC C. John Kiehm, LUTCF, CLTC Raleigh-Durham, North Carolina Area Details
C. John Kiehm, LUTCF, CLTC's New York Life Insurance Co Experience February 2014 - Present
Job Registered Service Representative at New York Life
Industry Financial Services
Experience
New York Life Insurance Co.  February 2014 - Present
Capitol Financial Solutions, LLC   October 2011 - February 2014
New York Life Insurance Company  October 2006 - September 2011
Gaffney Communications a Northland Communications Company   February 2001 - December 2003
PAR Vision Systems, Div. of PAR Technologies Corp   July 1985 - September 1999

Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investments, Long-term Care, Financial Services, Finance, Small Business, Fixed Annuities

Education
State University of New York Empire State College
Business Administration and Management, General

Utica College
Business Administration & Marketing

Imran Raz Razvi Imran Raz Razvi Washington D.C. Metro Area Details
Imran Raz Razvi's New York Life Insurance Co Experience July 2005 - November 2011
Job President of Higher Ground Financial Group and Conquered By Love Ministries
Industry Professional Training & Coaching
Experience
Conquered By Love   May 2011 - Present
Higher Ground Financial Group   April 2014 - Present
Conquered By Love Ministries   May 2009 - Present
First Financial Group, The Guardian Life Insurance Co.   November 2011 - December 2013
New York Life Insurance Co.  July 2005 - November 2011
Mutual of Omaha  November 1997 - June 2005
NASE/Health Markets/UGA/Insphere   July 1994 - November 1997
Darcars Toyota  June 1991 - September 1991

Skills
Retirement, Disability Insurance, Life Insurance, Employee Benefits, Strategic Financial..., Insurance, Long-term Care, Fixed Annuities, Small Business, Estate Planning, Training, Buy-sell Agreements, Public Speaking, Finance, Long Term Care Insurance, Wealth Accumulation, 401k, Retirement Planning, IRAs, Wealth, Personal Finance, BOLI, Financial Advisory, Wealth Management, Term Life Insurance, Series 7, COLI, Securities, Mutual Funds, Investment Strategies, Whole Life, Series 63, Series 6, 401k Rollovers, Health Insurance, Professional Mentoring, Parent Coaching, Family Mediation, Parenting Skills..., Parenting Workshops, Parent Education, Family Services, Tax Advanaged Wealth..., Leveraging Financial..., Disability Buy-Outs, Parenting, Father, Marriage, Marriage Coaching, Relationship Coaching

Education
The American College   2007 — 2013
none, Financial Planning

University of Maryland College Park   1987 — 1991
daniel dehan, Marketing and Speach Communications

University of Maryland College Park   1987 — 1991
Marketing and Speach Communication

University of Maryland College Park   1984 — 1987
General

Ismar Zildzic Ismar Zildzic Sacramento, California Area Details
Ismar Zildzic's New York Life Insurance Co Experience September 2010 - April 2011
Job Operations Budget Analyst III at UC Davis Health System
Industry Financial Services
Experience
UC Davis Health System  December 2014 - Present
UC Davis  July 2014 - Present
UC Davis Medical Center  December 2012 - Present
Foord Van Burggen, Ebersole and Pajak Financial   June 2011 - December 2012
The Cheesecake Factory  May 2007 - November 2012
NEW YORK LIFE INSURANCE CO   September 2010 - April 2011
SAFE Credit Union  May 2004 - June 2006
R & R MORTGAGE   June 2002 - May 2004
CAL FED BANK/CITIBANK   January 2000 - June 2002

Skills
Microsoft Office, Excel, Outlook, Windows, Customer Service, Insurance, Analysis, Research, Product Development, Smart Office, Return on Investment..., Financial Analysis, Sales, Microsoft Excel, Leadership, Training, Financial Forecasting, Cashflow Analysis, Budgets, Finance, Public Speaking, Team Building, Marketing

Education
University of Sacramento   2006 — 2010
Bachelor of Business Science, Finance

Yuan Tschang Yuan Tschang Greater New York City Area Details
Yuan Tschang's New York Life Insurance Co Experience July 1997 - July 2001
Job Vice President at Albridge, an Affiliate of Pershing
Industry Information Technology and Services
Experience
Albridge, an Affiliate of Pershing  September 2015 - Present
IDT Energy  October 2014 - September 2015
JPMorgan Chase  September 2012 - October 2014
Susquehanna International Group  March 2007 - September 2012
IDT  December 2004 - March 2007
Multiplan, Inc.   July 2001 - January 2005
New York Life Insurance Co.  July 1997 - July 2001

Skills
SQL, Database Development, PL/SQL, Database Design, Oracle SQL, Software Development, Agile Methodologies, SDLC, Requirements Analysis, Requirements Gathering, Data Modeling, Object Modelling, C#, Derivatives, Databases, Commodity Markets, Futures, Currency Futures, Unix, ETL, Data Warehousing, Oracle SQL Developer, Oracle

Education
University of Michigan   1990 — 1994
BS, Aerospace Engineering

Stuyvesant High School   1986 — 1990

Mayer Fertig Mayer Fertig Greater New York City Area Details
Mayer Fertig's New York Life Insurance Co Experience 2004 - 2007
Job Publisher and EditorinChief, The Jewish Star
Industry Newspapers
Experience
The Jewish Star   August 2006 - Present
New York Life Insurance Co.  2004 - 2007
WCBS Newsradio 880 (WCBS-AM)   1991 - 2004

Education
City University of New York-Brooklyn College   1987 — 1991
BS

Hervé E. Timothé Hervé E. Timothé Greater New York City Area Details
Hervé E. Timothé's New York Life Insurance Co Experience September 2008 - May 2009
Job Benefits Counselor
Industry Insurance
Experience
Colonial Life  June 2012 - Present
Dish Network  November 2010 - September 2011
Teddy Nissan LLC   November 2009 - October 2010
Teddy Nissan LLC   November 2009 - September 2010
Atlantic Kia LLC   June 2009 - November 2009
Atlantic Kia LLC   June 2009 - November 2009
New York Life Insurance Co   September 2008 - May 2009
New York Life Insurance Co   September 2008 - May 2009
New York Life  January 2008 - May 2009
ICS Merrill Examination Management Services, Inc   December 2007 - September 2008

Skills
Sales, Mutual Funds, Portfolio Management, Securities, Accounting, Insurance, Accounts Payable, Small Business, Customer Service, Management, Financial Services, Life Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Underwriting, Cold Calling, Disability Insurance, Leadership, Long-term Care, Marketing, Retirement, Strategic Planning, Sales Management

Education
Pace University
Bachelor of Arts, Economics

Pace University
Bachelor of Arts, Economics

Pace University   1978 — 1984

Elias Khamissi Elias Khamissi Toronto, Canada Area Details
Elias Khamissi's New York Life Insurance Co Experience June 1988 - August 1990
Job Director, IT Architecture at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial  October 2011 - Present
Sun Life Financial  January 1999 - October 2011
Sun Life Financial  March 1994 - December 1998
Confederation Life  August 1990 - February 1994
New York Life Insurance Co.  June 1988 - August 1990
New York Life Insurance Co.  October 1986 - June 1988

Skills
Integration, Enterprise Architecture, SDLC, Software Project..., Java, Systems Analysis, Unix, SOA, Data Migration, DB2, Requirements Analysis, Weblogic, Java Enterprise Edition, Websphere, Web Services, Requirements Gathering, Solution Architecture, Data Warehousing, Agile Methodologies, Software Development, Data Modeling, Oracle

Education
York University   1990 — 1991
Business Administration - Graduate Studies

Lebanese American University   1981 — 1985
B.Sc., Computer Science

Kai Hui Kai Hui Greater New York City Area Details
Kai Hui's New York Life Insurance Co Experience September 2003 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Co.  September 2003 - Present

Skills
Fixed Annuities, Retirement Planning, Investments, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Life Insurance, Series 7, Wealth Management, Estate Planning, IRAs, Insurance, Long Term Care Insurance, Series 63, Financial Services, Securities, Disability Insurance, Long-term Care, Wealth Accumulation, College Savings Plans, 401k Rollovers, Series 6, Financial Planners, Asset Allocation, Term Life Insurance, 401k, FINRA, Roth IRA, Variable Annuities, Investment Strategies, Financial Advisory, Guaranteed Lifetime..., Key Person Insurance, Wealth Preservation..., Key Person Protection, Whole Life, Buy-sell Agreements, Universal Life, Permanent Life Insurance, Wealth Management..., Wealth, Executive Benefit..., Pensions, Alternative Investments, Options, Financial Planning

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, Marketing/Intl Business

Syracuse University - Martin J. Whitman School of Management   1980 — 1984
BS, Finance, Human Resources Mgmt

Stuyvesant High School   1977 — 1980

Syracuse University

Cheryl Crowell Cheryl Crowell Washington D.C. Metro Area Details
Cheryl Crowell's New York Life Insurance Co Experience July 2004 - August 2012
Job Manager, Business Development and Government Relations at Cultural Tourism DC
Industry Program Development
Experience
Cultural Tourism DC  August 2012 - Present
New York Life Insurance Co   July 2004 - August 2012
The ROZ Group/Crowell Associates   January 2001 - June 2011
In2Books Inc   May 2001 - June 2002
Time Life Education Inc   April 1994 - August 2001

Education
Mount Holyoke College
B.A., English

Radcliffe at Harvard University
Certificate, Radcliffe Publishing Procedures Course

Chinmay Khandelwal Chinmay Khandelwal Greater New York City Area Details
Chinmay Khandelwal's New York Life Insurance Co Experience Sr. ConsultantMACH USA1997 - 2000
Job AVP Information Systems at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  Sr. ConsultantMACH USA1997 - 2000
Tata Consultancy Services  1993 - 1997

Education
Bharati Vidyapeeth   1988 — 1992
Bachelors, Computer Science

University of Pune   1988 — 1992
Computer Science

Sumit Dhamanwala Sumit Dhamanwala Austin, Texas Area Details
Sumit Dhamanwala's New York Life Insurance Co Experience 2003 - 2004
Job Staff verification engineer at Samsung
Industry Design
Experience
Samsung SARC   March 2013 - Present
Broadcom  January 2012 - March 2013
NetLogic Microsystems  October 2011 - March 2013
AMD  April 2009 - February 2012
Verilab  July 2007 - February 2009
LSI  2004 - 2007
Agere Systems Inc  2004 - 2007
Agere  2004 - 2007
New York Life Insurance Co   2003 - 2004
Netrake Corporations   2001 - 2002

Skills
Verilog, Perl, SystemVerilog, C++, VMM, OVM, Testbench Architecture, Verification Methodology, Verification Tool..., Simulations, EDA, ASIC

Education
St. Edward's University   2007 — 2009
MBA, Finance

University of Kentucky   1992 — 1994
BS, Electrical Engineering

St. Xavier's High School   1975 — 1989

National Institute of Technology Surat

Scott Hercher Scott Hercher Scranton, Pennsylvania Area Details
Scott Hercher's New York Life Insurance Co Experience September 2002 - December 2006
Job Special Investigations Unit
Industry Insurance
Experience
Guard Insurance   November 2006 - Present
New York Life Insurance Co.  September 2002 - December 2006
Jersey Jim's Brewing Company   October 1995 - December 1999

Skills
Vendor Management, Workers Compensation, Fraud Investigations, Insurance, Claim, Workers' Compensation..., Subrogation, Fraud, Private Investigations, Casualty, Commercial Insurance, Legal Liability, Property & Casualty..., Liability, Claims Management, Litigation Management

Education
Rutgers University-New Brunswick   1984 — 1988

University of Oregon   1979 — 1983
BA, History

Adam Yun Adam Yun Greater New York City Area Details
Adam Yun's New York Life Insurance Co Experience January 2006 - May 2006
Job Manager of Compliance & Quality at Americo Group
Industry Apparel & Fashion
Experience
Americo Group  August 2014 - Present
KHQ Investment LLC   August 2008 - February 2012
Wicked Fashions Inc.  June 2006 - August 2008
New York Life Insurance Co.  January 2006 - May 2006

Education
University at Buffalo
Bachelor's Degree, Exercise Science

Kelly Chow, CPA Kelly Chow, CPA Greater New York City Area Details
Kelly Chow, CPA's New York Life Insurance Co Experience June 1990 - April 2015
Job Corporate VP at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  June 1990 - April 2015
PwC & Delottie   1987 - 1990

Skills
Insurance, Process Improvement, Risk Management, Audit & Compliance, Life Insurance, Strategic Planning, Financial Analysis, Fixed Annuities, Retirement Planning, Securities, Financial Services, Mutual Funds, Retirement, Series 7

Education
Queens College
Bachelor's Degree, Accounting and Economics

Kristin Stilton Kristin Stilton Orange County, California Area Details
Kristin Stilton's New York Life Insurance Co Experience January 1997 - January 1998
Job Consultant COLI Marketing, Design and Analysis
Industry Insurance
Experience
Pacific Life Insurance  January 1998 - Present
New York Life Insurance Co.  January 1997 - January 1998
Elite Racing Event Management   September 1994 - December 1996

Education
University of California, Davis   1979 — 1984
BS, Landscape Architecture

Beverly Schmidt Beverly Schmidt Greater New York City Area Details
Beverly Schmidt's New York Life Insurance Co Experience 1983 - 1999
Job Director of Human Resources/Chief Compliance Officer at NJ Meadowlands Commission
Industry Government Administration
Experience
New Jersey Sports and Exposition Authority  2002 - Present
Bergen County Sheriff's Dept.   1999 - 2002
New York Life Insurance Co.  1983 - 1999

Skills
Policy, Public Speaking, Strategic Communications, Public Policy, Public Relations, Strategic Planning, Project Management, Environmental Awareness, Community Development, Fundraising, Government, Corporate Communications, Community Outreach, Sustainability, Leadership Development, Nonprofits, Media Relations, Environmental Compliance, Leadership

Education
NYU
Paralegal

University of Delaware   1977 — 1981
Bachelor of Science (B.S.)

Catherine Marrion Catherine Marrion New London, Connecticut Details
Catherine Marrion's New York Life Insurance Co Experience 1995 - 2012
Job Attorney at Waller, Smith & Palmer, PC
Industry Law Practice
Experience
Waller, Smith & Palmer, PC   September 2014 - Present
The Midland School  August 2012 - July 2014
New York Life Insurance Co.  1995 - 2012
Law Firm of Ginsburg, Feldman & Bress, Chartered   1989 - 1994
Law Firm of Rogin, Nassau, Caplan, Lassman & Hirtle, PC   1987 - 1989
Connecticut Supreme and Appellate Courts   June 1986 - June 1987

Skills
Corporate Governance, Corporate Law, Insurance Law, Non-profits, Board Relations, Non-profit Board..., Corporate Communications, Board Governance, Entity Formations, Management, Internal Controls, Non-profits..., Not-for-profit..., Nonprofits, Legal Writing, Insurance, Litigation Management, Intellectual Property, Securities, Securities Regulation, Executive Management, Finance, Licensing, Estate Planning, Training, Commercial Litigation, Mediation, Arbitration, Joint Ventures, Legal Research, Employment Law, Due Diligence, Mergers & Acquisitions, Litigation, Financial Regulation, Negotiation, Financial Services, Policy, Civil Litigation, Mutual Funds, Risk Management, Employee Benefits

Education
The University of Connecticut School of Law   1984 — 1986
Juris Doctorate

Connecticut College   1979 — 1982
BA, Government and Economics

East Lyme HS

Farhad Farzaneh Farhad Farzaneh Greater New York City Area Details
Farhad Farzaneh's New York Life Insurance Co Experience September 2007 - September 2012
Job Retired from New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company  2013 - Present
New York Life Insurance co.  September 2007 - September 2012

Skills
Requirements Analysis

Education
City University of New York-Herbert H. Lehman College   1985 — 1987
Master of Science (MS), Computer Science

Columbia University in the City of New York   1977 — 1981
Doctoral Candidate, Economics

University of Denver   1975 — 1977
Master's degree, Economics

Kristina Barker Kristina Barker Lees Summit, Missouri Details
Kristina Barker's New York Life Insurance Co Experience 2003 - 2006
Job Account Manager at Compensation Benefit Planning
Industry Insurance
Experience
Young Living Essential Oils  November 2014 - Present
Compensation Benefit Planning   July 2013 - Present
Forrest T. Jones/Fidelity Security Life   December 2006 - February 2013
New York Life Insurance Co.  2003 - 2006
Transamerica Life Ins.Co./AEGON   1997 - 2003
Cargill & Farmland Industries   1987 - 1997

Skills
Insurance, Fixed Annuities, Life Insurance, Variable Annuities, Office Administration, Budget Process, Performance Reviews, SEC filings, Administrative..., Account Reconciliation, Onboarding, Customer Service, Process Improvement, Vendor Management, 401k, Health Insurance

Education
University of Missouri-Kansas City
Bachelor of Liberal Arts

Park Hill Sr. High

James Mitchel James Mitchel Greater New York City Area Details
James Mitchel's New York Life Insurance Co Experience February 2008 - Present
Job Sr. Associate at New York Life Insurance/MainStay Investments
Industry Investment Management
Experience
NEW YORK LIFE INSURANCE CO   February 2008 - Present
SALEM STEEL NORTH AMERICA LLC   July 2005 - October 2007

Skills
Business Analysis, Financial Modeling, New Business Development, Investments, Corporate Actions, Settlement, Asset Management, Trading, Fixed Income, Analysis, Bonds, Equities, Financial Analysis

Education
Stevens Institute of Technology   2001 — 2005

Wesley J. Howe School of Technology Management
Bachelor of Science, Business and Technology

Craig Coluzza Craig Coluzza Greater New York City Area Details
Craig Coluzza's New York Life Insurance Co Experience March 2007 - October 2012
Job Risk Manager at AIG
Industry Insurance
Experience
AIG  October 2013 - Present
Freelance Consulting - ALS Group and Corporate Risk Solutions   October 2012 - October 2013
New York Life Insurance Co   March 2007 - October 2012
Citigroup Inc  September 2004 - March 2007
Marsh USA, Inc  April 2002 - October 2004
Hobbs Group LLC  June 1999 - April 2002

Skills
Insurance, Casualty, Workers Compensation, Employment Practices..., General Liability, Liability, D&O, Property & Casualty..., Risk Management, Commercial Insurance, Professional Liability, Legal Liability, Enterprise Risk..., Reinsurance, General Insurance, Brokers, Underwriting, Captives, Claims Management, Commercial Lines, Management, Due Diligence, Financial Risk, Portfolio Management, Casualty Insurance, Liability Analysis, Mergers & Acquisitions, Claim

Education
Pace University - Lubin School of Business
MBA, Strategic Management

Marist College   1995 — 1999
BS, Business

Bishop Gibbons

Bishop Gibbons

Bishop Gibbons

Karen Foncette Karen Foncette Greater New York City Area Details
Karen Foncette's New York Life Insurance Co Experience CEODBI EducationApril 2009 - Present
Job CEO at DBI Education
Industry Professional Training & Coaching
Experience
new york life insurance co   CEODBI EducationApril 2009 - Present

Education
University at Albany, SUNY   1981 — 1986

Kimberly Bigger Kimberly Bigger Greenwich, Connecticut Details
Kimberly Bigger's New York Life Insurance Co Experience April 2005 - 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

Jon Kearn Jon Kearn Orlando, Florida Area Details
Jon Kearn's New York Life Insurance Co Experience July 2005 - Present
Job Financial Services Professional, New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Co.  July 2005 - Present
Manheim Auctions  April 2004 - June 2005

Skills
Insurance, Research, Investments, Securities

Education
University of Florida - Warrington College of Business Administration   2000 — 2003

Cheryl C Williams Cheryl C Williams Tampa/St. Petersburg, Florida Area Details
Cheryl C Williams's New York Life Insurance Co Experience December 2005 - Present
Job Life Underwriter at New York Life Insurance Co
Industry Insurance
Experience
New York Life Insurance Co   December 2005 - Present
State Farm Insurance  May 1994 - November 2005

Skills
Life Insurance, Whole Life, Universal Life, Insurance, Underwriting, Retirement, Critical Illness, Health Insurance, Reinsurance, Pensions, Estate Planning, Wealth Management, Strategic Financial..., Investments, Property & Casualty..., Financial Planners, Fixed Annuities

Education
University of Phoenix   2002 — 2004
Master of Business Administration (MBA), Business Administration

Warner Southern College
Bachelor of Science (BS), Organizational Management

Kecia O'Neal Kecia O'Neal Greater New York City Area Details
Kecia O'Neal's New York Life Insurance Co Experience 1993 - Present
Job Insurance and Financial Services at New York Life Insurance Co
Industry Financial Services
Experience
New York Life Insurance Co   1993 - Present

Skills
College Savings Plans, Roth IRA, Insurance, Investments, Wealth Management, Long Term Care Insurance, Licensed Life & Health..., Disability Insurance, Strategic Financial..., Risk Management, IRAs, Financial Services, Mutual Funds, Fixed Annuities

Education
North Carolina A&T State University
BS, Business Administration/Marketing

Randall Dammers Randall Dammers Greater New York City Area Details
Randall Dammers's New York Life Insurance Co Experience September 2006 - August 2009
Job Equity Trader at Mentor Capital
Industry Banking
Experience
Mentor Capital   July 2011 - Present
MAXIM HEALTHCARE SOLUTIONS   July 2010 - July 2011
JPMorgan Chase  August 2009 - July 2010
NEW YORK LIFE INSURANCE CO   September 2006 - August 2009
NEW YORK LIFE INSURANCE CO   September 2006 - August 2009
MORGAN FUNDING   January 2006 - August 2006

Skills
Equities, Finance, Options, Investments, Negotiation, Strategic Planning, Securities, Risk Management, Technical Analysis, Equity Research, Equity Trading, Financial Modeling, Financial Services, Portfolio Management, Trading, Problem Solving, Asset Management, Money Management, Equity Valuation, Bloomberg Terminal, Hedge Funds, Currency, Commodity Markets, Mutual Funds, Strategic Financial..., Financial Risk, Series 63

Education
Sacred Heart University   2000 — 2005
Bachelor's of Science, Psychology

Sacred Heart University
Bachelor of Science, Psychology

Antoine Loubnan Antoine Loubnan Greater New York City Area Details
Antoine Loubnan's New York Life Insurance Co Experience
Job Application System Engineer at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co. 

Skills
SDLC, COBOL, Business Analysis, Program Management, Requirements Analysis, Visio, Enterprise Architecture, Requirements Gathering, SharePoint, Disaster Recovery, Integration, SOA, Microsoft Office, Vendor Management, IT Strategy, Leadership

Education
Louisiana State University   1983 — 1988

Vadim Finerman Vadim Finerman Greater New York City Area Details
Vadim Finerman's New York Life Insurance Co Experience 1990 - 1996
Job Senior Software Engineer at CA
Industry Computer Software
Experience
CA Technologies  1999 - Present
CA Technologies  1999 - Present
CA  July 1996 - Present
new york life insurance co   1990 - 1996

Education
Odessa National 'I.I. Mecnikov' University   1969 — 1977

Justin Whitcomb Justin Whitcomb Greater Boston Area Details
Justin Whitcomb's New York Life Insurance Co Experience May 2006 - Present
Job Fund Accountant at State Street Bank
Industry Financial Services
Experience
State Street Bank  March 2008 - Present
New York Life Insurance Co   May 2006 - Present
Mass Mutual Financial Group  June 2007 - March 2008
BearingPoint Corporation   January 2007 - May 2007

Education
Bryant University
Bachelor of Science, Business Administration; Financial Services

Northeastern University
Masters, Business Administration

Irene Stolte Irene Stolte Edison, New Jersey Details
Irene Stolte's New York Life Insurance Co Experience October 2001 - Present
Job Financial Services Professional at Horizon Wealth Strategies,LLC
Industry Financial Services
Experience
Horizon Wealth Strategies, LLC   October 2014 - Present
New York Life Insurance Co.  October 2001 - Present

Skills
Retirement Planning, Insurance, Asset Protection, Estate Planning, Investments, 401(k) Rollovers, Gifting Strategies, Key Person Protection, Succession planning, Multi-Generational..., Multi-Generational..., Wealth Preservation...

Education
The American College   2003 — 2006
LUTCF

The American College

Justin Whitcomb Justin Whitcomb Greater Boston Area Details
Justin Whitcomb's New York Life Insurance Co Experience May 2006 - January 2007
Job Area Sales Manager at United Auto Credit
Industry Financial Services
Experience
United Auto Credit Corporation  February 2013 - Present
AutoDrive   August 2012 - February 2013
State Street Bank  February 2008 - September 2010
Mass Mutual Financial Group  June 2007 - March 2008
BearingPoint Corporation   January 2007 - May 2007
New York Life Insurance Co   May 2006 - January 2007

Skills
Insurance, Project Management, Microsoft Excel, Outlook, Financial Planners, Pricing, Essbase, PowerPoint, Finance, Spreadsheets, Operations Management, Financial Reporting, Sales, Customer Retention, Credit Analysis, Credit Scoring, Troubleshooting, Market Research, Consumer Financing, Access, Management, Leadership, Financial Services, Customer Service, Microsoft Office, Microsoft Word

Education
Bryant University   2003 — 2007
Bachelor of Science, Business Administration; Finance

Northeastern University
Masters, Business Administration

Collin S. Kitzerow Collin S. Kitzerow Mission, Kansas Details
Collin S. Kitzerow's New York Life Insurance Co Experience June 2008 - July 2009
Job Medical Student at University of Kansas School of Medicine
Industry Medical Practice
Experience
American Medical Response  March 2010 - August 2012
New York Life Insurance Co.  June 2008 - July 2009

Education
University of Kansas School of Medicine
M.D.

The University of Kansas   2005 — 2009
BS, Business Communications

Kathy Locketti Kathy Locketti Greater Los Angeles Area Details
Kathy Locketti's New York Life Insurance Co Experience June 1994 - April 2000
Job vice president at The Walt Disney Company
Industry Human Resources
Experience
The Walt Disney Company  September 2000 - Present
The Walt Disney Studios  2000 - Present
New York Life Insurance CO   June 1994 - April 2000
Loews Corporation  1992 - 1994
Trans World Airlines  March 1986 - November 1991
Queens County District Attorney's Office  May 1983 - March 1986

Skills
Employee Relations, Workshop Facilitation, Labor Relations, Business Strategy, Talent Acquisition, Onboarding, Talent Management, Succession Planning, Human Resources, College Recruiting, Employee Engagement

Education
Maurice A. Deane School of Law at Hofstra University   1979 — 1982
JD

Brent Battle Brent Battle Stillwater, Oklahoma Details
Brent Battle's New York Life Insurance Co Experience June 2008 - January 2010
Job Student at Oklahoma State University
Industry Writing and Editing
Experience
Oklahoma State University  August 2012 - Present
Oklahoma Employees Credit Union  February 2010 - January 2012
New York Life  September 2008 - January 2010
New York Life Insurance Co   June 2008 - January 2010
David Stanley Dodge   May 2007 - May 2008
The Edmond Sun  February 2007 - May 2007
Oklahoma State University IT Dept   January 2004 - May 2006
Oklahoma State University  2002 - 2006

Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Final Cut Pro, Multimedia, Workshop Facilitation, Adobe Acrobat, Mac OS, Windows

Education
Oklahoma State University   2012 — 2013
Bachelors of Science, Journalism and Broadcasting

Oklahoma State University   2002 — 2006
Bachelor's of Science, Journalism

Carlos A. Garcia , CLF Carlos A. Garcia , CLF New York, New York Details
Carlos A. Garcia , CLF's New York Life Insurance Co Experience 2005 - 2007
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  2012 - Present
New York Life Insurance Company  2008 - 2012
New York Life Insurance Co.  2005 - 2007

Skills
Series 63, Asset Management, IRAs, Mortgage Lending, Social Media, Leadership, Public Speaking, Marketing, Team Building, Strategic Planning, Retirement Planning, Marketing Strategy, Life Insurance, Customer Service, Public Relations, Investments, Financial Planning, Fixed Annuities, Financial Services, Finance, Mutual Funds, Retirement, Long-term Care, Wealth Management, Estate Planning, Employee Benefits

Education
The American College   2013 — 2014
Chartered Leadership Fellow (CLF), Organizational Leadership

Utah State University
Life Sciences & Humanities, Political Science & Spanish

Tamara St. John Tamara St. John Upland, California Details
Tamara St. John's New York Life Insurance Co Experience March 2003 - March 2006
Job Author, CEO, Motivational Speaker, Adjunct Professor
Industry Higher Education
Experience
Self Employed  January 2013 - Present
Alternative Health Solutions   June 2009 - Present
Mt. San Antonio College  February 2014 - Present
University of La Verne  May 2010 - Present
California Baptist University  May 2010 - May 2012
San Joaquin Valley College  May 2006 - May 2009
San Joaquin Valley College  2005 - 2009
New York Life Insurance Co   March 2003 - March 2006
New York Life Insurance Company  2003 - 2006
Starking International Corp   March 1996 - March 2003

Skills
Accounting, Accounts Receivable, Leadership, Training, Payroll, Microsoft Office, Public Speaking, Finance, Management, Forecasting, Leadership Development, PowerPoint, Human Resources, Insurance, Accounts Payable, Social Media

Education
University of La Verne   2007 — 2009
MBA, Finance and Accounting

The American College Bryn

University of California, Riverside
Bachelor of Science in Business Administration, Business Administration; Finance

University of LaVerne
Master, Business Administration; Accounting and Finance

Toba Seide Toba Seide Greater New York City Area Details
Toba Seide's New York Life Insurance Co Experience February 1976 - April 2011
Job Retired Assistant Vice President at New York Life Information Technology and Network Security
Industry Insurance
Experience
New York Life Insurance Co.  February 1976 - April 2011

Skills
Disaster Recovery, Risk Management, SDLC, CISM, Network Security, IT Strategy, ITIL, CISSP, Vendor Management, Security, Microsoft Exchange, Requirements Analysis, System Deployment, Cisco Technologies, System Administration, IT Management, Technical Support, Enterprise Architecture, Business Continuity, Data Center, Integration, Information Security, Information Security..., IT Operations, IT Audit, Virtualization, Firewalls, Information Technology, Solution Architecture, Endpoint Security

Education
Queens College
B.S., Computer Science

Jim Wirtz Jim Wirtz Kansas City, Missouri Area Details
Jim Wirtz's New York Life Insurance Co Experience August 2007 - March 2011
Job Life Brokerage Manager at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America  March 2013 - Present
New York Life Insurance Company  March 2011 - July 2012
New York Life Insurance Co.  August 2007 - March 2011
New York Life Insurance Co.  April 1993 - August 2007
John Hancock  March 1984 - September 1992

Skills
Relationship Management, Communication, Organization, Case Design & Management, Life Insurance Marketing, Private Placement Life..., Life Insurance..., Life insurance licensed..., FINRA Series 6, 7, 26 &..., Marketing, Management, Private Placements, Life Insurance, Designs

Education
Central Missouri State University   1979 — 1983
BS, Communications, Management

Bishop Hogan High School   1975 — 1979

Ira M. Goldstein Ira M. Goldstein Greater New York City Area Details
Ira M. Goldstein's New York Life Insurance Co Experience 2008 - Present
Job Manager, Listed Options Department
Industry Insurance
Experience
New York Life Insurance Co.  2008 - Present
New York Life Insurance Co,  2007 - Present
Advest Inc  June 1972 - May 2006

Skills
Equities, Customer Service, Options, Electronic Trading, Settlements, Compliance, Derivatives, Trading Systems, Trading, Customer Relations, Equity Derivatives, Market Making, Smart Order Routing, Equity Trading, Confirmations, Middle Office, Securities, Customer Satisfaction, Supervisory Skills

Education
Bentley University   1968 — 1971
B.S., Accounting, Math

Renate Thelian Spiegel Renate Thelian Spiegel Greater New York City Area Details
Renate Thelian Spiegel's New York Life Insurance Co Experience March 1994 - Present
Job Applications Project Manager at New York Life Insurance Co
Industry Insurance
Experience
New York Life Insurance Co   March 1994 - Present
New York Life Insurance Company  July 1980 - February 1994

Skills
Microsoft SQL Server, ASP.NET, Visual Studio, Visual Basic, Programming, Business Analysis, SDLC, Software Development, SQL, Systems Analysis, Project Management, Visio, Windows, Access, Testing, Customer Service

Education
Baruch College, City University of New York (CUNY)   1984 — 1993
BBA, Organizational Behavior, Psychology

Marcia Cassab Marcia Cassab Greater New York City Area Details
Marcia Cassab's New York Life Insurance Co Experience April 2007 - Present
Job Agent at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  April 2007 - Present

Skills
Life Insurance, Insurance, Term Life Insurance, Health Insurance, General Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Whole Life, Brokers, Finance, Retirement, Umbrella Insurance, Universal Life

Education
New York University   1981 — 1982
Master of Business Administration (MBA), Business Administration and Management, General

Universidade Federal do Paraná   1971 — 1975
Chemical Engineer, Chemical Engineering

Steven Rinn, CFP® Steven Rinn, CFP® Erie, Pennsylvania Area Details
Steven Rinn, CFP®'s New York Life Insurance Co Experience January 2003 - September 2005
Job Senior Financial Advisor at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors  September 2005 - Present
HBKS Wealth Advisors  September 2005 - October 2014
New York Life Insurance Co.  January 2003 - September 2005

Skills
Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Wealth Management, Microsoft Office, Analysis, Budgets, Microsoft Word, Retirement, Accounting, Research, Insurance, Mergers & Acquisitions, Public Speaking, Financial Services, Financial Analysis, Tax, Financial Advisory, Series 7, Investment Management, Financial Planning

Education
Edinboro University of Pennsylvania   1999 — 2002
Bachelor of Science, Finance

Mercyhurst Preparatory School   1994 — 1998

Jim O'Farrell Jim O'Farrell Greater New York City Area Details
Jim O'Farrell's New York Life Insurance Co Experience September 1991 - March 1998
Job Director, Financial Planning & Analysis at 1800Flowers.com
Industry Retail
Experience
1-800-Flowers.com  March 2001 - Present
Macmillan Publishing  1998 - 2001
IDG Books Worldwide  1998 - 2001
New York Life Insurance Co.  September 1991 - March 1998

Skills
Forecasting, Variance Analysis, Financial Analysis, Strategic Financial..., Financial Modeling, Accounting, Budgets, Finance, Managerial Finance, Analysis, Financial Reporting, Process Improvement, Internal Controls, Financial Accounting, Financial Planning, Leadership

Education
Pace University - Lubin School of Business   1995 — 1997
M.B.A., Finance

Fordham University   1987 — 1991
B.S., Finance

Clarence Drakes Clarence Drakes Greater New York City Area Details
Clarence Drakes's New York Life Insurance Co Experience 1978 - 2008
Job Corporate Vice President New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  June 1978 - Present
New York Life Insurance Co   1978 - 2008

Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Microsoft Excel, Accounting, General Ledger, Budgets, Microsoft Office, Business Strategy, Cash Flow, Forecasting, Tax, Microsoft Word, SAP, Employee Benefits, Process Improvement, Fixed Annuities, Business Development, Program Management, Analysis, Change Management, Internal Controls, Managerial Finance, Management, Mergers & Acquisitions, Operations Management, Retirement Planning, PowerPoint, Finance, Due Diligence, Financial Accounting, Banking, Customer Service, Payroll, Team Building, Sarbanes-Oxley Act, Portfolio Management, Contract Negotiation, Business Process..., Team Leadership, Auditing, Leadership, Mutual Funds, Outlook, Financial Services, Financial Modeling, Administration, Negotiation, Business Planning, Retirement

Education
Stony Brook University   1971 — 1974
BA, Philosophy

Cleo Scott-Wiggins Cleo Scott-Wiggins Norfolk, Virginia Area Details
Cleo Scott-Wiggins's New York Life Insurance Co Experience April 2001 - December 2010
Job Accounting Coordinator at ManpowerGroup
Industry Financial Services
Experience
ManpowerGroup  March 2011 - Present
Dana Holding Corporation  2011 - Present
New York Life Insurance Company  November 2008 - December 2010
New York Life Insurance Co.  April 2001 - December 2010
New York Life  April 2001 - December 2010
Louise Obici   August 1992 - June 2000
Kelly Services  June 1999 - April 2000

Skills
Management, Insurance, Employee Benefits, File Management, Finance, Customer Service, Recruiting, CRM, Human Resources, Networking, Program Management

Education
Columbia Southern University   2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.5

Kaplan University   2007 — 2009
Bachelor in Science, Business Management

Paul D. Camp Community College   2000 — 2002
A.A.S, Marketing

Paul D. Camp Community College   1999 — 2002
Business Management, Business, Marketing

John Yeates High School   1986 — 1989
High School Diploma, General

Bob Rand Bob Rand Daytona Beach, Florida Area Details
Bob Rand's New York Life Insurance Co Experience April 2003 - March 2004
Job Commercial Sales Associate at Benchmark Daytona The leading Commercial Brokerage in East Central Florida
Industry Commercial Real Estate
Experience
Benchmark Daytona - Coldwell Banker Commercial   May 2009 - Present
Adams Cameron & Co., Realtors   September 2005 - May 2009
Java Junction Donut & Coffee Co.   March 2004 - June 2008
New York Life Insurance Co   April 2003 - March 2004
Dunkin Donuts and Baskin Robbins  September 1991 - January 2003

Skills
Commercial REO..., REO, Ranch, Foreclosures, Investment Properties, Real Estate, Commercial Leasing, Commercial Real Estate, Sellers, Real Estate Transactions, Investors, Short Sales, Property, Leases, Real Estate Development, Brokerage, Investments, Property Management, Listings, Disposition, Location Intelligence, Buyer Representation, Marketing, Relocation, Selling, Sales, Real Property, Real Estate Financing, Condos, Finance, Buyers, Landlords, Real Estate Economics, Tenant Representation, Tenant, Contract Negotiation, Lease Administration, Lease Negotiations, Appraisals, Rentals, Referrals, Corporate Real Estate, 1031 Exchanges, Land Acquisition, Waterfront

Education
Florida State University   1979 — 1982
B S, Accounting

Florida State University - College of Business

Jeanne Carbone Jeanne Carbone Greater New York City Area Details
Jeanne Carbone's New York Life Insurance Co Experience June 1998 - April 2012
Job Vice President Reinsurance at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  June 1998 - April 2012

Skills
Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Modeling, Life Insurance, Financial Analysis, Business Analysis, Process Improvement, Management, Financial Risk, Leadership, Finance, Financial Planning, IT Strategy, Project Management, Strategic Planning, Underwriting, Vendor Management

Education
City University of New York-Queens College
Bachelor of Arts, Mathematics

Robert Tabick Robert Tabick Greater New York City Area Details
Robert Tabick's New York Life Insurance Co Experience 2000 - Present
Job Corporate Vice President Program / Project Manager at New York Life Insurance Co.
Industry Information Technology and Services
Experience
New York Life Insurance Co.  2000 - Present
Keane  October 1998 - April 2000
Computer Horizons  1998 - 2000
ADP  1995 - 1997
Goldman Sachs & Co.   1982 - 1995

Skills
Data Center, Vendor Management, Cross-functional Team..., IT Strategy, Program Management, Disaster Recovery, Project Portfolio..., IT Operations, ITIL, Requirements Analysis, Project Management, Process Improvement, Risk Management, Business Analysis, Change Management, Business Intelligence, Enterprise Architecture, PMO, Service Delivery, Team Leadership, Project Planning, Team Building, Infrastructure, Call Centers, IT Management, Outsourcing, Business Process, CRM, Software Project..., Integration, Visio, Resource Management, Information Technology, PMP, Business Process..., IT Service Management, Team Management, Telecommunications, Budgets, Business Continuity, Problem Solving, Negotiation, Process Management, Call Center, MS Project, Process Engineering, Contract Negotiation, Cisco Technologies, Budget, Scrum

Education
City University of New York-College of Staten Island

Alix Mercharles Alix Mercharles Greater New York City Area Details
Alix Mercharles's New York Life Insurance Co Experience January 2003 - Present
Job IPS Specialist at New York Life
Industry Insurance
Experience
New York Life  July 2003 - Present
New York Life Insurance Co   January 2003 - Present
Paging Network  January 1998 - May 2003

Skills
Management, Auditing, Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation

Education
Baruch College, City University of New York (CUNY)   1998 — 2003
BBA, Economics/Finance

CUNY Bernard Baruch College
Bachelor, Business Administration; Finance; Economics

Cheryl Gunsell, CLU, LUTCF, CLTC Cheryl Gunsell, CLU, LUTCF, CLTC San Francisco Bay Area Details
Cheryl Gunsell, CLU, LUTCF, CLTC's New York Life Insurance Co Experience November 1993 - Present
Job Financial Services Professional, New York Life Ins. Co.
Industry Financial Services
Experience
New York Life Insurance Co.  November 1993 - Present

Skills
Long-term Care, Roth IRA, Estate Planning, Long Term Care, Retirement Planning, Retirement, Insurance, Savings, Investments, Mutual Funds, Annuities, Disability Insurance, Wealth Accumulation, IRA's, Insurance Planning, Annuity, 401k, Term Life Insurance, Long Term Care Insurance, Financial Planners, IRAs, Fixed Annuities, Life Insurance, Wealth, Small Business, Strategic Financial..., Financial Services, Universal Life, Wealth Management, Pensions, Permanent Life Insurance, Health Insurance, Guaranteed Lifetime..., 401k Rollovers, Variable Annuities, Whole Life, Employee Benefits, Series 6, Portfolio Management, College Savings Plans

Education
The American College
CLU

University of California, Davis
BA

Mickey Gibson Mickey Gibson Old Bridge, New Jersey Details
Mickey Gibson's New York Life Insurance Co Experience September 2003 - August 2009
Job Video Engineer/Audio Visual Design Engineer at BedBath&Beyond Corporate Headquarters
Industry Telecommunications
Experience
BedBath&Beyond Corporate Headquarters   October 2012 - Present
Mercedes Benz USA  April 2011 - June 2012
Lockheed Martin Corp.  April 2010 - November 2010
Morgan Stanley  January 2010 - March 2010
New York Life Insurance Co.  September 2003 - August 2009
Deutsche Bank Securities  January 1999 - January 2003
Morgan Stanley Dean Witter  January 1998 - January 1999
NBC News  March 1995 - January 1998

Skills
Troubleshooting, Video Conferencing, AV, TCP/IP, Integration, Networking, Tandberg, Vendor Management, Cisco Technologies, Technical Support, Network Administration, IP, Telepresence, Software Installation, Hardware, Security, WAN, LAN-WAN, Servers, Project Delivery, Instructional Technology, Polycom Video..., People Management, Data Center, Video Production, Videography, Video Editing, Broadcast Television, Telecommunications..., Digital Media, Collaboration Solutions, Audio Engineering, Budget Management, IT Strategy, Management, Project Management, Video, Leadership, Testing, Telecommunications, Sound, Network Engineering, Multimedia, Infrastructure, System Deployment, VoIP

Education
Technical Career Institutes   1995 — 1997
AOS, Industrial Electronics Engineering Technology \ Communications

Dan Jaracz Dan Jaracz Greater Boston Area Details
Dan Jaracz's New York Life Insurance Co Experience June 2008 - October 2011
Job HAPPILY RETIRED Financial Services Professional at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  June 2008 - October 2011
Linc Facility Services, Inc   July 1969 - December 2007

Skills
Risk Management, Microsoft Excel, Strategic Planning, Customer Service, Budgets, Process Improvement, Insurance, Leadership

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Management

Carnegie Mellon University   1965 — 1969
BS, Mechanical Engineering

James Jim T. Wallace James Jim T. Wallace Jackson, Wyoming Details
James Jim T. Wallace's New York Life Insurance Co Experience March 1985 - December 2008
Job Insurance Agent at Full Independent Brokerage
Industry Insurance
Experience
Jackson Hole Insurance Services   March 1985 - Present
Full Independent Brokerage   January 1985 - Present
New York Life Insurance Co   March 1985 - December 2008

Skills
Insurance, Risk Management, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Long Term Care Insurance, Training, Underwriting, Marketing, Whole Life, Estate Planning, Public Speaking

Education
City College of San Francisco; Merritt College; Golden Gate College; U of Cal Fresno   1963 — 1978
AA Criminology: AA Horticulture: AA Safety Engineering: Risk Management

University of California at San Francisco State   1965 — 1969
BA, Social Science

University of California, San Francisco   1965 — 1969
Bachelor's degree, Industrial Science

Stu Garfinkel Stu Garfinkel Greater New York City Area Details
Stu Garfinkel's New York Life Insurance Co Experience February 2004 - September 2005
Job Independent
Industry Insurance
Experience
American medical collection agency   September 2014 - Present
Life4DiabetesAgents.com   July 2013 - Present
Greg Long Agency - State Farm Insurance   December 2012 - June 2013
HOMESITE INSURANCE SALES   February 2010 - September 2012
HSBCBANK   December 2007 - June 2009
New York Life Insurance Co   February 2004 - September 2005
Forest Hills  September 1985 - January 2004

Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, Property & Casualty..., IRAs, Long-term Care, Commercial Insurance, Health Insurance, Mutual Funds, Workers Compensation, Cold Calling, Sales, Casualty, General Insurance, Casualty Insurance, Finance

Education
New York Institute of Technology
Bachelor of Arts (B.A.), Business Administration and Management, General

F. G. Rusty Hammond, CLU, ChFC F. G. Rusty Hammond, CLU, ChFC Las Vegas, Nevada Area Details
F. G. Rusty Hammond, CLU, ChFC's New York Life Insurance Co Experience January 1980 - January 1982
Job Serving my clients since 1980
Industry Insurance
Experience
Hammond Financial Services, Inc.   January 1993 - Present
Hammond Financieal   2002 - January 2002
Hammond Financial Services, Inc.   April 1998 - April 1998
Farmers Insurance Group  January 1993 - January 1995
LaPorta Insurance Agency   January 1987 - January 1993
Health Plan of Nevada  January 1985 - January 1987
Volu-Sol Medical Industries, Inc   January 1983 - January 1985
New York Life Insurance Co   January 1980 - January 1982
Associated Pathologists Laboratories   January 1973 - January 1980
Multiple Hospital Laboratories   January 1971 - January 1973

Education
Central Michigan University   1973 — 1977
M.A., laboratory administrationMedical Technologist; microbiology

San Jose State University   1964 — 1968
BA, Medical Technolocy

Basic High Schoold   1960 — 1964

University of Arizona
None, Medical Microbiology

Carla Brawner Carla Brawner Greater Detroit Area Details
Carla Brawner's New York Life Insurance Co Experience September 1984 - May 1986
Job Office Manager at Concrete Manufacturing Inc
Industry Construction
Experience
Concrete Manufacturing Inc   May 1993 - Present
National Lumber Company   May 1986 - April 1993
New York Life Insurance Co.  September 1984 - May 1986

Education
Macomb Community College   1986 — 1989
Double Associate, Administrative Assistan and Word Processing Specialist

Jerry Pavelsky Jerry Pavelsky Rochester, New York Area Details
Jerry Pavelsky's New York Life Insurance Co Experience November 2004 - January 2011
Job Broker at KAFL Insurance Resources, Inc.
Industry Insurance
Experience
KAFL Insurance Resources, Inc.   2011 - Present
New York Life Insurance Co.  November 2004 - January 2011
KAFL INSURANCE RESOURCES   2011 - 2011
New York Life Insurance Co.  2004 - 2011

Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Whole Life, Disability Insurance, Long Term Care Insurance, Retirement Planning, IRAs, Universal Life, Retirement, Insurance

Education
Rochester Institute of Technology   1968 — 1972
Bachelor of Science (BS), Accounting

Aquinas Institute ?

Mary Wei, CPA, CIA, CRMA Mary Wei, CPA, CIA, CRMA Baltimore, Maryland Area Details
Mary Wei, CPA, CIA, CRMA's New York Life Insurance Co Experience February 2004 - April 2011
Job Internal Audit/Internal Controls
Industry Financial Services
Experience
Robert Half  January 2015 - Present
Fidelity & Guaranty Life  August 2011 - December 2014
New York Life Insurance Co   February 2004 - April 2011
Citigroup  May 2003 - February 2004
JPMorgan Chase & Co  January 2001 - January 2003
Chase Manhattan Mortgage Corporation  January 1999 - January 2001
Schneider Downs & Co., Inc. CPA'S   July 1998 - October 1999
Schneider Downs & Co., Inc. CPA'S   October 1997 - July 1998
Parms & Company, CPA'S   September 1996 - October 1997

Skills
Auditing, Internal Audit, Leadership, Risk Management, Internal Controls, AML, Investments, Mentoring Of Staff, Strategy, SEC filings, Corporate Governance, Enterprise Risk..., GAAP, Sarbanes-Oxley Act, CRM, Financial Reporting, Financial Analysis, Management, SEC Filings, Accounting, Finance

Education
University at Buffalo
Bachelor of Science

Emilio Zaror Emilio Zaror Pompano Beach, Florida Details
Emilio Zaror's New York Life Insurance Co Experience September 2012 - Present
Job Agent at New York Life Insurance Co.
Industry Pharmaceuticals
Experience
New York Life Insurance Co.  September 2012 - Present
TMS Health  February 2010 - September 2012
RBC  2005 - 2007
National City Bank  2005 - 2006

Skills
Mortgage Lending, Loans, Credit, Sales Management, Selling, Mortgage Banking, Sales, New Business Development, Call Center, Customer Service, Account Management, Marketing, Coaching, Business Development, Customer Retention, Training, Cold Calling, Leadership, Insurance, Management, Finance, Sales Process, Negotiation, Team Building

Education
Universidad de Chile   1972 — 1974

Keiser College
Computer Graphics and MCSE

Paul Rogyom Paul Rogyom Greater New Orleans Area Details
Paul Rogyom's New York Life Insurance Co Experience 1973 - Present
Job Financial Service Professional at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  1973 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Loyola University New Orleans   1969 — 1973
Political Science and Government

Archbishop Rummel High School   1965 — 1969
College Preparatory

Crystal Frey, MBA Crystal Frey, MBA Fogelsville, Pennsylvania Details
Crystal Frey, MBA's New York Life Insurance Co Experience October 1998 - August 1999
Job Accountant
Industry Hospital & Health Care
Experience
Quest Diagnostics  November 2014 - Present
DLP Realty  October 2012 - November 2014
INetU Managed Hosting  February 2012 - October 2012
Keller Williams Real Estate  April 2009 - October 2011
Artistic Video & Sound Inc   September 2003 - October 2008
Applewood Association   July 2002 - August 2006
Artistic Video & Sound Inc   September 2002 - September 2003
P2I Inc   September 1999 - August 2002
New York Life Insurance Co   October 1998 - August 1999
LVR Inc   July 1996 - October 1998

Skills
Accounting, QuickBooks, General Ledger, Accounts Payable, Payroll, Customer Service, Sales, Management, Human Resources, Auditing, Invoicing, Microsoft Excel, Analysis, Access, Budgets, Microsoft Word, Cash Flow, Accounts Receivable, Financial Statements

Education
DeSales University, Center   2010 — 2013
MBA, Accounting

Kutztown University
B.S, Business Administration; Management

Buckinghamshire College of Higher

Reading Area Community College
Associates, Applied Sciences; Executive Secretary

Theresa Franzone Theresa Franzone Phoenix, Arizona Area Details
Theresa Franzone's New York Life Insurance Co Experience February 1997 - August 2000
Job Advisor at CVS Caremark
Industry Pharmaceuticals
Experience
CVS Caremark Corporation  March 2009 - Present
CVS Caremark Corporation  June 2007 - February 2009
CVS Caremark Corporation  January 2006 - May 2007
CVS Caremark Corporation  August 2005 - December 2005
CVS Caremark Corporation  June 2004 - July 2005
New York Life Insurance Co.  February 1997 - August 2000

Education
Baruch College
MBA, Computer Systems

Tony Bolado Tony Bolado Orange County, California Area Details
Tony Bolado's New York Life Insurance Co Experience January 1986 - Present
Job Financial Services Professional at New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Company  January 1986 - Present
New York Life Insurance Co.  January 1986 - Present

Education
California State University-Long Beach   1978 — 1983

Jim Shambaugh Jim Shambaugh Menifee, California Details
Jim Shambaugh's New York Life Insurance Co Experience 1963 - 1978
Job RETIRED at Sterling Bank & Trust
Industry Banking
Experience
Sterling Bank & Trust  1991 - 2005
Sonenblick-Goldman Corp.   1990 - 1991
First Federal of Michigan, fsb   1978 - 1990
New York Life Insurance Co.  1963 - 1978
Lumbermans Mutual Insurance Company   1958 - 1963

Skills
Retail Banking, Loans, Commercial Lending, Real Estate, Commercial Banking, Banking

Education
The Ohio State University - The Max M. Fisher College of Business   1953 — 1957
Bachelor's degree, Real Estate & Business Administration

Que Holman Que Holman Raleigh-Durham, North Carolina Area Details
Que Holman's New York Life Insurance Co Experience 2006 - 2008
Job Financial Service Professional
Industry Financial Services
Experience
Credit Suisse  June 2014 - Present
SunTrust Bank  December 2013 - June 2014
Wells Fargo  2008 - 2013
New York Life Insurance Co.  2006 - 2008

Skills
Finance, Investments, Insurance, Banking, Retirement Planning, Mutual Funds, Loans, Mortgage Lending, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Services, Wealth Management, Loan Origination, Risk Management, Securities, Financial Planning, Leadership, Wealth

Education
Meredith College   2011 — 2012
Certificate, MBA Business Foundations

City University of New York-John Jay College of Criminal Justice
B.A., Psychology

Elaine Epstein/NYLIC Elaine Epstein/NYLIC Greater New York City Area Details
Elaine Epstein/NYLIC's New York Life Insurance Co Experience March 2000 - Present
Job Corporate Vice President at New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Co.  March 2000 - Present
East Asiatic Co./Heidelberg Usa   December 1984 - September 1994
AT&T Technology   August 1978 - December 1984

Skills
Business Analysis, Vendor Management, Disaster Recovery, Program Management, Leadership, Facilities Management, Facilities..., Client Support

Education
Cornell University ILR School
Certificate Programs, Human Resource Studies

Pace University - Lubin School of Business   1981 — 1983
MBA (Credits Towards), Financial Management

Queens College
Bachelor of Arts (B.A.) - Queens College, Accounting and Information Systems

Queensborough Community College
Associate of Arts and Sciences (A.A.S.), Accounting and Information Systems