New York Life Insurance Company
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. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Renay Bagley Renay Bagley's New York Life Insurance Company Experience June 2014 - July 2015
Job New York Life
Industry Financial Services
Experience
The Madison Square Garden Company October 2011 - Present
New York Life Insurance Company June 2014 - July 2015
Human Resource Administration December 2012 - November 2013
New York Yankees June 2011 - March 2013
Goldman Sachs January 2006 - November 2010
Skills
Bloomberg System, Rumba System, Microsoft Office, Fundraising, Team Building, Customer Service, Telephone Skills, Data Entry, Nonprofits, Microsoft Excel, Office Management, Access, Outlook, PowerPoint, Microsoft Word, Social Media, Facebook, Public Speaking, Social Networking, Event Planning, Teamwork, Creative Writing, Windows, Time Management, Administration, Training, Human Resources, Data Analysis, Spreadsheets, Inventory Management, Event Management
Education
Post University 2011 — 2015
BS, Business Admin
Borough of Manhattan Community College 2006 — 2008
AA, Business
The Madison Square Garden Company October 2011 - Present
New York Life Insurance Company June 2014 - July 2015
Human Resource Administration December 2012 - November 2013
New York Yankees June 2011 - March 2013
Goldman Sachs January 2006 - November 2010
Skills
Bloomberg System, Rumba System, Microsoft Office, Fundraising, Team Building, Customer Service, Telephone Skills, Data Entry, Nonprofits, Microsoft Excel, Office Management, Access, Outlook, PowerPoint, Microsoft Word, Social Media, Facebook, Public Speaking, Social Networking, Event Planning, Teamwork, Creative Writing, Windows, Time Management, Administration, Training, Human Resources, Data Analysis, Spreadsheets, Inventory Management, Event Management
Education
Post University 2011 — 2015
BS, Business Admin
Borough of Manhattan Community College 2006 — 2008
AA, Business
Shawn Norde Shawn Norde's New York Life Insurance Company Experience November 2009 - April 2010
Job Security Consultant at ADT
Industry Insurance
Experience
Department Of Eduacation September 2014 - Present
Affinity Health Plan January 2013 - July 2013
Allstate 2013 - 2013
WellCare Health Plans August 2011 - December 2011
New York Life Insurance Company November 2009 - April 2010
Best Buy March 2003 - June 2009
Skills
Insurance, General Insurance, Health Insurance, Interpersonal..., Leadership, Employee Training, Motivated self-starter, Team Leadership, Dependable Team Player, Retail Sales, Marketing, Technology, Computers
Education
P.O.H.S. INSTITUTE 2009 — 2009
Borough of Manhattan Community College 2000 — 2001
Business Administration and Management, General
Department Of Eduacation September 2014 - Present
Affinity Health Plan January 2013 - July 2013
Allstate 2013 - 2013
WellCare Health Plans August 2011 - December 2011
New York Life Insurance Company November 2009 - April 2010
Best Buy March 2003 - June 2009
Skills
Insurance, General Insurance, Health Insurance, Interpersonal..., Leadership, Employee Training, Motivated self-starter, Team Leadership, Dependable Team Player, Retail Sales, Marketing, Technology, Computers
Education
P.O.H.S. INSTITUTE 2009 — 2009
Borough of Manhattan Community College 2000 — 2001
Business Administration and Management, General
Kari Fairchild's New York Life Insurance Company Experience March 2013 - Present
Job Service Representative at New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company January 2012 - March 2013
Access Endodontics April 2010 - December 2011
Education
Boise State University 2004 — 2005
Chemeketa Community College 2002 — 2004
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company January 2012 - March 2013
Access Endodontics April 2010 - December 2011
Education
Boise State University 2004 — 2005
Chemeketa Community College 2002 — 2004
Jeffrey Serafine Jeffrey Serafine's New York Life Insurance Company Experience April 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2014 - Present
Freelance January 2014 - April 2014
The Appreciation Engine (MusicHype Inc.) April 2013 - December 2013
FanManager, LLC January 2011 - February 2013
Massive Creative Intelligence Agency December 2010 - April 2012
Hollywood Underground August 2010 - May 2011
Attack Management January 2009 - August 2010
Sire Records January 2008 - June 2008
Motown September 2007 - December 2007
Skills
Social Networking, Marketing, Strategic Partnerships, Entrepreneurship, Social Media, Leadership, Public Relations, Networking, 401k Rollovers, Account Management, Asset Protection, Business Insurance..., Customer Insight, Education Funding..., IRA Rollovers, Grandchild Gifting, Legacy Planning, Life Insurance, Lifetime Income..., Retirement Planning, Relationship Management, Seminar Marketing, Thought Leadership, Wealth Preservation..., Workshop Facilitation, Risk Management, Personal Finance, Small Business, Supplements to Employee..., Buy-sell Agreements, Business Networking, Creative Problem Solving, Life Insurance..., Wealth Transfer..., Multi-generational...
Education
Full Sail University 2010 — 2012
Master of Science (M.S.)
Bloomfield College 2005 — 2008
B.A.
Peekskill High School 1996 — 1999
Regents Diploma
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2014 - Present
Freelance January 2014 - April 2014
The Appreciation Engine (MusicHype Inc.) April 2013 - December 2013
FanManager, LLC January 2011 - February 2013
Massive Creative Intelligence Agency December 2010 - April 2012
Hollywood Underground August 2010 - May 2011
Attack Management January 2009 - August 2010
Sire Records January 2008 - June 2008
Motown September 2007 - December 2007
Skills
Social Networking, Marketing, Strategic Partnerships, Entrepreneurship, Social Media, Leadership, Public Relations, Networking, 401k Rollovers, Account Management, Asset Protection, Business Insurance..., Customer Insight, Education Funding..., IRA Rollovers, Grandchild Gifting, Legacy Planning, Life Insurance, Lifetime Income..., Retirement Planning, Relationship Management, Seminar Marketing, Thought Leadership, Wealth Preservation..., Workshop Facilitation, Risk Management, Personal Finance, Small Business, Supplements to Employee..., Buy-sell Agreements, Business Networking, Creative Problem Solving, Life Insurance..., Wealth Transfer..., Multi-generational...
Education
Full Sail University 2010 — 2012
Master of Science (M.S.)
Bloomfield College 2005 — 2008
B.A.
Peekskill High School 1996 — 1999
Regents Diploma
Becky Barry Becky Barry's New York Life Insurance Company Experience August 2001 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company August 2001 - Present
New York Life Insurance Company August 2001 - Present
Prudential Financial December 1996 - August 2001
Skills
Retirement, Insurance, Financial Services, IRAs, Annuity Sales, Retirement Planning, Estate Planning, Small Business, Investments, Key Person Protection, Licensed Life Insurance..., Multi-generational..., Protection..., Wealth Preservation..., Finance, Fixed Annuities, Long Term Care Insurance, 401k Rollovers, Asset Protection, Gifting Strategies, Legacies, Multi-generational..., Succession Planning, Wealth Accumulation, Roth IRA, Term Life Insurance, Long-term Care, 401k, Life Insurance, Variable Annuities, Series 6, Education Funding, Whole Life, Permanent Life Insurance, Universal Life, Series 63, Mutual Funds, Retirement Savings, Wealth Management, Life, Licensed Life, College Education..., Guaranteed Lifetime..., 529 Plans, SEP IRA, Health Insurance, College Funding...
Education
Black Hills State University 1981 — 1986
Master's degree, Elementary Education and Teaching
Black Hills State University 1977 — 1980
Bachelor's degree, Elementary Education and Teaching
South Dakota State University 1973 — 1974
Secretarial Science
New York Life Insurance Company August 2001 - Present
New York Life Insurance Company August 2001 - Present
Prudential Financial December 1996 - August 2001
Skills
Retirement, Insurance, Financial Services, IRAs, Annuity Sales, Retirement Planning, Estate Planning, Small Business, Investments, Key Person Protection, Licensed Life Insurance..., Multi-generational..., Protection..., Wealth Preservation..., Finance, Fixed Annuities, Long Term Care Insurance, 401k Rollovers, Asset Protection, Gifting Strategies, Legacies, Multi-generational..., Succession Planning, Wealth Accumulation, Roth IRA, Term Life Insurance, Long-term Care, 401k, Life Insurance, Variable Annuities, Series 6, Education Funding, Whole Life, Permanent Life Insurance, Universal Life, Series 63, Mutual Funds, Retirement Savings, Wealth Management, Life, Licensed Life, College Education..., Guaranteed Lifetime..., 529 Plans, SEP IRA, Health Insurance, College Funding...
Education
Black Hills State University 1981 — 1986
Master's degree, Elementary Education and Teaching
Black Hills State University 1977 — 1980
Bachelor's degree, Elementary Education and Teaching
South Dakota State University 1973 — 1974
Secretarial Science
Cody Proctor Cody Proctor's New York Life Insurance Company Experience June 2012 - December 2014
Job Insurance Agent at Financial Insurance Group National
Industry Insurance
Experience
Financial Insurance Group National January 2015 - Present
New York Life Insurance Company June 2012 - December 2014
Balihoo January 2013 - May 2013
Whiskey Jacques September 2011 - August 2012
Sun Valley Resort January 2006 - May 2008
Skills
Customer Service, Event Management, Management, Marketing, Marketing Strategy, Sales, Social Media Marketing, Team Building, New Business Development, Advertising, Email Marketing, Online Advertising, Social Media, Entrepreneurship, Event Planning, Negotiation, Microsoft Office, Social Networking, Strategic Planning, Insurance, Leadership, Public Speaking, Life Insurance, Account Management, Sales Management
Education
Boise State University 2001 — 2003
Business Administration and Management, General
Boise State University 2001 — 2003
Financial Insurance Group National January 2015 - Present
New York Life Insurance Company June 2012 - December 2014
Balihoo January 2013 - May 2013
Whiskey Jacques September 2011 - August 2012
Sun Valley Resort January 2006 - May 2008
Skills
Customer Service, Event Management, Management, Marketing, Marketing Strategy, Sales, Social Media Marketing, Team Building, New Business Development, Advertising, Email Marketing, Online Advertising, Social Media, Entrepreneurship, Event Planning, Negotiation, Microsoft Office, Social Networking, Strategic Planning, Insurance, Leadership, Public Speaking, Life Insurance, Account Management, Sales Management
Education
Boise State University 2001 — 2003
Business Administration and Management, General
Boise State University 2001 — 2003
Dilailan (Delilah) Diaz Mota Dilailan (Delilah) Diaz Mota's New York Life Insurance Company Experience November 2013 - April 2015
Job Inside Relationship Manager
Industry Telecommunications
Experience
CenturyLink April 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders/ Orlando Chapter 2013 - Present
New York Life Insurance Company November 2013 - April 2015
APOLLO GROUP October 2011 - August 2013
APOLLO GROUP January 2007 - October 2011
SARKLI-REPECHAGE LTD September 1999 - September 2006
Skills
Cpr Certified, Bilingual-Spanish, Account Management, Customer Service, Customer Relations, Hiring, Team Building, Marketing, Recruiting, Sales, Program Management, Business Development, Strategic Planning, Adult Education, Project Planning, Sales Management, Customer Satisfaction, Corporate Communications, Time Management, Microsoft Office, Sales Operations, Training, Leadership, Higher Education, Management, Leadership Development, Team Leadership, Coaching, Admissions, Microsoft Word, Public Speaking, PowerPoint, CRM, Staff Development, Event Planning, Customer Retention, Microsoft Excel, Analysis, New Business Development, Salesforce.com, Resume Writing, Enrollment Management, Proposal Writing, Networking, Teamwork, Organizational..., Career Counseling, Social Networking, Critical Thinking, Student Recruiting
Education
University of Phoenix 2009 — 2012
Masters in Business Administration, Business
University of Phoenix 2007 — 2009
Bachelor of Science, Business Management
Borough of Manhattan Community College 1999 — 2003
AAS, Management
CenturyLink April 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders/ Orlando Chapter 2013 - Present
New York Life Insurance Company November 2013 - April 2015
APOLLO GROUP October 2011 - August 2013
APOLLO GROUP January 2007 - October 2011
SARKLI-REPECHAGE LTD September 1999 - September 2006
Skills
Cpr Certified, Bilingual-Spanish, Account Management, Customer Service, Customer Relations, Hiring, Team Building, Marketing, Recruiting, Sales, Program Management, Business Development, Strategic Planning, Adult Education, Project Planning, Sales Management, Customer Satisfaction, Corporate Communications, Time Management, Microsoft Office, Sales Operations, Training, Leadership, Higher Education, Management, Leadership Development, Team Leadership, Coaching, Admissions, Microsoft Word, Public Speaking, PowerPoint, CRM, Staff Development, Event Planning, Customer Retention, Microsoft Excel, Analysis, New Business Development, Salesforce.com, Resume Writing, Enrollment Management, Proposal Writing, Networking, Teamwork, Organizational..., Career Counseling, Social Networking, Critical Thinking, Student Recruiting
Education
University of Phoenix 2009 — 2012
Masters in Business Administration, Business
University of Phoenix 2007 — 2009
Bachelor of Science, Business Management
Borough of Manhattan Community College 1999 — 2003
AAS, Management
Glen Cole gwcole76@gmail.com Glen Cole gwcole76@gmail.com's New York Life Insurance Company Experience May 2005 - June 2008
Job Production Supervisor at Bluebell Creameries LLC
Industry Restaurants
Experience
Bluebell Creameries LLC May 2013 - Present
Firehouse Subs February 2008 - May 2013
New York Life Insurance Company May 2005 - June 2008
Papa Johns January 1997 - June 2005
Skills
Microsoft Office, Customer Service, Windows 7, Hospitality, Microsoft Word, Team Building, Microsoft Excel, Windows, Computer Hardware, Sales, Leadership, Budgets, Management, Event Planning, Strategic Planning, Marketing, Public Speaking, Public Relations
Education
Sam Houston State University Texas, United States 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance, 3.67
Sam Houston State University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Blinn College 1994 — 1996
General Studies
Bluebell Creameries LLC May 2013 - Present
Firehouse Subs February 2008 - May 2013
New York Life Insurance Company May 2005 - June 2008
Papa Johns January 1997 - June 2005
Skills
Microsoft Office, Customer Service, Windows 7, Hospitality, Microsoft Word, Team Building, Microsoft Excel, Windows, Computer Hardware, Sales, Leadership, Budgets, Management, Event Planning, Strategic Planning, Marketing, Public Speaking, Public Relations
Education
Sam Houston State University Texas, United States 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance, 3.67
Sam Houston State University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Blinn College 1994 — 1996
General Studies
Roger Boone Roger Boone's New York Life Insurance Company Experience March 2011 - June 2011
Job Solution Architect at Magenic
Industry Computer Software
Experience
Magenic June 2015 - Present
Wells Fargo Advisors March 2015 - June 2015
KnowledgeLake February 2014 - January 2015
St. Jude Medical June 2011 - December 2014
KnowledgeLake August 2013 - February 2014
Commonwealth of Kentucky September 2012 - March 2013
New York Life Insurance Company March 2011 - June 2011
e-Sponder, LLC August 2010 - March 2011
Turner Construction September 2009 - August 2010
SecureData, Inc November 2008 - November 2009
Skills
SharePoint, .NET, Microsoft SQL Server, Web Services, Business Intelligence, C#, ASP.NET, Integration, Software Development, SDLC, Enterprise Software, SSRS, Microsoft Office..., Enterprise Architecture, SOA, Visual Studio, Silverlight, ERP, TFS, Solution Architecture, Software Project..., VB.NET, SQL, Visio, Project Management, Agile Methodologies, WCF, WPF, Architecture, T-SQL, LINQ, Oracle, XML, Training, Data Integration, Scrum, SharePoint Server, Public Speaking, MongoDB, Installers (Inno, Wise,..., Poweshell, MVVM, ElasticSearch, JSON, LESS, CSS, Javascript,..., Business Analysis, TypeScript, ITIL Implementation, SiteCore 8, Consulting
Education
Blackburn College 1988 — 1989
Computer Science
Colorado Technical University
Magenic June 2015 - Present
Wells Fargo Advisors March 2015 - June 2015
KnowledgeLake February 2014 - January 2015
St. Jude Medical June 2011 - December 2014
KnowledgeLake August 2013 - February 2014
Commonwealth of Kentucky September 2012 - March 2013
New York Life Insurance Company March 2011 - June 2011
e-Sponder, LLC August 2010 - March 2011
Turner Construction September 2009 - August 2010
SecureData, Inc November 2008 - November 2009
Skills
SharePoint, .NET, Microsoft SQL Server, Web Services, Business Intelligence, C#, ASP.NET, Integration, Software Development, SDLC, Enterprise Software, SSRS, Microsoft Office..., Enterprise Architecture, SOA, Visual Studio, Silverlight, ERP, TFS, Solution Architecture, Software Project..., VB.NET, SQL, Visio, Project Management, Agile Methodologies, WCF, WPF, Architecture, T-SQL, LINQ, Oracle, XML, Training, Data Integration, Scrum, SharePoint Server, Public Speaking, MongoDB, Installers (Inno, Wise,..., Poweshell, MVVM, ElasticSearch, JSON, LESS, CSS, Javascript,..., Business Analysis, TypeScript, ITIL Implementation, SiteCore 8, Consulting
Education
Blackburn College 1988 — 1989
Computer Science
Colorado Technical University
Hui (Winnie) Liu, CPA Hui (Winnie) Liu, CPA's New York Life Insurance Company Experience December 2014 - Present
Job Senior Investment Accountant at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company December 2014 - Present
KPMG July 2013 - October 2014
KPMG October 2011 - June 2013
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Microsoft Excel, US GAAP, Financial Modeling, Financial Accounting, SEC Filings, Valuation, CPA, GAAP
Education
Boston College 2010 — 2011
Master of Science in Accounting
Guangdong University of Foreign Studies 2005 — 2009
Bachelor of Arts (B.A.), English of International Business Law
New York Life Insurance Company December 2014 - Present
KPMG July 2013 - October 2014
KPMG October 2011 - June 2013
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Microsoft Excel, US GAAP, Financial Modeling, Financial Accounting, SEC Filings, Valuation, CPA, GAAP
Education
Boston College 2010 — 2011
Master of Science in Accounting
Guangdong University of Foreign Studies 2005 — 2009
Bachelor of Arts (B.A.), English of International Business Law
Kari Bracy Kari Bracy's New York Life Insurance Company Experience March 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Agentia Partners LLC 2012 - Present
New York Life Insurance Company March 2009 - Present
NYLIFE Securities LLC March 2009 - Present
Skills
401(k) Rollovers, Life Insurance, Fixed Annuities, LUTCF, Wealth Preservation..., Key Person Protection, Business Continuity..., Annuity Sales, Legacies, Finance, Long-term Care, Whole Life, College Savings Plans, Insurance, Business Development, Strategic Planning, Disability Insurance, Leadership, Sales, Customer Service, Small Business, Team Building
Education
Bloomsburg University of Pennsylvania 1994 — 1998
B.S., Business
Agentia Partners LLC 2012 - Present
New York Life Insurance Company March 2009 - Present
NYLIFE Securities LLC March 2009 - Present
Skills
401(k) Rollovers, Life Insurance, Fixed Annuities, LUTCF, Wealth Preservation..., Key Person Protection, Business Continuity..., Annuity Sales, Legacies, Finance, Long-term Care, Whole Life, College Savings Plans, Insurance, Business Development, Strategic Planning, Disability Insurance, Leadership, Sales, Customer Service, Small Business, Team Building
Education
Bloomsburg University of Pennsylvania 1994 — 1998
B.S., Business
Johnny Slattery Johnny Slattery's New York Life Insurance Company Experience August 2011 - January 2012
Job Desktop Engineer at RBC
Industry Information Technology and Services
Experience
RBC April 2015 - July 2015
Hewlett-Packard April 2013 - February 2015
Bank of America/ Merrill Lynch August 2012 - February 2015
New York Life Insurance Company August 2011 - January 2012
The Blackstone Group June 2011 - August 2011
NYC Board of Education February 2011 - June 2011
HG Quick Fix & Data Repair April 2009 - December 2009
Swavelle Millcreek Inc. February 2004 - February 2009
Skills
Computer Repair, Network Support, AS400 Administration, System Administration, PC building, Troubleshooting, Active Directory, Microsoft Exchange, Ghost Imaging, PaintShop Pro, BMC Remedy, IT Operations, Data Entry, Asset Managment, Customer Service, Data Recovery, Print Shop, Help Desk Support, Firewalls, IP VPN, Hardware Support, Software Deployment, System Deployment, IBM iSeries, Technical Support, Network Administration, Windows XP Pro, Norton Ghost, Remote Access, Antivirus, Windows 2000, Hardware, Workstations, Desktop Administration, Lotus Notes, Altiris, Office 2010, Service Desk, Wireless Networking, Patch Management, BART, SM tools, Windows Server, Windows 7 Migration, Tablet PC, Printers, QST, LAN-WAN, Laptops, Desktop Computers
Education
Boricua College 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Boricua College 2010 — 2011
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
RBC April 2015 - July 2015
Hewlett-Packard April 2013 - February 2015
Bank of America/ Merrill Lynch August 2012 - February 2015
New York Life Insurance Company August 2011 - January 2012
The Blackstone Group June 2011 - August 2011
NYC Board of Education February 2011 - June 2011
HG Quick Fix & Data Repair April 2009 - December 2009
Swavelle Millcreek Inc. February 2004 - February 2009
Skills
Computer Repair, Network Support, AS400 Administration, System Administration, PC building, Troubleshooting, Active Directory, Microsoft Exchange, Ghost Imaging, PaintShop Pro, BMC Remedy, IT Operations, Data Entry, Asset Managment, Customer Service, Data Recovery, Print Shop, Help Desk Support, Firewalls, IP VPN, Hardware Support, Software Deployment, System Deployment, IBM iSeries, Technical Support, Network Administration, Windows XP Pro, Norton Ghost, Remote Access, Antivirus, Windows 2000, Hardware, Workstations, Desktop Administration, Lotus Notes, Altiris, Office 2010, Service Desk, Wireless Networking, Patch Management, BART, SM tools, Windows Server, Windows 7 Migration, Tablet PC, Printers, QST, LAN-WAN, Laptops, Desktop Computers
Education
Boricua College 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Boricua College 2010 — 2011
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Joseph Vann Joseph Vann's New York Life Insurance Company Experience June 2013 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2013 - Present
BancorpSouth May 2010 - December 2012
Skills
Credit, Banking, Commercial Banking, Retail Banking, Deposits, Customer Service, Wealth Management, Life Insurance, Retirement Planning
Education
Birmingham-Southern College 2006 — 2010
Bachelor of Science (BS), Psychology
New York Life Insurance Company June 2013 - Present
BancorpSouth May 2010 - December 2012
Skills
Credit, Banking, Commercial Banking, Retail Banking, Deposits, Customer Service, Wealth Management, Life Insurance, Retirement Planning
Education
Birmingham-Southern College 2006 — 2010
Bachelor of Science (BS), Psychology
Kyle Sherrin Kyle Sherrin's New York Life Insurance Company Experience June 2013 - August 2013
Job Financial Officer I at UAB CFAR
Industry Financial Services
Experience
The University of Alabama at Birmingham July 2014 - Present
Regions Financial Corporation August 2013 - June 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Communication, Sales, Economics, Business Strategy, PowerPoint, Minitab, Microsoft Word, Social Media, Perseverance, Positivity, Creativity, Leadership, Teamwork, Determination to Succeed, Highly self-motivated, Entrepreneurship, Microsoft Office, Banking, Financial Analysis, Public Speaking, Social Networking, Team Building, Research, Strategy, Finance, Business, Team Leadership, Coaching, Social Media Marketing
Education
Birmingham-Southern College 2009 — 2013
Bachelor of Science (B.S.), Business Administration; Economics
The University of Alabama at Birmingham July 2014 - Present
Regions Financial Corporation August 2013 - June 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Communication, Sales, Economics, Business Strategy, PowerPoint, Minitab, Microsoft Word, Social Media, Perseverance, Positivity, Creativity, Leadership, Teamwork, Determination to Succeed, Highly self-motivated, Entrepreneurship, Microsoft Office, Banking, Financial Analysis, Public Speaking, Social Networking, Team Building, Research, Strategy, Finance, Business, Team Leadership, Coaching, Social Media Marketing
Education
Birmingham-Southern College 2009 — 2013
Bachelor of Science (B.S.), Business Administration; Economics
Dara Fang's New York Life Insurance Company Experience June 2011 - February 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC August 2015 - Present
McGladrey October 2013 - August 2015
Boston College, Office of Residential Life September 2012 - May 2013
McGladrey June 2012 - August 2012
New York Life Insurance Company June 2011 - February 2012
J.Crew August 2011 - January 2012
The Heights, Inc. January 2011 - December 2011
The Heights, Inc. January 2010 - January 2011
Abercrombie & Fitch August 2008 - August 2010
Skills
Blogging, Auditing, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Editing, Public Relations, Marketing
Education
Boston College 2009 — 2013
BS, Accounting, International Studies
Venice International University 2012 — 2012
International Studies
Shrewsbury High School 2005 — 2009
PwC August 2015 - Present
McGladrey October 2013 - August 2015
Boston College, Office of Residential Life September 2012 - May 2013
McGladrey June 2012 - August 2012
New York Life Insurance Company June 2011 - February 2012
J.Crew August 2011 - January 2012
The Heights, Inc. January 2011 - December 2011
The Heights, Inc. January 2010 - January 2011
Abercrombie & Fitch August 2008 - August 2010
Skills
Blogging, Auditing, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Editing, Public Relations, Marketing
Education
Boston College 2009 — 2013
BS, Accounting, International Studies
Venice International University 2012 — 2012
International Studies
Shrewsbury High School 2005 — 2009
Sarah Phillips, MBA's New York Life Insurance Company Experience November 2013 - Present
Job "People do not care how much you know until they know how much you care." John Maxwell
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company November 2013 - Present
Pathways Inc February 2007 - November 2013
Homestead Village February 2005 - November 2006
Staples September 1997 - February 2005
Skills
Employee Relations, Social Media, Integrity, Consulting, Personal Development, Human Resources, Management, Customer-focused Service, Relationship Management, Interviews, Training, Personnel Management, Customer Service, Sales, Payroll, Time Management, New Hire Orientations, Hiring, Policy, High Level Of..., Healthcare Management, Mental Health, Critical Thinking, Problem Solving, Collaboration, Communication Skills, Teamwork, Interpersonal Leadership, Analysis, Project Management, Conflict Resolution, Organizational..., Business Development, Life Insurance..., Customer Satisfaction, Legacy Planning, Communication, Investments, Risk Management, Asset Protection
Education
Boise State University 2007 — 2009
Master of Business Administration (M.B.A.)
University of Idaho 1999 — 2003
B.S. Human Resources Management
University of Idaho 1999 — 2003
B.S. Production & Operations Management
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company November 2013 - Present
Pathways Inc February 2007 - November 2013
Homestead Village February 2005 - November 2006
Staples September 1997 - February 2005
Skills
Employee Relations, Social Media, Integrity, Consulting, Personal Development, Human Resources, Management, Customer-focused Service, Relationship Management, Interviews, Training, Personnel Management, Customer Service, Sales, Payroll, Time Management, New Hire Orientations, Hiring, Policy, High Level Of..., Healthcare Management, Mental Health, Critical Thinking, Problem Solving, Collaboration, Communication Skills, Teamwork, Interpersonal Leadership, Analysis, Project Management, Conflict Resolution, Organizational..., Business Development, Life Insurance..., Customer Satisfaction, Legacy Planning, Communication, Investments, Risk Management, Asset Protection
Education
Boise State University 2007 — 2009
Master of Business Administration (M.B.A.)
University of Idaho 1999 — 2003
B.S. Human Resources Management
University of Idaho 1999 — 2003
B.S. Production & Operations Management
Kevin Rochford Kevin Rochford's New York Life Insurance Company Experience June 2014 - Present
Job Corporate Finance Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
The Estée Lauder Companies Inc. May 2012 - February 2014
Skills
Auditing, Investments, Insurance, Enterprise Risk..., Investment Management, Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Financial Accounting
Education
Binghamton University - School of Management 2015 — 2016
Master of Business Administration (MBA), Finance, General
Fordham University 2010 — 2014
Applied Accounting and Finance
Chaminade High School 2006 — 2010
New York Life Insurance Company June 2014 - Present
The Estée Lauder Companies Inc. May 2012 - February 2014
Skills
Auditing, Investments, Insurance, Enterprise Risk..., Investment Management, Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Financial Accounting
Education
Binghamton University - School of Management 2015 — 2016
Master of Business Administration (MBA), Finance, General
Fordham University 2010 — 2014
Applied Accounting and Finance
Chaminade High School 2006 — 2010
Doug Pelz's New York Life Insurance Company Experience October 1999 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1999 - Present
NYL November 1993 - October 1999
Skills
Retirement Solutions, Retirement Income..., Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Health Insurance, Small Business, Guaranteed Lifetime..., IRAs, Life Insurance, Disability Insurance, Series 63, Long-term Care
Education
Boise State University 1986 — 2000
Coeur D Alene High 1983 — 1986
New York Life Insurance Company October 1999 - Present
NYL November 1993 - October 1999
Skills
Retirement Solutions, Retirement Income..., Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Health Insurance, Small Business, Guaranteed Lifetime..., IRAs, Life Insurance, Disability Insurance, Series 63, Long-term Care
Education
Boise State University 1986 — 2000
Coeur D Alene High 1983 — 1986
Mohammed Diallo Mohammed Diallo's New York Life Insurance Company Experience December 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
Ginjan Bros, LLC 2015 - 2015
Freelance July 2005 - December 2012
Enterprise Rent-A-Car May 2007 - September 2008
Law Office of Eugenie Moody February 2003 - July 2005
Skills
401k Rollovers, Annuity Sales, Asset Protection, Relationship Building, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Creative Problem Solving, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacy Planning, LGBT Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement Planning, Risk Management, Sales, Seminar Marketing, Service Delivery, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer..., Workshop Facilitation, Leadership, Coach
Education
Mercy College 2006 — 2012
Bachelor's degree, Business Administration and Management, General
New York University 2005 — 2006
Bachelor's degree, Business Administration and Management, General
Borough of Manhattan Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Fall Mountain Regional High School 2000 — 2001
High School Diploma
Collins Hill High School 1999 — 2000
Central Gwinnett High School 1997 — 1999
New York Life Insurance Company December 2012 - Present
Ginjan Bros, LLC 2015 - 2015
Freelance July 2005 - December 2012
Enterprise Rent-A-Car May 2007 - September 2008
Law Office of Eugenie Moody February 2003 - July 2005
Skills
401k Rollovers, Annuity Sales, Asset Protection, Relationship Building, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Creative Problem Solving, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacy Planning, LGBT Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement Planning, Risk Management, Sales, Seminar Marketing, Service Delivery, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer..., Workshop Facilitation, Leadership, Coach
Education
Mercy College 2006 — 2012
Bachelor's degree, Business Administration and Management, General
New York University 2005 — 2006
Bachelor's degree, Business Administration and Management, General
Borough of Manhattan Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Fall Mountain Regional High School 2000 — 2001
High School Diploma
Collins Hill High School 1999 — 2000
Central Gwinnett High School 1997 — 1999
David Brubaker David Brubaker's New York Life Insurance Company Experience June 2013 - May 2014
Job Account Executive at DivisionD
Industry Marketing and Advertising
Experience
Division-D May 2014 - Present
New York Life Insurance Company June 2013 - May 2014
Brubaker Value Motors January 2011 - June 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Budgets, Risk Management, PowerPoint, Sales, Networking, Advertising Sales, Media Planning, Digital Marketing, Online Advertising
Education
Boise State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Division-D May 2014 - Present
New York Life Insurance Company June 2013 - May 2014
Brubaker Value Motors January 2011 - June 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Budgets, Risk Management, PowerPoint, Sales, Networking, Advertising Sales, Media Planning, Digital Marketing, Online Advertising
Education
Boise State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Karla Christensen Karla Christensen's New York Life Insurance Company Experience May 2013 - Present
Job Owner at Brueggeman Insurance
Industry Financial Services
Experience
Wellmark Blue Cross and Blue Shield September 2006 - Present
Brueggeman Insurance September 2006 - Present
New York Life Insurance Company May 2013 - Present
Holiday Inn Rushmore Plaza April 2001 - November 2003
Hotel Radisson August 1999 - April 2001
Skills
Term Life Insurance, Retirement Planning, Leadership, Sales, Whole Life, Licensed in Long-Term..., Team Building, 401(k) Rollovers, Asset Protection, Personal Finance, IRA Rollovers, Supplements to Employee..., Investments, Customer Relations, Charitable Giving, Building Relationships, Disability Insurance
Education
Black Hills State University 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
North Dakota State Univerisity 1992 — 1993
Business Administration and Management, General
Wellmark Blue Cross and Blue Shield September 2006 - Present
Brueggeman Insurance September 2006 - Present
New York Life Insurance Company May 2013 - Present
Holiday Inn Rushmore Plaza April 2001 - November 2003
Hotel Radisson August 1999 - April 2001
Skills
Term Life Insurance, Retirement Planning, Leadership, Sales, Whole Life, Licensed in Long-Term..., Team Building, 401(k) Rollovers, Asset Protection, Personal Finance, IRA Rollovers, Supplements to Employee..., Investments, Customer Relations, Charitable Giving, Building Relationships, Disability Insurance
Education
Black Hills State University 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
North Dakota State Univerisity 1992 — 1993
Business Administration and Management, General
patrick gilmore patrick gilmore's New York Life Insurance Company Experience July 2014 - September 2014
Job Shipping at TruCatch Traps
Industry Insurance
Experience
TruCatch Traps November 2014 - Present
New York Life Insurance Company July 2014 - September 2014
Perdue Woodworks Inc. April 2010 - December 2013
McDonald's Corporation September 2006 - July 2008
Liberty Chrysler Center February 2002 - April 2004
Skills
Excellent..., Adept in Microsoft..., Management, Manufacturing, Microsoft Office, Furniture, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Retail, Purchasing, Process Scheduler, Sales
Education
Black Hills State University 2008 — 2015
Business Administration, Business Management
Yankton High School 1984 — 1988
major
TruCatch Traps November 2014 - Present
New York Life Insurance Company July 2014 - September 2014
Perdue Woodworks Inc. April 2010 - December 2013
McDonald's Corporation September 2006 - July 2008
Liberty Chrysler Center February 2002 - April 2004
Skills
Excellent..., Adept in Microsoft..., Management, Manufacturing, Microsoft Office, Furniture, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Retail, Purchasing, Process Scheduler, Sales
Education
Black Hills State University 2008 — 2015
Business Administration, Business Management
Yankton High School 1984 — 1988
major
Erica Snyder's New York Life Insurance Company Experience January 2012 - April 2012
Job Consultant at Sunera LLC
Industry Accounting
Experience
Sunera LLC September 2015 - Present
McGladrey September 2014 - September 2015
Baker Newman Noyes January 2013 - April 2013
New York Life Insurance Company January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Outlook, Analysis, Tax, Tax Preparation, Teamwork, Management, QuickBooks, Financial Analysis, Financial Reporting, Auditing, Financial Modeling, Financial Accounting
Education
Boston College 2011 — 2014
Accounting; Corporate Systems
Broward Community College 2008 — 2011
Accounting and Biology
Sunera LLC September 2015 - Present
McGladrey September 2014 - September 2015
Baker Newman Noyes January 2013 - April 2013
New York Life Insurance Company January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Outlook, Analysis, Tax, Tax Preparation, Teamwork, Management, QuickBooks, Financial Analysis, Financial Reporting, Auditing, Financial Modeling, Financial Accounting
Education
Boston College 2011 — 2014
Accounting; Corporate Systems
Broward Community College 2008 — 2011
Accounting and Biology
Abdourahmane Diallo Abdourahmane Diallo's New York Life Insurance Company Experience May 2014 - Present
Job Desktop Support Technician at New York Life Insurance.
Industry Information Technology and Services
Experience
New York Life Insurance Company May 2014 - Present
Marsh & McLennan Companies, Inc. August 2013 - January 2014
Year Up 2013 - 2013
CVS Caremark Corporation October 2010 - February 2011
Skills
Microsoft Office, Technical Support, Customer Service, Research, Public Speaking, Photoshop, Teamwork, Team Leadership, Time Management, Access, Windows 7, Networking, Information Technology
Education
Borough of Manhattan Community College 2011 — 2015
Computer and Information Systems Security/Information Assurance
Year Up NY 2013 — 2013
International community High School 2006 — 2010
High school diploma
New York Life Insurance Company May 2014 - Present
Marsh & McLennan Companies, Inc. August 2013 - January 2014
Year Up 2013 - 2013
CVS Caremark Corporation October 2010 - February 2011
Skills
Microsoft Office, Technical Support, Customer Service, Research, Public Speaking, Photoshop, Teamwork, Team Leadership, Time Management, Access, Windows 7, Networking, Information Technology
Education
Borough of Manhattan Community College 2011 — 2015
Computer and Information Systems Security/Information Assurance
Year Up NY 2013 — 2013
International community High School 2006 — 2010
High school diploma
Rylee O'Connell Rylee O'Connell's New York Life Insurance Company Experience November 2011 - Present
Job Life Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2011 - Present
Adecco Staffing, USA 2010 - 2011
Education
Black Hills State University
New York Life Insurance Company November 2011 - Present
Adecco Staffing, USA 2010 - 2011
Education
Black Hills State University
Breeda McDermott's New York Life Insurance Company Experience August 2010 - October 2010
Job 1) Payroll/ HR Coordinator at Hospital; 2) Pilates Instructor
Industry Human Resources
Experience
Hospital January 2011 - Present
New York Life Insurance Company August 2010 - October 2010
Custom Staffing, Inc. August 2009 - January 2010
Five Star Quality Care November 2006 - August 2008
Dana-Farber Cancer Institute June 2005 - August 2005
Brown Brothers Harriman February 2005 - April 2005
MIT September 2004 - January 2005
Digitas 2005 - 2005
Skills
PeopleSoft, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, ADP Payroll, College Recruiting
Education
Boston College 2000 — 2004
BA, Sociology, Irish Studies
Loyola School 1996 — 2000
H.S., College Prep
Hospital January 2011 - Present
New York Life Insurance Company August 2010 - October 2010
Custom Staffing, Inc. August 2009 - January 2010
Five Star Quality Care November 2006 - August 2008
Dana-Farber Cancer Institute June 2005 - August 2005
Brown Brothers Harriman February 2005 - April 2005
MIT September 2004 - January 2005
Digitas 2005 - 2005
Skills
PeopleSoft, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, ADP Payroll, College Recruiting
Education
Boston College 2000 — 2004
BA, Sociology, Irish Studies
Loyola School 1996 — 2000
H.S., College Prep
Nat Crawford's New York Life Insurance Company Experience February 2009 - January 2011
Job Interim Adult Ministries Assistant at First Evangelical Free Church
Industry Professional Training & Coaching
Experience
First Evangelical Free Church May 2015 - Present
First Evangelical Free Church September 2013 - Present
Leadercast Lincoln January 2013 - May 2015
Cornerstone Leadership Solutions January 2012 - February 2015
Midwest Health Consultants January 2012 - February 2015
Ameritas August 2010 - February 2012
Standard Insurance Company August 2010 - February 2012
New York Life Insurance Company February 2009 - January 2011
Peel's Salon Services October 2007 - February 2009
Prestige Marketing LLC November 2005 - October 2007
Skills
Leadership Development, Public Speaking, Leadership, Coaching, Training, Team Building, Entrepreneurship, Event Management, Customer Service, Small Business, Employee Engagement, Management Consulting, Life Insurance, Social Media, Teaching, Sales Operations, Biblical Studies, Executive Coaching, Disability Insurance, Apologetics, Motivational..., Events Coordination, Values Coaching, Leadership Coaching, Goal Setting, Spa, Expository Preaching, Sponsorship Generation, Personal Coaching, Christian Apologetics, Motivational Speaking, Gospel, Salons, Blogging, Blogger, Preaching
Education
Biola University 2012 — 2015
Master of Arts (M.A.), Apologetics
Grace University 2010 — 2012
Business Leadership/Biblical Studies, Business, Bible
University of Nebraska-Lincoln 2004 — 2005
Economics, Business
Southeast Community College 1999 — 2001
Marketing/Business
Lincoln Christian School 1985 — 1999
First Evangelical Free Church May 2015 - Present
First Evangelical Free Church September 2013 - Present
Leadercast Lincoln January 2013 - May 2015
Cornerstone Leadership Solutions January 2012 - February 2015
Midwest Health Consultants January 2012 - February 2015
Ameritas August 2010 - February 2012
Standard Insurance Company August 2010 - February 2012
New York Life Insurance Company February 2009 - January 2011
Peel's Salon Services October 2007 - February 2009
Prestige Marketing LLC November 2005 - October 2007
Skills
Leadership Development, Public Speaking, Leadership, Coaching, Training, Team Building, Entrepreneurship, Event Management, Customer Service, Small Business, Employee Engagement, Management Consulting, Life Insurance, Social Media, Teaching, Sales Operations, Biblical Studies, Executive Coaching, Disability Insurance, Apologetics, Motivational..., Events Coordination, Values Coaching, Leadership Coaching, Goal Setting, Spa, Expository Preaching, Sponsorship Generation, Personal Coaching, Christian Apologetics, Motivational Speaking, Gospel, Salons, Blogging, Blogger, Preaching
Education
Biola University 2012 — 2015
Master of Arts (M.A.), Apologetics
Grace University 2010 — 2012
Business Leadership/Biblical Studies, Business, Bible
University of Nebraska-Lincoln 2004 — 2005
Economics, Business
Southeast Community College 1999 — 2001
Marketing/Business
Lincoln Christian School 1985 — 1999
Charlotte Hooten Charlotte Hooten's New York Life Insurance Company Experience 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Interstate Batteries 1989 - 1991
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Sales, Finance, Life Insurance, Microsoft Word, Public Speaking, Customer Service, Marketing, Leadership, Team Building, Microsoft Office
Education
Bob Jones University
New York Life Insurance Company 2014 - Present
Interstate Batteries 1989 - 1991
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Sales, Finance, Life Insurance, Microsoft Word, Public Speaking, Customer Service, Marketing, Leadership, Team Building, Microsoft Office
Education
Bob Jones University
Isear Brown's New York Life Insurance Company Experience January 2015 - Present
Job Marketing/Web Publishing Consultant at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company January 2015 - Present
Shawn Carter Foundation January 2006 - Present
Marks Paneth LLP August 2014 - December 2014
Siemens February 2014 - August 2014
MasterCard April 2013 - June 2013
Wesell.com December 2012 - January 2013
New York Life Insurance Company May 2005 - July 2012
GRP Financial Services February 2003 - May 2005
Skills
Microsoft Office, Vignette, HTML, PM3, Leadership, Marketing, Digital Marketing, Event Planning, Marketing Strategy, Teamwork, Corporate Communications, Sales, Project Planning, Marketing Management, Online Marketing
Education
Mercy College 2004 — 2006
Bachelor of Applied Science (BASc), Corporate Communications
Borough of Manhattan Community College 1999 — 2001
Associate of Science (A.S.), Computer Operations
New York Life Insurance Company January 2015 - Present
Shawn Carter Foundation January 2006 - Present
Marks Paneth LLP August 2014 - December 2014
Siemens February 2014 - August 2014
MasterCard April 2013 - June 2013
Wesell.com December 2012 - January 2013
New York Life Insurance Company May 2005 - July 2012
GRP Financial Services February 2003 - May 2005
Skills
Microsoft Office, Vignette, HTML, PM3, Leadership, Marketing, Digital Marketing, Event Planning, Marketing Strategy, Teamwork, Corporate Communications, Sales, Project Planning, Marketing Management, Online Marketing
Education
Mercy College 2004 — 2006
Bachelor of Applied Science (BASc), Corporate Communications
Borough of Manhattan Community College 1999 — 2001
Associate of Science (A.S.), Computer Operations
Maureen O'Malley Maureen O'Malley's New York Life Insurance Company Experience July 2009 - June 2010
Job Legal Executive Assistant (IP) at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP June 2015 - Present
Eaton Vance September 2010 - March 2015
William Raveis Real Estate May 2011 - October 2014
New York Life Insurance Company July 2009 - June 2010
Barry Financial LLC November 2006 - July 2009
Looney & Grossman LLP July 2005 - November 2006
Gannon & Hurley, P.C. June 2004 - July 2005
Skills
Legal Support Services, Executive Level..., Intellectual Property, SEC filings, Securities, Legal Discovery, Legal Documents, Confidential Documents, Document Preparation, Invoice Processing, Calendaring, Travel Arrangements, Meeting Scheduling, Microsoft Office, Formatting Documents, EDGAR filings, XBRL, Subpoenas, File Management, Audio Transcription, Website Updating, General Correspondence, Presentation Material, Archival Management, Supply Purchasing, Leadership
Education
Northeastern University 1998 — 2003
Bachelor of Science, Communications & Environmental Studies
Bond University 2001 — 2001
Queensland, Australia, Liberal Arts
Ropes & Gray LLP June 2015 - Present
Eaton Vance September 2010 - March 2015
William Raveis Real Estate May 2011 - October 2014
New York Life Insurance Company July 2009 - June 2010
Barry Financial LLC November 2006 - July 2009
Looney & Grossman LLP July 2005 - November 2006
Gannon & Hurley, P.C. June 2004 - July 2005
Skills
Legal Support Services, Executive Level..., Intellectual Property, SEC filings, Securities, Legal Discovery, Legal Documents, Confidential Documents, Document Preparation, Invoice Processing, Calendaring, Travel Arrangements, Meeting Scheduling, Microsoft Office, Formatting Documents, EDGAR filings, XBRL, Subpoenas, File Management, Audio Transcription, Website Updating, General Correspondence, Presentation Material, Archival Management, Supply Purchasing, Leadership
Education
Northeastern University 1998 — 2003
Bachelor of Science, Communications & Environmental Studies
Bond University 2001 — 2001
Queensland, Australia, Liberal Arts
Jill Ricci's New York Life Insurance Company Experience September 2008 - October 2009
Job Director, Strategic Accounts at Conductor, Inc.
Industry Online Media
Experience
Conductor, Inc. June 2015 - Present
Conductor, Inc. February 2014 - Present
Huddle August 2012 - February 2014
AG Salesworks August 2009 - August 2012
AG Salesworks August 2009 - January 2011
New York Life Insurance Company September 2008 - October 2009
Skills
Salesforce.com, Lead Generation, CRM, Account Management, Cold Calling, Sales Process, Marketing Automation, Email Marketing, B2B, Business Development, Management, Enterprise Software, Leadership, New Business Development, Microsoft Excel, SaaS, Market Research, Inbound Marketing, Marketing, Collaboration Tools, Cloud Computing, Excel, Web Presence Management, Online Marketing
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Communications
Bond University
Conductor, Inc. June 2015 - Present
Conductor, Inc. February 2014 - Present
Huddle August 2012 - February 2014
AG Salesworks August 2009 - August 2012
AG Salesworks August 2009 - January 2011
New York Life Insurance Company September 2008 - October 2009
Skills
Salesforce.com, Lead Generation, CRM, Account Management, Cold Calling, Sales Process, Marketing Automation, Email Marketing, B2B, Business Development, Management, Enterprise Software, Leadership, New Business Development, Microsoft Excel, SaaS, Market Research, Inbound Marketing, Marketing, Collaboration Tools, Cloud Computing, Excel, Web Presence Management, Online Marketing
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Communications
Bond University
Eric Morgan Eric Morgan's New York Life Insurance Company Experience May 2009 - August 2009
Job AVP, Equity Research, Barclays
Industry Financial Services
Experience
Barclays July 2014 - Present
J.P. Morgan Private Bank - Alternative Investments July 2011 - July 2014
J.P. Morgan Private Bank - Alternative Investments June 2010 - August 2010
New York Life Insurance Company May 2009 - August 2009
L-3 Communications June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, VBA, HTML, CSS, PHP, MySQL, Stata, Matlab, Series 7, Series 63
Education
Boston College 2007 — 2011
BS in Business Management, BA in Economics, Concentrations in Finance and Information Systems, GPA: 3.82/4.00
University College Dublin 2009 — 2009
St. Peter's Preparatory School 2003 — 2007
Barclays July 2014 - Present
J.P. Morgan Private Bank - Alternative Investments July 2011 - July 2014
J.P. Morgan Private Bank - Alternative Investments June 2010 - August 2010
New York Life Insurance Company May 2009 - August 2009
L-3 Communications June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, VBA, HTML, CSS, PHP, MySQL, Stata, Matlab, Series 7, Series 63
Education
Boston College 2007 — 2011
BS in Business Management, BA in Economics, Concentrations in Finance and Information Systems, GPA: 3.82/4.00
University College Dublin 2009 — 2009
St. Peter's Preparatory School 2003 — 2007
William Donaldson's New York Life Insurance Company Experience January 2011 - June 2012
Job AL & TN Market Manager for Starr Hill Brewery LLC
Industry Food & Beverages
Experience
Starr Hill Brewery June 2012 - Present
New York Life Insurance Company January 2011 - June 2012
Christian & Small LLP July 2009 - January 2011
McCullough Advertising & McMillan Associates January 2007 - January 2008
Skills
Marketing, Event Planning, Social Media Marketing, Nonprofits, Editing, Sponsorship, Social Networking, Social Media, Event Management, Research, Sales, Marketing Strategy, Fundraising, Marketing Communications, Public Relations, Facebook, Customer Service
Education
Birmingham-Southern College 2006 — 2009
Bachelor of Arts (B.A.), Theatre/Theater, 3.1
Birmingham-Southern College 2006 — 2009
Bachelor of Arts, Theatre
Starr Hill Brewery June 2012 - Present
New York Life Insurance Company January 2011 - June 2012
Christian & Small LLP July 2009 - January 2011
McCullough Advertising & McMillan Associates January 2007 - January 2008
Skills
Marketing, Event Planning, Social Media Marketing, Nonprofits, Editing, Sponsorship, Social Networking, Social Media, Event Management, Research, Sales, Marketing Strategy, Fundraising, Marketing Communications, Public Relations, Facebook, Customer Service
Education
Birmingham-Southern College 2006 — 2009
Bachelor of Arts (B.A.), Theatre/Theater, 3.1
Birmingham-Southern College 2006 — 2009
Bachelor of Arts, Theatre
Barbara Howard Barbara Howard's New York Life Insurance Company Experience 1991 - 1993
Job Executive Assistant to the Mayor, City of San Jose
Industry Government Administration
Experience
City of San Jose September 2012 - Present
Pierce College District 11 August 2000 - August 2012
Sumner School District #320 February 1994 - August 2000
New York Life Insurance Company 1991 - 1993
Cliff Miller's Cameras & Computers, Inc. 1987 - 1991
Skills
Event Planning, Administration, Higher Education, Word, Teaching, Outlook, Problem Solving, Administrative Support, Microsoft Word, Marketing, Editing, Administrative..., Organizational..., Leadership Development, Coaching, Budgets, Customer Service, Staff Development, Curriculum Development, Community Outreach, Nonprofits, Fundraising, Volunteer Management, Program Development, Public Speaking, Research, Training, Event Management, Instructional Design, Adult Education, Policy, Social Networking, PowerPoint, Leadership, Team Building, Public Relations, System Administration, Microsoft Office, Social Media, Student Affairs, Data Entry, Time Management, Program Management, Data Analysis, Curriculum Design, Administrative...
Education
Pierce College at Puyallup
Project Management
Boise State University
Bachelor of Music, Music Education
City of San Jose September 2012 - Present
Pierce College District 11 August 2000 - August 2012
Sumner School District #320 February 1994 - August 2000
New York Life Insurance Company 1991 - 1993
Cliff Miller's Cameras & Computers, Inc. 1987 - 1991
Skills
Event Planning, Administration, Higher Education, Word, Teaching, Outlook, Problem Solving, Administrative Support, Microsoft Word, Marketing, Editing, Administrative..., Organizational..., Leadership Development, Coaching, Budgets, Customer Service, Staff Development, Curriculum Development, Community Outreach, Nonprofits, Fundraising, Volunteer Management, Program Development, Public Speaking, Research, Training, Event Management, Instructional Design, Adult Education, Policy, Social Networking, PowerPoint, Leadership, Team Building, Public Relations, System Administration, Microsoft Office, Social Media, Student Affairs, Data Entry, Time Management, Program Management, Data Analysis, Curriculum Design, Administrative...
Education
Pierce College at Puyallup
Project Management
Boise State University
Bachelor of Music, Music Education
Theresa Serrant-John Theresa Serrant-John's New York Life Insurance Company Experience October 2010 - March 2013
Job Executive Assistant, certified professional in administratve services, CAP, Notary Public
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - March 2013
Currently seeking new opportunities 2013 - 2013
New York Life Insurance Company February 2005 - September 2010
New York Life Inurance Company January 1990 - September 2005
Skills
Life Insurance, Administrative..., Insurance, Microsoft Office, Microsoft Word, Human Resources, Lotus Notes, PowerPoint, Data Entry, Microsoft Excel, Outlook, Training, Coordination, Management, Time Management, Marketing, Employee Benefits, System Administration, Telephone Skills, QuickBooks, Spreadsheets, Calendars, Event Planning, Employee Relations, Financial Services, Teamwork, Leadership, Software Documentation, Analysis, Executive Support, Travel Arrangements, Dictaphone, Fundraising, Calendaring, Customer Service, Budgets, Visio, Adobe Acrobat, Editing, Social Networking, Concur, Team Building, Organizational..., Administration, Recruiting, Office Management, Securities, Public Speaking, Nonprofits, Accounting
Education
Borough of Manhattan Community College 2009 — 2009
Personal Development Courses
Insurance Operations
New York Life Insurance Company October 2010 - March 2013
Currently seeking new opportunities 2013 - 2013
New York Life Insurance Company February 2005 - September 2010
New York Life Inurance Company January 1990 - September 2005
Skills
Life Insurance, Administrative..., Insurance, Microsoft Office, Microsoft Word, Human Resources, Lotus Notes, PowerPoint, Data Entry, Microsoft Excel, Outlook, Training, Coordination, Management, Time Management, Marketing, Employee Benefits, System Administration, Telephone Skills, QuickBooks, Spreadsheets, Calendars, Event Planning, Employee Relations, Financial Services, Teamwork, Leadership, Software Documentation, Analysis, Executive Support, Travel Arrangements, Dictaphone, Fundraising, Calendaring, Customer Service, Budgets, Visio, Adobe Acrobat, Editing, Social Networking, Concur, Team Building, Organizational..., Administration, Recruiting, Office Management, Securities, Public Speaking, Nonprofits, Accounting
Education
Borough of Manhattan Community College 2009 — 2009
Personal Development Courses
Insurance Operations
David Lavoie's New York Life Insurance Company Experience June 2011 - August 2011
Job Risk Assurance Experienced Associate at PricewaterhouseCoopers, LLP
Industry Accounting
Experience
New York Life Insurance Company June 2011 - August 2011
ING June 2010 - August 2010
Sasha Rhett, LLC January 2010 - May 2010
Skills
Accounting, Internal Controls, SAP, Account Reconciliation
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Accounting
New York Life Insurance Company June 2011 - August 2011
ING June 2010 - August 2010
Sasha Rhett, LLC January 2010 - May 2010
Skills
Accounting, Internal Controls, SAP, Account Reconciliation
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Daniel Frake Daniel Frake's New York Life Insurance Company Experience June 2006 - July 2007
Job Teacher at UDASD & Coach at Bucknell University
Industry Accounting
Experience
Bucknell University August 2013 - Present
Upper Dauphin Area School District August 2012 - Present
Upper Dauphin Area School District December 2011 - July 2012
Harrisburg Area Community College January 2011 - December 2011
Upper Dauphin Area School District August 2008 - December 2011
Upper Dauphin Area School District August 2008 - December 2011
New York Life Insurance Company June 2006 - July 2007
Skills
Coaching, Teaching, Financial Planning, Government Accounting, Public Speaking, Excel, PowerPoint, Microsoft Office, Accounting
Education
Wilkes University 2010 — 2012
M.S., School Business Leadership
Bloomsburg University of Pennsylvania 2007 — 2009
M.Ed., Business Education and Office Information Systems
Bucknell University 2002 — 2006
BA, Economics
Bucknell University 2002 — 2006
BSBA, Accounting
Bucknell University August 2013 - Present
Upper Dauphin Area School District August 2012 - Present
Upper Dauphin Area School District December 2011 - July 2012
Harrisburg Area Community College January 2011 - December 2011
Upper Dauphin Area School District August 2008 - December 2011
Upper Dauphin Area School District August 2008 - December 2011
New York Life Insurance Company June 2006 - July 2007
Skills
Coaching, Teaching, Financial Planning, Government Accounting, Public Speaking, Excel, PowerPoint, Microsoft Office, Accounting
Education
Wilkes University 2010 — 2012
M.S., School Business Leadership
Bloomsburg University of Pennsylvania 2007 — 2009
M.Ed., Business Education and Office Information Systems
Bucknell University 2002 — 2006
BA, Economics
Bucknell University 2002 — 2006
BSBA, Accounting
Michael R Zunino, CRC, RICP's New York Life Insurance Company Experience April 2013 - Present
Job Investment Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company May 2012 - April 2013
New York Life Insurance Company July 2010 - May 2012
Vanguard May 2007 - July 2010
Skills
Series 7, Series 66, Series 6, Series 63, Life and Health..., Certified Retirement..., Retirement Income..., Retirement Plan..., Retirement Planning, Qualified Retirement..., Investment Strategies, 401k Rollovers, Mutual Funds, ETFs, Investments, IRAs, Roth IRA, Fixed Annuities, Variable Annuities, Annuity Sales, Rollovers, Strategic Sales Plans, 401k, Retirement, Financial Planning
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BS, Finance
Allentown Central Catholic High School 1999 — 2003
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company May 2012 - April 2013
New York Life Insurance Company July 2010 - May 2012
Vanguard May 2007 - July 2010
Skills
Series 7, Series 66, Series 6, Series 63, Life and Health..., Certified Retirement..., Retirement Income..., Retirement Plan..., Retirement Planning, Qualified Retirement..., Investment Strategies, 401k Rollovers, Mutual Funds, ETFs, Investments, IRAs, Roth IRA, Fixed Annuities, Variable Annuities, Annuity Sales, Rollovers, Strategic Sales Plans, 401k, Retirement, Financial Planning
Education
Bloomsburg University of Pennsylvania 2003 — 2007
BS, Finance
Allentown Central Catholic High School 1999 — 2003
Oxilus Bolina Oxilus Bolina's New York Life Insurance Company Experience 2013 - Present
Job Financial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Life Insurance, Series 7, Investments, Series 63, IRAs, Wealth Management, Estate Planning, Insurance, Long-term Care
Education
City University of New York City College 2010 — 2014
Applied Mathematics
Borough of Manhattan Community College 2010 — 2012
Mathematics
New York Life Insurance Company 2013 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Life Insurance, Series 7, Investments, Series 63, IRAs, Wealth Management, Estate Planning, Insurance, Long-term Care
Education
City University of New York City College 2010 — 2014
Applied Mathematics
Borough of Manhattan Community College 2010 — 2012
Mathematics
Damian Grozier's New York Life Insurance Company Experience June 2011 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
Universal Power Development August 2008 - April 2011
Citigroup 2006 - 2008
Citi Home Equity 2003 - 2008
Citi 2003 - 2007
Skills
Management, Leadership, Securities, Retirement Planning, Finance, Sales, Fixed Annuities, Customer Service, Retirement, Life Insurance, Small Business, Estate Planning, Selling, Team Building, Series 63, Series 6, 401k, IRAs
Education
Boston College 1983 — 1987
Bachelor of Arts, Communications
St Sebastians School 1976 — 1983
New York Life Insurance Company June 2011 - Present
Universal Power Development August 2008 - April 2011
Citigroup 2006 - 2008
Citi Home Equity 2003 - 2008
Citi 2003 - 2007
Skills
Management, Leadership, Securities, Retirement Planning, Finance, Sales, Fixed Annuities, Customer Service, Retirement, Life Insurance, Small Business, Estate Planning, Selling, Team Building, Series 63, Series 6, 401k, IRAs
Education
Boston College 1983 — 1987
Bachelor of Arts, Communications
St Sebastians School 1976 — 1983
Lisa Burger Lisa Burger's New York Life Insurance Company Experience 2005 - 2007
Job Underwriting Director at Legal & General
Industry Insurance
Experience
Legal & General May 2012 - Present
MetLife 2007 - May 2012
New York Life Insurance Company 2005 - 2007
Nationwide Insurance 2003 - 2005
Great American Financial Resources 2001 - 2003
The Midland Life Insurance Co 1993 - 2001
Skills
Life Insurance, Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Reinsurance
Education
Black Hills State University 1990 — 1991
BS, Business Administration and Psychology
The Ohio State University 1986 — 1989
Business Administration
Academy of Life Underwriting
FALU
Life Office Management Association
FLMI
The American College
CLU
Legal & General May 2012 - Present
MetLife 2007 - May 2012
New York Life Insurance Company 2005 - 2007
Nationwide Insurance 2003 - 2005
Great American Financial Resources 2001 - 2003
The Midland Life Insurance Co 1993 - 2001
Skills
Life Insurance, Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Reinsurance
Education
Black Hills State University 1990 — 1991
BS, Business Administration and Psychology
The Ohio State University 1986 — 1989
Business Administration
Academy of Life Underwriting
FALU
Life Office Management Association
FLMI
The American College
CLU
Steve Odierno Steve Odierno's New York Life Insurance Company Experience August 2010 - January 2012
Job Client Development Specialist for FX & FI at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters March 2012 - Present
AlphaSights July 2014 - Present
St. Thomas Aquinas College September 2013 - Present
New York Life Insurance Company August 2010 - January 2012
Domus Mortgage Services, Inc. March 2004 - July 2010
The MoneyPlace, LLC April 2003 - March 2004
Carteret Mortgage April 2002 - April 2003
American Dream Mortgage Bankers, Inc. September 1999 - April 2002
Polo Ralph Lauren June 1998 - August 1999
Skills
Foreign Exchange, Foreign Currency..., Currency Futures, New Business Development, Insurance, Sales Management, Team Building, Mortgage Lending, Business Management, Small Business, Entrepreneurial..., Team Leadership, Team Management, Credit Analysis, Salesforce.com, Entrepreneurship, CRM, Distance Learning, Trading Systems, Banking, Leadership, Training, Sales, Management, Finance, Start-ups, Sales Process, Business Development, Lead Generation, Selling, Marketing, Business Planning, Account Management, Financial Services, Process Improvement, Sales Operations, Solution Selling, Marketing Strategy, Program Management, Forecasting, Investments, Enterprise Software, B2B, Strategy, Customer Service, Consulting, Relationship Management, Negotiation, Microsoft Office, Business Analysis
Education
Fordham University 1997 — 1998
MA, Public Communications
Boston College 1993 — 1997
BA, English, Communications
St. Joseph Regional High School 1989 — 1993
High School Diploma
St. Anthony 1980 — 1989
Elementary School Diploma
Thomson Reuters March 2012 - Present
AlphaSights July 2014 - Present
St. Thomas Aquinas College September 2013 - Present
New York Life Insurance Company August 2010 - January 2012
Domus Mortgage Services, Inc. March 2004 - July 2010
The MoneyPlace, LLC April 2003 - March 2004
Carteret Mortgage April 2002 - April 2003
American Dream Mortgage Bankers, Inc. September 1999 - April 2002
Polo Ralph Lauren June 1998 - August 1999
Skills
Foreign Exchange, Foreign Currency..., Currency Futures, New Business Development, Insurance, Sales Management, Team Building, Mortgage Lending, Business Management, Small Business, Entrepreneurial..., Team Leadership, Team Management, Credit Analysis, Salesforce.com, Entrepreneurship, CRM, Distance Learning, Trading Systems, Banking, Leadership, Training, Sales, Management, Finance, Start-ups, Sales Process, Business Development, Lead Generation, Selling, Marketing, Business Planning, Account Management, Financial Services, Process Improvement, Sales Operations, Solution Selling, Marketing Strategy, Program Management, Forecasting, Investments, Enterprise Software, B2B, Strategy, Customer Service, Consulting, Relationship Management, Negotiation, Microsoft Office, Business Analysis
Education
Fordham University 1997 — 1998
MA, Public Communications
Boston College 1993 — 1997
BA, English, Communications
St. Joseph Regional High School 1989 — 1993
High School Diploma
St. Anthony 1980 — 1989
Elementary School Diploma
James Waddel James Waddel's New York Life Insurance Company Experience 2013 - 2015
Job SVP Capitas Financial Boise,Idaho
Industry Insurance
Experience
New York Life Insurance Company 2013 - 2015
Swire Coca Cola, USA April 2009 - April 2013
Skills
Customer Service, New Business Development, Sales, Sales Management, Strategic Planning, Team Building, Management, Marketing, Marketing Strategy, Leadership, Public Speaking, Public Relations, Social Media Marketing, Account Management
Education
Boise State University 1988 — 1993
New York Life Insurance Company 2013 - 2015
Swire Coca Cola, USA April 2009 - April 2013
Skills
Customer Service, New Business Development, Sales, Sales Management, Strategic Planning, Team Building, Management, Marketing, Marketing Strategy, Leadership, Public Speaking, Public Relations, Social Media Marketing, Account Management
Education
Boise State University 1988 — 1993
Kareen Griffith's New York Life Insurance Company Experience January 2014 - Present
Job Sales
Industry Environmental Services
Experience
New York Life Insurance Company January 2014 - Present
Sales Focus Inc. July 2013 - October 2013
Staples Business Advantage January 2006 - August 2012
Staples Business Advantage July 1993 - July 2012
Staples Business Advantage December 1999 - December 2006
Staples Business Advantage July 1993 - July 1997
Skills
Pricing, Relationship Management, Customer Service, Account Management, Outlook, Direct Sales, Microsoft Excel, Time Management, Sales Management, New Business Development, B2B, Major Accounts, Sales, CRM, Cold Calling, Salesforce.com, Selling, Key Account Management, Team Building, Solution Selling, Lead Generation, Customer Retention, Customer Satisfaction, Sales Operations, Contract Negotiation, Building Relationships, Purchasing, Sales Presentations, Sales Process, Management, Marketing Strategy, Leadership, Business Development, Training, Managed Print Services, Retail, Negotiation, Coaching, Team Leadership, Process Improvement, Strategic Planning, Budgets
Education
Keiser College 2003 — 2004
Business Administration and Management, General
Borough of Manhattan Community College 1983 — 1986
AS, Business Administration
New York Life Insurance Company January 2014 - Present
Sales Focus Inc. July 2013 - October 2013
Staples Business Advantage January 2006 - August 2012
Staples Business Advantage July 1993 - July 2012
Staples Business Advantage December 1999 - December 2006
Staples Business Advantage July 1993 - July 1997
Skills
Pricing, Relationship Management, Customer Service, Account Management, Outlook, Direct Sales, Microsoft Excel, Time Management, Sales Management, New Business Development, B2B, Major Accounts, Sales, CRM, Cold Calling, Salesforce.com, Selling, Key Account Management, Team Building, Solution Selling, Lead Generation, Customer Retention, Customer Satisfaction, Sales Operations, Contract Negotiation, Building Relationships, Purchasing, Sales Presentations, Sales Process, Management, Marketing Strategy, Leadership, Business Development, Training, Managed Print Services, Retail, Negotiation, Coaching, Team Leadership, Process Improvement, Strategic Planning, Budgets
Education
Keiser College 2003 — 2004
Business Administration and Management, General
Borough of Manhattan Community College 1983 — 1986
AS, Business Administration
Joseph A Everett's New York Life Insurance Company Experience September 2012 - August 2013
Job Business Intelligence Consultant
Industry Information Technology and Services
Experience
InterWorks, Inc August 2013 - Present
New York Life Insurance Company September 2012 - August 2013
New York Life Insurance Company June 2009 - October 2012
New York Life Insurance Company May 2004 - June 2009
New York Life Insurance Company June 2002 - March 2004
DelloRusso LaserVision / New Jersey Eye Center March 2000 - June 2002
Satuit Technologies 1998 - 2000
Skills
A+, Security+, Network+, MCSA, Windows, MCSE, Project Management, Java, C# 4.0, SQL, PL/SQL, Disaster Recovery, SDLC, Security, Active Directory, IT Management, VMware, IIS, System Administration, Network Security, Databases, Windows Server, Requirements Analysis, Information Security, Business Continuity, Networking, Lotus Notes, Software Project..., Microsoft Office..., SharePoint, Visio, CISSP, Microsoft SQL Server, Business Analysis, Troubleshooting, Enterprise Architecture, ITIL, Information Technology, System Deployment, Vendor Management, Tableau, Microsoft Certified..., Business Intelligence
Education
Pace University 2008 — 2010
MS, Computer Science
Boston College 1996 — 2000
BA, Social Science
InterWorks, Inc August 2013 - Present
New York Life Insurance Company September 2012 - August 2013
New York Life Insurance Company June 2009 - October 2012
New York Life Insurance Company May 2004 - June 2009
New York Life Insurance Company June 2002 - March 2004
DelloRusso LaserVision / New Jersey Eye Center March 2000 - June 2002
Satuit Technologies 1998 - 2000
Skills
A+, Security+, Network+, MCSA, Windows, MCSE, Project Management, Java, C# 4.0, SQL, PL/SQL, Disaster Recovery, SDLC, Security, Active Directory, IT Management, VMware, IIS, System Administration, Network Security, Databases, Windows Server, Requirements Analysis, Information Security, Business Continuity, Networking, Lotus Notes, Software Project..., Microsoft Office..., SharePoint, Visio, CISSP, Microsoft SQL Server, Business Analysis, Troubleshooting, Enterprise Architecture, ITIL, Information Technology, System Deployment, Vendor Management, Tableau, Microsoft Certified..., Business Intelligence
Education
Pace University 2008 — 2010
MS, Computer Science
Boston College 1996 — 2000
BA, Social Science
Ariana Castillo Ariana Castillo's New York Life Insurance Company Experience September 2008 - 2015
Job Senior Contract Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2008 - 2015
David Burke Townhouse September 2006 - September 2008
Bad Boy Entertainment January 2008 - May 2008
United Nations October 1999 - June 2000
Skills
Multi Tasking, Analytics, Cultural Awareness, Lotus Notes, Problem Solving, Microsoft Office, Foreign Languages, Life Insurance, Insurance Law, Term Life Insurance, Compliance, Document Drafting, Teamwork, Liaison, Stock Trading, Spanish, Social Networking, Customer Service, Microsoft Excel, PowerPoint, Time Management, Social Media, German, Translation
Education
City University of New York- Herbert H. Lehman College 2012 — 2014
Master of Science (MS), Finance, General
City University of New York-Herbert H. Lehman College 2005 — 2008
BBA, Finance and Marketing
Borough of Manhattan Community College 2000 — 2004
Associate's degree, Human Services, General
New York Life Insurance Company September 2008 - 2015
David Burke Townhouse September 2006 - September 2008
Bad Boy Entertainment January 2008 - May 2008
United Nations October 1999 - June 2000
Skills
Multi Tasking, Analytics, Cultural Awareness, Lotus Notes, Problem Solving, Microsoft Office, Foreign Languages, Life Insurance, Insurance Law, Term Life Insurance, Compliance, Document Drafting, Teamwork, Liaison, Stock Trading, Spanish, Social Networking, Customer Service, Microsoft Excel, PowerPoint, Time Management, Social Media, German, Translation
Education
City University of New York- Herbert H. Lehman College 2012 — 2014
Master of Science (MS), Finance, General
City University of New York-Herbert H. Lehman College 2005 — 2008
BBA, Finance and Marketing
Borough of Manhattan Community College 2000 — 2004
Associate's degree, Human Services, General
Christopher M. Smith Christopher M. Smith's New York Life Insurance Company Experience June 2012 - November 2012
Job Assistant golf professional
Industry Consumer Goods
Experience
Champions Trace Golf Club June 2013 - Present
Amazon May 2013 - Present
New York Life Insurance Company June 2012 - November 2012
Copper Hill Country Club April 2008 - November 2011
OAK HILL GOLF CLUB April 2007 - April 2008
PALM-AIRE GOLF AND RESORT November 2006 - April 2007
THE ARCHITECTS GOLF CLUB March 2005 - November 2006
Skills
Insurance, Strategic Planning, Microsoft Office
Education
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor of Arts, Political Science
Hagerstown Community College 1999 — 2000
Associate, General Studies
Bucknell University 1998 — 1999
Biology and Mechanical Engineering
Champions Trace Golf Club June 2013 - Present
Amazon May 2013 - Present
New York Life Insurance Company June 2012 - November 2012
Copper Hill Country Club April 2008 - November 2011
OAK HILL GOLF CLUB April 2007 - April 2008
PALM-AIRE GOLF AND RESORT November 2006 - April 2007
THE ARCHITECTS GOLF CLUB March 2005 - November 2006
Skills
Insurance, Strategic Planning, Microsoft Office
Education
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor of Arts, Political Science
Hagerstown Community College 1999 — 2000
Associate, General Studies
Bucknell University 1998 — 1999
Biology and Mechanical Engineering
Chad Himmelspach Chad Himmelspach's New York Life Insurance Company Experience May 2011 - Present
Job Insurance Professional/Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2011 - Present
Best Buy May 2010 - June 2011
Skills
Life Insurance, Fixed Annuities, Health Insurance, 401k, Retirement Planning, Asset Protection, Disability Insurance, Insurance Planning, Employee Benefits, Estate Conservation, College Funding..., Mortgage Protection, Tax Reduction Strategies, Guaranteed Lifetime..., Charitable Giving, Buy-Sell Funding, Deferred Compensation, Executive Bonus, Key Person Insurance, Voluntary Payroll..., Pensions
Education
Bismarck State College
Certified Internet Webmaster
Mandan High School
New York Life Insurance Company May 2011 - Present
Best Buy May 2010 - June 2011
Skills
Life Insurance, Fixed Annuities, Health Insurance, 401k, Retirement Planning, Asset Protection, Disability Insurance, Insurance Planning, Employee Benefits, Estate Conservation, College Funding..., Mortgage Protection, Tax Reduction Strategies, Guaranteed Lifetime..., Charitable Giving, Buy-Sell Funding, Deferred Compensation, Executive Bonus, Key Person Insurance, Voluntary Payroll..., Pensions
Education
Bismarck State College
Certified Internet Webmaster
Mandan High School
Christopher Barragan Christopher Barragan's New York Life Insurance Company Experience May 2012 - October 2014
Job Client Service Representative at Harvest Dental Products
Industry Financial Services
Experience
Harvest Dental Products October 2014 - Present
New York Life Insurance Company May 2012 - October 2014
OneWest Bank December 2005 - April 2012
Skills
Sales, Team Building, Training, Insurance, Customer Service, Retirement Planning
Education
Biola University 2009 — 2014
Bachelor of Arts (B.A.), History
Harvest Dental Products October 2014 - Present
New York Life Insurance Company May 2012 - October 2014
OneWest Bank December 2005 - April 2012
Skills
Sales, Team Building, Training, Insurance, Customer Service, Retirement Planning
Education
Biola University 2009 — 2014
Bachelor of Arts (B.A.), History
Eric Chu Eric Chu's New York Life Insurance Company Experience September 2002 - December 2003
Job Senior Vice President, Operational Risk Global Consumer
Industry Financial Services
Experience
Citi April 2015 - Present
Citi April 2012 - April 2015
J.P. Morgan November 2007 - April 2012
J.P. Morgan January 2004 - November 2007
New York Life Insurance Company September 2002 - December 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Binghamton University - School of Management
BS
Citi April 2015 - Present
Citi April 2012 - April 2015
J.P. Morgan November 2007 - April 2012
J.P. Morgan January 2004 - November 2007
New York Life Insurance Company September 2002 - December 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Binghamton University - School of Management
BS
Cynthia Marx's New York Life Insurance Company Experience December 1991 - November 2006
Job Customer Relationship Management
Industry Information Technology and Services
Experience
MME Consulting Services, LLC January 2010 - Present
Central Arizona Shelter Services August 2012 - August 2012
St. Mary's Food Bank Alliance January 2010 - March 2011
New York Life Insurance Company/Estate Planning Agency November 2006 - October 2008
New York Life Insurance Company December 1991 - November 2006
C.W. Metcalf & Company January 1989 - September 1991
Skills
Microsoft Office, Customer Service, Social Media, Program Management, Microsoft Excel, Marketing, Project Management, Public Speaking, Non-profits, Team Building, Strategic Planning, Management, Social Networking, Fundraising, Sales, Web Design, Policy, User Experience, Plannning, Information Architecture, Philanthropy, Public Relations, Marketing Communications
Education
Boise State University 1980 — 1982
MME Consulting Services, LLC January 2010 - Present
Central Arizona Shelter Services August 2012 - August 2012
St. Mary's Food Bank Alliance January 2010 - March 2011
New York Life Insurance Company/Estate Planning Agency November 2006 - October 2008
New York Life Insurance Company December 1991 - November 2006
C.W. Metcalf & Company January 1989 - September 1991
Skills
Microsoft Office, Customer Service, Social Media, Program Management, Microsoft Excel, Marketing, Project Management, Public Speaking, Non-profits, Team Building, Strategic Planning, Management, Social Networking, Fundraising, Sales, Web Design, Policy, User Experience, Plannning, Information Architecture, Philanthropy, Public Relations, Marketing Communications
Education
Boise State University 1980 — 1982
Jackie Steinberg Jackie Steinberg's New York Life Insurance Company Experience August 2015 - Present
Job Senior Associate in Business Planning at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company August 2015 - Present
Kaila's Way Foundation July 2013 - Present
Israel & Co. October 2014 - July 2015
Mercer Investments April 2013 - August 2014
Mercer Investments November 2010 - March 2013
Tikkun Olam in Tel Aviv-Jaffa September 2009 - June 2010
Sovereign Bank January 2008 - June 2008
CheckFree Investment Services January 2007 - September 2007
Upstream Technologies LLC January 2007 - September 2007
TJX June 2006 - September 2006
Skills
Investments, Project Management, Manage Client..., Study Abroad Programs, Compliance, Organizing, PowerPoint, Pensions, Legal Documents, Client Liaison, Foundations, Portfolio Management, Social Networking, Event Planning, Defined Benefit, Client Services, Legal Writing, Client Communications, Sustainability, Problem Solving, International Business, Multicultural, Political Affairs, Excel, Team Leadership, Idea Generation, Multitasker, Client Relationship..., Negotiation, Middle East, Warehouse Management, Union Environment, Microsoft Excel, Quickbooks, Green Economy, Defined Contribution, Israeli, Greater China, Israeli-Palestinian..., Financial Analysis, Bloomberg Terminal, Diversity, Strategy, Leadership, Entrepreneurship, Investment Management, Management, Microsoft Office, Finance, Research
Education
Northeastern University 2005 — 2009
Graduated magna cum laude with a Bachelor of Science in Business Administration, Dual Concentration: Management; Entrepreneurship & Small Venture Management
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (M.B.A.), International Management; Environmental Management
Bond University 2008 — 2008
Study Abroad
New York Life Insurance Company August 2015 - Present
Kaila's Way Foundation July 2013 - Present
Israel & Co. October 2014 - July 2015
Mercer Investments April 2013 - August 2014
Mercer Investments November 2010 - March 2013
Tikkun Olam in Tel Aviv-Jaffa September 2009 - June 2010
Sovereign Bank January 2008 - June 2008
CheckFree Investment Services January 2007 - September 2007
Upstream Technologies LLC January 2007 - September 2007
TJX June 2006 - September 2006
Skills
Investments, Project Management, Manage Client..., Study Abroad Programs, Compliance, Organizing, PowerPoint, Pensions, Legal Documents, Client Liaison, Foundations, Portfolio Management, Social Networking, Event Planning, Defined Benefit, Client Services, Legal Writing, Client Communications, Sustainability, Problem Solving, International Business, Multicultural, Political Affairs, Excel, Team Leadership, Idea Generation, Multitasker, Client Relationship..., Negotiation, Middle East, Warehouse Management, Union Environment, Microsoft Excel, Quickbooks, Green Economy, Defined Contribution, Israeli, Greater China, Israeli-Palestinian..., Financial Analysis, Bloomberg Terminal, Diversity, Strategy, Leadership, Entrepreneurship, Investment Management, Management, Microsoft Office, Finance, Research
Education
Northeastern University 2005 — 2009
Graduated magna cum laude with a Bachelor of Science in Business Administration, Dual Concentration: Management; Entrepreneurship & Small Venture Management
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (M.B.A.), International Management; Environmental Management
Bond University 2008 — 2008
Study Abroad
Neil K Narayan's New York Life Insurance Company Experience June 2011 - June 2011
Job Sales Representative at Xtel Wireless Corp.
Industry Primary/Secondary Education
Experience
Xtel Wireless Corp. April 2014 - Present
New York City Police Department Law Enforcement Exploring November 2012 - June 2014
MOUSE Squad October 2010 - June 2014
MOUSE November 2010 - January 2014
Time Inc. July 2013 - August 2013
Citi July 2012 - August 2012
HIVE March 2011 - June 2012
Hackasaurus December 2011 - May 2012
Tekserve July 2011 - August 2011
New York Life Insurance Company June 2011 - June 2011
Skills
Public Speaking, Leadership, Windows, Community Outreach, Customer Service, Retail Sales, Blogging, Nonprofits, HTML
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Science (AS), Criminal Justice/Police Science
Hudson High School of Learning Technologies 2010 — 2014
High School Diploma, Information Technology
Xtel Wireless Corp. April 2014 - Present
New York City Police Department Law Enforcement Exploring November 2012 - June 2014
MOUSE Squad October 2010 - June 2014
MOUSE November 2010 - January 2014
Time Inc. July 2013 - August 2013
Citi July 2012 - August 2012
HIVE March 2011 - June 2012
Hackasaurus December 2011 - May 2012
Tekserve July 2011 - August 2011
New York Life Insurance Company June 2011 - June 2011
Skills
Public Speaking, Leadership, Windows, Community Outreach, Customer Service, Retail Sales, Blogging, Nonprofits, HTML
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Science (AS), Criminal Justice/Police Science
Hudson High School of Learning Technologies 2010 — 2014
High School Diploma, Information Technology
Michael Pisani Michael Pisani's New York Life Insurance Company Experience 1972 - 1992
Job Vice President at The Donnelly Group
Industry International Affairs
Experience
The Donnelly Group January 2011 - Present
International Section of New York State Bar Association January 2009 - Present
New York State Bar Association 1990 - 2012
Prudential Douglas Elliman September 2004 - January 2011
Bryan Gonzalez Vargas & Gonzalez Baz September 2006 - February 2009
Reliance National Insurance Company September 1998 - September 2004
New York Life International Company, Inc. 1992 - 1998
New York Life Insurance Company 1972 - 1992
New York County District Attorney's Office 1968 - 1972
Skills
Real Estate, Licensing, Litigation, Corporate Law, Intellectual Property, Dispute Resolution, Arbitration, Commercial Litigation, Contract Negotiation, Mergers, Legal Research, International Law, Mergers & Acquisitions, Corporate Governance, Securities, Privacy Law, Alternative Dispute..., Joint Ventures, Securities Regulation
Education
New York University School of Law 1965 — 1968
JD, Law
Boston College 1961 — 1965
BA, English major; Political Science minor
Regis High School 1957 — 1961
Diploma, Classical studies
The Donnelly Group January 2011 - Present
International Section of New York State Bar Association January 2009 - Present
New York State Bar Association 1990 - 2012
Prudential Douglas Elliman September 2004 - January 2011
Bryan Gonzalez Vargas & Gonzalez Baz September 2006 - February 2009
Reliance National Insurance Company September 1998 - September 2004
New York Life International Company, Inc. 1992 - 1998
New York Life Insurance Company 1972 - 1992
New York County District Attorney's Office 1968 - 1972
Skills
Real Estate, Licensing, Litigation, Corporate Law, Intellectual Property, Dispute Resolution, Arbitration, Commercial Litigation, Contract Negotiation, Mergers, Legal Research, International Law, Mergers & Acquisitions, Corporate Governance, Securities, Privacy Law, Alternative Dispute..., Joint Ventures, Securities Regulation
Education
New York University School of Law 1965 — 1968
JD, Law
Boston College 1961 — 1965
BA, English major; Political Science minor
Regis High School 1957 — 1961
Diploma, Classical studies
Brent Petersen's New York Life Insurance Company Experience January 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
Micron Technology June 1986 - February 2009
Skills
401k Rollovers, Lifetime Income..., Retirement Planning, Financial Services, Licensed in Long-term..., Life Insurance..., Permanent Life Insurance, Investments, Education Funding..., Wealth Transfer..., Retirement, Life Insurance, Leadership, Securities, Finance
Education
Boise State University 2004 — 2011
BS Finance, Finance
New York Life Insurance Company January 2010 - Present
Micron Technology June 1986 - February 2009
Skills
401k Rollovers, Lifetime Income..., Retirement Planning, Financial Services, Licensed in Long-term..., Life Insurance..., Permanent Life Insurance, Investments, Education Funding..., Wealth Transfer..., Retirement, Life Insurance, Leadership, Securities, Finance
Education
Boise State University 2004 — 2011
BS Finance, Finance
Tanner Lewis, CPA, CISA, CGMA's New York Life Insurance Company Experience September 2015 - Present
Job Corporate Vice President, Corporate Finance at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company October 2014 - August 2015
New York Life Insurance Company March 2014 - September 2014
New York Life Insurance Company August 2011 - February 2014
KPMG Advisory September 2008 - July 2011
Skills
Internal Controls, General Ledger, Process Improvement, Internal Audit, Accounting, Change Management, Sarbanes-Oxley Act, Fraud Detection, Auditing, Financial Reporting, Risk Management, Financial Accounting, Financial Analysis, External Audit
Education
Binghamton University - School of Management
Bachelors, Accounting
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company October 2014 - August 2015
New York Life Insurance Company March 2014 - September 2014
New York Life Insurance Company August 2011 - February 2014
KPMG Advisory September 2008 - July 2011
Skills
Internal Controls, General Ledger, Process Improvement, Internal Audit, Accounting, Change Management, Sarbanes-Oxley Act, Fraud Detection, Auditing, Financial Reporting, Risk Management, Financial Accounting, Financial Analysis, External Audit
Education
Binghamton University - School of Management
Bachelors, Accounting
Donna Vieth's New York Life Insurance Company Experience 1991 - 1995
Job CQT Consultant at Maetrics, LLC
Industry Medical Devices
Experience
Maetrics, LLC December 2011 - Present
Vieth Consulting December 2010 - Present
MicroCHIPS June 2007 - December 2010
Boston Scientific June 2005 - February 2007
Hospira, Inc. (formerly a division of Abbott Labs) May 2003 - June 2005
Abbott Laboratories 1998 - May 2003
Abbott Laboratories February 2001 - November 2001
Abbott Laboratories April 1998 - February 2001
Abbott Laboratories May 1996 - April 1998
New York Life Insurance Company 1991 - 1995
Skills
Technical Writing, Instructional Design, Auditing, Procedure Development, GMP, Training & Development, Work Instructions, InDesign, Visio, ISO 13485, 21 CFR Part 11, Documentation, Software Documentation, CAPA, Employee Training, Cross-functional Team..., Medical Devices, Quality Assurance, Quality System, Validation, Process Improvement, Sop, Manufacturing, R&D, FDA
Education
ISO 13485 Lead Auditor Certificate 2011 — 2011
Boise State University 2003 — 2005
MS, Instructional and Performance Technology
University of Maryland University College 1998 — 2001
BS Communication Studies, Business and Technical Communications
Grossmont College 1990 — 1996
N/A, Multimedia & Computer Science
Maetrics, LLC December 2011 - Present
Vieth Consulting December 2010 - Present
MicroCHIPS June 2007 - December 2010
Boston Scientific June 2005 - February 2007
Hospira, Inc. (formerly a division of Abbott Labs) May 2003 - June 2005
Abbott Laboratories 1998 - May 2003
Abbott Laboratories February 2001 - November 2001
Abbott Laboratories April 1998 - February 2001
Abbott Laboratories May 1996 - April 1998
New York Life Insurance Company 1991 - 1995
Skills
Technical Writing, Instructional Design, Auditing, Procedure Development, GMP, Training & Development, Work Instructions, InDesign, Visio, ISO 13485, 21 CFR Part 11, Documentation, Software Documentation, CAPA, Employee Training, Cross-functional Team..., Medical Devices, Quality Assurance, Quality System, Validation, Process Improvement, Sop, Manufacturing, R&D, FDA
Education
ISO 13485 Lead Auditor Certificate 2011 — 2011
Boise State University 2003 — 2005
MS, Instructional and Performance Technology
University of Maryland University College 1998 — 2001
BS Communication Studies, Business and Technical Communications
Grossmont College 1990 — 1996
N/A, Multimedia & Computer Science
Alayna Ellis Alayna Ellis's New York Life Insurance Company Experience September 2006 - September 2011
Job Sales Manager
Industry Insurance
Experience
Bankers Life March 2014 - Present
New York Life March 2009 - September 2011
New York Life Insurance Company September 2006 - September 2011
New York Life Insurance 2006 - 2009
Education
Boise State University 2000 — 2005
BBA, Finance
Bankers Life March 2014 - Present
New York Life March 2009 - September 2011
New York Life Insurance Company September 2006 - September 2011
New York Life Insurance 2006 - 2009
Education
Boise State University 2000 — 2005
BBA, Finance
Adam Good's New York Life Insurance Company Experience January 2011 - July 2013
Job Custom Fine Furniture and Cabinets
Industry Furniture
Experience
Good Woodworks August 2014 - Present
Pacific Capital Resource Group August 2013 - August 2014
New York Life Insurance Company January 2011 - July 2013
College Pro January 2009 - December 2010
Bogus Basin Ski Resort October 2008 - February 2009
Dome Construction February 2008 - October 2008
Makin woodworks April 2002 - June 2007
Creekside steakhouse, LLC January 1999 - April 2002
Skills
Team Building, Business Planning, Customer Service, Leadership, Marketing
Education
Boise State University 2004 — 2007
BBA, Business and Finance
College of Southern Idaho 2002 — 2004
AA, General
Good Woodworks August 2014 - Present
Pacific Capital Resource Group August 2013 - August 2014
New York Life Insurance Company January 2011 - July 2013
College Pro January 2009 - December 2010
Bogus Basin Ski Resort October 2008 - February 2009
Dome Construction February 2008 - October 2008
Makin woodworks April 2002 - June 2007
Creekside steakhouse, LLC January 1999 - April 2002
Skills
Team Building, Business Planning, Customer Service, Leadership, Marketing
Education
Boise State University 2004 — 2007
BBA, Business and Finance
College of Southern Idaho 2002 — 2004
AA, General
Daisy Guo's New York Life Insurance Company Experience July 2003 - September 2014
Job Insurance Broker
Industry Financial Services
Experience
Insurance Broker October 2014 - Present
New York Life Insurance Company July 2003 - September 2014
Skills
Customer Service, Financial Analysis, Investments, Microsoft Office, Leadership
Education
Binghamton University - School of Management 2000 — 2004
Bachelor of Science (BS), Accounting and Business/Management
Insurance Broker October 2014 - Present
New York Life Insurance Company July 2003 - September 2014
Skills
Customer Service, Financial Analysis, Investments, Microsoft Office, Leadership
Education
Binghamton University - School of Management 2000 — 2004
Bachelor of Science (BS), Accounting and Business/Management
Howard Levy, CLU Howard Levy, CLU's New York Life Insurance Company Experience February 2015 - Present
Job Corporate Vice President of Agency Standards at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company May 1988 - Present
New York Life February 1997 - January 2008
New York Life Insurance Company May 1988 - January 1990
Jewish Federation of Greater Philadelphia September 1986 - May 1988
Ochsner Clinic Foundation August 1985 - August 1986
JCC of New Orleans August 1983 - August 1985
Skills
Investments, Securities, Business, Fixed Annuities, Long-term Care, Retirement Planning, Estate Planning, Insurance, Small Business, Strategic Financial..., Retirement, Long Term Care Insurance, Employee Benefits, Life Insurance, Series 7, Series 24, Series 6, Series 63, Leadership, 401k, Business Planning, Management, Mutual Funds
Education
Boston College 1981 — 1983
MSW, Graduate School of Social Work
State University of New York College at Oneonta 1974 — 1978
BA, Psychology
Uniondale High School
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company May 1988 - Present
New York Life February 1997 - January 2008
New York Life Insurance Company May 1988 - January 1990
Jewish Federation of Greater Philadelphia September 1986 - May 1988
Ochsner Clinic Foundation August 1985 - August 1986
JCC of New Orleans August 1983 - August 1985
Skills
Investments, Securities, Business, Fixed Annuities, Long-term Care, Retirement Planning, Estate Planning, Insurance, Small Business, Strategic Financial..., Retirement, Long Term Care Insurance, Employee Benefits, Life Insurance, Series 7, Series 24, Series 6, Series 63, Leadership, 401k, Business Planning, Management, Mutual Funds
Education
Boston College 1981 — 1983
MSW, Graduate School of Social Work
State University of New York College at Oneonta 1974 — 1978
BA, Psychology
Uniondale High School
Rina Gomez's New York Life Insurance Company Experience July 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company May 2014 - Present
Capital One December 2010 - May 2014
Bank of America 2008 - 2010
JPMorgan Chase 2002 - 2008
Skills
Bilingual in Spanish &..., Loans, Consumer Lending, Retail Banking, Credit, Mortgage Lending, Banking, Commercial Lending, Relationship Management, Portfolio Management, Financial Services, Investments, Credit Cards, Lines Of Credit, Cross Selling, Branch Management, Performance Management, Sales, Coaching, Customer Service, Recruiting, Training, Mortgage Banking, Financial Risk, Commercial Banking, Small Business Lending, Loan Origination, Credit Analysis, Risk Management, Credit Risk, Finance, Wealth Management, Leadership, Financial Planning, Management, Branch Banking, Business Development
Education
Borough of Manhattan Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
City University of New York
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company May 2014 - Present
Capital One December 2010 - May 2014
Bank of America 2008 - 2010
JPMorgan Chase 2002 - 2008
Skills
Bilingual in Spanish &..., Loans, Consumer Lending, Retail Banking, Credit, Mortgage Lending, Banking, Commercial Lending, Relationship Management, Portfolio Management, Financial Services, Investments, Credit Cards, Lines Of Credit, Cross Selling, Branch Management, Performance Management, Sales, Coaching, Customer Service, Recruiting, Training, Mortgage Banking, Financial Risk, Commercial Banking, Small Business Lending, Loan Origination, Credit Analysis, Risk Management, Credit Risk, Finance, Wealth Management, Leadership, Financial Planning, Management, Branch Banking, Business Development
Education
Borough of Manhattan Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
City University of New York
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sarah Pogue's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
Heart'n Home Hospice & Palliative Care March 2013 - May 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Healthcare, Outlook, Research, Public Speaking, PowerPoint
Education
Boise State University 2001 — 2003
Dental
New York Life Insurance Company June 2015 - Present
Heart'n Home Hospice & Palliative Care March 2013 - May 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Healthcare, Outlook, Research, Public Speaking, PowerPoint
Education
Boise State University 2001 — 2003
Dental
Denise Blake Greene Denise Blake Greene's New York Life Insurance Company Experience October 2012 - April 2014
Job Executive Director at EAT South
Industry Nonprofit Organization Management
Experience
EAT South April 2014 - Present
New York Life Insurance Company October 2012 - April 2014
Alabama Shakespeare Festival October 2007 - October 2012
Education
Birmingham-Southern College 1992 — 1996
Montgomery Academy
EAT South April 2014 - Present
New York Life Insurance Company October 2012 - April 2014
Alabama Shakespeare Festival October 2007 - October 2012
Education
Birmingham-Southern College 1992 — 1996
Montgomery Academy
Zachary Baron's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Boston College Learning Resources for Student-Athletes September 2012 - May 2015
Skills
People Skills, Microsoft Word, Microsoft Excel, Phone Etiquette, PowerPoint, Marketing
Education
Boston College 2011 — 2015
Bachelor's degree, Finance & Marketing
Christian Brothers Academy 2004 — 2011
High School Diploma, General Education, High School
New York Life Insurance Company June 2015 - Present
Boston College Learning Resources for Student-Athletes September 2012 - May 2015
Skills
People Skills, Microsoft Word, Microsoft Excel, Phone Etiquette, PowerPoint, Marketing
Education
Boston College 2011 — 2015
Bachelor's degree, Finance & Marketing
Christian Brothers Academy 2004 — 2011
High School Diploma, General Education, High School
Nick Camerato, CFA Nick Camerato, CFA's New York Life Insurance Company Experience September 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company April 2011 - September 2013
Ord Minnett December 2009 - March 2010
Lincoln Financial Group June 2008 - August 2009
StudentCity.com September 2007 - June 2008
PKHB CPA June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Research, Bloomberg, Investments, Due Diligence, Economics, Mutual Funds, Valuation, Equities, Portfolio Management, Corporate FP&A
Education
Boston College 2004 — 2008
BS, Finance
UNSW Australia 2006 — 2006
Study Abroad
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company April 2011 - September 2013
Ord Minnett December 2009 - March 2010
Lincoln Financial Group June 2008 - August 2009
StudentCity.com September 2007 - June 2008
PKHB CPA June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Research, Bloomberg, Investments, Due Diligence, Economics, Mutual Funds, Valuation, Equities, Portfolio Management, Corporate FP&A
Education
Boston College 2004 — 2008
BS, Finance
UNSW Australia 2006 — 2006
Study Abroad
Chris Filibeck Chris Filibeck's New York Life Insurance Company Experience October 2009 - Present
Job Financial Services Professional helping clients with custom tailored solutions
Industry Financial Services
Experience
NYLIFE Securities LLC April 2010 - Present
New York Life Insurance Company October 2009 - Present
Bismarck Tribune March 2003 - July 2009
Skills
Insurance, Retirement, Fixed Annuities, Estate Planning, Life Insurance, IRAs, Retirement Planning, Financial Services, Long-term Care, Term Life Insurance, Licensed Life & Health..., Variable Products, Advertising, 401k, Mutual Funds, Disability Insurance, Recruiting, Tax Diversification...
Education
University of Mary 2002 — 2003
Bachelor's degree, Business Administration
Bismarck State College 2000 — 2002
Associate's degree, Business
glen ullin
NYLIFE Securities LLC April 2010 - Present
New York Life Insurance Company October 2009 - Present
Bismarck Tribune March 2003 - July 2009
Skills
Insurance, Retirement, Fixed Annuities, Estate Planning, Life Insurance, IRAs, Retirement Planning, Financial Services, Long-term Care, Term Life Insurance, Licensed Life & Health..., Variable Products, Advertising, 401k, Mutual Funds, Disability Insurance, Recruiting, Tax Diversification...
Education
University of Mary 2002 — 2003
Bachelor's degree, Business Administration
Bismarck State College 2000 — 2002
Associate's degree, Business
glen ullin
Meagan Gregson's New York Life Insurance Company Experience July 2013 - November 2013
Job Customer Service Representative at ITEL Laboratories, Inc.
Industry Insurance
Experience
Prudential Financial September 2015 - Present
ITEL Laboratories, Inc. June 2014 - September 2015
Guild for Exceptional Children December 2013 - May 2014
New York Life Insurance Company July 2013 - November 2013
Progressive Health of PA May 2013 - June 2013
Progressive Health of Pennsylvania May 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Teamwork, Public Speaking
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Communication, General
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Prudential Financial September 2015 - Present
ITEL Laboratories, Inc. June 2014 - September 2015
Guild for Exceptional Children December 2013 - May 2014
New York Life Insurance Company July 2013 - November 2013
Progressive Health of PA May 2013 - June 2013
Progressive Health of Pennsylvania May 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Teamwork, Public Speaking
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Communication, General
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Eric Sewell Eric Sewell's New York Life Insurance Company Experience 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
Education
Bishop State Community College 1992 — 1994
Business Administration and Management, General
New York Life Insurance Company 2015 - Present
Education
Bishop State Community College 1992 — 1994
Business Administration and Management, General
Taylor Haidle's New York Life Insurance Company Experience September 2009 - May 2010
Job Account Representative at QBS Safeguard
Industry Marketing and Advertising
Experience
QBS Safeguard October 2014 - Present
Eddie Bauer June 2011 - October 2014
NOVA Center for the Performing Arts January 2014 - May 2014
Trail's End Ranch May 2012 - August 2012
K&D Properties October 2008 - November 2010
New York Life Insurance Company September 2009 - May 2010
Skills
Creative Writing, Sales, Social Networking, Advertising, Customer Service, Marketing
Education
Montana State University-Billings 2011 — 2014
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Biola University 2010 — 2011
Communication, Journalism, and Related Programs
QBS Safeguard October 2014 - Present
Eddie Bauer June 2011 - October 2014
NOVA Center for the Performing Arts January 2014 - May 2014
Trail's End Ranch May 2012 - August 2012
K&D Properties October 2008 - November 2010
New York Life Insurance Company September 2009 - May 2010
Skills
Creative Writing, Sales, Social Networking, Advertising, Customer Service, Marketing
Education
Montana State University-Billings 2011 — 2014
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Biola University 2010 — 2011
Communication, Journalism, and Related Programs
Travis M. Gerhard Travis M. Gerhard's New York Life Insurance Company Experience June 2009 - Present
Job President and CEO at tmg financial group llc
Industry Financial Services
Experience
NYLIFE Securities LLC (Member FINRA/SIPC,) a licensed insurance company. June 2009 - Present
New York Life Insurance Company June 2009 - Present
tmg financial group llc June 2009 - Present
R.C.Willey Home Furnishings- A Warren Buffett Owned Company April 2000 - May 2009
Idaho Power Company May 1999 - April 2000
Circuit City June 1997 - April 2000
Skills
401 (k) Rollovers, Annuity Sales, Estate Planning, Insurace, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generation..., Multi-Generation Wealth..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Finance, Strategic Financial..., Analysis, Licensed in Long-term..., Sales, Retirement, Insurance, IRAs, Fixed Annuities, Whole Life, Long-term Care, Life Insurance, Term Life Insurance, 401k, Financial Services, Disability Insurance, Long Term Care Insurance, Retirement Planning, 401k Rollovers, Protection..., Wealth Accumulation, Financial Planners, Universal Life, Series 6, Mutual Funds, Series 63, Investments, Wealth Management, Financial Advisory, Mortgage Marketing, Roth IRA, Securities, Asset Allocation, Small Business, Employee Benefits
Education
Boise State University 2000 — 2005
Business, Management, Marketing, and Related Support Services
Bishop Kelly High School 1996 — 1999
NYLIFE Securities LLC (Member FINRA/SIPC,) a licensed insurance company. June 2009 - Present
New York Life Insurance Company June 2009 - Present
tmg financial group llc June 2009 - Present
R.C.Willey Home Furnishings- A Warren Buffett Owned Company April 2000 - May 2009
Idaho Power Company May 1999 - April 2000
Circuit City June 1997 - April 2000
Skills
401 (k) Rollovers, Annuity Sales, Estate Planning, Insurace, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generation..., Multi-Generation Wealth..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Finance, Strategic Financial..., Analysis, Licensed in Long-term..., Sales, Retirement, Insurance, IRAs, Fixed Annuities, Whole Life, Long-term Care, Life Insurance, Term Life Insurance, 401k, Financial Services, Disability Insurance, Long Term Care Insurance, Retirement Planning, 401k Rollovers, Protection..., Wealth Accumulation, Financial Planners, Universal Life, Series 6, Mutual Funds, Series 63, Investments, Wealth Management, Financial Advisory, Mortgage Marketing, Roth IRA, Securities, Asset Allocation, Small Business, Employee Benefits
Education
Boise State University 2000 — 2005
Business, Management, Marketing, and Related Support Services
Bishop Kelly High School 1996 — 1999
Andrea Canko Andrea Canko's New York Life Insurance Company Experience September 2000 - July 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Monroe County School District March 2013 - August 2014
Antrim Staffing May 2011 - May 2012
Walter's Grille August 2005 - December 2008
New York Life Insurance Company September 2000 - July 2005
Education
Boston College 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Pace University
Certificate, Object Oriented Programming
Monroe County School District March 2013 - August 2014
Antrim Staffing May 2011 - May 2012
Walter's Grille August 2005 - December 2008
New York Life Insurance Company September 2000 - July 2005
Education
Boston College 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Pace University
Certificate, Object Oriented Programming
Franklin Allakpo's New York Life Insurance Company Experience August 2012 - Present
Job Dedicated Agent at New York Life helping families in the Greater New York area to leave a legacy
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
Services for the UnderServed March 2005 - 2013
The Center For Family Support August 2009 - March 2011
Jewish Board of Family and Children's Services January 1999 - December 2009
Skills
Building Relationships, Business Networking, Communication, Customer Relations, Direct Sales, Estate Planning, Insurance, Leadership, Legacies, Legacies Planning, Licensed Life Insurance..., Workshop Facilitation, Small Business, Public Speaking, Term Life Insurance, Service Delivery, Sales, Retirement, Protection..., Problem Solving, Multi-Tasking Skills, Networking
Education
Mercy College 2007 — 2009
Master's degree, Psychology
Mercy College
Bachelor of Science (BSc), Psychology
Nassau Community College
Associate's degree
Borough of Manhattan Community College 1997 — 1999
Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company August 2012 - Present
Services for the UnderServed March 2005 - 2013
The Center For Family Support August 2009 - March 2011
Jewish Board of Family and Children's Services January 1999 - December 2009
Skills
Building Relationships, Business Networking, Communication, Customer Relations, Direct Sales, Estate Planning, Insurance, Leadership, Legacies, Legacies Planning, Licensed Life Insurance..., Workshop Facilitation, Small Business, Public Speaking, Term Life Insurance, Service Delivery, Sales, Retirement, Protection..., Problem Solving, Multi-Tasking Skills, Networking
Education
Mercy College 2007 — 2009
Master's degree, Psychology
Mercy College
Bachelor of Science (BSc), Psychology
Nassau Community College
Associate's degree
Borough of Manhattan Community College 1997 — 1999
Liberal Arts and Sciences/Liberal Studies
Jay Rogers's New York Life Insurance Company Experience September 2013 - April 2015
Job Senior Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group April 2015 - Present
New York Life Insurance Company September 2013 - April 2015
New York Life Insurance Company May 2010 - August 2013
Skills
Leadership, Retirement, Investments, Fixed Annuities, Finance, Training, Life Insurance, Financial Analysis, Mutual Funds, Public Speaking, Long Term Care Insurance, Recruiting, Financial Recruiting
Education
Boston College 2008 — 2010
Emmanuel College
Commonwealth Financial Group April 2015 - Present
New York Life Insurance Company September 2013 - April 2015
New York Life Insurance Company May 2010 - August 2013
Skills
Leadership, Retirement, Investments, Fixed Annuities, Finance, Training, Life Insurance, Financial Analysis, Mutual Funds, Public Speaking, Long Term Care Insurance, Recruiting, Financial Recruiting
Education
Boston College 2008 — 2010
Emmanuel College
David Chick David Chick's New York Life Insurance Company Experience September 2007 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2007 - Present
USAF March 2001 - September 2007
Skills
Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Financial Planning, Finance
Education
South Dakota State University 2000 — 2003
Master of Science (MS), Counseling Psychology
Black Hills State University 1986 — 1997
Bachelor of Science (BS), Psychology
New York Life Insurance Company September 2007 - Present
USAF March 2001 - September 2007
Skills
Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Financial Planning, Finance
Education
South Dakota State University 2000 — 2003
Master of Science (MS), Counseling Psychology
Black Hills State University 1986 — 1997
Bachelor of Science (BS), Psychology
Matthew McQueen's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company October 2014 - Present
Image 2000 Inc October 2012 - October 2014
KC Powerclean January 2009 - October 2012
Skills
401(k) Rollovers, Strategic Planning, Investments, Life Insurance, Retirement Planning, Account Management, Project Management, Management, Solution Selling, Personal Finance, Gifting Strategies, Leadership, Education Funding..., Business Development, Asset Protection, Grandchild Gifting, Insurance
Education
Biola University 2004 — 2008
Bachelor of Science, Social Sciences
Biola University 2004 — 2008
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company October 2014 - Present
Image 2000 Inc October 2012 - October 2014
KC Powerclean January 2009 - October 2012
Skills
401(k) Rollovers, Strategic Planning, Investments, Life Insurance, Retirement Planning, Account Management, Project Management, Management, Solution Selling, Personal Finance, Gifting Strategies, Leadership, Education Funding..., Business Development, Asset Protection, Grandchild Gifting, Insurance
Education
Biola University 2004 — 2008
Bachelor of Science, Social Sciences
Biola University 2004 — 2008
Pamela Leung Pamela Leung's New York Life Insurance Company Experience January 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company June 2009 - December 2012
New York Life Insurance Company March 2000 - June 2009
Skills
Insurance, Business Analysis, Risk Management, Fixed Annuities, Life Insurance, Strategic Financial..., Investments, Health Insurance, Financial Services, Securities, Retirement Planning, Retirement, Mutual Funds, Term Life Insurance, SDLC, Disability Insurance, Leadership
Education
Binghamton University - School of Management 1990 — 1994
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company June 2009 - December 2012
New York Life Insurance Company March 2000 - June 2009
Skills
Insurance, Business Analysis, Risk Management, Fixed Annuities, Life Insurance, Strategic Financial..., Investments, Health Insurance, Financial Services, Securities, Retirement Planning, Retirement, Mutual Funds, Term Life Insurance, SDLC, Disability Insurance, Leadership
Education
Binghamton University - School of Management 1990 — 1994
Richard (Dick) Mucci's New York Life Insurance Company Experience October 2007 - March 2012
Job CEO | COO | Board Director | Profit & Revenue Driver | Turnaround Expert | Consultant | Actuary | International | M&A |
Industry Insurance
Experience
Lincoln Financial Group July 2014 - Present
New Vantage Partners August 2013 - Present
Brant Point Consulting, LLC April 2012 - June 2014
New York Life Insurance Company October 2007 - March 2012
The Hartford April 2002 - September 2007
MassMutual Financial Group February 1997 - April 2002
The Paul Revere Insurance Group May 1974 - February 1997
Skills
Insurance, Chief Executive Officer, Chief Operating Office, Senior Executive..., Board Director, Chief Actuary, Full P&L Responsibility, International Business..., Emerging Markets, Actuarial Science, Disability Insurance, Employee Benefits, Life Insurance, Acquisitions, Mergers, Risk Management, Board Audit Committees, Financial Analysis, Strategic Planning, Sales Management, Talent Management, Marketing Strategy, Financial Reporting, Financial Services, Financial Modeling, International Joint..., Asia, Mexico, Insurance Distribution, Career Agency Systems, Brokerage Distribution, Bank Distribution, Direct Insurance Selling, Operations Management, Claims Management, Insurance Compliance, Underwriting, Technology for..., Mergers & Acquisitions, Business, Investments, Strategy, Fixed Annuities, Entrepreneurship, Finance, Leadership, Mutual Funds, Portfolio Management, Reinsurance, Retirement
Education
Boston College 1972 — 1974
MA, Mathematics
Boston College 1968 — 1972
BA, Mathematics
Lincoln Financial Group July 2014 - Present
New Vantage Partners August 2013 - Present
Brant Point Consulting, LLC April 2012 - June 2014
New York Life Insurance Company October 2007 - March 2012
The Hartford April 2002 - September 2007
MassMutual Financial Group February 1997 - April 2002
The Paul Revere Insurance Group May 1974 - February 1997
Skills
Insurance, Chief Executive Officer, Chief Operating Office, Senior Executive..., Board Director, Chief Actuary, Full P&L Responsibility, International Business..., Emerging Markets, Actuarial Science, Disability Insurance, Employee Benefits, Life Insurance, Acquisitions, Mergers, Risk Management, Board Audit Committees, Financial Analysis, Strategic Planning, Sales Management, Talent Management, Marketing Strategy, Financial Reporting, Financial Services, Financial Modeling, International Joint..., Asia, Mexico, Insurance Distribution, Career Agency Systems, Brokerage Distribution, Bank Distribution, Direct Insurance Selling, Operations Management, Claims Management, Insurance Compliance, Underwriting, Technology for..., Mergers & Acquisitions, Business, Investments, Strategy, Fixed Annuities, Entrepreneurship, Finance, Leadership, Mutual Funds, Portfolio Management, Reinsurance, Retirement
Education
Boston College 1972 — 1974
MA, Mathematics
Boston College 1968 — 1972
BA, Mathematics
Stephanie (Lenning) Bethea Stephanie (Lenning) Bethea's New York Life Insurance Company Experience May 2008 - February 2009
Job Sales Director at Alliance Wealth Builders, Inc.
Industry Real Estate
Experience
Alliance Wealth Builders, Inc. January 2014 - Present
Ganz Inc December 2010 - January 2014
Diversified Label Images February 2009 - December 2010
New York Life Insurance Company May 2008 - February 2009
Skills
Sales Operations, Sales, Account Management, Business Development, Real Estate, Real Estate License, Real Estate Transactions, Real Estate Investor, Real Estate Economics, Sales Presentations, Marketing, Leadership, Investment Properties, New Business Development, Selling
Education
Birmingham-Southern College 2004 — 2008
Bachelor of Science, Business Administration; Economics; History
Oak Mountain
Alliance Wealth Builders, Inc. January 2014 - Present
Ganz Inc December 2010 - January 2014
Diversified Label Images February 2009 - December 2010
New York Life Insurance Company May 2008 - February 2009
Skills
Sales Operations, Sales, Account Management, Business Development, Real Estate, Real Estate License, Real Estate Transactions, Real Estate Investor, Real Estate Economics, Sales Presentations, Marketing, Leadership, Investment Properties, New Business Development, Selling
Education
Birmingham-Southern College 2004 — 2008
Bachelor of Science, Business Administration; Economics; History
Oak Mountain
Pat Mizerany Pat Mizerany's New York Life Insurance Company Experience July 2005 - December 2006
Job Finance/Strategy Manager
Industry Hospital & Health Care
Experience
Cigna-HealthSpring May 2015 - Present
Cigna-HealthSpring October 2013 - May 2015
Cigna-HealthSpring October 2012 - September 2013
ExxonMobil June 2011 - October 2012
Comdata May 2010 - August 2010
BB&T Capital Markets January 2007 - August 2009
New York Life Insurance Company July 2005 - December 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Valuation, Microsoft Excel, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance and Accounting
Birmingham-Southern College 2000 — 2005
BS, Business Administration
Cigna-HealthSpring May 2015 - Present
Cigna-HealthSpring October 2013 - May 2015
Cigna-HealthSpring October 2012 - September 2013
ExxonMobil June 2011 - October 2012
Comdata May 2010 - August 2010
BB&T Capital Markets January 2007 - August 2009
New York Life Insurance Company July 2005 - December 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Valuation, Microsoft Excel, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance and Accounting
Birmingham-Southern College 2000 — 2005
BS, Business Administration
Anne Condit Anne Condit's New York Life Insurance Company Experience June 2013 - January 2014
Job Illustrator and Graphic Designer
Industry Fine Art
Experience
danslalunedesigns.com April 2013 - Present
Downtown Storage Huntsville June 2014 - Present
MindGear Labs July 2014 - April 2015
L/E Art Gallery February 2014 - October 2014
New York Life Insurance Company June 2013 - January 2014
Earth Fare - the healthy supermarket March 2013 - June 2013
Whole Foods Market MBK May 2010 - February 2013
The Alabama Poverty Project May 2009 - August 2009
QUAD Literary Magazine September 2008 - August 2009
Skills
Customer Service, Floral Design, Illustration, Adobe Creative Suite, Document Layout, Art, Graphic Design, Layout, Graphics, Illustrator, Creative Writing, Digital Photography, Drawing, Photoshop, Social Media, Fine Art, Blogging
Education
Birmingham-Southern College 2006 — 2010
BFA, Sculpture, Drawing, Leadership Studies
danslalunedesigns.com April 2013 - Present
Downtown Storage Huntsville June 2014 - Present
MindGear Labs July 2014 - April 2015
L/E Art Gallery February 2014 - October 2014
New York Life Insurance Company June 2013 - January 2014
Earth Fare - the healthy supermarket March 2013 - June 2013
Whole Foods Market MBK May 2010 - February 2013
The Alabama Poverty Project May 2009 - August 2009
QUAD Literary Magazine September 2008 - August 2009
Skills
Customer Service, Floral Design, Illustration, Adobe Creative Suite, Document Layout, Art, Graphic Design, Layout, Graphics, Illustrator, Creative Writing, Digital Photography, Drawing, Photoshop, Social Media, Fine Art, Blogging
Education
Birmingham-Southern College 2006 — 2010
BFA, Sculpture, Drawing, Leadership Studies
Chris Donovan Chris Donovan's New York Life Insurance Company Experience June 2012 - July 2014
Job Principal at FloorPros
Industry Construction
Experience
FloorPros September 2014 - Present
Commercial Flooring Sales August 2014 - Present
New York Life Insurance Company June 2012 - July 2014
American Floor-Craft Inc January 2009 - June 2011
Allegheny Contract December 2008 - October 2009
Business Interiors Floorcovering 2007 - 2008
American Floor-Craft Inc. January 2001 - December 2007
Skills
Flooring, Ceramic Tile, Carpet, Stone Setting, Hardwood Flooring, Residential Flooring, Commercial Flooring, Laminate Flooring, Sales Management, Sales Presentations, Finance, Business Owner Planning, Sales, Selling, Project Management, Retirement Planning, College Education..., Long Term Care Insurance, Business Planning, Fixed Annuities, Retirement, Customer Service, Leadership
Education
Boston College 1998 — 2001
BA, Business, Management, Marketing
Whittier College 1996 — 1998
Political Science and Government, Pre Law
Cushing Academy 1994 — 1996
Winchester High School 1991 — 1995
FloorPros September 2014 - Present
Commercial Flooring Sales August 2014 - Present
New York Life Insurance Company June 2012 - July 2014
American Floor-Craft Inc January 2009 - June 2011
Allegheny Contract December 2008 - October 2009
Business Interiors Floorcovering 2007 - 2008
American Floor-Craft Inc. January 2001 - December 2007
Skills
Flooring, Ceramic Tile, Carpet, Stone Setting, Hardwood Flooring, Residential Flooring, Commercial Flooring, Laminate Flooring, Sales Management, Sales Presentations, Finance, Business Owner Planning, Sales, Selling, Project Management, Retirement Planning, College Education..., Long Term Care Insurance, Business Planning, Fixed Annuities, Retirement, Customer Service, Leadership
Education
Boston College 1998 — 2001
BA, Business, Management, Marketing
Whittier College 1996 — 1998
Political Science and Government, Pre Law
Cushing Academy 1994 — 1996
Winchester High School 1991 — 1995
Chad Himmelspach Chad Himmelspach's New York Life Insurance Company Experience 2011 - 2012
Job Owner, Firestorm Virtual Worldwide
Industry Internet
Experience
Self-employed February 2013 - Present
New York Life Insurance Company 2011 - 2012
Skills
Data Entry, Email, Appointment Scheduling, Research, Social Networking, Social Media, Web Content Management, HTML, Word Processing, Contact Management
Education
Bismarck State College
Certified Internet Webmaster
Self-employed February 2013 - Present
New York Life Insurance Company 2011 - 2012
Skills
Data Entry, Email, Appointment Scheduling, Research, Social Networking, Social Media, Web Content Management, HTML, Word Processing, Contact Management
Education
Bismarck State College
Certified Internet Webmaster
Matthew Rosalez Matthew Rosalez's New York Life Insurance Company Experience November 2010 - April 2011
Job Owner of Max Martial Arts
Industry Education Management
Experience
Golden Hills Christian School August 2011 - Present
Max Martial Arts April 2010 - Present
New York Life Insurance Company November 2010 - April 2011
Golden Hills Community Church August 2006 - August 2010
Marshall Arts for Kids January 1999 - March 2010
Skills
Leadership, Teaching, Training, Public Speaking, Leadership Development, Youth Ministry, Event Planning, Management
Education
San Francisco State University 2008 — 2010
Bachelor of Science, Business Management
Biola University 2003 — 2004
Biblical Studies
Golden Hills Christian School August 2011 - Present
Max Martial Arts April 2010 - Present
New York Life Insurance Company November 2010 - April 2011
Golden Hills Community Church August 2006 - August 2010
Marshall Arts for Kids January 1999 - March 2010
Skills
Leadership, Teaching, Training, Public Speaking, Leadership Development, Youth Ministry, Event Planning, Management
Education
San Francisco State University 2008 — 2010
Bachelor of Science, Business Management
Biola University 2003 — 2004
Biblical Studies
John P. Montalvo John P. Montalvo's New York Life Insurance Company Experience January 2013 - January 2014
Job Relationship Banker II at J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan Chase March 2015 - Present
AXA Advisors February 2014 - August 2014
New York Life Insurance Company January 2013 - January 2014
MD Sass July 2006 - January 2012
Neuberger Berman August 1998 - November 2005
Consolidated Brick & Building Supply August 1996 - August 1998
Philips October 1989 - August 1996
Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management
Education
Pace University 2000 — 2003
B.B.A, Management
Borough of Manhattan Community College 1996 — 1999
A.A.S., Business
Monsignor Scanlan H.S. 1986 — 1989
J.P. Morgan Chase March 2015 - Present
AXA Advisors February 2014 - August 2014
New York Life Insurance Company January 2013 - January 2014
MD Sass July 2006 - January 2012
Neuberger Berman August 1998 - November 2005
Consolidated Brick & Building Supply August 1996 - August 1998
Philips October 1989 - August 1996
Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management
Education
Pace University 2000 — 2003
B.B.A, Management
Borough of Manhattan Community College 1996 — 1999
A.A.S., Business
Monsignor Scanlan H.S. 1986 — 1989
Andrea Sheikh, CIMA®, CFP®, CAIA®'s New York Life Insurance Company Experience 2012 - Present
Job Portfolio Specialist Wealth Management, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2012 - Present
Breast Treatment Task Force January 2011 - January 2013
Independent Portfolio Consultants, Inc May 2003 - October 2012
MBNA America Bank January 2001 - January 2002
Skills
Consulting, Financial Services, Asset Allocation, Investments, Wealth Management, Investment Strategies, Business Development, Separately Managed..., Unified Managed Accounts, Money Managers, Asset Management, Mutual Funds, Investment Advisory, High Net Worth..., Investment Management, Securities, Financial Advisory, Portfolio Management, Alternative Investments, Series 63, Hedge Funds, Public Speaking
Education
Boston College
Bachelor of Science, Finance and Theology
University of Florida
Master of Business Administration (MBA), Business Administration
Westminster Academy
New York Life Insurance Company 2012 - Present
Breast Treatment Task Force January 2011 - January 2013
Independent Portfolio Consultants, Inc May 2003 - October 2012
MBNA America Bank January 2001 - January 2002
Skills
Consulting, Financial Services, Asset Allocation, Investments, Wealth Management, Investment Strategies, Business Development, Separately Managed..., Unified Managed Accounts, Money Managers, Asset Management, Mutual Funds, Investment Advisory, High Net Worth..., Investment Management, Securities, Financial Advisory, Portfolio Management, Alternative Investments, Series 63, Hedge Funds, Public Speaking
Education
Boston College
Bachelor of Science, Finance and Theology
University of Florida
Master of Business Administration (MBA), Business Administration
Westminster Academy
Kenneth Sommer's New York Life Insurance Company Experience June 2011 - Present
Job Sr. Director at NYL Investors
Industry Investment Management
Experience
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company 2005 - June 2011
MetLife June 2002 - July 2005
Skills
Fixed Income, Investments, Retirement Planning, Bloomberg, Bonds
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
Binghamton University - School of Management 1998 — 2002
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company 2005 - June 2011
MetLife June 2002 - July 2005
Skills
Fixed Income, Investments, Retirement Planning, Bloomberg, Bonds
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
Binghamton University - School of Management 1998 — 2002
Patrick J. Pline's New York Life Insurance Company Experience 1992 - 1998
Job I.T. Support SpecialistEvening Shift (MWI Veterinary Supply, Inc.)
Industry Information Technology and Services
Experience
MWI Veterinary Supply, Inc. April 2013 - Present
Highland Appraisal,Inc.(RealEstateAppraisers-PropertyTaxConsultants) July 2009 - March 2013
Boise State University 2000 - 2009
BoiseStateUniversity-CollegeofBusinessAndEconomics-Dept.of InformationTechnology&SupplyChainMgt. 2000 - 2007
New York Life Insurance Company 1992 - 1998
Bank of America/Seafirst Bank 1994 - 1996
FDIC 1989 - 1992
KeyBank 1985 - 1989
JPMorgan Chase 1982 - 1984
Skills
PowerPoint, Microsoft Technologies, Computers, Network Administration, Lecturing, Information Technology, Microsoft Excel, Adobe Creative Suite, Program Management, Databases, Management, Finance, Access, Troubleshooting, Microsoft Office, Microsoft Word, Microsoft Operating..., Microsoft Project, Visio, Novell, Economics, Insurance, Accounting, Auditing, Consulting, Research, Public Relations, SQL, Email, Mac OS, Peripherals, Antivirus, IIS, Backup & Restore, Spreadsheets, Web Development, Programming Languages, Telecommunications, Editing, Purchasing, Computer Security, Router Configuration, DHCP, DNS management, Projection Systems, Firewalls, Ethernet, Active Directory, Open Source Software, Wireless
Education
Boise State University
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Boise State University
Bachelor of Business Administration (B.B.A.), Computer Systems Networking and Telecommunications
University of Idaho
Bachelor of Arts (B.A.), Economics
University of Idaho
Bachelor of Arts (B.A.), English (Communications)
Capital Senior High School - Boise, Idaho
MWI Veterinary Supply, Inc. April 2013 - Present
Highland Appraisal,Inc.(RealEstateAppraisers-PropertyTaxConsultants) July 2009 - March 2013
Boise State University 2000 - 2009
BoiseStateUniversity-CollegeofBusinessAndEconomics-Dept.of InformationTechnology&SupplyChainMgt. 2000 - 2007
New York Life Insurance Company 1992 - 1998
Bank of America/Seafirst Bank 1994 - 1996
FDIC 1989 - 1992
KeyBank 1985 - 1989
JPMorgan Chase 1982 - 1984
Skills
PowerPoint, Microsoft Technologies, Computers, Network Administration, Lecturing, Information Technology, Microsoft Excel, Adobe Creative Suite, Program Management, Databases, Management, Finance, Access, Troubleshooting, Microsoft Office, Microsoft Word, Microsoft Operating..., Microsoft Project, Visio, Novell, Economics, Insurance, Accounting, Auditing, Consulting, Research, Public Relations, SQL, Email, Mac OS, Peripherals, Antivirus, IIS, Backup & Restore, Spreadsheets, Web Development, Programming Languages, Telecommunications, Editing, Purchasing, Computer Security, Router Configuration, DHCP, DNS management, Projection Systems, Firewalls, Ethernet, Active Directory, Open Source Software, Wireless
Education
Boise State University
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Boise State University
Bachelor of Business Administration (B.B.A.), Computer Systems Networking and Telecommunications
University of Idaho
Bachelor of Arts (B.A.), Economics
University of Idaho
Bachelor of Arts (B.A.), English (Communications)
Capital Senior High School - Boise, Idaho
Gary Price's New York Life Insurance Company Experience February 2012 - May 2013
Job IT Sourcing and Procurement at Purdue Pharma L.P.
Industry Financial Services
Experience
Purdue Pharma L.P. June 2013 - Present
New York Life Insurance Company February 2012 - May 2013
New York Life/Prime Telecom Consulting (Consultant) November 2011 - December 2011
HCL, America June 2011 - August 2011
ADP February 2011 - May 2011
New York Life Insurance Company June 2010 - February 2011
Schering-Plough/Technisource (Consultant) April 2009 - June 2010
Merck/Schering-Plough/Technisource April 2009 - June 2010
Bear Stearns May 1999 - September 2008
Bear Stearns & Company January 1999 - January 2008
Skills
Business Analysis, Project Management, Management, Sourcing, Procurement, Asset Managment, Vendor Management, Contract Management, Purchasing, Software Development, Inventory Management, Financial Analysis, System Administration, Equities, Expense Management, PeopleSoft, Fixed Income, Executive Management, Strategic Sourcing, Trading, Ariba, Business Continuity..., Customer Service, Process Improvement, Process Scheduler, Trading Systems, Testing, Strategic Planning, Contract Negotiation, Change Management, Negotiation, Forecasting, Access, E-procurement, Cross-functional Team..., Technical Support, Supply Chain, Business Process..., Logistics, Teamwork, Outsourcing, Lotus Notes, Software Documentation, Portfolio Management, Financial Modeling, Strategy, Management Consulting, Leadership, Financial Services, Manufacturing
Education
Chubb 1998 — 1999
Chubb Institute
Fanwood Scotch Plains HS
General Studies
Bloomfield College
Certificate, Supply Chain Management
Purdue Pharma L.P. June 2013 - Present
New York Life Insurance Company February 2012 - May 2013
New York Life/Prime Telecom Consulting (Consultant) November 2011 - December 2011
HCL, America June 2011 - August 2011
ADP February 2011 - May 2011
New York Life Insurance Company June 2010 - February 2011
Schering-Plough/Technisource (Consultant) April 2009 - June 2010
Merck/Schering-Plough/Technisource April 2009 - June 2010
Bear Stearns May 1999 - September 2008
Bear Stearns & Company January 1999 - January 2008
Skills
Business Analysis, Project Management, Management, Sourcing, Procurement, Asset Managment, Vendor Management, Contract Management, Purchasing, Software Development, Inventory Management, Financial Analysis, System Administration, Equities, Expense Management, PeopleSoft, Fixed Income, Executive Management, Strategic Sourcing, Trading, Ariba, Business Continuity..., Customer Service, Process Improvement, Process Scheduler, Trading Systems, Testing, Strategic Planning, Contract Negotiation, Change Management, Negotiation, Forecasting, Access, E-procurement, Cross-functional Team..., Technical Support, Supply Chain, Business Process..., Logistics, Teamwork, Outsourcing, Lotus Notes, Software Documentation, Portfolio Management, Financial Modeling, Strategy, Management Consulting, Leadership, Financial Services, Manufacturing
Education
Chubb 1998 — 1999
Chubb Institute
Fanwood Scotch Plains HS
General Studies
Bloomfield College
Certificate, Supply Chain Management
Richard Ashmeade's New York Life Insurance Company Experience October 2007 - October 2010
Job Relationship Banker with JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2012 - Present
New York Life Insurance Company October 2007 - October 2010
Greater New York Hospital Association 2005 June 2005 - August 2005
Binghamton University September 2003 - May 2004
JP Morgan Chase Bank January 2000 - January 2002
Skills
Microsoft Office, Public Speaking, PowerPoint, Research, Microsoft Word, Microsoft Excel, Event Planning, Nonprofits, Community Outreach, Management
Education
Binghamton University 2002 — 2006
BS, Business Administration
Binghamton University - School of Management 2002 — 2006
Bachelor of Applied Science (BASc), Business Administration
.
JPMorgan Chase & Co. January 2012 - Present
New York Life Insurance Company October 2007 - October 2010
Greater New York Hospital Association 2005 June 2005 - August 2005
Binghamton University September 2003 - May 2004
JP Morgan Chase Bank January 2000 - January 2002
Skills
Microsoft Office, Public Speaking, PowerPoint, Research, Microsoft Word, Microsoft Excel, Event Planning, Nonprofits, Community Outreach, Management
Education
Binghamton University 2002 — 2006
BS, Business Administration
Binghamton University - School of Management 2002 — 2006
Bachelor of Applied Science (BASc), Business Administration
.
Shaina Negron's New York Life Insurance Company Experience May 2008 - August 2008
Job Rates Financing Sales at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2012 - Present
J.P. Morgan September 2011 - April 2012
JP Morgan June 2010 - September 2011
NYS Thruway Authority June 2009 - May 2010
New York Life Insurance Company May 2008 - August 2008
New York State Office of the State Comptroller June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Finance, Hedge Funds, Series 7, Investments, Securities, Investment Banking, Bonds, Financial Markets
Education
Binghamton University - School of Management 2006 — 2009
BS, Finance, Leadership & Consulting
J.P. Morgan April 2012 - Present
J.P. Morgan September 2011 - April 2012
JP Morgan June 2010 - September 2011
NYS Thruway Authority June 2009 - May 2010
New York Life Insurance Company May 2008 - August 2008
New York State Office of the State Comptroller June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Finance, Hedge Funds, Series 7, Investments, Securities, Investment Banking, Bonds, Financial Markets
Education
Binghamton University - School of Management 2006 — 2009
BS, Finance, Leadership & Consulting
Danielle Rocchio's New York Life Insurance Company Experience September 2012 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
New York Life Insurance Company June 2009 - September 2010
New York Life Insurance Company March 2007 - June 2009
New York Life Insurance Company December 2003 - March 2007
Skills
Financial Services, Competitive Analysis, Investments, Strategic Planning, Product Management, Marketing Strategy, Marketing Communications, Marketing Management, Life Insurance, Marketing, Strategy, Leadership, Online Marketing, Retirement Planning, Disability Insurance
Education
Boston College 1999 — 2003
BA, Major: Sociology; Minor: History
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
New York Life Insurance Company June 2009 - September 2010
New York Life Insurance Company March 2007 - June 2009
New York Life Insurance Company December 2003 - March 2007
Skills
Financial Services, Competitive Analysis, Investments, Strategic Planning, Product Management, Marketing Strategy, Marketing Communications, Marketing Management, Life Insurance, Marketing, Strategy, Leadership, Online Marketing, Retirement Planning, Disability Insurance
Education
Boston College 1999 — 2003
BA, Major: Sociology; Minor: History
Victor Williams's New York Life Insurance Company Experience May 2013 - Present
Job Vendor Governance Manager at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company May 2013 - Present
Chubb November 2004 - March 2013
Chubb January 2002 - November 2004
Chubb Insurance January 1997 - January 2002
Skills
Customer Relations, Team Building, People Management, Mentoring, Process Improvement, Disaster Recovery, Executive Management, Change Management, Insurance, ITIL, IT Outsourcing, Negotiation, Outsourcing, Coaching, Visio, Problem Solving, Customer Service, IT Governance, Leadership Development, IT Strategy, Strategic Planning, Business Analysis, Integration, Management, SDLC, Requirements Gathering, Risk Management, Program Management, Budgets, Vendor Management, Governance, Enterprise Architecture, Project Management, Strategy, PMO, Leadership, Business Intelligence, Resource Management, Information Technology, Business Process..., Building Relationships, Consulting, Project Portfolio..., IT Management, Business Process, Cross-functional Team..., CRM, PMP, Requirements Analysis, Networking
Education
Bloomfield College 1995 — 1998
BS, Computer Information Systems
Scotch Plains 1974 — 1977
New York Life Insurance Company May 2013 - Present
Chubb November 2004 - March 2013
Chubb January 2002 - November 2004
Chubb Insurance January 1997 - January 2002
Skills
Customer Relations, Team Building, People Management, Mentoring, Process Improvement, Disaster Recovery, Executive Management, Change Management, Insurance, ITIL, IT Outsourcing, Negotiation, Outsourcing, Coaching, Visio, Problem Solving, Customer Service, IT Governance, Leadership Development, IT Strategy, Strategic Planning, Business Analysis, Integration, Management, SDLC, Requirements Gathering, Risk Management, Program Management, Budgets, Vendor Management, Governance, Enterprise Architecture, Project Management, Strategy, PMO, Leadership, Business Intelligence, Resource Management, Information Technology, Business Process..., Building Relationships, Consulting, Project Portfolio..., IT Management, Business Process, Cross-functional Team..., CRM, PMP, Requirements Analysis, Networking
Education
Bloomfield College 1995 — 1998
BS, Computer Information Systems
Scotch Plains 1974 — 1977
Benjamin Block's New York Life Insurance Company Experience January 2012 - July 2015
Job Claims Adjuster
Industry Insurance
Experience
State Farm January 2013 - Present
New York Life Insurance Company January 2012 - July 2015
COUNTRY ® Financial October 2011 - January 2012
Pioneers May 2009 - August 2011
WSECU September 2006 - May 2009
Skills
Long Term Care Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Life Insurance, Disability Insurance, IRAs, College Savings Plans, Whole Life, Retirement, Roth IRA, Term Life Insurance, Series 6, Wealth Accumulation, 401k Rollovers, Guaranteed Lifetime..., 401k, Variable Annuities, Customer Service, Microsoft Office, Leadership
Education
Biola University 2002 — 2005
B.A., Intercultural Studies
State Farm January 2013 - Present
New York Life Insurance Company January 2012 - July 2015
COUNTRY ® Financial October 2011 - January 2012
Pioneers May 2009 - August 2011
WSECU September 2006 - May 2009
Skills
Long Term Care Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Life Insurance, Disability Insurance, IRAs, College Savings Plans, Whole Life, Retirement, Roth IRA, Term Life Insurance, Series 6, Wealth Accumulation, 401k Rollovers, Guaranteed Lifetime..., 401k, Variable Annuities, Customer Service, Microsoft Office, Leadership
Education
Biola University 2002 — 2005
B.A., Intercultural Studies
Connor Kamp's New York Life Insurance Company Experience August 2012 - June 2013
Job Assistant Vice President, Internal Sales
Industry Financial Services
Experience
Commercial Real Estate Asset Manager January 2015 - Present
Sun Life Financial July 2013 - November 2014
New York Life Insurance Company August 2012 - June 2013
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Word, Leadership, Finance, Customer Service, Investments, Marketing, Research, Asset Allocation, Securities, Retirement Planning, Event Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Bloomberg, Insurance, Accounting, Financial Analysis, Social Networking, Financial Modeling
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Midland Park High School 2004 — 2008
Commercial Real Estate Asset Manager January 2015 - Present
Sun Life Financial July 2013 - November 2014
New York Life Insurance Company August 2012 - June 2013
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Word, Leadership, Finance, Customer Service, Investments, Marketing, Research, Asset Allocation, Securities, Retirement Planning, Event Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Bloomberg, Insurance, Accounting, Financial Analysis, Social Networking, Financial Modeling
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Midland Park High School 2004 — 2008
Jennifer Maria's New York Life Insurance Company Experience July 2012 - Present
Job
Industry Real Estate
Experience
New York Life Insurance Company July 2012 - Present
Champion Learning December 2011 - Present
Metropolitan Real Estate Equity Management August 2008 - November 2011
Distinctive Personnel 2008 - 2008
Walsh Associates 2006 - 2007
Guardian First Funding Group 2006 - 2007
Axion Fifth Avenue temps 2004 - 2006
Planned Parenthood NYC 2001 - 2002
Skills
Bilingual-Spanish, Microsoft Office, PeopleSoft, Lotus Notes, Photoshop, Real Estate Sales..., Babysitting, Events, Microsoft Excel
Education
Hunter College 2009 — 2012
Bachelor of Science
Borough of Manhattan Community College 2006 — 2008
Associates in Arts
Norman Thomas High School 2000 — 2004
High School Diploma
New York Life Insurance Company July 2012 - Present
Champion Learning December 2011 - Present
Metropolitan Real Estate Equity Management August 2008 - November 2011
Distinctive Personnel 2008 - 2008
Walsh Associates 2006 - 2007
Guardian First Funding Group 2006 - 2007
Axion Fifth Avenue temps 2004 - 2006
Planned Parenthood NYC 2001 - 2002
Skills
Bilingual-Spanish, Microsoft Office, PeopleSoft, Lotus Notes, Photoshop, Real Estate Sales..., Babysitting, Events, Microsoft Excel
Education
Hunter College 2009 — 2012
Bachelor of Science
Borough of Manhattan Community College 2006 — 2008
Associates in Arts
Norman Thomas High School 2000 — 2004
High School Diploma
Dale Euga's New York Life Insurance Company Experience November 2014 - Present
Job Comprehensive Financial Planning
Industry Financial Services
Experience
New York Life Insurance Company - New England November 2014 - Present
New York Life Insurance Company November 2014 - Present
New York Life October 2014 - Present
Skills
Mergers, Sales, Finance, Business, Manufacturing, Debt, Investment Banking, Start-ups, Budgets, Mergers & Acquisitions, New Business Development
Education
Boston Architectural College 1971 — 1976
B. Arch., Architecture, Honors Graduate
Cardinal O'Hara High School 1964 — 1966
High School, AcademicFine Arts
New York Life Insurance Company - New England November 2014 - Present
New York Life Insurance Company November 2014 - Present
New York Life October 2014 - Present
Skills
Mergers, Sales, Finance, Business, Manufacturing, Debt, Investment Banking, Start-ups, Budgets, Mergers & Acquisitions, New Business Development
Education
Boston Architectural College 1971 — 1976
B. Arch., Architecture, Honors Graduate
Cardinal O'Hara High School 1964 — 1966
High School, AcademicFine Arts
Michael Florio's New York Life Insurance Company Experience June 2004 - Present
Job Corporate Vice President
Industry Insurance
Experience
New York Life Insurance Company June 2004 - Present
Education
Walden University 2002 — 2004
Master of Business Administration (MBA)
Bloomsburg University of Pennsylvania 1996 — 2000
Business Administration, Management and Operations
New York Life Insurance Company June 2004 - Present
Education
Walden University 2002 — 2004
Master of Business Administration (MBA)
Bloomsburg University of Pennsylvania 1996 — 2000
Business Administration, Management and Operations
Cory Warsaw's New York Life Insurance Company Experience October 2012 - June 2014
Job 529 Plan Client Marketing Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
Eagle Strategies, LLC June 2014 - June 2015
New York Life Insurance Company October 2012 - June 2014
New York Life Insurance Company/MainStay Investments June 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
New York Life Insurance Company July 2009 - December 2009
New York Life Insurance Company June 2008 - July 2009
Skills
Series 7, Strategy, Management, Marketing, Fixed Annuities, Training, Analysis, Competitive Analysis, Retirement, Mutual Funds, Investments, Retirement Planning, Series 63, Sales, Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2004 — 2008
BS Management, Finance and Marketing
North Rockland HS
OppenheimerFunds June 2015 - Present
Eagle Strategies, LLC June 2014 - June 2015
New York Life Insurance Company October 2012 - June 2014
New York Life Insurance Company/MainStay Investments June 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
New York Life Insurance Company July 2009 - December 2009
New York Life Insurance Company June 2008 - July 2009
Skills
Series 7, Strategy, Management, Marketing, Fixed Annuities, Training, Analysis, Competitive Analysis, Retirement, Mutual Funds, Investments, Retirement Planning, Series 63, Sales, Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2004 — 2008
BS Management, Finance and Marketing
North Rockland HS
Helaine Schnall's New York Life Insurance Company Experience October 2012 - Present
Job CVP Employee Data Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company July 1988 - Present
New York Life Insurance Company March 2002 - October 2012
Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint, Business Analysis, Analysis, Customer Service, Strategic Planning, Project Management, Public Speaking, Project Planning, Human Resources, Management, Leadership, Performance Management, Team Building, Benefits Administration, Change Management, Microsoft Office, Marketing, Employee Benefits, Payroll, Talent Management, Employee Relations
Education
Binghamton University - School of Management 1984 — 1988
BS, Management
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company July 1988 - Present
New York Life Insurance Company March 2002 - October 2012
Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint, Business Analysis, Analysis, Customer Service, Strategic Planning, Project Management, Public Speaking, Project Planning, Human Resources, Management, Leadership, Performance Management, Team Building, Benefits Administration, Change Management, Microsoft Office, Marketing, Employee Benefits, Payroll, Talent Management, Employee Relations
Education
Binghamton University - School of Management 1984 — 1988
BS, Management
Cathy Sheehan's New York Life Insurance Company Experience 1971 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 1971 - 2007
Skills
Fixed Annuities, Economics, Public Speaking, Analysis, IRAs, Non-profits, Strategic Planning, Retirement Planning, Retirement, Research, Insurance, Nonprofits, System Administration, Training, Business Planning, Mutual Funds, Strategic Financial..., Employee Benefits, Financial Planners, Budgets, 401k, Financial Advisory, Long-term Care, Wealth, Investments, Estate Planning, Administration
Education
Boston College
BS, Education
Mt St. Mary Academy
New York Life Insurance Company 1971 - 2007
Skills
Fixed Annuities, Economics, Public Speaking, Analysis, IRAs, Non-profits, Strategic Planning, Retirement Planning, Retirement, Research, Insurance, Nonprofits, System Administration, Training, Business Planning, Mutual Funds, Strategic Financial..., Employee Benefits, Financial Planners, Budgets, 401k, Financial Advisory, Long-term Care, Wealth, Investments, Estate Planning, Administration
Education
Boston College
BS, Education
Mt St. Mary Academy
Patricia Sanchez-Reyes's New York Life Insurance Company Experience May 2012 - Present
Job Marketing and Recruiting Manager, Latino Market
Industry Insurance
Experience
New York Life Insurance Company May 2012 - Present
Liberty Mutual Insurance Co. December 2008 - April 2012
Skills
Leadership, Marketing, Team Building, Coaching, Team Leadership, Strategy, Networking, Spanish, Events Coordination, Event Marketing Strategy, Marketing Management, Social Media Management, Training, Management, Insurance
Education
Merrimack College
Bachelor of Arts (B.A.), Business and Sociology
Borough of Manhattan Community College
Associate's degree, Business/Managerial Economics
New York Life Insurance Company May 2012 - Present
Liberty Mutual Insurance Co. December 2008 - April 2012
Skills
Leadership, Marketing, Team Building, Coaching, Team Leadership, Strategy, Networking, Spanish, Events Coordination, Event Marketing Strategy, Marketing Management, Social Media Management, Training, Management, Insurance
Education
Merrimack College
Bachelor of Arts (B.A.), Business and Sociology
Borough of Manhattan Community College
Associate's degree, Business/Managerial Economics
Courtney (Sullivan) McCormac's New York Life Insurance Company Experience September 2013 - Present
Job Director, Investments Technology at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
Fidessa LatentZero January 2012 - December 2012
Fidessa LatentZero August 2008 - January 2012
Fidessa LatentZero December 2005 - August 2008
LOOMIS, SAYLES & Co July 2003 - June 2005
DEUTSCHE ASSET MANAGEMENT (Previously Scudder) May 2000 - December 2002
Investors Bank & Trust September 1996 - May 2000
Skills
Trading Systems, Equities, Derivatives, Market Data, Electronic Trading, Fixed Income, Trading, Bloomberg, Options, Hedge Funds, Series 7, Investments, Financial Markets, FX Options, Order Management, Business Analysis, Bonds, Financial Services, Swaps, Middle Office, Back Office, Equity Derivatives, Project Management, Program Management, Software Implementation
Education
Boston College 1992 — 1996
B.A., Finance, Operations & Strategic Management
Boston College 1992 — 1996
Bachelor's degree, Finance, Operations & Strategic Management
New York Life Insurance Company September 2013 - Present
Fidessa LatentZero January 2012 - December 2012
Fidessa LatentZero August 2008 - January 2012
Fidessa LatentZero December 2005 - August 2008
LOOMIS, SAYLES & Co July 2003 - June 2005
DEUTSCHE ASSET MANAGEMENT (Previously Scudder) May 2000 - December 2002
Investors Bank & Trust September 1996 - May 2000
Skills
Trading Systems, Equities, Derivatives, Market Data, Electronic Trading, Fixed Income, Trading, Bloomberg, Options, Hedge Funds, Series 7, Investments, Financial Markets, FX Options, Order Management, Business Analysis, Bonds, Financial Services, Swaps, Middle Office, Back Office, Equity Derivatives, Project Management, Program Management, Software Implementation
Education
Boston College 1992 — 1996
B.A., Finance, Operations & Strategic Management
Boston College 1992 — 1996
Bachelor's degree, Finance, Operations & Strategic Management
Doug Budell's New York Life Insurance Company Experience May 2014 - May 2015
Job Territory Manager at Shaw Industries
Industry Building Materials
Experience
Shaw Industries June 2015 - Present
NYLIFE Securities LLC January 2015 - June 2015
New York Life Insurance Company May 2014 - May 2015
Skills
Sales, Sales Management, Sales Operations, Building Materials, Cold Calling, Leadership, Selling, Strategic Planning, Pricing, Team Building, Contract Negotiation, Key Account Management, Account Management, New Business Development, Customer Service, Management, Marketing, Business Development, Direct Sales, Budgets, Negotiation, Purchasing, Marketing Strategy, Project Management
Education
Boise State University 1987 — 1991
B.F.A., Advertising Design
Shaw Industries June 2015 - Present
NYLIFE Securities LLC January 2015 - June 2015
New York Life Insurance Company May 2014 - May 2015
Skills
Sales, Sales Management, Sales Operations, Building Materials, Cold Calling, Leadership, Selling, Strategic Planning, Pricing, Team Building, Contract Negotiation, Key Account Management, Account Management, New Business Development, Customer Service, Management, Marketing, Business Development, Direct Sales, Budgets, Negotiation, Purchasing, Marketing Strategy, Project Management
Education
Boise State University 1987 — 1991
B.F.A., Advertising Design
Kristyn MacFawn's New York Life Insurance Company Experience November 2012 - Present
Job Senior Compliance Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
New York Life Insurance Company January 2011 - November 2012
New York Life Insurance Company May 2008 - January 2011
South Shore Savings Bank May 2006 - May 2008
Dunkin Brands September 2007 - December 2007
Skills
CRM, Management, Analysis, Sales, Finance, Insurance, Microsoft Excel, Accounting, PowerPoint, Life Insurance, Microsoft Word, Portfolio Management, Financial Services, Research, Mutual Funds, Disability Insurance, Long-term Care, Strategic Financial..., Financial Planners, Wealth Management
Education
Curry College 2004 — 2008
Bachelor of Arts Degree, Business Management; Business Management and Administration
Bond University 2007 — 2007
Bachelors, Business
New York Life Insurance Company November 2012 - Present
New York Life Insurance Company January 2011 - November 2012
New York Life Insurance Company May 2008 - January 2011
South Shore Savings Bank May 2006 - May 2008
Dunkin Brands September 2007 - December 2007
Skills
CRM, Management, Analysis, Sales, Finance, Insurance, Microsoft Excel, Accounting, PowerPoint, Life Insurance, Microsoft Word, Portfolio Management, Financial Services, Research, Mutual Funds, Disability Insurance, Long-term Care, Strategic Financial..., Financial Planners, Wealth Management
Education
Curry College 2004 — 2008
Bachelor of Arts Degree, Business Management; Business Management and Administration
Bond University 2007 — 2007
Bachelors, Business
Kristopher D. Vanesko's New York Life Insurance Company Experience September 2013 - Present
Job Partner at New York Life Insurance & NYLIFE Securities Offering Career & Leadership Opportunities
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC November 2008 - September 2013
Skills
Insurance, Investments, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Recruiting, Interviews, Training, Hands on Leader, Leadership, Team Building, Sales, Marketing, Retirement Planning
Education
Bishop Hoban
Bloomsburg University of Pennsylvania
Luzerne County Community College
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC November 2008 - September 2013
Skills
Insurance, Investments, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Recruiting, Interviews, Training, Hands on Leader, Leadership, Team Building, Sales, Marketing, Retirement Planning
Education
Bishop Hoban
Bloomsburg University of Pennsylvania
Luzerne County Community College
Marianne Tate's New York Life Insurance Company Experience February 2015 - February 2015
Job Student at Bloomfield College
Industry Writing and Editing
Experience
New York Life Insurance Company February 2015 - February 2015
Skills
Social Media, Creative Writing, Editing, Facebook, Blogging, Social Networking, Press Releases, Public Relations, Public Speaking, Journalism, Research, Microsoft Office, PowerPoint, Microsoft Word, Copy Editing, Social Media Marketing, Event Planning, Marketing Communications, Photoshop, Copywriting
Education
Bloomfield College 2007 — 2013
Bachelor of Arts (B.A.), Communications
Essex County College
Associate of Arts (AA), Liberal Arts
New York Life Insurance Company February 2015 - February 2015
Skills
Social Media, Creative Writing, Editing, Facebook, Blogging, Social Networking, Press Releases, Public Relations, Public Speaking, Journalism, Research, Microsoft Office, PowerPoint, Microsoft Word, Copy Editing, Social Media Marketing, Event Planning, Marketing Communications, Photoshop, Copywriting
Education
Bloomfield College 2007 — 2013
Bachelor of Arts (B.A.), Communications
Essex County College
Associate of Arts (AA), Liberal Arts
Evan Neisler's New York Life Insurance Company Experience January 2011 - May 2011
Job Management Trainee at Enterprise RentACar
Industry Retail
Experience
Enterprise Rent-A-Car February 2013 - Present
The Vitamin Shoppe October 2011 - Present
The Home Depot March 2011 - October 2011
New York Life Insurance Company January 2011 - May 2011
Drexel University All-Star Basketball Camp July 2007 - August 2008
Word of God Christian Academy March 2005 - August 2005
Skills
Strategic Planning, Research, Teaching, Customer Service, Training, Sales, Time Management
Education
Drexel University 2006 — 2010
BS, Social Research
Boston College 2005 — 2006
Enterprise Rent-A-Car February 2013 - Present
The Vitamin Shoppe October 2011 - Present
The Home Depot March 2011 - October 2011
New York Life Insurance Company January 2011 - May 2011
Drexel University All-Star Basketball Camp July 2007 - August 2008
Word of God Christian Academy March 2005 - August 2005
Skills
Strategic Planning, Research, Teaching, Customer Service, Training, Sales, Time Management
Education
Drexel University 2006 — 2010
BS, Social Research
Boston College 2005 — 2006
April Jordan's New York Life Insurance Company Experience April 2009 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Service Program For Older People March 2011 - May 2011
U.S. Census Bureau April 2010 - August 2010
St. Luke's-Roosevelt Hospital Center October 2009 - January 2010
New York Life Insurance Company April 2009 - June 2009
Royal Alliance-AIG July 2007 - August 2008
Royal Alliance-AIG July 2007 - August 2008
The City Board of Elections June 2005 - April 2007
Morgan Stanley June 2000 - November 2002
JPMorgan Chase Bank July 1994 - May 2000
Education
Borough of Manhattan Community College 1994 — 2006
A.A, Business Administration
Borough of Manhattan Community College
A.A, Business Administration
Service Program For Older People March 2011 - May 2011
U.S. Census Bureau April 2010 - August 2010
St. Luke's-Roosevelt Hospital Center October 2009 - January 2010
New York Life Insurance Company April 2009 - June 2009
Royal Alliance-AIG July 2007 - August 2008
Royal Alliance-AIG July 2007 - August 2008
The City Board of Elections June 2005 - April 2007
Morgan Stanley June 2000 - November 2002
JPMorgan Chase Bank July 1994 - May 2000
Education
Borough of Manhattan Community College 1994 — 2006
A.A, Business Administration
Borough of Manhattan Community College
A.A, Business Administration
Eileen Hyland's New York Life Insurance Company Experience January 1981 - April 2012
Job Experienced payroll services manager with expertise in SAP HR and project management
Industry Human Resources
Experience
New York Life Insurance Company January 1981 - April 2012
Skills
Payroll, Human Resources, Project Planning, Management, Employee Benefits, Succession Planning, Employee Relations, Talent Management, Strategic Planning, Analysis, Performance Management, Recruiting, Talent Acquisition, Deferred Compensation, Leadership, Employee Engagement
Education
Boston College
BA, English Lit
The George Washington University - School of Business
MBA, Human Resources
holy cross grammer school
holy cross grammer school
New York Life Insurance Company January 1981 - April 2012
Skills
Payroll, Human Resources, Project Planning, Management, Employee Benefits, Succession Planning, Employee Relations, Talent Management, Strategic Planning, Analysis, Performance Management, Recruiting, Talent Acquisition, Deferred Compensation, Leadership, Employee Engagement
Education
Boston College
BA, English Lit
The George Washington University - School of Business
MBA, Human Resources
holy cross grammer school
holy cross grammer school
Ashley HeCen's New York Life Insurance Company Experience September 2004 - June 2006
Job Broker of Medicare HMO companies and Life insurance companies (see description) at Safepath
Industry Hospital & Health Care
Experience
Safepath October 2013 - Present
Elderplan February 2012 - Present
NEW Key Realty January 2008 - Present
Touchstone Health June 2006 - January 2011
New York Life Insurance Company September 2004 - June 2006
Skills
micosoft office suite, Access,, PowerPoint skills, Excel, Bilingual language:..., Microsoft Excel, PowerPoint, Microsoft Office, Healthcare, Medicare, Access, Sales, Healthcare Management, Team Building, Leadership, Strategic Planning, Customer Service, Health Insurance, Insurance, HIPAA, HMO, Outlook, Life Insurance, Medicaid
Education
Borough of Manhattan Community College
A.A. degree, Business Administration
China management cadre college
A.A. degree, Taxation and accounting management
Safepath October 2013 - Present
Elderplan February 2012 - Present
NEW Key Realty January 2008 - Present
Touchstone Health June 2006 - January 2011
New York Life Insurance Company September 2004 - June 2006
Skills
micosoft office suite, Access,, PowerPoint skills, Excel, Bilingual language:..., Microsoft Excel, PowerPoint, Microsoft Office, Healthcare, Medicare, Access, Sales, Healthcare Management, Team Building, Leadership, Strategic Planning, Customer Service, Health Insurance, Insurance, HIPAA, HMO, Outlook, Life Insurance, Medicaid
Education
Borough of Manhattan Community College
A.A. degree, Business Administration
China management cadre college
A.A. degree, Taxation and accounting management
Justus Martin's New York Life Insurance Company Experience May 2011 - Present
Job Administrative Professional
Industry Executive Office
Experience
New York Life Insurance Company May 2011 - Present
The Trancactoin Coordinator May 2007 - Present
New York Life Insurance Company July 2011 - October 2012
Group One/SelEquity/Remax October 1999 - October 2005
Ascent Pointe Development August 2002 - May 2005
Skills
Outlook, Recruiting, Microsoft Excel, Spreadsheets, Administrative..., Customer Service, Human Resources, Lotus Notes, 401k, Employee Benefits, PowerPoint, Microsoft Office
Education
Eastern Idaho Technical College 1997 — 1998
Accounting
Boise State University 1991 — 1993
Social Work
New York Life Insurance Company May 2011 - Present
The Trancactoin Coordinator May 2007 - Present
New York Life Insurance Company July 2011 - October 2012
Group One/SelEquity/Remax October 1999 - October 2005
Ascent Pointe Development August 2002 - May 2005
Skills
Outlook, Recruiting, Microsoft Excel, Spreadsheets, Administrative..., Customer Service, Human Resources, Lotus Notes, 401k, Employee Benefits, PowerPoint, Microsoft Office
Education
Eastern Idaho Technical College 1997 — 1998
Accounting
Boise State University 1991 — 1993
Social Work
Courtney McSweeney's New York Life Insurance Company Experience July 2004 - April 2015
Job Manager Defined Benefit Business at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company July 2004 - April 2015
Skills
Leadership
Education
Boston College
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company July 2004 - April 2015
Skills
Leadership
Education
Boston College
Sarah Sorensen, LUTCF's New York Life Insurance Company Experience July 2012 - April 2013
Job Staff Claims Adjuster at Allstate
Industry Financial Services
Experience
Allstate May 2013 - Present
New York Life Insurance Company July 2012 - April 2013
The Hartford October 2010 - July 2012
Allstate June 2006 - September 2011
Allstate 1996 - June 2006
Skills
NAIFA Portland-NW OR..., Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Disability Insurance, Investments, Casualty, Life Insurance, Term Life Insurance, Claim, Sales, Retirement, Health Insurance, Sales Management, Retirement Planning
Education
Boise State University
Bachelor of Exercise Science, Science
Sunset High School
Allstate May 2013 - Present
New York Life Insurance Company July 2012 - April 2013
The Hartford October 2010 - July 2012
Allstate June 2006 - September 2011
Allstate 1996 - June 2006
Skills
NAIFA Portland-NW OR..., Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Disability Insurance, Investments, Casualty, Life Insurance, Term Life Insurance, Claim, Sales, Retirement, Health Insurance, Sales Management, Retirement Planning
Education
Boise State University
Bachelor of Exercise Science, Science
Sunset High School
Chaim Moshe Ansbacher's New York Life Insurance Company Experience July 2011 - Present
Job Administrative Assistant at New York Life
Industry
Experience
New York Life Insurance Company July 2011 - Present
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Marketing, Public Speaking, Microsoft Word, Social Media, Teamwork, PowerPoint, Research, Leadership, Project Management, Sales, Strategic Planning, Team Leadership, Team Building, Budgets, Event Planning, English, Training, Negotiation, Outlook, Time Management, Teaching, Communication
Education
City University of New York-Hunter College 2013 — 2014
Bachelor's degree, Political Science
Borough of Manhattan Community College 2012 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company July 2011 - Present
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Marketing, Public Speaking, Microsoft Word, Social Media, Teamwork, PowerPoint, Research, Leadership, Project Management, Sales, Strategic Planning, Team Leadership, Team Building, Budgets, Event Planning, English, Training, Negotiation, Outlook, Time Management, Teaching, Communication
Education
City University of New York-Hunter College 2013 — 2014
Bachelor's degree, Political Science
Borough of Manhattan Community College 2012 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Errol Morgan's New York Life Insurance Company Experience August 2004 - May 2013
Job Front End Associate at The Home Depot
Industry Retail
Experience
The Home Depot September 2002 - Present
New York Life Insurance Company August 2004 - May 2013
Chase April 1989 - April 2001
Skills
Cashiering, Retail, Loss Prevention, Merchandising, Retail Sales, Inventory Management, Store Management, Customer Service, Inventory Control, Visual Merchandising, Cash Register, Time Management, Data Entry, Customer Satisfaction, Microsoft Word, Microsoft Office, Telephone Skills, PowerPoint, Microsoft Excel, Outlook
Education
Borough of Manhattan Community College 1982 — 1986
Associate's degree, Banking and Financial Support Services
The Home Depot September 2002 - Present
New York Life Insurance Company August 2004 - May 2013
Chase April 1989 - April 2001
Skills
Cashiering, Retail, Loss Prevention, Merchandising, Retail Sales, Inventory Management, Store Management, Customer Service, Inventory Control, Visual Merchandising, Cash Register, Time Management, Data Entry, Customer Satisfaction, Microsoft Word, Microsoft Office, Telephone Skills, PowerPoint, Microsoft Excel, Outlook
Education
Borough of Manhattan Community College 1982 — 1986
Associate's degree, Banking and Financial Support Services