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,

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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
Douglas Bacon Douglas Bacon Greater Boston Area Details
Douglas Bacon's New York Life Insurance Company Experience 2003 - 2004
Job Digital Business Strategist
Industry Information Technology and Services
Experience
Novartis Institutes for BioMedical Research  2013 - Present
State Street  2010 - 2013
Moors & Cabot, Inc   2008 - 2010
Crump Life Insurance Services  2004 - 2008
New York Life Insurance Company   2003 - 2004

Skills
Management, SharePoint, Social Technologies, Strategic Planning, Strategic Financial..., Business Management, Web 2.0, Social Business, Enterprise 2.0, Public Speaking, Business Relationship..., Social Media Strategist, Community Management, Product Management, Enterprise Social..., Financial Planning, Jive, Yammer, Machine Learning, Text Mining, Enterprise Search, Solr, FAST ESP, Indexing, Knowledge Management, Product Development

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

University of New Hampshire
Bachelor of Arts (B.A.), Political Science and Government

Jonathan Gubitosa Jonathan Gubitosa White Plains, New York Details
Jonathan Gubitosa's New York Life Insurance Company Experience September 2009 - February 2011
Job Underwriter at Privilege Underwriters
Industry Insurance
Experience
PURE Group of Insurance Companies  November 2012 - Present
PURE Group of Insurance Companies  April 2011 - November 2012
WorldCare Pet Transport  February 2011 - March 2011
New York Life Insurance Company   September 2009 - February 2011
Stanley Capital   May 2009 - September 2009

Skills
Insurance, Underwriting, Budgets, Customer Service, Leadership, Portfolio Management, Microsoft Office, Claim, Time Management, Property & Casualty..., Liability, Finance, Umbrella Insurance, Risk Management, Commercial Insurance

Education
Fordham University - Graduate School of Business Administration   2011 — 2015
Master of Business Administration (M.B.A.), Finance, General, A

Boston College   2005 — 2009
B.A, Psychology, Marketing, Spanish

Universidad Complutense de Madrid   2008 — 2008

fairfield prep

Adeline Dascoli Adeline Dascoli Cleveland/Akron, Ohio Area Details
Adeline Dascoli's New York Life Insurance Company Experience May 2009 - June 2013
Job Implementation Specialist/Model Office
Industry Health, Wellness and Fitness
Experience
Bravo Wellness, LLC  July 2013 - Present
New York Life Insurance Company   May 2009 - June 2013
Dorn Color, Inc.   September 2007 - December 2008
Dostal Funeral Services   December 2006 - September 2007

Skills
Customer Service, Microsoft Office, Account Management, Administrative..., Microsoft Excel, Outlook, Microsoft Word, Team Leadership, Process Improvement, Leadership, Training, Public Speaking, Problem Solving, Management, PowerPoint, Project Management

Education
Bowling Green State University   1998 — 2002
AMPD, Merchandising and Product Development

Kyle Renick Kyle Renick Spring, Texas Details
Kyle Renick's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  May 2014 - Present
New York Life Insurance Company   June 2013 - Present
Bank of America  November 2010 - June 2013
Defiance College  August 2008 - July 2009
University of South Florida  May 2008 - August 2008
Bowling Green State University  September 2004 - May 2008

Skills
Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Protection..., Time Management, Wealth Preservation..., Customer Service, Life Insurance, Finance, Retirement

Education
Bowling Green State University   2004 — 2008
Bachelor of Science (BS), Sports Administration

Miami Trace High School   2000 — 2004

Lori Wagner Lori Wagner Tampa, Florida Details
Lori Wagner's New York Life Insurance Company Experience April 2015 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2015 - Present
Laser Spine Institute  October 2014 - March 2015
New York Life Insurance Company   July 2014 - October 2014
Educational Testing Service (ETS)   October 2013 - March 2014
Universal Health Care  March 2010 - March 2013
Bristol-Myers Squibb  July 2007 - July 2009
Christian Union  July 2006 - April 2007
Thomson Peterson's  October 2001 - July 2006
Harper's Magazine  February 1999 - March 2001
The Atlantic Club  March 1997 - February 1999

Skills
Proofreading, Editing, Copy Editing, Content Management, Healthcare, Regulatory Requirements, Medicare Compliance, AMA style, Associated Press style, Chicago Manual, Chicago Style, Newsletters, Non-fiction, Advertising, Web Content, Content Development, Books, Copywriting, Publishing, Creative Writing, Event Management, Content Strategy, Marketing, Publications, Interviews, Direct Mail, Email Marketing, Marketing Communications, Corporate Communications, Blogging, Creative Direction, Direct Marketing, Press Releases, Adobe Acrobat, Magazines, Fitness, Christianity, Restaurant Hostessing, Microsoft Word Track...

Education
Institute of Biblical Studies   2001 — 2004
Certificate of Completion, Old Testament, New Testament, and Theology, B+

Boston University   1991 — 1995
Bachelor of Science, Journalism; Sociology

David Mollo David Mollo Greater Boston Area Details
David Mollo's New York Life Insurance Company Experience September 2013 - July 2014
Job Director, Sales and Service Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
Fidelity Investments  July 2014 - June 2015
New York Life Insurance Company   September 2013 - July 2014
Sun Life Financial  January 2013 - September 2013
Sun Life Financial  September 2011 - January 2013
Sun Life Financial  October 2004 - September 2011
Sun Life Financial Distributors  April 2002 - October 2004
MFS Investment Management  June 1999 - April 2002
Merrill Lynch  September 1993 - June 1999
Keyport Life Insurance Company  November 1991 - September 1993

Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 2000
MBA, Finance, Marketing

University of Rhode Island   1986 — 1991
Bachelor's, Journalism, Public Relations

Charlotte Yates Charlotte Yates Weston, Massachusetts Details
Charlotte Yates's New York Life Insurance Company Experience December 2011 - February 2012
Job J. D. Candidate
Industry Food & Beverages
Experience
Coldwell Banker  2014 - 2014
Glenugie Farm   2013 - 2013
New York Life Insurance Company   December 2011 - February 2012
Ocean Conservancy  June 2011 - September 2011

Skills
Customer Service, Data Entry, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Microsoft Excel, Inventory Management, Administration, Research

Education
Boston College Law School   2014 — 2017
Doctor of Law (J.D.)

St Andrews University   2008 — 2012
Bachelor of Science (B.Sc.), Biology, General

Phillips Academy   2005 — 2008
High School Diploma

Andrew Segal Andrew Segal Greater New York City Area Details
Andrew Segal's New York Life Insurance Company Experience May 2010 - October 2011
Job Supervisor of Office Operations
Industry Consumer Services
Experience
Williams Lea (contracted to Mercer (US) Inc.   June 2013 - Present
Various Companies  December 2011 - May 2013
New York Life Insurance Company   May 2010 - October 2011
New York County Lawyers Association  October 2007 - July 2010
Thomas Pink  October 2005 - October 2007
Rentquest (subsidiary of Eventquest)   October 2004 - July 2005

Skills
Operations, Account Management, Client Relationship..., MS Off, Pinnacle, HTML, A+ Certified, MS Project, Visio, Process Improvement, Project Management, Information Management, Team Leadership, CRM, Customer Service, Sales, Cold Calling, Social Networking, New Business Development, Customer Retention, Team Building, Training, Operations Management, Management, Networking, Time Management, Leadership, Microsoft Office

Education
BOMI International   2015 — 2017
Facilities Management Administrator

Boston University - School of Management   1997 — 2001
B.S., Business Administration

Erin Vick Erin Vick Cleveland/Akron, Ohio Area Details
Erin Vick's New York Life Insurance Company Experience November 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2010 - Present
New York Life Insurance Company   November 2010 - Present
Concept Rehab, Inc.   November 1995 - February 2010
CRI  November 1994 - November 1995
CRI (formerly known as Rehabilitation Specialists)   November 1992 - November 1994

Skills
Retirement Planning, Annuities, IRA's, Estate Planning, Long Term Care, Financial Planning, Retirement, Disability Insurance, Wealth Management, 401k, Strategic Financial..., Fixed Annuities, Securities, Portfolio Management, Small Business, Long-term Care, IRAs, Financial Services, Investments

Education
Medical College of Ohio   1990 — 1992
Bachelor of Science, Physical Therapy

Bowling Green State University   1987 — 1990
Bachelor of Science, Physical Therapy/Therapist

Erica Eng Erica Eng Washington D.C. Metro Area Details
Erica Eng's New York Life Insurance Company Experience February 2011 - July 2011
Job IT Project Manager at Chemonics International
Industry Information Technology and Services
Experience
Chemonics International  August 2015 - Present
WHITE  May 2015 - Present
WHITE  April 2014 - Present
BRTRC  September 2011 - April 2014
Sinclair Advisory Group   June 2011 - September 2011
New York Life Insurance Company   February 2011 - July 2011

Education
Boston University   2013 — 2015
Master's of Science

The College of William and Mary - The Mason School of Business   2007 — 2011
Bachelor in Business Administration

Simpson G Turley III Simpson G Turley III Washington D.C. Metro Area Details
Simpson G Turley III's New York Life Insurance Company Experience April 2010 - May 2014
Job CEO at STJ Solutions
Industry Management Consulting
Experience
STJ Solutions   March 2015 - Present
SunTrust Investment Services  May 2014 - December 2014
New York Life Insurance Company   April 2010 - May 2014

Skills
Investment Management, Estate Planning, Retirement Planning, Insurance, Succession Planning, Charitable Gift Planning, Account Management, Business Analysis, Investments, Securities, Fixed Annuities, Mutual Funds, Life Insurance, Long-term Care, Finance, Retirement, Financial Planners, Risk Management, Fixed Income, Wealth Management, Wealth Accumulation, Asset Allocation, Strategic Financial..., Series 7, Long Term Care Insurance, Variable Annuities, Financial Planning

Education
Boston University   2014 — 2015
Certificate in Financial Planning, Financial Planning and Services

Howard University   2004 — 2008
BBA, Management

Canisius High School   1999 — 2003

City honors

Bjorn Kapstad Bjorn Kapstad Bolton, Massachusetts Details
Bjorn Kapstad's New York Life Insurance Company Experience January 2014 - July 2015
Job Financial Services, Retirement Planning
Industry Financial Services
Experience
New York Life Insurance Company   January 2014 - July 2015

Education
Boston University   1975 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General

Jonathan Mendes Jonathan Mendes Greater Boston Area Details
Jonathan Mendes's New York Life Insurance Company Experience June 2011 - August 2011
Job Senior Consultant at Ryan
Industry Financial Services
Experience
Ryan  December 2014 - Present
WTP Advisors  June 2012 - December 2014
New York Life Insurance Company   June 2011 - August 2011

Education
Boston College - Wallace E. Carroll Graduate School of Management   2015 — 2018
Master of Business Administration (M.B.A.)

Providence College   2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance

Casey Harrison Casey Harrison Greater Boston Area Details
Casey Harrison's New York Life Insurance Company Experience September 2011 - January 2012
Job Senior Associate at Radford
Industry Human Resources
Experience
Radford  July 2014 - Present
Pegasystems  June 2012 - July 2014
EnerNOC  January 2012 - May 2012
New York Life Insurance Company   September 2011 - January 2012
Barclays Capital  June 2011 - August 2011
Merchant Warehouse  September 2010 - April 2011
ICAD  June 2010 - August 2010

Skills
Recruiting, SAP BI, SAP R/3, Crystal Reports, ADP, Salesforce.com, iVantage, Accolo, Taleo, Paychex, QuickBooks, Microsoft Excel, Benefits Administration

Education
Boston College - Carroll School of Management   2008 — 2012
Bachelor of Science (B.S.), Human Resource Management, Accounting

Dawn Clifford Dawn Clifford Greater New York City Area Details
Dawn Clifford's New York Life Insurance Company Experience February 2009 - November 2012
Job Distribution management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2013 - Present
New York Life Insurance Company   February 2009 - November 2012
New York Life Insurance Company   February 2009 - November 2012
The Hartford  2007 - 2008
Nationwide Financial  1991 - 2007

Skills
Series 6, Fixed Annuities, Life Insurance, Retirement Planning, Variab, Variable Life, Wealth Preservation..., Advanced Marketing, Business Planning, Estate Planning, Charitable Gift Planning

Education
Bowling Green State University
Bachelor of Arts (B.A.)

Ohio Northern University—Claude W. Pettit College of Law
Doctor of Law (JD), Tax Law/Taxation

Jonathan Dagle Jonathan Dagle Greater Boston Area Details
Jonathan Dagle's New York Life Insurance Company Experience July 2012 - December 2012
Job REIT Operations Analyst at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management  October 2014 - Present
BNY Mellon  December 2012 - October 2014
New York Life Insurance Company   July 2012 - December 2012
Gemline  January 2012 - May 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Bloomberg Terminal, V Lookups, MS Excel Pivot Tables, Account Reconciliation, ERP, Social Networking, Management

Education
Boston University - School of Management   2008 — 2012
Bachelor's Degree, Finance, Operations Management, Minor Economics

Rita Jay Rita Jay Tustin, California Details
Rita Jay's New York Life Insurance Company Experience 2011 - 2012
Job Customer Service RepresentativeCredit at Nordstrom
Industry Banking
Experience
Nordstrom  October 2012 - Present
Freemantle Media  July 2012 - Present
Verizon Amphitheatre   April 2012 - Present
American Radio Network  2012 - Present
reel ladies   2011 - 2012
Appleone  2011 - 2012
New York Life Insurance Company   2011 - 2012
Liberty Tax Service  2011 - 2012

Skills
Customer Service, People Skills, Fast Learner, Radio Broadcasting, Receptionist Duties, Office Management, Sales, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Editing, Digital TV, Voice Over, Singer-songwriter, Dance Education

Education
The School of the Art Institute of Chicago/California   2012 — 2015
Bachelor of Science, Digital Film and Video Production

The Academy of Radio and TV Broadcasting   2009 — 2010
Diploma in Radio Broadcasting, Broadasting, 2.0

Cuyahoga Community College   2002 — 2004
some college courses, Customer Service Support/Call Center/Teleservice Operation, 2.0

Bowling Green State University   1990 — 1992
some college

Crossroads Talent & Management
actors classroom, Acting

One Source Talent Agency
Fashion Modeling, Print

Elvita Isenia Elvita Isenia Greater Boston Area Details
Elvita Isenia's New York Life Insurance Company Experience September 2014 - May 2015
Job "We have more possibilities available in each moment than we realize." Thich Nhat Hanh
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company   September 2014 - May 2015
SARELVI   May 2011 - June 2014
Kliniek Dr. J. Taams   April 2012 - October 2013
Cambridge Trust Company  October 1994 - December 2009

Skills
Organizational..., Management Consulting, Project Implementation, Project Planning, Leading People, Analysis, Team Building, Budgeting, Banking, Business Analysis, Business Strategy, Business Planning, Customer Relations, Employee Relations, Financial Analysis, Financial Planning, Financial Reporting, Team Leadership, Microsoft Office, Negotiation, Projects, Quality Assurance, Quality Management, Research, Risk Management, Supervision, Underwriting, Writing, Windows, Finance, Teaching Adults, Portfolio Management, Recruiting, Coaching, Training, Change Management, Healthcare, Project Management, Credit, Strategic Planning, Loans, Credit Risk, Wealth Management, Customer Service, Leadership, Management, Mortgage Lending, Financial Services

Education
Boston University   2006 — 2008
Online courses, Financial Planning and Services

Simmons College - Simmons School of Management   1993 — 1994
MBA, Business Administration

Boston University   1989 — 1993
BA, Economics, Statistics

Cynthia Huang Cynthia Huang Greater New York City Area Details
Cynthia Huang's New York Life Insurance Company Experience June 2012 - August 2012
Job Analyst at HSBC
Industry Marketing and Advertising
Experience
HSBC Securities  March 2014 - Present
New York Life Insurance Company   June 2012 - August 2012
KPMG  February 2012 - May 2012
People's Insurance Company of China  May 2011 - August 2011
Boston University International Programs Office   September 2010 - May 2011
Boston University Association of Literary Scholars and Critics Organization   September 2010 - May 2011
Xiamen Securities Trading Company   June 2010 - August 2010

Skills
PowerPoint, QuickBooks, Microsoft Excel, Management, Research, Finance, Marketing Management, Pricing Strategy, Access

Education
Boston University - School of Management   2009 — 2013
Bachelor of Science (BS), Marketing

East Brunswick High School   2005 — 2009
High School Diploma

Danilo Gomez Danilo Gomez Boston, Massachusetts Details
Danilo Gomez's New York Life Insurance Company Experience June 2006 - October 2007
Job Chief Compliance Officer at Essex Securities LLC
Industry Financial Services
Experience
Essex Securities LLC   October 2014 - Present
Army National Guard  August 2007 - Present
Santander Securities  October 2013 - October 2014
Santander Bank, N.A.   November 2012 - October 2013
Santander Bank, N.A.   September 2011 - November 2012
Merrill Lynch  October 2009 - July 2011
Bank of America  October 2007 - October 2009
New York Life Insurance Company   June 2006 - October 2007
Auto-torium   August 2004 - June 2006
Netspoke  2001 - 2002

Skills
Series 7, Series 63, Series 6, Portfolio Management, Series 24, Series 65, Series 4, Series 53, FINRA, Management, Finance, Financial Services

Education
Suffolk Law School   2011 — 2015
Doctor of Law (JD)

Boston University - Metropolitan College   2010 — 2011
Financial Planning and Services

Greater Lawrence Technical School   1996 — 2000
High School Diploma

Thomas Jacobson Thomas Jacobson New York, New York Details
Thomas Jacobson's New York Life Insurance Company Experience September 2015 - Present
Job Sr. Project Manager for an Enterprise Technology Group
Industry Information Technology and Services
Experience
New York Life Insurance Company   September 2015 - Present
Cigna  January 2013 - September 2015
SunGard Financial Systems  June 2010 - November 2012
SunGard Availability Services  March 2007 - December 2009
Computer Sciences Corporation  2005 - 2007
Freelance  2004 - 2005
CA (Concord Communications)   2000 - 2004
Comdisco (Prism Communications)   1999 - 2000
AOL (MovieFone)   1998 - 1999

Skills
Data Center, Business Continuity, Disaster Recovery, TCP/IP, Unix, Integration, Servers, Network Administration, High Availability, Troubleshooting, System Administration, ITIL, Linux, Virtualization, Enterprise Architecture, VMware ESX, Project Management, Cloud Computing, VMware, Storage, Security, Storage Area Networks, Telecommunications, Program Management, Perl, Managed Services, Visio, Software Documentation, IT Management, Databases, IT Service Management, IT Operations, Management, Enterprise Software, Infrastructure, Networking, Testing, WAN, Hardware, Information Technology, SAN, Routers, System Deployment, Vendor Management, IT Strategy, PMP, Cross-functional Team..., Network Security, Leadership, SDLC

Education
Boston University   2000 — 2000
Oracle Administration

GTE Government Systems   1993 — 1993
SatCom

Nortel Networks
Layer Two and Three Switching

Pace University
Science

Sun Microsystems
PERL, Shell, SED, and AWK Programming

Villanova University
Project Management

Dan Connor Dan Connor Cincinnati, Ohio Details
Dan Connor's New York Life Insurance Company Experience September 2011 - September 2014
Job Financial Services Representative at The Innova Financial Group
Industry Financial Services
Experience
The Innova Financial Group  October 2014 - Present
New York Life Insurance Company   September 2011 - September 2014
Quizno's  January 2004 - January 2010
The Walt Disney Company  October 1988 - September 1994

Skills
Retirement, Retirement Planning, Insurance, Estate Planning, Investments, 401k Rollovers, Annuity Sales, Wealth Preservation..., Customer Service, Investment Strategies, Finance, Securities, Financial Services, Sales, Team Building, Life Insurance, Small Business, Leadership, Fixed Annuities, Disability Insurance, Management

Education
Bowling Green State University   1983 — 1988
BS, Business

St. Fracis DeSales   1980 — 1983

Blake Bellefeuille Blake Bellefeuille Greater Boston Area Details
Blake Bellefeuille's New York Life Insurance Company Experience July 2011 - July 2013
Job Financial Services Professional
Industry Financial Services
Experience
Citizens Bank  November 2013 - Present
New York Life Insurance Company   July 2011 - July 2013
Stealth Construction USA INC   April 2008 - December 2010
Charlotte Checkers  September 2005 - April 2008
Norfolk Admirals Hockey Club  September 2003 - April 2004
Columbus Blue Jackets & Syracuse Crunch   September 2000 - April 2003

Education
Boston College - Carroll School of Management   1997 — 2000
BS, General Management

Framingham High

Gabriel Thomas Tom Pauling Gabriel Thomas Tom Pauling Boston, Massachusetts Details
Gabriel Thomas Tom Pauling's New York Life Insurance Company Experience December 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   December 2010 - Present
Sugarman and Sugarman, P.C.   August 1994 - August 2009
Coldwell Banker Residential Brokerage  April 1976 - January 1991
Frederick Douglass Senior High School   September 1974 - May 1976

Skills
Estate Planning, Financial Services, Life Insurance, Retirement Planning, Investments, 401(k) Rollovers, Wealth Preservation..., Licensed in Long Term...

Education
Boston College Law School   1991 — 1994
J.D., Law

University of Virginia   1971 — 1974
Masters, Education

University of Virginia   1967 — 1971
Bachelor of Science, Engineering

Jeff Eichner Jeff Eichner Greater New York City Area Details
Jeff Eichner's New York Life Insurance Company Experience November 1973 - Present
Job Educating clients on Wealth Building & Protection, Wealth Distribution, and Wealth Conservation stages of their life
Industry Financial Services
Experience
Strategic Financial Group LLC  November 1973 - Present
New York Life Insurance Company   November 1973 - Present

Skills
Estate Planning, Insurance, Retirement Planning, Wealth Preservation..., Annuity Sales, 401k Rollovers, Lifetime Income..., Personal Finance, Retirement Income..., Life Insurance...

Education
New York Law School   1981 — 1984
Juris Doctor

Boston University   1969 — 1973
BSBA, Accounting

Herricks High   1966 — 1969

Richard Hoberman, Managing Partner New York Life Insurance Richard Hoberman, Managing Partner New York Life Insurance Stratford, Connecticut Details
Richard Hoberman, Managing Partner New York Life Insurance's New York Life Insurance Company Experience April 2007 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company   April 2007 - Present

Skills
Leadership, FINRA, Financial Services, Wealth, Series 65, Asset Allocation, Buy-sell Agreements, Management, Life Insurance, 401k Rollovers, Sales, Roth IRA, Finance, Business Planning, Employee Benefits, Investment Strategies, Personal Finance, College Savings Plans, Wealth Management..., Investments, Small Business, Wealth Accumulation, Recruiting, Fixed Annuities, IRAs, Insurance, Retirement, Retirement Planning, Disability Insurance, Estate Planning, Financial Planning, Long-term Care, Securities

Education
Boston University School of Law   1981 — 1984
JD, Business Law

Emory University   1977 — 1981
BA, Political Science and Psychology

Lawrence High School   1974 — 1977

Abbye Suskin Abbye Suskin Greater New York City Area Details
Abbye Suskin's New York Life Insurance Company Experience 1996 - 1999
Job Vice President, Americas Transaction Lead Deutsche Bank at JLL
Industry Real Estate
Experience
JLL  2014 - Present
Newmark Grubb Knight Frank  2010 - 2014
Newmark Knight Frank  March 2010 - March 2013
Time Inc.  2006 - 2010
AIG  2003 - 2006
Ivy Equities Management, Inc.   2001 - 2003
American Express  1999 - 2001
New York Life Insurance Company   1996 - 1999
Chemical Bank  1989 - 1996
Chase Manhattan Corporation  1987 - 1989

Skills
Corporate Real Estate, Investment Properties, Site Selection, Real Estate, Tenant, Leases, Location Intelligence, Landlord, Lease Administration, Commercial Real Estate, Real Estate Transactions, REO, Disposition, Real Estate Economics, Facilities Management, Relocation, Real Estate Development, Property Management, Portfolio Management, Brokerage, International Real..., Due Diligence, Commercial Leasing, Real Estate Financing, Property, Financial Analysis, Commercial Real Estate..., Lease Negotiations, Tenant Representation, Transaction Management, Landlords, Mergers & Acquisitions, Contract Negotiation

Education
New York University   1988 — 1991
MS, Real Estate

Boston University Questrom School of Business   1980 — 1984
BS-BA, Mangement & Marketing

Carrie Griffin Carrie Griffin Burlington, Vermont Area Details
Carrie Griffin's New York Life Insurance Company Experience July 2005 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
NAIFA Vermont   July 2013 - Present
Fleischer Jacobs Group  August 2009 - Present
Harwood Union High School  2012 - Present
New York Life Insurance Company   July 2005 - July 2009
New York Life Insurance Company VT General Office   July 2005 - July 2009

Skills
Insurance, Financial Advice, Disability Insurance, Retirement Income..., Term Life Insurance, Employee Benefits, Business Planning, Mutual Funds, Long Term Care, Financial Planning, Long-term Care, Strategic Financial..., Retirement, Retirement Planning, Fixed Annuities, Small Business, Life Insurance, IRAs, Long Term Care Insurance

Education
Bowling Green State University   1998 — 2000
M.A., French, Teaching Language

Saint Mary's University of Minnesota   1994 — 1998
B.A., French, English, Coaching

Harwood   1988 — 1994

Kurt A. Hildebrand, MBA, MFP, RFP Kurt A. Hildebrand, MBA, MFP, RFP Columbus, Ohio Area Details
Kurt A. Hildebrand, MBA, MFP, RFP's New York Life Insurance Company Experience August 2003 - May 2007
Job Financial Planner & C.E.O.
Industry Financial Services
Experience
Hildebrand Financial Group, LLC   November 2006 - Present
Capital City Partners  August 2015 - Present
Skylight Financial Group  February 2015 - July 2015
Capital City Partners  June 2009 - February 2015
Transamerica  November 2011 - April 2012
AmeriLife Group LLC  May 2009 - October 2009
LPL Financial  May 2007 - June 2009
New York Life Insurance Company   August 2003 - May 2007

Skills
Estate Planning, Disability Insurance, Long-term Care, Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Long Term Care Insurance, Series 7, Whole Life, Finance, Universal Life, Series 63, Small Business, Employee Benefits, Critical Illness, MFP (Master Financial..., RFP (Registered..., LTCP (Long Term Care..., LUTCF (Life..., FAAFM (Fellow of the..., Series 26, Life, Health, &..., Property & Casualty..., Long Term Care, Investment Products, Business Overhead..., Investments

Education
Ohio Dominican University   2006 — 2007
MBA, Business and Financial Planning

The American College   2003 — 2007
LUTCF & ChFC, Financial Planning and Services

Bowling Green State University   1997 — 2003
Bachelor's Degree, Interpersonal Communication

The Ohio State University   2001 — 2002
Guest Student, Psychology

Mount Gilead High School   1993 — 1997
High School Diploma, College Prep.

Allison Wei Allison Wei Brunswick, Maine Details
Allison Wei's New York Life Insurance Company Experience May 2015 - Present
Job Financial Planning Intern at New York Life Insurance Company
Industry Higher Education
Experience
New York Life Insurance Company   May 2015 - Present

Skills
WordPress, iPhoto, Communication, Interpersonal Skills, Team Leadership, Organization Skills, Management, Microsoft Office

Education
Bowdoin College   2014 — 2018
Bachelor of Arts (B.A.), Economics

Wayland High School   2010 — 2014

John O'Gara John O'Gara New Fairfield, Connecticut Details
John O'Gara's New York Life Insurance Company Experience June 2015 - Present
Job Corporate Intern at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company   June 2015 - Present
Boston College Office of Marketing Communications   2014 - Present
The Ridgewood Country Club  May 2012 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Time Management, Customer Service, Customer Relations, Customer Satisfaction, Organization Skills, Leadership, CPR Certified, Marketing

Education
Boston College   2012 — 2016
Bachelor of Arts (B.A.), Communication and Economics

Venice International University   2014 — 2014
Business, culture, ethics

Stephanie Ng Stephanie Ng Edison, New Jersey Details
Stephanie Ng's New York Life Insurance Company Experience June 2012 - August 2012
Job Fixed Income Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  July 2015 - Present
BNP Paribas  June 2014 - August 2014
UBS Wealth Management  September 2013 - January 2014
GE Capital  June 2013 - August 2013
Citi  January 2013 - January 2013
New York Life Insurance Company   June 2012 - August 2012
GE Capital  2012 - 2012

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Project Planning, Social Networking, Time Management, Priority Management, Social Media, Customer Service, Leadership, Community Outreach, Training

Education
Boston College   2011 — 2015
Bachelor of Science, Dual Concentration: Finance and Management

John P. Stevens High School   2007 — 2011

Allison McDaniel, SPHR Allison McDaniel, SPHR Edgewater, New Jersey Details
Allison McDaniel, SPHR's New York Life Insurance Company Experience 1988 - 1996
Job Human Resources Consultant at Mondelēz International
Industry Insurance
Experience
Mondelēz International  2015 - Present
American International Group, Inc. (AIG)   2011 - 2014
Willis  2006 - 2011
Prudential Financial  1999 - 2006
Bozell  1996 - 1999
New York Life Insurance Company   1988 - 1996

Skills
HRIS, Human Resources, Talent Management, Employee Benefits, Employee Relations, Succession Planning, Recruiting, Benefits Administration, Performance Management, Budgets, Workers Compensation, Training, Interviews, Strategic Human..., Management, Onboarding, Leadership

Education
Saint John's University   1992 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General

Boston University   1984 — 1988
Bachelor's degree, Business Administration and Management, General

Michael Ruffner Michael Ruffner Greater New York City Area Details
Michael Ruffner's New York Life Insurance Company Experience July 1990 - 1996
Job VicePresident Sales/Recruiting
Industry Insurance
Experience
The General Agent for Agents, Inc   May 2000 - Present
The Ruffner Rosenberg Companies   1996 - 2012
New York Life Insurance Company   July 1990 - 1996

Skills
Insurance, Strategic Planning, Health Insurance, Employee Benefits, Advanced Life Sales, Medicare Advantage, Estate Preservation, Accounting, Outlook, Sales Mentoring, PowerPoint, Health Savings Accounts, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Sales, Property & Casualty..., Commercial Insurance, Underwriting, Small Business, Medicare, Term Life Insurance

Education
Boston College   1985 — 1989
Bachelor's degree, Accounting

Walt Whitman HS   1980 — 1984
Regents Diploma, General Studies

Alex Foxen Alex Foxen Cold Spring Harbor, New York Details
Alex Foxen's New York Life Insurance Company Experience September 2013 - March 2014
Job Founding Partner at Causeway Comedy Productions
Industry Financial Services
Experience
Causeway Comedy Productions   January 2015 - Present
Poker  March 2014 - Present
New York Life Insurance Company   September 2013 - March 2014
Tyree  June 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Retirement Planning, Strategic Financial..., Mutual Funds, Outlook, Retirement, Marketing, Investments, Asset Allocation, Securities, Fixed Annuities, Estate Planning, Research, IRAs

Education
Boston College - Carroll School of Management   2009 — 2013
Bachelor's degree, Finance, General

Cold Spring Harbor High School   2004 — 2009

Aaron Resnick Aaron Resnick Greater Chicago Area Details
Aaron Resnick's New York Life Insurance Company Experience May 2010 - May 2011
Job Operations Manager at Trust Lending
Industry Financial Services
Experience
Trust Lending   September 2012 - Present
Mutual of Omaha  October 2011 - September 2012
New York Life Insurance Company   May 2010 - May 2011
Chase Investment Service   October 2005 - May 2010
Arnold Worldwide  2000 - 2004

Skills
Financial Planning

Education
Boston University   1996 — 2000
BA, Economics

Peter Bonhomme Peter Bonhomme Greater Boston Area Details
Peter Bonhomme's New York Life Insurance Company Experience December 2010 - January 2012
Job Customer Service Representative/ Correspondence at Computershare US
Industry Financial Services
Experience
Computershare US  March 2013 - Present
CVS Health  June 2012 - February 2013
New York Life Insurance Company   December 2010 - January 2012
Brockton Educational Center   August 2009 - 2011
US Census Bureau  January 2010 - August 2010
Brockton Temple   January 2007 - 2010
B.C. Tent & Awning Co   June 2003 - August 2004

Skills
Leadership, Customer Service, Logistics, Quality Assurance, Problem Solving, Supervisory Skills, Time Management, Team Management, Microsoft Word, Microsoft Excel, Data Analysis, Computer Proficiency, Strategic Planning, Supply Chain..., Microsoft Office, Data Entry, Social Media, Analysis

Education
Boston University Questrom School of Business   2004 — 2008
BSBA, Accounting minor in Economics

Kathleen Liss Kathleen Liss Greater Detroit Area Details
Kathleen Liss's New York Life Insurance Company Experience March 2008 - August 2008
Job Territory Sales Representative at MSC Industrial Supply
Industry Retail
Experience
The Property Biz   2014 - Present
MSC Industrial Supply  May 2012 - March 2014
Staples  October 2011 - September 2012
Guardian Alarm  August 2008 - August 2010
New York Life Insurance Company   March 2008 - August 2008
Scranton Middle School   August 2003 - May 2006
MOPS  August 1996 - May 2003
First Presbyterian of Brighton   January 1998 - January 2001
Charles Davis and Associates   January 1991 - January 1992
Guardian Alarm  January 1990 - January 1991

Skills
Direct Sales, Staff Supervision, Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Sales, Leadership, Management, Sales Operations, Problem Solving, CRM, Salesforce.com, Time Management

Education
Bowling Green State University   1983 — 1987
BAC

Chris Tobey Chris Tobey Dallas/Fort Worth Area Details
Chris Tobey's New York Life Insurance Company Experience August 1988 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   August 1988 - Present
USA Volleyball, North Texas Region   January 1999 - July 2014

Skills
Retirement, Employee Benefits, Wealth, Retirement Planning, Insurance, Small Business, Fixed Annuities, Health Insurance, Whole Life, Roth IRA, 401k, Guaranteed Lifetime..., Universal Life, Critical Illness

Education
Bowling Green State University   1972 — 1976
BSE, Recreation Management

Grandview Heights High School   1968 — 1972

The American College
CLU, Life Insurance

Diane L. Baker Diane L. Baker San Francisco Bay Area Details
Diane L. Baker's New York Life Insurance Company Experience July 2010 - February 2013
Job Licensed & Registered Service Assistant for Thomas J. Kanaley J.D. Member Agent The Nautilus Group/New York Life Ins Co
Industry Financial Services
Experience
The Nautilus Group/New York Life Insurance Company   February 2013 - Present
New York Life Insurance Company   July 2010 - February 2013
Wachovia Securities  2005 - 2008
Morgan Stanley Smith Barney  2001 - 2005
City of Palo Alto  1991 - 2001

Skills
Finance, Pensions, Strategic Financial..., Retirement Planning, College Savings Plans, Series 7, Fixed Annuities, Series 63, 401k Rollovers, IRAs, Variable Annuities, Life & Health Insurance..., Roth IRA, Long Term Care Insurance, Mutual Funds, Life Insurance, Securities

Education
University of San Francisco   1994 — 1996
Master Public Administration, Accounting

Bowling Green State University
Bachelor of Science, Accounting

Manny Mendoza Manny Mendoza United States Details
Manny Mendoza's New York Life Insurance Company Experience February 1978 - Present
Job Registered Rep at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 1978 - Present

Skills
Series 7, Retirement Planning, Buy-sell Agreements, 529 Plans, Fixed Annuities, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, College Education..., IRAs, Roth IRA, Retirement, Executive Benefit..., Employee Benefits, Disability Insurance, Insurance, Pensions, Key Person Protection, Asset Protection, Bonds, Universal Life, Qualified Retirement..., Financial Planners, Life Insurance, Life & Health Insurance..., Personal Finance, Key Person Insurance, Securities, Series 6, Series 65, 401k, Investment Strategies, Permanent Life Insurance, Long-term Care, Financial Advisory, Strategic Financial..., SEP IRA, Mutual Funds, Investments, Annuity Sales, Term Life Insurance, Estate Planning, Asset Allocation, Health Insurance, 403 b, Wealth, Investment Advisory, Guaranteed Lifetime..., Financial Services, Whole Life

Education
Boston University   1965 — 1969
BS, Film & Communications

New York Military Academy   1961 — 1965

Peter Yaffe, MBA Peter Yaffe, MBA Greater Boston Area Details
Peter Yaffe, MBA's New York Life Insurance Company Experience 2006 - October 2014
Job Financial Adviser offering Financial Services & Insurance for individuals, families, businesses & professionals..
Industry Financial Services
Experience
Santander Investment Services  November 2014 - Present
Newton Public Schools  2009 - Present
Crimson Consulting Collaborative   2009 - Present
Ritchie Financial LLC   2013 - October 2014
NYLIFE Securities, LLC  2006 - October 2014
New York Life Insurance Company   2006 - October 2014
Eagle Strategies, LLC  2006 - October 2014
Metro Identification Systems, Inc.   1987 - 2005

Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Life Insurance, Finance, Wealth Management, Retirement Income..., 401(k) rollovers, Social Security Income..., Financial Services, Small Business, Legacies, Multi-Generational..., Asset Protection, Succession Planning, Family Security, Multi-Generational..., Protection Planning /..., Gifting Strategies, Wealth Preservation..., Key Person Protection

Education
Boston University - Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Management

Tufts University
Bachelor of Science (B.S.), School of Engineering - Civil Engineering

Tufts University
Bachelor of Arts (A.B.), School of Arts and Sciences - Fine Arts

The Rivers School

The American College

The Corporation for Long Term Care

Ariel Lavi Ariel Lavi Roslyn, New York Details
Ariel Lavi's New York Life Insurance Company Experience May 2014 - August 2014
Job Undergraduate Student at Boston University Questrom School of Business
Industry Law Practice
Experience
Child Development Labs at Boston University   January 2015 - Present
G3 Acquisitions, Inc.   July 2014 - January 2015
Hillel at Boston University   September 2014 - December 2014
Mugar Memorial Library  September 2013 - December 2014
New York Life Insurance Company   May 2014 - August 2014
Florence-Chafetz Hillel House at Boston University   September 2013 - May 2014

Skills
Administrative..., Adobe Acrobat, Budget Management, Editing, Event Planning, Final Cut Pro, Microsoft Excel, Microsoft Office, Microsoft Word, Office Equipment, OS X, Outlook, Photoshop, PowerPoint, Research, Sales, Social Networking, Telecommunications, Telemarketing, Typing, Windows 7, WordPress

Education
Boston University   2014 — 2017
Bachelor of Business (B.a.), Business Administration and Management

Boston University   2013 — 2014
Bachelor of Science (B.S.), Mechanical Engineering

Roslyn High School   2009 — 2013
High School Diploma with a Mastery in Science and Math

Jaryd Rudolph Jaryd Rudolph Greater Boston Area Details
Jaryd Rudolph's New York Life Insurance Company Experience May 2014 - June 2015
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  May 2014 - June 2015
New York Life Insurance Company   May 2014 - June 2015

Skills
Business Planning, Mutual Funds, Leadership, Marketing, Teamwork, Analysis, Customer Service, Strategic Planning, Financial Services, Event Planning, Investments, Fixed Annuities, Life Insurance..., 401k Rollovers

Education
Boston College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Silver Lake Regional High School   2006 — 2010
High School

Nicole E. Peterkin Nicole E. Peterkin Greater Boston Area Details
Nicole E. Peterkin's New York Life Insurance Company Experience March 2011 - January 2015
Job Financial Advisor at Peterkin Financial, LLC
Industry Financial Services
Experience
Peterkin Financial, LLC   June 2014 - Present
Eagle Strategies, LLC  May 2014 - January 2015
NYLIFE Securities LLC  March 2011 - January 2015
New York Life Insurance Company   March 2011 - January 2015
State Street  August 2010 - May 2011
Brooks Brothers  May 2008 - August 2010

Skills
Retirement Planning, Insurance, Estate Planning, Investments, Retirement, 401k Rollovers, Small Business, Annuity Sales, Asset Protection, Licensed Life Insurance..., Multi-generational..., Time Management, Wealth Preservation..., Financial Analysis, Protection..., Thought Leadership, Personal Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Succession Planning, Education Funding..., Life Insurance..., Personal Finance, Public Speaking, Supplements to Employee..., Workshop Facilitation, Creative Problem Solving, Grandchild Gifting, Account Management, Risk Management, Building Relationships, Business Exit Strategy, Business Insurance..., Business Succession..., Charitable Giving, Communication, IRA Rollovers, Leadership, Lifetime Income..., Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Wealth Accumulation, Financial Planners, Long-term Care, Financial Planning, Relationship Building

Education
University of Massachusetts Boston   2009 — 2011
BS- Management, MIS and Finance, 3.94

Boston University   2007 — 2009
Psychology, Management

Mansfield High School   2002 — 2006

Stephanie Picardat Stephanie Picardat Greater Boston Area Details
Stephanie Picardat's New York Life Insurance Company Experience March 2013 - August 2014
Job IT Financial Planning Analyst at Tufts Health Plan
Industry Financial Services
Experience
Tufts Health Plan  August 2014 - Present
New York Life Insurance Company   March 2013 - August 2014
Invensys  2011 - 2012

Skills
Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Spanish, PowerPoint, Access, Analysis, Leadership, Risk Management, Customer Service, Research, Outlook, Insurance, Training, Social Media, VBA, Sales, Account Management, Banking, Negotiation, Statistics, Strategic Planning

Education
Boston University   2008 — 2010
M.S., Actuarial Science

Boston University   2004 — 2008
B.A., Psychology

Ransom Everglades   1998 — 2004

Maura Birenbaum/NYLB Maura Birenbaum/NYLB Norfolk, Massachusetts Details
Maura Birenbaum/NYLB's New York Life Insurance Company Experience February 2001 - Present
Job Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2001 - Present

Skills
Leadership, Retirement, Employee Benefits, Risk Management, Insurance, Financial Analysis, Mergers & Acquisitions

Education
Boston College   1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General

Boston College   1988 — 1992
English Language and Literature/Letters

Kelly Byrne Kelly Byrne Greater New York City Area Details
Kelly Byrne's New York Life Insurance Company Experience July 2011 - December 2011
Job Account Manager at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media  February 2015 - Present
Hill Holliday  March 2014 - January 2015
Hill Holliday  August 2012 - March 2014
Mullen  June 2012 - August 2012
Boston College - Carroll School of Management  September 2009 - June 2012
New York Life Insurance Company   July 2011 - December 2011
Essex County Country Club  May 2009 - August 2010

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows

Education
Boston College   2008 — 2012
Bachelor of Arts (BA), Economics, Communications

Montclair Kimberly Academy   2004 — 2008
High School diploma

Steven Artz Steven Artz Genoa, Ohio Details
Steven Artz's New York Life Insurance Company Experience July 2012 - December 2012
Job Financial professional who assists individuals with financial decisions by analyzing data and presenting reports
Industry Financial Services
Experience
Ohio Air National Guard  March 2009 - Present
Cutillo Inc   January 2006 - December 2013
New York Life Insurance Company   July 2012 - December 2012

Skills
Insurance, Analysis, Accounting, Finance, Leadership, Retirement, Customer Service, Team Building, Public Speaking, Microsoft Office, Strategic Planning, Sales, Process Improvement, Microsoft Excel, Team Leadership, Training, PowerPoint, Cold Calling, Outlook, Time Management, Management, Inventory Management, Teamwork, Marketing, Sales Operations, Government, Customer Satisfaction, Logistics, Supervisory Skills, Interviews, Budgets, Data Analysis, Microsoft Word, Data Entry, Forecasting

Education
Bowling Green State University   2010 — 2012
Bachelor of Science, Business Administration; Finance

Owens State Community College   1995 — 1998
Associates Degree, Applied Science, Architectural Construction Major

Alan Horvitz Alan Horvitz Orleans, Massachusetts Details
Alan Horvitz's New York Life Insurance Company Experience 2008 - 2013
Job Business Owner
Industry Retail
Experience
Cape House Shop Hallmark   2014 - Present
Santander Investment Services  2013 - 2014
NYLIFE Securities LLC  2009 - 2013
New York Life Insurance Company   2008 - 2013
Imported Foods Corp.   1985 - 2008

Skills
Estate Planning, Retirement Planning, Succession Planning, Fixed Annuities, Securities, Investments, Insurance, Life Insurance, Long-term Care, Series 63, Retirement, Mutual Funds, IRAs, Wealth Management, Wealth Accumulation, 401k, Disability Insurance, Long Term Care, Annuities, Insurance Planning, Series 6, Financial Services, Roth IRA, Permanent Life Insurance, 529 Plans, Asset Allocation, 401k Rollovers, College Savings Plans, Long Term Care Insurance, Variable Annuities, FINRA, Risk Management, Financial Advisory, Strategic Financial...

Education
Boston University - School of Management   1981 — 1985
BS, Business Administration / Finance

The American College
LUTCF

Marcia Bateman Marcia Bateman Greater Los Angeles Area Details
Marcia Bateman's New York Life Insurance Company Experience
Job
Industry Financial Services
Experience
New York Life Insurance Company  

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training

Education
New England Conservatory of Music   1997 — 2000
Master of Music, Opera Performance

Boston University   1993 — 1997
Bachelor’s Degree, Music

Joseph Celestin Joseph Celestin Brunswick, Maine Details
Joseph Celestin's New York Life Insurance Company Experience May 2014 - August 2014
Job Executive Assistant at FareHarbor
Industry Higher Education
Experience
FareHarbor  August 2015 - Present
Masque and Gown   September 2014 - June 2015
New York Life Insurance Company   May 2014 - August 2014
George J. Mitchell Department of Special Collections and Archives   June 2013 - August 2013
Jen Lyman Coaching   May 2012 - August 2012
Petrocelli Financial Services   May 2011 - August 2011

Skills
Research, Microsoft Office, Interviewing Skills, Writing, Social Media, Marketing, Facebook, Editing, Teaching, Data Analysis

Education
Bowdoin College   2011 — 2015
Bachelor of Arts (B.A.), Anthropology and Classics

The University of Glasgow   2013 — 2013
Study Abroad, Anthropology and Classics

Hopkins School   2007 — 2011
High School Diploma, Anthropology and Classics

Joseph Harrold Joseph Harrold Greater Boston Area Details
Joseph Harrold's New York Life Insurance Company Experience June 2014 - Present
Job Corporate Vice President of Market Development in MA and RI
Industry Financial Services
Experience
New York Life Insurance Company   June 2014 - Present
New York Life Insurance Company   October 2008 - May 2014
New York Life Insurance Company   September 1999 - September 2008

Skills
Marketing, Leadership, Market Development, Social Media Marketing, Public Speaking, Volunteering, Building Community..., Nonprofits, Community Outreach, Relationship Management, Workshop Facilitation, Personal Finance, Problem Solving, Life Insurance..., Lifetime Income..., Strategic Planning, Public Relations

Education
Boston College Law School   1992 — 1995
Juris Doctor, Law

University of Massachusetts, Amherst   1988 — 1992
BA, Legal Studies

Norwood High School   1985 — 1988

Aaron O'Neal Aaron O'Neal Greater Boston Area Details
Aaron O'Neal's New York Life Insurance Company Experience June 2011 - February 2012
Job Branch Manager at Hertz Local Edition
Industry Consumer Services
Experience
Hertz Local Edition  June 2012 - Present
New York Life Insurance Company   June 2011 - February 2012

Skills
Wealth Management, Estate Planning, Financial Planning, Insurance, Retirement Planning, Long Term Care, Annuities, Securities, 401k, Security, Series 6, Series 63, Management, Sales, Financial Reporting, Microsoft Office

Education
Boston University   2007 — 2011
Bachelor's, Economics, 3.01

Boston University   2007 — 2011
BA of Economics, Economics

Asia Mosyak Asia Mosyak Newton Center, Massachusetts Details
Asia Mosyak's New York Life Insurance Company Experience Corps MemberTeach For America2010 - 2012
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   Corps MemberTeach For America2010 - 2012

Skills
Fixed Annuities, Estate Planning, Financial Analysis, Mutual Funds, Data Analysis, Life Insurance, Microsoft Excel, Small Business, Retirement, Retirement Planning

Education
Boston University   2007 — 2010
Bachelor's degree

Rafael Avramov Rafael Avramov Greater New York City Area Details
Rafael Avramov's New York Life Insurance Company Experience 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   2015 - Present
NYLIFE Securities LLC  2015 - Present
adidas  2013 - 2015
adidas  2008 - 2013
Kmart Corporation  2007 - 2008
Finish Line  2004 - 2007

Skills
Leadership, Sales, Personal Finance, Retirement Planning, 401k Rollovers, Education Funding, Risk Management, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Planning, Marketing, P&L, Human Resources, Strategy, Management, Competitive Analysis, Talent Acquisition, Coaching, Business Operations, Process Improvement, Analysis, Driving Results, Merchandising, Pricing, Retail, Store Management, Training, Inventory Management, Visual Merchandising, Loss Prevention, Performance Management, Recruiting, Profit, Budgets, Customer Service, Store Operations, Sales Operations, Assortment, P&L Management, New Store Development, Hiring, Big Box, Merchandise Planning, People Development

Education
Boston University   2010 — 2012
Master of Science (M.Sc.), Business Continuity, Security and Risk Management

Ithaca College   2000 — 2004
Bachelor of Science, Business Administration/Finance

Phillip Rothman Phillip Rothman New York, New York Details
Phillip Rothman's New York Life Insurance Company Experience March 2010 - October 2012
Job CoFounder at The RSi Group
Industry Financial Services
Experience
The RSi Group   January 2015 - Present
IPB Financial   October 2012 - Present
New York Life Insurance Company   March 2010 - October 2012

Skills
Social Media, Marketing, Investments, Finance, Public Speaking, Financial Analysis, Social Networking, Leadership, Financial Modeling, Advertising

Education
Tulane University   2005 — 2009
BS, Finance

Boston University   2005 — 2005
BS, Finance, General

Columbia Prep   2001 — 2005

Adam Rafalowicz Adam Rafalowicz New York, New York Details
Adam Rafalowicz's New York Life Insurance Company Experience 2011 - 2012
Job Hospitality Professional
Industry Hospitality
Experience
The 1770 House Inn & Restaurant   May 2013 - December 2014
New York Life Insurance Company   2011 - 2012
UBS Wealth Management  May 2010 - August 2010
Flowers Inc   May 2009 - August 2009
Perfecta Designs   May 2007 - August 2007

Skills
Wealth Management, Investments, Financial Analysis, Equities, Mergers & Acquisitions, Data Analysis, Retirement Planning, OpenTable, MICROS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint

Education
Cornell University   2015 — 2015
Certificate in Hotel Real Estate Investments and Asset Management, Hospitality Administration/Management

NYU School of Professional Studies   2015 — 2015
Certificate in Hotel Management, Hospitality Administration/Management

Boston University Questrom School of Business
Bachelor of Science, Business Administration; Finance

Dustin Jennings Dustin Jennings Columbus, Ohio Area Details
Dustin Jennings's New York Life Insurance Company Experience 2008 - 2009
Job Associate, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  2012 - Present
PNC Investments (Unofficial)   2010 - 2012
Allstate  2009 - 2010
New York Life Insurance Company   2008 - 2009
The State Bank & Trust Company   2005 - 2008

Skills
Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Research, Finance, PowerPoint, Sales, Training, Public Speaking, Accuracy & Quality, Processing Efficiency, Task Management, Relationship Development, Continuous Improvement, Business Development, Training & Awareness, Investment..., Regulatory Reviews, Compliance, Administrative..., Infrastructure..., New Business, Relationship Management, Research & Analysis, Trend Awareness, Reporting, ETF Processing, SPSS, Python, Weka, SQL, MS Office, Customer Service, Team Building, Financial Analysis, Process Improvement, Banking, Risk Management, Analysis, Investments, Mutual Funds, Project Management, Portfolio Management, Financial Planning

Education
The Defiance College
Master of Business Administration (M.B.A.), Leadership

The Defiance College
Master’s Degree, Master of Business & Organizational Leadership (MBOL)

Bowling Green State University
Bachelor’s Degree, Liberal Studies

Kevin Gates, CLU Kevin Gates, CLU Providence, Rhode Island Area Details
Kevin Gates, CLU's New York Life Insurance Company Experience April 2014 - Present
Job Registered Representative at New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC  April 2014 - Present
New York Life Insurance Company   April 2014 - Present
New York Life  September 2003 - March 2014
Amerada Hess Corporation  October 2000 - April 2003
TXU / Enserch Energy   April 1986 - August 1998

Skills
Insurance, Investments, Sales, Small Business, Retirement Planning, Business Planning, Strategic Planning, Sales Management, Strategic Financial..., New Business Development, Leadership, Public Speaking, Business Development, Team Building, Financial Services

Education
Boston College   1981 — 1985
BS, Biology

David Grebber David Grebber Greater Boston Area Details
David Grebber's New York Life Insurance Company Experience January 2015 - Present
Job Advanced Markets attorney with ERISA, insurance, tax, business development, and complex estate planning experience.
Industry Law Practice
Experience
New York Life Insurance Company   January 2015 - Present
Farmers Life Insurance Company   June 2009 - January 2015
MetLife  May 2005 - May 2009
MFS Investment Management  1994 - 2004
Sun Life of Canada  April 1990 - June 1994

Skills
Employee Benefits, Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Securities, Investments, Financial Services, Life Insurance, Financial Planners, IRAs, Finance

Education
Boston University School of Law   1991 — 1994
LLM, Tax Law

Western New England College School of Law   1986 — 1989
JD, Law

University of Rochester   1982 — 1986
BA, English

Needham High School   1979 — 1982

Matthew Zikaras Matthew Zikaras Fairfield, Connecticut Details
Matthew Zikaras's New York Life Insurance Company Experience May 2011 - August 2011
Job Leveraged Acquisition Finance Analyst at Bank of Ireland
Industry Financial Services
Experience
Bank of Ireland  January 2015 - Present
K2 Advisors  July 2013 - December 2014
PNC  July 2012 - August 2012
New York Life Insurance Company   May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word

Education
Boston College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Bocconi University   2012 — 2012
Study Abroad Program

Hopkins School   2003 — 2009

Joseph Malkiewich Joseph Malkiewich Greater New York City Area Details
Joseph Malkiewich's New York Life Insurance Company Experience June 2015 - Present
Job Director Senior Associate 2
Industry Accounting
Experience
New York Life Insurance Company   June 2015 - Present
New York Life Insurance Company   March 2014 - June 2015
New York Life Insurance Company   June 2011 - March 2014
New York Life Insurance Company   May 2009 - June 2011
New York Life Insurance Company   May 2008 - August 2008
New York Life Insurance Company   May 2008 - August 2008

Skills
FLMI Designation Level 1, Finance, Microsoft Office, Auditing, Analysis, Accounting, Marketing, Microsoft Excel, Management, Investments

Education
Boston University   2005 — 2009
B.S.B.A, Finance; Accounting

Boston University - School of Management   2005 — 2009
B.S.B.A., Bachelors of Science, Business Administration; Finance, Accounting

Boston University Questrom School of Business   2005 — 2009
B.S.B.A., Finance; Accounting

CORE

Mark Joslyn Mark Joslyn Greater Chicago Area Details
Mark Joslyn's New York Life Insurance Company Experience 2012 - Present
Job Showing clients insurance alternatives to maximize wealth and estate preservation.
Industry Financial Services
Experience
New York Life Insurance Company   2012 - Present
New York Life Insurance Company   2004 - Present
Country Financial  2010 - June 2011
Country Financial  2010 - 2010
AYSO  2000 - 2010
PBCC  1981 - 2003

Skills
Insurance, Risk Management, Retirement Planning, Disability Insurance, Microsoft Office, Wealth Management, Employee Benefits, Budgets, Coaching, Small Business, Life Insurance, New Business Development, 401k, Account Management, Accounting, Asset Management, Banking, Business Development, Business Planning, Contract Negotiation, Due Diligence, Estate Planning, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Investments, Long-term Care, Management, Public Speaking, Real Estate, Retirement, Sales, Sales Management, Securities, Strategic Financial..., Strategic Planning, Team Building

Education
Loyola University of Chicago - Graduate School of Business   1980 — 1982
MBA

Boston College   1975 — 1979
B.S., Finance

Atonn Smeltzer Atonn Smeltzer Bowling Green, Ohio Details
Atonn Smeltzer's New York Life Insurance Company Experience May 2012 - Present
Job Devoted Financial Services Professional, helping families and businesses take the guesswork out of their financial goals
Industry Insurance
Experience
NYLIFE Securities LLC  January 2013 - Present
New York Life Insurance Company   May 2012 - Present

Skills
Retirement, 401(k) Rollovers, Life Insurance, Retirement Planning, Investments, Long-Term Care Insurance, Key Person Protection, Small Business, LGBT Planning, Fixed Annuities, Estate Planning, Licensed Life Insurance..., Public Speaking, Leadership, Succession Planning, Protection..., Business Insurance...

Education
Bowling Green State University   2004 — 2011
Bachelor of Arts, Music Performance, Computer Science

Baldwin Wallace University
No degree received, Voice and Opera

Mara O'Malley Mara O'Malley Greater New York City Area Details
Mara O'Malley's New York Life Insurance Company Experience August 2010 - July 2011
Job Judicial Intern at Nassau County Supreme Court
Industry Financial Services
Experience
Hofstra University - School of Law  August 2012 - Present
Nassau County Supreme Court  May 2013 - August 2013
Baker, Sanders, Barshay, Grossman, Fass, Muhlstock & Neuwirth, LLC   March 2011 - August 2012
New York Life Insurance Company   August 2010 - July 2011
Boston University: School of General Studies   September 2004 - December 2007

Skills
Litigation, Westlaw, Civil Litigation, Arbitration, Legal Writing, PACER

Education
Hofstra University School of Law   2012 — 2015
J.D.

Boston University   2004 — 2008
BFA

London Academy of Music and Dramatic Arts   2007 — 2007
Theater

Newfound Regional High School   2000 — 2004

Casey Fleming Casey Fleming Greater New York City Area Details
Casey Fleming's New York Life Insurance Company Experience July 2009 - Present
Job Financial Systems Analyst and Actuarial Studies
Industry Insurance
Experience
Society of Actuaries examinations   May 2012 - Present
New York Life Insurance Company   July 2009 - Present
SKY BLUE: Women’s Professional Soccer   April 2008 - August 2008
CAMP FUNPLEX   April 2002 - January 2008
St. Joseph’s Youth Group   January 2002 - January 2006

Skills
Actuarial Science, Microsoft Office, Microsoft Excel, Access, Outlook, Lotus Notes, Rumba, REALbasic

Education
Boston College - Carroll School of Management   2005 — 2009
Bachelor of Science, Finance and Accounting

Seton Hall Preparatory School   2001 — 2005

Nate Moody Nate Moody Gorham, Maine Details
Nate Moody's New York Life Insurance Company Experience February 2015 - Present
Job Licensed Intern at New York Life
Industry Financial Services
Experience
New York Life Insurance Company   February 2015 - Present
Mosley Financial Group   February 2015 - Present
Real Estate Holdings   2010 - 2014
Connolly Financial Services   May 2012 - June 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Financial Planning, Retirement Planning, Wealth Management, Project Management, Microsoft Word, Leadership, Fixed Annuities, Strategic Planning, Social Media, Economics, Teamwork, Data Analysis, Statistics, Life Insurance

Education
Bowdoin College   2012 — 2016
Bachelor of Arts (B.A.) with Minor in Mathematics, Majors: Economics, Environmental Studies

Gorham High School   2008 — 2012
High School Diploma, 4.0

Irene Kerr Irene Kerr Hartford, Connecticut Area Details
Irene Kerr's New York Life Insurance Company Experience 1987 - 1988
Job
Industry Information Technology and Services
Experience
Vertafore  July 2009 - Present
Computer Associates (CA) - formerly Cullinet Software   1988 - 1992
New York Life Insurance Company   1987 - 1988
Pratt & Whitney  1985 - 1987

Education
Boston College   1981 — 1985
Bachelor of Arts (BA), Mathematics and Computer Science

Amanda Anastasio, LICSW, RYT Amanda Anastasio, LICSW, RYT Greater Boston Area Details
Amanda Anastasio, LICSW, RYT's New York Life Insurance Company Experience July 2004 - September 2007
Job Clinician in Private Practice
Industry Hospital & Health Care
Experience
Institute for Health and Recovery, Inc.   May 2013 - Present
Crane Therapeutics, LLC   January 2013 - Present
AllOne Health Resources  August 2011 - June 2013
Cambridge Hosptial   March 2010 - March 2011
Eliot Community Human Services  November 2009 - February 2011
New York Life Insurance Company   July 2004 - September 2007

Skills
Adults, Case Managment, Treatment, Psychology, Crisis Intervention, Adolescents, Military Families, Psychotherapy, Wellness, Clinical Research, Social Services, Motivational..., Therapists, Mental Health, Mental Health Counseling, Program Evaluation, Group Therapy, Yoga, Case Management

Education
Simmons College   2007 — 2009
Masters in Social Work

Boston University   2000 — 2004
B.A., Psychology and French Language

Miruna Serman Miruna Serman Greater New York City Area Details
Miruna Serman's New York Life Insurance Company Experience March 2008 - June 2013
Job Oracle Developer at New York Life
Industry Information Technology and Services
Experience
Hachette Book Group  July 2013 - June 2014
New York Life Insurance Company   March 2008 - June 2013
Carter's  March 2006 - March 2008
Hewitt Associates  June 2004 - October 2005

Skills
oracle, .net, Crystal Reports, Erwin, Java, javascript, jQuery, HTML, CSS, Flex, Visio, .NET, Oracle, JavaScript

Education
Boston University   2010 — 2013
MS, Database Management & Business Intelligence, 3.9

Sacred Heart University   2000 — 2004
BS, Computer Science, 3.9

Liceul Pedagogic

Dana Linett-Silber Dana Linett-Silber New York, New York Details
Dana Linett-Silber's New York Life Insurance Company Experience 2010 - 2015
Job Freelance Copywriter/Content Strategist at Natural Resources Defense Council (NRDC)
Industry Writing and Editing
Experience
Natural Resources Defense Council (NRDC)   April 2015 - Present
Freelance  January 2004 - Present
MetLife  December 2014 - February 2015
MetLife  December 2014 - February 2015
New York Life Insurance Company   2010 - 2015
Brandemix  2006 - 2010
Harris Publications  2005 - 2006
Conde Nast/Lucky Magazine   2001 - 2005

Skills
Copywriting, Social Media, Publishing, Creative Writing, Feature Articles, Web Content, Public Relations, Storytelling, Media Relations, Speech Writing, Proofreading, Freelance Writing, Magazines, Newspaper, News Writing, Ap Style, Publications, Online Journalism, Newsletters, Ghostwriting, AP Style, Marketing Communications, Creative Direction, Beauty Industry, Advertising, Social Media Marketing, Newspapers, Content Strategy, Fashion, Fashion Writing, Travel Writing, Internal Communications, Content Development, Publicity, Corporate Communications

Education
Boston University
Bachelor of Science (B.S.), Journalism

Ramaz

Luke G. Meekins Luke G. Meekins Boston, Massachusetts Details
Luke G. Meekins's New York Life Insurance Company Experience May 1993 - January 1995
Job Owner and Managing Director at FleetStar Financial
Industry Financial Services
Experience
FleetStar Financial   November 2004 - Present
Bank of America  January 1995 - November 2004
New York Life Insurance Company   May 1993 - January 1995

Skills
Wealth Management, Financial Services, Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long-term Care, Social Security, Fixed Annuities, Indexed Annuities

Education
Boston University Graduate School of Management   1996 — 2002
Master of Business Administration (MBA), Concentration in Finance

University of Massachusetts, Amherst   1989 — 1993
Bachelor of Arts (B.A.), Political Science

Bernard Harris Bernard Harris Greater Boston Area Details
Bernard Harris's New York Life Insurance Company Experience October 2014 - Present
Job Licensed Agent Helping Individuals and Families With Their Planning
Industry Insurance
Experience
New York Life Insurance Company   October 2014 - Present
ProMutual Group  August 2003 - January 2014

Skills
Property & Casualty..., Insurance, Legal Liability, Liability, Microsoft Office, Project Management, Reinsurance, Professional Liability, Microsoft Excel, Customer Service

Education
Boston University   2001 — 2002

Brandon Rogers Brandon Rogers Fort Lauderdale, Florida Details
Brandon Rogers's New York Life Insurance Company Experience 2011 - 2012
Job Director of Admissions at Recovery Unplugged Treatment Center
Industry Hospital & Health Care
Experience
Recovery Unplugged  2013 - Present
The Recovery Place  June 2012 - September 2013
New York Life Insurance Company   2011 - 2012
Campbell City School District   2010 - 2011

Skills
Salesforce.com, Marketing, Mental Health, Health Insurance, CRM, Public Relations, Community Outreach, Healthcare, Sales, Business Development, Verification, Customer Service, Education, Behavioral Health, Addiction Recovery, Chemical Dependency, Training, Mental Health Counseling, Entrepreneurship, Crisis Intervention, Compassion

Education
Florida International University   2011 — 2012
Master of Business Administration (MBA)

Bowling Green State University   2006 — 2010
Dual Bachelor of Arts (BA), Psychology & Sociology

Jeff Tarleton Jeff Tarleton Baltimore, Maryland Area Details
Jeff Tarleton's New York Life Insurance Company Experience June 1993 - September 1997
Job Management Professional
Industry Executive Office
Experience
Stevenson University  January 2007 - Present
Center for Social Change  August 2011 - August 2013
Gerstung   September 1997 - August 2011
New York Life Insurance Company   June 1993 - September 1997
TransFinancial   1991 - 1992
M & M Syndications, Inc., Sigma Sound, Editmasters   May 1989 - May 1991
Signal Capital Corp.   January 1984 - May 1988
Bank of Boston  June 1980 - January 1984

Skills
Management, Training, Sales, Operations Management, Accounting, Finance, Recruiting, Program Management, Nonprofits, Payroll, Time Management, Sales Management, Event Planning, Business Planning, Higher Education, Leadership, Human Resources, Project Management, Strategic Planning, Insurance, Budgets, Marketing, Non-profits, Employee Benefits, Environmental Awareness, Employee Training, HR Policies, Customer Service, Bookkeeping, Commercial Banking, Sports Marketing, Sports Management, Project Planning, Negotiation, Public Speaking, Analysis, University Teaching, cash flow management, Personal Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   1978 — 1980
MBA, Finance, Marketing

Curry College   1974 — 1978
BA, Management

Masconomet   1970 — 1974
diploma, college prep

Richard Noyes Richard Noyes Raleigh-Durham, North Carolina Area Details
Richard Noyes's New York Life Insurance Company Experience December 2009 - May 2012
Job Agent at Alliance America
Industry Financial Services
Experience
Alliance America   June 2012 - Present
New York Life Insurance Company   December 2009 - May 2012
AdviCoach  December 2007 - October 2010
Richard Noyes, Inc.   July 2000 - September 2005
AT&T Solutions  May 1999 - June 2000
Richard Noyes, Inc.   March 1995 - April 1999
Walsh Lowe & Associates   October 1994 - March 1995
Bell Atlantic  1973 - 1994

Skills
Leadership Development, Retirement Planning, Small Business, Strategic Financial..., Strategic Planning, Business Development, Insurance, Finance, Estate Planning, Business Planning, Mergers & Acquisitions, Fixed Annuities, Investments, Project Planning, Executive Management, Tax, Management Consulting, Entrepreneurship, Leadership, Start-ups, Employee Benefits, Budgets, Strategy, Networking, Executive Coaching, Consulting, Training, Team Building, Management, New Business Development, Sales, Business Strategy

Education
Boston College   1968 — 1972
BA, Economics/English

Glen Ridge High School   1964 — 1968

Amanda Creedon Amanda Creedon Greater Boston Area Details
Amanda Creedon's New York Life Insurance Company Experience May 2014 - September 2014
Job J.D. Candidate at Boston College Law School
Industry Legal Services
Experience
Sunstein Kann Murphy & Timbers LLP  January 2015 - August 2015
Law offices of Iannella and Mummolo  May 2014 - December 2014
New York Life Insurance Company   May 2014 - September 2014
Preston Todd Advisors  February 2014 - May 2014
McNeil, Gray and Rice  January 2014 - May 2014

Skills
Microsoft Office

Education
Boston College Law School   2015 — 2018
Doctor of Law (J.D.)

Boston College   2011 — 2015
Economics

Stephen Della Penna Stephen Della Penna Greater Philadelphia Area Details
Stephen Della Penna's New York Life Insurance Company Experience August 2007 - April 2009
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Legal Services
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   September 2014 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   May 2013 - July 2013
Blank Rome LLP  October 2011 - August 2012
SunGard  April 2009 - August 2010
New York Life Insurance Company   August 2007 - April 2009

Education
Temple University - James E. Beasley School of Law   2011 — 2014
Doctor of Law (JD), Law

Boston College   1998 — 2003
BA, History

Regis High School   1994 — 1998

Michael Wiseman Michael Wiseman Boston, Massachusetts Details
Michael Wiseman's New York Life Insurance Company Experience May 2007 - May 2010
Job Vice President, Commercial Real Estate Lending at Norwood Bank
Industry Banking
Experience
Norwood Bank  October 2014 - Present
Santander US  June 2012 - October 2014
Sovereign Bank  May 2010 - June 2012
New York Life Insurance Company   May 2007 - May 2010

Skills
Credit, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Loans, Cash Management, Credit Analysis, Credit Risk, Lines Of Credit, Management, Commercial Mortgages, Real Estate Transactions, Real Estate Financing, Commercial Real Estate

Education
Boston University   2013 — 2014
Commercial Real Estate Finance

Keene State College   2003 — 2007
Business Management

Andrew Morgens Andrew Morgens Greater Boston Area Details
Andrew Morgens's New York Life Insurance Company Experience October 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC  April 2014 - Present
New York Life Insurance Company   October 2013 - Present
Morgens Properties New England, LLC   June 2008 - Present

Skills
Relationship Management, Building Relationships, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Key Person Insurance, Supplements to Employee..., Charitable Giving, Gifting Strategies, Legacy Planning, Multi-Generational..., Wealth Preservation..., Wealth Transfer..., Asset Protection, Retirement Planning, 401(k) Rollovers, IRA Rollovers, Investments, Education Funding..., Licensed Life Insurance..., Licensed in Long Term..., Life Insurance..., Life Insurance, Finance, Strategy, Asset Management, Mutual Funds, Retirement, Insurance, Securities, Financial Services, Portfolio Management

Education
Boston College - Carroll Graduate School of Management   2001 — 2003
MBA, Finance

Bowdoin College   1990 — 1994
BA, Biology

Westminster Schools

Christine Sweeney Tourigny Christine Sweeney Tourigny Greater Boston Area Details
Christine Sweeney Tourigny's New York Life Insurance Company Experience 1996 - 1998
Job Consultant/Contractor
Industry Information Technology and Services
Experience
self-employed  2005 - Present
Fidelity Investments  August 2001 - April 2005
S&H Greenpoints  2000 - 2001
Hewitt Associates  1991 - 2000
New York Life Insurance Company   1996 - 1998

Skills
Business Process..., Financial Services, Business Analysis, Program Management, Information Technology, Product Management, IT Strategy, Business Process..., Software Project..., Process Improvement, Cross-functional Team..., Project Management, Consulting

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2000
MBA

University of Connecticut   1987 — 1991

Mona Brewster, MBA Mona Brewster, MBA Greater Boston Area Details
Mona Brewster, MBA's New York Life Insurance Company Experience March 2008 - June 2011
Job Customercentric. Approaches problem solving with originality, creativity, and compassion.
Industry Retail
Experience
Movado Group, Inc  October 2011 - Present
Snowden International School  February 2013 - June 2014
New York Life Insurance Company   March 2008 - June 2011
United Way of Massachusetts Bay  January 2005 - December 2006
United South End Settlements  May 2002 - January 2005

Education
Simmons College - Simmons School of Management
MBA, Business Administration and Management

Boston University
BS, Interdisciplinary Studies

Harvard University
AFP/CASE Fellowship, Institutional Development

Doug Barone Doug Barone Greater Boston Area Details
Doug Barone's New York Life Insurance Company Experience January 2000 - March 2009
Job Professions, LLC
Industry Financial Services
Experience
Professions, LLC   August 2012 - Present
Penn Mutual  2007 - 2011
New York Life Insurance Company   January 2000 - March 2009

Skills
LEAP,FNA,Morningstar, Talent Acquisition, Leadership, Applicant Tracking..., Internet Recruiting, Training, Sourcing, College Recruiting, Talent Management, Onboarding, Technical Recruiting, Interviews, Employee Relations, Management, Human Resources, Building Relationships, Benefits Administration, Performance Management, Strategy, Screening, Employee Training

Education
Boston University
Master of Arts (M.A.)

Dwight School,New York, N.Y.

Mount Saint Mary's College,Maryland
B.A.., Political Science

Stu Bergman Stu Bergman Springfield, Massachusetts Area Details
Stu Bergman's New York Life Insurance Company Experience March 2011 - Present
Job VP, Product Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2011 - Present
MassMutual  November 2004 - September 2010
Phoenix Insurance   1990 - 2004

Skills
Marketing Strategy, Sales Management, Product Management, Series 24, Investments, Insurance, Risk Management, Strategic Financial..., 401k, Fixed Annuities, Disability Insurance, Management, Series 63, Marketing, Financial Services, Sales, New Business Development, Retirement, Series 6, Securities, Retirement Planning, Leadership, Mutual Funds, Wealth Management, Strategy, Selling

Education
Boston University School of Law   1987 — 1988
LLM, tax

Suffolk University Law School   1984 — 1987
JD, general law

University of Hartford   1983 — 1984
MBA, Investment Finance

University of Hartford   1980 — 1983
BS, Accounting

Ashutosh (Ash) Sohoni, PhD Ashutosh (Ash) Sohoni, PhD Troy, Michigan Details
Ashutosh (Ash) Sohoni, PhD's New York Life Insurance Company Experience August 2015 - Present
Job Finance Professional
Industry Financial Services
Experience
New York Life Insurance Company   August 2015 - Present
Chicago Design Matters Foundation   November 2009 - Present
Academy of Architecture   June 1999 - May 2002
Rizvi College of Architecture   June 1999 - April 2000
Dept of Architecture, De Montfort University   September 1996 - June 1998
Dept of Architecture, De Montfort University   September 1996 - June 1998
PRASADA, De Montfort University   September 1996 - 1998
Faculty of Built Environment, University of Central England   February 1992 - June 1996
Group Artec   May 1991 - December 1991
Group Artec   May 1990 - May 1991

Skills
Higher Education, Architecture, Student Affairs, Curriculum Development, Photoshop, Architectural Design, InDesign, International Education, Rendering, Interior Design, Lecturing, College Teaching, Student Development, Academic Advising, Architectures, Design Research, Microsoft Office, Research

Education
Bowling Green State University   2014 — 2016
Finance, Finance, General (CFP)

De Montfort University   1995 — 1998
Doctor of Philosophy (PhD), Architecture

Birmingham City University   1991 — 1995
Master of Philosophy (MPhil), Architecture

Academy of Architecture (Rachna Sansad)   1986 — 1991
Bachelor of Architecture (B.Arch), Architecture

Karyn Crosby Karyn Crosby Greater New York City Area Details
Karyn Crosby's New York Life Insurance Company Experience November 2014 - Present
Job Senior Associate, New York Life Real Estate Investors
Industry Real Estate
Experience
New York Life Insurance Company   November 2014 - Present
Ackman-Ziff  May 2013 - August 2013
Fidelus Technologies  January 2010 - March 2012
Fidelus Technologies  October 2008 - April 2010
Johnson & Johnson Corporate  June 2005 - September 2008

Skills
Process Improvement, Project Management, Six Sigma, Cross-functional Team..., Change Management, Procurement, Logistics, Team Leadership, Forecasting, Lean Manufacturing, Continuous Improvement, Business Strategy, Vendor Management, Data Analysis, Product Management, Program Management, Business Process..., Strategy, Management, Project Planning, Product Development, Strategic Planning, Management Consulting

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2012 — 2014
Master of Business Administration (MBA)

Penn State University   2001 — 2005
Supply Chain & Information Systems

Boston University Questrom School of Business   2002 — 2002
Finance

Nicole Bercovici Weiss Nicole Bercovici Weiss Greater New York City Area Details
Nicole Bercovici Weiss's New York Life Insurance Company Experience December 2010 - April 2013
Job Marketing Manager (Social Media and Content Marketing) at LexisNexis
Industry Financial Services
Experience
LexisNexis  April 2013 - Present
New York Life Insurance Company   December 2010 - April 2013
New York Life Insurance Company   March 2009 - December 2010
New York Life Insurance Company   March 2006 - March 2009
New York Life Insurance Company   September 2000 - March 2003
Bernard Hodes Advertising  September 1999 - September 2000
Cass Communications  August 1998 - August 1999
Hill & Knowlton  August 1997 - August 1998

Skills
Social Media, Social Media Marketing, Social Networking, Corporate Social Media, Marketing Communications, Word Of Mouth Marketing, Facebook, Digital Marketing, Web Content Management, Integrated Marketing, SEO, Content Strategy, Strategic Communications, Online Advertising, Content Management, Advertising, Public Relations, SEM, Web Analytics, Corporate Communications, Brand Awareness, User Experience, Mobile Marketing, Web Content, Email Marketing, Direct Marketing, Google Analytics, Digital Strategy, Content Development, Internal Communications, Copywriting, Marketing, Digital Media, Marketing Strategy, Interactive Marketing, Online Marketing, Strategy, Web Services, Publishing, B2B Marketing, Lead Generation, Google Adwords

Education
Boston University   1993 — 1997
Bachelor's degree, Communications

Dr. Neela R. Soman MBA, LUTCF Dr. Neela R. Soman MBA, LUTCF Greater New York City Area Details
Dr. Neela R. Soman MBA, LUTCF's New York Life Insurance Company Experience November 2008 - Present
Job at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2008 - Present
Information marketing, Marketing & Strategy Consultant, JV Specialist   January 2007 - October 2008

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Marketing

H.H.Maharaja's College for Women, University of Kerala
B.S, Chemistry Major; Physics & Mathematics, Minor

Iowa State University
Ph.D., Molecular Genetics/Molecular/Biology

University of Kerala
M.S., Biochemistry

Sonali Kelkar Sonali Kelkar Greater Boston Area Details
Sonali Kelkar's New York Life Insurance Company Experience August 2011 - March 2015
Job Sr. SQL Server DBA at John Hancock
Industry Marketing and Advertising
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Insurance Company   August 2011 - March 2015
State Street  March 2008 - August 2011
Direxxis, Inc.   October 2007 - January 2008
Lawson Software  March 2000 - January 2005
Account4   2000 - 2005
Thermax culligan Water treatment   October 1996 - July 1998
Thermax Culligan Water Technologies Ltd.   1995 - 1997
Milton Plastic Ltd   January 1994 - September 1996

Skills
Database Design, Oracle, Microsoft SQL Server, Databases, SQL, Database Administration, Data Warehousing, Quality Assurance, SDLC, Performance Tuning, ETL, Replication, Disaster Recovery, PL/SQL, T-SQL, Windows Server, Requirements Analysis, Operating Systems

Education
Boston University   1998 — 1998
Certificate, Client server programming

Maharashtra Institute of Technology   1989 — 1993
BE, Polymer Engineering, Pune

University of Pune   1989 — 1993
BE, Polymer

Richard Seth Hudson, J.D. Richard Seth Hudson, J.D. Perrysburg, Ohio Details
Richard Seth Hudson, J.D.'s New York Life Insurance Company Experience December 2011 - Present
Job Financial Services Professional at NYLIFE Securitites LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  June 2012 - Present
New York Life Insurance Company   December 2011 - Present
Hickory Farms  1999 - 2007

Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-Tasking Skills, Time Management, Thought Leadership

Education
Boston University   1978 — 1982
BA, English Literature

Cheltenham High School   1975 — 1978

Tyler Trickler Tyler Trickler Boston, Massachusetts Details
Tyler Trickler's New York Life Insurance Company Experience 2007 - 2009
Job Group Manager at Professional Staffing Group
Industry Staffing and Recruiting
Experience
Professional Staffing Group  2014 - Present
Reliant Financial Group   2013 - 2014
Reliant Financial Group   2012 - 2013
Verizon Wireless City   2009 - 2012
New York Life Insurance Company   2007 - 2009

Skills
Sales, Training, Management, Sales Operations, Sales Management, Account Management, Leadership, New Business Development, Team Building, Recruiting, Customer Service, Salesforce.com, Strategic Planning, Time Management, Social Networking, Public Speaking, Small Business, Sourcing

Education
Boston University - School of Management   2014 — 2017
Master of Business Administration (MBA)

University of Massachusetts, Amherst   2012 — 2013
Bachelor's degree, Business

Johnson State College   2003 — 2005
Some College, Business

Vichentie Milea Vichentie Milea Greater New York City Area Details
Vichentie Milea's New York Life Insurance Company Experience 2000 - 2004
Job Citibank, CCAR
Industry Financial Services
Experience
Citi  September 2015 - Present
Synchrony Financial  August 2014 - July 2015
KPMG US  March 2011 - August 2014
AIG Financial Products  October 2007 - August 2009
Hypo Vereinsbank Bank   April 2005 - October 2007
Calyon Securities and Millennium Partners -   January 2004 - April 2005
New York Life Insurance Company   2000 - 2004

Skills
Fixed Income, Capital Markets, Derivatives, Equities, Risk Management, Bloomberg, Investment Banking, Hedge Funds, Securities, Swaps, Settlement, FX Options, Options, Middle Office, Asset Managment, Banking, Internal Controls, Internal Audit, Project Management, Management Consulting, Finance, Investments, Asset Management

Education
Boston University   1995 — 1999
International Relations

Boston University   1995 — 1999
BA, International Relations; International Business and Economics; Latin America

Andrew Meinbresse Andrew Meinbresse Greater New York City Area Details
Andrew Meinbresse's New York Life Insurance Company Experience May 2012 - July 2014
Job District Manager | Garden State North
Industry Financial Services
Experience
VALIC  July 2014 - Present
New York Life Insurance Company   May 2012 - July 2014
AXA Advisors  January 2008 - May 2012
AXA Advisors  December 2004 - January 2008

Skills
Retirement Planning, Investments, Wealth Accumulation, Management, Training, Finance, Small Business, Recruiting, Wealth, Strategic Financial..., Retirement, Securities, Financial Planners, Business Planning

Education
Pennsylvania State University-Erie Campus   2001 — 2004
Finance, Personal Finance

Bowling Green State University   2000 — 2001
Finance

Upper St Clair   1997 — 2000

David Seto David Seto Greater New York City Area Details
David Seto's New York Life Insurance Company Experience June 2011 - Present
Job Senior Director New York Life Investment Management
Industry Investment Management
Experience
New York Life Insurance Company   June 2011 - Present
Morgan Stanley Investment Management  October 2009 - June 2011
Spes Investment Advisory, Inc.   February 2009 - September 2009
Robeco Investment Management  July 2005 - December 2008
Neuberger Berman  October 1997 - July 2005
Lord Abbett  July 1991 - October 1997
Lexington Management Corp   November 1986 - July 1991

Skills
Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Securities, Mutual Funds, CDO, CMBS, ABS, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Investment Strategies, Wealth Management, Bloomberg, Series 7

Education
Michigan State University - The Eli Broad College of Business   1985 — 1986
MBA, Finance

Boston University Questrom School of Business   1978 — 1982
BS/BA, Accounting

Justin DeSantis Justin DeSantis Providence, Rhode Island Area Details
Justin DeSantis's New York Life Insurance Company Experience January 2010 - Present
Job Case Analyst at New York Life Insurance Company
Industry Sports
Experience
New York Life Insurance Company   January 2010 - Present
Boston University Athletics  October 2009 - December 2009
Boston University  2008 - 2008
Newport Gulls  2008 - 2008
Boston University  2005 - 2008
WEEI  September 2007 - December 2007
NESN  December 2006 - April 2007

Skills
Sports, Baseball, Hockey, Facebook, Social Media, Final Cut Pro, Event Planning, Editing, Blogging, Press Releases, Video Editing, Radio Broadcasting, Microsoft Office, Research, Social Networking, Broadcast Journalism, Journalism, Broadcast, Public Speaking

Education
Boston University   2004 — 2008
Bachelor of Science, Broadcast Journalism

Daniel McGrory, CIA, MBA Daniel McGrory, CIA, MBA Greater Boston Area Details
Daniel McGrory, CIA, MBA's New York Life Insurance Company Experience August 2009 - June 2010
Job Director of Finance at Massachusetts Department of Revenue/Child Support Enforcement Division
Industry Financial Services
Experience
Massachusetts Department of Revenue/Child Support Enforcement Division   December 2014 - Present
Massachusetts Department of Revenue/Child Support Enforcement Division   July 2014 - December 2014
Bunker Hill Community College  January 2014 - May 2014
Fidelity Investments  June 2010 - January 2013
New York Life Insurance Company   August 2009 - June 2010
State Street (Legacy Investors Bank & Trust)   October 2006 - October 2008
Control Solutions International  March 2006 - October 2006
Computershare  1995 - 2005
Bank of Boston  1990 - 1995
The Boston Company  September 1988 - June 1990

Skills
Vendor Management, Risk Management, Financial Risk, Mutual Funds, Fixed Income, Project Management, Financial Services, Operations Management, Securities, Equities, Portfolio Management, Internal Audit, Corporate Actions, Change Management, Analysis, Mergers & Acquisitions, Trading, Cash Management, Forecasting, Auditing, Process Improvement, Banking, Finance, Management, Asset Management, Business Planning, Fund Accounting, Investments, Capital Markets

Education
Suffolk University   1979 — 1981
MBA, Finance

Stonehill College   1973 — 1977
BSBA, Marketing

Boston Latin School   1968 — 1973

Todd Beaird Todd Beaird Dallas/Fort Worth Area Details
Todd Beaird's New York Life Insurance Company Experience January 2011 - July 2015
Job Director Advanced Planning at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  August 2015 - Present
New York Life Insurance Company   January 2011 - July 2015
Estate Strategies Group   September 2003 - January 2011
ITW  October 1998 - August 2003
The Motley Fool  January 1999 - January 2001
Northern Trust  January 1995 - January 1998

Skills
Financial Planners, Strategic Financial..., Microsoft Excel, Legal Research, Spreadsheets, Strategic Planning, Tax, Financial Analysis, Statistics, Financial Modeling, Estate Planning, Finance, Tax Law, Cash Flow, Asset Allocation, Wealth Management, Investment Strategies, Financial Planning

Education
Boston University School of Law   1992 — 1993
LL.M, Taxation

Northwestern School of Law of Lewis and Clark College   1988 — 1991
Juris Doctor

Lewis and Clark College   1984 — 1988
Bachelor of Arts, Economics

Douglas Rand Douglas Rand Greater Boston Area Details
Douglas Rand's New York Life Insurance Company Experience 2003 - 2004
Job Investment Management Operations Analyst at State Street
Industry Financial Services
Experience
State Street  March 2014 - Present
Army National Guard  March 2013 - Present
John Hancock Life Insurance Company (U.S.A.)   January 2012 - March 2013
State Street Bank  April 2007 - December 2010
Fidelity National Information Services  May 2004 - December 2006
New York Life Insurance Company   2003 - 2004

Skills
Mutual Funds, Financial Modeling, Financial Analysis, Financial Services, Investments, Analysis, Fixed Income, Finance, Securities, Equities, Business Analysis

Education
Boston University - School of Management
Master of Business Administration (MBA)

Suffolk University
Sawyer School of Business, Graduate Coursework

University of Massachusetts Dartmouth
BA, History

Jeffrey LaCourse Jeffrey LaCourse Portland, Maine Area Details
Jeffrey LaCourse's New York Life Insurance Company Experience October 2002 - May 2003
Job Advisor at Allstate Financial
Industry Financial Services
Experience
Allstate Financial  January 2009 - Present
Allstate Insurance Company  January 2009 - Present
Baystate Financial Services, LLC   June 2007 - June 2008
National Life Insurance Company of Vermont   May 2003 - May 2007
New York Life Insurance Company   October 2002 - May 2003
Law Office of James L. Audiffred   September 2001 - September 2002

Education
Boston University
CFP, Certified Financial Planner

Thomas M. Cooley Law School
JD, Law

UNH School of Law
MIP, Master's Intellectual Property

University of Southern Maine
BA, Philosophy

Arlin Felix Arlin Felix Greater New York City Area Details
Arlin Felix's New York Life Insurance Company Experience November 2010 - Present
Job Protector of the future for families and individuals at New York LIfe
Industry Insurance
Experience
New York Life Insurance Company   November 2010 - Present

Education
Boston University   1999 — 2004
Chemistry, B.A., Science Education

Shuchen Lin Shuchen Lin New York, New York Details
Shuchen Lin's New York Life Insurance Company Experience November 2013 - Present
Job Business Analyst
Industry Financial Services
Experience
New York Life Insurance Company   November 2013 - Present
The Hartford  July 2011 - November 2013
Boston University Sourcing   January 2011 - May 2011

Skills
Data Analysis, Visio, SharePoint, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, SQL, Market Research, Customer Service, Business Analysis, Process Improvement, Analysis

Education
Boston University - School of Management   2007 — 2011
Bachelor's degree, Management Information Systems, General

Fudan University   2010 — 2011

Francis Owusu, CFA Francis Owusu, CFA New York, New York Details
Francis Owusu, CFA's New York Life Insurance Company Experience June 1994 - June 2003
Job Senior Vice President/Senior Research Analyst at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments  January 2013 - Present
PineBridge Investments  March 2010 - Present
AIG Investments  2008 - March 2010
Merrill Lynch  2006 - 2008
The Williams Capital Group, L.P.   2005 - 2006
Kenmar Global Investment   2003 - 2005
New York Life Insurance Company   June 1994 - June 2003

Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Capital Markets, Portfolio Management, Valuation, Investments, Investment Management, Derivatives, Asset Allocation, Financial Modeling, Emerging Markets, Investment Strategies

Education
Dartmouth College   1977 — 1981
B.A., Engineering Sciences

Boston University Graduate School of Management
M.B.A, Finance

Edward Reams Edward Reams Phoenix, Arizona Details
Edward Reams's New York Life Insurance Company Experience 2011 - 2011
Job Worldwide PartnerDirector at Every Watt Matters
Industry Program Development
Experience
Aflac  July 2014 - Present
Every Watt Matters  June 2013 - Present
Every Watt Matters  2008 - 2015
Colonial Life  2014 - 2014
Yark Automotive Group  2011 - 2012
New York Life Insurance Company   2011 - 2011
J.R. Thompson Company   2005 - 2009
Epworth Methodist Church   2000 - 2002
Tuffy Service Centers   1986 - 1996
FM 1047 & WCWA Reams Broadcasting   1984 - 1992

Skills
Employee Benefits, Social Media Marketing, Health Insurance, Disability Insurance, Marketing Strategy, Marketing Communications, Insurance, Lead Generation, Negotiation, New Business Development, Marketing, Cold Calling, Strategy, Selling, Payroll, Social Media, Project Management, Leadership, Account Management, Online Advertising, Consulting, Product Development, Life Insurance, Advertising, Sales Presentations, Direct Mail, Social Networking, Direct Marketing, Small Business, Healthcare, Online Marketing, Business Development, Sales Process, Integrated Marketing, Event Planning, Dentistry, Brand Development, Sales Management, Budgets, Medicare, Strategic Planning, Direct Sales, Sales, Digital Marketing, SEO, Customer Service, Email Marketing, Event Management, B2B, Customer Retention

Education
Bowling Green State University   1978 — 1980
MBA, Marketing -- Consumer Behavior

Ithaca College   1974 — 1978
BS, Communications Management

Ottawa Hills High School

Mark Cadin Mark Cadin Osterville, Massachusetts Details
Mark Cadin's New York Life Insurance Company Experience February 2011 - January 2012
Job
Industry Automotive
Experience
Premier BMW of Cape Cod   March 2014 - Present
Best Chevrolet  January 2014 - March 2014
Best Chevrolet  August 2013 - January 2014
Best Chevrolet  March 2013 - August 2013
PCF - Publishers Circulation Fulfillment  February 2012 - January 2013
New York Life Insurance Company   February 2011 - January 2012
QLess, Inc.   2010 - 2010
E Cubed Consulting   2009 - 2009
Business Solutions International, Inc.   June 2007 - October 2007

Skills
Wealth Management, Financial Modeling, Sales, Financial Analysis, Leadership, Microsoft Excel, Strategic Planning, Team Building, Budgets, PowerPoint, Account Management, New Business Development, Accounting

Education
Boston College   2004 — 2009
Business Management, Finance

Boston College High School   2001 — 2004

Peter Maddocks Peter Maddocks Greater New York City Area Details
Peter Maddocks's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2014 - Present
UBS Wealth Management  July 2012 - January 2013
LPL Financial  June 2010 - July 2012
Merrill Lynch  July 2004 - August 2008
Merrill Lynch  October 2001 - July 2004
Merrill Lynch  January 1999 - September 2001
Merrill Lynch  January 1995 - December 1998

Skills
Series 7, Securities, Wealth Management, Mutual Funds, Series 63, Equities, Investment Advisory, Investments, Alternative Investments, Portfolio Management, FINRA, Fixed Income, Asset Management, Hedge Funds, Financial Services, Acting, Modeling

Education
Boston College   1988 — 1992
Bachelor of Arts (B.A.), Psychology, Business Administration

Fordham Preparatory School   1984 — 1988
High School

Christine Warner Christine Warner Boston, Massachusetts Details
Christine Warner's New York Life Insurance Company Experience June 2009 - August 2009
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  June 2011 - August 2011
YWCA of Greater Pittsburgh  June 2010 - August 2010
New York Life Insurance Company   June 2009 - August 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2013
Master's degree, Accounting

Carnegie Mellon University - Tepper School of Business   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Marilyn Flowers Marilyn Flowers Greater Atlanta Area Details
Marilyn Flowers's New York Life Insurance Company Experience 1974 - Present
Job Financial Adviser at New York Life Insurance Company
Industry Real Estate
Experience
DreamLine Homes, LLC   January 2009 - Present
New York Life Insurance Company   1974 - Present

Education
Boston University
Masters, Education

Emory University
BA, English Literature

Scott Santerre Scott Santerre Portland, Oregon Area Details
Scott Santerre's New York Life Insurance Company Experience August 2007 - April 2014
Job Attorney The Standard
Industry Legal Services
Experience
The Standard  July 2015 - Present
Postlethwaite & Netterville  January 2014 - July 2015
New York Life Insurance Company   August 2007 - April 2014

Education
Suffolk University Law School   2004 — 2007
JD

Boston University   2000 — 2004
BA, Psychology

Jennifer DiResta Tribble Jennifer DiResta Tribble Minneapolis, Minnesota Details
Jennifer DiResta Tribble's New York Life Insurance Company Experience March 2006 - August 2006
Job Project Manager, Professional Development at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   November 2014 - Present
U.S. Bank   May 2014 - October 2014
Advisors Ahead  June 2012 - November 2013
Morgan Stanley Smith Barney  March 2011 - June 2012
Morgan Stanley Smith Barney  September 2006 - March 2011
New York Life Insurance Company   March 2006 - August 2006
First Rehab Life  October 2004 - March 2006

Education
Boston University   1999 — 2003
Bachelor's Degree, Economics, Political Science

Nicholas Jecewiz Nicholas Jecewiz Woodbury, New York Details
Nicholas Jecewiz's New York Life Insurance Company Experience July 2012 - March 2013
Job Financial Planner at AXA Advisors
Industry Financial Services
Experience
AXA Advisors (RBG)   March 2013 - Present
Saint Anthony's High School  March 2012 - March 2015
New York Life Insurance Company   July 2012 - March 2013
The Tomorrow Fund  January 2011 - May 2011
NBCUniversal, Inc.   October 2009 - December 2009
Chemex Pool and Spa Supplies   May 2009 - September 2009

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Student Leadership, Microsoft Access

Education
Providence College   2007 — 2011
Bachelor of Science (B.S.), Business Management

Boston University
London - Study Abroad - Internship Program

Saint Anthony's High School   2003 — 2007

Cathy Warshaw Cathy Warshaw Greater Boston Area Details
Cathy Warshaw's New York Life Insurance Company Experience July 1987 - April 1996
Job
Industry Medical Devices
Experience
Philips  October 2001 - Present
Northwestern Mutual  April 1996 - March 2000
New York Life Insurance Company   July 1987 - April 1996

Education
Boston University   1977 — 1981
Bachelor of Fine Arts, Art

Skidmore College   1975 — 1977
Art

Longmeadow High School   1971 — 1975
Diploma, All relevant fields of study

Tyler Marquardt Tyler Marquardt Greater Atlanta Area Details
Tyler Marquardt's New York Life Insurance Company Experience April 2010 - June 2011
Job Process Engineer
Industry Insurance
Experience
UPS Capital  May 2012 - Present
UPS Capital  October 2011 - May 2012
UPS Capital  June 2011 - October 2011
New York Life Insurance Company   April 2010 - June 2011

Skills
Financial Analysis, Financial Reporting, Insurance, Microsoft Excel, Sales, PowerPoint, Strategic Financial..., Customer Service, Microsoft Office, Management, Risk Management, Investments

Education
Boston College
B.A., Economics

Sophia University
Year-long Exchange Program

HIES

Georgia State University
Master's degree, Actuarial Science; Risk Management and Insurance

Ryan Jacques Ryan Jacques Greater Boston Area Details
Ryan Jacques's New York Life Insurance Company Experience May 2010 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   May 2010 - Present
Boston University School of Law  2007 - 2010

Education
Boston University Questrom School of Business   2006 — 2010
BS, Finance

Central Catholic High School   2002 — 2006

An(Forest) Chen An(Forest) Chen Greater Boston Area Details
An(Forest) Chen's New York Life Insurance Company Experience May 2012 - June 2012
Job Senior Client Service Officer at CTBC Bank
Industry Accounting
Experience
Chinatrust Commercial Bank  March 2014 - Present
Boston University  September 2010 - July 2013
JPMorgan Chase  June 2012 - July 2012
New York Life Insurance Company   May 2012 - June 2012

Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint

Education
Boston University - School of Management   2010 — 2013
Bachelor's degree, Business Administration and Management, General

Guangdong Experimental High School   2005 — 2008

Marshall (As) Marshall (As) Greater New York City Area Details
Marshall (As)'s New York Life Insurance Company Experience 1983 - 1986
Job Senior Cost Analyst at Norhrop Grumman
Industry Defense & Space
Experience
Northrop Grumman Aerospace Systems  Senior Cost AnalystNorhrop GrummanJuly 1986 - Present
New York Life Insurance Company   1983 - 1986

Skills
Cost Accounting

Education
Boston University Graduate School of Management   1968 — 1973
MBA, Accounting and Finance

Morton Duke/NYLIC Morton Duke/NYLIC Greater New York City Area Details
Morton Duke/NYLIC's New York Life Insurance Company Experience Supervise and manage a staff of twelve Suitability Analysts on New Business and Inforce processing. As Securities Principal approve or decline New Business and Inforce transactions.$
Job Senior Suitability Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   Supervise and manage a staff of twelve Suitability Analysts on New Business and Inforce processing. As Securities Principal approve or decline New Business and Inforce transactions.$

Skills
Series 24, Series 7, Series 63

Education
Boston College - Carroll School of Management   1985 — 1989
Bachelor of Science, Accounting

Theresa Ware Theresa Ware Washington D.C. Metro Area Details
Theresa Ware's New York Life Insurance Company Experience July 1985 - October 1987
Job Coordinator, Office of Strategic School Improvement at Baltimore City Public Schools
Industry Primary/Secondary Education
Experience
Baltimore City Public Schools  September 2013 - Present
Prince George's County Public Schools  July 2010 - June 2013
PGCPS  2009 - 2010
Maryland State Department of Education  July 2008 - August 2009
Montgomery County Public Schools  July 2005 - June 2008
Montgomery County Public Schools  August 1998 - June 2005
District of Columbia Public Schools (DCPS)   November 1990 - June 1998
New York Life Insurance Company   July 1985 - October 1987
Dime Savings Bank of New York  October 1984 - July 1985

Skills
Curriculum Design, Educational Leadership, Literacy, Teacher Training, Teaching, Curriculum Development, Differentiated..., K-12, Elementary Education, Community Outreach, Instructional Design, Program Development, Lesson Planning, Data Driven Instruction, Coaching, Language Arts, Teacher Mentoring, Gifted Education, Workshop Facilitation, Leadership Development, Classroom, RTI, Training, Classroom Management, Tutoring, Special Education, Fundraising, Smartboard, Public Speaking, Instructional Technology, Educational Technology, Secondary Education, Technology Integration, Educational Consulting, Curriculum Mapping, Social Studies, Mathematics Education, Education Reform, Professional Learning..., Early Childhood..., Teacher Evaluation, ESL, Middle School, Learning Disabilities, Charter Schools, Adult Education, Education Policy, Student Engagement, Student Counseling, Staff Development

Education
Towson University   2005 — 2006
Educational Leadership

Bowie State University
Master of Education, Reading

University of Maryland Eastern Shore
Bachelor of Science, Business Administration

Karen Hiniker Simons, CFA Karen Hiniker Simons, CFA Greater New York City Area Details
Karen Hiniker Simons, CFA's New York Life Insurance Company Experience 1992 - 1998
Job Sustainable Agriculture/Food Systems
Industry Management Consulting
Experience
Hudson Varick Resources, Ltd   2010 - Present
WellMet Group   1999 - Present
New York Life Insurance Company   1992 - 1998

Skills
Strategic Planning, Management Consulting, Policy, Strategy, Nonprofits, Qualitative Research, Financial Modeling, Research, Entrepreneurship, Financial Analysis, Foundations, Sustainable Agriculture, Investments, Business Development

Education
NYU Wagner School of Public Service
Master of Public Administration, Food and Farm Policy

CFA Institute
Certified Financial Analyst

NYU Stern School of Business
Master of Business Administration, Finance

Boston College
Bachelor of Science, Finance

UConn Master Gardener

Betsy (Conlan) Heisler Betsy (Conlan) Heisler Milwaukee, Wisconsin Details
Betsy (Conlan) Heisler's New York Life Insurance Company Experience January 2002 - August 2008
Job Senior Actuary at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  September 2008 - Present
New York Life Insurance Company   January 2002 - August 2008

Skills
Actuarial Science, Financial Modeling, Financial Reporting, Fixed Annuities, Income Annuities, Life Insurance, Retirement Income..., Variable Annuities

Education
Bowdoin College   1997 — 2001
BA, Mathematics

Matthew Wentland Matthew Wentland Hartford, Connecticut Area Details
Matthew Wentland's New York Life Insurance Company Experience August 2004 - July 2006
Job Compliance Manager, Marketing Review at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  August 2012 - Present
The Hartford  July 2006 - August 2012
New York Life Insurance Company   August 2004 - July 2006
Financial Industry Regulatory Authority  September 2000 - August 2004
NVest Services/New England Funds   September 1998 - August 2000

Skills
FINRA Series 7, FINRA Series 24, FINRA Series 51, Advertising Review, Broker/dealer compliance, Variable life insurance, mutual funds, variable universal life, Marketing Review, Compliance, Private Placements, Customer Service, RIA, Written Supervisory..., Qualified Retirement..., Retirement Savings, Variable Annuities, Series 24, Life Insurance, Mutual Funds, Series 7, Advertising, Insurance, Management, Retirement, Series 63

Education
The Johns Hopkins University   2001 — 2004
MBA, Management

Boston College   1994 — 1998
BA, Political Science

John Sheppeck John Sheppeck Boston, Massachusetts Details
John Sheppeck's New York Life Insurance Company Experience May 2001 - October 2013
Job Assistant Conductor Keolis Commuter Rail
Industry Transportation/Trucking/Railroad
Experience
Keolis  December 2013 - Present
New York Life Insurance Company   May 2001 - October 2013

Education
University of Massachusetts, Amherst   1996 — 2000
Bachelor's

Boston Latin School   1991 — 1996

Leonidas (Lee) Vasilakos Leonidas (Lee) Vasilakos Greater New York City Area Details
Leonidas (Lee) Vasilakos's New York Life Insurance Company Experience May 2012 - August 2012
Job Analyst at GoldPoint Partners LLC
Industry Investment Management
Experience
GoldPoint Partners LLC  June 2015 - Present
New York Life Insurance Company - Statutory Accounting Group   June 2014 - June 2015
New York Life Insurance Company - Insurance Group Financial Reporting   May 2013 - August 2013
New York Life Insurance Company   May 2012 - August 2012

Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, SAP, Time Management, Conversational Greek, Photoshop, Leadership, Conversational Spanish, Word, Adobe Photoshop, Social Networking, Team Leadership, Crystal Reports, Data Analysis

Education
Boston College - Carroll School of Management   2010 — 2014
Bachelor of Science (B.S.), Management, Finance and Economics, Graduate

St. Anthony's High School   2006 — 2010

Scott Sanchez Scott Sanchez Staten Island, New York Details
Scott Sanchez's New York Life Insurance Company Experience October 2012 - Present
Job at
Industry Financial Services
Experience
New York Life Insurance Company   October 2012 - Present
New York Life Insurance Comp   July 2011 - October 2012
New York Life Insurance Company   2005 - 2011
New York Life Insurance Company   July 2000 - 2005

Skills
Investments, Finance, Financial Analysis, Financial Services, Leadership, Business Analysis, Analysis, Project Management

Education
Boston College   1984 — 1988
BS, Computer Science & Finance

Donnamarie Cristina Donnamarie Cristina New York, New York Details
Donnamarie Cristina's New York Life Insurance Company Experience 1993 - 2000
Job Vice President and Corporate Counsel at Jennison Associates
Industry Financial Services
Experience
Jennison Associates  July 2012 - Present
New York Life Investment Management LLC  2000 - March 2012
New York Life Insurance Company   1993 - 2000

Education
Boston University School of Law   1985 — 1988
Doctor of Law (J.D.)

Boston University - School of Management   1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General

Gloria Sherman Gloria Sherman Greater Boston Area Details
Gloria Sherman's New York Life Insurance Company Experience July 1986 - December 1988
Job AVP/ Fund Operations Manager in the Investment / Retirement Services Industry
Industry Financial Services
Experience
ING  March 2007 - May 2013
Putnam Investments  April 1992 - January 2001
William M. Mercer  June 1989 - April 1992
New York Life Insurance Company   July 1986 - December 1988

Skills
Risk Management, Management, Investments, Fixed Income, Leadership, Financial Risk, Retail Banking, Insurance, Process Improvement, Accounting, Banking, Portfolio Management, Pensions, Operations Management, Financial Services, Mutual Funds

Education
Boston University   1988 — 1989
Master of Business Administration (MBA), Investments/Finance

Clark University   1982 — 1986
Bachelor's degree, Math/Business

Nguyen B. Mai, CLU Nguyen B. Mai, CLU Greater Boston Area Details
Nguyen B. Mai, CLU's New York Life Insurance Company Experience March 1993 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 1993 - Present

Education
Boston University
Bachelor of Science (BS)

The American College
CLU

Paul Lydon Paul Lydon Greater Boston Area Details
Paul Lydon's New York Life Insurance Company Experience August 2003 - Present
Job Agent with New York Life helping families and business owners develop sound financial strategies.
Industry
Experience
New York Life Insurance Company   August 2003 - Present
NYLIFE Securities LLC  August 2003 - Present

Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Income Protection, Life Insurance Planning

Education
Boston College
Bachelor’s Degree, Business Administration and Management, General

Robert Fuessler Robert Fuessler Greater New York City Area Details
Robert Fuessler's New York Life Insurance Company Experience May 2009 - August 2009
Job Associate at Smith, Gambrell & Russell, LLP
Industry Law Practice
Experience
Smith, Gambrell & Russell, LLP   February 2015 - Present
Protiviti  September 2013 - February 2015
Hofstra University Securities Arbitration Clinic   August 2012 - May 2013
UNDP  May 2012 - August 2012
Munich Re  May 2011 - August 2011
New York Life Insurance Company   May 2009 - August 2009
Merrill Lynch  June 2008 - August 2008

Skills
Legal Writing, Legal Research, Westlaw

Education
Hofstra University School of Law   2010 — 2013
Doctor of Law (J.D.), Law, 3.63

Boston University - School of Management   2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General

Chaminade High School   2002 — 2006

Christian Attila Christian Attila New York, New York Details
Christian Attila's New York Life Insurance Company Experience November 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   November 2010 - Present
New York Life  2010 - 2013
Citibank  September 2006 - November 2010

Skills
Investments, Portfolio...

Education
Boston University - School of Management

Adrian Maynard Adrian Maynard Lanham, Maryland Details
Adrian Maynard's New York Life Insurance Company Experience October 2013 - Present
Job Experienced Sales/Customer Service Professional
Industry Financial Services
Experience
New York Life Insurance Company   October 2013 - Present
Stanley Black & Decker, Inc.   March 2013 - August 2013
Sherwin Williams  August 2005 - October 2012

Skills
Finance, Investments, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Wealth Management

Education
Bowie State University   2001 — 2007
Bachelor of Business Administration (BBA)

John Murray Jr. John Murray Jr. United States Details
John Murray Jr.'s New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company   March 2013 - Present

Education
Boston University   1984 — 1987
Bachelor of Science (BS), Business Administration and Management, General

Julian Herrera Julian Herrera Woodbury, New York Details
Julian Herrera's New York Life Insurance Company Experience May 2014 - August 2014
Job Student at Boston University
Industry Financial Services
Experience
New York Life Insurance Company   May 2014 - August 2014
New York Life Insurance Company   June 2013 - August 2013

Education
Boston University Questrom School of Business   2013 — 2017
Bachelor of Business Administration (BBA), Finance and Entrepreneurship

Syosset High School   2009 — 2013