New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
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
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
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
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
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
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
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
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
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
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
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
New York Life Insurance Company January 2014 - July 2015
Education
Boston University 1975 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
New York Life Insurance Company November 2010 - Present
Education
Boston University 1999 — 2004
Chemistry, B.A., Science Education
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
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
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
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
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
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
DreamLine Homes, LLC January 2009 - Present
New York Life Insurance Company 1974 - Present
Education
Boston University
Masters, Education
Emory University
BA, English Literature
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
New York Life Insurance Company March 1993 - Present
Education
Boston University
Bachelor of Science (BS)
The American College
CLU
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
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
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
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)
New York Life Insurance Company March 2013 - Present
Education
Boston University 1984 — 1987
Bachelor of Science (BS), Business Administration and Management, General
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