New York Life Insurance Company

Description

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,

New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Jeanine Wilson Jeanine Wilson Allen, Texas Details
Jeanine Wilson's New York Life Insurance Company Experience April 2008 - February 2009
Job Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams-Allen, Texas  October 2014 - Present
My Pharmacy   January 2014 - April 2014
Solutionreach  January 2011 - December 2013
New York Life Insurance Company   April 2008 - February 2009
Hair Force One   October 2003 - December 2005
VBR   August 1995 - January 1997

Skills
SaaS, Account Management, Direct Sales, Salesforce.com, Sales, Sales Process, Lead Generation, CRM, Sales Operations, Enterprise Software, Sales Management, Solution Selling, New Business Development, Selling, B2B, Business Development, Marketing Strategy, Cold Calling, Cloud Computing, Customer Service, Sales Presentations, Customer Retention, Marketing

Education
Brigham Young University - Idaho   2014 — 2016
Personal and Family Studies

Park University   2001 — 2014
Psychology

Valdosta Technical College   1997 — 1999
Cosmetology

David Applied Technology Center   1994 — 1995
Architectural Drafting and Architectural CAD/CADD, A

Brock Whitney Brock Whitney Greater Salt Lake City Area Details
Brock Whitney's New York Life Insurance Company Experience April 2015 - Present
Job Agent at New York Life helping families and business owners develop a sound financial stategy
Industry Financial Services
Experience
NYLIFE Securities LLC  May 2015 - Present
New York Life Insurance Company   April 2015 - Present
Cambridge Financial Services  January 2015 - April 2015
Brigham Young University Baseball   August 2008 - July 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources  September 2009 - August 2011

Skills
Public Speaking, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Coaching, Time Management, Team Leadership, Microsoft Office, PowerPoint, Sales, Social Networking, Teaching, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business

Education
Brigham Young University   2009 — 2015
Bachelor's degree, Exercise Science

Sonyalee Medeiros Sonyalee Medeiros Providence, Rhode Island Area Details
Sonyalee Medeiros's New York Life Insurance Company Experience 2010 - January 2014
Job Independent Financial Advisor
Industry Financial Services
Experience
DBA Sonyalee Medeiros   January 2014 - Present
Sun Life Financial  September 2013 - August 2014
New York Life Insurance Company   2010 - January 2014
South County Hospital Healthcare System   September 2012 - December 2012
Self Employed  May 2008 - September 2010
Boyko Memorial Funeral Home   January 2003 - June 2009
University of Saint Joseph  August 2005 - August 2006

Skills
Patient Financial..., Medical Billing, Self-insurance, Insurance Appeals, Patient Financial..., Management, Process Design, Training, Operations, Employee Benefits, Finance, Contestability, Health Insurance, Investments, Fixed Annuities, Long-term Care, Wealth Accumulation, Estate Planning, Project Planning, Long Term Care Insurance, Disability Insurance, Wealth, Retirement, 401k, Term Life Insurance, Financial Services, IRAs, FINRA, Strategic Financial..., Succession Planning, Series 6, Key Person Insurance, Financial Planning, Financial Advisory, Retirement Planning, Insurance, Life Insurance, Whole Life

Education
Bristol Community College   2014 — 2015
Associate's Degree, Financial Management

Bristol Community College   2006 — 2009
Business Administration

Saint Joseph College   2005 — 2006
International Studies

Bishop Connolly High School   2002 — 2005

Joseph Case High School   2002 — 2005

Fenton Ayres Fenton Ayres Albuquerque, New Mexico Area Details
Fenton Ayres's New York Life Insurance Company Experience August 2011 - December 2012
Job
Industry Photography
Experience
Express Locations  July 2015 - Present
Conn's  December 2013 - August 2015
Desert Penguin Photos   February 2000 - January 2014
The Mattress Store   December 2012 - November 2013
New York Life Insurance Company   August 2011 - December 2012
The Wooden Cow Gallery and Art Space   April 2008 - May 2011
American Federation of Teachers - New Mexico   August 2003 - May 2011
CIGNA/Lovelace Health Systems   2000 - June 2003
CIGNA/Lovelace Health Plan   1999 - 2000
CIGNA/Lovelace   1997 - 1999

Skills
Whole Life Insurance, Term Life Insurance, Financial Product..., Employee Benefits, Medicare, Insurance, Leadership, Small Business, Disability Insurance, Public Speaking, Long-term Care, Fixed Annuities, Management, Life Insurance, Health Insurance, Retirement, 401k, Retirement Planning, Financial Planners, Long Term Care Insurance, Property & Casualty..., IRAs, Whole Life, Financial Services, Digital Photography, Photography, Lightroom, Art, Event Photography, Interviews, Policy, Training, Customer Service

Education
Webster University   1993 — 1995
M.A., Counseling

Bridgewater College   1982 — 1986
B.A., Philosophy/Religion

Stephen Decatur High School   1978 — 1982
High School Diploma

Bernie Doyon Bernie Doyon Bethel, Connecticut Details
Bernie Doyon's New York Life Insurance Company Experience February 2013 - August 2013
Job Chef
Industry Food & Beverages
Experience
The Meeting House Restaurant   May 2015 - Present
Cafe Xpresso   February 2015 - May 2015
Morrison  August 2013 - February 2015
New York Life Insurance Company   February 2013 - August 2013
Sodexo  February 2010 - February 2013
Sodexo New England Baptist Hospital   January 2009 - February 2011
Caritas Christi Health Care  August 2006 - January 2009

Skills
Creative Writer, Music, Philosophy of Religion, Culinary, Menu Development, ServSafe, Sanitation, Editing, Food Preparation, Food Service, Cuisine, Fine Dining, Recipes, Banquets, Catering, Restaurant Management, Marketing, Food Quality, Food Safety, Training, Leadership, Team Building, Culinary Skills, Event Planning, Food & Beverage, Income Statement, Hiring, Management, Restaurants, Hospitality, Recruiting, College Recruiting, Leadership Development, Profit, Facilities Management, Customer Satisfaction, Team Leadership, Sales, Organizational..., Hospitality Management, Process Scheduler, Cost Control, Operations Management, Sales Management, Inventory Management, P&L Management, New Business Development, Food, Customer Service, Time Management

Education
Bridgewater State College   1996 — 1997
Social Work/Psychology

Southern Vermont College   1977 — 1979
Associate of Science (A.S.), Business Administration and Management, General

Danielle Pastor Danielle Pastor Medford, New York Details
Danielle Pastor's New York Life Insurance Company Experience 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   2012 - Present
Maryhaven Center of Hope  August 1999 - April 2012

Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Securities, Estate Planning, Series 7, Series 63, Investments, Strategic Financial..., Life Insurance, Insurance, Wealth Management, IRAs, Financial Services

Education
SUNY college at Old Westbury   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Briarcliffe College   1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Legal Assistant/Paralegal

Robert Keegan Robert Keegan Greater Boston Area Details
Robert Keegan's New York Life Insurance Company Experience 2006 - 2008
Job Benefits Analyst, CEBS candidate
Industry Human Resources
Experience
Ahold  2014 - Present
Human Resources Benefits Analytics   2013 - Present
Ahold  2012 - 2013
Fidelity Investments  December 2011 - February 2012
The Vierra Group   2011 - 2011
New York Life Insurance Company   2006 - 2008
Mercer  2005 - 2006
Putnam Investments  2000 - 2005

Skills
Human Resources, Employee Benefits, Management, Leadership, Project Management, HTML, Employee Relations, Investments, CRM, Finance, CSS, Program Management, Analysis, Mutual Funds, Access, Benefits Administration, HRIS, JavaScript, Training, Pensions, New Business Development, Business Planning, Vendor Management, Mergers & Acquisitions, Onboarding, Deferred Compensation, employee benefit..., health plan design and..., Employee Wellness..., Workers Compensation, Taxation of Group..., Achieving Employee..., Performance Appraisal, International Human..., Compensation Management..., Establishing Internal..., Job Analysis in Job..., Person Based Pay Systems, Attracting and..., Managing the...

Education
University of Pennsylvania - The Wharton School   2013 — 2016
Certified Employee Benefits Specialist Program

Xaverian Brothers High School

Stonehill College
Bachelor of Science, Finance

Bridgewater State College
Certificate in building web pages, Web Development

James Darigan James Darigan Greater Boston Area Details
James Darigan's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional helping clients with custom solutions to retirement planning and insurance protection.
Industry Insurance
Experience
NYLIFE Securities, LLC  August 2014 - Present
New York Life Insurance Company   March 2013 - Present
Toys R Us  October 2012 - April 2013
US Jesco International, Ltd., Inc.   May 2012 - March 2013
New England Development  August 2010 - December 2011

Skills
Insurance, Retirement Planning, Retirement, Public Speaking, Estate Planning, Account Management, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Financial Services, Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Legacies, Legacy Planning, Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Risk Management, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Writing

Education
Bridgewater State College   2008 — 2008

Providence College   2003 — 2007
Bachelor of Arts (B.A.), Humanities/Humanistic Studies

Trent White Trent White Arlington, Virginia Details
Trent White's New York Life Insurance Company Experience January 2009 - April 2009
Job Client Service Associate at Bernhardt Wealth Management
Industry Financial Services
Experience
Bernhardt Wealth Management   June 2013 - Present
Soltis Investment Advisors  April 2011 - August 2011
Sole Proprietor  May 2009 - April 2011
New York Life Insurance Company   January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints  February 2005 - February 2007

Education
Brigham Young University—J. Reuben Clark Law School   2011 — 2014
Juris Doctor, Law

Brigham Young University - Idaho   2007 — 2011
Bachelor's Degree, Financial Economics

Christopher Saikali Christopher Saikali Greater Boston Area Details
Christopher Saikali's New York Life Insurance Company Experience May 2012 - March 2014
Job Sales Professional
Industry Consumer Services
Experience
GWC Warranty  June 2015 - Present
Enterprise Rent-A-Car  March 2014 - June 2015
New York Life Insurance Company   May 2012 - March 2014
Town of Dartmouth  June 2007 - June 2013
Best Buy  September 2008 - May 2009
Golds Gym Dartmouth   July 2003 - June 2007

Skills
Insurance, Finance, Event Planning, Marketing, Financial Analysis, Analysis, Real Estate, Outlook, Social Media Marketing, Access, Direct Sales, Facebook, Fixed Annuities, Personal Training, Group Exercise..., Estate Planning, Business Growth..., Customer Service, Customer Retention, Leadership, Microsoft Office, Sales, Management, PowerPoint, Microsoft Excel, Social Media

Education
Bridgewater State College   2007 — 2012
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Dartmouth High School   2001 — 2007

Paula Kleen Paula Kleen Sioux City, Iowa Details
Paula Kleen's New York Life Insurance Company Experience February 1984 - October 1999
Job Commercial Services Manager at Security National Bank: Sioux City, IA
Industry Banking
Experience
Security National Bank: Sioux City, IA   November 2006 - Present
Security National Bank: Sioux City, IA   November 1999 - November 2006
New York Life Insurance Company   February 1984 - October 1999

Skills
Loans, Finance, Underwriting, Microsoft Excel, Banking, Management, Customer Service, Office Management, Retail Banking, Portfolio Management, Sales, Training, Insurance, Marketing, Strategic Planning, Leadership

Education
Briar Cliff University   1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General

Nettleton Business School   1980 — 1981
Associate's degree, Accounting

Robb Wolff, CLU, CHFC Robb Wolff, CLU, CHFC Calgary, Canada Area Details
Robb Wolff, CLU, CHFC's New York Life Insurance Company Experience 1985 - 1990
Job Owner, Canada Health Benefits | Insurning Your Most Significant Asset | Antique Auto Enthusiast
Industry Financial Services
Experience
Protecting Your Ability to Generate Wealth   January 1999 - Present
Canada Health Benefits   August 1998 - Present
New York Life Insurance Company   1985 - 1990

Skills
Small Business, Financial Planning, Project Management, Customer Service, Employee Benefits, Insurance, Public Speaking, Entrepreneurship, Marketing, Business Development, Leadership, Strategic Planning, Sales, Investments

Education
Brigham Young University

University of Alberta
Bachelor of Science (BSc), Chemistry and French

Mark Brenneman, CFP®, AIF® Mark Brenneman, CFP®, AIF® Pittsburgh, Pennsylvania Details
Mark Brenneman, CFP®, AIF®'s New York Life Insurance Company Experience 2010 - 2011
Job Retirement Services Coordinator at RetireRight Pittsburgh
Industry Financial Services
Experience
RetireRight Pittsburgh   2012 - Present
Stern & Heatwole Financial Group   2011 - 2012
New York Life Insurance Company   2010 - 2011

Skills
Financial Advice, Retirement Income..., Insurance Planning, Long Term Care, Estate Planning, 401k Rollovers, Mutual Funds, IRA's, Roth IRA, Wealth Transfer Planning, Cash Flow Management, Long-term Care, Financial Advisory, Retirement

Education
Bridgewater College
Bachelor of Science (BS), Business Administration and Economics

Duquesne University
Executive Certificate in Financial Planning

Terry G. Frost CLU, LUTCF Terry G. Frost CLU, LUTCF Provo, Utah Area Details
Terry G. Frost CLU, LUTCF's New York Life Insurance Company Experience June 2012 - Present
Job I am an Agent licenced to sell insurance through New York Life Insurance Company.
Industry Financial Services
Experience
NYLIFE Securities LLC  June 2012 - Present
New York Life Insurance Company   June 2012 - Present
Payson Utah   May 1981 - January 2012
Povo, Utah   January 1999 - January 2003

Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...

Education
Brigham Young University   1975 — 1977
Master of Education, Counseling and Guidance

Brigham Young University   1964 — 1970
BS, Political Science

Calmira Rodriguez Calmira Rodriguez Jacksonville, Florida Details
Calmira Rodriguez's New York Life Insurance Company Experience June 2015 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company   June 2015 - Present
PrimeNet  May 2014 - Present
Harte-Hanks, Inc.   2008 - March 2013
Harte-Hanks, Inc.   November 2007 - April 2008
Pioneer Investments  July 2006 - October 2007
Protocol Integrated Direct Marketing  June 2005 - July 2006
Harte-Hanks, Inc.   May 2000 - June 2005

Skills
MS Office, MS Outlook, Lotus Notes, Numerous database and..., Integrated Marketing, Multi-channel Marketing, Direct Marketing, Direct Mail, Fullfillment, Marketing, Leadership, CRM, Marketing Communications, Budgets, Lead Generation, Salesforce.com, Database Marketing, Microsoft Office, Outlook

Education
Bridgewater State College   2005 — 2005
Business Administration and Management, General

University of Puerto Rico-Rio Piedras   1991 — 1992
Liberal Arts and Sciences/Liberal Studies

Michele Parry Michele Parry Roseville, California Details
Michele Parry's New York Life Insurance Company Experience 2014 - Present
Job Marketing Director at Kaneski Associates Launch your career in Finance; we're looking for talented people
Industry Marketing and Advertising
Experience
Kaneski Associates   February 2014 - Present
New York Life Insurance Company   2014 - Present
Ahmed Hassan   July 2013 - February 2014
Bushnell Landscape Industries   June 2010 - July 2013
The Art of Real Food   February 2012 - October 2012
Constant Contact  February 2012 - July 2012
Twin Soup   May 2011 - February 2012
PlacerGROWN   June 2011 - October 2011
High Hand   January 2006 - October 2010
Hewlett-Packard  October 2000 - October 2002

Education
Medford Senior High School

Brigham Young University   1987 — 1991
BS, Sociology; Minor: English

Art Institute of Sacramento   2012 — 2013
Certification, Web Design and Interactive Media

Brigham Young University   1986 — 1991
Bachelor of Science Degree, Sociology

Katherine Kimball Katherine Kimball Orange County, California Area Details
Katherine Kimball's New York Life Insurance Company Experience January 2013 - April 2013
Job Reference Desk Attendant at Brigham Young University
Industry Government Administration
Experience
Brigham Young University  January 2015 - Present
New York Life Insurance Company   January 2013 - April 2013
Brigham Young University  August 2012 - December 2012
Brigham Young University  April 2012 - August 2012
Ralphs Grocery Company  January 2010 - June 2011

Skills
Microsoft Word, Social Media, Customer Service, Leadership

Education
Brigham Young University   2011 — 2014
Political Science and Government

Lanny Owens Lanny Owens Phoenix, Arizona Area Details
Lanny Owens's New York Life Insurance Company Experience 1974 - Present
Job New York Life Ins Agent
Industry Insurance
Experience
New York Life Insurance Company   1974 - Present

Skills
Strategic Planning, Microsoft Office, Property & Casualty..., Customer Service, Microsoft Word, Microsoft Excel, Strategic Financial..., Sales, Sales Management, Risk Management, Insurance, Accounting, Project Management, New Business Development, PowerPoint, Negotiation, Mutual Funds, Investments, Finance, Leadership, Financial Analysis

Education
Brigham Young University

Anthony J. Taylor CLU®, LUTCF Anthony J. Taylor CLU®, LUTCF Provo, Utah Area Details
Anthony J. Taylor CLU®, LUTCF's New York Life Insurance Company Experience May 1998 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  June 2001 - Present
Eagle Strategies, LLC  January 1999 - Present
New York Life Insurance Company   May 1998 - Present

Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Succession Planning, Wealth Preservation..., Key Person Insurance, Protection..., Protection..., Securities, Wealth Management, Sales, Mutual Funds, Team Building

Education
Brigham Young University   1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General

The American College
CLU®, LUTCF, Finance

Francine Esrig Deutsch Francine Esrig Deutsch Greater New York City Area Details
Francine Esrig Deutsch's New York Life Insurance Company Experience July 1987 - August 1988
Job Senior Director, People Innovation at AppNexus
Industry Human Resources
Experience
AppNexus  October 2013 - Present
Bank of America  September 2009 - 2013
Deutsch Consulting   July 2007 - August 2009
Brown Brothers Harriman  February 2001 - July 2007
Arthur Andersen  November 1998 - February 2001
Salomon Brothers  1994 - 1998
IBM (International Business Machine)   August 1990 - November 1993
New York Life Insurance Company   July 1987 - August 1988

Skills
Leadership Development, Performance Management, Onboarding, Assessment Center, Talent Management, 360 Feedback, Organizational..., Succession Planning, Organizational..., Employee Engagement, Organizational Design

Education
The University of Connecticut   1988 — 1995
MA/Ph.D., Industrial/Organizational Psychology

Brandeis University   1983 — 1987
B.A., Psychology

Douglas E. Kennedy, CLU, CSM Douglas E. Kennedy, CLU, CSM Greater New York City Area Details
Douglas E. Kennedy, CLU, CSM's New York Life Insurance Company Experience March 2014 - Present
Job ★ Customer Experience Designer ★ Technology Enthusiast
Industry Financial Services
Experience
New York Life Insurance Company   March 2014 - Present
New York Life Insurance Company   2012 - 2014
New York Life Insurance Company   July 2011 - July 2012
New York Life Insurance Company   August 2007 - April 2011
New York Life Insurance Company   March 2004 - August 2007
Motorola  May 2000 - May 2002
Motorola  February 1997 - May 2000

Skills
Customer Experience..., Voice of the Customer, Voice of the Customer..., Strategic Planning, Life Insurance, Cross-functional Team..., Mobile Devices, Vendor Management, Process Improvement, Strategy, Business Intelligence..., Relationship Management, Mobile Technology, Mobile Strategy, Agile Methodologies, User Experience, Information Architecture, Microsoft Office, Training, Risk Management, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Management, Analytics, Pivot Tables, Social Media, Insurance

Education
Brigham Young University
BS, Mechanical Engineering

Thunderbird School of Global Management
MBA, B2B Marketing

Kortnee Anderson Kortnee Anderson Marshfield, Massachusetts Details
Kortnee Anderson's New York Life Insurance Company Experience May 2005 - June 2008
Job Sales Associate at Jack Conway & Co., Inc.
Industry Apparel & Fashion
Experience
Jack Conway & Co., Inc.   December 2014 - Present
Stella & Dot  April 2011 - Present
Marshfield Womenade   March 2009 - Present
New York Life Insurance Company   May 2005 - June 2008

Skills
Social Networking, Customer Service, Styling, Event Planning, Fashion, Social Media Marketing, Facebook, Sales, Event Management, Time Management, Microsoft Word, Microsoft Excel, Email Marketing, Nonprofits

Education
Bridgewater State University   2000 — 2004
Bachelor of Science, Sociology

Keith Crandall Keith Crandall Greater Salt Lake City Area Details
Keith Crandall's New York Life Insurance Company Experience 2007 - April 2009
Job Vice President at The Aclaime Group
Industry Venture Capital & Private Equity
Experience
The Aclaime Group  June 2010 - Present
Crandall Farms Inc   2000 - 2011
Summit Energy, LLC   May 2009 - July 2010
Marriott School of Business   2008 - April 2009
New York Life Insurance Company   2007 - April 2009

Skills
Real Estate, Investments, Real Estate Economics, Financial Analysis, Finance, Asset Management, Private Equity

Education
Brigham Young University   2007 — 2009
Finance, Real Estate

R. Mark Copier, Jr. R. Mark Copier, Jr. Greater Los Angeles Area Details
R. Mark Copier, Jr.'s New York Life Insurance Company Experience June 2012 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2012 - Present
CAL-FAB Systems, Inc.   December 2009 - August 2011
The Sherwin-Williams company  January 2008 - October 2009
Stock Building Supply  May 2006 - October 2007

Skills
Sales, Management, Sales Operations, Account Management, Life Insurance, Term Life Insurance, Retirement Planning, Whole Life, Fixed Annuities, Variable Annuities, Investments, Mutual Funds, Public Speaking, Licensed in Long Term..., Education Funding..., Wealth Preservation...

Education
University of Phoenix
Master, Business Administration

Utah Valley University
Bachelor of Science, Business Management

Brigham Young University   2002 — 2003

Robert Metz Robert Metz Cleveland/Akron, Ohio Area Details
Robert Metz's New York Life Insurance Company Experience February 2010 - January 2011
Job Mortgage Analyst at Reliance First Capital
Industry Real Estate
Experience
Reliance First Capital, LLC  June 2012 - Present
PartsSource Inc.  March 2011 - August 2012
New York Life Insurance Company   February 2010 - January 2011
Ameriprise Financial  May 2008 - August 2008

Skills
Management, Customer Satisfaction, Sales, Customer Service, Marketing Communications, Account Management, Direct Sales, Sales Management, Recruiting, Leadership, Cold Calling, Microsoft Office

Education
Bowling Green State University   2004 — 2009
of Arts and Sciences; Bachelor of Arts, Communication; Interpersonal Communications; Promotions and Advertising

Rocky River High School   2000 — 2004

Michael Tonks Michael Tonks Longmont, Colorado Details
Michael Tonks's New York Life Insurance Company Experience October 2013 - March 2014
Job Solutions Specialist at Verizon Wireless
Industry Mechanical or Industrial Engineering
Experience
Verizon Wireless  May 2014 - Present
New York Life Insurance Company   October 2013 - March 2014
Magnelab, Inc.   November 2012 - November 2013
Digital Mosaic, Inc   August 2012 - November 2012
Brigham Young University  2011 - 2012
APX Alarm Security Solutions Inc.  May 2008 - April 2010
The Church of Jesus Christ of Latter-day Saints  June 2003 - July 2005

Skills
Project Management, Sales Management, Technical Writing, Typing, Mechanical Engineering, Microsoft Office, Sales, Solidworks, Mechanical Product..., CAD, Matlab, Microsoft Excel, ANSYS, Labview, Inventor, Mathematics, Finite Element Analysis, MathCAD, Unigraphics, Pro Engineer, NX 6, CFD, Fluid Mechanics, Machining, Microsoft Word, Linear Algebra, Biomechanics, Catia, Visual C++, Technical Support, ISO9001 Auditor, Engineering, PowerPoint, Public Speaking, C++, Leadership, Testing, PTC Creo

Education
BYU   2006 — 2012
Bachelor's degree, Mechanical Engineering

Brigham Young University   2006 — 2012
Bachelor’s Degree, Mechanical Engineering, 3.0

Corey Lessmann Corey Lessmann Greater St. Louis Area Details
Corey Lessmann's New York Life Insurance Company Experience June 2004 - February 2006
Job Strategic Recruiting Consultant at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  February 2011 - Present
Thrivent Financial for Lutherans  September 2009 - January 2011
Thrivent Financial for Lutherans  February 2006 - May 2009
New York Life Insurance Company   June 2004 - February 2006
Thrivent Financial for Lutherans  May 2002 - June 2004
Thrivent Financial for Lutherans  June 2001 - May 2002

Skills
Recruiting, Talent Acquisition, Leadership, Leadership Development, Coaching, Talent Management, Team Building, College Recruiting, Strategic Planning, Employee Benefits, Training, Hiring, Applicant Tracking..., Program Management, Management, Process Improvement, Team Leadership, Organizational..., Onboarding, Project Planning, Employee Relations, Strategy, Internet Recruiting, Performance Management, Executive Search, Technical Recruiting, Temporary Placement, Consulting, Human Resources, Sourcing, Employee Training, Succession Planning, Interviews, Executive Management, Vendor Management, Policy, Military Recruiting, Talent Scouting, Personnel Management, Staffing Services, Change Management, Management Consulting, Employee Engagement, Screening Resumes, Benefits Negotiation, Financial Services, Risk Management, Retirement Planning

Education
Briar Cliff University   1990 — 1993
Bachelor's degree, Business Admin/HR

Iowa Western Community College   1989 — 1990

Sioux City North High

Jason Nebeker Jason Nebeker Austin, Texas Details
Jason Nebeker's New York Life Insurance Company Experience September 2009 - May 2010
Job Technical Support Specialist at Apple
Industry Consumer Services
Experience
Apple  August 2014 - Present
Volt Workforce Solutions  March 2014 - August 2014
Best Buy  February 2012 - March 2014
Independent Contractor  January 2011 - September 2011
Nordstrom  July 2010 - May 2011
New York Life Insurance Company   September 2009 - May 2010
Nordstrom  March 2009 - September 2009
Apple  September 1995 - September 2001

Skills
Customer Service, OS X, Networking, Leadership, Technical Support

Education
Brigham Young University   1986 — 1994
Bachelor of Arts, Music

Byron Applegate Byron Applegate Gilbert, Arizona Details
Byron Applegate's New York Life Insurance Company Experience December 2009 - April 2011
Job Owner/Agent at PIVOTAL Real Estate Solutions
Industry Real Estate
Experience
PIVOTAL Real Estate Solutions   October 2012 - Present
RE/MAX  June 2011 - October 2012
New York Life Insurance Company   December 2009 - April 2011
Applegate Premier Finishes   May 1996 - December 2009
Trigon Manufacturing   October 1999 - January 2004
Sharkollector   June 1999 - November 2003

Skills
Real Estate, Short Sales, Investment Properties, Foreclosures

Education
Brigham Young University   1988 — 1993
Economics

Grace Lewin Grace Lewin Dallas/Fort Worth Area Details
Grace Lewin's New York Life Insurance Company Experience June 2011 - December 2012
Job Life and Annuity Specialist at AAA Auto Club South
Industry Financial Services
Experience
AAA Auto Club South  January 2013 - Present
New York Life Insurance Company   June 2011 - December 2012
ZipRealty  March 2004 - January 2011
AT&T  January 2001 - July 2002
AT&T  January 1998 - January 2001
GrayLine Sightseeing Tours   April 1986 - January 1999

Skills
Real Estate, First Time Home Buyers, Short Sales, Investment Properties, Referrals, Investors, Investments, REO, Sellers, Mortgage Lending, Selling, Foreclosures, Relocation, Residential Homes, Single Family Homes

Education
Brigham Young University - Hawaii   1983 — 1986
Associate's degree, Computer Science

Philippine School of Business Administration   1977 — 1979
BSBA, Economics

Corey Multer Corey Multer Merrick, New York Details
Corey Multer's New York Life Insurance Company Experience
Job Managing Director at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  

Skills
Variable Annuities, Fixed Annuities, Retirement Planning, Retirement Savings, Guaranteed Lifetime..., Written Communication, Problem Solving, Series 6, Series 26 Registered..., Creativity, Creative Problem Solving, Asset Allocation, Estate Planning, Mutual Funds, Wealth Accumulation

Education
Stanford University Graduate School of Business   1985 — 1987
Master of Business Administration (MBA)

Brandeis University   1981 — 1985
Bachelor of Arts (BA), Economics

Charles Richey Charles Richey Kennewick, Washington Details
Charles Richey's New York Life Insurance Company Experience June 2001 - Present
Job Financial Advisor at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company   June 2001 - Present
The Standard  July 1987 - December 2000
New York Life  October 1978 - August 1987

Skills
Cabinetry, Gardening, Landscaping, Yard Work, Writing

Education
The American College   2002 — 2005
Master of Science (MS), Financial Services

Brigham Young University   1965 — 1967
Bachelor of Arts (BA), Asian Studies/Civilization

Weber State University   1965 — 1965
None, History

Weber State University   1961 — 1962
None, History

Carl Leadholm Carl Leadholm Rexburg, Idaho Details
Carl Leadholm's New York Life Insurance Company Experience 2011 - 2014
Job Student at Brigham Young University Idaho, studying Business Management
Industry Food & Beverages
Experience
BYU-Idaho  April 2012 - Present
New York Life Insurance Company   2011 - 2014
HSS  May 2009 - August 2012
24 Hour Fitness  November 2008 - April 2012
Centrix Financial  2004 - 2006
Centrix Financial  2002 - 2004
Mississippi Jackson Mission   2000 - 2002

Skills
Top-notch Customer..., Culinary Skills, Security+, Customer Service, Training, Team Building, First Aid, Time Management, Security, Organizational..., Supervisory Skills, Inventory Management

Education
Brigham Young University - Idaho   2012 — 2015
Business Management

Community College of Aurora

Smokey Hill High School

Nick Hubka Nick Hubka Cleveland/Akron, Ohio Area Details
Nick Hubka's New York Life Insurance Company Experience June 2009 - June 2010
Job Surgical Device Specialist Energy Based Devices at Covidien
Industry Medical Devices
Experience
Covidien  June 2014 - Present
Verathon  November 2012 - June 2014
ADP Resource  July 2010 - November 2012
New York Life Insurance Company   June 2009 - June 2010

Skills
Account Management, Cold Calling, Employee Benefits, Healthcare, Sales, Sales Operations, Medical Devices

Education
Bowling Green State University   2004 — 2008
Bachelors, Finance and Economics

Brian Rudd, CLU, ChFC, LUTCF Brian Rudd, CLU, ChFC, LUTCF San Francisco Bay Area Details
Brian Rudd, CLU, ChFC, LUTCF's New York Life Insurance Company Experience August 1997 - November 1999
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners, Inc.   October 2009 - Present
Phoenix Life Insurance Company  August 2007 - September 2009
New York Life Insurance Compny   November 1999 - August 2007
New York Life Insurance Company   August 1997 - November 1999
New York Life Insurance Company   June 1993 - September 1997
New York Life Insurance Company   June 1987 - June 1993
Riverview Savings Bank   February 1983 - June 1987

Skills
Estate Planning, Insurance, Retirement, Wealth Management, Sales Management, Sales Recruitment, Mentoring, Agent Training, Public Speaking, Coaching, Life Insurance, Training, Recruiting, Fixed Annuities, Financial Services, Leadership, Business Planning, Financial Advisory, Series 6, Retirement Planning, Series 63, Long-term Care, Mutual Funds, Term Life Insurance

Education
Brigham Young University
Business Finance

The American College
CLU, ChFC, LUTCF

Katoa (Toa) P. Sailusi, MBA Katoa (Toa) P. Sailusi, MBA Laie, Hawaii Details
Katoa (Toa) P. Sailusi, MBA's New York Life Insurance Company Experience May 2013 - Present
Job International Students Executive at Otago University Students' Association
Industry Financial Services
Experience
Otago University Students' Association (OUSA)   March 2015 - Present
State Farm  October 2013 - Present
New York Life Insurance Company   May 2013 - Present
State Farm Insurance  December 2012 - Present
PAK Computer Accessories   January 2012 - Present
Brigham Young University Hawaii  April 2010 - Present
Enterprise Holdings Inc.  January 2010 - April 2010
BYU Hawaii Students in Free Enterprise   April 2009 - April 2010
Brigham Young University Hawaii  December 2008 - January 2010
KiNG R.S Bikes   October 2009 - 2010

Skills
Financial Planning, Social Networking, Start-ups, Customer Service, Public Speaking, Financial Analysis, Inter-personal, Social Innovation, SPSS, Microsoft Office, PowerPoint, Strategic Financial..., Management, Training, Project Management, Teamwork, Microsoft Excel, Strategic Planning, Research, Leadership, Teaching, Entrepreneurship, Microsoft Word, English, Event Planning, Social Media Marketing, Accounting, Market Research, Data Analysis, Time Management, Critical Thinking, Access, Nonprofits, Project Planning, Budgets, Spanish, Social Media, Analysis, Business Development, Negotiation, Team Leadership

Education
University of Otago   2015 — 2018
Doctor of Philosophy (PhD), Politics and Development Economics, International Development, First Year

Ritsumeikan Asia Pacific University   2011 — 2013
MBA, Accounting & Finance

Brigham Young University - Hawaii   2005 — 2009
Bachelor of Science, Business Investment Finance & Politcal Science

University of the South Pacific (USP)
B.A, Political Science

Albert Rogers Albert Rogers Greater New York City Area Details
Albert Rogers's New York Life Insurance Company Experience February 2004 - March 2006
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life  March 2006 - Present
New York Life Insurance Company   February 2004 - March 2006
New York Life Insurance Company   2002 - 2004
New York Life Insurance Company   2000 - 2002
New York Life Insurance Company   1997 - 2000
New York Life Insurance Company   1995 - 1997
New York Life Insurance Company   1993 - 1995

Skills
Insurance, Management, Leadership, Customer Service, Team Building, Executive Management, Budgets, Life Insurance, Risk Management, Public Speaking, Strategic Planning, Interviews, Administration, Program Management, Vendor Management, Employee Benefits, System Administration, Time Management, Project Management, Process Improvement, Training, Customer Satisfaction, Strategy, Fixed Annuities, Business Planning, Analysis, Financial Analysis, Organizational..., Coaching, Leadership Development, Business Development, Business Strategy, Change Management, Operations Management, Security, Small Business, Team Leadership, Account Management, Contract Negotiation, Employee Relations, Fundraising, Human Resources, Process Scheduler, Recruiting, Access, New Business Development, Sales Management, Customer Relations, Relationship Management, Communication

Education
The American College   2000 — 2002
Master of Science in Management, Management

Bradley University   1975 — 1979
Bachelor’s Degree, Marketing

Nicole Rosenthal Nicole Rosenthal Greater Boston Area Details
Nicole Rosenthal's New York Life Insurance Company Experience March 2005 - April 2007
Job Planning Manager at BCD M&I
Industry Events Services
Experience
BCD M&I  December 2014 - Present
Organogenesis  July 2012 - December 2014
Cambridge Healthtech Institute  January 2008 - July 2012
John Hancock Life Insurance Company (U.S.A.)   April 2007 - January 2008
New York Life Insurance Company   March 2005 - April 2007

Skills
Analytical Skills, Branding Initiatives, Client Service Oriented, CMS, Conference Coordination, Corporate Events, Customer Service, Development Of..., Editing, Event Management, Event Planning, Managerial, Marketing Communications, Microsoft Office, Office Management, Project Management, Public Speaking, Sales Operations, Sponsorship Sales, Time Management, Webinar Management, Website Updating

Education
Bridgewater State College
BA, Communication

University of Arizona
Communication

Walpole High School

Alexandra McCormack Alexandra McCormack Tampa, Florida Details
Alexandra McCormack's New York Life Insurance Company Experience February 2015 - May 2015
Job Youth Advocate at Tembo
Industry Education Management
Experience
Tembo   September 2015 - Present
Private Tutor  September 2012 - Present
Sunsational Tans   March 2014 - August 2015
New York Life Insurance Company   February 2015 - May 2015

Skills
Educational Technology, Experience Working with..., Looked After Children, Exceptional People..., Charity Work, Sports Coaching, Tutoring, Customer Service, Teamwork, Microsoft Word, Microsoft Office, People Skills, Microsoft Excel, Social Media, Social Networking, Communication, Facebook, Cashiering, Customer Satisfaction, Inventory Management, Hospitality, Problem Solving

Education
University of Tampa   2015 — 2017
Elementary Education and Teaching

Bridgewater State University   2013 — 2015
Elementary Education

Cardinal Spellman High School   2009 — 2013

Hena Lopes Hena Lopes Boston, Massachusetts Details
Hena Lopes's New York Life Insurance Company Experience June 2014 - Present
Job Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2014 - Present
McDonald's Corporation  June 2008 - Present
Bridgewater State University  September 2013 - April 2014

Skills
Restaurants, Restaurant Management, Food Service, Food & Beverage, P&L, Food, Hospitality, Franchising, ServSafe, Cashiering, Inventory Management, Menu Development, Cooking

Education
Bridgewater State University   2010 — 2014

Bridgewater State University   2010 — 2013
Accounting and Finance

Matthew Atwood Matthew Atwood Leavenworth, Kansas Details
Matthew Atwood's New York Life Insurance Company Experience June 2000 - June 2001
Job
Industry Military
Experience
Department of Veterans Affairs  July 2013 - Present
Saint Luke's Health System  July 2012 - October 2013
Serco  July 2012 - July 2013
Human Terrain Systems   June 2010 - July 2012
BAE Systems  January 2010 - May 2010
United States Air Force  October 2006 - January 2010
Odyssey Healthcare  June 2004 - October 2006
Wichita Child Guidance Center   June 2001 - September 2002
New York Life Insurance Company   June 2000 - June 2001
Fireplace Place   June 1999 - May 2000

Skills
Psychotherapy, Mental Health, Crisis Intervention, Social Services, Treatment, Training, Employment Training, Job Coaching, Resume Writing, Interview Preparation, Job Search, Stress, Program Development, Google Groups, Therapists

Education
Northcentral University   2014 — 2018
Doctor of Philosophy (PhD), Psychology

Wichita State University   2002 — 2004
Master of Social Work (M.S.W.), Social Work

Brigham Young University   1997 — 2000
Bachelor of Science (B.S.), Sociology - Emphasis in Analysis and Research

Ricks College   1996 — 1997
Associate of Science (A.S.), Pre-Dentistry Studies

Butler County Community College   1995 — 1996
General Studies

Richard Vacca Richard Vacca Greater Boston Area Details
Richard Vacca's New York Life Insurance Company Experience September 2011 - February 2013
Job Conservation Planner at Town of Plymouth, MA
Industry Law Practice
Experience
Town of Plymouth, MA  February 2013 - Present
Richard J. Vacca, Esq. Attorney at Law   March 1995 - Present
New York Life Insurance Company   September 2011 - February 2013
Town of Hanson, MA   July 2007 - December 2010

Education
Southern New England School of Law   1990 — 1993
J.D., Environmental Law

Bridgewater State College   1981 — 1984
B.S, Biology

Bridgewater State College   1981 — 1984
Bachelor of Science (BS), Biology/Chemistry

Jerry Reiter, LUTCF Jerry Reiter, LUTCF Orange County, California Area Details
Jerry Reiter, LUTCF's New York Life Insurance Company Experience February 2005 - July 2007
Job Longevity Income Planning
Industry Financial Services
Experience
0D49973   January 2001 - Present
970076   August 2010 - Present
Reiter Financial Services   March 2008 - Present
Mutual of Omaha  August 2007 - July 2008
New York Life Insurance Company   February 2005 - July 2007

Skills
Long-term Care, Life Insurance, Pensions, Premium Financing, FINRA, Personal Finance, Money, Fixed Annuities, Retirement Planning, IRAs, Retirement, Roth IRA, Wealth Accumulation, 401k Rollovers, Disability Insurance, Investments, Investment Advisory, Long Term Care Insurance, Securities, Wealth, Strategic Financial..., Financial Services, Insurance, Financial Planners, Portfolio Management, Wealth Management, Income Protection, Financial Advisory, 401k, College Savings Plans, Wealth Management..., Critical Illness, Retirement Savings, 529 Plans, Saving for Education, Financial Goals, Variable Annuities, Financial Planning

Education
Brigham Young University   1963 — 1966
BS, Business

Kurt K Webb Kurt K Webb Clearfield, Utah Details
Kurt K Webb's New York Life Insurance Company Experience January 2009 - January 2012
Job Contract Specialist at Hill Air Force Base
Industry Education Management
Experience
Hill Air Force Base  November 2014 - Present
Strayer University  November 2012 - November 2014
Modern Woodmen of America  November 2011 - November 2012
New York Life Insurance Company   January 2009 - January 2012
Lakeview Hospital  September 2007 - February 2009

Skills
Fixed Annuities, Retirement, Retirement Planning, Roth IRA, Insurance, Life Insurance, Long-term Care, Brokers, Mutual Funds, Investments, Universal Life, Small Business, Term Life Insurance, Estate Planning, 401k, Disability Insurance, Strategic Financial..., Securities, Financial Planners, IRAs, Savings, Long Term Care Insurance, Loans

Education
Strayer University   2013 — 2014
Master's degree, Business Administration and Management, General, 3.8

Weber State University   2002 — 2010
Bachelor of Arts (B.A.), Technical Sales

Brigham Young University   2006 — 2007

Jade Thelin Jade Thelin Portland, Oregon Area Details
Jade Thelin's New York Life Insurance Company Experience 2008 - Present
Job Agent at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company   2008 - Present
Stampede Marketing  2005 - 2008
Santa Maria Mission   2001 - 2003

Skills
Long Term Care Insurance, Disability Insurance, Retirement Planning, Estate Planning, Term Life Insurance, Retirement, Life Insurance, Long-term Care, Insurance, IRAs, Whole Life, Variable Annuities, 401k Rollovers, Universal Life, Guaranteed Lifetime..., College Funding..., Series 6, Sales, College Savings Plans, Fixed Annuities, Wealth Accumulation

Education
Brigham Young University   2003 — 2007
Communications

Santosh Misra . MBA, CLU, CLF Santosh Misra . MBA, CLU, CLF Greater Los Angeles Area Details
Santosh Misra . MBA, CLU, CLF's New York Life Insurance Company Experience May 2011 - Present
Job Retired at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   May 2011 - Present
New York Life Insurance Company   February 1987 - July 2011
New York Life Insurance Company   February 1987 - June 2011
Engineering Export Promotion Council   January 1980 - January 1987
Engineering Export Promotion Council   March 1976 - January 1980

Skills
Retirement Planning, Insurance, Estate Planning, Long Term Care, Retirement, Term Life Insurance

Education
Bowling Green State University   1974 — 1976
MBA, Marketing, Finance

FINRA
Series 6,7,22,24

Stewart School, Cuttack

The American College
CLU, CLF, Finance and Financial Management Services

Greg Donnal Greg Donnal Traverse City, Michigan Details
Greg Donnal's New York Life Insurance Company Experience June 2002 - December 2007
Job Information Technology Executive
Industry Information Technology and Services
Experience
Hagerty Insurance  August 2010 - May 2014
Navigators Insurance Company  December 2007 - August 2010
New York Life Insurance Company   June 2002 - December 2007
Enfish   2000 - 2001
Nationwide Insurance  October 1986 - January 2000

Skills
Business Intelligence, IT Strategy, SDLC, Integration, Disaster Recovery, Virtualization, Vendor Management, Enterprise Architecture, Process Improvement, Cloud Computing, Customer Service, Team Building

Education
Bowling Green State University   1981 — 1985

Alejandro Caminos Alejandro Caminos San Francisco Bay Area Details
Alejandro Caminos's New York Life Insurance Company Experience August 2013 - Present
Job New York Life Insurance Company, NYLIC Securities
Industry Financial Services
Experience
New York Life Insurance Company   August 2013 - Present
SNW   April 2011 - February 2013
IPFC Group LLC   February 2008 - May 2011
County of Santa Clara  January 2009 - February 2011
DEPFA Bank plc   September 2006 - December 2007
KNN / Zions Bank   February 1999 - September 2006
Lehman Brothers  June 1995 - January 1998

Skills
Investments, Investment Banking, Banking, Trading, Bonds, Commercial Banking, Micro-lending, Risk Assessment, Project Finance, International Finance, Renewable Energy Finance, Municipal Finance, Renewable Energy, Loan Origination, Municipalities, Structured Finance, Portfolio Management, Financial Modeling, Equities, Finance, Securities, Risk Management, Credit, Derivatives, Credit Risk, Loans, Securitization, Fixed Income, Series 7, Analysis, Financial Services

Education
Brandeis University   1991 — 1995
B.A., Latin American Studies, Economics & Computer Science

James Lampe James Lampe Roanoke, Virginia Details
James Lampe's New York Life Insurance Company Experience May 2010 - August 2011
Job Sales Representative at Troegs Brewing Company
Industry Food & Beverages
Experience
Troegs Brewing Company  April 2015 - Present
Specialty Beverage of Virginia  October 2013 - Present
Wine Gourmet   March 2013 - October 2013
1906 Ale House   March 2013 - October 2013
Cost Plus World Market  September 2011 - March 2013
New York Life Insurance Company   May 2010 - August 2011

Skills
Outside Sales, Craft..., Wine, Beer, Customer Service

Education
Bowling Green State University   2006 — 2010
Bachelor of Fine Arts (B.F.A.), Creative Writing

Nicole A Boehm Nicole A Boehm Greater Chicago Area Details
Nicole A Boehm's New York Life Insurance Company Experience December 2009 - April 2010
Job Logistics Analyst at Glanbia Performance Nutrition
Industry Logistics and Supply Chain
Experience
Glanbia Optimum Nutrition  September 2014 - Present
Fairrington Transportation  October 2013 - September 2014
Stanley Security Solutions  April 2012 - October 2013
Stanley Security Solutions  March 2011 - April 2012
Select Staffing  August 2010 - March 2011
FTD.com  December 2010 - February 2011
Ashley Ellis, LLC  April 2010 - May 2010
New York Life Insurance Company   December 2009 - April 2010
Lionheart Assurance Solutions, LP  August 2009 - October 2009
Daimler Truck Financial  2006 - 2008

Skills
Customer Service, Training, Management, Negotiation, Accounts Receivable, Credit, Sales, Insurance, Recruiting, Microsoft Excel, Team Building, Marketing, Outlook, Inventory Management, Sales Management, Leadership, New Business Development, Account Management, Call Center, SBN, Coaching, Commercial Finance, Administration, Cognos, Infolease, Microsoft Word, Billing Solutions, Client Billing, Billing Process, Retail, Human Resources, Accounting, Call Centers

Education
Bradley University   1999 — 2003
Bachelor of Science, Music Business

DGN   1995 — 1999

Erica Peters Erica Peters Hershey, Pennsylvania Details
Erica Peters's New York Life Insurance Company Experience May 2008 - August 2008
Job Administrative Assistant at Children's Miracle Network Hospitals
Industry Nonprofit Organization Management
Experience
Children's Miracle Network at Penn State Hershey Children's Hospital   January 2014 - Present
Boston Children's Hospital  September 2012 - Present
Bridgewater State University  January 2010 - May 2012
Bridgewater State University, T.V Studio   September 2010 - January 2011
Cramer  May 2010 - August 2010
Merrimack College, Career Services Ofice   September 2008 - December 2008
New York Life Insurance Company   May 2008 - August 2008

Skills
Microsoft Office, Excel, Outlook Express, Adobe Photodeluxe, PowerPoint skills, Lotus Notes, PowerPoint, Microsoft Excel, Editing, Customer Service, Human Resources, Public Relations, Creative Writing, Video, Training, Nonprofits, Event Planning, Social Networking, Facebook, Culinary Skills, Project Delivery

Education
Bridgewater State College   2009 — 2012
Communication Studies

Merrimack College   2007 — 2009
N/A

Braintree High School   2003 — 2007
Diploma

Al Lazaro Al Lazaro Greater Chicago Area Details
Al Lazaro's New York Life Insurance Company Experience April 2011 - Present
Job at MainStay Asset Management
Industry Financial Services
Experience
New York Life Insurance Company   April 2011 - Present
Van Kampen Investments  April 1999 - June 2010
Wachovia Securities (Formerly EVEREN Securities)   June 1996 - April 1999

Skills
401k, Alternative Investments, Financial Advisory, Employee Benefits, Investment Advisory, Investments, Marketing, Mutual Funds, Retirement, Retirement Plan..., Sales, Retirement Planning, Separately Managed..., Series 63, Series 7, Wealth Management, Fixed Annuities

Education
Bradley University   1989 — 1993

Antoine Glass Antoine Glass Greater New York City Area Details
Antoine Glass's New York Life Insurance Company Experience September 2008 - July 2010
Job Owner, Producer, Singer/Songwriter at Glassics Music
Industry Music
Experience
Glassics Music   October 2012 - Present
Islandia-Central Islip Rotary Club   January 2011 - June 2014
North Shore Financial Group, An Office of MetLife  September 2010 - October 2012
www.TimetoPlay.com   July 2011 - July 2012
New York Life Insurance Company   September 2008 - July 2010

Skills
Securities, Financial Services, Small Business, Finance, Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Disability Insurance, 401k, IRAs, Life Insurance, Long-term Care, Wealth Management, Insurance, Investments, Series 63, Strategic Financial..., Series 7, Estate Planning

Education
Bridgewater State University
Business Management

State University of New York - System

Linda A. Fravel, LUTCF, CPCU Linda A. Fravel, LUTCF, CPCU Greater Grand Rapids, Michigan Area Details
Linda A. Fravel, LUTCF, CPCU's New York Life Insurance Company Experience September 2007 - September 2013
Job RetiredRecruiting Coordinator for New York Life/NYLIFE Securities
Industry Financial Services
Experience
New York Life Insurance Company   September 2007 - September 2013
New York Life Insurance Company   September 2002 - September 2007
Fremont Insurance Company  January 1999 - June 2002

Skills
Insurance, Retirement Planning, Long-term Care, Recruiting, Life Insurance, Disability Insurance, Fixed Annuities, 401k

Education
Case Western Reserve University   1963 — 1964
BA, Psychology

Bowling Green State University
Sociology and Psychology

John Mickelson John Mickelson Greater Salt Lake City Area Details
John Mickelson's New York Life Insurance Company Experience July 1995 - July 2001
Job Owner at Mickelson Financial Services
Industry Financial Services
Experience
Cambridge Investment Research  May 2012 - Present
Mickelson Financial Services, Inc.   May 1995 - Present
Woodbury Financial Services  July 2007 - September 2011
Equity Services, Inc.   June 2001 - July 2007
New York Life Insurance Company   July 1995 - July 2001

Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning

Education
The American College   2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services

Brigham Young University   1992 — 1995
Bachelor of Science (BS), International Finance

Utah State University   1990 — 1992

John Schaller John Schaller Toledo, Ohio Area Details
John Schaller's New York Life Insurance Company Experience July 2000 - February 2004
Job Specialty Sales Consultant Nestle Health Science Pamlab
Industry Pharmaceuticals
Experience
Nestlé Health Science-Pamlab, Inc.   August 2010 - Present
Schering-Plough Pharmaceuticals  February 2004 - March 2010
New York Life Insurance Company   July 2000 - February 2004
Prudential Securities  January 1999 - July 2000
Medico Medical Equipment and Supplies   November 1997 - January 1999
Synco USA   December 1995 - October 1997

Skills
Sales Management, Sales, Sales Process, Customer Service, Sales Operations, Cold Calling, Leadership, B2B, Marketing, Management, Business Planning, Training, Selling, Pharmaceutical Sales, Account Management

Education
Bowling Green State University   1992 — 1995
BS, Sport Management/Business

Keith Antifonario Keith Antifonario Greater Boston Area Details
Keith Antifonario's New York Life Insurance Company Experience November 2011 - Present
Job Dedicated Financial Services Professional helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities, LLC  July 2012 - Present
New York Life Insurance Company   November 2011 - Present
Sophos  June 2007 - November 2011
M. Braun   April 2000 - June 2007

Skills
Insurance, Life Insurance, Sales, Retirement, Investments, Finance, Solution Selling, Direct Sales, Cold Calling, Sales Process, Licensed Life Insurance..., Strategic Planning, Key Person Protection, Account Management, Fixed Annuities, Student Financial Aid, Lead Generation, New Business Development, Protection..., Sales Operations, Retirement Planning, Gifting Strategies, Legacies, Wealth Preservation..., Multi-generational..., Multi-generational..., 401(k) Rollovers, Multi-Tasking Skills

Education
Bridgewater State College   1995 — 1999
Bachelor of Science, Physical Education

Dracut High School   1991 — 1995

Jeffrey Cornejo Jeffrey Cornejo Greater Los Angeles Area Details
Jeffrey Cornejo's New York Life Insurance Company Experience March 2015 - Present
Job Recruiting and Marketing Manager Latino Markets at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2015 - Present
New York Life Insurance Company   July 2011 - Present
Unisource Discovery   August 2010 - May 2011
Bank of America  June 2009 - August 2009

Skills
Retirement Planning, Long-term Care, Strategic Financial..., Investments, Series 63, Mutual Funds, Fixed Annuities, Retirement, Fixed Income, Life Insurance, Financial Services, Finance, PowerPoint, Financial Planning, Bloomberg, Public Speaking, Social Media, Event Planning, Securities, Research, Microsoft Office, Leadership, Marketing, Management, Social Networking

Education
Brandeis University   2006 — 2010
B.S., Physics

Jonathan Jacob Jonathan Jacob Waltham, Massachusetts Details
Jonathan Jacob's New York Life Insurance Company Experience May 2014 - August 2014
Job Public Relations Intern at Dassault Systèmes
Industry Public Relations and Communications
Experience
Dassault Systèmes  September 2015 - Present
CTP  May 2015 - August 2015
UNIQLO  May 2015 - August 2015
Mercury Media  January 2015 - May 2015
New York Life Insurance Company   May 2014 - August 2014
Crunchbutton  January 2014 - May 2014
American Red Cross  September 2010 - June 2012

Skills
Event Planning, Social Media Marketing, Public Relations, Marketing, Advertising, Blogging, Copywriting, Press Releases, Media Relations, Social Media, Research

Education
Brandeis University   2012 — 2016
Bachelor of Arts (B.A.), Business, Anthropology

Jeff Dennis Jeff Dennis Greater Boston Area Details
Jeff Dennis's New York Life Insurance Company Experience August 2012 - August 2013
Job Brokerage Services Rep II at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc.   August 2014 - Present
Santander Bank, N.A.   August 2013 - August 2014
New York Life Insurance Company   August 2012 - August 2013

Skills
Financial Modeling, Financial Analysis, Economics, Portfolio Management, Finance, Fixed Income, Corporate Finance, Quantitative Analytics, Investments, Valuation, Stata, Mutual Funds, Asset Management, Equity Research, Financial Planning, Bloomberg, Data Analysis, Financial Services, Securities, Accounting, Insurance, Microsoft Office, Analysis

Education
Brandeis International Business School   2010 — 2012
Master of Arts (M.A.), International Economics & Finance

Brandeis University   2007 — 2011
Bachelor of Arts (B.A.), Economics

Brandeis University   2007 — 2011
Bachelor of Arts (B.A.), Business/Commerce, General

Sanborn Regional High School

Norman Chipman Norman Chipman Greater Boston Area Details
Norman Chipman's New York Life Insurance Company Experience July 2001 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company   July 2001 - Present
NYLIFE Securities LLC  July 2001 - Present
Faded Halo   1994 - Present
Sovereign Bank  November 1994 - June 2001

Skills
Estate Planning, Retirement, Investments, Customer Service, Strategic Planning, 401k Rollovers, Annuity Sales, Wealth Transfer..., Permanent Life Insurance, Long Term Care Insurance, Business Exit Strategy, Life Insurance...

Education
The American College   2004 — 2012
Chartered Life Underwriter

Bridgewater State College   1989 — 1993
Bachelors of Arts, Speech Communication

Nicole D'Andrea Nicole D'Andrea Fort Myers, Florida Area Details
Nicole D'Andrea's New York Life Insurance Company Experience November 2013 - June 2015
Job Communications Specialist
Industry Marketing and Advertising
Experience
New York Life Insurance Company   November 2013 - June 2015
LAZ Parking  November 2011 - November 2013
Harland Clarke  August 2006 - March 2007
Cambridge Trust Company  January 2001 - July 2006
CPS Direct Inc.   June 2000 - December 2000
Ward Rovner & Partners   May 1998 - June 2000
Kaupp Forte Advertising   July 1997 - May 1998
Bridgewater State University  September 1996 - May 1997

Skills
Microsoft Office, Production Management, Account Management, Public Relations, Project Coordination, Banking, Advertising, Marketing Communications, Branding

Education
Bridgewater State University   1993 — 1997
Bachelor of Arts in Communication, Speech Communication and Public Relations

Dominique Hite Dominique Hite Atlanta, Georgia Details
Dominique Hite's New York Life Insurance Company Experience July 2008 - August 2010
Job Senior Administrative Assistant at City of Atlanta
Industry Government Administration
Experience
City of Atlanta, Mayor's Office of Cultural Affairs   August 2014 - Present
Horizon Services  March 2014 - June 2014
Extended Stay America  2011 - March 2014
QVC  September 2013 - November 2013
New York Life Insurance Company   July 2008 - August 2010
Bruster's Real Ice Cream  August 2008 - September 2008
Dunkin Donuts  June 2008 - August 2008

Skills
Administrative..., Customer Service, Customer Satisfaction, Customer Support, Customer-focused Service, Hospitality, Food Service Operations, Servers, Microsoft Office, Event Planning

Education
Old Dominion University   2011 — 2014
Bachelors of Art, Studio Art

Bridgewater College   2009 — 2010
Digital Photography, Art/Art Studies, General

April Leahy April Leahy Greater Boston Area Details
April Leahy's New York Life Insurance Company Experience August 2013 - Present
Job Financial Service Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Insurance
Experience
NYLIFE Securities LLC  August 2014 - Present
New York Life Insurance Company   August 2013 - Present
Bank of America  May 2008 - July 2013
PTO Volunteer   2003 - 2013
IBM  October 1986 - January 2002

Skills
Sales, Account Management, Relationship Management, Customer Satisfaction, Risk Management, Life Insurance, Retirement Planning, Protection..., Estate Planning, Building Relationships, Succession Planning, Networking, Annuity Sales, Asset Protection, Gifting Strategies, Business Insurance..., Personal Finance, Education Funding..., Licensed in Long Term..., Seminar Marketing, Thought Leadership, Charitable Giving, Creative Problem Solving, Key Person Protection, Licensed Life Insurance..., Insurance

Education
Bridgewater State College   1986 — 2002

New England Institute of Technology   1985 — 1987
Bachelor of Science (BS), Electronics Engineering

FES

Brendon Elliot Brendon Elliot Waltham, Massachusetts Details
Brendon Elliot's New York Life Insurance Company Experience July 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2013 - Present
New York Life Insurance Company   July 2009 - Present

Skills
Life Insurance, 401k Rollovers, Fixed Annuities, IRAs, Estate Planning, College Savings Plans, Long Term Care Insurance, Financial Services, Retirement, Wealth Accumulation, Series 6, Small Business, Financial Planners, Mutual Funds, Series 63, Long-term Care, Series 7, Roth IRA, Disability Insurance, Buy-sell Agreements, Variable Annuities, Key Person Protection, Guaranteed Lifetime..., Financial Planning

Education
Bridgewater State College   2008 — 2009
Bachelor's degree, Communication, General

Eckerd College   2005 — 2008
Bachelor's degree, Public Relations

Bridgewater-Raynham High School   2000 — 2004

Allyson Gordon Allyson Gordon Braintree, Massachusetts Details
Allyson Gordon's New York Life Insurance Company Experience 2010 - 2010
Job Talent Acquisition Partner
Industry Medical Devices
Experience
Haemonetics  July 2013 - Present
American Tower  November 2012 - July 2013
UTC Aerospace Systems  December 2010 - November 2012
Puma  2010 - 2010
New York Life Insurance Company   2010 - 2010
Liberty Mutual  2009 - 2010
Wipro Technologies  2008 - 2009
Citizens Bank  2007 - 2008
State Street  2006 - 2007
Color Kinetics  2004 - 2006

Skills
Talent Acquisition, College Recruiting, Technical Recruiting, Applicant Tracking..., Onboarding, Internet Recruiting, Aerospace, Deferred Compensation, Employee Engagement, Resume Writing, Temporary Placement, Cold Calling, Recruiting, Employee Relations, PeopleSoft, Vendor Management, Recruitment Advertising, Permanent Placement, Job Fairs, New Hire Orientations, Performance Management, Wireless, Interviews, Screening Resumes, Employer Branding, HR Consulting, Strategic Sourcing, Human Resources, Taleo, Employee Benefits, Staff Augmentation, Personnel Management, Executive Search, Workforce Planning, Succession Planning, Organizational..., Training, HRIS, SDLC, Temporary Staffing, Employee Training, Sourcing, HR Policies, Contract Recruitment, Talent Management, Benefits Negotiation, Benefits Administration, Screening, Building Relationships, Staffing Services

Education
Bridgewater State College   1998 — 2001
Organizational Development, Business/Corporate Communications

Steven Glaser Steven Glaser San Francisco Bay Area Details
Steven Glaser's New York Life Insurance Company Experience February 2008 - Present
Job Agent at New York Life Insurance Company helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
New York Life Securities LLC  February 2008 - Present
New York Life Insurance Company   February 2008 - Present
Aerenson Glaser Capital   2000 - 2007
University of California San Francisco  1990 - 2000
Lincoln Property Company  1985 - 1990
Arthur Andersen & Co.   1979 - 1985

Skills
Licensed Life and..., Sales Management, Customer Service, Research, Strategic Planning, Marketing, Leadership, Securities, Disability Insurance, Retirement Planning, Long-term Care, 401k Rollovers

Education
University of Massachusetts, Amherst   1977 — 1979
MBA Finance & Accounting, Accounting and Finance

Brandeis University   1973 — 1977
Bachelor's Degree, Economics, Economics

Framingham North/South High School   1969 — 1973

Spencer Cassler Spencer Cassler Portland, Oregon Area Details
Spencer Cassler's New York Life Insurance Company Experience 2003 - 2005
Job Executive Team Leader at Target
Industry Retail
Experience
Target  2013 - Present
Target  2010 - 2013
Target  2009 - 2010
Target  2007 - 2009
Target  2006 - 2007
Target  December 2005 - February 2006
New York Life Insurance Company   2003 - 2005
Walmart  1998 - 2002

Skills
Store Management, Leadership, Customer Service, Human Resources, Team Building, Sales, Logistics, Coaching, Inventory Control, Merchandising, Social Networking, Asset Protection, Inventory Management, Team Leadership, Management, Leadership Development, Retail, Hiring, Profit

Education
University of Phoenix   2005 — 2007
MBA, Business Administration

Brigham Young University   1993 — 1997
BS, Psychology

Brigham Young University - Idaho   1992 — 1993
AA, General

Nick Mitidiero Nick Mitidiero Greater Chicago Area Details
Nick Mitidiero's New York Life Insurance Company Experience November 2010 - February 2012
Job Co Owner, Coach at CrossFit Natus Vincere
Industry Financial Services
Experience
CrossFit Natus Vincere   March 2015 - Present
Northbrook Park District  April 2014 - December 2014
TransNational Bankcard  November 2013 - March 2014
PNC  May 2013 - March 2014
New York Life Insurance Company   November 2010 - February 2012

Skills
Financial Services, IRAs, Retirement Planning, Life Insurance, Mutual Funds, Strategic Financial..., Investments, Employee Benefits, Fixed Annuities, Portfolio Management, Recruiting, Banking, Retail Banking, Loans, Customer Service

Education
Bradley University   2007 — 2010
Bachelors in Science, Economics

Ashley Baum Ashley Baum Richmond, Virginia Area Details
Ashley Baum's New York Life Insurance Company Experience January 2011 - August 2011
Job at
Industry Accounting
Experience
Pediatric Associates of Richmond   March 2013 - Present
Pediatric Associates of Richmon   May 2012 - March 2013
New York Life Insurance Company   January 2011 - August 2011
Cracker Barrel  May 2008 - March 2011

Skills
Customer Service, Employee Benefits, Entrepreneurship, Leadership, Long-term Care, Microsoft Excel, Coaching, Event Planning, Facebook, Financial Planners, Fixed Annuities, Insurance, Life Insurance, Microsoft Office, Microsoft Word, Outlook, Program Management, Public Relations, Public Speaking, Small Business, Strategic Financial..., Teamwork, Time Management

Education
Bridgewater College   2006 — 2010
BS, Business

Lee Davis High school   2002 — 2006
Business

Stephen Fortin Stephen Fortin Walpole, Massachusetts Details
Stephen Fortin's New York Life Insurance Company Experience June 2012 - November 2012
Job Assistant Branch Manager at Beacon Sales Company
Industry Building Materials
Experience
Beacon Sales Company  August 2015 - Present
Beacon Sales Company  April 2013 - Present
Hurley Roofing and Construction   May 2006 - March 2013
Fortin Plowing, Inc   January 2003 - March 2013
New York Life Insurance Company   June 2012 - November 2012

Skills
Sales, Series 6, Series 63, Team-oriented, Customer Service, Sales Process, Outlook, Construction, Time Management, Sales Management, Budgets, Social Media, Teamwork

Education
Bridgewater State College   2008 — 2012
Bachelor of Science (BS), Accounting and Finance

Brenda Arruda Brenda Arruda Providence, Rhode Island Area Details
Brenda Arruda's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2015 - Present
Specialty Millwork   January 2013 - March 2015
Country Inn Restaurant   May 2012 - September 2013
Friendly Ice Cream Corporation  September 2007 - May 2012
Westport Assc.   January 2008 - July 2010

Skills
Estate Planning, Retirement Planning, Legacy planning, Time Management, Social Networking, Customer Service, Microsoft Office, PowerPoint, Event Planning, Social Media, Leadership, Teamwork, Research, Outlook, Public Speaking, Editing, Data Entry, Event Management, Public Relations, Social Media Marketing, Permanent Life Insurance

Education
Bridgewater State University   2007 — 2011
Bachelors, Communication Studies

Bridgewater State University   2007 — 2011

Durfee High School

Andrea Hinton Andrea Hinton Provo, Utah Area Details
Andrea Hinton's New York Life Insurance Company Experience December 2014 - July 2015
Job Insurance Agent at Connexion Point (cXp)
Industry Insurance
Experience
Connexion Point (cXp)   July 2015 - Present
New York Life Insurance Company   December 2014 - July 2015
Niels Fugal Sons Company  March 2013 - January 2015
Snappy Quilts   August 2012 - December 2012
Setpoint Systems Corporation  October 2010 - January 2011
CSB Nutrition   March 2009 - June 2010
Close To My Heart  July 2007 - January 2009

Skills
Customer Service, Licensed Life and..., Life Insurance, Microsoft Word, Time Management, QuickBooks, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Process Improvement, Sales, Accounts Payable, Social Media Marketing

Education
Brigham Young University - Idaho   2012 — 2017
Bachelor of Business Administration (BBA), Accounting and Business Management, Sophomore

Snow College   2005 — 2006
College Coursework Completed, Theatre

Andrew Gomes Andrew Gomes Fall River, Massachusetts Details
Andrew Gomes's New York Life Insurance Company Experience December 2013 - Present
Job Solutions Specialist
Industry Wireless
Experience
Verizon Wireless  March 2015 - Present
New York Life Insurance Company   December 2013 - Present

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Mathematics, Science, Sales, Customer Service, Political Science, Aviation, Finance, Analysis, Data Analysis, Microsoft Office, Outlook, Public Speaking, Social Networking, Insurance, Retirement Planning, College Savings Plans, Long Term Care Insurance, Fixed Annuities, Estate Planning

Education
Bristol Community College   2008 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Bridgewater State University   2004 — 2008

Jonathan Lombardi Jonathan Lombardi Greater Boston Area Details
Jonathan Lombardi's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Restaurants
Experience
New York Life Insurance Company   May 2015 - Present
Rose Alley Alehouse   August 2013 - November 2013
Ninety Nine Restaurants  September 2012 - September 2013
ContentLEAD  June 2012 - August 2012
Enterprise Holdings Inc.  November 2009 - June 2012
Lowe's Home Improvement  November 2009 - November 2010

Skills
Licensed Life Insurance..., 401k Rollovers, Business Planning, Asset Protection, Wealth Preservation..., Sales, Marketing, Management, Account Management, Business Development, Leadership, Customer Service, Marketing Strategy, SEO, Customer Satisfaction, Sales Management

Education
Bridgewater State College   2004 — 2008
Bachelors, Global Management

Coyle Cassidy High school   2000 — 2004
High School Diploma

Michael Bierman Michael Bierman Greater New York City Area Details
Michael Bierman's New York Life Insurance Company Experience January 2012 - Present
Job
Industry Financial Services
Experience
NYLIFE Securities LLC  January 2012 - Present
New York Life Insurance Company   January 2012 - Present
ThermaTech LLC   2001 - 2013
Community Medical & Dental Care   2006 - 2008
Rockland County Adult Home   1999 - 2006

Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Small Business, Financial Services, IRAs, Whole Life, Roth IRA, 401k, Investments, Health Insurance, Nonprofits, Fixed Annuities, Buy-sell Agreements, Finance, Non-profits, Employee Benefits, Management, Estate Planning, Retirement, Legacies, Analysis, Mutual Funds, Personal Finance, Universal Life, legacy planning, Supplements to Employee..., Whole Life Insurance, Education Funding..., Business Insurance..., Grandchild Gifting, Strategic Planning, Permanent Life Insurance, 401k Rollovers, Securities, Wealth Preservation..., 401(K) Rollovers, Long-Term Care Insurance

Education
Yeshiva University   1979 — 1981
MSW, Community Organization

Brandeis University   1970 — 1972
MA, Contemporary Jewish studies

Long Island University, Brooklyn Campus
BA, Psychology

Mary Beth Wald Mary Beth Wald United States Details
Mary Beth Wald's New York Life Insurance Company Experience June 1997 - December 2011
Job Department Secretary Student Wellness at Brigham Young University
Industry
Experience
Brigham Young University  January 2014 - Present
Timpanogos Regional Hospital  August 2006 - January 2014
New York Life Insurance Company   June 1997 - December 2011

Skills
Management, Research, PowerPoint, Sales, Training, Photoshop

Education
Brigham Young University
Bachelor of Arts (B.A.), English Literature

Greg Piercy Greg Piercy Provo, Utah Area Details
Greg Piercy's New York Life Insurance Company Experience April 2008 - June 2010
Job Licensing Manager at Vivint
Industry Security and Investigations
Experience
Vivint  September 2014 - Present
Vivint  February 2013 - September 2014
Vivint  January 2012 - February 2013
AlphaGraphics  June 2011 - January 2012
University of Utah  August 2011 - December 2011
New York Life Insurance Company   April 2008 - June 2010
Smoke House Pizza and BBQ   March 2005 - August 2007

Skills
Leadership, Training, Social Media Marketing, Financial Analysis, Business Strategy, Microsoft Excel, Project Management, Six Sigma, Spanish, Data Analysis, Online Marketing, Quantitative Analysis, SEO, Microsoft Office, Marketing, Excel, Salesforce.com, Public Speaking, Digital Contracts, Process Improvement, Statistical Data..., Lean Management, HTML, Microsoft Project, Visio, Break-even Analysis, Business Planning, EchoSign, Reporting & Analysis, Financial Modeling, Risk Management

Education
University of Utah   2010 — 2011
MBA, Marketing / Project Management

Brigham Young University   2006 — 2010
BA, History, Minor in Business Management

P. Tyler Ellis P. Tyler Ellis San Francisco Bay Area Details
P. Tyler Ellis's New York Life Insurance Company Experience January 2012 - Present
Job Life Product Consultant, Pacific Zone, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2012 - Present
New York Life Insurance Company   June 2008 - December 2011

Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Strategic Financial..., Life Insurance, Investments, Insurance, Estate Planning, Wealth Management, Long-term Care, IRAs

Education
Brigham Young University
Bachelor of Science (BS), Neuroscience

Chris Speers Chris Speers Greater St. Louis Area Details
Chris Speers's New York Life Insurance Company Experience 2002 - 2002
Job BD Ops with Boeing Energy
Industry Defense & Space
Experience
Boeing Energy: Boeing Defense, Space & Security   May 2010 - Present
Training Systems & Services: Boeing   2007 - 2010
Boeing  2005 - 2007
New York Life Insurance Company   2002 - 2002
LDS Church  January 1999 - January 2001

Skills
Financial Reporting, Process Improvement, Forecasting, Budgets, Financial Analysis

Education
SAINT LOUIS UNIVERSITY, John Cook School of Business   2008 — 2011
Master of Business Administration

Brigham Young University - Idaho   1998 — 2005
B.S, Business Management; Finance

THE AMERICAN SCHOOL IN LONDON   1992 — 1998

Brent A. Jones, LUTCF Brent A. Jones, LUTCF Greater Denver Area Details
Brent A. Jones, LUTCF's New York Life Insurance Company Experience October 2004 - January 2010
Job Principal with ICI Financial LLC
Industry Insurance
Experience
ICI Financial LLC   January 2015 - Present
NAIFA  2015 - Present
NAIFA  May 2012 - April 2015
ICI Financial LLC   January 2010 - December 2014
City of Aurora  2009 - 2014
City of Aurora  2010 - 2011
State of Colorado  January 2009 - December 2010
New York Life Insurance Company   October 2004 - January 2010
New York Life Insurance Company   2006 - 2009

Skills
Retirement Planning, Long-term Care, Insurance, Fixed Annuities, IRAs, Financial Services, Life Insurance, Financial Planners, Disability Insurance, Income Protection, Public Policy, Tax Free Income, Employee Benefits, Estate Planning, Retirement, Leadership, Public Speaking, Financial Planning, Strategic Planning

Education
The American College   2006 — 2009
LUTCF - Professional Designation, - Finance, Retirement, and Insurance

University of Colorado Denver   2000 — 2003
Bachelor of Science (BS), Business Administration - Marketing / Economics

Community College of Aurora   1998 — 2000
Business Administration

Ricks College   1995 — 1996
Business Administration

Nancy Allain Nancy Allain Middletown, Rhode Island Details
Nancy Allain's New York Life Insurance Company Experience April 2011 - January 2013
Job Director of Community Relations at BlenheimNewport
Industry Real Estate
Experience
Blenheim-Newport   June 2014 - Present
PMAC Lending Services Inc.  November 2013 - June 2014
Residential Mortgage Services Corporation   March 2013 - July 2013
New York Life Insurance Company   April 2011 - January 2013
HSBC  August 1994 - February 2009
HSBC  October 1993 - September 1995
HSBC  August 1993 - October 1993

Skills
Mortgage Lending, Insurance, Sales, Finance, Refinance, Residential Mortgages, Customer Satisfaction, Customer Retention, CRM, Underwriting, Strategic Financial..., Retirement Planning, Brokers, Telephone Skills, Disability Insurance, Credit, Mortgage Banking, Charities, Phone Etiquette, Positive Work..., Positive Team Player, Sales Presentations, Retirement, Financial Services, Relationship Management, FHA, Loan Origination, Gifts, Problem Solving, Helping Clients, Refinancings, USDA, VA loans, Residential Homes, Real Estate Financing, Jumbo Mortgage, First Time Home Buyers, FHA financing, Fixed Rate Mortgages, Government Loans, Investment Properties, Funding, Credit Analysis, Consolidation, Loans, Investments, Home Equity Loans, Referrals, VA Loans, FHA Financing

Education
Bristol Community College   1980 — 1982
Nursing Candidate, Healthcare

James M. Lauzon, CLU James M. Lauzon, CLU Burlington, Massachusetts Details
James M. Lauzon, CLU's New York Life Insurance Company Experience January 1987 - September 2009
Job President, CEO at AFRM, LLC
Industry Financial Services
Experience
AFRM, LLC   2011 - Present
Smith Brothers Financial, LLC   June 2010 - Present
New York Life Insurance Company   January 1987 - September 2009
Raytheon Missile Systems  1982 - 1986

Skills
CLU

Education
Bridgewater State College
BS

Brennen Ames Brennen Ames Saint George, Utah Details
Brennen Ames's New York Life Insurance Company Experience 2012 - Present
Job Acceleration Sales & Marketing Coordinator at Intermountain Healthcare
Industry Health, Wellness and Fitness
Experience
Intermountain Healthcare  December 2014 - Present
New York Life Insurance Company   2012 - Present
ADP  2011 - 2012
Vivint  2005 - 2011

Skills
Retirement Planning, Sales Management, Investments, Marketing, Sales, Microsoft Office, Direct Sales, Awesomeness, Leadership, Strategic Planning, Management, Financial Analysis, Forecasting, Customer Service, Account Management, Sales Process, Insurance, Microsoft Excel, Small Business, Training, Budgets, Customer Satisfaction, Finance, Team Building, Team Leadership, Process Improvement, New Business Development, Cold Calling

Education
Brigham Young University - Idaho   2001 — 2008
Bachelor of Science (B.S.), Health & Exercise Science

Brigham Young University - Idaho

Todd Sunderland Todd Sunderland Greater Boston Area Details
Todd Sunderland's New York Life Insurance Company Experience September 2011 - July 2012
Job Marketing developer, Sales representative
Industry Marketing and Advertising
Experience
Code2action   September 2012 - Present
New York Life Insurance Company   September 2011 - July 2012
PGA TOUR  January 2004 - October 2011

Skills
Mobile Marketing, Public Speaking, Microsoft Office, New Business Development, Microsoft Word, Retail, Golf, Sports Marketing, Sports Management

Education
Brevard College   1998 — 2003
Bachelor's degree, Organizational Leadership

Brevard College   1998 — 2003
Bachelor's degree, Organizational Leadership

Phil Snyder Phil Snyder Maumee, Ohio Details
Phil Snyder's New York Life Insurance Company Experience March 2012 - December 2012
Job Community Liaison at Arrowhead Behavioral Health
Industry Mental Health Care
Experience
Arrowhead Behavioral Health  September 2013 - Present
Tenable Protective Services  February 2013 - Present
Servant Leadership Center   April 2013 - January 2014
Catholic Club   September 2008 - August 2013
New York Life Insurance Company   March 2012 - December 2012

Skills
Retirement, Estate Planning, Insurance, Investments, Retirement Planning, Fixed Annuities, Term Life Insurance, Long-term Care, Strategic Planning, Customer Service, Team Building, Sales, Marketing, Leadership, Volunteer Management, Small Business

Education
Bowling Green State University   1989 — 1994
Bachelor of Arts (BA), Business Administration and Management, General

Gina Mancini Gina Mancini Greater Boston Area Details
Gina Mancini's New York Life Insurance Company Experience October 2013 - October 2014
Job On Premise Representative
Industry Food & Beverages
Experience
Burke Distributing Corporation  July 2015 - Present
Howl at the Moon  September 2014 - Present
The Charlie Horse  February 2014 - November 2014
New York Life Insurance Company   October 2013 - October 2014
Stop & Shop  November 2007 - September 2014
Smokey Bones Bar & Fire Grill  April 2012 - February 2014
New York Life Insurance Company   May 2013 - October 2013
Bridgewater State University  January 2011 - May 2013

Skills
Microsoft Office, Microsoft Excel, Morningstar, Sales Force Alignment, Customer Service, Employee Training, Scheduling, Telephone Skills, Social Media

Education
Bridgewater State University   2010 — 2014
Bachelor's Degree, Business Administration and Management, General

Ryan Walker, CFP, ChFC, CLU Ryan Walker, CFP, ChFC, CLU Portland, Oregon Area Details
Ryan Walker, CFP, ChFC, CLU's New York Life Insurance Company Experience October 2009 - September 2010
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  September 2013 - Present
Fisher Investments  September 2010 - September 2013
New York Life Insurance Company   October 2009 - September 2010
The Mutual Fund Store  March 2008 - September 2009
Brock and Associates  May 2007 - March 2008
New York Life  May 2005 - May 2007

Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...

Education
The American College   2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations

Brigham Young University   2003 — 2007
Bachelors, Business Finance

Jay VanDerwerken Jay VanDerwerken Greater New York City Area Details
Jay VanDerwerken's New York Life Insurance Company Experience June 1996 - September 1997
Job Senior Managing Director at New York University
Industry Higher Education
Experience
New York University  February 2010 - Present
Dutch Investment Group   February 2010 - December 2014
Dutch Investment Group   November 2003 - February 2010
SunGard  May 2001 - January 2004
Gelco Information Network  September 1997 - March 2001
New York Life Insurance Company   June 1996 - September 1997

Skills
Strategic Planning, Start-ups, Strategic Alliances, Business Development, Security, Management, New Business Development, Executive Management, Mergers & Acquisitions, Contract Negotiation, Consulting, Cloud Computing, Sales, Financial Analysis, Selling, Leadership, Project Management, Program Management

Education
George Mason University
BS, Business Management

Brigham Young University

Investment Banking Institute of New York - Continuing Education, 2008

Katherine Walker Katherine Walker New York, New York Details
Katherine Walker's New York Life Insurance Company Experience May 2012 - August 2012
Job Sponsorship Sales Associate, Fairchild Fashion Media
Industry Events Services
Experience
Fairchild Fashion Media  July 2014 - Present
Advertising Women of New York  January 2014 - July 2014
Advertising Women of New York  January 2013 - January 2014
Greenbriar Rentals   October 2009 - December 2012
Karl's Event Services  September 2012 - September 2012
New York Life Insurance Company   May 2012 - August 2012
New York Life Insurance Company   May 2011 - August 2011

Skills
Event Planning, Customer Service, Time Management, Event Management, Leadership, Social Media, Microsoft Excel, Teamwork, Management, PowerPoint, Fundraising, Budgets, Facebook, Microsoft Office, Microsoft Word, Team Building, Marketing Communications, Advertising, Social Media Marketing, Public Relations, Social Networking, Email Marketing, Associations, Sponsorship Sales, Sponsorship Activation, Contractual Agreements, New Business Development, Proposal Writing

Education
Bowling Green State University   2009 — 2012
Bachelor of Science (BS)

Mount Vernon High School

Kent Kluba Kent Kluba Cary, North Carolina Details
Kent Kluba's New York Life Insurance Company Experience September 2009 - January 2013
Job Registered Financial Advisor at Triangle Advisors Group
Industry Financial Services
Experience
Triangle Advisors Group   February 2013 - Present
New York Life Insurance Company   September 2009 - January 2013
Lonesource  January 2009 - November 2009
Innerworkings  May 2007 - August 2008
Argyle Rhino   July 2006 - December 2007
RR Donnelley  June 2005 - August 2007
PBM Graphics  January 1994 - June 2005

Skills
Account Management, Marketing, B2B, Selling, Start-ups, Management, Advertising

Education
Brigham Young University
Bachelors, Spanish

Shaw Skurnick Shaw Skurnick Washington D.C. Metro Area Details
Shaw Skurnick's New York Life Insurance Company Experience 2011 - 2011
Job PR Director at Tysons Corner Meeting Center at Dulles University providing affordable meeting space
Industry Public Relations and Communications
Experience
Tysons Corner Meeting Center @ Dulles University   March 2013 - Present
AFLAC  May 2012 - March 2013
Republican Party  2000 - 2013
Guardsmark  November 2005 - April 2011
New York Life Insurance Company   2011 - 2011

Skills
Customer Service, Sales, Public Speaking, Marketing, Account Management, Sales Management, New Business Development, Contract Negotiation, Social Networking, Team Building, Strategic Planning, Coaching, Small Business, Negotiation, Leadership, Event Planning, Social Media Marketing, Business Development, Public Relations, Direct Sales, Microsoft Office, Social Media, Management, Training, PowerPoint, Marketing Strategy, Budgets, Advertising, Event Management, Entrepreneurship, Marketing Communications, Fundraising

Education
Brandeis University   1993 — 1997
Bachelor's Degree, Psychology & Anthropology

Marie Carney, SPHR Marie Carney, SPHR Cleveland/Akron, Ohio Area Details
Marie Carney, SPHR's New York Life Insurance Company Experience September 2009 - February 2011
Job Organizational Business Partner at The J.M. Smucker Company
Industry Food & Beverages
Experience
The J.M. Smucker Company   April 2014 - Present
Farmers Insurance  February 2011 - April 2014
New York Life Insurance Company   September 2009 - February 2011
KeyBank  April 2002 - September 2009

Skills
Succession Planning, Employee Relations, Onboarding, Human Resources, Talent Acquisition, Change Management, Executive Coaching, Leadership Development, Organizational..., Talent Management

Education
Bowling Green State University   1989 — 1995
BA, Interpersonal Communications

Robert Rosenbaum Robert Rosenbaum New York, New York Details
Robert Rosenbaum's New York Life Insurance Company Experience May 2002 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   May 2002 - Present

Skills
Series 7, Hedge Funds, Mutual Funds, Securities, Due Diligence, FINRA, Fixed Annuities, Wealth Management, Investments, Investment Advisory, Series 63, Equities, Financial Services, Strategic Financial..., Retirement, Alternative Investments, Fixed Income

Education
Brandeis University
Bachelor of Arts (B.A.), Economics & Politics

Joshua Slovin Joshua Slovin Boston, Massachusetts Details
Joshua Slovin's New York Life Insurance Company Experience June 2011 - November 2014
Job Financial Services Representative at TD Bank
Industry Banking
Experience
TD  December 2014 - Present
New York Life Insurance Company   June 2011 - November 2014
Temple Sinai of Sharon   July 1999 - June 2011
SLOVIN INSURANCE AGENCY   1992 - 1995

Skills
Curriculum Design, Management, Retirement Planning, Insurance, Property & Casualty..., Estate Planning, Grants, Sales, Long-term Care, Investments, Budgets, Community Outreach, Event Planning, Financial Services, Life Insurance, Marketing, Mutual Funds, Nonprofits, Public Speaking, Small Business, Social Media, Teaching

Education
Brandeis University   1988 — 1992
BA, Politics

Linda Sweet Marks Linda Sweet Marks Princeton, New Jersey Details
Linda Sweet Marks's New York Life Insurance Company Experience January 1992 - June 1994
Job at
Industry Legal Services
Experience
Educational Advocacy Resources LLC   January 2011 - Present
Ocean-Monmouth Legal Services, Inc   April 2007 - June 2009
Child Placement Review Board of Mercer County   2006 - 2007
CASA of Mercer   2004 - 2006
Middlesex Multi-Door Courthouse   January 1996 - January 1998
New York Life Insurance Company   January 1992 - June 1994
Dewey & LeBouef LLP   January 1987 - January 1992
Labaton Sacharow LLP   January 1986 - January 1987
Group W Cable, Inc   September 1984 - January 1986

Skills
Public Speaking, Mediation, Corporate Law, Courts, Mergers & Acquisitions, Non-profits, Civil Litigation, Nonprofits, Dispute Resolution, Legal Issues, Legal Assistance

Education
Brandeis University
B.A, Political Science; International Relations, Cum Laude

Emory University School of Law
J.D, Law, Academic University Scholarship, Moot Court Society

Mark Beatty Mark Beatty Greater New York City Area Details
Mark Beatty's New York Life Insurance Company Experience April 2011 - Present
Job IT Leader | Service Manager | ITIL Expert | linking the Business to IT strategy | MBA in IT and International Management
Industry Information Technology and Services
Experience
New York Life Insurance Company   April 2011 - Present
New York Life Insurance Company   2006 - 2011
New York Life Insurance Company   2002 - 2006
New York Life Insurance Company   2000 - 2002
Citi  1996 - 2000

Skills
Six Sigma, Visio, Governance, ITIL, Change Management, Strategy, Service Levels, Management, Program Management, Organizational Change, IT Governance, Operations Management, International Business, Managed global IT..., Service Level Management, Availability Management, ITIL v3 Expert, ITIL Service Manager, CMMI, ITIL Service Level..., ITIL Foundations v2, Lean Methodologies and..., Remedy ITSM 7.5, CMDB, Configuration Management, Innovation Development, CA Clarity, Application Development, Lotus Notes, Service Level..., Process Improvement, Outsourcing, PMO, Vendor Management, Leadership, SDLC, Enterprise Architecture, Business Analysis, Software Development, ITIL Process

Education
NYU Stern School of Business   2005 — 2009
Master of Business Administration (MBA), Information Technology, Management, and International Business

Brandeis University   1986 — 1990
Bachelor of Arts (B.A.), Psychology and Ancient History

Jon Schulhaus Jon Schulhaus Huntersville, North Carolina Details
Jon Schulhaus's New York Life Insurance Company Experience February 2002 - July 2002
Job Claims Specialist III
Industry Insurance
Experience
Liberty Mutual Insurance  May 2015 - Present
ELCO Administrative Services  2004 - May 2015
Enterprise Rent-A-Car  July 2002 - October 2004
New York Life Insurance Company   February 2002 - July 2002

Skills
Insurance, Property, Customer Service, Sales, Microsoft Excel, Microsoft Office, Negotiation, Customer Satisfaction

Education
Bridgewater State College   1994 — 1999
Bachelor of Arts (BA), History

Framingham State College
Master of Business Administration (MBA)

Rob Macey Rob Macey Greater Boston Area Details
Rob Macey's New York Life Insurance Company Experience February 2010 - May 2011
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2010 - May 2011
Golden Toad/Mighty Toad   September 1998 - July 2009

Education
Brandeis University   1994 — 1998
BA, Music Performance

Middlebury Union High School   1990 — 1994
HS Diploma

Elissa Schwartz MBA, M.Ed Elissa Schwartz MBA, M.Ed Providence, Rhode Island Area Details
Elissa Schwartz MBA, M.Ed's New York Life Insurance Company Experience September 2014 - Present
Job Dedicated Financial Services Professional helping to protect families and businesses.
Industry Financial Services
Experience
NYLIFE Securities LLC  November 2014 - Present
New York Life Insurance Company   September 2014 - Present
Windswept Farm   September 2000 - Present
Pet Partners Inc   February 2010 - March 2014
BeBop Burrito   September 2008 - May 2010
The Metropolitan Regional Career and Technical Center  July 2004 - June 2008
Roger Williams University  August 2003 - June 2005
North Attleboro High School  August 2003 - June 2004
Bishop Keough Reg. High School   August 2000 - June 2003

Skills
401k Rollovers, Business Insurance..., Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance, Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Community Outreach, Social Media, Event Planning, Team Building

Education
Northeastern University   2007 — 2011
M.Ed, Educational Leadership

Bryant University   2008 — 2009
Masters, Business Administration

Bridgewater State College   2002 — 2003
Secondary Ed teaching Certification

Brown University   1996 — 2000
A.B., Art-Semiotics

Midland Park High School   1992 — 1996
High School Diploma, College Prep

Melita McGowan Melita McGowan Cleveland/Akron, Ohio Area Details
Melita McGowan's New York Life Insurance Company Experience April 2005 - October 2007
Job Life Tracking Specialist at Mills, Potoczak & Company
Industry Insurance
Experience
Mills, Potoczak & Company   April 2012 - Present
Safeguard Properties  December 2011 - April 2012
JPMorgan Chase  January 2011 - November 2011
SLG Life Settlements, LLC   October 2007 - February 2011
New York Life Insurance Company   April 2005 - October 2007

Skills
Insurance, Access, Management, Event Planning, Leadership

Education
Bowling Green State University   1997 — 2001
BS in Education, Sports Management

Joseph Battrick Joseph Battrick Corvallis, Oregon Area Details
Joseph Battrick's New York Life Insurance Company Experience March 2013 - May 2013
Job Operatic/Broadway full lyric tenor masquerading as a conventional business employee (currently social services)
Industry Performing Arts
Experience
Mutant Tenor Productions   October 2008 - Present
Albany Civic Theater   2012 - Present
Cornerstone Associates, Inc   January 2015 - Present
Walmart  June 2014 - January 2015
State Farm - Teresa Barnard Agency   April 2014 - May 2014
Ultimate Staffing (VelaPoint Insurance, Hodges-Mace Benefits Group)   August 2013 - December 2013
New York Life Insurance Company   March 2013 - May 2013
DeMoss-Durdan Funeral Home   July 2005 - March 2013
Associated Press Sports   2005 - November 2011
Corvallis Gazette-Times  February 2004 - July 2005

Skills
Journalism, Sports, Social Media, Theatre, Microsoft Excel, Public Relations, Editing, Copy Editing, Blogging, Singing, Acting, Stage Direction, Teaching, Management, Facebook, Video, Storytelling, Music, Public Speaking, Customer Service, Microsoft Office, Training, Writing

Education
Oregon State University   2001 — 2003
Music - Vocal Performance

Brigham Young University   1999 — 2001
Music - Vocal Performance

Michelle Cabuk Michelle Cabuk Cleveland/Akron, Ohio Area Details
Michelle Cabuk's New York Life Insurance Company Experience April 2009 - June 2011
Job Call Center Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life  June 2011 - Present
New York Life  April 2009 - September 2011
New York Life Insurance Company   April 2009 - June 2011
Allstate Insurance  September 2000 - December 2008
Allstate Insurance  February 1996 - September 2000
Allstate  January 1994 - January 1996

Skills
Call Centers, Leadership, Customer Satisfaction, Management, Coaching, Customer Service, Insurance, Access, Microsoft Excel, PowerPoint, Quality Assurance, Avaya, Training, Process Improvement, Time Management, Project Management, Call Center

Education
University of Akron   1994 — 1998
Bachelor of Science, Nursing

Bowling Green State University   1986 — 1990
Bachelor of Science, Education (Spanish K-2)

Lanny Owens Lanny Owens Phoenix, Arizona Area Details
Lanny Owens's New York Life Insurance Company Experience January 1974 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company   January 1974 - Present

Skills
Customer Service, Leadership, Sales, Marketing, Life Insurance

Education
Brigham Young University

frank mistero frank mistero Greater New York City Area Details
frank mistero's New York Life Insurance Company Experience February 1990 - June 1998
Job Member Board of Zoning at Town of hempstead
Industry Financial Services
Experience
Town of hempstead  July 2010 - Present
New York Life Insurance Company   February 1990 - June 1998

Education
Bradley University
BS1968, Finance

Roderick G. White Roderick G. White Cleveland/Akron, Ohio Area Details
Roderick G. White's New York Life Insurance Company Experience April 2013 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2013 - Present
New York Life Insurance Company   July 2009 - April 2013
New York Life Insurance Company   January 2007 - July 2009

Skills
Financial Services

Education
Bowling Green State University
BA, Sociology and Speech Communications

Northwestern University
Executive Studies Program

Bill Coffey Bill Coffey Greater Boston Area Details
Bill Coffey's New York Life Insurance Company Experience May 2013 - July 2014
Job Client Service Administrator
Industry Financial Services
Experience
Financial Compass Group  July 2014 - Present
New York Life Insurance Company   May 2013 - July 2014
Nichols College  January 2006 - December 2012
Boston Red Sox  1998 - 2004

Skills
Athletics, Sports Management, Leadership, Injury Prevention, Strength & Conditioning, Event Planning, Baseball, PowerPoint, Microsoft Office, Sports Medicine, 401(k) rollovers, Annuity Sales, Licensed Life Insurance..., Asset Protection, Retirement Planning, Small Business, Intercollegiate..., Performance Enhancement, Sports Marketing

Education
Bridgewater State College   1990 — 1994
Bachelor of Science (BS), Phys Educ with concentration in Athletic Training

Sheldon Winicour Sheldon Winicour New York, New York Details
Sheldon Winicour's New York Life Insurance Company Experience 1990 - 2002
Job Director and Senior Counsel at Deutsche Asset and Wealth Management
Industry Law Practice
Experience
Deutsche Asset and Wealth Management  2005 - Present
Morgan Stanley Investment Management  2002 - 2005
New York Life Insurance Company   1990 - 2002

Skills
Due Diligence, Corporate Law, Securities Regulation, Corporate Governance, Mutual Funds, Mergers & Acquisitions, Retirement Planning, Private Equity, ERISA, Investment Advisory, Investment Management, Legal Research, Securities, Hedge Funds, Investment Strategies, Investments, Asset Management, Legal Compliance, Capital Markets, Structured Finance, Alternative Investments, Retirement, Financial Services, Equities

Education
Fordham University School of Law   1985 — 1988
J.D.

Brandeis University   1970 — 1974
B.A., cum laude, Comparative Literature

Classical High   1966 — 1970

Lettie Parker Lettie Parker Greater Salt Lake City Area Details
Lettie Parker's New York Life Insurance Company Experience October 2009 - July 2010
Job Exceeding expectations
Industry Executive Office
Experience
WAXIE Sanitary Supply  June 2014 - Present
Varilease  March 2011 - April 2014
Extend Health  August 2010 - January 2011
New York Life Insurance Company   October 2009 - July 2010
Parkers Wood Works   May 2002 - October 2009
Huetter Mill and Cabinet   November 2001 - May 2002

Skills
Management, Credit, Sales, Customer Service, Finance, Training, Insurance, Job Scheduling, Organization, Bid Preparation, Microsoft Office, Payroll, Account Management, QuickBooks, Always Punctual, Procedure Creation, Meticulous eye for..., Accounting, Invoicing, Banking, Administrative..., Employee Benefits, Accounts Payable, Team Building, Microsoft Excel, Public Speaking, Human Resources

Education
BYU-Idaho   2012 — 2016
Applied Management

LDS Business College   2003 — 2005
Associates Degree, Accounting2005

Judith Jepson Judith Jepson Greater Salt Lake City Area Details
Judith Jepson's New York Life Insurance Company Experience March 1989 - March 1999
Job Associate at Mercer Health & Benefits
Industry Insurance
Experience
Mercer Health & Benefits  June 1999 - Present
New York Life Insurance Company   March 1989 - March 1999
NCCS  March 1987 - March 1988

Skills
Change Management, Microsoft Excel, Public Speaking, Leadership Development, Project Management, Training, New Business Development, Social Media, Management Consulting, Management, Microsoft Office, Business Strategy, Coaching, Team Building, Team Leadership, Employee Relations

Education
Brigham Young University   1966 — 1968
Music

Hilary Lyons Hilary Lyons Tucson, Arizona Details
Hilary Lyons's New York Life Insurance Company Experience July 2013 - August 2014
Job Writer, editor and comedy improviser
Industry Writing and Editing
Experience
Myself  August 2014 - Present
New York Life Insurance Company   July 2013 - August 2014
Junior Achievement of Arizona  August 2012 - May 2013
Hilton Worldwide  February 2012 - August 2012
Congregation Chaverim   June 2006 - February 2012
Pima Air and Space Museum   February 2006 - June 2006
Tucson Fun and Adventures   July 2005 - February 2006
Order Out of Chaos   March 2004 - February 2006
The University of Arizona  December 1997 - October 1998
The University of Arizona  April 1995 - September 1997

Skills
Community Outreach, Public Speaking, Program Development, Fundraising, Nonprofits, Leadership, Volunteer Management, Grant Writing, Program Evaluation, Training, Community Development, Grants, Research, Editing, Event Planning, Budgets, Management, Workshop Facilitation, Sales, Philanthropy, Leadership Development, Public Relations, Event Management, Recruiting

Education
University of Arizona   1992 — 1994
Bachelor of Arts (B.A.), Creative Writing and Ecology and Evolutionary Biology

Brandeis University

Jeff Olenych Jeff Olenych Greater Pittsburgh Area Details
Jeff Olenych's New York Life Insurance Company Experience April 2014 - Present
Job Financial Services Professional at NYLife Securities LLC
Industry Insurance
Experience
NYLife Securities LLC  July 2014 - Present
New York Life Insurance Company   April 2014 - Present
ADT Security Services  August 2010 - April 2014
Cleveland Cavaliers  June 2010 - August 2010
Burns Entertainment & Sports Marketing  January 2010 - July 2010
Student Recreation Center  January 2008 - November 2009
Bowling Green High School Athletic Department   May 2009 - August 2009
Delta Tau Delta Fraternity  2007 - 2009

Skills
Customer Service, Public Relations, Cold Calling, Fundraising, Training, Building Relationships, Personal Finance, Annuity Sales, Permanent Life Insurance, Term Life Insurance, 401k Rollovers, Account Management, Asset Protection, Financial Services, IRA Rollovers, Wealth Management, Lifetime Income..., Investments

Education
Bowling Green State University   2006 — 2010
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing

Bowling Green State University   2006 — 2009
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing

Larry Searle Larry Searle Provo, Utah Area Details
Larry Searle's New York Life Insurance Company Experience June 1972 - June 1985
Job Retired at N/A
Industry Writing and Editing
Experience
N/A  June 2006 - Present
Searle Construction co.   April 1972 - June 2000
New York Life Insurance Company   June 1972 - June 1985

Education
Brigham Young University   1962 — 1970
None, General College

American Fork High School   1958 — 1961
Graduated, Music, Athletics, English, Health, History

Ken LeBlanc Ken LeBlanc Barnstable/Yarmouth, Massachusetts Area Details
Ken LeBlanc's New York Life Insurance Company Experience November 2010 - December 2012
Job I work for Boston Granite Exchange as the Cambria Marketing Rep in the Northeast
Industry Building Materials
Experience
Boston Granite Exchange   February 2014 - Present
New York Life Insurance Company   November 2010 - December 2012
Crossroads Pool and Design   April 2006 - November 2010
Business Solutions International  January 2007 - February 2008
New England Revolution  September 2007 - December 2007
Red Jacket Resorts  April 2002 - August 2006
Plymouth and Brockton   January 2006 - April 2006

Skills
Sales & Marketing..., Marketing, Social Networking, Direct Sales, Customer Service, Market Research, Public Speaking, Advertising, Microsoft Excel, PowerPoint, Lead Generation, Marketing Strategy, Sales, CRM, Dreamweaver, Social Media

Education
Bridgewater State University   2004 — 2008
Bachelors, Marketing, 3.3

Cape Cod Community College   2003 — 2004
Business Management, Marketing, 3.3

Dennis Yarmouth Regional Highschool   2001 — 2003
High school Diploma

Stephen Simons Stephen Simons Portland, Maine Details
Stephen Simons's New York Life Insurance Company Experience 2012 - March 2014
Job Portland, ME Correspondant at Der Yiddisher Moment
Industry Writing and Editing
Experience
Der Yiddish Moment   March 2015 - Present
Glickman Library, Sampson Center for Diversity in Maine, University of Southern Maine Libraries   October 2014 - Present
Stephen Simons Educational Consulting   January 2007 - Present
SRS Yiddish Translations   January 1974 - Present
New York Life Insurance Company   2012 - March 2014
Levey Day School   July 2010 - June 2011
Congregation Mishkan Tefila of Chestnut Hil, MA   July 1982 - June 2010
Brandeis Univesity   June 1998 - July 1998
Temple Israel of Natick, MA   July 1979 - June 1982

Skills
Teaching, Public Speaking, Leadership, Adult Education, Community Outreach, Nonprofits, Books, Program Development, Grant Writing, Fundraising, Grants, Classroom, Coaching, Social Networking, Term Life Insurance, Volunteer Management, Editing, Public Relations, Non-profits, Leadership Development, Translation, Curriculum Design, Staff Development, Strategic Planning, Teacher Training, Organizational..., Higher Education, Program Management, Small Business, Permanent Life Insurance, Event Planning, Long Term Care Insurance, Elementary Education, Analysis, Team Building, Training, Insurance, Social Media, Marketing, Educational Leadership, Curriculum Development, Academic Administration, Entrepreneurship, Career Counseling, Faculty Development, Mentoring, Classroom Instruction, Research, Writing, Event Management

Education
Brandeis University Graduate School of Arts and Sciences   1978 — 1979
PhD, Jewish Thought, Jewish Mystical Texts; Messianic Movements in Judaism and Immigration from Eastern E, and 1999-2002

Yeshivat Sulam Yaakov, Nachlaot, Jerusalem Israel   2003 — 2005
Talmud and Halacha

Shappell Yeshivah in Kiryat Moshe, Jerusalem Israel   1976 — 1977
pre-rabbinic ordination, Talmud

Brandeis University Graduate School of Arts and Sciences   1974 — 1976
MA, Hebrew and Yiddish Literature

Brandeis University   1970 — 1974
Bachelor of Arts (BA), Near Eastern and Judaic Studies and German Literature

Brandeis University BA in Judaic Studies 1974   1970 — 1974
BA, Near Eastern and Jewish Studies

Shane Chamberlin Shane Chamberlin Wichita, Kansas Area Details
Shane Chamberlin's New York Life Insurance Company Experience March 2008 - November 2009
Job Professional Sales and Managerial
Industry Financial Services
Experience
Savantius   May 2010 - November 2010
New York Life Insurance Company   March 2008 - November 2009
R.C. Willey Home Furnishings   May 2002 - January 2008

Education
Brigham Young University   2002 — 2007
Economics/ Biology

Norman Chipman Norman Chipman Greater Boston Area Details
Norman Chipman's New York Life Insurance Company Experience February 2001 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2001 - Present
Sovereign Bank  November 1994 - June 2001

Skills
Life Insurance, Mutual Funds, Long-term Care

Education
Bridgewater State College   1989 — 1993
Bachelor of Arts, Speech Communication

Wayne Wakumoto Wayne Wakumoto Greater Los Angeles Area Details
Wayne Wakumoto's New York Life Insurance Company Experience July 1983 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   July 1983 - Present
New York Life  1983 - Present

Education
Brigham Young University
Master of Education (M.Ed.)

Kerri (O'Brien) Miller Kerri (O'Brien) Miller Somerville, Massachusetts Details
Kerri (O'Brien) Miller's New York Life Insurance Company Experience February 2009 - February 2010
Job HR Business Partner, Brigham and Women's Hospital at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare  September 2014 - Present
Partners HealthCare  November 2013 - September 2014
Partners HealthCare  November 2012 - November 2013
Hebrew SeniorLife  November 2010 - November 2012
Unidine  March 2010 - November 2010
New York Life Insurance Company   February 2009 - February 2010

Skills
Coaching, Training, Employee Relations, Team Building, Onboarding, HRIS

Education
Bridgewater State College   2004 — 2009
Bachelor of Science (B.S.), Business Management - Human Resources

Buzz Roggenbuck Buzz Roggenbuck Pensacola, Florida Area Details
Buzz Roggenbuck's New York Life Insurance Company Experience August 2014 - Present
Job Licensed Agent for selling life insurance products through New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 2014 - Present
Kratos Defense and Security Solutions  November 2011 - April 2013
Insphere Insurance Solutions  2013 - 2013
DRS  2008 - 2011

Skills
Program Management, Security Clearance, Project Management, DoD, Operations Management, Aerospace, Systems Engineering, Engineering Management, Integration, Earned Value Management, Command, Military, Quality Management, MS Project, Process Improvement, Navy, System Design, Information Assurance, Engineering, Lean Manufacturing, Aviation, Quality Assurance, Defense, Proposal Writing, Aircraft, Six Sigma, Testing, Project Planning, Avionics, Air Force, National Security, Government Contracting, Manufacturing, Military Operations, Cross-functional Team..., Government, Contract Management

Education
Bradley University   1970 — 1976
Bachelor's Degree, Mechanical Engineering

James M. Riecker James M. Riecker Greater New York City Area Details
James M. Riecker's New York Life Insurance Company Experience February 2013 - February 2014
Job Oppenheimer & Co Portfolio Services
Industry Financial Services
Experience
Oppenheimer & Co.   January 2014 - Present
Jimmy Hay’s Steakhouse   November 2005 - May 2014
New York Life Insurance Company   February 2013 - February 2014
Queens County District Attorney's Office  February 2012 - June 2012
Steve Aniano Masonry   January 2004 - January 2010

Skills
Customer Satisfaction, Construction, Risk Assessment, Food & Beverage, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Management, Insurance

Education
Queens College, The City University of New York   2009 — 2012
Bachelor of Arts, English; Accounting and Information Systems, Business Law, Economics of Distribution/Marketing

Briarcliffe College   2007 — 2009
Associates, Business Administration

Oceanside High School

Judy Lehman Judy Lehman Columbus, Ohio Area Details
Judy Lehman's New York Life Insurance Company Experience February 2000 - August 2005
Job Compliance Manager for OhioHealth
Industry Human Resources
Experience
Dawson  June 2013 - Present
New York Life Insurance Company   February 2000 - August 2005
New York Life Insurance Company   March 1998 - February 2000
New York Life Insurance Company   August 1996 - March 1998

Skills
Recruiting, Employee Relations, Investments, Human Resources, Employee Benefits, Customer Service

Education
Bowling Green State University
Bachelor of Science, Business

Sharon Buker-Tully Sharon Buker-Tully Greater Boston Area Details
Sharon Buker-Tully's New York Life Insurance Company Experience July 2015 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company   July 2015 - Present

Skills
Microsoft Excel

Education
Bridgewater State University   2015 — 2019
Bachelor of Science (BS), Business Manaagement/Finance Concentration

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