New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company July 2011 - February 2015
New York Life Insurance Company December 2010 - July 2011
New York Life Insurance Company December 2008 - December 2010
The Reserve Funds June 2007 - December 2008
Bankers Life and Casualty October 2006 - May 2007
Skills
Marketing Strategy, Product Marketing, Retirement Income..., New Business Development, Annuities, Fixed Annuities, Mutual Funds, Consultative Selling, Sales Presentations, Presentation Development, Fund Accounting, Long-term Care, Retirement Planning, Financial Planning, Insurance, Product Development, Financial Analysis, Series 6, Series 63, Microsoft Office, People Skills, Public Speaking, Retirement, Investments, Asset Management, Financial Services, Variable Annuities, Financial Advisory, Asset Allocation, Securities, IRAs, Series 7, Wealth Management, 401k, Alternative Investments, Investment Strategies, Fixed Income, Capital Markets, Bonds, Relationship Management, Marketing, Leadership, Sales
Education
Monmouth University 2004 — 2006
B.S., Marketing and Finance
Brookdale Community College 2002 — 2004
Associate's Degree, Finance
New York Life insurance Company May 2012 - Present
M G Insurance October 2011 - June 2012
Carnival Cruise Lines September 2009 - September 2011
PDQ January 2005 - January 2008
Skills
Sales Management, Direct Sales, Direct Marketing, Insurance, Finance, Sales, Marketing, Customer Service, Team Building, Leadership, Marketing Strategy, Management, Cold Calling, Budgets, Team Leadership, Retirement, Public Speaking, Accounting, Social Media, Project Management, Analysis, Microsoft Excel, Training, Microsoft Word, Coaching, New Business Development, Time Management, Wealth Preservation..., Account Management, Customer Satisfaction, Outlook, Protection..., Business Planning, Strategic Planning, Small Business, Estate Planning, Recruiting, Financial Services, Tax, Key Person Protection, Fixed Annuities, Retirement Planning, Social Networking, Multi-generational..., Employee Benefits, Disability Insurance, Term Life Insurance, Strategic Financial..., Long-term Care, Life Insurance
Education
Brown College 2005 — 2008
Bachelor of Science, Game Design and development
Litchfield High School 1998 — 2001
New York Life Insurance Company 2013 - Present
Farmers Insurance April 2011 - September 2013
Oral & Maxillofacial Surgery Centers October 1995 - January 2003
Skills
Connecting People, Surgery, Hospitals, Insurance, Customer Service, Sales, Operating Room, Team Building, Healthcare, Dentistry, Marketing, Training
Education
Broward Community College 1982 — 1984
Emergency Medicine EMT/Paramedic field
EDMC October 2011 - Present
Hohman Landscaping March 2011 - October 2011
New York Life Insurance Company April 2010 - March 2011
Minuteman Press October 2007 - April 2010
Skills
Adobe Creative Suite, Dreamweaver, Illustration, PowerPoint, Microsoft Word, Outlook, QuarkXPress, Resume Writing, Graphics, Logo Design, Career Counseling, Interview Preparation, Career Development..., Employer Engagement, Social Networking, Public Speaking, Customer Service, Windows, Mac OS, FileMaker
Education
Butler County Community College 2004 — 2007
Associate of Arts and Sciences (A.A.S.), Graphic Design, GPA 3.7
New York Life Insurance Company July 2006 - Present
Bankers Life and Casualty 1993 - July 2006
Bankers Life and Casualty 1991 - 1993
Education
Wichita State University 1989 — 1991
Bachelor's degree, Business Administration and Management, General
Butler County Community College 1987 — 1989
Northwest Missouri State University 1986 — 1987
New York Life Insurance Company September 2015 - Present
Skills
Long Term Care Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Universal Life, Permanent Life Insurance, Guaranteed Lifetime..., IRAs, Multi-generational..., Charitable Gift..., Wealth Accumulation..., Traditional IRA, Annuity Sales, Buy-sell Agreements, Licensed Life Insurance..., Roth IRA, 401k Rollovers, Tax Free Income
Education
Brock University 1979 — 1982
Gonzaga College High 1974 — 1978
New York Life Insurance Company November 2012 - December 2014
Diversified Credit Services, Inc. October 2011 - November 2012
Sharon Country Club April 2006 - October 2011
Skills
Microsoft Excel, Insurance, Accounting, Tax, Finance, PowerPoint, Accounts Receivable, Analysis, Retirement, Financial Analysis, Strategic Financial...
Education
Bryant University 2007 — 2011
Bachelor's Degree, Accounting
Xaverian Brothers High SCHOOL 2004 — 2007
MCB Financial Services at Mansfield Bank July 2012 - Present
New York Life Insurance Company December 2008 - July 2012
United States Army Reserve November 1992 - January 2008
MFS Investment Management October 1992 - October 2003
Army National Guard January 1985 - November 1992
Tucker Anthony & RL Day May 1988 - January 1991
Skills
Investment Advisory, Financial Planning, Insurance, Asset Management, Budgeting, Mutual Funds, Retirement Planning, Investments, Long Term Care, Annuities, Retirement, Asset Allocation, Asset Managment, Strategic Financial..., Budgets
Education
Bryant University 2004 — 2007
Certificate in Financial Planning, Financial Planning and Services
Bryant University 1995 — 1999
MBA, Finance
Framingham State College 1982 — 1987
BA, Economics
Scottrade October 2014 - Present
MassMutual Financial Group January 2014 - October 2014
New York Life Insurance Company March 2012 - July 2013
Pacific Property Company December 2006 - July 2010
Accountants International January 2006 - December 2006
Education
Brown University
B.A.
New York University
MMS Education May 2013 - Present
Corporate Call Center August 2012 - April 2014
Mutual of Omaha September 2010 - July 2012
New York Life Insurance Company 2012 - 2012
Connolly Healthcare June 2008 - August 2009
Apria Healthcare September 2006 - June 2008
Mercy Health System November 2002 - July 2006
Spectrum Administrators May 1999 - June 2002
Siemens Healthcare June 1997 - May 1999
HEALTH PARTNERS OF PHILA March 1993 - February 1997
Skills
Insurance, Employee Benefits, Health Insurance, Medicare, Call Centers, Managed Care, Life Insurance, Claim, Property & Casualty..., Coaching, Process Improvement, Access, HIPAA, Training, Financial Analysis, Term Life Insurance, Analysis, Customer Service, Disability Insurance, Medicaid, Software Documentation, Customer Retention, Brokers, Policy, Management, Benefits Administration, Budgets, Auditing, Outlook, Claims Management, Employee Training, Time Management, Fixed Annuities, Health Savings Accounts, Risk Management, Medical Billing, Program Management, Long-term Care, Workers Compensation, Sales, Whole Life, Accounts Receivable, Umbrella Insurance, Small Business, Commercial Insurance, Team Building, Leadership, Critical Illness, Designations:..., Designation: Certified...
Education
Bucks County Community College 1978 — 1982
none, Business Administration, 3.8
University of Pennsylvania 1969 — 1971
none, Psychology, 3.25
New York Life Insurance Company July 2015 - Present
Communicate4Life May 2011 - Present
Guardian Life February 2014 - May 2015
ICABA Media Holdings, LLC August 2013 - February 2014
Florida Memorial University June 2011 - July 2011
Imagine Schools May 2010 - May 2011
Imagine Schools, Inc. January 2006 - May 2010
Imagine Schools 2004 - 2010
Artistic Impressions, Inc. 1996 - 2006
Chancellor Beacon Academies May 2000 - May 2004
Skills
Public Speaking, Fundraising, Production, Writing, Event Planning, Event Management, Teaching, Press Releases, Media Relations, Community Relations, Grant Writing, Community Outreach, Community Development, Speech Writing, Team Building, Strategic Planning, Social Media Marketing, Marketing Communications, Social Media, Television, Leadership, Research, Grants, Newsletters, Social Networking, Marketing, Public Relations, Storytelling, Radio, Government, Budgets, Proposal Writing, Staff Development, Higher Education, Internal Communications, Corporate Communications, Brand Development, Journalism, Recruiting, Broadcast, Copy Editing, Strategic Communications, Crisis Communications, Organizational..., Copywriting, Spokesperson, Sales, Policy
Education
Florida International University - College of Business Administration 2011 — 2012
MBA, Business Administration, 3.4
Northwestern University - Medill School of Journalism 1979 — 1980
Master of Science, Broadcast Journalism, Journalism
BS, Florida Agricultural and Mechanical University 1976 — 1979
Bachelor of Science, Journalism, Journalism
Broward College 1975 — 1976
Core Subjects
Arthur J. Gallagher & Co. April 2015 - Present
Crystal & Company June 2006 - February 2015
Houston Association of Health Underwriters 2007 - December 2011
Brown & Brown/Technical Risks, Inc.2005 January 2005 - June 2006
United Behavioral Health September 2002 - November 2003
Sageo, LLC December 2000 - September 2001
Prudential Financial January 1999 - December 2000
Cigna October 1994 - January 1999
New York Life Insurance Company October 1990 - October 1994
Cooper Industries, Inc. November 1987 - July 1990
Skills
Health Insurance, Brokers, Health Savings Accounts, Disability Insurance, Insurance, Employee Benefits, Commercial Insurance, Life Insurance, Underwriting, Property & Casualty..., Legal Liability, Risk Management, Long-term Care, Casualty, Workers Compensation, General Insurance, Benefits Administration, Professional Liability, Term Life Insurance, Claim, Group Insurance, Umbrella Insurance, Liability
Education
The Law Center at the University of Houston 1986 — 1987
Law
Brown University 1973 — 1977
BA, Psychology and Psycholinguistics
Williams Lea March 2012 - Present
Customs Staffing May 2010 - March 2012
New York Life Insurance Company 2005 - 2009
Skills
Property & Casualty..., Employee Benefits, File Management, Switchboard Operator, Postage Meter, PowerPoint, 10 Key, Office Management, Switchboard
Education
Bunker Hill Community College 1997 — 2000
Associate of Arts (A.A.), Fine and Studio Arts
New Jersey City University 1995 — 1996
Fine and Studio Arts
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company Dallas General Office April 2012 - September 2015
New York Life Insurance Company January 2009 - April 2012
Huffines Hyundai Kia McKinney May 2008 - November 2008
Autoflex Leasing May 2007 - May 2008
Viking Mortgage January 2005 - May 2007
JM&A Group December 2003 - December 2004
Moritz BMW June 2001 - February 2003
Walser Automotive April 1999 - June 2001
McLeodUSA January 1998 - April 1999
Skills
Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Finance, Long-term Care, Long Term Care Insurance, Series 7, Series 24, Series 6, Estate Planning, Securities, Personal Finance, Series 63, Variable Life, Business, Disability Insurance, Business Planning, Sales Management, Income, Strategic Financial..., Variable Annuities, LUTCF, Series 66
Education
The American College 2009 — 2022
Financial Services
Buena Vista University 1994 — 1995
Finance
North Central High School 1992 — 1994
Diploma
Mason City High School 1990 — 1992
Cartus January 2014 - Present
Higher One July 2013 - September 2013
Linda McMahon for Senate 2012 August 2012 - November 2012
Cartus April 2011 - September 2011
New York Life Insurance Company May 2010 - September 2010
Cartus May 2007 - August 2009
Skills
Customer Service, Market Research, Product Marketing, Direct Sales, Customer Retention, Customer Satisfaction, CRM software, CRM, Time Management, Sales, Cold Calling, Marketing, Account Management, Social Media, Microsoft Word, Leadership
Education
Bryant University 2006 — 2010
BS, Marketing
Brookfield High School 2002 — 2006
High School Diploma, General Studies, 3.3
Fairfield University
SS&C Technologies August 2015 - Present
New York Life Insurance Company February 2013 - September 2013
Seward and Monde, CPAs July 2012 - February 2013
New York Life Insurance Company May 2011 - August 2011
Charles M. Baltayan Jewelers June 2007 - August 2010
Skills
Accounting, Microsoft Office, Excel, Python, SAP, Metrics, Lotus Notes, Event Management, Hospitality, Building Brand Awareness, Microsoft Excel, Fundraising, Event Planning, Strategy, Finance
Education
Fairfield University 2014 — 2015
Master’s Degree, Finance, 3.77
Bryant University 2008 — 2012
Bachelor of Science Business Administration, Accounting, Psychology
Hamden High School 2004 — 2008
New York Life Insurance Company September 2014 - Present
Morgan Stanley Private Bank September 2010 - February 2013
Alexxalan Consulting LLC January 2007 - September 2010
Innercity Advisors 2007 - 2010
Wells Fargo Private Client Services October 2003 - December 2006
Oakland School for the Arts 2004 - 2005
Stanford Athletics Department November 2000 - September 2003
ANSUN Advisory Services, LLC January 1996 - October 2000
BA Securities, Inc./Bank of America September 1988 - November 1995
Manufacturers Hanover Trust Company December 1983 - August 1986
Skills
Investments, Portfolio Management, Mergers, Finance, Wealth Management, Start-ups, Strategy, Business Strategy, Management Consulting, Credit, Management, Loans, Wealth, Commercial Lending, Financial Structuring, Contract Negotiation, Program Management, Commercial Banking, Analysis, Coaching, Investment Management, Strategic Financial..., Mergers & Acquisitions, Executive Management, Leadership, Financial Advisory, Small Business, Investment Strategies, Wealth Management..., Private Equity, Financial Services, Asset Management, Securities, Alternative Investments, Due Diligence, Private Banking, Investment Banking, Financial Modeling, Asset Allocation, Fixed Income
Education
Stanford University Graduate School of Business 1986 — 1988
Masters, Business Administration. Finance concentration
Brown University 1975 — 1979
Bachelor of Arts, Mathematical Economics
The Hotchkiss School 1971 — 1975
Guardian Security & Investigations August 2012 - Present
New York Life Insurance Company August 2011 - July 2012
LRS PROPERTIES INC November 2008 - August 2011
Boston Equity Investments, INC October 2006 - November 2008
PAGA INC November 2005 - February 2007
SAWYER GENERAL CONTRACTING August 2004 - November 2005
United States Marine Corps August 2000 - August 2004
Skills
Framing, Windows, Inventory Management, Customer Service, Time Management, Outlook, Microsoft Word, Teamwork, Networking, Microsoft Office, Sales, Team Leadership, Microsoft Excel, Management, Data Entry, Team Building, Leadership, Customer Satisfaction, Public Relations, Marketing, Supervisory Skills, Budgets, Training, Public Speaking, Social Media Marketing, Event Planning, Social Networking, Invoicing, Business Development, Strategic Planning, Project Management, Event Management, Social Media, System Administration, Analysis, Leadership Development, Coaching
Education
Bunker Hill Community College 2006 — 2008
Business/Managerial Economics
Bunker Hill Community College 2006 — 2008
H.S. Diploma
Lebanon High School 1999 — 2000
University of Massachusetts
Criminal Justice
2U July 2015 - Present
Gamechaser January 2015 - Present
Self-Employed May 2013 - July 2015
Metis September 2014 - December 2014
Digitas Health February 2014 - April 2014
MeeGenius, Inc. November 2013 - November 2013
General Assemb.ly June 2013 - August 2013
Girl Gamer Vogue September 2012 - May 2013
New York Life Insurance Company January 2011 - May 2013
15 Minutes Media June 2010 - October 2010
Skills
User Experience, Web Design, WordPress, CSS, Adobe Creative Suite, Graphic Design, Social Media, SEO, Illustration, Photoshop, Web Development, Blogging, HTML, Flash, Technical Writing, Illustrator, XHTML, Design Consulting, Email Marketing, Copywriting, E-commerce, Accessibility, Branding Development, Dreamweaver, Video Editing, HTML5, HTML 5
Education
Metis New Economy Skills Training 2014 — 2014
UX & Front-End Development
General Assembly 2013 — 2013
User Experience Design Immersive (UXDi)
Bryn Mawr College 2005 — 2010
Bachelor of Arts, English
New York Life Insurance Company May 2015 - Present
BG Mobiliario Clínico September 2014 - Present
The Portland Group May 2011 - January 2015
Dorsal Reality Trust May 2007 - May 2011
Harvard Printing January 2009 - March 2011
Skills
Spanish, International Relations, Project Management, Teamwork, Microsoft Office, Social Media, Customer Service, Team Leadership, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Leadership, Research, Facebook, Finance
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Universidad de Salamanca 2014 — 2014
International Business
Marian High School 2007 — 2011
High school diploma
New York Life Insurance Company October 2013 - March 2014
Liberty Mutual Insurance July 2012 - October 2013
Allstate In 2010 - 2012
Skills
Insurance
Education
Bryant College
Bachelor of Science (B.S.), Accounting and Finance, Magna Cum laude
Brown University Economics Department September 2014 - Present
Brown University Office of Residential Life August 2013 - Present
New York Life Insurance Company May 2014 - August 2014
Brown University Math Department September 2013 - May 2014
MN Strategies June 2013 - August 2013
Brooklyn Public Library September 2008 - March 2012
Skills
Matlab, Microsoft Office, SQL, Microsoft Excel
Education
Brown University 2012 — 2016
Bachelor of Science, Applied Math-Economics
Fort Hamilton High School 2008 — 2012
New York Life Insurance Company October 2010 - Present
Skills
Long-term Care, Retirement Planning, Fixed Annuities, Term Life Insurance, Investments, Guaranteed Lifetime..., Key Person Protection, College Savings Plans, IRAs, Whole Life, Life, Rollovers, Buy-sell Agreements, Variable Life, Series 7, Series 63
Education
SUNY Binghamton 2007 — 2009
Economic BA
Broome Community College 2005 — 2007
New York Life Insurance Company April 1987 - Present
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Risk Management, Investments, Business Analysis, Financial Modeling, Change Management, Business Strategy, Portfolio Management, Estate Planning, Long-term Care, Life Insurance, Finance, Business Planning, Insurance, Strategic Financial..., Leadership, Budgets
Education
Bryn Mawr College 1992 — 1992
Estate Planning
USC 1991 — 1991
Mgt.
Leeward Community College 1983 — 1985
New York Life Insurance Company April 2015 - Present
Liberty Mutual Insurance August 2008 - October 2014
Liberty Mutual Insurance July 2002 - August 2008
Liberty Mutual Insurance January 2000 - June 2002
Liberty Mutual Insurance July 1996 - January 2000
Skills
Asset Protection, Insurance, Sales Management, Property & Casualty..., Life Insurance, Fixed Annuities, Term Life Insurance, Sales, Umbrella Insurance, Cold Calling, Customer Service, General Insurance, Team Building, New Business Development, Training, Recruiting, Management, Leadership, Account Management, Employee Training, Competitive Analysis, Marketing, Customer Satisfaction, Strategic Planning, Forecasting, Customer Retention, Time Management, Direct Sales, Small Business
Education
Bryan College 2011 — 2012
MBA, Business
East Tennessee State UniversityJohnson 1991 — 1993
B.A, Business Administration
New York Life Insurance Company March 2009 - October 2013
Rocklin Chamber of Commerce March 2010 - December 2012
The Jackson Laboratory May 2008 - December 2008
The Jackson Laboratory March 2004 - May 2008
The Jackson Laboratory June 2000 - March 2004
The Jackson Laboratory January 1999 - June 2000
The Jackson Laboratory October 1994 - January 1999
The Jackson Laboratory April 1989 - October 1994
Skills
Operations Management, Program Management, Lifesciences, Strategic Financial..., Process Improvement, Strategic Planning, Performance Improvement, Biotechnology, Cross-functional Team..., Process Analysis, Project Management, Business Strategy, Leadership, Management, Small Business, Budgets, Business Planning, Team Leadership, Quality Assurance, Sales, Contract Negotiation, Training, Data Analysis, New Business Development, Team Building, Customer Service, Business Analysis, Finance, Insurance, Marketing, Business Development, Entrepreneurship, Start-ups, Strategy, Analysis, Coaching, Risk Management, Management Consulting, Executive Management, Sales Management, Leadership Development, Financial Planning
Education
Bucknell University 1979 — 1983
BSEE, Electrical Engineering
Barrington High School 1975 — 1979
New York Life Insurance Company October 2012 - Present
Oceanstate Financial Services October 2009 - September 2012
Textron Financial Corp. June 1999 - May 2009
Texas Instruments 1992 - 1998
Skills
Variable Annuities, Retirement, Retirement Planning
Education
Bryant University 1997 — 2001
MBA, CIS
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Accounting
Central Falls High School
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company September 2014 - Present
Skills
Retirement Planning, Education Funding..., Financial Services, Life Insurance..., Wealth Preservation..., Supplements to Employee..., Annuity Sales, Life Insurance, Small Business, Customer Service, Gifting Strategies, Estate Planning, Marketing, Retirement Income...
Education
Loyola Marymount University
MBA, Int'l Marketing & Finance
British Columbia Institute of Technology
Computer Systems Technology
University of the Philippines
BS Tourism Management
Assumption Convent, San Lorenzo & Herran, Manila, Philippines
Grimes & Company July 2014 - Present
Boston Hill Advisors March 2013 - June 2014
Boston Hill Advisors April 2010 - February 2013
Bryant University January 2008 - May 2010
SKM Wealth Management L.L.C January 2009 - May 2009
New York Life Insurance Company September 2008 - November 2008
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Financial Services Concentration, Environmental Science Minor
Merrimack College 2011 — 2012
Certificate of Advanced Study in Financial Planning
St. Peter Marian Jr.-Sr. High School 2000 — 2006
New York Life Insurance Company December 2013 - Present
Bank of America March 2013 - November 2013
AT&T Mobility October 2007 - March 2013
PepsiCo - Pepsi Beverages Company November 2005 - April 2007
Skills
Asset Protection, Gifting Strategies, Protection planning/..., 401k() Rollovers, Insurance, Wealth Preservation..., Licensed Life & Health..., Team Leadership, Management, Product Marketing, Banking, Sales, Analysis, Customer Experience, Disability Insurance, Leadership, Retirement Planning, Sales Management, Sales Operations, Team Management, Life Insurance, Financial Services, Customer Service
Education
New Bedford High school 1990 — 1993
Bristol Community College
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company May 2013 - August 2013
Barclays June 2012 - August 2012
Skills
Actuarial Science, Actuarial Exams, Financial Modeling, Data Analysis, Microsoft Excel, Economics, Bloomberg, Stata, Bloomberg Terminal, PowerPoint, Statistics, Financial Analysis, Microsoft Office, Mandarin, VBA, Matlab
Education
Brown University 2010 — 2014
Sc.B., Applied Mathematics-Economics
Ward Melville High School 2007 — 2010
WestPoint Financial Group November 2013 - Present
New York Life Insurance Company January 2012 - November 2013
Skills
Sales Management, Sales, Finance, Insurance, Time Management, Strategy, Tax
Education
Butler University
Hanover College
Roncalli High School
PNC November 2011 - Present
Warshaw Financial Group March 2010 - Present
New York Life Insurance Company March 2010 - November 2011
Kaplan University July 2008 - March 2010
Skills
Retirement Planning, Estate Planning, Financial Planning, Investments, Mortgage Banking, Investment Banking, Advertising Sales
Education
University of Florida 2010 — 2011
Bachelors, Finance and Financial Management Services
Broward Community College 2007 — 2010
Associates, Business
Wayfair November 2010 - Present
Confidential March 2010 - November 2010
New York Life Insurance Company June 2009 - February 2010
Skills
Account Management, Negotiation, Marketing, Social Media, Microsoft Excel, Sales, Financial Analysis, Market Research, Online Advertising, SQL, Research, Data Analysis
Education
Wheaton College (MA) 2005 — 2009
B.A., International Relations, Economics, Development Studies
Brown University
International Political Economy
New York Life Insurance Company February 2011 - Present
Bankers Life and Casualty January 2010 - May 2010
Education
Broward Community College
New York Life Insurance Company December 2014 - Present
Skills
Financial Analysis, 401k Rollovers, Annuity Sales, Education Funding..., Estate Planning, Grandchild Gifting, Insurance, Key Person Insurance, Lifetime Income..., Life Insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, protection..., Sales, Communication, Leadership, Skilled Multi-tasker, Networking, Problem Solving, Public Speaking, Social Media, Social Networking, Time Management, Thought Leadership, Writing, Relationship Management, Retirement, Retirement Planning, Risk Management, Term Life Insurance, Wealth Preservation..., Asset Protection, Buy-sell Agreements, Charitable Giving, Creative Strategy, Customer Insight, Customer Relations, Customer Satisfaction, Direct Sales, Legacies, Licensed to Sell..., Banking, PowerPoint
Education
UMass Boston 2012 — 2014
Bachelor of Arts (BA), Sociology
Bunker Hill Community College 2010 — 2011
Associates/Bachelors, Business Management
CEB Insurance, Inc. 1982 - Present
Oakland Regional Brokerage Firm May 1977 - April 1982
New York Life Insurance Company 1973 - 1977
New York Life Insurance Company 1963 - 1973
Skills
Employee Benefits, Insurance, Life Insurance, Health Insurance, Account Management, Medicare, Disability Insurance
Education
Brown University
AB, History
Viridian Energy December 2014 - Present
Cardi's Furniture March 2012 - Present
Independent January 2004 - Present
Viridian Energy December 2014 - December 2014
John Hancock Financial Network/Independence Financial Partners April 2010 - March 2012
MassMutual Financial Group March 2008 - April 2010
New York Life Insurance Company January 2005 - November 2008
Skills
Video Production, Insurance, Advertising, Employee Benefits, Health Insurance, Fundraising, Social Media, Annuities, Photography, Disability Insurance, Term Life Insurance, Fixed Annuities, Social Networking, Small Business, Marketing, Life Insurance, Long-term Care, Retirement, Retirement Planning, Public Speaking, Estate Planning, Long Term Care Insurance, Financial Planners
Education
Roger Williams University 2004 — 2005
Computer Science
Bryant University 2004 — 2004
Life, Health and Accident Insurance
Community College of Rhode Island 1993 — 1995
Computer Science
New England Institute of Technology 1993 — 1995
AS, Broadcast media
Boston Museum School (MFA) 1969 — 1972
Art
New York Life Insurance Company 2013 - Present
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Life Insurance, Long Term Care Insurance, Roth IRA, Fixed Annuities, Series 63, 401k, Series 6, IRAs, 401k Rollovers, Variable Annuities, College Savings Plans
Education
Bryant University 1999 — 2003
BS Business Administration, Finance
LaSalle Academy 1996 — 1999
Colonial Life February 2012 - Present
NorthPoint Partners February 2012 - Present
The Companies of OneAmerica @ Semler Financial Group August 2012 - November 2013
Staples 2007 - 2012
New York Life Insurance Company 2006 - 2007
Macy's 1989 - 2006
Education
Christian Theological Seminary 1987 — 1991
Master of Arts (M.A.), Pastoral Care and Counseling
Butler University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Complete Player Training November 2011 - Present
Premier Soccer Group June 2003 - Present
New York Life Insurance Company November 2007 - October 2011
Total Soccer, Inc. October 2000 - May 2007
Skills
Long-term Care, Retirement Planning, Sales, Small Business, Insurance, Coaching, Professional Youth..., Skill Development, College Placement
Education
Butler University 1995 — 1999
Marketing, Business
Detroit Country Day School 1991 — 1995
degree
Rockland Trust June 2014 - Present
Brookline Bank March 2013 - May 2014
State Street April 2011 - March 2013
State Street February 2010 - April 2011
Centinel Financial Group, LLC June 2009 - February 2010
New York Life Insurance Company September 2008 - April 2009
Skills
Mutual Funds, Portfolio Management, Investments, General Ledger, Securities, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Bloomberg, Credit Analysis, Risk Management, Fixed Income, Finance, Asset Managment, 401k, Microsoft Excel, Risk Analysis, Asset Management, Analysis, Financial Planning
Education
University of Massachusetts Boston 2011 — 2013
Master of Science in Finance, Finance
Bryant University 2005 — 2009
Bachelor of Sciene in Business Administration, Finance
- February 2011 - Present
Suffolk County Executive's Office of Women's Services March 2008 - February 2011
New York Life Insurance Company November 2004 - December 2007
JohnLor Publications March 2001 - June 2004
The Wall Street Journal December 1991 - March 2000
Skills
News Writing, Public Information, Editing, Marketing Communications, Media Relations, Community Relations, Press Release..., Event Planning, Newsletters, Advertising, Collateral Material..., Social Networking, Community Development, Copy Editing, Creative Writing, Poetry, Public Relations, Copywriting
Education
University of Minnesota-Twin Cities 1975 — 1984
Master of Arts, Mass Communications
Bucknell University 1971 — 1975
Bachelor of Arts, Political Science
Ernst & Young July 2015 - Present
Medidata Solutions March 2014 - July 2015
Medidata Solutions August 2013 - July 2015
vmware Cisco EMC March 2013 - July 2013
Firescope June 2012 - March 2013
VMware May 2011 - July 2012
New York Life Insurance Company October 2000 - May 2011
Qwest Internet Hosting Services January 1998 - October 1999
Computer Horizons January 1994 - February 1998
Skills
Business Intelligence, Cloud Computing, Virtualization, SaaS, Data Center, VMware, Pre-sales, Storage, Enterprise Software, Solution Selling, Enterprise Architecture, Architecture, Disaster Recovery, High Availability, Security, Solution Architecture, SOA, ITIL Certified, Microsoft Exchange, System Administration, Cisco Technologies, System Deployment, HP, Hardware, SAN, VMware Infrastructure, Servers, Citrix, Blackberry Enterprise..., Infrastructure, NetApp, Hyper-V, Unix, Integration, ITIL, Storage Area Networks, IT Service Management, VMware ESX, Product Management, IP, Network Security, System Architecture, Network Architecture, NAS, Enterprise Storage, IT Operations, Cloud Security, Private Cloud, Linux, IT Strategy
Education
County College of Morris 2000 — 2002
Web Development, Web Page, Digital/Multimedia and Information Resources Design
County College of Morris 1998 — 2000
ASEET, Electrical and Electronics Engineering
Brookdale Community College 1986 — 1991
ASEET, Computer Engineering
Ocean County College 1980 — 1986
ASEET, Electrical, Electronics and Communications Engineering
The Financial Group of Philadelphia June 2009 - April 2014
New York Life Insurance Company May 2003 - June 2009
The MONY Group June 1999 - March 2002
New York Life September 1997 - June 1999
Skills
Financial Management, Life Insurance..., 401k, IRAs, Mutual Funds, Roth IRA, Strategic Financial..., 401k Rollovers, Series 63, Series 6, Retirement Savings, Personal Financial..., Income Protection
Education
San Diego State University-California State University 1996 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Bucks County Community College 1987 — 1990
Associate's degree, Finance, General
Roland Associates February 1982 - Present
New York Life Insurance Company February 1982 - Present
Skills
Marketing, Life Insurance, Long-term Care, Disability Insurance, Health Insurance, Insurance, Fixed Annuities, Medicare, General Insurance, Employee Benefits, Retirement Planning
Education
Bryn Mawr College
Post Graduate CLU, Insurance
Eastern Ky University
Associate of Arts (AA), Accounting and Finance
New York Life Insurance Company 2013 - Present
American Express March 2012 - April 2013
IBM August 2009 - March 2012
The Guardian Life Insurance Company of America 1999 - 2002
Skills
SAS, R, Statistics, Data Analysis, Analytics, Analysis, Statistical Modeling, Predictive Modeling, Modeling, Quantitative Analysis, Mathematical Modeling, Financial Modeling, Risk Management, Risk, Excel, Actuarial, Business Analysis, Minitab, Forecasting, Business Intelligence, PowerPoint, Predictive Analytics, Programming, Python, Data Mining, Market Research, SAS programming, SQL, Time Series Analysis, Business Analytics, Machine Learning, SPSS, Big Data, Operations Research, Linear Regression, Logistic Regression, Segmentation, Optimization, Algorithms, Quantitative Finance, High Performance..., Bayesian statistics, Monte Carlo Simulation, Computer Science, Pattern Recognition, Credit Risk, LaTeX, Quantitative Analytics
Education
The University of Connecticut 2003 — 2009
Doctor of Philosophy (PhD), Statistics
Brown University 1996 — 1999
ScB, Applied Mathematics
New York Life Insurance Company April 2014 - Present
The Commonwealth of Pennsylvania September 2004 - August 2010
The Commonweath of Pennsylvania 2003 - 2006
University of Pennsylvania March 2001 - April 2004
Skills
Sales, Leadership, 401k Rollovers, Asset Protection, Retirement Planning, Legacies, Life Income Strategies, LGBT Planning, Permanent Life Insurance, Whole Life, Personal Finance, Customer Service, Customer Satisfaction, Teamwork
Education
Bucknell University 1996 — 2001
Bachelor's degree, Double Major in Sociology and History
Bryn Mawr College
Post Baccalaureate Certification, Classical Studies
University of Pennsylvania - The Wharton School
Non-profit Management Certification
New York Life Insurance Company February 2015 - Present
Liebherr Group January 2013 - April 2014
Baker Hughes November 2011 - December 2012
Pantropic Power December 2006 - December 2007
Herzog Contracting Corp. December 2004 - December 2006
Pantropic Power December 1997 - December 2004
Skills
Life Insurance, Education Funding, 401k Rollovers, Protection Planning, Retirement Income..., Problem Solving, Customer Support, Workshop Facilitation, Customer Service, Troubleshooting, Root Cause Analysis, Inspection, Maintenance, Testing, Petroleum, Engineering, PLC, Electricians, Offshore Drilling, Automotive, Sales, Team Building, Health Insurance, Microsoft Office, Workshop Facilition
Education
State University of New York College of Agriculture and Technology at Morrisville 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Auto Technology
Broward College
Associate of Arts (AA), Mechanical Engineering
New York Life Insurance Company August 2015 - Present
Memorial Sloan Kettering Cancer Center May 2014 - August 2014
New York Life Insurance Company December 2012 - August 2013
Memorial Sloan-Kettering Cancer Center June 2012 - August 2012
Skills
Leadership, Microsoft Word, Data Analysis, Matlab, Financial Analysis, Microsoft Office, Windows, Microsoft Excel, Social Media, Retirement Planning, Risk Management, Estate Planning, PowerPoint
Education
Bucknell University 2011 — 2015
Bachelor of Science (B.S.), Economics and Mathematics
Walter Panas High School 2007 — 2011
New York Life Insurance Company September 2014 - Present
This Side of Glory, The Movie 2013 - 2014
Morgan Stanley Private Bank 2010 - 2013
Alexxalan Consulting LLC January 2007 - September 2010
Wells Fargo Private Client Services November 2003 - December 2006
Stanford University Department of Athletics 2000 - 2003
ANSUN Advisory Services, LLC 1995 - 2000
BA Securities, Inc./Bank of America, NT&SA 1988 - 1995
Skills
Customer Service, Microsoft Office, Leadership, Investments, Sales, Financial Analysis, Finance, Insurance, Risk Management, Project Management, Marketing, Analysis
Education
Stanford University Graduate School of Business 1986 — 1988
MBA-Finance, Banking, Corporate, Finance, and Securities Law
Brown University
AB, Mathematical Economics
AeroTek Science July 2014 - Present
Self August 2012 - Present
Norwalk Community College 2013 - 2013
New York Life Insurance Company 2008 - 2012
HSBC 2005 - 2008
Skills
Insurance, Long Term Care, Annuities, Excel, Disability Insurance, Word, Marketing Research, Medicare, B2B, Series 6, Credit, Small Business, Financial Analysis, Retirement Planning, Budgeting, Microsoft Office, Problem Solving, Sales Management, Financial Planning, Retirement, Outlook, Economics, Public Speaking, Microsoft Excel, Fixed Annuities, Customer Service, Leadership, Life Insurance, Sales, Investments, Management, Strategic Planning, Employee Benefits, Marketing, Team Building, Finance, Financial Services, Estate Planning, Risk Management, Photography, Wealth Management, Business Planning, Analysis, Coaching, PowerPoint, Business Development
Education
Norwalk Community College 2013 — 2014
Phlebotomy and EKG Certification, Health Services/Allied Health/Health Sciences, General
Franklin Pierce University 1998 — 2001
Biology/Premed
Bullard-Havens Technical High School
License Practical Nurse, Licensed Practical/Vocational Nurse Training
Holistix by the Sea February 2015 - Present
BB&T Center June 2014 - Present
John's Place Inc. October 2013 - December 2014
John's Place Inc. September 2012 - October 2013
New York Life Insurance Company September 2011 - April 2012
Skills
Customer Service, Financial Analysis, Account Management, Microsoft Excel, Accounts Receivable, PowerPoint, Insurance, Accounts Payable, Outlook, Public Speaking, Time Management, Data Entry, Administration, Case Management, QuickBooks, Microsoft Office, Microsoft Word
Education
University of Toledo 2007 — 2010
Bachelor of Business Administration (BBA), Finance
Broward Community College 2006 — 2006
Business Administration and Management, General
New York Life Insurance Company March 2015 - Present
AMI Trading March 2013 - March 2015
Bank of America March 2012 - March 2013
Frias A/C & Refrigeration June 2006 - June 2010
Skills
Risk Management, Life Insurance, Fixed Annuities, Retirement Planning, Customer Relations, Personal Finance, Asset Protection, Business Planning, Estate Planning, Employee Benefits, Guaranteed Lifetime..., Wealth Preservation..., Strategic Planning, Marketing, Networking, Problem Solving, Communication
Education
Florida International University 2013 — 2017
Bachelor's degree, Economics
Broward College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), ATC
Charles W. Flanagan High School 2006 — 2010
4 Year Diploma
Ray Catena Jaguar-Land Rover May 2015 - Present
New York Life Insurance Company June 2014 - June 2015
Shore Thing Marketing, Inc. October 2014 - December 2014
Shaughnessy Contracting, Inc January 2013 - July 2013
Middlesex County Juvenile Detention Center 2013 - 2013
Last Cance Stables, LLC July 2011 - December 2012
Gaitway Farms, Inc. May 2010 - October 2010
New Jersey Equine Clinic May 2004 - May 2010
Skills
Life Insurance, Lifetime Income..., Personal Finance, Protection Planning/..., Supplements to Employee..., Multi-generational..., Wealth Preservation..., Accounting, Public Speaking, Problem Solving, Spanish-speaking, Leadership, Customer Service, Microsoft Office, Marketing, Research, Criminal Justice
Education
Saint Peter's University 2004 — 2008
Bachelor of Arts (B.A.), Criminal Justice, 3.52
Brookdale Community College 2008 — 2010
Associate of Arts (A.A.), Accounting, 3.18
Osborn July 2015 - Present
Indiana Blood Center September 2014 - June 2015
Evolv Clothing February 2014 - January 2015
adidas August 2014 - September 2014
New York Life Insurance Company February 2014 - August 2014
the Lala July 2013 - July 2014
Butler Community Arts School May 2013 - July 2014
Skills
Illustrator, Photoshop, InDesign, Time Management, Friendly Personality, Get Along Well with..., PowerPoint, Microsoft Office, Digital Photography, Art Education, Drawing, Strategic Communications, Marketing, Art, Graphic Design, Adobe Creative Suite, Social Networking, WordPress, Blogging, Social Media
Education
Butler University 2011 — 2015
Bachelor’s Degree, Art + Design
Concord Community High School 2007 — 2011
High School
Wellesley Investment Advisors, Inc. February 2015 - Present
Worcester Country Club May 2008 - October 2014
New York Life Insurance Company May 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Microsoft PowerPoint, Microsoft Access, Visual Basic
Education
Bryant University 2010 — 2014
Bachelor's Degree, Finance and Computer Information Systems
St. John's High School 2006 — 2010
High School
New York Life Insurance Company April 2015 - Present
Corporate Caterers Of Wichita February 2014 - February 2015
INTRUST Bank June 2013 - April 2014
INTRUST Bank January 2012 - June 2013
Skills
Event Management, Customer Service, Sales, Management, Time Management, 401k Rollovers, Business Planning, Employee Benefits, Life Insurance..., Leadership, Banking, Life Insurance, Finance, Microsoft Office
Education
El Dorado High School 2002 — 2006
Diploma
Butler Community College
Associate of Arts (A.A.), General Studies
Mill Brook Farm March 2015 - Present
New York Life Insurance Company April 2014 - October 2014
Nik's Scales and Tails Pet Sitting August 2007 - April 2014
Things Remembered December 2013 - December 2013
Valley Forge Casino Resort February 2012 - December 2013
Univest August 2008 - June 2010
Bank of America December 2007 - August 2008
Bank of America September 2003 - December 2007
Skills
Sales, Loans, Training, Investments, Customer Service, Event Planning, Social Media, Event Management, Public Speaking, Social Media Marketing, Marketing, Analysis, Microsoft Office, Team Building, Social Networking, Leadership, Microsoft Excel, Management, Fundraising, Teaching, Microsoft Word, Public Relations, Finance, PowerPoint, Teamwork, Project Management, Time Management
Education
Bucks County Community College 2003 — 2006
Associates, Theater Performance
New York Life Insurance Company June 2015 - Present
V & S Enterprises LLC April 2011 - Present
INTRUST Bank 2012 - June 2015
Bank of America November 2008 - August 2012
Skills
Customer Service, Banking, Investments, Leadership, Loans, Retirement Planning, Financial Analysis, Credit, Financial Planning, Portfolio Management, Retail Banking, Risk Management, Finance, Mutual Funds, Business Development, Wealth Preservation..., 401k Rollovers, Relationship Building, Financial Services, Microsoft Office
Education
Butler Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Hutchinson Community College
General Studies
Wichita State University
International Business
Independent Health January 2013 - Present
Independent Health September 2009 - January 2013
Independent Health October 2006 - September 2009
KeyBank 2005 - 2006
New York Life Insurance Company 2004 - 2005
MetLife 2002 - 2004
Skills
Mutual Funds, Managed Care, Long Term Care Insurance, IRAs, Estate Planning, Fixed Annuities, Insurance, Disability Insurance, Healthcare, Life Insurance, Employee Benefits, Leadership, 401k, Health Savings Accounts, Underwriting, Claim, COBRA, Term Life Insurance, Benefits Administration, Long-term Care, Team Building, Medicaid, Brokers, HIPAA, Management
Education
Bryant and Stratton College
Florida Gulf Coast University
New York Life Insurance Company January 2014 - Present
Longhouse Council, Boy Scouts of America 2013 - 2013
Education
State University of New York College at Cortland
Bachelor of Arts (BA), Political Science and Government
Broome Community College
Associate of Science (AS), General Studies
VeePiO August 2015 - Present
Burnbook May 2014 - Present
New York Life Insurance Company June 2014 - August 2014
Ralph Lauren June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SQL, Penetration Testing, Social Engineering, Microsoft Office, Customer Service, Backtrack, Python, Kali Linux, Software Engineering, Ethical Hacking, Finance, Vulnerability Assessment, Computer Security, Network Security, Information Security, Investment Banking, CEH, Startups, Social Media, Public Speaking, Teamwork, Facebook, Leadership, Research, Data Analysis, Time Management
Education
Bucknell University 2011 — 2015
Bachelor of Science (B.S.) Physics, Physics and Computer Science
County College of Morris 2013 — 2013
Certified by DoD in Information Security, Computer Science, 4.0
County College of Morris 2008 — 2013
Master of Computer Applications (M.C.A.), Computer Systems Networking and Telecommunications, 3.75
New York Life Insurance Company April 2015 - Present
Iehl Trucking &Lundell Construction January 2013 - January 2015
Glen Oaks Country Club March 2011 - November 2013
Skills
Customer Service, Sales, Cold Calling, Insurance, Marketing
Education
Buena Vista University 1999 — 2005
Bachelor's degree, Marketing
Freelance September 2001 - Present
New York Life Insurance Company May 2005 - July 2012
Alaska Tanker Company June 2003 - September 2004
GameStop October 1997 - July 2001
Skills
Operations Management, Communication Skills, Negotiation, Project Planning, Collaborative Problem..., Change Control, Business Process..., Business Analytics, Business Strategy, Leadership, Customer Service, Microsoft Office, Office Management, Quality Management, Underwriting
Education
The American College 2006 — 2011
Professional Designation, Chartered Life Underwriter
Oregon State University 2001 — 2005
Bachelor of Business Administration (BBA) / Animal Science Minor (Equine Option), Business Administration and Management, Animal Science (Equine), 3.4
Bucks County Community College 1998 — 2000
Some College, Fine Arts
Salesforce February 2015 - Present
salesforce.com February 2014 - January 2015
salesforce.com September 2013 - February 2014
Genius (Rap Genius) January 2012 - May 2013
New York Life Insurance Company May 2011 - August 2011
Wunderlich Securities May 2010 - August 2010
Skills
Social Media, Market Research, PowerPoint, Microsoft Word, Microsoft Office, Marketing Strategy, Economics, Microsoft Excel, Investments, French, Marketing, Blogging, Research, Public Speaking, Final Cut Pro, Radian6, Adobe InDesign, Adobe Photoshop, Stata, Financial Analysis, iMovie, Sales, Enterprise Technology..., CRM, SaaS, Entrepreneurship, Salesforce.com, Hoovers, Data.com, Jigsaw, Poise
Education
Brown University 2010 — 2013
Bachelor of Arts, Economics
Emory University 2009 — 2010
B.A., Physics and Economics
Rhode Island School of Design 2013 — 2013
New York Life Insurance Company March 2012 - Present
Bryant University Archway Fund September 2009 - May 2010
Skills
Security Analysis, Financial Modeling, Investments, Microsoft Office, Excel, Word, Customer Service, PowerPoint, Research, Analysis, Microsoft Word, Microsoft Excel, Insurance, Financial Analysis, Finance, Access, Accounting, Mutual Funds, Financial Reporting, Financial Services, Portfolio Management
Education
Bryant University 2005 — 2010
Bachelor of Science (BS), Finance and Economics
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2012 - March 2015
Eagle Strategies LLC July 2007 - December 2012
New York Life Insurance Company November 2003 - December 2012
Lepel Corp January 2000 - October 2001
EAM Corp. February 1998 - December 1999
Skills
Annuity Sales, Asset Protection, Gifting Strategies, Insurance, Events Coordination, Legacies, Multi-generational..., Protection..., Retirement Planning, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Life Insurance, Financial Planning, Investments, Multi-generational...
Education
New York University 2007 — 2008
Certificate in Financial Planning, Financial Planning
Farmingdale State College 1998 — 2000
BS, Manufacturing Engineering Technology
Brookdale Community College 1996 — 1998
AAS, Automotive Engineering Technology
Farmingdale State College 1993 — 1998
AAS, Mechanical Engineering Technology
Urdesa School 1989 — 1992
High School, Physics and Math Major
EMC January 2015 - Present
EMC January 2012 - January 2015
New York Life Insurance Company August 2011 - January 2012
Franklin Tile Carpet One August 2010 - August 2011
Skills
Leadership, Training, Time Management, Sales Process, Sales, New Business Development, Management, Financial Analysis, Customer Service, Customer Satisfaction, Cold Calling, Analysis, Access
Education
Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.)
Bryant University 2006 — 2010
Bachelor’s Degree, Finance, Psychology
New York Life Insurance Company 2014 - Present
F.L. Chamberlian International School April 2009 - August 2013
St. Vincent's Home July 2007 - January 2009
Bayside Restaurant October 2001 - November 2006
Skills
CPR Certified, First Aid, Food Handler's License, Creative Writing, Writing, Communication, Behavior Management, Crisis Management, Therapeutic Crisis..., HIPAA, Customer Service, Management
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General, 3.3 GPA
Bristol Community College 2007 — 2009
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.9 GPA
JPMorgan Chase & Co. June 2015 - August 2015
Johnson & Johnson December 2014 - May 2015
Bitcoin Center NYC October 2014 - December 2014
CBX June 2014 - August 2014
New York Life Insurance Company September 2013 - December 2013
Rebounderz August 2012 - December 2013
Coffeinate May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Bilingual-Russian, Public Speaking, Leadership, Team Leadership, Teamwork, Microsoft Office, Accounting, Life Insurance, Time Management, High level of initiative, Result Oriented, Management, Customer Satisfaction, Google Docs, Sales, Customer Service, PowerPoint, Social Networking
Education
Pace University - Lubin School of Business 2014 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA - 3.91/4.00
Brookdale Community College 2011 — 2013
Associate's degree, Business Administration and Management, General, GPA - 3.80/4.00
Investment Banking Institute of New York 2014 — 2014
Intensive Training Course, Financial Modeling & Valuation
New York Life Insurance Company May 2015 - Present
GSS Graphics & Advertising, Inc May 2011 - August 2014
Fenwick High School May 2011 - August 2011
Ristorante Amalfis September 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Accounting, Leadership, Public Speaking, Group Work, Football, Access, Athletics, Microsoft Office, Social Networking, Teamwork
Education
Butler University 2011 — 2015
Bachelor's degree, Accounting, College graduate
Fenwick high school 2007 — 2011
High school
Citizens Bank June 2015 - Present
New York Life Insurance Company March 2015 - June 2015
CRICO September 2012 - May 2013
Fidelity Investments July 2001 - July 2011
Skills
Project Coordination, Outlook, Leadership, Event Planning, Administrative..., Travel Arrangements, Calendaring, Administrative..., Microsoft Excel, PowerPoint, Expenses, Microsoft Office, Microsoft Word, SharePoint, Calendars, Confidentiality, Customer Service, Event Management, Budgets
Education
Bryant University
Certificate Project Management
Rhode Island School of Design
Digital photography, Photography
TRANZACT July 2014 - Present
New Jersey Women Lawyers Association 2007 - Present
New York Life Insurance Company February 2013 - August 2013
Greenberg Traurig, LLP October 2006 - January 2013
Holland & Knight LLP September 2002 - October 2006
United States District Court, District of New Jersey September 2001 - September 2002
Wachtel & Masyr, LLP 1996 - 1999
Skills
Litigation, Commercial Litigation, Arbitration, Civil Litigation, Class Actions, Business Litigation, Insurance Law, Dispute Resolution, Legal Advice, Litigation Management, Health Law, Alternative Dispute..., Compliance Management, Healthcare Compliance
Education
Brooklyn Law School 1997 — 2001
JD
University at Albany, SUNY 1992 — 1996
B.A.
Townsend Harris High School 1988 — 1992
IS25
Capital Good Fund September 2013 - Present
J.F. Moran Inc. December 2012 - Present
The Little Music Paradise Studio August 2014 - March 2015
The Little Music Paradise Studio August 2013 - February 2014
CopEx Inc September 2012 - December 2012
Academic Center for Excellence May 2012 - December 2012
New York Life Insurance Company May 2012 - August 2012
The Archway Investment Fund January 2012 - May 2012
Almeida Capital Ltd. - New Energy World Network and AltAssets Divisions June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Factset, Eviews, Research, Stata, Economics, Microsoft Excel, Econometrics
Education
CFA Institute 2012 — 2015
Candidate of the CFA exam level 3 in June, 2016
Bryant University 2009 — 2012
International Business, Finance, Economics
European Union Studies Association, London 2011 — 2011
Summer Study Abroad
The Institute for the International Education of Students, Paris 2011 — 2011
Semester Study Abroad
Lincoln School, Providence RI 2008 — 2009
High School Diploma
Wayne Trace Sr High School, Haviland OH 2007 — 2008
High School for the Gifted - Vietnam National University in Ho Chi Minh City, Vietnam 2006 — 2007
E-LED Lighting, Inc. June 2014 - Present
Euro Marine Trading, Inc. September 2006 - May 2014
New York Life Insurance Company January 2006 - September 2006
Oceanstate Financial Services March 2005 - January 2006
Skills
Sailing, Marketing Strategy, Yachting, Boating, Social Media Marketing, Sales, Advertising, Business Development, Marketing, Trade Shows, Sales Management, Online Marketing, Contract Negotiation, New Business Development
Education
Bryant University 2003 — 2005
Bachelor's degree in Business Administration, Marketing and Communication
University of Vermont 2001 — 2003
Business Administration
Bishop Hendricken 1997 — 2001
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company December 2013 - Present
Bryant University 2012 - December 2013
Pauly Pentas Italian Deli 2005 - April 2013
Skills
401k Rollovers, Insurance, Life Insurance, Estate Planning, IRA Rollovers, Education Funding..., Annuity Sales, Protection..., Lifetime Income..., Supplements to Employee..., Wealth Preservation..., Asset Protection, Licensed in Long Term..., Personal Finance
Education
Bryant University 2011 — 2013
Bachelor of Science (BS), Finance
Community College of Rhode Island 2011 — 2013
Associate in Science (AS), Business Administration and Management
New England Institute of Technology 2007 — 2008
PwC November 2014 - Present
Rosetta January 2012 - October 2014
BrandAsset Consulting December 2010 - January 2012
Penn Schoen Berland June 2009 - December 2010
Penn Schoen Berland January 2009 - June 2009
New York Life Insurance Company May 2008 - August 2008
BlackRock Financial Management August 2007 - December 2007
Skills
Consumer Insights, Microsoft Office, Quantitative Research, SPSS, Excel, Brand Development, Marketing Strategy, Data Analysis, Brand Architecture, Corporate Branding, Market Research, Marketing Research, Analytics, Segmentation, Customer Insight, Microsoft Excel, Strategy, Consulting, Management Consulting
Education
New York University 2006 — 2009
Bachelor of Arts, Economics
Bucknell University 2005 — 2006
Bachelor of Science/Bachelor of Arts, Business Management
BirchLeaf Investments Inc. (formerly R.A. Floyd Capital Management Inc) 1999 - Present
Empire Life April 1998 - October 1998
Prudential Assurance/PPM Fund Managers 1988 - 1997
New York Life Insurance Company 1983 - 1988
General Accident Assurance 1982 - 1983
Davidson Partners Limited 1980 - 1982
Skills
Equities, Strategy, Funding, Mutual Funds, Investments, Capital Markets, Portfolio Management, Asset Management, Investment Management, Valuation, Wealth Management, Equity Research, Private Equity, Securities
Education
Brock University 1971 — 1975
Hon. Political Science with Business Administration
CFA Institute
CFA
Guardian Life March 2015 - Present
Sabin, Bermant & Gould LLP June 1987 - August 2014
Walter, Conston, Alexander & Green April 1985 - May 1987
New York Life Insurance Company December 1980 - March 1985
Skills
ERISA, Employee Benefits, Qualified Retirement..., 401k, Pensions, Profit Sharing, Defined Benefit, Defined Contribution, Benefit Plan..., Pension Administration, *QDROs, hardship..., Investment Advisory, Investments, Nondiscrimination..., *Controlled group and..., 409A, *409A, SERPs, executive..., Health Plan Operations, Affordable Care Act, COBRA, HIPAA, Insurance, FSA, IRS problem resolution, DOL, Corrections, Compliance Management, IRAs, Mergers & Acquisitions, Union Agreements, *Multiemployer (union)..., Estate Planning, Wealth Management, High Net Worth..., Succession Planning, Wills, Trusts, Private Foundations, Tax Advisory, Tax, *Complex Wills and..., *Family Limited..., Mutual Funds, Fixed Annuities
Education
New York University School of Law
Master of Laws (LL.M.), Taxation
Brooklyn Law School
Doctor of Law (J.D.), Law
University of South Florida
Master of Arts (M.A.), English Language and Literature/Letters
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York Life Insurance Company November 2012 - November 2013
Sunvillage Corporation June 2008 - September 2008
Grand Hyatt Roppongi June 2008 - September 2008
Clinton Savings Bank October 2006 - June 2007
Skills
Excel, Word, Customer Relations, Microsoft Office, PowerPoint, Access, Banking
Education
Bryant University
Bachelor of Science, International Business; Chinese (Mandarin) and Finance
Fudan University
Japanese Language School of Greater Boston
Graduate Language Diploma
Nashoba Regional High School
Graduate High School Diploma
Nishimachi International School of Japan
KNF&T Staffing Resources July 2015 - Present
Bucknell University 2012 - May 2015
Hill Holliday June 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Art beCAUSE Breast Cancer Foundation June 2011 - August 2011
Skills
Organization, Communication Skills, People Skills, Time Management, Leadership, Fundraising, Social Media, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Data Analysis, Marketing, Interviews, Social Networking, Communication
Education
Bucknell University 2011 — 2015
Bachelor’s Degree, Psychology
St. Mark's School 2007 — 2011
Fidelity Investments March 2014 - Present
New York Life Insurance Company March 2013 - January 2014
ADP January 2009 - March 2013
Hewitt Associates November 2005 - January 2009
JP Morgan Chase 1986 - May 2005
JPMorgan Chase 1986 - 2005
JPMorganChase 1985 - 2005
Chase 1985 - 1995
Skills
Talent Acquisition, Talent Management, Workforce Planning, Onboarding, Recruiting, Change Management, Human Resources, Strategy, CRM, Management, Applicant Tracking..., HRIS, Outsourcing, Cross-functional Team..., Vendor Management, Employee Relations, Leadership, Performance Management, Consulting, Employee Engagement, Diversity, Executive Search, Temporary Placement
Education
Brown University 1980 — 1984
BA, Organizational Behavior
Westhampton Beach High School 1976 — 1980
New York Life Insurance Company February 2013 - Present
Legacy Benefits, LLC October 2010 - February 2013
Legacy Benefits, LLC September 2007 - October 2010
Legacy Benefits Corporation December 2006 - September 2007
Gulielmetti Levinson, P.C. January 2004 - December 2006
Gulielmetti & Gesmer, P.C. September 1994 - December 2003
Random House, Inc. January 1989 - August 1991
Simon & Schuster June 1986 - December 1988
Skills
Insurance, Life Settlements, Licensing, Due Diligence, Compliance, Legal, Federal & State..., Variable Annuities, Fixed Annuities, Employment Law, Underwriting, Legal Writing, Corporate Law, Financial Services, Privacy Law, Finance, Legal Research, Litigation, Securities
Education
Brooklyn Law School 1991 — 1994
J.D., Law
Tufts University 1982 — 1986
B.A., English
South Side High School
Fresenius Medical Care October 2014 - Present
MassMutual Financial Group March 2014 - October 2014
New York Life Insurance Company July 2009 - January 2014
Mercer June 2008 - April 2009
Monster Worldwide August 2006 - February 2008
ACI Worldwide August 2003 - August 2006
Xerox Corporation February 1990 - July 2003
Skills
Quality Assurance, Software Quality..., software testing, CMMI, Performance Testing, Test Automation, Test Management, Test Planning, System Testing, Process Improvement, Offshoring, Budgeting, Release Engineering, 401k, SDLC, Waterfall, Agile, Agile Methodologies, Testing, Quality Center, Resource Management, Software Development
Education
Loyola Marymount University, College of Business Administration 1994 — 1998
MBA, Business Administration
Brunel University 1980 — 1984
BS, Systems and Information Management
Raymond James April 2006 - Present
Morgan Stanley June 1998 - April 2006
New York Life Insurance Company June 1997 - June 1998
Education
Bryant University 1993 — 1997
Finance
Agawam High School
Brooklyn Law School July 2014 - Present
Pace University 2013 - Present
Brooklyn Law School 2013 - Present
World Trade Organization 2010 - Present
World Trade Institute 2008 - 2012
Europa Institute of the University of Zurich 2008 - 2012
International University in Geneva September 2006 - 2012
International Center of Lomonosov Moscow State University 2005 - 2012
Revlon Consumer Products Corporation 1996 - 2002
New York Life Insurance Company 1988 - 1996
Skills
Legal English, Legal..., Develop..., Develop Legal English..., Legal Writing, International Law, Commercial Litigation, Corporate Governance, Dispute Resolution, International..., International Relations, French, English, Policy Analysis, Translation, Research, Capacity Building, Intercultural..., Teaching
Education
University of Leicester 2008 — 2012
MA Applied Linguistics and TESOL, Applied Linguistics
Brooklyn Law School 1973 — 1976
Juris Doctor, Law
State University of New York College at Oswego 1969 — 1973
BA, Political Science
Hardcore Gaming 101 January 2004 - Present
Freelance Writer November 2014 - Present
Duane Reade July 2014 - November 2014
New York Life Insurance Company January 2014 - August 2014
GameStop July 2004 - January 2014
National Park Service May 2002 - October 2002
Blockbuster May 2000 - May 2002
Skills
Visual Merchandising, Shrinkage, New Store Openings, Store Operations, Store Management, Driving Results, Big Box, Retail Sales, Loss Prevention, Associate Development, New Store Development, Multi-Unit Management, Profit, District Management, Multi-unit, Merchandise Planning
Education
Brookdale Community College 2000 — 2002
Associates, Business Administration and Management, General
Weichert Realtors March 2011 - Present
Coldwell Banker Residential Brokerage 2005 - March 2011
AT&T 1991 - 1998
AT&T 1987 - 1991
AT&T 1985 - 1987
New York Life Insurance Company 1978 - 1983
Skills
Reporting & Analysis, Home, Condos, Resale, Real Estate, Sellers, First Time Home Buyers, New Home Sales, Single Family Homes, Valuation, ABR, First Time Buyers, Residential, Buying, Selling, Purchase, Relocations, Buyer Representation, Leases, Referrals, Short Sales, Negotiation, Listings, Realty, Home Marketing, Agents, System Design, System Testing, Systems Analysis, User Interface Design, User Acceptance Testing, End User Training, Business Analysis, Business Process, Technical Project..., Relocation, REO, Seniors, Rentals, Marketing, Real Property, Resellers, Investment Properties, Residential Homes, Contract Negotiation, Sales
Education
Bryant University
B.S., Accounting, minor IT
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2013 - December 2014
New York Life Insurance Company September 2011 - June 2013
New York Life March 2011 - September 2011
New York Life Insurance Company September 2003 - March 2011
MBNA December 2002 - January 2003
Amica January 2002 - May 2002
First USA June 2000 - August 2000
Skills
Actuarial Science, Actuaries, Life Insurance, Insurance, Financial Modeling, Enterprise Risk..., Risk Management, Valuation, Financial Analysis, Pricing, Access, Data Analysis, Forecasting, Analytics, Financial Risk
Education
Bryant University 1999 — 2003
BA, Actuarial Science
Baird Partners, LLC 2008 - Present
New York Life Insurance Company 2009 - 2012
UBS Investment Bank 1996 - 2008
Morgan Stanley 1981 - 1996
Citicorp 1974 - 1981
Skills
Succession Planning, Talent Management, Deferred Compensation, Equities, Organizational Design, Mergers, Financial Services, Employee Benefits, Employee Engagement, Onboarding, Performance Management, Restructuring, Career Development, Change Management, Executive Coaching, Leadership, Human Resources, Recruiting, Management, Strategy, Mergers & Acquisitions, Organizational..., Organizational..., Personnel Management, Leadership Development
Education
Columbia University in the City of New York 1972 — 1974
MA, Organizational Psychology
Bucknell University 1968 — 1972
BA, Economics
Amalgamated Life Insurance Company April 2009 - Present
New York Life Insurance Company March 2004 - January 2008
Education
Bryant University 1978 — 1982
BS, Business Management
New York Life Insurance Company December 2013 - Present
Pacific Packaging Products, Inc. April 1996 - December 2013
Office Innovations 1992 - 1996
Skills
401k Rollovers, Annuity Sales, Life Insurance..., Grandchild Gifting, Buy-sell Agreements, Key Person Insurance, Charitable Giving, Asset Protection, Building Relationships, Business Networking, Sales, Customer Retention, Insurance, Lead Generation, Legacies, Account Management, Licensed Life Insurance..., Permanent Life Insurance
Education
Bryant University 1989 — 1992
Bachelor's degree, Business Administration and Management, General
AIG March 2014 - Present
New York Life Insurance Company November 2013 - March 2014
QBE the Americas November 2009 - May 2013
QBE the Americas January 2006 - November 2009
Clarendon Insurance Group 1998 - 2006
KPMG US September 1994 - May 1998
Skills
Reinsurance, Property & Casualty..., Underwriting, Insurance, Professional Liability, General Insurance, Risk Management, Casualty, Liability, Claim, Financial Reporting, Strategic Planning, Accounting, Excess, Workers Compensation, Mergers, Financial Analysis, Claims Management, Health Insurance, Budgets, Mergers & Acquisitions, Internal Audit, Legal Liability, Auditing, Sarbanes-Oxley Act, Business Analysis, Financial Services, Finance, Internal Controls, Analysis, Business Process..., Process Improvement, Information Governance, Information Technology, Project Management, Master Data Management, Financial Risk, GAAP, Due Diligence, Executive Management, Account Reconciliation, Commercial Insurance, Litigation Management, Leadership, Actuarial Science, Strategic Financial..., Commercial Lines, Management, Captives, Inland Marine
Education
Bucknell University 1990 — 1994
BSBA, Accounting
State University of New York College at Oswego
State University of New York College at Oswego
First Nationwide Title Agency, LLC January 2015 - Present
Molloy College September 2013 - Present
Morandi, Taub & Sarnoff LLC October 2003 - June 2015
New York Life Insurance Company 1996 - 1999
Windels, Marx, Davies & Ives September 1991 - March 1996
Skills
Title Insurance, Commercial Real Estate, Real Estate Development, Networking, Commercial Litigation, Career Development, Strategic Partnerships, Recruiting, Career Counseling, Negotiation, Intellectual Property, Business Strategy, Management, Leadership, Strategic Planning, Strategic Legal Search, Legal Writing, Partner Placements, Associate Placements, Group Mergers, In-House Counsel...
Education
Brooklyn Law School 1988 — 1991
JD
Georgetown University 1984 — 1988
BSBA, Business - Marketing
Monsignor Farrell HS 1980 — 1984
St. Christopher's 1972 — 1980
Scient Federal Credit Union December 2014 - Present
First Niagara Bank November 2013 - November 2014
Prudential Annuities October 2010 - November 2013
Morgan Stanley Smith Barney September 2009 - November 2010
Barnum Financial Group March 2004 - January 2009
New York Life Insurance Company 2009 - 2009
Dunbar Armored October 2002 - October 2003
Education
Southern Connecticut State University 2001 — 2002
Bachelor of Science, Marketing
Bryant University 1999 — 2001
bachelor of science, Business Administration
Guilford High School 1995 — 1998
Gift Planning Stewardship, LLC March 2010 - Present
New York Life Insurance Company June 1978 - January 2010
Skills
Risk Management, Annuities, Investments, Non-profits, Planned Giving, Fixed Annuities, Estate Planning, Securities, Retirement Planning, Nonprofits, Program Management, Retirement, Life Insurance, Mutual Funds, Wealth Management, Strategic Financial..., 401k, Financial Planning, Insurance
Education
Cornell University - Johnson Graduate School of Management 1976 — 1978
MBA, finance and accounting
Bucknell University 1972 — 1976
bsba, business
Guardian Life June 2014 - Present
New York Life Insurance Company 2010 - June 2014
UBS 2000 - 2009
Skills
FINRA, Series 7, AML, Securities, Series 63, Series 24
Education
Brooklyn Law School 1993 — 1996
Juris Doctor, Law
Yeshiva University 1988 — 1992
B.S., Marketing
Premier Research Group March 2010 - Present
New York Life Insurance Company July 2006 - March 2010
Education
Bryant University 2001 — 2005
BS, Marketing/Communications
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company November 2009 - November 2014
The Hartford June 1997 - November 2009
Education
Bryant University 1993 — 1997
Bachelors, Actuarial Math
New York Life Insurance Company April 1993 - Present
New York Life Insurance Company April 1992 - Present
Skills
Customer Service, Retirement Planning, Life Insurance, Fixed Annuities, Term Life Insurance, Small Business, IRAs, Leadership, Strategic Planning, Team Building, Retirement, Long-term Care, Disability Insurance, Universal Life, Long Term Care Insurance, Insurance, Whole Life, Public Speaking, College Savings Plans, Permanent Life Insurance
Education
University at Buffalo 1972 — 1974
Bachelor's Degree, Business Administration and Management, General
Bryant & Stratton College 1969 — 1971
Associate's Degree, Business Administration and Management, General
Barnum Financial Group, an Office of MetLife December 2010 - Present
New York Life Insurance Company September 2009 - December 2010
Fidelity Investments October 2004 - October 2008
Radio One 2000 - 2006
Skills
Investments, Mutual Funds, Retirement, Financial Services, Finance, Public Speaking, 401k, Series 63, Retirement Planning, Management, Small Business, Asset Allocation, Series 6, Fixed Annuities, Insurance, Health Insurance, Employee Benefits, Life Insurance, CRM, IRAs
Education
Brown University 1996 — 2000
BA, Human Biology (Health & Disease)
Packer Collegiate Institute 1992 — 1996
Saks Fifth Avenue April 2014 - Present
J.Crew 2013 - Present
New York Life Insurance Company August 2011 - April 2012
Urban Outfitters September 2009 - February 2012
LoJack Corporation August 2008 - August 2010
RadioShack 2005 - 2006
Skills
Merchandising, Retail, Trend, Sales, Trend Analysis, Marketing, Apparel, Fashion, Customer Service, Marketing Strategy, Brand Management, Product Development, Inventory Management, Market Research, Retail Sales, Account Management, Personal Shopping, Styling, Luxury Goods, Wardrobe Analysis
Education
Bunker Hill Community College 2012 — 2014
Associate of Science (A.S.)
Cambridge College 2010 — 2012
Bachelor of Applied Science (BASc)
New England Institute of Technology 2006 — 2007
Bachelor of Science (B.S.)
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company January 2010 - September 2012
Rabobank Nederland, New York Branch August 2007 - November 2009
Citi 2004 - 2007
Unilever Bestfoods May 1999 - June 2004
U.S. Department of State 1993 - 1999
Skills
Corporate Governance, Legal Assistance, Mergers, Due Diligence, Corporate Law, Legal Research, Securities, Insurance, Legal Writing, Financial Risk, Banking, Negotiation, Sales, Analysis, Mergers, Risk Management, Social Media
Education
The College of William and Mary 1991 — 1993
J.D., Law
Bryn Mawr College 1983 — 1987
A.B., Russian
OJN Real Estate LLC August 2003 - Present
New York Life Insurance Company November 2012 - May 2014
Akemi Capital May 2012 - October 2012
Zelnik & Company LLC November 2009 - May 2011
West River Development LLC September 2007 - November 2009
Association of Tennis Professional June 2006 - November 2009
Education
Brown University
Bachelor of Arts (B.A.), Business Economics minor Computer Science
New York Life Insurance Company March 2010 - Present
Hanover 2009 - 2010
Willis HRH 2004 - 2009
HRH 2000 - 2004
Skills
Permanent Life Insurance, Term Life Insurance, Retirement Planning, Long-term Care, income annuities, Variable Annuities, Disability Insurance, Fixed Annuities, Estate Planning
Education
Brown University 1973 — 1977
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Lincoln School
Transworld Systems Managing PartnerParadise Rentals Nevada LLCJune 2009 - Present
Liberty Realty April 1994 - March 2007
Resource Advertising & Marketing Systems Inc. May 1989 - September 1990
Training Systems Inc August 1980 - September 1989
New York Life Insurance Company April 1981 - July 1981
Education
Broward College 1981 — 1983
AA, Business Administration, computer sciences
Rhode Island Division of Motor Vehicles June 2015 - Present
The Providence Center 2008 - Present
Bristol Community College August 2012 - May 2015
RI Motor Vehicle Dealers Hearing Board 2000 - May 2015
New York Life Insurance Company May 2011 - March 2014
Estate Planning Resources June 2002 - May 2011
Gelfuso & Lachut May 2000 - May 2002
Cranston Police Department February 2001 - April 2002
Cranston Police Department October 1976 - April 2002
Skills
Estate Planning, Investments, Wealth Management, Long-term Care, Insurance, Workers Compensation, Criminal Law, Portfolio Management, Strategic Financial..., Retirement, Asset Management, Enforcement, Criminal Justice, Retirement Planning, Police, Law Enforcement, Public Speaking, Research, Leadership, Executive Management, Public Administration, Legal Research, Strategic Planning, Customer Service
Education
Roger Williams University School of Law 1994 — 1998
JD, Law
Salve Regina University 1991 — 1994
MS, Administration of Justice
Bryant University 1970 — 1981
BS, Criminal Justice/Accounting
Prudential Retirement August 2012 - Present
New York Life Insurance Company April 2012 - August 2012
New York Life Insurance Company December 2007 - March 2012
New York Life Insurance Company May 2005 - December 2007
Borough of Bogota 2006 - 2007
New York Life Insurance Company December 2000 - April 2005
New York Life Insurance Company October 1993 - December 2000
New York Life Insurance Company April 1992 - October 1993
MONY June 1982 - April 1992
Skills
ALM, Insurance, Financial Analysis, Investments, Enterprise Risk Analyst, Actuarial Science, Financial Modeling, Fixed Annuities, Pricing, Mutual Funds, Variable Annuities
Education
Brown University 1979 — 1982
B.A., Economics
West Essex High School 1975 — 1979
Mastery Martial Arts December 2010 - Present
Rodan + Fields 2015 - 2015
Rodan + Fields 2015 - 2015
New York Life Insurance Company September 2007 - April 2010
Providence Mortgage April 2002 - April 2007
Citizens Bank February 1999 - December 2001
Skills
Management, Customer Service, Sales, Team Building, Marketing, Leadership, Retail, Sales Management, Inventory Management, Microsoft Office, Microsoft Excel, Store Management, Project Management, Financial Promotions, Organizational..., Training, Event Planning, Event Management, Event Production, Relationship Building
Education
Bryant College 2009 — 2009
Business Administration and Management, General
Rhode Island College 1989 — 1991
Business Administration and Management, General
New York Life Insurance Company April 2015 - Present
Summit Retail Solutions Inc. February 2015 - May 2015
DMG INC September 2014 - February 2015
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Research, Teamwork, Teaching, Photoshop, English, Leadership, Strategic Planning, Team Building, Sales, Marketing, Social Networking, Facebook, Social Media Marketing, Event Management, Public Relations, Coaching, Training, Marketing Strategy, Team Leadership
Education
Bristol Community College 2013 — 2015
Associate's degree, Communication and Media Studies
hoosac prep school 2009 — 2011
Associate's degree, Marketing
COYLE AND CASSIDY HS 2007 — 2009
High school, High School/Secondary Diplomas and Certificates
General Refining Corporation December 2010 - Present
General refining corporation December 2010 - Present
Sheraton Brooklyn New York Hotel January 2009 - December 2010
JED INTERNATIONAL January 1999 - December 2002
New York Life Insurance Company September 1996 - January 1999
First Investors 1992 - 1996
Skills
Hotels, Hospitality, Human Resources, Customer Service, Meeting Planning, Windows, Hospitality Industry, Operations Management, Hospitality Management, Microsoft Excel, Team Building, Hotel Management, Microsoft Office, Micros, Public Relations, PowerPoint, Teamwork, Employee Relations, Sourcing, Management, Budgets
Education
Bryant University 1988 — 1992
Business Administration and Management, General
Floral Park Memorial High School 1984 — 1988
Ameriprise Financial Services, Inc. April 2013 - Present
Morgan Keegan February 2011 - January 2013
Smith Barney February 2004 - February 2011
Smith Barney January 2006 - December 2007
Smith Barney March 2000 - February 2004
Smith Barney August 1999 - March 2000
Smith Barney August 1997 - August 1999
Merrill Lynch January 1991 - August 1997
New York Life Insurance Company January 1990 - January 1991
Education
Bryant University 1985 — 1989
BS, Finance
LC Strategic Realty, LLC. & LC Strategic Holdings, LLC. April 2014 - Present
Eagle Strategies, LLC November 2012 - Present
ROI Financial Group November 2009 - Present
New York Life Insurance Company June 2003 - Present
Syndicated Properties, LLC. July 2011 - Present
Syndicated Development, LLC June 2008 - Present
MW Property Preservation, LLC. June 2012 - Present
BNI October 2014 - October 2014
Phatman Board Shops November 1994 - October 2010
Skills
Estate Planning, Insurance, Succession Planning, Small Business, Retirement, Wealth Accumulation, Wealth Management, 401K rollover, 401k Rollovers, Asset Protection, Gifting Strategies, key person startegies, sucession planning, wealth preservation, 401k, Wealth
Education
UB School of Management CEL 2013 — 2014
Graduated, Business Administration and Management, General
Bryant and Stratton College 2004 — 2005
Financial Planning and Services
Niagara County Community College 1996 — 1998
business ownership and management, honors
New York Life Insurance Company December 2013 - Present
Self-Employed July 2010 - Present
The New York Times February 1994 - June 2010
United Media April 1985 - April 1993
Tribune Media Services November 1978 - May 1984
Praeger Publishers June 1975 - December 1976
Skills
Editing, Television, Publishing, Copy Editing, Storytelling, SEO, Books, Headline Writing, Journalism, Social Media
Education
University of Iowa 1977 — 1978
M.A., History
Bryn Mawr College 1971 — 1975
B.A., History
Prudential Financial January 2006 - Present
New York Life Insurance Company March 1999 - December 2005
Skills
Defined Benefit, Retirement, Pensions, Funding, Pricing, Risk, ERISA, Financial Analysis, Actuarial, Financial Modeling, Employee Benefits, Actuarial Science, Defined Contribution, Financial Risk, Retirement Planning
Education
Bryant University 1993 — 1997
BS, Applied Actuarial Mathematics
New York Life Insurance Company August 2010 - Present
Education
Kennesaw State University 1989 — 1991
Bachelor of Science, Communciations
Bryan College 1986 — 1989
Communciations
New York Life Insurance Company February 2015 - Present
Kayne Anderson Capital Advisors November 2011 - February 2015
Muirfield Partners June 2010 - August 2010
Robins, Kaplan, Miller & Ciresi L.L.P. May 2010 - August 2010
LMNO Productions June 2009 - August 2009
Green Dot Public Schools June 2008 - August 2008
Bob Blumenfield for Assembly Campaign May 2008 - June 2008
Gas Station TV June 2007 - August 2007
Skills
Public Relations, Community Outreach, Marketing
Education
Bucknell University 2007 — 2011
BA, History; Political, Economic, and Labor
IBM August 2012 - Present
New York Life Insurance Company May 2011 - October 2011
Shaw's Supermarkets 2007 - 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Data Entry, PowerPoint, Customer Satisfaction, Access, Outlook, Retail, Leadership, Teamwork, Inventory Management, Management, Financial Analysis, Sales, Telephone Skills, Banking
Education
University of Massachusetts Dartmouth 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Bristol Community College 2007 — 2009
Associate's degree, Accounting and Business/Management
Continental Auto Group October 2014 - Present
Alaska Sales and Service October 2013 - October 2014
New York Life Insurance Company March 2012 - July 2012
New York Life March 2012 - July 2012
The Hartford January 2006 - March 2012
TGI Friday's April 2004 - December 2005
United Retail, Inc October 2002 - April 2004
CDB Seattle February 2000 - May 2000
Amazon November 1998 - February 2000
Skills
Strategic Financial..., Financial Analysis, Business Analysis, Marketing, Project Management, Customer Service, Accounting, General Ledger, Schedules, Financial Reporting
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master's degree, Accounting and Finance
Drexel University 2009 — 2011
MBA, Entrepreneurship
Drexel University - LeBow College of Business 2009 — 2011
MBA, Entrepreneurship
Drexel University LeBow College of Business 2009 — 2011
Master, Business Administration
DeVry University 2008 — 2009
Bachelor of Science, Technical Management
Bucks County Community College
Associate, Business Administration
New York Life Insurance Company February 2010 - Present
Southern Wine & Spirits September 1998 - August 2009
Skills
Health, Supplemental Life..., Retirement Solutions, Annuities, Retirement, Fixed Annuities, Retirement Planning, Insurance
Education
American College
Broward Community College
New York Life Insurance Company December 2011 - Present
Capstan Atlantic October 2004 - December 2008
New England Pottery March 2000 - August 2004
Education
Dean College 1987 — 1991
Associates, Business, Computers
Bryant College
Certificate In Purchasing and Materials Management
Hitachi Capital America Corp. April 2014 - Present
Shoemart October 2006 - March 2014
New York Life Insurance Company October 2003 - October 2006
Skills
Business Analysis, SQL, Requirements Analysis, Vendor Management, Microsoft Office, Microsoft SQL Server, MySQL
Education
Bryant University 1999 — 2003
Bachelor's degree, Computer Information Systems
Farmers Insurance November 2012 - Present
Ed Morse Sawgrass Automall 2011 - 2012
New York Life Insurance Company January 2008 - March 2011
Humana Insurance Company January 2000 - December 2007
American Express May 1988 - November 1999
Skills
Customer Support, Customer Satisfaction, Customer Retention, Computer Proficiency, Direct Sales, Sales Process, International Sales, Sales Presentations, People Skills, People-oriented
Education
Broward College
technical degree, Business/Commerce, General
Plantation High School
Diploma, General
ADT April 2012 - June 2012
New York Life Insurance Company October 2011 - January 2012
First Tennessee Bank June 2009 - May 2011
LifeWay Christian Resources February 2008 - March 2010
LifeWay Christian Resources 2008 - 2010
Washington Mutual Bank AS 1995 - 2006
Skills
Microsoft Excel, Customer Service, Insurance, Risk Management, Mortgage Lending
Education
Bryan College
Bachelor of Arts (BA), Psychology
New York Life Insurance Company March 2007 - Present
Education
Brooklyn Law School 1992 — 1995
Doctor of Law (J.D.)
New York Life Insurance Company June 2014 - Present
Skills
Customer Service, Strategic Planning, Team Building, Social Media, Teaching, Microsoft Office, Research, Public Speaking, Leadership, PowerPoint, Management, Event Planning, Social Networking, Microsoft Word
Education
Kaplan University-Davenport Campus 2012 — 2013
Broward College
New York Life Insurance Company December 2014 - Present
Evercore June 2013 - May 2014
Núuk Capital, LLC April 2012 - May 2013
Collins Stewart Inc January 2010 - April 2012
Sandler O'Neill & Partners, L.P. March 2009 - December 2010
Tisbury Capital, LLC January 2007 - March 2008
Fontana Capital, LLC September 2004 - January 2007
John Hancock Investments July 1998 - March 2004
Skills
Management, Research, Sales, Investments, Portfolio Management, Equities, Financial Services, Finance, Financial Analysis, Mutual Funds, Leadership, Financial Modeling, Risk Management
Education
Bryant University 1990 — 1994
Bachelor's degree, Finance, General
Xaverian Brothers High School 1986 — 1990