New York Life Insurance Company

Description

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

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

New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Stephanie Luisi-Padalino Stephanie Luisi-Padalino Tampa/St. Petersburg, Florida Area Details
Stephanie Luisi-Padalino's New York Life Insurance Company Experience February 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
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

Matthew Valiant Matthew Valiant Greater Minneapolis-St. Paul Area Details
Matthew Valiant's New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Stacie Cadilli Stacie Cadilli Chino Hills, California Details
Stacie Cadilli's New York Life Insurance Company Experience 2013 - Present
Job RDA/C.O.S.A.
Industry Consumer Goods
Experience
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

Jonathan Palm Jonathan Palm Pittsburgh, Pennsylvania Details
Jonathan Palm's New York Life Insurance Company Experience April 2010 - March 2011
Job Career Services Advisor at The Art Institute of Pittsburgh Online
Industry Higher Education
Experience
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

Chris Jacoby, LUTCF, CLTC Chris Jacoby, LUTCF, CLTC Wichita, Kansas Area Details
Chris Jacoby, LUTCF, CLTC's New York Life Insurance Company Experience July 2006 - Present
Job Hiring and Developing Talented, Entrepreneurial Individuals who are Interested in Joining Financial Services
Industry Financial Services
Experience
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

Roderick Derek Valencia Roderick Derek Valencia Washington D.C. Metro Area Details
Roderick Derek Valencia's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping highnet worth individuals to continue their lifestyle into retirement.
Industry Financial Services
Experience
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

Brien Tolland Brien Tolland Bethesda, Maryland Details
Brien Tolland's New York Life Insurance Company Experience November 2012 - December 2014
Job Staff Auditor at Calibre CPA
Industry Accounting
Experience
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

David Santoro CFP(R),MBA David Santoro CFP(R),MBA Mansfield, Massachusetts Details
David Santoro CFP(R),MBA's New York Life Insurance Company Experience December 2008 - July 2012
Job Financial Consultant
Industry Financial Services
Experience
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

Joseph Lichtenger Joseph Lichtenger San Francisco Bay Area Details
Joseph Lichtenger's New York Life Insurance Company Experience March 2012 - July 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

Valerie Kalup Valerie Kalup Greater Philadelphia Area Details
Valerie Kalup's New York Life Insurance Company Experience 2012 - 2012
Job Help Desk Analyst Fuel Up to Play 60 at MMS Education
Industry Insurance
Experience
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

Vickie Frazier-Williams, MBA Vickie Frazier-Williams, MBA Miami/Fort Lauderdale Area Details
Vickie Frazier-Williams, MBA's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company working with individuals and families to achieve financial peace of mind.
Industry Financial Services
Experience
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

Melanie Rogers Melanie Rogers Houston, Texas Area Details
Melanie Rogers's New York Life Insurance Company Experience October 1990 - October 1994
Job Account Executive at Arthur J. Gallagher & Co.
Industry Insurance
Experience
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

Ana Martell-Baichu Ana Martell-Baichu Greater New York City Area Details
Ana Martell-Baichu's New York Life Insurance Company Experience 2005 - 2009
Job Receptionist at Williams Lea
Industry Insurance
Experience
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

Brian Craig, LUTCF, Sr Partner New York Life Insurance Co. Brian Craig, LUTCF, Sr Partner New York Life Insurance Co. Frisco, Texas Details
Brian Craig, LUTCF, Sr Partner New York Life Insurance Co.'s New York Life Insurance Company Experience September 2015 - Present
Job Hiring and Developing Individuals Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
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

Kevin Skelly Kevin Skelly Brookfield, Connecticut Details
Kevin Skelly's New York Life Insurance Company Experience May 2010 - September 2010
Job Client Services Associate at Cartus
Industry Real Estate
Experience
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

Adam Baltayan, MSF Adam Baltayan, MSF Greater New York City Area Details
Adam Baltayan, MSF's New York Life Insurance Company Experience February 2013 - September 2013
Job Senior Fund Accountant at SS&C Technologies
Industry Financial Services
Experience
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

Alan Glenn Alan Glenn San Francisco Bay Area Details
Alan Glenn's New York Life Insurance Company Experience September 2014 - Present
Job at Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Marco Sawyer Marco Sawyer Greater Boston Area Details
Marco Sawyer's New York Life Insurance Company Experience August 2011 - July 2012
Job Global Security Officer
Industry Security and Investigations
Experience
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

Asia Hoe Asia Hoe Greater New York City Area Details
Asia Hoe's New York Life Insurance Company Experience January 2011 - May 2013
Job UX/UI Designer at 2U
Industry Internet
Experience
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

Josh Privitera Josh Privitera Greater Boston Area Details
Josh Privitera's New York Life Insurance Company Experience May 2015 - Present
Job Financial Advisor at New York Life
Industry International Trade and Development
Experience
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

joyce lefebvre joyce lefebvre North Providence, Rhode Island Details
joyce lefebvre's New York Life Insurance Company Experience October 2013 - March 2014
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Inna Lapidus Inna Lapidus Brooklyn, New York Details
Inna Lapidus's New York Life Insurance Company Experience May 2014 - August 2014
Job Student at Brown University
Industry
Experience
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

Qin Zhang Qin Zhang Vestal, New York Details
Qin Zhang's New York Life Insurance Company Experience October 2010 - Present
Job Qin is Registered Representative with NYLIFE Securities LLC at New York Life Insurance Company
Industry Financial Services
Experience
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

Dale Cecil CLTC Dale Cecil CLTC Glen Ellen, California Details
Dale Cecil CLTC's New York Life Insurance Company Experience April 1987 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
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

Amie Britt Amie Britt Knoxville, Tennessee Area Details
Amie Britt's New York Life Insurance Company Experience April 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Elizabeth Bunker Elizabeth Bunker Roseville, California Details
Elizabeth Bunker's New York Life Insurance Company Experience March 2009 - October 2013
Job Operations Director at ZigBee Alliance
Industry Financial Services
Experience
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

Jerry Munoz, MBA Jerry Munoz, MBA Providence, Rhode Island Area Details
Jerry Munoz, MBA's New York Life Insurance Company Experience October 2012 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
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

Maria Montano Modugno Maria Montano Modugno Fairport, New York Details
Maria Montano Modugno's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Jordan Letendre, CFP® Jordan Letendre, CFP® Greater Boston Area Details
Jordan Letendre, CFP®'s New York Life Insurance Company Experience September 2008 - November 2008
Job Financial Advisor at Grimes & Company
Industry Financial Services
Experience
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

David Burt Jr. David Burt Jr. New Bedford, Massachusetts Details
David Burt Jr.'s New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Michelle Chang Michelle Chang Stony Brook, New York Details
Michelle Chang's New York Life Insurance Company Experience July 2014 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Financial Services
Experience
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

Danny Gillin Danny Gillin Indianapolis, Indiana Area Details
Danny Gillin's New York Life Insurance Company Experience January 2012 - November 2013
Job Partner at Westpoint Financial Group
Industry Financial Services
Experience
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

Andrew Warshaw Andrew Warshaw Fort Lauderdale, Florida Details
Andrew Warshaw's New York Life Insurance Company Experience March 2010 - November 2011
Job Loan Officer at PNC
Industry Financial Services
Experience
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

SeanPaul Jones SeanPaul Jones Greater Boston Area Details
SeanPaul Jones's New York Life Insurance Company Experience June 2009 - February 2010
Job Logistics Coordinator at Wayfair
Industry Retail
Experience
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

Constantinos Loumakis Constantinos Loumakis Miami/Fort Lauderdale Area Details
Constantinos Loumakis's New York Life Insurance Company Experience February 2011 - Present
Job Agent for New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2011 - Present
Bankers Life and Casualty  January 2010 - May 2010

Education
Broward Community College

Rith Nou Maldonado Rith Nou Maldonado Melrose, Massachusetts Details
Rith Nou Maldonado's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2014 - Present

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

Sam Colt Sam Colt San Francisco Bay Area Details
Sam Colt's New York Life Insurance Company Experience 1973 - 1977
Job Principal at CEB Insurance, Inc.
Industry Insurance
Experience
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

Stephen Pellegrino Stephen Pellegrino Providence, Rhode Island Area Details
Stephen Pellegrino's New York Life Insurance Company Experience January 2005 - November 2008
Job Independent Representative
Industry Oil & Energy
Experience
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

Peter Matteo Peter Matteo Providence, Rhode Island Area Details
Peter Matteo's New York Life Insurance Company Experience 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Linda Hendrickson Linda Hendrickson Indianapolis, Indiana Area Details
Linda Hendrickson's New York Life Insurance Company Experience 2006 - 2007
Job Insurance Professional for individuals, families and businesses
Industry Insurance
Experience
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

Jeremy Harkins Jeremy Harkins Greater Detroit Area Details
Jeremy Harkins's New York Life Insurance Company Experience November 2007 - October 2011
Job Owner at Complete Player Training
Industry Sports
Experience
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

Anthony Caliri Jr, MSF Anthony Caliri Jr, MSF Greater Boston Area Details
Anthony Caliri Jr, MSF's New York Life Insurance Company Experience September 2008 - April 2009
Job Portfolio Risk Analyst at Rockland Trust
Industry Financial Services
Experience
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

Nancy Keating Nancy Keating Greater New York City Area Details
Nancy Keating's New York Life Insurance Company Experience November 2004 - December 2007
Job Independent Communications Professional
Industry Writing and Editing
Experience
-  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

Karl Hayberg Karl Hayberg Greater New York City Area Details
Karl Hayberg's New York Life Insurance Company Experience October 2000 - May 2011
Job Assistance Director at Ernst & Young
Industry Information Technology and Services
Experience
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

Jarrett M. Friedman Jarrett M. Friedman Greater Philadelphia Area Details
Jarrett M. Friedman's New York Life Insurance Company Experience May 2003 - June 2009
Job Independent Financial Professional
Industry Financial Services
Experience
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

Renata (Rene) Roland CLU Renata (Rene) Roland CLU Fort Myers, Florida Area Details
Renata (Rene) Roland CLU's New York Life Insurance Company Experience February 1982 - Present
Job Sales Insurance Representative at New York Life Insurance Company
Industry Insurance
Experience
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

Elijah Gaioni, PhD Elijah Gaioni, PhD New York, New York Details
Elijah Gaioni, PhD's New York Life Insurance Company Experience 2013 - Present
Job Corporate Vice President, Data Science at New York Life Insurance Company
Industry Financial Services
Experience
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

Kasey Houston Kasey Houston Philadelphia, Pennsylvania Details
Kasey Houston's New York Life Insurance Company Experience April 2014 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
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

Robert O'Grady Robert O'Grady Miami/Fort Lauderdale Area Details
Robert O'Grady's New York Life Insurance Company Experience February 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Doug Paglia Doug Paglia Greater New York City Area Details
Doug Paglia's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Alan Glenn Alan Glenn San Francisco, California Details
Alan Glenn's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Latoya Hall Latoya Hall Stamford, Connecticut Details
Latoya Hall's New York Life Insurance Company Experience 2008 - 2012
Job Let me capture your precious moments
Industry Photography
Experience
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

Alex Cuevas Alex Cuevas Pompano Beach, Florida Details
Alex Cuevas's New York Life Insurance Company Experience September 2011 - April 2012
Job Business Administrator at Holistix by the Sea
Industry Hospital & Health Care
Experience
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

Armando Frias Armando Frias Miami, Florida Details
Armando Frias's New York Life Insurance Company Experience March 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
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

James S. Mull James S. Mull Edison, New Jersey Details
James S. Mull's New York Life Insurance Company Experience June 2014 - June 2015
Job Working to accommodate individuals with their ideal Jaguar or Land Rover through honest and efficient service.
Industry Automotive
Experience
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

Jasmine Gonsalves Jasmine Gonsalves Indianapolis, Indiana Details
Jasmine Gonsalves's New York Life Insurance Company Experience February 2014 - August 2014
Job Brand Advocate & Creative Lead at Osborn
Industry Marketing and Advertising
Experience
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

Stephen Marzo Stephen Marzo Greater Boston Area Details
Stephen Marzo's New York Life Insurance Company Experience May 2014 - September 2014
Job Analyst at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
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

Melissa Tatum Melissa Tatum Wichita, Kansas Details
Melissa Tatum's New York Life Insurance Company Experience April 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Kristin (Mellor) Ackerman Kristin (Mellor) Ackerman Fairless Hills, Pennsylvania Details
Kristin (Mellor) Ackerman's New York Life Insurance Company Experience April 2014 - October 2014
Job Office Assistant
Industry Food & Beverages
Experience
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

Victoria Tamez Victoria Tamez Wichita, Kansas Details
Victoria Tamez's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life helping individuals, families, and business owners to create and preserve wealth
Industry Financial Services
Experience
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

Angelo Alabisi Angelo Alabisi Buffalo/Niagara, New York Area Details
Angelo Alabisi's New York Life Insurance Company Experience 2004 - 2005
Job Sales Account Manager at Independent Health
Industry Insurance
Experience
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

R. Sean Butterworth R. Sean Butterworth Williamstown, New York Details
R. Sean Butterworth's New York Life Insurance Company Experience January 2014 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
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

Jonathan Lucas Jonathan Lucas New York, New York Details
Jonathan Lucas's New York Life Insurance Company Experience June 2014 - August 2014
Job Head of Product at VeePiO
Industry Computer Software
Experience
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

Brad Iehl Brad Iehl Sioux City, Iowa Area Details
Brad Iehl's New York Life Insurance Company Experience April 2015 - Present
Job
Industry Financial Services
Experience
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

Cassie Holmes Cassie Holmes Albuquerque, New Mexico Details
Cassie Holmes's New York Life Insurance Company Experience May 2005 - July 2012
Job Artist
Industry Fine Art
Experience
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

Kyle O'Brien ☁ Kyle O'Brien ☁ Chicago, Illinois Details
Kyle O'Brien ☁'s New York Life Insurance Company Experience May 2011 - August 2011
Job Solution Engineer at Salesforce
Industry Computer Software
Experience
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

Brendon Pierce Brendon Pierce Greater Boston Area Details
Brendon Pierce's New York Life Insurance Company Experience March 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Dan Pico, CFP®, CLU, ChFC, CASL Dan Pico, CFP®, CLU, ChFC, CASL Miami, Florida Details
Dan Pico, CFP®, CLU, ChFC, CASL's New York Life Insurance Company Experience March 2015 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
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

Paul Polomski Paul Polomski Greater Boston Area Details
Paul Polomski's New York Life Insurance Company Experience August 2011 - January 2012
Job Partner Support Center Team Lead at EMC
Industry Information Technology and Services
Experience
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

Taylor St. Pierre Taylor St. Pierre South Dartmouth, Massachusetts Details
Taylor St. Pierre's New York Life Insurance Company Experience 2014 - Present
Job Young Professional Looking for Opportunties
Industry Financial Services
Experience
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

Alex Kovalskiy Alex Kovalskiy Brooklyn, New York Details
Alex Kovalskiy's New York Life Insurance Company Experience September 2013 - December 2013
Job Student at Pace University
Industry Capital Markets
Experience
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

Glen Somers Glen Somers La Grange, Illinois Details
Glen Somers's New York Life Insurance Company Experience May 2015 - Present
Job Intern at New York Life Insurance Company
Industry Accounting
Experience
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

Dina Cimini Gibb Dina Cimini Gibb Johnston, Rhode Island Details
Dina Cimini Gibb's New York Life Insurance Company Experience March 2015 - June 2015
Job Citizen's Bank HR Administrator
Industry Insurance
Experience
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

Laurie Poulos Laurie Poulos Greater New York City Area Details
Laurie Poulos's New York Life Insurance Company Experience February 2013 - August 2013
Job Vice President, Chief Compliance Officer at TRANZACT
Industry Law Practice
Experience
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

Hana Nguyen Hana Nguyen Smithfield, Rhode Island Details
Hana Nguyen's New York Life Insurance Company Experience May 2012 - August 2012
Job International Trade Coordinator at J.F. Moran
Industry International Trade and Development
Experience
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

Eric MacDonald Eric MacDonald Seattle, Washington Details
Eric MacDonald's New York Life Insurance Company Experience January 2006 - September 2006
Job Vice President, Sales & Marketing at ELED Lighting, Inc.
Industry Maritime
Experience
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

Alexander Charles Hosey Alexander Charles Hosey Providence, Rhode Island Area Details
Alexander Charles Hosey's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Andrew Drelick Andrew Drelick Greater New York City Area Details
Andrew Drelick's New York Life Insurance Company Experience May 2008 - August 2008
Job Senior Associate Consultant at PwC
Industry Management Consulting
Experience
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

Robert A. Floyd CFA Robert A. Floyd CFA Toronto, Canada Area Details
Robert A. Floyd CFA's New York Life Insurance Company Experience 1983 - 1988
Job President, BirchLeaf Investments Inc. (formerly R.A. Floyd Capital Management Inc.)
Industry Investment Management
Experience
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

Edward Falk Edward Falk New York, New York Details
Edward Falk's New York Life Insurance Company Experience December 1980 - March 1985
Job Attorney
Industry Law Practice
Experience
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

Henry Kammerer Henry Kammerer Greater Boston Area Details
Henry Kammerer's New York Life Insurance Company Experience November 2012 - November 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Emma Tosti Emma Tosti Ashland, Massachusetts Details
Emma Tosti's New York Life Insurance Company Experience May 2013 - August 2013
Job Recruitment Coordinator at KNF&T Staffing Resources
Industry Human Resources
Experience
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

Tara Noonan Amaral Tara Noonan Amaral Boston, Massachusetts Details
Tara Noonan Amaral's New York Life Insurance Company Experience March 2013 - January 2014
Job
Industry Staffing and Recruiting
Experience
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

Jennifer Covell Jennifer Covell Greater New York City Area Details
Jennifer Covell's New York Life Insurance Company Experience February 2013 - Present
Job Director, Annuity Contract Compliance at New York Life Insurance Company
Industry Financial Services
Experience
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

Brian Middlecoat Brian Middlecoat Greater Boston Area Details
Brian Middlecoat's New York Life Insurance Company Experience July 2009 - January 2014
Job Director of Quality Assurance at Fresenius Medical Care
Industry Computer Software
Experience
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

Vincent L. Petrangelo, AIF, WMS Vincent L. Petrangelo, AIF, WMS Springfield, Massachusetts Area Details
Vincent L. Petrangelo, AIF, WMS's New York Life Insurance Company Experience June 1997 - June 1998
Job Branch Manager
Industry Financial Services
Experience
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

Kenneth Raphael Kenneth Raphael Greater New York City Area Details
Kenneth Raphael's New York Life Insurance Company Experience 1988 - 1996
Job University Instructor in English as a Second Language
Industry Education Management
Experience
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

Christopher Rasa Christopher Rasa Brooklyn, New York Details
Christopher Rasa's New York Life Insurance Company Experience January 2014 - August 2014
Job Freelance Writer / Contributing Editor Hardcoregaming101.net
Industry Online Media
Experience
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

Karen Miller Lopez Karen Miller Lopez Greater New York City Area Details
Karen Miller Lopez's New York Life Insurance Company Experience 1978 - 1983
Job Realtor at Weichert Realtors
Industry Real Estate
Experience
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

Michael Gamble, ASA, MAAA Michael Gamble, ASA, MAAA Tampa/St. Petersburg, Florida Area Details
Michael Gamble, ASA, MAAA's New York Life Insurance Company Experience January 2015 - Present
Job Corporate Vice President of Customer Programs, Retention & Payments
Industry Insurance
Experience
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

Stephen W. Baird Stephen W. Baird Greater New York City Area Details
Stephen W. Baird's New York Life Insurance Company Experience 2009 - 2012
Job Managing Partner and Owner, Baird Partners, LLC
Industry Human Resources
Experience
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

Robert Briante Robert Briante Greater New York City Area Details
Robert Briante's New York Life Insurance Company Experience March 2004 - January 2008
Job Broker Relations Coordinator
Industry Insurance
Experience
Amalgamated Life Insurance Company  April 2009 - Present
New York Life Insurance Company   March 2004 - January 2008

Education
Bryant University   1978 — 1982
BS, Business Management

Joe Goddard Joe Goddard Providence, Rhode Island Area Details
Joe Goddard's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

David Heller David Heller Greater New York City Area Details
David Heller's New York Life Insurance Company Experience November 2013 - March 2014
Job Finance VP, Insurance Industry Professional
Industry Insurance
Experience
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

Dominic Morandi Dominic Morandi Greater New York City Area Details
Dominic Morandi's New York Life Insurance Company Experience 1996 - 1999
Job Senior Vice President, First Nationwide Title Agency, LLC
Industry Real Estate
Experience
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

Kyle Nye Kyle Nye Greater New York City Area Details
Kyle Nye's New York Life Insurance Company Experience 2009 - 2009
Job Financial Advisor, CUSO Financial Services, L.P. at Scient Federal Credit Union
Industry Financial Services
Experience
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

Bob Rock Bob Rock Greater New York City Area Details
Bob Rock's New York Life Insurance Company Experience June 1978 - January 2010
Job President, Gift Planning Stewardship, LLC
Industry Financial Services
Experience
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

Stuart Mershon Stuart Mershon Greater New York City Area Details
Stuart Mershon's New York Life Insurance Company Experience 2010 - June 2014
Job Director, Head of Advertising Compliance at Guardian Life
Industry Financial Services
Experience
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

Charlie Hosea Charlie Hosea Greater Boston Area Details
Charlie Hosea's New York Life Insurance Company Experience July 2006 - March 2010
Job Data Acquisition Analyst at Premier Research Group
Industry Automotive
Experience
Premier Research Group  March 2010 - Present
New York Life Insurance Company   July 2006 - March 2010

Education
Bryant University   2001 — 2005
BS, Marketing/Communications

Keri Lehman Keri Lehman New York, New York Details
Keri Lehman's New York Life Insurance Company Experience November 2014 - Present
Job Corporate Vice President & Actuary at New York Life
Industry Insurance
Experience
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

Michael Stribling Michael Stribling Greater Atlanta Area Details
Michael Stribling's New York Life Insurance Company Experience April 1993 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Garfield Davidson Garfield Davidson Providence, Rhode Island Area Details
Garfield Davidson's New York Life Insurance Company Experience September 2009 - December 2010
Job Financial Services Representative at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
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

Terrell Johnson Terrell Johnson Greater Boston Area Details
Terrell Johnson's New York Life Insurance Company Experience August 2011 - April 2012
Job Sales Specialist at Saks Fifth Avenue
Industry Apparel & Fashion
Experience
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.)

Elizabeth Sharrier Elizabeth Sharrier Greater New York City Area Details
Elizabeth Sharrier's New York Life Insurance Company Experience September 2012 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
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

Justin Natale Justin Natale Greater New York City Area Details
Justin Natale's New York Life Insurance Company Experience November 2012 - May 2014
Job Analyst
Industry Real Estate
Experience
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

Jane Sharfstein Jane Sharfstein Providence, Rhode Island Details
Jane Sharfstein's New York Life Insurance Company Experience March 2010 - Present
Job Financial Services Professional at NYLIFE Securities
Industry Financial Services
Experience
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

Marc Rothman Sr Marc Rothman Sr Las Vegas, Nevada Area Details
Marc Rothman Sr's New York Life Insurance Company Experience April 1981 - July 1981
Job Managing Partner at Paradise Rentals Nevada LLC
Industry Financial Services
Experience
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

Walter Craddock Walter Craddock Cranston, Rhode Island Details
Walter Craddock's New York Life Insurance Company Experience May 2011 - March 2014
Job Administrator at Rhode Island Division of Motor Vehicles
Industry Government Administration
Experience
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

George Silos George Silos Greater New York City Area Details
George Silos's New York Life Insurance Company Experience April 2012 - August 2012
Job Vice President at Prudential Retirement
Industry Insurance
Experience
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

Debra Ross Debra Ross Providence, Rhode Island Area Details
Debra Ross's New York Life Insurance Company Experience September 2007 - April 2010
Job Director of Operation/ Manager of Mastery Martial Arts
Industry Retail
Experience
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

john bragga john bragga Providence, Rhode Island Area Details
john bragga's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life
Industry Financial Services
Experience
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

Ellen Han Ellen Han Greater New York City Area Details
Ellen Han's New York Life Insurance Company Experience September 1996 - January 1999
Job Assistant to president / human resources manager at General refining corporation
Industry Hospitality
Experience
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

Patrick Keegan Patrick Keegan Greater Atlanta Area Details
Patrick Keegan's New York Life Insurance Company Experience January 1990 - January 1991
Job Complex Director at Ameriprise Financial Services
Industry Financial Services
Experience
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

Chris Naugle Chris Naugle Buffalo/Niagara, New York Area Details
Chris Naugle's New York Life Insurance Company Experience June 2003 - Present
Job Financial Advisor at Eagle Strategies, LLC. Helping highnet worth individuals continue their lifestyle into retirement
Industry Investment Management
Experience
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

Lynn Hoogenboom Lynn Hoogenboom Greater New York City Area Details
Lynn Hoogenboom's New York Life Insurance Company Experience December 2013 - Present
Job Associate at New York Life Insurance Company
Industry Writing and Editing
Experience
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

Allison Maloney Allison Maloney Hartford, Connecticut Area Details
Allison Maloney's New York Life Insurance Company Experience March 1999 - December 2005
Job Financial Analyst at Prudential Financial
Industry Financial Services
Experience
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

David Nelms David Nelms Greater Nashville Area Details
David Nelms's New York Life Insurance Company Experience August 2010 - Present
Job Agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company   August 2010 - Present

Education
Kennesaw State University   1989 — 1991
Bachelor of Science, Communciations

Bryan College   1986 — 1989
Communciations

Katherine Schotz Katherine Schotz Greater New York City Area Details
Katherine Schotz's New York Life Insurance Company Experience February 2015 - Present
Job Investor Relations Associate at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
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

Ryan Guimond Ryan Guimond Providence, Rhode Island Area Details
Ryan Guimond's New York Life Insurance Company Experience May 2011 - October 2011
Job Storage Engineer at IBM
Industry Financial Services
Experience
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

Kate Gryn Kate Gryn Anchorage, Alaska Details
Kate Gryn's New York Life Insurance Company Experience March 2012 - July 2012
Job at
Industry Accounting
Experience
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

Brent Becraft Brent Becraft West Palm Beach, Florida Area Details
Brent Becraft's New York Life Insurance Company Experience February 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Allyssa Ward Allyssa Ward Bloomfield, Connecticut Details
Allyssa Ward's New York Life Insurance Company Experience May 2011 - August 2011
Job Actuarial Senior Analyst at Cigna
Industry Insurance
Experience
Cigna  June 2014 - Present
Cigna  July 2012 - June 2014
New York Life Insurance Company   May 2011 - August 2011
CIGNA  June 2010 - August 2010

Education
Bucknell University   2008 — 2012
B.S., Mathematics, Economics, French

Collette Achin Collette Achin North Attleboro, Massachusetts Details
Collette Achin's New York Life Insurance Company Experience December 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Jeff Stuckart Jeff Stuckart White Plains, New York Details
Jeff Stuckart's New York Life Insurance Company Experience October 2003 - October 2006
Job Programmer/Analyst at Hitachi Capital America Corp.
Industry Information Technology and Services
Experience
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

Karen Linn Karen Linn Fort Lauderdale, Florida Details
Karen Linn's New York Life Insurance Company Experience January 2008 - March 2011
Job Service Advocate at Farmers Insurance
Industry Consumer Services
Experience
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

Naomi (Williamson) Scott Naomi (Williamson) Scott Knoxville, Tennessee Details
Naomi (Williamson) Scott's New York Life Insurance Company Experience October 2011 - January 2012
Job Experienced Business Professional
Industry Financial Services
Experience
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

Carol DiMartini Carol DiMartini Brooklyn, New York Details
Carol DiMartini's New York Life Insurance Company Experience March 2007 - Present
Job Associate General Counsel at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2007 - Present

Education
Brooklyn Law School   1992 — 1995
Doctor of Law (J.D.)

laobat moez shayanian laobat moez shayanian Pompano Beach, Florida Details
laobat moez shayanian's New York Life Insurance Company Experience June 2014 - Present
Job Agent at New York Life Insurance Company
Industry
Experience
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

Paul Fusco Paul Fusco Greater Boston Area Details
Paul Fusco's New York Life Insurance Company Experience December 2014 - Present
Job
Industry Financial Services
Experience
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