Experience
New York Life Insurance Company   December 2014 - Present
AR Asset Management, Inc.   January 2004 - May 2012

Skills
Small Business, Long-Term Care Insurance, Lifetime Income..., Protection..., Term Life Insurance, Universal Life, Wealth Preservation..., Whole Life Insuranse, Building Relationships, Problem Solving, Retirement Income...

Education
California State Polytechnic University-Pomona   1974 — 1976
English

Experience
New York Life Insurance Company   December 2013 - Present
NYLIFE Securities LLC  February 2014 - Present
Bailey's Furniture  December 2010 - December 2013
Bailey's Furniture  May 2007 - December 2010

Skills
Furniture, Marketing Strategy, Advertising, Marketing, Strategic Planning, New Business Development, Product Development, Interior Design, Social Media, Sales Management, Sales, Graphic Design, Project Management, Photoshop, Retail, Online Advertising, Budgets, Social Media Marketing, Social Networking, PowerPoint, B2B, Online Marketing, Marketing Communications, Trade Shows, Email Marketing, Public Relations, Creative Direction, Brand Development, Customer Service, Microsoft Excel, Merchandising, Time Management, Community Development, Digital Marketing, Event Management, Event Planning, Sales Promotion

Education
University of Alaska Anchorage   2006 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

California Baptist University   2003 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Wasilla High School

Wasilla High School

Experience
New York Life Insurance Company   April 2014 - Present
Pacific Western Bank  June 2012 - May 2014

Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Customer Satisfaction, Education Funding..., Estate Planning, IRA Rollovers, Key Person Insurance, LGBT Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Protection..., Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Wealth Preservation..., Retirement, Finance, Investments, Microsoft Office, Leadership, Management

Education
California State Polytechnic University-Pomona
Electrical and Electronics Engineering, Business Management in Technology

Experience
Shasta County Office of Education  December 2013 - Present
Navient  2014 - September 2015
Simpson University  May 2015 - July 2015
New York Life Insurance Company   June 2013 - February 2014
iHELP   October 2010 - November 2012
BrightStar Education Group  July 2010 - September 2010
Sallie Mae  January 2004 - February 2010
Educaid/The Money Store/First Union Bank/Wachovia Bank/Wells Fargo   June 1994 - January 2004
Point Loma Nazarene University  November 1989 - May 1994

Skills
Public Speaking, Marketing, Sales Operations, Student Financial Aid, Customer Service, Strategic Planning, Microsoft Office, Salesforce.com, Operations Management, Cross Selling, Budgets, Sales, Leadership, Training, CRM, Accounting, Sales Management, Higher Education, Admissions, Staff Development, Social Networking, Business Development, Enrollment Management, Community Outreach, Nonprofits, Finance, Seibel, Corporate Budgeting, Analytics, 401k Rollovers, Asset Protection, Licensed Life Insurance..., Investments, Protection..., Retirement Planning, Small Business, Community Banking, Banking, Financial Services, Analysis

Education
California State University, Fresno   2015 — 2016
Teaching Credential, Elementary Education and Teaching

National University   1998 — 1999
Master, Business Administration / Financial Management

Point Loma Nazarene University   1988 — 1992
Bachelor of Arts, Sociology / Criminal Justice

Atascadero High

Experience
MassMutual San Diego  November 2012 - Present
New York Life Insurance Company   May 2005 - October 2011

Skills
Disability Insurance, Marketing, Customer Service, Finance, Team Building, Wealth Accumulation, Public Speaking, Microsoft Office, Leadership, Estate Tax Planning, Financial Services, Program Management, Life Insurance, Long Term Care Insurance, Wealth Management, Term Life Insurance, Sales

Education
California State University-San Marcos   2000 — 2002
BA, Human Development

Palomar College   1998 — 2000
Associate of Arts and Sciences (AAS)

Experience
New York Life Insurance Company   May 2013 - Present
Planned Parenthood of Santa Barbara, Ventura and San Luis Obispo   August 2012 - June 2013

Skills
Public Speaking, Conflict Management, Organizational..., Event Planning, Team Leadership, Nonprofits, Fundraising, Volunteer Management, Community Outreach, Microsoft Office, Customer Service, Social Media, Leadership Development, Leadership, Spanish, Team Building, Recruiting, Conflict Resolution, PowerPoint, Research, Microsoft Word, Microsoft Excel, Training, Teaching

Education
California State University, Channel Islands   2011 — 2012
Communication B.A., Business/ Non Profit

California State University-Fresno   2011 — 2011
Communication, General

Santa Barbara City College   2008 — 2011
Liberal Arts: Social and Behavioral Sciences A.A., Communication, General

Santa Ynez Valley Union High   2004 — 2008
High School Diploma

Experience
New York Life Insurance Company   March 2015 - Present
AAA NCNU  March 2009 - March 2015
Allstate  January 2001 - March 2009
Allstate  January 1998 - January 2001
MetLife  January 1993 - January 1998

Skills
Life Insurance, Insurance, Sales, Term Life Insurance, Recruiting, Training, Fixed Annuities, Property & Casualty..., Sales Management, Customer Retention, Umbrella Insurance, Health Insurance, Commercial Insurance, General Insurance, Underwriting, Finance, Annuity Sales, Million Dollar..., NASD, Compliance Regulations, Consultative Selling, Variable Annuities, Mutual Funds, retirement accounts, Business Development, Management, Leadership, Customer Service, Sales Trainings

Education
California State University-Chico   1984 — 1988
Bachelors Degree, Finance/Economics

Experience
New York Life Insurance Company   January 2014 - Present
Bonfire Heights   December 2010 - Present
Wells Fargo Bank  May 2007 - August 2009
Wells Fargo  March 2004 - September 2006
Wells Fargo  February 2003 - March 2004

Skills
Investments, Photography, Marketing Strategy, Finance, Banking, Video, Investment Properties, Final Cut Pro, Fiction Writing, DJ, Social Networking, Marketing, Entrepreneurship, Social Media Marketing, Leadership, Sales, Social Media, Management, Public Speaking, CRM, Business Planning, Strategic Partnerships, Sales Operations, Spanish, Executive Management, Strategic Planning, Start-ups

Education
Exchange Program: University of Massachusetts
International Business

California State University-Chico   1997 — 2001
B.S, marketing

Miami Ad School

Experience
Davanti Enoteca  December 2014 - Present
California State University San Marcos  August 2013 - Present
New York Life Insurance Company   May 2014 - August 2014
Solace & the Moonlight Lounge   April 2013 - May 2014
Urban Plates  2011 - May 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Communication, Group Leadership, Public Speaking, Data Analysis

Education
California State University San Marcos   2012 — 2015
Business Administration, Management and Operations

MiraCosta College   2011 — 2012

Experience
New York Life Insurance Company   July 2013 - Present
FedEx Ground  August 2010 - April 2013
Macy's  June 2010 - August 2010
Vector Marketing  June 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Relations, Social Networking, Time Management, Facebook, Teamwork, Estate Planning, Insurance, Legacies, Licensed Life Insurance..., Protection..., Retirement Planning, Retirement, Small Business, Succession Planning, Key Person Protection, Multi-tasking Skills, Event Planning, Leadership

Education
California State University-Fresno   2009 — 2013
Bachelor of Business Administration (B.B.A.), Sports Marketing

Vista Murrieta High School   2005 — 2009

Experience
Anchor Bay Capital, Inc.   August 2015 - Present
AXA Advisors  December 2013 - August 2015
Empire Wealth Strategies LLC   January 2013 - August 2015
New York Life Insurance Company   July 2007 - December 2012
New York Life Insurance Company   May 2004 - July 2007

Skills
Financial Planning, Personal Finance, Retirement Planning, Wealth Management, IRAs, Estate Planning, Wealth Accumulation, Sales Management, Buy-sell Agreements, Securities, Insurance Planning, Asset Allocation, Charitable Giving, Succession Planning

Education
University of Utah   1998 — 2004
Bachelor of Science, Economics

California Lutheran University   1997 — 1998

The American College
LUTCF

Experience
FTC Insurance   November 2014 - Present
106 Social   January 2014 - Present
Calvary Presbyterian Church, South Pasadena   February 2014 - October 2014
Taylor Insurance and Financial Services   July 2012 - December 2013
New York Life Insurance Company   2012 - 2013

Skills
American Sign Language, Microsoft Office, Microsoft Excel, Customer Service, Organizational..., Administrative..., Telephone Skills, Time Management, Data Entry, Office Administration, Lotus Notes, Administration, Office Management, Insurance, Outlook, Team Building, Social Media

Education
California State University-Channel Islands   2008 — 2012
Bachelor's degree, Business Administration, Management and Operations

Maranatha High School   2004 — 2008
9-12th

Experience
New York Life Insurance Company   June 2011 - Present
NYLIFE Securities LLC  June 2011 - Present
Blu Dragon Financial Holdings, LLC   March 2007 - June 2011

Skills
401k Rollovers, Annuity Sales, Wealth Preservation..., Estate Planning, Insurance, Retirement Planning, Qualified Retirement..., Group Benefit Plans, Fixed Income Strategies, Tax Free Income, Variable Annuities, Variable Life, Mutual Funds, Fundraising, Nonprofits, Retirement, Financial Services, Health Insurance, Securities, Investments, Wealth Management, Real Estate, Key Person Protection, Universal Life, Long Term Care Insurance, Long-term Care, Asset Management, Accounting, FINRA, Disability Insurance, IRAs, Strategic Financial..., Term Life Insurance, Fixed Annuities, Life Insurance, Whole Life, Portfolio Management, Financial Planning

Education
California State Polytechnic University-Pomona   1999 — 2003
Architecture

Experience
Central Valley Voice   November 1991 - Present
Central Valley Voice   November 1991 - Present
New York Life Insurance Company   August 1986 - October 1991

Skills
Social Media, Journalism, Editing, Newspapers, Copy Editing, Advertising, Blogging, Public Relations, Microsoft Office, Photoshop, Social Media Marketing, News Writing, Editorial, Marketing Communications, Online Advertising

Education
Merced Junior College   1978 — 1980
Associate of Arts (A.A.), General Studies

CSU Stanislaus
Bachelor's degree, Communication and Media Studies

Experience
Transwestern  December 2014 - Present
Transwestern  June 2014 - November 2014
Newmark Grubb Pearson Commercial   June 2013 - May 2014
New York Life Insurance Company   May 2012 - August 2012

Skills
Economics, Investments, Econometrics, Microsoft Excel, Data Entry, Data Analysis, Commercial Real Estate, Market Research, Leadership, Time Management, PowerPoint, Financial Analysis

Education
California State University-Fresno   2009 — 2014
Bachelor of Arts (BA), Economics

Experience
Venables Bell and Partners  May 2015 - Present
Venables Bell and Partners  September 2013 - April 2015
Innocean USA  December 2012 - August 2013
INNOCEAN USA  November 2011 - November 2012
One Source Industries, LLC  May 2011 - November 2011
New York Life Insurance Company   June 2010 - January 2011
Cal Poly Wheelchair Foundation   June 2008 - June 2009

Skills
Customer Service, Social Media Marketing, Time Management, Microsoft Office, Microsoft Excel, Budgets, Event Planning, Microsoft Word, Email Marketing, Account Management, Online Advertising, Manage Client..., Project Management, Managing Budget, Digital Marketing, Market Research, Client Relations Skills, Advertising, Mobile Advertising, Client Presentation, Competitive Analysis, Presentation Development, Customer Presentations, Promotions, Insurance, Attention To Detail, Word, Excel, Sales, Management, Trade Shows, Interactive Marketing, Integrated Marketing, Leadership, New Media, Online Marketing, Mobile Marketing, Direct Marketing, Digital Strategy, Media Planning, Brand Development, Creative Strategy, Direct Mail, Sponsorship, Creative Direction

Education
California Polytechnic State University-San Luis Obispo   2005 — 2009
Bachelors of Science, Business Administration; Marketing and International Management

John Cabot University   2007 — 2007
Study Abroad Program, Business - International and Marketing

Experience
Academy of Art University  May 2015 - Present
Young Filipino Professionals Association   July 2013 - August 2015
Academy of Art University  March 2015 - May 2015
New York Life Insurance Company   March 2014 - February 2015
Engineering/Remediation Resources Group   August 2012 - February 2014
Cal Poly State University  September 2007 - June 2012
United States Air Force Environmental Flight Unit   August 2010 - March 2012
Greka Oil and Energy Inc.   July 2010 - September 2010
College Works Painting  September 2008 - September 2009

Skills
Leadership, Public Speaking, Direct Sales, Communication, Insurance, Sales, Networking, Retirement Planning, Risk Management, Small Business, Building Relationships, Business Networking, Creative Problem Solving, Customer Satisfaction, Lead Generation, Permanent Life Insurance, Personal Finance, Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, Web Development, Training, Budget Management, Organizational..., Project Planning, Time Management, PowerPoint, Negotiation, Event Planning, Event Management, Non-profit Leadership, Non-profit Program..., Non-profit Board..., Environmental..., Environmental Science, Philosophy, Presentations, Marketing, Social Media Marketing, Management

Education
Cal Poly San Luis Obispo   2007 — 2012
B.S., Environmental Engineering

Golden Gate University   2015 — 2017
Master of Business Administration (M.B.A.), Global Supply Chain Management

Experience
New York Life Insurance Company   January 1985 - April 2005

Skills
Securities

Education
Purdue University   1965 — 1969
Business Administration and Management, General

Butler University   1964 — 1965
Business Administration and Management, General

Experience
ExamOne, a Quest Diagnostics Company  April 2015 - Present
ExamOne, a Quest Diagnostics Company  April 2014 - April 2015
ExamOne, a Quest Diagnostics Company  April 2013 - April 2014
ExamOne, a Quest Diagnostics Company  January 2013 - April 2013
Bedrosians Tile & Marble   2011 - 2012
New York Life Insurance Company   2010 - 2011
Northwestern Mutual Financial Network  August 2009 - February 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Sales, Insurance, Financial Analysis, Salesforce.com, Finance, Outlook, Time Management, Strategic Planning, Customer Satisfaction, Marketing, Accounting, CRM, Data Entry, Accounts Receivable, Credit, Budgets, Analysis, Team Building, Access, Training

Education
California State University-Fresno   2007 — 2011
Bachelor of Science (B.S.), Finance

Experience
NYLIFE Securities LLC  December 2012 - July 2013
New York Life Insurance Company   December 2011 - July 2013

Education
California State University-Fresno   2009 — 2011
Bachelor of Arts (B.A.), Psychology

University of California, Santa Barbara   2006 — 2008
Pyschology

Experience
Bank of America Merrill Lynch  November 2014 - Present
Citi  August 2014 - November 2014
New York Life Insurance Company   December 2012 - August 2014
Exchange Bank  January 2007 - January 2012
Redwood Credit Union  January 2005 - January 2007
Washington Mutual  January 2000 - January 2005

Skills
Coaching, Employee Relations, Customer Relations, Risk Management, Managed portfolio of..., Commercial Lending, Commercial Banking, New Business Development, Sales, Operations, Banking, Customer Service, Management, Underwriting, Insurance, Leadership, Business Planning, Strategic Financial..., Retirement Planning, Analysis, Training, Team Building, Business Analysis, Project Management, Finance, Investments, Credit, Business Development, Sales Management, Loans, Business Strategy, Accounting, Marketing, Strategic Planning, Small Business, Mortgage Lending, Budgets, Employee Training, Portfolio Management, Employee Benefits, Auditing, Financial Analysis, Wealth Management, Process Improvement, Mortgage Banking, Executive Management, Real Estate, Mergers & Acquisitions, Mutual Funds, Start-ups

Education
Golden Gate University   2011 — 2012
Master of Business Administration (MBA), Golden Gate University, San Francisco, Business Management

California State University-Chico   2000 — 2002
Bachelor of Science, Business

Experience
Kansas City Life Insurance Company  June 2013 - Present
Lenox Advisors  January 2012 - June 2013
John Hancock Financial Network  December 2007 - January 2012
New York Life Insurance Company   2004 - 2007

Skills
Long Term Care, Financial Advisory, Investment Products, Insurance, Annuities, Long-term Care, Fixed Annuities, Retirement Planning, Investments, Estate Planning, Wealth Management, Mutual Funds, Asset Management, 401k, Disability Insurance, Retirement, Life Insurance, Term Life Insurance

Education
University of Phoenix   2002 — 2004
MBA, Business Administration

California State University-Chico   1987 — 1992
B.S., Finance

La Canada High School   1983 — 1987

Experience
New York Life Insurance Company   July 2010 - Present
New York Life Insurance Company   December 2006 - July 2010
New York Life Insurance Company   December 2006 - July 2010
New York Life Insurance Company   December 1993 - December 2006
New York Life Insurance Company   October 1989 - December 1993
New York Life Insurance Company   February 1987 - October 1989
New York Life Insurance Company   August 1986 - February 1987
New York Life Insurance Company   August 1985 - August 1986

Skills
Retirement Planning, Insurance, Estate Planning, Financial Services, Asset Protection, Workshop Facilitation, Succession Planning, Lead Generation, Sales Rep Training, CLU, Key Person Insurance, Wealth Preservation..., New Business Development, Seminar Marketing, LUTCF, 401(k) Rollovers, Protection...

Education
The American College   1985 — 2012
Master of Science, Financial Services

California Polytechnic State University-San Luis Obispo   1980 — 1985
Bachelor of Science (BS), Social Sciences

Experience
Farmers Insurance  June 2015 - Present
Hickling Insurance Services   1993 - Present
SIAA  2012 - 2012
Plambeck & Associates   June 1986 - January 1993
New York Life Insurance Company   March 1985 - May 1986

Skills
Insurance, Small Business, Affordable Care Act, Healthcare Compliance, Health Insurance, Property & Casualty..., Customer Service, New Business Development, Employee Benefits, Small Business Insurance, Insurance Strategies, Insurance Cost Analysis, Individual Insurance

Education
California State University-East Bay   1980 — 1982
BS, Kinesiology

California State University-Chico   1979 — 1980
Physical Education

Hayward High

Experience
Vital Financial Group   October 2014 - Present
Blackmore Partners LLC  January 2011 - Present
National Life Group  October 2014 - Present
Business Turnaround   April 1996 - October 2014
New York Life Insurance Company   April 2014 - September 2014
Luxicor   January 2009 - July 2012
AAMP of America  May 2003 - December 2008
Path Group PLC   July 1999 - May 2003
Path Group PLC   July 1999 - September 2002
Management Consulting  1998 - 1999

Skills
Sales Management, Product Development, New Business Development, Marketing Strategy, Business Planning, Negotiation, Business Strategy, Strategic Planning, Team Building, Marketing Communications, Contract Negotiation, Product Management, Forecasting, International Business, Logistics, Product Marketing, Retail, Team Leadership, Operations Management, Customer Service, Account Management, Public Relations, Cross-functional Team..., Brand Development, Change Management, Entrepreneurship, Public Speaking, Coaching, Process Improvement, Management Consulting, Marketing Management, Program Management, Advertising, Market Research, Acquisition Integration, Business Intelligence, Business Analysis, Competitive Analysis, P&L Responsibility, International Trade, Sourcing, Sales Operations, Sales, Leadership, Management, Strategy, Marketing, Mergers & Acquisitions, P&L Management, Market Analysis

Education
Massachusetts Institute of Technology - Sloan School of Management   2009 — 2009
MIT Sloan Executive Program, Leadership Accountability and the Law

Massachusetts Institute of Technology - Sloan School of Management   2009 — 2009
MIT Sloan Executive Program, Understanding and Solving Complex Business Problems

Massachusetts Institute of Technology - Sloan School of Management   2008 — 2008
MIT Sloan Executive Program, Strategic Marketing for the Technical Executive

Massachusetts Institute of Technology - Sloan School of Management   2008 — 2008
MIT Sloan Executive Program, Managing Technical Professionals and Organizations

California Coast University   2006 — 2015
MBA, Business Administration

California Coast University   2001 — 2006
BA, Bachelor of Business Administration Degree

Universidad Autónoma de Guadalajara   1984 — 1986
Bachelor's degree in Architecture, Arquitectura

Tecnologico de Monterrey Campus Queretaro   1982 — 1984
Bachillerato, Físico-matemáticas

Experience
Fresno Unified School District  May 2015 - Present
D-Five & Co.   June 2014 - Present
Fresno City College  May 2014 - Present
Washington Colony Elementary   August 2014 - May 2015
New York Life Insurance Company   February 2014 - May 2014
Girl Scouts of Central California South  September 2013 - February 2014
Girl Scouts of Central California South  August 2011 - September 2013
Girl Scouts of Central California South  March 2011 - August 2011
Girl Scouts of Central Califonia South   August 2008 - February 2011
Jumpstart  September 2006 - May 2007

Skills
Ability to analyze and..., Ability to identify and..., Fundraising, Community Outreach, Leadership, Grants, Training, Recruiting, Project Planning, Nonprofits, Event Planning, Volunteer Management, Grant Writing, Community Development, Public Speaking, Public Relations, Event Management, Leadership Development, Program Management, Customer Service, Media Relations, Social Media, Analysis, Non-profits, Communication, Project Management

Education
California State University, Fresno   2015 — 2016
Multiple Subject Credential with emphasis in Curriculum and Instruction, Elementary Education and Teaching

California State University- Fresno   2015 — 2016
Credential, Teacher Education and Professional Development, Specific Subject Areas

Fresno City College   2014 — 2015
Child Development coursework, Early Childhood Education and Teaching

California State University-Fresno   2002 — 2008
BA, Sociology and Chicano/a Latin American Studies

College of the Sequoias   2002 — 2005
AA, Liberal Arts

Experience
First Allied Securities  2009 - Present
Guidant Planning, Inc.   2001 - Present
SagePoint Financial  2005 - 2009
AIG SunAmerica  1996 - 2005
Great Western Financial Securities  1994 - 1996
Great Western Financial Securities  1992 - 1996
Mitsuba Corporation   1990 - 1992
New York Life Insurance Company   1988 - 1990

Education
California State Polytechnic University-Pomona   1983 — 1993
BS, College of Business, Finance Real Estate and Law

College for Financial Planning
Certified Financial Planner

Experience
Producers Financial Group West   August 2011 - Present
Protective Life  June 1996 - August 2011
New York Life Insurance Company   February 1989 - June 1996

Skills
Life Insurance, Retirement Planning, Estate Planning, Brokers, Annuity, Long Term Care, Disability Insurance, Brokerage, Series 6, Retirement, Financial Planners, Term Life Insurance, Whole Life, Fixed Annuities, Long-term Care, Long Term Care Insurance, Underwriting, Health Insurance, Mutual Funds, Insurance, Universal Life, Variable Annuities

Education
California State University-Fresno   1982 — 1988
BS, Finance

The American College   2001 — 2005
CLU

Experience
New York Life Insurance Company   February 2012 - Present
Aflac  September 2006 - 2014
Wynn Las Vegas  July 2010 - July 2011
Mimi's Cafe  August 2003 - July 2007

Skills
Insurance, Customer Service, Sales, Strategic Planning, Marketing, Recruiting, Employee Benefits, New Business Development, Financial Services, 401K Rollovers, Retirement Planning, Asset Protection, Personal Finance, Investments, Lifetime Income..., Wealth Preservation..., Education Funding..., Disability Insurance

Education
California State University San Marcos   2000 — 2002
BA, Economics

Experience
The Block   2013 - 2015
Long Beach Opera  2011 - 2013
Long Beach Opera  2010 - 2011
David's Bridal  2005 - 2006
Halpern  2003 - 2003
New York Life Insurance Company   2000 - 2002

Skills
Photoshop, Illustrator, Advertising, Social Media, Marketing, Microsoft Office, Marketing Strategy, Microsoft Word, Microsoft Excel, Research, Strategic Planning, Teamwork, Data Analysis, New Business Development, Analysis, Customer Service, Event Planning, Fashion, Social Media Marketing, Public Relations, Arts Administration, Sales

Education
California State University-Long Beach - College of Business Administration   2007 — 2010
MBA, Business Administration, 4.0

California State Polytechnic University-Pomona   2002 — 2004
Bachelors of Science, Apparel Merchandising and Management, 3.8

Long Beach City College   1999 — 2002
Associate of Arts (A.A.), Fashion/Apparel Design, 3.62

Experience
Central Coast Visionary Insurance & Financial Services   June 2012 - Present
New York Life Insurance Company   December 2010 - June 2012
The American Red Cross  May 2000 - March 2011
The Home Depot  February 2003 - December 2010

Skills
Retirement Planning, Insurance, Financial Services, Affordable Care Act, Protection Planning, Asset Accumulation, Strategic Financial..., Employee Benefits, Succession Planning, Fixed Annuities, Investments, Customer Service, Asset Allocation, Financial Planners, Public Speaking, Life Insurance, Financial Analysis, Small Business, Risk Management, Budgets

Education
California Polytechnic State University-San Luis Obispo   2001 — 2010
Kinesiology: Pre-PT

Allan Hancock College   1997 — 2001
AA, Physical Education: Pre-PT

The American College

Experience
Khelin Young   September 2015 - Present
New York Life Insurance Company   December 2014 - September 2015
Tyler Logan Enterprises   August 2004 - September 2014

Skills
Retirement Planning, Asset Protection, Wealth Preservation..., Life Insurance, 401k Rollovers, Annuity Sales, Long Term Care Insurance, Gifting Strategies, Multi-generational..., Small Business, Leadership, Marketing, Problem Solving, Marketing Strategy, Sales, Team Building, Budgets, Public Speaking, Coaching, Executive Coaching, Wellness Coaching, Lifestyle Coaching, Life Coaching, Job Coaching, Business Coaching

Education
California State Polytechnic University-Pomona   1996 — 2000
B.S. Business, Human Resources, General Management, Entrepreneurship

Experience
New York Life Insurance Company   June 2015 - Present
Solutionz Conferencing, Inc  August 2012 - May 2015
Solutionz Conferencing, Inc  July 2011 - May 2015
Cbeyond  July 2009 - May 2011
California Lutheran University  August 2007 - May 2010

Skills
Sales Management, Sales Presentations, Direct Sales, Strategic Partnerships, Strategic Prospecting, Account Management, Solution Selling, Sales, Sales Process, Salesforce.com, Unified Communications, Cold Calling, Marketing Strategy, CRM, Customer Retention, Managed Services, Marketing

Education
California Lutheran University   2007 — 2009
MBA, Marketing

California Lutheran University   2004 — 2007
B.A., Communication/PR/Advertising

Experience
NYLIFE Securities LLC  March 2015 - Present
New York Life Insurance Company   2014 - Present
LEECO Financial Services, Inc.   2006 - 2012
LFG Equipment Finance, a subsidiary of Elavon and U.S. Bancorp   2000 - 2006
LADCO Financial Group   1987 - 2000

Skills
Asset Protection, Building Relationships, Business Insurance..., Business Succession..., Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, LGBT Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Personal Finance, Problem Solving, Protection Planning, Relationship Management, Retirement Planning, Account Management, Business Exit Strategy, Wealth Transfer..., Annuity Sales, Employee Benefits, Buy-sell Agreements, 401k Rollovers, Investments, Wealth Preservation...

Education
California Lutheran University   1992 — 1996
Bachelor of Science In Business Administration, Finance

Experience
New York Life Insurance Company   August 2014 - Present

Skills
Whole Life Insurance, Retirement Savings, Asset Protection, Problem Solving, Permanent Life Insurance, grandchild gifting, Term Life Insurance, education funding..., Key Person Insurance, licensed in long Term..., business Insurance...

Education
National University   2012 — 2013
Child Development, Special Education and Teaching

California State University, Fresno   2007 — 2011

Experience
BBCN Bank  June 2015 - Present
Private Event Planner   September 2009 - Present
Bank of America  May 2012 - June 2015
New York Life Insurance Company   August 2011 - May 2012
Best Buy  2010 - 2011

Skills
Customer Service, Finance, Banking, Insurance, Leadership, Relationship Management, Accounting, Microsoft Excel, Microsoft Word, Credit Analysis, Event Planning, Event Management, Real Estate, Real Estate Financing, Commercial Lending

Education
California State Polytechnic University-Pomona   2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Management - Marketing

Experience
New York Life Insurance Company   October 2014 - Present
Playwrights' Theatre  October 2013 - March 2015

Skills
Life Insurance, Retirement Planning, Long-term Care, Financial Services, Estate Planning, 401k Rollovers, Public Speaking, Performing Arts, Acting, Teaching, Theatre

Education
Butler University

Experience
New York Life Insurance Company   2014 - Present
NYLIFE Securities LLC  April 2014 - Present
HDL Companies  2009 - 2013
Wells Fargo Bank, N.A.   1990 - 1992
ADP  1988 - 1990
Chase National Corporate Services   1986 - 1988
Wells Fargo Bank, N.A.   1978 - 1986

Skills
Finance, Retirement, Financial Services, Mortgage Lending, Banking, Insurance, Loans, Commercial Banking, Cash Management, Investments, Sales Process, Small Business, Supplements to Employee..., Wealth Preservation..., Account Management, Customer Relations, Education Funding..., Long-Term Care Insurance, Long Term Care Insurance

Education
California State Polytechnic University-Pomona   1987 — 1988
Bachelor's Degree, Finance, Real Estate & Law

Arcadia High School   1973 — 1976
High School

Experience
Orbitz Worldwide  July 2015 - Present
Verifi Inc.  November 2014 - July 2015
Forever 21  May 2014 - October 2014
DIRECTV  September 2013 - May 2014
New York Life Insurance Company   December 2012 - July 2013

Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Microsoft Office, Investments, Finance, Microsoft Word, Accounting, Portfolio Management, Event Planning, Management, Marketing, Internal Affairs, Fundraising, Social Media, Social Networking, Spanish, Time Management, Outlook

Education
California State University, Los Angeles - College of Business and Economics   2009 — 2013
Bachelors of Science, Business Administration

California State University-Los Angeles   2009 — 2013
Bachelor's of Science, Finance, General

Experience
Jewish Family Service of Los Angeles  November 2014 - Present
The Children's Institute  May 2013 - October 2014
Merrill Lynch  November 2011 - February 2012
New York Life Insurance Company   June 2011 - September 2011
California Lutheran University  June 2008 - June 2009
California Lutheran University  2008 - September 2008
Meathead Movers  June 2007 - November 2007

Skills
PowerPoint, Excel, Funds and Stocks..., Creating Portfolio..., Creating Tax Planning..., Salesforce.com, Investment Banking, Financial Markets, Finance, Strategic Financial..., Microsoft Office

Education
California Lutheran University   2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, Recent Graduate

California Lutheran University   2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General

Experience
Presidio Graduate School  March 2015 - Present
Presidio Graduate School  March 2014 - March 2015
Heald College  September 2011 - March 2014
MetroPCS  October 2010 - August 2011
Desert Consulting   March 2009 - August 2009
New York Life Insurance Company   August 2006 - March 2009
Educational Guidance Center   September 2004 - May 2006

Skills
Salesforce.com, Social Media, Strategic Planning, Non-profits, Research, Nonprofits, Marketing Strategy, Fundraising, Spanish, Teaching, Data Analysis, Employee Benefits, Higher Education, Leadership, Management, Marketing, Cold Calling, Recruiting, Strategy, Program Management, Sales Operations, Public Relations, Grant Writing, Leadership Development, Team Building, Training, Microsoft Word, Event Planning, Program Development, Social Networking, Event Management, Staff Development, Time Management, Community Outreach, Social Media Marketing

Education
California State University-Stanislaus   2012 — 2013
Master of Business Administration (M.B.A.), Executive MBA, 3.91

University of California, Berkeley   2002 — 2006
Bachelor of Arts, Double; Legal Studies and Political Science

Galt High School

Experience
New York Life Insurance Company   September 2014 - Present
U.S. Embassy Rome   January 2009 - May 2013
Cookie Lee Jewelry  March 2000 - August 2012
Craftmark Homes  July 1999 - February 2000
Kimpton Hotels & Restaurants  1994 - 1998

Skills
Strategic Planning, Budgets, Event Management, Negotiation, Jewelry, Event Planning, Public Relations, Fashion, Customer Service, Public Speaking, Marketing, Merchandising, Management, Social Media, Sales, Marketing Strategy, Team Building, Leadership

Education
California Lutheran University   1983 — 1986
Bachelor's Degree, Communication and Media Studies

California Lutheran University   1983 — 1986
Bachelor's degree, Mass Communication/Media Studies

Experience
NYLIFE Securities LLC  September 2015 - Present
New York Life Insurance Company   2015 - Present
The TAX Zone   2014 - 2015
Heritage Home Group, LLC  2013 - 2014
DAVITO'S Italian Restaurant   2010 - 2013
Quiznos  2006 - 2010
JJ Browne/Just Bottoms & Tops   1991 - 2006
Digital Music Arts   1987 - 1991

Skills
Customer Service, Sales, Team Building, Management, Inventory Management, Time Management, Merchandising, Microsoft Office, Microsoft Word, Food & Beverage, Microsoft Excel, Teamwork, Restaurants, Driving Results, P&L Management, Public Speaking, Restaurant Management, Food, Food Service, Financial Services, Life Insurance, Securities, Retirement Planning, College Funding..., Annuity Sales

Education
New York University   1982 — 1985
Bachelor's Degree, Computer Science

California Institute of the Arts
Music

Experience
The Promo Boutique   May 2015 - Present
Alliance for African Assistance  April 2015 - Present
New York Life Insurance Company   September 2014 - January 2015
Novo Nordisk  June 2014 - September 2014
XLA  March 2013 - June 2014
Hanley Wood  June 2008 - October 2012
Spectrum  January 2008 - May 2008
North Carolina General Assembly  May 2007 - December 2007
NC State University  September 2004 - December 2007
North Carolina State University  November 2006 - May 2007

Skills
Public Relations, Marketing, Trade Shows, Email Marketing, Social Media, Event Planning, Marketing Strategy, Direct Mail, Social Media Marketing, Event Management, Marketing Communications, Social Networking, Customer Service, Direct Marketing, Blogging, Press Releases, Online Advertising, Facebook, Advertising, Magazines, Editing, Integrated Marketing, Sales, Adobe Acrobat, Account Management, Contract Management, Contract Negotiation, Ariba, Procurement, Government Procurement, IT Service Management, Gap Analysis, Budget Management, Operating Budgets, CSS, HTML, WordPress, Adobe Creative Suite, Web Design, Internal & External..., Media Relations, Promotional Marketing, Consulting, Legislative Research, Grant Writing, Research Funding, Donor Perfect, SEO Copywriting

Education
California State University San Marcos   2015 — 2016
Certificate, Grant Writing and Funding Research

North Carolina State University   2004 — 2009
Bachelor of Arts (B.A.), Communication, Media, Cum Laude

Experience
South Shore Ballet Theatre   February 2015 - Present
Jeannette Neill Dance Studio  October 2014 - Present
Secret Physique   November 2009 - Present
New York Life Insurance Company   October 2008 - January 2012

Skills
Event Planning, Fundraising, Leadership, Management, Project Management, Events Coordination, Dance, Classical Ballet, Fitness Instruction, Singing, Theatrical Production, Customer Service, Hospitality

Education
California State University-Chico   1998 — 2002
Bachelor's Degree, Communication, General

Experience
New York Life Insurance Company   June 2014 - Present
Marcus & Millichap  October 2012 - October 2013
Cal Fresh   June 2011 - September 2011
Hocean Inc.   January 2006 - January 2009

Skills
Financial Analysis, 401k Rollovers, Personal Finance, Life Insurance, Asset Management, Estate Planning, Education Funding..., Business Networking, Retirement Planning, Customer Service, Marketing, Event Planning, QuickBooks, Social Media, Budgets, Building Relationships, Building Exit Strategy, Business Insurance..., Business Succession..., Charitable Giving, Insurance, Networking, Wealth Preservation..., Wealth Transfer..., Microsoft Word

Education
California State Polytechnic University-Pomona   2010 — 2012
Bachelor of Science (BS), Finance and Real Estate

Mark Keppel High School   2003 — 2007

Experience
Bank of the Sierra  May 2015 - Present
Bank of the Sierra  September 2014 - May 2015
Bank of the Sierra  June 2014 - September 2014
Elephant Bar Restaurant  January 2010 - June 2014
Elephant Bar Restaurant  May 2013 - May 2014
Sperry Van Ness  August 2013 - December 2013
New York Life Insurance Company   May 2012 - August 2012

Skills
Restaurants, Restaurant Management, Food & Beverage, Food Service, Hospitality, Menu Development, Bartending, Customer Service, Time Management, Inventory Management, Marketing, Social Media Marketing, Customer Satisfaction, Facebook, Food, Management, Microsoft Office

Education
California State University-Fresno   2009 — 2014
BS, Finance, General

Experience
Wawona Frozen Foods  July 2014 - Present
Ribera Estate Coordination and Consulting   January 1991 - Present
Life - Father of 5   July 1970 - Present
Automated Office Systems - Fresno   February 2012 - 2013
Estate Planning & Elder Law Offices of Philip M. Flanigan   September 2008 - July 2010
Wells Fargo Bank  2005 - 2007
Citibank  May 2004 - April 2005
New York Life Insurance Company   December 1995 - February 2004

Skills
Small Business, Marketing, Estate Planning, Insurance, Management, Project Planning, Investments, Social Networking, Public Speaking, Leadership, Copywriting, Sales, Event Planning, Negotiation, Strategic Planning, Life Insurance, Fundraising, Finance, Email Marketing, Recruiting, Real Estate, Advertising, Wealth, Banking, Wealth Management, Estate Coordination, Newsletters, Business Planning, Entrepreneurship, Personal Finance, Financial Services, Estate Planning..., Strategic Financial..., Retirement Planning, Securities, Mutual Funds, Long-term Care, Fixed Annuities

Education
California State University, Fresno
B.A., Communication

The American College   1996 — 2014
PhDBS, CLU, ChFC, CFP, MFP

La Salle (Florida)   1990 — 1992
Freelance Paralegal, Paralegal Studies

Bullard High   1986 — 1989
Diploma, Life/Baseball/Drama

Experience
JGV   June 2013 - December 2013
Community Health Advocate   June 2011 - December 2012
JGV Real Estate Management Corporation   June 2011 - May 2012
New York Life Insurance Company   2006 - 2010

Skills
Healthcare, Instructional Design, Program Management, Health Insurance, Strategic Planning, Change Management, Project Management, Process Improvement, HIPAA, Leadership Development, Leadership, Healthcare Management, Teaching, Public Speaking, Medicare, Hospitals, Training, Long-term Care, Nonprofits, Healthcare Information..., Managed Care, Insurance, Team Building, Coaching, Data Analysis, EHR, Medical Billing, Policy

Education
California State University-Fresno
BS, Health Science

Columbia University in the City of New York
Graduate Certificate, Health Information Technology

Loma Linda University
Master of Public Health, Health Administration

Experience
New York Life Insurance Company   May 2013 - Present
Farmers Insurance  January 2011 - May 2013
AAA NCNU  July 2003 - December 2010

Skills
Casualty, Term Life Insurance, Sales, Employee Benefits, Fixed Annuities, Insurance, Property & Casualty..., Underwriting

Education
California State University San Marcos

Experience
DZ Solutions  October 2014 - Present
Ulbrich Stainless Steels & Special Metals  January 2012 - September 2014
New York Life Insurance Company   May 2011 - September 2011

Skills
Sales, Team Leadership, Marketing, Social Media Marketing, Negotiation Skills, Leadership, Microsoft Office, Time Management, Negotiation, Entrepreneurship, CRM, Microsoft Excel, Market Research, Networking, Marketing Strategy, Marketing Communications, Customer Service, Strategic Planning, Business Development, Advertising, Public Relations, Public Speaking, New Business Development, Business Planning, Account Management, Inventory Management, Business Strategy, Contract Negotiation, Strategy, Team Building, Sales Management, Sales Operations, Outside Sales, Data Storage..., Wireless Networking, VMware, Management Consulting, Consultative Selling, SaaS, Data Warehousing, Hadoop, Data Analytics, SAN, NAS, Enterprise Storage, Data Management, Data Migration, End to End Solutions, Enterprise Technology..., Computer Hardware

Education
California State University-Fresno   2007 — 2011
Bachelor of Business Administration, Marketing

Experience
The Goodyear Tire & Rubber Company  January 2012 - Present
Wells Fargo Financial  June 2007 - December 2007
New York Life Insurance Company   January 2007 - June 2007
Costco Wholesale  June 2000 - January 2006

Education
California State Polytechnic University-Pomona   2000 — 2007
Bachelor of Science (B.S.), Management & Human Resources/ CIS (Minor), 3.8

Experience
Intellectual Ventures  March 2015 - Present
New York Life Insurance Company   July 2014 - March 2015
IBM  August 2011 - July 2014
IBM  June 2008 - August 2011
IBM  July 2002 - June 2008
FutureWorks  September 1999 - July 2002
Brodeur Porter Novelli   January 1999 - September 1999
Technology Solutions, Inc.   September 1996 - December 1998

Skills
Start-ups, Social Media, Marketing Communications, Software Development, Corporate Communications, Strategy, Messaging, Project Management, Internal Communications, Strategic Partnerships, Analytics, Program Management, Cloud Computing, Thought Leadership, Product Management, Strategic Communications, Business Strategy, IT Strategy

Education
California Polytechnic State University-San Luis Obispo   1989 — 1995

Experience
Young Nak Presbyterian Church of Los Angeles   May 2013 - Present
New York Life Insurance Company   October 2011 - April 2013

Skills
Loans, Analysis, Marketing, Banking, Sales Management, Management, Public Speaking, Human Resources, Sales, Recruiting, Credit

Education
UCLA Anderson School of Management   2002 — 2003
MBA

California State Polytechnic University-Pomona   1993 — 1997
Bachelor’s Degree, Business Administration

Experience
New York Life Insurance Company   April 2013 - Present
Bank of America  March 2011 - June 2012
Merrill Lynch  May 2009 - March 2011
UBS Financial Services  December 2005 - April 2009
Kayser-Roth Corporation  February 1994 - June 2005
The Mennen Company  September 1981 - December 1992

Skills
Series 7, Series 66, Life & Health Insurance..., Sales Management, Uniform Combined State..., Financial Analysis, Securities, Finance, Banking, Investments, CRM, Credit, Management, Small Business, Budgets, Series 63, Human Resources, Loans, Strategic Planning, Analysis, Life & Health Insurance..., Sales, Training, Account Management, Investment Strategies, Retail, Leadership, Financial Advisory, Start-ups, New Business Development, Business Development, Entrepreneurship, Marketing, Salesforce.com, Customer Retention, Accounting, Business Planning, Risk Management, Client Services, Building Relationships, Mutual Funds, Coaching, Business Strategy, Consulting, Portfolio Management, Team Building, Financial Services, Retirement Planning, Strategic Financial...

Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Management, Marketing

Experience
Robert Half Management Resources  September 2013 - Present
New York Life Insurance Company   June 2011 - November 2013
FDIC  December 2009 - June 2011
GMAC RFC  March 1991 - November 2007

Education
California State University-Chico
Master of Business Administration (M.B.A.), Finance, General

University of California, Berkeley
Bachelor's Degree, Business Administration and Management, General

Experience
Ricoh Business Solutions  September 2007 - Present
Lantek Corp   July 2008 - August 2009
New York Life Insurance Company   November 2006 - February 2008

Skills
Management, Call Center, Sales Presentations

Education
Sussex County Vocational Technical School
Specialized, Cosmetology

Caldwell College
Bachelor of Science (BS), Business Adm/ Marketing

Caldwell University
B .S; Degree, Business Administration; Marketing; Progress

Experience
freelance  January 1985 - Present
editlounge/midi ranch   January 1989 - Present
Prudential Financial  September 2009 - Present
editlounge/midi ranch   January 1989 - Present
New York Life Insurance Company   July 2000 - May 2010
Merrill Lynch  January 1999 - September 2001
Citi  March 1997 - July 1999

Skills
Motion Graphics, Sound Design, Picture Editor, Sound Editor, Film Editing, Video Editing, Videographer, Photographer, Music Creation, Music Composer, Music, Music Editor, Graphic Design, Multimedia Artist, Film Sound, Film Editor, Audio Post Production, Post Production, Final Cut Pro, Producing, Avid

Education
Stevens Institute of Technology   1976 — 1977
no degree, Electrical and Electronics Engineering, B+

County College of Morris   1973 — 1976
Associate of Science (A.S.), Electrical and Electronics Engineering, B+

California Institute of the Arts   1972 — 1973
no degree, Music Composition/Film

Experience
AAA Life Insurance Company  February 2011 - Present
New York Life Insurance Company   June 1997 - August 2010
Thomas Brothers Restaurant Corporation   January 1987 - May 1997

Skills
Fixed Annuities, Life Insurance, Retirement, Mutual Funds, Strategic Financial..., IRAs, Series 6, Series 63, Estate Planning, Investments, Term Life Insurance, Long Term Care Insurance, 401k, Securities, Wealth Management, Retirement Planning

Education
California Baptist University   2008 — 2010
Bachelor of Arts (BA), Interdisciplinary Studies/Public Administration

Experience
NYLIFE Securities  2012 - Present
New York Life Insurance Company   2012 - Present

Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Finance, Long-term Care, Estate Planning, 401k Rollovers, Investments, Small Business, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Asset Protection, Succession Planning, Life Insurance

Education
California State Polytechnic University-Pomona   1997 — 2001
Bachelor of Science (B.S.), Computer Information Systems

Experience
Milliman  November 2014 - Present
New York Life Insurance Company   March 1997 - October 2014

Skills
Insurance, Actuarial Science, Fixed Annuities, Financial Analysis, Reinsurance, Economic Capital, Financial Modeling, Life Insurance, Investments, Risk Management, Strategic Financial..., Retirement Planning, Retirement, Enterprise Risk..., Financial Reporting

Education
California Lutheran University
Bachelor's of Science, Math/Computer Science

Experience
New American Funding  June 2014 - April 2015
Emery Federal Credit Union  September 2012 - May 2014
RemX Specialty Staffing  March 2010 - June 2012
New York Life Insurance Company   April 2008 - February 2010
Paradigm Mortgage Group   May 2007 - August 2007
First Magnus Financial - Charter Funding   May 2002 - February 2006
Integrity Home Loan Corporation   December 2001 - April 2002
Wells Fargo Home Mortgage  January 2001 - December 2001
FIRSTPLUS Bank   May 1998 - October 2000
Resource Financial Services, Inc  January 1998 - May 1998

Skills
Mortgage Lending, Loans, Underwriting, Loan Origination, FHA, Finance, Insurance, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Funding

Education
California Culinary Academy   2010 — 2011
AOS, French Culinary

Experience
ASI Payroll   January 2011 - June 2011
New York Life Insurance Company   January 2010 - January 2011
JP Marketing  October 2006 - January 2010

Education
California State University, Fresno   2003 — 2005
Bachelor of Arts, Mass Communication and Journalism, Public Relations Emphasis

Fresno City College   2000 — 2002
AA, General Education

Experience
Trinity Biotech  June 2008 - Present
True Touch Nails and Spa   July 2006 - January 2008
New York Life Insurance Company   January 2006 - January 2007

Education
Cal State San Marcos   2006 — 2008
Bachelor, Biology

Experience
New York Life Insurance Company   September 2013 - Present
New York Life Insurance Company   2007 - September 2013
NovaStar Mortgage  2004 - 2007
Penny Saver  1998 - 2003

Skills
College Recruiting, Financial Recruiting, Training, Leadership, Insurance, Investments, Finance, Business Planning, Marketing, Retirement Planning

Education
California Baptist University   1991 — 1993
Bachelor of Business Administration (B.B.A.), Management

Bayside High School   1981 — 1984