New York Life Insurance Company

Description

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

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

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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

New York Life Insurance Company Employees

Employee
Years
Job
Industry
Patrick O'Rourke Patrick O'Rourke Greater Los Angeles Area Details
Patrick O'Rourke's New York Life Insurance Company Experience September 2013 - December 2013
Job Agent, Michael C. Delaney Insurance Agency. Member, NAIFA
Industry Insurance
Experience
BNI  February 2015 - Present
Michael C. Delaney Insurance Agency   September 2014 - Present
Farmers Insurance  March 2014 - August 2014
New York Life Insurance Company   September 2013 - December 2013
Macy's  April 2010 - June 2012
Macy's  December 2008 - January 2009
City of Redondo Beach  August 2007 - February 2008
Albertsons  August 2005 - November 2006

Skills
Insurance, Property & Casualty..., Life Insurance, Customer Service, Research, PowerPoint, Microsoft Word, Critical Thinking, Marketing, Written & Verbal..., Sales, Writing, Problem Solving, Microsoft Excel

Education
California State University-Long Beach   2011 — 2013
Bachelor's Degree, American/United States Studies/Civilization

El Camino College   2007 — 2010
Associate of Arts (A.A.), General Studies

South Torrance High School   2003 — 2007
High School Diploma, N/A

Leo A. Sia Leo A. Sia San Jose, California Details
Leo A. Sia's New York Life Insurance Company Experience April 2014 - March 2015
Job Insurance Agent at American Income Life Insurance Company
Industry Automotive
Experience
American Income Life Insurance Company  March 2015 - June 2015
New York Life Insurance Company   April 2014 - March 2015
Sevenflags Inc.   May 2011 - June 2014
World Financial Group (WFG)   April 2011 - June 2014
Consolidated Towing Inc. dba Delta Towing Inc.   November 1997 - April 2011
License Information Service   January 1993 - December 1997

Skills
Marketing Strategy, Sales, Market Research, Business Planning, Product Marketing, Team Building, Finance, Leadership, Customer Satisfaction

Education
University of Phoenix   2004 — 2005
Business Administration and Management

California State University-Hayward
Bachelor's degree, Business Administration and Management

Chabot College
Associate's degree, Business/Commerce

Adolfo Ricado Adolfo Ricado Greater Los Angeles Area Details
Adolfo Ricado's New York Life Insurance Company Experience May 2014 - Present
Job Devoted Agent with New York Life helping protect families, individuals, & small business owners in Los Angeles County.
Industry Insurance
Experience
New York Life Insurance Company   May 2014 - Present
Smart & Final  July 2011 - December 2014
Associated Business Students Organization Council  May 2012 - April 2013
Regional Hispanic Leadership Council   June 2011 - June 2012
Hispanic Students Business Association   May 2011 - May 2012
Regional Hispanic Chamber of Commerce  January 2011 - June 2011

Education
California State University-Long Beach   2009 — 2014
Bachelor of Science (BS) in Human Development, Counseling Psychology

Julia Florez Julia Florez Orange County, California Area Details
Julia Florez's New York Life Insurance Company Experience January 2012 - July 2012
Job Owner, Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
J FLO Fitness   January 2013 - Present
Bank of America  August 2012 - December 2012
New York Life Insurance Company   January 2012 - July 2012
Farmers Insurance  December 2010 - December 2011
Lance, Soll & Lunghard, LLP   September 2010 - December 2010
City of Fullerton, Redevelopment and Economic Development   March 2009 - September 2010
Wachovia, A Wells Fargo Company  July 2008 - March 2009

Skills
Public Speaking, PowerPoint, Fitness Training, Personal Training, Healthy Lifestyles, Healthy Eating, Exercise Physiology, Exercise Design, Bioenergetics, Biomechanics, Strength Training, Strength & Conditioning, Flexibility Training, Business Acumen, Finance, Business-minded, Women Owned Business, Retirement Planning, Insurance, Training

Education
California State University-Fullerton - College of Business and Economics   2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance & Investments

Randy Watson Randy Watson San Ramon, California Details
Randy Watson's New York Life Insurance Company Experience 2000 - December 2006
Job President at Shield Financial and Insurance Service, Inc.
Industry Financial Services
Experience
Shield Financial and Insurance Service, Inc.   December 2006 - Present
New York Life Insurance Company   2000 - December 2006
SBC  1988 - 2000

Skills
Personal Financial..., Wealth Preservation..., Life Insurance, Long-term Care, Estate Planning, Indexed Annuities, Equity Indexed Annuities, Fixed Annuities, Financial Services, Series 63

Education
University of California, Riverside   1985 — 1987
Bachelor of Science (BS), Business Administration and Management, General

San Diego State University-California State University   1984 — 1985

California State University-Long Beach   1983 — 1984

Bret Swanson Bret Swanson Fremont, California Details
Bret Swanson's New York Life Insurance Company Experience April 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2014 - Present
New York Life Insurance Company   April 2014 - Present
IKEA  May 2007 - October 2009
The Home Depot  August 1997 - July 2005

Education
California State University-East Bay

Solomon S. Moore, MBA Solomon S. Moore, MBA Los Angeles, California Details
Solomon S. Moore, MBA's New York Life Insurance Company Experience May 2011 - Present
Job LongTerm Care Insurance, Medicare Health Plans and Lifetime Income
Industry Insurance
Experience
New York Life Insurance Company   May 2011 - Present
UnitedHealth Group  May 2009 - May 2011
USS Marketing   January 2007 - May 2009
Alloy Media + Marketing  May 2004 - January 2007
Kelly Services  August 2003 - May 2004

Skills
Long Term Care Insurance, Employee Benefits, Term Life Insurance, Whole Life, Guaranteed Lifetime..., Buy-Sell

Education
Woodbury University   2007 — 2009
Master's Degree, Business, Management, Marketing, and Related Support Services

California State University-Long Beach   1999 — 2003
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Maggie Salazar Maggie Salazar San Dimas, California Details
Maggie Salazar's New York Life Insurance Company Experience July 2014 - Present
Job Dedicated Financial Services Professional with Nylife Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  July 2014 - Present
New York Life Insurance Company   July 2014 - Present
JPMorgan Chase  September 1999 - July 2013

Skills
Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Account Management, Buy-sell Agreements, Investments, IRA Rollovers, Personal Finance, Retirement, IRAs, Financial Services, Financial Analysis

Education
California State University-Fullerton
Bachelor's degree, Finance

La Puente High School

Huyen-Trinh(Trinity) Nguyen Huyen-Trinh(Trinity) Nguyen Oakland, California Details
Huyen-Trinh(Trinity) Nguyen's New York Life Insurance Company Experience December 2011 - December 2013
Job Accountant
Industry Accounting
Experience
BeAMentor   August 2015 - Present
ZWC   February 2015 - August 2015
California Freight   April 2013 - January 2015
New York Life Insurance Company   December 2011 - December 2013
Just Dance Ballroom   December 2010 - December 2011
California State University, Hayward  September 2007 - June 2009

Skills
Long Term Care, Annuities, Retirement Planning, IRA's, Term Life Insurance, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Time Management, Leadership, Teamwork, Sales, Finance, Outlook

Education
Cal State Hayward   2006 — 2010
BS, Accounting

Anthony Adelizi Anthony Adelizi Dallas, Texas Details
Anthony Adelizi's New York Life Insurance Company Experience July 2009 - May 2010
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Wells Fargo Advisors  October 2012 - December 2014
Cbeyond  October 2010 - February 2012
Nordstrom  October 2005 - October 2010
New York Life Insurance Company   July 2009 - May 2010

Skills
Retirement Planning, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Tax-Efficient Strategies, Stock Analysis, Fixed-income Strategies, Business-owner Planning, Retirement Plan..., Life Insurance

Education
Cal State Fullerton   2007 — 2009
Bachelor of Arts (B.A.), Financial Planning and Services

Fullerton College   2005 — 2007
General Education

El Dorado High School   2001 — 2005

Arash Attarian, MBA Arash Attarian, MBA Orange County, California Area Details
Arash Attarian, MBA's New York Life Insurance Company Experience June 2009 - August 2010
Job Director of Operations, Level 2 Designs
Industry Financial Services
Experience
Level 2 Designs   January 2005 - Present
S3 Events   October 2012 - Present
Greenwood & Hall  October 2010 - October 2012
New York Life Insurance Company   June 2009 - August 2010
Fairmont Private Schools  August 2003 - January 2005
Hillsborough Private Schools   September 2000 - September 2003

Skills
Customer Service, Budgeting, Insurance, Event Planning, Microsoft Office, Team Building, Microsoft Excel, Public Speaking, Management, Sales, Leadership, Higher Education, Student Affairs, Leadership Development, Strategy, Program Management, Policy, Coaching, Marketing, Training, Recruiting, Strategic Planning, Business Strategy, Data Analysis, Staff Development, Marketing Strategy, Market Research, Entrepreneurship, Business Development, Fundraising, Event Management, Social Media Marketing, Account Management, Social Networking, Public Relations, Project Management, Management Consulting, CRM, New Business Development, Marketing Communications, Competitive Analysis, Contract Negotiation, Consulting, Google Adwords, Google Analytics, Budgets

Education
University of the Southwest   2012 — 2013
Master's degree, Business Administration, 4.0

California State University-Fullerton, Mihaylo College of Business and Economics   2007 — 2008
Bachelor of Arts, Business Administration

Canyon High School   1997 — 2000

Paul San Felipe Paul San Felipe Los Angeles, California Details
Paul San Felipe's New York Life Insurance Company Experience September 2010 - October 2012
Job Recreation/Business Professional
Industry Recreational Facilities and Services
Experience
San Francisco Giants Baseball Camp   May 2014 - August 2014
Corinthian Colleges, Inc.   August 2013 - February 2014
Macy's Tourism Marketing and Development   March 2013 - August 2013
New York Life Insurance Company   September 2010 - October 2012
City of Los Angeles Department of Recreation and Parks  July 2002 - September 2010

Education
California State University-Long Beach   2004 — 2008
Bachelor's Degree, Parks, Recreation and Leisure Studies

Susan Millar Susan Millar Springfield, Missouri Area Details
Susan Millar's New York Life Insurance Company Experience August 2014 - August 2015
Job Millar Risk Consulting
Industry Insurance
Experience
New York Life Insurance Company   August 2014 - August 2015
Millar Risk Consulting   March 2014 - August 2014
Redneck Trailer Supplies  April 2006 - November 2013
Millar Risk Consulting   July 2005 - March 2006
Aramark Uniform Services  December 2003 - June 2005
Stuart Baron & Associates   November 2001 - November 2003
International Aluminum Corp.  September 1996 - October 2001
US Foods  August 1988 - August 1996
US Navy  July 1970 - January 1974

Skills
Asset Protection, Supplements to Employee..., Leadership, Negotiation, Sales, Strategic Planning, Employee Benefits, Management

Education
Villanova University   2005 — 2006
Certificate-Six Sigma Green Belt, Quality Management, 3.9

California State University-Long Beach   1977 — 1980
Bachelor's Degree, Business Administration and Management, General, 3.5

John L. Gibson John L. Gibson Orange County, California Area Details
John L. Gibson's New York Life Insurance Company Experience June 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NAIFA-California  June 2015 - Present
NYLIFE Securities LLC  February 2014 - Present
New York Life Insurance Company   June 2013 - Present

Education
California State University-Dominguez Hills   1994 — 1997
Bachelor of Science (BS), International Business Administration

Pacifica High School

Nadya Mitha Nadya Mitha Greater Atlanta Area Details
Nadya Mitha's New York Life Insurance Company Experience March 2007 - June 2010
Job Financial Services Professional at Piedmont Financial Group
Industry Insurance
Experience
The Piedmont Group of Atlanta, LLC  July 2010 - Present
New York Life Insurance Company   March 2007 - June 2010

Education
California State University-Hayward - School of Business and Economics
B.S., Marketing and New Business

Kyle Milot Kyle Milot Long Beach, California Details
Kyle Milot's New York Life Insurance Company Experience December 2010 - September 2013
Job !
Industry Financial Services
Experience
Fortis Financial   October 2013 - November 2014
New York Life Insurance Company   December 2010 - September 2013

Skills
Personal Financial..., Retirement, Financial Services, Securities, Insurance, Finance, Analysis, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Strategic Financial..., IRAs

Education
California State University-Fullerton   2009 — 2011
Bachelor's of Arts, Business Administration, Financial Planning and Investments

Mayfair High

Jose Preciado Jose Preciado Los Angeles, California Details
Jose Preciado's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Construction
Experience
New York Life Insurance Company   May 2013 - Present
JMS Management   June 2010 - May 2013
Swissport  June 2008 - September 2008
Sears, Roebuck and Co.   November 2007 - January 2008

Skills
Bilingual, Sales, Sales Management, Management, Leadership Development, Writing, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Customer Satisfaction, Customer Experience, Team Building, Teamwork

Education
California State University-Los Angeles   2005 — 2011
Bachelor of Science (B.S.), Business Administration/Finance

Jeffrey Czerwinski, CFP, CLU, LUTCF Jeffrey Czerwinski, CFP, CLU, LUTCF Greater Los Angeles Area Details
Jeffrey Czerwinski, CFP, CLU, LUTCF's New York Life Insurance Company Experience December 1997 - Present
Job Principal, Axiom Financial and Insurance Solutions
Industry Financial Services
Experience
Axiom Financial and Insurance Solutions   December 1997 - Present
NYLIFE Securities  December 1997 - Present
New York Life Insurance Company   December 1997 - Present

Skills
CLU, LUTCF, Investments, Insurance, Estate Planning, Retirement Planning, 401k Rollovers, Succession Planning, Wealth Preservation..., Legacies, Small Business, Key Person Protection

Education
The American College   2005 — 2010
CLU, Insurance

The American College   1999 — 2001
LUTCF, Insurance

California State University-Fullerton   1985 — 1989
Finance

Bellarmine

Kelly Krezek Kelly Krezek Roseville, California Details
Kelly Krezek's New York Life Insurance Company Experience July 2012 - July 2013
Job Real Estate Investor
Industry Real Estate
Experience
REal World Property Solutions   September 2014 - Present
Placer West Insurance Services   July 2013 - Present
New York Life Insurance Company   July 2012 - July 2013

Skills
Retirement Planning, Fixed Annuities, Life Insurance, Term Life Insurance, Saving for Education, Strategic Financial..., Savings, Whole Life, Property & Casualty..., Commercial Insurance, Health Insurance, Debt Management, Universal Life, Wealth Accumulation, Long-term Care, Financial Planners, Investments, IRAs, Finance, Income Protection, Mutual Funds, 401k Rollovers, Insurance, Personal Financial..., Financial Advisory, Long Term Care Insurance, Disability Insurance, Retirement, Roth IRA, Financial Planning, Buyer's Agent, Creative Real Estate..., Wholesale Real Estate

Education
California State University-Long Beach   2008 — 2012
Bachelor of Business Administration (BBA), Finance - Investments

Roseville High School   2004 — 2008

Rachel Tichauer Rachel Tichauer Orange County, California Area Details
Rachel Tichauer's New York Life Insurance Company Experience December 2013 - Present
Job Agent
Industry Financial Services
Experience
New York Life Insurance Company   December 2013 - Present
365scores   March 2013 - July 2013
Nordstrom  April 2010 - October 2010

Skills
Leadership, Social Media Marketing, Marketing, Sales, Public Speaking, Annuity Sales, Asset Protection, Building Effective..., Business Development, Business Insurance..., Business Networking, Charitable Giving, Communication, Customer Relations, Education Funding..., Estate Planning, Event Coordination, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed Life Insurance..., LGBT Planning, Life Insurance, Life Insurance..., Lifetime Income..., Networking, Protection..., Retirement Planning, Strategic Planning, Supplements to Employee..., Team Building, Term Life Insurance, Wealth Preservation..., Whole Life Insurance

Education
California State University-Fullerton   2010 — 2012
Bachelor of Business Administration (BBA), Marketing

Orange Coast College   2009 — 2010

Jennifer Jenny Hess Jennifer Jenny Hess Los Angeles, California Details
Jennifer Jenny Hess's New York Life Insurance Company Experience July 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2014 - Present
JMPH Consulting   January 2010 - December 2014
Kaiser Permanente  February 2014 - November 2014
Aflac  January 2012 - November 2014
Golden Valley Charter School (S.E.A.T.S.)   September 2011 - September 2012
CSULA  September 1997 - June 2011
San Marino Unified School District  September 2003 - June 2004
United States Army Reserve  March 1994 - March 2002
South Pasadena Unified School District  September 1996 - June 1997
Pasadena Unified School District  September 1996 - June 1997

Skills
Training, Leadership, Teaching, Public Speaking, Leadership Development, Program Management, Customer Service, Nonprofits, Strategic Planning, Community Outreach, Life Insurance, Program Development, Marketing, Coaching, Editing, Sales, Small Business

Education
California State University-Los Angeles   1997 — 2003
Master's degree, Educational/Instructional Technology

San Francisco State University   1995 — 1996
Credential, Elementary Education

United States Army Reserves   1994 — 1994
n/a, Basic Training; Medical Specialist Training

University of California, Irvine   1988 — 1992
BA, Philosophy

University of California, Berkeley   1991 — 1991
Intensive Summer Language Program, Germanic Languages, Literatures, and Linguistics

California State University-Dominguez Hills   1986 — 1988
n/a -- transferred, Psychology

Galt Joint Union High School   1982 — 1986
H.S. Diploma., College Prep.

Jim Baughman Jim Baughman Orange County, California Area Details
Jim Baughman's New York Life Insurance Company Experience June 2014 - December 2014
Job Outside Sales Representative at Waste Management
Industry Environmental Services
Experience
Waste Management  April 2015 - Present
New York Life Insurance Company   June 2014 - December 2014
Hylte/Halmstad Volleyball Club   September 2012 - April 2014

Skills
Insurance, Leadership, Retirement Planning, Sales, Life Insurance, Communication, Public Speaking, Coaching, Risk Management, Licensed in Long Term..., Estate Planning, Lifetime Income..., Annuity Sales, Whole Life, Business Insurance..., Education Funding..., IRA Rollovers, Grandchild Gifting

Education
California State University-Long Beach   2008 — 2013
Bachelor's degree, Communication, General

Garrett Nowak Garrett Nowak Pleasanton, California Details
Garrett Nowak's New York Life Insurance Company Experience 2004 - 2005
Job Construction Professional
Industry Construction
Experience
Design Electric Company  2011 - 2012
Design Electric Company  2009 - 2011
IBEW Local 595  2005 - 2010
New York Life Insurance Company   2004 - 2005

Education
California State University-East Bay   2013 — 2014
Political Science

Westmont College   1999 — 2001

Amy Soukhaseum Amy Soukhaseum Orange County, California Area Details
Amy Soukhaseum's New York Life Insurance Company Experience June 2010 - September 2010
Job Financial Analyst at UC Irvine
Industry Accounting
Experience
UC Irvine  May 2015 - Present
Nawgan Products, LLC  April 2013 - May 2015
Ryder Transportation  March 2013 - April 2013
Ryder Transportation  October 2012 - March 2013
New York Life Insurance Company   June 2010 - September 2010
Bolsa Grande High School   September 2006 - June 2010

Skills
Analytical Skills, Finance, Administrative..., QuickBooks, Accounts Payable, Accounts Receivable, Financial Analysis, Invoicing, Account Reconciliation, Forecasting, Cash Flow, Variance Analysis, Analysis

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2006 — 2010
Bachelor of Arts (B.A.), Finance, General

Rupali Desai Rupali Desai San Francisco Bay Area Details
Rupali Desai's New York Life Insurance Company Experience January 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2014 - Present
Mission San Jose High school football team   2013 - 2013
McGhan Medical Corp.   1998 - 1999

Skills
Life Insurance, Annuity Sales, 401k Rollovers

Education
California State University-Hayward   1993 — 1996
Biological Science, Medical Lab Technology

Michael Cerroni Michael Cerroni Greater Los Angeles Area Details
Michael Cerroni's New York Life Insurance Company Experience November 2012 - November 2013
Job Specialist at Financial Concepts of America
Industry Financial Services
Experience
Financial Concepts  June 2013 - Present
New York Life Insurance Company   November 2012 - November 2013
Starkart Marketing   November 2010 - November 2012
Craftmatic   June 2002 - November 2010

Skills
Life Coaching, Client, Management, Leadership, New Business Development, Insurance, Account Management, Small Business, Negotiation, Business Strategy, Business Development, Strategy, Sales Process, Strategic Planning, Recruiting, Customer Retention, Salesforce.com, Strategic Partnerships, Online Marketing, Program Management, Selling, Investments, Direct Marketing, Marketing, Sales, Public Speaking, Sales Management, Training, Financial Services, Advertising, Business Planning, Lead Generation, Retirement Planning, Fixed Annuities, Cold Calling, Team Building, Marketing Strategy, Coaching, Life Insurance, CRM, B2B, Executive Management, Sales Presentations, Team Leadership, Social Networking, Social Media Marketing, Leadership Development, Email Marketing, Consulting, Finance

Education
California State University-Chico   1979 — 1982
B.S. Business Administration, Marketing

Certified Executive Corporate Trainer   2012 — 2013
Bachelor of Commerce (BCom), Business Administration and Management, General

Executive Career Hub   2012 — 2012
Executive Training, Coaching

Fowler Wainright Int.   2012 — 2012
Certified Coach, Life Coach

Cindy Vazquez Zavala Cindy Vazquez Zavala Greater Los Angeles Area Details
Cindy Vazquez Zavala's New York Life Insurance Company Experience October 2012 - October 2013
Job Trafaluc Product Leader at ZARA at Inditex
Industry Apparel & Fashion
Experience
Inditex  October 2014 - Present
Inditex  November 2013 - Present
SinTheShutterbug.com   February 2011 - Present
School of Style   October 2013 - January 2014
New York Life Insurance Company   October 2012 - October 2013
AT&T Mobility  May 2008 - October 2012
AT&T Mobility  July 2006 - May 2008
California State University, Dominguez Hills  June 2005 - June 2007

Skills
Direct Sales, Social Media, Customer Service, Sales, Account Management, Telecommunications, Insurance, Social Networking, Cold Calling, Wireless, Wireless Services, Wireless Solutions, Cellular, Customer Relations, Employee Training, Cellular Communications, Process Improvement, Hands-on Problem Solver, Customer Retention, Report Writing, Thought Leadership, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Property &..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Time Management, Protection..., Wealth Preservation..., Greeting, back stock, RFID, Visual Merchandising, Photoshop, Illustrator, Retail Replenishment, Cashiers

Education
California State University-Dominguez Hills   2004 — 2010
BS, Biology

Stan Pinck Stan Pinck San Diego, California Details
Stan Pinck's New York Life Insurance Company Experience 1976 - 1998
Job Business Consultant at Alternative Design Insurance Services (ADIS)
Industry Financial Services
Experience
Alternative Design Insurance Services (ADIS)   2010 - Present
Asset Marketing Systems  2006 - 2010
Advanced Planning Services  2008 - 2009
New York Life Insurance Company   1976 - 1998
New York Life Insurance Company   1969 - 1996

Skills
Strategic Financial..., Insurance, Fixed Annuities, Sales, Marketing, Business Analysis, Financial Services

Education
California State University-Long Beach   1960 — 1963
Business Education

Mt. San Antonio College   1958 — 1960
Associate's degree, Business Administration and Management, General

Robert Reinsberg Robert Reinsberg Tustin, California Details
Robert Reinsberg's New York Life Insurance Company Experience August 2013 - September 2014
Job Finished School, Back To Work!
Industry Higher Education
Experience
Pepperdine University  September 2014 - July 2015
New York Life Insurance Company   August 2013 - September 2014
Monarch Bay Associates   2012 - July 2013
Raymond James Financial Inc.  April 2007 - April 2012
KeyBanc Capital Markets  May 2003 - April 2007
B. Riley & Co.   June 2002 - March 2003
Deutsche Bank  May 1998 - June 2002
Amerindo Investment Advisors  October 1996 - March 1998
Pacific Stock Exchange, Options Floor   September 1990 - September 1996

Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options

Education
Pepperdine University Graduate School of Education and Psychology   2014 — 2015
Master's degree, Elementary Education and Teaching

California State University-Chico

California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations

Brook Hill Brook Hill San Francisco Bay Area Details
Brook Hill's New York Life Insurance Company Experience December 2011 - December 2012
Job ServiceMax AwardWinning Sales Strategist | Consultative Sales I Field Service Advocate
Industry Computer Software
Experience
ServiceMax  September 2014 - Present
ServiceMax  August 2013 - September 2014
Academy of Art University  October 2012 - August 2013
New York Life Insurance Company   December 2011 - December 2012
Maewon Elementary School   February 2011 - February 2012
LCI Academy  February 2010 - February 2011
Oakland Raiders  August 2007 - December 2007
KTVU  June 2007 - September 2007

Skills
Event Planning, Marketing, Social Media, Facebook, Customer Service, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Event Management, Sales, Microsoft Word, Research, Outlook, Salesforce.com, Field Service, Cold Calling, SaaS, Lead Generation

Education
California State University-Hayward   2007 — 2008
Organizational Communication, Marketing

Luke Kornbluh Luke Kornbluh Greater Philadelphia Area Details
Luke Kornbluh's New York Life Insurance Company Experience May 2010 - February 2013
Job Food & Beverage Sales, Transamerica Life Insurance, History Professor, and Owner LG Grill Catering
Industry Financial Services
Experience
Vineland Syrup Inc.   February 2013 - Present
New York Life Insurance Company   May 2010 - February 2013
Looking Glass Cafe   June 2002 - February 2010
Heavenly, CA/Killington, VT/Sierra-at-Tahoe, CA/Taos, NM   November 1991 - April 2002

Skills
Buy-sell Agreements, Financial Research, Fixed Annuities, Disability Insurance, Insurance, Securities, Estate Law, Long-term Care, Strategic Financial..., Sales, Budgets, Retirement Planning, Direct Sales, Marketing, Customer Service, Leadership, Investments, Small Business, Mutual Funds, Term Life Insurance, Coaching

Education
University of California, Berkeley   1999 — 1999
Certificate, Latin

Rutgers University-New Brunswick   1996 — 1999
MA, Western Civ & European History

California State University-Chico   1993 — 1996
BA, History Major, French Minor

Chinelle Ton Chinelle Ton Beverly Hills, California Details
Chinelle Ton's New York Life Insurance Company Experience April 1996 - June 2013
Job Sales Manager, CLU, LUTCF
Industry Financial Services
Experience
MassMutual Financial Group  July 2013 - Present
New York Life Insurance Company   April 1996 - June 2013

Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Life Insurance, Retirement, Long Term Care Insurance, IRAs, Wealth Accumulation, Disability Insurance, 401k, Financial Services, Term Life Insurance, Series 6, Investments, Long-term Care, Series 7, Strategic Financial..., Wealth Management, Series 63, Investment Strategies, Asset Allocation, Securities, Wealth, Pensions, 401k Rollovers, Series 24, Variable Annutiies

Education
California State University-Los Angeles
Bachelor's degree, Finance

Celina Sadeli Celina Sadeli Orange County, California Area Details
Celina Sadeli's New York Life Insurance Company Experience February 2015 - Present
Job Financial and Insurance Adminstration Manager
Industry Insurance
Experience
New York Life Insurance Company   February 2015 - Present
Farmers Insurance  June 2012 - March 2014
MetLife  May 2010 - October 2011
AXA Inc   July 2008 - April 2010
AXA  July 2008 - March 2010
Trilogy  December 2006 - June 2008
Bank of America  April 2005 - August 2006
La Moda   January 2002 - March 2005

Skills
Strategic Financial..., Insurance, Banking, Portfolio Management, Investments, Financial Analysis, Underwriting, Risk Management, Financial Services, Retirement Planning, Finance, Credit

Education
Management College of San Francisco   1994 — 1995
Diploma Certificate, Hotel/Motel Administration/Management

Cal State Fullerton   1986 — 1990
BA, Banking Finance, 3.2

California State University   1986 — 1990
B.A, Business Administration; Banking Finance

Sara Boccoleri Sara Boccoleri Roseville, California Details
Sara Boccoleri's New York Life Insurance Company Experience July 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2015 - Present
New York Life Insurance Company   May 2013 - Present
NYLIFE Securities LLC  May 2013 - June 2015
Rocklin Police Department   September 2010 - May 2013
Rocklin Police Department   April 2004 - September 2010
Concord Police Department  June 1999 - July 2003

Skills
Insurance, Retirement, Asset Protection, Estate Planning, Annuity Sales, Retirement planning, Wealth Preservation..., 401(k) Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Agent Coaching, Agent Development, Agent Retention, Career Development, Financial Recruiting, Hiring, Leading People, Networking

Education
Cal State Hayward   1997 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature

CSU Chico   1995 — 1997

Lucy Barrera Lucy Barrera Orange County, California Area Details
Lucy Barrera's New York Life Insurance Company Experience September 2012 - February 2015
Job Income Protection Specialist and Financial Advisor to Medical Profesionals and Business Owners.
Industry Investment Management
Experience
Principal Financial Group  August 2008 - Present
New York Life Insurance Company   September 2012 - February 2015
Guardian Life  January 1999 - March 2008

Skills
Series 63, Series 6, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Wealth Preservation..., Retirement Planning, Protection..., Key Person Protection, Health Insurance, Disability Insurance, Long Term Care Insurance, Employee Benefits, Income Protection, Business Overhead..., Qualified Retirement..., College Savings Plans, Customer Service, Financial Services, Healthcare, Insurance, Retirement, Securities, Finance

Education
California State University-Los Angeles   2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Sociology and Finance.

Arin Moradian Arin Moradian Greater Los Angeles Area Details
Arin Moradian's New York Life Insurance Company Experience April 2013 - Present
Job New York Life Financial Advisor
Industry Financial Services
Experience
New York Life Insurance Company   April 2013 - Present
City National Bank  October 2008 - November 2012

Skills
Retirement, Financial Services, Financial Advisory, Financial Analysis, Estate Planning, 401k, Investment Advisory, Life Insurance

Education
California State University-Los Angeles
Bachelor of Science (B.S.), Finance and Financial Management Services

Alexandra (Ali) Kolbeck Alexandra (Ali) Kolbeck Pasadena, California Details
Alexandra (Ali) Kolbeck's New York Life Insurance Company Experience August 2012 - August 2014
Job Executive Assistant
Industry Financial Services
Experience
Taylor Insurance and Financial Services   August 2014 - Present
New York Life Insurance Company   August 2012 - August 2014

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

Education
California State University-Los Angeles
Bachelor of Arts (B.A.), Communicative Disorders

Marymount Manhattan College

Argam Aghazarian Argam Aghazarian Greater Los Angeles Area Details
Argam Aghazarian's New York Life Insurance Company Experience October 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   October 2013 - Present

Skills
Life Insurance, Retirement Planning, 401k Rollovers, Mutual Funds, Annuity Sales, Investments, Risk Management, Employee Benefits, Asset Protection, Long Term Care Insurance, Personal Finance

Education
California State University-Los Angeles   2011 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations

Herbert Hoover High School

Kiel Lavington Kiel Lavington Orange County, California Area Details
Kiel Lavington's New York Life Insurance Company Experience April 2008 - December 2008
Job Agency Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  August 2015 - Present
Farmers Insurance  July 2014 - Present
Farmers Insurance  February 2012 - Present
Priority Business Services  November 2011 - February 2012
Taleo Mexican Grill   June 2006 - November 2011
New York Life Insurance Company   April 2008 - December 2008
Northwestern Mutual  July 2007 - April 2008
Irvine High School  February 2003 - June 2007
Fidelity National Title  January 2003 - June 2006

Skills
Bilingual-Spanish, Engine Building, Woodworking, Motivational..., Job Placement, Coaching, Interview Coaching, Leadership, Temporary Placement, Change Management, Business Analysis, Lead Generation, Insurance, Job Coaching, Sales&Marketing, Insurance Background, Mentoring, New Business Development, Team Building, Marketing, Salesforce.com, Training, Human Resources, Interviews, Recruiting, Employee Benefits, Property & Casualty..., Cold Calling, Health Insurance, Finance, Employee Training, Sales, Customer Retention, Customer Service, Customer Satisfaction, Account Management, Liability, Hiring, General Insurance, Management, Temporary Staffing, Time Management, Underwriting, Workers Compensation, Term Life Insurance, Commercial Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Small Business

Education
California State University-Fullerton - College of Business and Economics   2006 — 2009
Bachelors Degree in Marketing, Business Administration

Saddleback Community College   2002 — 2006
Associates Degree, Arts and Sciences

Irvine High School   1998 — 2002

Dean Diaz Dean Diaz Orange County, California Area Details
Dean Diaz's New York Life Insurance Company Experience January 2011 - July 2013
Job Financial Adviser with Axiom Financial and Insurance Solutions helping individuals and business owners
Industry Financial Services
Experience
Axiom Financial and Insurance Solutions   December 2013 - Present
Eagle Strategies, LLC  November 2013 - Present
New York Life  March 2009 - Present
New York Life Insurance Company   January 2011 - July 2013
CTX Mortgage  October 2002 - January 2009
Citibank  1998 - 2002

Skills
Retirement Planning, Life Insurance, Investments, Financial Services, Mutual Funds, Risk Management, Finance, Fixed Annuities, Sales, Insurance, Retirement, Wealth Management, IRAs, Leadership, Long Term Care Insurance, 401k, New Business Development, Strategic Financial..., Estate Planning, Disability Insurance, Term Life Insurance, Securities, Financial Advisory, Strategic Planning, Series 63, Series 6, Wealth, Series 7, 401k Rollovers, Portfolio Management, Investment Advisory, Asset Management, Business Planning, Employee Benefits, Roth IRA, Qualified Retirement..., Licensed Life Insurance..., Key Person Protection, Pensions, College Savings Plans, Brokers, Protection..., Defined Benefit, Life, Retirement Savings, Buy-sell Agreements, 529 Plans, Client Confidentiality..., Wealth Preservation..., Retirement Income...

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2001 — 2004
BS, Finance and Risk Management

Francis Alba Francis Alba Los Angeles, California Details
Francis Alba's New York Life Insurance Company Experience October 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2010 - Present
Sunny Days  March 2009 - Present
Chili's  October 2005 - July 2008
Disneyland- Plaza Inn   April 2004 - August 2004
Chicks Sporting Goods  June 2003 - March 2004

Education
California State University-Fullerton
B.A., Psychology

Jerry Newton, CLU, ChFC Jerry Newton, CLU, ChFC Greater Los Angeles Area Details
Jerry Newton, CLU, ChFC's New York Life Insurance Company Experience February 1975 - Present
Job Financial Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 1975 - Present
New York Life Insurance Company   January 1975 - Present

Skills
Retirement Planning, Lifetime Income..., financial solutions, Insurance, Financial Modeling, Business Planning, Fixed Annuities, Retirement, Estate Planning, Securities, IRAs, Pensions, 401k Rollovers, 401k plans, SEP's, TSA's, Tax Qualified Planning, Annuities, Life Insurance, Whole Life Insurance, Mutual Funds, Business Succesion..., Business Insurance..., Charitable Giving..., Estate Conservation, Pension Maximization, Long Term Care Insurance, Disability Insurance, Small business Planning, Charitable Giving, Project Planning, Investment Products, Executive Protection, Employee Benefits, Executive Benefits, Personal Finance, Personal Life Insurance, Living Trusts, Trust Services, Investments, 401k, Whole Life, Wealth Accumulation, FINRA

Education
The American College   1985 — 1986
Chartered Life Underwriter and Chartered Financial Consultant

California State University-Long Beach   1971 — 1974
BA, Economics and Geography

Avedis Shanlian Avedis Shanlian Pasadena, California Details
Avedis Shanlian's New York Life Insurance Company Experience November 2011 - September 2012
Job Entrepreneur
Industry Security and Investigations
Experience
Bank of America  February 2013 - Present
Green Dot Corporation  October 2012 - January 2013
New York Life Insurance Company   November 2011 - September 2012

Skills
Team Leadership, Microsoft Applications, Armenian, English, Loss Prevention, Risk Management, Non-profits, Inventory Management, Government Documents, Government Agencies, Mortgage Lending, Microsoft Office, Microsoft Excel, Financial Analysis, Retirement, Team Building, Nonprofits

Education
California State University-Los Angeles   2008 — 2010
Bachelor's degree, Criminal Justice

Pasadena City College   2006 — 2008
Associates Degree, General Education

Jennifer Barnes Jennifer Barnes Mission Viejo, California Details
Jennifer Barnes's New York Life Insurance Company Experience July 1995 - July 2000
Job Assistant Vice President; Sr Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America  February 2011 - Present
McGladrey  September 2004 - September 2008
New York Life Insurance Company   July 1995 - July 2000

Skills
Financial Accounting, Regulatory Compliance, SOX 404, SAS70, AT 801 Audit, SSAE 16, tax computation, OCC consent order, Financial Reporting, Accounting, Banking, Governance, Business Process..., Team Leadership, Management, Auditing, Finance, Financial Analysis, Risk Management

Education
California State University-Fullerton   2001 — 2004
Bachelor of Arts (B.A.), Accounting and Business/Management

Saddleback College   2000 — 2001
Associate's degree, Business Administration, General Studies, Cum Laude

Lora Levitchi, MBA Lora Levitchi, MBA Greater New York City Area Details
Lora Levitchi, MBA's New York Life Insurance Company Experience September 2011 - Present
Job 2nd VP New York Life Insurance & MainStay Investments
Industry Financial Services
Experience
New York Life Insurance Company   September 2011 - Present

Skills
SAP, Master Data..., Scalability, Organisations, Financial Modeling, Business Strategy, Operations Management, SAP, Leadership, User Acceptance Testing, Investments, Fixed Income, Agile Methodologies, Consulting, Negotiation, Regression Analysis, Risk Management, Business Analysis, Vendor Management, Data Governance, Financial Transformation, Strategic Roadmaps, Financial Reporting and..., Finance, Financial Reporting and..., SharePoint, Capital Markets, SAP ERP, Team Building, Systems Analysis, Social Networking, SDLC, Strategy, Analysis, Cross-functional Team..., Management Consulting, Insurance, Management, Business Process, Software Project..., Project Planning, Project Portfolio..., Business Process..., Budgets, MS Project, Managerial Finance, Forecasting, Financial Risk, Analytics, Competitive Analysis, Corporate Finance

Education
Columbia University in the City of New York   2011 — 2013
Master

California State University-Long Beach   2007 — 2008
MBA

New York University SCPS
Class

Universitatea Tehnica din Cluj-Napoca
Bachelor in Science

Xi 'Sea' Zou, MBA Xi 'Sea' Zou, MBA San Francisco Bay Area Details
Xi 'Sea' Zou, MBA's New York Life Insurance Company Experience 2010 - 2011
Job East West Bank Private Banking
Industry Financial Services
Experience
East West Bank  2015 - Present
Bank of America/Merrill Edge   2013 - 2015
MassMutual Financial Group  2011 - 2013
CR-Changrong Adhesive Tape And Packing Materials Ltd.   January 2007 - January 2012
New York Life Insurance Company   2010 - 2011
Pacific Gas & Electric  September 2008 - December 2010

Skills
Estate Planning, Business Planning, Retirement Planning, Health Insurance, Insurance, College Funding, Fixed Annuities, Life Insurance, Long Term Care Insurance, Banking, Mortgage Lending, Mutual Funds, Stocks, Investment Strategies, Asset Management, Asset Allocation, Variable Annuities, Indexed Annuities, Disability Insurance, Investments, Financial Services

Education
California State University-East Bay   2007 — 2010
MBA, Focus on Finance, 3.66 GPA

Johnson and Wales University   2001 — 2006
Bachelor's degree, International Business, Focus Operational Management, 3.8 GPA

Jean Diaz Jean Diaz San Diego, California Details
Jean Diaz's New York Life Insurance Company Experience June 2011 - November 2012
Job Non Profit Leadership Affordable Housing, Education & Senior Services
Industry Nonprofit Organization Management
Experience
San Diego Community Land Trust   November 2013 - Present
San Marcos Promise   November 2014 - Present
The Foundation For Senior Well Being   April 2013 - Present
San Marcos Unified School District  April 2013 - Present
San Marcos Economic Development Corporation   February 2011 - Present
San Marcos Chamber of Commerce  September 2012 - Present
Tax & Financial Group  2012 - October 2013
NYLIFE Securities LLC  June 2011 - November 2012
New York Life Insurance Company   June 2011 - November 2012
Town of Ossining Citizen's Finance Advisory Committee   2008 - 2010

Skills
Securities, Investments, Analysis, Portfolio Management, Credit Analysis, Estate Planning, Business Planning, Strategic Financial..., Accounting, Business Strategy, Tax-advantaged..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Income for Life, College Funding..., Guaranteed Lifetime..., Gifting Strategies, Key Person Protection, Buy-Sell, Estate Preservation, Protection..., Real Estate Development, Real Estate Transactions, Property Management, Real Property, Real Estate Project..., Capital Markets, Finance, Leadership, Management, Due Diligence, Mergers & Acquisitions, Public Speaking, Strategic Planning, Risk Management, Nonprofits

Education
University of Pennsylvania - The Wharton School   1985 — 1987
MBA, Fiannce

California State University-Fullerton
MPA, Public Policy

Mark Walsh CFP®,CLU®,CPA, PMP Mark Walsh CFP®,CLU®,CPA, PMP San Francisco Bay Area Details
Mark Walsh CFP®,CLU®,CPA, PMP's New York Life Insurance Company Experience April 2011 - January 2013
Job President & Founder at Walsh Financial Consulting
Industry Financial Services
Experience
Walsh Financial Consulting   January 2013 - Present
Golden Gate University  January 2011 - Present
New York Life Insurance Company   April 2011 - January 2013
UBS Financial Services  December 2006 - April 2008
Ernst & Young & Cap Gemini Ernst & Young   February 1999 - January 2003
Conner Peripherals  January 1992 - April 1994
The Learning Company  January 1990 - June 1992

Skills
Finance, Strategic Financial..., Consulting, Financial Advisory, Insurance, Retirement, Financial Analysis, Corporate Finance, Financial Services, Estate Planning, Portfolio Management, Asset Allocation, Accounting, Wealth Management, Investments, Personal Finance, Asset Managment, Project Management, Corporate Financial..., Asset Management, Enterprise Systems...

Education
Golden Gate University   2008 — 2010
M.S., Financial Planning

Cal State Hayward   1990 — 1993
M.B.A., International Business

Bishop O'Dowd

UC Berkeley
B.S., Business Administration: Accounting & Finance

Derek Hebert Derek Hebert Greater Los Angeles Area Details
Derek Hebert's New York Life Insurance Company Experience August 2011 - March 2012
Job Financial Services
Industry Financial Services
Experience
Self Employed  June 2006 - Present
New York Life Insurance Company   August 2011 - March 2012

Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations

Education
CSUDH   2003 — 2005
Bachelor of Science (B.S.), Mathematical Statistics and Probability, 3.5

Hung Diep, CISA, CISSP Hung Diep, CISA, CISSP New York, New York Details
Hung Diep, CISA, CISSP's New York Life Insurance Company Experience August 2015 - Present
Job Experienced IT risk professional with an emphasis on business process and technology
Industry Information Technology and Services
Experience
New York Life Insurance Company   August 2015 - Present

Skills
CISA, SOX Compliancy, Risk Management, Internal Audit, CISSP, Business Continuity, Information Technology, Assurance

Education
California State University-Fullerton   2003 — 2007
Bachelors, Business Administration - Accounting

Anna He Anna He Corona, California Details
Anna He's New York Life Insurance Company Experience June 2015 - Present
Job Administrative Assistant at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company   June 2015 - Present
Hyatt Place  August 2014 - February 2015
AER Technologies, Inc.   June 2014 - August 2014
SocialBliss  April 2014 - July 2014
Regal Entertainment Group  October 2012 - August 2013

Skills
Office Administration, Customer Service, Microsoft Office, Marketing, Digital Marketing, Social Media, Event Planning, Social Networking, Social Media Marketing, Blogging, Online Marketing, Teamwork, Creative Writing, PowerPoint, Microsoft Word, Time Management, Mac, Fashion, Windows, Hospitality, Microsoft Excel, Tumblr

Education
California State University-Fullerton   2012 — 2016
Bachelor of Business Administration (B.B.A.)

Erik M. Andersen Erik M. Andersen Tracy, California Details
Erik M. Andersen's New York Life Insurance Company Experience January 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2010 - Present
New York Life Insurance Company   January 2010 - Present
Men's Wearhouse  February 1999 - June 2009

Skills
Financial Services, 401k Rollovers, IRAs, Annuity Sales, Education Funding, Retirement Planning, Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Series 6, Series 63, Employee Benefits, Income Protection, Fixed Annuities, Customer Service, Marketing, Sales, Small Business, Leadership, Management, Team Building, Insurance, Microsoft Office

Education
San Jose State University   1996 — 1998
Business Administration and Management, General

California State University-Long Beach   1994 — 1996
Business Administration and Management, General

Phuong Thai Phuong Thai Fremont, California Details
Phuong Thai's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies LLC  December 2013 - Present
New York Life Insurance Company   June 2013 - Present

Skills
Mutual Funds, IRAs, Fixed Annuities, 401k Rollovers, Retirement Planning, Long-term Care, Life Insurance, College Savings Plans, Variable Annuities, Legacies, Asset Protection, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Grandchild Gifting, Investments, Key Person Insurance, Protection...

Education
California State University-Hayward   2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General

Bradley J. Kellen, CFP®, ChFC®, CFS® Bradley J. Kellen, CFP®, ChFC®, CFS® Colorado Springs, Colorado Details
Bradley J. Kellen, CFP®, ChFC®, CFS®'s New York Life Insurance Company Experience December 1998 - July 2000
Job CERTIFIED FINANCIAL PLANNER™ professional – Investments & Strategic Financial Solutions for a Complex Environment
Industry Financial Services
Experience
Millennium Financial Group  December 2012 - Present
Colorado Springs Flames (Semi-Pro Football)   March 2008 - Present
New England Financial  July 2000 - December 2012
New York Life Insurance Company   December 1998 - July 2000
California Casualty Management Company  June 1991 - December 1998
Great Western Properties / Watson & Nardi   April 1990 - June 1991

Skills
Investments, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, 401k, Pensions, Insurance, Investment Strategies, Financial Analysis, Risk Management, Retirement, Mutual Funds

Education
The American College
Chartered Financial Consultant® (ChFC®), Advanced Financial Planning

Institute of Business and Finance
Certified Fund Specialist® (CFS®), Portfolio Construction

California State University-Hayward   1986 — 1989
Bachelor of Science (B.S.), Business Administration

Leland High School   1979 — 1982

David Peck, MBA, Life/Health, 6, 63, 66 and 7 David Peck, MBA, Life/Health, 6, 63, 66 and 7 Fresno, California Details
David Peck, MBA, Life/Health, 6, 63, 66 and 7's New York Life Insurance Company Experience May 2007 - January 2011
Job Financial Advisor Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo  January 2013 - Present
Union Bank  February 2011 - November 2012
New York Life Insurance Company   May 2007 - January 2011
Wells Fargo  February 2005 - April 2007
AmeriCap Financial   February 1999 - January 2005
LCR Co   January 1995 - January 1999
Pine-Grove Hospital (Tenant Healthcare Systems)   August 1992 - January 1995
Mullikin Medical Centers (MedPartners)   August 1989 - August 1992

Skills
Small Business Lending, Loans, Commercial Banking, Commercial Lending, Underwriting, Credit, Consumer Lending, Banking, Portfolio Management, Credit Analysis, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Treasury Management, Mortgage Lending, Retail Banking, Loan Origination, Cash Management, SBA, Credit Risk, Cross Selling, Financial Analysis, Construction Loans, Branch Management, Middle Market, Refinance, Mortgage Banking, Relationship Management, Wealth Management, Financial Risk, Strategic Financial..., Deposits, Financial Services, Cash Flow Lending, Treasury Services, Real Estate Financing, Commercial Finance, Retirement Planning, Merchant Services, Series 63, Private Banking, Finance, Financial Modeling, Series 6, Asset Managment, Asset, Insurance, Mutual Funds, Business Development, Small Business

Education
University of Phoenix   1995 — 1997
MBA, Business, Management, Marketing, and Related Support Services, 4.0

California State University-Fullerton - College of Business and Economics   1983 — 1989
Bachelor of Arts (BA), International Business

Mohammad T. Reza, CFA Mohammad T. Reza, CFA Greater New York City Area Details
Mohammad T. Reza, CFA's New York Life Insurance Company Experience April 2015 - Present
Job Retirement, life & health industry inquisitor; converting new product & market ideas into verifiable profitable ventures
Industry Financial Services
Experience
New York Life Insurance Company   April 2015 - Present
Prudential Financial  January 2013 - April 2015
Prudential Financial  May 2010 - January 2013
Prudential Financial  June 2008 - May 2010
Prudential Financial  March 2007 - June 2008
Prudential Financial  January 2006 - March 2007

Skills
Investments, Fixed Income, Risk Management, Financial Modeling, Portfolio Management, Project Management, Product Management, Asset Allocation, Microsoft Excel, Derivatives, Cross-functional Team..., Bloomberg, Product Development, Stable Value, Fixed Annuities, VBA, Synthetic GIC, Qualified Retirement..., Defined Contribution, International Product..., New Business Development, US Equities, Fixed Income Analysis, Group Annuities, Variable Annuities, Strategic Consulting, Client Orientation, Team Development, Cross Functional Team..., Collective Defined..., Competitive Intelligence, Access Database, MS Project, Technical Presentations, Persuasive Presentations, Executive Presentations, Creative Writing, Multilingual, Contract Negotiation, Retirement, Asset Backed Financing, ALM, Global Strategy..., Strategy Execution, Deal Structuring, Collaborative Leadership, Cross Functional..., Product Marketing, Innovation, Negotiation

Education
California State University-Hayward   2001 — 2005
Bachelor of Business Administration (B.B.A.)

Andrea Uribe Andrea Uribe Portland, Oregon Details
Andrea Uribe's New York Life Insurance Company Experience April 2013 - Present
Job Sales Relationship Manager
Industry Banking
Experience
Cardtronics  June 2015 - Present
New York Life Insurance Company   April 2013 - Present
State Farm  March 2013 - April 2013
Wynn Las Vegas  December 2007 - February 2013

Skills
Asset Protection, Business Exit Strategy, Building Relationships, Business Insurance..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Relationships, Customer Satisfaction, Education Funding, Estate Planning, Insurance, Licensed in Long Term..., Licensed Life Insurance..., Permanent Life Insurance, Personal Finance, Retirement Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer...

Education
California State University-Fullerton   2005 — 2007
Geography

California High School   1996 — 2000
Diploma

Thomas Cowan, FICF MDRT Thomas Cowan, FICF MDRT Greater Los Angeles Area Details
Thomas Cowan, FICF MDRT's New York Life Insurance Company Experience March 2006 - September 2008
Job Field Agent at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus Insurance  September 2008 - Present
New York Life Insurance Company   March 2006 - September 2008

Skills
Strategic Financial..., Publishing, Leadership, Financial Analysis, Life Insurance, Customer Service, Key Person Insurance, Disability Insurance, Investments, Accounting, Licensed Life & Health..., Retirement Planning, Wealth Management, Analysis, 401k Rollovers, Long Term Care Insurance, Estate Preservation, Estate Planning, Claim, Critical Illness, Microsoft Excel, General Insurance, Budgets, Small Business, Insurance, Process Improvement, Fixed Annuities, Permanent Life Insurance, Risk Management, Term Life Insurance, Health Insurance, Universal Life, Property & Casualty..., Liability, Sales, Annuity Sales, Retirement, Workers Compensation, Employee Benefits, Whole Life, Financial Planners, Mutual Funds, Strategic Planning, Medicare, Finance, Policy, Roth IRA, Wealth Accumulation, IRAs, Underwriting

Education
Cal State Fullerton   1978 — 1980
Bachelor of Arts (B.A.), Accounting

New Mexico Military Institute   1976 — 1978
Associate of Arts (A.A.), Business Administration, 3.51

Bryan Shigekuni Bryan Shigekuni Anaheim, California Details
Bryan Shigekuni's New York Life Insurance Company Experience February 2011 - January 2012
Job Insurance Life / Health / Auto / Home / Business
Industry Insurance
Experience
Japan Alliance (Non Profit Organization)   January 2014 - Present
The J. Morey Company, Inc. Insurance Agents and Brokers   February 2012 - Present
New York Life Insurance Company   February 2011 - January 2012
AEON English Conversation School   June 2008 - October 2010
Windsor Capital Mortgage  September 2004 - November 2006

Skills
Foreclosures, Insurance, Investments, Real Estate, Life Insurance, Health Insurance, Customer Service, Small Business, Mortgage Lending, Estate Planning, Retirement Planning, Fixed Annuities, Disability Insurance, Long-term Care, Strategic Financial..., Employee Benefits, Management, Financial Planning

Education
California State University-Fullerton   2003 — 2007
Bachelors Degree, Psychology

Orange Coast College   2000 — 2003
Associate of Arts, Psychology

Andrew Mack-Vanderham Andrew Mack-Vanderham Orange County, California Area Details
Andrew Mack-Vanderham's New York Life Insurance Company Experience 2007 - 2009
Job Named Account Executive Konica Minolta Business Solutions U.S.A., Inc.
Industry Information Technology and Services
Experience
Konica Minolta Business Solutions U.S.A., Inc.   2013 - Present
The Santa Ana Chamber of Commerce   August 2011 - Present
DocuSource, LLC  February 2011 - February 2014
AOCVCB Breakfast Club   January 2012 - July 2012
IOTEC / Toshiba Copiers   August 2009 - December 2010
New York Life Insurance Company   2007 - 2009

Skills
Key Account..., Consultative Sales..., New Business Development, Manage Client..., Marketing Strategy, Team Building, Business Strategy, Entrepreneur, Networking, Social Media Marketing, Social Networking, Entrepreneurship, Leadership, Contract Negotiation, General Awesomeness, Social Media, Small Business, Direct Sales, Management, Marketing, Sales Process, Recruiting, Public Speaking, Sales Management, Customer Retention, Salesforce.com, Sales Operations, Cold Calling, Trade Shows, Selling, Account Management, Solution Selling, B2B, Lead Generation, CRM, Sales Presentations, Training, Strategy, Time Management, Business Development, Sales, Managed Print Services, Strategic Partnerships

Education
California State University-Fullerton   2002 — 2007
BA, History

Sandra Hayes Sandra Hayes Dupont, Washington Details
Sandra Hayes's New York Life Insurance Company Experience January 2010 - April 2012
Job Executive Director Patriots Landing
Industry Hospital & Health Care
Experience
Peace of Mind Home Health   May 2012 - November 2014
New York Life Insurance Company   January 2010 - April 2012
BNI  2011 - 2012
Extendicare, Manorcare, Regency Pacific   May 1982 - September 2009

Skills
Long-term Care, Retirement Planning, Retirement, Securities, Customer Service, Event Planning, Public Relations, Strategic Planning, Estate Planning, Team Building, Business Development, Home hea, Senior Services, Home Care, Elder Care, Home, Healthcare, Leadership, Healthcare Management, Insurance, Fundraising, Medicare, Time Management, Medicaid, Small Business, Life Insurance, Marketing, Recruiting, Hospitals, Budgets, Community Outreach, Managed Care, Sales, Business Planning, Leadership Development, Public Speaking, Employee Benefits, Training, Coaching, Health Insurance, Seniors, Account Management, Employee Relations, Policy, Nonprofits, Management, Human Resources, Case Managment, Outlook, Executive Management

Education
Golden Gate University   1979 — 1982
MBA, Health Adminstration

California State University-Fullerton, Mihaylo College of Business and Economics   1976 — 1979
BA, Business Administration

Tony Manteneri Tony Manteneri Greater New York City Area Details
Tony Manteneri's New York Life Insurance Company Experience November 2013 - Present
Job IT Consultant at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company   November 2013 - Present
Hudson News  March 2004 - November 2013
New York Life  1998 - 2003
CPC International Inc.  1989 - 1997

Skills
Release Management, PowerShell Desired..., TFS, ASP.NET MVC, HTML5, CSS, Powershell, Agile Methodologies, Software Development, Program Management, Business Analysis, Databases, SDLC, Oracle, Software Documentation, Customer Service, XML, Unix, Access, T-SQL, Requirements Analysis, Project Management, Objective-C, Microsoft SQL Server, Visual Basic, iOS SWIFT, Business Process, iOS

Education
California State University-Fullerton
BS, Computer Science

Albert Marquez Albert Marquez Greater New York City Area Details
Albert Marquez's New York Life Insurance Company Experience August 2011 - Present
Job Corporate Vice President
Industry Insurance
Experience
New York Life Insurance Company   August 2011 - Present
New York Life Insurance Company   September 2003 - July 2011
New York Life Insurance Company   March 2001 - August 2003
New York Life Insurance Company   January 2000 - February 2001
New York Life Insurance Company   August 1999 - December 2000
New York Life Insurance Company   April 1997 - July 1998
U.S Department of Courts   May 1996 - March 1997
U.S. Senator Barbara Boxer   June 1992 - September 1993

Education
Fordham University School of Law   1993 — 1996
JD, Law

California State University-Los Angeles   1988 — 1992
BS, Business

Lisa (DYNAMIC SELF-ACTUATED INSURANCE EXPERT) Brugman Lisa (DYNAMIC SELF-ACTUATED INSURANCE EXPERT) Brugman Orange County, California Area Details
Lisa (DYNAMIC SELF-ACTUATED INSURANCE EXPERT) Brugman's New York Life Insurance Company Experience June 2009 - March 2010
Job Unit Field Trainer at Bankers Life and Casualty Company
Industry Insurance
Experience
Bankers Life and Casualty Company  April 2013 - Present
Blue Coast/ AWM, Inc.   March 2010 - February 2013
New York Life Insurance Company   June 2009 - March 2010
Advisors Wealth Management, Inc.   March 2007 - January 2010
Colonial Supplemental Insurance  2002 - 2009
Trilogy Financial Services  January 2000 - March 2007
Aflac  2000 - 2002
Enterprise Rent-A-Car/ ELCO Liability Administration   June 1994 - January 2000

Skills
Series 7, Retirement Planning, Leadership, Strategic Planning, Communicative Skills, Proficient Analysis, Adept Professionalism, Portfolio Management, Integrity, Credibility, Persistency, Consistency, Investigative Acumen, Team-oriented, Exceptional mentor &..., Trainers, Investment Strategies, Retirement, Estate Planning, Financial Advisory, Business Strategy, Securities, Mutual Funds, Wealth Management, Investments, Benefits Administration, Interpersonal..., 401k, Fixed Annuities, Term Life Insurance, Insurance, Series 24, Disability Insurance, Risk Management, IRAs, Life Insurance, Employee Benefits, Long-term Care, Finance, Interpersonal..., Health Insurance, Sales, Team Building, Marketing, Customer Service, Whole Life, Training

Education
John Paul Catholic University   2012 — 2015
Master of Business Administration (M.B.A.), Administration & Marketing, 3.93 GPA

California State University-Fullerton - College of Business and Economics   1989 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General

Alan Demarest Alan Demarest Livermore, California Details
Alan Demarest's New York Life Insurance Company Experience November 2007 - Present
Job Director of Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2007 - Present
New York Life Insurance Company   May 2004 - November 2007
Farmers Insurance  September 1993 - May 2004
Mony Mutual Of New York  September 1982 - September 1993

Skills
Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, IRAs, Sales Management, Long Term Care Insurance, Estate Planning, Training, Term Life Insurance, 401k, Workshop Facilitation, Series 6, Facilitators

Education
The American College   1984 — 2012
CLU, ChFC, LUTCF, CASL, CLF, Insurance, Financial Planning, Retirement Planning, Senior Planning, Leadership and Management

California State University-Long Beach   1979 — 1982
BA, Business Administration and Management, General

Palos Verdes High School   1972 — 1976

Isaac R. Pineda Isaac R. Pineda Glendale, California Details
Isaac R. Pineda's New York Life Insurance Company Experience May 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  September 2015 - Present
New York Life Insurance Company   May 2015 - Present
Toyota  May 2014 - August 2014
California State University, Long Beach  April 2013 - May 2014
Associated Students, Incorporated at California State University Long Beach  April 2013 - May 2014
American Honda Motor Company, Inc.   June 2013 - August 2013
Permaswage  July 2012 - September 2012
Los Angeles County Office of Education  October 2009 - May 2010

Skills
Public Speaking, Teaching, Leadership, Event Planning, Social Networking, Nonprofits, Fundraising, Social Media, Research, Social Media Marketing, Microsoft Office, Team Building, PowerPoint, Customer Service, Facebook, Marketing, Team Leadership, Community Outreach, Project Planning, Teamwork

Education
California State University-Long Beach   2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior

California State University-Long Beach   2009 — 2014
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management

Ricardo Vizcarra Ricardo Vizcarra Greater Los Angeles Area Details
Ricardo Vizcarra's New York Life Insurance Company Experience January 2014 - August 2014
Job Financial Services Professional at MassMutual Greater Los Angeles
Industry Financial Services
Experience
MassMutual Greater Los Angeles  September 2014 - Present
Vizcarraart.com   August 2009 - Present
New York Life Insurance Company   January 2014 - August 2014
Dial 800  March 2013 - December 2013
AT&T  July 1996 - August 2011

Skills
Licensed Life & Health..., Estate Planning, Life Insurance, Insurance, Long-term Care, Marketing, Sales

Education
California State University-Los Angeles   1997 — 2002
Bachelor's degree, Design and Applied Arts

Technical Services Institute   1988 — 1989
Associate's degree, Industrial Electronics Technology/Technician

Richard Galvan Richard Galvan Orange County, California Area Details
Richard Galvan's New York Life Insurance Company Experience August 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   August 2013 - Present
U.S. Bank   March 2010 - August 2013
Summer Winter Action Tours  January 2008 - March 2012
Sigma Phi Epsilon  January 2011 - December 2011

Skills
Sales, Life Insurance, Term Life Insurance, Retirement Planning, Buy-sell Agreements, Personal Finance

Education
California State University-Fullerton
Bachelor of Arts (BA) Communications

Richard Araiza Richard Araiza Long Beach, California Details
Richard Araiza's New York Life Insurance Company Experience August 2009 - December 2010
Job Registered Nurse
Industry Hospital & Health Care
Experience
Office of the City Auditor, Laura L. Doud   November 2010 - November 2011
New York Life Insurance Company   August 2009 - December 2010
FedEx Freight  May 2005 - December 2008

Skills
Leadership, Insurance, Financial Analysis, Training, Microsoft Excel, Sales, Investments, Auditing, Finance, Mutual Funds, Financial Modeling, Community Service, Strategic Financial..., ACLS, Nursing, BLS, Certified EKG Technician, Phlebotomy

Education
Cypress College   2013 — 2015
ADN (Associate's Degree in Nursing), Registered Nursing/Registered Nurse, 3.3 GPA

California State University-Fullerton, Mihaylo College of Business and Economics   2005 — 2009
BA, Finance

Lakewood High

Lakewood High

Don Presley Don Presley Lakewood, California Details
Don Presley's New York Life Insurance Company Experience July 2013 - Present
Job New York Life Retired
Industry Insurance
Experience
New York Life Insurance Company   July 2013 - Present
Church of Jesus Christ of Latter Day Saints  July 2013 - April 2015
New York Life Insurance Company   May 2002 - June 2013
New York Life Insurance Company   March 1996 - May 2002
New York Life Insurance Company   October 1982 - July 1996
Ward's Furniture, Long Beach   March 1976 - September 1982

Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Series 63, Life Insurance, Investments, Strategic Financial..., Wealth Accumulation, CLU, ChFC, Long-term Care, Insurance, Long Term Care Insurance, Disability Insurance, Series 6, Term Life Insurance, Whole Life, Financial Planners, 401k, Estate Planning, 401k Rollovers, Variable Annuities, Roth IRA, Health Insurance, Financial Planning

Education
California State University-Long Beach   1974 — 1975
Parks, Recreation and Leisure Studies

Mission to Northern Argentina for the Church of Jesus Christ of Latter Day Saints   1971 — 1973

Long Beach City College   1969 — 1971
Associate of Arts (A.A.), General Studies

Millikan High School   1967 — 1969

Sandra Newsom Sandra Newsom Greater Los Angeles Area Details
Sandra Newsom's New York Life Insurance Company Experience May 2013 - Present
Job Dedicated Agent with New York Life creating wealth and helping protect families in the Greater Los Angeles Area
Industry Insurance
Experience
New York Life Insurance Company   May 2013 - Present
New York Life Insurance Company   May 2013 - Present
Automobile Club of Southern California  April 1999 - August 2012

Skills
Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Direct Sales, Estate Planning, Grandchild Gifting, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Multi-Generational..., Networking, Protection..., Retirement Planning, Risk Management, Succession Planning, Term Life Insurance, Wealth Transfer...

Education
California State University-Dominguez Hills

Richard Gahr High School

Monica Escobar Rangel,CLTC, LUTCF Monica Escobar Rangel,CLTC, LUTCF Orange County, California Area Details
Monica Escobar Rangel,CLTC, LUTCF's New York Life Insurance Company Experience October 2005 - Present
Job Financial Services Professional/Agency Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2005 - Present
New York Life Insurance Company   May 2009 - October 2012
New York Life  October 2005 - May 2009
Boy Scouts of America  March 2003 - March 2006
New Age Graphics   July 2001 - March 2003
Eagle Community Credit Union  January 2001 - July 2001

Skills
Great People Skills, Team Building, Sales Management, Fundraising, Customer Relations, Employee Relations, Insurance, Public Speaking, Personal Development, Training & Development, Sales, Team Leadership, Leadership Development, Financial Planning, Strategic Financial..., Customer Service, Leadership, Public Relations, Marketing, Strategic Planning, Employee Benefits, Event Planning, Social Networking, Fixed Annuities, Retirement Planning, Small Business, Business Planning, Recruiting, Business Development, Human Resources, Long Term Care Insurance, Finance, Training, Disability Insurance, Long-term Care, Employee Training, Retirement, Financial Services, Management, Networking, Securities, Life Insurance

Education
California State University-Fullerton   1997 — 2002
B.A., Business and Communications

California State University-Fullerton   1997 — 2002
Bachelor of Arts, Communications and Business Administration

Andrew Jun Andrew Jun Austin, Texas Details
Andrew Jun's New York Life Insurance Company Experience February 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2014 - Present
Bank of America  February 2013 - February 2014

Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Business/Managerial Economics

Jason Presley Jason Presley Riverside, California Details
Jason Presley's New York Life Insurance Company Experience April 2013 - Present
Job Administrative Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2013 - Present

Education
California State University-Long Beach   2005 — 2009
Bachelor of Business Administration (BBA), International Business

Simon Nguyen Simon Nguyen Orange County, California Area Details
Simon Nguyen's New York Life Insurance Company Experience September 2014 - August 2015
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   September 2014 - August 2015
Gucci Group  June 2014 - July 2014
LVMH  July 2012 - May 2014
Coach  May 2008 - July 2012
Costco Wholesale  May 2007 - July 2007
EXPRESS  December 2006 - May 2007

Skills
Customer Service, Social Networking, Microsoft Office, Event Planning, Sales Operations, Inventory Management, Fashion, Project Management, Facebook, Strategic Negotiations, Problem Solving, Adobe Creative Suite, Invoicing, Retail, Critical Thinking, Prospecting Skills, Key Client Relationships, Sales, Public Speaking, Microsoft Word

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Orange Coast College   2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General

Valley High School   2002 — 2006
High School Diploma

John C. Tackman John C. Tackman Orange County, California Area Details
John C. Tackman's New York Life Insurance Company Experience February 2011 - April 2012
Job Pharmacy Sales Director
Industry Insurance
Experience
Anthem, Inc.   June 2015 - Present
Anthem, Inc.   April 2014 - May 2015
Anthem, Inc.   August 2013 - April 2014
Anthem, Inc.   March 2012 - July 2013
New York Life Insurance Company   February 2011 - April 2012
NYLIFE Securities  February 2011 - April 2012
Hoag Hospital  August 2002 - August 2010

Skills
Insurance, Achieving Measurable..., Leadership, Strategic Planning, Management, Business Development, Health Insurance, Employee Benefits, Sales, New Business Development, Account Management, Product Marketing, Sales Operations, Healthcare, Analysis, Team Leadership, Start-ups, Program Management, Financial Services, Small Business, Microsoft Office, Finance, Process Improvement, Six Sigma, Lean Tools

Education
University of Phoenix   2010 — 2011
MBA, Technology Management, Achieved a GPA of 3.8/4.0

University of Phoenix   2009 — 2010
Master of Business Administration (MBA), Managerial Health Care, Achieved a GPA of 3.8/4.0

California State University-Long Beach   2002 — 2007
Bachelors of Science, Business and Administration; Marketing

Monique Kelley Monique Kelley Orange County, California Area Details
Monique Kelley's New York Life Insurance Company Experience January 2014 - December 2014
Job Retoucher
Industry Arts and Crafts
Experience
New York Life Insurance Company   January 2014 - December 2014
24 Hour Fitness  August 2006 - May 2009

Skills
Photoshop, Lightroom, Dreamweaver, Adobe Muse

Education
California State University-Long Beach   2001 — 2006
Bachelor of Arts (B.A.), General Theater

Cypress High School   1997 — 2000
Golden State Seal, General Studies

Calvin Chan Calvin Chan Greater Los Angeles Area Details
Calvin Chan's New York Life Insurance Company Experience October 2010 - October 2013
Job President at Chan Square Insurance & Financial Services
Industry Financial Services
Experience
Chan Square Insurance & Financial Services   October 2013 - Present
New York Life Insurance Company   October 2010 - October 2013
Town Square Real Estate   March 2009 - November 2010
Colliers International  May 2008 - September 2008
Elite Team Realty  July 2005 - June 2006

Education
California State University-Los Angeles
B.S., Business Administration: Real Estate & Finance

Erik Enson Erik Enson Greater Los Angeles Area Details
Erik Enson's New York Life Insurance Company Experience March 2014 - June 2014
Job Commercial Inside Sales Representative at Guidance Software
Industry Financial Services
Experience
Guidance Software  April 2015 - Present
Guidance Software  June 2014 - April 2015
New York Life Insurance Company   March 2014 - June 2014
Shred Juice   June 2013 - January 2014
Young & Hungry Catering   December 2012 - January 2014
Andrews International  September 2012 - July 2013
KCOMM  April 2012 - August 2012
California State University, Fullerton  April 2011 - March 2012

Skills
Business Planning, Inside Sales, Outside Sales, Customer Service, Advertising, Social Media Marketing, Email Marketing, Public Relations, Salesforce.com, Small Business, Oracle, Digital Forensics, Team Leadership, Market Research, Facebook, Marketing Strategy, Sales, Strategic Planning, Strategy, Social Networking, Management, Online Marketing, Microsoft Office, Marketing

Education
California State University-Fullerton   2007 — 2012
Bachelor of Arts, Business Administration (Entrepreneurship)

John Burroughs High School

Will Keeler Will Keeler Redding, California Area Details
Will Keeler's New York Life Insurance Company Experience November 2008 - September 2012
Job Investment Advisor Keeler Financial Services
Industry Financial Services
Experience
Keeler Financial Services   2008 - Present
New York Life Insurance Company   November 2008 - September 2012

Skills
Team Building, Customer Service, Insurance, Personal Financial..., Investment Management, Tactical Asset..., Financial Services, Investments, Portfolio Management, Financial Advisory, Retirement Planning, Retirement, Fixed Annuities, Wealth Management

Education
California State University-East Bay
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

Jennie Leatherman Jennie Leatherman Roseville, California Details
Jennie Leatherman's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company helping families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company   July 2015 - Present
Prosio Communications   August 2014 - July 2015
California Dental Association  January 2014 - August 2014
Kaneski Associates   February 2013 - January 2014
American Pacific Mortgage  February 2011 - February 2013

Skills
Marketing, Social Media Marketing, Marketing Strategy, Advertising, Lead Generation, Marketing Communications, Public Relations, Real Estate, Sales, Social Networking, Social Media, Small Business, Email Marketing, Facebook, Online Marketing, Event Planning, Customer Service

Education
California State University-Sacramento   2009 — 2010
Bachelors, Mass Communications

California State University-Long Beach   2006 — 2009
Bachelors, Communications/ Public Relations/ Journalism

Minh Vang Minh Vang Irvine, California Details
Minh Vang's New York Life Insurance Company Experience September 2013 - January 2014
Job Credit Analyst at Quick Bridge Funding
Industry Financial Services
Experience
Quick Bridge Funding  March 2015 - Present
Quick Bridge Funding  August 2014 - February 2015
New York Life Insurance Company   September 2013 - January 2014

Skills
Data Analysis, Project Management, Team Leadership, Microsoft Office, Financial Analysis, Business Communications..., Bank Statements analysis, 10 Key Touch, Typing speed of 65..., Credit Background..., Finance, Banking, Access, Credit, Accounting, Financial Reporting, Risk Management

Education
California State University-Fullerton   2012 — 2014
Bachelor of Arts (BA), Finance

Pasadena City College   2010 — 2012
Associate of Arts (AA); Associate of Science (AS), Business Administration

Bill Heidt, LUTCF, MDRT Bill Heidt, LUTCF, MDRT Sacramento, California Area Details
Bill Heidt, LUTCF, MDRT's New York Life Insurance Company Experience March 2009 - June 2014
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial  June 2014 - Present
New York Life Insurance Company   March 2009 - June 2014
Trumark Financial Services   March 2007 - March 2009

Skills
Insurance, Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Portfolio Management

Education
Cal State Hayward   2001 — 2005
Finance, Insurance

monte vista high school

Tranijah Do Tranijah Do Anaheim, California Details
Tranijah Do's New York Life Insurance Company Experience March 2014 - May 2015
Job Staff Accountant
Industry Logistics and Supply Chain
Experience
OEC Group  June 2015 - Present
New York Life Insurance Company   March 2014 - May 2015

Skills
Financial Analysis, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teamwork, Finance, Customer Service, Accounting, Valuation, Investments, English, Analysis, Insurance, Time Management

Education
California State University-Fullerton   2010 — 2014
Bachelor of Science (BS), Finance

James Samuel Mackey, LUTCF James Samuel Mackey, LUTCF Oxnard, California Details
James Samuel Mackey, LUTCF's New York Life Insurance Company Experience April 2015 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2015 - Present
New York Life Insurance Company   December 2008 - April 2015
First Collateral Services (Citi)   April 2007 - December 2008
First Collateral Services (Citi)   April 2004 - April 2007

Skills
Insurance, Retirement, Small Business, Investments, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership, Licensed in Long-Term..., Risk Management, Financial Services, Life Insurance, Employee Benefits, Sales, Mutual Funds, Protection Planning

Education
California State University-Hayward - School of Business and Economics   1998 — 2003
BS, Finance

Dublin High School 98   1995 — 1998

Heidi Hong Heidi Hong Greater Los Angeles Area Details
Heidi Hong's New York Life Insurance Company Experience November 2009 - February 2012
Job CoFounder at The Xanadu Life
Industry Design
Experience
The Xanadu Life   January 2013 - Present
self-employed  October 2010 - Present
Love Haus   February 2010 - Present
New York Life Insurance Company   November 2009 - February 2012
The Island Hotel  January 2006 - December 2010
City of Chino Hills  May 2003 - June 2005

Skills
Event Production, Events Coordination, Events Organisation, Event Management, Outdoor Adventures, Adventure Travel, Corporate Events, Marketing Communications, Retreat Leader, Leadership Retreats, Event Planning, Travel Planning, Online Marketing, Marketing Strategy, Festivals, Special Events, Yoga, Fitness, Social Media, Holistic Health, Social Networking, Adobe Creative Suite, Wellness, Social Media Marketing, InDesign, Illustrator, Photoshop, Public Speaking, Editing, HTML, Advertising, Teaching, Healing, Graphic Design, Web Design, Leadership, Logo Design, Wellness Coaching, Corporate Wellness, New Business Development, Business Strategy, Business Process, Team Leadership

Education
Loyola Marymount University   2012 — 2014
Yoga Therapy Rx, Yoga Teacher Training/Yoga Therapy

Purple Yoga   2011 — 2011
200 Hour, Yoga Teacher Training

California State University-Fullerton   2004 — 2009
Bachelor of Fine Arts, Graphic Design, Advertising

David Galante David Galante Orange County, California Area Details
David Galante's New York Life Insurance Company Experience May 2015 - 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   May 2015 - Present
ADP  September 2014 - January 2015
The ACE Agency  June 2014 - August 2014
Nordstrom  April 2007 - May 2014

Skills
Customer Service, Sales, Microsoft Office, Multi Tasking, Product Knowledge, Music, Music Education, Music Theory, Music Production, Building Relationships, Entertainment, Entertainment Industry, Resume Writing, Long-term Customer..., Customer Experience, Customer Oriented, Exceeding Customer..., Customer Engagement, Direct Sales, Outstanding people..., People-oriented, Mass Communication, Marketing, Relationship Building, Social Media, Social Networking, Management

Education
California State University-Fullerton   2012 — 2014
Bachelor of Arts (BA), Communications - Entertainment/Tourism Studies

Torian Pizzola Torian Pizzola Orange County, California Area Details
Torian Pizzola's New York Life Insurance Company Experience July 2013 - October 2014
Job Licensed Financial Specialist at CML Wealth Management
Industry Investment Management
Experience
CML Wealth Management   May 2015 - Present
Northwestern Mutual  October 2014 - May 2015
New York Life Insurance Company   July 2013 - October 2014
Junior United Soccer Association (JUSA)   November 2006 - August 2012

Skills
Public Speaking, Financial Planning, Investment Advisory, Retirement Planning, Life Insurance, Estate Planning, College Education..., Sales, Social Networking, Customer Service, Team Leadership, Social Skills, Critical Thinking, Problem Analysis, Leadership, Management, Event Planning, Entrepreneurship, Customer Satisfaction, Persuasive Presentation..., Problem Solving, Social Media Marketing, Project Management

Education
UC Irvine, Extension   2014 — 2016
Personal Financial Planning, Finance and Financial Management Services

California State University-Fullerton   2012 — 2014
Bachelor's Degree, Speech Communication and Rhetoric

Fullerton College   2009 — 2012
Associate of Arts (AA)

Servite   2005 — 2009
High School

Adriano Fieramosca Adriano Fieramosca Dallas/Fort Worth Area Details
Adriano Fieramosca's New York Life Insurance Company Experience December 2007 - August 2008
Job Account Executive at TSC Apparel
Industry Wholesale
Experience
TSC Apparel  February 2014 - Present
Discover Financial Services (Discover Home Loans)   July 2010 - March 2013
NADA Guides   August 2008 - September 2009
New York Life Insurance Company   December 2007 - August 2008
NationPoint  2000 - 2005
Merrill Lynch - NationPoint   2000 - 2005

Skills
Excel, PowerPoint, SQL, Microsoft Word, Sales, Team Leadership, Microsoft Excel, Online Marketing, Online Advertising, Marketing, Management, New Business Development, Analysis, Insurance, Microsoft Office, Project Management, Banking, Customer Service, Access, Process Improvement, Business Analysis, Photoshop, Social Media, Negotiation, SEO, Marketing Strategy

Education
California State University-Long Beach   1993 — 1994

California State University-Fullerton   1992 — 1993

Orange Coast College   1990 — 1992
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Tam Vuong Tam Vuong Santa Ana, California Details
Tam Vuong's New York Life Insurance Company Experience March 2011 - March 2012
Job Director of Finance at Azon Capital
Industry Financial Services
Experience
Azon Capital   December 2013 - Present
The Business Finance Store  April 2012 - December 2013
New York Life Insurance Company   March 2011 - March 2012
Bank of America  June 2007 - July 2010

Skills
Funding, Investments, Loans, Business Planning, Microsoft Excel, New Business Development, Financial Analysis, Public Speaking, Financial Modeling, Strategic Financial..., Training, Finance, Credit, Corporate Finance, Risk Management, Mortgage Lending, Banking, Small Business, Business Development, Portfolio Management, Teamwork, Financial Planning

Education
California State University-Fullerton
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law

san gabriel high school

Albert Marquez Albert Marquez Greater New York City Area Details
Albert Marquez's New York Life Insurance Company Experience August 2011 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   August 2011 - Present
New York Life Insurance Company   September 2003 - August 2011
New York Life Insurance Company   March 2001 - August 2003
New York Life Insurance Company   January 2000 - February 2001
New York Life Insurance Company   August 1998 - December 1999
New York Life Insurance Company   April 1997 - August 1998
U.S. Department of Courts   June 1996 - March 1997
U.S. Senator Barbara Boxer (CA)   June 1992 - August 1993

Education
Fordham University School of Law   1993 — 1996
JD, Law

California State University-Los Angeles   1988 — 1992
BS, Business

Nori Nishida Nori Nishida Orange County, California Area Details
Nori Nishida's New York Life Insurance Company Experience January 1988 - June 1993
Job President at Alliance 360 Insurance Solutions
Industry Insurance
Experience
Alliance 360 Insurance Solutions   June 1993 - Present
New York Life Insurance Company   January 1988 - June 1993

Skills
Insurance, Health Insurance, Life Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Employee Benefits, Legal Liability, Health Savings Accounts, Disability Insurance, Brokers, Professional Liability, Casualty, Term Life Insurance, Whole Life, Customer Service, Long-term Care

Education
California State University-Long Beach   1981 — 1987
BS

Richard Mulligan Richard Mulligan Salem, Oregon Details
Richard Mulligan's New York Life Insurance Company Experience October 2010 - April 2012
Job Fraud Control Consultant
Industry Computer & Network Security
Experience
RCM Consultants   January 1995 - Present
New York Life Insurance Company   October 2010 - April 2012
Salem PD S660   2005 - 2006
First Interstate Bank  October 1994 - November 1995
Visa  June 1993 - September 1994
LAPD Bunco Forgery   1976 - 1993

Skills
Leadership Development, Small Business, Workers Compensation, Risk Management, Whole Life, Insurance, Security, Long Term Care Insurance, Credit, Team Building, Roth IRA, Public Relations, Protection, Public Speaking, Private Investigations, Sales, Life Insurance, Asset Protection, Customer Service, Fraud, Term Life Insurance, Strategic Planning, Credit Cards, Background Checks, Training, IRAs, Banking, Legal Liability, Police, Long-term Care

Education
University of Southern California   1974 — 1975
DCI-Certificate, Delinquency Control Institute

California State University-Long Beach   1964 — 1967
Criminal Justice

Colorado School of Mines   1961 — 1963
Geology, Electrical Engineering

Mike Safaie Mike Safaie Greater Los Angeles Area Details
Mike Safaie's New York Life Insurance Company Experience December 2010 - May 2013
Job Senior Sales Manager
Industry Financial Services
Experience
ALLSTATE  May 2013 - Present
New York Life Insurance Company   December 2010 - May 2013
Colonial Life  April 2009 - December 2012
TD Ameritrade  March 2007 - October 2011

Skills
CRM, Insurance, Financial Services, Sales, Business Development, Investments, Customer Satisfaction, Finance, Employee Benefits, Retirement Planning, Marketing, Portfolio Management, Life Insurance, Fixed Annuities, Management, Leadership, Customer Service, Team Building

Education
California State University-Dominguez Hills   1988 — 1992
Bachelor of Science, Business Administration & Marketing, Business Administration & Marketing

Luc Ceci Luc Ceci Orange County, California Area Details
Luc Ceci'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 Insurance
Experience
New York Life Insurance Company   March 2015 - Present
Self Employed  August 2014 - Present
Lazy Dog Restaurant & Bar  November 2013 - March 2015
Hawaii Kai Public Library   April 2009 - September 2012

Skills
Leadership, Public Speaking, Customer Service, Teamwork, Time Management, Facebook, Life Insurance, Business Planning, Education Funding..., Personal Finance, Retirement Planning

Education
California State University-Fullerton   2015 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior

Coastline Community College   2013 — 2014
Associate of Science (A.S.), Business Administration, Graduate

Orange Coast College   2014 — 2014

Bramara Tangirala Bramara Tangirala Greater New York City Area Details
Bramara Tangirala's New York Life Insurance Company Experience October 2008 - Present
Job Application Specialist at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company   October 2008 - Present
Citigroup  October 2007 - June 2008
Mobius Management Systems  April 2006 - August 2007
IBM Solutions Delivery  January 2001 - February 2006
IBM Global Services  July 1996 - December 2000

Skills
Business Analysis, SQL, SDLC, Databases, Microsoft SQL Server, Unix, Requirements Analysis

Education
California State University-East Bay
MS, Applied Mathematics

Lovely Ravelo, MBA Lovely Ravelo, MBA Irvine, California Details
Lovely Ravelo, MBA's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  October 2012 - Present
New York Life Insurance Company   July 2012 - Present
Bank of America  2010 - 2012
Bank of America  2008 - 2010
Bank of America  2005 - 2008
Bank of America  1998 - 2005

Skills
401(k) Rollovers, Annuity Sales, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Retirement Planning, Small Business

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2004 — 2006
MBA, Leadership & Managing Organizational Change

California State University-Fullerton   1999 — 2003
Bachelor of Arts (BA), Business Administration

Western High School

Kevin Baqai Kevin Baqai Miami/Fort Lauderdale Area Details
Kevin Baqai's New York Life Insurance Company Experience April 2002 - December 2002
Job Executive Director at LATAM Games, LLC.
Industry Wholesale
Experience
LATAM Games LLC   July 2012 - Present
Proximo Games LLC.   May 2008 - June 2012
Game Quest International   May 2005 - February 2010
GameQuestDirect.com   May 1998 - November 2008
Game Quest   October 1989 - November 2008
New York Life Insurance Company   April 2002 - December 2002

Skills
Entrepreneurship, Online Advertising, Spanish, Competitive Analysis, Social Media, Multi-channel Marketing, Business Planning, Marketing Strategy, Latin America, Start-ups, Social Networking, Management, Strategic Planning, Investor Relations, Strategic Leadership, Business Strategy, Negotiation, Marketing, Video Games, Training, Retail, Business Development, Strategic Partnerships, Sales Management, Product Management, International Business, E-commerce, B2B, Go-to-market Strategy, Leadership, Product Marketing, New Business Development, International Sales, Strategy, P&L Management, Marketing Management, Executive Management, Market Analysis, Pricing, Direct Sales, Market Planning, CRM, Forecasting

Education
Cleveland State University   2000 — 2001
Continue Education, Communication, General

California State University-Fullerton   1994 — 1998
Bachelor of Arts, School of Business, Finance

Cathy Ortega Cathy Ortega Greater Los Angeles Area Details
Cathy Ortega's New York Life Insurance Company Experience January 2014 - February 2015
Job Inside Sales Coordinator
Industry Airlines/Aviation
Experience
Arvan Inc.   June 2015 - Present
New York Life Insurance Company   January 2014 - February 2015
Rapiscan Systems  August 2012 - December 2013
MorphoTrak, LLC  February 2010 - July 2012
MorphoTrak, LLC  April 2009 - February 2010
Motorola  March 2001 - April 2009
Printrak International Inc   July 1999 - March 2001
Ralphs Grocery Company  September 1989 - July 1999
Motion Picture Industry Pension & Health Plans  March 1999 - June 1999

Skills
Solution Selling, Program Management, Account Management, Customer Satisfaction, Sales, Salesforce.com, CRM, Customer Service, Security, Team Leadership, Training, Management, Business Development, Team Building, Leadership, Analysis, Microsoft Office, Time Management, Negotiation, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Contract Negotiation, Problem Solving, Customer Retention, Manufacturing, Accounts Receivable, Communication, Invoicing, Vendor Management, Research, Business Process..., Networking, Customer Relations, Pricing

Education
California State University-Los Angeles   1993 — 1997
BA, Sociology

Richard Arden Richard Arden Orlando, Florida Area Details
Richard Arden's New York Life Insurance Company Experience 2008 - 2009
Job Lead Financial Analyst at CHEP
Industry Business Supplies and Equipment
Experience
CHEP  June 2010 - Present
Robert Half Finance & Accounting  2009 - November 2010
New York Life Insurance Company   2008 - 2009
Arden Financial   2007 - 2008
Merrill Lynch  2005 - 2007
Universal Orlando  2003 - 2005
Sprint  1997 - 2002
Airtouch Cellular (Merged with other providers to become Verizon)   1996 - 1997
Risk Data Corporation (Merged with Fair Isaac in 2002)   1993 - 1996

Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Business - Concentration in Finance

John Douglas Romero Jr. John Douglas Romero Jr. Glendale, California Details
John Douglas Romero Jr.'s New York Life Insurance Company Experience October 2012 - Present
Job Hiring and Developing Entrepreneurial individuals for a career in financial services. ✔Mentorship ✔Development
Industry Financial Services
Experience
New York Life Insurance Company   October 2012 - Present

Skills
Series 7, Mentoring, Leadership, Training, Entrepreneurship, Business Planning, Marketing, Insurance, Analysis, Finance, Financial Services, Fixed Annuities, Strategic Financial..., Retirement Planning, Investments, Life Insurance, Retirement, Mutual Funds, Wealth Management, Consulting, Customer Service, Estate Planning, Sales

Education
California State University-Los Angeles   2008 — 2009
BS, Business Administration

Diamond Bar High School   2000 — 2001

Montebello High School   1998 — 2000

Calvary Chapel Downey   1997 — 1998

Bob Sumrall, CLU, ChFC, CAP Bob Sumrall, CLU, ChFC, CAP Greater Denver Area Details
Bob Sumrall, CLU, ChFC, CAP's New York Life Insurance Company Experience July 2003 - April 2005
Job National Vice President, Director of Agencies at Ameritas Life Insurance Company
Industry Insurance
Experience
Ameritas Life Insurance Company  February 2008 - Present
ING  2005 - 2007
New York Life Insurance Company   July 2003 - April 2005
MassMutual Financial Group  June 2001 - July 2003
AXA Equitable  November 1999 - June 2001
American General Life Insurance Company  April 1998 - November 1999
Pacific Life  February 1990 - April 1998
KFM Financial & Insurance Services Corporation   January 1987 - February 1990
New York Life Insurance Company   July 1984 - January 1987

Skills
401k, Account Management, Business Planning, Coaching, Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, New Business Development, Retirement, Retirement Planning, Sales, Sales Management, Series 7, Strategic Planning, Team Building, Term Life Insurance, Investments, Small Business

Education
The American College   2010 — 2015
Masters of Science in Financial Services (MSFS)

The American College   2010 — 2011
Chartered Advisor in Philanthropy (CAP)

The American College   1987 — 2003
Chartered Life Underwriter (CLU)

The American College   1987 — 2003
Chartered Financial Consultant (ChFC)

Western State University College of Law   1989 — 1992
Candidate for Juris Doctor (JD)

California State University-Long Beach   1977 — 1987
Bachelor's degree, Business Administration with option in Professional Accounting

Cypress College   1975 — 1978
Associate of Science (AS), LIfe Science with option in Pre-Medical Science

Ho Tran Ho Tran Richmond, Virginia Area Details
Ho Tran's New York Life Insurance Company Experience December 2008 - July 2009
Job Recruiter at American Income Life
Industry Financial Services
Experience
American Income Life  January 2011 - Present
Varga Media Solutions, Inc.   July 2009 - January 2011
New York Life Insurance Company   December 2008 - July 2009
Dell  June 2006 - September 2008

Skills
Business Communications, Recruitment/Retention, Office Management, Recruiting, Microsoft Excel, Marketing

Education
California State University-Fullerton - College of Business and Economics   2003 — 2008
BS, Management - Legal Studies

Lester Naohara Lester Naohara United States Details
Lester Naohara's New York Life Insurance Company Experience September 2009 - Present
Job
Industry Banking
Experience
New York Life Insurance Company   September 2009 - Present
East West Bank  2004 - January 2009
Far East National Bank  1993 - 2004
Sunrise Bank of California   1991 - 1993
Imperial Bank  1974 - 1991

Education
California State University-Dominguez Hills   1969 — 1974

Edward Chanda Edward Chanda Irvine, California Details
Edward Chanda's New York Life Insurance Company Experience February 2008 - July 2008
Job Customer Success Coach Team Lead at Kareo
Industry Consumer Services
Experience
Kareo  May 2015 - Present
Kareo  October 2014 - May 2015
Kareo  April 2014 - October 2014
Kareo  January 2013 - April 2014
Kareo  January 2012 - January 2013
Chungdahm Learning  July 2010 - July 2011
Buffalo Wild Wings  August 2009 - June 2010
New York Life Insurance Company   February 2008 - July 2008
G4S Justice Services, LLC  December 2005 - June 2007

Skills
Customer Service, Salesforce.com, Sales, Customer Satisfaction, Microsoft Office, Process Improvement, Account Management, Leadership, Outlook, Training, Troubleshooting, Team Leadership, Social Networking, Call Centers, Public Speaking, PowerPoint, Team Building, Microsoft Word, Data Entry, Time Management, Microsoft Excel, Software Documentation, Management, Coaching, Access, Insurance, Data Analysis, Customer Retention, Teamwork, Inventory Management, Marketing, Customer Experience, Event Planning, Invoicing, Networking, Social Media, CRM, Project Management, Healthcare, Customer Support, Windows, Camtasia, System Administration, GoToMeeting

Education
California State University-Fullerton   2003 — 2006
BA, Communications

David Muma David Muma Greater Minneapolis-St. Paul Area Details
David Muma's New York Life Insurance Company Experience January 2012 - Present
Job Dedicated Financial Services Professional helping to protect families, businesses and retirees in Minnesota and Wisc.
Industry Financial Services
Experience
New York Life Insurance Company   January 2012 - Present
BASF  June 2010 - March 2012
BASF Automotive Refinish   May 2008 - December 2011
EDC Enterprises, Inc.   September 2003 - May 2008
3M Automotive Aftermarket Division  January 1982 - September 2003
3M Automotive Aftermarket Division  1982 - 2003
3M Company  1981 - 2003

Skills
Business Development, Marketing, Contract Negotiation, Product Development, Coatings, Account Management, Sales, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Adhesives, Cross-functional Team..., Life Insurance, B2B Sales, Marketing..., Financial Services, Retirement Planning, B2B, Negotiation, Team Building, Business Planning, Leadership, Sales Operations, B2B Sales, Marketing...

Education
University of St. Thomas - Graduate School of Business   1995 — 1997
MBA, Management

University of St. Thomas - Opus College of Business   1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General

California State University-Fullerton   1975 — 1980
Bachelor's Degree, Communications

Brian H Dinh Brian H Dinh Orange County, California Area Details
Brian H Dinh's New York Life Insurance Company Experience 2012 - 2015
Job Financial Services Professional
Industry Insurance
Experience
New York Life Insurance Company   2012 - 2015
Strategic Pension Services   September 2008 - January 2011

Skills
401k, Plan Administration, Profit Sharing, OMNI, Pension Administration, Retirement Services, Retirement Plan..., Trust Accounting, Plan Design, Retirement, Pensions, Tax Reporting, Employee Benefits, Benefits Administration, Conversions, Compliance, Record Keeping, Client Service, Reconciliations, Cash

Education
California State University-Long Beach   1981 — 1992
Bachelor of Science, Finance

Dana Deth Dana Deth Fontana, California Details
Dana Deth's New York Life Insurance Company Experience October 2011 - November 2011
Job Supervisor at Superstar Mart
Industry Retail
Experience
New York Life Insurance Company   October 2011 - November 2011
CSUF Student Managed Investment Fund   August 2010 - August 2011
Superstar Mart   June 2007 - May 2011
Chaffey Community College  January 2009 - May 2009
Volunteer Income Tax Assistance Program by IRS   January 2009 - April 2009
Chaffey Community College  September 2008 - December 2008
7-Eleven  June 2005 - June 2007

Skills
Word, Excel, Microsoft Office, PowerPoint, Customer Service, Accounting, Data Entry, Cashiering, Outlook, Inventory Management, Tax Return Preparation, Typing, Simply Accounting, Cash Handling, Telephone Skills, Spreadsheets, Teamwork, Non-profits, Retail, Cash Receipts, Income Tax, English, Financial Accounting, Cash

Education
CFA Institute   2010 — 2012
CFA Level II Candidate, Investment

California State University-Fullerton   2009 — 2011
Bachelor of Arts in Business Administration (Cum Laude Honor), Finance; Concentration: Investments

Cecilia Bolbolian Cecilia Bolbolian Greater Los Angeles Area Details
Cecilia Bolbolian's New York Life Insurance Company Experience August 2008 - Present
Job Recruiting & Marketing ManagerLatino Market Development
Industry Financial Services
Experience
New York Life Insurance Company   August 2008 - Present
National Latina Business Women Association- Inland Empire   July 2014 - Present
CB Solutions Real Estate   July 2008 - May 2012
Fullerton Superior Court   1990 - 2000

Skills
Investments, Mortgage Lending, FHA, First Time Home Buyers, Finance, Foreclosures, Home, Leadership, Investors, Insurance, Business Planning, Investment Properties, Recruiting, Retirement Planning, Loans, Real Estate, Refinance, Training, Public Speaking, Real Estate Transactions

Education
Nogales High School   1984 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

California State University-Fullerton
Business/Commerce, General

Mt. San Antonio College
Associate's Degree, Law

University of Phoenix
Business/Managerial Economics

Kenneth Kegel Kenneth Kegel Orange County, California Area Details
Kenneth Kegel's New York Life Insurance Company Experience October 2009 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC  February 2010 - Present
New York Life Insurance Company   October 2009 - Present

Education
Chapman University   1996 — 1998
MA, Educational Administration

California State University-Fullerton   1980 — 1984
Bachelor of Arts (B.A.), Biology

Alexander Natanson Alexander Natanson Irvine, California Details
Alexander Natanson's New York Life Insurance Company Experience January 2012 - January 2013
Job Summer Research Intern at InterAmerican Development Bank
Industry International Trade and Development
Experience
Inter-American Development Bank  June 2015 - Present
University of Michigan  September 2014 - Present
California State University, Fullerton  September 2013 - August 2014
INTERNATIONAL PERUVIAN ASSOCIATION OF CULTURE, APIC   January 2011 - January 2014
ING Investment Management  December 2010 - December 2013
New York Life Insurance Company   January 2012 - January 2013
UC Santa Cruz  January 2008 - December 2009
UC Santa Cruz  September 2007 - June 2009
R&P Pharmacy   January 2002 - August 2006

Skills
Term Life Insurance, Retirement Planning, Investments, Insurance, Proficient in Eviews,..., Health Insurance, Fixed Annuities, Strategic Financial..., Management, Analysis, Nonprofits, Risk Management, Financial Planning, Public Speaking, Data Analysis

Education
California State University-Fullerton   2012 — 2014
Master of Arts (M.A.), Development and Natural Resources Economics

University of California, Santa Cruz   2006 — 2010
Bachelor's degree, Pure Mathematics

University of California, Santa Cruz   2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government

Orange Coast College   2002 — 2006
Associate of Arts (A.A.), Physics

University of Michigan
Environmental Science (Public Policy) - Economics, School of Natural Resources and Environment

Francis Alba Francis Alba Glendale, California Details
Francis Alba's New York Life Insurance Company Experience July 2010 - Present
Job Agent at New York Life Insurance Company helping families and business owners develop a strategic financial strategy
Industry Financial Services
Experience
New York Life Insurance Company   July 2010 - Present
Sunny Days  March 2009 - May 2010
Chili's  October 2005 - December 2008

Skills
Licensed Life and..., Life Insurance..., Long Term Care Insurance, Retirement Income..., Business Exit Strategy, 401k Rollovers, Small Business, Customer Satisfaction, Personal Finance, Problem Solving, Optimization, Business Planning

Education
California State University-Fullerton   2003 — 2008
Bachelor's Degree, Psychology

California State University-Fullerton   2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Psychology

Lynnelle Trafton Lynnelle Trafton Greater Los Angeles Area Details
Lynnelle Trafton's New York Life Insurance Company Experience March 1987 - October 2006
Job Legacy Identity Coordinator at Broyles/Trafton Inc.
Industry Telecommunications
Experience
Broyles/Trafton Inc.   January 2007 - Present
New York Life Insurance Company   March 1987 - October 2006
New York Life Insurance Company   March 1987 - October 2006

Education
California State University-Fullerton   1983 — 1984
Music

Aubrey Nelson Aubrey Nelson Greater Los Angeles Area Details
Aubrey Nelson's New York Life Insurance Company Experience 2011 - 2011
Job Assistant Manager at US Bank
Industry Banking
Experience
US Bank  2011 - Present
New York Life Insurance Company   2011 - 2011
New York Life Insurance Company   2010 - 2011
Allergan, Inc  2005 - 2006
Underwriters Laboratories, Inc  2004 - 2005
Platinum One Net, Inc   2000 - 2003

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2007 — 2010
Bachelor of Arts, Business Administration, Finance

Santiago Community College   2001 — 2004
Associate of Arts, Liberal Arts, With Honors

Taylor Curtius Taylor Curtius Orange County, California Area Details
Taylor Curtius's New York Life Insurance Company Experience August 2010 - June 2012
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   March 2015 - September 2015
JPMorgan Chase Bank, N.A.   July 2012 - March 2015
New York Life Insurance Company   August 2010 - June 2012
Poly Enterprises   July 2006 - August 2010

Education
California State University-Fullerton - College of Business and Economics   2008 — 2010
Finance, Investments, Insurance

La Mirada High School

Elayne Dirkx Elayne Dirkx Greater Los Angeles Area Details
Elayne Dirkx's New York Life Insurance Company Experience 1990 - 1995
Job A writer never really retires...
Industry Writing and Editing
Experience
Joy's Writing Team   November 2003 - Present
Joy's Writing Team   July 1977 - Present
The Help Group  May 2002 - November 2003
3M  December 2000 - January 2002
C & F Construction, Inc.   January 1998 - October 2000
Holigan Homes   November 1995 - June 1998
New York Life Insurance Company   1990 - 1995
Chilton Credit Company/TRW   January 1989 - December 1990
Hanson Research Corporation  October 1986 - May 1988

Skills
Supplier Negotiations, Purchasing Management, Business Management, Construction Management, Writing, Promotional Copy

Education
California State University-Fullerton - College of Business and Economics   1991 — 1994
English

The University of Texas at Dallas   1989 — 1990
Business

California State Univesity-Northridge   1986 — 1988
Health Science

California State University-Hayward   1985 — 1986
Health Science

California State University-Northridge   1983 — 1985
Undeclared

Nina Luong Nina Luong San Francisco Bay Area Details
Nina Luong's New York Life Insurance Company Experience July 2010 - Present
Job Insurance agent/registered rep at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2010 - Present
council on aging  1995 - 2003

Education
California State University-East Bay   1991 — 1995
BS degreee in nursing, registered nurse

Jeffrey Ricketts Jeffrey Ricketts Orange County, California Area Details
Jeffrey Ricketts's New York Life Insurance Company Experience February 1979 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 1979 - Present

Education
California State University-Fullerton   1973 — 1978
Bachelor Of Arts In Business Administration, Marketing/Economics

Tony Bolado Tony Bolado Orange County, California Area Details
Tony Bolado's New York Life Insurance Company Experience January 1986 - Present
Job Financial Services Professional at New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Company   January 1986 - Present
New York Life Insurance Co.  January 1986 - Present

Education
California State University-Long Beach   1978 — 1983

Mariselle Moscoso Mariselle Moscoso Los Angeles, California Details
Mariselle Moscoso's New York Life Insurance Company Experience July 2012 - January 2013
Job Intern at UCLA Health
Industry Hospital & Health Care
Experience
UCLA Health  July 2013 - Present
New York Life Insurance Company   July 2012 - January 2013
Bally Total Fitness  July 2010 - January 2012
LA Fitness  March 2010 - May 2010
Hamilton Sundstrand  January 2010 - January 2010
GNC  October 2009 - January 2010
City of Riverside  July 2009 - September 2009

Skills
Program Management, Sales, Project Planning, Environmental Awareness, Sales Management, ArcGIS, Public Speaking, Strategic Planning, Leadership, Nonprofits, Fundraising, Community Outreach, Event Planning, Customer Service, Microsoft Office, Research

Education
California State University-Long Beach   2013 — 2013
Certificate, Medical Billing & Coding

University of California, Riverside   2008 — 2011
Bachelor of Arts (B.A.), Public Policy

L. E. Rusty McCalley L. E. Rusty McCalley Blythe, California Details
L. E. Rusty McCalley's New York Life Insurance Company Experience July 1977 - Present
Job Agent, New York Life, Registered Rep NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  1986 - Present
New York Life Insurance Company   July 1977 - Present

Skills
Financial Services, Life Insurance, Retirement Planning, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Protection, Business Insurance..., Licensed in Long Term..., Education Funding..., Estate Planning

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1963 — 1970
Bachelor's Degree, Public Administration & Economics

Dillon Allen Dillon Allen Orange County, California Area Details
Dillon Allen's New York Life Insurance Company Experience May 2012 - November 2012
Job Program Cost & Schedule Analyst
Industry Aviation & Aerospace
Experience
Northrop Grumman Corporation  December 2012 - Present
New York Life Insurance Company   May 2012 - November 2012
24 Hour Fitness  April 2009 - August 2011
24 Hour Fitness  July 2006 - April 2009
Northrop Grumman Space Technology  June 2008 - August 2008
24 Hour Fitness  September 2005 - June 2006

Skills
Licensed Life & Health..., Six Sigma, Business Analysis, Sales, Finance, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, Program Management, Financial Services, Strategic Financial..., SAP, Life Insurance

Education
California State University-Long Beach   2005 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services

Amrita Gill Amrita Gill San Francisco Bay Area Details
Amrita Gill's New York Life Insurance Company Experience May 2012 - July 2012
Job Senior Accountant at Veritas Investments Inc
Industry Real Estate
Experience
Veritas Investments Inc  November 2014 - Present
Alliant International University  April 2014 - November 2014
Anka Behavioral Health, Inc.   February 2013 - March 2014
Kennedy Wilson  October 2012 - January 2013
New York Life Insurance Company   May 2012 - July 2012
Euro Style  2011 - 2012

Skills
QuickBooks, Fixed Assets, General Ledger, Accruals, Microsoft Word, Cost Accounting, Variance Analysis, Year-end Close, Microsoft Office, GAAP, Mas 90

Education
California State University-Hayward - School of Business and Economics
Bachelor's degree, Accounting and Finance

denny hoang denny hoang San Francisco Bay Area Details
denny hoang's New York Life Insurance Company Experience March 1998 - September 2001
Job Owner Operator at GS Transportation Inc
Industry Transportation/Trucking/Railroad
Experience
GS Transportation Inc   August 2009 - Present
New York Life Insurance Company   March 1998 - September 2001

Education
Cal State Hayward   1994 — 2001
Bachelor of Applied Science (BASc), Biology, General

Kimberly Mak Kimberly Mak Long Beach, California Details
Kimberly Mak's New York Life Insurance Company Experience October 2012 - Present
Job Life Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2012 - Present

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

Education
California State University-Fullerton
Bachelor of Arts (B.A.), Criminal Justice