New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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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
Bryan Cunningham Bryan Cunningham's New York Life Insurance Company Experience November 2008 - Present
Job Partner
Industry Financial Services
Experience
New York Life January 2013 - Present
New York Life Insurance Company November 2008 - Present
Santa Clarita Chamber of Commerce January 2005 - Present
Phi Gamma Delta January 1993 - Present
Walker Financial Partners October 2007 - November 2008
Independent Capital managment July 1997 - October 2007
Skills
Leadership, Insurance, Business Planning, Training, Small Business, Finance, Recruiting, Financial Services, Fixed Annuities, Interviews, Investments, Retirement Planning, Sales, Management, Long-term Care, Strategic Planning, Public Speaking, Team Building, Sales Management, Securities, Time Management, Retirement, Estate Planning, Customer Service, Life Insurance, 401k, Disability Insurance, Mutual Funds, Term Life Insurance, Social Networking, Entrepreneurship, Financial Planners, Employee Benefits, IRAs, Long Term Care Insurance, Succession Planning, Executive Management, Leadership Development, Coaching, Series 7, Personal Finance, Fundraising, Variable Annuities, 401k Rollovers
Education
California State University-Northridge 1991 — 1997
BA, Communications
Notre Dame High School 1987 — 1993
business
First Lutheran 1982 — 1987
New York Life January 2013 - Present
New York Life Insurance Company November 2008 - Present
Santa Clarita Chamber of Commerce January 2005 - Present
Phi Gamma Delta January 1993 - Present
Walker Financial Partners October 2007 - November 2008
Independent Capital managment July 1997 - October 2007
Skills
Leadership, Insurance, Business Planning, Training, Small Business, Finance, Recruiting, Financial Services, Fixed Annuities, Interviews, Investments, Retirement Planning, Sales, Management, Long-term Care, Strategic Planning, Public Speaking, Team Building, Sales Management, Securities, Time Management, Retirement, Estate Planning, Customer Service, Life Insurance, 401k, Disability Insurance, Mutual Funds, Term Life Insurance, Social Networking, Entrepreneurship, Financial Planners, Employee Benefits, IRAs, Long Term Care Insurance, Succession Planning, Executive Management, Leadership Development, Coaching, Series 7, Personal Finance, Fundraising, Variable Annuities, 401k Rollovers
Education
California State University-Northridge 1991 — 1997
BA, Communications
Notre Dame High School 1987 — 1993
business
First Lutheran 1982 — 1987
Tom Bouwkamp Tom Bouwkamp's New York Life Insurance Company Experience January 2015 - May 2015
Job Compliance Analyst at FormulaFolio Investments, LLC.
Industry
Experience
FormulaFolio Investments, LLC. June 2015 - Present
New York Life Insurance Company January 2015 - May 2015
Knight Investment Management of Calvin College September 2013 - May 2015
Vermeer Corporation May 2013 - September 2014
Calvin College September 2011 - November 2013
Skills
Teamwork, Public Speaking, Facebook, Finance, Microsoft Word, Economics, Leadership, Data Analysis, Market Research, Social Media, Team Building, Adept problem-solver, Market Analysis, Wealth Management, Business Planning, Budgeting, Financial Accounting, Microsoft Office, RStudio, Stata, Glovia, SharePoint, International..., International Economics, Poverty Studies, Financial Services, International Compliance, Regulatory Compliance, Microsoft Excel
Education
Calvin College 2011 — 2015
Bachelor of Arts (BA) Honors in Economics, Economics, Business, & Chinese Studies
FormulaFolio Investments, LLC. June 2015 - Present
New York Life Insurance Company January 2015 - May 2015
Knight Investment Management of Calvin College September 2013 - May 2015
Vermeer Corporation May 2013 - September 2014
Calvin College September 2011 - November 2013
Skills
Teamwork, Public Speaking, Facebook, Finance, Microsoft Word, Economics, Leadership, Data Analysis, Market Research, Social Media, Team Building, Adept problem-solver, Market Analysis, Wealth Management, Business Planning, Budgeting, Financial Accounting, Microsoft Office, RStudio, Stata, Glovia, SharePoint, International..., International Economics, Poverty Studies, Financial Services, International Compliance, Regulatory Compliance, Microsoft Excel
Education
Calvin College 2011 — 2015
Bachelor of Arts (BA) Honors in Economics, Economics, Business, & Chinese Studies
Carrie Kopp Jordan's New York Life Insurance Company Experience January 2014 - April 2015
Job Management, Client Relations, & Operations Specialist
Industry Internet
Experience
New York Life Insurance Company January 2014 - April 2015
OpenTable January 2013 - January 2014
OpenTable September 2010 - January 2013
OpenTable August 2008 - September 2011
The Coffee Bean & Tea Leaf 2005 - 2008
P.F. Chang's China Bistro September 2001 - June 2004
Skills
Employee Management, Employee Engagement, Employee Training, Client Development, Customer Engagement, Key Account Management, Customer Retention, Retirement Planning, Public Speaking, Wealth Preservation..., Estate Planning, Business Succession..., Insurance, Education Funding..., Licensed Life Insurance..., Succession Planning, Account Management, Building Relationships, Customer Satisfaction, IRA Rollovers, Permanent Life Insurance, Customer Service, Social Media, 401k Rollovers
Education
Walden University 2005 — 2008
BSBA, Business
Pasadena City College 2002 — 2003
General Education
California State University-Northridge 1989 — 1991
Bachelor of Science, Business Management
New York Life Insurance Company January 2014 - April 2015
OpenTable January 2013 - January 2014
OpenTable September 2010 - January 2013
OpenTable August 2008 - September 2011
The Coffee Bean & Tea Leaf 2005 - 2008
P.F. Chang's China Bistro September 2001 - June 2004
Skills
Employee Management, Employee Engagement, Employee Training, Client Development, Customer Engagement, Key Account Management, Customer Retention, Retirement Planning, Public Speaking, Wealth Preservation..., Estate Planning, Business Succession..., Insurance, Education Funding..., Licensed Life Insurance..., Succession Planning, Account Management, Building Relationships, Customer Satisfaction, IRA Rollovers, Permanent Life Insurance, Customer Service, Social Media, 401k Rollovers
Education
Walden University 2005 — 2008
BSBA, Business
Pasadena City College 2002 — 2003
General Education
California State University-Northridge 1989 — 1991
Bachelor of Science, Business Management
Josette Hill Josette Hill's New York Life Insurance Company Experience January 2007 - December 2009
Job Tax Expert at H&R Block
Industry Real Estate
Experience
Mary Kay Inc. November 2014 - Present
LegalShield Official January 2014 - Present
H&R Block December 2010 - Present
Investor Alliance Asset Management Group June 2010 - Present
Hill & Sons Homebuyers, LLC July 2007 - Present
ctreia 2010 - 2014
Combined Insurance 2012 - 2013
Insphere Insurance Solutions June 2011 - 2013
New York Life Insurance Company January 2007 - December 2009
Skills
Tax Expert, Business Analysis, Personal Finance, Financial Planners, Insurance, Estate Planning, Customer Service, Negotiation, Strategic Planning, Team Building, Banking, Microsoft Excel, Risk Management, Microsoft Office, Budgets, Accounting, New Business Development, Coaching, Business Development, Business Planning, Investments, Marketing Strategy, Analysis, Financial Analysis, PowerPoint, Portfolio Management, Time Management, Access, Contract Negotiation, Start-ups, Real Estate, 401k, Asset Management, Business Strategy, Finance, Mergers & Acquisitions, Real Estate Transactions, Sales, Investors, Selling, Training, Customer Satisfaction, Strategic Financial..., Process Improvement, Retail, Leadership, Mortgage Lending, Management, Public Speaking, Investment Properties
Education
Goodwin College 2014 — 2016
Associate of Science (AS), Registered Nursing/Registered Nurse
Capital Community College 2013 — 2014
State Certification, Nursing Assistant/Aide and Patient Care Assistant/Aide
University of Hartford 2008 — 2010
Associates, Business Entreprenuerial Development
Mary Kay Inc. November 2014 - Present
LegalShield Official January 2014 - Present
H&R Block December 2010 - Present
Investor Alliance Asset Management Group June 2010 - Present
Hill & Sons Homebuyers, LLC July 2007 - Present
ctreia 2010 - 2014
Combined Insurance 2012 - 2013
Insphere Insurance Solutions June 2011 - 2013
New York Life Insurance Company January 2007 - December 2009
Skills
Tax Expert, Business Analysis, Personal Finance, Financial Planners, Insurance, Estate Planning, Customer Service, Negotiation, Strategic Planning, Team Building, Banking, Microsoft Excel, Risk Management, Microsoft Office, Budgets, Accounting, New Business Development, Coaching, Business Development, Business Planning, Investments, Marketing Strategy, Analysis, Financial Analysis, PowerPoint, Portfolio Management, Time Management, Access, Contract Negotiation, Start-ups, Real Estate, 401k, Asset Management, Business Strategy, Finance, Mergers & Acquisitions, Real Estate Transactions, Sales, Investors, Selling, Training, Customer Satisfaction, Strategic Financial..., Process Improvement, Retail, Leadership, Mortgage Lending, Management, Public Speaking, Investment Properties
Education
Goodwin College 2014 — 2016
Associate of Science (AS), Registered Nursing/Registered Nurse
Capital Community College 2013 — 2014
State Certification, Nursing Assistant/Aide and Patient Care Assistant/Aide
University of Hartford 2008 — 2010
Associates, Business Entreprenuerial Development
Trent Eskew Trent Eskew's New York Life Insurance Company Experience May 2012 - July 2012
Job Project Coordinator at Pacific Housing Inc.
Industry Real Estate
Experience
Pacific Housing Inc. January 2014 - Present
Pacific Housing Inc. May 2013 - July 2013
New York Life Insurance Company May 2012 - July 2012
Skills
Time Management, Teamwork, Customer Service, Leadership, Marketing Communications, Market Research, Data Analysis, SPSS, Microsoft Office, Project Management, Social Networking, Budgets, Public Speaking, Event Planning, Presentations, Microsoft Word, PowerPoint, Team Building, Microsoft Excel, Marketing, Nonprofits
Education
California State University-Sacramento 2009 — 2013
Bachelor of Science (BS), Business Administration - Marketing
Pacific Housing Inc. January 2014 - Present
Pacific Housing Inc. May 2013 - July 2013
New York Life Insurance Company May 2012 - July 2012
Skills
Time Management, Teamwork, Customer Service, Leadership, Marketing Communications, Market Research, Data Analysis, SPSS, Microsoft Office, Project Management, Social Networking, Budgets, Public Speaking, Event Planning, Presentations, Microsoft Word, PowerPoint, Team Building, Microsoft Excel, Marketing, Nonprofits
Education
California State University-Sacramento 2009 — 2013
Bachelor of Science (BS), Business Administration - Marketing
Karl Kniseley III Karl Kniseley III's New York Life Insurance Company Experience 2015 - Present
Job Financial Professional and Life Insurance Agent
Industry Insurance
Experience
New York Life Insurance Company 2015 - Present
ACE Group April 2013 - May 2014
Blair & Company October 2010 - January 2013
Crawford & Company May 2008 - October 2010
Zurich North America October 2005 - May 2008
Skills
Claim, Liability, Claims Management, Claim Investigation, Litigation Management, Commercial Lines, Commercial Insurance, Claims Resolution, Insurance, Casualty, Liability Analysis, Property & Casualty..., Claims Handling, Insurance Adjusting, Adjusters, General Insurance, Legal Liability, Property, Life Insurance, Retirement Planning, Finance, Fixed Annuities, 401k Rollovers, College Savings Plans, Asset Protection, Estate Planning
Education
University of California, Irvine 1990 — 1992
B.A., Biology and Fine Arts
California State University-Northridge 1984 — 1990
Biology/Biological Sciences, General
New York Life Insurance Company 2015 - Present
ACE Group April 2013 - May 2014
Blair & Company October 2010 - January 2013
Crawford & Company May 2008 - October 2010
Zurich North America October 2005 - May 2008
Skills
Claim, Liability, Claims Management, Claim Investigation, Litigation Management, Commercial Lines, Commercial Insurance, Claims Resolution, Insurance, Casualty, Liability Analysis, Property & Casualty..., Claims Handling, Insurance Adjusting, Adjusters, General Insurance, Legal Liability, Property, Life Insurance, Retirement Planning, Finance, Fixed Annuities, 401k Rollovers, College Savings Plans, Asset Protection, Estate Planning
Education
University of California, Irvine 1990 — 1992
B.A., Biology and Fine Arts
California State University-Northridge 1984 — 1990
Biology/Biological Sciences, General
Anita Lee Anita Lee's New York Life Insurance Company Experience 2006 - 2007
Job Talent Acquisition Manager US at Criteo
Industry Internet
Experience
Criteo December 2012 - Present
Siegel+Gale February 2011 - December 2012
The Walt Disney Company September 2008 - February 2011
Decurion Corporation 2007 - 2008
New York Life Insurance Company 2006 - 2007
GoldSign, LLC 2004 - 2006
Skills
Internal Communications, Marketing Strategy, Recruiting, Incentive Programs, Research, Temporary Staffing, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Corporate Recruiting, SAP, Taleo, Kenexa, Lexis Nexis, ADP Payroll, AS400 system, Training, Digital Strategy, Online Advertising, Talent Management, Human Resources, Digital Media, Digital Marketing, Strategy, Temporary Placement, Management, Social Media, Onboarding, Advertising
Education
California State University-Northridge
Criteo December 2012 - Present
Siegel+Gale February 2011 - December 2012
The Walt Disney Company September 2008 - February 2011
Decurion Corporation 2007 - 2008
New York Life Insurance Company 2006 - 2007
GoldSign, LLC 2004 - 2006
Skills
Internal Communications, Marketing Strategy, Recruiting, Incentive Programs, Research, Temporary Staffing, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Corporate Recruiting, SAP, Taleo, Kenexa, Lexis Nexis, ADP Payroll, AS400 system, Training, Digital Strategy, Online Advertising, Talent Management, Human Resources, Digital Media, Digital Marketing, Strategy, Temporary Placement, Management, Social Media, Onboarding, Advertising
Education
California State University-Northridge
Scott Slusser's New York Life Insurance Company Experience February 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company February 2014 - Present
Tony's Roofcare May 2011 - February 2014
Washington Cedar & Supply August 2006 - April 2011
MassMutual Financial Group April 2006 - August 2006
Edward Jones January 2006 - April 2006
Skills
Small Business, Retirement, Retirement Planning, Life Insurance, Investments, Mutual Funds, 401(k), Variable Annuities, Long Term Care Insurance, Estate Planning, Team Building, Sales, Microsoft Office, Leadership, Customer Service, Finance
Education
Capella University 2009 — 2011
MBA, Corporate Finance
Central Washington University 2000 — 2005
B.S., Geology, Finance
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company February 2014 - Present
Tony's Roofcare May 2011 - February 2014
Washington Cedar & Supply August 2006 - April 2011
MassMutual Financial Group April 2006 - August 2006
Edward Jones January 2006 - April 2006
Skills
Small Business, Retirement, Retirement Planning, Life Insurance, Investments, Mutual Funds, 401(k), Variable Annuities, Long Term Care Insurance, Estate Planning, Team Building, Sales, Microsoft Office, Leadership, Customer Service, Finance
Education
Capella University 2009 — 2011
MBA, Corporate Finance
Central Washington University 2000 — 2005
B.S., Geology, Finance
Dina Domantay's New York Life Insurance Company Experience November 2012 - April 2013
Job Human Services and Literacy Advocate
Industry Government Administration
Experience
State of Nebraska August 2015 - Present
City and County of Denver May 2015 - July 2015
JPMorgan Chase May 2013 - April 2015
New York Life Insurance Company November 2012 - April 2013
Charming Charlie March 2012 - January 2013
Wells Fargo April 2008 - November 2011
Skills
Customer Service, Outlook, PowerPoint, Word, Retail, Excel, Data Entry, Microsoft Office, Social Networking, Time Management, Telephone Skills, Facebook, Microsoft Excel, Research, Access, Leadership, Microsoft Word, Public Speaking, Data Analysis, Event Planning, English, Sales, Critical Thinking, Teamwork
Education
Capella University 2015 — 2017
Master of Science (M.S.), Human Services, Social and Community Services
University of South Florida
Bachelor of General Studies (B.G.S.), Public Administration
State of Nebraska August 2015 - Present
City and County of Denver May 2015 - July 2015
JPMorgan Chase May 2013 - April 2015
New York Life Insurance Company November 2012 - April 2013
Charming Charlie March 2012 - January 2013
Wells Fargo April 2008 - November 2011
Skills
Customer Service, Outlook, PowerPoint, Word, Retail, Excel, Data Entry, Microsoft Office, Social Networking, Time Management, Telephone Skills, Facebook, Microsoft Excel, Research, Access, Leadership, Microsoft Word, Public Speaking, Data Analysis, Event Planning, English, Sales, Critical Thinking, Teamwork
Education
Capella University 2015 — 2017
Master of Science (M.S.), Human Services, Social and Community Services
University of South Florida
Bachelor of General Studies (B.G.S.), Public Administration
Kabo K. Yezadzhyan Kabo K. Yezadzhyan's New York Life Insurance Company Experience July 2012 - Present
Job Life Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
Armenian-American Public Service Emplo December 2011 - Present
Diamond Globe Motors January 2006 - June 2011
Skills
Critical Thinking, Research, Problem Solving, retirement planning, Financial Planning, College Savings Plans, Annuities, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Series 6, Long-term Care, IRAs, Series 63, Wealth Management, 401k Rollovers, Wealth Accumulation, Asset Management, Financial Planners, Business Planning, 401k, Strategic Financial..., Insurance, Disability Insurance, Estate Planning, Financial Services, FINRA, Underwriting, Long Term Care Insurance, Finance, Whole Life, Universal Life, Wealth, Permanent Life Insurance, Key Person Insurance, Retirement Savings
Education
California State University-Northridge
Business Administration, Management and Operations
Hollywood Senior High School
New York Life Insurance Company July 2012 - Present
Armenian-American Public Service Emplo December 2011 - Present
Diamond Globe Motors January 2006 - June 2011
Skills
Critical Thinking, Research, Problem Solving, retirement planning, Financial Planning, College Savings Plans, Annuities, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Series 6, Long-term Care, IRAs, Series 63, Wealth Management, 401k Rollovers, Wealth Accumulation, Asset Management, Financial Planners, Business Planning, 401k, Strategic Financial..., Insurance, Disability Insurance, Estate Planning, Financial Services, FINRA, Underwriting, Long Term Care Insurance, Finance, Whole Life, Universal Life, Wealth, Permanent Life Insurance, Key Person Insurance, Retirement Savings
Education
California State University-Northridge
Business Administration, Management and Operations
Hollywood Senior High School
Rodney Muller Rodney Muller's New York Life Insurance Company Experience January 1980 - June 1982
Job Owner, Muller and Associates
Industry Insurance
Experience
Muller and Associates June 1982 - Present
New York Life Insurance Company January 1980 - June 1982
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Underwriting, Life Insurance, Customer Service, Sales, Medicare, Whole Life, Disability Insurance, Managed Care, Team Building, Brokers, Benefits Administration, COBRA, Long Term Care Insurance, Term Life Insurance, Small Business
Education
Calvin College 1972 — 1976
BA, History
Muller and Associates June 1982 - Present
New York Life Insurance Company January 1980 - June 1982
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Underwriting, Life Insurance, Customer Service, Sales, Medicare, Whole Life, Disability Insurance, Managed Care, Team Building, Brokers, Benefits Administration, COBRA, Long Term Care Insurance, Term Life Insurance, Small Business
Education
Calvin College 1972 — 1976
BA, History
Chelsea Mari's New York Life Insurance Company Experience January 2009 - January 2011
Job Senior Human Resources at Amazon
Industry Human Resources
Experience
Amazon October 2014 - Present
Farmers Insurance June 2012 - June 2014
New York Life Insurance Company January 2009 - January 2011
Circuit City November 2007 - November 2008
Father Joe's Villages June 2002 - June 2006
SELACO WIB January 2001 - January 2002
Skills
Human Resources, Recruiting, Talent Acquisition, Interviews, Training, Employee Benefits, Applicant Tracking..., Employee Relations, Hiring, College Recruiting, Performance Management, Sourcing, Team Building, Management, Onboarding, Temporary Placement, Strategic Planning, Business Development, Workers Compensation, Career Development, Temporary Staffing, HRIS, Career Counseling, Talent Management, Screening, Policy, Internet Recruiting, Payroll, Succession Planning, Employee Training, Cold Calling, Coaching, Technical Recruiting, Employee Engagement, Benefits Administration, Workforce Planning, Resume Writing, Building Relationships, New Hire Orientations, Social Networking
Education
Cornell University - Johnson Graduate School of Management 2004 — 2005
Certificate, Human Resources Management
Whittier Law School 1999 — 2001
Law
California State University-San Bernardino 1994 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Corona Del Sol
University of Phoenix
Master of Arts Degree, Organizational Management
Amazon October 2014 - Present
Farmers Insurance June 2012 - June 2014
New York Life Insurance Company January 2009 - January 2011
Circuit City November 2007 - November 2008
Father Joe's Villages June 2002 - June 2006
SELACO WIB January 2001 - January 2002
Skills
Human Resources, Recruiting, Talent Acquisition, Interviews, Training, Employee Benefits, Applicant Tracking..., Employee Relations, Hiring, College Recruiting, Performance Management, Sourcing, Team Building, Management, Onboarding, Temporary Placement, Strategic Planning, Business Development, Workers Compensation, Career Development, Temporary Staffing, HRIS, Career Counseling, Talent Management, Screening, Policy, Internet Recruiting, Payroll, Succession Planning, Employee Training, Cold Calling, Coaching, Technical Recruiting, Employee Engagement, Benefits Administration, Workforce Planning, Resume Writing, Building Relationships, New Hire Orientations, Social Networking
Education
Cornell University - Johnson Graduate School of Management 2004 — 2005
Certificate, Human Resources Management
Whittier Law School 1999 — 2001
Law
California State University-San Bernardino 1994 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Corona Del Sol
University of Phoenix
Master of Arts Degree, Organizational Management
James Gi James Gi's New York Life Insurance Company Experience August 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
BBCN Bank March 2009 - May 2012
Skills
Licensed Life Insurance..., Investments, Retirement Planning, Annuity Sales, 401k Rollovers, Asset Protection, Estate Planning, Small Business, Life Insurance, Protection..., Fixed Annuities, Finance, Retirement
Education
California State University-Northridge 2007 — 2012
Finance
New York Life Insurance Company August 2013 - Present
BBCN Bank March 2009 - May 2012
Skills
Licensed Life Insurance..., Investments, Retirement Planning, Annuity Sales, 401k Rollovers, Asset Protection, Estate Planning, Small Business, Life Insurance, Protection..., Fixed Annuities, Finance, Retirement
Education
California State University-Northridge 2007 — 2012
Finance
Randy Moothart's New York Life Insurance Company Experience June 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 June 2015 - Present
Prudential Financial November 2010 - July 2014
Prudential Financial April 2001 - November 2010
The Bank of New York 1999 - 2001
Skills
Asset Protection, 401k Rollovers, Business Exit Strategy, Social Media Marketing, Business Succession..., Estate Planning, Retirement Planning, Wealth Preservation..., Small Business, Licensed in Long Term..., Personal Finance, Business Development, Life Insurance..., Creative Problem Solving, Marketing, Lifetime Income..., Income Protection, Employee Benefits, Protection Planning, Gifting Strategies, Asset Management, Real Estate Economics
Education
California State University-San Bernardino
Bachelor of Applied Science (B.A.Sc.), Finance, General
UCLA
Real Estate Curriculum
The Academy of Radio and TV Broadcasting
Certificate, Radio and Television
New York Life Insurance Company June 2015 - Present
Prudential Financial November 2010 - July 2014
Prudential Financial April 2001 - November 2010
The Bank of New York 1999 - 2001
Skills
Asset Protection, 401k Rollovers, Business Exit Strategy, Social Media Marketing, Business Succession..., Estate Planning, Retirement Planning, Wealth Preservation..., Small Business, Licensed in Long Term..., Personal Finance, Business Development, Life Insurance..., Creative Problem Solving, Marketing, Lifetime Income..., Income Protection, Employee Benefits, Protection Planning, Gifting Strategies, Asset Management, Real Estate Economics
Education
California State University-San Bernardino
Bachelor of Applied Science (B.A.Sc.), Finance, General
UCLA
Real Estate Curriculum
The Academy of Radio and TV Broadcasting
Certificate, Radio and Television
Derek Spangler Derek Spangler's New York Life Insurance Company Experience March 2014 - Present
Job Agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company March 2014 - Present
Heritage Golf Club May 2008 - May 2014
Education
Capital University 2007 — 2011
Bachelor's Degree
Avery Elementary
New York Life Insurance Company March 2014 - Present
Heritage Golf Club May 2008 - May 2014
Education
Capital University 2007 — 2011
Bachelor's Degree
Avery Elementary
Clarence Wilson's New York Life Insurance Company Experience May 2007 - May 2008
Job Client Representative, JD, MBA
Industry Information Technology and Services
Experience
University of Notre Dame September 2013 - May 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Easy Foreign Language Institute August 2010 - May 2012
BNY Mellon June 2008 - July 2010
New York Life Insurance Company May 2007 - May 2008
Skills
Corporate Finance, Economics, Finance, Financial Analysis, Investments, Photography, Sales, Securities Regulation, Derivatives, Securities, Management, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Microsoft Word, Social Media
Education
University of Notre Dame - Mendoza College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance / Investments / Consulting
University of Notre Dame Law School 2012 — 2015
Doctor of Law (J.D.), Law
California University of Pennsylvania 2004 — 2007
Bachelor's degree, Finance, 3.89/4.0
University of Notre Dame September 2013 - May 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Easy Foreign Language Institute August 2010 - May 2012
BNY Mellon June 2008 - July 2010
New York Life Insurance Company May 2007 - May 2008
Skills
Corporate Finance, Economics, Finance, Financial Analysis, Investments, Photography, Sales, Securities Regulation, Derivatives, Securities, Management, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Microsoft Word, Social Media
Education
University of Notre Dame - Mendoza College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance / Investments / Consulting
University of Notre Dame Law School 2012 — 2015
Doctor of Law (J.D.), Law
California University of Pennsylvania 2004 — 2007
Bachelor's degree, Finance, 3.89/4.0
Todd L Middleton, ChFC®, CFP® Todd L Middleton, ChFC®, CFP®'s New York Life Insurance Company Experience April 2001 - Present
Job ..........Financial Adviser at Eagle Strategies LLC.......... Financial Planning | Retirement Planning | Insurance
Industry Financial Services
Experience
Eagle Strategies LLC January 2003 - Present
New York Life Insurance Company April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
Sunrise Community Church April 1996 - April 1998
Skills
Insurance, Retirement Planning, Estate Planning, Retirement, Life Insurance, Investments, 401k Rollovers, Licensed in Long-Term..., Series 7, Wealth Preservation..., Small Business, Key Person Protection, Succession Planning, Supplements to Employee...
Education
The American College 2005 — 2009
ChFC, Finance
Moody Bible Institute 1984 — 1985
Advanced Studies Certificate, Bible/Biblical Studies
Calvin College
Bachelor of Science (B.S.)
Eagle Strategies LLC January 2003 - Present
New York Life Insurance Company April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
Sunrise Community Church April 1996 - April 1998
Skills
Insurance, Retirement Planning, Estate Planning, Retirement, Life Insurance, Investments, 401k Rollovers, Licensed in Long-Term..., Series 7, Wealth Preservation..., Small Business, Key Person Protection, Succession Planning, Supplements to Employee...
Education
The American College 2005 — 2009
ChFC, Finance
Moody Bible Institute 1984 — 1985
Advanced Studies Certificate, Bible/Biblical Studies
Calvin College
Bachelor of Science (B.S.)
Doron Schnaid Doron Schnaid's New York Life Insurance Company Experience July 2009 - March 2012
Job Insurance Broker at Doron Schnaid Insurance Services
Industry Insurance
Experience
Doron Schnaid Insurance Services March 2012 - Present
New York Life Insurance Company July 2009 - March 2012
North Hollywood Framing, Inc. June 2002 - July 2009
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Retirement, Retirement Planning, Whole Life, Commercial Insurance
Education
California State University-Northridge 1988 — 1994
Bachelor of Science, Radio and Television
U.S. Grant High School 1985 — 1988
Doron Schnaid Insurance Services March 2012 - Present
New York Life Insurance Company July 2009 - March 2012
North Hollywood Framing, Inc. June 2002 - July 2009
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Retirement, Retirement Planning, Whole Life, Commercial Insurance
Education
California State University-Northridge 1988 — 1994
Bachelor of Science, Radio and Television
U.S. Grant High School 1985 — 1988
Benjamin Anglin Benjamin Anglin's New York Life Insurance Company Experience October 2014 - Present
Job Dedicated New York Life Agent helping to protect families, highnet worth individuals, retirees, & small business owners
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Ascend Insurance Agency April 2014 - October 2014
CRC Media West October 2013 - March 2014
Southwest Property Inspection 2003 - 2008
Professional Golfers Career College 2002 - 2003
ClubCorp 2001 - 2003
JC Resorts 1999 - 2001
McNeil Consumer Products 1996 - 1999
Skills
Asset Protection, Business Planning, Gifting Strategies, Income Protection, Lifetime Income ..., LGBT Planning, Key Person Protection, Building Effective..., Sales, Customer Service, Insurance, Public Speaking, Leadership, Budgets, Team Building, Advertising, Teaching, Fundraising, Event Management, Marketing, Public Relations, Social Media, Small Business, Strategic Planning
Education
California State University-San Bernardino
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies, Human Development Concentration
Professional Golfers Career College
Specialized Associate Degree, Professional Golf Management, Valedictorian
New York Life Insurance Company October 2014 - Present
Ascend Insurance Agency April 2014 - October 2014
CRC Media West October 2013 - March 2014
Southwest Property Inspection 2003 - 2008
Professional Golfers Career College 2002 - 2003
ClubCorp 2001 - 2003
JC Resorts 1999 - 2001
McNeil Consumer Products 1996 - 1999
Skills
Asset Protection, Business Planning, Gifting Strategies, Income Protection, Lifetime Income ..., LGBT Planning, Key Person Protection, Building Effective..., Sales, Customer Service, Insurance, Public Speaking, Leadership, Budgets, Team Building, Advertising, Teaching, Fundraising, Event Management, Marketing, Public Relations, Social Media, Small Business, Strategic Planning
Education
California State University-San Bernardino
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies, Human Development Concentration
Professional Golfers Career College
Specialized Associate Degree, Professional Golf Management, Valedictorian
Tairen Truong's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional helping individuals, families, and business owners to create, build, and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company November 2014 - Present
Rosemead Chamber 2015 - 2015
Rosemead Chamber 2015 - 2015
US Army July 2013 - November 2014
US Army June 2011 - July 2013
US Army November 2006 - July 2007
US Army October 2004 - October 2006
Skills
Business Relationship..., Life Insurance, Networking, Retirement Planning, Retirement, Personal Finance, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Leadership, Protection Planning, Annuity Sales, Charitable Giving, Lifetime Income..., Education Funding..., Financial Services, Variable Annuities, 401k Rollovers, Investments, Microsoft Excel, Management, Government, PowerPoint, Microsoft Office, Research, Analysis, Team Building, Training, Team Leadership, Customer Service
Education
California State University-Northridge 2007 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
University of California, Los Angeles 2007 — 2010
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company November 2014 - Present
Rosemead Chamber 2015 - 2015
Rosemead Chamber 2015 - 2015
US Army July 2013 - November 2014
US Army June 2011 - July 2013
US Army November 2006 - July 2007
US Army October 2004 - October 2006
Skills
Business Relationship..., Life Insurance, Networking, Retirement Planning, Retirement, Personal Finance, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Leadership, Protection Planning, Annuity Sales, Charitable Giving, Lifetime Income..., Education Funding..., Financial Services, Variable Annuities, 401k Rollovers, Investments, Microsoft Excel, Management, Government, PowerPoint, Microsoft Office, Research, Analysis, Team Building, Training, Team Leadership, Customer Service
Education
California State University-Northridge 2007 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
University of California, Los Angeles 2007 — 2010
Valerie D. Donahue's New York Life Insurance Company Experience 1989 - 1995
Job Corporate Accounts Director, Stericycle Communication Solutions
Industry Hospital & Health Care
Experience
Stericycle May 2009 - Present
RedBrick Health 2007 - 2009
CVS Caremark Corporation 2006 - 2007
Aetna 2001 - 2006
Aetna 1997 - 2001
Aetna 1995 - 1997
New York Life Insurance Company 1989 - 1995
Skills
Hospitals, Account Management, Healthcare, Salesforce.com, Sales Management, Strategic Planning, Managed Care, Marketing Strategy, Selling, Healthcare Industry, Coaching, Sales, Process Improvement, Leadership, Team Building, Relationship Management, Consultative Selling, Contract Negotiation, Employee Benefits, Hospital Revenue Cycle, Mentoring, Budgets, Mergers & Acquisitions, Strategic Partnerships, Management, Cross-functional Team..., Insurance, Start-ups, CRM, Manage Client..., C-Level Executive..., C-Level Sales, Customer Relations
Education
California State University-Los Angeles 1987 — 1988
Marketing/Marketing Management, General
West Los Angeles College 1984 — 1986
Associate of Arts, Business, Management, Marketing, and Related Support Services
Stericycle May 2009 - Present
RedBrick Health 2007 - 2009
CVS Caremark Corporation 2006 - 2007
Aetna 2001 - 2006
Aetna 1997 - 2001
Aetna 1995 - 1997
New York Life Insurance Company 1989 - 1995
Skills
Hospitals, Account Management, Healthcare, Salesforce.com, Sales Management, Strategic Planning, Managed Care, Marketing Strategy, Selling, Healthcare Industry, Coaching, Sales, Process Improvement, Leadership, Team Building, Relationship Management, Consultative Selling, Contract Negotiation, Employee Benefits, Hospital Revenue Cycle, Mentoring, Budgets, Mergers & Acquisitions, Strategic Partnerships, Management, Cross-functional Team..., Insurance, Start-ups, CRM, Manage Client..., C-Level Executive..., C-Level Sales, Customer Relations
Education
California State University-Los Angeles 1987 — 1988
Marketing/Marketing Management, General
West Los Angeles College 1984 — 1986
Associate of Arts, Business, Management, Marketing, and Related Support Services
Jacob Kludjian Jacob Kludjian's New York Life Insurance Company Experience March 2014 - Present
Job Licensed Service Assistant at Kaneski Associates Insurance and Financial Services
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
Skills
Finance, Preparing Business Cases, Emoney Advisor, Cost Accounting, Morningstar, Microsoft Office, Microsoft Excel, prezi, PowerPoint, Life Insurance, Financial Planning, Microsoft Word
Education
California State University-Sacramento 2014 — 2015
Bachelor's Degree, Finance, General
Humboldt State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
New York Life Insurance Company March 2014 - Present
Skills
Finance, Preparing Business Cases, Emoney Advisor, Cost Accounting, Morningstar, Microsoft Office, Microsoft Excel, prezi, PowerPoint, Life Insurance, Financial Planning, Microsoft Word
Education
California State University-Sacramento 2014 — 2015
Bachelor's Degree, Finance, General
Humboldt State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Amir Salah, MBA Amir Salah, MBA's New York Life Insurance Company Experience August 2006 - September 2007
Job Sales and Export Manager at AAA Imaging Solutions
Industry International Trade and Development
Experience
AAA Imaging Solutions July 2008 - Present
Coldwell Banker August 2013 - Present
Nationwide Business Credit March 2008 - July 2008
New York Life Insurance Company August 2006 - September 2007
Summer Winter Action Tours (SWAT) September 2002 - June 2006
Skills
Microsoft Office, Sales Management, New Business Development, Account Management, Marketing, Marketing Communications, Business Development, Sales Operations, Sales, Marketing Strategy, Product Development, B2B, Online Marketing, Customer Service, Product Marketing, Trade Shows
Education
University of Redlands 2009 — 2011
MBA, Global Business
California State University-San Bernardino - College of Business and Public Administration 2001 — 2006
Business Administration, Marketing
AAA Imaging Solutions July 2008 - Present
Coldwell Banker August 2013 - Present
Nationwide Business Credit March 2008 - July 2008
New York Life Insurance Company August 2006 - September 2007
Summer Winter Action Tours (SWAT) September 2002 - June 2006
Skills
Microsoft Office, Sales Management, New Business Development, Account Management, Marketing, Marketing Communications, Business Development, Sales Operations, Sales, Marketing Strategy, Product Development, B2B, Online Marketing, Customer Service, Product Marketing, Trade Shows
Education
University of Redlands 2009 — 2011
MBA, Global Business
California State University-San Bernardino - College of Business and Public Administration 2001 — 2006
Business Administration, Marketing
Harout Derounian Harout Derounian's New York Life Insurance Company Experience June 2013 - December 2014
Job Planning Analyst at Haas Automation, Inc.
Industry Financial Services
Experience
Haas Automation, Inc. March 2015 - August 2015
New York Life Insurance Company June 2013 - December 2014
Skills
SAP BW, Estate Planning, Retirement, Life Insurance, Insurance, Financial Planners, Retirement Planning, Customer Service, IRAs, Finance, Microsoft Office, Fixed Annuities, 401k Rollovers, Wealth Preservation..., Long Term Care Insurance, Permanent Life Insurance, Key Person Protection, Protection..., Financial Planning, Leadership, Roth IRA, Wealth Accumulation, Wealth Management, Gifting Strategies, Succession Planning, Sales, Asset Protection, Project Management, Financial Advisory, Microsoft Excel, Legacies, Strategic Planning, Multi-Gernerational..., Mutli-Generation Wealth..., Marketing, PowerPoint, Forecasting, Analysis, Management
Education
CSUN
Bachelor of Science (BS), Systems and Operations Mangement
Los Angeles Valley College
Associate of Arts (AA)
Haas Automation, Inc. March 2015 - August 2015
New York Life Insurance Company June 2013 - December 2014
Skills
SAP BW, Estate Planning, Retirement, Life Insurance, Insurance, Financial Planners, Retirement Planning, Customer Service, IRAs, Finance, Microsoft Office, Fixed Annuities, 401k Rollovers, Wealth Preservation..., Long Term Care Insurance, Permanent Life Insurance, Key Person Protection, Protection..., Financial Planning, Leadership, Roth IRA, Wealth Accumulation, Wealth Management, Gifting Strategies, Succession Planning, Sales, Asset Protection, Project Management, Financial Advisory, Microsoft Excel, Legacies, Strategic Planning, Multi-Gernerational..., Mutli-Generation Wealth..., Marketing, PowerPoint, Forecasting, Analysis, Management
Education
CSUN
Bachelor of Science (BS), Systems and Operations Mangement
Los Angeles Valley College
Associate of Arts (AA)
Erik Akerblom Erik Akerblom's New York Life Insurance Company Experience January 2013 - April 2015
Job Service Desk Analyst at New York Life Retirement Plan Services
Industry Financial Services
Experience
US Army January 2009 - Present
New York Life Insurance Company January 2013 - April 2015
YMCA June 2008 - September 2010
Skills
Army, Military, Civil Military..., Civil Affairs, Combat Lifesaver, Civil-military Relations, CIDNE, Internet Explorer, Lotus Notes, Microsoft Office, Remote Desktop, VPN, Windows XP Pro, Windows 7, Weapons Training, Military Operations, Leadership, Training, Troubleshooting, Security, Computer Hardware, System Administration, Help Desk Support
Education
Massasoit Community College 2013 — 2015
Associate of Science (AS), Computer Information Management focus in Programming
Cambridge College 2012 — 2013
Year Up Bachelor of Science in Management, Cisco IT Essentials
UMass Amherst 2007 — 2009
US Army January 2009 - Present
New York Life Insurance Company January 2013 - April 2015
YMCA June 2008 - September 2010
Skills
Army, Military, Civil Military..., Civil Affairs, Combat Lifesaver, Civil-military Relations, CIDNE, Internet Explorer, Lotus Notes, Microsoft Office, Remote Desktop, VPN, Windows XP Pro, Windows 7, Weapons Training, Military Operations, Leadership, Training, Troubleshooting, Security, Computer Hardware, System Administration, Help Desk Support
Education
Massasoit Community College 2013 — 2015
Associate of Science (AS), Computer Information Management focus in Programming
Cambridge College 2012 — 2013
Year Up Bachelor of Science in Management, Cisco IT Essentials
UMass Amherst 2007 — 2009
Samuel Ahn Samuel Ahn's New York Life Insurance Company Experience January 2002 - Present
Job Financial Planning Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2002 - Present
Skills
Strategic Planning, Business Planning, Budgets, Program Management, Team Leadership, Coaching, Leadership, Microsoft Office, Start-ups, Key Account Management, Entrepreneurship, FMCG, Marketing Strategy, Supply Chain
Education
California State University-Northridge 1985 — 1991
BA, Communication(TV Broadcasting)
New York Life Insurance Company January 2002 - Present
Skills
Strategic Planning, Business Planning, Budgets, Program Management, Team Leadership, Coaching, Leadership, Microsoft Office, Start-ups, Key Account Management, Entrepreneurship, FMCG, Marketing Strategy, Supply Chain
Education
California State University-Northridge 1985 — 1991
BA, Communication(TV Broadcasting)
Keith Cyrus Keith Cyrus's New York Life Insurance Company Experience April 2015 - Present
Job Dedicated New York Life Agent helping to protect families in the Greater Los Angeles area.
Industry Leisure, Travel & Tourism
Experience
New York Life Insurance Company April 2015 - Present
Creative Artists Agency November 2014 - Present
Hertz April 2012 - March 2014
Los Angeles Unified School District May 2011 - April 2012
Toys R Us July 2010 - January 2011
Bullock and Associates June 2009 - August 2009
Bernstein Real Estate February 2002 - January 2008
Skills
Customer Service, Sales, Management, Customer Satisfaction, Marketing, Marketing Strategy, Account Management, Revenue Analysis, Market Research, Sales Management, Operations Management, PADI Open Water Diver, Red Cross Certified in..., Certified Mixologist, QuickBooks, Microsoft Office, Public Speaking, Microsoft Excel, Team Building
Education
California State University-Northridge 2008 — 2011
Bachelor of Science (BS), Business Administration, Business Law, Marketing, Management
Paul Smith's College 2006 — 2008
Entrepreneurship/Entrepreneurial Studies
Frederick Douglass Academy 2002 — 2006
High School Regents Diploma
New York Life Insurance Company April 2015 - Present
Creative Artists Agency November 2014 - Present
Hertz April 2012 - March 2014
Los Angeles Unified School District May 2011 - April 2012
Toys R Us July 2010 - January 2011
Bullock and Associates June 2009 - August 2009
Bernstein Real Estate February 2002 - January 2008
Skills
Customer Service, Sales, Management, Customer Satisfaction, Marketing, Marketing Strategy, Account Management, Revenue Analysis, Market Research, Sales Management, Operations Management, PADI Open Water Diver, Red Cross Certified in..., Certified Mixologist, QuickBooks, Microsoft Office, Public Speaking, Microsoft Excel, Team Building
Education
California State University-Northridge 2008 — 2011
Bachelor of Science (BS), Business Administration, Business Law, Marketing, Management
Paul Smith's College 2006 — 2008
Entrepreneurship/Entrepreneurial Studies
Frederick Douglass Academy 2002 — 2006
High School Regents Diploma
Sevan Keshishian's New York Life Insurance Company Experience February 2010 - Present
Job Senior Partner
Industry Financial Services
Experience
New York Life Insurance Company February 2010 - Present
Skills
Recruiting, Retirement Planning, Fixed Annuities, Insurance, Asset Allocation, Employee Benefits, Estate Planning, Training, Coaching, Retirement, Finance, Business Planning, Leadership, Analysis, Life Insurance, Series 24, Financial Services, Investment Strategies
Education
CSUN
New York Life Insurance Company February 2010 - Present
Skills
Recruiting, Retirement Planning, Fixed Annuities, Insurance, Asset Allocation, Employee Benefits, Estate Planning, Training, Coaching, Retirement, Finance, Business Planning, Leadership, Analysis, Life Insurance, Series 24, Financial Services, Investment Strategies
Education
CSUN
Shirley Lustan Shirley Lustan's New York Life Insurance Company Experience September 1997 - September 1998
Job Client Ad Services, CustEx
Industry Internet
Experience
CustEx September 2013 - Present
Naylor, LLC October 1998 - October 2010
New York Life Insurance Company September 1997 - September 1998
United States Postal Service January 1987 - September 1997
Skills
Advertising Sales, Account Management, Online Advertising, Sales Management, New Business Development, Direct Sales, Marketing Strategy, Online Marketing, Direct Mail, Customer Support, Business Analysis, Business Planning, Business Process..., Increased Profitability
Education
California State University-Sacramento 1989 — 1994
Bachelor's degree, Business Administration and Management, Marketing minor
Sacramento City College 1986 — 1989
Associate of Arts (AA), General Studies
CustEx September 2013 - Present
Naylor, LLC October 1998 - October 2010
New York Life Insurance Company September 1997 - September 1998
United States Postal Service January 1987 - September 1997
Skills
Advertising Sales, Account Management, Online Advertising, Sales Management, New Business Development, Direct Sales, Marketing Strategy, Online Marketing, Direct Mail, Customer Support, Business Analysis, Business Planning, Business Process..., Increased Profitability
Education
California State University-Sacramento 1989 — 1994
Bachelor's degree, Business Administration and Management, Marketing minor
Sacramento City College 1986 — 1989
Associate of Arts (AA), General Studies
Darren Gunnell Darren Gunnell's New York Life Insurance Company Experience April 2010 - Present
Job Dedicated Financial Services Professional helping families and small business owners in the Inland Empire
Industry Financial Services
Experience
New York Life Insurance Company April 2010 - Present
NYLIFE Securities LLC. November 2010 - Present
UPS 2008 - 2010
Skills
Insurance, Retirement, 401k Rollovers, Estate Planning, Annuity Sales, Protection..., Licensed Life Insurance..., Securities, Financial Services, Finance, Term Life Insurance, Retirement Planning, Long-term Care, Life Insurance, Fixed Annuities, Customer Service, Leadership
Education
California State University-San Bernardino 2007 — 2009
Bachelor of Science (B.S.), Accounting
Riverside Community College 2005 — 2007
New York Life Insurance Company April 2010 - Present
NYLIFE Securities LLC. November 2010 - Present
UPS 2008 - 2010
Skills
Insurance, Retirement, 401k Rollovers, Estate Planning, Annuity Sales, Protection..., Licensed Life Insurance..., Securities, Financial Services, Finance, Term Life Insurance, Retirement Planning, Long-term Care, Life Insurance, Fixed Annuities, Customer Service, Leadership
Education
California State University-San Bernardino 2007 — 2009
Bachelor of Science (B.S.), Accounting
Riverside Community College 2005 — 2007
Joseph Morrissey Joseph Morrissey's New York Life Insurance Company Experience August 2013 - October 2013
Job NOC Operator at Trakus
Industry Information Technology and Services
Experience
Trakus July 2014 - Present
Network Health October 2013 - December 2013
New York Life Insurance Company August 2013 - October 2013
U.S. Census Bureau April 2010 - July 2010
Filene's Basement September 2007 - April 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, AutoCAD, Networking, Technical Support, Windows 7, Computer Repair, Computer Hardware, Customer Service, Windows, Interviews, Access, Troubleshooting, System Administration, Customer Satisfaction, Sales, Data Entry, Team Leadership, Lotus Notes, Time Management, Process Scheduler, Microsoft Excel, Microsoft Exchange, Inventory Control, Communication Skills
Education
Cambridge College 2013 — 2014
Business Administration, Management and Operations
Peterson's School of Engineering 2011 — 2012
Certification, Electrical
North Shore Community College 2008 — 2010
Engineering Science
Revere High School 2003 — 2007
Diploma, General Studies
Trakus July 2014 - Present
Network Health October 2013 - December 2013
New York Life Insurance Company August 2013 - October 2013
U.S. Census Bureau April 2010 - July 2010
Filene's Basement September 2007 - April 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, AutoCAD, Networking, Technical Support, Windows 7, Computer Repair, Computer Hardware, Customer Service, Windows, Interviews, Access, Troubleshooting, System Administration, Customer Satisfaction, Sales, Data Entry, Team Leadership, Lotus Notes, Time Management, Process Scheduler, Microsoft Excel, Microsoft Exchange, Inventory Control, Communication Skills
Education
Cambridge College 2013 — 2014
Business Administration, Management and Operations
Peterson's School of Engineering 2011 — 2012
Certification, Electrical
North Shore Community College 2008 — 2010
Engineering Science
Revere High School 2003 — 2007
Diploma, General Studies
Roman Lutsenko Roman Lutsenko's New York Life Insurance Company Experience August 2011 - Present
Job AXA Advisors LLC Gold River, CA
Industry Financial Services
Experience
AXA Advisors LLC Gold River, CA January 2015 - Present
Transamerica Advisors LLC Roseville, CA December 2014 - Present
New York Life Insurance Company August 2011 - Present
NYLIFE Securities LLC August 2011 - Present
Ohio National October 2010 - July 2011
US Department of Commerce, NTIA 2010 - 2011
California International Trade Department 2010 - 2011
Legal Shields 2010 - 2011
The Firehouse Restaurant 2010 - 2010
Remax Gold Realty 2005 - 2006
Education
California State University-Sacramento 2010 — 2014
BS Business Administration, Accountancy
Novoamvrosievka High School #9, Donetsk Region, the Republic of Ukraine
Diploma, General Studies
AXA Advisors LLC Gold River, CA January 2015 - Present
Transamerica Advisors LLC Roseville, CA December 2014 - Present
New York Life Insurance Company August 2011 - Present
NYLIFE Securities LLC August 2011 - Present
Ohio National October 2010 - July 2011
US Department of Commerce, NTIA 2010 - 2011
California International Trade Department 2010 - 2011
Legal Shields 2010 - 2011
The Firehouse Restaurant 2010 - 2010
Remax Gold Realty 2005 - 2006
Education
California State University-Sacramento 2010 — 2014
BS Business Administration, Accountancy
Novoamvrosievka High School #9, Donetsk Region, the Republic of Ukraine
Diploma, General Studies
Mena Freeman Mena Freeman's New York Life Insurance Company Experience May 2012 - March 2013
Job I help business owners plan for a secure future. In additon I teach others how to do the same.
Industry Financial Services
Experience
Mena Freeman Financial Services July 2015 - Present
The Guardian Life Insurance Company of America 2013 - July 2015
New York Life Insurance Company May 2012 - March 2013
Metlife Houston October 2005 - January 2012
Skills
Financial Analysis, Project Management, PowerPoint, Business Analysis, Strategic Financial..., Negotiation, Public speaking, Licensed Life & Health..., Brokerage, FINRA, Succession Planning, Estate Planning, Public Speaking, Disability Insurance, Insurance, Retirement Planning, Long-term Care, Coaching, Team Building, Leadership, Marketing, Entrepreneurship, Employee Benefits, Fixed Annuities, Retirement, IRAs, Sales, Nonprofits, Fundraising, Time Management, Small Business, Leadership Development, Training, New Business Development, Business, Term Life Insurance, Management, 401k, Finance, Life Insurance, Series 7, Financial Services, Series 6, Series 63, Mutual Funds, Financial Planners, Securities, Health Insurance, Wealth Management, Financial Advisory
Education
University of Texas at Tyler 1991 — 1992
Bachelor of Science (BS), Interdiciplinary Studies
California State University-Los Angeles 1980 — 1983
American History (United States)
John Tyler High School 1973 — 1976
diploma
Mena Freeman Financial Services July 2015 - Present
The Guardian Life Insurance Company of America 2013 - July 2015
New York Life Insurance Company May 2012 - March 2013
Metlife Houston October 2005 - January 2012
Skills
Financial Analysis, Project Management, PowerPoint, Business Analysis, Strategic Financial..., Negotiation, Public speaking, Licensed Life & Health..., Brokerage, FINRA, Succession Planning, Estate Planning, Public Speaking, Disability Insurance, Insurance, Retirement Planning, Long-term Care, Coaching, Team Building, Leadership, Marketing, Entrepreneurship, Employee Benefits, Fixed Annuities, Retirement, IRAs, Sales, Nonprofits, Fundraising, Time Management, Small Business, Leadership Development, Training, New Business Development, Business, Term Life Insurance, Management, 401k, Finance, Life Insurance, Series 7, Financial Services, Series 6, Series 63, Mutual Funds, Financial Planners, Securities, Health Insurance, Wealth Management, Financial Advisory
Education
University of Texas at Tyler 1991 — 1992
Bachelor of Science (BS), Interdiciplinary Studies
California State University-Los Angeles 1980 — 1983
American History (United States)
John Tyler High School 1973 — 1976
diploma
Pascal Asiedu's New York Life Insurance Company Experience April 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company April 2013 - Present
Skills
Team Building, Cross-functional Team..., Small Business, Team Leadership, Coaching, Leadership, Public Speaking, Sales, Training, Insurance, Retirement, Life Insurance
Education
Camden County College 2008 — 2011
AD, SCIENCES
INSTITUTE FOR SUPPLY MANAGEMENT 2003 — 2006
CPM, PURCHASING AND SUPPLY
ACCRA POLYTECHNIC 1998 — 2001
HND, PURCHASING & SUPPLY
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company April 2013 - Present
Skills
Team Building, Cross-functional Team..., Small Business, Team Leadership, Coaching, Leadership, Public Speaking, Sales, Training, Insurance, Retirement, Life Insurance
Education
Camden County College 2008 — 2011
AD, SCIENCES
INSTITUTE FOR SUPPLY MANAGEMENT 2003 — 2006
CPM, PURCHASING AND SUPPLY
ACCRA POLYTECHNIC 1998 — 2001
HND, PURCHASING & SUPPLY
T. Wayne Fanning's New York Life Insurance Company Experience July 2005 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2005 - Present
Bankers Life and Casualty 2004 - 2005
Guitar Center 2003 - 2004
First Financial Federal Credit Union 1999 - 2002
United States Marine Corps November 1992 - November 1998
Skills
Fixed Annuities, Retirement Planning, IRAs, Retirement, Long-term Care, Life Insurance, Estate Planning, Term Life Insurance, 401k, Insurance, Strategic Financial..., College Savings Plans, 401k Rollovers, Asset Allocation, Disability Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Saving for Education, Securities, Wealth Accumulation, Wealth Management, Whole Life, Financial Planning, Customer Service, Financial Services, Leadership, Small Business
Education
California State University-Northridge 2001 — 2004
Bachelor's Degree, English Literature
New York Life Insurance Company July 2005 - Present
Bankers Life and Casualty 2004 - 2005
Guitar Center 2003 - 2004
First Financial Federal Credit Union 1999 - 2002
United States Marine Corps November 1992 - November 1998
Skills
Fixed Annuities, Retirement Planning, IRAs, Retirement, Long-term Care, Life Insurance, Estate Planning, Term Life Insurance, 401k, Insurance, Strategic Financial..., College Savings Plans, 401k Rollovers, Asset Allocation, Disability Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Saving for Education, Securities, Wealth Accumulation, Wealth Management, Whole Life, Financial Planning, Customer Service, Financial Services, Leadership, Small Business
Education
California State University-Northridge 2001 — 2004
Bachelor's Degree, English Literature
Tom Hoctor's New York Life Insurance Company Experience December 2012 - Present
Job Dedicated Financial Services Professional helping individuals, families, and businesses plan for their future.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Skills
Training, Retirement Planning, Estate Planning, Insurance, Key Person Protection, Multi-generational..., Asset Protection, Small Business, Wealth Preservation..., Investments, Annuity Sales, Legacies, Gifting Strategies, Succession Planning, Protection..., Licensed in Long-Term..., Licensed Life Insurance..., 401(k) Rollovers, Time Management, Multi-tasking Skills, Analysis, Thought Leadership, CRM, Leadership, Program Management, Project Management, Multi-generational...
Education
California State University-Northridge
Multiple Subject Teaching Program certification
Control Data Institute
Microsoft Solutions Framework
Novell Education Center
San Diego State University-California State University
Bachelor’s Degree
The George Washington University
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Skills
Training, Retirement Planning, Estate Planning, Insurance, Key Person Protection, Multi-generational..., Asset Protection, Small Business, Wealth Preservation..., Investments, Annuity Sales, Legacies, Gifting Strategies, Succession Planning, Protection..., Licensed in Long-Term..., Licensed Life Insurance..., 401(k) Rollovers, Time Management, Multi-tasking Skills, Analysis, Thought Leadership, CRM, Leadership, Program Management, Project Management, Multi-generational...
Education
California State University-Northridge
Multiple Subject Teaching Program certification
Control Data Institute
Microsoft Solutions Framework
Novell Education Center
San Diego State University-California State University
Bachelor’s Degree
The George Washington University
Erika Avila's New York Life Insurance Company Experience July 2011 - January 2013
Job Business Development Executive at Fund Capital America
Industry Financial Services
Experience
Fund Capital America August 2013 - Present
New York Life Insurance Company July 2011 - January 2013
Century 21 February 2009 - April 2011
Zin Bistro April 2006 - August 2009
Skills
Microsoft Office, Customer Relations, Outlook, Data Entry, Research, Administrative..., Human Resources, Product Marketing, Marketing Strategy, Event Management, Interviews, Screening, College Recruiting, Screening Resumes, Leadership, Business Networking, Cold Calling, Internet Recruiting, Account Management, Maintaining Strong..., Recruiting, Sales Process, Project Management, Promotions, Sales, Social Networking
Education
California State University-Northridge
Bachelor's of Science, Business Law
Law School
Doctor of Law (JD), Law
Fund Capital America August 2013 - Present
New York Life Insurance Company July 2011 - January 2013
Century 21 February 2009 - April 2011
Zin Bistro April 2006 - August 2009
Skills
Microsoft Office, Customer Relations, Outlook, Data Entry, Research, Administrative..., Human Resources, Product Marketing, Marketing Strategy, Event Management, Interviews, Screening, College Recruiting, Screening Resumes, Leadership, Business Networking, Cold Calling, Internet Recruiting, Account Management, Maintaining Strong..., Recruiting, Sales Process, Project Management, Promotions, Sales, Social Networking
Education
California State University-Northridge
Bachelor's of Science, Business Law
Law School
Doctor of Law (JD), Law
Brian Mayeda Brian Mayeda's New York Life Insurance Company Experience October 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
United States Navy August 1997 - August 2005
Skills
Retirement, Life Insurance, Retirement Planning, Financial Planning, Fixed Annuities, Investments, Estate Planning, Long-term Care, Insurance, Disability Insurance, Term Life Insurance, Finance, Sales, Variable Annuities, Mutual Funds
Education
California State University-Sacramento 2006 — 2010
BA, Applied Mathematics and Statistics
New York Life Insurance Company October 2010 - Present
United States Navy August 1997 - August 2005
Skills
Retirement, Life Insurance, Retirement Planning, Financial Planning, Fixed Annuities, Investments, Estate Planning, Long-term Care, Insurance, Disability Insurance, Term Life Insurance, Finance, Sales, Variable Annuities, Mutual Funds
Education
California State University-Sacramento 2006 — 2010
BA, Applied Mathematics and Statistics
Amy Regenstreif Amy Regenstreif's New York Life Insurance Company Experience August 2003 - Present
Job Long Term Care Insurance Professional/Life Agent
Industry Insurance
Experience
New York Life Insurance Company August 2003 - Present
Skills
Long Term Care Insurance, Universal Life, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Permanent Life Insurance, Whole Life, Fixed Annuities, IRAs, Retirement Planning, Small Business
Education
California State University-Northridge 1976 — 1979
BA
New York Life Insurance Company August 2003 - Present
Skills
Long Term Care Insurance, Universal Life, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Permanent Life Insurance, Whole Life, Fixed Annuities, IRAs, Retirement Planning, Small Business
Education
California State University-Northridge 1976 — 1979
BA
David Hiemenga's New York Life Insurance Company Experience 2012 - 2013
Job Lead Scientist & Software Engineer
Industry Aviation & Aerospace
Experience
Nutech Systems November 2014 - Present
Forex Odyssey June 2012 - Present
Randstad Engineering US February 2014 - November 2014
Eveningstar Capital 2013 - 2014
Pro Players Services 2013 - 2014
New York Life Insurance Company 2012 - 2013
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Wealth Management, Retirement, Investments, Investment Advisory, Series 7, Asset Allocation, Securities, Foreign Exchange, Expert Advisor, Mathematica, Mathematical Modeling, Artificial Intelligence, Artificial Neural..., Bayesian statistics, Regression Analysis, MetaTrader, Graph Theory, Numerical Analysis, Theory of Computation, Combinatorial..., Combinatorics, Portfolio Management, Asset Management, Investment Strategies, Financial Advisory, Options, Trading Systems, FX trading, Critical Thinking, Technical Analysis, FX Options, Entrepreneurship, Financial Markets, Mutual Funds
Education
Calvin College 2005 — 2010
Bachelor of Science (BS), Mathematics
Nutech Systems November 2014 - Present
Forex Odyssey June 2012 - Present
Randstad Engineering US February 2014 - November 2014
Eveningstar Capital 2013 - 2014
Pro Players Services 2013 - 2014
New York Life Insurance Company 2012 - 2013
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Wealth Management, Retirement, Investments, Investment Advisory, Series 7, Asset Allocation, Securities, Foreign Exchange, Expert Advisor, Mathematica, Mathematical Modeling, Artificial Intelligence, Artificial Neural..., Bayesian statistics, Regression Analysis, MetaTrader, Graph Theory, Numerical Analysis, Theory of Computation, Combinatorial..., Combinatorics, Portfolio Management, Asset Management, Investment Strategies, Financial Advisory, Options, Trading Systems, FX trading, Critical Thinking, Technical Analysis, FX Options, Entrepreneurship, Financial Markets, Mutual Funds
Education
Calvin College 2005 — 2010
Bachelor of Science (BS), Mathematics
Chad Romig Chad Romig's New York Life Insurance Company Experience December 2009 - June 2014
Job Social Purpose Real Estate & Investments
Industry Real Estate
Experience
Real Estate with Purpose April 2014 - Present
New York Life Insurance Company December 2009 - June 2014
Bayside Church March 2006 - July 2011
Steeler, Inc. February 2003 - April 2009
Accurate Air Systems December 2001 - January 2003
TMF January 1998 - December 2001
Skills
Strategic Planning, Management, Training, Insurance, Sales, Customer Service, Leadership, Process Improvement, Team Building, Operations Management, Retirement Planning, Social Networking, Fixed Annuities, Marketing, Project Management, Strategic Financial..., Program Management, Business Strategy, Retirement, Life Insurance, Retirement Savings, Sports Management, Long-term Care, Customer Satisfaction, Human Resources, Organizational..., Process Scheduler, Coaching, Leadership Development, Teamwork, Change Management, Nonprofits, Finance, Critical Thinking, Soccer, Analysis, Employee Benefits, Marketing Strategy, Small Business
Education
California State University-Sacramento 1994 — 1997
BASW, Major in Social Work, Minor in Counseling
California State University-Sacramento
Real Estate with Purpose April 2014 - Present
New York Life Insurance Company December 2009 - June 2014
Bayside Church March 2006 - July 2011
Steeler, Inc. February 2003 - April 2009
Accurate Air Systems December 2001 - January 2003
TMF January 1998 - December 2001
Skills
Strategic Planning, Management, Training, Insurance, Sales, Customer Service, Leadership, Process Improvement, Team Building, Operations Management, Retirement Planning, Social Networking, Fixed Annuities, Marketing, Project Management, Strategic Financial..., Program Management, Business Strategy, Retirement, Life Insurance, Retirement Savings, Sports Management, Long-term Care, Customer Satisfaction, Human Resources, Organizational..., Process Scheduler, Coaching, Leadership Development, Teamwork, Change Management, Nonprofits, Finance, Critical Thinking, Soccer, Analysis, Employee Benefits, Marketing Strategy, Small Business
Education
California State University-Sacramento 1994 — 1997
BASW, Major in Social Work, Minor in Counseling
California State University-Sacramento
Richard Satow Richard Satow's New York Life Insurance Company Experience October 2010 - February 2013
Job Medicare Sales Supervisor at eHealth Inc
Industry Insurance
Experience
eHealth Inc February 2013 - Present
New York Life Insurance Company October 2010 - February 2013
La-Z-Boy Furniture Galleries May 2005 - July 2010
HealthCareServices, Inc. February 2002 - April 2005
Providian Financial August 1999 - August 2002
Skills
Financial Analysis, Public Relations, Mass Media..., Insurance, Long Term Care, Sales Management, Account Management, Customer Service
Education
CSU Sacramento 1986 — 1990
BS, Communication Studies
Consumnes River College 1984 — 1986
Associates, Communications
eHealth Inc February 2013 - Present
New York Life Insurance Company October 2010 - February 2013
La-Z-Boy Furniture Galleries May 2005 - July 2010
HealthCareServices, Inc. February 2002 - April 2005
Providian Financial August 1999 - August 2002
Skills
Financial Analysis, Public Relations, Mass Media..., Insurance, Long Term Care, Sales Management, Account Management, Customer Service
Education
CSU Sacramento 1986 — 1990
BS, Communication Studies
Consumnes River College 1984 — 1986
Associates, Communications
Mary Pat Brennan Mary Pat Brennan's New York Life Insurance Company Experience November 2009 - Present
Job Agent at New York Life Insurance Company
Industry Consumer Goods
Experience
New York Life Insurance Company November 2009 - Present
Acosta Sales & Marketing May 2004 - October 2009
Eastman Kodak Company November 2000 - May 2003
Eastman Kodak company July 1996 - July 2000
Skills
Sales Operations, Marketing, Management, Sales, New Business Development, Product Development, Advertising, Leadership, Sales Management, Customer Service, Account Management, Training, Key Account Management, Selling
Education
Canisius College 1971 — 1975
B.A., English and History
New York Life Insurance Company November 2009 - Present
Acosta Sales & Marketing May 2004 - October 2009
Eastman Kodak Company November 2000 - May 2003
Eastman Kodak company July 1996 - July 2000
Skills
Sales Operations, Marketing, Management, Sales, New Business Development, Product Development, Advertising, Leadership, Sales Management, Customer Service, Account Management, Training, Key Account Management, Selling
Education
Canisius College 1971 — 1975
B.A., English and History
Annette Sanders Annette Sanders's New York Life Insurance Company Experience April 2011 - September 2012
Job Admissions Representative at ITT Technical Institute
Industry Higher Education
Experience
ITT Technical Institute June 2013 - Present
AmeriLife & Health Services September 2012 - June 2013
New York Life Insurance Company April 2011 - September 2012
Skills
Team Leadership, Customer Service, Community Outreach, Higher Education, Microsoft Office, Nonprofits, Networking, Public Speaking, Recruiting, Church Events, Leadership, Sales, Time Management, Team Building, Marketing, Teaching
Education
Capella University 2014 — 2018
Doctor of Philosophy (Ph.D.), General Psychology
University of Phoenix 2007 — 2009
Master of Science (M.S.), Psychology
Middle Tennessee State University 1996 — 1998
Master's Degree, Business Education
Middle Tennessee State University 1982 — 1986
Bachelor's Degree, Business Administration and Management
Moore County High School
High School, College/University Preparatory
ITT Technical Institute June 2013 - Present
AmeriLife & Health Services September 2012 - June 2013
New York Life Insurance Company April 2011 - September 2012
Skills
Team Leadership, Customer Service, Community Outreach, Higher Education, Microsoft Office, Nonprofits, Networking, Public Speaking, Recruiting, Church Events, Leadership, Sales, Time Management, Team Building, Marketing, Teaching
Education
Capella University 2014 — 2018
Doctor of Philosophy (Ph.D.), General Psychology
University of Phoenix 2007 — 2009
Master of Science (M.S.), Psychology
Middle Tennessee State University 1996 — 1998
Master's Degree, Business Education
Middle Tennessee State University 1982 — 1986
Bachelor's Degree, Business Administration and Management
Moore County High School
High School, College/University Preparatory
Brian M. Costanzo's New York Life Insurance Company Experience May 2014 - July 2014
Job Masters Student at Penn State Harrisburg
Industry Public Policy
Experience
Community Services Group February 2015 - Present
Penn State Harrisburg January 2015 - Present
Lancaster County Election Comm 2011 - Present
The White Swan Restaurant and Bar September 2014 - December 2014
New York Life Insurance Company May 2014 - July 2014
Banco Santander January 2014 - March 2014
PA Winter Group September 2013 - December 2013
Scooters Restaurant and Bar December 2009 - September 2013
PA House of Representatives January 2013 - April 2013
PA House of Representatives (Education Committee) June 2012 - August 2012
Skills
Leadership, Public Policy, Public Speaking, Community Outreach, Fundraising, Public Relations, People-oriented, Writing, Speech Writing, Microsoft Excel, Government, Strongly self-motivated, History, People Skills, Microsoft Office, Politics, Policy Analysis, Policy, Build Strong..., Teamwork, Determination to Succeed, Military History, Organizational..., Adaptability, Financial Analysis, Strategic Financial..., Microsoft Word, Research, Administrative..., Executive...
Education
Capital College, Pennsylvania State University 2009 — 2013
"BS", Public Policy
Penn State University 2015 — 2017
Master's Degree, Public Administration, First Year
Self Education 1991 — 2012
My self taught passions, history/ geography/ politics
Warwick High School 2006 — 2009
High School Degree, History
Community Services Group February 2015 - Present
Penn State Harrisburg January 2015 - Present
Lancaster County Election Comm 2011 - Present
The White Swan Restaurant and Bar September 2014 - December 2014
New York Life Insurance Company May 2014 - July 2014
Banco Santander January 2014 - March 2014
PA Winter Group September 2013 - December 2013
Scooters Restaurant and Bar December 2009 - September 2013
PA House of Representatives January 2013 - April 2013
PA House of Representatives (Education Committee) June 2012 - August 2012
Skills
Leadership, Public Policy, Public Speaking, Community Outreach, Fundraising, Public Relations, People-oriented, Writing, Speech Writing, Microsoft Excel, Government, Strongly self-motivated, History, People Skills, Microsoft Office, Politics, Policy Analysis, Policy, Build Strong..., Teamwork, Determination to Succeed, Military History, Organizational..., Adaptability, Financial Analysis, Strategic Financial..., Microsoft Word, Research, Administrative..., Executive...
Education
Capital College, Pennsylvania State University 2009 — 2013
"BS", Public Policy
Penn State University 2015 — 2017
Master's Degree, Public Administration, First Year
Self Education 1991 — 2012
My self taught passions, history/ geography/ politics
Warwick High School 2006 — 2009
High School Degree, History
Courtney L. Hatch Courtney L. Hatch's New York Life Insurance Company Experience January 2010 - May 2010
Job Marketing & Events Planner at Verizon Digital Media Services
Industry Information Technology and Services
Experience
Verizon Digital Media Services August 2015 - Present
Verizon Digital Media Services March 2015 - August 2015
Verizon Digital Media Services October 2014 - March 2015
Verizon Digital Media Services (Formerly EdgeCast Networks) December 2013 - October 2014
Sovrin Health Systems Inc. February 2012 - November 2013
Patient Advocacy Law Group August 2011 - February 2012
Barona Resort & Casino October 2010 - August 2011
New York Life Insurance Company January 2010 - May 2010
Center on Disability Studies January 2009 - May 2010
Skills
Project Planning, Healthcare Management, Healthcare Information..., Client Development, Healthcare Marketing, Marketing, Non-profits, Revenue Cycle Management, Contract Management, Appeals, Marketing Communications, Social Media, Social Media Marketing, Advertising, Public Relations, Customer Service, Training, Social Networking, Event Planning, Medical Billing, Medical Coding, Healthcare Industry, Health Insurance, Microsoft Office, Nonprofits, Budgets, Hospitals, Marketing Strategy, Contract Negotiation, Leadership, Healthcare, Management, Analysis, Team Building, Access, Strategic Planning, Research, Recruiting, Microsoft Excel, Project Management
Education
University of Hawaii at Manoa 2008 — 2010
Bachelor of Business Administration, Marketing
California State University-Northridge 2006 — 2008
Bachelor of Business Administration, General Education and Business Coursework; Marketing Program
Los Angeles Pierce College 2007 — 2007
General Education
Verizon Digital Media Services August 2015 - Present
Verizon Digital Media Services March 2015 - August 2015
Verizon Digital Media Services October 2014 - March 2015
Verizon Digital Media Services (Formerly EdgeCast Networks) December 2013 - October 2014
Sovrin Health Systems Inc. February 2012 - November 2013
Patient Advocacy Law Group August 2011 - February 2012
Barona Resort & Casino October 2010 - August 2011
New York Life Insurance Company January 2010 - May 2010
Center on Disability Studies January 2009 - May 2010
Skills
Project Planning, Healthcare Management, Healthcare Information..., Client Development, Healthcare Marketing, Marketing, Non-profits, Revenue Cycle Management, Contract Management, Appeals, Marketing Communications, Social Media, Social Media Marketing, Advertising, Public Relations, Customer Service, Training, Social Networking, Event Planning, Medical Billing, Medical Coding, Healthcare Industry, Health Insurance, Microsoft Office, Nonprofits, Budgets, Hospitals, Marketing Strategy, Contract Negotiation, Leadership, Healthcare, Management, Analysis, Team Building, Access, Strategic Planning, Research, Recruiting, Microsoft Excel, Project Management
Education
University of Hawaii at Manoa 2008 — 2010
Bachelor of Business Administration, Marketing
California State University-Northridge 2006 — 2008
Bachelor of Business Administration, General Education and Business Coursework; Marketing Program
Los Angeles Pierce College 2007 — 2007
General Education
Claudy Calixte's New York Life Insurance Company Experience January 2014 - April 2015
Job Technical Service Desk Analyst at John Hancock Retirement plan Services
Industry Information Technology and Services
Experience
John Hancock Retirement plan Services April 2015 - Present
New York Life Insurance Company January 2014 - April 2015
New York Life Insurance Company August 2013 - January 2014
Ninety Nine Restaurants October 2010 - January 2014
Skills
Event Management, Microsoft Office, Event Planning, Customer Service, Public Speaking, Sports Management, Microsoft Excel, Public Relations, Coaching, PowerPoint, Marketing, Microsoft Word, Troubleshooting, Remedy Ticketing System, Internet Troubleshooting, Networking, Technical Support, Computer Hardware, Hardware, VPN, Leadership
Education
Cambridge College 2013 — 2015
Bachelor Of Science In Business Management, Computer Technology/Computer Systems Technology
John Hancock Retirement plan Services April 2015 - Present
New York Life Insurance Company January 2014 - April 2015
New York Life Insurance Company August 2013 - January 2014
Ninety Nine Restaurants October 2010 - January 2014
Skills
Event Management, Microsoft Office, Event Planning, Customer Service, Public Speaking, Sports Management, Microsoft Excel, Public Relations, Coaching, PowerPoint, Marketing, Microsoft Word, Troubleshooting, Remedy Ticketing System, Internet Troubleshooting, Networking, Technical Support, Computer Hardware, Hardware, VPN, Leadership
Education
Cambridge College 2013 — 2015
Bachelor Of Science In Business Management, Computer Technology/Computer Systems Technology
Cheyenne Huang's New York Life Insurance Company Experience April 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
MassMutual Financial Group September 2008 - March 2010
Iridesse Inc. (was founded by Tiffany & Co.) October 2008 - March 2009
California State University, Northridge September 2006 - January 2007
Santa Monica College September 2004 - January 2006
MCM Supply Inc. January 2003 - August 2004
Simayof - Diamond Cutters and Jewelers July 2000 - May 2002
Skills
Customer Service, Insurance, Word, PowerPoint, Excel, Microsoft Office, Event Planning, Outlook, Accounting, Quickbooks, Access, Jewelry Design, Pearls, Finance, Handmade Jewelry, Jewelry, Financial Analysis, Golf
Education
State of California Department of Insurance 2008 — 2014
License, Life-Only/Accident and Health
California State University-Northridge 2006 — 2008
B.A., Finance & Real Estate
Gemological Institute of America 2006 — 2007
Diploma, Graduate Pearls
Santa Monica College 2004 — 2006
AA, Business Administration & Liberal Arts
New York Life Insurance Company April 2013 - Present
MassMutual Financial Group September 2008 - March 2010
Iridesse Inc. (was founded by Tiffany & Co.) October 2008 - March 2009
California State University, Northridge September 2006 - January 2007
Santa Monica College September 2004 - January 2006
MCM Supply Inc. January 2003 - August 2004
Simayof - Diamond Cutters and Jewelers July 2000 - May 2002
Skills
Customer Service, Insurance, Word, PowerPoint, Excel, Microsoft Office, Event Planning, Outlook, Accounting, Quickbooks, Access, Jewelry Design, Pearls, Finance, Handmade Jewelry, Jewelry, Financial Analysis, Golf
Education
State of California Department of Insurance 2008 — 2014
License, Life-Only/Accident and Health
California State University-Northridge 2006 — 2008
B.A., Finance & Real Estate
Gemological Institute of America 2006 — 2007
Diploma, Graduate Pearls
Santa Monica College 2004 — 2006
AA, Business Administration & Liberal Arts
James Sprenger James Sprenger's New York Life Insurance Company Experience 2012 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2012 - Present
Emergency Vehicle Outfitters May 2009 - August 2012
Six S Photography September 2009 - December 2011
North Valley Isuzu Trucks, Inc. July 2008 - February 2009
Pioneer Fleet Service, Inc. Mitsubishi Fuso Dealer July 2005 - July 2008
Skills
Life Insurance, Custom Whole Life, Long-term Care, Financial Strategy, Certified Practitioner..., Whole Life, Retirement Planning, Fixed Annuities, Term Life Insurance, Whole Life Insurance, Time Management, Small Business, Marketing, Public Speaking, Macro, Leadership, Advertising, Strategy, Photography, Social Media, Management, Sales, Public Relations, Entrepreneurship, Marketing Strategy, Sales Management, Customer Service, Team Building, Online Advertising, Retail, Social Networking, SEO, Business, Online Marketing, Investments, Networking, Risk Management, Training, Insurance, Social Media Marketing, Competitive Analysis, Email Marketing, Budgets
Education
Cameron University
Criminal Justice/Law Enforcement Administration
University of Kansas
Full TIme Peace Officer Accademy
University of Phoenix
Business/Managerial Economics, 3.55
New York Life Insurance Company 2012 - Present
Emergency Vehicle Outfitters May 2009 - August 2012
Six S Photography September 2009 - December 2011
North Valley Isuzu Trucks, Inc. July 2008 - February 2009
Pioneer Fleet Service, Inc. Mitsubishi Fuso Dealer July 2005 - July 2008
Skills
Life Insurance, Custom Whole Life, Long-term Care, Financial Strategy, Certified Practitioner..., Whole Life, Retirement Planning, Fixed Annuities, Term Life Insurance, Whole Life Insurance, Time Management, Small Business, Marketing, Public Speaking, Macro, Leadership, Advertising, Strategy, Photography, Social Media, Management, Sales, Public Relations, Entrepreneurship, Marketing Strategy, Sales Management, Customer Service, Team Building, Online Advertising, Retail, Social Networking, SEO, Business, Online Marketing, Investments, Networking, Risk Management, Training, Insurance, Social Media Marketing, Competitive Analysis, Email Marketing, Budgets
Education
Cameron University
Criminal Justice/Law Enforcement Administration
University of Kansas
Full TIme Peace Officer Accademy
University of Phoenix
Business/Managerial Economics, 3.55
Thomas Borrelli Thomas Borrelli's New York Life Insurance Company Experience June 2006 - July 2007
Job Associate Financial Adviser
Industry Investment Banking
Experience
KeyCorp June 2014 - Present
Xceed Financial Credit Union June 2008 - April 2014
Sutherland Global Services February 2008 - June 2008
New England Financial, A MetLife Company July 2007 - March 2008
New York Life Insurance Company June 2006 - July 2007
White Directory Publishers June 2004 - June 2006
IKON Office Solutions February 1998 - December 2003
OfficeMax October 1994 - December 1997
Skills
Series 7, Series 6, Series 66, Series 63, Investments, Retirement Planning, Insurance, Financial Services, Sales, Securities, Mutual Funds, Finance, Operational Planning, CRM, Referrals, Loans, Consulting, Demonstration, Mortgage Lending, Banking, Customer Service, Consumer Lending, Retail Banking, Life Insurance, Account Management, Territory Development, Territory Growth, Credit, Interviews, Hiring Employees, Training, Management, Production Managment, Credit Cards, Mortgage Banking, Credit Analysis, Retirement, Fixed Annuities, Team Building, Credit Unions, Coaching, Evaluation, Territory Management, Time Management, Loan Origination, Marketing, Cross Selling, Online Marketing, Relationship Management, Human Resources
Education
Campbell University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
Monroe Community College 1995 — 1996
Certificate, Small Business Administration/Management
KeyCorp June 2014 - Present
Xceed Financial Credit Union June 2008 - April 2014
Sutherland Global Services February 2008 - June 2008
New England Financial, A MetLife Company July 2007 - March 2008
New York Life Insurance Company June 2006 - July 2007
White Directory Publishers June 2004 - June 2006
IKON Office Solutions February 1998 - December 2003
OfficeMax October 1994 - December 1997
Skills
Series 7, Series 6, Series 66, Series 63, Investments, Retirement Planning, Insurance, Financial Services, Sales, Securities, Mutual Funds, Finance, Operational Planning, CRM, Referrals, Loans, Consulting, Demonstration, Mortgage Lending, Banking, Customer Service, Consumer Lending, Retail Banking, Life Insurance, Account Management, Territory Development, Territory Growth, Credit, Interviews, Hiring Employees, Training, Management, Production Managment, Credit Cards, Mortgage Banking, Credit Analysis, Retirement, Fixed Annuities, Team Building, Credit Unions, Coaching, Evaluation, Territory Management, Time Management, Loan Origination, Marketing, Cross Selling, Online Marketing, Relationship Management, Human Resources
Education
Campbell University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
Monroe Community College 1995 — 1996
Certificate, Small Business Administration/Management
Martik Ghookasian Martik Ghookasian's New York Life Insurance Company Experience 2010 - 2013
Job Registered Representative at Skyline Financial & Insurance Strategies and Solutions
Industry Financial Services
Experience
Moradi Financial 2011 - Present
New York Life Insurance Company 2010 - 2013
Prudential Financial 2010 - 2010
Skills
Investments, Securities, Insurance, Financial Planning, Asset Management, Financial Analysis, Annuities, Business Planning, Estate Planning, Portfolio Management, Strategic Financial..., Fixed Annuities, Asset Managment, Retirement Planning, Mutual Funds, Retirement, Loans, Financial Services, Series 6, Series 63, Tax, Wealth Accumulation, Credit, Financial Risk, Disability Insurance, Valuation, Options, Life Insurance, Finance, Mortgage Lending, Financial Advisory, Small Business, Bloomberg, Real Estate, Investment Strategies, Wealth Management, Long Term Care Insurance, Term Life Insurance, Alternative Investments, Banking, Risk Management, Fixed Income, Residential Mortgages, Hedge Funds, Underwriting, Loan Origination
Education
California State University-Los Angeles
BA, Business Administration with option in Finance
Moradi Financial 2011 - Present
New York Life Insurance Company 2010 - 2013
Prudential Financial 2010 - 2010
Skills
Investments, Securities, Insurance, Financial Planning, Asset Management, Financial Analysis, Annuities, Business Planning, Estate Planning, Portfolio Management, Strategic Financial..., Fixed Annuities, Asset Managment, Retirement Planning, Mutual Funds, Retirement, Loans, Financial Services, Series 6, Series 63, Tax, Wealth Accumulation, Credit, Financial Risk, Disability Insurance, Valuation, Options, Life Insurance, Finance, Mortgage Lending, Financial Advisory, Small Business, Bloomberg, Real Estate, Investment Strategies, Wealth Management, Long Term Care Insurance, Term Life Insurance, Alternative Investments, Banking, Risk Management, Fixed Income, Residential Mortgages, Hedge Funds, Underwriting, Loan Origination
Education
California State University-Los Angeles
BA, Business Administration with option in Finance
Derrick Yuvienco Derrick Yuvienco's New York Life Insurance Company Experience March 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2009 - Present
Skills
Retirement Planning, Long-term Care, Sales, Asset Management
Education
California State University-San Marcos - College of Business Administration 2006 — 2010
California State University-San Marcos - College of Business Administration 2007 — 2009
Business Management
New York Life Insurance Company March 2009 - Present
Skills
Retirement Planning, Long-term Care, Sales, Asset Management
Education
California State University-San Marcos - College of Business Administration 2006 — 2010
California State University-San Marcos - College of Business Administration 2007 — 2009
Business Management
Judy Bailey Judy Bailey's New York Life Insurance Company Experience August 2002 - June 2005
Job Independent Sales Representative at Sources
Industry Wholesale
Experience
Sources April 1983 - Present
Road Runners TOLA LLC November 2012 - December 2013
H. Gardiner Inc. October 2009 - October 2012
Trinity River Sales January 2006 - December 2009
New York Life Insurance Company August 2002 - June 2005
Skills
Sales Management, Account Management, Wholesale, Trade Shows, Sales Operations, Cold Calling, Business Development, Retail, Customer Service, Contract Negotiation, Sales, Direct Sales, Sales Process, Selling, New Business Development, B2B
Education
Campbell University 1966 — 1970
B.S. Business Administration, Trust Management
Sources April 1983 - Present
Road Runners TOLA LLC November 2012 - December 2013
H. Gardiner Inc. October 2009 - October 2012
Trinity River Sales January 2006 - December 2009
New York Life Insurance Company August 2002 - June 2005
Skills
Sales Management, Account Management, Wholesale, Trade Shows, Sales Operations, Cold Calling, Business Development, Retail, Customer Service, Contract Negotiation, Sales, Direct Sales, Sales Process, Selling, New Business Development, B2B
Education
Campbell University 1966 — 1970
B.S. Business Administration, Trust Management
Bill Pope Bill Pope's New York Life Insurance Company Experience June 2010 - May 2011
Job Senior Claims Examiner at Travelers
Industry Insurance
Experience
Travelers August 2014 - Present
Gallagher Bassett July 2013 - August 2014
AAA NCNU May 2011 - July 2013
New York Life Insurance Company June 2010 - May 2011
Bill Pope Construction June 2005 - August 2010
NovaPro Risk July 2007 - April 2010
The Hanover Insurance Group May 2004 - June 2005
Zurich North America June 2002 - May 2004
Kemper Insurance February 1998 - June 2002
AAA NCNU 1989 - 1998
Skills
Real Estate, Investments, Claims Management, Strategic Financial..., Finance, Insurance, Construction, Construction Defect, Interior Design, Construction Management, Construction Law, Commercial Insurance, Insurance Claims, General Liability, Term Life Insurance, Universal Life, Home Remodeling, Property & Casualty..., Liability, Professional Liability, Underwriting, Litigation Management, Legal Liability, Whole Life, Subrogation, Claims Resolution, Life Insurance, Claim, Claim Investigation, Fixed Annuities, Casualty, Management, Property Damage, Umbrella Insurance, General Insurance, Disability Insurance, Workers Compensation, Commercial Lines, Accident, Liability Analysis, Health Insurance, Litigation, Brokers, Employment Practices..., Insurance Law, Claims Handling, Long-term Care, Product Liability, Employee Benefits, Reinsurance
Education
California State University-Sacramento 1984 — 1988
BA, Communication and Government
Northgate High
HS, general education
Travelers August 2014 - Present
Gallagher Bassett July 2013 - August 2014
AAA NCNU May 2011 - July 2013
New York Life Insurance Company June 2010 - May 2011
Bill Pope Construction June 2005 - August 2010
NovaPro Risk July 2007 - April 2010
The Hanover Insurance Group May 2004 - June 2005
Zurich North America June 2002 - May 2004
Kemper Insurance February 1998 - June 2002
AAA NCNU 1989 - 1998
Skills
Real Estate, Investments, Claims Management, Strategic Financial..., Finance, Insurance, Construction, Construction Defect, Interior Design, Construction Management, Construction Law, Commercial Insurance, Insurance Claims, General Liability, Term Life Insurance, Universal Life, Home Remodeling, Property & Casualty..., Liability, Professional Liability, Underwriting, Litigation Management, Legal Liability, Whole Life, Subrogation, Claims Resolution, Life Insurance, Claim, Claim Investigation, Fixed Annuities, Casualty, Management, Property Damage, Umbrella Insurance, General Insurance, Disability Insurance, Workers Compensation, Commercial Lines, Accident, Liability Analysis, Health Insurance, Litigation, Brokers, Employment Practices..., Insurance Law, Claims Handling, Long-term Care, Product Liability, Employee Benefits, Reinsurance
Education
California State University-Sacramento 1984 — 1988
BA, Communication and Government
Northgate High
HS, general education
Noilya (Malikova) Mese Noilya (Malikova) Mese's New York Life Insurance Company Experience March 2010 - July 2010
Job Financial Analyst
Industry Financial Services
Experience
RGL Group Insurance & Financial Services, Inc. July 2010 - January 2012
New York Life Insurance Company March 2010 - July 2010
Skills
Management of Financial..., Complex Problem Solving, Effective Formal..., Time Management, Knowledge and language..., Judgment and Decision..., Excellent verbal and..., Fluent in Russian and..., Fair knowledge of..., QuickBooks Pro 2009, IT Financial Management, QuickBooks, Problem Solving, Financial Analysis, Budgets, Corporate Finance, Internal Audit, Finance
Education
California State University-Los Angeles 2006 — 2010
Bachelor of Science in Business Administration, Finance
Tashkent Financial Institute 2002 — 2005
Bachelor in Finance – In Progress, Finance
"International House - Tashkent" Lyceum 2001 — 2002
RGL Group Insurance & Financial Services, Inc. July 2010 - January 2012
New York Life Insurance Company March 2010 - July 2010
Skills
Management of Financial..., Complex Problem Solving, Effective Formal..., Time Management, Knowledge and language..., Judgment and Decision..., Excellent verbal and..., Fluent in Russian and..., Fair knowledge of..., QuickBooks Pro 2009, IT Financial Management, QuickBooks, Problem Solving, Financial Analysis, Budgets, Corporate Finance, Internal Audit, Finance
Education
California State University-Los Angeles 2006 — 2010
Bachelor of Science in Business Administration, Finance
Tashkent Financial Institute 2002 — 2005
Bachelor in Finance – In Progress, Finance
"International House - Tashkent" Lyceum 2001 — 2002
Lou Fan Lou Fan's New York Life Insurance Company Experience May 2009 - October 2010
Job Capacity Account Manager
Industry Logistics and Supply Chain
Experience
C.H. Robinson Worldwide, Inc. July 2011 - Present
Great Lakes Commercial Sales December 2010 - May 2011
Northwestern Memorial Hospital September 2010 - December 2010
New York Life Insurance Company May 2009 - October 2010
Cartridge World Bloomingdale May 2010 - July 2010
Skills
Logistics, 3PL, Logistics Management, Supply Chain..., Account Management, Transportation..., Microsoft Office, Marketing, Market Research, Sales, Time Management, Management
Education
Calvin College 2007 — 2011
B.A., Business
C.H. Robinson Worldwide, Inc. July 2011 - Present
Great Lakes Commercial Sales December 2010 - May 2011
Northwestern Memorial Hospital September 2010 - December 2010
New York Life Insurance Company May 2009 - October 2010
Cartridge World Bloomingdale May 2010 - July 2010
Skills
Logistics, 3PL, Logistics Management, Supply Chain..., Account Management, Transportation..., Microsoft Office, Marketing, Market Research, Sales, Time Management, Management
Education
Calvin College 2007 — 2011
B.A., Business
Carolyn Nayebyan Carolyn Nayebyan's New York Life Insurance Company Experience 2006 - 2008
Job Entertainment Professional
Industry Entertainment
Experience
New York Life Insurance Company 2006 - 2008
Education
California State University-Northridge 2007 — 2009
BS, Business Management
New York Life Insurance Company 2006 - 2008
Education
California State University-Northridge 2007 — 2009
BS, Business Management
Adam Hoffert Adam Hoffert's New York Life Insurance Company Experience 2007 - November 2009
Job Life Insurance Specialist at AAA | Small Business and Family Life Insurance | Walnut Creek, CA
Industry Financial Services
Experience
AAA NCNU November 2009 - Present
Martinez Chamber of Commerce November 2010 - Present
Martinez Chamber of Commerce January 2009 - January 2013
New York Life Insurance Company 2007 - November 2009
Verizon Wireless April 2006 - January 2007
T-Mobile, USA January 2004 - October 2005
Cellular Warehouse June 1998 - January 2004
Skills
Insurance, Fixed Annuities, Life Insurance, Small Business, Term Life Insurance, Leadership, Sales Management, Universal Life, Customer Service, Sales, Permanent Life Insurance, Disability Insurance, Training, Selling, Buy-sell Agreements, Whole Life, Guaranteed Lifetime..., Customer Retention, Management, Key Person Protection, Deferred Compensation, Cold Calling, Business Planning, Estate Law, Mortgage Marketing, Charities, Networking, District Sales..., Mortgage Protection, Buy-Sell Funding, Child Passenger Safety..., Finance, Recruiting, Marketing
Education
Northgate High School 1991 — 1995
Diploma
California State University-Northridge
Diablo Valley College
Associate in Arts
AAA NCNU November 2009 - Present
Martinez Chamber of Commerce November 2010 - Present
Martinez Chamber of Commerce January 2009 - January 2013
New York Life Insurance Company 2007 - November 2009
Verizon Wireless April 2006 - January 2007
T-Mobile, USA January 2004 - October 2005
Cellular Warehouse June 1998 - January 2004
Skills
Insurance, Fixed Annuities, Life Insurance, Small Business, Term Life Insurance, Leadership, Sales Management, Universal Life, Customer Service, Sales, Permanent Life Insurance, Disability Insurance, Training, Selling, Buy-sell Agreements, Whole Life, Guaranteed Lifetime..., Customer Retention, Management, Key Person Protection, Deferred Compensation, Cold Calling, Business Planning, Estate Law, Mortgage Marketing, Charities, Networking, District Sales..., Mortgage Protection, Buy-Sell Funding, Child Passenger Safety..., Finance, Recruiting, Marketing
Education
Northgate High School 1991 — 1995
Diploma
California State University-Northridge
Diablo Valley College
Associate in Arts
Ola Olukorede's New York Life Insurance Company Experience August 2014 - January 2015
Job Resident Assistant at EF Education First
Industry Computer Software
Experience
New York Life Insurance Company August 2014 - January 2015
Love Culture Inc August 2012 - March 2013
Eveden Factory Store July 2012 - September 2012
Skills
Time Management, Data Entry, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Research, Outlook, Leadership, Event Planning, Social Media, Technical Support, Windows, Sales, Social Networking, Marketing, Management, Communication, Retail, Social Media Marketing, Project Management, Photoshop, Facebook, Team Leadership, Visual Merchandising, Fashion
Education
University of Massachusetts Boston 2015 — 2017
Management
Cambridge College 2014 — 2015
Information Technology Certificate
Framingham State University 2011 — 2013
BS
New York Life Insurance Company August 2014 - January 2015
Love Culture Inc August 2012 - March 2013
Eveden Factory Store July 2012 - September 2012
Skills
Time Management, Data Entry, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Research, Outlook, Leadership, Event Planning, Social Media, Technical Support, Windows, Sales, Social Networking, Marketing, Management, Communication, Retail, Social Media Marketing, Project Management, Photoshop, Facebook, Team Leadership, Visual Merchandising, Fashion
Education
University of Massachusetts Boston 2015 — 2017
Management
Cambridge College 2014 — 2015
Information Technology Certificate
Framingham State University 2011 — 2013
BS
Susan (Susie) Cutler Susan (Susie) Cutler's New York Life Insurance Company Experience August 2012 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
Education
California State University-Northridge
Bachelor of Applied Science (BASc), Therapeutic Recreation/Recreational Therapy
New York Life Insurance Company August 2012 - Present
Education
California State University-Northridge
Bachelor of Applied Science (BASc), Therapeutic Recreation/Recreational Therapy
Carol Camacho Carol Camacho's New York Life Insurance Company Experience 1998 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 1998 - 2000
Education
Cambria-Rowe Business College-Johnstown 2001 — 2003
Associate's degree, Business Administration and Management, General
New York Life Insurance Company 1998 - 2000
Education
Cambria-Rowe Business College-Johnstown 2001 — 2003
Associate's degree, Business Administration and Management, General
David Compas, MA David Compas, MA's New York Life Insurance Company Experience January 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC & Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC January 2010 - Present
New York Life Insurance Company January 2010 - Present
Waddell & Reed, Financial Advisors July 2003 - December 2009
College Funding Consultants April 2001 - July 2003
A+ Learning Center June 1998 - March 2001
Metrix May 1997 - June 1998
Computer Associates April 1996 - May 1997
Tandem Computers April 1988 - April 1996
Exxon Office Systems 1980 - 1984
Skills
Retirement Planning, Retirement, Fixed Annuities, IRAs, Estate Planning, Life Insurance, Sales, Finance, Insurance, Long-term Care, Pensions, Disability Insurance, Financial Services, Long Term Care Insurance, 401k Rollovers, 401k, Term Life Insurance, Buy-sell Agreements, Employee Benefits, Universal Life, Mutual Funds, College Savings Plans, Investments, Roth IRA, Strategic Financial..., Wealth Accumulation, Wealth Management
Education
California State University-Northridge 1977 — 1980
MA, Education
Eagle Strategies, LLC January 2010 - Present
New York Life Insurance Company January 2010 - Present
Waddell & Reed, Financial Advisors July 2003 - December 2009
College Funding Consultants April 2001 - July 2003
A+ Learning Center June 1998 - March 2001
Metrix May 1997 - June 1998
Computer Associates April 1996 - May 1997
Tandem Computers April 1988 - April 1996
Exxon Office Systems 1980 - 1984
Skills
Retirement Planning, Retirement, Fixed Annuities, IRAs, Estate Planning, Life Insurance, Sales, Finance, Insurance, Long-term Care, Pensions, Disability Insurance, Financial Services, Long Term Care Insurance, 401k Rollovers, 401k, Term Life Insurance, Buy-sell Agreements, Employee Benefits, Universal Life, Mutual Funds, College Savings Plans, Investments, Roth IRA, Strategic Financial..., Wealth Accumulation, Wealth Management
Education
California State University-Northridge 1977 — 1980
MA, Education
Steve and Mary Lair Steve and Mary Lair's New York Life Insurance Company Experience January 2011 - May 2012
Job Steve Lair Recent Appointments
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2013 - Present
World Financial Group (WFG) July 2009 - Present
The LairGroup Insurance Services January 2011 - November 2014
Axianta Financial Partners 2011 - 2014
New York Life Insurance Company January 2011 - May 2012
The MSM Consulting Group, Inc. September 2007 - December 2009
Cargill Consulting Group, Inc. 2008 - 2009
Texas Instruments 1995 - 1998
TOSHIBA AMERICA BUSINESS SOLUTIONS 1992 - 1995
Dataquest January 1989 - October 1992
Skills
Sales, Strategy, Marketing, Small Business, Insurance, Direct Sales, Sales Process, Life Insurance, New Business Development, Retirement Planning, Marketing Strategy, Sales Management, Business Development, Entrepreneurship, Retirement, Leadership, Strategic Planning, Lead Generation, Business Planning, Team Building, Fixed Annuities, Start-ups, Selling, Competitive Analysis, Account Management, Coaching, CRM, Sales Presentations, Strategic Partnerships, Product Marketing, Public Speaking, Online Marketing, Training, Sales Operations, Market Research, B2B, Negotiation, Salesforce.com, Cold Calling, Social Networking, Social Media Marketing, Consulting, Market Analysis, Customer Retention, Direct Marketing, Solution Selling, Marketing Management, Business Strategy, Online Advertising, Health Insurance
Education
Various professional courses focused on in-depth insurance knowledge and technology currency. 2007 — 2014
Bachelor degree-Electrical Engineering, Multiple courses to achieve in-depth insurance knowledge and technology currency., licenses and certifications awarded
California State University-Northridge 1966 — 1974
Master of Business Administration (M.B.A.), International Marketing, 3.81
Transamerica Retirement Solutions November 2013 - Present
World Financial Group (WFG) July 2009 - Present
The LairGroup Insurance Services January 2011 - November 2014
Axianta Financial Partners 2011 - 2014
New York Life Insurance Company January 2011 - May 2012
The MSM Consulting Group, Inc. September 2007 - December 2009
Cargill Consulting Group, Inc. 2008 - 2009
Texas Instruments 1995 - 1998
TOSHIBA AMERICA BUSINESS SOLUTIONS 1992 - 1995
Dataquest January 1989 - October 1992
Skills
Sales, Strategy, Marketing, Small Business, Insurance, Direct Sales, Sales Process, Life Insurance, New Business Development, Retirement Planning, Marketing Strategy, Sales Management, Business Development, Entrepreneurship, Retirement, Leadership, Strategic Planning, Lead Generation, Business Planning, Team Building, Fixed Annuities, Start-ups, Selling, Competitive Analysis, Account Management, Coaching, CRM, Sales Presentations, Strategic Partnerships, Product Marketing, Public Speaking, Online Marketing, Training, Sales Operations, Market Research, B2B, Negotiation, Salesforce.com, Cold Calling, Social Networking, Social Media Marketing, Consulting, Market Analysis, Customer Retention, Direct Marketing, Solution Selling, Marketing Management, Business Strategy, Online Advertising, Health Insurance
Education
Various professional courses focused on in-depth insurance knowledge and technology currency. 2007 — 2014
Bachelor degree-Electrical Engineering, Multiple courses to achieve in-depth insurance knowledge and technology currency., licenses and certifications awarded
California State University-Northridge 1966 — 1974
Master of Business Administration (M.B.A.), International Marketing, 3.81
Rahim Solehdin's New York Life Insurance Company Experience January 2013 - Present
Job Executive Council Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
World Financial Group (WFG) April 2012 - January 2013
Skills
Life Insurance, Retirement Planning, Finance, Insurance, Fixed Annuities, 401k Rollovers, College Savings Plans, Asset Protection, Estate Planning, Time Management, Mortgage Protection, Social Networking, Team Management, Multi-Tasking Skills, Annuity Sales, Long-Term Care, Final Expense Planning, Employee Benefits, Buy-sell Agreements, Retirement, Long-term Care
Education
California State University-Northridge
Bachelor of Science (BS), Finance
Chatsworth Senior High 2004 — 2008
New York Life Insurance Company January 2013 - Present
World Financial Group (WFG) April 2012 - January 2013
Skills
Life Insurance, Retirement Planning, Finance, Insurance, Fixed Annuities, 401k Rollovers, College Savings Plans, Asset Protection, Estate Planning, Time Management, Mortgage Protection, Social Networking, Team Management, Multi-Tasking Skills, Annuity Sales, Long-Term Care, Final Expense Planning, Employee Benefits, Buy-sell Agreements, Retirement, Long-term Care
Education
California State University-Northridge
Bachelor of Science (BS), Finance
Chatsworth Senior High 2004 — 2008
Jennifer Corker Jennifer Corker's New York Life Insurance Company Experience July 2011 - November 2012
Job Quality Assurance Specialist at YMCA Retirement Fund
Industry Financial Services
Experience
YMCA Retirement Fund October 2013 - Present
New York Life Insurance Company July 2011 - November 2012
New York Life July 2009 - June 2011
New York Life May 1997 - November 2003
Telephone Counseling Center, TIAA-CREF June 1994 - April 1997
Skills
Auditing, Internal Controls, Management Consulting, Internal Audit, Microsoft Excel, Fixed Annuities, Business Process..., Insurance, Life Insurance, FINRA, Quality Assurance, Operations Management, Customer Service, Business Analysis, Process Improvement, Analysis, Project Management, Microsoft Office, Investments, Risk Management, Management, Budgets
Education
Capella University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
St. Bonaventure University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Management Sciences and Quantitative Methods
Pace University
MBA
YMCA Retirement Fund October 2013 - Present
New York Life Insurance Company July 2011 - November 2012
New York Life July 2009 - June 2011
New York Life May 1997 - November 2003
Telephone Counseling Center, TIAA-CREF June 1994 - April 1997
Skills
Auditing, Internal Controls, Management Consulting, Internal Audit, Microsoft Excel, Fixed Annuities, Business Process..., Insurance, Life Insurance, FINRA, Quality Assurance, Operations Management, Customer Service, Business Analysis, Process Improvement, Analysis, Project Management, Microsoft Office, Investments, Risk Management, Management, Budgets
Education
Capella University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
St. Bonaventure University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Management Sciences and Quantitative Methods
Pace University
MBA
Christopher Njue Christopher Njue's New York Life Insurance Company Experience June 2012 - Present
Job Management Track
Industry Financial Services
Experience
American Income Life Insurance Company April 2014 - Present
New York Life Insurance Company June 2012 - Present
Campbell University 2007 - 2009
Skills
Insurance, Life Insurance, Investment Advisory..., Mortgage Brokers, Fixed Annuities, Long Term Care Insurance, Retirement Planning, IRAs, Term Life Insurance, Disability Insurance, Long-term Care, Whole Life, College Savings Plans, Retirement, Buy-sell Agreements, Universal Life
Education
Campbell University 2005 — 2009
Master of Science (MS), Clinical Research
The University of Connecticut
American Income Life Insurance Company April 2014 - Present
New York Life Insurance Company June 2012 - Present
Campbell University 2007 - 2009
Skills
Insurance, Life Insurance, Investment Advisory..., Mortgage Brokers, Fixed Annuities, Long Term Care Insurance, Retirement Planning, IRAs, Term Life Insurance, Disability Insurance, Long-term Care, Whole Life, College Savings Plans, Retirement, Buy-sell Agreements, Universal Life
Education
Campbell University 2005 — 2009
Master of Science (MS), Clinical Research
The University of Connecticut
Jeff Goble's New York Life Insurance Company Experience October 2013 - July 2014
Job Mortgage Loan Officer at Paramount Equity
Industry Financial Services
Experience
Paramount Equity July 2014 - Present
New York Life Insurance Company October 2013 - July 2014
Liberty Mutual Insurance October 2011 - December 2013
St. Paul Travelers July 2008 - December 2009
Skills
Insurance, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
California State University-Sacramento 2007 — 2008
B.S., Finance
Paramount Equity July 2014 - Present
New York Life Insurance Company October 2013 - July 2014
Liberty Mutual Insurance October 2011 - December 2013
St. Paul Travelers July 2008 - December 2009
Skills
Insurance, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
California State University-Sacramento 2007 — 2008
B.S., Finance
Lari Ryan Lari Ryan's New York Life Insurance Company Experience December 2011 - January 2013
Job CEO and President
Industry Financial Services
Experience
L.Ryan Enterprsies January 2013 - Present
New York Life Insurance Company December 2011 - January 2013
BSE Realty, Inc. August 2003 - September 2007
Milberg Weiss February 1998 - January 2003
Fidelity Investments December 1992 - October 1993
Skills
Estate Planning, Investments, Finance, Strategic Financial..., Real Estate, Securities, Insurance, Litigation, Mediation, Sales, Legal Research, Negotiation, Legal Writing, Retirement, Fixed Annuities, Contract Negotiation, Financial Services, Portfolio Management, Life Insurance, Mortgage Lending, Financial Analysis, Civil Litigation, Asset Management, Due Diligence, Retirement Planning, Small Business, Long-term Care, Dispute, Disability Insurance, Courts, Risk Management, Term Life Insurance, Corporate Law, Mergers & Acquisitions, Loans, Business, Litigation Support, Commercial Real Estate, Licensing, Corporate Governance, Trusts, Commercial Litigation, IRAs, Investment Properties, Mutual Funds, Health Insurance, Underwriting, Disputes, Asset Managment, Mergers
Education
National Conflict Resolution Center 2009 — 2010
Mediation Certificate, Mediation
University of California, San Diego 2003 — 2004
Professional Certificate, Business Management with a specialization in Enterprise Development
University of San Diego 1996 — 1997
ABA approved Paralegal Certificate, Civil Litigation
California State University-Northridge 1976 — 1978
Bachelors, Economics
L.Ryan Enterprsies January 2013 - Present
New York Life Insurance Company December 2011 - January 2013
BSE Realty, Inc. August 2003 - September 2007
Milberg Weiss February 1998 - January 2003
Fidelity Investments December 1992 - October 1993
Skills
Estate Planning, Investments, Finance, Strategic Financial..., Real Estate, Securities, Insurance, Litigation, Mediation, Sales, Legal Research, Negotiation, Legal Writing, Retirement, Fixed Annuities, Contract Negotiation, Financial Services, Portfolio Management, Life Insurance, Mortgage Lending, Financial Analysis, Civil Litigation, Asset Management, Due Diligence, Retirement Planning, Small Business, Long-term Care, Dispute, Disability Insurance, Courts, Risk Management, Term Life Insurance, Corporate Law, Mergers & Acquisitions, Loans, Business, Litigation Support, Commercial Real Estate, Licensing, Corporate Governance, Trusts, Commercial Litigation, IRAs, Investment Properties, Mutual Funds, Health Insurance, Underwriting, Disputes, Asset Managment, Mergers
Education
National Conflict Resolution Center 2009 — 2010
Mediation Certificate, Mediation
University of California, San Diego 2003 — 2004
Professional Certificate, Business Management with a specialization in Enterprise Development
University of San Diego 1996 — 1997
ABA approved Paralegal Certificate, Civil Litigation
California State University-Northridge 1976 — 1978
Bachelors, Economics
Colton Stenke Colton Stenke's New York Life Insurance Company Experience June 2011 - November 2012
Job Midsize and Large Group Benefits Consultant at Paychex
Industry Insurance
Experience
Paychex Insurance Agency November 2012 - Present
New York Life Insurance Company June 2011 - November 2012
Insphere Insurance Solutions 2009 - March 2012
ARTRA Curatorial - Co/Lab Art Fair January 2010 - January 2012
Torrance Art Museum 2009 - 2010
Skills
Disability Insurance, Small Business, Long-term Care, Health Insurance, Insurance, Fixed Annuities, Long Term Care Insurance, Sales, Healthcare, Term Life Insurance, Commercial Insurance, Life Insurance, Universal Life, Employee Benefits, Retirement Planning, Retirement
Education
California State University-Northridge
Paychex Insurance Agency November 2012 - Present
New York Life Insurance Company June 2011 - November 2012
Insphere Insurance Solutions 2009 - March 2012
ARTRA Curatorial - Co/Lab Art Fair January 2010 - January 2012
Torrance Art Museum 2009 - 2010
Skills
Disability Insurance, Small Business, Long-term Care, Health Insurance, Insurance, Fixed Annuities, Long Term Care Insurance, Sales, Healthcare, Term Life Insurance, Commercial Insurance, Life Insurance, Universal Life, Employee Benefits, Retirement Planning, Retirement
Education
California State University-Northridge
Gerald Craig, CFP®, CLU®, ChFC®'s New York Life Insurance Company Experience January 1993 - January 1995
Job Managing Partner, Carolina Planning Consultants, LLP
Industry Financial Services
Experience
Carolina Planning Consultants, LLP January 1995 - Present
New York Life Insurance Company January 1993 - January 1995
Provident Life and Accident January 1992 - January 1993
Paul Revere Insurance Group October 1989 - January 1992
New York Life Insurance Company July 1987 - September 1989
BB&T June 1985 - June 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Financial Services, Risk Management, Retirement, Estate Planning, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Series 6, Series 24, Series 65, Series 63, Long Term Care Insurance, Life & Health Insurance..., Medicare Supplement, Retirement Income..., College Education..., Portfolio Analysis, Trust Services, Charitable Gift Planning, Business Succession..., Budgets, Risk Assessment, Annuities, Disability Insurance, Financial Planning, Series 7, Investment Advisory, Finance, Fixed Annuities
Education
Campbell University 1981 — 1985
BBA, Trust Management
College for Financial Planning
Certified Financial Planner (CFP®)
FIke High School
FIke High School
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Carolina Planning Consultants, LLP January 1995 - Present
New York Life Insurance Company January 1993 - January 1995
Provident Life and Accident January 1992 - January 1993
Paul Revere Insurance Group October 1989 - January 1992
New York Life Insurance Company July 1987 - September 1989
BB&T June 1985 - June 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Financial Services, Risk Management, Retirement, Estate Planning, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Asset Management, Series 6, Series 24, Series 65, Series 63, Long Term Care Insurance, Life & Health Insurance..., Medicare Supplement, Retirement Income..., College Education..., Portfolio Analysis, Trust Services, Charitable Gift Planning, Business Succession..., Budgets, Risk Assessment, Annuities, Disability Insurance, Financial Planning, Series 7, Investment Advisory, Finance, Fixed Annuities
Education
Campbell University 1981 — 1985
BBA, Trust Management
College for Financial Planning
Certified Financial Planner (CFP®)
FIke High School
FIke High School
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
William San William San's New York Life Insurance Company Experience April 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2015 - Present
NYLIFE Securities LLC April 2015 - Present
EastWest Bank Corp April 2013 - October 2014
Computer Network Support & Services Inc. March 2011 - March 2013
Skills
Project Management, Customer Service, Leadership, Marketing Strategy, Communication, Risk Assessment, Business Networking, Permanent Life Insurance, Succession Planning, Small Business..., Analysis, Finance, Microsoft Word, Microsoft Excel
Education
California State University-Northridge 2002 — 2009
Bachelor's Degree, Double Major in Marketing and Asian American Studies, Minor in Business Management
New York Life Insurance Company April 2015 - Present
NYLIFE Securities LLC April 2015 - Present
EastWest Bank Corp April 2013 - October 2014
Computer Network Support & Services Inc. March 2011 - March 2013
Skills
Project Management, Customer Service, Leadership, Marketing Strategy, Communication, Risk Assessment, Business Networking, Permanent Life Insurance, Succession Planning, Small Business..., Analysis, Finance, Microsoft Word, Microsoft Excel
Education
California State University-Northridge 2002 — 2009
Bachelor's Degree, Double Major in Marketing and Asian American Studies, Minor in Business Management
Jonathan Shaham's New York Life Insurance Company Experience September 2015 - Present
Job Estate Planning Agent
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Utility Data Contractors, Inc March 2014 - January 2015
Salud de la Mujer y los Niños January 2010 - March 2014
Champions After School and Adventure September 2009 - March 2011
Womens Health Care January 2008 - January 2010
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Life Insurance, Geography, Spatial Analysis, ArcGIS, Cartography, Environmental Impact..., Geomorphology, Arcpad, Data Analysis, Microsoft Excel, Autolevel Surveying, Environmental Impact..., Non-intrusive Field..., GPS Data Collection, Increment Boring, Laser Theodolite..., Field Asset Condition...
Education
California State University-Northridge 2007 — 2012
Bachelor of Arts (B.A.), Geography
New York Life Insurance Company September 2015 - Present
Utility Data Contractors, Inc March 2014 - January 2015
Salud de la Mujer y los Niños January 2010 - March 2014
Champions After School and Adventure September 2009 - March 2011
Womens Health Care January 2008 - January 2010
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Life Insurance, Geography, Spatial Analysis, ArcGIS, Cartography, Environmental Impact..., Geomorphology, Arcpad, Data Analysis, Microsoft Excel, Autolevel Surveying, Environmental Impact..., Non-intrusive Field..., GPS Data Collection, Increment Boring, Laser Theodolite..., Field Asset Condition...
Education
California State University-Northridge 2007 — 2012
Bachelor of Arts (B.A.), Geography
Shant Rostamian's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Education
University of California, Los Angeles 2014 — 2014
Certification in Personal Financial Planning, Financial Planning and Services
California State University-Northridge 2008 — 2013
Bachelor of Arts, Liberal Studies/Finance
New York Life Insurance Company June 2015 - Present
Education
University of California, Los Angeles 2014 — 2014
Certification in Personal Financial Planning, Financial Planning and Services
California State University-Northridge 2008 — 2013
Bachelor of Arts, Liberal Studies/Finance
Heeuk Bobby Sin's New York Life Insurance Company Experience July 2015 - Present
Job Agent with New York Life helping individuals, families and business owners develop a sound financial strategy.
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Jeggology, Inc. April 2014 - July 2015
Krazy Love, Inc. January 2011 - March 2014
Labijou May 2009 - December 2010
Blanket World Int'l, Inc. December 2005 - April 2009
Skills
Fashion, Inventory Management, Sales Management, Merchandising, Profit, New Business Development, Customer Service, Apparel, Account Management, Sales, Operations Management, Purchasing, Team Building, Retail, Product Marketing, Business Strategy, Management, Trade Shows, Inventory Control, Advertising, Public Relations, Online Advertising, Business Planning, Pricing, Social Networking, Life Insurance, Long Term Care Insurance
Education
CSUN 1989 — 1991
New York Life Insurance Company July 2015 - Present
Jeggology, Inc. April 2014 - July 2015
Krazy Love, Inc. January 2011 - March 2014
Labijou May 2009 - December 2010
Blanket World Int'l, Inc. December 2005 - April 2009
Skills
Fashion, Inventory Management, Sales Management, Merchandising, Profit, New Business Development, Customer Service, Apparel, Account Management, Sales, Operations Management, Purchasing, Team Building, Retail, Product Marketing, Business Strategy, Management, Trade Shows, Inventory Control, Advertising, Public Relations, Online Advertising, Business Planning, Pricing, Social Networking, Life Insurance, Long Term Care Insurance
Education
CSUN 1989 — 1991
Scott Robinson's New York Life Insurance Company Experience October 2012 - November 2014
Job Licensing, Precontract
Industry Financial Services
Experience
The Paul Revere Life Insurance Company May 2015 - June 2015
NYLIFE Securities LLC March 2013 - November 2014
New York Life Insurance Company October 2012 - November 2014
BlueCross BlueShield of Western New York / BlueSheild of Albany May 2010 - July 2011
Patagonia August 2008 - August 2009
Patagonia April 2007 - August 2009
Patagonia March 2007 - August 2009
Patagonia March 2007 - August 2009
Snow Country December 2006 - March 2007
Snow Country November 2006 - March 2007
Skills
Insurance, Retirement Planning, College Education..., Fixed Annuities, Series 6, Series 63, Pension Max, 401(k) Rollovers, Asset Protection, Estate Planning, Key Person Protection, Licensed Life & Health..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Investments, Finance, Leadership, Retirement, Long-term Care, Public Speaking, Financial Services, Sales, Entrepreneurship, Recruiting, Analysis, Disability Insurance, Employee Benefits, Budgets, Life Insurance, Securities, Strategic Financial..., 401k, Health Insurance, Term Life Insurance, Small Business, Wealth Management, Long Term Care Insurance, Mutual Funds, Financial Planners, IRAs, 401k Rollovers, Asset Allocation, Financial Analysis, Variable Annuities, Investment Strategies, Whole Life, College Savings Plans
Education
Canisius College 2009 — 2012
NOLS The National Outdoor Leadership School
Coastal Sailing (Baja, Mexico)
NOLS The National Outdoor Leadership School
Backcountry Skiing and Camping (Teton Valley, WY)
NOLS The National Outdoor Leadership School
Himalayan Backpacking (INDIA)
Aquinas
The Paul Revere Life Insurance Company May 2015 - June 2015
NYLIFE Securities LLC March 2013 - November 2014
New York Life Insurance Company October 2012 - November 2014
BlueCross BlueShield of Western New York / BlueSheild of Albany May 2010 - July 2011
Patagonia August 2008 - August 2009
Patagonia April 2007 - August 2009
Patagonia March 2007 - August 2009
Patagonia March 2007 - August 2009
Snow Country December 2006 - March 2007
Snow Country November 2006 - March 2007
Skills
Insurance, Retirement Planning, College Education..., Fixed Annuities, Series 6, Series 63, Pension Max, 401(k) Rollovers, Asset Protection, Estate Planning, Key Person Protection, Licensed Life & Health..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Investments, Finance, Leadership, Retirement, Long-term Care, Public Speaking, Financial Services, Sales, Entrepreneurship, Recruiting, Analysis, Disability Insurance, Employee Benefits, Budgets, Life Insurance, Securities, Strategic Financial..., 401k, Health Insurance, Term Life Insurance, Small Business, Wealth Management, Long Term Care Insurance, Mutual Funds, Financial Planners, IRAs, 401k Rollovers, Asset Allocation, Financial Analysis, Variable Annuities, Investment Strategies, Whole Life, College Savings Plans
Education
Canisius College 2009 — 2012
NOLS The National Outdoor Leadership School
Coastal Sailing (Baja, Mexico)
NOLS The National Outdoor Leadership School
Backcountry Skiing and Camping (Teton Valley, WY)
NOLS The National Outdoor Leadership School
Himalayan Backpacking (INDIA)
Aquinas
Brian McKeon Brian McKeon's New York Life Insurance Company Experience June 2010 - August 2010
Job Broker at Willis Re
Industry Insurance
Experience
Willis Re April 2015 - Present
Willis Re July 2012 - March 2015
Desmond, Nolan, Livaich, & Cunningham Attorneys at Law June 2011 - August 2011
New York Life Insurance Company June 2010 - August 2010
Education
California State University-Sacramento 2008 — 2012
Bachelor of Science Business Administration, Finance
Willis Re April 2015 - Present
Willis Re July 2012 - March 2015
Desmond, Nolan, Livaich, & Cunningham Attorneys at Law June 2011 - August 2011
New York Life Insurance Company June 2010 - August 2010
Education
California State University-Sacramento 2008 — 2012
Bachelor of Science Business Administration, Finance
Eric Budin's New York Life Insurance Company Experience March 2015 - Present
Job Agent at New York Life Helping People Protect The Things They Love Most
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
GoServe! 2013 - 2015
Jericho Road Ministries 2010 - 2013
Charles Schwab 1992 - 2000
Skills
Program Development, Non-profits, Teaching, Public Speaking, Nonprofits, Volunteer Management, Fundraising, Grant Writing, Community Outreach, Christian Ministry, Christian Leadership, Donor Management, Donor Recognition, Donor Engagement, Donor Development, Donor Solicitation, Major Donor Cultivation, Volunteer Recruiting, Volunteer Training, Grants, Non-profit..., Leadership, Community Development, Community Organizing, Marketing, Board Development, Philanthropy, Coaching, Youth Development, Social Entrepreneurship, Leadership Development, Organizational..., Youth Mentoring, Staff Development
Education
Paul Smith's College 1980 — 1982
A.A.S., Environmental Science
Canisius College 1992 — 1995
Continuing Studies, Organizational Psychology
New York Life Insurance Company March 2015 - Present
GoServe! 2013 - 2015
Jericho Road Ministries 2010 - 2013
Charles Schwab 1992 - 2000
Skills
Program Development, Non-profits, Teaching, Public Speaking, Nonprofits, Volunteer Management, Fundraising, Grant Writing, Community Outreach, Christian Ministry, Christian Leadership, Donor Management, Donor Recognition, Donor Engagement, Donor Development, Donor Solicitation, Major Donor Cultivation, Volunteer Recruiting, Volunteer Training, Grants, Non-profit..., Leadership, Community Development, Community Organizing, Marketing, Board Development, Philanthropy, Coaching, Youth Development, Social Entrepreneurship, Leadership Development, Organizational..., Youth Mentoring, Staff Development
Education
Paul Smith's College 1980 — 1982
A.A.S., Environmental Science
Canisius College 1992 — 1995
Continuing Studies, Organizational Psychology
Alex Dubra, MBA's New York Life Insurance Company Experience February 2010 - July 2013
Job Managed Services Supervisor at Convey
Industry Financial Services
Experience
Convey, A Sovos Compliance Company October 2014 - Present
Convey August 2013 - September 2014
New York Life Insurance Company February 2010 - July 2013
Wells Fargo Home Mortgage September 2009 - March 2010
Darque Tan June 2007 - September 2009
University of Minnesota January 2006 - December 2008
Benefits, Inc. June 2002 - June 2006
Skills
Claims Handling, Customer Service, Sales Management, Project Management, Project Planning, Mortgage Servicing, Retail Sales, Employee Training, University Teaching, Schedules, Corporate Communications, Corporate Events, Corporate Branding, Corporate Social..., Financial Accounting, Agent for Change, Interview Preparation, Interviewing Skills, Leading Meetings, Systems Improvement, Business Process..., Life Insurance, Employee Engagement, Diversity & Inclusion, Multi Tasking, Team Leadership, Teamwork, Deadline Driven, Oral & Written..., Close Attention to..., World Class Customer..., Press Releases, Volunteer Recruiting, Nonprofits, Community Outreach, PowerPoint, Volunteer Management, Process Improvement, Event Management, Sales, Team Building, Public Speaking, Data Entry, Fundraising, Term Life Insurance, Health Insurance, Event Planning, Marketing Communications, Budgets, Data Import/export
Education
Capella University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 2004 — 2008
Bachelor of Arts (BA), Communication, General
Convey, A Sovos Compliance Company October 2014 - Present
Convey August 2013 - September 2014
New York Life Insurance Company February 2010 - July 2013
Wells Fargo Home Mortgage September 2009 - March 2010
Darque Tan June 2007 - September 2009
University of Minnesota January 2006 - December 2008
Benefits, Inc. June 2002 - June 2006
Skills
Claims Handling, Customer Service, Sales Management, Project Management, Project Planning, Mortgage Servicing, Retail Sales, Employee Training, University Teaching, Schedules, Corporate Communications, Corporate Events, Corporate Branding, Corporate Social..., Financial Accounting, Agent for Change, Interview Preparation, Interviewing Skills, Leading Meetings, Systems Improvement, Business Process..., Life Insurance, Employee Engagement, Diversity & Inclusion, Multi Tasking, Team Leadership, Teamwork, Deadline Driven, Oral & Written..., Close Attention to..., World Class Customer..., Press Releases, Volunteer Recruiting, Nonprofits, Community Outreach, PowerPoint, Volunteer Management, Process Improvement, Event Management, Sales, Team Building, Public Speaking, Data Entry, Fundraising, Term Life Insurance, Health Insurance, Event Planning, Marketing Communications, Budgets, Data Import/export
Education
Capella University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 2004 — 2008
Bachelor of Arts (BA), Communication, General
Curtis Wise's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent with New York Life Insurance Company helping families build financial portfolios and retirement plans
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Broadbase Inc. DBA Jiffylube June 2011 - December 2014
Riverwalk Golf Course September 2010 - May 2011
Whitney Oaks Golf Course April 2007 - August 2009
Skills
Personal Finance, Estate Planning, College Funding..., Account Management, Retirement Planning, Income Protection, Licensed Life Insurance..., Customer Service, Multi-generational..., Fixed Annuities, CRM, Life Insurance, Sales, Time Management, Social Media
Education
California State University-Sacramento 2012 — 2013
Bachelor of Science, Criminal Justice, 3.4 GPA
San Diego State University-California State University 2009 — 2011
Bachelor of Science (B.S.), Criminal Justice, 3.3 GPA
New York Life Insurance Company September 2014 - Present
Broadbase Inc. DBA Jiffylube June 2011 - December 2014
Riverwalk Golf Course September 2010 - May 2011
Whitney Oaks Golf Course April 2007 - August 2009
Skills
Personal Finance, Estate Planning, College Funding..., Account Management, Retirement Planning, Income Protection, Licensed Life Insurance..., Customer Service, Multi-generational..., Fixed Annuities, CRM, Life Insurance, Sales, Time Management, Social Media
Education
California State University-Sacramento 2012 — 2013
Bachelor of Science, Criminal Justice, 3.4 GPA
San Diego State University-California State University 2009 — 2011
Bachelor of Science (B.S.), Criminal Justice, 3.3 GPA
Jim Eiseman Jim Eiseman's New York Life Insurance Company Experience October 2012 - Present
Job Helping young families to develop a sound financial strategy in Western New York.
Industry Insurance
Experience
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company October 2012 - Present
Verizon Wireless February 2005 - August 2012
Twinco Inc February 2002 - June 2005
Skills
Sales, Direct Sales, Account Management, Customer Satisfaction, Customer Retention, 401k Rollovers, Financial Services, Personal Finance, Business Networking, Charitable Giving, IRA Rollovers, Retirement, Retirement Planning, Public Speaking, Small Business, Term Life Insurance, Insurance, Investments, Key Person Insurance, Leadership, Legacies, Legacy Planning, Life Insurance, Life Insurance..., Networking, Problem Solving, Protection..., Selling, Succession Planning, Building Relationships, Business Insurance..., Customer Insight, Multi-generational..., Multi-generational..., Communication, Business Exit Strategy, Creative Problem Solving, Grandchild Gifting, Gifting Strategies, Education Funding..., Estate Planning, Licensed Life Insurance..., Licensed in Long Term..., Permanent Life Insurance, Risk Management, Supplements to Employee..., Time Management, Writing, Wealth Preservation..., Wealth Transfer...
Education
St. Bonaventure University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Economics
West Seneca East Senior High School 1999 — 2003
High School
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company October 2012 - Present
Verizon Wireless February 2005 - August 2012
Twinco Inc February 2002 - June 2005
Skills
Sales, Direct Sales, Account Management, Customer Satisfaction, Customer Retention, 401k Rollovers, Financial Services, Personal Finance, Business Networking, Charitable Giving, IRA Rollovers, Retirement, Retirement Planning, Public Speaking, Small Business, Term Life Insurance, Insurance, Investments, Key Person Insurance, Leadership, Legacies, Legacy Planning, Life Insurance, Life Insurance..., Networking, Problem Solving, Protection..., Selling, Succession Planning, Building Relationships, Business Insurance..., Customer Insight, Multi-generational..., Multi-generational..., Communication, Business Exit Strategy, Creative Problem Solving, Grandchild Gifting, Gifting Strategies, Education Funding..., Estate Planning, Licensed Life Insurance..., Licensed in Long Term..., Permanent Life Insurance, Risk Management, Supplements to Employee..., Time Management, Writing, Wealth Preservation..., Wealth Transfer...
Education
St. Bonaventure University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Economics
West Seneca East Senior High School 1999 — 2003
High School
Charles Taormina's New York Life Insurance Company Experience April 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company April 2014 - Present
Skills
•Licensed Life..., 401k Rollovers, •Annuity Sales, Investments, •Licensed in Long Term..., •Education Funding..., •Asset Protection, •Business Insurance..., •Permanent Life..., •Customer Satisfaction, •Charitable Giving, •Business Succession..., •Protection..., •Creative Problem..., Finance, Insurance, Retirement, Sales, Customer Service
Education
Cape Cod Community College 1986 — 1989
Business Administration and Management, General
Plymouth-Carver High School 1982 — 1985
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company April 2014 - Present
Skills
•Licensed Life..., 401k Rollovers, •Annuity Sales, Investments, •Licensed in Long Term..., •Education Funding..., •Asset Protection, •Business Insurance..., •Permanent Life..., •Customer Satisfaction, •Charitable Giving, •Business Succession..., •Protection..., •Creative Problem..., Finance, Insurance, Retirement, Sales, Customer Service
Education
Cape Cod Community College 1986 — 1989
Business Administration and Management, General
Plymouth-Carver High School 1982 — 1985
Juliette Castelli's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Union Bank January 2013 - May 2013
Citi August 2011 - January 2013
Wells Fargo July 2010 - February 2011
Skills
Retirement Planning, Fixed Income, 401k Rollovers, Fixed Annuities, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding, Estate Planning, Gifting Strategies, IRAs, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., Retail Banking, Banking, Management, Customer Service, Loans, Microsoft Office, Long-Term Care Insurance, Bloomberg
Education
San Francisco State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1
Cañada College 2008 — 2009
N/A, Business Administration and Management, General
New York Life Insurance Company October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Union Bank January 2013 - May 2013
Citi August 2011 - January 2013
Wells Fargo July 2010 - February 2011
Skills
Retirement Planning, Fixed Income, 401k Rollovers, Fixed Annuities, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding, Estate Planning, Gifting Strategies, IRAs, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., Retail Banking, Banking, Management, Customer Service, Loans, Microsoft Office, Long-Term Care Insurance, Bloomberg
Education
San Francisco State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.1
Cañada College 2008 — 2009
N/A, Business Administration and Management, General
Michael Delsalto Michael Delsalto's New York Life Insurance Company Experience April 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2013 - Present
Best Buy August 2009 - May 2013
Safeway August 2006 - June 2008
Skills
PowerPoint, Sales, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Time Management, Outlook, Retail, Social Media, Public Speaking, Leadership, Event Planning, Customer Satisfaction, Teamwork, Social Networking, Facebook
Education
University of Southern California 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Los Angeles 2011 — 2013
Bachelor of Science (BS), Business/Managerial Economics
Pasadena City College
Associate of Arts (A.A.), Humanities/Humanistic Studies
New York Life Insurance Company April 2013 - Present
Best Buy August 2009 - May 2013
Safeway August 2006 - June 2008
Skills
PowerPoint, Sales, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Time Management, Outlook, Retail, Social Media, Public Speaking, Leadership, Event Planning, Customer Satisfaction, Teamwork, Social Networking, Facebook
Education
University of Southern California 2015 — 2017
Master of Business Administration (M.B.A.)
California State University-Los Angeles 2011 — 2013
Bachelor of Science (BS), Business/Managerial Economics
Pasadena City College
Associate of Arts (A.A.), Humanities/Humanistic Studies
Kylie Silva's New York Life Insurance Company Experience
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Business Insurance..., Business Planning, Employee Benefits, Education Funding..., Income Protection, Life Insurance, Retirement Planning, Supplements To Employee..., Family Security, Problem Solving
Education
California State University-Northridge
Bachelor’s Degree
New York Life Insurance Company
Skills
Business Insurance..., Business Planning, Employee Benefits, Education Funding..., Income Protection, Life Insurance, Retirement Planning, Supplements To Employee..., Family Security, Problem Solving
Education
California State University-Northridge
Bachelor’s Degree
Motecuzoma Sanchez's New York Life Insurance Company Experience March 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
SEMILLAS October 2013 - Present
San Joaquin-Calaveras Central Labor Council August 2013 - March 2014
SEIU-UHW January 2013 - February 2014
Opportunity PAC September 2012 - November 2012
Skills
Legislation, Coalitions, Legislative Research, Public Speaking, Grassroots Organizing, Policy Analysis, Politics, Political Campaigns, Public Policy, Political Consulting, Legislative Affairs, Political Communication, Legislative Relations, Political Science, Public Affairs, State Government, Speech Writing, Government, Strategic Communications, Nonprofits, Fundraising, Constituent Services, Media Relations, Local Government, GOTV, Press Releases, Non-profit..., Elections, Youth Development, Public Relations, Governmental Affairs, Message Development, Campaigns, Event Planning, Public Administration, Social Media, Policy Research, Spokesperson, Talking Points, Coalition Development, Political Strategy, Community Organizing, Education Funding..., Strategic Planning, Long-Term Care Insurance
Education
University of Southern California - Sol Price School of Public Policy 2013 — 2015
Masters, Public Administration
CSU Sacramento 2011 — 2012
Capitol Fellowship, Public Administration
CSU Sacramento 2009 — 2011
Bachelor of Arts (B.A.), Ethnic Studies, 3.89
San Joaquin Delta College
Associate of Arts (A.A.), General Studies
New York Life Insurance Company March 2014 - Present
SEMILLAS October 2013 - Present
San Joaquin-Calaveras Central Labor Council August 2013 - March 2014
SEIU-UHW January 2013 - February 2014
Opportunity PAC September 2012 - November 2012
Skills
Legislation, Coalitions, Legislative Research, Public Speaking, Grassroots Organizing, Policy Analysis, Politics, Political Campaigns, Public Policy, Political Consulting, Legislative Affairs, Political Communication, Legislative Relations, Political Science, Public Affairs, State Government, Speech Writing, Government, Strategic Communications, Nonprofits, Fundraising, Constituent Services, Media Relations, Local Government, GOTV, Press Releases, Non-profit..., Elections, Youth Development, Public Relations, Governmental Affairs, Message Development, Campaigns, Event Planning, Public Administration, Social Media, Policy Research, Spokesperson, Talking Points, Coalition Development, Political Strategy, Community Organizing, Education Funding..., Strategic Planning, Long-Term Care Insurance
Education
University of Southern California - Sol Price School of Public Policy 2013 — 2015
Masters, Public Administration
CSU Sacramento 2011 — 2012
Capitol Fellowship, Public Administration
CSU Sacramento 2009 — 2011
Bachelor of Arts (B.A.), Ethnic Studies, 3.89
San Joaquin Delta College
Associate of Arts (A.A.), General Studies
Charles E. Caron's New York Life Insurance Company Experience October 2014 - February 2015
Job Luxury Vacation Home Caretaker Owner of Impeccable Clean and Caron Property Solutions
Industry Consumer Services
Experience
The Entrepreneurial Networking Group Of Cape Cod September 2014 - Present
Caron Property Solutions January 2014 - Present
Impeccable Clean January 2013 - Present
New York Life Insurance Company October 2014 - February 2015
Cape Cod Times January 2013 - January 2014
Chatham Window Washing Company January 2013 - January 2014
New England Vacation Rentals September 2014 - 2014
Mike Craffey Window Washing March 2002 - September 2013
Spring Time Cleaning January 2001 - January 2013
Skills
Social Networking, Advertising, Management, Online Marketing, Marketing, Blogging, Music Industry, Public Relations, Sales, Public Speaking, Social Media, Customer Service, Email Marketing, Facebook, Investment Properties, Marketing Strategy, Online Advertising, Professional Cleaning, Small Business, Strategic Planning, Team Building, Window Cleaning, Entrepreneurship, Event Management, Social Media Marketing
Education
Cape Cod Community College 2010 — 2012
Pending, Entrepreneurial and Small Business Operations
George & Anne Meservey's National Real Estate Studies 2011 — 2011
Chatham High School 2007 — 2010
High School
The Entrepreneurial Networking Group Of Cape Cod September 2014 - Present
Caron Property Solutions January 2014 - Present
Impeccable Clean January 2013 - Present
New York Life Insurance Company October 2014 - February 2015
Cape Cod Times January 2013 - January 2014
Chatham Window Washing Company January 2013 - January 2014
New England Vacation Rentals September 2014 - 2014
Mike Craffey Window Washing March 2002 - September 2013
Spring Time Cleaning January 2001 - January 2013
Skills
Social Networking, Advertising, Management, Online Marketing, Marketing, Blogging, Music Industry, Public Relations, Sales, Public Speaking, Social Media, Customer Service, Email Marketing, Facebook, Investment Properties, Marketing Strategy, Online Advertising, Professional Cleaning, Small Business, Strategic Planning, Team Building, Window Cleaning, Entrepreneurship, Event Management, Social Media Marketing
Education
Cape Cod Community College 2010 — 2012
Pending, Entrepreneurial and Small Business Operations
George & Anne Meservey's National Real Estate Studies 2011 — 2011
Chatham High School 2007 — 2010
High School
Lusineh Atayan's New York Life Insurance Company Experience June 2014 - Present
Job Director of Recruiting
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
MetLife October 2013 - May 2014
Unum May 2007 - October 2013
CIGNA March 2005 - May 2007
Skills
Sales, Disability Insurance, Management, Customer Service, Insurance, Leadership, Employee Benefits, Time Management, Marketing, Strategic Planning, Account Management, Negotiation, Team Building, Sales Management, Claim, Underwriting, Recruiting, Brokers, Microsoft Office, Social Networking, Long-term Care, Proficient in Microsoft..., Excel in fast paced,..., Impressive analytical, ..., Cold Calling, Bilingual in English..., Effective persuasive..., Sourcing, Financial Services
Education
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
California State University-Northridge
Bachelor’s Degree, Business Administration and Management, General
New York Life Insurance Company June 2014 - Present
MetLife October 2013 - May 2014
Unum May 2007 - October 2013
CIGNA March 2005 - May 2007
Skills
Sales, Disability Insurance, Management, Customer Service, Insurance, Leadership, Employee Benefits, Time Management, Marketing, Strategic Planning, Account Management, Negotiation, Team Building, Sales Management, Claim, Underwriting, Recruiting, Brokers, Microsoft Office, Social Networking, Long-term Care, Proficient in Microsoft..., Excel in fast paced,..., Impressive analytical, ..., Cold Calling, Bilingual in English..., Effective persuasive..., Sourcing, Financial Services
Education
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
California State University-Northridge
Bachelor’s Degree, Business Administration and Management, General
Angie Denman's New York Life Insurance Company Experience April 2012 - November 2012
Job Professional/Experienced Event Coordinator/Sales and Marketing Manager
Industry Events Services
Experience
Meeting Professionals International September 2014 - Present
Strikz Event Center February 2014 - Present
W.E.B. Women Enhancing Business- Frisco August 2014 - Present
Joyful Noise Mgmt June 2008 - November 2013
New York Life Insurance Company April 2012 - November 2012
Marriott International February 1999 - August 2006
Skills
B2B, Client Development, Operations Management, Outlook, Small Business, Event Management, Customer Service, Event Planning, Sales, Marketing, Fundraising, Management, Nonprofits, Recruiting, Trade Shows, Press Releases
Education
Cameron University 1986 — 1987
Meeting Professionals International September 2014 - Present
Strikz Event Center February 2014 - Present
W.E.B. Women Enhancing Business- Frisco August 2014 - Present
Joyful Noise Mgmt June 2008 - November 2013
New York Life Insurance Company April 2012 - November 2012
Marriott International February 1999 - August 2006
Skills
B2B, Client Development, Operations Management, Outlook, Small Business, Event Management, Customer Service, Event Planning, Sales, Marketing, Fundraising, Management, Nonprofits, Recruiting, Trade Shows, Press Releases
Education
Cameron University 1986 — 1987
Chris Harborth's New York Life Insurance Company Experience March 2013 - June 2013
Job Entrepreneur and Investor
Industry Investment Management
Experience
Harborth Construction LLC 2009 - 2015
Morgan Stanley Wealth Management July 2013 - March 2014
New York Life Insurance Company March 2013 - June 2013
Emporos Financial, LLC 2012 - 2013
Skills
Financial Analysis, Financial Reporting, Investments, Series 7, MBA, Management, Strategic Financial..., Investment Management, Mutual Funds, Start-ups, Investment Strategies, Series 66, ETFs, Asset Allocation, Series 31, Life Insurance
Education
California State University-Sacramento 2006 — 2008
Master of Business Administration (MBA), Finance
The University of Texas at San Antonio 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Harborth Construction LLC 2009 - 2015
Morgan Stanley Wealth Management July 2013 - March 2014
New York Life Insurance Company March 2013 - June 2013
Emporos Financial, LLC 2012 - 2013
Skills
Financial Analysis, Financial Reporting, Investments, Series 7, MBA, Management, Strategic Financial..., Investment Management, Mutual Funds, Start-ups, Investment Strategies, Series 66, ETFs, Asset Allocation, Series 31, Life Insurance
Education
California State University-Sacramento 2006 — 2008
Master of Business Administration (MBA), Finance
The University of Texas at San Antonio 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Lan Anh Vu ,LUTCF, CLTC's New York Life Insurance Company Experience April 2008 - Present
Job Passionate Agent with New York Life providing protection and wealth accumulation solutions forFamilies and Professionals
Industry Financial Services
Experience
New York Life Insurance Company April 2008 - Present
NYLIFE Securities LLC April 2008 - Present
Metlife Insurance Company January 2000 - April 2008
Skills
Financial Services, Fixed Annuities, Retirement Planning, Mutual Funds, Life Insurance, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, 401(k) Rollovers, Asset Protection, Lifetime Income..., Protection..., Risk Management, 401k Rollovers, Financial Planning, Retirement, Insurance, Securities, Finance
Education
California State University-Northridge 1983 — 1988
Bachelor's degree in Computer Science, Computer and Information Sciences and Support Services
New York Life Insurance Company April 2008 - Present
NYLIFE Securities LLC April 2008 - Present
Metlife Insurance Company January 2000 - April 2008
Skills
Financial Services, Fixed Annuities, Retirement Planning, Mutual Funds, Life Insurance, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, 401(k) Rollovers, Asset Protection, Lifetime Income..., Protection..., Risk Management, 401k Rollovers, Financial Planning, Retirement, Insurance, Securities, Finance
Education
California State University-Northridge 1983 — 1988
Bachelor's degree in Computer Science, Computer and Information Sciences and Support Services
Adam Emami's New York Life Insurance Company Experience April 2012 - July 2012
Job Underwriter, Bond & Specialty Insurance
Industry Insurance
Experience
Travelers June 2015 - Present
Berkshire Hathaway Homestate Companies January 2013 - May 2015
Wildcard Screen Printing Co March 2011 - December 2012
New York Life Insurance Company April 2012 - July 2012
Cheesecake Factory January 2009 - August 2011
California State Capital – Governor’s Office June 2010 - January 2011
Skills
Trend Forecasting, Microsoft Excel, Operations Management, Marketing Strategy, PowerPoint, Customer Service, Time Management, Outlook, Forecasting, Management, Process Improvement, Microsoft Office, Budgets, Recruiting, Sales, Insurance, Public Speaking, Leadership
Education
California State University-Sacramento 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Davis Senior High School
Travelers June 2015 - Present
Berkshire Hathaway Homestate Companies January 2013 - May 2015
Wildcard Screen Printing Co March 2011 - December 2012
New York Life Insurance Company April 2012 - July 2012
Cheesecake Factory January 2009 - August 2011
California State Capital – Governor’s Office June 2010 - January 2011
Skills
Trend Forecasting, Microsoft Excel, Operations Management, Marketing Strategy, PowerPoint, Customer Service, Time Management, Outlook, Forecasting, Management, Process Improvement, Microsoft Office, Budgets, Recruiting, Sales, Insurance, Public Speaking, Leadership
Education
California State University-Sacramento 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Davis Senior High School
Ani Basmadjyan Ani Basmadjyan's New York Life Insurance Company Experience October 2014 - Present
Job Agent with New York Life helping families and business owners create, build and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company January 2008 - September 2014
Skills
Recruiting, Performance Management, Retirement Planning, Interviews, Sales, 401k, Retirement, Disability Insurance, Life Insurance, Management, Insurance, Employee Benefits, Fixed Annuities, College Recruiting, Talent Acquisition, Small Business, Succession Planning, Long-term Care, Onboarding, Investments, Applicant Tracking..., Executive Pay, Strategic Financial..., Mutual Funds, Health Insurance, Financial Planning, Long Term Care Insurance, Key Person Protection, Buy-sell Agreements, Business Planning, Asset Protection, Grandchild Gifting, Income Protection, Wealth Preservation..., Education Funding..., Leadership
Education
California State University-Northridge
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company January 2008 - September 2014
Skills
Recruiting, Performance Management, Retirement Planning, Interviews, Sales, 401k, Retirement, Disability Insurance, Life Insurance, Management, Insurance, Employee Benefits, Fixed Annuities, College Recruiting, Talent Acquisition, Small Business, Succession Planning, Long-term Care, Onboarding, Investments, Applicant Tracking..., Executive Pay, Strategic Financial..., Mutual Funds, Health Insurance, Financial Planning, Long Term Care Insurance, Key Person Protection, Buy-sell Agreements, Business Planning, Asset Protection, Grandchild Gifting, Income Protection, Wealth Preservation..., Education Funding..., Leadership
Education
California State University-Northridge
Alicia Pipkin Alicia Pipkin's New York Life Insurance Company Experience December 2001 - July 2003
Job Medicare Claims Business Analyst (Intermediate) at Blue Shield of California
Industry Hospital & Health Care
Experience
Blue Shield of California September 2014 - Present
Health Net November 2007 - September 2014
Health Net November 2006 - November 2007
Health Net March 2006 - November 2006
Health Net Federal Services November 2004 - March 2006
Pottery Barn October 2004 - February 2005
Jacobson Markham LLP January 2004 - September 2004
New York Life Insurance Company December 2001 - July 2003
Cultured Marble Products/First Rate Renovations June 1998 - August 2001
Skills
Business Analysis, Research, Claims Management, Claims Resolution, Policies & Procedures..., Claims Training, Reporting & Analysis, Internal Audit, External Audit, Legal Research, Provider Relations, Customer Experience, Health Insurance, Policy, Training
Education
California State University-Sacramento 2000 — 2004
Bachelor of Science (BS), Criminal Justice, 3.356
Alameda High School 1996 — 2000
High School, 4.13
Blue Shield of California September 2014 - Present
Health Net November 2007 - September 2014
Health Net November 2006 - November 2007
Health Net March 2006 - November 2006
Health Net Federal Services November 2004 - March 2006
Pottery Barn October 2004 - February 2005
Jacobson Markham LLP January 2004 - September 2004
New York Life Insurance Company December 2001 - July 2003
Cultured Marble Products/First Rate Renovations June 1998 - August 2001
Skills
Business Analysis, Research, Claims Management, Claims Resolution, Policies & Procedures..., Claims Training, Reporting & Analysis, Internal Audit, External Audit, Legal Research, Provider Relations, Customer Experience, Health Insurance, Policy, Training
Education
California State University-Sacramento 2000 — 2004
Bachelor of Science (BS), Criminal Justice, 3.356
Alameda High School 1996 — 2000
High School, 4.13
Rachelle Boyce's New York Life Insurance Company Experience March 2015 - Present
Job Dedicated New York Life Agent helping to protect individuals and families
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
State Street 2006 - 2014
Skills
Education Funding..., Protection..., Retirement Planning, Financial Services, 401k Rollovers, Asset Protection, Business Insurance..., Grandchild Gifting, Legacy Planning, Life Insurance..., Customer Service, Estate Planning, Fixed Annuities
Education
Cambridge College 2005 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
l
New York Life Insurance Company March 2015 - Present
State Street 2006 - 2014
Skills
Education Funding..., Protection..., Retirement Planning, Financial Services, 401k Rollovers, Asset Protection, Business Insurance..., Grandchild Gifting, Legacy Planning, Life Insurance..., Customer Service, Estate Planning, Fixed Annuities
Education
Cambridge College 2005 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
l
Nazri Hasbun Nazri Hasbun's New York Life Insurance Company Experience May 2014 - Present
Job Keep Good Going
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Michaels Arts and Crafts April 2007 - May 2014
Food 4 Less June 2006 - June 2007
Skills
Store Management, Retail, Customer Service, Retail Sales, Store Operations, Cashiering, Sales
Education
California State University-Northridge
Computer Science
New York Life Insurance Company May 2014 - Present
Michaels Arts and Crafts April 2007 - May 2014
Food 4 Less June 2006 - June 2007
Skills
Store Management, Retail, Customer Service, Retail Sales, Store Operations, Cashiering, Sales
Education
California State University-Northridge
Computer Science
Jarhony Cabrera-Rivas Jarhony Cabrera-Rivas's New York Life Insurance Company Experience December 2014 - Present
Job Latino Market Marketing & Recruiting Manager, South Central Zone at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company November 2012 - November 2014
Liberty Mutual Insurance February 2009 - April 2012
Wachovia Bank 2006 - 2009
Community Financial Mortgage January 2001 - September 2006
Skills
Recruiting, Public Speaking, New Business Development, Marketing, Management, Sales, Sales Management, Securities, Strategic Financial..., Team Building, Training, Life Insurance, Leadership Development, Financial Services, Finance, Coaching, Budgets
Education
The University of Georgia
Master's degree, Industrial and Organizational Psychology
Argosy University Atlanta
Bachelor's degree, Psychology
Cambridge College
Lawrence High School
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company November 2012 - November 2014
Liberty Mutual Insurance February 2009 - April 2012
Wachovia Bank 2006 - 2009
Community Financial Mortgage January 2001 - September 2006
Skills
Recruiting, Public Speaking, New Business Development, Marketing, Management, Sales, Sales Management, Securities, Strategic Financial..., Team Building, Training, Life Insurance, Leadership Development, Financial Services, Finance, Coaching, Budgets
Education
The University of Georgia
Master's degree, Industrial and Organizational Psychology
Argosy University Atlanta
Bachelor's degree, Psychology
Cambridge College
Lawrence High School
Fabienne Jubiter's New York Life Insurance Company Experience March 2004 - December 2011
Job Strong customer service and communication skills.
Industry Management Consulting
Experience
CareerSource Broward June 2015 - Present
Kforce Inc 2015 - 2015
PrideStaff 2015 - 2015
Access Staffing/ Thom Browne, Inc. September 2014 - December 2014
Employment Solutions / FJC Security Service January 2012 - October 2014
Mercedes Benz Fashion Week February 2009 - September 2014
New York Life Insurance Company March 2004 - December 2011
Spirit Cruises April 2000 - March 2004
Apollo Theater October 1998 - February 2000
Skills
Data Analysis, Executive..., Human Resources, Human Resource..., Events Organisation, Event Management, Events Coordination, Fashion, Government Auditing, Process Auditing, Auditing Standards, Advertising, Customer Retention, Retail Marketing, Retail Sales, Customer Relations, Customer Satisfaction, Hospitality Management, Hospitality Industry, Business Planning, Business Strategy, Business Development, Customer Service, Event Planning, Microsoft Office, Sales, Training, Talent Acquisition
Education
Capella University
Bachelor’s Degree, Business Administration, Management and Operations
CareerSource Broward June 2015 - Present
Kforce Inc 2015 - 2015
PrideStaff 2015 - 2015
Access Staffing/ Thom Browne, Inc. September 2014 - December 2014
Employment Solutions / FJC Security Service January 2012 - October 2014
Mercedes Benz Fashion Week February 2009 - September 2014
New York Life Insurance Company March 2004 - December 2011
Spirit Cruises April 2000 - March 2004
Apollo Theater October 1998 - February 2000
Skills
Data Analysis, Executive..., Human Resources, Human Resource..., Events Organisation, Event Management, Events Coordination, Fashion, Government Auditing, Process Auditing, Auditing Standards, Advertising, Customer Retention, Retail Marketing, Retail Sales, Customer Relations, Customer Satisfaction, Hospitality Management, Hospitality Industry, Business Planning, Business Strategy, Business Development, Customer Service, Event Planning, Microsoft Office, Sales, Training, Talent Acquisition
Education
Capella University
Bachelor’s Degree, Business Administration, Management and Operations
James Janclaes James Janclaes's New York Life Insurance Company Experience December 2014 - Present
Job Agent with New York Life specializing in [retirement, estate, distribution planning, insurance protection]
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Small Business, Gifting Strategies, Microsoft Office, Public Speaking
Education
California State University-San Bernardino 2011 — 2013
Bachelor of Science (B.S.), kinesiology
California State University-San Bernardino 2011 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science
New York Life Insurance Company December 2014 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Small Business, Gifting Strategies, Microsoft Office, Public Speaking
Education
California State University-San Bernardino 2011 — 2013
Bachelor of Science (B.S.), kinesiology
California State University-San Bernardino 2011 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Daniel J. Sherwood Daniel J. Sherwood's New York Life Insurance Company Experience January 2008 - June 2012
Job VP of Client Relations at The Insurance Agency of Cape Cod, Inc.
Industry Insurance
Experience
The Insurance Agency of Cape Cod, Inc. May 2014 - Present
Santander Bank, N.A. July 2012 - May 2014
New York Life Insurance Company January 2008 - June 2012
Costa Fruit and Produce August 2006 - December 2007
Rockland Trust Company January 2005 - August 2006
Polar Beverages April 2002 - January 2005
Skills
Retirement Planning, Asset Protection, Disability Insurance, Annuities, Term Life Insurance, Long Term Care, Retirement, Long-term Care, Fixed Annuities, Businessowners, Business Planning, Banking, Credit, Investments, Life Insurance, Sales, Small Business, Finance, IRAs, Financial Services, Insurance, Mortgage Lending
Education
Cape Cod Community College 1992 — 1994
Liberals Arts
Western New England University 1986 — 1990
Falmouth high school
The Insurance Agency of Cape Cod, Inc. May 2014 - Present
Santander Bank, N.A. July 2012 - May 2014
New York Life Insurance Company January 2008 - June 2012
Costa Fruit and Produce August 2006 - December 2007
Rockland Trust Company January 2005 - August 2006
Polar Beverages April 2002 - January 2005
Skills
Retirement Planning, Asset Protection, Disability Insurance, Annuities, Term Life Insurance, Long Term Care, Retirement, Long-term Care, Fixed Annuities, Businessowners, Business Planning, Banking, Credit, Investments, Life Insurance, Sales, Small Business, Finance, IRAs, Financial Services, Insurance, Mortgage Lending
Education
Cape Cod Community College 1992 — 1994
Liberals Arts
Western New England University 1986 — 1990
Falmouth high school
Prez Palmer Prez Palmer's New York Life Insurance Company Experience February 2012 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
AAU Basketball Coach 2012 - 2012
State of Connecticut 1979 - 2012
US Army April 2002 - July 2011
Skills
Health Insurance, Disability Insurance, Long Term Care, 401k, Strategic Financial..., Insurance, Securities, Investments, Employee Benefits, Retirement Planning, Financial Planners, Risk Management, Financial Analysis, Portfolio Management, Managerial Finance, Small Business, Finance, Asset Allocation, Microsoft Money, Financial Risk, Financial Statements, Cash Management, Benefits Administration
Education
Capella University 2012 — 2014
Doctorate of Business Administration, Finance
University of Phoenix 2010 — 2011
MBA, Global Management & Accounting
Sacred Heart University 2003 — 2005
Bachelor of Arts (BA), Accounting and Business/Management, 3.75
New York Life Insurance Company February 2012 - Present
AAU Basketball Coach 2012 - 2012
State of Connecticut 1979 - 2012
US Army April 2002 - July 2011
Skills
Health Insurance, Disability Insurance, Long Term Care, 401k, Strategic Financial..., Insurance, Securities, Investments, Employee Benefits, Retirement Planning, Financial Planners, Risk Management, Financial Analysis, Portfolio Management, Managerial Finance, Small Business, Finance, Asset Allocation, Microsoft Money, Financial Risk, Financial Statements, Cash Management, Benefits Administration
Education
Capella University 2012 — 2014
Doctorate of Business Administration, Finance
University of Phoenix 2010 — 2011
MBA, Global Management & Accounting
Sacred Heart University 2003 — 2005
Bachelor of Arts (BA), Accounting and Business/Management, 3.75
Robert Goldstein Robert Goldstein's New York Life Insurance Company Experience June 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
G and G Woodworks September 1996 - December 2010
Kamani Woodworks August 1992 - August 1996
Skills
Whole Life Insurance, Term Life Insurance, Retirement Planning, Variable Annuities, Fixed Annuities, Voluntary Employee..., Variable Universal Life, Retirement, Whole Life, Variable Life, Insurance, Finance, Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Long Term Care Insurance, Financial Planning, Employee Benefits, Performance Management, Employee Relations, Leadership
Education
California State University-Northridge
B.S., Business and Marketing
University of Hawaii at Manoa
Literature
New York Life Insurance Company June 2011 - Present
G and G Woodworks September 1996 - December 2010
Kamani Woodworks August 1992 - August 1996
Skills
Whole Life Insurance, Term Life Insurance, Retirement Planning, Variable Annuities, Fixed Annuities, Voluntary Employee..., Variable Universal Life, Retirement, Whole Life, Variable Life, Insurance, Finance, Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Long Term Care Insurance, Financial Planning, Employee Benefits, Performance Management, Employee Relations, Leadership
Education
California State University-Northridge
B.S., Business and Marketing
University of Hawaii at Manoa
Literature
Ruth Proctor, MBA, MS Ruth Proctor, MBA, MS's New York Life Insurance Company Experience September 2004 - July 2011
Job
Industry Management Consulting
Experience
Health Integrated July 2011 - August 2014
MACSPEN Services September 2012 - August 2014
Ethnergy International, Inc. September 2008 - September 2012
New York Life Insurance Company September 2004 - July 2011
Covad Communications January 2003 - June 2004
JCIT International May 2002 - December 2002
The Westrian Group June 2001 - May 2002
Qwest Cyber.Solutions January 2000 - June 2001
KPMG LLP October 1997 - December 1999
Town of Milton, MA January 1996 - July 1997
Skills
French, German, Dreamweaver, English, Cross-functional Team..., Process Improvement, Strategic Planning, Change Management, Program Management, Project Management, Management Consulting, Business Analysis, CRM, Strategy, Product Development, Marketing, Leadership, Vendor Management, Training, Analysis, Operations Management, Start-ups, Customer Service, Budgets, Policy, Management, Team Leadership
Education
Capella University 2010 — 2011
Master's of Science
University of Tampa 2005 — 2007
MBA
University of Denver 2001 — 2004
Bachelor's Degree
Health Integrated July 2011 - August 2014
MACSPEN Services September 2012 - August 2014
Ethnergy International, Inc. September 2008 - September 2012
New York Life Insurance Company September 2004 - July 2011
Covad Communications January 2003 - June 2004
JCIT International May 2002 - December 2002
The Westrian Group June 2001 - May 2002
Qwest Cyber.Solutions January 2000 - June 2001
KPMG LLP October 1997 - December 1999
Town of Milton, MA January 1996 - July 1997
Skills
French, German, Dreamweaver, English, Cross-functional Team..., Process Improvement, Strategic Planning, Change Management, Program Management, Project Management, Management Consulting, Business Analysis, CRM, Strategy, Product Development, Marketing, Leadership, Vendor Management, Training, Analysis, Operations Management, Start-ups, Customer Service, Budgets, Policy, Management, Team Leadership
Education
Capella University 2010 — 2011
Master's of Science
University of Tampa 2005 — 2007
MBA
University of Denver 2001 — 2004
Bachelor's Degree
Ryan Vander Ploeg Ryan Vander Ploeg's New York Life Insurance Company Experience January 2012 - May 2012
Job Financial Control Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
New York Life Insurance Company January 2012 - May 2012
Varnum LLP September 2011 - May 2012
Calvin College September 2008 - May 2012
Grand Rapids Charter Township May 2011 - September 2011
Calvin College Development Office January 2009 - May 2011
East Grand Rapids Middle School October 2008 - January 2011
Skills
Microsoft Excel, Research, Accounting, Data Analysis, Financial Reporting, Investments, Financial Analysis
Education
Calvin College 2008 — 2012
Finance, General
J.P. Morgan July 2012 - Present
New York Life Insurance Company January 2012 - May 2012
Varnum LLP September 2011 - May 2012
Calvin College September 2008 - May 2012
Grand Rapids Charter Township May 2011 - September 2011
Calvin College Development Office January 2009 - May 2011
East Grand Rapids Middle School October 2008 - January 2011
Skills
Microsoft Excel, Research, Accounting, Data Analysis, Financial Reporting, Investments, Financial Analysis
Education
Calvin College 2008 — 2012
Finance, General
Patrick A. Phillips, MBA's New York Life Insurance Company Experience July 2008 - August 2011
Job Assistant Manager
Industry Financial Services
Experience
Walmart July 2012 - Present
New York Life Insurance Company July 2008 - August 2011
Bellevue Country Club May 2001 - November 2007
J & M Schaefer Inc July 1998 - December 2000
Skills
Team Building, Business, Estate Planning, Banking, Sales Management, Financial Analysis, Budgets, Public Speaking, Microsoft Excel, Strategic Planning, Microsoft Word, Retirement Planning, Microsoft Office, Social Media, Market Planning, Sales, Customer Service, Team Leadership, Retail, Leadership, Training, Insurance, Marketing, Management, Inventory Management, Contract Negotiation, Account Management, Merchandising, Coaching, Employee Benefits, Life Insurance, Relationship Management, New Business Development, Finance, Project Management, Financial Services, Strategic Financial..., Investments, Business Planning, Forecasting, Asset Allocation, Customer Retention, Mutual Funds, Customer Satisfaction
Education
Campbell University 2001 — 2007
MBA, Business, Economics, Accounting
Campbell University 2001 — 2007
Master's Degree; MBA, Business Administration
Campbell University 2001 — 2007
Bachelor's Degree, Business Administration; Marketing, Accounting and Economics
Walmart July 2012 - Present
New York Life Insurance Company July 2008 - August 2011
Bellevue Country Club May 2001 - November 2007
J & M Schaefer Inc July 1998 - December 2000
Skills
Team Building, Business, Estate Planning, Banking, Sales Management, Financial Analysis, Budgets, Public Speaking, Microsoft Excel, Strategic Planning, Microsoft Word, Retirement Planning, Microsoft Office, Social Media, Market Planning, Sales, Customer Service, Team Leadership, Retail, Leadership, Training, Insurance, Marketing, Management, Inventory Management, Contract Negotiation, Account Management, Merchandising, Coaching, Employee Benefits, Life Insurance, Relationship Management, New Business Development, Finance, Project Management, Financial Services, Strategic Financial..., Investments, Business Planning, Forecasting, Asset Allocation, Customer Retention, Mutual Funds, Customer Satisfaction
Education
Campbell University 2001 — 2007
MBA, Business, Economics, Accounting
Campbell University 2001 — 2007
Master's Degree; MBA, Business Administration
Campbell University 2001 — 2007
Bachelor's Degree, Business Administration; Marketing, Accounting and Economics
Joy Baden Joy Baden's New York Life Insurance Company Experience July 2009 - March 2012
Job Realtor at Re/Max Advantage
Industry Real Estate
Experience
Re/Max Advantage January 2014 - Present
Independent Agent March 2012 - Present
New York Life Insurance Company July 2009 - March 2012
Skills
Investment Properties, Insurance, Retirement, Fixed Annuities, Referrals, Real Estate, Sellers, Life Insurance, Investments
Education
California State University-San Bernardino
BA, Psychology
Re/Max Advantage January 2014 - Present
Independent Agent March 2012 - Present
New York Life Insurance Company July 2009 - March 2012
Skills
Investment Properties, Insurance, Retirement, Fixed Annuities, Referrals, Real Estate, Sellers, Life Insurance, Investments
Education
California State University-San Bernardino
BA, Psychology
Len Panek Len Panek's New York Life Insurance Company Experience September 2014 - Present
Job Financial services professional helping young families, high net worth individuals, retirees, and small business owners.
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities, LLC September 2014 - Present
The Mutual Fund Store October 2007 - December 2013
Charles Schwab May 2000 - May 2007
Skills
Retirement Planning, Estate Planning, Lifetime Income..., 401k Rollovers, Small Business, Buy-sell Agreements, Supplements to Employee..., Business Insurance..., Business Income..., Life Insurance, Wealth Preservation..., Asset Protection, Education Funding, Personal Finance, Licensed in Long Term...
Education
Canisius College
Bishop Timon High School 1988 — 1992
High School
New York Life Insurance Company September 2014 - Present
NYLIFE Securities, LLC September 2014 - Present
The Mutual Fund Store October 2007 - December 2013
Charles Schwab May 2000 - May 2007
Skills
Retirement Planning, Estate Planning, Lifetime Income..., 401k Rollovers, Small Business, Buy-sell Agreements, Supplements to Employee..., Business Insurance..., Business Income..., Life Insurance, Wealth Preservation..., Asset Protection, Education Funding, Personal Finance, Licensed in Long Term...
Education
Canisius College
Bishop Timon High School 1988 — 1992
High School
Kevin D. Hawkins, RR, PHRM, CNSA Kevin D. Hawkins, RR, PHRM, CNSA's New York Life Insurance Company Experience 2001 - 2002
Job Senior Insurance Professional
Industry Insurance
Experience
Chubb Insurance May 2015 - Present
Chubb Insurance 2012 - Present
Chubb Insurance 2011 - 2012
Chubb Insurance 2006 - 2010
Wells Fargo Insurance Services 2004 - 2005
Weichert Insurance Agency 2003 - 2004
MetLife 2002 - 2003
New York Life Insurance Company 2001 - 2002
Education
California University of Pennsylvania
Fairleigh Dickinson University-Metropolitan Campus
Chubb Insurance May 2015 - Present
Chubb Insurance 2012 - Present
Chubb Insurance 2011 - 2012
Chubb Insurance 2006 - 2010
Wells Fargo Insurance Services 2004 - 2005
Weichert Insurance Agency 2003 - 2004
MetLife 2002 - 2003
New York Life Insurance Company 2001 - 2002
Education
California University of Pennsylvania
Fairleigh Dickinson University-Metropolitan Campus
Reece Cote's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Venture IAB June 2013 - August 2013
Course Hero, Inc. August 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Iowa State University January 2012 - May 2012
Skills
PowerPoint, Social Media, Public Speaking, Microsoft Office, Research, Leadership, Microsoft Excel, Microsoft Word, JMP, Matlab, Event Planning, Teaching, Infectious Diseases, Non-profits, Staff Development, Twitter, Facebook, Salesforce.com, Management, Marketing
Education
Iowa State University 2010 — 2014
Bachelor's degree, Management
California State University San Bernardino 2013 — 2013
None, Management and Marketing
New York Life Insurance Company March 2015 - Present
Venture IAB June 2013 - August 2013
Course Hero, Inc. August 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Iowa State University January 2012 - May 2012
Skills
PowerPoint, Social Media, Public Speaking, Microsoft Office, Research, Leadership, Microsoft Excel, Microsoft Word, JMP, Matlab, Event Planning, Teaching, Infectious Diseases, Non-profits, Staff Development, Twitter, Facebook, Salesforce.com, Management, Marketing
Education
Iowa State University 2010 — 2014
Bachelor's degree, Management
California State University San Bernardino 2013 — 2013
None, Management and Marketing
James M. Suttenfield's New York Life Insurance Company Experience June 2007 - February 2009
Job Partner at Great Gourmet Coffee Co.
Industry Marketing and Advertising
Experience
Great Gourmet Coffee, Inc. August 2012 - Present
New York Life Insurance Company June 2007 - February 2009
Power Master Electric March 2006 - February 2007
Aesthetic Tile Installation and Remodeling Co. June 2003 - March 2006
Bay West Paper Co. January 2000 - June 2003
Unisource Worldwide, Inc. March 1989 - December 1999
Roses Department Stores January 1988 - March 1989
Connor Homes Corp. May 1986 - January 1988
Skills
Sales Management, New Business Development, Team Building, Strategic Planning, Negotiation, Budgets, Coaching, Forecasting, Contract Negotiation, Sales Operations, Marketing Strategy, Operations Management, Customer Service, Marketing
Education
Campbell University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Roadmaster Driving School - CDL Class A License 2013 — 2013
Commercial Drivers License, Tractor/Trailer, 97%
Great Gourmet Coffee, Inc. August 2012 - Present
New York Life Insurance Company June 2007 - February 2009
Power Master Electric March 2006 - February 2007
Aesthetic Tile Installation and Remodeling Co. June 2003 - March 2006
Bay West Paper Co. January 2000 - June 2003
Unisource Worldwide, Inc. March 1989 - December 1999
Roses Department Stores January 1988 - March 1989
Connor Homes Corp. May 1986 - January 1988
Skills
Sales Management, New Business Development, Team Building, Strategic Planning, Negotiation, Budgets, Coaching, Forecasting, Contract Negotiation, Sales Operations, Marketing Strategy, Operations Management, Customer Service, Marketing
Education
Campbell University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Roadmaster Driving School - CDL Class A License 2013 — 2013
Commercial Drivers License, Tractor/Trailer, 97%
Debra Berg's New York Life Insurance Company Experience July 2015 - Present
Job Senior Associate, Corporate Events Registrar at New York Life Insurance Company
Industry Events Services
Experience
New York Life Insurance Company July 2015 - Present
Freelance / Contractor 2015 - July 2015
Disney ABC Television Group June 2011 - September 2013
Disney ABC Television Group October 2005 - June 2011
Disney ABC Television Group March 2004 - October 2005
Disney ABC Networks Group February 2000 - March 2004
Disney ABC Networks Group July 1997 - February 2000
Disney Channel October 1995 - July 1997
Disney Channel October 1989 - 1995
Marshall & Swift 1987 - October 1989
Skills
Event Planning, Event Management, Event & Marketing..., Online Event..., Entertainment, Marketing, Inventory and Warehouse..., Sweepstakes/Contest/Game..., Project Management, Production Managment, Disney, Vendor Management, Vendor Relationships, Customer Service..., Database Management, Operations Management, Creative Direction, Budgets, Database Admin, Web-based Event..., Event Operations, Sweepstakes Prize..., Client Relationship..., Graphics and Prop..., Online Promotional..., Guest Hospitality, Survey Development and..., Customer Service, Adobe Creative Suite, HTML, PHP, FileMaker, SurveyMonkey, New Media, Management, Digital Media, Digital Strategy, Advertising, CRM, Social Media Marketing, Production Management
Education
California State University-Northridge
Bachelor of Science (BS), Marketing and Business Administration
New York Life Insurance Company July 2015 - Present
Freelance / Contractor 2015 - July 2015
Disney ABC Television Group June 2011 - September 2013
Disney ABC Television Group October 2005 - June 2011
Disney ABC Television Group March 2004 - October 2005
Disney ABC Networks Group February 2000 - March 2004
Disney ABC Networks Group July 1997 - February 2000
Disney Channel October 1995 - July 1997
Disney Channel October 1989 - 1995
Marshall & Swift 1987 - October 1989
Skills
Event Planning, Event Management, Event & Marketing..., Online Event..., Entertainment, Marketing, Inventory and Warehouse..., Sweepstakes/Contest/Game..., Project Management, Production Managment, Disney, Vendor Management, Vendor Relationships, Customer Service..., Database Management, Operations Management, Creative Direction, Budgets, Database Admin, Web-based Event..., Event Operations, Sweepstakes Prize..., Client Relationship..., Graphics and Prop..., Online Promotional..., Guest Hospitality, Survey Development and..., Customer Service, Adobe Creative Suite, HTML, PHP, FileMaker, SurveyMonkey, New Media, Management, Digital Media, Digital Strategy, Advertising, CRM, Social Media Marketing, Production Management
Education
California State University-Northridge
Bachelor of Science (BS), Marketing and Business Administration
Karen Wong Lew's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
JKW Properties February 2011 - February 2015
CEB Insurance, Inc. February 2013 - December 2014
Suffolk Benefits & Insurance Services, LLC February 2012 - February 2013
The PMI Group, Inc. June 2007 - February 2011
Mercer 1997 - 2007
Skills
Employee Benefits, Disability Insurance, Insurance, Benefits Administration, PeopleSoft, Vendor Management, Health Insurance, Human Resources, Brokers, Workers Compensation, Account Management, 401k
Education
California State University-Los Angeles
Bachelor's degree, Marketing
Los Angeles High
New York Life Insurance Company March 2015 - Present
JKW Properties February 2011 - February 2015
CEB Insurance, Inc. February 2013 - December 2014
Suffolk Benefits & Insurance Services, LLC February 2012 - February 2013
The PMI Group, Inc. June 2007 - February 2011
Mercer 1997 - 2007
Skills
Employee Benefits, Disability Insurance, Insurance, Benefits Administration, PeopleSoft, Vendor Management, Health Insurance, Human Resources, Brokers, Workers Compensation, Account Management, 401k
Education
California State University-Los Angeles
Bachelor's degree, Marketing
Los Angeles High
Mark Sorby's New York Life Insurance Company Experience 2013 - Present
Job Dedicated New York Life Agent helping to protect families in the Central Valley
Industry Insurance
Experience
New York Life Insurance Company 2013 - Present
Advanced Technical Training Centers January 2002 - January 2013
Prudential Real Estate 2006 - 2009
ERA 2007 - 2008
Skills
Retirement, Retirement Planning, IRA Rollovers, Finacial Management, Financial Planning, Permanent Life Insurance, Life Insurance, Personal Finance, Securities, Wealth Management, Wealth Preservation..., Multi-generational..., Risk Management, Financial Risk..., Employee Benefits, Asset Management, Investments, Portfolio Management, Mutual Funds, Annuity Sales, Asset Protection, Legacies, Referrals, Investors, Training, Microsoft Word, Microsoft Excel, Sales, Wealth Transfer..., LGBT Planning, 401(k) Rollovers, Term Life Insurance, Supplements to Employee..., Succession Planning, Strategic Planning, Small Business, Lifetime Income..., Protection..., Multi-Generational...
Education
California State University-Sacramento 1997 — 2001
Bachelor's degee, Public Relations with a minor in Marketing
Santa Rosa Junior College 1994 — 1997
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company 2013 - Present
Advanced Technical Training Centers January 2002 - January 2013
Prudential Real Estate 2006 - 2009
ERA 2007 - 2008
Skills
Retirement, Retirement Planning, IRA Rollovers, Finacial Management, Financial Planning, Permanent Life Insurance, Life Insurance, Personal Finance, Securities, Wealth Management, Wealth Preservation..., Multi-generational..., Risk Management, Financial Risk..., Employee Benefits, Asset Management, Investments, Portfolio Management, Mutual Funds, Annuity Sales, Asset Protection, Legacies, Referrals, Investors, Training, Microsoft Word, Microsoft Excel, Sales, Wealth Transfer..., LGBT Planning, 401(k) Rollovers, Term Life Insurance, Supplements to Employee..., Succession Planning, Strategic Planning, Small Business, Lifetime Income..., Protection..., Multi-Generational...
Education
California State University-Sacramento 1997 — 2001
Bachelor's degee, Public Relations with a minor in Marketing
Santa Rosa Junior College 1994 — 1997
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Tyson Davis's New York Life Insurance Company Experience October 2008 - September 2012
Job Sports Development Specialist
Industry Sports
Experience
Self Employed Consultant June 2012 - Present
New York Life Insurance Company October 2008 - September 2012
Hyland Hills Hockey Association April 2000 - July 2007
Education
Capilano University 1995 — 1998
Business Admin
Self Employed Consultant June 2012 - Present
New York Life Insurance Company October 2008 - September 2012
Hyland Hills Hockey Association April 2000 - July 2007
Education
Capilano University 1995 — 1998
Business Admin
Khalil Saddiq's New York Life Insurance Company Experience February 2013 - September 2013
Job Don't just communicate. Connect.
Industry Nonprofit Organization Management
Experience
60+ Veterans Group Inc. May 2015 - Present
Watss Communications September 2014 - Present
Outreach Community and Reform Center May 2015 - August 2015
AlliedBarton Security Services February 2014 - November 2014
Massachusetts Health Connector September 2013 - January 2014
New York Life Insurance Company February 2013 - September 2013
Cambridge College February 2013 - May 2013
Bird Street Community Center August 2012 - February 2013
BELL (Building Educated Leaders for Life) May 2012 - September 2012
U-Haul International, Inc. April 2009 - February 2012
Skills
Customer Satisfaction, Management, Training, Teamwork, Customer Service, Inventory Management, Merchandising, Retail, Community Outreach, Higher Education, Assessment analysis, Classroom Management, Team Leadership, Educational Leadership, Start-up Initiatives, Grassroots Fundraising, Networking, Financial Advisory, Health Promotion, Endorsements, Performance Motivation, Partnership-building, Early Childhood..., Leadership, Nonprofits, Program Development, Public Speaking, Fundraising, Policy, Teaching, Social Media, Staff Development, Research, Problem Solving, Public Relations, Leadership Development, Strategic Planning, Volunteer Management, Employee Training, Team Building, Start-ups, Program Management, Social Networking, Community Development, Curriculum Design, Editing, Event Planning
Education
Northeastern University 2014 — 2014
Entrepreneurship Certification, Marketing and Social Media
Cambridge College 2007 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studies, Education Focus
Northeastern University 2004 — 2005
W.E.B. Dubois Program, Humanties
60+ Veterans Group Inc. May 2015 - Present
Watss Communications September 2014 - Present
Outreach Community and Reform Center May 2015 - August 2015
AlliedBarton Security Services February 2014 - November 2014
Massachusetts Health Connector September 2013 - January 2014
New York Life Insurance Company February 2013 - September 2013
Cambridge College February 2013 - May 2013
Bird Street Community Center August 2012 - February 2013
BELL (Building Educated Leaders for Life) May 2012 - September 2012
U-Haul International, Inc. April 2009 - February 2012
Skills
Customer Satisfaction, Management, Training, Teamwork, Customer Service, Inventory Management, Merchandising, Retail, Community Outreach, Higher Education, Assessment analysis, Classroom Management, Team Leadership, Educational Leadership, Start-up Initiatives, Grassroots Fundraising, Networking, Financial Advisory, Health Promotion, Endorsements, Performance Motivation, Partnership-building, Early Childhood..., Leadership, Nonprofits, Program Development, Public Speaking, Fundraising, Policy, Teaching, Social Media, Staff Development, Research, Problem Solving, Public Relations, Leadership Development, Strategic Planning, Volunteer Management, Employee Training, Team Building, Start-ups, Program Management, Social Networking, Community Development, Curriculum Design, Editing, Event Planning
Education
Northeastern University 2014 — 2014
Entrepreneurship Certification, Marketing and Social Media
Cambridge College 2007 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studies, Education Focus
Northeastern University 2004 — 2005
W.E.B. Dubois Program, Humanties
Michelle Ksidakis's New York Life Insurance Company Experience November 1990 - Present
Job Financial Adviser
Industry Financial Services
Experience
NYLIFE Securities LLC November 1991 - Present
Eagle Strategies LLC November 1990 - Present
New York Life Insurance Company November 1990 - Present
Skills
Retirement, Insurance, Retirement Planning, Securities, Finance, 401k Rollovers, Life Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, IRAs, Long-term Care, Mutual Funds, Long Term Care Insurance, Wealth, College Savings Plans, Roth IRA, Health Insurance, 401k, Whole Life
Education
California State University-Sacramento 1980 — 1983
BA, Business
NYLIFE Securities LLC November 1991 - Present
Eagle Strategies LLC November 1990 - Present
New York Life Insurance Company November 1990 - Present
Skills
Retirement, Insurance, Retirement Planning, Securities, Finance, 401k Rollovers, Life Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, IRAs, Long-term Care, Mutual Funds, Long Term Care Insurance, Wealth, College Savings Plans, Roth IRA, Health Insurance, 401k, Whole Life
Education
California State University-Sacramento 1980 — 1983
BA, Business
Gregg Riddle's New York Life Insurance Company Experience March 2007 - Present
Job Independent Insurance Professional
Industry Insurance
Experience
New York Life Insurance Company March 2007 - Present
Rotary 1989 - 2012
Nationwide Insurance 1999 - 2005
Education
Capital University
Struthers
New York Life Insurance Company March 2007 - Present
Rotary 1989 - 2012
Nationwide Insurance 1999 - 2005
Education
Capital University
Struthers
John D. Santos's New York Life Insurance Company Experience October 2001 - June 2003
Job VP Business Banking Team Leader at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. April 2011 - Present
HSBC February 2008 - April 2011
Bank of America 2005 - 2008
JP Morgan Chase 2002 - 2005
New York Life Insurance Company October 2001 - June 2003
Self Employed 1999 - 2001
Skills
Credit, Banking
Education
Montclair State University 1998 — 2000
B.A., Business Administration, Finance
California State University-Northridge 1997 — 1998
Santander Bank, N.A. April 2011 - Present
HSBC February 2008 - April 2011
Bank of America 2005 - 2008
JP Morgan Chase 2002 - 2005
New York Life Insurance Company October 2001 - June 2003
Self Employed 1999 - 2001
Skills
Credit, Banking
Education
Montclair State University 1998 — 2000
B.A., Business Administration, Finance
California State University-Northridge 1997 — 1998
David cai's New York Life Insurance Company Experience July 2015 - Present
Job Investment Advisor, Insurance Agent at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company July 2015 - Present
trader January 2001 - Present
World Financial Group, Calgary (WFG) December 2008 - July 2015
TD Ameritrade January 2015 - April 2015
Great Point Capital LLC April 2014 - January 2015
Skills
Equities, Portfolio Management, Investments, Options, Financial Modeling, Mutual Funds, Trading, Currency, Trading Strategies, Hedge Funds, Financial Markets, Mergers & Acquisitions, Derivatives, Due Diligence, Proprietary Trading, FX trading, Trading Systems, Finance, Hedging, Strategy, Bloomberg, Technical Analysis, Alternative Investments, Equity Trading, Electronic Trading..., FX Options, Pitch Books, Microsoft Office, Fixed Income, Electronic Trading, Mergers, Restructuring, OneSource, Financial Planners, Capital IQ, Commodity, Salesforce.com, Securities, International business..., LinkedIn, saleforce, Microsoft Office Suite, AutoCAD, 3DMAX, Photoshop, Trading Desk, Trading Platforms, Licensing, Equity Derivatives, Market Making
Education
Cameron University
MBA
The University of Texas at Austin
Bachelor of Arts (BA) Accounting/Finance
New York Life Insurance Company July 2015 - Present
trader January 2001 - Present
World Financial Group, Calgary (WFG) December 2008 - July 2015
TD Ameritrade January 2015 - April 2015
Great Point Capital LLC April 2014 - January 2015
Skills
Equities, Portfolio Management, Investments, Options, Financial Modeling, Mutual Funds, Trading, Currency, Trading Strategies, Hedge Funds, Financial Markets, Mergers & Acquisitions, Derivatives, Due Diligence, Proprietary Trading, FX trading, Trading Systems, Finance, Hedging, Strategy, Bloomberg, Technical Analysis, Alternative Investments, Equity Trading, Electronic Trading..., FX Options, Pitch Books, Microsoft Office, Fixed Income, Electronic Trading, Mergers, Restructuring, OneSource, Financial Planners, Capital IQ, Commodity, Salesforce.com, Securities, International business..., LinkedIn, saleforce, Microsoft Office Suite, AutoCAD, 3DMAX, Photoshop, Trading Desk, Trading Platforms, Licensing, Equity Derivatives, Market Making
Education
Cameron University
MBA
The University of Texas at Austin
Bachelor of Arts (BA) Accounting/Finance
Melissa Paminto's New York Life Insurance Company Experience October 1998 - June 2001
Job Investment Officer III at CalPERS
Industry Investment Management
Experience
CalPERS June 2001 - Present
New York Life Insurance Company October 1998 - June 2001
Skills
Investment Strategies, Equities, Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Management, Equity Research, Private Equity
Education
California State University-Sacramento
Bachelor of Science (B.S.), Finance, General
CalPERS June 2001 - Present
New York Life Insurance Company October 1998 - June 2001
Skills
Investment Strategies, Equities, Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Management, Equity Research, Private Equity
Education
California State University-Sacramento
Bachelor of Science (B.S.), Finance, General
Jasmin Singh Croley's New York Life Insurance Company Experience September 2012 - Present
Job Case Analyst
Industry Insurance
Experience
New York Life Insurance Company September 2012 - Present
Chase Bank February 2010 - October 2011
The Pita Pit April 2007 - January 2009
Oak Valley Community Bank May 2007 - February 2008
Bank of America July 2005 - May 2007
Skills
Series 6, Series 63, Life Insurance
Education
California State University-Monterey Bay 1999 — 2002
B.S., Business Administration
New York Life Insurance Company September 2012 - Present
Chase Bank February 2010 - October 2011
The Pita Pit April 2007 - January 2009
Oak Valley Community Bank May 2007 - February 2008
Bank of America July 2005 - May 2007
Skills
Series 6, Series 63, Life Insurance
Education
California State University-Monterey Bay 1999 — 2002
B.S., Business Administration
Blondel Kenne's New York Life Insurance Company Experience December 2012 - Present
Job LIFE AND HEALTH PRODUCER at New York Life Insurance Company
Industry Transportation/Trucking/Railroad
Experience
New York Life Insurance Company December 2012 - Present
SEPTA November 2007 - November 2011
KENNE-ELECTRIC June 2002 - November 2007
Skills
Skills:..., 10 years on the field..., Electricians, Troubleshooting, Inspection, Electronics, Testing, Maintenance & Repair, Electricity, Wiring, Management, Test Equipment, Motors, Transformer
Education
Camden County College 2005 — 2008
Associate of Science (A.S.), Engineering, 2.76
TECHNOLOGY UNIVERSITY OF BANDJOUN 1995 — 1997
Associate of Arts and Sciences (AAS), Electrical Engineering Technologies/Technicians, 3.88
TECHNICAL HIGH SCHOOL -BAFOUSSAM-CAMEROON 1992 — 1995
HIGH SCHOOL DIPLOMA, Electrical Engineering Technologies/Technicians, 3.5
New York Life Insurance Company December 2012 - Present
SEPTA November 2007 - November 2011
KENNE-ELECTRIC June 2002 - November 2007
Skills
Skills:..., 10 years on the field..., Electricians, Troubleshooting, Inspection, Electronics, Testing, Maintenance & Repair, Electricity, Wiring, Management, Test Equipment, Motors, Transformer
Education
Camden County College 2005 — 2008
Associate of Science (A.S.), Engineering, 2.76
TECHNOLOGY UNIVERSITY OF BANDJOUN 1995 — 1997
Associate of Arts and Sciences (AAS), Electrical Engineering Technologies/Technicians, 3.88
TECHNICAL HIGH SCHOOL -BAFOUSSAM-CAMEROON 1992 — 1995
HIGH SCHOOL DIPLOMA, Electrical Engineering Technologies/Technicians, 3.5
Shushanik Khachatryan's New York Life Insurance Company Experience December 2007 - February 2009
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
Chase November 2011 - Present
New York Life Insurance Company December 2007 - February 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (MBA), MBA
California State University-Northridge 2010 — 2011
Bachelor of Science (BS), Finance
Yerevan State University 2000 — 2003
Faculty of Economics, Economics
Chase November 2011 - Present
New York Life Insurance Company December 2007 - February 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (MBA), MBA
California State University-Northridge 2010 — 2011
Bachelor of Science (BS), Finance
Yerevan State University 2000 — 2003
Faculty of Economics, Economics
Carol Kragt's New York Life Insurance Company Experience May 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Grand Rapids Community College September 2013 - May 2015
Skills
Organizational..., Disciplined/Focused, Teaching, Analyst, Learner, Personal Finance, Protection Panning and..., Wealth Transfer..., Supplements to Employee..., Business Succession..., Education Funding..., Legacy Planning, Problem Solving, Team Building, Community Outreach
Education
Calvin College 1989 — 1989
Bachelor of Science, Education
Cornerstone University 1982 — 1986
Bachelor of Music, Music Performance
Grand Rapids Community College 2009 — 2012
Accounting
New York Life Insurance Company May 2015 - Present
Grand Rapids Community College September 2013 - May 2015
Skills
Organizational..., Disciplined/Focused, Teaching, Analyst, Learner, Personal Finance, Protection Panning and..., Wealth Transfer..., Supplements to Employee..., Business Succession..., Education Funding..., Legacy Planning, Problem Solving, Team Building, Community Outreach
Education
Calvin College 1989 — 1989
Bachelor of Science, Education
Cornerstone University 1982 — 1986
Bachelor of Music, Music Performance
Grand Rapids Community College 2009 — 2012
Accounting
David Hard's New York Life Insurance Company Experience January 2002 - November 2002
Job Vice President Segment Risk Manager Senior at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank January 2015 - Present
Federal Deposit Insurance Corporation July 2014 - January 2015
FDIC March 2013 - July 2014
Federal Deposit Insurance Corporation June 2006 - March 2013
Army National Guard October 1989 - March 2012
Huntington National Bank November 2003 - June 2006
Bank One November 2002 - November 2003
New York Life Insurance Company January 2002 - November 2002
Hard Investments, Inc. December 2000 - January 2002
Bobcat of Columbus August 1994 - January 2002
Skills
Loans, Credit, Banking, Real Estate, Investments, Mortgage Lending, Risk Management, Foreclosures, Investment Properties, First Time Home Buyers, Customer Service, Financial Analysis, Sellers, Commercial Lending, Short Sales, Residential Homes, Policy, Commercial Banking, Negotiation, Loan Origination, Leadership, Real Estate Transactions, Analysis, Investors, Portfolio Management, Property, Financial Risk, Budgets, Credit Risk, Sales, Sales Management, Management, Team Building, Credit Analysis, Finance, Strategic Planning, Insurance, Process Improvement, Retail Banking, Financial Modeling
Education
Capital University Law School 2015 — 2019
Juris Doctor, Wills, Trusts, and Estates
ABA National/Graduate Trust School 2013 — 2014
Trust
Columbia Southern University 2010 — 2012
MBA, Finance
Otterbein University 1989 — 2006
BA, Business Administration w/ Finance Concentration
The American College of Financial Services 2002 — 2005
Certified Financial Planner (CFP) Core Curriculum
Columbus State Community College 1996 — 2001
AAS, Finance
Huntington National Bank January 2015 - Present
Federal Deposit Insurance Corporation July 2014 - January 2015
FDIC March 2013 - July 2014
Federal Deposit Insurance Corporation June 2006 - March 2013
Army National Guard October 1989 - March 2012
Huntington National Bank November 2003 - June 2006
Bank One November 2002 - November 2003
New York Life Insurance Company January 2002 - November 2002
Hard Investments, Inc. December 2000 - January 2002
Bobcat of Columbus August 1994 - January 2002
Skills
Loans, Credit, Banking, Real Estate, Investments, Mortgage Lending, Risk Management, Foreclosures, Investment Properties, First Time Home Buyers, Customer Service, Financial Analysis, Sellers, Commercial Lending, Short Sales, Residential Homes, Policy, Commercial Banking, Negotiation, Loan Origination, Leadership, Real Estate Transactions, Analysis, Investors, Portfolio Management, Property, Financial Risk, Budgets, Credit Risk, Sales, Sales Management, Management, Team Building, Credit Analysis, Finance, Strategic Planning, Insurance, Process Improvement, Retail Banking, Financial Modeling
Education
Capital University Law School 2015 — 2019
Juris Doctor, Wills, Trusts, and Estates
ABA National/Graduate Trust School 2013 — 2014
Trust
Columbia Southern University 2010 — 2012
MBA, Finance
Otterbein University 1989 — 2006
BA, Business Administration w/ Finance Concentration
The American College of Financial Services 2002 — 2005
Certified Financial Planner (CFP) Core Curriculum
Columbus State Community College 1996 — 2001
AAS, Finance
Sharon Conard-Wells's New York Life Insurance Company Experience June 1977 - August 1980
Job Executive Director at West Elmwood Housing
Industry Nonprofit Organization Management
Experience
West Elmwood Housing January 1993 - Present
Rhode Island General Assembly January 1987 - June 1989
New York Life Insurance Company June 1977 - August 1980
Skills
Leadership, Community Development, Leadership Development, Program Management, Grants, Board Development, Affordable Housing, Real Estate Development, Youth Development, Time Management, Interviews, Administration, Grant Writing, Fundraising, Community Outreach, Program Development, Investments, Volunteer Management
Education
Harvard University Kennedy School of Government 2002 — 2003
Achieving Ecxellence in Community Development - Fellowship
Cambridge College 1991 — 1993
master, education
West Elmwood Housing January 1993 - Present
Rhode Island General Assembly January 1987 - June 1989
New York Life Insurance Company June 1977 - August 1980
Skills
Leadership, Community Development, Leadership Development, Program Management, Grants, Board Development, Affordable Housing, Real Estate Development, Youth Development, Time Management, Interviews, Administration, Grant Writing, Fundraising, Community Outreach, Program Development, Investments, Volunteer Management
Education
Harvard University Kennedy School of Government 2002 — 2003
Achieving Ecxellence in Community Development - Fellowship
Cambridge College 1991 — 1993
master, education
Mike Phan's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Dorado Software November 2008 - March 2009
Hewlett-Packard July 2006 - December 2006
Skills
Customer Service, 401k Rollovers, Estate Planning, Life Insurance, Retirement Planning, Key Person Protection, Problem Solving, Education Funding..., Long Term Care Insurance, Legacy Planning, Protection Planning, Grandchild Gifting
Education
California State University-Sacramento 2002 — 2008
Bachelor's degree, Computer Engineering
San Joaquin Delta College 1998 — 2001
Associate of Arts (AA), Pre-Computer Science
Tokay High School 1993 — 1997
High School Diploma
New York Life Insurance Company December 2014 - Present
Dorado Software November 2008 - March 2009
Hewlett-Packard July 2006 - December 2006
Skills
Customer Service, 401k Rollovers, Estate Planning, Life Insurance, Retirement Planning, Key Person Protection, Problem Solving, Education Funding..., Long Term Care Insurance, Legacy Planning, Protection Planning, Grandchild Gifting
Education
California State University-Sacramento 2002 — 2008
Bachelor's degree, Computer Engineering
San Joaquin Delta College 1998 — 2001
Associate of Arts (AA), Pre-Computer Science
Tokay High School 1993 — 1997
High School Diploma
Christopher Nunnally's New York Life Insurance Company Experience July 2009 - November 2012
Job Small Business Sales Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial June 2013 - September 2014
New York Life Insurance Company July 2009 - November 2012
Skills
Insurance, Sales, Investments, Life Insurance, Customer Service, Group Insurance, Risk Management, Small Business, Disability Insurance, Term Life Insurance
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Accounting and Finance, Senior
Cape Cod Community College 2007 — 2009
Associate’s Degree
Sun Life Financial September 2014 - Present
Sun Life Financial June 2013 - September 2014
New York Life Insurance Company July 2009 - November 2012
Skills
Insurance, Sales, Investments, Life Insurance, Customer Service, Group Insurance, Risk Management, Small Business, Disability Insurance, Term Life Insurance
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Accounting and Finance, Senior
Cape Cod Community College 2007 — 2009
Associate’s Degree
Paul Etienne's New York Life Insurance Company Experience August 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
Bankers Life and Casualty Company March 2008 - August 2012
Skills
Retirement Planning, Strategic Financial..., Securities, 401k Rollovers
Education
Cambridge College
New York Life Insurance Company August 2012 - Present
Bankers Life and Casualty Company March 2008 - August 2012
Skills
Retirement Planning, Strategic Financial..., Securities, 401k Rollovers
Education
Cambridge College
Alena Betcheri's New York Life Insurance Company Experience December 2012 - August 2014
Job Real Estate Agent at Carrington Real Estate Services
Industry Staffing and Recruiting
Experience
Independent Recruiter Real Estate AgentCarrington Real Estate ServicesJuly 2015 - Present
New York Life Insurance Company December 2012 - August 2014
Glen Oaks Escrow May 2013 - June 2013
Heartbeat Cardiovascular Medical Group October 2011 - December 2012
LegalZoom February 2011 - May 2011
Guess August 2010 - October 2010
20th Century Fox January 2010 - May 2010
Clear Channel Communications January 2009 - May 2009
FICO LLC June 2006 - October 2008
Skills
File Management, Microsoft Office, Office Management, Administrative..., Marketing, QuickBooks, Data Entry, Quicken, Marketing Communications, Finance, Payroll, Analysis, Telephone Skills, Recruiting, Social Networking, Market Research, Insurance, Business Development, Microsoft Excel, Human Resources, Event Planning, Time Management, Sales, Leadership, Customer Service, Social Media, Management
Education
California State University-Northridge 2006 — 2010
Bachelor's degree, Business and Economics
Landmark Education 2011 — 2011
Independent Recruiter Real Estate AgentCarrington Real Estate ServicesJuly 2015 - Present
New York Life Insurance Company December 2012 - August 2014
Glen Oaks Escrow May 2013 - June 2013
Heartbeat Cardiovascular Medical Group October 2011 - December 2012
LegalZoom February 2011 - May 2011
Guess August 2010 - October 2010
20th Century Fox January 2010 - May 2010
Clear Channel Communications January 2009 - May 2009
FICO LLC June 2006 - October 2008
Skills
File Management, Microsoft Office, Office Management, Administrative..., Marketing, QuickBooks, Data Entry, Quicken, Marketing Communications, Finance, Payroll, Analysis, Telephone Skills, Recruiting, Social Networking, Market Research, Insurance, Business Development, Microsoft Excel, Human Resources, Event Planning, Time Management, Sales, Leadership, Customer Service, Social Media, Management
Education
California State University-Northridge 2006 — 2010
Bachelor's degree, Business and Economics
Landmark Education 2011 — 2011
Martin Valdez's New York Life Insurance Company Experience July 2012 - January 2014
Job Retired
Industry Financial Services
Experience
San Bernardino January 2014 - Present
New York Life Insurance Company July 2012 - January 2014
Guardian Life Insurance July 2009 - July 2012
New York Life 2012 - 2012
Skills
Variable Annuities, Retirement Planning, IRAs, Retirement, Key Person Insurance, Long-term Care, Roth IRA, 401k, Series 6, College Savings Plans, 401k Rollovers, Estate Planning, Buy-sell Agreements, Mutual Funds, Financial Planners, Strategic Financial...
Education
Cal State San Bernardino 1969 — 1975
Bachelor's degree, Political Science and Government
San Bernardino January 2014 - Present
New York Life Insurance Company July 2012 - January 2014
Guardian Life Insurance July 2009 - July 2012
New York Life 2012 - 2012
Skills
Variable Annuities, Retirement Planning, IRAs, Retirement, Key Person Insurance, Long-term Care, Roth IRA, 401k, Series 6, College Savings Plans, 401k Rollovers, Estate Planning, Buy-sell Agreements, Mutual Funds, Financial Planners, Strategic Financial...
Education
Cal State San Bernardino 1969 — 1975
Bachelor's degree, Political Science and Government
Enna Lucio's New York Life Insurance Company Experience January 2000 - Present
Job Director
Industry Financial Services
Experience
New York Life Insurance Company January 2000 - Present
City National bank March 1994 - December 1999
Skills
Mutual Funds, Securities, Series 63
Education
California State University-San Bernardino
Business Administration - Finance
New York Life Insurance Company January 2000 - Present
City National bank March 1994 - December 1999
Skills
Mutual Funds, Securities, Series 63
Education
California State University-San Bernardino
Business Administration - Finance
Jason Duran's New York Life Insurance Company Experience January 2013 - Present
Job Agent at New York Life Insurance Company
Industry Sports
Experience
New York Life Insurance Company January 2013 - Present
Univers Workplace Solutions October 2012 - January 2013
Marietta Ice Center September 2011 - May 2012
Alpharetta Family Skate Center August 2006 - August 2011
Alpharetta Family Skate center January 2001 - August 2011
Alpharetta Family Skate Center January 2001 - May 2008
Alpharetta Family Skate Center January 2003 - August 2006
Atlanta Thrashers Hockey Club January 1999 - January 2001
Skills
Personal Fitness
Education
Canisius College
Bachelor of Science
Life University
Masters Degree, Exercise Sports Science
New York Life Insurance Company January 2013 - Present
Univers Workplace Solutions October 2012 - January 2013
Marietta Ice Center September 2011 - May 2012
Alpharetta Family Skate Center August 2006 - August 2011
Alpharetta Family Skate center January 2001 - August 2011
Alpharetta Family Skate Center January 2001 - May 2008
Alpharetta Family Skate Center January 2003 - August 2006
Atlanta Thrashers Hockey Club January 1999 - January 2001
Skills
Personal Fitness
Education
Canisius College
Bachelor of Science
Life University
Masters Degree, Exercise Sports Science
Jenna Glancz's New York Life Insurance Company Experience July 2011 - January 2012
Job Workers Compensation Coordinator at Premier Physicians Management Company
Industry Medical Practice
Experience
Premier Physicians Management Company June 2011 - Present
New York Life Insurance Company July 2011 - January 2012
PlanetHospital January 2009 - March 2011
Skills
Time Management, Deadline Oriented, employee training and..., Medical Terminology, patient charting, Medical Billing, schedule management, travel administration, problem resolution, Reports Analysis, patient care advocacy, Analysis, Customer Service, Event Planning, Marketing, Microsoft Excel, Sales, Training, Medical Records
Education
California State University-Northridge 2007 — 2010
BS, Recreation and Tourism Management- Hospitality
Premier Physicians Management Company June 2011 - Present
New York Life Insurance Company July 2011 - January 2012
PlanetHospital January 2009 - March 2011
Skills
Time Management, Deadline Oriented, employee training and..., Medical Terminology, patient charting, Medical Billing, schedule management, travel administration, problem resolution, Reports Analysis, patient care advocacy, Analysis, Customer Service, Event Planning, Marketing, Microsoft Excel, Sales, Training, Medical Records
Education
California State University-Northridge 2007 — 2010
BS, Recreation and Tourism Management- Hospitality
Robert Corekin's New York Life Insurance Company Experience July 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Food & Beverages
Experience
New York Life Insurance Company July 2015 - Present
The Nielsen Co. April 2014 - January 2015
Direct Connect September 2012 - April 2014
Waste Not Recycling September 2011 - September 2012
Skills
Superior Client Service, always goes the extra..., Outstanding people...
Education
Cal State Northridge 1971 — 1975
BS, Business
California State University-Northridge 1969 — 1975
Bachelors of Science, Management/Physcology
New York Life Insurance Company July 2015 - Present
The Nielsen Co. April 2014 - January 2015
Direct Connect September 2012 - April 2014
Waste Not Recycling September 2011 - September 2012
Skills
Superior Client Service, always goes the extra..., Outstanding people...
Education
Cal State Northridge 1971 — 1975
BS, Business
California State University-Northridge 1969 — 1975
Bachelors of Science, Management/Physcology
Elizabeth Spahr's New York Life Insurance Company Experience July 2007 - May 2013
Job Service Associate at New York Life Insurance Company
Industry Insurance
Experience
Spahr Household January 2013 - Present
New York Life Insurance Company July 2007 - May 2013
Capital University 2006 - 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office
Education
Capital University 2003 — 2007
B.A., Mathematics & Computational Science
Lakewood High School 1999 — 2003
Spahr Household January 2013 - Present
New York Life Insurance Company July 2007 - May 2013
Capital University 2006 - 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office
Education
Capital University 2003 — 2007
B.A., Mathematics & Computational Science
Lakewood High School 1999 — 2003
Edward Bloomfield's New York Life Insurance Company Experience AssistantNew York Life Insurance Company2009 - 2011
Job Assistant to Simon Bloomfield at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company AssistantNew York Life Insurance Company2009 - 2011
Education
Cape Cod Community College 2008 — 2010
Information Technology
New York Life Insurance Company AssistantNew York Life Insurance Company2009 - 2011
Education
Cape Cod Community College 2008 — 2010
Information Technology
M. Vafa Riazi's New York Life Insurance Company Experience November 2012 - March 2014
Job CPA, MT.
Industry Accounting
Experience
Ali Mohammadpour, CPA August 2011 - Present
Crown Point dental Care June 2003 - October 2014
Crown Point Dental Care January 2003 - October 2014
New York Life Insurance Company November 2012 - March 2014
Into Great Brands, Inc. August 2011 - January 2012
Skills
Tax Preparation, Tax Returns, Tax Accounting, Income Tax, Account Reconciliation, Auditing, Cost Accounting, Payroll, General Ledger
Education
CAPITAL LAW SCHOOL 2010 — 2012
Masters of Taxation , Tax Law/Taxation
Capital University 2009 — 2011
Bachelor of Art, Accounting
Capital University
Bachelor of Arts, Accounting
Ali Mohammadpour, CPA August 2011 - Present
Crown Point dental Care June 2003 - October 2014
Crown Point Dental Care January 2003 - October 2014
New York Life Insurance Company November 2012 - March 2014
Into Great Brands, Inc. August 2011 - January 2012
Skills
Tax Preparation, Tax Returns, Tax Accounting, Income Tax, Account Reconciliation, Auditing, Cost Accounting, Payroll, General Ledger
Education
CAPITAL LAW SCHOOL 2010 — 2012
Masters of Taxation , Tax Law/Taxation
Capital University 2009 — 2011
Bachelor of Art, Accounting
Capital University
Bachelor of Arts, Accounting
Brian Toohey's New York Life Insurance Company Experience August 2010 - Present
Job Corporate Vice President Corporate Security New York Life Insurance Company
Industry Security and Investigations
Experience
New York Life Insurance Company August 2010 - Present
FJC Security Services, Inc. April 2008 - August 2010
Port Authority of NY & NJ February 1987 - February 2007
Skills
Corporate Security, Security, Physical Security, Crisis Management, Private Investigations, Security Management, Emergency Management, Security Operations, Investigation, Risk Assessment, Supervisory Skills, Internal Investigations, Leadership, Asset Protection, Access Control, Crime Prevention, Policy, Security Training, Executive Protection, First Responder
Education
Canisius College 1976 — 1981
Bachelor of Science (B.S.)
New York Life Insurance Company August 2010 - Present
FJC Security Services, Inc. April 2008 - August 2010
Port Authority of NY & NJ February 1987 - February 2007
Skills
Corporate Security, Security, Physical Security, Crisis Management, Private Investigations, Security Management, Emergency Management, Security Operations, Investigation, Risk Assessment, Supervisory Skills, Internal Investigations, Leadership, Asset Protection, Access Control, Crime Prevention, Policy, Security Training, Executive Protection, First Responder
Education
Canisius College 1976 — 1981
Bachelor of Science (B.S.)
Alisha Hernandez's New York Life Insurance Company Experience March 2012 - Present
Job Advertising/Marketing intership position / administrative assistant at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company March 2012 - Present
Prime real estate network November 2007 - August 2010
Education
Sierra College 2007 — 2009
Business Marketing, Business Administration and Management, General
CSU Sacramento 2012 — 2014
Social and behavioral sciences, Social Work
New York Life Insurance Company March 2012 - Present
Prime real estate network November 2007 - August 2010
Education
Sierra College 2007 — 2009
Business Marketing, Business Administration and Management, General
CSU Sacramento 2012 — 2014
Social and behavioral sciences, Social Work
Stanley Schofield's New York Life Insurance Company Experience October 2013 - Present
Job Licensed Agent at New York Life Insurance Company. Helping families and business owners with strategic planning.
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
Skills
Retirement Planning, 401k Rollovers, Multi-generational..., Family Financial..., Roth IRA, Traditional IRA, Licensed Life Insurance..., Permanent Life Insurance, Asset Protection, Investments, Annuity Sales, Investment Strategies, Estate Planning, Protection Planning, Public Speaking, Army, Security Clearance, Military Training, DoD, Hands-on leader, Organizational..., Skilled Multi-tasker, Operational Planning, Military Operations, Combat, Military Experience, Top Secret, Force Protection, Training, Information Assurance, Leadership Development, Logistics Management, Operations Management, Executive Coaching, Performance Assessment, Leadership, Planning
Education
Central Texas College 2012 — 2013
Associate's degree, Military Technologies and Applied Sciences, 3.6 GPA
Cameron University
New York Life Insurance Company October 2013 - Present
Skills
Retirement Planning, 401k Rollovers, Multi-generational..., Family Financial..., Roth IRA, Traditional IRA, Licensed Life Insurance..., Permanent Life Insurance, Asset Protection, Investments, Annuity Sales, Investment Strategies, Estate Planning, Protection Planning, Public Speaking, Army, Security Clearance, Military Training, DoD, Hands-on leader, Organizational..., Skilled Multi-tasker, Operational Planning, Military Operations, Combat, Military Experience, Top Secret, Force Protection, Training, Information Assurance, Leadership Development, Logistics Management, Operations Management, Executive Coaching, Performance Assessment, Leadership, Planning
Education
Central Texas College 2012 — 2013
Associate's degree, Military Technologies and Applied Sciences, 3.6 GPA
Cameron University
Laura Basso's New York Life Insurance Company Experience February 1999 - September 2006
Job QC Coordinator at Toyota Tsusho America
Industry International Trade and Development
Experience
Toyota Tsusho America September 2006 - Present
New York Life Insurance Company February 1999 - September 2006
Skills
Quality Oriented, Detailed Organization, Steel, Quality Management, Insurance Regulatory, Customer Support, Supply Chain Management, ISO, Continuous Improvement, Materials, Process Improvement, Insurance Background, Business leadership, Organizational..., corporate compliance, Forecasting, Supply Chain, Logistics, Customer Service, Negotiation, Microsoft Office, Automotive
Education
Capella University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
County College of Morris 1986 — 1998
Bachelor of Arts (B.A.), Humanities/Criminal Justice
William Paterson University of New Jersey 1988 — 1991
English/Education
Toyota Tsusho America September 2006 - Present
New York Life Insurance Company February 1999 - September 2006
Skills
Quality Oriented, Detailed Organization, Steel, Quality Management, Insurance Regulatory, Customer Support, Supply Chain Management, ISO, Continuous Improvement, Materials, Process Improvement, Insurance Background, Business leadership, Organizational..., corporate compliance, Forecasting, Supply Chain, Logistics, Customer Service, Negotiation, Microsoft Office, Automotive
Education
Capella University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
County College of Morris 1986 — 1998
Bachelor of Arts (B.A.), Humanities/Criminal Justice
William Paterson University of New Jersey 1988 — 1991
English/Education
Nicole Fountain's New York Life Insurance Company Experience Model/actress/entertainerGreenline ProductionsMay 2014 - Present
Job Promotional model and marketing services
Industry Marketing and Advertising
Experience
New York Life Insurance Company Model/actress/entertainerGreenline ProductionsMay 2014 - Present
Guitar Center January 2014 - Present
Model November 2013 - Present
Ems Inc May 2013 - Present
F & r auto sales January 2013 - May 2013
Balise Motor Sales January 2012 - August 2012
Skills
Customer Service, Training, Recruiting, Consulting, Sales Process, Team Building, Customer Retention, Direct Marketing, Sales, Time Management, Employee Benefits, CRM, Merchandising, Marketing Strategy, Social Networking, Customer Satisfaction, Strategic Planning, B2B, Social Media Marketing, Employee Training, Social Media, Teamwork, Marketing, Account Management, Leadership Development, Business Strategy, Inventory Management, Advertising, Retail, Networking, Marketing Communications, Market Research, Market Planning, Photography, Lead Generation, Trade Shows, Team Management, Insurance, Building Relationships, Facebook, Retail Sales, Brand Development, Brand Awareness, Finance
Education
Aveda institute rhode island 2012 — 2013
license, Nail Technician/Specialist and Manicurist
Cape Cod Community College
Business
New York Life Insurance Company Model/actress/entertainerGreenline ProductionsMay 2014 - Present
Guitar Center January 2014 - Present
Model November 2013 - Present
Ems Inc May 2013 - Present
F & r auto sales January 2013 - May 2013
Balise Motor Sales January 2012 - August 2012
Skills
Customer Service, Training, Recruiting, Consulting, Sales Process, Team Building, Customer Retention, Direct Marketing, Sales, Time Management, Employee Benefits, CRM, Merchandising, Marketing Strategy, Social Networking, Customer Satisfaction, Strategic Planning, B2B, Social Media Marketing, Employee Training, Social Media, Teamwork, Marketing, Account Management, Leadership Development, Business Strategy, Inventory Management, Advertising, Retail, Networking, Marketing Communications, Market Research, Market Planning, Photography, Lead Generation, Trade Shows, Team Management, Insurance, Building Relationships, Facebook, Retail Sales, Brand Development, Brand Awareness, Finance
Education
Aveda institute rhode island 2012 — 2013
license, Nail Technician/Specialist and Manicurist
Cape Cod Community College
Business
Ron Friedland's New York Life Insurance Company Experience 1996 - 1998
Job
Industry Computer Software
Experience
Amber Codon 1981 - Present
Lane Community College 2010 - 2013
Genometric Systems 2003 - 2008
International Flavors and Fragrances 1999 - 2001
New York Life Insurance Company 1996 - 1998
Sharp Microelectronics Technology 1996 - 1996
United States Air Force 1992 - 1994
Magnavox, General Electric, and Lockheed Missiles and Space 1981 - 1987
Skills
C, C++, HTML, Python, Algorithms, Software Engineering, Software Development, Programming, Perl, Fortran, Pascal, Molecular Biology, Computational Biology, Computer Security, Genomics, teaching, Research, Data Analysis
Education
Massachusetts Institute of Technology
all but thesis on a Ph.D., Molecular Biology
University of Oregon
Master's Degree, Computer Science
Caltech
Molecular Biology
Amber Codon 1981 - Present
Lane Community College 2010 - 2013
Genometric Systems 2003 - 2008
International Flavors and Fragrances 1999 - 2001
New York Life Insurance Company 1996 - 1998
Sharp Microelectronics Technology 1996 - 1996
United States Air Force 1992 - 1994
Magnavox, General Electric, and Lockheed Missiles and Space 1981 - 1987
Skills
C, C++, HTML, Python, Algorithms, Software Engineering, Software Development, Programming, Perl, Fortran, Pascal, Molecular Biology, Computational Biology, Computer Security, Genomics, teaching, Research, Data Analysis
Education
Massachusetts Institute of Technology
all but thesis on a Ph.D., Molecular Biology
University of Oregon
Master's Degree, Computer Science
Caltech
Molecular Biology
cynthia cuellar's New York Life Insurance Company Experience December 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
Golden 1 Credit Union 2009 - 2012
Union Bank 2007 - 2009
Skills
Employee Benefits, Small Business, Retirement Planning, Life Insurance, Term Life Insurance, Permanent Life Insurance, Finance, Accounting
Education
California State University-Sacramento
Las Positas College
Associate of Arts (A.A.)
New York Life Insurance Company December 2012 - Present
Golden 1 Credit Union 2009 - 2012
Union Bank 2007 - 2009
Skills
Employee Benefits, Small Business, Retirement Planning, Life Insurance, Term Life Insurance, Permanent Life Insurance, Finance, Accounting
Education
California State University-Sacramento
Las Positas College
Associate of Arts (A.A.)