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,
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New York Life Insurance Company Employees
Employee
Years
Job
Industry
Chris Draghi Chris Draghi's New York Life Insurance Company Experience June 2007 - August 2007
Job Senior Statistical Accountant at Chubb Insurance
Industry Accounting
Experience
Chubb Insurance August 2014 - Present
Chubb Insurance September 2013 - August 2014
Chubb Insurance April 2011 - September 2013
LabTest Products Inc. September 2009 - November 2010
Golden Gloves Boxing November 2007 - May 2010
M&D Associates May 2008 - August 2009
New York Life Insurance Company June 2007 - August 2007
New York Life Investment Management June 2006 - August 2006
Skills
Underwriting, Finance
Education
Seton Hall University 2009 — 2010
Master's, Business Administration - Accounting
Centenary College 2004 — 2008
Bachelor of Science, Business Administration - Management and Finance
Chubb Insurance August 2014 - Present
Chubb Insurance September 2013 - August 2014
Chubb Insurance April 2011 - September 2013
LabTest Products Inc. September 2009 - November 2010
Golden Gloves Boxing November 2007 - May 2010
M&D Associates May 2008 - August 2009
New York Life Insurance Company June 2007 - August 2007
New York Life Investment Management June 2006 - August 2006
Skills
Underwriting, Finance
Education
Seton Hall University 2009 — 2010
Master's, Business Administration - Accounting
Centenary College 2004 — 2008
Bachelor of Science, Business Administration - Management and Finance
Forrest (Wayne) Heard Forrest (Wayne) Heard's New York Life Insurance Company Experience June 1994 - January 2000
Job Consequence Management ♦ Executive Level Project Management ♦ Writer ♦ Leadership Development
Industry Management Consulting
Experience
United States Department of Defense June 2011 - Present
U.S. Department of Justice January 2010 - June 2011
US Central Command January 2008 - December 2009
US Army August 2004 - December 2008
New York Life Insurance Company June 1994 - January 2000
USSOCOM September 1989 - June 1991
Georgia Southern University July 1985 - June 1989
US Army June 1984 - June 1985
Charlie Company, 1-19th Infantry, 25th Infantry Division July 1982 - June 1984
Troy University April 1981 - April 1982
Skills
Executive Level Project..., Facilitation, Consequence Management, Emergency Management, Project Mangement, Program Management, Innovative Solutions..., Human Capital..., Team building and..., Staff Development and..., Operations Management, Management, Operational Planning, Education and Training, Training, Education Policy, Executive Education, Instructional Design, Writing, Copy Editing, Task Analysis, Requirements Analysis, Business Needs Analysis, Business Analysis, Market Development, Transformation..., Department of..., DoD, Strategic Planning and..., Military Operations, Personnel Recovery, Rescue Operations, Army, Tactics, Mission Analysis, Special Operations, Government, Counterterrorism, Command, Military, Intelligence, Security Clearance
Education
Central Michigan University
Troy University
BS, Management, summa cum laude
United States Department of Defense June 2011 - Present
U.S. Department of Justice January 2010 - June 2011
US Central Command January 2008 - December 2009
US Army August 2004 - December 2008
New York Life Insurance Company June 1994 - January 2000
USSOCOM September 1989 - June 1991
Georgia Southern University July 1985 - June 1989
US Army June 1984 - June 1985
Charlie Company, 1-19th Infantry, 25th Infantry Division July 1982 - June 1984
Troy University April 1981 - April 1982
Skills
Executive Level Project..., Facilitation, Consequence Management, Emergency Management, Project Mangement, Program Management, Innovative Solutions..., Human Capital..., Team building and..., Staff Development and..., Operations Management, Management, Operational Planning, Education and Training, Training, Education Policy, Executive Education, Instructional Design, Writing, Copy Editing, Task Analysis, Requirements Analysis, Business Needs Analysis, Business Analysis, Market Development, Transformation..., Department of..., DoD, Strategic Planning and..., Military Operations, Personnel Recovery, Rescue Operations, Army, Tactics, Mission Analysis, Special Operations, Government, Counterterrorism, Command, Military, Intelligence, Security Clearance
Education
Central Michigan University
Troy University
BS, Management, summa cum laude
Sharon Galloway's New York Life Insurance Company Experience October 2008 - November 2011
Job
Industry Environmental Services
Experience
St. Tammany Parish January 2012 - Present
New York Life Insurance Company October 2008 - November 2011
MedSource Associates, LLC 2001 - 2004
Education
University of Wyoming at Casper 1989 — 1991
Social Work
Central Wyoming College 1988 — 1989
Associate's degree, Social Work
Southwest Mississippi Community College 1987 — 1988
Social Work
St. Tammany Parish January 2012 - Present
New York Life Insurance Company October 2008 - November 2011
MedSource Associates, LLC 2001 - 2004
Education
University of Wyoming at Casper 1989 — 1991
Social Work
Central Wyoming College 1988 — 1989
Associate's degree, Social Work
Southwest Mississippi Community College 1987 — 1988
Social Work
Greg Hanby Greg Hanby's New York Life Insurance Company Experience December 2013 - November 2014
Job Online Marketing Specialist at GENPACT
Industry Marketing and Advertising
Experience
GENPACT May 2015 - Present
New York Life Insurance Company December 2013 - November 2014
Power Wellness January 2012 - September 2013
Power Wellness January 2011 - January 2012
Power Wellness: Serving The Health & Fitness Center at Washtenaw Community College February 2007 - January 2011
Hills & Dales General Hospital August 2002 - December 2006
Michigan Athletic Rehabiltation Center, Hills & Dales General Hospital May 1994 - August 2002
Cass City High School March 1998 - June 2001
Akron Fairgrove Junior High School August 1997 - October 1998
Industrial Rehabilitation Associates, Inc. May 1992 - May 1994
Skills
Leadership, Healthcare, Rehabilitation, Public Speaking, Wellness, Team Building, Sales, Strategic Planning, Building Relationships, Healthcare Management, Project Management, Event Planning, Fitness Industry, Business Planning, Planning Budgeting &..., Communication, Writing, Business Development, Operations Management, Athletic Training, Google Adwords
Education
Central Michigan University 1995 — 2001
Master of Science, Health Services Administration, 3.89
Central Michigan University 1988 — 1992
BS, Sports Medicine, 3.32
Cass City High School 1984 — 1988
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
GENPACT May 2015 - Present
New York Life Insurance Company December 2013 - November 2014
Power Wellness January 2012 - September 2013
Power Wellness January 2011 - January 2012
Power Wellness: Serving The Health & Fitness Center at Washtenaw Community College February 2007 - January 2011
Hills & Dales General Hospital August 2002 - December 2006
Michigan Athletic Rehabiltation Center, Hills & Dales General Hospital May 1994 - August 2002
Cass City High School March 1998 - June 2001
Akron Fairgrove Junior High School August 1997 - October 1998
Industrial Rehabilitation Associates, Inc. May 1992 - May 1994
Skills
Leadership, Healthcare, Rehabilitation, Public Speaking, Wellness, Team Building, Sales, Strategic Planning, Building Relationships, Healthcare Management, Project Management, Event Planning, Fitness Industry, Business Planning, Planning Budgeting &..., Communication, Writing, Business Development, Operations Management, Athletic Training, Google Adwords
Education
Central Michigan University 1995 — 2001
Master of Science, Health Services Administration, 3.89
Central Michigan University 1988 — 1992
BS, Sports Medicine, 3.32
Cass City High School 1984 — 1988
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Michael Giametta Michael Giametta's New York Life Insurance Company Experience February 2013 - September 2015
Job Director Audio Technology Services at KPMG
Industry Information Technology and Services
Experience
KPMG September 2015 - Present
New York Life Insurance Company February 2013 - September 2015
Pfizer Pharmaceuticals 2000 - August 2012
Citi 1998 - 2002
Skills
Vendor Management, Process Improvement, PMP, Cross-functional Team..., Project Management, Disaster Recovery, ITIL, Team Leadership, Project Portfolio..., Software Documentation, Integration, Team Building, Cisco Technologies, IT Strategy, IT Management, Outsourcing, Data Center, Enterprise Architecture, IT Service Management, PMO, SDLC, Business Intelligence, IT Operations
Education
Centenary College
Business Administration and Management, General
KPMG September 2015 - Present
New York Life Insurance Company February 2013 - September 2015
Pfizer Pharmaceuticals 2000 - August 2012
Citi 1998 - 2002
Skills
Vendor Management, Process Improvement, PMP, Cross-functional Team..., Project Management, Disaster Recovery, ITIL, Team Leadership, Project Portfolio..., Software Documentation, Integration, Team Building, Cisco Technologies, IT Strategy, IT Management, Outsourcing, Data Center, Enterprise Architecture, IT Service Management, PMO, SDLC, Business Intelligence, IT Operations
Education
Centenary College
Business Administration and Management, General
Patrick Guzman's New York Life Insurance Company Experience December 2013 - April 2015
Job Transition Specialist
Industry Professional Training & Coaching
Experience
New York Life Insurance Company December 2013 - April 2015
Tribalco January 2013 - August 2013
Transitional Leave August 2012 - January 2013
US Army July 2011 - July 2012
Joint Interagency Task Force- West July 2010 - July 2011
I Corps 2003 - 2005
Skills
Education Funding..., Permanent Life Insurance, Multi-generational..., Protection..., Term Life Insurance, Wealth Preservation..., Legacy Planning, Retirement Planning, Business Insurance..., Leadership, Business Networking, Building Effective..., Analysis, Strategic Planning, Personal Finance, Public Speaking, Succession Planning, Supplements to Employee..., Small Business, LGBT Planning, Customer Retention, Grandchild Gifting, Risk Management, Workshop Facilitation, Buy-sell Agreements, Personnel Management, Gifting Strategies, Social Media Marketing, Multi-generational..., Seminar Marketing, Team Building, Management, Project Planning, Operations Management, Team Leadership, Project Management, Finance, Mentoring, Customer Service, Microsoft Office, Military, Program Management, Security Clearance, National Security, Military Operations, Operational Planning, Coaching, Human Resources, Strategy
Education
Central Michigan University 2008 — 2012
Master of Science Administration (M.S.A), Human Resources
University of Guam 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
IOAC
IOAC
New York Life Insurance Company December 2013 - April 2015
Tribalco January 2013 - August 2013
Transitional Leave August 2012 - January 2013
US Army July 2011 - July 2012
Joint Interagency Task Force- West July 2010 - July 2011
I Corps 2003 - 2005
Skills
Education Funding..., Permanent Life Insurance, Multi-generational..., Protection..., Term Life Insurance, Wealth Preservation..., Legacy Planning, Retirement Planning, Business Insurance..., Leadership, Business Networking, Building Effective..., Analysis, Strategic Planning, Personal Finance, Public Speaking, Succession Planning, Supplements to Employee..., Small Business, LGBT Planning, Customer Retention, Grandchild Gifting, Risk Management, Workshop Facilitation, Buy-sell Agreements, Personnel Management, Gifting Strategies, Social Media Marketing, Multi-generational..., Seminar Marketing, Team Building, Management, Project Planning, Operations Management, Team Leadership, Project Management, Finance, Mentoring, Customer Service, Microsoft Office, Military, Program Management, Security Clearance, National Security, Military Operations, Operational Planning, Coaching, Human Resources, Strategy
Education
Central Michigan University 2008 — 2012
Master of Science Administration (M.S.A), Human Resources
University of Guam 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
IOAC
IOAC
Melina Ahmadpour Melina Ahmadpour's New York Life Insurance Company Experience 2014 - Present
Job Speaker and Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
Comfort Zone Camp 2014 - Present
NAIFA April 2015 - April 2015
Ohio National Financial Services April 2015 - April 2015
New York Life Insurance Company October 2014 - October 2014
New York Life Insurance Company October 2014 - October 2014
Money and Culture Foundation - First Budapest Insurance Summit September 2014 - September 2014
NAIFA-Texas September 2014 - September 2014
Transamerica September 2014 - September 2014
New York Life Insurance Company August 2014 - August 2014
Skills
Public Speaking, Insurance, Sales, Life Insurance, Management, Leadership, Direct Sales, Marketing, Fixed Annuities, Retirement, Financial Planning, Term Life Insurance, Finance, Financial Services, Retirement Planning
Education
Cerritos College 2013 — 2015
Currently Enrolled, International/Global Studies
New York Life Insurance Company 2014 - Present
Comfort Zone Camp 2014 - Present
NAIFA April 2015 - April 2015
Ohio National Financial Services April 2015 - April 2015
New York Life Insurance Company October 2014 - October 2014
New York Life Insurance Company October 2014 - October 2014
Money and Culture Foundation - First Budapest Insurance Summit September 2014 - September 2014
NAIFA-Texas September 2014 - September 2014
Transamerica September 2014 - September 2014
New York Life Insurance Company August 2014 - August 2014
Skills
Public Speaking, Insurance, Sales, Life Insurance, Management, Leadership, Direct Sales, Marketing, Fixed Annuities, Retirement, Financial Planning, Term Life Insurance, Finance, Financial Services, Retirement Planning
Education
Cerritos College 2013 — 2015
Currently Enrolled, International/Global Studies
Andre Moore Andre Moore's New York Life Insurance Company Experience October 2012 - January 2013
Job Branch Manager Trainee at Hertz
Industry Retail
Experience
Pinnacle Opportunities May 2014 - January 2015
Easter Seals Inc. March 2013 - May 2014
Sterling Jewelers January 2013 - March 2013
New York Life Insurance Company October 2012 - January 2013
OG Organo Gold Coffee January 2012 - January 2013
OfficeMax January 2010 - January 2012
Skills
Leadership, Managerial, Training, Consultation, Communication, Risk Management, Project Management, Time Management, PowerPoint, Analysis, Customer Service, Logistics, Team Building, Leadership Development, Event Planning, Public Speaking
Education
Olivet Nazarene University 2014 — 2016
Master degree candidate in Business Administration (M.B.A.), Strategic leadership
Central Michigan University 2004 — 2009
Bachelor of Science (B.S.), Business Administration, Management and Operations
Morgan Park High School 2000 — 2004
Pinnacle Opportunities May 2014 - January 2015
Easter Seals Inc. March 2013 - May 2014
Sterling Jewelers January 2013 - March 2013
New York Life Insurance Company October 2012 - January 2013
OG Organo Gold Coffee January 2012 - January 2013
OfficeMax January 2010 - January 2012
Skills
Leadership, Managerial, Training, Consultation, Communication, Risk Management, Project Management, Time Management, PowerPoint, Analysis, Customer Service, Logistics, Team Building, Leadership Development, Event Planning, Public Speaking
Education
Olivet Nazarene University 2014 — 2016
Master degree candidate in Business Administration (M.B.A.), Strategic leadership
Central Michigan University 2004 — 2009
Bachelor of Science (B.S.), Business Administration, Management and Operations
Morgan Park High School 2000 — 2004
Stephen Springer Stephen Springer's New York Life Insurance Company Experience September 2015 - Present
Job Corporate Vice President, Strategy & Internal Consulting at New York Life
Industry Management Consulting
Experience
New York Life Insurance Company September 2015 - Present
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Mergers, Acquisition Integration, IT Strategy, Process Improvement, Operational Due..., Business Analysis, Divestitures, IT Due Diligence, Corporate Cost / Stand..., Information Systems..., Business Process..., Valuation, Data Analysis, Sell Side Support, Buy Side Support, Strategic Sourcing, Procurement, Virtual Data Rooms, Data Modeling, Forecasting, Risk Management, Finance, Accounting, Human Resources, Tax, Treasury, Business Strategy, Synergies, Transition Services...
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS, Business Administration
Carnegie Mellon University 2004 — 2008
Additional Major, Decision Science - Dietrich College of Humanities and Social Sciences
New York Life Insurance Company September 2015 - Present
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Mergers, Acquisition Integration, IT Strategy, Process Improvement, Operational Due..., Business Analysis, Divestitures, IT Due Diligence, Corporate Cost / Stand..., Information Systems..., Business Process..., Valuation, Data Analysis, Sell Side Support, Buy Side Support, Strategic Sourcing, Procurement, Virtual Data Rooms, Data Modeling, Forecasting, Risk Management, Finance, Accounting, Human Resources, Tax, Treasury, Business Strategy, Synergies, Transition Services...
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS, Business Administration
Carnegie Mellon University 2004 — 2008
Additional Major, Decision Science - Dietrich College of Humanities and Social Sciences
G. Sunny Bassi G. Sunny Bassi's New York Life Insurance Company Experience December 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
Law office of Timothy P. Coogan August 2010 - August 2012
Skills
401(k) Rollovers,..., Estate Planning, Insurance, Investments, Multi Generational..., Retirement and..., Small Busniess, Wealth accumulation..., Family Protection, Financial Services, Retirement, Securities, Finance, Analysis, Tax, FINRA, Mutual Funds, Retirement Planning, Strategic Financial..., Accounting, Personal Finance, Microsoft Office, Financial Planning, Customer Service
Education
Central Washington University 2005 — 2010
Bachelor's degree, Law and Justice and Sociology
Stadium High School 1999 — 2002
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
Law office of Timothy P. Coogan August 2010 - August 2012
Skills
401(k) Rollovers,..., Estate Planning, Insurance, Investments, Multi Generational..., Retirement and..., Small Busniess, Wealth accumulation..., Family Protection, Financial Services, Retirement, Securities, Finance, Analysis, Tax, FINRA, Mutual Funds, Retirement Planning, Strategic Financial..., Accounting, Personal Finance, Microsoft Office, Financial Planning, Customer Service
Education
Central Washington University 2005 — 2010
Bachelor's degree, Law and Justice and Sociology
Stadium High School 1999 — 2002
Matthew Maughan's New York Life Insurance Company Experience April 2012 - March 2013
Job Auto/Home/Business/Life Insurance
Industry Insurance
Experience
State Farm June 2015 - Present
AAA July 2013 - June 2015
New York Life Insurance Company April 2012 - March 2013
Skills
Llife Insurance, Retirement Planning, College Funding..., Asset Protection, Customer Service, Insurance, Term Life Insurance, Sales, Fixed Annuities, Universal Life, Life Insurance, Long Term Care Insurance, Whole Life
Education
Chabot College
State Farm June 2015 - Present
AAA July 2013 - June 2015
New York Life Insurance Company April 2012 - March 2013
Skills
Llife Insurance, Retirement Planning, College Funding..., Asset Protection, Customer Service, Insurance, Term Life Insurance, Sales, Fixed Annuities, Universal Life, Life Insurance, Long Term Care Insurance, Whole Life
Education
Chabot College
Jeffery Perry Jeffery Perry's New York Life Insurance Company Experience August 2012 - November 2014
Job Account Manager AT&T Uverse Northern California
Industry Broadcast Media
Experience
AT&T 2014 - Present
Comcast Cable 2015 - 2015
Comcast Cable 2015 - 2015
New York Life Insurance Company August 2012 - November 2014
Gap Inc. November 2008 - October 2012
Starbucks Coffee Company September 2010 - June 2012
Herbalife 2001 - 2012
Herbalife 1998 - 2012
Gap Inc./Banana Republic April 2010 - January 2011
Gap Inc./Banana Republic September 2009 - April 2010
Skills
Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., 401k Rollovers, Customer Satisfaction, Customer Service, Inventory Management, Management, Marketing, Microsoft Excel, Microsoft Word, Outlook, Payroll, Retail, Sales, Training
Education
Colorado State University 2009 — 2011
NA, Human Development and Family Studies, Premedical Concentration
San Jose State University 2007 — 2008
NA, Justice Studies - Forensic Science, Concentration in Biological Science
Chabot College 2006 — 2008
NA, Biological Science
Ohlone College 2006 — 2008
NA, Biological Science
Florida Metropolitan University 2004 — 2005
NA, International Business/Business Administration
Los Medanos College 1999 — 2002
NA, Computer Science
AT&T 2014 - Present
Comcast Cable 2015 - 2015
Comcast Cable 2015 - 2015
New York Life Insurance Company August 2012 - November 2014
Gap Inc. November 2008 - October 2012
Starbucks Coffee Company September 2010 - June 2012
Herbalife 2001 - 2012
Herbalife 1998 - 2012
Gap Inc./Banana Republic April 2010 - January 2011
Gap Inc./Banana Republic September 2009 - April 2010
Skills
Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., 401k Rollovers, Customer Satisfaction, Customer Service, Inventory Management, Management, Marketing, Microsoft Excel, Microsoft Word, Outlook, Payroll, Retail, Sales, Training
Education
Colorado State University 2009 — 2011
NA, Human Development and Family Studies, Premedical Concentration
San Jose State University 2007 — 2008
NA, Justice Studies - Forensic Science, Concentration in Biological Science
Chabot College 2006 — 2008
NA, Biological Science
Ohlone College 2006 — 2008
NA, Biological Science
Florida Metropolitan University 2004 — 2005
NA, International Business/Business Administration
Los Medanos College 1999 — 2002
NA, Computer Science
Patricia Patty Goble's New York Life Insurance Company Experience November 2014 - August 2015
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - August 2015
SunTrust October 2013 - August 2014
SunTrust June 2011 - October 2012
Regions Financial Corporation March 2011 - June 2012
Huntington National Bank May 1992 - January 2000
Skills
Management, Sales, Annuity Sales, Business Planning, Customer Relations, Licensed Life Insurance..., Business Networking, Life Insurance, Gifting Strategies, Retirement Planning
Education
Central Florida Institute
Medical
Lecanto High School
General Studies
New York Life Insurance Company November 2014 - August 2015
SunTrust October 2013 - August 2014
SunTrust June 2011 - October 2012
Regions Financial Corporation March 2011 - June 2012
Huntington National Bank May 1992 - January 2000
Skills
Management, Sales, Annuity Sales, Business Planning, Customer Relations, Licensed Life Insurance..., Business Networking, Life Insurance, Gifting Strategies, Retirement Planning
Education
Central Florida Institute
Medical
Lecanto High School
General Studies
Bob Lavoie Bob Lavoie's New York Life Insurance Company Experience October 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Edward Jones October 2013 - August 2014
Robert Lavoie October 2013 - August 2014
Edward Jones October 2013 - August 2014
Skills
Finance, Retirement Planning, Insurance, Series 7, Financial Services, Retirement, Equities, Customer Service
Education
Carson-Newman College 1996 — 1999
New York Life Insurance Company October 2014 - Present
Edward Jones October 2013 - August 2014
Robert Lavoie October 2013 - August 2014
Edward Jones October 2013 - August 2014
Skills
Finance, Retirement Planning, Insurance, Series 7, Financial Services, Retirement, Equities, Customer Service
Education
Carson-Newman College 1996 — 1999
Christina Ordonez Christina Ordonez's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Central Washington University January 2013 - June 2014
Johnny's Burger Stop June 2013 - September 2013
BCBGMAXAZRIAGROUP June 2011 - September 2011
Safeway June 2010 - August 2010
Safeway September 2007 - August 2009
Skills
Microsoft Excel, Microsoft Word, SPSS, Minitab, Mathematica, Cashiering, Sales, Cooking, Microsoft Office
Education
Central Washington University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Mathematics
Jamestown College 2009 — 2011
Pre-Engineering
Lakewood High School 2005 — 2009
High school diploma, General Studies
New York Life Insurance Company September 2014 - Present
Central Washington University January 2013 - June 2014
Johnny's Burger Stop June 2013 - September 2013
BCBGMAXAZRIAGROUP June 2011 - September 2011
Safeway June 2010 - August 2010
Safeway September 2007 - August 2009
Skills
Microsoft Excel, Microsoft Word, SPSS, Minitab, Mathematica, Cashiering, Sales, Cooking, Microsoft Office
Education
Central Washington University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Mathematics
Jamestown College 2009 — 2011
Pre-Engineering
Lakewood High School 2005 — 2009
High school diploma, General Studies
Douglas French Douglas French's New York Life Insurance Company Experience April 2012 - June 2013
Job DI/LTC Internal Wholesaler at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group January 2014 - December 2014
Southington Wine and Spirits August 2008 - December 2013
New York Life Insurance Company April 2012 - June 2013
Skills
Investments, Risk Management, Securities, Retirement Planning, Retirement, Wealth Management, Insurance, Disability Insurance, Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Long-term Care, Term Life Insurance, Long Term Care Insurance
Education
Central Connecticut State University 2006 — 2011
International Business Management
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group January 2014 - December 2014
Southington Wine and Spirits August 2008 - December 2013
New York Life Insurance Company April 2012 - June 2013
Skills
Investments, Risk Management, Securities, Retirement Planning, Retirement, Wealth Management, Insurance, Disability Insurance, Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Long-term Care, Term Life Insurance, Long Term Care Insurance
Education
Central Connecticut State University 2006 — 2011
International Business Management
Cynthia Ruffin's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Revolutionary Angel Productions Floor CaptainWolfgang Puck CateringMarch 2010 - August 2015
Environmental Charter Middle School April 2014 - July 2014
Bridge Program at Antioch University in Los Angeles June 2012 - September 2013
Skills
Theatre, Performing Arts, Stage, Entertainment, Improvisation, Art, Film, Acting, Arts Administration, Creative Writing, Event Planning, Musical Theatre, Nonprofits, Music, Drama, Festivals, Screenwriting, Multimedia, Social Media, Stage Management, Fundraising, Voice Acting, Film Production, Producing, Voice Over, Plays, Television, Choreography, Video, Video Production, Short Films, Comedy, Dance, Shakespeare, Commercials, Storytelling, Playwriting, Production Managment, Financial Services
Education
Central School of Speech and Drama, U. of London 2013 — 2015
Master's degree, Applied Theatre
Anticoh University Los Angeles 2010 — 2013
BA Liberal Arts, Social Justice and Theatre
American Conservatory Theater 1992 — 1994
Advanced Training Program - Certificate, Drama and Dramatics/Theatre Arts, General
CEGEP - Vanier College 1983 — 1986
Diplome D'Education Collegialle, Specialized Education
New York Life Insurance Company June 2015 - Present
Revolutionary Angel Productions Floor CaptainWolfgang Puck CateringMarch 2010 - August 2015
Environmental Charter Middle School April 2014 - July 2014
Bridge Program at Antioch University in Los Angeles June 2012 - September 2013
Skills
Theatre, Performing Arts, Stage, Entertainment, Improvisation, Art, Film, Acting, Arts Administration, Creative Writing, Event Planning, Musical Theatre, Nonprofits, Music, Drama, Festivals, Screenwriting, Multimedia, Social Media, Stage Management, Fundraising, Voice Acting, Film Production, Producing, Voice Over, Plays, Television, Choreography, Video, Video Production, Short Films, Comedy, Dance, Shakespeare, Commercials, Storytelling, Playwriting, Production Managment, Financial Services
Education
Central School of Speech and Drama, U. of London 2013 — 2015
Master's degree, Applied Theatre
Anticoh University Los Angeles 2010 — 2013
BA Liberal Arts, Social Justice and Theatre
American Conservatory Theater 1992 — 1994
Advanced Training Program - Certificate, Drama and Dramatics/Theatre Arts, General
CEGEP - Vanier College 1983 — 1986
Diplome D'Education Collegialle, Specialized Education
Bujar Tagani Bujar Tagani's New York Life Insurance Company Experience May 2012 - August 2012
Job Software Developer
Industry Information Technology and Services
Experience
Lawrence Livermore National Laboratory August 2015 - Present
JPL (NASA's Jet Propulsion Laboratory) June 2014 - August 2014
arvato systems October 2012 - August 2013
New York Life Insurance Company May 2012 - August 2012
Skills
Java, Software Development, E-commerce, C, Scrum, Web Applications, JavaScript, MySQL, Eclipse, Agile Project Management, C++, Linux, HTML
Education
Carnegie Mellon University 2013 — 2015
Master's Degree, Information Security
Wagner College 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Computer Science
Lawrence Livermore National Laboratory August 2015 - Present
JPL (NASA's Jet Propulsion Laboratory) June 2014 - August 2014
arvato systems October 2012 - August 2013
New York Life Insurance Company May 2012 - August 2012
Skills
Java, Software Development, E-commerce, C, Scrum, Web Applications, JavaScript, MySQL, Eclipse, Agile Project Management, C++, Linux, HTML
Education
Carnegie Mellon University 2013 — 2015
Master's Degree, Information Security
Wagner College 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Computer Science
Troy D. Fowler Sr. Troy D. Fowler Sr.'s New York Life Insurance Company Experience May 2010 - October 2010
Job Sales
Industry Marketing and Advertising
Experience
Ohio BWC January 2014 - Present
Sweet Addictions Bakery 2007 - Present
Independent Insurance Agent October 2010 - January 2014
Endign February 2013 - May 2013
Manta Media Inc. dba Manta December 2010 - August 2012
New York Life Insurance Company May 2010 - October 2010
AT&T August 2003 - September 2009
Chase Manhattan Corporation April 1999 - August 2003
Skills
Sales, Leadership, Insurance, Customer Service, Recruiting, Management, Marketing, Budgets
Education
Central State University 1993 — 1997
Business Management/ HospitalityManagement
Mifflin High School 1989 — 1993
College Prep
Ohio BWC January 2014 - Present
Sweet Addictions Bakery 2007 - Present
Independent Insurance Agent October 2010 - January 2014
Endign February 2013 - May 2013
Manta Media Inc. dba Manta December 2010 - August 2012
New York Life Insurance Company May 2010 - October 2010
AT&T August 2003 - September 2009
Chase Manhattan Corporation April 1999 - August 2003
Skills
Sales, Leadership, Insurance, Customer Service, Recruiting, Management, Marketing, Budgets
Education
Central State University 1993 — 1997
Business Management/ HospitalityManagement
Mifflin High School 1989 — 1993
College Prep
Ethan Meyers Ethan Meyers's New York Life Insurance Company Experience June 2009 - June 2010
Job Sr. Business Analyst at E. & J. Gallo Winery
Industry Logistics and Supply Chain
Experience
E. & J. Gallo Winery June 2015 - Present
The Tepper School of Business, Carnegie Mellon University August 2013 - Present
E. & J. Gallo Winery May 2014 - August 2014
Firth Rixson June 2010 - June 2013
Firth Rixson January 2011 - December 2011
Firth Rixson June 2010 - February 2011
New York Life Insurance Company June 2009 - June 2010
Claremont McKenna College September 2008 - May 2009
Enterprise Rent-A-Car June 2008 - August 2008
Los Angeles Clippers October 1999 - April 2006
Skills
Research, Purchasing, Spanish, Public Speaking, Statistics, Financial Analysis, Sales, Negotiation, Entrepreneurship, Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Operations Management and Entrepreneurship
Claremont McKenna College 2006 — 2010
Bachelor of Arts (B.A.), Economics/Accounting
Loyola High School 2002 — 2006
E. & J. Gallo Winery June 2015 - Present
The Tepper School of Business, Carnegie Mellon University August 2013 - Present
E. & J. Gallo Winery May 2014 - August 2014
Firth Rixson June 2010 - June 2013
Firth Rixson January 2011 - December 2011
Firth Rixson June 2010 - February 2011
New York Life Insurance Company June 2009 - June 2010
Claremont McKenna College September 2008 - May 2009
Enterprise Rent-A-Car June 2008 - August 2008
Los Angeles Clippers October 1999 - April 2006
Skills
Research, Purchasing, Spanish, Public Speaking, Statistics, Financial Analysis, Sales, Negotiation, Entrepreneurship, Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Operations Management and Entrepreneurship
Claremont McKenna College 2006 — 2010
Bachelor of Arts (B.A.), Economics/Accounting
Loyola High School 2002 — 2006
William H. H. Bennett William H. H. Bennett's New York Life Insurance Company Experience January 1988 - March 1989
Job Senior commercial/investment loan officer at Encore Mortgage,Inc.
Industry Insurance
Experience
Encore Mortgage,Inc. September 2001 - Present
FFS Insurance January 1991 - Present
MCI Corporation July 1989 - July 1991
New York Life Insurance Company January 1988 - March 1989
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Commercial Insurance, Fixed Annuities, Investments, Term Life Insurance, Strategic Financial..., General Insurance, Mortgage Lending, Retirement Planning, Long-term Care, Banking
Education
Central Michigan University 1995 — 1995
Masters in Administration, Business Administration and Management, General, 3.5
Embry Riddle Aeronautical University-Worldwide 1985 — 1991
mba candidate, Business with Aviation Concentration, 3.5
Loyola University Baltimore Maryland 1981 — 1984
BBA, Finance concentration, Finance, General, 3.5
University of Maryland School of Nursing 1979 — 1981
BS 3 yrs, Registered Nursing/Registered Nurse, 3.0
Encore Mortgage,Inc. September 2001 - Present
FFS Insurance January 1991 - Present
MCI Corporation July 1989 - July 1991
New York Life Insurance Company January 1988 - March 1989
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Commercial Insurance, Fixed Annuities, Investments, Term Life Insurance, Strategic Financial..., General Insurance, Mortgage Lending, Retirement Planning, Long-term Care, Banking
Education
Central Michigan University 1995 — 1995
Masters in Administration, Business Administration and Management, General, 3.5
Embry Riddle Aeronautical University-Worldwide 1985 — 1991
mba candidate, Business with Aviation Concentration, 3.5
Loyola University Baltimore Maryland 1981 — 1984
BBA, Finance concentration, Finance, General, 3.5
University of Maryland School of Nursing 1979 — 1981
BS 3 yrs, Registered Nursing/Registered Nurse, 3.0
Nikki Griffith Nikki Griffith's New York Life Insurance Company Experience January 2004 - January 2006
Job Esthetician at Bella sante
Industry Health, Wellness and Fitness
Experience
Bella sante 2011 - Present
Randstad April 2008 - 2011
Baystate Financial January 2006 - January 2008
New York Life Insurance Company January 2004 - January 2006
Skills
SPIN, Skin Care, Spa, Cosmetics, Makeup Artistry, Waxing, Aromatherapy, Sales, Chemical Peels, Marketing, Beauty Industry, Customer Service, Microsoft Office, Event Planning, Social Networking, Treatment
Education
Catherine Hinds Institute of Esthetics 2010 — 2011
Advanced 600 hours, Aesthetician/Esthetician and Skin Care Specialist
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (BS), Humanities/Humanistic Studies
Burlington high school 1996 — 2000
Bella sante 2011 - Present
Randstad April 2008 - 2011
Baystate Financial January 2006 - January 2008
New York Life Insurance Company January 2004 - January 2006
Skills
SPIN, Skin Care, Spa, Cosmetics, Makeup Artistry, Waxing, Aromatherapy, Sales, Chemical Peels, Marketing, Beauty Industry, Customer Service, Microsoft Office, Event Planning, Social Networking, Treatment
Education
Catherine Hinds Institute of Esthetics 2010 — 2011
Advanced 600 hours, Aesthetician/Esthetician and Skin Care Specialist
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (BS), Humanities/Humanistic Studies
Burlington high school 1996 — 2000
Mary Orthmann's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Central Washington University June 2012 - June 2014
Skills
Marketing, Market Research, Digital Marketing, Online Marketing, Marketing Communications, Marketing Strategy, Strategic Planning, Analytics, Public Speaking, Microsoft Excel, Microsoft Word, SPSS, PowerPoint, Insurance, Sales
Education
Central Washington University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
East Valley High School 2006 — 2010
New York Life Insurance Company October 2014 - Present
Central Washington University June 2012 - June 2014
Skills
Marketing, Market Research, Digital Marketing, Online Marketing, Marketing Communications, Marketing Strategy, Strategic Planning, Analytics, Public Speaking, Microsoft Excel, Microsoft Word, SPSS, PowerPoint, Insurance, Sales
Education
Central Washington University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
East Valley High School 2006 — 2010
Kevin Healy, FSA, MAAA Kevin Healy, FSA, MAAA's New York Life Insurance Company Experience September 2009 - Present
Job Corporate Vice President & Actuary at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2009 - Present
Phoenix Life Insurance Company (Phoenix Companies) November 2006 - May 2009
The Phoenix Companies (Phoenix Life Insurance Company) November 2006 - May 2009
John Hancock (Avon Long Term Care Leaders) June 2004 - November 2006
Travelers Insurance May 1989 - May 2004
Travelers Insurance 1989 - 2004
Skills
Life Insurance, Reinsurance, Long-term Care, Disability Insurance, Product Development, Risk Management, Long Term Care Insurance, Pricing, Term Life Insurance, Variable Life, Financial Modeling, Whole Life, Project Management, COLI, Management, Variable Universal Life, GMAB, Stochastic Modeling, Prophet, MoSes, Financial Analysis, VUL, Coaching, Hedging, Dividends, GGY Axis, APL, PTS, Life/LTC Combination..., Prophet Professional
Education
Central Connecticut State University 1988 — 1990
BA, Mathematics
University of Connecticut 1984 — 1987
Engineering
New York Life Insurance Company September 2009 - Present
Phoenix Life Insurance Company (Phoenix Companies) November 2006 - May 2009
The Phoenix Companies (Phoenix Life Insurance Company) November 2006 - May 2009
John Hancock (Avon Long Term Care Leaders) June 2004 - November 2006
Travelers Insurance May 1989 - May 2004
Travelers Insurance 1989 - 2004
Skills
Life Insurance, Reinsurance, Long-term Care, Disability Insurance, Product Development, Risk Management, Long Term Care Insurance, Pricing, Term Life Insurance, Variable Life, Financial Modeling, Whole Life, Project Management, COLI, Management, Variable Universal Life, GMAB, Stochastic Modeling, Prophet, MoSes, Financial Analysis, VUL, Coaching, Hedging, Dividends, GGY Axis, APL, PTS, Life/LTC Combination..., Prophet Professional
Education
Central Connecticut State University 1988 — 1990
BA, Mathematics
University of Connecticut 1984 — 1987
Engineering
Doug Soper's New York Life Insurance Company Experience 2013 - Present
Job Dedicated New York Life Agent helping to protect the things you love in Michigan and Ohio
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
JPI January 2008 - April 2013
Global Efficiencies January 2002 - January 2013
Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Finance, Sales, Whole Life, 401k
Education
Madonna University 1993 — 1995
General Sales, Merchandising and Related Marketing Operations
Central Michigan University 1991 — 1993
Industrial Engineering
New York Life Insurance Company 2013 - Present
JPI January 2008 - April 2013
Global Efficiencies January 2002 - January 2013
Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Finance, Sales, Whole Life, 401k
Education
Madonna University 1993 — 1995
General Sales, Merchandising and Related Marketing Operations
Central Michigan University 1991 — 1993
Industrial Engineering
Angie Starr's New York Life Insurance Company Experience May 2000 - Present
Job Senior IT Project Leader (Mgmt, App Dev & QA)
Industry Information Technology and Services
Experience
New York Life Insurance Company May 2000 - Present
Self-Employed Starrz 'N 'R Eyez July 2011 - December 2012
M&I Data Services August 1995 - May 2000
Total Systems Services June 1992 - August 1995
Skills
COBOL, IBM Assembler, PL/1, Custom Statement..., TSO, JCL, VSAM, CICS, IBM Mainframe, HPExstream, Mainframe, Fileaid, MVS, Production Support, BMC Remedy, FTP, Systems Analysis, Lotus Notes, Requirements Gathering, IBM Utilities, Visio, Release Management, ISPF, Data Conversion, Business Analysis, Disaster Recovery, Information Technology, Data Migration, Endeavor, z/OS, User Acceptance Testing, Crystal Reports, Integration, Business Requirements, Insurance, Project Management, Access, CSF, DB2, Software Documentation, Customer Service, Data Warehousing, Requirements Analysis, System Deployment, Vendor Management, IT Management, SharePoint, Solution Architecture, Software Project..., IT Strategy
Education
Columbus University, Georgia 1996 — 1997
Computer Science / IT
University of North Carolina at Charlotte 1990 — 1991
Business Administration
Catawba College 1988 — 1990
Business Administration
New York Life Insurance Company May 2000 - Present
Self-Employed Starrz 'N 'R Eyez July 2011 - December 2012
M&I Data Services August 1995 - May 2000
Total Systems Services June 1992 - August 1995
Skills
COBOL, IBM Assembler, PL/1, Custom Statement..., TSO, JCL, VSAM, CICS, IBM Mainframe, HPExstream, Mainframe, Fileaid, MVS, Production Support, BMC Remedy, FTP, Systems Analysis, Lotus Notes, Requirements Gathering, IBM Utilities, Visio, Release Management, ISPF, Data Conversion, Business Analysis, Disaster Recovery, Information Technology, Data Migration, Endeavor, z/OS, User Acceptance Testing, Crystal Reports, Integration, Business Requirements, Insurance, Project Management, Access, CSF, DB2, Software Documentation, Customer Service, Data Warehousing, Requirements Analysis, System Deployment, Vendor Management, IT Management, SharePoint, Solution Architecture, Software Project..., IT Strategy
Education
Columbus University, Georgia 1996 — 1997
Computer Science / IT
University of North Carolina at Charlotte 1990 — 1991
Business Administration
Catawba College 1988 — 1990
Business Administration
Diane Sieb Diane Sieb's New York Life Insurance Company Experience 2002 - 2006
Job Executive Account Manager at Allstate Insurance Company
Industry Insurance
Experience
Allstate Insurance Company November 2014 - Present
State Farm Insurance , Sharon Godfrey Agency October 2013 - November 2014
CUNA Mutual Group May 2006 - November 2012
New York Life Insurance Company 2002 - 2006
Skills
Life Insurance, Retail Banking, Long Term Care Insurance, Direct Sales, Account Management, Product Marketing, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Banking, Mortgage Lending, Financial Services, Fixed Annuities, Health Insurance, Retirement, Whole Life, Estate Planning, Employee Benefits
Education
Central Michigan University
Bachelor of Science, Psychology, Business, Accounting
Allstate Insurance Company November 2014 - Present
State Farm Insurance , Sharon Godfrey Agency October 2013 - November 2014
CUNA Mutual Group May 2006 - November 2012
New York Life Insurance Company 2002 - 2006
Skills
Life Insurance, Retail Banking, Long Term Care Insurance, Direct Sales, Account Management, Product Marketing, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Banking, Mortgage Lending, Financial Services, Fixed Annuities, Health Insurance, Retirement, Whole Life, Estate Planning, Employee Benefits
Education
Central Michigan University
Bachelor of Science, Psychology, Business, Accounting
Michael Mitchell Michael Mitchell's New York Life Insurance Company Experience April 1989 - September 1989
Job Formerly Vice President, Chief Engineer at The Madison Square Garden Company
Industry Broadcast Media
Experience
The Madison Square Garden Company December 2005 - Present
CBS Network October 1989 - December 2005
New York Life Insurance Company April 1989 - September 1989
Armed Forces Radio and Television Service August 1984 - June 1988
Armed Forces Radio and Television Service February 1979 - July 1984
Skills
Broadcast Television, Digital Video, Engineering, Sound, Video, Streaming Media, Video Production, Strategic Partnerships, HD Video, IPTV, Digital Media, VOD, Conceptual Design, Post Production, New Technology..., Project Management, Transmission and..., Contract Negotiation, UPS Systems, Contract Management, HVAC, Non-linear Editing, Live Broadcast, Automation, Master Control, Satellite Systems, Fiber Optics, Engineering Management, Systems Engineering, Troubleshooting, Debugging, Technical Support, Technical Leadership, Strategic Planning, Capital Budgeting, Department Budgeting, Operations Management, Maintenance Management, Plant Maintenance, Broadcast Design, Network Design
Education
Central Texas College
Communication Electronic Technology
Community College of the Air Force
Advanced Broadcast Television Systems Maintenance
University of Dayton
Communication and Media Studies
The Madison Square Garden Company December 2005 - Present
CBS Network October 1989 - December 2005
New York Life Insurance Company April 1989 - September 1989
Armed Forces Radio and Television Service August 1984 - June 1988
Armed Forces Radio and Television Service February 1979 - July 1984
Skills
Broadcast Television, Digital Video, Engineering, Sound, Video, Streaming Media, Video Production, Strategic Partnerships, HD Video, IPTV, Digital Media, VOD, Conceptual Design, Post Production, New Technology..., Project Management, Transmission and..., Contract Negotiation, UPS Systems, Contract Management, HVAC, Non-linear Editing, Live Broadcast, Automation, Master Control, Satellite Systems, Fiber Optics, Engineering Management, Systems Engineering, Troubleshooting, Debugging, Technical Support, Technical Leadership, Strategic Planning, Capital Budgeting, Department Budgeting, Operations Management, Maintenance Management, Plant Maintenance, Broadcast Design, Network Design
Education
Central Texas College
Communication Electronic Technology
Community College of the Air Force
Advanced Broadcast Television Systems Maintenance
University of Dayton
Communication and Media Studies
Laura Clay Laura Clay's New York Life Insurance Company Experience June 2014 - Present
Job Licensed Agent with New York Life. Dedicated to protecting families and ensuring peace of mind.
Industry Hospitality
Experience
New York Life Insurance Company June 2014 - Present
Apiary Catering August 2007 - Present
Carilion Clinic April 2013 - November 2013
Wasena City Tap Room August 2012 - July 2013
Marksbury Farm Market March 2012 - August 2012
Danville Community Arts Center May 2011 - July 2012
Marksbury Farm Market January 2012 - April 2012
Twisted Sifter Cake Shoppe February 2010 - July 2010
Skills
Painting, Acrylic Painting, Recipes, Oil Painting, French, Public Speaking, Event Management, Charcoal Drawings, Hot Glass Sculpting, Baking, Fondant Sculpture, Administrative..., Catering, Event Planning, Wedding Planning, Database Administration, Customer Support, Medical Assisting, Telemetry, Direct Patient Care
Education
Centre College 2009 — 2012
Bachelor of the Arts, Studio Art, French
New York Life Insurance Company June 2014 - Present
Apiary Catering August 2007 - Present
Carilion Clinic April 2013 - November 2013
Wasena City Tap Room August 2012 - July 2013
Marksbury Farm Market March 2012 - August 2012
Danville Community Arts Center May 2011 - July 2012
Marksbury Farm Market January 2012 - April 2012
Twisted Sifter Cake Shoppe February 2010 - July 2010
Skills
Painting, Acrylic Painting, Recipes, Oil Painting, French, Public Speaking, Event Management, Charcoal Drawings, Hot Glass Sculpting, Baking, Fondant Sculpture, Administrative..., Catering, Event Planning, Wedding Planning, Database Administration, Customer Support, Medical Assisting, Telemetry, Direct Patient Care
Education
Centre College 2009 — 2012
Bachelor of the Arts, Studio Art, French
Matt Craine Matt Craine's New York Life Insurance Company Experience May 2014 - August 2014
Job Law Student at University of Virginia School of Law
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP May 2015 - July 2015
New York Life Insurance Company May 2014 - August 2014
Craine, Thompson & Jones January 2013 - July 2013
chainbooks™ May 2011 - August 2011
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Forecasting, GAAP, Government Auditing, Tax, Tax Research
Education
University of Virginia School of Law 2013 — 2016
Juris Doctor, Law
Carson-Newman College 2009 — 2012
Bachelor of Science, Accounting & Finance
Simpson Thacher & Bartlett LLP May 2015 - July 2015
New York Life Insurance Company May 2014 - August 2014
Craine, Thompson & Jones January 2013 - July 2013
chainbooks™ May 2011 - August 2011
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Forecasting, GAAP, Government Auditing, Tax, Tax Research
Education
University of Virginia School of Law 2013 — 2016
Juris Doctor, Law
Carson-Newman College 2009 — 2012
Bachelor of Science, Accounting & Finance
Jeff Malarik Jeff Malarik's New York Life Insurance Company Experience March 2010 - April 2014
Job Vice President, Sales & Marketing at Selas Heat Technology
Industry Mining & Metals
Experience
Selas Heat Technology February 2015 - Present
Tusk Financial Solutions, LLC April 2014 - Present
New York Life Insurance Company March 2010 - April 2014
Atlas Copco August 2005 - December 2009
JD Malarik Co, Inc DBA Production Technologies January 2004 - August 2005
The Stanley Works August 2001 - January 2004
Bendix Commercial Vehicle Systems LLC January 1998 - August 2001
Bendix Commercial Vehicle Systems LLC May 1996 - January 1998
Bendix Commercial Vehicle Systems LLC May 1995 - May 1996
Eaton Corporation January 1993 - May 1995
Skills
Forecasting, Pricing, Sales, Sales Management, Team Building, Account Management, New Business Development, Negotiation, Budgets, Marketing, Strategic Planning, Customer Service, Business Planning, Market Planning, Project Management, Marketing Strategy, Management, Product Development, Leadership, Team Leadership
Education
Cleveland State University 1987 — 1991
MBA, Marketing
Case Western Reserve University 1981 — 1986
BS, Mechanical Engineering
Eastlake North High School 1978 — 1981
Selas Heat Technology February 2015 - Present
Tusk Financial Solutions, LLC April 2014 - Present
New York Life Insurance Company March 2010 - April 2014
Atlas Copco August 2005 - December 2009
JD Malarik Co, Inc DBA Production Technologies January 2004 - August 2005
The Stanley Works August 2001 - January 2004
Bendix Commercial Vehicle Systems LLC January 1998 - August 2001
Bendix Commercial Vehicle Systems LLC May 1996 - January 1998
Bendix Commercial Vehicle Systems LLC May 1995 - May 1996
Eaton Corporation January 1993 - May 1995
Skills
Forecasting, Pricing, Sales, Sales Management, Team Building, Account Management, New Business Development, Negotiation, Budgets, Marketing, Strategic Planning, Customer Service, Business Planning, Market Planning, Project Management, Marketing Strategy, Management, Product Development, Leadership, Team Leadership
Education
Cleveland State University 1987 — 1991
MBA, Marketing
Case Western Reserve University 1981 — 1986
BS, Mechanical Engineering
Eastlake North High School 1978 — 1981
Christian Dietz Christian Dietz's New York Life Insurance Company Experience April 2013 - March 2014
Job Account Manager at Anixter
Industry Financial Services
Experience
Anixter June 2014 - Present
New York Life Insurance Company April 2013 - March 2014
Central Connecticut State University 2009 - 2014
Skills
Customer Service, IP Cameras, Retirement Planning, Physical Security, Long-term Care, Insurance, Microsoft Word, Small Business, Employee Benefits, Estate Planning, Sales Process, Security, Access Control
Education
Central Connecticut State University 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Anixter June 2014 - Present
New York Life Insurance Company April 2013 - March 2014
Central Connecticut State University 2009 - 2014
Skills
Customer Service, IP Cameras, Retirement Planning, Physical Security, Long-term Care, Insurance, Microsoft Word, Small Business, Employee Benefits, Estate Planning, Sales Process, Security, Access Control
Education
Central Connecticut State University 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Edward Rogers Edward Rogers's New York Life Insurance Company Experience November 2010 - May 2013
Job Business Banking Specialist
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
New York Life Insurance Company November 2010 - May 2013
JP Morgan Chase April 2009 - November 2010
JPMorgan Chase January 2005 - April 2009
American Express Financial Advisors February 2003 - January 2005
Skills
Financial Planning, Investments, Retirement, Commercial Banking, Finance, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Series 63, Fixed Annuities, Coaching, Sales, Disability Insurance, Retail Banking, Life Insurance, Insurance Brokerage, Personal Financial..., Series 65, Property & Casualty..., Health Insurance, Group Insurance, Long Term Care Insurance, Variable Annuities, Fixed Income, College Education..., Sales Management, Strategic Thinking, Voiceovers, Professional Audio, Sound Reinforcement, Sound Editing, Sound Mixing, Product Launch, Publishing, Website Development, Social Media
Education
Carnegie Mellon University 1974 — 1978
Bachelor of Fine Arts (B.F.A.), Drama and Dramatics/Theatre Arts, General
WESTBURY HIGH SCHOOL 1970 — 1974
ACADEMIC, MATHEMATICS, SCIENCE
Wells Fargo May 2013 - Present
New York Life Insurance Company November 2010 - May 2013
JP Morgan Chase April 2009 - November 2010
JPMorgan Chase January 2005 - April 2009
American Express Financial Advisors February 2003 - January 2005
Skills
Financial Planning, Investments, Retirement, Commercial Banking, Finance, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Series 63, Fixed Annuities, Coaching, Sales, Disability Insurance, Retail Banking, Life Insurance, Insurance Brokerage, Personal Financial..., Series 65, Property & Casualty..., Health Insurance, Group Insurance, Long Term Care Insurance, Variable Annuities, Fixed Income, College Education..., Sales Management, Strategic Thinking, Voiceovers, Professional Audio, Sound Reinforcement, Sound Editing, Sound Mixing, Product Launch, Publishing, Website Development, Social Media
Education
Carnegie Mellon University 1974 — 1978
Bachelor of Fine Arts (B.F.A.), Drama and Dramatics/Theatre Arts, General
WESTBURY HIGH SCHOOL 1970 — 1974
ACADEMIC, MATHEMATICS, SCIENCE
Brett M. Gallagher, CLF®, CLTC Brett M. Gallagher, CLF®, CLTC's New York Life Insurance Company Experience January 2007 - May 2011
Job Financial Services Representative/Princor Regiestered Representative/Financial Advisor
Industry Financial Services
Experience
USAF RETIRED May 1992 - December 2014
Principal Financial Group June 2011 - June 2014
New York Life Insurance Company January 2007 - May 2011
Skills
401k, 403 b, SEP IRA, Simple IRA, Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Series 6, Series 7, Series 63, Series 65, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The American College 2012 — 2013
CLF® (Chartered Leadership Fellow)
Central Michigan University 1993 — 1996
MSA, Human Resource Management
United States Air Force Academy 1988 — 1992
USAF RETIRED May 1992 - December 2014
Principal Financial Group June 2011 - June 2014
New York Life Insurance Company January 2007 - May 2011
Skills
401k, 403 b, SEP IRA, Simple IRA, Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Series 6, Series 7, Series 63, Series 65, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The American College 2012 — 2013
CLF® (Chartered Leadership Fellow)
Central Michigan University 1993 — 1996
MSA, Human Resource Management
United States Air Force Academy 1988 — 1992
Stephen Bakke, CLU, ChFC, CLF's New York Life Insurance Company Experience February 2013 - Present
Job Managing Partner Retired at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2013 - Present
New York Life Insurance Company May 1974 - January 2013
Skills
Sales Management, Personnel Recruiting, Insurance Marketing, Estate Planning, Financial Advisory, Investments, Financial Planning, Retirement Planning, Fixed Annuities, Strategic Financial..., Marketing, Personnel Selection, IRAs, Long-term Care, Life Insurance, Long Term Care Insurance, Insurance, Disability Insurance, Term Life Insurance, 401k Rollovers, Buy-sell Agreements, Health Insurance, Leadership, Series 6, Whole Life, Series 63, Series 7, Financial Planners, Roth IRA, Mutual Funds, 401k, Universal Life, Underwriting, Wealth Accumulation, Variable Annuities, College Savings Plans, Financial Services, Personal Finance, Critical Illness, Pensions, Series 65
Education
Central Washington University 1971 — 1973
BA, Socialogy and Psychology
Skagit Valley Community College 1969 — 1970
American College, AA Liberal Arts
New York Life Insurance Company February 2013 - Present
New York Life Insurance Company May 1974 - January 2013
Skills
Sales Management, Personnel Recruiting, Insurance Marketing, Estate Planning, Financial Advisory, Investments, Financial Planning, Retirement Planning, Fixed Annuities, Strategic Financial..., Marketing, Personnel Selection, IRAs, Long-term Care, Life Insurance, Long Term Care Insurance, Insurance, Disability Insurance, Term Life Insurance, 401k Rollovers, Buy-sell Agreements, Health Insurance, Leadership, Series 6, Whole Life, Series 63, Series 7, Financial Planners, Roth IRA, Mutual Funds, 401k, Universal Life, Underwriting, Wealth Accumulation, Variable Annuities, College Savings Plans, Financial Services, Personal Finance, Critical Illness, Pensions, Series 65
Education
Central Washington University 1971 — 1973
BA, Socialogy and Psychology
Skagit Valley Community College 1969 — 1970
American College, AA Liberal Arts
Jon M. Stamberger Jon M. Stamberger's New York Life Insurance Company Experience January 2003 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2006 - Present
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company January 2003 - Present
Skills
Investments, Retirement Planning, Insurance, Life Insurance, 401(k) Rollovers, Retirement Income..., Annuity Sales, Wealth Preservation..., Estate Planning, Key Person Protection, Licensed in Long-Term..., Licensed Life Insurance...
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
MBA, Marketing
Case Western Reserve University 1985 — 1990
BS, Management Science
Eagle Strategies, LLC September 2006 - Present
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company January 2003 - Present
Skills
Investments, Retirement Planning, Insurance, Life Insurance, 401(k) Rollovers, Retirement Income..., Annuity Sales, Wealth Preservation..., Estate Planning, Key Person Protection, Licensed in Long-Term..., Licensed Life Insurance...
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
MBA, Marketing
Case Western Reserve University 1985 — 1990
BS, Management Science
Matthew Leon's New York Life Insurance Company Experience July 2009 - February 2012
Job Military Science Instructor, Georgetown University
Industry Military
Experience
US Army January 2015 - Present
US Army February 2014 - January 2015
US Army February 2013 - January 2014
US Army September 2012 - January 2013
TerraConcepts, LLC March 2012 - August 2012
Ventana Medical Systems February 2012 - March 2012
New York Life Insurance Company July 2009 - February 2012
United States Army July 2011 - January 2012
US Army January 2011 - July 2011
United States Army Reserve September 2009 - January 2011
Skills
Program Management, Business Case, Public Speaking, Leadership, Security Clearance, Military, DoD, Army, Government, Policy, Management, Project Planning, Weapons, Analysis, Special Operations, Team Building, Recruiting, Command, Afghanistan, Training, Military Operations, Organizational..., Security, Human Resources, Proposal Writing, Combat, Operational Planning, Intelligence, National Security, Project Management, Defense, Military Training, Tactics, Leadership Development, Military Experience
Education
Troy University
Bachelor of Science (B.S.), Political Science, minor Business Administration
Central Texas College
Applied Sciences, Sales Management
United States Army John F. Kennedy Special Warfare Center and School
Civil Affairs Generalist Senior Leaders Course
United States Army Sergeants Major Academy
Battle Staff Non-Commissioned Officer Course
United States Army Warrior Training Center
Air Assault Operations Course
Defense Acquisition University
Contracting Officer Representative (COR) Course
United States Army John F. Kennedy Special Warfare Center and School
Civil Affairs Course
United States Army Recruit and Retention School
Station Commander Course
United States Army Non-Commissioned Officers Academy
Advance Leaders Course
United States Army Recruit and Retention School
Recuiter Course
US Army January 2015 - Present
US Army February 2014 - January 2015
US Army February 2013 - January 2014
US Army September 2012 - January 2013
TerraConcepts, LLC March 2012 - August 2012
Ventana Medical Systems February 2012 - March 2012
New York Life Insurance Company July 2009 - February 2012
United States Army July 2011 - January 2012
US Army January 2011 - July 2011
United States Army Reserve September 2009 - January 2011
Skills
Program Management, Business Case, Public Speaking, Leadership, Security Clearance, Military, DoD, Army, Government, Policy, Management, Project Planning, Weapons, Analysis, Special Operations, Team Building, Recruiting, Command, Afghanistan, Training, Military Operations, Organizational..., Security, Human Resources, Proposal Writing, Combat, Operational Planning, Intelligence, National Security, Project Management, Defense, Military Training, Tactics, Leadership Development, Military Experience
Education
Troy University
Bachelor of Science (B.S.), Political Science, minor Business Administration
Central Texas College
Applied Sciences, Sales Management
United States Army John F. Kennedy Special Warfare Center and School
Civil Affairs Generalist Senior Leaders Course
United States Army Sergeants Major Academy
Battle Staff Non-Commissioned Officer Course
United States Army Warrior Training Center
Air Assault Operations Course
Defense Acquisition University
Contracting Officer Representative (COR) Course
United States Army John F. Kennedy Special Warfare Center and School
Civil Affairs Course
United States Army Recruit and Retention School
Station Commander Course
United States Army Non-Commissioned Officers Academy
Advance Leaders Course
United States Army Recruit and Retention School
Recuiter Course
Tamika Laldee Tamika Laldee's New York Life Insurance Company Experience January 2001 - January 2003
Job Attorney at NASA Glenn Research Center
Industry Legal Services
Experience
NASA Glenn Research Center October 2014 - Present
Cuyahoga County Court of Common Pleas 2012 - October 2014
Nee Law Firm 2011 - 2012
Janik LLP 2011 - 2011
McDonald Hopkins LLC 2009 - 2010
McDonald Hopkins 2007 - 2008
Shearman & Sterling 2006 - 2006
New York Life Insurance Company January 2001 - January 2003
Skills
Courts, Litigation, Mediation, Civil Litigation, Criminal Law, Legal Research, Legal Writing, Employment Law, Corporate Law, Torts, Legal Assistance, Bankruptcy, Legal Issues, Jury Trials, Federal Government..., Commercial Contracts
Education
Case Western Reserve University School of Law 2006 — 2009
J.D., Law
Syracuse University 2002 — 2006
Bachelor of Science, May 2006 (Marketing Management and Finance)
Syracuse University London
NASA Glenn Research Center October 2014 - Present
Cuyahoga County Court of Common Pleas 2012 - October 2014
Nee Law Firm 2011 - 2012
Janik LLP 2011 - 2011
McDonald Hopkins LLC 2009 - 2010
McDonald Hopkins 2007 - 2008
Shearman & Sterling 2006 - 2006
New York Life Insurance Company January 2001 - January 2003
Skills
Courts, Litigation, Mediation, Civil Litigation, Criminal Law, Legal Research, Legal Writing, Employment Law, Corporate Law, Torts, Legal Assistance, Bankruptcy, Legal Issues, Jury Trials, Federal Government..., Commercial Contracts
Education
Case Western Reserve University School of Law 2006 — 2009
J.D., Law
Syracuse University 2002 — 2006
Bachelor of Science, May 2006 (Marketing Management and Finance)
Syracuse University London
Cary Rowell's New York Life Insurance Company Experience February 2002 - Present
Job Candidate at Horry County Council District 6
Industry Financial Services
Experience
SCORE 2009 - Present
Health Enrollment Services November 2014 - Present
NAIFA (National Association of Insurance and Financial Advisors) Coastal SC Chapter January 2004 - Present
Rowell Insurance and Benefits Company, LLC February 2002 - Present
New York Life Insurance Company February 2002 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency February 2002 - Present
CCU Planned Giving Advisory Council 2012 - Present
Myrtle Beach Sunrise Rotary 2009 - Present
Myrtle Beach Area Chamber of Commerce 2008 - Present
Conway Chamber of Commerce 2011 - Present
Skills
Insurance analysis, investment analysis, retirement income..., Investments, Retirement Planning, Long Term Care, Estate Planning, Annuities, Securities, Analysis, Small Business, Public Speaking, Retirement, Employee Benefits, Business Planning, Strategic Planning, Coaching, Disability Insurance, Health Insurance, Term Life Insurance, Asset Management, New Business Development, Financial Analysis, Non-profits, Insurance, Fixed Annuities, Asset Managment, Long-term Care, Management, Life Insurance, Nonprofits, Financial Services, Long Term Care Insurance, Finance, Leadership, Strategy, IRAs, Financial Planners, Wealth Accumulation, Strategic Financial..., 401k Rollovers, Training, Financial Advisory, 401k, Wealth, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Investment Strategies
Education
The American College 2004 — 2005
LUTCF, Life Underwriting Training Council Fellow
Winthrop University 2001 — 2002
MBA, Business Administration
Carson-Newman College 1976 — 1978
BA, Religion
North Greenville University 1974 — 1976
AA, Religion
SCORE 2009 - Present
Health Enrollment Services November 2014 - Present
NAIFA (National Association of Insurance and Financial Advisors) Coastal SC Chapter January 2004 - Present
Rowell Insurance and Benefits Company, LLC February 2002 - Present
New York Life Insurance Company February 2002 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency February 2002 - Present
CCU Planned Giving Advisory Council 2012 - Present
Myrtle Beach Sunrise Rotary 2009 - Present
Myrtle Beach Area Chamber of Commerce 2008 - Present
Conway Chamber of Commerce 2011 - Present
Skills
Insurance analysis, investment analysis, retirement income..., Investments, Retirement Planning, Long Term Care, Estate Planning, Annuities, Securities, Analysis, Small Business, Public Speaking, Retirement, Employee Benefits, Business Planning, Strategic Planning, Coaching, Disability Insurance, Health Insurance, Term Life Insurance, Asset Management, New Business Development, Financial Analysis, Non-profits, Insurance, Fixed Annuities, Asset Managment, Long-term Care, Management, Life Insurance, Nonprofits, Financial Services, Long Term Care Insurance, Finance, Leadership, Strategy, IRAs, Financial Planners, Wealth Accumulation, Strategic Financial..., 401k Rollovers, Training, Financial Advisory, 401k, Wealth, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Investment Strategies
Education
The American College 2004 — 2005
LUTCF, Life Underwriting Training Council Fellow
Winthrop University 2001 — 2002
MBA, Business Administration
Carson-Newman College 1976 — 1978
BA, Religion
North Greenville University 1974 — 1976
AA, Religion
Andrew Hixson, MPA Andrew Hixson, MPA's New York Life Insurance Company Experience January 2002 - December 2003
Job AVP/ Relationship Manager
Industry Banking
Experience
Gwinnett Village Community Improvement District March 2015 - Present
Union Bank 2007 - Present
City of Norcross January 2009 - Present
RBC 2006 - 2007
SunTrust Bank December 2003 - December 2006
New York Life Insurance Company January 2002 - December 2003
Skills
Banking, Commercial Lending, Customer Service, Investments, Loans, Credit Analysis, Commercial Banking, Leadership, Community Development, Relationship Management, Policy, Policy Writing, Credit, Consumer Lending, Finance, Management, Sales, Financial Services
Education
Central Michigan University 2012 — 2014
Master's of Public Administration, Public Administration
University of West Georgia 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Leadership Gwinnett
Gwinnett Village Community Improvement District March 2015 - Present
Union Bank 2007 - Present
City of Norcross January 2009 - Present
RBC 2006 - 2007
SunTrust Bank December 2003 - December 2006
New York Life Insurance Company January 2002 - December 2003
Skills
Banking, Commercial Lending, Customer Service, Investments, Loans, Credit Analysis, Commercial Banking, Leadership, Community Development, Relationship Management, Policy, Policy Writing, Credit, Consumer Lending, Finance, Management, Sales, Financial Services
Education
Central Michigan University 2012 — 2014
Master's of Public Administration, Public Administration
University of West Georgia 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Leadership Gwinnett
Scott Dunning Scott Dunning's New York Life Insurance Company Experience September 1998 - November 2002
Job Insurance Agent and Financial Professional at State Farm Agent
Industry Insurance
Experience
State Farm Agent November 2002 - Present
New York Life Insurance Company September 1998 - November 2002
Skills
Insurance, Life Insurance, Disability Insurance, Risk Management, Term Life Insurance, Financial Risk, Property & Casualty..., Health Insurance, Universal Life, Fixed Annuities, Finance, Retirement Planning, Mutual Funds, Financial Services, Long-term Care, Retirement, Casualty, Homeowners, IRAs, Commercial Insurance, Permanent Life Insurance, Series 6, Roth IRA, Retirement Income...
Education
Central Michigan University 1988 — 1993
Business Administration, Finance
State Farm Agent November 2002 - Present
New York Life Insurance Company September 1998 - November 2002
Skills
Insurance, Life Insurance, Disability Insurance, Risk Management, Term Life Insurance, Financial Risk, Property & Casualty..., Health Insurance, Universal Life, Fixed Annuities, Finance, Retirement Planning, Mutual Funds, Financial Services, Long-term Care, Retirement, Casualty, Homeowners, IRAs, Commercial Insurance, Permanent Life Insurance, Series 6, Roth IRA, Retirement Income...
Education
Central Michigan University 1988 — 1993
Business Administration, Finance
Jodi Strelow Jodi Strelow's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Atlas Insurance Consultants August 2012 - December 2012
Capital Marketing Solutions Inc January 2012 - August 2012
Racine County January 2001 - November 2011
Racine County District Attorney January 1997 - January 2001
Skills
Insurance, Retirement Planning, Retirement, Estate Planning, Financial Planners, 401k, Health Insurance, Strategic Financial..., Mutual Funds, Financial Advisory, Loans, Securities, Wealth, Pensions, Wealth Management, 401 K Rollovers
Education
Ottawa University 2005 — 2007
MBA, Businesss
Ottawa University 2003 — 2005
Business Administration, Longterm Healthcare Administration
Carthage College 1997 — 2000
Criminal Justice and Sociology
BHS
New York Life Insurance Company December 2013 - Present
Atlas Insurance Consultants August 2012 - December 2012
Capital Marketing Solutions Inc January 2012 - August 2012
Racine County January 2001 - November 2011
Racine County District Attorney January 1997 - January 2001
Skills
Insurance, Retirement Planning, Retirement, Estate Planning, Financial Planners, 401k, Health Insurance, Strategic Financial..., Mutual Funds, Financial Advisory, Loans, Securities, Wealth, Pensions, Wealth Management, 401 K Rollovers
Education
Ottawa University 2005 — 2007
MBA, Businesss
Ottawa University 2003 — 2005
Business Administration, Longterm Healthcare Administration
Carthage College 1997 — 2000
Criminal Justice and Sociology
BHS
Michelle Spann-Nieves Michelle Spann-Nieves's New York Life Insurance Company Experience February 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2013 - Present
Project Renewal 2007 - 2012
Lillian Vernon June 1988 - July 2002
Skills
Licensed Life Insurance..., Retirement Planning, Small Business, Fixed Annuities, Insurance, Retirement
Education
Cazenovia College
Associate of Arts and Sciences (AAS), Fashion Merchandising
State University of New York Empire State College
New York Life Insurance Company February 2013 - Present
Project Renewal 2007 - 2012
Lillian Vernon June 1988 - July 2002
Skills
Licensed Life Insurance..., Retirement Planning, Small Business, Fixed Annuities, Insurance, Retirement
Education
Cazenovia College
Associate of Arts and Sciences (AAS), Fashion Merchandising
State University of New York Empire State College
Robert Worley Robert Worley's New York Life Insurance Company Experience April 2012 - January 2013
Job CEO at R & G Worley, LLC
Industry Facilities Services
Experience
R & G Worley, LLC October 2013 - Present
FedEx Freight January 2013 - October 2013
New York Life Insurance Company April 2012 - January 2013
United States Postal Service October 2005 - May 2012
Skills
Life Insurance, Program Management, Sales, Training, Financial Analysis, Succession Planning, Insurance, Employee Benefits, Health Insurance, Call Centers, Strategic Financial..., Process Improvement, Risk Management, Team Building, Workers Compensation, Inventory Management, Series 63, General Insurance, Fixed Annuities, Coaching, Securities, Disability Insurance, Legal Liability, Financial Planners, Commercial Insurance, Claim, Mutual Funds, Operational Planning, Long-term Care, Financial Risk, Relationship Management, Medicare, Benefits Administration, Retirement, 401k, Retirement Planning, Term Life Insurance, Property & Casualty..., Series 6, Financial Services, Customer Retention, Conflict Resolution, Analysis, Operations Management, Customer Satisfaction, Leadership, Employee Relations, Employee Training, Public Speaking, Customer Service
Education
University of Phoenix 2009 — 2011
Bachelors, Business Management
Central Texas College 1999 — 2001
Restaurant and Culinary Management
R & G Worley, LLC October 2013 - Present
FedEx Freight January 2013 - October 2013
New York Life Insurance Company April 2012 - January 2013
United States Postal Service October 2005 - May 2012
Skills
Life Insurance, Program Management, Sales, Training, Financial Analysis, Succession Planning, Insurance, Employee Benefits, Health Insurance, Call Centers, Strategic Financial..., Process Improvement, Risk Management, Team Building, Workers Compensation, Inventory Management, Series 63, General Insurance, Fixed Annuities, Coaching, Securities, Disability Insurance, Legal Liability, Financial Planners, Commercial Insurance, Claim, Mutual Funds, Operational Planning, Long-term Care, Financial Risk, Relationship Management, Medicare, Benefits Administration, Retirement, 401k, Retirement Planning, Term Life Insurance, Property & Casualty..., Series 6, Financial Services, Customer Retention, Conflict Resolution, Analysis, Operations Management, Customer Satisfaction, Leadership, Employee Relations, Employee Training, Public Speaking, Customer Service
Education
University of Phoenix 2009 — 2011
Bachelors, Business Management
Central Texas College 1999 — 2001
Restaurant and Culinary Management
John Powers's New York Life Insurance Company Experience April 2011 - April 2012
Job Business Development Manager at iMatch
Industry Staffing and Recruiting
Experience
iMatch April 2012 - Present
Issaquah Select Basketball 2012 - January 2014
New York Life Insurance Company April 2011 - April 2012
Deckers Outdoor Corporation 2009 - 2010
Skills
Recruiting, Business Development, Cold Calling, Account Management, Sales, Applicant Tracking..., Talent Acquisition, Marketing, Customer Service, Sourcing, New Business Development, Technical Recruiting, Direct Sales, Salesforce.com, Management, Social Media, Project Management, Talent Management, CRM, Social Networking, Time Management, Event Planning, Coaching, Leadership
Education
Central Washington University 2006 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications
Issaquah High School 2002 — 2006
iMatch April 2012 - Present
Issaquah Select Basketball 2012 - January 2014
New York Life Insurance Company April 2011 - April 2012
Deckers Outdoor Corporation 2009 - 2010
Skills
Recruiting, Business Development, Cold Calling, Account Management, Sales, Applicant Tracking..., Talent Acquisition, Marketing, Customer Service, Sourcing, New Business Development, Technical Recruiting, Direct Sales, Salesforce.com, Management, Social Media, Project Management, Talent Management, CRM, Social Networking, Time Management, Event Planning, Coaching, Leadership
Education
Central Washington University 2006 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications
Issaquah High School 2002 — 2006
Sean Click's New York Life Insurance Company Experience August 2004 - March 2005
Job Director of Manpower at Amteck, LLC
Industry Construction
Experience
Amteck, LLC February 2015 - Present
Aerotek April 2010 - February 2015
Young Life September 2008 - March 2010
Young Life April 2006 - August 2008
New York Life Insurance Company August 2004 - March 2005
Skills
Technical Recruiting, Cold Calling, Screening, Client Delivery, Rate Negotiation, Full-cycle Recruiting, Hiring, Talent Acquisition, Interviewing, Sourcing, Recruiting, Construction, Construction Engineering, Construction Management, Skilled Labor
Education
Centre College 2000 — 2004
Bachelor of Science, Psychology
Lincoln County High School
Amteck, LLC February 2015 - Present
Aerotek April 2010 - February 2015
Young Life September 2008 - March 2010
Young Life April 2006 - August 2008
New York Life Insurance Company August 2004 - March 2005
Skills
Technical Recruiting, Cold Calling, Screening, Client Delivery, Rate Negotiation, Full-cycle Recruiting, Hiring, Talent Acquisition, Interviewing, Sourcing, Recruiting, Construction, Construction Engineering, Construction Management, Skilled Labor
Education
Centre College 2000 — 2004
Bachelor of Science, Psychology
Lincoln County High School
Joseph Littlejohn's New York Life Insurance Company Experience October 1984 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 1984 - Present
Skills
Retirement Planning, Term Life Insurance, Investments, Sales, Management, Marketing, Team Building, Customer Service, Strategic Planning, 401k Rollovers, Licensed in Long Term..., Financial Services, Account Management, Annuity Sales, Supplements to Employee..., Personal Finance, Wealth Preservation..., Estate Planning, Small Business, Public Speaking, Long Term Care Insurance, Retirement, Employee Benefits, Mutual Funds, Whole Life Insurance
Education
Centenary College of Louisiana
Master of Business Administration (MBA)
The American College
CLU, Insurance and Financial Serices
Georgia Military College
HRM, HRM
Louisiana State University in Shreveport
BGS
New York Life Insurance Company October 1984 - Present
Skills
Retirement Planning, Term Life Insurance, Investments, Sales, Management, Marketing, Team Building, Customer Service, Strategic Planning, 401k Rollovers, Licensed in Long Term..., Financial Services, Account Management, Annuity Sales, Supplements to Employee..., Personal Finance, Wealth Preservation..., Estate Planning, Small Business, Public Speaking, Long Term Care Insurance, Retirement, Employee Benefits, Mutual Funds, Whole Life Insurance
Education
Centenary College of Louisiana
Master of Business Administration (MBA)
The American College
CLU, Insurance and Financial Serices
Georgia Military College
HRM, HRM
Louisiana State University in Shreveport
BGS
Freda Zimmerman Freda Zimmerman's New York Life Insurance Company Experience September 1980 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC 2001 - Present
NYLIFE Securities LLC 1983 - Present
New York Life Insurance Company September 1980 - Present
Education
Central Washington University 1979 — 1990
Bachelor of Science, Business Administration
Eagle Strategies LLC 2001 - Present
NYLIFE Securities LLC 1983 - Present
New York Life Insurance Company September 1980 - Present
Education
Central Washington University 1979 — 1990
Bachelor of Science, Business Administration
Nanda Moscovitch MBA Nanda Moscovitch MBA's New York Life Insurance Company Experience June 2007 - July 2008
Job Financial Aid/Veteran Affairs Specialist at Central Piedmont Community College
Industry Financial Services
Experience
Central Piedmont Community College November 2010 - Present
Trust Administration Services September 2008 - March 2010
New York Life Insurance Company June 2007 - July 2008
Cendant Mobility August 2005 - April 2006
Morgan Stanley Smith Barney August 2004 - December 2004
Skills
Six Sigma, Student Financial Aid, Student Loans, Green Belt, Business Valuation, Higher Education Policy, Student Engagement, Default, Month End, Financial Aid, Business Strategy, Microsoft Office, MBA, Account Reconciliation, G/L Reconciliations, Customer Service, Finance, Leadership, Management, Program Management, Public Speaking
Education
Pfeiffer University 2012 — 2013
Masters of Business Administration, Leadership
Central Piedmont Community College 2011 — 2011
Six Sigma Green Belt Certified
Western Connecticut State University 2001 — 2006
BBA, Finance
Central Piedmont Community College November 2010 - Present
Trust Administration Services September 2008 - March 2010
New York Life Insurance Company June 2007 - July 2008
Cendant Mobility August 2005 - April 2006
Morgan Stanley Smith Barney August 2004 - December 2004
Skills
Six Sigma, Student Financial Aid, Student Loans, Green Belt, Business Valuation, Higher Education Policy, Student Engagement, Default, Month End, Financial Aid, Business Strategy, Microsoft Office, MBA, Account Reconciliation, G/L Reconciliations, Customer Service, Finance, Leadership, Management, Program Management, Public Speaking
Education
Pfeiffer University 2012 — 2013
Masters of Business Administration, Leadership
Central Piedmont Community College 2011 — 2011
Six Sigma Green Belt Certified
Western Connecticut State University 2001 — 2006
BBA, Finance
Sandi Stahl Sandi Stahl's New York Life Insurance Company Experience October 2008 - September 2012
Job Small Group and Individual Insurance at HealthMarkets
Industry Insurance
Experience
HealthMarkets February 2014 - Present
QPS Employment Group September 2012 - September 2013
New York Life Insurance Company October 2008 - September 2012
Northwestern Mutual Life October 2006 - October 2008
Unspecified Company 2000 - 2005
Skills
Life & Health Insurance..., Small Group Health..., Health Insurance, Supplemental Health, Disability Insurance, Employee Benefits, Life Insurance, Small Business, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Annuities, Financial Planning, Investments, 401k Rollovers, Long Term Care Insurance, Insurance, Long-term Care
Education
Salem International University 2013 — 2014
Master of Business Administration (MBA), Human Resources Management and Services
Cardinal Stritch University 1992 — 2001
BS-BA, Business Administration
HealthMarkets February 2014 - Present
QPS Employment Group September 2012 - September 2013
New York Life Insurance Company October 2008 - September 2012
Northwestern Mutual Life October 2006 - October 2008
Unspecified Company 2000 - 2005
Skills
Life & Health Insurance..., Small Group Health..., Health Insurance, Supplemental Health, Disability Insurance, Employee Benefits, Life Insurance, Small Business, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Annuities, Financial Planning, Investments, 401k Rollovers, Long Term Care Insurance, Insurance, Long-term Care
Education
Salem International University 2013 — 2014
Master of Business Administration (MBA), Human Resources Management and Services
Cardinal Stritch University 1992 — 2001
BS-BA, Business Administration
Katie Tu Katie Tu's New York Life Insurance Company Experience May 2009 - Present
Job agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2009 - Present
Skills
Insurance, Annuities, Insurance Solutions, Agents, General Insurance, Insurance Consulting, Universal Life, Whole Life, Long Term Care, Annuity, Retirement Planning, Insurance Planning, Term Life Insurance, Retirement, Financial Markets, Investments, Risk, Servicing, Financial Planning, Asset, Wealth, Employee Benefits, Cross Selling, Risk Management, Savings, Wealth Management, Insurance Management, Portfolio Management, Insurance Agents, Protection, Policy, Securities, Financial Advisory, Health Insurance, Mutual Funds, Bonds, Reinsurance
Education
Central College 1990 — 1993
BA, physics
New York Life Insurance Company May 2009 - Present
Skills
Insurance, Annuities, Insurance Solutions, Agents, General Insurance, Insurance Consulting, Universal Life, Whole Life, Long Term Care, Annuity, Retirement Planning, Insurance Planning, Term Life Insurance, Retirement, Financial Markets, Investments, Risk, Servicing, Financial Planning, Asset, Wealth, Employee Benefits, Cross Selling, Risk Management, Savings, Wealth Management, Insurance Management, Portfolio Management, Insurance Agents, Protection, Policy, Securities, Financial Advisory, Health Insurance, Mutual Funds, Bonds, Reinsurance
Education
Central College 1990 — 1993
BA, physics
Anna Cunningham's New York Life Insurance Company Experience May 2012 - August 2012
Job Business Management Professional Development Program at Northrop Grumman Corporation
Industry International Affairs
Experience
Northrop Grumman Corporation October 2014 - Present
US Air Force Global Diversity Division August 2014 - Present
University Hospitals of Cleveland June 2011 - May 2014
Case Western Reserve University-Department of Economics August 2013 - December 2013
Department of State, Diplomatic Security's Antiterrorism Assistance Program June 2013 - August 2013
Case Western Reserve University-Department of Economics September 2012 - December 2012
New York Life Insurance Company May 2012 - August 2012
YMCA November 2006 - August 2010
Skills
PowerPoint, Research, Data Entry, Microsoft Office, Data Analysis, Statistics, Volunteer Management, SPSS, Microsoft Excel, Microsoft Word, Mac OS, Windows 7, Public Speaking, Customer Service, Event Planning, Time Management, Leadership, Outlook, Higher Education, Social Media, Grant Writing, Clinical Research, Teamwork, Teaching, Editing, Social Networking, Fundraising, Public Relations, Nonprofits, SharePoint, Stata, R, Project Management, Analyst Briefings, Briefing, power, Intelligence Analysis, Management, Analysis, Qualitative Research, International Relations
Education
Case Western Reserve University 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Studies with a concentration in International Business
Northrop Grumman Corporation October 2014 - Present
US Air Force Global Diversity Division August 2014 - Present
University Hospitals of Cleveland June 2011 - May 2014
Case Western Reserve University-Department of Economics August 2013 - December 2013
Department of State, Diplomatic Security's Antiterrorism Assistance Program June 2013 - August 2013
Case Western Reserve University-Department of Economics September 2012 - December 2012
New York Life Insurance Company May 2012 - August 2012
YMCA November 2006 - August 2010
Skills
PowerPoint, Research, Data Entry, Microsoft Office, Data Analysis, Statistics, Volunteer Management, SPSS, Microsoft Excel, Microsoft Word, Mac OS, Windows 7, Public Speaking, Customer Service, Event Planning, Time Management, Leadership, Outlook, Higher Education, Social Media, Grant Writing, Clinical Research, Teamwork, Teaching, Editing, Social Networking, Fundraising, Public Relations, Nonprofits, SharePoint, Stata, R, Project Management, Analyst Briefings, Briefing, power, Intelligence Analysis, Management, Analysis, Qualitative Research, International Relations
Education
Case Western Reserve University 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Studies with a concentration in International Business
Deborah Critten Olvera Deborah Critten Olvera's New York Life Insurance Company Experience January 2012 - September 2014
Job Financial Professional at Regions Bank
Industry Financial Services
Experience
Regions Bank February 2015 - Present
Serco/ACAP September 2014 - Present
New York Life Company January 2013 - Present
New York Life Insurance Company January 2012 - September 2014
MidCountry Bank September 2010 - December 2012
USAA September 2002 - August 2005
Skills
Life Insurance, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, IRAs, Long Term Care Insurance, Whole Life, Financial Services, Mortgage Lending
Education
Central Texas College
University of Texas at Brownsville
Regions Bank February 2015 - Present
Serco/ACAP September 2014 - Present
New York Life Company January 2013 - Present
New York Life Insurance Company January 2012 - September 2014
MidCountry Bank September 2010 - December 2012
USAA September 2002 - August 2005
Skills
Life Insurance, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, IRAs, Long Term Care Insurance, Whole Life, Financial Services, Mortgage Lending
Education
Central Texas College
University of Texas at Brownsville
David B. Marshall FALU, FLMI, FFSI, PCS, AAPA, AIAA, AIRC David B. Marshall FALU, FLMI, FFSI, PCS, AAPA, AIAA, AIRC's New York Life Insurance Company Experience April 2007 - Present
Job Medical Underwriting Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2007 - Present
Case Western Reserve University May 2005 - December 2006
Skills
Insurance, Underwriting, Life Insurance, Process Improvement, Financial Services, Financial Risk, Analysis, Term Life Insurance, Fixed Annuities, Disability Insurance, Finance, Mutual Funds, Public Speaking
Education
Cleveland State University 2012 — 2016
Master of Science, Health Sciences, 4.0 GPA
Case Western Reserve University 2003 — 2007
Bachelor of Arts, Economics & Psychology, 4.0 GPA
New York Life Insurance Company April 2007 - Present
Case Western Reserve University May 2005 - December 2006
Skills
Insurance, Underwriting, Life Insurance, Process Improvement, Financial Services, Financial Risk, Analysis, Term Life Insurance, Fixed Annuities, Disability Insurance, Finance, Mutual Funds, Public Speaking
Education
Cleveland State University 2012 — 2016
Master of Science, Health Sciences, 4.0 GPA
Case Western Reserve University 2003 — 2007
Bachelor of Arts, Economics & Psychology, 4.0 GPA
Eric Mok LUTCF Eric Mok LUTCF's New York Life Insurance Company Experience December 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company December 2003 - December 2013
Bank of America January 1998 - December 2002
Skills
Retirement, Finance, Insurance, Microsoft Word, Securities, Accounting, Analysis, Cost Accounting, Microsoft Excel, PowerPoint, Training, Microsoft Office, Tax, Business Planning, FINRA
Education
Amercian College 2008 — 2010
LUTCF
City University of Seattle 2003 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
Central Washington University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company December 2003 - December 2013
Bank of America January 1998 - December 2002
Skills
Retirement, Finance, Insurance, Microsoft Word, Securities, Accounting, Analysis, Cost Accounting, Microsoft Excel, PowerPoint, Training, Microsoft Office, Tax, Business Planning, FINRA
Education
Amercian College 2008 — 2010
LUTCF
City University of Seattle 2003 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
Central Washington University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
Kelly Stergakis Kelly Stergakis's New York Life Insurance Company Experience June 2015 - Present
Job Recruiting
Industry Staffing and Recruiting
Experience
New York Life Insurance Company June 2015 - Present
Self Employed March 2010 - May 2014
Valassis December 2004 - October 2009
4uDoctor June 2000 - June 2001
Federal Deposit Insurance Corporation March 1993 - June 2000
Skills
Marketing Strategy, Direct Marketing, Business Planning, Market Research, Segmentation, Strategy, Team Building, Business Development, Management Consulting, Competitive Analysis, Business Strategy, Customer Insight, Cross-functional Team..., Strategic Planning, Customer Service, Leadership, Market Analysis, Marketing Management, Management, Digital Marketing, Account Management, Sales
Education
Central Connecticut State University 1999 — 2001
BS, Business Management
New York Life Insurance Company June 2015 - Present
Self Employed March 2010 - May 2014
Valassis December 2004 - October 2009
4uDoctor June 2000 - June 2001
Federal Deposit Insurance Corporation March 1993 - June 2000
Skills
Marketing Strategy, Direct Marketing, Business Planning, Market Research, Segmentation, Strategy, Team Building, Business Development, Management Consulting, Competitive Analysis, Business Strategy, Customer Insight, Cross-functional Team..., Strategic Planning, Customer Service, Leadership, Market Analysis, Marketing Management, Management, Digital Marketing, Account Management, Sales
Education
Central Connecticut State University 1999 — 2001
BS, Business Management
Derek Mazzola's New York Life Insurance Company Experience November 2011 - November 2012
Job The Village Bank
Industry Banking
Experience
The Village Bank November 2014 - Present
Sole Proprietorship May 2009 - November 2014
Chapman Construction/Design December 2012 - January 2014
New York Life Insurance Company November 2011 - November 2012
Chapman Construction/Design June 2005 - November 2011
Skills
Management, Time Management, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Project Management, Entrepreneurship, Leadership, Strategic Planning, Contract Negotiation, Outlook
Education
Central Connecticut State University 2006 — 2011
Bachelor Degree, Management
Università per Stranieri di Perugia 2009 — 2009
Elementary Italian Level A2, Italian Language
Vermont Technical College 2005 — 2006
Construction Management
Newton North High School 2001 — 2005
The Village Bank November 2014 - Present
Sole Proprietorship May 2009 - November 2014
Chapman Construction/Design December 2012 - January 2014
New York Life Insurance Company November 2011 - November 2012
Chapman Construction/Design June 2005 - November 2011
Skills
Management, Time Management, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Project Management, Entrepreneurship, Leadership, Strategic Planning, Contract Negotiation, Outlook
Education
Central Connecticut State University 2006 — 2011
Bachelor Degree, Management
Università per Stranieri di Perugia 2009 — 2009
Elementary Italian Level A2, Italian Language
Vermont Technical College 2005 — 2006
Construction Management
Newton North High School 2001 — 2005
Drew Fink's New York Life Insurance Company Experience May 2007 - January 2010
Job Co Owner at Ampersand LLC
Industry Consumer Goods
Experience
Ampersand LLC March 2013 - Present
Zambelli Fireworks July 2007 - Present
2trg March 2010 - October 2011
New York Life Insurance Company May 2007 - January 2010
The Lyon Group 2006 - January 2010
Pomeroy IT Solutions July 2006 - September 2006
Motolight Inc May 2001 - July 2004
Skills
Budgets, Customer Service, Project Planning, Strategic Planning, Public Speaking, Marketing, Marketing Strategy
Education
Audencia Ecole de Management Summer 2006 2006 — 2006
University of Cincinnati 2004 — 2006
BBA, Finance; an emphasis in International Business
Case Western Reserve University 2002 — 2004
NA, Physics
Ampersand LLC March 2013 - Present
Zambelli Fireworks July 2007 - Present
2trg March 2010 - October 2011
New York Life Insurance Company May 2007 - January 2010
The Lyon Group 2006 - January 2010
Pomeroy IT Solutions July 2006 - September 2006
Motolight Inc May 2001 - July 2004
Skills
Budgets, Customer Service, Project Planning, Strategic Planning, Public Speaking, Marketing, Marketing Strategy
Education
Audencia Ecole de Management Summer 2006 2006 — 2006
University of Cincinnati 2004 — 2006
BBA, Finance; an emphasis in International Business
Case Western Reserve University 2002 — 2004
NA, Physics
Craig Draghi Craig Draghi's New York Life Insurance Company Experience October 2010 - August 2011
Job Associate Financial Analyst at A.M. Best Company
Industry Executive Office
Experience
A.M. Best Company February 2014 - Present
Hertz August 2013 - February 2014
New York Life Insurance Company October 2010 - August 2011
New Pools Construction September 2009 - December 2009
E+C Contracting 2006-2009 January 2006 - December 2009
Self-employed January 2005 - December 2005
Skills
Customer Service, Microsoft Excel, Management, PowerPoint, Microsoft Word, Analysis, Data Analysis, Finance, Social Networking, Microsoft Office, Outlook, Small Business, Access
Education
Centenary College 2007 — 2011
Bachelor of Science Degree, Business Administration; Management & Finance
West Morris Central High School 2003 — 2007
A.M. Best Company February 2014 - Present
Hertz August 2013 - February 2014
New York Life Insurance Company October 2010 - August 2011
New Pools Construction September 2009 - December 2009
E+C Contracting 2006-2009 January 2006 - December 2009
Self-employed January 2005 - December 2005
Skills
Customer Service, Microsoft Excel, Management, PowerPoint, Microsoft Word, Analysis, Data Analysis, Finance, Social Networking, Microsoft Office, Outlook, Small Business, Access
Education
Centenary College 2007 — 2011
Bachelor of Science Degree, Business Administration; Management & Finance
West Morris Central High School 2003 — 2007
Jay Caplan Jay Caplan's New York Life Insurance Company Experience January 2010 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company January 2010 - Present
Cockeysville Bagel Bakery May 1993 - January 2008
Delancy Street Deli April 1991 - April 1993
Manny's Deli 1989 - 1991
Mike's Pizza 1988 - 1991
Lenny's Deli 1985 - 1988
Attman's Deli 1983 - 1985
Sinai Hospital 1982 - 1984
Skills
Retirement Planning, Long Term Care, Insurance, Annuities, Disability Insurance, Term Life Insurance, Mutual Funds, IRA's, Employee Benefits
Education
Towson State University 1983 — 1987
Fianance
Baltimore Hebrew
Catonsville Community College
Private Pilots License, Aviation
Ramair Aviation
Private Pilots License, Aviation
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company January 2010 - Present
Cockeysville Bagel Bakery May 1993 - January 2008
Delancy Street Deli April 1991 - April 1993
Manny's Deli 1989 - 1991
Mike's Pizza 1988 - 1991
Lenny's Deli 1985 - 1988
Attman's Deli 1983 - 1985
Sinai Hospital 1982 - 1984
Skills
Retirement Planning, Long Term Care, Insurance, Annuities, Disability Insurance, Term Life Insurance, Mutual Funds, IRA's, Employee Benefits
Education
Towson State University 1983 — 1987
Fianance
Baltimore Hebrew
Catonsville Community College
Private Pilots License, Aviation
Ramair Aviation
Private Pilots License, Aviation
Jason Tracy Jason Tracy's New York Life Insurance Company Experience July 2002 - August 2003
Job Sales at Pacific Metal Company
Industry Construction
Experience
Pacific Metal Company January 2003 - Present
PACIFIC METAL COMPANY January 2003 - Present
New York Life Insurance Company July 2002 - August 2003
Bankers Life and Casualty Company January 2001 - January 2002
Tracy Contracting and Development January 1998 - January 2001
Education
COLVILLE
Central Washington University
Computer scienceRecreation Management
Whitworth University
B.A, Liberal Studies/Program ManagementBusiness Management
Whitworth University
BA, Business Management
Pacific Metal Company January 2003 - Present
PACIFIC METAL COMPANY January 2003 - Present
New York Life Insurance Company July 2002 - August 2003
Bankers Life and Casualty Company January 2001 - January 2002
Tracy Contracting and Development January 1998 - January 2001
Education
COLVILLE
Central Washington University
Computer scienceRecreation Management
Whitworth University
B.A, Liberal Studies/Program ManagementBusiness Management
Whitworth University
BA, Business Management
Edward Hardaway Edward Hardaway's New York Life Insurance Company Experience November 2011 - February 2013
Job Vice President of Sales & Licensing at SteamVita
Industry Banking
Experience
SteamVita May 2013 - Present
Pensacola Sphynx January 2007 - Present
New York Life Insurance Company November 2011 - February 2013
International Profit Assoc. April 2003 - October 2009
CollectorSolutions. Inc. February 2002 - April 2003
KIXS-FM & KIIZ-AM/FM Killeen / Ft. Hood TX February 1995 - January 1999
Dean Witter Reynolds & AmSouth Bank April 1989 - January 1995
Citizens National Bank of Killeen, TX. January 1980 - January 1989
Skills
Accounting, Advertising, Consulting, Executive Management, Music, Broadcast, Workout, Customer Service, Finance, Strategic Financial..., Budgets, Strategic Planning, Sales Management, Business Development, Public Speaking
Education
Louisiana State University 1986 — 1989
Certification, Graduate School of Banking of the South
University of Mary Hardin-Baylor 1971 — 1973
BA, Radio & Television Production - Communication Arts
Central Texas College 1969 — 1973
Walnut Hills High School 1964 — 1969
SteamVita May 2013 - Present
Pensacola Sphynx January 2007 - Present
New York Life Insurance Company November 2011 - February 2013
International Profit Assoc. April 2003 - October 2009
CollectorSolutions. Inc. February 2002 - April 2003
KIXS-FM & KIIZ-AM/FM Killeen / Ft. Hood TX February 1995 - January 1999
Dean Witter Reynolds & AmSouth Bank April 1989 - January 1995
Citizens National Bank of Killeen, TX. January 1980 - January 1989
Skills
Accounting, Advertising, Consulting, Executive Management, Music, Broadcast, Workout, Customer Service, Finance, Strategic Financial..., Budgets, Strategic Planning, Sales Management, Business Development, Public Speaking
Education
Louisiana State University 1986 — 1989
Certification, Graduate School of Banking of the South
University of Mary Hardin-Baylor 1971 — 1973
BA, Radio & Television Production - Communication Arts
Central Texas College 1969 — 1973
Walnut Hills High School 1964 — 1969
Darren Mullins Darren Mullins's New York Life Insurance Company Experience January 2014 - May 2015
Job Professional Agent with Liberty Mutual Insurance Company helping to protect families in Arizona and New Mexico.
Industry Insurance
Experience
Liberty Mutual Insurance June 2015 - Present
New York Life Insurance Company January 2014 - May 2015
USHEALTH Advisors / USHealth Group November 2013 - April 2014
Snyder's-Lance, Inc. October 2012 - October 2013
Inventure Foods, Inc. October 1999 - October 2012
Skills
Sales, Insurance, Life Insurance, Leadership, Term Life Insurance, Asset Protection, Business Networking, Customer Satisfaction, Direct Sales, Networking, Selling, Permanent Life Insurance, Annuity Sales, Building Relationships, Legacies, Licensed Life Insurance..., Life Insurance..., Communication, Legacy Planning, Licensed in Long Term..., Multi-Tasking Skills, Problem Solving, Protection Planning /..., Social Networking, Account Management, Microsoft Office, Employee Benefits, Event Planning, Long-term Care, Negotiation, Coaching
Education
Central Arizona College 1996 — 1997
Business/Commerce, General
Glendale Community College 1989 — 1992
American History (United States)
Moon Valley High School 1985 — 1989
Advanced Studies Diploma, Advanced Studies
Liberty Mutual Insurance June 2015 - Present
New York Life Insurance Company January 2014 - May 2015
USHEALTH Advisors / USHealth Group November 2013 - April 2014
Snyder's-Lance, Inc. October 2012 - October 2013
Inventure Foods, Inc. October 1999 - October 2012
Skills
Sales, Insurance, Life Insurance, Leadership, Term Life Insurance, Asset Protection, Business Networking, Customer Satisfaction, Direct Sales, Networking, Selling, Permanent Life Insurance, Annuity Sales, Building Relationships, Legacies, Licensed Life Insurance..., Life Insurance..., Communication, Legacy Planning, Licensed in Long Term..., Multi-Tasking Skills, Problem Solving, Protection Planning /..., Social Networking, Account Management, Microsoft Office, Employee Benefits, Event Planning, Long-term Care, Negotiation, Coaching
Education
Central Arizona College 1996 — 1997
Business/Commerce, General
Glendale Community College 1989 — 1992
American History (United States)
Moon Valley High School 1985 — 1989
Advanced Studies Diploma, Advanced Studies
Wilma Y Clayton-Weaver Wilma Y Clayton-Weaver's New York Life Insurance Company Experience December 2006 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2006 - Present
New York Life Insurance Company December 2006 - Present
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Microsoft Office, Financial Services, Marketing
Education
Cedar Crest College 1981 — 1984
Associate's degree, Business Administration and Management, General
New York Life Insurance Company December 2006 - Present
New York Life Insurance Company December 2006 - Present
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Microsoft Office, Financial Services, Marketing
Education
Cedar Crest College 1981 — 1984
Associate's degree, Business Administration and Management, General
Shawn Alsup Shawn Alsup's New York Life Insurance Company Experience August 2008 - February 2009
Job Director of Security at AlliedBarton Security Services
Industry Security and Investigations
Experience
AlliedBarton Security Services August 2011 - Present
New York Life Insurance Company August 2008 - February 2009
United States Army July 1987 - October 2008
Skills
Customer Service, Leadership, Team Building, Risk Management, Communication, Account Management, Physical Security, Incident Management, Asset Protection, Corporate Security, Human Resources, Security Operations, Private Investigations, Crisis Management, Security Management, Access Control, Security Training, Security, Workplace Violence, Investigation
Education
University of Phoenix 2011 — 2013
BS-OSM, Criminal Justice and Security, 3.95-With Highest Honors
Central Texas College 2004 — 2007
AA-BSM, Managment
AlliedBarton Security Services August 2011 - Present
New York Life Insurance Company August 2008 - February 2009
United States Army July 1987 - October 2008
Skills
Customer Service, Leadership, Team Building, Risk Management, Communication, Account Management, Physical Security, Incident Management, Asset Protection, Corporate Security, Human Resources, Security Operations, Private Investigations, Crisis Management, Security Management, Access Control, Security Training, Security, Workplace Violence, Investigation
Education
University of Phoenix 2011 — 2013
BS-OSM, Criminal Justice and Security, 3.95-With Highest Honors
Central Texas College 2004 — 2007
AA-BSM, Managment
Brody Felchle's New York Life Insurance Company Experience March 2009 - August 2011
Job Account Executive at Phoenix Financial Services Inc
Industry Financial Services
Experience
Phoenix Financial Services Inc October 2014 - Present
Clark Dodge and Company / Alexander Capital June 2013 - October 2014
John Thomas Financial November 2012 - June 2013
Blackwall Capital Markets March 2012 - November 2012
New York Life Insurance Company March 2009 - August 2011
Snyder Hotels August 2006 - January 2009
Trust Risk Management Services October 2001 - August 2006
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Insurance, Life Insurance, Equities, Financial Services, Securities, Finance, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Series 63, Management
Education
Carleton College 1997 — 2001
BA
Phoenix Financial Services Inc October 2014 - Present
Clark Dodge and Company / Alexander Capital June 2013 - October 2014
John Thomas Financial November 2012 - June 2013
Blackwall Capital Markets March 2012 - November 2012
New York Life Insurance Company March 2009 - August 2011
Snyder Hotels August 2006 - January 2009
Trust Risk Management Services October 2001 - August 2006
Skills
Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Insurance, Life Insurance, Equities, Financial Services, Securities, Finance, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Series 63, Management
Education
Carleton College 1997 — 2001
BA
Grace Elliott Grace Elliott's New York Life Insurance Company Experience July 2013 - December 2013
Job Operations Lead at SEPHORA
Industry Writing and Editing
Experience
SEPHORA December 2013 - Present
New York Life Insurance Company July 2013 - December 2013
Case Western Reserve University August 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Editing, Writing, Creative Writing, Social Media, Research, Adobe InDesign, Microsoft Publisher, Makeup Artistry, Music Arranging, HTML, Finale, Sewing, Public Speaking, Costume Design, Corsetry
Education
Case Western Reserve University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters, Music
Case Western Reserve University 2009 — 2013
Bachelor's Degree, English Language and Literature/Letters, Music
SEPHORA December 2013 - Present
New York Life Insurance Company July 2013 - December 2013
Case Western Reserve University August 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Editing, Writing, Creative Writing, Social Media, Research, Adobe InDesign, Microsoft Publisher, Makeup Artistry, Music Arranging, HTML, Finale, Sewing, Public Speaking, Costume Design, Corsetry
Education
Case Western Reserve University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters, Music
Case Western Reserve University 2009 — 2013
Bachelor's Degree, English Language and Literature/Letters, Music
Nathan Barrett Nathan Barrett's New York Life Insurance Company Experience 1999 - 2000
Job Account Manager Frontier Communications Dish Network at Ground Floor Marketing
Industry Computer Software
Experience
Ground Floor Marketing May 2015 - Present
Transamerica October 2014 - Present
Signature Insurance Agency February 2012 - Present
Shoptech Industrial Software September 2010 - November 2011
New York Life Insurance Company 1999 - 2000
Skills
SQL, Sales Management, Microsoft SQL Server, Windows, Enterprise Software, Business Development, Life Insurance, Term Life Insurance, Credit Card Transaction..., Merchant Cash Advance, Cold Calling, Recruiting, Investments, CRM, Customer Service, Sales, Social Media
Education
Central Connecticut State University 1996 — 2000
Bachelor of Science, Marketing
Central Connecticut State University 1996 — 2000
Bachelor of Science, Marketing, 2.76
Ground Floor Marketing May 2015 - Present
Transamerica October 2014 - Present
Signature Insurance Agency February 2012 - Present
Shoptech Industrial Software September 2010 - November 2011
New York Life Insurance Company 1999 - 2000
Skills
SQL, Sales Management, Microsoft SQL Server, Windows, Enterprise Software, Business Development, Life Insurance, Term Life Insurance, Credit Card Transaction..., Merchant Cash Advance, Cold Calling, Recruiting, Investments, CRM, Customer Service, Sales, Social Media
Education
Central Connecticut State University 1996 — 2000
Bachelor of Science, Marketing
Central Connecticut State University 1996 — 2000
Bachelor of Science, Marketing, 2.76
Kevin A. Joy Kevin A. Joy's New York Life Insurance Company Experience September 2009 - June 2010
Job Vice President of Institutional Sales & Marketing at Heartland Advisors, Inc.
Industry Financial Services
Experience
Heartland Advisors, Inc. July 2010 - Present
New York Life Insurance Company September 2009 - June 2010
Goldman Sachs August 1998 - August 2009
Goldman Sachs June 1997 - August 1997
International Business Machines June 1989 - August 1996
Skills
New Business Development, Business Relationship..., Financial Services, Investment Strategies, Mutual Funds, Client Service, Consultant Relations, Public Speaking, Presentations, Business Development, Investments, Business Strategy, Management, Finance, Sales, Portfolio Management, Consulting, CRM, Asset Management, Hedge Funds, Alternative Investments, Series 63, Investment Management, Series 7, Private Equity, Client Services, Equities
Education
University of Wisconsin-Milwaukee 2015 — 2017
Master’s Degree, Financial Analysis
Washington University in St. Louis 1996 — 1998
MBA, Finance and Marketing
Carnegie Mellon University 1985 — 1989
B.S., Mechanical and Biomedical Engineering
Heartland Advisors, Inc. July 2010 - Present
New York Life Insurance Company September 2009 - June 2010
Goldman Sachs August 1998 - August 2009
Goldman Sachs June 1997 - August 1997
International Business Machines June 1989 - August 1996
Skills
New Business Development, Business Relationship..., Financial Services, Investment Strategies, Mutual Funds, Client Service, Consultant Relations, Public Speaking, Presentations, Business Development, Investments, Business Strategy, Management, Finance, Sales, Portfolio Management, Consulting, CRM, Asset Management, Hedge Funds, Alternative Investments, Series 63, Investment Management, Series 7, Private Equity, Client Services, Equities
Education
University of Wisconsin-Milwaukee 2015 — 2017
Master’s Degree, Financial Analysis
Washington University in St. Louis 1996 — 1998
MBA, Finance and Marketing
Carnegie Mellon University 1985 — 1989
B.S., Mechanical and Biomedical Engineering
Maegan (Maegan Moeller) Miller Maegan (Maegan Moeller) Miller's New York Life Insurance Company Experience May 2012 - December 2013
Job Cintas Sales Partner
Industry Oil & Energy
Experience
Cintas August 2014 - Present
New York Life Insurance Company May 2012 - December 2013
Schertz-Cibolo-Universal City ISD July 2010 - August 2012
Scurry-Rosser ISD July 2008 - August 2010
Education
Texas A&M University 2003 — 2008
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Cedar Valley College 2002 — 2003
Associate of Science (A.S.), Biology, General
Cintas August 2014 - Present
New York Life Insurance Company May 2012 - December 2013
Schertz-Cibolo-Universal City ISD July 2010 - August 2012
Scurry-Rosser ISD July 2008 - August 2010
Education
Texas A&M University 2003 — 2008
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Cedar Valley College 2002 — 2003
Associate of Science (A.S.), Biology, General
Raja Malhi Raja Malhi's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2014 - Present
Central Washingrton University June 2014 - July 2014
Sorrento Hotel March 2012 - January 2014
Skills
Customer Service, Leadership, Hospitality Management, Microsoft Office, Hospitality, Event Management, Event Planning, Management, Sales, Food & Beverage, Hospitality Industry, Marketing Strategy, Social Media, Microsoft Excel, Account Management, Customer Satisfaction, Strategic Planning, Hotels, Marketing, Social Networking, Financial Services, Financial Risk, Estate Planning
Education
Central Washington University 2012 — 2014
Bachelor's Degree, Information Technology Administrative Management
Central Washington University
New York Life Insurance Company September 2014 - Present
Central Washingrton University June 2014 - July 2014
Sorrento Hotel March 2012 - January 2014
Skills
Customer Service, Leadership, Hospitality Management, Microsoft Office, Hospitality, Event Management, Event Planning, Management, Sales, Food & Beverage, Hospitality Industry, Marketing Strategy, Social Media, Microsoft Excel, Account Management, Customer Satisfaction, Strategic Planning, Hotels, Marketing, Social Networking, Financial Services, Financial Risk, Estate Planning
Education
Central Washington University 2012 — 2014
Bachelor's Degree, Information Technology Administrative Management
Central Washington University
Erica Takach Erica Takach's New York Life Insurance Company Experience March 2013 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company January 2009 - February 2013
NYLIFE Securities LLC February 2007 - January 2009
Skills
Recruiting, Life Insurance, Term Life Insurance, Leadership, Series 63, Mutual Funds, Analysis, Fixed Annuities, Retirement, Long-term Care, Disability Insurance, Series 7, Business Planning, Leadership Development, Marketing, Insurance, 401k, Management, Estate Planning, Long Term Care Insurance, Finance, Risk Management, Training, Account Management, Financial Services, Employee Benefits, IRAs, Health Insurance, Sales, Sales Management, Team Building, Customer Service, Hiring, Public Speaking, 401k Rollovers, Financial Planning
Education
Central Michigan University 2002 — 2006
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company January 2009 - February 2013
NYLIFE Securities LLC February 2007 - January 2009
Skills
Recruiting, Life Insurance, Term Life Insurance, Leadership, Series 63, Mutual Funds, Analysis, Fixed Annuities, Retirement, Long-term Care, Disability Insurance, Series 7, Business Planning, Leadership Development, Marketing, Insurance, 401k, Management, Estate Planning, Long Term Care Insurance, Finance, Risk Management, Training, Account Management, Financial Services, Employee Benefits, IRAs, Health Insurance, Sales, Sales Management, Team Building, Customer Service, Hiring, Public Speaking, 401k Rollovers, Financial Planning
Education
Central Michigan University 2002 — 2006
Charles Eady Charles Eady's New York Life Insurance Company Experience February 2012 - June 2013
Job Maximus Customer Service Representative
Industry Capital Markets
Experience
MAXIMUS March 2015 - Present
Capital Honda of Okemos March 2014 - October 2014
Quality Dairy Company April 2009 - March 2014
New York Life Insurance Company February 2012 - June 2013
GC Services November 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Central Michigan University 2009 — 2012
Bachelor of Science (B.S.), Psychology
Lansing Community College 2007 — 2009
Transfer Student, General Studies, 3.2
MAXIMUS March 2015 - Present
Capital Honda of Okemos March 2014 - October 2014
Quality Dairy Company April 2009 - March 2014
New York Life Insurance Company February 2012 - June 2013
GC Services November 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Central Michigan University 2009 — 2012
Bachelor of Science (B.S.), Psychology
Lansing Community College 2007 — 2009
Transfer Student, General Studies, 3.2
Joel Schaaf Joel Schaaf's New York Life Insurance Company Experience July 2011 - Present
Job Insurance and Financial Services Professional
Industry Insurance
Experience
New York Life Insurance Company July 2011 - Present
IRA Brokerage 2009 - Present
Schaaf Insurance and Financial Services January 2006 - Present
Sunrise BNI 2006 - Present
BNI of Michigan 2005 - Present
Buursma Agency 2001 - Present
Grandville Chamber 2007 - February 2011
Celebration on the Grand 1994 - 2004
Regent Broadcasting 1994 - 2001
WGRD-FM 1994 - 2000
Skills
Health Insurance, Employee Benefits, Insurance, Annuities, Long Term Care, Financial Planning, Fixed Annuities, Long-term Care, Strategic Financial..., Disability Insurance, Life Insurance, Retirement Planning, Long Term Care Insurance, Term Life Insurance, Retirement, IRAs, Wealth Management, Series 6, Investments, Estate Planning, Marketing Strategy, Small Business, Whole Life, 401k, Medicare, Commercial Insurance, Financial Planners, Variable Annuities, Financial Services, Financial Advisory, General Insurance, Permanent Life Insurance, Health Savings Accounts, Liability, Universal Life, Portfolio Management, Brokers, Casualty, Wealth, Business, Finance, Business Coaching, Critical Illness, Voluntary Employee..., Health Care Reform
Education
Central Michigan University 1975 — 1979
Bachelor of Arts (B.A.), Broadcast Journalism
Central Michigan University
New York Life Insurance Company July 2011 - Present
IRA Brokerage 2009 - Present
Schaaf Insurance and Financial Services January 2006 - Present
Sunrise BNI 2006 - Present
BNI of Michigan 2005 - Present
Buursma Agency 2001 - Present
Grandville Chamber 2007 - February 2011
Celebration on the Grand 1994 - 2004
Regent Broadcasting 1994 - 2001
WGRD-FM 1994 - 2000
Skills
Health Insurance, Employee Benefits, Insurance, Annuities, Long Term Care, Financial Planning, Fixed Annuities, Long-term Care, Strategic Financial..., Disability Insurance, Life Insurance, Retirement Planning, Long Term Care Insurance, Term Life Insurance, Retirement, IRAs, Wealth Management, Series 6, Investments, Estate Planning, Marketing Strategy, Small Business, Whole Life, 401k, Medicare, Commercial Insurance, Financial Planners, Variable Annuities, Financial Services, Financial Advisory, General Insurance, Permanent Life Insurance, Health Savings Accounts, Liability, Universal Life, Portfolio Management, Brokers, Casualty, Wealth, Business, Finance, Business Coaching, Critical Illness, Voluntary Employee..., Health Care Reform
Education
Central Michigan University 1975 — 1979
Bachelor of Arts (B.A.), Broadcast Journalism
Central Michigan University
Kathy J Lewandowski's New York Life Insurance Company Experience June 2014 - May 2015
Job Mary Kay Independent Beauty Consultant
Industry Cosmetics
Experience
Kathy Lewandowski, Mary Kay Independent Beauty Consultant July 2015 - Present
New York Life Insurance Company June 2014 - May 2015
Kathy J's Designer Clothing & Alterations. August 2013 - August 2014
TRS Containers January 2007 - June 2014
3 Day Blinds July 2004 - January 2006
Mary Kay Cosmetics May 1992 - January 2006
Blinds to Go September 2001 - July 2004
Skills
Sales, Skin Care Products, color cosmetic..., Color Theory, Team Building, Team Leadership, Creative Arts, Small Business, Business Insurance..., Licensed in Long Term..., Supplements to Employee..., Annuity Sales, Education Funding..., Customer Relations, Direct Sales, Permanent Life Insurance, Licensed Life Insurance..., Personal Finance, Retirement Planning, Term Life Insurance, Selling, Problem Solving, Asset Protection, Life Insurance, Operations Management, Negotiation
Education
Stratford Career Institute 2010 — 2013
Diploma in Sewing and Dressmaking
Centenary College 2008 — 2009
Associate's degree in progress, Business Administration and Management, General
Kathy Lewandowski, Mary Kay Independent Beauty Consultant July 2015 - Present
New York Life Insurance Company June 2014 - May 2015
Kathy J's Designer Clothing & Alterations. August 2013 - August 2014
TRS Containers January 2007 - June 2014
3 Day Blinds July 2004 - January 2006
Mary Kay Cosmetics May 1992 - January 2006
Blinds to Go September 2001 - July 2004
Skills
Sales, Skin Care Products, color cosmetic..., Color Theory, Team Building, Team Leadership, Creative Arts, Small Business, Business Insurance..., Licensed in Long Term..., Supplements to Employee..., Annuity Sales, Education Funding..., Customer Relations, Direct Sales, Permanent Life Insurance, Licensed Life Insurance..., Personal Finance, Retirement Planning, Term Life Insurance, Selling, Problem Solving, Asset Protection, Life Insurance, Operations Management, Negotiation
Education
Stratford Career Institute 2010 — 2013
Diploma in Sewing and Dressmaking
Centenary College 2008 — 2009
Associate's degree in progress, Business Administration and Management, General
Jesse Perkins, MSM Jesse Perkins, MSM's New York Life Insurance Company Experience January 2015 - Present
Job My legacy is helping others succeed
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
The Home Depot October 2013 - January 2015
Walgreens July 2005 - January 2015
United States Marine Corps May 2009 - May 2013
Education
University of Maryland University College 2011 — 2015
Master's, International Management (MS): International Financial Management
Central Connecticut State University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
New York Life Insurance Company January 2015 - Present
The Home Depot October 2013 - January 2015
Walgreens July 2005 - January 2015
United States Marine Corps May 2009 - May 2013
Education
University of Maryland University College 2011 — 2015
Master's, International Management (MS): International Financial Management
Central Connecticut State University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Xinfang Wang's New York Life Insurance Company Experience 2010 - Present
Job Agent with New York Life helping families and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company 2010 - Present
Skills
Customer Service, Sales, Life Insurance, Retirement Planning, Leadership, Marketing, 401k Rollovers, Annuity Sales, Employee Benefits, Term Life Insurance, Universal Life, Whole Life Insurance, Teamwork
Education
Capital University of Economics and Business
Accounting and Finance
New York Life Insurance Company 2010 - Present
Skills
Customer Service, Sales, Life Insurance, Retirement Planning, Leadership, Marketing, 401k Rollovers, Annuity Sales, Employee Benefits, Term Life Insurance, Universal Life, Whole Life Insurance, Teamwork
Education
Capital University of Economics and Business
Accounting and Finance
Sharde' Fields-Williams's New York Life Insurance Company Experience May 2015 - Present
Job Licensed Agent with New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
Skills
Leadership, Sales, Management, Process Improvement, Life Insurance, Life Insurance..., Retirement Income..., Small Business, Building Relationships, Business Networking, Event Marketing Strategy, Seminar Marketing, Strategic Planning, Team Building
Education
Central Christian College of Kansas 2009 — 2013
Bachelor's degree, Social Psychology
New York Life Insurance Company May 2015 - Present
Skills
Leadership, Sales, Management, Process Improvement, Life Insurance, Life Insurance..., Retirement Income..., Small Business, Building Relationships, Business Networking, Event Marketing Strategy, Seminar Marketing, Strategic Planning, Team Building
Education
Central Christian College of Kansas 2009 — 2013
Bachelor's degree, Social Psychology
Douglas Lubliner, FSA, MAAA Douglas Lubliner, FSA, MAAA's New York Life Insurance Company Experience Life Insurance Pricing and Support$
Job Corporate Vice President & Actuary at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Life Insurance Pricing and Support$
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Mutual Funds, Wealth Management, Universal Life, Insurance, Financial Services, Risk Management, Permanent Life Insurance, Sales Commissions, Financial Analysis, Management, Combination Products, Financial Reporting, Variable Life, Financial Modeling
Education
Carnegie Mellon University
Bachelor of Science (BS), Electrical Engineering and Mathematics
New York Life Insurance Company Life Insurance Pricing and Support$
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Mutual Funds, Wealth Management, Universal Life, Insurance, Financial Services, Risk Management, Permanent Life Insurance, Sales Commissions, Financial Analysis, Management, Combination Products, Financial Reporting, Variable Life, Financial Modeling
Education
Carnegie Mellon University
Bachelor of Science (BS), Electrical Engineering and Mathematics
Darren Wynne Darren Wynne's New York Life Insurance Company Experience November 2014 - December 2014
Job Head Coach Coaching Educator at Webster Soccer Association Lakefront Soccer Club
Industry Human Resources
Experience
Webster Soccer Association - Lakefront Soccer Club June 2015 - Present
Sutherland Global Services December 2014 - Present
ADP December 2014 - Present
Cayuga Community College December 2010 - April 2015
New York Life Insurance Company November 2014 - December 2014
Empire Revolution Soccer Academy August 2005 - March 2013
Syracuse Silver Knights 2012 - 2013
State University of New York at Oswego August 2008 - December 2010
St. Alban's City FC December 2003 - June 2005
Skills
Sales, Motivational Speaking, Strength, Sports, Operant Conditioning, Athletic Administration, Club, Recruiting, Sports Science, Strength Training, Intercollegiate..., Physical Education, Fitness, Sports Industry, Sports Nutrition, Tournaments, Exercise Physiology, Fitness Training, Athletic Performance, Professional Sports, Sports Development, Curriculum Design, Personal Training, Performance Enhancement, Functional Training, Athlete Development, Student Development, Weight Training, Injury Prevention, Youth Mentoring, Fundraising, Sponsorship, Coaching, Soccer, Sports Psychology, Public Speaking
Education
Cayuga County Community College
Webster Soccer Association - Lakefront Soccer Club June 2015 - Present
Sutherland Global Services December 2014 - Present
ADP December 2014 - Present
Cayuga Community College December 2010 - April 2015
New York Life Insurance Company November 2014 - December 2014
Empire Revolution Soccer Academy August 2005 - March 2013
Syracuse Silver Knights 2012 - 2013
State University of New York at Oswego August 2008 - December 2010
St. Alban's City FC December 2003 - June 2005
Skills
Sales, Motivational Speaking, Strength, Sports, Operant Conditioning, Athletic Administration, Club, Recruiting, Sports Science, Strength Training, Intercollegiate..., Physical Education, Fitness, Sports Industry, Sports Nutrition, Tournaments, Exercise Physiology, Fitness Training, Athletic Performance, Professional Sports, Sports Development, Curriculum Design, Personal Training, Performance Enhancement, Functional Training, Athlete Development, Student Development, Weight Training, Injury Prevention, Youth Mentoring, Fundraising, Sponsorship, Coaching, Soccer, Sports Psychology, Public Speaking
Education
Cayuga County Community College
Kevin Scoone Kevin Scoone's New York Life Insurance Company Experience March 2013 - September 2013
Job Global Equity Accounting at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price January 2014 - Present
New York Life Insurance Company March 2013 - September 2013
YMCA of Central Maryland November 2007 - September 2012
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Corporate Finance, Financial Services, Investment Banking, Portfolio Management, Microsoft Office, QuickBooks, Retail Banking, Commercial Banking, International Finance, Hedge Funds, Hedging, FX Hedging, Insurance
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), Business Administration- Finance, 3.45 GPA
Carroll Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration, 3.70 GPA
Winters Mill High School 2005 — 2009
Member of the Business and Technology Academy, 3.75 GPA
T. Rowe Price January 2014 - Present
New York Life Insurance Company March 2013 - September 2013
YMCA of Central Maryland November 2007 - September 2012
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Corporate Finance, Financial Services, Investment Banking, Portfolio Management, Microsoft Office, QuickBooks, Retail Banking, Commercial Banking, International Finance, Hedge Funds, Hedging, FX Hedging, Insurance
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), Business Administration- Finance, 3.45 GPA
Carroll Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration, 3.70 GPA
Winters Mill High School 2005 — 2009
Member of the Business and Technology Academy, 3.75 GPA
Carmen Aramanda's New York Life Insurance Company Experience December 2014 - April 2015
Job Business Development Manager at Bronson Lerma Business Services and Advisory
Industry Management Consulting
Experience
Bronson Lerma Business Services and Advisory April 2015 - Present
New York Life Insurance Company December 2014 - April 2015
Spice of Life Catering 2013 - October 2014
Spice of Life March 2012 - April 2013
IBC Bank August 2012 - February 2013
Cypress Grille August 2009 - February 2012
Skills
Customer Service, Event Management, Microsoft Office, Customer Satisfaction, Social Networking, Training, Catering, Team Leadership, Restaurants, Social Media, Business Networking, Public Speaking, Retirment Planning, Asset Protection, Leadership, Marketing Strategy, Public Relations
Education
The University of Texas at San Antonio 2008 — 2010
Bachelor of Arts (BA), Entrepreneurial and Small Business Operations
Central Texas College 2007 — 2008
General Study, Business, Sophmore
Bronson Lerma Business Services and Advisory April 2015 - Present
New York Life Insurance Company December 2014 - April 2015
Spice of Life Catering 2013 - October 2014
Spice of Life March 2012 - April 2013
IBC Bank August 2012 - February 2013
Cypress Grille August 2009 - February 2012
Skills
Customer Service, Event Management, Microsoft Office, Customer Satisfaction, Social Networking, Training, Catering, Team Leadership, Restaurants, Social Media, Business Networking, Public Speaking, Retirment Planning, Asset Protection, Leadership, Marketing Strategy, Public Relations
Education
The University of Texas at San Antonio 2008 — 2010
Bachelor of Arts (BA), Entrepreneurial and Small Business Operations
Central Texas College 2007 — 2008
General Study, Business, Sophmore
Shayan Golshan Shayan Golshan's New York Life Insurance Company Experience August 2013 - March 2014
Job Finance Coordinator at Ketchum
Industry Public Relations and Communications
Experience
Ketchum June 2015 - Present
Ketchum May 2014 - June 2015
ADP January 2014 - April 2014
New York Life Insurance Company August 2013 - March 2014
Butorac Wealth Management January 2012 - January 2013
Forever 21 April 2012 - November 2012
PRO Sports Club December 2007 - August 2010
Skills
Microsoft Excel, Exceptional organization, Financial Modeling, Investments, Project Management, Financial Analysis, Customer Service, Computer Proficiency, Finance, Leadership, Research, Insurance, Small Business, Strategic Planning, Business Planning, Budgets, Forecasting, Employee Benefits, Risk Management, Team Leadership, Market Analysis, Critical Thinking, QuickBooks, Strategic Financial...
Education
California State Polytechnic University-Pomona 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Core GPA: 3.8
Cerritos College 2010 — 2012
Associates in Science
Redmond High School 2007 — 2010
Ketchum June 2015 - Present
Ketchum May 2014 - June 2015
ADP January 2014 - April 2014
New York Life Insurance Company August 2013 - March 2014
Butorac Wealth Management January 2012 - January 2013
Forever 21 April 2012 - November 2012
PRO Sports Club December 2007 - August 2010
Skills
Microsoft Excel, Exceptional organization, Financial Modeling, Investments, Project Management, Financial Analysis, Customer Service, Computer Proficiency, Finance, Leadership, Research, Insurance, Small Business, Strategic Planning, Business Planning, Budgets, Forecasting, Employee Benefits, Risk Management, Team Leadership, Market Analysis, Critical Thinking, QuickBooks, Strategic Financial...
Education
California State Polytechnic University-Pomona 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Core GPA: 3.8
Cerritos College 2010 — 2012
Associates in Science
Redmond High School 2007 — 2010
Kathryn A. Messer Kathryn A. Messer's New York Life Insurance Company Experience February 1996 - 1998
Job Insurance & Financial Copywriter | Insurance & Financial Technology Copywriter | Insurance & Financial Content Marketing
Industry Writing and Editing
Experience
KMC Communications - Insurance & Financial Services Copywriting March 2010 - Present
Wells Fargo Insurance Services USA April 2007 - March 2010
American Family Insurance June 1998 - April 2007
New York Life Insurance Company February 1996 - 1998
Dain Roucher Corporation February 1994 - March 1996
Dain Bosworth Inter-Regional Financial Group May 1990 - February 1994
Skills
Insurance Technology, Copywriting, Journalism, Property & Casualty..., Case Studies, White Papers, Press Releases, Reinsurance Markets, Creative Writing, Entrepreneurship, Small Business..., Advertorials, Sell Sheets, Retail Technology, Excess & Surplus Lines, Executive Editorials, Business Strategy, Business Development, Small Business, Insurance, Sales, Blogging, Disability Insurance, Marketing, Long-term Care, Umbrella Insurance, Commercial Insurance, Underwriting, Retirement, Financial Services, Retirement Planning, Employee Benefits, Life Insurance, Fixed Annuities, Health Insurance, Risk Management, Investments, Mutual Funds
Education
Carlow College
Master's Degree, Journalism
Linfield College
Bachelor's Degree, Arts & Humanities
Carlow College, Carlow Ireland
Irish Literature
Chemeketa Community College
Associate's Degree, Business Management & Marketing
KMC Communications - Insurance & Financial Services Copywriting March 2010 - Present
Wells Fargo Insurance Services USA April 2007 - March 2010
American Family Insurance June 1998 - April 2007
New York Life Insurance Company February 1996 - 1998
Dain Roucher Corporation February 1994 - March 1996
Dain Bosworth Inter-Regional Financial Group May 1990 - February 1994
Skills
Insurance Technology, Copywriting, Journalism, Property & Casualty..., Case Studies, White Papers, Press Releases, Reinsurance Markets, Creative Writing, Entrepreneurship, Small Business..., Advertorials, Sell Sheets, Retail Technology, Excess & Surplus Lines, Executive Editorials, Business Strategy, Business Development, Small Business, Insurance, Sales, Blogging, Disability Insurance, Marketing, Long-term Care, Umbrella Insurance, Commercial Insurance, Underwriting, Retirement, Financial Services, Retirement Planning, Employee Benefits, Life Insurance, Fixed Annuities, Health Insurance, Risk Management, Investments, Mutual Funds
Education
Carlow College
Master's Degree, Journalism
Linfield College
Bachelor's Degree, Arts & Humanities
Carlow College, Carlow Ireland
Irish Literature
Chemeketa Community College
Associate's Degree, Business Management & Marketing
Matt Lamer Matt Lamer's New York Life Insurance Company Experience May 2012 - October 2012
Job Contractor in Accounts Payable at Mckesson
Industry Financial Services
Experience
McKesson August 2014 - Present
Rampf Group March 2014 - May 2014
Just Baked December 2012 - March 2013
New York Life Insurance Company May 2012 - October 2012
Liberty Chevrolet May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Finance, PowerPoint, Customer Service, Financial Statement..., Microsoft Word, Time Management, Accounting, Microsoft Office, Access, Leadership, Teamwork, Life Insurance, Analysis, Financial Accounting, Sales, Outlook, Inventory Management, Data Analysis
Education
Michigan State University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Central Michigan University 2008 — 2010
General Studies
McKesson August 2014 - Present
Rampf Group March 2014 - May 2014
Just Baked December 2012 - March 2013
New York Life Insurance Company May 2012 - October 2012
Liberty Chevrolet May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Finance, PowerPoint, Customer Service, Financial Statement..., Microsoft Word, Time Management, Accounting, Microsoft Office, Access, Leadership, Teamwork, Life Insurance, Analysis, Financial Accounting, Sales, Outlook, Inventory Management, Data Analysis
Education
Michigan State University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Central Michigan University 2008 — 2010
General Studies
Kaitlyn Whitmer Kaitlyn Whitmer's New York Life Insurance Company Experience August 2013 - Present
Job Graduate of Catawba College
Industry Banking
Experience
New York Life Insurance Company August 2013 - Present
Veteran's Affairs Medical Center June 2012 - August 2012
CMR Institute May 2011 - July 2011
Skills
Facebook, Event Planning, Customer Service, PowerPoint, Teamwork, Accounting, Photoshop, Public Speaking, Research, Social Networking, Microsoft Office, Spanish, Financial Analysis, Microsoft Word, Time Management, Social Media, Microsoft Excel
Education
Catawba College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company August 2013 - Present
Veteran's Affairs Medical Center June 2012 - August 2012
CMR Institute May 2011 - July 2011
Skills
Facebook, Event Planning, Customer Service, PowerPoint, Teamwork, Accounting, Photoshop, Public Speaking, Research, Social Networking, Microsoft Office, Spanish, Financial Analysis, Microsoft Word, Time Management, Social Media, Microsoft Excel
Education
Catawba College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Chris Radford's New York Life Insurance Company Experience December 2010 - May 2011
Job Lower School Teacher at Kentucky Country Day School
Industry Education Management
Experience
Kentucky Country Day School August 2013 - Present
Jefferson County Public Schools May 2011 - August 2013
New York Life Insurance Company December 2010 - May 2011
Summit Energy September 2008 - September 2010
Centre College- Norton Center for the Arts August 2006 - May 2008
Skills
Higher Education, Budgets, Strategic Planning, Energy, Microsoft Office, Human Resources, Security, Management, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Research, Event Planning, Teaching, Strategic Financial..., Sales, Recruiting, Leadership
Education
Centre College 2004 — 2008
B.A., Anthropology/Sociology; Minor in Education
Kentucky Country Day School 2000 — 2004
H.S. Diploma
Kentucky Country Day School August 2013 - Present
Jefferson County Public Schools May 2011 - August 2013
New York Life Insurance Company December 2010 - May 2011
Summit Energy September 2008 - September 2010
Centre College- Norton Center for the Arts August 2006 - May 2008
Skills
Higher Education, Budgets, Strategic Planning, Energy, Microsoft Office, Human Resources, Security, Management, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Research, Event Planning, Teaching, Strategic Financial..., Sales, Recruiting, Leadership
Education
Centre College 2004 — 2008
B.A., Anthropology/Sociology; Minor in Education
Kentucky Country Day School 2000 — 2004
H.S. Diploma
Marc Matherne, CFP® Marc Matherne, CFP®'s New York Life Insurance Company Experience August 2010 - December 2010
Job VP Investment Specialist JP Morgan Securities, LLC
Industry Investment Management
Experience
JP Morgan Securities, LLC February 2015 - Present
JP Morgan Securities LLC May 2014 - February 2015
The Shobe Financial Group January 2011 - May 2014
New York Life Insurance Company August 2010 - December 2010
The Olivier Group, LLC January 2010 - August 2010
AstraZeneca May 1998 - December 2009
Capital One October 1996 - May 1998
U.S. Navy May 1988 - September 1996
Education
Florida State University 2011 — 2012
Certificate in Certified Financial Planning, Certified Financial Planning
Central Michigan University 1996 — 1998
MSA, Marketing and Administration
Tulane University 1984 — 1988
B.S., Statistics / Mathematics
Baton Rouge High School 1982 — 1984
JP Morgan Securities, LLC February 2015 - Present
JP Morgan Securities LLC May 2014 - February 2015
The Shobe Financial Group January 2011 - May 2014
New York Life Insurance Company August 2010 - December 2010
The Olivier Group, LLC January 2010 - August 2010
AstraZeneca May 1998 - December 2009
Capital One October 1996 - May 1998
U.S. Navy May 1988 - September 1996
Education
Florida State University 2011 — 2012
Certificate in Certified Financial Planning, Certified Financial Planning
Central Michigan University 1996 — 1998
MSA, Marketing and Administration
Tulane University 1984 — 1988
B.S., Statistics / Mathematics
Baton Rouge High School 1982 — 1984
Richard Hicks Richard Hicks's New York Life Insurance Company Experience December 2014 - April 2015
Job Chillin
Industry Think Tanks
Experience
New York Life Insurance Company December 2014 - April 2015
Tec-Masters, Inc. July 2012 - April 2014
Tec-Masters, Inc. October 2011 - June 2012
Tec-Masters, Inc. December 2005 - October 2011
Lockheed Martin February 2005 - April 2005
Tec-Masters, Inc. December 2000 - January 2005
U.S. Army December 1992 - February 1998
U.S. Army January 1997 - September 1997
U.S. Army December 1991 - November 1992
Skills
Customer Satisfaction, Term Life Insurance, Permanent Life Insurance, Retirement Income..., Retirement Planning, Army, Military Operations, Military Experience, Operational Planning, Force Protection, Security, Intelligence Analysis, DoD, National Security, Intelligence, Program Management, Government, Training, Organizational..., Policy
Education
Central Texas College 2014 — 2014
Currently 15 SH
College Credit for Military Schooling and Experiencet 1979 — 1999
68 Semester Hours
Northwestern State University 1989 — 1990
12 Semester Hours
Southeastern Oklahoma Area Vocational-Technical School 1974 — 1977
Machinist Certification
Marietta High School 1973 — 1977
High School
New York Life Insurance Company December 2014 - April 2015
Tec-Masters, Inc. July 2012 - April 2014
Tec-Masters, Inc. October 2011 - June 2012
Tec-Masters, Inc. December 2005 - October 2011
Lockheed Martin February 2005 - April 2005
Tec-Masters, Inc. December 2000 - January 2005
U.S. Army December 1992 - February 1998
U.S. Army January 1997 - September 1997
U.S. Army December 1991 - November 1992
Skills
Customer Satisfaction, Term Life Insurance, Permanent Life Insurance, Retirement Income..., Retirement Planning, Army, Military Operations, Military Experience, Operational Planning, Force Protection, Security, Intelligence Analysis, DoD, National Security, Intelligence, Program Management, Government, Training, Organizational..., Policy
Education
Central Texas College 2014 — 2014
Currently 15 SH
College Credit for Military Schooling and Experiencet 1979 — 1999
68 Semester Hours
Northwestern State University 1989 — 1990
12 Semester Hours
Southeastern Oklahoma Area Vocational-Technical School 1974 — 1977
Machinist Certification
Marietta High School 1973 — 1977
High School
Stephen Agresta, MBA, CMA Stephen Agresta, MBA, CMA's New York Life Insurance Company Experience June 2011 - December 2011
Job Director Vendor & Sourcing Management at Prudential Financial
Industry Pharmaceuticals
Experience
Prudential Financial September 2013 - Present
Merritt & Harris, Inc October 2012 - September 2013
American International Group December 2011 - October 2012
New York Life Insurance Company June 2011 - December 2011
Pfizer Inc. October 2007 - February 2011
Pfizer Inc. January 2006 - February 2011
Pfizer Inc. September 2000 - September 2007
Holy Trinity Interparochial School Advisory Board 1997 - 2003
Pfizer Inc. August 1999 - August 2000
Pfizer August 1998 - August 1999
Skills
SAP, Oracle Financials, Hyperion, Computron, Ariba, Excel, Word, PowerPoint, Service Center, Hyperion Enterprise, Microsoft Excel, Microsoft Word, Vendor Management, Process Engineering, Project Finance, Financial Analysis, Managerial Finance, Financial Reporting, Business Analysis, Business Process...
Education
Centenary College 2004 — 2006
Masters, Finance
Kean University 1976 — 1981
BS Management Science
Prudential Financial September 2013 - Present
Merritt & Harris, Inc October 2012 - September 2013
American International Group December 2011 - October 2012
New York Life Insurance Company June 2011 - December 2011
Pfizer Inc. October 2007 - February 2011
Pfizer Inc. January 2006 - February 2011
Pfizer Inc. September 2000 - September 2007
Holy Trinity Interparochial School Advisory Board 1997 - 2003
Pfizer Inc. August 1999 - August 2000
Pfizer August 1998 - August 1999
Skills
SAP, Oracle Financials, Hyperion, Computron, Ariba, Excel, Word, PowerPoint, Service Center, Hyperion Enterprise, Microsoft Excel, Microsoft Word, Vendor Management, Process Engineering, Project Finance, Financial Analysis, Managerial Finance, Financial Reporting, Business Analysis, Business Process...
Education
Centenary College 2004 — 2006
Masters, Finance
Kean University 1976 — 1981
BS Management Science
Sara Batayola Sara Batayola's New York Life Insurance Company Experience 2012 - Present
Job Passionate New York Life Agent helping small business owners provide financial security and peace of mind.
Industry Insurance
Experience
New York Life Insurance Company 2012 - Present
Self-Employed Caregiver January 2008 - December 2012
Maggiano's Little Italy August 2011 - December 2011
Duke's Chowder House November 2009 - November 2010
Skills
Estate Planning, Key Person Protection, Legacies, Wealth Preservation..., Multi-generational..., Protection..., Time Management, Thought Leadership, Licensed Life Insurance..., Annuity Sales
Education
Highline Community College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
Central Washington University
Business/Managerial Economics
New York Life Insurance Company 2012 - Present
Self-Employed Caregiver January 2008 - December 2012
Maggiano's Little Italy August 2011 - December 2011
Duke's Chowder House November 2009 - November 2010
Skills
Estate Planning, Key Person Protection, Legacies, Wealth Preservation..., Multi-generational..., Protection..., Time Management, Thought Leadership, Licensed Life Insurance..., Annuity Sales
Education
Highline Community College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
Central Washington University
Business/Managerial Economics
Gabe Cabrera Gabe Cabrera's New York Life Insurance Company Experience November 2006 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2006 - Present
The Hartford September 1981 - November 2006
Skills
Fully bilingual...
Education
Central Connecticut State University
New York Life Insurance Company November 2006 - Present
The Hartford September 1981 - November 2006
Skills
Fully bilingual...
Education
Central Connecticut State University
Gary Lenz, CLU, LUTCF Gary Lenz, CLU, LUTCF's New York Life Insurance Company Experience April 2001 - January 2008
Job Manager Life Sales Desk at National Life Group
Industry Financial Services
Experience
National Life Group March 2012 - Present
Equity Services Inc. February 2008 - Present
National Life Group March 2011 - March 2012
National Life Group February 2008 - March 2011
New York Life Insurance Company April 2001 - January 2008
KeyBank August 1987 - December 2000
Education
Stetson University 1982 — 1986
BBA, Marketing & Management
Castleton University 1981 — 1982
Business
National Life Group March 2012 - Present
Equity Services Inc. February 2008 - Present
National Life Group March 2011 - March 2012
National Life Group February 2008 - March 2011
New York Life Insurance Company April 2001 - January 2008
KeyBank August 1987 - December 2000
Education
Stetson University 1982 — 1986
BBA, Marketing & Management
Castleton University 1981 — 1982
Business
Clark Nonaillada's New York Life Insurance Company Experience February 2013 - Present
Job Storage Engineer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
JPMorgan Chase June 2011 - February 2013
Barclays Capital September 2009 - June 2011
CIT Group March 2008 - September 2009
IDT Corp. October 2004 - March 2008
Alliance Capital July 2000 - October 2004
Telcordia Technologies October 1999 - July 2000
AT&T October 1996 - October 1999
Bayan Telecommunications May 1996 - July 1996
Corporate Information Systems June 1993 - May 1996
Education
Mapua Institute of Technology 1988 — 1993
BSCoE, Computer Engineering
Central Philippine University 1984 — 1988
High School
Silliman University 1980 — 1984
Elementary
New York Life Insurance Company February 2013 - Present
JPMorgan Chase June 2011 - February 2013
Barclays Capital September 2009 - June 2011
CIT Group March 2008 - September 2009
IDT Corp. October 2004 - March 2008
Alliance Capital July 2000 - October 2004
Telcordia Technologies October 1999 - July 2000
AT&T October 1996 - October 1999
Bayan Telecommunications May 1996 - July 1996
Corporate Information Systems June 1993 - May 1996
Education
Mapua Institute of Technology 1988 — 1993
BSCoE, Computer Engineering
Central Philippine University 1984 — 1988
High School
Silliman University 1980 — 1984
Elementary
Gladys Agbo's New York Life Insurance Company Experience September 2009 - May 2010
Job Accounts Payable at TRC Companies, Inc.
Industry Financial Services
Experience
TRC Companies, Inc. April 2011 - Present
New York Life Insurance Company September 2009 - May 2010
University of Connecticut January 2008 - October 2009
Hyman Brickle &Sons June 2006 - June 2007
Pratt & Whitney February 2005 - February 2006
Community Renewal Team February 2003 - May 2003
Education
New York Institute of Technology 2006 — 2008
MBA, Professional Accounting
Central Connecticut State University 2003 — 2005
Bsc., Accounting
TRC Companies, Inc. April 2011 - Present
New York Life Insurance Company September 2009 - May 2010
University of Connecticut January 2008 - October 2009
Hyman Brickle &Sons June 2006 - June 2007
Pratt & Whitney February 2005 - February 2006
Community Renewal Team February 2003 - May 2003
Education
New York Institute of Technology 2006 — 2008
MBA, Professional Accounting
Central Connecticut State University 2003 — 2005
Bsc., Accounting
Thomas Kanaley's New York Life Insurance Company Experience June 1996 - January 2001
Job Member Agent at The Nautilus Group
Industry Financial Services
Experience
The Nautilus Group May 2001 - Present
Triplett Financial & Insurance Services, LLC February 2002 - October 2012
New York Life Insurance Company June 1996 - January 2001
Connecticut Mutual Life 1995 - 1996
Harter Secrest & Emery LLP 1990 - 1995
Skills
Securities, Insurance, Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, 401k, Asset Allocation, Financial Advisory, Business Planning, Disability Insurance, Employee Benefits, Finance, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, IRAs, Investments, Legal Issues, Legal Translation, Life Insurance, Long-term Care, Mutual Funds, Neighborhood Planning, Non-profit Leadership, Non-profit Program..., Retirement, Risk Management, Sales, Small Business, Succession Planning, Wealth Management...
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Vassar College 1982 — 1986
AB, History
The Nautilus Group May 2001 - Present
Triplett Financial & Insurance Services, LLC February 2002 - October 2012
New York Life Insurance Company June 1996 - January 2001
Connecticut Mutual Life 1995 - 1996
Harter Secrest & Emery LLP 1990 - 1995
Skills
Securities, Insurance, Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, 401k, Asset Allocation, Financial Advisory, Business Planning, Disability Insurance, Employee Benefits, Finance, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, IRAs, Investments, Legal Issues, Legal Translation, Life Insurance, Long-term Care, Mutual Funds, Neighborhood Planning, Non-profit Leadership, Non-profit Program..., Retirement, Risk Management, Sales, Small Business, Succession Planning, Wealth Management...
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Vassar College 1982 — 1986
AB, History
Walter Manning's New York Life Insurance Company Experience November 1986 - October 1992
Job Owner, The LMS Group, Inc
Industry Insurance
Experience
The LMS Group, Inc May 1995 - Present
Merrill Lynch October 1992 - April 1995
New York Life Insurance Company November 1986 - October 1992
New York Life Insurance Company May 1983 - October 1986
New York Life July 1974 - April 1983
New York Life Insurance Company May 1970 - June 1974
Skills
Account Management, New Business Development, Sales Management, Sales, Team Building, Strategic Planning, Marketing Strategy, Leadership, Social Networking, Life Insurance, Direct Sales, Entrepreneurship, Customer Service, Negotiation, Health Insurance, Management, Disability Insurance, Marketing
Education
Centenary College of Louisiana 1966 — 1970
BS, Business Administration and Management, General
Highland Park High School 1963 — 1966
The LMS Group, Inc May 1995 - Present
Merrill Lynch October 1992 - April 1995
New York Life Insurance Company November 1986 - October 1992
New York Life Insurance Company May 1983 - October 1986
New York Life July 1974 - April 1983
New York Life Insurance Company May 1970 - June 1974
Skills
Account Management, New Business Development, Sales Management, Sales, Team Building, Strategic Planning, Marketing Strategy, Leadership, Social Networking, Life Insurance, Direct Sales, Entrepreneurship, Customer Service, Negotiation, Health Insurance, Management, Disability Insurance, Marketing
Education
Centenary College of Louisiana 1966 — 1970
BS, Business Administration and Management, General
Highland Park High School 1963 — 1966
Dan Nahorney's New York Life Insurance Company Experience July 2012 - Present
Job Director, Strategic Communications
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company July 2011 - July 2012
Prudential Financial March 2008 - July 2011
The Phoenix Companies January 2007 - March 2008
Self Employed 2002 - 2008
Hartford Life May 2006 - December 2006
Prudential Financial February 2003 - May 2006
Insure.com 2000 - 2002
Ace Audiovisual 1999 - 2000
Skills
Positioning, Insurance, Marketing Communications, Asset Allocation, Financial Services, Workshop Facilitation, Internal Communications, Corporate Communications, Metrics, Product Development, 401k, Marketing Strategy, Strategic Communications, Marketing, Newsletters, Email Marketing, Social Media Marketing, Strategic Planning, Direct Mail, Integrated Marketing, Retirement Planning, Management, Strategy, Series 6, Series 63, Fixed Annuities, Mutual Funds, Editing, Sales, FINRA, Retirement, Direct Marketing, Relationship Management
Education
Central Connecticut State University
BA, Communications
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company July 2011 - July 2012
Prudential Financial March 2008 - July 2011
The Phoenix Companies January 2007 - March 2008
Self Employed 2002 - 2008
Hartford Life May 2006 - December 2006
Prudential Financial February 2003 - May 2006
Insure.com 2000 - 2002
Ace Audiovisual 1999 - 2000
Skills
Positioning, Insurance, Marketing Communications, Asset Allocation, Financial Services, Workshop Facilitation, Internal Communications, Corporate Communications, Metrics, Product Development, 401k, Marketing Strategy, Strategic Communications, Marketing, Newsletters, Email Marketing, Social Media Marketing, Strategic Planning, Direct Mail, Integrated Marketing, Retirement Planning, Management, Strategy, Series 6, Series 63, Fixed Annuities, Mutual Funds, Editing, Sales, FINRA, Retirement, Direct Marketing, Relationship Management
Education
Central Connecticut State University
BA, Communications
Jodie Gahn Borowicz, CPA's New York Life Insurance Company Experience February 2012 - March 2013
Job Nieland & Kosanke, P.C.
Industry Accounting
Experience
Rehmann April 2013 - November 2014
New York Life Insurance Company February 2012 - March 2013
AmeriLife Group April 2010 - March 2011
WellCare Health Plans, Inc. October 2009 - April 2010
WellCare Health Plans, Inc. October 2008 - October 2009
WellCare Health Plans, Inc. June 2006 - October 2008
KPMG LLP 2003 - 2006
Skills
Financial Analysis, GAAP, Sarbanes-Oxley, External Audit, SEC filings, Sarbanes-Oxley Act, Insurance, Auditing, Internal Controls, Strategic Financial..., Process Improvement, Accounting, Financial Modeling, Forecasting, Financial Reporting
Education
Central Michigan University 1999 — 2003
BS in BA, Accounting, Business Law
Rehmann April 2013 - November 2014
New York Life Insurance Company February 2012 - March 2013
AmeriLife Group April 2010 - March 2011
WellCare Health Plans, Inc. October 2009 - April 2010
WellCare Health Plans, Inc. October 2008 - October 2009
WellCare Health Plans, Inc. June 2006 - October 2008
KPMG LLP 2003 - 2006
Skills
Financial Analysis, GAAP, Sarbanes-Oxley, External Audit, SEC filings, Sarbanes-Oxley Act, Insurance, Auditing, Internal Controls, Strategic Financial..., Process Improvement, Accounting, Financial Modeling, Forecasting, Financial Reporting
Education
Central Michigan University 1999 — 2003
BS in BA, Accounting, Business Law
Alexander Cook's New York Life Insurance Company Experience March 2015 - Present
Job Sr. VP / Sr. MD Strategy, Data & Analytics at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - February 2015
New York Life Investments October 2010 - April 2012
Morgan Stanley Investment Management April 2007 - October 2010
JPMorgan September 2005 - March 2007
JPMorgan August 2000 - September 2005
JPMorgan Chase 2000 - 2005
Skills
Strategy, Analytics, Life Insurance, Asset Management, Wealth Management, Business Strategy, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Finance, Management Consulting, Due Diligence, Investment Management, Corporate Development, Strategic Financial..., Mergers, Insurance
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Strategy and Operations Research
Carnegie Mellon University 1984 — 1988
BS, Economics and Decision Sciences
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - February 2015
New York Life Investments October 2010 - April 2012
Morgan Stanley Investment Management April 2007 - October 2010
JPMorgan September 2005 - March 2007
JPMorgan August 2000 - September 2005
JPMorgan Chase 2000 - 2005
Skills
Strategy, Analytics, Life Insurance, Asset Management, Wealth Management, Business Strategy, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Finance, Management Consulting, Due Diligence, Investment Management, Corporate Development, Strategic Financial..., Mergers, Insurance
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Strategy and Operations Research
Carnegie Mellon University 1984 — 1988
BS, Economics and Decision Sciences
Doug Lokrantz's New York Life Insurance Company Experience November 2014 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
PSCU June 2011 - November 2014
PSCU Financial Services May 2006 - May 2011
PSCU February 2002 - May 2006
US Army 1998 - 2001
Skills
Mobile Banking, Mobile Payments, Mobile Technology, Mobile Devices, Mobile Applications, Mobile Design, Strategic Planning, Business Strategy, Strategic Thinking, Strategic Partnerships, Strategic Communications, Payments, Payment Systems, Payment Cards, Payment Industry, Payment Services, Electronic Payments, Loyalty Programs, Gamification, Mobile Commerce, Multi-Channel Commerce, Mobile Wallets, Project Planning, Project Management, Project Coordination, Project Portfolio..., Project Delivery, Agile Project Management, Scrum, PMI, PMP, CSM, Agile Methodologies, NFC, Debit Cards, Credit Cards, E-payments, Payment Card Processing, Business Analysis, Cloud Computing, Product Development, Cards, Financial Services, E-commerce, Credit Unions, Relationship Management, Merchant Services, Solutions Marketing, Executive Management, Gift Cards
Education
Central Michigan University
Master of Science (M.S.), Business Administration, Information Resource Management
Saint Leo University
Bachelor of Arts (BA), Business Administration, Computer Information Systems
New York Life Insurance Company November 2014 - Present
PSCU June 2011 - November 2014
PSCU Financial Services May 2006 - May 2011
PSCU February 2002 - May 2006
US Army 1998 - 2001
Skills
Mobile Banking, Mobile Payments, Mobile Technology, Mobile Devices, Mobile Applications, Mobile Design, Strategic Planning, Business Strategy, Strategic Thinking, Strategic Partnerships, Strategic Communications, Payments, Payment Systems, Payment Cards, Payment Industry, Payment Services, Electronic Payments, Loyalty Programs, Gamification, Mobile Commerce, Multi-Channel Commerce, Mobile Wallets, Project Planning, Project Management, Project Coordination, Project Portfolio..., Project Delivery, Agile Project Management, Scrum, PMI, PMP, CSM, Agile Methodologies, NFC, Debit Cards, Credit Cards, E-payments, Payment Card Processing, Business Analysis, Cloud Computing, Product Development, Cards, Financial Services, E-commerce, Credit Unions, Relationship Management, Merchant Services, Solutions Marketing, Executive Management, Gift Cards
Education
Central Michigan University
Master of Science (M.S.), Business Administration, Information Resource Management
Saint Leo University
Bachelor of Arts (BA), Business Administration, Computer Information Systems
Kathy Yocham's New York Life Insurance Company Experience 1996 - 1998
Job Marketing Consultant
Industry Financial Services
Experience
StanCorp Financial Group, Inc. 2009 - 2014
Pacific Life 2000 - 2005
New York Life Insurance Company 1996 - 1998
Mellon Bank/Dreyfus Retirement Services 1993 - 1996
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
Master of Business Administration (M.B.A.), concentration in strategy and finance
Carnegie Mellon University 1989 — 1993
Bachelor of Science (B.S.), Industrial Management, concentration in marketing
StanCorp Financial Group, Inc. 2009 - 2014
Pacific Life 2000 - 2005
New York Life Insurance Company 1996 - 1998
Mellon Bank/Dreyfus Retirement Services 1993 - 1996
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
Master of Business Administration (M.B.A.), concentration in strategy and finance
Carnegie Mellon University 1989 — 1993
Bachelor of Science (B.S.), Industrial Management, concentration in marketing
Cassiel Shoben's New York Life Insurance Company Experience 2005 - 2006
Job Risk Management
Industry Financial Services
Experience
Royal Bank of Scotland February 2011 - Present
Credit Agricole Corporate Investment Bank October 2009 - February 2011
BlackSheep Capital Management March 2009 - October 2009
Deutsche Bank AG August 2006 - March 2008
New York Life Insurance Company 2005 - 2006
Gunn Allen Financial 2001 - 2004
Sterling Enterprises 1999 - 2000
Skills
Derivatives, Equities, Trading, FX Options, Securities, Hedge Funds, Portfolio Management, Investments, Valuation, Banking
Education
University of South Florida 2000 — 2003
BS, Finance
CEGEP - John Abbott College
Bachelor's degree, Finance, General
Macdonald high
Royal Bank of Scotland February 2011 - Present
Credit Agricole Corporate Investment Bank October 2009 - February 2011
BlackSheep Capital Management March 2009 - October 2009
Deutsche Bank AG August 2006 - March 2008
New York Life Insurance Company 2005 - 2006
Gunn Allen Financial 2001 - 2004
Sterling Enterprises 1999 - 2000
Skills
Derivatives, Equities, Trading, FX Options, Securities, Hedge Funds, Portfolio Management, Investments, Valuation, Banking
Education
University of South Florida 2000 — 2003
BS, Finance
CEGEP - John Abbott College
Bachelor's degree, Finance, General
Macdonald high
Marc Draghi's New York Life Insurance Company Experience November 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company May 2011 - November 2013
New York Life May 2007 - May 2011
Skills
BMC Remedy, Lotus Notes, Active Directory, Windows 7, Technical Support, XP, Troubleshooting, Disaster Recovery, Windows Server, Help Desk Support, SharePoint, Customer Service
Education
Centenary College 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
The College of New Jersey 2004 — 2006
Business Information Systems
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company May 2011 - November 2013
New York Life May 2007 - May 2011
Skills
BMC Remedy, Lotus Notes, Active Directory, Windows 7, Technical Support, XP, Troubleshooting, Disaster Recovery, Windows Server, Help Desk Support, SharePoint, Customer Service
Education
Centenary College 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
The College of New Jersey 2004 — 2006
Business Information Systems
Richard Fort, LUTCF's New York Life Insurance Company Experience August 2003 - Present
Job Passionate Licensed Agent with New York Life Insurance Company helping to protect families and small business owners.
Industry Insurance
Experience
New York Life Insurance Company August 2003 - Present
US Army June 1998 - July 2003
US Army 1983 - 2003
US Army September 1989 - May 1998
Skills
Fixed Annuities, Retirement, Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance, IRAs, Wealth Accumulation, Strategic Planning, Health Insurance, Series 6, 401k Rollovers, Life Insurance, Small Business, Securities, Term Life Insurance, Executive Benefit..., Guaranteed Lifetime..., Permanent Life Insurance, Investments, Retirement Planning, 401k, Estate Planning, College Savings Plans, Mutual Funds, Asset Protection, Annuity Sales, Key Person Protection, Succession Planning, Multi-generational..., Protection..., Gifting Strategies, Business Insurance..., Buy-sell Agreements
Education
The American College 2004 — 2008
LUTCF, Estate Planning, Financial Planning
Central Texas College 1991 — 1993
AS, General
Alhambra High School 1981 — 1983
New York Life Insurance Company August 2003 - Present
US Army June 1998 - July 2003
US Army 1983 - 2003
US Army September 1989 - May 1998
Skills
Fixed Annuities, Retirement, Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance, IRAs, Wealth Accumulation, Strategic Planning, Health Insurance, Series 6, 401k Rollovers, Life Insurance, Small Business, Securities, Term Life Insurance, Executive Benefit..., Guaranteed Lifetime..., Permanent Life Insurance, Investments, Retirement Planning, 401k, Estate Planning, College Savings Plans, Mutual Funds, Asset Protection, Annuity Sales, Key Person Protection, Succession Planning, Multi-generational..., Protection..., Gifting Strategies, Business Insurance..., Buy-sell Agreements
Education
The American College 2004 — 2008
LUTCF, Estate Planning, Financial Planning
Central Texas College 1991 — 1993
AS, General
Alhambra High School 1981 — 1983
Gwen Campbell's New York Life Insurance Company Experience February 2010 - June 2011
Job Experienced Human Resources/Insurance Industry professional
Industry Insurance
Experience
eHealth Insurance August 2015 - Present
Canyons School DIstrict August 2011 - August 2015
New York Life Insurance Company February 2010 - June 2011
Combined Insurance - an ACE Company July 2006 - February 2010
Travelers Insurance December 1994 - January 2005
Travelers Insurance 1995 - 1997
Skills
Group Presentations, PowerPoint, Excel, Human Resources, Management, Training, Strategy, Negotiation, Public Speaking, Marketing, Leadership, Sales, New Business Development, Employee Engagement, Recruiting, Microsoft Excel, Event Planning, Social Networking
Education
Central Connecticut State University 1989 — 1992
B.A., Communication/Journalism
Franklin & Marshall College
Political Science and Government
eHealth Insurance August 2015 - Present
Canyons School DIstrict August 2011 - August 2015
New York Life Insurance Company February 2010 - June 2011
Combined Insurance - an ACE Company July 2006 - February 2010
Travelers Insurance December 1994 - January 2005
Travelers Insurance 1995 - 1997
Skills
Group Presentations, PowerPoint, Excel, Human Resources, Management, Training, Strategy, Negotiation, Public Speaking, Marketing, Leadership, Sales, New Business Development, Employee Engagement, Recruiting, Microsoft Excel, Event Planning, Social Networking
Education
Central Connecticut State University 1989 — 1992
B.A., Communication/Journalism
Franklin & Marshall College
Political Science and Government
Sonya King, J.D., LL.M.'s New York Life Insurance Company Experience June 2010 - Present
Job Senior Advanced Planning Attorney at Northwestern Mutual Life Insurance Company
Industry Insurance
Experience
Northwestern Mutual Life Insurance Company September 2013 - Present
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company 2012 - September 2013
National Underwriter Company July 1998 - June 2010
Eleventh District Court of Appeals January 1996 - June 1998
Skills
Income Tax, Estate Planning, Retirement Planning, Financial Planners, Employee Benefits, ERISA, Life Insurance, Business Planning, Wealth Management, Strategic Financial..., Financial Advisory, Fixed Annuities, 401k, Financial Services, Securities, IRAs, Series 7, Long-term Care, Mutual Funds, Series 63, Investment Advisory, Wealth, Asset Allocation, Disability Insurance, Pensions, Series 6, Personal Finance, Alternative Investments, Small Business, Investment Strategies, FINRA, Term Life Insurance, Asset Management, Investment Management
Education
Case Western Reserve University School of Law 1994 — 1998
LL.M., Taxation
University of Akron School of Law 1991 — 1994
J.D.
Duke University 1979 — 1982
B.A., English
Northwestern Mutual Life Insurance Company September 2013 - Present
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company 2012 - September 2013
National Underwriter Company July 1998 - June 2010
Eleventh District Court of Appeals January 1996 - June 1998
Skills
Income Tax, Estate Planning, Retirement Planning, Financial Planners, Employee Benefits, ERISA, Life Insurance, Business Planning, Wealth Management, Strategic Financial..., Financial Advisory, Fixed Annuities, 401k, Financial Services, Securities, IRAs, Series 7, Long-term Care, Mutual Funds, Series 63, Investment Advisory, Wealth, Asset Allocation, Disability Insurance, Pensions, Series 6, Personal Finance, Alternative Investments, Small Business, Investment Strategies, FINRA, Term Life Insurance, Asset Management, Investment Management
Education
Case Western Reserve University School of Law 1994 — 1998
LL.M., Taxation
University of Akron School of Law 1991 — 1994
J.D.
Duke University 1979 — 1982
B.A., English
Marilyn Coffey, CLU, AALU, FLMI's New York Life Insurance Company Experience 2003 - 2005
Job Life Insurance Professional
Industry Insurance
Experience
New York Life Insurance Company 2003 - 2005
Security Connecticut 1990 - 1996
Education
Central Connecticut State University
B.S., Business Administration
New York Life Insurance Company 2003 - 2005
Security Connecticut 1990 - 1996
Education
Central Connecticut State University
B.S., Business Administration
Johanna Hering's New York Life Insurance Company Experience May 2011 - Present
Job Bilingual Service Assistant III at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
JP Morgan Chase March 2003 - March 2009
Providian Financial 1999 - 2003
Providian Financial 1996 - 1999
Providian Financial 1995 - 1996
Education
Chabot College
General study
New York Life Insurance Company May 2011 - Present
JP Morgan Chase March 2003 - March 2009
Providian Financial 1999 - 2003
Providian Financial 1996 - 1999
Providian Financial 1995 - 1996
Education
Chabot College
General study
Kim Quimby's New York Life Insurance Company Experience 2001 - 2003
Job Director at Girls on the Run Hudson Valley
Industry Nonprofit Organization Management
Experience
Girls on the Run Hudson Valley April 2012 - Present
PepsiCo January 2005 - Present
New York Life Insurance Company 2001 - 2003
Skills
Event Management, Leadership, Management, Marketing, Budgets, Project Planning, Contract Negotiation, Strategic Planning, Public Speaking, Time Management, Coaching, Corporate Communications, Strategy, Program Development
Education
Centenary College
Girls on the Run Hudson Valley April 2012 - Present
PepsiCo January 2005 - Present
New York Life Insurance Company 2001 - 2003
Skills
Event Management, Leadership, Management, Marketing, Budgets, Project Planning, Contract Negotiation, Strategic Planning, Public Speaking, Time Management, Coaching, Corporate Communications, Strategy, Program Development
Education
Centenary College
Dennis Price's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company
Industry Information Services
Experience
New York Life Insurance Company July 2015 - Present
Numerics LLC January 2014 - July 2015
FirstEnergy Solutions - Commodity Structuring & Pricing April 2011 - November 2012
FirstEnergy Solutions - Commodity Operations November 2003 - April 2011
FirstEnergy Solutions - Market Analytics November 1999 - November 2003
Extensive business experience across broad range. June 1974 - October 1999
Skills
401k Rollovers, Annuity Sales, Education Funding..., Estate Planning, Fixed Annuities, Grandchild Gifting, Income Protection, Licensed in Long Term..., Licensed Life Insurance..., Licensed Life and..., Lifetime Income..., Personal Finance, Retirement Income..., Wealth Preservation...
Education
Case Western Reserve University
BS, EE
Ursuline HS
New York Life Insurance Company July 2015 - Present
Numerics LLC January 2014 - July 2015
FirstEnergy Solutions - Commodity Structuring & Pricing April 2011 - November 2012
FirstEnergy Solutions - Commodity Operations November 2003 - April 2011
FirstEnergy Solutions - Market Analytics November 1999 - November 2003
Extensive business experience across broad range. June 1974 - October 1999
Skills
401k Rollovers, Annuity Sales, Education Funding..., Estate Planning, Fixed Annuities, Grandchild Gifting, Income Protection, Licensed in Long Term..., Licensed Life Insurance..., Licensed Life and..., Lifetime Income..., Personal Finance, Retirement Income..., Wealth Preservation...
Education
Case Western Reserve University
BS, EE
Ursuline HS
Valerie Walker's New York Life Insurance Company Experience October 2013 - June 2015
Job Financial Services Professional at MassMutual Michigan Metro
Industry Insurance
Experience
MassMutual Michigan Metro June 2015 - Present
New York Life Insurance Company October 2013 - June 2015
Insurance Advisors, Inc. January 2009 - October 2013
Insurance Advisors, Inc January 2009 - October 2013
Real Green Systems January 2006 - January 2009
Network Medical, Inc January 1999 - January 2001
Telecommunications, Inc January 1992 - January 1999
Skills
Sales, Account Management, Insurance, Selling, Management, Small Business, Customer Service, Sales Process, Sales Presentations, Social Media, Customer Retention, Life Insurance, Long-term Care, Sales Management, Fundraising, Business Succession..., Relationship Management, Long-Term Care Insurance
Education
Central Michigan University 1982 — 1986
Bachelor of Science in Business Admininistration, Bachelor of Applied Arts, Marketing, Broadcasting and Cinematic Arts
Central Michigan University 1982 — 1986
Bachelor of Science (B.S.), Marketing
MassMutual Michigan Metro June 2015 - Present
New York Life Insurance Company October 2013 - June 2015
Insurance Advisors, Inc. January 2009 - October 2013
Insurance Advisors, Inc January 2009 - October 2013
Real Green Systems January 2006 - January 2009
Network Medical, Inc January 1999 - January 2001
Telecommunications, Inc January 1992 - January 1999
Skills
Sales, Account Management, Insurance, Selling, Management, Small Business, Customer Service, Sales Process, Sales Presentations, Social Media, Customer Retention, Life Insurance, Long-term Care, Sales Management, Fundraising, Business Succession..., Relationship Management, Long-Term Care Insurance
Education
Central Michigan University 1982 — 1986
Bachelor of Science in Business Admininistration, Bachelor of Applied Arts, Marketing, Broadcasting and Cinematic Arts
Central Michigan University 1982 — 1986
Bachelor of Science (B.S.), Marketing
Royceanne Westley's New York Life Insurance Company Experience February 2007 - Present
Job Owner, Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2007 - Present
The Plain Dealer June 1996 - July 2005
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Central State University 1986 — 1990
B. A., Communications
John Marshall High School 1983 — 1986
Diploma, English
New York Life Insurance Company February 2007 - Present
The Plain Dealer June 1996 - July 2005
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Central State University 1986 — 1990
B. A., Communications
John Marshall High School 1983 — 1986
Diploma, English
Jason Hassman's New York Life Insurance Company Experience May 2010 - January 2011
Job Client Relationship Manager at ITM|TwentyFirst
Industry Financial Services
Experience
ITMTwentyFirst April 2014 - Present
Generations Financial Group April 2011 - Present
ITMTwentyFirst October 2012 - April 2014
ITMTwentyFirst April 2011 - October 2012
Premier Credit Union November 2010 - April 2011
New York Life Insurance Company May 2010 - January 2011
Brewer Investment Group May 2007 - August 2009
Skills
Life & Health Insurance..., Series 6, Series 63, Long Term Care Insurance, Irrevocable Life..., Personal Trust..., Term Life Insurance, Universal Life, Whole Life, Variable Life, Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Employee Training, Conducting Interviews, Event Planning, Access Database, Insurance, Retirement Planning, Wealth Management, Risk Management, Investments, Banking
Education
Central College 2006 — 2010
Business Management, Marketing and Finance
Central College Abroad
Studied Marketing, Religion and Welsh History
ITMTwentyFirst April 2014 - Present
Generations Financial Group April 2011 - Present
ITMTwentyFirst October 2012 - April 2014
ITMTwentyFirst April 2011 - October 2012
Premier Credit Union November 2010 - April 2011
New York Life Insurance Company May 2010 - January 2011
Brewer Investment Group May 2007 - August 2009
Skills
Life & Health Insurance..., Series 6, Series 63, Long Term Care Insurance, Irrevocable Life..., Personal Trust..., Term Life Insurance, Universal Life, Whole Life, Variable Life, Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Employee Training, Conducting Interviews, Event Planning, Access Database, Insurance, Retirement Planning, Wealth Management, Risk Management, Investments, Banking
Education
Central College 2006 — 2010
Business Management, Marketing and Finance
Central College Abroad
Studied Marketing, Religion and Welsh History
Michael Draney's New York Life Insurance Company Experience April 2013 - Present
Job Financial and Investment Management Professional
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company October 2005 - April 2013
Skills
Mutual Funds, Customer Service, Financial Services, Banking, Asset Management, Investments, Management, Securities, Finance, Cross-functional Team..., Access, Leadership, Insurance, Training, Wealth Management, Risk Management, Microsoft Office, Financial Analysis, Team Building, Microsoft Excel, Public Speaking, Fixed Income
Education
University of Scranton 1999 — 2003
Bachelor of Arts
Centenary College 2010 — 2011
Master of Business Administration, Finance
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company October 2005 - April 2013
Skills
Mutual Funds, Customer Service, Financial Services, Banking, Asset Management, Investments, Management, Securities, Finance, Cross-functional Team..., Access, Leadership, Insurance, Training, Wealth Management, Risk Management, Microsoft Office, Financial Analysis, Team Building, Microsoft Excel, Public Speaking, Fixed Income
Education
University of Scranton 1999 — 2003
Bachelor of Arts
Centenary College 2010 — 2011
Master of Business Administration, Finance
Salvatore Fazzolari's New York Life Insurance Company Experience 2000 - 2005
Job Vice President at Foa & Son Corporation
Industry Insurance
Experience
Foa & Son Corporation September 2015 - Present
York International Agency, LLC 2014 - June 2015
That's Nice, LLC May 2010 - September 2014
HSBC March 2005 - May 2010
New York Life Insurance Company 2000 - 2005
Skills
Sales, Direct Marketing, Project Management, Advertising, Digital Marketing, Lead Generation, Management, Marketing Communications, Account Management, Marketing, Marketing Strategy, Brand Development, Social Media Marketing, Business Development, CRM, New Business Development, Integrated Marketing, Online Advertising, Market Research, Social Media, Strategic Planning, Brand Management, Insurance, Risk Management
Education
Central Connecticut State University 1995 — 1999
Bachelor of Arts (BA), Psychology
Rye High School
Foa & Son Corporation September 2015 - Present
York International Agency, LLC 2014 - June 2015
That's Nice, LLC May 2010 - September 2014
HSBC March 2005 - May 2010
New York Life Insurance Company 2000 - 2005
Skills
Sales, Direct Marketing, Project Management, Advertising, Digital Marketing, Lead Generation, Management, Marketing Communications, Account Management, Marketing, Marketing Strategy, Brand Development, Social Media Marketing, Business Development, CRM, New Business Development, Integrated Marketing, Online Advertising, Market Research, Social Media, Strategic Planning, Brand Management, Insurance, Risk Management
Education
Central Connecticut State University 1995 — 1999
Bachelor of Arts (BA), Psychology
Rye High School
Ruth Ansah's New York Life Insurance Company Experience 2013 - Present
Job Programmer at New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company 2013 - Present
Skills
Troubleshooting, Research, Access, Java, Editing, Databases, MySQL, Eclipse, HTML, SQL, OS X, JavaScript, CSS, Programming, Microsoft Office, OOP, Networking, Business Analysis, Public Speaking, Microsoft SQL Server
Education
Queens College 2005 — 2010
BA, Computer Science
Carnegie Mellon University
New York Life Insurance Company 2013 - Present
Skills
Troubleshooting, Research, Access, Java, Editing, Databases, MySQL, Eclipse, HTML, SQL, OS X, JavaScript, CSS, Programming, Microsoft Office, OOP, Networking, Business Analysis, Public Speaking, Microsoft SQL Server
Education
Queens College 2005 — 2010
BA, Computer Science
Carnegie Mellon University
Chris Strzalkowski's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Primerica April 2014 - September 2014
Mobile Dumpsters LLC August 2012 - April 2014
BBEK Construction LLC August 2011 - April 2014
Skills
Life Insurance, Account Management, Insurance, LGBT Planning, Legacy Planning, Education Funding..., Leadership, Retirement Planning, Licensed Life Insurance..., Lifetime Income..., Networking, Protection..., Retirement, Small Business, Customer Insight, Term Life Insurance
Education
Central Michigan University 2004 — 2011
Health and Physical Education/Fitness
West Bloomfield High School 2000 — 2004
New York Life Insurance Company November 2014 - Present
Primerica April 2014 - September 2014
Mobile Dumpsters LLC August 2012 - April 2014
BBEK Construction LLC August 2011 - April 2014
Skills
Life Insurance, Account Management, Insurance, LGBT Planning, Legacy Planning, Education Funding..., Leadership, Retirement Planning, Licensed Life Insurance..., Lifetime Income..., Networking, Protection..., Retirement, Small Business, Customer Insight, Term Life Insurance
Education
Central Michigan University 2004 — 2011
Health and Physical Education/Fitness
West Bloomfield High School 2000 — 2004
Tim Simmons's New York Life Insurance Company Experience September 2001 - December 2002
Job Managing Partner at McGill Rediger & Simmons Insurance Brokerage
Industry Insurance
Experience
McGill Rediger & Simmons Insurance Brokerage July 2006 - Present
Ohio National Financial Serivces May 2004 - November 2013
Financial Architects January 2003 - April 2004
New York Life Insurance Company September 2001 - December 2002
John Hancock Financial Services January 1999 - August 2001
John Hancock Financial Services December 1996 - December 1998
Skills
Long-term Care, Investments, Disability Insurance, Estate Planning, Strategic Planning, Insurance, Customer Service, Life Insurance, Fixed Annuities, Sales Management, Strategic Financial..., Business Planning, New Business Development, Asset Managment, Account Management, Retirement Planning, Lead Generation, IRAs, Underwriting, Small Business, Retirement, Long Term Care Insurance
Education
Central College
Bachelor of Arts (B.A.), Political Science and Government
Hanover College
McGill Rediger & Simmons Insurance Brokerage July 2006 - Present
Ohio National Financial Serivces May 2004 - November 2013
Financial Architects January 2003 - April 2004
New York Life Insurance Company September 2001 - December 2002
John Hancock Financial Services January 1999 - August 2001
John Hancock Financial Services December 1996 - December 1998
Skills
Long-term Care, Investments, Disability Insurance, Estate Planning, Strategic Planning, Insurance, Customer Service, Life Insurance, Fixed Annuities, Sales Management, Strategic Financial..., Business Planning, New Business Development, Asset Managment, Account Management, Retirement Planning, Lead Generation, IRAs, Underwriting, Small Business, Retirement, Long Term Care Insurance
Education
Central College
Bachelor of Arts (B.A.), Political Science and Government
Hanover College
Josh Ickes's New York Life Insurance Company Experience April 2002 - December 2006
Job Training Coordinator for Jacobs Field Services North America
Industry Oil & Energy
Experience
Jacobs Engineering September 2011 - Present
Jacobs Engineering May 2010 - August 2011
Jacobs Engineering May 2010 - August 2011
New York Life Insurance Company April 2002 - December 2006
Skills
Microsoft Excel, Microsoft Office
Education
Centenary College of Louisiana 1998 — 2002
BS, Business Administration
Jacobs Engineering September 2011 - Present
Jacobs Engineering May 2010 - August 2011
Jacobs Engineering May 2010 - August 2011
New York Life Insurance Company April 2002 - December 2006
Skills
Microsoft Excel, Microsoft Office
Education
Centenary College of Louisiana 1998 — 2002
BS, Business Administration
Via Barias's New York Life Insurance Company Experience June 2003 - April 2004
Job CME Coordinator at St Joeseph Mercy Hospital
Industry Hospital & Health Care
Experience
St Joeseph Mercy Hospital October 2014 - Present
ViSalus February 2013 - October 2014
Leinkin, Ingber & Winters Law Firm October 2011 - February 2013
Farmers Insurance Group - Tim August 2011 - November 2011
Pain Management Center July 2010 - April 2011
Tommys Pizza Franchising, Inc. May 2005 - March 2010
New York Life Insurance Company June 2003 - April 2004
Prudential Financial January 2000 - April 2003
Skills
Property & Casualty..., Life & Health Insurance..., Franchising, Customer Service, Healthcare, Public Speaking, Team Building, Event Planning, Microsoft Office, Strategic Planning, Microsoft Excel, Employee Relations, PowerPoint, Process Scheduler, Leadership, Health Insurance, Insurance, Data Entry
Education
Colorado Technical University 2008 — 2009
Associate's, Business with a concentration on Health Care Management
Central Michigan University 1991 — 1995
Communication
Bishop Foley High School 1990 — 1991
High School Graduate, Communication
Shrine High School 1988 — 1989
High School, Communication
St Joeseph Mercy Hospital October 2014 - Present
ViSalus February 2013 - October 2014
Leinkin, Ingber & Winters Law Firm October 2011 - February 2013
Farmers Insurance Group - Tim August 2011 - November 2011
Pain Management Center July 2010 - April 2011
Tommys Pizza Franchising, Inc. May 2005 - March 2010
New York Life Insurance Company June 2003 - April 2004
Prudential Financial January 2000 - April 2003
Skills
Property & Casualty..., Life & Health Insurance..., Franchising, Customer Service, Healthcare, Public Speaking, Team Building, Event Planning, Microsoft Office, Strategic Planning, Microsoft Excel, Employee Relations, PowerPoint, Process Scheduler, Leadership, Health Insurance, Insurance, Data Entry
Education
Colorado Technical University 2008 — 2009
Associate's, Business with a concentration on Health Care Management
Central Michigan University 1991 — 1995
Communication
Bishop Foley High School 1990 — 1991
High School Graduate, Communication
Shrine High School 1988 — 1989
High School, Communication
Cohinta Cory Alzate's New York Life Insurance Company Experience January 2001 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
Skills
Licensed Life Insurance..., Annuity Sales, Retirement Planning, 401k Rollovers, Asset Protection, Estate Planning, Key Person Insurance, LUTCF
Education
Chabot College 1980 — 1982
Associate of Arts (A.A.), Tourism and Travel Services Management
NYLIFE Securities LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
Skills
Licensed Life Insurance..., Annuity Sales, Retirement Planning, 401k Rollovers, Asset Protection, Estate Planning, Key Person Insurance, LUTCF
Education
Chabot College 1980 — 1982
Associate of Arts (A.A.), Tourism and Travel Services Management
Peter Parisi's New York Life Insurance Company Experience February 2008 - April 2008
Job Vice President at Lab Test Products Inc.
Industry Machinery
Experience
Lab Test Products Inc. May 2008 - Present
New York Life Insurance Company February 2008 - April 2008
Sixth Avenue Electronics October 2003 - May 2007
Education
Centenary College 2008 — 2010
MBA, Business Administration
Centenary College 2004 — 2008
Bachelor's, Business Administration
Lab Test Products Inc. May 2008 - Present
New York Life Insurance Company February 2008 - April 2008
Sixth Avenue Electronics October 2003 - May 2007
Education
Centenary College 2008 — 2010
MBA, Business Administration
Centenary College 2004 — 2008
Bachelor's, Business Administration
Teresa Haworth's New York Life Insurance Company Experience May 2008 - October 2010
Job Customer Service Professional
Industry Insurance
Experience
New York Life Insurance Company May 2008 - October 2010
Spherion Staffing Services April 2007 - May 2008
CNA Surety/Western Surety October 2004 - July 2005
Skills
Insurance, Customer Service, Life Insurance, Data Entry, Fixed Annuities, Microsoft Office, Outlook, Time Management, Team Building
Education
Cedar Valley College 1987 — 1991
Associate's Degree, Office Careers, 3.25
New York Life Insurance Company May 2008 - October 2010
Spherion Staffing Services April 2007 - May 2008
CNA Surety/Western Surety October 2004 - July 2005
Skills
Insurance, Customer Service, Life Insurance, Data Entry, Fixed Annuities, Microsoft Office, Outlook, Time Management, Team Building
Education
Cedar Valley College 1987 — 1991
Associate's Degree, Office Careers, 3.25
Harvey Forstag's New York Life Insurance Company Experience January 2013 - Present
Job
Industry
Experience
New York Life Insurance Company January 2013 - Present
Skills
Legal Writing, Litigation, Research, Legal Research, Public Speaking
Education
Capital University Law School 1977 — 1980
Doctor of Law (JD), Law
New York Life Insurance Company January 2013 - Present
Skills
Legal Writing, Litigation, Research, Legal Research, Public Speaking
Education
Capital University Law School 1977 — 1980
Doctor of Law (JD), Law
Joe Cirencione, LUTCF, CLTC's New York Life Insurance Company Experience June 1978 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 1978 - Present
Skills
Certified for Long Term..., Earned LUTCF Designation, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Long-term Care, Retirement, Whole Life, IRAs, Long Term Care Insurance, Insurance, Universal Life, Health Insurance, Estate Planning, 401k, Series 6, Financial Planners, Mutual Funds, Strategic Financial..., College Savings Plans
Education
American College 2008 — 2010
LUTCF, Business, Retirement, & Long.Term Care Planning
Cayuga County Community College 1967 — 1970
AAS, Business Administration
New York Life Insurance Company June 1978 - Present
Skills
Certified for Long Term..., Earned LUTCF Designation, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Long-term Care, Retirement, Whole Life, IRAs, Long Term Care Insurance, Insurance, Universal Life, Health Insurance, Estate Planning, 401k, Series 6, Financial Planners, Mutual Funds, Strategic Financial..., College Savings Plans
Education
American College 2008 — 2010
LUTCF, Business, Retirement, & Long.Term Care Planning
Cayuga County Community College 1967 — 1970
AAS, Business Administration
Vincent Hilton's New York Life Insurance Company Experience August 2012 - July 2013
Job Investigator at Background Check Central
Industry Writing and Editing
Experience
Background Check Central September 2013 - Present
Sherlock Investigations, Inc. September 2013 - Present
New York Life Insurance Company August 2012 - July 2013
Central Michigan University August 2011 - August 2012
Central Michigan University August 2009 - May 2010
Skills
Research, Analysis, Leadership, Insurance, Public Speaking, Microsoft Office, Customer Service, Teaching, Fundraising, Time Management, Marketing, Social Media, Social Networking, Microsoft Excel, Event Planning, PowerPoint, Sales, Training, Accounting, Social Media Marketing, Community Outreach, Marketing Communications, Photoshop, Finance, Leadership Development, Microsoft Word, JavaScript, C++, Ruby on Rails, HTML Scripting, Linux
Education
Central Michigan University 2011 — 2013
Master of Arts (M.A.), History, 3.8
Central Michigan University 2006 — 2011
Bachelor of Science, History and Political Science
Background Check Central September 2013 - Present
Sherlock Investigations, Inc. September 2013 - Present
New York Life Insurance Company August 2012 - July 2013
Central Michigan University August 2011 - August 2012
Central Michigan University August 2009 - May 2010
Skills
Research, Analysis, Leadership, Insurance, Public Speaking, Microsoft Office, Customer Service, Teaching, Fundraising, Time Management, Marketing, Social Media, Social Networking, Microsoft Excel, Event Planning, PowerPoint, Sales, Training, Accounting, Social Media Marketing, Community Outreach, Marketing Communications, Photoshop, Finance, Leadership Development, Microsoft Word, JavaScript, C++, Ruby on Rails, HTML Scripting, Linux
Education
Central Michigan University 2011 — 2013
Master of Arts (M.A.), History, 3.8
Central Michigan University 2006 — 2011
Bachelor of Science, History and Political Science
Blake Dickson's New York Life Insurance Company Experience Financial Advising$
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Financial Advising$
Skills
Long Term Care, Life Insurance, Health Insurance
Education
Centenary College of Louisiana 2006 — 2008
Bachelor's of Science
New York Life Insurance Company Financial Advising$
Skills
Long Term Care, Life Insurance, Health Insurance
Education
Centenary College of Louisiana 2006 — 2008
Bachelor's of Science
Glenn Lambert's New York Life Insurance Company Experience October 1965 - January 1986
Job Program Director at TBN Nejat Television
Industry Broadcast Media
Experience
TBN Nejat Television August 2011 - Present
Capital Christian Center May 1991 - July 2003
Judson Baptist Church February 1990 - May 1991
Missionary January 1986 - January 1990
New York Life Insurance Company October 1965 - January 1986
Skills
Television, Teaching, Nonprofits, Office Management, Video Production, Music Scheduling, Preaching, Volunteer Management, Public Speaking, Broadcast, Customer Service, Team Building, Business Networking
Education
Central Bible College 1952 — 1955
Pastoral Ministries, Bible/Biblical Studies
TBN Nejat Television August 2011 - Present
Capital Christian Center May 1991 - July 2003
Judson Baptist Church February 1990 - May 1991
Missionary January 1986 - January 1990
New York Life Insurance Company October 1965 - January 1986
Skills
Television, Teaching, Nonprofits, Office Management, Video Production, Music Scheduling, Preaching, Volunteer Management, Public Speaking, Broadcast, Customer Service, Team Building, Business Networking
Education
Central Bible College 1952 — 1955
Pastoral Ministries, Bible/Biblical Studies
Earl Burton's New York Life Insurance Company Experience February 2003 - Present
Job Financial Service Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2003 - Present
Martinsburg Bank & Trust November 1998 - February 2003
Skills
Strategic Financial..., Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Estate Planning
Education
Central Methodist College 1988 — 1992
Bachelor of Arts (BA), Accounting
Wellsville-Middletown R-1
New York Life Insurance Company February 2003 - Present
Martinsburg Bank & Trust November 1998 - February 2003
Skills
Strategic Financial..., Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Estate Planning
Education
Central Methodist College 1988 — 1992
Bachelor of Arts (BA), Accounting
Wellsville-Middletown R-1
Korie Loson's New York Life Insurance Company Experience March 2014 - April 2014
Job Care Value
Industry Insurance
Experience
Care Value Insurance Marketing 2014 - Present
New York Life Insurance Company March 2014 - April 2014
Loson's Big M 1999 - August 2013
Skills
Marketing, Microsoft Office, Retail, Recruiting, PowerPoint, Strategic Planning, Social Media, Inventory Management, Customer Satisfaction, Microsoft Excel, Customer Service, Public Speaking, Operations Management, Sales Management
Education
Cayuga County Community College
Associate of Arts and Sciences (AAS), Business Administration
Care Value Insurance Marketing 2014 - Present
New York Life Insurance Company March 2014 - April 2014
Loson's Big M 1999 - August 2013
Skills
Marketing, Microsoft Office, Retail, Recruiting, PowerPoint, Strategic Planning, Social Media, Inventory Management, Customer Satisfaction, Microsoft Excel, Customer Service, Public Speaking, Operations Management, Sales Management
Education
Cayuga County Community College
Associate of Arts and Sciences (AAS), Business Administration
Sharon Orlando's New York Life Insurance Company Experience September 1983 - August 1987
Job Instructional Aide at Hunterdon County Educational Services Commission
Industry Education Management
Experience
Hunterdon County Educational Services Commission September 2011 - Present
East Amwell Township School September 2006 - June 2011
PriceWaterhouseCoopers November 1998 - October 1999
AT&T September 1987 - March 1997
New York Life Insurance Company September 1983 - August 1987
Skills
organized,..., excellent writing..., able to learn and..., Excel, PowerPoint,...
Education
Centenary College 2001 — 2004
Certification in Elementary Education, Education
Chubb Institute for Computer Technology
Certificate of completion, COBOL, Structured Design, JCL
Douglass College
Bachelor of Science (BS), Human Nutrition and Food Service Administration
Hunterdon County Educational Services Commission September 2011 - Present
East Amwell Township School September 2006 - June 2011
PriceWaterhouseCoopers November 1998 - October 1999
AT&T September 1987 - March 1997
New York Life Insurance Company September 1983 - August 1987
Skills
organized,..., excellent writing..., able to learn and..., Excel, PowerPoint,...
Education
Centenary College 2001 — 2004
Certification in Elementary Education, Education
Chubb Institute for Computer Technology
Certificate of completion, COBOL, Structured Design, JCL
Douglass College
Bachelor of Science (BS), Human Nutrition and Food Service Administration
Evan J. Reich's New York Life Insurance Company Experience August 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
American Income Life Insurance Company May 2011 - August 2013
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Education Funding, Disability Insurance, Recruiting
Education
Central Connecticut State University
Bachelor's degree, Planning, Marketing
New York Life Insurance Company August 2013 - Present
American Income Life Insurance Company May 2011 - August 2013
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Education Funding, Disability Insurance, Recruiting
Education
Central Connecticut State University
Bachelor's degree, Planning, Marketing
William Gallo's New York Life Insurance Company Experience May 2006 - August 2007
Job Assistant Director of Operations
Industry Medical Devices
Experience
RK Manufacturing Corp January 2008 - Present
New York Life Insurance Company May 2006 - August 2007
Skills
Operations Management, Manufacturing Operations, Statistical Data..., Strategic Planning, Workforce Planning, Supply Chain Management, Medical Devices, System Administration, Project Management, Internal Audit, ISO 13485, SOP Development, Work Instructions, BOM management, Purchasing, Inventory Control, International Shipping, Access, Crystal Reports, Sequel
Education
Pace University-Pleasantville/Briarcliff Campus
Accounting
Central Connecticut State University
Accounting
RK Manufacturing Corp January 2008 - Present
New York Life Insurance Company May 2006 - August 2007
Skills
Operations Management, Manufacturing Operations, Statistical Data..., Strategic Planning, Workforce Planning, Supply Chain Management, Medical Devices, System Administration, Project Management, Internal Audit, ISO 13485, SOP Development, Work Instructions, BOM management, Purchasing, Inventory Control, International Shipping, Access, Crystal Reports, Sequel
Education
Pace University-Pleasantville/Briarcliff Campus
Accounting
Central Connecticut State University
Accounting
Rosalind Franklin's New York Life Insurance Company Experience March 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
Farmers Insurance October 2010 - April 2011
United Insurance Company of America September 2009 - September 2010
Education
Case Western Reserve University
Master of Library & Information Science (MLIS), Library and Information Science
The College of Wooster
Bachelor of Arts (B.A.), Sociology
New York Life Insurance Company March 2013 - Present
Farmers Insurance October 2010 - April 2011
United Insurance Company of America September 2009 - September 2010
Education
Case Western Reserve University
Master of Library & Information Science (MLIS), Library and Information Science
The College of Wooster
Bachelor of Arts (B.A.), Sociology