New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life Insurance Company January 2013 - Present
Coldwell Banker Commercial Real Estate September 2012 - December 2012
The Ledger Media Group January 2012 - April 2012
The Ledger Media Group 2012 - 2012
Wizard™ International, Inc. 2010 - 2010
Skills
Advertising, Microsoft Office, Adobe Creative Suite, Social Media Marketing, Marketing, Digital Media, Graphic Design, Event Planning, InDesign, Customer Service, Photoshop, PowerPoint, Illustrator, Account Management, Salesforce.com, Social Networking, Fluent in German, Project Management, General Contracting
Education
University of Washington 2014 — 2014
Project Management Certification
Florida Southern College 2010 — 2012
Bachelor of Arts (B.A.), Advertising and Public Relations
Chapman University 2009 — 2010
B.A.
Kamiak
Kamiak
New York Life Insurance Company June 2009 - Present
Skills
Financial Services, Insurance
Education
Chadron STate College in Chadron, Nebraska 2003 — 2008
Bachelor's degree
Chadron State College
Robert Half Finance & Accounting August 2014 - Present
New York Life Insurance Company May 2013 - August 2014
Executive Office Suites February 2012 - April 2013
Fiddler's Rock Communications (FRC Marketing) February 2010 - June 2010
Albert Haynesworth December 2009 - February 2010
Doumar Martin, PLLC July 2009 - December 2009
TEAM Enterprises September 2006 - January 2008
Skills
Marketing, Sales, Training, College Recruting, Customer Service, Talent Acquisition, Staff Retention, Outlook, QuickBooks, Accounting, Time Management, Interviews, Social Networking, Corporate Recruiting, Building Relationships, Event Planning, Social Media, Event Management, Interviewing, Recruiting, Financial Recruiting, Staff Development, Onboarding, Facebook, Executive Coaching, Screening Resumes, Hiring Employees, Microsoft Office, Organization, Applicant Tracking..., Performance Measurement, Employee Engagement, Marketing Research, College Recruiting, Human Resources, Hiring, Alcoholic Beverages, Craft Beer
Education
Christopher Newport University
Communications
Thomas Nelson Community College
JPMorgan Chase & Co. May 2015 - Present
New York Life Insurance Company May 2013 - July 2014
AIR Commercial Real Estate December 2012 - July 2013
Celtic Leasing Corp. August 2012 - March 2013
Langoor August 2011 - November 2011
Wells Fargo August 2009 - July 2011
Skills
Financial Analysis, Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Customer Service, Marketing, Leadership
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Real Estate & International Business, 3.2 GPA
Mater Dei High School 2004 — 2008
Union Pacific Railroad October 2013 - Present
Werner Enterprises January 2008 - September 2013
State Farm Insurance September 2005 - December 2007
New York Life Insurance Company January 2005 - September 2005
Skills
Accident Investigation, Negotiation, Mediation, Settlement Conferences, Outstanding Customer..., Claims, Litigation Management, Transportation, Operations Management, Property Damage, Trials, Process Improvement, Sales, Liability, Legal Liability, Casualty, Subrogation, Claims Management, Claim Investigation, Liability Analysis, Claims Resolution, Claims Handling, General Insurance, Property, Insurance, Corporate Law, Claim
Education
Chadron State College 1999 — 2004
BA, Business Administration
Liberty Mutual Insurance March 2015 - Present
Liberty International Underwriters December 2012 - March 2015
AIG January 2012 - December 2012
Chartis January 2006 - January 2012
Chartis 2006 - 2008
New York Life Insurance Company January 2003 - December 2005
Skills
Financial Reporting, Insurance, Actuarial Science, Reserving, Accident & Health, Actuarial pricing, Accident, Actuaries, Fixed Annuities, Life Insurance, Economic Capital, Solvency II, Reinsurance, General Insurance, Underwriting, A&H, Property & Casualty..., Brokers, Risk Management
Education
City University of New York-Brooklyn College 1999 — 2002
BS, Mathematics
New York Life Insurance Company May 2012 - Present
NYLIFE Securities, LLC April 2009 - May 2012
RT Funding Corp December 2002 - June 2009
FSU, Inc. June 1995 - December 2002
MacTavish Furniture Industries, Division of Aaron Rents, Inc. October 1992 - June 1995
Education
The American College 2009 — 2013
LUTCF, Insurance
Charter Oak State College 1986 — 1988
Bachelors, Business Administration
Missouri State University 1984 — 1987
Accounting, Industrial Engineering
University of Missouri-Saint Louis 1981 — 1983
Accounting
Jefferson College 1979 — 1981
Associates, Accounting
New York Life Insurance Company 2013 - Present
TCA Wireless October 2003 - 2013
0pen Source 2010 - 2011
Virtualcomm Wireless June 2001 - October 2003
Skills
Business Strategy, Marketing Strategy, Start-ups, Entrepreneurship, Leadership, Advertising, Social Media Marketing, Social Media, Microsoft Office, Public Relations, Business Development
Education
Chaminade University of Honolulu
Aiea High School
New York Life Insurance Company April 2015 - Present
New Little Rock Baptist Church 2005 - 2014
Shelby Metro Basketball Clinic June 2012 - July 2013
Skills
Life & Health Insurance..., Protection Planning, Leadership, Customer Service, Public Speaking, Team Building, Coaching, Social Networking, Basketball Coaching, Sports Management, Athletics, Team Leadership, Sports Marketing
Education
Christian Brothers University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Sport Management
White Station High School 2006 — 2010
High School Diploma, General Studies
New York Life Insurance Company February 2010 - Present
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company October 2009 - Present
AHRC New York City July 2007 - October 2009
Virgin Atlantic Airways November 2005 - July 2007
Skills
Business Service..., Public Speaking, Research, Customer Service, Nonprofits, Microsoft Office, Small Business, Social Media, Strategic Planning, Marketing, Program Management, Public Relations, Retirement, Investments, Analysis
Education
City University of New York 2007 — 2009
Business, Management, Marketing, and Related Support Services
Tribhuvan university In Nepal 1998 — 2002
Master's degree, Sociology and Anthropology
MassMutual San Diego August 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - August 2015
NYLIFE Securities LLC December 2013 - July 2014
New York Life Insurance Company March 2011 - July 2014
Education
NYLIC University 2011 — 2012
Chaffey College 1997 — 2001
Green Mountain Coffee Roasters June 2013 - February 2015
New York Life Insurance Company June 2008 - August 2008
Green Mountain Coffee Roasters June 2006 - August 2007
Skills
Product Marketing, Brand Management, Marketing Strategy, Consumer Products, Product Development, Cross-functional Team..., Marketing, Competitive Analysis, Marketing Management, Customer Insight, FMCG, Market Analysis, Market Planning, Trade Marketing, Product Launch
Education
Champlain College
Bachelor of Science (BS), Business Administration and Management, General
The Rose Group Park Ave December 2014 - Present
Jennifer's Cake Designs April 2003 - Present
Le Cirque October 2013 - November 2014
Village Crown - Esprit Events Catering August 2011 - May 2012
Naturally Delicious Caterers May 2011 - July 2011
JPMorgan Chase August 1999 - October 2008
New York Life Insurance Company 2007 - 2008
Deutsche Bank 2002 - 2006
American Express 1988 - 1999
American Express 1988 - 1999
Education
French Culinary Institute 2010 — 2011
Culinary, Classic Pastry Arts
Institute of Culinary Education 2002 — 2004
Certification, Pastry Arts
City University of New York 1990 — 1995
BS, Finance, Economics
New York Life Insurance Company January 2013 - Present
Bankers Life and Casualty Company September 2011 - January 2013
Sprouts Farmers Market March 2005 - December 2010
Skills
Retirement Planning, 401(k) rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Hamilton High School 2000 — 2003
High School Diploma, General Education
Chandler/Gilbert Community College 2003 — 2004
Music Theory and Audio Engineering
Conservatory of Recording Arts and Sciences 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Audio Engineering
Nigel's Good Food Catering April 2010 - Present
Nigel's Good Food April 2010 - December 2014
New York Life Insurance Company 2007 - 2009
Vickery's Bar & Grill 1999 - 2008
Skills
Food, Customer Service, Entrepreneurship, Food Safety, Menu Development, Catering, Trade Marketing, Cooking, Food Service, Training, Food & Beverage, Event Management, Management, Hospitality, Marketing
Education
Charleston Southern University
Charlotte School of Law August 2011 - May 2014
New York Life Insurance Company November 2009 - February 2011
Fiscal and Economic Research Center , UW- Whitewater December 2008 - October 2009
University of Wisconsin - Whitewater September 2007 - August 2009
University of Wisconsin - Richland May 2006 - August 2008
Skills
Corporate Finance, Leadership, Market Analysis, Research, Legal Writing, Legal Research, Litigation, Statistics, SPSS, Westlaw, Lexis, SAS, Data Analysis, Financial Analysis, Microsoft Office, Project Management, PowerPoint, Social Media, Competitive Analysis, Microsoft Word, Customer Service, Sales, Access, Microsoft Excel, Policy, Analysis, Finance, Public Speaking, Economics
Education
Charlotte School of Law 2011 — 2014
Doctor of Law (J.D.), Law
University of Wisconsin-Whitewater 2007 — 2009
BBA, Double major in Economics and Finance
New York Life Insurance Company November 1987 - Present
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, 401k, Series 63, Series 6, IRAs, Long Term Care Insurance, Life Insurance, Securities, Wealth Management, Disability Insurance, Financial Planning, 401k Rollovers, Customer Service
Education
Essex Junction Educational Center Champlain College 1978 — 1983
Associate of Science (AS), Business Administration and Management, General
Champlain College
Associate's degree, Business Administration and Management, General
Symantec April 2015 - Present
Symantec September 2014 - April 2015
Symantec August 2013 - September 2014
Symantec May 2013 - July 2013
Enterprise Rent-A-Car October 2010 - August 2012
New York Life Insurance Company January 2009 - October 2010
Skills
Sales Management, Customer Satisfaction, Inbound Marketing, Sales, Customer Service, Call Centers, Cold Calling, Information Security, Customer Experience, Sales Operations, Customer Retention, Account Management, CRM, Salesforce.com, Sales Process, Leadership, Security, Direct Sales, Selling, Team Building, Inventory Management, Insurance, Solution Selling, Lead Generation, Sales Presentations, B2B, SaaS, Channel Partners, Enterprise Software
Education
Northwest Christian College 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Chapman University 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Sheldon High School 1999 — 2003
High School Diploma
Steve Wilson-State Farm February 2012 - Present
Glen Neely State Farm April 2007 - October 2013
Roger Beeler-State Farm October 2006 - March 2007
Northwestern Mutual May 2003 - September 2006
New York Life Insurance Company January 1999 - December 2002
New York Life Insurance Company January 1990 - December 1998
Skills
Disability Insurance, Public Speaking, Strategic Planning, Insurance, Fixed Annuities, Long-term Care, Whole Life, Small Business, Term Life Insurance, Life Insurance, Retirement Planning, Marketing, Health Insurance, Marketing Strategy, Critical Illness, Retirement, Management, Commercial Insurance, Universal Life, IRAs, Health Savings Accounts, Estate Planning, 401k, 401k Rollovers, Financial Services
Education
City University of New York City College 1960 — 1962
Associate of Arts and Sciences (AAS), Electrical Engineering Technologies/Technicians
New Utrecht High School, Brooklyn N.Y. 1957 — 1960
Academic
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company June 2013 - Present
AIG 2012 - 2013
Skills
Retirement Planning, Permanent Life Insurance, Relationship Building, Business Insurance..., IRA Rollovers, Customer Satisfaction, Term Life Insurance, Long-term Care, Estate Planning, Buy-sell Agreements, Risk Management, IRAs, Wealth Management, Financial Services, Insurance, Life Insurance
Education
City College of San Francisco
Galileo Academy of Science & Technology
San Francisco State University
Wells Fargo August 2014 - Present
New York Life Insurance Company June 2014 - July 2014
Prudential Financial November 2013 - June 2014
Glendora Chevrolet August 2011 - October 2013
Cal Poly Pomona August 2007 - July 2011
Skills
Banking, Life Insurance, Health Insurance, Portfolio Management, Finance, Real Estate, Business Law, Sales, Management, Public Speaking, Automotive Sales..., Automotive Technology, Automotive Marketing, Sales Process, Microsoft Office, Microsoft Word, Microsoft Excel, Higher Education, Social Media, Teamwork, Facebook, Time Management
Education
Citrus College
Associate's Degree
New York Life Insurance Company January 2014 - Present
The Honey Pot December 2011 - October 2013
Nashelle October 2006 - November 2010
Merenda 2002 - 2003
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Health Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Universal Life, 401k, Series 6, Financial Planners, Small Business, Problem Solving, Wealth Preservation..., Networking, Personal Finance, Finance, Financial Planning
Education
Culinary Institute of America 1999 — 2001
Associate of Arts (A.A.), Baking and Pastry Arts/Baker/Pastry Chef
Manchester Central High School 1993 — 1997
High School
Chatham University
Biology, General
University of New Hampshire
Microbiology, General
NYLIFE Securities LLC September 2007 - Present
New York Life Insurance Company September 2007 - Present
Skills
Retirement Planning, Estate Planning, Multi-generational..., Wealth Preservation..., Securities, Licensed Life Insurance..., Investments, Small Business..., Gifting Strategies, Assest Protection, Annuity Sales, Key Person Protection, 401(k) Rollovers, Financial Services, IRAs
Education
San Francisco State University 2005 — 2007
Bachelor of Science (BS), Accounting and Finance
City College of San Francisco 2001 — 2004
Associate of Science (A.S.), Accounting and Finance
Daily Herald Media Group February 2015 - Present
FOBA / Fres Oquendo Boxing Academy January 2011 - Present
iQ Rentals April 2014 - January 2015
New York Life Insurance Company June 2012 - October 2013
Online Cafe January 2011 - June 2012
Winslow Research Institute March 2009 - May 2012
Chicago Park District January 1996 - October 2008
Skills
Licensed Life & Health..., Certified Business..., Personal Development, Employer Development, Applicant Screening, Personality and..., Website Development, Website Creation, Website Building, Personality, Recruiting, Non-profits, Nonprofits, Staff Development, Sales, Program Management, Insurance, Strategy, Entrepreneurship, Lead Generation, Finance, Public Speaking, Team Building
Education
Le Cordon Bleu 2001 — 2004
Associates, Applied Sciences
Chicago State University
Cordon Bleu
Associates Degree, Applied Sciences
JPMorgan Chase & Co. May 2015 - Present
New York Life Insurance Company 2014 - 2015
Christ the King Regional High School 2013 - 2014
The New York Public Library 2011 - 2013
Maspeth Town Hall September 2008 - August 2012
Skills
Permanent Life Insurance, Retirement Planning, College Funding..., Term Life Insurance, Long Term Care Insurance, Mathematics, Research, Teaching, Spanish, Public Speaking, Customer Service
Education
City University of New York City College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Eagle Strategies, LLC June 2015 - Present
New York Life Insurance Company November 2012 - June 2015
Jungen & Co. Financial Advisers/Eagle Strategies LLC September 2009 - November 2012
Mirkovich & Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., IRAs, Fixed Annuities, Long-term Care, Investments, Mutual Funds, Retirement, Life Insurance, 401k, Series 7, Series 63, Financial Advisory, Wealth Accumulation, Investment Strategies, Series 6, FINRA, Wealth Management, Portfolio Management, Estate Planning, Financial Services, Finance, Financial Planning
Education
University of Wisconsin-Madison - School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
City University London
Business
New York Life Insurance Company June 2013 - Present
Garrison Printing Company March 2012 - June 2013
Consortium Companies January 2011 - March 2012
Old York Road Printing 2010 - 2011
Triune Color 2004 - 2010
Skills
New Business Development, Account Management, Sales, Direct Marketing, Project Management, Marketing Communications, Marketing, Lead Generation, Marketing Strategy, B2B, Social Media Marketing, Digital Marketing, Email Marketing, Advertising, Sales Management, Social Media
Education
City University of New York
St A's
American Benefit Services, Inc. August 2014 - Present
Grace Alone Ministry (Sola Gratia Centre) June 2009 - Present
Bankers Life and Colonial Penn March 2014 - July 2014
New York Life Insurance Company November 2013 - December 2013
Colonial Life Insurance August 2013 - November 2013
Aflac Insurance May 2012 - May 2013
Liberty National Insurance March 2012 - April 2012
Changed Lives Ministry April 2008 - May 2009
Defense Finance and Accounting Service April 1985 - January 2008
United States Department of Defense June 1995 - May 2001
Skills
Producer License..., Limestone College 135..., Non-profits, Leadership Development, Public Speaking, Teaching, Fundraising, Team Building, Strategic Planning, Community Outreach, Leadership, Organizational..., Budgets, Coaching, Staff Development, Research, Ethics, Volunteer Management, Training, Higher Education, Microsoft Office, Small Business, Social Media, Nonprofits, Recruiting, Program Management, Policy, Government, Contract Negotiation, Event Planning, Employee Benefits, Insurance, Sales, Program Development, Customer Service, Management, Public Relations
Education
SC Producers License 2012 — 2012
SC Certification: Producers License for Life Accident & Health Insurance, Insurance
Limestone College 2005 — 2008
24 hours Accounting/Business Law, Accounting
Trident Technical College 1995 — 1995
6 hours, Computer Science
Charleston Southern University 1976 — 1981
Bachelor of Science (BS), Clinical Psychology
College of Charleston 1980 — 1980
Bachelor's degree, Clinical Counseling under then direction of Dr. Roitch.
CEA Study Abroad November 2014 - Present
SHRM of Greater Phoenix December 2013 - Present
GET Phoenix Young Professionals October 2011 - December 2014
MassMutual Financial Group April 2012 - November 2014
New York Life Insurance Company May 2007 - March 2012
New York Life Insurance Company March 2006 - May 2007
Skills
Recruiting, Employee Relations, Talent Acquisition, Human Resources, Organizational..., Training, Compensation & Benefits..., Compensation Strategies, Deferred Compensation, Benefits Design, Employee Benefits, Defined Benefit
Education
Chapman University 2008 — 2010
Master's degree, Human Resource Management; Organizational Leadership
Quinnipiac University 2004 — 2007
Bachelor of Science, Psychology; Industrial/Organizational Psychology
Arts and Business Council 2012 — 2012
Business on Board Program, Non-Profit Board Management
ECA 2000 — 2004
Dance
New York Life Insurance Company November 2010 - Present
New England Financial 2008 - 2009
Farmers Insurance Group 2004 - 2008
State Farm Insurance 2001 - 2004
AT&T Wireless 1996 - 2001
Skills
Pensions, Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, Whole Life, Retirement Planning, Universal Life, Long Term Care Insurance, Key Person Insurance, Series 6, Series 63, 401k Rollovers, 529 Plans, Insurance, Retirement, Securities
Education
City College of San Francisco 1994 — 1998
Reid Matsushima (Northwestern Mutual) November 2013 - July 2015
First American Title November 2012 - September 2013
New York Life Insurance Company June 2009 - November 2012
Epilepsy Warriors Foundation June 2011 - July 2012
Ameriprise Financial Services, Inc. March 2007 - March 2009
Skills
Office Administration, Sales Management, Microsoft Office, Pages, Keynote, Numbers, Client Services, Sales Support, Client Retention, Insurance, Financial Planning, Accounts Payable, Accounts Receivable, Epilepsy, Health Insurance, Non-profits, Grant Writing, Strategic Financial..., System Administration, Fundraising, Retirement Planning, Nonprofits, Event Planning, Community Outreach, Training, Customer Service, Customer Retention
Education
Chaminade University of Honolulu 1999 — 2003
BA
ACE Group January 2012 - Present
New York Life Insurance Company January 2009 - July 2011
AIA November 2006 - December 2008
National Australia Bank December 2003 - November 2006
Westpac Bank January 2002 - May 2003
ASIC July 1999 - December 2001
IOOF October 1998 - June 1999
ASIC January 1998 - October 1998
Financial Planning Association of Australia August 1994 - December 1997
Australian Banking Industry Ombudsman September 1990 - August 1994
Skills
Risk, Compliance, Governance, Compliance Management, AML, Risk Management, Corporate Governance, Banking, Insurance, Policy, Wealth Management, Financial Planning, Change Management, Strategic Planning, Coaching, Privacy, Investigations, Fraud, Negotiation, Financial Risk, Strategy, Retail Banking, Financial Services, Mergers & Acquisitions, Securities, Privacy Law, Strategic Financial..., Operational Risk, Financial Regulation, Regulations, FCPA, Corporate Law, Internal Audit, Executive Management, Operational Risk..., KYC, Business Process..., Analysis, Enterprise Risk..., Management, Legal Compliance, Investments, Finance, Litigation Management, OFAC, Reinsurance, Securities Regulation, Risk Assessment, Insurance Law, Sanction
Education
Deakin University 2004 — 2008
LLB (Hons)
Charles Sturt University 2003 — 2006
Grad Dip Compliance (with Distinction)
Deakin University 1999 — 2003
LLM, Consumer Protection
Deakin University 1996 — 1998
MComLaw, International Law (Asia)
Deakin University 1988 — 1996
BCom, Accounting, Economics, Commerical Law
University of Adelaide 1980 — 1983
BA, English, History, Pschology
Retirement Solutions-The Calvert Bibb Agency 2009 - Present
New York Life Insurance Company 2007 - 2009
Alfa Insurance 2000 - 2006
Tennis 1991 - 2000
United States Air Force 1987 - 1991
Skills
Indexed Annuities, 401k, Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Health Insurance, Universal Life, Long-term Care, Whole Life, Property & Casualty..., Retirement, Term Life Insurance, Commercial Insurance, Retirement Planning, Financial Planners, Guaranteed Lifetime..., Licensed Life & Health..., Employee Benefits, General Insurance, Financial Services
Education
Chapman University 1988 — 1990
Sports Medicine
University of North Alabama 1984 — 1985
BS, Health PE and Management
Samford 1982 — 1984
Jefferson State Community College 1980 — 1982
Building Science
Mountain Wine & Spirits December 2001 - December 2013
New York Life Insurance Company February 1978 - December 2000
Skills
Sales, Business Management, People Skills, Business Strategy, Business Planning, Team Building, Customer Relations, Management Consulting, Leadership
Education
Chadron State College 1971 — 1975
BA, Business Administrations
Wentworth Military Academy, Lexington MO 1968 — 1971
High School
J.P. Morgan January 2015 - Present
JPMorgan Chase & Co. November 2014 - January 2015
Research Foundation of The City University of New York September 2013 - May 2014
New York Life Insurance Company January 2014 - March 2014
Vidal & Associates March 2012 - January 2013
Skills
Finance, Analysis, Spanish, Research, Statistics, Data Analysis, Public Speaking, Economics, Microsoft Office, Leadership, Econometrics, Market Research, Social Networking, SPSS, Macroeconomics, Analytical Skills, Microsoft Word, Empirical Research, Computer Proficiency, Microeconomics, Derivatives, Time Management, Microsoft Excel, Financial Modeling, Teamwork, Statistical Data..., PowerPoint, Client Liaison, Manage Client..., Insurance, Due Diligence, LexisNexis, Business Process..., Private Banking, Banking, Strategy
Education
City University of New York City College 2011 — 2014
Master's Degree, Financial Economics - Colin Powell School for Civic and Global Leadership, 3.64 - Magna Cum Laude
Rutgers University-New Brunswick 2002 — 2006
Epicurean Management Limited May 2015 - Present
The Chef Driven Group March 2014 - May 2015
The Chef Driven Group September 2014 - April 2015
GP's Hamilton Park June 2012 - March 2014
Aegis Global June 2011 - June 2012
New York Life Insurance Company September 2009 - December 2011
Del Frisco's Double Eagle Steakhouse November 2003 - November 2008
Sikara Designs Group September 2003 - June 2007
Mount Snow Ski Resort November 2001 - April 2003
Skills
Customer Service, Accounting, Personal Development, Financial Planning, Customer Relations, New Business Development, Microsoft Office, Management, Strategic Financial..., Human Resources, Strategy, Marketing, Leadership, Training, Business Development, Sales, Hiring, Event Management, Social Media Marketing, Budgets, Restaurants
Education
City University of New York 2007 — 2008
BA, Business Management
The College of St Rose
New York Life Insurance Company September 2009 - Present
RTC January 2002 - November 2008
RTC January 1999 - January 2002
RTC January 1995 - January 1999
RTC January 1993 - January 1995
Waste Management, Inc. 1992 - 1993
Waste Management, Inc. 1990 - 1992
Kestrel, Inc 1989 - 1990
Education
City Colleges of Chicago 2009 — 2009
Computer Science
Moraine Valley Community College 2009 — 2009
Computer Science
Northern Illinois University 1985 — 1989
MBA
Chicago State University 1979 — 1981
BS, Computer Science
Leo High School - Chicago 1972 — 1976
YMCA of Greater New York August 2009 - Present
New York Life Insurance Company June 2012 - Present
Asphalt Green August 2002 - April 2009
CCNY August 2002 - July 2007
Skills
Non-profits, Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Excel, Strategic Planning, Event Planning, Leadership, Project Management, Microsoft Word, Budgets, Program Management, Editing, Social Media, Event Management, Teaching, Sales, Financial Analysis, Volunteer Management
Education
City University of New York City College 2002 — 2007
M.A. Cum Laude, International Relations Political Economics
City University of New York-Hunter College 2005 — 2007
M.A, International Urban Planning
University of Buenos Aires 1995 — 1998
B.A., Philosophy, Economics, and Law
New York Life Insurance Company August 2006 - Present
Purdue Pharma L.P. January 2004 - January 2006
Traub Lieberman Straus & Shrewsberry LLP January 2002 - June 2003
AXA US January 1996 - January 1998
Skills
Series 7, Arbitration, Mediation, Regulatory Compliance, Regulatory Analysis, Complaint Investigations, Suitability Analysis, Claims Resolution, Insurance Coverage..., Errors & Omissions
Education
Quinnipiac University School of Law
Doctor of Law (J.D.), Law
City University of New York City College
Bachelor of Arts (B.A.), Psychology
Risk Consultant June 2013 - Present
New York Life Insurance Company December 2012 - June 2013
Freelance July 2010 - December 2012
Rose Associates 1985 - 2010
with the Building Service Health Fund January 1982 - July 1985
Skills
Risk/Liability/Property..., Fund Reconciliations, Negotiation, Client Service, Educator, HR Consulting, Real Estate, Property Management, Risk Management, Insurance, Property & Casualty..., Investments, Investment Properties, Asset Managment, Claims Management, Liability, Financial Analysis, Budgets, Underwriting, Customer Service, Condos, Leases, Analysis, Commercial Insurance, Legal Liability, Professional Liability, Property, Casualty, Asset Management, Portfolio Management, Finance, Reinsurance, Brokerage, Employee Benefits, Workers Compensation, Brokers, Lecturing, Commercial Real Estate, Management, Strategy, Umbrella Insurance, Claim, Employment Practices..., Due Diligence, Commercial Lines, Casualty Insurance
Education
City University of New York 1977 — 1981
BA, Sociology
GuideSpark April 2015 - Present
ZeroTurnaround January 2015 - March 2015
ZeroTurnaround June 2014 - December 2014
New York Life Insurance Company May 2013 - August 2013
Liberty Mutual Insurance May 2012 - August 2012
Hickok & Boardman, Inc. December 2011 - January 2012
Skills
Leadership, Business Development, Customer Service, Microsoft Excel, Public Speaking, Sales, Salesforce.com, Property & Casualty..., Insurance, Swim Instruction, Time Management, Teamwork, Smooth Jazz, Event Planning
Education
Denison University 2010 — 2014
Bachelor's Degree, Economics
Charles University in Prague 2012 — 2012
PT Gaming, LLC November 2013 - August 2014
Golden Gate Market July 2008 - August 2013
New York Life Insurance Company February 2007 - January 2009
Education
College of San Mateo 2013 — 2014
Associate's Degree, Accounting
San Jose State University 2004 — 2006
Bachelor of Science (BS), Finance, General
City College of San Francisco 2001 — 2004
Associate of Arts (AA), Business Administration and Management, General
TEKsystems June 2015 - Present
Maxim Healthcare Services September 2012 - June 2015
Maxim Healthcare Services April 2011 - September 2012
Maxim Healthcare Services April 2011 - March 2012
LFG Tax November 2008 - April 2011
New York Life Insurance Company 2008 - 2009
National City Bank April 2007 - November 2008
Skills
Recruiting, Healthcare, Staffing Services, Interviews, Sales, Account Management, Temporary Placement, New Business Development, Talent Management, Sales Management, Coaching, Performance Management, Training, Hiring, Leadership, Building Relationships, Finance, Screening Resumes, Employee Benefits, Relationship Building, Healthcare Management, Management, Customer Service
Education
Western International University 2005 — 2009
Charleston Southern University 2004 — 2005
Business
GLSEN November 2014 - Present
KristinaVillarini.com October 2009 - Present
SarderTV June 2014 - November 2014
Villarini Maclean March 2012 - November 2014
Phaze2 February 2011 - September 2012
UncommonGoods August 2011 - January 2012
Nijah Productions June 2010 - July 2011
Cornerstone Research October 2007 - April 2010
New York Life Insurance Company September 2004 - March 2007
Hyrian March 2007 - 2007
Skills
Technical Recruiting, Corporate Communications, Blogging, Editing, Content Development, Brand Communication, Creative Writing, Resume Writing, Applicant Tracking..., Recruitment/Retention, Technical Writing, Social Media, CMS, Tumblr, Writing, Mac, Press Releases, Web Content, Social Networking, Marketing, Copywriting, Facebook, WordPress, Public Relations, Entertainment, Digital Marketing, SEO, Storytelling, Copy Editing, Interviews, Newsletters, New Media, Content Management, Journalism, Online Marketing, Video Production, Email Marketing, Digital Media, Content Strategy, Digital Strategy, Publishing, Creative Direction, Lead Generation, Editorial, Social Media Measurement, Magazines, Marketing Strategy, Social Media Marketing, Brand Awareness, Publicity
Education
Brooklyn College 2004 — 2007
English Language and Literature, General
Northeastern University 2011 — 2012
Certificate, Organizational Communication
Transamerica June 2014 - Present
New York Life Insurance Company September 2012 - June 2014
Comcast July 2011 - July 2012
Traci Jones, Broker January 1995 - July 2012
I-GO Car Sharing July 2009 - July 2011
Skills
Insurance, Finance, Retirement, Accounting, Management, Real Estate, Analysis, Tax, Cost Accounting, Sales, Healthcare, Customer Service, Marketing, Contract Negotiation, Selling
Education
Chicago State University 1991 — 1995
Bachelor's degree
Queen of Peace High School
High School Diploma
New York Life Insurance Company June 2007 - Present
Institute of International Education January 2006 - January 2007
Time Inc. 2004 - 2006
TIAA-CREF May 2000 - October 2003
Skills
Financial Analysis, Finance, Insurance, Process Improvement, Business Analysis, Financial Modeling, Vendor Management, Financial Reporting, Business Process..., Management, SAP, Analysis, Strategic Planning, Relationship Management, General Ledger, Cross-functional Team..., Outsourcing, Leadership, Financial Services, Risk Management, Strategic Financial..., Strategy, Accounting, Forecasting
Education
City University of New York 2000 — 2003
Bachelor's Degree, Economics, 3.6
New York Life Insurance Company 2006 - 2009
Lincoln Financial Group 2003 - 2005
Wachovia Secutities 2002 - 2003
Skills
Long-term Care, Nonprofits, Social Media, Event Management, Strategic Financial..., Strategic Planning, Life Insurance, Fundraising, Public Speaking, Leadership, Retirement Planning, Investments, Retirement, Fixed Annuities, Insurance, Estate Planning
Education
Cheyney University of Pennsylvania
NYLIFE Securities LLC July 2009 - Present
New York Life Insurance Company July 2009 - Present
Skills
Mutual Funds, Investments, Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Bloomberg, Microsoft Excel, Financial Advisory, Estate Planning, Risk Management, Microsoft Word, Financial Reporting, Series 63, Retirement, Series 6, College Savings Plans, Financial Accounting, Mentoring New Hires, Wealth Management, 401k Rollovers, Disability Insurance, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Wealth Protection..., Wealth Transfer..., Leadership, Life Insurance, IRAs
Education
Fordham University 1993 — 1995
MS, Human Resource Education and Organizational Development
City University of New York City College 1971 — 1975
BS, Economics
NYLIFE Securities LLC September 2010 - Present
New York Life Insurance Company October 2008 - Present
Aon Human Capital Services March 2001 - August 2008
Skills
Team Building, Strategic Planning, Employee Benefits, Customer Relations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Income Protection, Investments, Key Person Protection, Legacy Planning, Life Insurance..., Long Term Care Insurance, Mutual Funds, Permanent Life Insurance, Retirement Income..., Retirement Planning, Risk Management, Supplements to Employee..., Performance Management, Marketing, Management, Sales
Education
Brooklyn College 1998 — 2001
Master of Arts (MA), Industrial and Organizational Psychology
Saint John's University 1994 — 1998
Bachelor of Arts (BA), Psychology
New York Life Insurance Company October 2014 - Present
Us Army Reserves January 1998 - Present
Cumberland County Schools July 2012 - April 2013
Aon Hewitt September 2000 - April 2005
Skills
401k Rollovers, Annuity Sales, Employee Benefits, Life & Health Insurance..., Retirement Planning, Public Speaking, Business Networking, Problem Solving, Customer Service, Sales, Social Media Marketing, Leadership, Strategic Planning, Team Building
Education
Rockford University 2006 — 2009
Master's degree, Education, 3.05
Robert Morris University - Illinois 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.35
College of Lake County 1997 — 1999
Associate of Arts (A.A.), General Studies
Chaminade University of Honolulu 1995 — 1997
Physical Sciences, 3.0
Waukegan Township 1990 — 1994
Diploma, General Studies, LOL!!!
Low Voltage/IT Architectural Planning Consultant, 3D Modeler 1998 - Present
TouristFlorida.com January 1999 - December 2014
New York Life Insurance Company January 1996 - March 1998
Smith Barney January 1987 - January 1996
Skills
AutoCAD, Revit, Architectural Drawings, Architecture, BIM, Microsoft Office, AutoCAD Architecture, CAD, Interior Architecture, 3D Modeling, IT Solutions, 3D Architectural..., Structured Cabling, Audio Visual System..., Security System Design, Low Voltage Design, Telecommunications..., Business Management, Web Design, Paralegal, SEC filings, Business Planning, Open Office, Inventory Control, Tourism, Voice/data Planning, Market Research, Marketing Management, Business Law, Image Processing, Astronomy, Legal Compliance, Fiduciary Documents, Animation, Blender, Business Communications, Document Management, Technical Documentation, Product Specification, Proofreading, QuickBooks, Audio System Design, Team Leadership, Network Architecture, Photoshop
Education
City University of New York
Bachelor of Science, with Honors, Business Management, Minor in Marketing
City University of New York
Associate in Applied Science, with Honors, Business Management
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2012 - February 2014
New York Life Insurance Company February 2010 - August 2012
MetLife April 2004 - January 2010
Prudential Financial February 2001 - March 2004
Skills
Fixed Annuities, Retirement, Retirement Planning, Long-term Care, Estate Planning, Mutual Funds, IRAs, Long Term Care Insurance, Disability Insurance, Insurance, Financial Services, Wealth Management, Life Insurance, Series 63, Financial Planning, 401k
Education
City University of New York 1989 — 1991
Master's Degree, Finance
City University of New York 1986 — 1989
Master's Degree, English Language and Literature, General
Northwestern University Xian China 1981 — 1984
Master's Degree, Comparative Literature
Anthem August 2015 - Present
Vector Security February 2015 - Present
New York Life Insurance Company January 2013 - January 2015
FIBA August 1996 - June 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, College Savings Plans, Fixed Annuities, Insurance, IRAs, Series 6, Long Term Care Insurance, Variable Annuities, Sports Management, Leadership, 401k, Life Insurance
Education
Virginia State University 2010 — 2012
Bachelor of Science (BS), Sports Management
Christopher Newport University
Brown Brothers Harriman February 2015 - Present
CoatChex December 2014 - February 2015
New York Life Insurance Company September 2014 - December 2014
JPMorgan Chase & Co. September 2013 - September 2014
Staples March 2011 - November 2013
Skills
Customer Service, Public Speaking, Strategic Planning, Problem Solving, Acoustic Guitar, Inventory Management, Management, Teamwork, Social Media
Education
City University of New York-Brooklyn College 2011 — 2015
B.B.A. Business Administration with concentration in finance and investments, Accounting and Finance, 3.0
Daily Content Media December 2014 - Present
Ballantine Digital Media September 2013 - October 2014
New York Life Insurance Company October 2012 - May 2013
Green Building Research Institute July 2011 - June 2012
Border Media October 2010 - December 2010
Chaminade University December 2008 - July 2010
Skills
Social Media Marketing, Social Networking, SEO, Online Advertising, Social Media, Marketing, Market Research, Event Management, Leadership, Digital Marketing, Event Planning, Entrepreneurship, Online Marketing, Digital Media, Business Development, Audio Engineering, Logic Pro, Pro Tools, Final Cut Pro, Sales Operations, Social Media Measurement, Operations Management, Public Relations, Blogging, Media Relations, Web Marketing, SMO, Facebook, Marketing Communications, Marketing Strategy, New Media, Inbound Lead Generation, Inbound Marketing, Social Media Consulting, Social Media Advertising, HubSpot, CSS, HTML, HTML5, Email Marketing, Web Design, Web Development, Web Analytics, Web Content, Content Strategy, Content Management
Education
Chaminade University of Honolulu 2008 — 2010
M.B.A., Business
St. Mary's University 2002 — 2006
B.A., Political Science
MassMutual Greater Washington July 2013 - Present
New York Life Insurance Company October 2012 - July 2013
Farmers Insurance Group of Companies July 2012 - October 2012
Friendship Public Charter School June 2009 - June 2010
Amerisave Mortgage Corporation January 2006 - July 2009
Skills
Sales, Entrepreneurship, Insurance, Licensed Life Insurance..., Protection..., Estate Planning, Legacies, Wealth Preservation..., Gifting Strategies, Key Person Protection, Term Life Insurance, Property & Casualty..., Life Insurance, Fixed Annuities, Disability Insurance, Training, Long-term Care, Long Term Care Insurance, Protection..., Customer Service, Retirement, Financial Services, Finance
Education
Brooklyn College
School of Science
VETERANS RECOGNITION COMMITTEE January 2013 - Present
State of Maryland 1980 - Present
H&R Block January 1976 - April 2001
CAMBRIDGE WIRE CLOTH CO. January 1969 - August 1977
New York Life Insurance Company January 1975 - January 1977
Skills
Customer Service, Government, Program Management, Microsoft Office, Public Speaking, Strategic Planning, Marketing Strategy, Negotiation, New Business Development, Nonprofits
Education
H&R BLOCK 1977 — 2001
EMPLOYEED 25= YEARS, tax preperation, all levels
Chesapeake College 1996 — 1996
COMPUTERS
DELTECH 1971 — 1972
ENGLISH 1& 2
Coldwell Banker Residential Brokerage November 2012 - March 2013
New York Life Insurance Company October 2008 - July 2012
Meadowbrook Pointe/The Beechwood Organization March 2006 - August 2008
Rockview Capital March 2005 - February 2006
Arcade Marketing January 1999 - February 2005
Bel-Aire Associates October 1993 - January 1999
Skills
Effective Communicator, Procedure Development, Customer Service, Process Improvement, Proofreading, Time Management, Administrative..., Management, Organization &..., Data Management and..., Event..., Financial Transaction..., Project Management, Client Relations, Team Builder, Multi Tasking, Budgets, Spreadsheets, Marketing, Team Building, Leadership, Microsoft Word, Microsoft Office, Administrative...
Education
City University of New York-Brooklyn College
Bachelor of Arts, Education
Advocate Health Care June 2012 - Present
New York Life Insurance Company 2011 - June 2012
Celestial Technology Solutions November 2008 - April 2009
Joint Commission 2000 - 2008
University of Chicago Hospitals June 1998 - December 2000
Advocate Health Care 1982 - 1999
Skills
Healthcare, Project Planning, Process Improvement, Access, Business Analysis, Project Management, Database Design, Hospitals, SharePoint, Data Analysis, Team Building, Healthcare Information..., Program Management, Business Intelligence, Visio, Software Development, HIPAA, Software Documentation, Cerner, Leadership, Testing, Information Technology, Training, Healthcare Management, Requirements Analysis, EHR, SDLC, Analysis, EMR, Quality Assurance, Troubleshooting, Vendor Management
Education
Elmhurst College 1993 — 1995
Elmhurst Management Program Certification
City Colleges of Chicago-Richard J Daley College 1979 — 1981
Associate of Science (A.S.), Applied Science - Computer Science
Villanti Printers January 2012 - Present
Curtis 1000 January 2012 - March 2015
Greater Dover Chamber of Commerce 2012 - 2014
New York Life Insurance Company December 2009 - December 2011
The National Federation of Independent Business July 2004 - September 2005
Kaycan Ltd. June 2003 - July 2004
NFIB January 2000 - June 2003
Heritage Ford, Inc. September 1992 - January 2000
Skills
Direct Mail, Non-profits, Fundraising, Cold Calling, Customer Relations, Account Management, Strategic Planning, Consultative Selling, Outlook, B2B, Selling, Customer Service, Direct Marketing, Multi-channel Marketing, Nonprofits, Marketing, Management, Training, New Business Development, Sales, Marketing Communications, Analytics, Small Business, Time Management
Education
Champlain College 1982 — 1984
Associates, Accounting
Champlain College
Associates Degree Accounting, Accounting and Business/Management
Drew University 1999 - Present
New York Life Insurance Company 1997 - 2007
Chestnut Hill College January 2000 - January 2005
PNC Financial Services Group 1992 - 1997
Chemical Bank 1981 - 1992
Skills
Leadership, Management, Process Improvement, Program Management, Project Management, Public Speaking, Retail Banking, Strategic Planning
Education
Drew University 2011 — 2016
D.Litt, IrIsh/ Irish American History
Drew University 2008 — 2010
MLitt, Irish History
Chestnut Hill College 1965 — 1969
BA, History
New York Life Insurance Company March 2004 - Present
Chase Manhattan Corporation August 1999 - March 2004
Education
City University of New York 1984 — 1988
Bachelor of Science, Economics
New York Life Insurance Company June 2015 - Present
SRL Business Management Consulting April 2013 - June 2015
Holy Virgin Protection Orthodox Church March 2000 - June 2015
Saint Zosima Church Supply LLC June 2008 - March 2013
Ciba 1986 - December 2009
Consulting September 2001 - May 2008
Phoenix Products Company September 1998 - October 2001
CIBA-Geigy Corporation September 1991 - February 1997
ciba Geigy 1991 - 1997
CIBA-Geigy Corporation September 1988 - September 1991
Skills
Strategy, Management, Business Strategy, Program Management, Strategic Planning, Product Management, Management Consulting, Negotiation, Project Planning, Purchasing, Procurement, Budgets, Sales, Product Development, Marketing Strategy, Risk Management, Marketing, Leadership, Cross-functional Team..., Public Relations, Global Sourcing, Customer Service, Team Building, New Business Development, Change Management, Logistics, Start-ups, Proposal Writing, Business Planning, Pricing, Operations Management, Life Insurance, Retirement Planing, Asset Protection, Estate Planning, Public Speaking, Analysis, Project Management, Research, Microsoft Office, Social Media, Finance, Nonprofits, Business Development, Event Management, Team Leadership, Contract Negotiation
Education
Iona College 1972 — 1974
Masters in Business Administration, Marketing and Finance
City University of New York City College 1966 — 1972
B.Sc., Organic Chemistry; Pure Chemistry
New York Life Insurance Company June 2015 - Present
NAA Life September 2014 - Present
Allstate February 2015 - June 2015
Vivid Seats April 2014 - September 2014
NoStigmas.Org October 2013 - December 2013
Skills
Data Entry, Qualitative Research, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft outlook, Social Media, Management, Sales, Marketing, Outlook, Customer Service, PowerPoint, Team Building
Education
Chicago State University 2012 — 2014
Liberal Arts and Sciences/Liberal Studies, 3.0
Chicago State University
Association of National Advertisers August 2015 - Present
MediaHound PR December 2014 - May 2015
MediaHound PR June 2014 - December 2014
Tulane University September 2012 - January 2014
New York Life Insurance Company May 2013 - August 2013
Inspiyr.com August 2012 - November 2012
Inspiyr.com May 2012 - August 2012
Skills
Social Media, Facebook, Public Relations, Research, Event Planning, Editing, Media Relations, Marketing Communications, Marketing, Fundraising, Community Engagement, Communication, Microsoft Office, PowerPoint, Microsoft Word, WordPress, Customer Service
Education
Tulane University 2011 — 2014
Bachelor of Science (B.S.), Communications and Psychology
Charles University in Prague 2011 — 2011
Communication, General
New York Life 紐約人壽 March 2011 - Present
臺灣國際紐約人壽副總經理 January 2010 - December 2010
中國海爾紐約人壽國際聯合副總裁 October 2007 - December 2009
New York Life Insurance Company April 2004 - October 2007
New York Life Insurance Company June 2003 - April 2004
New York Life Insurance Company January 2002 - June 2003
New York Life Insurance Company July 1997 - January 2002
Alan Lee Law Office December 1995 - July 1997
Hebei Provincial Government July 1992 - December 1995
Skills
Insurance, Sales Management, Strategy, Training, Recruiting, Risk Management, Marketing, Budgets, Business Strategy, Public Speaking, Sales, Business Development, Time Management, Chinese, Strategic Planning, Sales Operations, Government, Analysis, Business Planning, Mentoring, Budgeting, Business Insurance...
Education
The American College 2011 — 2015
CLU, CFP Curriculum, Financial Planning and Services
Shanghai University of Finance and Economics 2008 — 2010
City University of New York 1995 — 1996
Master's Degree, English Literature (British and Commonwealth), A-
Hebei University, China
B.A., British Literature
New York Life Insurance Company July 2015 - Present
Apartments.com January 2015 - July 2015
Advocate Health Care May 2008 - March 2013
Skills
Life Insurance, Retirement Planning, Asset Protection, Long Term Care Insurance, Multi-generational..., 401k Rollovers, Gifting Strategies, Small Business, Golf Instruction, Junior Golf, Coaching, Sports, Higher Education, Microsoft Office, Fundraising, Editing, Volunteer Management, Public Relations, Athletics
Education
Chicago State University 2008 — 2013
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
New York Life Insurance Company June 2006 - Present
New York Life Insurance Company June 2004 - Present
Skills
Life Insurance, Retirement Planning, Universal Life, Whole Life, Long-term Care, Business Planning, Financial Services, 401k Rollovers, Mutual Funds, Estate Planning, Account Management, Investments, Variable Annuities, Term Life Insurance, Retirement Income..., Business Plannin, Asset Protection, Grandchild Gifting, Business Insurance..., Business Succession..., Education Funding..., Employee Benefits, Fixed Annuities, Gifting Strategies, Income Protection, Management, Key Person Protection, Legacy Planning, Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Training, Research, Leadership, Wealth Transfer..., Sales
Education
The City College of New York-CUNY 1998 — 2003
Bachelor’s Degree, Communication, General
New York Life Insurance Company September 2008 - September 2012
Starbucks April 2003 - June 2008
Skills
Social Media, Blogging, Microsoft Office, Social Networking, Sales, Social Media Marketing, Digital Marketing, Microsoft Excel, Customer Service, Staff Supervision, Public Relations, Google Analytics, Dreamweaver, Photoshop, Social Media Measurement, Case Managment, Office Administration, Digital Photography, Lightroom, Music Production, Highly Detailed, Employee Training, Email Marketing, Content Marketing, PowerPoint, Microsoft Word
Education
New School University 2012 — 2015
Master of Science (MS), Media Management
City University of New York City College 2004 — 2007
Bachelor of Arts (B.A.), Psychology
New York Life Insurance Company October 2014 - Present
City of Salem Community Police Review Board March 2014 - Present
City of Salem Human Rights and Advisory Commission June 2013 - Present
City of Salem Parks and Recreations Advisory Board June 2013 - Present
Salem Business Journal January 2013 - Present
Equitable Finance Company January 2014 - October 2014
Clear View Oregon, LLC January 2013 - January 2014
Rockstar Hardscapes, LLC November 2012 - October 2013
Chemeketa Community College September 2011 - December 2012
Salem Keizer Education Foundation September 2010 - June 2011
Skills
Public Speaking, Small Business, Estate Planning, Retirement Planning, Leadership, Life Insurance, Legacies, Customer Satisfaction, Personal Finance, 401k Rollovers
Education
Oregon State University 2013 — 2015
Bachelor's Degree, Political Science and Government
Chemeketa Community College 2011 — 2013
AAOT
New York Life Insurance Company June 2011 - Present
John Hancock Financial Services 2009 - 2011
MetLife Insurance Company 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Insurance Agents, Financial Advisory, Brokerage, Investments, Retirement Planning, Annuities, Estate Planning, Retirement Solutions, College Savings Plans, 401 K Rollovers, 529 Plans, Insurance Strategies, Investment st, Asset Allocation, Retirement Income..., Investment Advisory, Protection, Saving for Education, Whole Life, Universal Life, Term Life Insurance, Long Term Care, Roth IRA, IRA's, IRA Rollovers, SEP, Mortgage Protection, Disability Insurance, Charitable Giving, Investment Strategies, Pensions, Deferred Compensation, Portfolio Management, Alternative Investments, Personal Finance, High Net Worth..., Employee Benefits, Succession Planning, IRAs, Fixed Annuities, Retirement, Long-term Care, 401k, Life Insurance, Securities, Financial Services, Long Term Care Insurance
Education
City University of New York
Masters in Business Administration, Finance
University of London
Advanced Level (A-Level), Economics
Rapt Media August 2015 - Present
Getty Images April 2014 - August 2015
Getty Images January 2011 - April 2014
Getty Images January 2006 - December 2010
Getty Images January 2003 - December 2005
Getty Images January 2002 - December 2002
Getty Images May 2000 - December 2001
New York Life Insurance Company May 1995 - May 2000
Skills
Business Development, Building Relationships, Marketing Management, Multimedia, Partnerships, Digital Asset Management, Sales Management, Project Management, Video Production, Licensing, Contract Negotiation, Strategic Partnerships, Strategy, Product Marketing, Video, Account Management, Advertising, CRM, Digital Marketing, Digital Media, Digital Photography, Entrepreneurship, Leadership, Marketing, Negotiation, New Business Development, New Media, Online Advertising, Photography, Sales, Social Media Marketing, Business Strategy, Cross-functional Team..., Strategic Planning, Lead Generation
Education
City University of New York-Brooklyn College 2000 — 2003
MA
City University of New York-Brooklyn College 1988 — 1992
BA
New York Life Insurance Company January 2014 - Present
Search Inc. June 2013 - July 2013
Berkeley College April 2009 - June 2013
Decorative Hardware Direct, Inc. February 2008 - February 2009
Town Sports International October 2003 - January 2007
Skills
Life Insurance, Employee Benefits, Licensed to Sell..., Customer Service, Protection Planning, Annuity Sales, Building Relationships, Multi-generational..., Retirement Income..., Public Speaking, Multi-generational..., AARP, Community Outreach, Estate Planning, Financial Analysis, Long Term Care Insurance, Recruiting, Income Protection, Business Insurance..., Interviews, Sales, Training, Management, College Recruiting, Networking, Staff Development, Cold Calling, Team Leadership, Leadership, Leadership Development, Sales Management, Time Management, Baking, New Hire Orientations, Coaching, Career Development, Employee Training, Team Management, Talent Acquisition, Teaching, Screening Resumes, Hiring, Interview Preparation, New Client Acquisitions, Marketing Strategy, Sales Presentations
Education
City University of New York City College 1995 — 2000
Bachelor of Arts (B.A.), Psychology
New York Life Insurance Company
Skills
Sales, Finance, Insurance, Retirement, Tax, Life Insurance, Customer Service, Retirement Planning, Management, Accounting, Leadership, Risk Management
Education
City University of New York City College 2007 — 2010
Master of Arts (MA) Economics, B.A./M.A. Economics
Concept Technology June 2013 - Present
Black Box Network Services July 2012 - June 2013
Crosslin Technologies February 2012 - July 2012
Advanced Network Solutions November 2004 - February 2012
Dell 2003 - 2004
Farley Insurance Services 2002 - 2003
New York Life Insurance Company 1999 - 2002
Skills
ShoreTel, LAN-WAN, Sales Process, Business Continuity, Virtualization, Telephony, Microsoft Technologies, VoIP, Wireless Networking, Structured Cabling, Sales Presentations, Sales Operations, Data Center, IT Management, Disaster Recovery, Managed Services, Telecommunications, Unified Communications, Direct Sales, Network Administration, Solution Selling, Cisco Technologies, Network Security, Security, Networking, VMware, New Business Development, Management, Professional Services, Cloud Computing, Sales, Leadership, MPLS, Wireless, Salesforce.com, Enterprise Software, VPN, SaaS, Firewalls, Storage, Channel Partners, Vendor Management, Integration, Network Design, Call Centers, Selling, WAN
Education
Chattanooga State Community College
Red Bank High School
New York Life Insurance Company January 2014 - Present
New York Life Insurance Company December 2010 - January 2014
The Guardian Life Insurance Company of America June 2009 - December 2010
The Guardian Life Insurance Company of America June 2007 - June 2009
The Guardian Life Insurance Company of America March 2006 - June 2007
Skills
Valuation, Prophet, Actuarial Science, Forward Thinking, Knowledge Sharing, Financial Risk..., Individual Life..., Critical Thinking, Pricing, Financial Reporting, APL Programming, PTS/APL, Triton ISL, Microsoft Excel, Permanent Life Insurance, Term Life Insurance, Visual Basic, Reinsurance, Universal Life, Insurance, Life Insurance, Financial Modeling, Risk Management, Financial Analysis, ALM, Embedded Value
Education
Society of Actuaries
FSA, Individual Life Insurance, Actuarial, Risk Management, Statistics
City University of New York-Brooklyn College 2002 — 2005
B.S., Business Management & Finance
New York Life Insurance Company June 2015 - Present
Smithfield Foods September 2013 - May 2015
Volunteer Income Tax Assistance (VITA) Program January 2012 - April 2015
DoubleTree by Hilton May 2013 - August 2013
Skills
Financial Analysis, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Accounting, Finance, Communication, Time Management, Data Analysis, Data Collection, Bloomberg Terminal, SAP, Laserfiche, Critical Thinking, Outlook, Financial Reporting, General Ledger, Forecasting
Education
Christopher Newport University 2011 — 2015
Bachelor of Science (BS), Business Administration with a Concentration in Finance
New York Life Insurance Company December 2013 - Present
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Protection..., Retirement Planning, Retirement, Estate Planning, IRA Rollovers, Legacy Planning, Small Business, IRAs, Finance, Fixed Annuities
Education
City College of San Francisco 1998 — 2003
Business, Management, Marketing, and Related Support Services
Immaculate Conception Academy 1994 — 1998
New York Life Insurance Company May 2014 - Present
Drs. DeMarco and Tilkin 2015 - 2015
Potenza Organic June 2008 - January 2012
Casella Waste Systems, Inc. April 2007 - July 2007
Cornell University August 2006 - June 2007
Skills
Database Administration, bilingual Spanish and..., advance Japanese..., Agricultural Economics, Agricultural Production, Agricultural Machinery, Management Accounting, Financial Analysis
Education
Cornell University 2006 — 2007
Professional training, Bioresource economics
千葉大学 / Chiba University 2000 — 2004
Master of Science (M.Sc.), Bio resource economics
Cornell University
Professional Development, Agricultural Infrastructure Development
Universidad Nacional de Panama
Agricultural engineering, Agricultural Management, 2.11/3.0
Rosenthal & Rosenthal, Inc. April 2015 - Present
Santander Bank, N.A. September 2013 - November 2014
New York Life Insurance Company September 2012 - June 2013
Skills
Customer Service, Accounting, Finance, Investments, Sales, Financial Services, Insurance, Financial Analysis, Risk Management, Auditing, Banking, Management, Life Insurance, Financial Planning, Analysis
Education
City University of New York City College 2003 — 2007
Bachelor of Arts (B.A.), Economics
John Jay College of Criminal Justice
Master of Public Administration (MPA), Management
New York Life Insurance Company December 2014 - Present
Team Hudson, Inc. 2013 - 2014
The Kelly Group Credit Consulting, Inc. 2010 - 2012
Skills
Risk Management, Wealth Transfer..., Wealth Preservation..., Education Funding..., Life Insurance..., Buy-sell Agreements, Retirement Planning, Protection..., 401k Rollovers, Employee Benefits, Whole Life Insurance, Term Life Insurance, Annuity Sales, Event Marketing Strategy, Social Media Marketing, Team Building, Financial Services, Investments, Disability Insurance
Education
City University of New York City College
Master of Arts (M.A.), International Relations and Affairs
State University of New York at New Paltz
Bachelor of Arts (B.A.), International Relations and Affairs
University of Miami
Master of Arts (M.A.), International Relations and Affairs
New York Life Insurance Company June 2014 - Present
Burlington Business Association February 2012 - April 2012
Office of Congressman Peter Welch February 2012 - April 2012
Education
Champlain College 2008 — 2012
Bachelor's degree, Event Management, Senior
Philadelphia Police Department May 2014 - Present
New York Life Insurance Company 2013 - April 2014
Staples December 2003 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Sales, Leadership, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Long Term Care Insurance, Management, Team Building
Education
Chestnut Hill College 2010 — 2012
Bachelor of Science (BS), Business Administration and Management
Community College of Philadelphia 2003 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Yeshivas Meishev Nefesh October 2014 - Present
New York Life Insurance Company September 2013 - September 2014
Primerica June 2011 - June 2013
AXA LM May 1998 - July 2010
SWISS Re America January 1986 - January 1998
American Reinsurance Co. February 1980 - August 1986
New York Workers Compensation Insurance Rating Board February 1977 - February 1980
Skills
Insurance, Wealth Management, 401 (k) Rollovers, Asset Protection, Licensed Life Insurance..., Annuity Sales, Gifting Strategies, Key Person Protection, Time Management, Legacies, Protection..., Small Business, Succession Planning, Wealth Preservation..., Reinsurance, Life Insurance, Retirement, Employee Benefits, Investments, Financial Analysis, Risk Management, Workers Compensation, Protection Planning, Customer Service, Management, Team Building, Sales, Public Speaking, Strategic Planning, Microsoft Excel, Chess, Microsoft Office
Education
Brooklyn College 1973 — 1977
Bachelor of Science (B.S.), MATHEMATICS, 3.72
Far Rockaway High school 1969 — 1973
Mathematics, A
Dish Network October 2014 - Present
DISH Network February 2013 - October 2014
Dish Network September 2012 - January 2013
Dish Network February 2012 - August 2012
Dish Network February 2011 - January 2012
Appropriate Infrastructure Development Group April 2010 - August 2010
CROSSMARK June 2008 - August 2008
New York Life Insurance Company June 2007 - August 2007
Skills
Financial Analysis, Investments, Analysis, Marketing, Forecasting, Leadership, Management, Microsoft Office, Project Management, Account Management, Data Analysis
Education
The George Washington University - School of Business 2006 — 2009
BBA, International Business
City University of Hong Kong 2008 — 2008
Finance/International Business
AJK, LLC January 2011 - Present
Legacy Home Realty January 1995 - Present
JAB RE Investments, LLC January 1991 - Present
Independent Broker Insurance and Real Estate 2005 - 2013
Allstate 1990 - 2005
New York Life Insurance Company January 1984 - November 1990
Skills
Principal Owner, Real..., Marketing Business..., Real Estate License, Real Estate Development, Specialize Bank owned...
Education
City Colleges of Chicago-Wilbur Wright College
Mid management, Selling Skills and Sales Operations
Troy State University
Entrepreneurship/Entrepreneurial Studies
AECOM 2015 - Present
TRAK Companies 2014 - 2015
HireStrategy 2013 - 2014
New York Life Insurance Company 2010 - 2012
Ferguson Enterprises 2009 - 2010
Skills
CRM, Customer Satisfaction, Cold Calling, Sales, Sales Management, Sales Operations, Account Management, Inventory Management, Direct Sales, Marketing, Selling, Customer Service, New Business Development, Retail, Marketing Strategy, Sales Process, B2B, Team Building, Leadership, Negotiation, Sales Presentations, Recruiting, Analysis, Finance, Customer Retention, Contract Recruitment, Executive Search, Temporary Placement, Business Development, Temporary Staffing, Training, Financial Services, Building Relationships, Sourcing, Hiring, Professional Services, Talent Acquisition, Networking, Interviews
Education
Christopher Newport University
Bachelor Science, Business Administration, Management
Total Quality Logistics April 2012 - Present
MarquipWardUnited September 2007 - August 2009
New York Life Insurance Company March 2006 - August 2007
PreEminent Charter School September 2004 - July 2005
US Army October 1996 - February 2004
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Excel, Logistics, International Logistics, Transportation, Transportation..., Microsoft Word, 3PL, Supply Chain Management, Shipping, Leadership, Truckload, Microsoft Excel, Budgets
Education
Xavier University 2011 — 2012
Bachelors, Liberal Arts/ Prof. Communications, 3.34
Cincinnati State Technical and Community College 2009 — 2011
ASN, Registered Nursing/Registered Nurse, 3.79
Carolina Florist Supply March 2012 - Present
Tryon Country Club March 2011 - June 2012
New York Life January 2009 - December 2010
New York Life Insurance Company 2009 - 2010
Reliant Ribbon Co October 2007 - January 2009
Master Ribbons, LLC October 2005 - October 2007
Designer Dispatch May 1988 - October 2005
Nix Landscaping January 1986 - January 1988
Nix Florist January 1981 - January 1988
Skills
Sales, People-oriented, Organizer, Customer Service, Risk Management, Budgets, Credit, Purchasing, Account Management, Wholesale, Leadership, Sales Management, New Business Development, Team Building, Marketing, Insurance, Time Management, Cold Calling, Sales Operations, Retail, Negotiation, Selling, Management
Education
Baptist College (Charleston Southern University) 1978 — 1982
B.S, Business Management
Charleston Southern University 1978 — 1982
Bachelor of Science, Business Management
World Financial Group (WFG) March 2013 - Present
Jack Schroeder and Associates, Inc. February 2013 - Present
New York Life Insurance Company April 2011 - January 2013
State Senator Eric Adams February 2010 - April 2011
Proctor and Gamble/ L' Oreal/ Estee Lauder December 1999 - February 2010
Macys East Incorportated/Bloomingdales-Zirh International August 2008 - December 2008
Barc LLC May 2005 - March 2006
Clarins Fragrance Group 2000 - 2006
New York Junior Tennis League December 1999 - March 2004
Skills
Marketing, Sales, Entrepreneurship, Start-ups, Forecasting, Sales Management, Customer Service, Human Resources, Public Speaking, Retail, Access, Finance, Insurance, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Employee Benefits, Investments, Microsoft Word, Networking, Portfolio Management
Education
City University of New York-Brooklyn College 2009 — 2014
B.A., Business Management and Finance, minor in Accounting
City University of New York-Brooklyn College 2009 — 2014
Bachelor’s Degree, Business Management and Finance minor Accounting
Kingsborough Community College 1999 — 2006
A.A.S., Business Administration
Murry Bergtraum High School 1994 — 1997
Accounting
Florida Hospital Waterman April 2015 - Present
SOUTH / www.south.io February 2015 - April 2015
South Carolina Federal Credit Union September 2014 - February 2015
Atlantic Bedding and Furniture - Charleston October 2012 - September 2014
Atlantic Bedding and Furniture February 2012 - December 2012
Charleston Southern University 2010 - June 2012
New York Life Insurance Company April 2010 - July 2010
Charleston Southern University - Alumni Association August 2005 - May 2010
Skills
Customer Service, Fundraising, Marketing, Sales, Recruiting, PowerPoint, Management, Leadership, Public Speaking, Time Management, Program Management, Coaching, Microsoft Office, Leadership Development, Training, Research, Outlook, Microsoft Excel, Project Planning, Event Planning, Teaching, Financial Analyst, Business Analysis, Process Improvement, Budget Management, Cost Containment, Logistics Management, Compliance, Regulatory Evaluations, Risk Mitigation, Researching, Qualitative Analysis, Quantitative Analysis, Technology, Advising, Budgets, Team Building, Strategic Planning, Social Networking, Microsoft Word, Social Media, Sales Management
Education
Charleston Southern University 2009 — 2010
Master of Business Administration
Charleston Southern University 2005 — 2009
Bachelor of Science, Business Management / Finance
Air Force Academy Prep School 2004 — 2005
Guardian Life May 2012 - November 2014
New York Life Insurance Company January 2007 - April 2012
New York Life Insurance Company January 2004 - January 2007
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, APL, Cyberlife, Microsoft PowerPoint, Access, Varicent, Highly Analytical, Analysis, Communication
Education
City University of New York City College 1996 — 2000
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company 2015 - Present
AEG/Barclays Center August 2012 - Present
Save Our Streets June 2010 - Present
Macy's October 2008 - November 2009
Skills
Non-profits, Community Organizing, Event Planning, Public Relations, High degree of..., Work Well Independently, Work well in a team, Customer Service, Office Administration, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nonprofits, Editing, Social Media, PowerPoint, Fundraising
Education
Brooklyn College 2013 — 2014
Coursework, English Literature / Public Health
Kingsborough Community College 2012 — 2012
Certificate, Public Health
Dale Carnegie 2010 — 2011
Certificates, Leadership, Public Speaking, Time Management
Brooklyn College 2005 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
New York Life Insurance Company October 2014 - Present
Financial Times January 2012 - June 2014
Financial Times June 2008 - December 2011
Macfadden Performing Arts Media (fka Lifestyle Media, Inc.) July 2005 - April 2008
Lifestyle Media Inc (fka Lifestyle Ventures) August 2004 - June 2005
Lifestyle Ventures August 2003 - July 2004
Lifestyle Ventures November 2002 - July 2003
New York Association for New Americans 1991 - 2000
Skills
Event Planning, Event Management, International Event..., Project Management, Contract Negotiation, Vendor Relationships, Manage Client..., Team Leadership, Vendor Contracts, Client Liaison, Corporate Events, Managing Project Budgets, Conference Production, Video Production, Vendor Management, Catering, Venue Management, Audio Visual Integration, Proposal Writing, Delegate Management, Project Planning, Global Sourcing, Budget Forecasts, Speaker Acquisition, Sponsorship, Press Relations, Identifying New Revenue..., Event Marketing Strategy, Marketing Materials, Trade Show Exhibitors, Event Sales, Advertising Sales, Sponsorship Generation, Sponsorship Management, Content Development, Magazine Publishing, Print Advertising, Financial Services
Education
University of Pennsylvania 1978 — 1982
Bachelor's Degree, Art History & English
Circle in the Square Theater School 1988 — 1990
Certificate in Acting - MFA equivalent
Wells Fargo Home Mortgage January 2012 - Present
Bonefish Grill 2006 - 2012
New York Life Insurance Company May 2010 - August 2010
Skills
Banking, Mortgage Lending, Leadership, Financial Analysis, Customer Service, Finance, Time Management, Sales, Access, Public Speaking
Education
Christopher Newport University 2007 — 2011
Bachelor of Science (B.Sc.), Business Administration
Dealer.com September 2013 - Present
Dealer.com June 2013 - September 2013
Dealer.com October 2012 - June 2013
Dealer.com October 2011 - October 2012
Dealer.com March 2011 - October 2011
Dealer.com January 2011 - March 2011
New York Life Insurance Company 2010 - 2010
Skills
Lead Management, Online Reputation..., SEM, SEO, Digital Marketing, Online Advertising, Sales, PPC, GoToMeeting, Google Adwords, Lead Generation, Web Analytics, Google Analytics, Social Marketing, Email Marketing, Organic Search, Search Advertising, Selling, Marketing, Management, Customer Acquisition, Strategy, Online Marketing, Customer Retention
Education
Champlain College 2006 — 2011
BS, Business
Richmond, The American International University in London 2009 — 2009
New York Life Insurance Company June 2000 - Present
New York Life Insurance Company June 2000 - Present
Skills
Investments, Mutual Funds, Securities, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Series 7, Series 63, Insurance, Financial Modeling, Fixed Annuities, Financial Services, Asset Managment
Education
City University of New York City College
Bachelor of Arts (B.A.), Mathematics
New York Life Insurance Company January 2013 - Present
ADP July 2008 - January 2013
Merrill Lynch March 1997 - July 2008
Lehman Brothers June 1996 - March 1997
Banker's Trust Co February 1993 - June 1996
Skills
Vendor Management, SDLC, Business Analysis, SaaS, Process Improvement, Outsourcing, Disaster Recovery, Enterprise Architecture, Program Management, Change Management, Enterprise Software, Risk Management, Business Strategy, Trading Systems, IT Management, Architecture, IT Strategy, Business Continuity, Data Center, Virtualization, IT Infrastructure..., PMP, Fixed Income, Cloud Computing, Team Leadership, Market Data, Technical Leadership, Strategic Leadership, Team Management, Strategic Thinking, Financial Services, Management, Portfolio Management, Information Architecture, Distributed Systems, Enterprise Mobility, Enterprise Storage, Executive Management, PaaS, IaaS, Help Desk Implementation, Support Services..., Mainframe, Operating Systems, ITIL v3 Foundations..., ISO, CMMI
Education
City University of New York-Brooklyn College 1983 — 1988
BS, CIS
New York Life Insurance Company January 2007 - January 2008
sans 1997 - 2006
Skills
Account Management, Security, Project Management, Business Analysis
Education
City University of New York-Brooklyn College 2002 — 2007
BS, Business Management and Finance
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company December 2001 - Present
Shelden Communications December 1990 - December 2001
Grey Entertainment November 1987 - December 1990
Shelden Communications October 1984 - November 1987
CBS Television September 1980 - October 1984
Skills
Retirement Planning, Retirement, Insurance, Small Business, Investments, Estate Planning, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Wealth Preservation..., 401(k) Rollovers, Legacies, LUTCF, Multi-Generational ..., Multi-Generational..., Protection..., Succession planning
Education
NYU 1962 — 1964
Master of Arts (MA), Communications Arts
Brooklyn College 1958 — 1962
Bachelor of Arts (BA), Speech and Theatre
Deutsche Bank April 2014 - Present
New York Life Insurance Company November 2013 - February 2014
Citi October 2007 - November 2013
Hudson November 2002 - October 2007
Skills
Talent Management, Talent Acquisition, Sourcing, Recruiting, Executive Search
Education
City University of New York-Brooklyn College
Philosophy
New York Law School
EasyLink Services March 2003 - Present
Electronic Data Systems 1988 - 2002
ITT Corporation /Western Union 1984 - 1988
Union Carbide Corporation 1979 - 1984
Sterling Drugs Inc, 1977 - 1979
New York Life Insurance Company 1973 - 1977
Skills
Process Improvement, Access, Enterprise Software, Product Management, Data Center, Unix, Telecommunications, Analysis, Cloud Computing, VoIP, MVS, VMS, COBOLII, SQL Server Management..., IDMS, ADSO, DCL, Datatrieve, JCL, CICS, VSAM, Visual Studio, Visual Basic, TSO, ISPF, CULPRIT, CLIST, REXX, Endeavor, C++, Great Plains Integration, Microsoft SQL Server, VAX, IBM Mainframe, Fileaid, ACR, MS Project, DOS commands, Salesforce Administrator, PowerPoint, PL/1, TOTAL Database, SQL, z/OS, COBOL, Solaris, DB2, Databases, Disaster Recovery, Operating Systems
Education
Microsoft
.Net Application with Visual Studio 2005
Salesforce
Salesforce CRM Administrator Training
Saleslogix
Saleslogix CRM Training
Cullinet
IDMS, ADSO Training
City University of New York City College 1968 — 1973
Bachelor of Science (BS), Computer Science
New York Life April 2006 - Present
New York Life Insurance Company 2006 - Present
Lev Bonim 2001 - 2006
Rtzhad 2001 - 2006
bambi academi 2001 - 2006
bambi academy 2001 - 2006
Skills
Actuarial Science, Fixed Annuities, Insurance, Life Insurance, Retirement
Education
City University of New York 2001 — 2003
MA, I/O Psychology
City University of New York-Brooklyn College 1997 — 2003
New York Life Insurance Company July 2012 - Present
PRMIA - Professional Risk Managers' International Association October 2013 - Present
Lazard Capital Markets August 2011 - July 2012
Telsey Advisory Group December 2010 - May 2011
BAE Systems May 2003 - May 2010
Skills
Financial Modeling, Valuation, Financial Analysis, VBA, Bloomberg, Equities, Corporate Finance, Market Risk, Equity Valuation, Fixed Income, Microsoft Excel, MATLAB, Excel, Firm Valuation, Fixed Income Products, Fundamental Research, Machine Learning, Data Mining, Credit Risk, Financial Risk, Financial Risk..., Risk Management, Python, R
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
Masters, Electrical Engineering
City University of New York-Brooklyn College
Bachelor, Physics
New York Life Insurance Company December 2001 - Present
Brooklyn College 2005 - 2015
Shelden Communications 1988 - 2001
Grey Entertainment February 1988 - December 1991
Shelden Communications 1983 - 1988
CBS, Inc. 1980 - 1983
CBS TV September 1981 - March 1982
ABC-TV January 1974 - October 1980
Metromedia Television 1970 - 1975
Skills
Key Person Protection, Strategic Financial..., Insurance, Guaranteed Lifetime..., Public Speaking, Investments, Long-term Care, Fixed Annuities, College Savings Plans, Variable Life, Buy-sell Agreements, Retirement Planning
Education
City University of New York-Brooklyn College 1962 — 1964
BA, Speech & Theatre, TV & Radio Specialization
New York University 1962 — 1964
MA, Communications Arts
Patient Services, Inc. (PSI) March 2015 - Present
New York Life Insurance Company October 2010 - March 2015
Markel July 2006 - September 2010
The Brink's Company April 2002 - June 2006
Virginia Auditor of Public Accounts July 1999 - April 2002
Skills
Financial Analysis, Accounting, Internal Controls, Treasury, Risk Management, Financial Reporting, Auditing, Insurance, Strategic Financial..., Finance, Financial Modeling, CPA, Process Improvement, Investments, Banking, Analysis, Corporate Finance, Budgets
Education
Christopher Newport University 1995 — 1999
BS, Accounting
NYLIFE Securities LLC September 1984 - Present
New York Life Insurance Company April 1979 - Present
Skills
Small Business, Fixed Annuities, Life Insurance, Estate Planning, Term Life Insurance, Retirement Planning, Asset Allocation, Insurance Planning, 401k Rollovers, Annuity Sales, Licensed in Long Term..., Key Person Protection, Wealth Preservation..., Customer Service, Financial Services, Finance
Education
The College of William and Mary
Bachelor's degree, Business Administration and Management, General
Christopher Newport University
Business, Management, Marketing, and Related Support Services
IBM / New Client - Retail and Healthcare October 2014 - Present
Medco Health Solutions / Express Scripts Holding Company November 2012 - Present
IBM June 1983 - Present
IBM Global Business Services 1983 - Present
CBS Corporation 1979 - 1982
New York Life Insurance Company 1976 - 1979
Skills
PMP, Telecommunications, Program Management, Government, IT Strategy, Business Analysis, Integration, Change Management, Project Management, SDLC, PMO, Software Project..., Strategic Planning, Microsoft Excel, Microsoft Project, Microsoft Office, SharePoint, SQL, Healthcare Information..., Public Safety Technology, Process Auditing, Release Management, IBM Mainframe
Education
City University of New York City College 1971 — 1976
BS, CIS
Project Management Institute, PMP Certification since 1999
PMP, Project Management
New York Life Insurance Company 1976 - Present
Skills
Disability Insurance, Account Management, Sales Management, Retirement, Investments, Retirement Planning, New Business Development, Long-term Care, Mutual Funds, Sales Process, Sales, Insurance, Financial Services, Life Insurance, Fixed Annuities, Wealth Management, Relationship Management, Strategic Financial...
Education
Charleston Southern University
Bachelor of Science (BS), Marketing
Dollar Tree Stores May 2013 - Present
Best Buy June 2011 - July 2013
New York Life Insurance Company May 2009 - August 2011
Sherwin Williams Automotive Finishes Corp 1992 - 2009
Skills
Sales Management, Sales, Vehicles, New Business Development, Inventory Management, Automotive, Retail, Customer Satisfaction, Team Building, Account Management, Store Management, Team Leadership, Customer Retention, Training, Customer Service
Education
University of Phoenix 2006 — 2010
Bachelor's degree, Business Administration, Management and Operations
Chabot College 2000 — 2002
Associate of Science (A.S.), Electrical and Electronics Engineering
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company August 2012 - September 2014
New York Life Insurance Company March 2011 - August 2012
New York Life Insurance Company June 2009 - March 2011
Skills
Process Improvement, Analysis, Quality Assurance, Leadership, Team Building, Microsoft Office, Google Analytics, Social Media Marketing, SharePoint
Education
Champlain College 2005 — 2009
Bachelor Degree, Marketing
E*TRADE Financial Corporation November 2014 - Present
Barclays Investment Bank February 2014 - July 2014
Deutsche Bank June 2013 - December 2013
New York Life Insurance Company 2012 - 2013
International Business Times 2011 - 2011
International Rescue Committee January 2010 - December 2010
Northern Rock January 2009 - December 2009
HSBC August 2009 - October 2009
Deutsche Bank July 2007 - January 2009
Cisco Systems January 2004 - December 2004
Skills
SDLC, Agile Methodologies, ITIL, Program Management, PMO, Strategy, Unix, Project Management, Data Center, Management, PRINCE2, Oracle, Telecommunications, Service Delivery, MS Project, Agile Project Management, SharePoint, Project Portfolio..., Scrum, Enterprise Software, Project Delivery, Investment Banking, IT Strategy, Business Analysis, Vendor Management, Change Management
Education
Long Island University, Brooklyn Campus 1998 — 1998
Web Programming
City University of New York 1982 — 1985
BS
Expeditors March 2014 - Present
JSI Logistics February 2012 - February 2014
New York Life Insurance Company December 2008 - January 2012
Skills
Supply Chain Management, Project Management, Project Planning, Air Freight, 3PL, Mutual Funds, Salesforce.com, Freight Forwarding, Sales Management, Supply Chain, Freight Brokerage, Freight Transportation, Ocean Freight, Retirement Planning, Retirement, Public Speaking, Customer Service, Fixed Annuities, IRAs, Start-ups, Order Fulfillment, Operations Management, CRM, Order Management
Education
Chapman University
Bachelor of Business Administration (B.B.A.), Marketing, Managment
VCHS
Broadband Properties September 2004 - July 2009
Tiber Asset Management 2002 - 2006
New York Life Insurance Company September 1982 - January 2000
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, Finance and Financial Management Services, 3.8
City University of New York City College 1966 — 1971
B.S., Chemistry
New York Life Insurance Company February 2015 - Present
harlow salon February 2013 - January 2015
Salon Madrid June 2009 - February 2013
TONI&GUY February 2007 - June 2009
utopia salon June 2004 - 2007
Skills
Education Funding..., Retirement Planning, Life Insurance, Employee Benefits, Leadership, Marketing, Research, Team Building, Small Business, Social Networking
Education
Citrus College 2002 — 2004
AB Miller High School 1997 — 2001
High School
Citigroup July 2005 - Present
New York Life Insurance Company September 2004 - June 2005
Skills
Credit Cards, Banking, Daily Operations, Retail Banking, Credit, AML, Cross Selling, Operational Risk, Credit Analysis, KYC, Commercial Banking, Financial Risk, Loans, Consumer Lending, Risk Management, Branch Banking, Operational Risk...
Education
City University of New York City College
New York Life Insurance Company May 2015 - Present
Doshi Diagnostic October 2010 - April 2011
Doshi Diagnostic June 2009 - September 2010
Astellas Pharma May 2005 - October 2007
LB Graph-X & Printing Inc. December 2003 - May 2005
Merck May 2001 - December 2003
Skills
401k Rollovers, Business Insurance..., Education Funding..., Employee Benefits, Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Income..., Supplements to Employee..., Multi-generational...
Education
City University of New York City College
BA, Liberal Arts, Science
Northern Trust Corporation June 2014 - Present
JPMorgan Chase January 2013 - April 2014
New York Life Insurance Company June 2010 - September 2012
Western Union November 2007 - December 2008
Suntel Ltd October 2004 - November 2007
Dialog Axiata PLC June 1998 - October 2002
Skills
Customer Retention, Management, CRM, Marketing, Sales, Leadership
Education
NYU 2009 — 2009
Certificate in Marketing Managment
The Nottingham Trent University 2002 — 2004
MBA, Marketing
Chartered Institute of Marketing 2000 — 2001
Postgraduate Diploma in Marketing CIM, Marketing
New York Life Insurance Company
Skills
Customer Service, Retirement Planning, Time Management, Insurance, Administrative..., Fundraising, Leadership, Microsoft Excel, Outlook
Education
Champlain College 1970 — 1972
Black River High School 1966 — 1970
Union Savings Bank May 2011 - Present
New York Life Insurance Company March 2010 - April 2011
Spring Grove Cemetery & Arboretum December 2008 - September 2009
The BMW Store December 2004 - December 2008
Various Telecommunication Companies June 1979 - March 2001
Skills
Customer Service, Public Speaking, Sales Management, Team Building, Social Media, Social Media Marketing, Strategic Planning, New Business Development, Marketing, Banking, Customer Satisfaction, Loans, Sales, Mortgage Lending, Leadership, Customer Retention, Sales Process, Public Relations, Training, Cold Calling, Social Networking, Management, Team Leadership, Credit, Microsoft Word, Project Management, Coaching, Direct Sales, Retail, Microsoft Office, Analysis, Time Management, Inventory Management, FHA, Online Marketing, Finance, Financial Analysis, Market Research, Business Planning, Advertising, Recruiting, Business Development, Process Improvement, Email Marketing, Marketing Communications, Leadership Development, Event Management, Account Management, Small Business
Education
Cincinnati State Technical and Community College 1986 — 1987
N/A, Electronics Technology
U.S.Army 1979 — 1983
Fixed Station Technical Controller, Telecommunications Engineering
Central Texas College Overseas 1980 — 1982
Electrical, Electronic and Communications Engineering Technology/Technician
Bishop Brossart High School 1972 — 1976
Diploma, General
Indus American Bank March 2014 - Present
The Provident Bank June 2010 - March 2014
Commerce Bank/ TD Bank January 2005 - June 2010
David Lerner Associates, Inc. January 2004 - August 2004
ABN AMRO Bank N.V. December 2002 - June 2003
PNC August 2000 - December 2002
New York Life Insurance Company April 2000 - August 2000
MetLife September 1999 - April 2000
AriZona Beverage Co. June 1998 - April 1999
Coca-Cola Enterprises March 1983 - June 1998
Skills
Small Business Lending, Commercial Lending, Loans, Consumer Lending, Credit, Commercial Banking, Banking, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Retail Banking, Relationship Management, Credit Analysis, Branch Management, Loan Origination, Cross Selling, Sales, Asset Based Lending, Mortgage Banking, Investments, Mutual Funds, Branch Banking, Portfolio Management, Cash Management, Coaching, Underwriting, Refinance, Construction Loans, Leadership, Business Development, Finance, Residential Mortgages, Financial Services, Treasury Management, Deposits, Strategic Financial..., Private Banking, Sales Management, Wealth Management, Credit Risk, Merchant Services, Home Equity Loans, Real Estate, Small Business, Customer Retention, Risk Management, Funding, Home Equity Lines of..., New Jersey Life..., New Jersey Health...
Education
City College of San Francisco
Drew College Preparatory School
ALR February 2012 - Present
New York Life Insurance Company July 2010 - January 2011
Southern Wine & Spirits October 2004 - July 2010
Education
Chabot College 2001 — 2009
Fire Science
New York Life Insurance Company February 2011 - Present
Skills
Retirement, Insurance, Retirement Planning, Long Term Care Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Protection..., Small Business, Life Insurance, Fixed Annuities, Term Life Insurance, Roth IRA
Education
Long Island University
Master of Business Administration (MBA), Marketing
City University of New York-Brooklyn College
Bachelor's degree, Accounting and Finance
New York Life Insurance Company April 1970 - Present
Education
Chadron State College 1959 — 1960
CHADRON STATE COLLEGE & EASTERN WY COLLEGE, Business Administration and Management, General
Alameda Unfied School District March 2012 - Present
New York Life Insurance Company March 2012 - November 2012
Sylvan Learning Center January 2011 - April 2011
California Virtual Academy August 2005 - January 2009
FedEx March 2004 - August 2005
Highlands Elementary School August 2002 - June 2003
Stoneman Elementary School October 2000 - August 2002
Stoneman Elementary August 1996 - October 2000
FamiliesFirst, Inc June 1993 - August 1996
Skills
Educational Technology, Thinking Outside The Box, Teaching, Teachers, Training, Elementary Education, Time Management, Teamwork, Classroom Management, Staff Development, Tutoring, Curriculum Development, Technology Integration, Instructional Design, Public Speaking, Educational Leadership, Coaching, Research, Special Education, Nonprofits
Education
California Language and California State University 2001 — 2002
CLAD Credential, California Language and Development Credential
Chapman University 2000 — 2002
Masters, Educational Administration
Pipeline Teacher Program 1996 — 1997
Credential, Multi-Subject Clear Teaching Credential
University of California, Davis 1987 — 1991
BS, Human Development
Archbishop Riordan High School 1981 — 1985
High School Diploma
Lightspeed Trading February 2015 - Present
New York Life Insurance Company February 2013 - February 2015
Money-Media March 2012 - September 2012
FirstCare Absence Management April 2010 - January 2012
Litton Loan Servicing LP December 2006 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Access, FBSI, Adobe Professional, Lotus, iWork, Google Docs, SQL, Streetscape, Windows, Mac OS, iOS, Social Media, Project Management, Budget Management, Writing, Client Services, Customer Service, Research
Education
City University London 2008 — 2010
MA, Transnational Media
The University of Southern Mississippi 2000 — 2005
Bachelor of Arts (BA), English Language and Literature/Letters
KDA January 2014 - Present
Stride Rite October 2008 - Present
Days Inn April 2008 - August 2008
New York Life Insurance Company June 2004 - August 2006
Skills
Customer Service, Sales, Management, Process Scheduler, Retail Sales, Visual Merchandising, Retail, Merchandising, Hospitality, Time Management, PowerPoint, Cashiering
Education
Chabot College
Psychology
Delaware State University
New York Life Insurance Company December 2012 - Present
S & K World of Spice June 2011 - December 2012
Education
City University of New York City College
Bachelor of Science (B.S.), Biology, General
New York Life Insurance Company 2014 - Present
Weatherford 2011 - 2012
AIG 2007 - 2011
AIA 2005 - 2007
PwC 1993 - 2005
Education
University of Houston, C.T. Bauer College of Business
Master of Science, Accountancy (MSA)
University of London
Master of Laws (LLM)
University of Adelaide
Master of Business Administration (MBA)
City University of Hong Kong
BA (Hons), Accountancy
New York Life Insurance Company 2011 - 2012
Education
Christopher Newport University 2002 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company September 2006 - Present
Skills
Investments, Alternative Investments, Equities, Fixed Income, Customer Service, Relationship Management, Project Management, Team Management
Education
Chadron State College 2003 — 2005
Bachelor of Science (BS), Mathematics
Lakeland Community College 2001 — 2003
New York Life Insurance Company April 2014 - Present
Columbia Products, Inc. January 2001 - October 2010
Skills
Wealth Preservation..., Licensed in Long Term..., Retirement Planning, Life Insurance, Business Successions..., Disability Insurance, Financial Planning
Education
Chemeketa Community College 2012 — 2014
New York Life Insurance Company April 2005 - July 2008
Education
City University of New York City College 2013 — 2015