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 March 2015 - Present
The Relevant Investor LLC June 2011 - March 2015
General Shale 1993 - 2011
Haines 1985 - 1993
Skills
Publishing, Financial Planning, Writing, Mutual Funds, ETFs, Sales, Construction, Brick, Masonry, Marketing, Negotiation, Sales Management, Contract Negotiation, Customer Service, Strategic Planning, Life Insurance, Team Building, Leadership, Finance, Cold Calling, Small Business
Education
Virginia Polytechnic Institute and State University
College for Financial Planning
Insys Therapeutics, Inc. December 2014 - Present
Robert Half Technology June 2014 - November 2014
OfficeTeam January 2013 - June 2014
American Associated Companies October 2012 - January 2013
Project HOPE Foundation August 2011 - October 2012
New York Life Insurance Company July 2009 - March 2011
Skills
Fundraising, Long-term Care, Non-profits, Teaching, Public Speaking, Event Planning, Community Outreach, Case Managment, Social Media, Disabilities, Social Services, Microsoft Office, Program Development, Volunteer Management, Life Insurance, Direct Sales, Sales Process, Sales Presentations, Sales, Training, Recruiting, Nonprofits, Leadership, Case Management, Cold Calling
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
BS, Management with Small Business emphasis
New York Life Insurance Company September 2013 - Present
Putnam Hospital Center July 2006 - July 2013
Skills
Microsoft Office, Communication, Research, Strategic Planning, Organization, Multi Tasking, Strongly self-motivated, Building Relationships, Highly detail oriented
Education
City University of New York-John Jay College of Criminal Justice 2009 — 2012
Master of Public Administration (MPA), Human Resources Management and Management and Operations, 3.7
Iona College 2005 — 2009
Bachelor of Arts (BA), Criminal Justice, 3.5
iStore LLC July 2015 - Present
Envision Williamston May 2014 - Present
Williamston Historic Commission November 2001 - Present
Fred & Boots Dodson Charitable Foundation August 2013 - Present
Fowler Consulting LLC October 2007 - Present
New York Life Insurance Company December 2011 - June 2015
School District of Oconee County July 2007 - September 2011
Clemson University 2004 - 2007
AnMed Health January 2000 - August 2002
Skills
Customer Service, Strategy, Market Research, Writing, Data Analysis, Retirement Planning, Insurance, Quantitative Analytics, Strategic Financial..., Employee Benefits, Fixed Annuities, Financial Analysis, Finance, Term Life Insurance, Investments, Small Business, Retirement Plan..., Marketing Strategy, SPSS
Education
Clemson University 2004 — 2007
Master’s Degree
Clemson University 2000 — 2004
BA, English
Dixie Chopper April 2015 - Present
Dixie Chopper, a Jacobsen Company August 2014 - April 2015
Dixie Chopper, a Jacobsen Company May 2014 - September 2014
STEC Equipment, Inc. February 2009 - May 2014
New York Life Insurance Company September 2007 - February 2009
Skills
Negotiation, New Business Development, Corporate Branding, Brand Loyalty, Brand Management, Sales Management, Sales Operations, Strategic Planning, Price Setting, Foreign Exchange, Foreign Currency, International Sales, International..., International Relations, Marketing Strategy, CRM, Marketing, Business Development, Advertising, Sales, Management, Product Development, Golf Courses
Education
Coastal Carolina University 2002 — 2007
Political Science, Religion
CUSO Financial Services, L.P. at Elevations Credit Union January 2015 - Present
Celadon Wealth Management, LLC August 2012 - December 2014
Allstate December 2009 - August 2012
New York Life Insurance Company June 2007 - December 2008
Stillwater Public Schools December 1997 - August 2007
Skills
Microsoft Excel, Office Management, Administrative..., Microsoft Office, Outlook, Life Insurance, Property & Casualty..., General Insurance, Published Author, Insurance, Sales, Customer Service, Public Speaking, Fundraising, Data Entry, Event Planning, Social Media, Community Outreach, Public Relations, Strategic Planning, Employee Benefits, Leadership, Nonprofits, Marketing
Education
College for Financial Planning 2015 — 2016
Certified Financial Planning
University of Central Oklahoma 1990 — 1991
Middle School Math Endorsement
Oklahoma State University 1988 — 1990
Bachelor of Science (BS), Education
BMW Manufacturing October 2014 - Present
Amazon April 2014 - Present
Little Caesars Pizza July 2013 - June 2014
New York Life Insurance Company January 2009 - May 2009
Department of Energy (MOX) July 2008 - August 2008
Skills
Stand-Up Forklift, RFID+, 5S, Continuous Improvement..., Microsoft Office, Kaizen, Solidworks, Inventory Management, Orbital Welding, Product Development, Marketing, Matlab, Customer Service, Metal Fabrication, Teamwork, Data Analysis, Root Cause Problem...
Education
Clemson University - College of Business and Behavioral Science 2009 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Clemson University - College of Business and Behavioral Science 2005 — 2009
Bachelor of Science (BS), Marketing/Marketing Management, General
Clemson University - College of Engineering and Science 2011 — 2012
Bachelor of Science (BS), Industrial Engineering, Quality Control
Clemson University - College of Business and Behavioral Science 2010 — 2010
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
Mosley Financial Group September 2012 - Present
The Center for Grieving Children July 2010 - Present
Eagle Strategies LLC, a Registered Invesment Adviser June 2000 - Present
NYLIFE Securities LLC September 1996 - Present
New York Life Insurance Company September 1996 - Present
NAIFA-Maine, National Association of Insurance & Financial Advisors January 1980 - Present
Insurance & Financial Services Professional June 1975 - Present
Education
Colby College 1971 — 1975
BA, Government
Dexter Regional High School 1967 — 1971
The Jack Welch Management Institute at Strayer University June 2012 - Present
New York Life Insurance Company October 2011 - May 2012
MassMutual Financial Group March 2011 - September 2011
Wells Fargo January 2010 - December 2010
Tempus Consulting June 2009 - January 2010
Skills
Customer Service, Student Financial Aid, Admissions, Microsoft Office, Public Speaking, Enrollment Management, College Recruiting, Resume Writing, Leadership Development, Campus, Higher Education, Career Counseling, Student Affairs, Adult Education, Leadership, Financial Services, Student Recruiting, Training, Staff Development, Recruiting, Instructional Design, Organizational..., Employee Training, E-Learning, Coaching, Organizational..., Team Building, Career Development, Conflict Resolution, Program Development, Community Outreach, Distance Learning, Student Development, Interviews, Academic Advising, Nonprofits, Event Planning, Curriculum Design, Research, Curriculum Development, Retaining Customers, Program Management, Fundraising, Management, Supervisory Skills, Strategic Planning, Finance, Team Leadership, Marketing, Strategy
Education
Jack Welch Management Institute 2014 — 2016
Master of Business Administration (M.B.A.), Business Management/ Leadership
Jack Welch Management Institute at Strayer University 2013 — 2013
Certificate, Becomming a Leader
Jack Welch Management Institute at Strayer University 2013 — 2013
Certificate, Creating a Winning Strategy
Coastal Carolina University 2004 — 2008
Bachelor of Business Administration (BBA), Business Management & Business Marketing
Garfield highschool
Jack Welch Management Institute
Master of Business Administration
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
FigureHead Consulting May 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Education
Clemson University 2013 — 2014
Master's Degree, Professional Accountancy
Clemson University 2009 — 2013
B.S. Accounting , Finance Minor, Accounting & Finance
Wade Hampton High School
Northwestern Mutual March 2013 - Present
New York Life Insurance Company October 2011 - December 2012
LPL Financial (Dingman Financial Services) May 2008 - August 2011
Northwestern Mutual April 2005 - May 2008
Northwestern Mutual Financial Network April 2005 - May 2008
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Mutual Funds, Estate Planning, Insurance, Securities, Asset Allocation, Series 7, Finance, Life Insurance, Small Business, Bonds, High Net Worth..., Financial Planning, Long Term Care Insurance
Education
Virginia Tech 2001 — 2005
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Virginia Tech 2001 — 2005
B.S. Business, Finance; Risk Management
Godwin High School 1997 — 2001
City of Clinton Iowa April 2005 - Present
New York Life Insurance Company September 1992 - April 2005
Skills
Notary Public, Administrative..., Office Administration, Calendaring, Travel Arrangements, Confidentiality, Expense Reports, Calendars, Fundraising, Public Speaking, Leadership Development, Government
Education
Clinton Community College 1989 — 1991
Bachelor of Science (BS), Business Administration and Management, General
UBS Financial Services, Inc. July 2013 - January 2015
J.P. Morgan Securities January 2012 - June 2013
New York Life Insurance Company May 2011 - December 2011
Walton International Group, USA January 2008 - February 2010
Charles Schwab October 2006 - December 2007
Skills
Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (BS), Marketing
Boston Institute of Finance
Certified Financial Planning
College for Financial Planning
Certified Financial Planning
New York Life Insurance Company February 2002 - Present
Skills
Fixed Annuities, Life Insurance, Series 6, Variable Annuities
Education
Cleveland State University
Bachelor's degree, Communication and Media Studies
US Foods January 2015 - Present
US Foods July 2013 - January 2015
New York Life Insurance Company March 2011 - September 2012
Bankers Conseco Life Insurance Company January 2009 - February 2011
Doctor Bird's, Inc. June 2007 - January 2009
Skills
Equities, Statistical Data..., Financial Modeling, Derivatives, Portfolio Management, Portfolio Performance..., Microsoft Excel, Analysis, Finance, Investments, Valuation, Competitive Analysis, Pricing, Data Analysis, Team Leadership, Financial Analysis, Strategic Financial..., Economics, Sales, Financial Markets, Bloomberg, Banking, Business Development, Risk Management, Access, Insurance
Education
University of Rochester 2010 — 2013
Master of Business Administration (M.B.A.), Finance; Competitive and Organizational Strategy
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Sociology and Anthropology
The Nichols School 1999 — 2003
MetLife March 2013 - Present
MetLife August 2011 - 2013
GMH Enterprises 1998 - 2011
Mutual of New York 1995 - 1998
New York Life Insurance Company 1984 - 1994
Skills
Sales, Management, Recruiting, Cold Calling, Risk Management, Strategic Planning, Leadership, Series 6, Account Management, Team Building, Retirement, Training, Sales Management, Small Business
Education
Clarion University of Pennsylvania 1979 — 1983
Bachelor's degree, Business Administration and Management, General
WT Woodson
New York Life Insurance Company February 2014 - Present
Pnc Bank March 2012 - 2014
Bank of America August 2009 - March 2012
Skills
Cross Selling, Lines Of Credit, Branch Management, Relationship Management, Financial Services, Credit Analysis, Risk Management, Finance, Spanish, Team Management, Wealth Management, Financial Risk, Loan Servicing, Banking Relationships, Life insurance, Term Life Insurance, Permanent Life Insurance, Long-term Care, Business Planning, Universal Life, Whole Life, Protection Planning, Retirement Income..., Guaranteed Lifetime...
Education
Southern Illinois University, Carbondale 2004 — 2007
Bachelor of Science (BS), International Business/Trade/Commerce
Clemson University 2002 — 2004
na
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company June 2009 - April 2013
Columbus Japanese Language School April 2007 - October 2012
M-Tek, Inc. May 2007 - May 2009
Cleveland Japanese Language School September 2005 - March 2007
Columbus Japanese language School April 2001 - March 2005
Education
Cleveland Institute of Music 2005 — 2007
Master's Degree, Collaborative Piano
The Ohio State University 2003 — 2005
Master's Degree, Piano
The Ohio State University 1998 — 2003
Bachelor's Degree, Piano, Music Theory
IKEA Group September 2011 - Present
IKEA Group January 2008 - August 2011
IKEA Group January 2006 - December 2007
New York Life Insurance Company January 2003 - December 2005
Town Sports International August 1998 - December 2002
Skills
Visual Merchandising, Store Management, Retail, Merchandising, Inventory Management, Customer Service, Profit, Inventory Control, Sales, Customer Satisfaction, Retail Sales, Sales Management, Loss Prevention, Time Management, Store Operations, Team Building
Education
Clark Atlanta University 1995 — 1998
Bachelor’s Degree, Mass Communication/Media Studies
New York Life Insurance Company July 2013 - Present
NYLIFE Securities LLC July 2013 - Present
Hagemeyer North America December 2009 - December 2012
Hagemeyer North America April 2008 - December 2009
Bee Line Company April 2007 - April 2008
Maschio-Gaspardo USA Inc November 2004 - April 2007
W.W.Grainger Inc October 2001 - June 2004
W.W. Grainger Inc December 1999 - September 2001
W.W. Grainger Inc October 1998 - November 1999
W.W. Grainger Inc November 1996 - September 1998
Skills
Life Insurance..., Retirement Planning, Wealth Preservation..., Personal Finance, Estate Planning, Protection..., 401(k) Rollovers, Business Succession..., Multi-Generational..., Asset Protection, Education Funding..., Business Exit Strategy, Legacy Planning, Supplements to Employee..., Wealth Transfer..., Leadership, Management
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
Master's degree, Project Management, 3.0
St. Ambrose University 1993 — 1994
Master's degree, Marketing/Marketing Management, General, 3.0
Coe College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Economics, 3.0
Coe College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.0
West Branch High School 1984 — 1988
Cleveland State University February 2015 - Present
Cleveland Museum of Art June 2015 - August 2015
New York Life Insurance Company June 2014 - August 2014
Baltic Shell October 2008 - May 2014
Cleveland Museum of Art January 2013 - May 2013
Cleveland West Art League May 2012 - December 2012
Taco Bell January 2008 - October 2008
Equity Trust Company May 2007 - December 2007
Empire Today August 2006 - January 2007
Taco Bell March 2004 - August 2006
Skills
Microsoft Excel, Management, Facebook, Marketing, Customer Service, Research, Writing, Art History, Art, Data Entry, Academic Writing, Museums, Social Networking, Microsoft Office, Teamwork, Social Media, Leadership, Time Management, Public Speaking, Communication, Editing, Nonprofits
Education
Cleveland State University 2014 — 2016
Master's Degree, Art History, Criticism and Conservation
Cleveland State University 2008 — 2013
Bachelors, Art, Magna Cum Laude
Lorain County Community College 2008 — 2010
Associate of Arts (A.A.), Art History
Nylife Securities LLC May 2009 - Present
New York Life Insurance Company March 2009 - Present
Nimbit 2001 - 2008
Progressive Sales 1988 - 1999
Skills
Retirement, Small Business, 401(k) Rollovers, Estate Planning, Investments, Insurance, Retirement Planning, Key Person Protection, Succession Planning, Asset Protection, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Wealth Preservation..., Financial Services, Licensed in Long-Term..., IRA Rollovers, Buy-sell Agreements, Personal Finance
Education
Clark University
BA, Psychology, Business
Hull High School
North Seattle Community College September 2011 - Present
OfficeTeam October 2010 - August 2011
New York Life Insurance Company August 2007 - September 2010
Skills
Nursing, Nursing Care, Nursing Process, People Skills, Creative Problem Solving, Critical Thinking, Organization &..., Customer Satisfaction, Customer Oriented
Education
North Seattle Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Registered Nursing/Registered Nurse
Coastal Carolina University 2002 — 2006
Bachelor's degree, Marine Sciences, Biology, and Chemistry, Cum Laude
MemberSuite, Inc. March 2015 - Present
WhatCounts January 2013 - March 2015
New York Life Insurance Company August 2012 - December 2012
Skills
Lead Generation, Email Marketing, Salesforce.com, Digital Marketing, SaaS, Social Media Marketing, Online Marketing, Online Lead Generation, Business Development, Mobile Marketing, Management, Sales, Email Systems, Superior Client Service, Mobile Devices, Marketing Automation, CRM, Strategic Partnerships, Marketing, Data-driven Marketing, Web Analytics, Social Media Integration, SEM, Analytics, Marketing ROI, Market Research, Email ROI, Sales Process, Client Services, Listening, Association Management..., Association Memberships, Association Meetings, Association Management
Education
Clemson University 2008 — 2012
Bachelor of Science (B.S.), Business Management and Economics
Dunwoody High School
Dwight School August 2014 - Present
New York Life Insurance Company January 2014 - February 2014
Mulligan Security February 2010 - January 2014
TMB Security, LLC December 2009 - January 2014
The Original Paw Pleasers May 2008 - December 2009
Hanson Slag Cement May 2006 - December 2007
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2012
Bachelor of Arts, Major in Criminology and a Minor in Police Studies
SAN DIEGO COMMUNITY COLLEGE
Criminal Justice
Florida Institute of Technology
Civil Engineering
THE DWIGHT INTERNATIONAL SCHOOL
International Baccalaureate Degree
A1 Insurance Solutions January 2014 - Present
GFI Insurance Brokerage, Inc. March 2013 - January 2014
New York Life Insurance Company January 2010 - January 2013
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Mutual Funds, Pensions, Health Insurance, Financial Planning, Small Business, Employee Benefits, Investments, Financial Services, Customer Service
Education
John Jay College of Criminal Justice
Forensic Psychology, Forensic Psychology
Five Peaks Capital Group October 2012 - Present
Eagle Strategies LLC October 2011 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company March 2009 - Present
Nylife Securities, LLC March 2009 - 2012
Countrywide Bank February 2008 - February 2009
Skills
Strategic Financial..., Retirement, Retirement Planning, Insurance, Finance, Portfolio Management, Securities, Financial Services, Small Business, Analysis, Credit, Project Planning, Wealth, Accounting, Fixed Annuities, Investments, Estate Planning, IRAs, Mutual Funds, 401k, Wealth Management, College Funding..., Term Life Insurance, Life Insurance, Alternative Investments, Multi-family Investments, Cost Savings Strategies, financial, Financial Analysis, stocks, Equities, Private Equity, Equity Trading
Education
Colorado State University 2005 — 2008
BS, Sociology, Political Science
Coe College 2003 — 2005
Bachelor of Science (BS), Sociology
New York Life June 2011 - Present
New York Life Insurance Company August 2005 - June 2011
MainStay Funds/New York Life Investment Management February 1999 - August 2005
AXA Equitable June 1996 - February 1999
Skills
Public Speaking, Integrity, Follow-through Skills, Series 6, Series 63, Series 7, Series 65, Texas, Oklahoma, New..., CMFC, Relationship Management, Creative Solutions, Customer Satisfaction, Life Insurance, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Asset Allocation, Variable Annuities, Investment Strategies, Wealth Accumulation, Financial Planners, Finance, IRAs, Wealth Management, Financial Services, Investment Advisory, 401k, 401k Rollovers, Financial Planning
Education
The American College 2011 — 2013
CLTC, Currently Attending
College for Financial Planning 2000 — 2001
CMFC
NYU, School of Continuing Education 1990 — 1991
Certificate Program, Real Estate Investment Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 1984 — 1988
Bachelor of Arts (BA), Demography and Population Studies
New York Life Insurance Company January 2009 - Present
NYLife Securities LLC. January 2009 - Present
Education
Coastal Carolina University 2004 — 2008
Bachelors, Business Management and Marketing
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company January 2012 - Present
Travelers November 2009 - October 2011
Skills
Insurance, Retirement, Financial Services, Life Insurance, Sales, Retirement Planning, Term Life Insurance, Marketing
Education
Clarkson University 1997 — 1998
Master of Business Administration (MBA)
Keuka College 1995 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
National Enterprise System January 2013 - June 2013
New York Life Insurance Company September 2011 - October 2012
Working America March 2010 - November 2010
Taco Bell August 2008 - January 2010
Taco Bell 2006 - 2008
Skills
Social Media, Team Building, Fixed Annuities, Accounts Receivable, Negotiation, Recruiting, Life Insurance, Event Planning, Accounts Payable, Insurance, Microsoft Office, Investments
Education
Cleveland State University 2013 — 2014
Master of Business Administration (MBA), Operations and Supply Chain & International Business
University of Phoenix-Cleveland Campus 2010 — 2013
Bachelor of Business Administration (BBA)
Stark State College of Technology
Associate of Applied Business Management
Spartanburg Regional March 2012 - Present
Spartanburg Community College 2010 - Present
Greenville Hospital System July 2011 - March 2012
Clemson University Small Business Development Center March 2010 - June 2011
NuVox 2007 - 2010
UHS-Pruitt Corporation 2006 - 2007
New York Life Insurance Company 2004 - 2005
Skills
Cash Flow, Balance, Start-ups, Small Business, Financial Forecasting, Financial Projections, Financial Planning, Management Consulting, Budget Analysis, Small Business..., Business Planning, Financial Reporting, Accounting, P&L, Accruals, Reconciliation, Financial Analysis, Business Strategy, Entrepreneurship, Forecasting, Account Reconciliation, Strategic Financial..., Process Improvement, Budgets, Marketing, Income Statement, Public Speaking, Management, Business Development, Team Building, Six Sigma, Physician Compensation, Healthcare Reimbursement, Variance Analysis, Bookkeeping, Life Insurance, Licensed Life & Health..., Health Insurance, Networking, Building Relationships, Needs Analysis, Compensation, Fundamental Analysis, Project Planning, Finance, Deferred Compensation
Education
Clemson University - College of Business and Behavioral Science 2007 — 2009
MBA, Business Administration
Clemson University
Bachelors, Mathematical Science/Financial Management
IntelliNet Corporation April 2013 - Present
Regency Technologies, LLC October 2012 - April 2013
New York Life Insurance Company January 2012 - October 2012
Brooklyn City School District January 2009 - December 2011
Cuyahoga County Public Library April 2005 - March 2008
Skills
Teaching, Computer Hardware, Hardware Installation, Hardware Diagnostics, Windows Services, Windows 7, Education, Customer Service, PowerPoint, Microsoft Office, Technical Support, VMware, Help Desk Support, Windows, Outlook, Active Directory, Cisco Technologies, Windows Server, Servers, Disaster Recovery, Microsoft Exchange, Troubleshooting, Virtualization, Citrix
Education
Cleveland State University 2005 — 2008
B.A., Social Studies
Cuyahoga Community College 2003 — 2005
N/A, History
Holy Name High School 1999 — 2003
New York Life Insurance Company October 2005 - Present
Marsh October 2002 - August 2005
Deutche Bank May 2000 - September 2002
Goldman Sachs asset management May 1998 - May 2000
Skills
Quality Assurance, Regression Testing, Requirements Analysis, User Acceptance Testing, Leadership, Testing, Strategy, Business Analysis, SDLC, Management
Education
John Jay College of Criminal Justice
BNY Mellon 2015 - Present
BNY Mellon 2013 - 2015
Longbridge Financial, LLC 2012 - 2013
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2005 - 2011
New York Life Insurance Company 2001 - 2005
JPMorgan Chase 1998 - 2000
Skills
Investments, Executive Management, Wealth Management, Insurance, Strategy, Management, Finance, Leadership, Entrepreneurship, Business Development
Education
Colgate University 1992 — 1996
Bachelor of Arts, BA, Philosophy
FA Technologies LLC January 2015 - Present
Heritage Museum of Orange County September 2013 - March 2015
Planned Giving Round Table of Orange County January 2014 - December 2014
USS MIDWAY Museum April 2008 - August 2013
The Village Gourmet/San Clemente Cooking School January 2003 - January 2008
San Clemente Downtown Business Association 2007 - 2008
Transamerica 1998 - 2003
Saddleback Community College 1998 - 2000
New York Life Insurance Company September 1990 - September 1993
Merrill Lynch June 1983 - September 1988
Skills
Planned Giving, Charities, Public Speaking, Gifts, Fundraising, Stewardship, Annual Giving, Estate Planning, Non-profits, Grants, Fundraisers, Grant Writing, Philanthropy, Endowments, Charitable Trusts, Board Development, Charitable Gift Planning, Volunteer Management, Prospect Research, Nonprofits, Trusts, Leadership, Museums, Major Gift Development, Community Outreach, Program Development, Moves Management, Program Management, Public Relations, Alumni Relations, Non-profit..., Capital Campaigns, Non-profit Board..., Raiser's Edge, Board Relations, Resource Development, Private Foundations, Foundations, Proposal Writing
Education
Saddleback College 2010 — 2014
Certificate of Accomplishment, Travel and Tourism Department
Western State University College of Law 1993 — 1997
Juris Doctor (J.D.), Law
College for Financial Planning 1985 — 1988
Certified Financial Planner, Financial Planning and Services
California State University- East Bay 1978 — 1980
Bachelor's Degree, Finance
New York Life Insurance Company July 2014 - Present
Capriottis October 2013 - June 2014
Interstate Auto Glass March 2012 - October 2013
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Sales, Time Management, Training, Microsoft Word, Account Management, Leadership
Education
Coastal Carolina University 2006 — 2011
Bachelor's degree, Accounting and Business/Management
Coastal Carolina University 2006 — 2011
Accounting, Accounting
New York Life Insurance Company September 2014 - Present
Nationwide Insurance September 2012 - September 2014
NAA Life July 2012 - October 2012
American Income Life March 2012 - July 2012
Taza Fresh Catering November 2010 - March 2012
The Light Group December 2007 - June 2008
Tropical Smoothie Cafe July 2005 - August 2007
Skills
Life Insurance, Estate Planning, Strategic Planning, Social Networking, Building Strong..., Insurance, Fixed Annuities, Term Life Insurance, Marketing, Employee Benefits, Retirement, Finance, Disability Insurance, Health Insurance, Investments, Microsoft Office, Retirement Planning, Small Business, Microsoft Excel, Long-term Care, Property & Casualty..., Real Estate, Universal Life, Property, Whole Life, PowerPoint, Commercial Insurance, General Insurance, Umbrella Insurance, Legacy Giving, Multi-generational..., Income Protection, Guaranteed Lifetime..., High Net Worth..., Financial Markets, Business Planning, Long-term Customer..., Customer Service, Wealth Preservation...
Education
Cleveland State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Notre Dame Cathedral Latin 1996 — 2000
High School Diploma, Economics
St. Paschel Baylon School
jls computer services April 2009 - Present
milford management 2010 - 2012
COPSTAT SECURITY LLC. 2003 - 2006
New York Life Insurance Company 2001 - 2003
Skills
CCTV, IP, Burglar Alarm, Networking, Security, Network Security, Computer Hardware, Troubleshooting, Customer Service, Windows, Windows 7, Computer Repair, Technical Support, Disaster Recovery, Windows XP, Cloud Computing, VMware, Sales, TCP/IP, Microsoft Office, Management
Education
Per Scholas 2006 — 2012
A+ hardware Technician / Network+ comptia Technical certifications, Computer hardware and Network repair and configuration
City University of New York-John Jay College of Criminal Justice
Forensic Psychology
Silver Lane Advisors LLC October 2012 - Present
New York Life Insurance Company June 2006 - September 2012
Prudential Financial, Inc January 1999 - June 2006
PaineWebber, Inc January 1997 - January 1999
Socimer International Corporation June 1992 - January 1997
The Chase Manhattan Bank September 1985 - June 1992
Skills
Corporate Development, Financial Services, Mergers, M&A experience, Asset management, Insurance, Banking, Investment Banking, Strategic Planning, Financial Advisory, Financial Analysis, Financial Planning, Structuring, Valuation, Due Diligence, Private Equity, Latin America, Emerging Markets
Education
Columbia University 1983 — 1985
MBA, Finance and International Business
Colby College 1978 — 1982
BA, Economics - with Distinction
Tax Planning and Financial Services September 2013 - Present
Fulton County Schools - Pension Department August 2008 - September 2013
McMaster Carr Supply Company January 2006 - April 2008
Bank of America Corporation May 1994 - June 2001
Office of Thrift Supervision (Office of the Comptroller of the Currency) June 1989 - April 1994
New York Life Insurance Company September 1987 - April 1989
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Credit Risk, Credit Analysis, Customer Service, Mortgage Lending, Risk Management, Microsoft Excel, Financial Analysis, Financial Risk, Portfolio Management, Microsoft Office, Commercial Lending, Consumer Lending, Branch Banking, Cash Management, Microsoft Word
Education
Georgia State University 2012 — 2014
Master of Taxation - Summer 2014 Completion, Tax Law/Taxation
Kennesaw State University 1994 — 1995
Master of Business Administration (MBA), Strategic Management
Clark Atlanta University
Bachelor of Arts (BA), Pre-Law and Communication Studies
Prudential Financial April 2013 - May 2013
New York Life Insurance Company March 2012 - August 2012
Skills
Microsoft Excel, Mutual Funds, Financial Analysis, Analysis, Strategic Planning, BlackRock Aladdin, Lipper
Education
Clarion University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), International Business
Otto-Friedrich-Universität Bamberg 2008 — 2009
Bachelor of Science (BS), International Business
Grace Property Services January 2015 - March 2015
New York Life Insurance Company November 2013 - May 2014
SCI Engineered Materials. Inc November 2009 - January 2012
Slabe Machined Metals December 2008 - March 2009
Next Generation Films 2009 - 2009
Skills
Quality Control, Inspection, Quality Management, Machining, Microsoft Excel, Software Documentation, Customer Service, Microsoft Office, Continuous Improvement, Manufacturing, Quality Assurance
Education
Cleveland State University 1998 — 2001
BA, Psychology
Saint Ignatius High School 1992 — 1997
H.S. diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
New York Life Insurance Company May 2008 - Present
Argent Mortgage Company March 2005 - March 2008
GE Capital September 2001 - February 2005
GE Capital March 1997 - August 2001
Skills
Retirement, Insurance, Leadership, Customer Service, Sales, Recruiting, Training, Life Insurance, Finance, Business Planning
Education
Clemson University 1991 — 1995
Bachelor of Science, Marketing
New York Life Insurance Company September 2007 - April 2012
NYLIFE Securities LLC September 2007 - April 2012
New York Life Retirement Plan Services 1994 - 2007
USO 1993 - 1994
Saevitz & Brown, P.C. 1992 - 1993
Prime Computer 1984 - 1992
Skills
Estate Planning, Securities, Wealth, ERISA, Retirement Planning, Pensions, Investments, Series 7, Life Insurance, 401k, Financial Services, Retirement, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Fixed Annuities, Employee Benefits, Asset Management, Series 63
Education
Colgate University
New York Life Insurance Company March 2015 - Present
Trust Realty One, LLC December 2014 - February 2015
Trust Realty One, LLC June 2014 - January 2015
Trust Realty One, LLC June 2014 - January 2015
Clark University August 2010 - June 2014
Skills
Administrative..., Real Estate Marketing, Proctoring, Office Management, Microsoft Office, Social Media Marketing, Sales Operations, Marketing, Communication, Basic HTML, Photography, Adobe Creative Suite, Advertising, Product Marketing, Team Building, PowerPoint, Customer Service, Research, Public Speaking, Microsoft Excel, Microsoft Word
Education
Clark University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
AP Staffing March 2015 - Present
Accounting Principals January 2014 - March 2015
Bankers Life and Casualty February 2013 - January 2014
New York Life Insurance Company January 2009 - May 2009
Skills
Sales, Marketing Strategy, Sales Presentations, Lead Generation, Relationship Management, Business Analysis, Brand Development, Forecasting, Market Penetration, Team Leadership, Leadership Development, Coaching, Identifying Client Needs, Closings, Mentoring, PowerPoint, Cold Calling, Customer Service, Sales Operations, Management, Customer Satisfaction, Demography, Microsoft Excel, CRM, Customer Retention
Education
Coastal Carolina University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dominion Financial Partners, LLC October 1980 - Present
New York Life Insurance Company December 1980 - February 2015
Arlington County Police Dept. September 1978 - September 1980
Skills
IRAs, Estate Planning, Fixed Annuities, Wealth Accumulation, Retirement Planning, Retirement, Disability Insurance, Financial Planners, 401k Rollovers, Roth IRA, Life Insurance, Mutual Funds, Wealth Management, Term Life Insurance, Buy-sell Agreements, 401k, Whole Life, Small Business, Investments, Variable Annuities, Wealth, Financial Advisory, Universal Life, Insurance, Asset Protection, Key Person Insurance, College Savings Plans, Succession Planning, Investment Strategies, Estate Tax Planning, Personal Finance, Guaranteed Lifetime..., Wealth Management..., Asset Management, Securities, Asset Allocation, Strategic Planning, Multi-Generational..., Long-Term Care Insurance, Legacy Planning, Wealth Preservation..., Multi-Generational...
Education
College for Financial Planning 2004 — 2006
CFP, Financial Planning
The American College 1987 — 1988
CLU, Life Insurance
The American College 1984 — 1987
ChFC, Financial Consulting
George Mason University 1975 — 1977
BS, Law Enforcement
Grainger September 2015 - Present
Johnson & Johnson January 2014 - September 2015
Johnson & Johnson January 2013 - January 2014
Impact Office Products June 2009 - January 2013
Office Depot March 2006 - June 2009
New York Life Insurance Company July 2004 - March 2006
Skills
Solution Selling, Contract Negotiation, Building Strong..., Client Presentation, New Client Prospecting, Sales Management, Team Leadership, Customer Service, Strategic Planning, Business Development, Management, CRM, Sales, Sales Operations, Direct Sales, Account Management, New Business Development, Leadership, Forecasting
Education
Cleveland State University
B.A, History/7-12 Teacher Certification
Cuyahoga Community College
Trinity High School
McNaughton-Mckay May 2012 - Present
StarkRFID April 2009 - May 2012
Lincoln Financial Group August 2008 - May 2010
New York Life Insurance Company July 2004 - August 2008
Cross Company December 1999 - July 2004
Rockwell Automation March 1998 - December 1999
Cryovac March 1993 - March 1998
Skills
Sales, Account Management, New Business Development, Technology, RFID applications, Project Management, Control Systems Design, Programming
Education
Clemson University 1988 — 1992
Bachelor of Science (B.S.), Electrical Engineering
Nu Skin Enterprises December 2012 - Present
Nuskin/Pharmanex January 2012 - Present
New York Life Insurance Company October 2011 - Present
Mindie Freeman Insurance Agency June 2009 - Present
Mindie Freeman Ins Agency LLC, September 2007 - Present
American Family Insurance August 2003 - October 2005
Skills
Whole Life, Disability Insurance, Life Insurance, Insurance, Long-term Care, Sales, Long Term Care Insurance, Retirement, Finance, Investments, Fixed Annuities, Universal Life
Education
Cleveland State University 2000 — 2003
Bachelor, Business Administration
Cuyahoga Community College 1997 — 2000
Business Administration, Information Technology
Providence Service Corporation March 2013 - Present
Meintel Tutoring November 2012 - Present
Boys and Girls Clubs of America November 2012 - March 2013
Pro Teck Valuation Services February 2010 - April 2012
City Realty Group April 2007 - September 2010
New York Life Insurance Company August 2008 - July 2009
MEMIC March 2005 - January 2007
Skills
Series 6, Series 63, Microsoft Office, Customer Service, Life & Health Insurance..., Real Estate Sales..., Licensed Life & Health..., Disability Insurance, Investments, Microsoft Excel
Education
Colby College 2000 — 2004
Bachelor of Arts (B.A.), Economics, 3.45
North Yarmouth Academy 1996 — 2000
Fidelity Investments October 2014 - Present
Fidelity Investments September 2011 - Present
Cleveland Heights High School April 2011 - May 2012
New York Life Insurance Company April 2011 - August 2011
SJC Acquisitions, Inc June 2010 - November 2010
Delta Upsilon International Fraternity-Colgate Chapter November 2008 - May 2010
Skills
Series 9/10, PowerPoint, Series 7, Microsoft Office, Series 63, Series 66
Education
Colgate University 2006 — 2010
BA, Economics
Ashland University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Walsh Jesuit High School 2002 — 2006
New York Life Insurance Company 2009 - Present
Rotary International 2009 - Present
Carpe Diem Toastmasters 2012 - 2013
Patriots Path 2011 - 2011
Edmund P. D'Elia, P.C. February 1996 - November 2008
Skills
Insurance, Estate Planning, Annuities, Financial Planning, Long Term Care, Retirement, Public Speaking, Contract Negotiation, Research, Writing, Annuity, Negotiation, Retirement Planning, Investments, Employee Benefits, Small Business, Securities, Disability Insurance, Editing, IRA's, Fixed Annuities, Long-term Care, IRAs, Long Term Care Insurance, Mutual Funds, Strategic Financial..., College Savings Plans, 401k Rollovers, Term Life Insurance, Life Insurance, Financial Planners, Series 7, Whole Life, Series 63, Financial Advisory, 401k, Wealth Management..., Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Finance, Series 6, Health Insurance, Asset Management, Pensions, Variable Annuities, Defined Benefit, Universal Life, Personal Finance
Education
Touro College Jacob D. Fuchsberg Law Center 1989 — 1992
Doctor of Law (J.D.)
Clark University 1984 — 1988
Lenox Memorial High School 1979 — 1984
dp Brokerage, Inc. November 2013 - Present
Humana Inc May 2011 - May 2013
Independent Contractor January 2011 - February 2011
New York Life Insurance Company June 2005 - January 2011
Skills
Coaching, Non-profits, Disability Insurance, Small Business, Term Life Insurance, Fixed Annuities, Long-term Care, Life Insurance, Universal Life, Health Insurance, Long Term Care Insurance, Insurance, Team Building, IRAs, Employee Benefits, Retirement Planning, Health Savings Accounts, Financial Planners
Education
Clark Atlanta University 1978 — 1980
BA, Business Administration - Concentration in Finance
University of Houston-Downtown
Manhattan Borough President's Office January 2015 - May 2015
Imaex Seafoods Co August 2011 - September 2014
Latinos Americanos Unidos, Inc. April 2003 - August 2013
New York Life Insurance Company June 2008 - October 2011
MIMDES - Ministry of the Woman and Human Development October 1997 - February 2003
Skills
Wealth Management, Public Speaking, Financial Services, Customer Service, Personal Finance, Recruiting, Strategic Planning, Asset Managment, Financial Analysis, Asset Allocation, Fixed Annuities, Wealth, Disability Insurance, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Retirement Planning, Investments, Insurance
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Bachelor of Arts (BA), International Criminal Justice, 3.975
The American College 2009 — 2011
LUTCF, Financial Planning and Services
I.S.T. Computronic Tech 1992 — 1995
System Analyst, Computer Technology/Computer Systems Technology
New York Life Insurance Company September 2010 - Present
Insphere Insurance Solutions September 2009 - June 2010
Education
Cleveland State University 2005 — 2008
business
Lakeland Community College 2003 — 2005
associate of science
Britton Gallagher January 2014 - Present
Selman & Company October 2011 - April 2013
Selman & Company 2011 - 2013
New York Life Insurance Company June 2008 - January 2011
Xpress Loan Servicing June 2006 - March 2008
Clergy United For Juvenile Justice August 2001 - September 2005
Skills
Customer Service, Insurance, Invoicing, Management, Software Documentation, Call Centers, Claim, Quality Assurance, Brokers, Health Insurance, Property, Underwriting, Risk Management, Liability, General Insurance, Sales
Education
Cleveland State University
Communications
Hondros College of Business
Communications
The Ohio State University
Elite Medical Scribes May 2015 - Present
Greenville Health System June 2014 - April 2015
New York Life Insurance Company June 2013 - June 2014
Morningside Assisted Living August 2012 - December 2012
BI-LO, LLC April 2011 - August 2012
Skills
Customer Service, Teamwork, Communication, Organization, Microsoft Office, Research, Matlab, AED, First Aid, CPR Certified
Education
Clemson University 2011 — 2015
B.S. in Biological Sciences, Minor in Psychology, 3.32 GPA
New York Life Insurance Company August 2015 - Present
The Row, LLC / Dualstar Entertainment Group April 2014 - Present
Cystic Fibrosis Foundation August 2013 - Present
vente-privee USA August 2013 - April 2014
vente-privee USA December 2012 - July 2013
The Terraces at Seacrest Village May 2012 - August 2012
Talbots February 2012 - May 2012
Coastal Carolina University August 2008 - May 2012
Surfers Supplies July 2006 - August 2011
Skills
Time Management, Customer Service, Event Planning, Public Speaking, PowerPoint, Sales, Advertising, Retail, Research, Microsoft Word, Microsoft Office, Facebook, Higher Education, Teaching, Social Media, Student Affairs, Microsoft Excel, Student Development, Student Leadership, Social Networking, Community Outreach
Education
Coastal Carolina University 2008 — 2012
Bachelor of Science (BS), Resort and Tourism Management
JPMorgan Chase October 2013 - Present
New York Life Insurance Company November 2012 - June 2013
Securitas January 2009 - November 2012
Waddell & Reed May 2012 - August 2012
Skills
Sales, Financial Analysis, Financial Advisory, Communication, Typing, Leadership, Finance, Disability Insurance, Long-term Care, Retirement, Series 7, Investments
Education
Washington State University 2009 — 2011
Business Administration, Management and Operations
Clark College 2006 — 2009
Business Administration and Management, General
New York Life Insurance Company August 2012 - May 2013
Prime Access March 2012 - May 2012
Tilis Law Group September 2009 - September 2011
NGLCC NY 2011 - 2011
Cystic Fibrosis NYC 2011 - 2011
INTERIANO ENTERPRISES July 2009 - June 2010
DIDIT LLC May 2008 - February 2009
YODLE INC October 2007 - May 2008
Ambassador Internet Promotions September 2006 - October 2007
Ricoh Business Systems August 2005 - September 2006
Skills
Search Engine Marketing, Paid Search, PPC, Optimization, Spanish, Excel, Word, PowerPoint, Google Adwords, Google Analytics, pay per click, Data Analysis, Project Planning, Web Project Management, Account Management, SEM, Social Media Marketing, Lead Generation, Email Marketing, Digital Marketing, Online Advertising, Online Marketing
Education
City University of New York-John Jay College of Criminal Justice
New York Life Insurance Company January 2013 - January 2014
DANAHER CORPORATION July 2011 - January 2012
3M COMPANY May 1997 - March 2010
JOHNSON & JOHNSON 1993 - 1996
Skills
Healthcare, Social Media, Global Marketing, US Hispanic Market, Foreign Languages, International Business..., Marketing Strategy, Brand Development, Cross-functional Team..., Marketing, Strategy, Brand Management, Medical Devices, P&L Management, P&L Responsibility, CRM, Siebel, SharePoint, Salesforce.com, Sales Management, Executive Management, New Business Development, International Marketing, Product Development, Product Launch, Strategic Planning, Sales, Business Strategy, Competitive Analysis, Market Planning, Marketing Research, Business Planning, E-commerce, Marketing Management, Market Development, Product Management, Market Research, International Business, Product Marketing, Six Sigma
Education
University of St. Thomas - Opus College of Business 1998 — 2000
MBA, Marketing Management
University of St. Thomas - Opus College of Business 1996 — 1998
MBA, International Managemet
Colegio de Estudios Superiores de Administración 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Finance
Pontificia Universidad Javeriana 1986 — 1991
BS Engineering, Industrial Engineering
Rochester School 1982 — 1986
Colegio San Carlos
AIG October 2012 - Present
UPS February 2012 - May 2012
SBLI USA March 2011 - July 2011
New York Life Insurance Company September 2008 - March 2011
Charles River May 2006 - August 2008
Accountemps Salaried Professional Services July 2004 - May 2006
Various contract positions June 2001 - July 2004
Deloitte August 2000 - May 2001
United States Army July 1997 - July 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, JD Edwards, ProSystem fx Tax, QuickBooks, Strategic Planning, Internal Audit, Marketing, GAAP, Process Improvement, Recruiting, Project Planning, Accounting, Financial Modeling, Forecasting, Analysis, Visio, Sarbanes-Oxley, Budgets, Financial Statements, Risk Assessment, Management, Financial Analysis, Auditing, IT Audit, Software Documentation, Internal Controls, Managerial Finance, Financial Accounting, Insurance, Access, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Project Management, Program Management, Leadership, US GAAP
Education
Northeastern University 1995 — 1996
MBA/MS, Accounting
Colby College 1990 — 1994
BA, History
Great Lakes Benefit Group, LLC April 2006 - Present
Consolidated Financial Corporation June 2011 - July 2012
Great American Financial Resources May 2008 - May 2011
Colonial Life April 2006 - May 2008
Colonial Life November 2000 - March 2006
Colonial Life November 1998 - October 2000
Pontiac Public School District March 1996 - November 1998
New York Life Insurance Company August 1995 - March 1996
Skills
Coaching, Insurance, Benefits, Employee Benefits, Employee Relations, Critical Illness, Long-term Care, Negotiation, Workers Compensation, 401k, Organizational..., Performance Management, Onboarding, Change Management, Succession Planning, Retirement, Medicare, Project Management, Management, Health Insurance, Benefits Administration, Strategy, Brokers, Team Building, Disability Insurance, Training, Sales, Strategic Planning, Marketing, Leadership
Education
Clark Atlanta University 1990 — 1994
BA
Cass Technical High School 1986 — 1990
Diploma
New York Life Insurance Company June 2013 - Present
Citizens Financial Group - Charter One Bank February 2008 - May 2013
Heights Community Congress April 2007 - February 2008
The EDGE Campus Ministry & Art Gallery March 1997 - October 2006
Skills
Leadership Development, Nonprofits, Public Speaking, Strategic Planning, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Buy-sell Agreements, Charitable Giving, Communication, Creative Problem Solving, Customer Insight, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, Key Person Insurance, Legacy Planning, Life Insurance, Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection Planning /..., Retirement Planning, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer..., Workshop Facilitation, Writing, Account Management
Education
Fuller Theological Seminary 1986 — 1988
Masters of Divinity, Theology
Regent College 1979 — 1981
Graduate Diploma, Theology and History
Cleveland State University 1972 — 1976
Bachelor of Arts, Political Science
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company July 2008 - Present
The Nielsen Company November 2007 - July 2008
The Nielsen company February 2002 - November 2007
The Nielsen Company February 2002 - November 2007
Perot Systems December 1998 - February 2002
Digital Lightwave July 1997 - December 1998
Harris Corporation May 1994 - July 1997
Clemson University May 1992 - May 1994
IBM 1990 - 1991
Skills
Enterprise Architecture, IT Strategy, Solution Architecture, Enterprise Software, Architecture, SDLC, Requirements Analysis, SOA, Agile Methodologies, Software Project..., Java Enterprise Edition, XML, Vendor Management, Testing, Software Engineering, Software Development, Software Documentation, Java, Architectures, Leadership, Integration, Management, Project Management, Program Management, Scrum, Process Improvement
Education
Clemson University 1992 — 1994
MS, Computer Engineering, Minor in Computer Science
Michigan State University 1986 — 1991
BS, Electrical Engineering
Tanger Factory Outlet Centers, Inc. July 2014 - Present
Tanger Outlets, Myrtle Beach Hwy 501 August 2012 - July 2014
Tanger Outlets Hwy 17 Myrtle Beach, SC March 2010 - August 2012
New York Life Insurance Company May 2008 - January 2010
Dixie Stampede, LLC May 2001 - February 2008
Skills
Marketing, Sales, Event Planning, Customer Service, Email Marketing, Event Management, Public Relations, Hospitality, Marketing Communications, Customer Satisfaction, Budgets, Marketing Strategy, Trade Shows, Account Management, Social Media Marketing, Social Networking, Advertising, Social Media, Training, Fundraising, Facebook, Public Speaking, Recruiting, Cold Calling, Project Management, Budget Process, People Development, Operations Management
Education
Coastal Carolina University 1995 — 1999
BS, Business Management
New York Life Insurance Company June 2015 - Present
E J Sterling llc June 2014 - February 2015
Colby College ITS September 2013 - May 2014
United States Equal Employment Commission June 2013 - August 2013
Fore Street Advisory Solutions May 2012 - August 2012
Bronx Arts Ensemble September 2008 - April 2012
Colby College 2011 - 2012
Famous Horse, Inc. June 2011 - August 2011
Skills
SPSS, Data Analysis, Cpr Certified, Qualitative Research, Statistics, Research, Microsoft Excel, Spanish, EMT, Nonprofits, Creative Problem Solving, Marketing Strategy, Sales Management, Sales, Account Management, Wealth Preservation..., Life Insurance...
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.)
Pelham Preparatory Academy 2006 — 2010
Advanced Regents Diploma
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC December 2011 - Present
NYLIFE Securities LLC, New York Life Insurance Company December 2011 - March 2014
PNC Investments March 2009 - December 2011
Ameriprise Financial Services, Inc. January 2006 - March 2009
Skills
Retirement, Retirement Planning, Financial Services, Securities, Estate Planning, Investments, Finance, Insurance, FINRA, Personal Finance, IRAs, Analysis, 401(k) Rollovers,..., Small Business..., Wealth Preservation,..., Financial Planners, Small Business, Mutual Funds, Leadership, Financial Advisory, Life Insurance, Customer Service
Education
University of Maryland University College 2011 — 2013
"Master of Business Administration", Business Administration, Management and Operations, 4.0
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Retirement Planning, A
Princeton University 1973 — 1977
Bachelor of Science (B.S.), Biology, General, 3.5
New York Life Insurance Company November 2014 - Present
Wells Fargo Advisors May 2009 - October 2014
Merrill Lynch September 2007 - May 2009
Raymond James Financial Inc. February 2001 - September 2007
Skills
Finance, Leadership, Investments, Retirement Planning, Wealth Management, Financial Planning, Wealth, Retirement, Mutual Funds, Series 7, Financial Advisory, Life Insurance, Financial Services, Fixed Annuities, Insurance
Education
The American College 1998 — 2003
Finance
College for Financial Planning 2005 — 2007
Retirement Planning
The SC Center for Rehabilitation and Reconstruction Sciences August 2014 - Present
New York Life Insurance Company May 2013 - August 2014
The Hawkins Foundation January 2013 - April 2013
The Center for Developmental Services May 2012 - August 2012
Excel Rehabilitation and Sports Enhancement August 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Social Media, Teamwork
Education
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Public Health Science/Health Services Administration
Prairie Meadows Racetrack and Casino May 2014 - Present
Verizon Wireless January 2014 - June 2014
New York Life Insurance Company 2012 - 2014
US Army February 2006 - August 2010
Jenny Craig July 2009 - July 2010
Skills
Analysis, Microsoft Office, Microsoft Excel, Team Leadership, Leadership, Financial Analysis, Strategic Financial..., Microsoft Word, PowerPoint, Customer Service, Access, Training, Data Analysis, Management, Security Clearance, Team Building, Military, Sales, Government, Public Speaking, Social Media
Education
Iowa State University - College of Business 2013 — 2015
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Des Moines Area Community College 2011 — 2013
Associate of Arts (A.A.), Associates
Cochise College 2006 — 2007
Certificate of Completion, Imagery Analysis
New York Life Insurance Company September 2015 - Present
Eagle Strategies, LLC 2014 - Present
New York Life Insurance Company 2014 - Present
Bright Hope International July 2012 - December 2013
Fifth Third Bank February 2011 - April 2012
Nationwide Insurance January 2009 - December 2010
Utz Financial Services May 2003 - December 2008
Education
Villanova University
Master's Certificate, Organizational Leadership
Coined School, Santiago Chile
Intensive Spanish
Clarion University of Pennsylvania 1999 — 2003
B.A., English with Concentration in Writing
Dialog Group May 2015 - Present
The University of Texas at Austin October 2014 - May 2015
New York Life Insurance Company August 2014 - December 2014
356 Sushi and Martini Bar August 2011 - August 2014
Austin Children's Museum May 2013 - August 2013
Texas Orthopedics May 2012 - June 2012
Switch Willo Stables May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Leadership, Teamwork, Teaching, Social Networking, Marketing, Microsoft Word, Time Management, PowerPoint, Close Attention to..., Facebook, Organization, Social Media
Education
University of Texas at Austin 2014 — 2016
Master's Degree, Advertising
Clemson University - College of Business and Behavioral Science 2011 — 2014
Bachelor of Science (BS), Marketing
New York Life Insurance Company March 2015 - Present
Skills
Retirement Planning, Investments, Insurance, Sales, Long Term Care Insurance, Customer Service, Management
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Financial Management
Coastal Carolina University 2003 — 2004
BOK Financial September 2013 - Present
USAA March 2010 - September 2013
New York Life Insurance Company December 2008 - February 2010
Penn Mutual February 2008 - December 2008
Edward Jones December 2007 - February 2008
Mathis Brothers Furniture January 2006 - December 2007
Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life
Education
The American College 2011 — 2015
CFP Modules, Financial Planning and Services
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
Oklahoma State University-Stillwater, Ok 2001 — 2005
Business, Finance, General
The Murdaugh Agency June 2015 - Present
Bank of America October 2011 - May 2015
New York Life Insurance Company January 2010 - October 2011
Commercial Spreads, Inc. October 2008 - December 2009
Bank of Commerce 2008 - 2008
First Charter Bank 2006 - 2008
First Charter Bank (now Fifth Third) 2004 - 2007
RBC Centura 2002 - 2004
RBC Centura 2000 - 2002
Bank of America February 1997 - November 2000
Skills
Risk Management, Commercial Lending, Commercial Banking, Small Business, Financial Services, Small Business Lending, Credit Analysis, Loans, Mortgage Lending, Business Development, Credit, Banking, Portfolio Management, Underwriting, Finance, Financial Analysis, Asset Management, Insurance, Strategy, Executive Management, Sales Management, Business Strategy, Management, Sales, Strategic Financial..., Customer Service
Education
Clemson University 1986 — 1991
BS, Marketing
Avascent October 2014 - Present
The Avascent Group October 2013 - Present
Avascent August 2012 - October 2013
Macquarie Group June 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
US Congress July 2009 - August 2009
Skills
Defense, Stata, Management Consulting, Research, Economics, Strategy, Foreign Policy, Analysis, Government, Data Analysis, Policy Analysis, Qualitative Research, Due Diligence, Market Analysis, Mergers & Acquisitions, Leadership, Consulting, Microsoft Excel, Marketing Strategy, Aerospace, Microsoft Office
Education
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
Colgate University 2008 — 2012
BA, History, Magna Cum Laude
New York Life Insurance Company May 2015 - Present
L-3 Communications October 2012 - December 2014
L-3/MPRI March 2011 - June 2012
U.S. Army January 2010 - December 2010
Lockheed Martin/Harding Security Associates February 2007 - January 2010
Skills
TS/SCI Security..., Counterintelligence..., Army, Counterintelligence, Command, Defense, DoD, Government, Government Contracting, HUMINT, Intelligence, Intelligence Analysis, Military Experience
Education
Cochise College 2009 — 2009
Associate of Science (AS), Intelligence Operations
Defense Language Institute 2005 — 2006
Associate of Arts (AA), Russian Studies
Florida International University - College of Business Administration 2004 — 2004
Master of Science (MS), Management Information Systems, General
Florida International University 1995 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Darrell Financial Services January 2013 - Present
New York Life Insurance Company May 2012 - January 2013
Skills
Financial Analysis, Risk Management, Strategic Planning, Investments, Mutual Funds, Life Insurance, Retirement Planning, College Savings Plans, Wealth Management, Strategic Financial..., Insurance, Financial Services, Securities, Financial Advisory, Financial Planning, Fixed Annuities
Education
College for Financial Planning
CFP
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company October 2014 - Present
O.H. Anderson, LLC January 2013 - Present
South Carolina Democratic Party August 2013 - September 2014
No on 6 campaign August 2012 - November 2012
AFGE 2011 - 2011
United States Senate SAA August 2010 - November 2010
SEIU March 2009 - August 2009
United States Senate SAA January 2009 - March 2009
Obama for America August 2008 - November 2008
Pennsylvania Campaign for Change 2008 - 2008
Skills
Life Insurance, 401k Rollovers, Fixed Annuities, Estate Planning, Business Planning, Term Life Insurance, Guaranteed Lifetime..., Personal Finance, Permanent Life Insurance, Retirement Planning, Small Business, Universal Life, Life & Health Insurance..., Buy-sell Agreements, Employee Benefits
Education
Howard University School of Law 2009 — 2012
Juris Doctor
Morehouse College 2004 — 2008
B.A., Political Science
Clark Atlanta University
Sales Manager at Equitable Insurance March 2015 - Present
GIS a division of Xerox June 2014 - March 2015
New York Life Insurance Company 2014 - August 2014
Western & Southern Financial Group September 2010 - January 2014
Pennsylvania Life September 2008 - September 2010
Sears Home Improvement Products February 2008 - August 2008
Combined Insurance June 2003 - January 2006
J. Miller Express Inc. March 1994 - June 2003
Skills
Team Building, Customer Service, Management, Sales, Marketing, Sales Management, Strategic Planning, Public Speaking, Insurance, Event Planning
Education
Cleveland State University 1987 — 1992
BA, English, History
Brunswick High School 1984 — 1987
Diploma
New York Life Insurance Company November 2014 - Present
Fifth Third Bank May 2013 - November 2014
GetFit Training Center, LLC September 2005 - May 2013
Cleveland State University Recreation Center January 2011 - April 2013
Cleveland State University Recreation Center March 2009 - January 2011
Bally Total Fitness August 2000 - April 2004
Skills
Fitness, Sports, Event Management, Personal Training, Nutrition, Training, Customer Service, Athletics, Event Planning, Coaching, Program Management, Public Speaking, Sales, Social Media, Sports Management, Sports Marketing, Microsoft Office, Entrepreneurship, Cpr Certified, Team Building, Time Management, First Aid, AED, Wellness, Team Leadership, Leadership, Research, Microsoft Excel, Teamwork
Education
Cleveland State University 2009 — 2012
Bachelor of Science in Education, Sports Management
New York University January 2015 - Present
Citi December 2012 - Present
Holmdel Township School District April 2010 - Present
New York Life Insurance Company May 2011 - April 2012
Global Crossing June 2002 - May 2011
Makovsky and Company January 2001 - May 2002
Brodeur Worldwide November 1996 - December 2000
DeCordova Museum and Sculpture Park February 1991 - November 1996
Gehrung Associates 1989 - 1990
WMUR-TV 1988 - 1989
Skills
Internal Communications, Executive Communications, Crisis Communications, Intranet Strategy, Feature Writing, Speech Writing, Public Speaking, Social Media, Public Relations, Message Development, Political Campaigns, Employee Engagement, Strategic Communications, Telecommunications, Technology, Communication Training, Leadership, Build Strong Teams, Management, Executive-level..., Feature Articles, Start-ups, Program Management, Social Media Marketing, Corporate Communications, Business Strategy, Strategy, Editing, Marketing, Press Releases, Event Planning, Nonprofits, Change Management, Team Leadership
Education
Seton Hall University 2012 — 2012
Post-Graduate Professional Certificate, Social Media
Colgate University 1977 — 1981
BA cum laude, History and Political Science, 3.39
New York Life Insurance Company September 2014 - Present
Aeropostale April 2012 - September 2014
Hollister Co. April 2010 - April 2012
Skills
Life Insurance, Management, Financial Services, Customer Engagement, Strategic Planning, Account Management, Key Person Insurance, Small Business, Estate Planning, Retirement Planning, College Funding..., Leadership, Business Owner Planning
Education
Viterbo University 2005 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cochise College 2003 — 2005
Associate's Degree
Buena High School
High School
Spring Lake Golf Club March 2009 - Present
New York Life Insurance Company June 2015 - August 2015
Clemson Fund February 2015 - June 2015
PGA of America June 2014 - August 2014
Skills
Research, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Event Planning, Time Management, Leadership, Sales
Education
Clemson University - College of Business and Behavioral Science 2013 — 2017
Economics, Sophomore
Drew University
New York Life Insurance Company January 2015 - Present
CLASS, Inc. May 2014 - January 2015
Clemson University October 2011 - April 2014
Tween Brands June 2008 - August 2013
Skills
Small Business, College funding, Retirement Planning, Life Insurance, Insurance, Public Speaking, Customer Service, Time Management, Teamwork, Event Planning, Sales, Leadership, QuickBooks, Microsoft Office
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Accounting
New York Life Insurance Company September 2013 - Present
ATARI, INC August 2011 - July 2012
YOOSTAR ENTERTAINMENT GROUP2010 - 2011 April 2010 - May 2011
MAJESCO ENTERTAINMENT2005 - 2010 May 2005 - January 2010
EIDOS INTERACTIVE January 1998 - January 2005
TAKE 2 INTERACTIVE January 1995 - January 1998
Skills
Licensed Life Insurance..., Protection..., Financial Services, Long Term Relationship..., Strategic Partnerships, Leadership
Education
Colgate University 1980 — 1984
B.A, Economics
SEACRET Direct April 2015 - Present
doTERRA June 2014 - Present
American Wealth Group October 2013 - Present
New York Life Insurance Company November 2012 - September 2013
U.S. Bank October 2012 - December 2012
MassMutual Financial Group July 2012 - October 2012
Garda November 2011 - December 2011
Wells Fargo Financial February 2008 - July 2009
Portfolio Management Group August 2006 - October 2007
Memberworks Canada September 2005 - December 2006
Skills
Financial Analysis, HTML, Access, Accounting, Public Speaking, Social Media, Financial Modeling, English, Time Management, Data Analysis, Team Leadership, Economics, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Sales, Teamwork, Work Well Independently, Strategic Planning, Insurance, Retirement Planning, Finance, Budgets, Team Building, Training, Financial Services, Marketing, Coaching, Small Business
Education
Washington State University 2010 — 2012
Political Science/Business
Clark College
Associate of Arts (A.A.), Business/Finance
Clark College
Associate of Science (A.S.), Organic Chemistry
Concordia University
Biochemistry
Millbrook School June 2013 - Present
Tradeweb June 2012 - June 2013
New York Life Investments January 2012 - January 2012
New York Life Insurance Company June 2011 - August 2011
Newark Academy June 2009 - August 2010
MacKay Shields June 2010 - June 2010
Skills
Tutoring, PowerPoint, Teaching, Event Planning, Adult Education, Non-profits, Microsoft Excel, Microsoft Office, Research, Higher Education, Student Affairs
Education
Colgate University 2009 — 2012
Bachelor of Arts, Educational Studies
Trinity College 2008 — 2009
Bachelor of Arts, Education; Spanish
Newark Academy 2002 — 2008
MetLife May 2012 - Present
The Hartford August 2011 - May 2012
MassMutual Financial Group 2005 - 2011
Nationwide Financial 2003 - 2005
Travelers Life & Annuity 1999 - 2003
New York Life Insurance Company 1995 - 1999
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Planning, Disability Insurance, Estate Planning, Insurance, Investment Strategies, Life Insurance, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Sales, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Variable Annuities, Wealth, Wealth Accumulation, Whole Life, Financial Planning, Financial Advisory, Wealth Management
Education
College for Financial Planning
Professional Designations, CMFC, CRPC(R)
Universidad La Salle, A.C.
Civil Engineer
Medivators June 2015 - Present
Spectramed Solutions 2014 - Present
Stryker Communications October 2011 - 2014
New York Life Insurance Company 2011 - 2013
Synnex June 1996 - July 2011
Delta Woodside - Delta Mills Marketing May 1994 - June 1995
Skills
Sales Process, Solution Selling, Direct Sales, Channel, Sales Management, Account Management, Marketing Strategy
Education
Clemson University 1988 — 1994
BS, Management
USAA November 2012 - Present
Wells Fargo June 2012 - November 2012
USBank March 2011 - May 2012
Marriott International December 2009 - July 2010
New York Life Insurance Company March 2009 - September 2009
Aimbridge Hospitality May 2008 - August 2008
Education
Coastal Carolina University 2005 — 2009
Business, Resort and Tourism Management
Highlands High School 2001 — 2005
State Farm insurance July 2010 - Present
Northwestern Mutual Financial Network March 2009 - March 2011
AAA Oregon / Idaho September 2000 - September 2008
New York Life Insurance Company September 1997 - September 2000
Skills
Fixed Annuities, Insurance, Customer Service, Property & Casualty..., Public Speaking, Strategic Financial..., Budgets, Disability Insurance, Term Life Insurance, Whole Life, Sales, Life Insurance, Strategic Planning, Umbrella Insurance, Health Insurance, Commercial Insurance, Long-term Care, Homeowners, Renters, Long Term Care Insurance, Casualty, Universal Life
Education
Clackamas Community College 2010 — 2011
Associates of Arts
Portland State University 1990 — 1991
Business
McKay High School 1986 — 1990
Kaplan University-Davenport Campus
Finance, General
Advanced Planning September 2010 - Present
Advanced College Funding September 2010 - Present
New York Life Insurance Company June 2009 - September 2010
Education
Clemson University 2006 — 2008
B.S. Biological Sciences, Biology
DB&A - DeWolff, Boberg & Associates, Inc January 2010 - Present
New York Life Insurance Company June 2008 - December 2009
Target October 2005 - June 2008
Skills
Process Improvement, Leadership, Management, Continuous Improvement, Analysis, Team Building, Operations Management, Strategic Planning, Project Planning, Management Consulting, Program Management, Coaching, Cross-functional Team..., Change Management, Training, Six Sigma, Process Engineering, Performance Management, Business Strategy, Supply Chain, Strategy, Business Process, Forecasting, Business Planning, Lean Manufacturing, Supply Chain Management, Business Transformation, Team Leadership, Business Analysis, Organizational..., Problem Solving, New Business Development, Negotiation, Operational Excellence, Lean Six Sigma Yellow...
Education
Clemson University 2001 — 2005
B.S., Financial Management
New York Life Insurance Company July 2014 - Present
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
Mechanicsburg Exempted Village School District July 2007 - June 2012
United States Marine Corps September 1984 - June 2005
Skills
Insurance, Whole Life, Term Life Insurance, Universal Life, Variable Life, Mutual Funds, Securities, 401k Rollovers, Annuity Sales, Education Funding, Investments, Retirement Planning
Education
Liberty University 2010 — 2012
Education Specialist, Educational Leadership and Administration, General
Wright State University 2008 — 2010
Master of Education (MEd), Educational Leadership and Administration, General
Wittenberg University 2005 — 2007
Bachelor of Arts (BA), Education
Coastal Carolina Community College 1985 — 1999
Associate of Arts (A.A.), General Studies
American Express January 2013 - Present
American Express May 2012 - December 2012
Automatic Data Processing June 2010 - May 2012
New York Life Insurance Company August 2009 - May 2010
Dental Care Partners August 2007 - August 2008
Cleveland Clinic May 2006 - August 2006
Skills
Cold Calling, Sales Management, Business Development, Outside Sales, Qualifying Prospects, Closing Deals, Selling, B2B, Salesforce.com, Account Management, Sales, Leadership, Sales Force Development, Small Business, Strategic Partnerships, Sales Operations, Sales Presentations, Sales Process, New Business Development, Negotiation, Management, Finance, Direct Sales, Deal Closure, Customer Service, Customer Satisfaction, Customer Retention, Contract Negotiation, Competitive Analysis, Coaching, Building Relationships, Banking, Interviews, Recruiting, Investments, Team Leadership, Time Management, Solution Selling, Marketing, Team Building, Insurance, Market Research, Marketing Strategy, Payroll, Selling Skills, Trade Shows, Social Networking, Lead Generation, CRM, Training
Education
Cleveland State University 2004 — 2008
Bachelor of Science, Health Sciences
Saint Ignatius High School 2000 — 2004
PNC Investments October 2012 - Present
New York Life Insurance Company July 2011 - October 2012
Skills
Retirement Planning, Excel, Term Life Insurance, Whole Life, Estate Planning, Series 7, Annuities, Mutual Funds, Business Communications, Pensions, tax diversification, Compliance, Testing, SharePoint, Streetscape, Surveillance, Complaint Management, Complaint Investigations, Series 24, Securities Regulation, Regulatory Interactions
Education
Cleveland State University 2015 — 2016
Business Analytics Graduate Certificate Program, Business Analytics
Cleveland State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Ohio University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
St. Ignatius H.S. 2003 — 2007
New York Life Insurance Company July 2014 - Present
Sanofi August 2013 - May 2014
Lockheed Martin August 2011 - May 2013
Wells Fargo August 2010 - April 2011
New Jersey Department of Labor & Workforce Development April 2009 - July 2010
New Jersey Judiciary Dept September 2008 - March 2009
Satyam November 2006 - September 2008
iGATE Global Solutions July 2003 - October 2006
Skills
Architectural Design, Business Analysis, Requirements Analysis, Agile Methodologies, Software Development, SDLC, SOAP and Restful..., Java Enterprise Edition, Spring, Struts 2.0, Oracle, Java, SQL, Microsoft SQL Server, XML, Hibernate, Unix, JavaScript, PL/SQL, Struts, Spring Framework
Education
Cochin University of Science and Technology
Bachelor's Degree, B.Tech - Computer Engineering
Holy Angels' Convent / Mar Ivanios College, Trivandrum
High School, Science/Maths
MAPFRE, USA June 2014 - Present
MAPFRE U.S.A. Corp. January 2014 - July 2014
MAPFRE U.S.A. Corp. December 2006 - July 2012
New York Life Insurance Company May 2004 - November 2006
Investor's Bank & Trust Co September 2002 - May 2004
Skills
Strategic Leadership, Organizational Behavior, Creative Strategy, Marketing Strategy, Negotiation, International Business, Customer Relations, CRM, Management, Customer Service, Leadership, Analysis, Marketing, Insurance, Product Management, Budgets, Microsoft Excel, Process Improvement, Business Analysis
Education
Nichols College 2008 — 2011
Masters, Business Administration
Clemson University 1997 — 2002
Bachelor’s Degree, Accounting
New York Life Insurance Company June 2014 - Present
Bank of North Carolina May 2013 - October 2013
TD Bank Group August 2011 - May 2013
Staples January 2000 - November 2009
Skills
Management, Sales, Finance, Financial Analysis, Financial Modeling, Training, Corporate Finance, Recruiting, Customer Service, Investments, Risk Management, Banking, Accounting, CRM, Sales Management, Auditing, Business Analysis
Education
Coastal Carolina University 2004 — 2006
BSBA, Finance
County College of Morris 2000 — 2002
Mathematics and Computer Science
Hondros College of Business May 2015 - Present
Imrg/PBGC June 2013 - April 2015
New York Life Insurance Company February 2012 - June 2013
Foodgazi May 2011 - February 2012
Rockwell Automation December 2010 - June 2011
Corporate College July 2008 - December 2008
Corporate College, A Division of Cuyahoga Community College March 2008 - July 2008
Corporate College, A Division of Cuyahoga Community College January 2007 - March 2008
Unified Technologies Center, A Divison of Cuyahoga Community College October 2006 - January 2007
Skills
Automation, Marketing, Strategic Planning, Social Media, Coaching, Social Media Marketing, Marketing Strategy, Team Building, Sales, Business Development, Customer Service, Event Planning, Social Networking, Account Management, Leadership Development, Event Management, Email Marketing, Online Advertising, Management, Project Management, Budgets, Project Planning, Leadership
Education
Cleveland State University 2006 — 2008
Bachelor of Science (BS), Urban Planning & Devlopment
Cuyahoga Community College 1999 — 2006
Associate of Arts (AA), Business Administration and Management/ Computer Science
Adams Homes October 2012 - May 2013
MI Homes November 2011 - February 2012
Macy's February 2011 - November 2011
Highland Homes August 2010 - January 2011
Department of Commerce May 2010 - August 2010
New York Life Insurance Company January 2009 - September 2009
Freemarr Homes March 2008 - November 2008
Adams Homes July 2007 - March 2008
Newmark Homes January 2007 - May 2007
Richmond American Homes September 2004 - February 2006
Skills
Licensed Realtor Fla., Real Estate Broker Cert., Mortgage Broker Cert., Real Estate, New Home Sales, Property Management, Contract Negotiation, Negotiation, Investment Properties, Selling, Single Family Homes, Residential Homes, Marketing, Investors, Strategic Planning, New Business Development, Sellers, Leases, Contract Management, Retail, Real Estate Development, Coaching, Business Development, Move Up Buyers, Empty Nesters, Gated Communities, Lakefront Homes, Vacant Land, Residential Income..., Golf Course Communities, Executive Homes, Second Home, Coastal Properties, International Real..., Referrals, First Time Home Buyers, Buyers, Real Estate Transactions, Sales
Education
Cleveland State University 1980 — 1982
Liberal Arts
Cuyahoga Community College 1970 — 1971
transferred, Business
Barnabas Health July 2008 - Present
Lehman Brothers April 2007 - June 2008
New York Life Insurance Company February 2006 - April 2007
AIG/American General July 2002 - January 2006
New England Financial July 2001 - May 2002
Skills
Financial Analysis, Forecasting, Financial Reporting, Budgets, Variance Analysis, Finance, Accounting, Account Reconciliation, Cost Accounting, General Ledger, Auditing, Analysis, SAP, Strategic Planning, Management
Education
Monmouth University 2001 — 2003
Masters Degree, Business Administration
Clemson University 1997 — 2001
Bachelor of Science, Financial Management; Real Estate Finance
New York Life Insurance Company 1983 - Present
Skills
Retirement Planning, College Savings Plans, IRAs, Fixed Annuities, Long Term Care Insurance, Retirement, Roth IRA, 401k Rollovers, Strategic Financial..., Mutual Funds, Financial Planners, Estate Planning, Wealth Accumulation, Series 6, Variable Annuities, Long-term Care, Buy-sell Agreements, Life Insurance, 401k, Series 63
Education
Clarion University of Pennsylvania 1975 — 1979
BS, Accounting
Central high School 1971 — 1975
Bachelor of Applied Science (B.A.Sc.)
Black Forest Mitigation and Fire Recovery, BFMFR.com July 2013 - Present
Self 2008 - 2012
Your Home Sweet Home 2004 - 2008
Hartford Retirement Plans 2002 - 2004
New York Life Insurance Company 1996 - 2001
New York Life Insurance Company 1994 - 1996
Invesco Funds Group 1991 - 1994
J. Pat Gregory and Assoc 1990 - 1991
Waddell & Reed 1986 - 1990
Continental Federal Savings and Loan 1983 - 1986
Skills
Customer Service, Customer Service..., Customer Service..., Direct Marketing, Marketing Strategy, Qualified Retirement..., Retirement Planning, Retirement Plan..., Negotiation, Defined Benefit, Defined Contribution, Quality Management, Quality Auditing, Sales Management, Sales Operations, Sales Presentations, Variable Life, Insurance Adjusting, Business Process..., Cross-functional Team..., Insurance, Retirement, Fixed Annuities, Asset Management
Education
Americian College, Mn-Minneapolis 1996 — 2001
CE courses on: Tax and Estate Planning, Retirement Plans, Mutual funds, Marketing Stratigies, na
College for Financial Planning 1993 — 1994
Completed two parts (financial planning and planning with insurance), P
Pension Publications of Denver (Merged into Corbel) CO-Denver 1993 — 1994
Attny CE credit, 2 annual reviews of the ERISA outline, P
Institute of Financial Education 1981 — 1984
na, Banking and Financial Support Services, P
Lewis Palmer High School 1975 — 1979
Degree, College Prep
Continuum Managed Services, LLC January 2015 - Present
All Covered, IT Services from Konica Minolta January 2013 - January 2015
Medical Service Associates January 2010 - November 2012
Medical Service Associates January 2010 - November 2012
Star Promowear 2008 - 2009
Xerox July 2004 - July 2008
T-Mobile 2003 - 2004
New York Life Insurance Company 2002 - 2004
Skills
Solution Selling, Sales Process, Process Improvement, Account Management, Strategic Planning, Cloud Computing, EHR, Sales Operations, Management, IT Service Management, Leadership
Education
Clemson University 1998 — 2002
BS, Accounting
North Hills High School
NGIC March 2015 - Present
Western & Southern Financial Group December 2013 - February 2015
FirstMerit Bank August 2011 - January 2013
New York Life Insurance Company June 2009 - August 2011
Key Bank January 2000 - February 2009
Skills
Investments, Retirement, Financial Services, Leadership, Banking, Portfolio Management, Retail Banking, Employee Benefits, Finance, Financial Advisory, Strategic Planning, Financial Risk, Wealth, Insurance
Education
Cleveland State University
Bachelor of Arts, English
St. Joseph Academy, Cleveland Ohio
VantisLife Insurance Company December 2013 - Present
AAA 2009 - 2013
HSBC January 1999 - November 2008
New York Life Insurance Company 1982 - 1999
New York Life Insurance Company 1986 - 1990
Skills
Process Improvement, Contract Negotiation, Property & Casualty..., Health Insurance, Underwriting, Budgets, Training, Insurance, Series 7, Risk Management, Workers Compensation, Strategic Financial..., Program Management, Change Management, Management, PowerPoint, Negotiation, Microsoft Excel, Series 63, Project Management, Customer Service, Fixed Annuities, Marketing, Commercial Insurance, Wealth Management, Mutual Funds, General Insurance, Employee Benefits, Public Speaking, Microsoft Word, Accounting, Data Analysis, Marketing Strategy, Coaching, Sales Management, Call Centers, Customer Satisfaction, Financial Reporting, Leadership, Account Management, Retirement Planning, Business Process..., Sales, Strategy, New Business Development, Investments, Project Planning, Leadership Development, Disability Insurance, Team Building
Education
Colgate University
BA, Economics
New York Life Insurance Company October 2008 - Present
City Realty Group LLC January 2007 - Present
MEMIC (Maine Employers' Mutual Insurance Company) September 2004 - January 2006
TD Banknorth Group, Inc June 2003 - August 2003
Education
Colby College 2000 — 2004
B.A, Major in Economics, Minor in Administrative Science
North Yarmouth Academy 1997 — 2000
Diploma, General
Cape Elizabeth Middle School
Express Scripts April 2015 - June 2015
Gallagher-Bollinger, Inc. March 2014 - June 2014
Advantage Rent A Car April 2013 - January 2014
1199 SEIU Pension & Benefits July 2012 - March 2013
Chartis Insurance Company December 2011 - January 2012
New York Life Insurance Company March 2010 - May 2011
Swiss Re August 2009 - October 2009
Geller & Company 2007 - 2008
State Street Bank 2006 - 2007
The Chatterjee Group 2003 - 2006
Skills
Financial Analysis, Corporate Finance, Hedge Funds
Education
Fairleigh Dickinson University 1997 — 2000
MBA, Accounting
Colgate University 1988 — 1992
BA, Economics
IDI December 1997 - Present
New York Life Insurance Company 1994 - 1997
Skills
Real Estate Development, Real Estate Transactions, Real Estate, Asset Management, Valuation, Due Diligence, Investments, Financial Modeling, Dispositions, Financial Analysis, Real Estate Finance, Contract Negotiation, Real Estate Investment, Brokerage, Leases, Real Estate Financing, Investment Properties, Underwriting
Education
Clemson University 1983 — 1988
BS, Finance
Georgia State University 1990 — 1992
MSRE, Real Estate
Uncommon Schools July 2014 - Present
Success Academy Charter Schools July 2013 - June 2014
Success Academy Charter Schools July 2011 - July 2013
The Heschel School December 2010 - June 2011
Baccalaureate School for Global Education September 2010 - December 2010
Stuyvesant High School December 2009 - June 2010
American Express June 2008 - August 2009
NBC June 2007 - August 2007
New York Life Insurance Company June 2006 - August 2006
Skills
Recruiting, Research, Social Media, Teaching, Public Speaking, Community Outreach, Higher Education, Nonprofits, Editing, Curriculum Design, Strategy, Talent Acquisition, Analysis
Education
Teachers College of Columbia University 2009 — 2011
Colgate University 2005 — 2009
BA, English
New York Life Insurance Company October 2007 - Present
Deutsche Bank August 2006 - October 2007
Wachovia Securities July 2002 - August 2004
AllianceBernstein July 2000 - July 2002
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Product Management, Insurance, Financial Services, Series 7, Asset Allocation, Life Insurance, Series 63, Securities, Retirement, Fixed Annuities, Financial Planning, Series 6, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Colgate University 1996 — 2000
Bachelor's Degree, Economics
Self Employed January 1977 - Present
New York Life Insurance Company January 1977 - April 2001
Bellefaire JCB September 1974 - December 1976
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Life Insurance..., Marketing
Education
Cleveland State University 1966 — 1970
BBA, Accounting and Finance
Looking for the next great opportunity September 2014 - Present
Regional Management Corp. September 2013 - Present
Federal Financial Services July 2013 - September 2013
Federal Financial Services of NC July 2010 - July 2013
Preferred Warranties Inc. August 2007 - July 2010
American Fidelity Assurance Co. May 2006 - August 2007
New York Life Insurance Company May 2005 - May 2006
Culp August 1987 - May 2005
Skills
Customer Service, Sales Management, Account Management, New Business Development, Microsoft Office, Microsoft Excel, Negotiation, Marketing, Management, Strategic Planning, Business Development, Direct Sales
Education
Clemson University 1980 — 1984
Bachelor of Science (BS), Financial Management
Eagle Strategies, LLC January 1995 - Present
Buttle Financial December 1978 - Present
New York Life Insurance Company December 1978 - Present
Education
The American College 1986 — 2009
CLU, RHU, REBC
College for Financial Planning 1982 — 1982
CFP
New York Life Insurance Company September 2015 - Present
Allied Wireline Services, LLC July 2014 - February 2015
Schlumberger November 2012 - July 2014
TSM Corporation March 2012 - November 2012
US Marine Corps July 1998 - September 2011
Skills
Life Insurance, 401k Rollovers, Asset Protection, Security Clearance, Supervisory Skills, Oil & Gas, Military, Oilfield, Quality Assurance, Operations Management
Education
Southern Illinois University, Carbondale 2010 — 2012
Electrical, Electronics and Communications Engineering
Coastal Carolina Community College
Self September 2008 - Present
MetLife September 2006 - December 2009
New York Life Insurance Company June 1993 - September 2006
Skills
Underwriting, Insurance, Coaching, Customer Relations, EKG, Risk Management, Customer Service, Process Improvement, Sales Management, Business Analysis, Management, Life Insurance, Leadership, New Business Development, Analysis, Business Process..., Health Insurance, Disability Insurance, Term Life Insurance
Education
Cleveland State University
certificate EKG technician, EKG
Missouri State University
Majored in English, English, teaching
New York Life Insurance Company September 2009 - Present
Dental Care Partners May 2007 - August 2008
Education
Cleveland State University 2004 — 2009
Bachelor of Science, Health Sciences
New York Life Insurance Company March 1985 - Present
New York Life Insurance Company January 2013 - April 2014
NYLIFE Securities LLC January 1986 - April 2014
New York Life Insurance Company September 2008 - December 2012
New York Life Insurance Company July 1998 - September 2008
New York Life Insurance Company October 1996 - July 1998
New York Life Insurance Company February 1992 - October 1996
New York Life Insurance Company November 1989 - February 1992
New York Life Insurance Company April 1987 - November 1989
New York Life Insurance Company March 1985 - April 1987
Skills
Insurance, Small Business, Coaching, Curriculum Development, Events Coordination, Financial Services, Instructor-led Training, Job Coaching, Leadership, Management, Marketing, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Social Media Marketing, Strategic Planning, Team Building, Team Leadership, Time Management, Training, Workshop Facilitation, Business Development, 401k Rollovers, Asset Protection, Estate Planning, Gifting Strategies, Protection..., Retirement Planning, Wealth Preservation..., Investments, Recruiting
Education
The American College
MSFS, CLU, ChFC
Cleveland State University 1972 — 1977
Bachelor's degree, Chemistry
New York Life Insurance Company July 2007 - Present
Skills
Instructor-led Training, Training Delivery, Employee Training, Instructional Design, Customer Service, Public Speaking, Captivate, Leadership Development
Education
Cleveland State University
Bachelor's degree, Early Childhood Education and Teaching
Arrow October 2013 - Present
NuHorizons May 2010 - Present
Fortune Builders 2014 - 2015
Fortune Builders 2014 - 2015
New York Life Insurance Company February 2009 - May 2010
Lattice Semiconductor 1997 - 2008
Skills
Financial Planning, Technologists/Computers/, Matlab, Business Strategy, Competitive Analysis, IC, Start-ups, Strategic Planning, Contract Negotiation, Semiconductors, Team Leadership, Hardware, Strategic Financial..., Cross-functional Team..., Product Management, Product Marketing, Electronics, Strategy, Verilog, FPGA, Management, Semiconductor Industry, Consumer Electronics, New Business Development, CPLD
Education
Clarkson University 1981 — 1983
BSEE, Computer Engineering
Hudson Valley Community College 1979 — 1981
AS, Engineering
New York Life Insurance Company February 2015 - Present
Skills
Insurance, Underwriting, Life Insurance, Disability Insurance, Term Life Insurance, Reinsurance
Education
Cleveland State University
Bachelor of Arts (B.A.), Political Science and Economics
Enterprise Rent-A-Car December 2013 - Present
New York Life Insurance Company June 2007 - March 2011
PNC Investments May 2006 - June 2007
Skills
Training, Sales, Time Management, Investments, Insurance, Financial Services, Strategic Financial..., Business Analysis, Financial Analysis, Banking
Education
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Business Management, 3.43 GPA
Cleveland State University 2002 — 2005
communication
Exactax LLC November 2013 - Present
Bancroft Electric LLC June 2006 - Present
Janet E. Fortin Bancroft, Notary September 2000 - Present
St. Andrews Catholic Church March 2012 - February 2013
New York Life Insurance Company June 1998 - March 2012
Skills
Microsoft Office, Microsoft Excel, Budgets, Management, Public Speaking, Procurement, Contract Management, Insurance, Strategic Planning, Nonprofits, Financial Analysis, Fundraising, Retirement, Non-profits, Event Planning, Training, Project Management, Creative Writing, Sales, Creative Solutions, Human Resources
Education
Colby College 1987 — 1991
BA, Government
Tesla Motors September 2015 - Present
Tesla Motors March 2014 - September 2015
University of Maryland Medical Center February 2014 - September 2015
Walter Reed Army Medical Center May 2013 - August 2013
Verizon August 2011 - May 2013
New York Life Insurance Company July 2010 - May 2011
Salesperson, LIDS November 2009 - March 2010
Big Bend Regional Medical Center August 2003 - December 2003
Sullivan Nursing Center August 2002 - May 2003
Patient Screener, Wuerzburg American Hospital August 1999 - June 2000
Skills
Life Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Whole Life, Long Term Care Insurance, Retirement, College Savings Plans, Key Person Protection, Guaranteed Lifetime..., Sales, Leadership, Customer Service, Analysis, Public Speaking, Management
Education
Walden University 2009 — 2010
Master's degree, Psychology
Clemson University - College of Business and Behavioral Science 2000 — 2004
Bachelor of Science (BSc), Psychology
Autonomous University of Guadalajara
Medicine
New York Life Insurance Company August 2013 - Present
ISHWAR USA INC June 2007 - Present
Ishwar USA Inc. February 2011 - September 2013
Maestro Technologies, Inc. August 2011 - August 2013
United Nations January 2011 - July 2011
MetLife June 2009 - May 2010
MetLife July 2007 - June 2009
MetLife April 2005 - June 2007
MetLife July 2003 - March 2005
Skills
Insurance, Actuarial Science, Actuarial Consulting, Actuaries, Risk Management, Valuation, Employee Benefits, Financial Analysis, Financial Risk, Program Management, Analysis, Pricing, Business Planning, Access, Budgets, Software Documentation, Portfolio Management, Financial Modeling, Health Insurance, Healthcare, Underwriting, Investments, Enterprise Risk..., Data Analysis, VBA
Education
Clark University 2001 — 2003
MBA, Finance & Accounting, 3.7
Clark University 1998 — 2002
BA, Mathematics & Computer Science, 3.72
New York Life Insurance Company May 2010 - February 2011
Education
Clearwater Christian College 2010 — 2014
University of South Florida
The Hanover Insurance Group September 2013 - Present
The Hanover Insurance Group June 2013 - August 2013
The Hanover Insurance Group July 2012 - May 2013
New York Life Insurance Company June 2008 - August 2011
Skills
Financial Analysis, Access, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Visio, Outlook, Analysis, Valuation, Economics, Customer Service
Education
Clark University 2011 — 2013
Master's degree, Science of Finance
Clark University 2008 — 2012
Bachelor's degree, Mathematics, 3.72
Arch Street Communications 2013 - Present
Consultant February 2009 - October 2013
New York Life Insurance Company 2011 - 2013
Reader's Digest 2001 - 2009
Sanford C. Bernstein 1999 - 2000
Skills
Copywriting, corporate..., Corporate Communications, Microsoft Office, Entertainment, Social Media, Project Management, Copywriting, Proposal Writing, Editorial, Strategy, Publishing, Marketing, Books, Editing, Social Networking, Blogging, Content Strategy, Content Development, Copy Editing, Newsletters, Press Releases, Digital Media, Content Management, Strategic Communications, Web Content, Email Marketing, Publicity, Publications, Media Relations, New Media, Internal Communications, Proofreading, Magazines, Marketing Communications, Online Marketing, Social Media Marketing, Digital Strategy, Creative Writing, Digital Marketing, Journalism, Integrated Marketing
Education
Columbia University in the City of New York
Master's degree, English and Comparative Literature
John Jay College of Criminal Justice
Paralegal Certificate, Paralegal Studies.
Kenyon College
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York Life Insurance Company September 2014 - Present
Thrivent Financial January 2003 - June 2014
Amerprise October 1996 - January 2003
Lutheran Brotherhood Financial October 1980 - September 1996
Skills
Financial Planning, Fixed Annuities, Retirement Planning, Estate Planning, Wealth Management..., Fee only Planning, Charitable Gift Planning, Retirement, Wealth Management, Life Insurance, Wealth, Investments, Investment Advisory, Financial Services, Insurance, Mutual Funds, Financial Advisory, Investment Strategies
Education
Renaissance Charitable Planning 1990 — 1991
Specialist in Charitable Planning, Charitiable Planning
College for Financial Planning 1984 — 1989
CFP - Certified Financial Planner, Financial Planning and Services
Bemidji State University 1982 — 1985
Master's Degree, Accounting and Business/Management
The University of Texas at Austin 1965 — 1966
Latin America Studies - Brazil
Minnesota State University, Moorhead 1962 — 1966
Bachelor's Degree, Accounting and Business/Management