New York Life Insurance Company

Description

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

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

New York Life Insurance Company Employees

Employee
Years
Job
Industry
Bill Wysor Bill Wysor Greensboro/Winston-Salem, North Carolina Area Details
Bill Wysor's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
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

David Holladay David Holladay Greenville, South Carolina Area Details
David Holladay's New York Life Insurance Company Experience July 2009 - March 2011
Job Specialty Sales Representative at Insys Therapeutics, Inc.
Industry Staffing and Recruiting
Experience
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

Nicole Bishop-Perez Nicole Bishop-Perez Raleigh-Durham, North Carolina Area Details
Nicole Bishop-Perez's New York Life Insurance Company Experience September 2013 - Present
Job Agent at New York Life Insurance Company
Industry Hospital & Health Care
Experience
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

Jonathan Fowler Jonathan Fowler Greenville, South Carolina Area Details
Jonathan Fowler's New York Life Insurance Company Experience December 2011 - June 2015
Job Principal at Fowler Consulting LLC
Industry Research
Experience
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

Jason Sentell Jason Sentell Greenville, South Carolina Area Details
Jason Sentell's New York Life Insurance Company Experience September 2007 - February 2009
Job National Sales Manager at Dixie Chopper
Industry Machinery
Experience
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

Donita (DeeDee) Baze Donita (DeeDee) Baze Longmont, Colorado Details
Donita (DeeDee) Baze's New York Life Insurance Company Experience June 2007 - December 2008
Job Licensed Sales Assistant to 3 Advisors
Industry Investment Management
Experience
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

Andrew Kight Andrew Kight Clemson, South Carolina Details
Andrew Kight's New York Life Insurance Company Experience January 2009 - May 2009
Job Quality Assurance Analyst at BMW Manufacturing
Industry Retail
Experience
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

John P. Mosley, CLU®, ChFC®, CFP® John P. Mosley, CLU®, ChFC®, CFP® Portland, Maine Area Details
John P. Mosley, CLU®, ChFC®, CFP®'s New York Life Insurance Company Experience September 1996 - Present
Job Partner at Mosley Financial Group
Industry Financial Services
Experience
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

David J. Majeski David J. Majeski Arlington, Virginia Details
David J. Majeski's New York Life Insurance Company Experience October 2011 - May 2012
Job Senior Graduate Admissions Officer at The Jack Welch Management Institute
Industry Higher Education
Experience
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

Ellis Kay Ellis Kay Greenville, South Carolina Area Details
Ellis Kay's New York Life Insurance Company Experience May 2011 - August 2011
Job Audit Associate at Deloitte
Industry Financial Services
Experience
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

Jeff Donham, CFP® Jeff Donham, CFP® Richmond, Virginia Details
Jeff Donham, CFP®'s New York Life Insurance Company Experience October 2011 - December 2012
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
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

Bert Abbott Bert Abbott Clinton, Iowa Details
Bert Abbott's New York Life Insurance Company Experience September 1992 - April 2005
Job Senior Administration II at City of Clinton Iowa
Industry Government Relations
Experience
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

Preston Wood, CFA, CFP® Preston Wood, CFA, CFP® Greater San Diego Area Details
Preston Wood, CFA, CFP®'s New York Life Insurance Company Experience May 2011 - December 2011
Job Financial Advisor
Industry Financial Services
Experience
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

Nancy Havrila Nancy Havrila Cleveland, Ohio Details
Nancy Havrila's New York Life Insurance Company Experience February 2002 - Present
Job Representative at New York Life Insurance Company
Industry Financial Services
Experience
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

Hakim Lee Hakim Lee Greater Chicago Area Details
Hakim Lee's New York Life Insurance Company Experience March 2011 - September 2012
Job Lead Business Analyst at US Foods
Industry Logistics and Supply Chain
Experience
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

Jerry Halstead Jerry Halstead Charlotte, North Carolina Area Details
Jerry Halstead's New York Life Insurance Company Experience 1984 - 1994
Job Regional Director at MetLife
Industry Financial Services
Experience
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

Cristina Sabengsy Cristina Sabengsy Schaumburg, Illinois Details
Cristina Sabengsy's New York Life Insurance Company Experience February 2014 - Present
Job NYL Agent
Industry Insurance
Experience
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

Rena Iwai Rena Iwai Greater Seattle Area Details
Rena Iwai's New York Life Insurance Company Experience April 2013 - Present
Job
Industry Insurance
Experience
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

Tahirahana Williams Tahirahana Williams Atlanta, Georgia Details
Tahirahana Williams's New York Life Insurance Company Experience January 2003 - December 2005
Job Department Manager IKEA Atlanta
Industry Retail
Experience
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

Patrick Reid Patrick Reid Davenport, Iowa Area Details
Patrick Reid's New York Life Insurance Company Experience July 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Rachel Arzuaga Rachel Arzuaga Cleveland/Akron, Ohio Area Details
Rachel Arzuaga's New York Life Insurance Company Experience June 2014 - August 2014
Job Office Assistant ESL Program at Cleveland State University
Industry Museums and Institutions
Experience
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

Scott Cohen, LUTCF Scott Cohen, LUTCF Greater Boston Area Details
Scott Cohen, LUTCF's New York Life Insurance Company Experience March 2009 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Alicia Diven Alicia Diven Seattle, Washington Details
Alicia Diven's New York Life Insurance Company Experience August 2007 - September 2010
Job Student at North Seattle Community College
Industry Hospital & Health Care
Experience
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

John Sivewright John Sivewright Greater Atlanta Area Details
John Sivewright's New York Life Insurance Company Experience August 2012 - December 2012
Job Sales Professional at MemberSuite, Inc.
Industry Computer Software
Experience
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

Taylor Belcher Taylor Belcher New York, New York Details
Taylor Belcher's New York Life Insurance Company Experience January 2014 - February 2014
Job Main Office Coordinator and Baseball Coach at Dwight School
Industry Education Management
Experience
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

Raquel Milena Ladino Raquel Milena Ladino Bronx, New York Details
Raquel Milena Ladino's New York Life Insurance Company Experience January 2010 - January 2013
Job A1 Insurance Solutions
Industry Financial Services
Experience
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

Carey Sullivan Carey Sullivan Greater Denver Area Details
Carey Sullivan's New York Life Insurance Company Experience March 2009 - Present
Job Owner/Financial Adviser, Registered Insurance Agent, Investments, Wealth Management
Industry Financial Services
Experience
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

Bryan Topelsohn Bryan Topelsohn Dallas/Fort Worth Area Details
Bryan Topelsohn's New York Life Insurance Company Experience August 2005 - June 2011
Job Investment Specialist at New York Life, CMFC
Industry Investment Management
Experience
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

Travis Rhine Travis Rhine Myrtle Beach, South Carolina Area Details
Travis Rhine's New York Life Insurance Company Experience January 2009 - Present
Job Registered Representative, NYLIFE Securities, LLC at NYLife Securities LLC.
Industry Financial Services
Experience
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

Mark Francis, MBA Mark Francis, MBA Syracuse, New York Area Details
Mark Francis, MBA's New York Life Insurance Company Experience January 2012 - Present
Job Financial Services Professional
Industry Insurance
Experience
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

Niles Hooks Niles Hooks Cleveland/Akron, Ohio Area Details
Niles Hooks's New York Life Insurance Company Experience September 2011 - October 2012
Job Owner Independent Insurance Agency
Industry Insurance
Experience
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

Curtis Cross Curtis Cross Spartanburg, South Carolina Details
Curtis Cross's New York Life Insurance Company Experience 2004 - 2005
Job Sr. Financial Analyst at Spartanburg Regional Healthcare System
Industry Hospital & Health Care
Experience
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

Alex Ivanov Alex Ivanov Cleveland, Ohio Details
Alex Ivanov's New York Life Insurance Company Experience January 2012 - October 2012
Job Desktop Administrator at IntelliNet Corporation
Industry Information Technology and Services
Experience
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

Tatyana Goryunova Tatyana Goryunova Greater New York City Area Details
Tatyana Goryunova's New York Life Insurance Company Experience October 2005 - Present
Job Test Manager at New York Life Insurance Company
Industry Financial Services
Experience
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

Michael Gordon Michael Gordon New York, New York Details
Michael Gordon's New York Life Insurance Company Experience 2011 - 2012
Job Global Head of Insurance Solutions | Investment Management
Industry Financial Services
Experience
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

Jim Eckel Jim Eckel Orange County, California Area Details
Jim Eckel's New York Life Insurance Company Experience September 1990 - September 1993
Job Fin Tech Entreprenuer, Author, Philanthropic Planner
Industry Financial Services
Experience
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

Kevin Wallace Kevin Wallace West Chester, Pennsylvania Details
Kevin Wallace's New York Life Insurance Company Experience July 2014 - Present
Job New York Life
Industry Insurance
Experience
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

Charles M. Daher Charles M. Daher Cleveland/Akron, Ohio Area Details
Charles M. Daher's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Nelson Falu Nelson Falu Miami/Fort Lauderdale Area Details
Nelson Falu's New York Life Insurance Company Experience 2001 - 2003
Job COMPUTER AND NETWORK SECURITY CONTRACTOR
Industry Information Technology and Services
Experience
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

Edward Higham Edward Higham Greater New York City Area Details
Edward Higham's New York Life Insurance Company Experience June 2006 - September 2012
Job Managing Director at Silver Lane Advisors LLC
Industry Financial Services
Experience
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

Harold Blake Jr. Harold Blake Jr. Stone Mountain, Georgia Details
Harold Blake Jr.'s New York Life Insurance Company Experience September 1987 - April 1989
Job Business Infrastructure Professional at Self Employed in my own Independent Certified Financial Planning Firm
Industry Banking
Experience
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

Andiswa Gibson Andiswa Gibson West New York, New Jersey Details
Andiswa Gibson's New York Life Insurance Company Experience March 2012 - August 2012
Job Security Ops Associate at Prudential Investments
Industry Financial Services
Experience
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

Kenneth Bruns Kenneth Bruns Columbus, Ohio Area Details
Kenneth Bruns's New York Life Insurance Company Experience November 2013 - May 2014
Job CMM pilot, Quality Control Magician, and Powertool Juggler
Industry Logistics and Supply Chain
Experience
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

Brian T. Byrne Brian T. Byrne Greater Philadelphia Area Details
Brian T. Byrne's New York Life Insurance Company Experience May 2008 - Present
Job Partner
Industry Financial Services
Experience
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

George P. Gallagher George P. Gallagher Greater Boston Area Details
George P. Gallagher's New York Life Insurance Company Experience September 2007 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Dustin Duong Dustin Duong Greater Boston Area Details
Dustin Duong's New York Life Insurance Company Experience March 2015 - Present
Job Contract Specialist at New York Life Insurance Company
Industry Real Estate
Experience
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

Nicole Bush Nicole Bush Greater Boston Area Details
Nicole Bush's New York Life Insurance Company Experience January 2009 - May 2009
Job Recruiter at AP Staffing
Industry Staffing and Recruiting
Experience
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

Sidney Phillips, ChFC®, CLU®, CRPS®, CFP®, AEP® Sidney Phillips, ChFC®, CLU®, CRPS®, CFP®, AEP® Norfolk, Virginia Area Details
Sidney Phillips, ChFC®, CLU®, CRPS®, CFP®, AEP®'s New York Life Insurance Company Experience December 1980 - February 2015
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
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

Patrick Lavelle Patrick Lavelle Cleveland/Akron, Ohio Area Details
Patrick Lavelle's New York Life Insurance Company Experience July 2004 - March 2006
Job Account Manager at Grainger
Industry Medical Devices
Experience
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

Rick Brackett Rick Brackett Greer, South Carolina Details
Rick Brackett's New York Life Insurance Company Experience July 2004 - August 2008
Job Account Manager at McNaughtonMckay
Industry Wholesale
Experience
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

Mindie Freeman Mindie Freeman Cleveland/Akron, Ohio Area Details
Mindie Freeman's New York Life Insurance Company Experience October 2011 - Present
Job Independent Insurance Professional at Mindie Freeman Insurance Agency
Industry Insurance
Experience
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

Nicholas Meintel Nicholas Meintel Yarmouth, Maine Details
Nicholas Meintel's New York Life Insurance Company Experience August 2008 - July 2009
Job Behavioral Health Professional Virtual Residential Program at Providence Service Corporation
Industry Real Estate
Experience
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

Robert Budny Robert Budny Cleveland/Akron, Ohio Area Details
Robert Budny's New York Life Insurance Company Experience April 2011 - August 2011
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Ron Greenfield, Esq. Ron Greenfield, Esq. Greater New York City Area Details
Ron Greenfield, Esq.'s New York Life Insurance Company Experience 2009 - Present
Job Registered Representative
Industry Financial Services
Experience
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

Rosylin Hicks - Kimbrough Rosylin Hicks - Kimbrough Jacksonville, Florida Area Details
Rosylin Hicks - Kimbrough's New York Life Insurance Company Experience June 2005 - January 2011
Job Insurance Agent at First Coast MultiLines Agency
Industry Insurance
Experience
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

Maricella Tenorio Bocangel, LUTCF Maricella Tenorio Bocangel, LUTCF Greater New York City Area Details
Maricella Tenorio Bocangel, LUTCF's New York Life Insurance Company Experience June 2008 - October 2011
Job Intern at Manhattan Borough President's Office
Industry Public Policy
Experience
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

tasia papagianidis tasia papagianidis Cleveland/Akron, Ohio Area Details
tasia papagianidis's New York Life Insurance Company Experience September 2010 - Present
Job licensed insurance agenthealth, life, retirement, and longterm care
Industry Insurance
Experience
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

Howard Boiner Howard Boiner Cleveland/Akron, Ohio Area Details
Howard Boiner's New York Life Insurance Company Experience June 2008 - January 2011
Job Insurance Professional
Industry Insurance
Experience
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

A. DuPree Townsend A. DuPree Townsend Greenville, South Carolina Area Details
A. DuPree Townsend's New York Life Insurance Company Experience June 2013 - June 2014
Job Scribe at Elite Medical Scribes
Industry Insurance
Experience
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

Katie Meis Katie Meis Honolulu, Hawaii Details
Katie Meis's New York Life Insurance Company Experience August 2015 - Present
Job CSR at New York Life
Industry Insurance
Experience
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

Jesse Lindauer Jesse Lindauer Portland, Oregon Area Details
Jesse Lindauer's New York Life Insurance Company Experience November 2012 - June 2013
Job Relationship banker
Industry Financial Services
Experience
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

Steve Interiano Steve Interiano New York, New York Details
Steve Interiano's New York Life Insurance Company Experience August 2012 - May 2013
Job Freelancer SEM Analyst
Industry Marketing and Advertising
Experience
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

Giuseppe Savino Giuseppe Savino Miami/Fort Lauderdale Area Details
Giuseppe Savino's New York Life Insurance Company Experience January 2013 - January 2014
Job Independent Consultant at Boydorr Nutrition
Industry Medical Devices
Experience
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

Jason Hardy, CPA, MBA/MS Jason Hardy, CPA, MBA/MS Greater New York City Area Details
Jason Hardy, CPA, MBA/MS's New York Life Insurance Company Experience September 2008 - March 2011
Job Internal Audit Manager at AIG
Industry Accounting
Experience
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

Kareim R. Cade Kareim R. Cade Greater Detroit Area Details
Kareim R. Cade's New York Life Insurance Company Experience August 1995 - March 1996
Job Founder/President
Industry Insurance
Experience
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

Gordon V. Jardy Gordon V. Jardy Cleveland/Akron, Ohio Area Details
Gordon V. Jardy's New York Life Insurance Company Experience June 2013 - Present
Job Passionate and Caring Financial Professional and Life Insurance Agent with New York Life.
Industry Insurance
Experience
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

Richard Agnew Richard Agnew Tampa/St. Petersburg, Florida Area Details
Richard Agnew's New York Life Insurance Company Experience May 2014 - Present
Job Corporate Vice President Technical Practices Lead, SAFe Agile Coach, Technology Delivery Manager, Scrum Master
Industry Information Technology and Services
Experience
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

Emily Coke Emily Coke Myrtle Beach, South Carolina Area Details
Emily Coke's New York Life Insurance Company Experience May 2008 - January 2010
Job General Manager Tanger Outlets (Hwy 501)
Industry Hospitality
Experience
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

Cecil Papafio Cecil Papafio Greater New York City Area Details
Cecil Papafio's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Insurance Agent
Industry Financial Services
Experience
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

Phyllis Thompson, Partner, New York Life Insurance Company Phyllis Thompson, Partner, New York Life Insurance Company Washington D.C. Metro Area Details
Phyllis Thompson, Partner, New York Life Insurance Company's New York Life Insurance Company Experience March 2014 - Present
Job Experienced Leader: Recruit, Develop, and Retain Professionals in Financial Services
Industry Financial Services
Experience
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

Daniel Mullan Daniel Mullan Melville, New York Details
Daniel Mullan's New York Life Insurance Company Experience November 2014 - Present
Job New York Life
Industry Financial Services
Experience
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

Helen Givens Truesdale Helen Givens Truesdale Greenville, South Carolina Area Details
Helen Givens Truesdale's New York Life Insurance Company Experience May 2013 - August 2014
Job Research Data Specialist at The SC Center for Rehabilitation and Reconstruction Sciences
Industry Hospital & Health Care
Experience
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

Tina (Hoogerhyde) Templeton Tina (Hoogerhyde) Templeton Ames, Iowa Details
Tina (Hoogerhyde) Templeton's New York Life Insurance Company Experience 2012 - 2014
Job Table Games Dealer at Prairie Meadows Racetrack and Casino
Industry Entertainment
Experience
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

Timothy J. Ekas Timothy J. Ekas Greater Pittsburgh Area Details
Timothy J. Ekas's New York Life Insurance Company Experience September 2015 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

Delaney Disher Delaney Disher Austin, Texas Details
Delaney Disher's New York Life Insurance Company Experience August 2014 - December 2014
Job Account Services Intern at Dialog Group
Industry Marketing and Advertising
Experience
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

Josh Gantt Josh Gantt Greenville, South Carolina Area Details
Josh Gantt's New York Life Insurance Company Experience March 2015 - Present
Job Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
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

Jake Morton, CRPC® Jake Morton, CRPC® Parker, Colorado Details
Jake Morton, CRPC®'s New York Life Insurance Company Experience December 2008 - February 2010
Job Financial Consultant at BOSC
Industry Financial Services
Experience
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

David Murdaugh David Murdaugh Charlotte, North Carolina Area Details
David Murdaugh's New York Life Insurance Company Experience January 2010 - October 2011
Job Owner, The Murdaugh Agency
Industry Insurance
Experience
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

Samuel Dinte Samuel Dinte Washington, District Of Columbia Details
Samuel Dinte's New York Life Insurance Company Experience May 2010 - August 2010
Job Engagement Manager at Avascent
Industry Management Consulting
Experience
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

Thomas McCrary III Thomas McCrary III Miami/Fort Lauderdale Area Details
Thomas McCrary III's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company   May 2015 - Present
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

Emily Darrell, CFP® Emily Darrell, CFP® Baltimore, Maryland Area Details
Emily Darrell, CFP®'s New York Life Insurance Company Experience May 2012 - January 2013
Job Assistant Advisor at Darrell Financial Services
Industry Financial Services
Experience
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

Omari Anderson Omari Anderson Washington D.C. Metro Area Details
Omari Anderson's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Law Practice
Experience
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

Mark Prokay Mark Prokay Sharon, Pennsylvania Area Details
Mark Prokay's New York Life Insurance Company Experience 2014 - August 2014
Job Equitable Insurance
Industry Business Supplies and Equipment
Experience
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

Robin Wallace Robin Wallace Cleveland/Akron, Ohio Area Details
Robin Wallace's New York Life Insurance Company Experience November 2014 - Present
Job Customer Service Analyst for New York Life Disbursements Dept.
Industry Insurance
Experience
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

Mike Sockol Mike Sockol Greater New York City Area Details
Mike Sockol's New York Life Insurance Company Experience May 2011 - April 2012
Job Senior Vice President, Global Public Affairs, Citi
Industry Public Relations and Communications
Experience
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

Aaron Arsenault Aaron Arsenault Tucson, Arizona Details
Aaron Arsenault's New York Life Insurance Company Experience September 2014 - Present
Job Financial Service Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

Conor Leddy Conor Leddy Spring Lake, New Jersey Details
Conor Leddy's New York Life Insurance Company Experience June 2015 - August 2015
Job Student at Clemson University
Industry
Experience
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

Ashley Neely Ashley Neely Greenville, South Carolina Area Details
Ashley Neely's New York Life Insurance Company Experience January 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
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

Jamie Bartolomei Jamie Bartolomei Bordentown, New Jersey Details
Jamie Bartolomei's New York Life Insurance Company Experience September 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Bipasha Dey Bipasha Dey Vancouver, Washington Details
Bipasha Dey's New York Life Insurance Company Experience November 2012 - September 2013
Job Agent at SEACRET Direct
Industry Financial Services
Experience
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

Anna Birnbaum Anna Birnbaum Greater New York City Area Details
Anna Birnbaum's New York Life Insurance Company Experience June 2011 - August 2011
Job Associate Director of Admissions at Millbrook School
Industry Education Management
Experience
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

Jorge E. Gonzalez Jorge E. Gonzalez Miami/Fort Lauderdale Area Details
Jorge E. Gonzalez's New York Life Insurance Company Experience 1995 - 1999
Job Regional Sales Vice President at MetLife
Industry Financial Services
Experience
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

James Luquire James Luquire Greenville, South Carolina Area Details
James Luquire's New York Life Insurance Company Experience 2011 - 2013
Job Procedural GI Sales Consultant at Medivators
Industry Medical Devices
Experience
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

Rob Peterman Rob Peterman Cincinnati Area Details
Rob Peterman's New York Life Insurance Company Experience March 2009 - September 2009
Job Mortgage Processor at USAA
Industry Banking
Experience
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

Kerry Oliver Kerry Oliver Lincoln, Nebraska Area Details
Kerry Oliver's New York Life Insurance Company Experience September 1997 - September 2000
Job Agent Aspirant at State Farm Insurance
Industry Insurance
Experience
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

Kim Sitterle Kim Sitterle Greenville, South Carolina Area Details
Kim Sitterle's New York Life Insurance Company Experience June 2009 - September 2010
Job Coordinator at Advanced College Funding
Industry Financial Services
Experience
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

Kenneth Elam, LSSYB Kenneth Elam, LSSYB Phoenix, Arizona Area Details
Kenneth Elam, LSSYB's New York Life Insurance Company Experience June 2008 - December 2009
Job Management Consultant
Industry Management Consulting
Experience
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

Jeff Levingston Jeff Levingston Sneads Ferry, North Carolina Details
Jeff Levingston's New York Life Insurance Company Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Daniel Baiko Daniel Baiko United States Details
Daniel Baiko's New York Life Insurance Company Experience August 2009 - May 2010
Job Senior Business Development Manager at American Express
Industry Financial Services
Experience
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

Sean Stamper MBA Sean Stamper MBA Westlake, Ohio Details
Sean Stamper MBA's New York Life Insurance Company Experience July 2011 - October 2012
Job Sr. Compliance Associate at PNC Investments
Industry Investment Management
Experience
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

Priya Vijayan Priya Vijayan Parsippany, New Jersey Details
Priya Vijayan's New York Life Insurance Company Experience July 2014 - Present
Job Senior Technical Analyst at New York Life Insurance Company
Industry Computer Software
Experience
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

Christopher Majka, MBA Christopher Majka, MBA Greater Boston Area Details
Christopher Majka, MBA's New York Life Insurance Company Experience May 2004 - November 2006
Job Supervisor, Product Data Analytics at MAPFRE, USA
Industry Insurance
Experience
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

Robert Fanning Robert Fanning Greater New York City Area Details
Robert Fanning's New York Life Insurance Company Experience June 2014 - Present
Job Participant Service Center Representative at New York Life Insurance Company
Industry Financial Services
Experience
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

Korie Sanders Korie Sanders Cleveland/Akron, Ohio Area Details
Korie Sanders's New York Life Insurance Company Experience February 2012 - June 2013
Job Site Director at Hondros College of Business
Industry Insurance
Experience
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

Deborah Slavin Deborah Slavin Sarasota, Florida Area Details
Deborah Slavin's New York Life Insurance Company Experience January 2009 - September 2009
Job Experienced New Home Sales Rep for 23 years with 5 in General Sales Management for 2 national builders
Industry Real Estate
Experience
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

Alexander LaSalle Alexander LaSalle Greater New York City Area Details
Alexander LaSalle's New York Life Insurance Company Experience February 2006 - April 2007
Job Business Analyst at Barnabas Health
Industry Hospital & Health Care
Experience
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

Joseph Pailin Joseph Pailin Greater Philadelphia Area Details
Joseph Pailin's New York Life Insurance Company Experience 1983 - Present
Job Financial Service Professional at New York Life Insurance Company
Industry Financial Services
Experience
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.)

Robb Willes Robb Willes Colorado Springs, Colorado Area Details
Robb Willes's New York Life Insurance Company Experience 1996 - 2001
Job Making numbers work for you. Investing, Forestry, Insurance adjusting.
Industry Investment Management
Experience
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

Matt Hubbell Matt Hubbell Greater Pittsburgh Area Details
Matt Hubbell's New York Life Insurance Company Experience 2002 - 2004
Job Senior Account Manager at Continuum Managed Services, LLC
Industry Information Technology and Services
Experience
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

Sue Rolnicki Sue Rolnicki Cleveland/Akron, Ohio Area Details
Sue Rolnicki's New York Life Insurance Company Experience June 2009 - August 2011
Job Relationship Management, Commercial Lending and Problem Resolution Specialist
Industry Financial Services
Experience
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

Michael T. Mullane Michael T. Mullane Buffalo/Niagara, New York Area Details
Michael T. Mullane's New York Life Insurance Company Experience 1982 - 1999
Job Insurance Professional
Industry Insurance
Experience
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

Nick Meintel Nick Meintel Greater Boston Area Details
Nick Meintel's New York Life Insurance Company Experience October 2008 - Present
Job Financial Services Professional at New York Life Insurance Co/NYLIFE Securites
Industry Insurance
Experience
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

Corey Donohoe Corey Donohoe Greater New York City Area Details
Corey Donohoe's New York Life Insurance Company Experience March 2010 - May 2011
Job Consultant at New York Life Insurance Company
Industry Accounting
Experience
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

Greg Ryan Greg Ryan Greater Atlanta Area Details
Greg Ryan's New York Life Insurance Company Experience 1994 - 1997
Job SVP & Head of Operations at IDI Gazeley
Industry Real Estate
Experience
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

Brooke Schechner Brooke Schechner Greater New York City Area Details
Brooke Schechner's New York Life Insurance Company Experience June 2006 - August 2006
Job Learning Specialist at Uncommon Schools
Industry Education Management
Experience
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

Silvio DiSisto Silvio DiSisto Greater New York City Area Details
Silvio DiSisto's New York Life Insurance Company Experience October 2007 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
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

Gutman Jacob Gutman Jacob Beachwood, Ohio Details
Gutman Jacob's New York Life Insurance Company Experience January 1977 - April 2001
Job
Industry Insurance
Experience
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

Mark J. Linke Mark J. Linke Greensboro/Winston-Salem, North Carolina Area Details
Mark J. Linke's New York Life Insurance Company Experience May 2005 - May 2006
Job Sales Representative / Sales Manager at Looking for the next great opportunity
Industry Financial Services
Experience
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

Bruce Buttle, CLU, CFP, REBC, RHU Bruce Buttle, CLU, CFP, REBC, RHU Greater Chicago Area Details
Bruce Buttle, CLU, CFP, REBC, RHU's New York Life Insurance Company Experience December 1978 - Present
Job President at Buttle Financial
Industry Financial Services
Experience
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

Brian Purnell Brian Purnell San Antonio, Texas Area Details
Brian Purnell's New York Life Insurance Company Experience September 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Janice Erwin Janice Erwin Cleveland/Akron, Ohio Area Details
Janice Erwin's New York Life Insurance Company Experience June 1993 - September 2006
Job EKG consultant, remote
Industry Information Technology and Services
Experience
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

Dan Baiko Dan Baiko United States Details
Dan Baiko's New York Life Insurance Company Experience September 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Jeffrey S. Polunas, MSFS, CLU, ChFC Jeffrey S. Polunas, MSFS, CLU, ChFC Temecula, California Details
Jeffrey S. Polunas, MSFS, CLU, ChFC's New York Life Insurance Company Experience March 1985 - Present
Job Retired Sr Director of Development with New York Life Insurance Company
Industry Financial Services
Experience
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

Ellen Edwards/NYLIC Ellen Edwards/NYLIC United States Details
Ellen Edwards/NYLIC's New York Life Insurance Company Experience July 2007 - Present
Job Trainer at New York Life Insurance Company
Industry
Experience
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

Peter Covert Peter Covert Greater Los Angeles Area Details
Peter Covert's New York Life Insurance Company Experience February 2009 - May 2010
Job Southwest Regional Dedicated Lattice FAE at Arrow
Industry Semiconductors
Experience
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

Kristen Gifford DeBlauw Kristen Gifford DeBlauw Cleveland/Akron, Ohio Area Details
Kristen Gifford DeBlauw's New York Life Insurance Company Experience February 2015 - Present
Job Senior Associate Underwriter at New York Life Insurance Company
Industry Insurance
Experience
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

Krystal Hill Krystal Hill Solon, Ohio Details
Krystal Hill's New York Life Insurance Company Experience June 2007 - March 2011
Job Assistant Manager at Enterprise RentACar
Industry Automotive
Experience
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

Jan Bancroft Jan Bancroft Greater New Orleans Area Details
Jan Bancroft's New York Life Insurance Company Experience June 1998 - March 2012
Job Account Specialist at Exactax LLC
Industry Accounting
Experience
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

Jason Sampson Jason Sampson Baltimore, Maryland Area Details
Jason Sampson's New York Life Insurance Company Experience July 2010 - May 2011
Job Product Specialist
Industry Automotive
Experience
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

Meera Saikumari Meera Saikumari Greater New York City Area Details
Meera Saikumari's New York Life Insurance Company Experience August 2013 - Present
Job Actuarial / IT Consultant, Manager Life Insurance Illustration Systems at New York Life Insurance Company
Industry Insurance
Experience
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

Brian Chidarikire Brian Chidarikire Tampa, Florida Details
Brian Chidarikire's New York Life Insurance Company Experience May 2010 - February 2011
Job Student at Clearwater Christian College
Industry Accounting
Experience
New York Life Insurance Company   May 2010 - February 2011

Education
Clearwater Christian College   2010 — 2014

University of South Florida

Nicholas Kellogg Nicholas Kellogg Florence, Massachusetts Details
Nicholas Kellogg's New York Life Insurance Company Experience June 2008 - August 2011
Job Actuarial Trainee at The Hanover Insurance Group
Industry Financial Services
Experience
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

Thomas Clemmons Thomas Clemmons Poughkeepsie, New York Details
Thomas Clemmons's New York Life Insurance Company Experience 2011 - 2013
Job Senior Writer and Project Manager
Industry Public Relations and Communications
Experience
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

Jon Rusten Jon Rusten United States Details
Jon Rusten's New York Life Insurance Company Experience September 2014 - Present
Job Wealth Advisor Eagle Strategies, LLC at New York Life Insurance Company
Industry
Experience
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