New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Matthew DiPippo Matthew DiPippo's New York Life Insurance Company Experience March 2010 - October 2011
Job Trade Review Principal at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. February 2015 - Present
Citizens Financial Group, Inc. April 2013 - February 2015
MassMutual Financial Group October 2011 - October 2012
New York Life Insurance Company March 2010 - October 2011
Skills
Retirement Planning, Fixed Annuities, IRAs, Retirement, Estate Planning, Long-term Care, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Roth IRA, College Savings Plans, Wealth Accumulation, Long Term Care Insurance, Investments, Wealth, Whole Life, 401k Rollovers, Strategic Financial..., Wealth Management, Variable Annuities, Mutual Funds, Series 6, Series 7, 401k, Series 63
Education
Rhode Island College 2007 — 2009
Bachelor's degree, Finance
Community College of Rhode Island 2004 — 2006
Associates Degree, General Studies
Citizens Financial Group, Inc. February 2015 - Present
Citizens Financial Group, Inc. April 2013 - February 2015
MassMutual Financial Group October 2011 - October 2012
New York Life Insurance Company March 2010 - October 2011
Skills
Retirement Planning, Fixed Annuities, IRAs, Retirement, Estate Planning, Long-term Care, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Roth IRA, College Savings Plans, Wealth Accumulation, Long Term Care Insurance, Investments, Wealth, Whole Life, 401k Rollovers, Strategic Financial..., Wealth Management, Variable Annuities, Mutual Funds, Series 6, Series 7, 401k, Series 63
Education
Rhode Island College 2007 — 2009
Bachelor's degree, Finance
Community College of Rhode Island 2004 — 2006
Associates Degree, General Studies
Ruby Xiaobo Shi Ruby Xiaobo Shi's New York Life Insurance Company Experience May 2014 - August 2014
Job Financial Modeling Analyst at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics December 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Alltrust Insurance Company May 2013 - June 2013
HSBC Retail Banking and Wealth Management November 2011 - January 2012
Skills
Actuarial Science, Financial Modeling, Structured Finance, Residential MBS, Statistics, Data Analysis, R, SAS, SQL, VBA, Python, Microsoft Excel
Education
Cornell University 2013 — 2014
Master's degree, Statistics
Curtin University 2011 — 2012
Bachelor of Science (BS), Actuarial Science
Zhongnan University of Economics and Law 2008 — 2011
Bachelor of Science (BS), Computer and Information Sciences, General
Moody's Analytics December 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Alltrust Insurance Company May 2013 - June 2013
HSBC Retail Banking and Wealth Management November 2011 - January 2012
Skills
Actuarial Science, Financial Modeling, Structured Finance, Residential MBS, Statistics, Data Analysis, R, SAS, SQL, VBA, Python, Microsoft Excel
Education
Cornell University 2013 — 2014
Master's degree, Statistics
Curtin University 2011 — 2012
Bachelor of Science (BS), Actuarial Science
Zhongnan University of Economics and Law 2008 — 2011
Bachelor of Science (BS), Computer and Information Sciences, General
Kylie Fortier Kylie Fortier's New York Life Insurance Company Experience May 2012 - December 2012
Job Technical Project Manager at Additive Manufacturing, LLC.
Industry Mechanical or Industrial Engineering
Experience
Additive Manufacturing, LLC. http://additivemanufacturingllc.com/ May 2015 - Present
Insteon October 2013 - April 2015
Nova Aquatics August 2011 - September 2014
Avatar Partners June 2013 - September 2013
Concordia University Irvine August 2012 - December 2012
New York Life Insurance Company May 2012 - December 2012
Skills
Management, Project Management, Microsoft Excel, Public Speaking, Time Management, Microsoft Office, Accounting, Customer Service, PowerPoint, Microsoft Word, Inventory Management, Event Planning, Research, Leadership, Marketing, Cash Flow, Teamwork, JIRA, Sales
Education
Concordia University Irvine 2009 — 2013
Bachelor of Arts (BA), Accounting and Finance major
Reno High School 2005 — 2009
Additive Manufacturing, LLC. http://additivemanufacturingllc.com/ May 2015 - Present
Insteon October 2013 - April 2015
Nova Aquatics August 2011 - September 2014
Avatar Partners June 2013 - September 2013
Concordia University Irvine August 2012 - December 2012
New York Life Insurance Company May 2012 - December 2012
Skills
Management, Project Management, Microsoft Excel, Public Speaking, Time Management, Microsoft Office, Accounting, Customer Service, PowerPoint, Microsoft Word, Inventory Management, Event Planning, Research, Leadership, Marketing, Cash Flow, Teamwork, JIRA, Sales
Education
Concordia University Irvine 2009 — 2013
Bachelor of Arts (BA), Accounting and Finance major
Reno High School 2005 — 2009
Jack Scholl Jack Scholl's New York Life Insurance Company Experience December 1992 - June 1998
Job Benefits Advisor at FedEx Express
Industry Package/Freight Delivery
Experience
FedEx Express April 1998 - November 2013
New York Life Insurance Company December 1992 - June 1998
Campbell Companies July 1987 - October 1992
Skills
Employee Relations, HRIS, Benefits Administration, Employee Benefits, Deferred Compensation, HR Policies, Performance Management, Employee Engagement, Human Resources, Succession Planning, Workforce Planning, Labor Relations, PeopleSoft, New Hire Orientations
Education
Cornell University 1973 — 1975
Master of Public Administration (MPA), Public Finance
Merrimack College 1965 — 1969
Bachelor of Arts (BA), Economics
FedEx Express April 1998 - November 2013
New York Life Insurance Company December 1992 - June 1998
Campbell Companies July 1987 - October 1992
Skills
Employee Relations, HRIS, Benefits Administration, Employee Benefits, Deferred Compensation, HR Policies, Performance Management, Employee Engagement, Human Resources, Succession Planning, Workforce Planning, Labor Relations, PeopleSoft, New Hire Orientations
Education
Cornell University 1973 — 1975
Master of Public Administration (MPA), Public Finance
Merrimack College 1965 — 1969
Bachelor of Arts (BA), Economics
Bridie Farrell's New York Life Insurance Company Experience January 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Women's Sports Foundation 2013 - Present
NYLIFE Securities LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
United States Olympic Committee 2004 - 2013
New York Life Insurance Company September 2008 - February 2009
Cornell University January 2007 - August 2008
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Insurance, Investments, Business Planning, Mutual Funds, Fixed Annuities, Financial Analysis, Retirement, Investment Advisory, Estate Planning, Wealth Management, Life Insurance, Strategic Planning, Financial Modeling, IRAs, Coaching, Long-term Care, Asset Management, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Employee Benefits, Succession Planning, Customer Relations, Customer Retention, Disability Insurance, Key Person Insurance, Public Speaking
Education
Cornell University 2006 — 2008
Bachelors of Science, Policy Analysis & Management
Saratoga Springs High School 1996 — 2000
Women's Sports Foundation 2013 - Present
NYLIFE Securities LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
United States Olympic Committee 2004 - 2013
New York Life Insurance Company September 2008 - February 2009
Cornell University January 2007 - August 2008
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Insurance, Investments, Business Planning, Mutual Funds, Fixed Annuities, Financial Analysis, Retirement, Investment Advisory, Estate Planning, Wealth Management, Life Insurance, Strategic Planning, Financial Modeling, IRAs, Coaching, Long-term Care, Asset Management, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Employee Benefits, Succession Planning, Customer Relations, Customer Retention, Disability Insurance, Key Person Insurance, Public Speaking
Education
Cornell University 2006 — 2008
Bachelors of Science, Policy Analysis & Management
Saratoga Springs High School 1996 — 2000
Philip Chaiklin Philip Chaiklin's New York Life Insurance Company Experience June 2013 - August 2014
Job Independent Life and Health Insurance Agent Working with a Variety of Insurers that will fit both your Needs and Budget
Industry Financial Services
Experience
Multiple Insurance Companies' Agent - Offering a Variety in Price and Options August 2014 - Present
New York Life Insurance Company June 2013 - August 2014
Skills
Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Permanent Life Insurance, Long Term Care Insurance, IRAs, Small Business, Insurance, Whole Life, Disability Insurance, Universal Life, Retirement Planning, Retirement, Roth IRA
Education
University of Maryland College Park
Bachelor of Arts (BA), Communication and Media Studies
Cornell University
Multiple Insurance Companies' Agent - Offering a Variety in Price and Options August 2014 - Present
New York Life Insurance Company June 2013 - August 2014
Skills
Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Permanent Life Insurance, Long Term Care Insurance, IRAs, Small Business, Insurance, Whole Life, Disability Insurance, Universal Life, Retirement Planning, Retirement, Roth IRA
Education
University of Maryland College Park
Bachelor of Arts (BA), Communication and Media Studies
Cornell University
Jenny Rosen Jenny Rosen's New York Life Insurance Company Experience May 2013 - August 2013
Job Digital Media Planner at MediaCom
Industry Marketing and Advertising
Experience
MediaCom August 2015 - Present
MediaCom August 2014 - July 2015
New York Life Insurance Company May 2013 - August 2013
RMO Wetherly May 2012 - August 2012
ABC News Teen Media Project January 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Facebook, Social Networking, Fundraising, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
BSM, Legal Studies in Business, Marketing
Comillas Pontifical University 2013 — 2013
International Business
Owings Mills High School 2006 — 2010
Cornell University Summer College
MediaCom August 2015 - Present
MediaCom August 2014 - July 2015
New York Life Insurance Company May 2013 - August 2013
RMO Wetherly May 2012 - August 2012
ABC News Teen Media Project January 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Facebook, Social Networking, Fundraising, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
BSM, Legal Studies in Business, Marketing
Comillas Pontifical University 2013 — 2013
International Business
Owings Mills High School 2006 — 2010
Cornell University Summer College
Helen Yao Feng's New York Life Insurance Company Experience June 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2008 - Present
Skills
Disability Insurance, Term Life Insurance, Insurance, Key Person Protection, College Funding..., Mortgage Marketing, Health Insurance, Retirement Planning, Retirement, Long Term Care Insurance, Guaranteed Lifetime..., Fixed Annuities, Life Insurance, Whole Life, Investments, Permanent Life Insurance
Education
Concordia University-Wisconsin 2005 — 2007
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company June 2008 - Present
Skills
Disability Insurance, Term Life Insurance, Insurance, Key Person Protection, College Funding..., Mortgage Marketing, Health Insurance, Retirement Planning, Retirement, Long Term Care Insurance, Guaranteed Lifetime..., Fixed Annuities, Life Insurance, Whole Life, Investments, Permanent Life Insurance
Education
Concordia University-Wisconsin 2005 — 2007
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Robert Lockett Robert Lockett's New York Life Insurance Company Experience 2009 - 2010
Job Sales and Business Development Executive
Industry Packaging and Containers
Experience
SquarePac LLC June 2015 - Present
Georgia Minority Supplier Development Council (GMSDC) 2015 - Present
National Black MBA Association, Atlanta Chapter 2013 - Present
Circle One, Inc. 2011 - 2014
National Black MBA Association, Atlanta Chapter 2010 - January 2013
New York Life Insurance Company 2009 - 2010
The City of Atlanta 2007 - 2008
Skills
Leadership, Strategic Planning, Business Development, Strategy, Marketing, Program Management, Entrepreneurship, Analysis, Community Outreach, New Business Development, Marketing Strategy, Training, Sales, Budgets, Nonprofits, Research, Strategic Communications, Sales Management, Public Policy, Advertising, Business Planning, Sales and Marketing, Strategy and Operations, Product Marketing, B2B, Sales Management..., Project Management
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
Cornell University 2013 — 2014
Professional Certificate, Hotel Real Estate Investment and Asset Management
Georgia State University 2003 — 2008
Bachelor's Degree, Business/Public Policy
SquarePac LLC June 2015 - Present
Georgia Minority Supplier Development Council (GMSDC) 2015 - Present
National Black MBA Association, Atlanta Chapter 2013 - Present
Circle One, Inc. 2011 - 2014
National Black MBA Association, Atlanta Chapter 2010 - January 2013
New York Life Insurance Company 2009 - 2010
The City of Atlanta 2007 - 2008
Skills
Leadership, Strategic Planning, Business Development, Strategy, Marketing, Program Management, Entrepreneurship, Analysis, Community Outreach, New Business Development, Marketing Strategy, Training, Sales, Budgets, Nonprofits, Research, Strategic Communications, Sales Management, Public Policy, Advertising, Business Planning, Sales and Marketing, Strategy and Operations, Product Marketing, B2B, Sales Management..., Project Management
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
Cornell University 2013 — 2014
Professional Certificate, Hotel Real Estate Investment and Asset Management
Georgia State University 2003 — 2008
Bachelor's Degree, Business/Public Policy
Paul Bober Paul Bober's New York Life Insurance Company Experience March 2009 - Present
Job Financial Services Professional* at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC August 2009 - Present
New York Life Insurance Company March 2009 - Present
BNI October 2014 - Present
Ninety Nine Restaurants 1994 - 2008
Clarion Somerset Hotel April 1993 - October 1994
Pillar House January 1985 - April 1993
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Key Person Protection, Sales, Finance, Accounting, Program Management, Investments, Management, Recruiting, Social Media, Retirement, Analysis
Education
Connecticut College 1980 — 1984
B.A. History;, Studies in History, Education, Astronomy & Photography
Williams-Mystic 1984 — 1984
American Maritime Studies, Maritime Studies
Saint John's High School 1976 — 1980
College prep, General Studies
NYLIFE Securities LLC August 2009 - Present
New York Life Insurance Company March 2009 - Present
BNI October 2014 - Present
Ninety Nine Restaurants 1994 - 2008
Clarion Somerset Hotel April 1993 - October 1994
Pillar House January 1985 - April 1993
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Key Person Protection, Sales, Finance, Accounting, Program Management, Investments, Management, Recruiting, Social Media, Retirement, Analysis
Education
Connecticut College 1980 — 1984
B.A. History;, Studies in History, Education, Astronomy & Photography
Williams-Mystic 1984 — 1984
American Maritime Studies, Maritime Studies
Saint John's High School 1976 — 1980
College prep, General Studies
Stephen Luby's New York Life Insurance Company Experience September 2015 - Present
Job New York Life Insurance Company and NYLife Securities
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company May 2012 - August 2015
New York Life Insurance Company July 2009 - May 2012
Landmark Legal Solutions October 2007 - September 2009
The MedLeh Group August 2006 - October 2007
Skills
Management, Life Insurance, Finance, Training, Estate Planning, Recruiting, Financial Services, Investments, Insurance, Analysis, Retirement Planning, Leadership, Small Business, Strategic Financial..., Account Management, Entrepreneurship, Business Planning, Marketing, Strategic Planning, New Business Development, Mutual Funds, Business Development
Education
Cornell University 2000 — 2004
Bachelor of Science (B.S.)
The Gow School 1997 — 2000
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company May 2012 - August 2015
New York Life Insurance Company July 2009 - May 2012
Landmark Legal Solutions October 2007 - September 2009
The MedLeh Group August 2006 - October 2007
Skills
Management, Life Insurance, Finance, Training, Estate Planning, Recruiting, Financial Services, Investments, Insurance, Analysis, Retirement Planning, Leadership, Small Business, Strategic Financial..., Account Management, Entrepreneurship, Business Planning, Marketing, Strategic Planning, New Business Development, Mutual Funds, Business Development
Education
Cornell University 2000 — 2004
Bachelor of Science (B.S.)
The Gow School 1997 — 2000
Aaron B. Sorenson's New York Life Insurance Company Experience September 2008 - July 2009
Job Student, Concordia University
Industry Accounting
Experience
Bank of the West May 2012 - September 2013
Chase February 2010 - May 2012
Bank of America July 2009 - February 2010
New York Life Insurance Company September 2008 - July 2009
New England Financial April 2007 - September 2008
Washington Mutual March 2005 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2005
Target August 1992 - April 2004
Skills
Investments, Insurance, Financial Services, Banking, Accounting, Financial Reporting, Customer Service, PowerPoint
Education
Concordia University-Portland 2015 — 2017
Bachelor’s Degree, Accounting
Portland Community College 2013 — 2015
Associate’s Degree, Accounting, 4.0 GPA
Bank of the West May 2012 - September 2013
Chase February 2010 - May 2012
Bank of America July 2009 - February 2010
New York Life Insurance Company September 2008 - July 2009
New England Financial April 2007 - September 2008
Washington Mutual March 2005 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2005
Target August 1992 - April 2004
Skills
Investments, Insurance, Financial Services, Banking, Accounting, Financial Reporting, Customer Service, PowerPoint
Education
Concordia University-Portland 2015 — 2017
Bachelor’s Degree, Accounting
Portland Community College 2013 — 2015
Associate’s Degree, Accounting, 4.0 GPA
Howard Fillit, MD Howard Fillit, MD's New York Life Insurance Company Experience 1995 - 1998
Job Founding Executive Director at Alzheimer's Drug Discovery Foundation, Consultant in Geriatric Medicine
Industry Philanthropy
Experience
Alzheimer's Drug Discovery Foundation January 1998 - Present
Alzheimer's Drug Discovery Foundation 1998 - Present
Mount Sinai School of Medicine 1987 - Present
awards and honors 1976 - Present
New York Life Insurance Company 1995 - 1998
The Rockefeller University 1976 - 1987
Skills
Clinical Trials, Managed Care, Gerontology, Alzheimer's disease, Drug Discovery, Outcomes Research, Health Economics, Clinical Research, Medicare, Biomarkers, Translational Medicine, Translational Research, Health Outcomes, geriatric medicine, Neuroscience, Clinical, Life Sciences, Pharmacoeconomics, Disease, Lifesciences, Pharmacology, Medicine, Molecular Biology, Biotechnology, Science, Genetics, Drug Development, Immunology, Neurodegeneration, Biochemistry, Medical Research, Protein Chemistry, Cell Biology, Animal Models
Education
Cornell University
BA cum laude, neurobiology
State University of New York Upstate Medical University
MD, medicine
Alzheimer's Drug Discovery Foundation January 1998 - Present
Alzheimer's Drug Discovery Foundation 1998 - Present
Mount Sinai School of Medicine 1987 - Present
awards and honors 1976 - Present
New York Life Insurance Company 1995 - 1998
The Rockefeller University 1976 - 1987
Skills
Clinical Trials, Managed Care, Gerontology, Alzheimer's disease, Drug Discovery, Outcomes Research, Health Economics, Clinical Research, Medicare, Biomarkers, Translational Medicine, Translational Research, Health Outcomes, geriatric medicine, Neuroscience, Clinical, Life Sciences, Pharmacoeconomics, Disease, Lifesciences, Pharmacology, Medicine, Molecular Biology, Biotechnology, Science, Genetics, Drug Development, Immunology, Neurodegeneration, Biochemistry, Medical Research, Protein Chemistry, Cell Biology, Animal Models
Education
Cornell University
BA cum laude, neurobiology
State University of New York Upstate Medical University
MD, medicine
Ted Rozelsky Ted Rozelsky's New York Life Insurance Company Experience October 1997 - October 1998
Job Computer Support and Training
Industry Information Technology and Services
Experience
Boyce Thompson Institute for Plant Research September 2011 - February 2013
Syracuse University February 2006 - July 2011
The Penn Traffic Company October 2000 - January 2006
G. C. Hanford Manufacturing Company November 1998 - July 2000
New York Life Insurance Company October 1997 - October 1998
Deluxe Corporation July 1996 - May 1997
Benjamin Rush Center September 1992 - December 1995
MONY: The Mutual Life Insurance Company of New York September 1990 - June 1992
MONY: The Mutual Life Insurance Company of New York May 1988 - September 1990
MONY: The Mutual Life Insurance Company of New York August 1985 - May 1988
Skills
Customer Service, Troubleshooting, Documentation, Testing
Education
Cornell University 1980 — 1984
Bachelor of Science, Human Development, Business, Computer Science
Boyce Thompson Institute for Plant Research September 2011 - February 2013
Syracuse University February 2006 - July 2011
The Penn Traffic Company October 2000 - January 2006
G. C. Hanford Manufacturing Company November 1998 - July 2000
New York Life Insurance Company October 1997 - October 1998
Deluxe Corporation July 1996 - May 1997
Benjamin Rush Center September 1992 - December 1995
MONY: The Mutual Life Insurance Company of New York September 1990 - June 1992
MONY: The Mutual Life Insurance Company of New York May 1988 - September 1990
MONY: The Mutual Life Insurance Company of New York August 1985 - May 1988
Skills
Customer Service, Troubleshooting, Documentation, Testing
Education
Cornell University 1980 — 1984
Bachelor of Science, Human Development, Business, Computer Science
Joshua Hathaway Joshua Hathaway's New York Life Insurance Company Experience September 2013 - Present
Job Bilingual New York Life Agent helping young families and small business owners achieve financial independence
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company September 2013 - Present
Insphere Insurance Solutions April 2013 - September 2013
Optotraffic September 2011 - April 2013
Skills
Retirement Planning, Fixed Annuities, Retirement, Strategic Financial..., Life Insurance, Public Speaking, Public Relations, Customer Satisfaction, Long-term Customer..., Community Outreach, Qualified Teacher, Account Management, Insurance, Employee Benefits, Small Business, Financial Services, Term Life Insurance, Long-term Care
Education
Coppin State University 1993 — 1995
Dynamics of Management
Baltimore City College High School 1989 — 1993
High School Diploma, Languages, General Studies and Humanities
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company September 2013 - Present
Insphere Insurance Solutions April 2013 - September 2013
Optotraffic September 2011 - April 2013
Skills
Retirement Planning, Fixed Annuities, Retirement, Strategic Financial..., Life Insurance, Public Speaking, Public Relations, Customer Satisfaction, Long-term Customer..., Community Outreach, Qualified Teacher, Account Management, Insurance, Employee Benefits, Small Business, Financial Services, Term Life Insurance, Long-term Care
Education
Coppin State University 1993 — 1995
Dynamics of Management
Baltimore City College High School 1989 — 1993
High School Diploma, Languages, General Studies and Humanities
Adrienne McPherson Adrienne McPherson's New York Life Insurance Company Experience July 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
Education
Community College of Rhode Island 2012 — 2013
New York Life Insurance Company July 2013 - Present
Education
Community College of Rhode Island 2012 — 2013
Henry P. Kim Henry P. Kim's New York Life Insurance Company Experience October 2012 - Present
Job Portfolio Specialist, Wealth Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company March 2009 - October 2012
UBS Financial Services April 2008 - March 2009
Legg Mason August 2004 - March 2008
Bear Stearns Asset Management April 2001 - August 2004
Bear Stearns Asset Management April 2000 - April 2001
Skills
Mutual Funds, Asset Allocation, Separately Managed..., Fixed Income, Investments, Equities, Securities, Asset Managment, Investment Strategies, Bloomberg, ETFs, Uniform Combined State..., Portfolio Management, Morningstar Direct, Thomson One Analytics
Education
Cornell University 1995 — 1999
BS, Economics
Archbishop Molloy HS 1991 — 1995
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company March 2009 - October 2012
UBS Financial Services April 2008 - March 2009
Legg Mason August 2004 - March 2008
Bear Stearns Asset Management April 2001 - August 2004
Bear Stearns Asset Management April 2000 - April 2001
Skills
Mutual Funds, Asset Allocation, Separately Managed..., Fixed Income, Investments, Equities, Securities, Asset Managment, Investment Strategies, Bloomberg, ETFs, Uniform Combined State..., Portfolio Management, Morningstar Direct, Thomson One Analytics
Education
Cornell University 1995 — 1999
BS, Economics
Archbishop Molloy HS 1991 — 1995
Dmitry Adams Dmitry Adams's New York Life Insurance Company Experience May 2014 - April 2015
Job Grain Merchandiser at Archer Daniels Midland Company
Industry Insurance
Experience
Archer Daniels Midland Company June 2015 - Present
Concordia College August 2011 - May 2015
New York Life Insurance Company May 2014 - April 2015
Thomson Reuters November 2014 - December 2014
Bert Baxter Transport Ltd. May 2013 - August 2013
Concordia College August 2011 - May 2013
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Leadership, Teamwork, Economics, International Project..., Research, Team Leadership, Time Management
Education
Concordia College 2011 — 2015
Bachelor of Arts (B.A.), Business with concentrations in Economics and Finance
Archer Daniels Midland Company June 2015 - Present
Concordia College August 2011 - May 2015
New York Life Insurance Company May 2014 - April 2015
Thomson Reuters November 2014 - December 2014
Bert Baxter Transport Ltd. May 2013 - August 2013
Concordia College August 2011 - May 2013
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Leadership, Teamwork, Economics, International Project..., Research, Team Leadership, Time Management
Education
Concordia College 2011 — 2015
Bachelor of Arts (B.A.), Business with concentrations in Economics and Finance
Elliott Marchand Elliott Marchand's New York Life Insurance Company Experience March 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company March 2013 - Present
CSC April 1997 - March 2013
Hartford Investment Management Company December 1995 - April 1997
Command Systems, Inc October 1994 - December 1995
IBM October 1992 - April 1993
Skills
SQL, Insurance, Reinsurance, Technical Architecture, SOA, Document Management, GraphTalk, ACORD, Agile Methodologies, Graphtalk, Integration, Requirements Analysis, Software Development, Enterprise Architecture, Web Services, Architecture, Unix, Architectures, Business Analysis, SDLC
Education
Cornell University 1990 — 1994
B.S, Computer Science
New York Life Insurance Company March 2013 - Present
CSC April 1997 - March 2013
Hartford Investment Management Company December 1995 - April 1997
Command Systems, Inc October 1994 - December 1995
IBM October 1992 - April 1993
Skills
SQL, Insurance, Reinsurance, Technical Architecture, SOA, Document Management, GraphTalk, ACORD, Agile Methodologies, Graphtalk, Integration, Requirements Analysis, Software Development, Enterprise Architecture, Web Services, Architecture, Unix, Architectures, Business Analysis, SDLC
Education
Cornell University 1990 — 1994
B.S, Computer Science
Annica Johansson Annica Johansson's New York Life Insurance Company Experience April 2015 - Present
Job Senior Associate, Creative Development at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company April 2015 - Present
Mezrah Consulting March 2011 - April 2015
KPH Volume May 2009 - September 2009
Crystal Buy the Best August 2008 - March 2009
Skills
Insurance, Account Management, Advertising, Marketing, Management, Social Media, Adobe Creative Suite, Microsoft Office, Corporate Branding, Microsoft Excel, PowerPoint, Employee Benefits, Customer Service, Financial Analysis, Marketing Communications, InDesign, Illustrator, Graphic Design, Logo Design, Photography, Non-Qualified Deferred..., COLI, BOLI, Leadership, Marketing Strategy
Education
University of Florida 2005 — 2010
Bachelor of Science in Business Administration, Marketing
Copenhagen Business School 2008 — 2009
Marketing
Institut catholique de Paris 2008 — 2008
French Immersion
New York Life Insurance Company April 2015 - Present
Mezrah Consulting March 2011 - April 2015
KPH Volume May 2009 - September 2009
Crystal Buy the Best August 2008 - March 2009
Skills
Insurance, Account Management, Advertising, Marketing, Management, Social Media, Adobe Creative Suite, Microsoft Office, Corporate Branding, Microsoft Excel, PowerPoint, Employee Benefits, Customer Service, Financial Analysis, Marketing Communications, InDesign, Illustrator, Graphic Design, Logo Design, Photography, Non-Qualified Deferred..., COLI, BOLI, Leadership, Marketing Strategy
Education
University of Florida 2005 — 2010
Bachelor of Science in Business Administration, Marketing
Copenhagen Business School 2008 — 2009
Marketing
Institut catholique de Paris 2008 — 2008
French Immersion
Karen Payes Karen Payes's New York Life Insurance Company Experience September 1998 - June 2004
Job Freelance Public Relations and Communications Consultant
Industry Public Relations and Communications
Experience
Self-employed May 2010 - Present
New York Life Insurance Company September 1998 - June 2004
Edelman August 1995 - September 1998
Skills
Media Relations, Public Relations, Strategic Communications, Crisis Communications, Social Media, Blogging, Corporate Communications, Event Planning, Marketing Communications, Editing, Public Speaking, Nonprofits, Reputation Management, Research, Strategy, Press Releases, Change management...
Education
Cornell University 1987 — 1991
Bachelor of Science (BS), Consumer Economics/Communications
Self-employed May 2010 - Present
New York Life Insurance Company September 1998 - June 2004
Edelman August 1995 - September 1998
Skills
Media Relations, Public Relations, Strategic Communications, Crisis Communications, Social Media, Blogging, Corporate Communications, Event Planning, Marketing Communications, Editing, Public Speaking, Nonprofits, Reputation Management, Research, Strategy, Press Releases, Change management...
Education
Cornell University 1987 — 1991
Bachelor of Science (BS), Consumer Economics/Communications
Brandon Larkin's New York Life Insurance Company Experience May 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Strip House at Westminster Hotel July 2008 - February 2014
Highlawn Pavilion November 2001 - July 2008
Kempinski Hotels September 1998 - November 2000
Skills
Insurance, Term Life Insurance, Account Management, Life Insurance, Asset Protection, Estate Planning, Annuity Sales, Buy-sell Agreements, Business Insurance..., Retirement Planning, Protection..., Permanent Life Insurance, Customer Service, Management, Sales
Education
Cornell University 2013 — 2014
Johnson and Wales University 1994 — 1998
B.S. International Hospitality and Tourism Management, Hospitality Administration/Management
Domino Carlton Tivoli Hotel and Restaurant Management Career Centre, Luzern, Switzerland 1995 — 1996
Swiss Food and Beverage Diploma, Hospitality Administration/Management
West Morris Mendham High School
New York Life Insurance Company May 2014 - Present
Strip House at Westminster Hotel July 2008 - February 2014
Highlawn Pavilion November 2001 - July 2008
Kempinski Hotels September 1998 - November 2000
Skills
Insurance, Term Life Insurance, Account Management, Life Insurance, Asset Protection, Estate Planning, Annuity Sales, Buy-sell Agreements, Business Insurance..., Retirement Planning, Protection..., Permanent Life Insurance, Customer Service, Management, Sales
Education
Cornell University 2013 — 2014
Johnson and Wales University 1994 — 1998
B.S. International Hospitality and Tourism Management, Hospitality Administration/Management
Domino Carlton Tivoli Hotel and Restaurant Management Career Centre, Luzern, Switzerland 1995 — 1996
Swiss Food and Beverage Diploma, Hospitality Administration/Management
West Morris Mendham High School
Wil Malonga's New York Life Insurance Company Experience 2014 - April 2015
Job Financial Strategist at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank April 2015 - Present
New York Life Insurance Company 2014 - April 2015
Built NY 2012 - March 2014
Lagardère April 2007 - March 2012
Centerline Capital Group June 2004 - January 2007
Tyson Foods November 2001 - April 2003
AptarGroup, Inc. October 1998 - November 2001
Christian Dior Couture February 1996 - October 1998
Education
Université Paris Dauphine 1994 — 1996
Mater's in Business and Finance
Conservatoire National des Arts et Métiers 1994 — 1995
DECF
Université Panthéon Assas (Paris II) 1991 — 1994
Bachelor's degree, Economics
Deutsche Bank April 2015 - Present
New York Life Insurance Company 2014 - April 2015
Built NY 2012 - March 2014
Lagardère April 2007 - March 2012
Centerline Capital Group June 2004 - January 2007
Tyson Foods November 2001 - April 2003
AptarGroup, Inc. October 1998 - November 2001
Christian Dior Couture February 1996 - October 1998
Education
Université Paris Dauphine 1994 — 1996
Mater's in Business and Finance
Conservatoire National des Arts et Métiers 1994 — 1995
DECF
Université Panthéon Assas (Paris II) 1991 — 1994
Bachelor's degree, Economics
David Arieno, LUTCF David Arieno, LUTCF's New York Life Insurance Company Experience January 2002 - Present
Job Financial Services Professional, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2002 - Present
USAF July 1975 - December 2001
Skills
Investments, Qualified &..., Annuities, Mutual Funds, Wealth Management, Guaranteed Lifetime..., Pensions, Licensed Life & Health..., Estate plan advisory..., Disability Insurance, Long Term Care Insurance, Life Insurance, Health Insurance, Retirement, IRAs, Qualified Retirement..., Fixed Annuities, Insurance
Education
The American College 2004 — 2006
Life Underwriter Training Council Fellow, Insurance and financial services
NYLIC University 2002 — 2003
CDC (Career development graduate), Insurance and Financial services
Community College of the Air Force
Associate of Arts and Sciences (AAS), Aircraft Armament Systems Technology
USAF Technical, Lowry AFB, CO.
Armament Systems Technician, Aircraft Armament Systems Technology
West Irondequoit HIgh School
New York Life Insurance Company January 2002 - Present
USAF July 1975 - December 2001
Skills
Investments, Qualified &..., Annuities, Mutual Funds, Wealth Management, Guaranteed Lifetime..., Pensions, Licensed Life & Health..., Estate plan advisory..., Disability Insurance, Long Term Care Insurance, Life Insurance, Health Insurance, Retirement, IRAs, Qualified Retirement..., Fixed Annuities, Insurance
Education
The American College 2004 — 2006
Life Underwriter Training Council Fellow, Insurance and financial services
NYLIC University 2002 — 2003
CDC (Career development graduate), Insurance and Financial services
Community College of the Air Force
Associate of Arts and Sciences (AAS), Aircraft Armament Systems Technology
USAF Technical, Lowry AFB, CO.
Armament Systems Technician, Aircraft Armament Systems Technology
West Irondequoit HIgh School
Sherine Griffin Sherine Griffin's New York Life Insurance Company Experience January 2012 - Present
Job Dedicated New York Life Agent Helping Families Achieve Financial Independence in the Greater Philadelphia Area
Industry Insurance
Experience
New York Life Insurance Company January 2012 - Present
Keller Williams Real Estate October 2009 - February 2012
Vertis Communications March 1999 - March 2008
Skills
Insurance, Retirement, Small Business, Risk Management, Asset Protection, Life Insurance..., Multi-generational..., 401k Rollovers, Estate Planning, Lifetime Income..., Education Funding..., Customer Satisfaction, IRA Rollovers, Personal Finance, Supplements to Employee..., Legacy Planning, Retirement Planning, Licensed in Long Term..., Creative Problem Solving, Business Succession..., Key Person Insurance, Multi-generational..., Protection..., Workshop Facilitation, Account Management, Customer Retention, Customer Relations, Buy-sell Agreements, Direct Sales, Seminar Marketing, Public Speaking, Annuity Sales, Life Insurance, Strategic Planning, Customer Service, Financial Planning, Management, Marketing, Sales, Problem Solving
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Community College of Philadelphia 2007 — 2009
Associate's degree, Marketing
New York Life Insurance Company January 2012 - Present
Keller Williams Real Estate October 2009 - February 2012
Vertis Communications March 1999 - March 2008
Skills
Insurance, Retirement, Small Business, Risk Management, Asset Protection, Life Insurance..., Multi-generational..., 401k Rollovers, Estate Planning, Lifetime Income..., Education Funding..., Customer Satisfaction, IRA Rollovers, Personal Finance, Supplements to Employee..., Legacy Planning, Retirement Planning, Licensed in Long Term..., Creative Problem Solving, Business Succession..., Key Person Insurance, Multi-generational..., Protection..., Workshop Facilitation, Account Management, Customer Retention, Customer Relations, Buy-sell Agreements, Direct Sales, Seminar Marketing, Public Speaking, Annuity Sales, Life Insurance, Strategic Planning, Customer Service, Financial Planning, Management, Marketing, Sales, Problem Solving
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Community College of Philadelphia 2007 — 2009
Associate's degree, Marketing
Robert Rizzuto's New York Life Insurance Company Experience May 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company May 2014 - Present
RPR Consulting October 2010 - May 2014
JWT INSIDE October 2007 - August 2010
JWT October 2007 - August 2010
Ammirati Puris Lintas December 1996 - June 2004
Lowe Worldwide 1996 - 2004
Griffin Bacal 1994 - 1996
Backer Spielvogel Bates June 1986 - December 1993
Saatchi & Saatchi, NY 1983 - 1986
Education
Cornell University
Bachelor of Science, Business Administration and Management, General
North Shore High School
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company May 2014 - Present
RPR Consulting October 2010 - May 2014
JWT INSIDE October 2007 - August 2010
JWT October 2007 - August 2010
Ammirati Puris Lintas December 1996 - June 2004
Lowe Worldwide 1996 - 2004
Griffin Bacal 1994 - 1996
Backer Spielvogel Bates June 1986 - December 1993
Saatchi & Saatchi, NY 1983 - 1986
Education
Cornell University
Bachelor of Science, Business Administration and Management, General
North Shore High School
David Vavrasek's New York Life Insurance Company Experience 2008 - 2011
Job Vice President Enterprise Commercial
Industry Electrical/Electronic Manufacturing
Experience
Tyco October 2014 - Present
Greater New York Councils, Boy Scouts of America October 2014 - Present
XL Group plc 2011 - 2014
New York Life Insurance Company 2008 - 2011
Altria 2003 - 2008
Education
Cornell University
Masters, Industrial & Labor Relations
Ithaca College
BS, Business Administration
Tyco October 2014 - Present
Greater New York Councils, Boy Scouts of America October 2014 - Present
XL Group plc 2011 - 2014
New York Life Insurance Company 2008 - 2011
Altria 2003 - 2008
Education
Cornell University
Masters, Industrial & Labor Relations
Ithaca College
BS, Business Administration
Michael Duclos Michael Duclos's New York Life Insurance Company Experience September 2012 - April 2014
Job Assistant Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2015 - Present
Williams Estate and Financial Group July 2014 - June 2015
NYLIFE Securities LLC March 2013 - April 2014
New York Life Insurance Company September 2012 - April 2014
HUGO BOSS FACTORY STORE May 2007 - February 2010
Hugo Boss August 2006 - May 2007
HICKEY FREEMAN / BOBBY JONES OUTLET May 2006 - August 2006
Hugo Boss April 2004 - May 2006
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Estate Planning, Wealth Preservation..., Key Person Protection, Insurance, Financial Services, Retail, Inventory Management, Fixed Annuities, Finance
Education
Bridgewater State University 2010 — 2012
Bachlors, Accounting & Finance
Community College of Rhode Island
Associate in Science, Business
North Providence High School
Mutual of America July 2015 - Present
Williams Estate and Financial Group July 2014 - June 2015
NYLIFE Securities LLC March 2013 - April 2014
New York Life Insurance Company September 2012 - April 2014
HUGO BOSS FACTORY STORE May 2007 - February 2010
Hugo Boss August 2006 - May 2007
HICKEY FREEMAN / BOBBY JONES OUTLET May 2006 - August 2006
Hugo Boss April 2004 - May 2006
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Estate Planning, Wealth Preservation..., Key Person Protection, Insurance, Financial Services, Retail, Inventory Management, Fixed Annuities, Finance
Education
Bridgewater State University 2010 — 2012
Bachlors, Accounting & Finance
Community College of Rhode Island
Associate in Science, Business
North Providence High School
Frances Huang Frances Huang's New York Life Insurance Company Experience May 2010 - August 2010
Job Associate at Coller Capital
Industry Investment Management
Experience
Coller Capital September 2014 - Present
Fortress Investment Group April 2012 - August 2014
GE Capital July 2011 - April 2012
New York Life Insurance Company May 2010 - August 2010
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Private Equity, Quantitative Analytics, Risk Analytics, VBA, Bloomberg, Quantitative Analysis, Mandarin, Microsoft Excel, Fixed Income
Education
Cornell University 2007 — 2011
Bachelor of Science, Hotel Adminstration
Coller Capital September 2014 - Present
Fortress Investment Group April 2012 - August 2014
GE Capital July 2011 - April 2012
New York Life Insurance Company May 2010 - August 2010
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Private Equity, Quantitative Analytics, Risk Analytics, VBA, Bloomberg, Quantitative Analysis, Mandarin, Microsoft Excel, Fixed Income
Education
Cornell University 2007 — 2011
Bachelor of Science, Hotel Adminstration
ilene hinden's New York Life Insurance Company Experience January 2013 - August 2013
Job art + design + technology [popup ink]
Industry Design
Experience
Popup Ink llc August 2012 - Present
Siegel+Gale December 2014 - May 2015
MRM//McCann October 2013 - November 2014
New York Life Insurance Company January 2013 - August 2013
CreativeWorx June 2012 - August 2012
Publicis Life Brands Medicus 2007 - January 2012
Visualex LLC January 2007 - July 2007
Torre Lazur Mccann June 2005 - December 2006
Seven Worldwide at Mastercard September 2004 - May 2005
iH2concepts design NY/NJ Metro 2001 - 2004
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Adobe DPS, Adobe Edge, Adobe Muse, Adobe Bridge, Adobe Acrobat, QuarkXPress, Quicktime, Flightcheck, Extensis Portfolio, Digital Asset Management, Extensis Suitcase, Vector Illustration, Information Design, Information Graphics, Digital Photography, Keynote, Microsoft Office, HTML5, Creative Direction, Art Direction, Graphic Design, Advertising, Concept Development, Pre-press, Typography, Layout, Branding & Identity, Logo Design, Brochures, Graphics, Mac, Web Design, Illustration, Corporate Branding, Posters, Copywriting, Animation, Interaction Design, Art, Image Manipulation, Creative Strategy, User Interface Design, Corporate Identity, Direct Mail, User Experience, Interactive Advertising
Education
General Assembly 2014 — 2015
Web Design Circuit
Syracuse University
BFA, Advertising Design
Cornell University
Summer Art Program, Fine Art
Popup Ink llc August 2012 - Present
Siegel+Gale December 2014 - May 2015
MRM//McCann October 2013 - November 2014
New York Life Insurance Company January 2013 - August 2013
CreativeWorx June 2012 - August 2012
Publicis Life Brands Medicus 2007 - January 2012
Visualex LLC January 2007 - July 2007
Torre Lazur Mccann June 2005 - December 2006
Seven Worldwide at Mastercard September 2004 - May 2005
iH2concepts design NY/NJ Metro 2001 - 2004
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Adobe DPS, Adobe Edge, Adobe Muse, Adobe Bridge, Adobe Acrobat, QuarkXPress, Quicktime, Flightcheck, Extensis Portfolio, Digital Asset Management, Extensis Suitcase, Vector Illustration, Information Design, Information Graphics, Digital Photography, Keynote, Microsoft Office, HTML5, Creative Direction, Art Direction, Graphic Design, Advertising, Concept Development, Pre-press, Typography, Layout, Branding & Identity, Logo Design, Brochures, Graphics, Mac, Web Design, Illustration, Corporate Branding, Posters, Copywriting, Animation, Interaction Design, Art, Image Manipulation, Creative Strategy, User Interface Design, Corporate Identity, Direct Mail, User Experience, Interactive Advertising
Education
General Assembly 2014 — 2015
Web Design Circuit
Syracuse University
BFA, Advertising Design
Cornell University
Summer Art Program, Fine Art
Logan Pardell's New York Life Insurance Company Experience May 2009 - August 2009
Job J.D./M.B.A
Industry Law Practice
Experience
Wicker Smith et. al. May 2014 - August 2014
Infinite Energy Inc May 2013 - August 2013
New York State Supreme Court, 9th Judicial District June 2012 - July 2012
TMS Center of the Hudson Valley June 2010 - August 2011
Cornell University September 2010 - May 2011
New York Life Insurance Company May 2009 - August 2009
Active International June 2008 - August 2008
Lerner-Heidenberg Properties June 2006 - August 2006
Skills
Legal Research, Westlaw, PowerPoint, Lexis, Legal Writing, Data Analysis, Research, Advertising, Courts, Proofreading, Intellectual Property, Microsoft Excel, Microsoft Office, Public Speaking, Human Resources, Program Management, Marketing
Education
University of Florida - Warrington College Of Business 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Florida, Levin College of Law 2011 — 2015
Juris Doctor, Law
Cornell University 2007 — 2010
Bachelor of Science, Industrial and Labor Relations
Wicker Smith et. al. May 2014 - August 2014
Infinite Energy Inc May 2013 - August 2013
New York State Supreme Court, 9th Judicial District June 2012 - July 2012
TMS Center of the Hudson Valley June 2010 - August 2011
Cornell University September 2010 - May 2011
New York Life Insurance Company May 2009 - August 2009
Active International June 2008 - August 2008
Lerner-Heidenberg Properties June 2006 - August 2006
Skills
Legal Research, Westlaw, PowerPoint, Lexis, Legal Writing, Data Analysis, Research, Advertising, Courts, Proofreading, Intellectual Property, Microsoft Excel, Microsoft Office, Public Speaking, Human Resources, Program Management, Marketing
Education
University of Florida - Warrington College Of Business 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Florida, Levin College of Law 2011 — 2015
Juris Doctor, Law
Cornell University 2007 — 2010
Bachelor of Science, Industrial and Labor Relations
Morgan Salama's New York Life Insurance Company Experience April 2013 - August 2013
Job Business Consultant at Artemis Connection
Industry Venture Capital & Private Equity
Experience
Artemis Connection September 2015 - Present
New York Life & MainStay Investments March 2015 - August 2015
Luigi Einaudi Fondazione May 2014 - August 2014
New York Life Insurance Company April 2013 - August 2013
Cleveland Clinic November 2008 - April 2012
U.S Federal Court System 2012 - 2012
Skills
Venture Capital, Government, Start-ups, Coaching, Corporate Venture..., Strategy, Business Process..., Research, Travel, Human Resources, Leadership Development, Microsoft Office, Training, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Government: International Studies. Minor in Law & Society
Magnificat High School 2008 — 2012
High School Diploma with Honors, Class of 2012
Artemis Connection September 2015 - Present
New York Life & MainStay Investments March 2015 - August 2015
Luigi Einaudi Fondazione May 2014 - August 2014
New York Life Insurance Company April 2013 - August 2013
Cleveland Clinic November 2008 - April 2012
U.S Federal Court System 2012 - 2012
Skills
Venture Capital, Government, Start-ups, Coaching, Corporate Venture..., Strategy, Business Process..., Research, Travel, Human Resources, Leadership Development, Microsoft Office, Training, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Government: International Studies. Minor in Law & Society
Magnificat High School 2008 — 2012
High School Diploma with Honors, Class of 2012
Kevin Bruneau Kevin Bruneau's New York Life Insurance Company Experience April 2005 - June 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Rite Solutions Inc. May 2008 - Present
Innovative Construction, Inc. February 2007 - December 2007
New York Life Insurance Company April 2005 - June 2007
Patriot Maintenance, Inc. April 1994 - May 2004
Newport Harbor Hotel & Marina May 1987 - April 1994
Skills
Business Analysis, Project Management, Security, Process Improvement, Analysis, Windows, Leadership
Education
Community College of Rhode Island 2013 — 2014
Accounting Certificate, Accounting, A
University of Rhode Island
Rite Solutions Inc. May 2008 - Present
Innovative Construction, Inc. February 2007 - December 2007
New York Life Insurance Company April 2005 - June 2007
Patriot Maintenance, Inc. April 1994 - May 2004
Newport Harbor Hotel & Marina May 1987 - April 1994
Skills
Business Analysis, Project Management, Security, Process Improvement, Analysis, Windows, Leadership
Education
Community College of Rhode Island 2013 — 2014
Accounting Certificate, Accounting, A
University of Rhode Island
Claire M. Nagel, MBA Claire M. Nagel, MBA's New York Life Insurance Company Experience July 1992 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company July 1992 - Present
NYLIFE Securities LLC July 1992 - Present
Evangelical Lutheran Church in America January 1984 - December 1988
University of Pennsylvania May 1980 - December 1983
Cornell University December 1975 - April 1980
Skills
Financial Services, Education Funding..., Long-Term Care Insurance
Education
New York University 1964 — 1968
MBA, Management
Cornell University 1949 — 1953
Bachelor of Arts (BA), History
New York Life Insurance Company July 1992 - Present
NYLIFE Securities LLC July 1992 - Present
Evangelical Lutheran Church in America January 1984 - December 1988
University of Pennsylvania May 1980 - December 1983
Cornell University December 1975 - April 1980
Skills
Financial Services, Education Funding..., Long-Term Care Insurance
Education
New York University 1964 — 1968
MBA, Management
Cornell University 1949 — 1953
Bachelor of Arts (BA), History
Curtis Folco Curtis Folco's New York Life Insurance Company Experience December 2011 - Present
Job Registered Representative offering securities through NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Skills
Leadership, Business Planning, Communication, Teamwork
Education
New England Institute of Technology 2007 — 2009
Community College of Rhode Island 2005 — 2007
Smithfield High School 2001 — 2003
Lasalle Academy 1999 — 2001
New York Life Insurance Company December 2011 - Present
Skills
Leadership, Business Planning, Communication, Teamwork
Education
New England Institute of Technology 2007 — 2009
Community College of Rhode Island 2005 — 2007
Smithfield High School 2001 — 2003
Lasalle Academy 1999 — 2001
Abby DeMarzo Abby DeMarzo's New York Life Insurance Company Experience September 2005 - August 2007
Job LMHC Therapist
Industry Hospital & Health Care
Experience
Self-Employed March 2013 - Present
Arbour HRI Hospital June 2010 - November 2012
MetroWest Medical Center June 2009 - May 2010
Framingham State College September 2007 - May 2010
Newton Public Schools September 2007 - June 2009
New York Life Insurance Company September 2005 - August 2007
North Shore ARC June 2004 - September 2005
New London Public Schools January 2003 - May 2003
Beth Israel Deaconess Hospital January 2002 - January 2003
Royal Prince Albert Hospital July 2002 - November 2002
Skills
Computer Literate, People-oriented, Mental Health Counseling, Mental Health, Psychotherapy, Psychology, Case Managment, Treatment, Child Development, Teaching, Therapists, Special Education, Autism Spectrum..., Healthcare, Curriculum Design
Education
Framingham State College 2007 — 2010
Masters, Counseling Psychology
Connecticut College 2000 — 2004
Bachelor of Science, Psychology
Self-Employed March 2013 - Present
Arbour HRI Hospital June 2010 - November 2012
MetroWest Medical Center June 2009 - May 2010
Framingham State College September 2007 - May 2010
Newton Public Schools September 2007 - June 2009
New York Life Insurance Company September 2005 - August 2007
North Shore ARC June 2004 - September 2005
New London Public Schools January 2003 - May 2003
Beth Israel Deaconess Hospital January 2002 - January 2003
Royal Prince Albert Hospital July 2002 - November 2002
Skills
Computer Literate, People-oriented, Mental Health Counseling, Mental Health, Psychotherapy, Psychology, Case Managment, Treatment, Child Development, Teaching, Therapists, Special Education, Autism Spectrum..., Healthcare, Curriculum Design
Education
Framingham State College 2007 — 2010
Masters, Counseling Psychology
Connecticut College 2000 — 2004
Bachelor of Science, Psychology
Cindi Ritcey Fox Cindi Ritcey Fox's New York Life Insurance Company Experience October 1990 - Present
Job Experienced Financial Services Professional, providing Financial Wellness to Individuals, Families & Corporations
Industry Financial Services
Experience
New York Life Insurance Company October 1990 - Present
Center For Grieving Children 2011 - Present
New York Life Insurance Company 2003 - 2007
Fox Benefits 1990 - 2006
AXA Equitable 1990 - 2003
Humana 1980 - 1990
Skills
Management, Sales Management, Fixed Annuities, IRAs, Long-term Care, Small Business, Leadership, CLU, Series 7, Retirement Planning, Insurance, Analysis, Strategic Planning, Life Insurance, Recruiting, Disability Insurance, Employee Benefits, Marketing, Sales, Business Planning, Marketing Strategy, Estate Planning, Financial Services, Strategic Financial..., Team Building, Retirement, Risk Management, Investments, Coaching, Long Term Care Insurance, Account Management, LUTCF, Leadership Development, Customer Service, 401k, Series 63, Term Life Insurance, Securities, Health Insurance, Financial Planners, Wealth Management, Alternative Investments, New Business Development, Finance, Training, Entrepreneurship, Mutual Funds, Portfolio Management, Investment Advisory, Series 6
Education
Concordia University-Wisconsin
New York Life Insurance Company October 1990 - Present
Center For Grieving Children 2011 - Present
New York Life Insurance Company 2003 - 2007
Fox Benefits 1990 - 2006
AXA Equitable 1990 - 2003
Humana 1980 - 1990
Skills
Management, Sales Management, Fixed Annuities, IRAs, Long-term Care, Small Business, Leadership, CLU, Series 7, Retirement Planning, Insurance, Analysis, Strategic Planning, Life Insurance, Recruiting, Disability Insurance, Employee Benefits, Marketing, Sales, Business Planning, Marketing Strategy, Estate Planning, Financial Services, Strategic Financial..., Team Building, Retirement, Risk Management, Investments, Coaching, Long Term Care Insurance, Account Management, LUTCF, Leadership Development, Customer Service, 401k, Series 63, Term Life Insurance, Securities, Health Insurance, Financial Planners, Wealth Management, Alternative Investments, New Business Development, Finance, Training, Entrepreneurship, Mutual Funds, Portfolio Management, Investment Advisory, Series 6
Education
Concordia University-Wisconsin
Robert L Moore Jr. MBA's New York Life Insurance Company Experience July 2015 - Present
Job Agent with New York Life helping clients with custom tailored solutions to [estate conservation, retirement planning, co
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Home Depot September 2014 - July 2015
VISIT Milwaukee July 2004 - August 2011
Milwaukee Journal Sentinel January 2002 - June 2004
World Financial Group January 2000 - September 2002
Skills
Marketing, Leadership, Budgets, Management, Sales, Strategic Planning, Marketing Management, Training, Event Planning, Sponsorship, Recruiting, Customer Service, Social Media, Event Management, Public Relations, Social Media Marketing, whole life Insurance, Term Life Insurance, Licensed to sell...
Education
Concordia University-Wisconsin 2008 — 2011
MBA, Marketing and Management
Concordia University-Wisconsin 2006 — 2008
Bachelors, BBA
Milwaukee Area Technical College 2002 — 2004
Associates, Marketing- Business 2 Business
Nicolet High School 1978 — 1982
Diploma
New York Life Insurance Company July 2015 - Present
Home Depot September 2014 - July 2015
VISIT Milwaukee July 2004 - August 2011
Milwaukee Journal Sentinel January 2002 - June 2004
World Financial Group January 2000 - September 2002
Skills
Marketing, Leadership, Budgets, Management, Sales, Strategic Planning, Marketing Management, Training, Event Planning, Sponsorship, Recruiting, Customer Service, Social Media, Event Management, Public Relations, Social Media Marketing, whole life Insurance, Term Life Insurance, Licensed to sell...
Education
Concordia University-Wisconsin 2008 — 2011
MBA, Marketing and Management
Concordia University-Wisconsin 2006 — 2008
Bachelors, BBA
Milwaukee Area Technical College 2002 — 2004
Associates, Marketing- Business 2 Business
Nicolet High School 1978 — 1982
Diploma
Cindy Purvis's New York Life Insurance Company Experience 1989 - 1994
Job Photographer at Bent By Design Photography
Industry Financial Services
Experience
Bent By Design Photography June 2013 - Present
Manulife Financial June 2012 - May 2013
Manulife Financial October 2006 - June 2012
Manulife Financial August 2004 - September 2006
Manulife Financial September 1994 - October 2003
New York Life Insurance Company 1989 - 1994
Skills
Life Insurance, Relationship Management, Insurance, Customer Service, Creative Solutions, Customer Satisfaction, Creative Problem Solving, Employee Training, Online Help, Positive Can-do Attitude, Business Analysis, Passion for Helping..., Seeing the Bigger..., Customer Oriented, User Documentation, Common Sense, Sense of Humour, Excellent Work Ethic, Calculations, Critical Illness, Disability Insurance
Education
Conestoga College 2013 — 2015
Commercial Photography
Conestoga College 2003 — 2005
Educational Assistant
Conestoga College 2004 — 2004
Web Design
Humber College 1987 — 1989
Excecutive Assistant
Bent By Design Photography June 2013 - Present
Manulife Financial June 2012 - May 2013
Manulife Financial October 2006 - June 2012
Manulife Financial August 2004 - September 2006
Manulife Financial September 1994 - October 2003
New York Life Insurance Company 1989 - 1994
Skills
Life Insurance, Relationship Management, Insurance, Customer Service, Creative Solutions, Customer Satisfaction, Creative Problem Solving, Employee Training, Online Help, Positive Can-do Attitude, Business Analysis, Passion for Helping..., Seeing the Bigger..., Customer Oriented, User Documentation, Common Sense, Sense of Humour, Excellent Work Ethic, Calculations, Critical Illness, Disability Insurance
Education
Conestoga College 2013 — 2015
Commercial Photography
Conestoga College 2003 — 2005
Educational Assistant
Conestoga College 2004 — 2004
Web Design
Humber College 1987 — 1989
Excecutive Assistant
Christine Fortier Christine Fortier's New York Life Insurance Company Experience February 2011 - September 2011
Job Account Coordinator at Retirement Planning Group, LLP
Industry Financial Services
Experience
Retirement Planning Group, LLP June 2015 - Present
Mercer Consulting.Outsourcing.Investments January 2012 - June 2015
New York Life Insurance Company February 2011 - September 2011
Putnam Investments October 2006 - February 2011
Putnam Investments March 2001 - October 2006
Skills
Access, Microsoft Excel, Customer Service, Accounting, Microsoft Word, PowerPoint, Lotus Notes, Microsoft Applications, Process Improvement, Microsoft Office, Analysis, Outlook, 401k, Risk Management, Business Analysis, SQL, Defined Benefit, Finance, Pensions, Technical Writing, Visual Basic, Mutual Funds, ERISA
Education
Suffolk University - Sawyer Business School 2006 — 2009
Bachelors Degree, Business Adminstration/Management
Community College of Rhode Island 1999 — 2003
Associates Degree, Computer Science - Programming Option
Retirement Planning Group, LLP June 2015 - Present
Mercer Consulting.Outsourcing.Investments January 2012 - June 2015
New York Life Insurance Company February 2011 - September 2011
Putnam Investments October 2006 - February 2011
Putnam Investments March 2001 - October 2006
Skills
Access, Microsoft Excel, Customer Service, Accounting, Microsoft Word, PowerPoint, Lotus Notes, Microsoft Applications, Process Improvement, Microsoft Office, Analysis, Outlook, 401k, Risk Management, Business Analysis, SQL, Defined Benefit, Finance, Pensions, Technical Writing, Visual Basic, Mutual Funds, ERISA
Education
Suffolk University - Sawyer Business School 2006 — 2009
Bachelors Degree, Business Adminstration/Management
Community College of Rhode Island 1999 — 2003
Associates Degree, Computer Science - Programming Option
Rogerio Matos Rogerio Matos's New York Life Insurance Company Experience November 2012 - February 2014
Job Personal Banker Universal at Citizens Bank
Industry Accounting
Experience
Citizens Bank March 2014 - Present
New York Life Insurance Company November 2012 - February 2014
Adriano's Cucina Italiana January 2007 - September 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Microsoft Office, Customer Service, Leadership
Education
Strayer University-Pennsylvania 2012 — 2014
Bachelor of Science (B.S.), Accounting
Community College of Philadelphia 2012 — 2012
Philadelphia University 2005 — 2010
Bachelor of Science (B.S.), Accounting
Citizens Bank March 2014 - Present
New York Life Insurance Company November 2012 - February 2014
Adriano's Cucina Italiana January 2007 - September 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Microsoft Office, Customer Service, Leadership
Education
Strayer University-Pennsylvania 2012 — 2014
Bachelor of Science (B.S.), Accounting
Community College of Philadelphia 2012 — 2012
Philadelphia University 2005 — 2010
Bachelor of Science (B.S.), Accounting
Natasha Eisenhart Natasha Eisenhart's New York Life Insurance Company Experience June 2012 - November 2012
Job Business Advisor/ eCenter Manager at PSECU
Industry Sports
Experience
PSECU February 2014 - Present
Susquehanna University November 2012 - Present
New York Life Insurance Company June 2012 - November 2012
Wegmans Food Markets July 2011 - June 2012
Hess Corporation July 2008 - July 2011
Skills
Microsoft Office, Inventory Management, Customer Service, Sales, SAP, Retail, Completion, Outlook, Time Management, Negotiation, Leadership, Cashiering, Process Scheduler, Management, Team Building, Coaching, Public Speaking
Education
Concordia University Irvine 2013 — 2015
Master's degree, Coaching and Athletic Administration
Susquehanna University 2007 — 2011
Bachelor of Arts (B.A.), History
PSECU February 2014 - Present
Susquehanna University November 2012 - Present
New York Life Insurance Company June 2012 - November 2012
Wegmans Food Markets July 2011 - June 2012
Hess Corporation July 2008 - July 2011
Skills
Microsoft Office, Inventory Management, Customer Service, Sales, SAP, Retail, Completion, Outlook, Time Management, Negotiation, Leadership, Cashiering, Process Scheduler, Management, Team Building, Coaching, Public Speaking
Education
Concordia University Irvine 2013 — 2015
Master's degree, Coaching and Athletic Administration
Susquehanna University 2007 — 2011
Bachelor of Arts (B.A.), History
Freddie Oviedo Freddie Oviedo's New York Life Insurance Company Experience June 2011 - Present
Job Financial Services Profesional Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company March 2011 - Present
Food & Beverage Services Company March 2002 - November 2010
Skills
Long Term Care, Retirement Planning, Whole Life, Term Life Insurance, Universal Life, Income Annuities, Education Funding, Mortgage Funding
Education
Community College of Philadelphia
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company March 2011 - Present
Food & Beverage Services Company March 2002 - November 2010
Skills
Long Term Care, Retirement Planning, Whole Life, Term Life Insurance, Universal Life, Income Annuities, Education Funding, Mortgage Funding
Education
Community College of Philadelphia
Terry Weidman Terry Weidman's New York Life Insurance Company Experience January 2006 - January 2006
Job Installation Personnel Readiness Supervisor at USAF/Air National Guard
Industry Military
Experience
USAF/Air National Guard February 2014 - Present
USAF/Air National Guard May 2008 - Present
Lincoln Financial Group January 2008 - May 2008
New York Life Insurance Company January 2006 - January 2006
Skills
SECURITY CLEARANCE..., LICENSES: Indiana..., Employee Relations, Training, Employee Benefits, Human Resources, Applicant Tracking..., Supervisory Skills, Customer Service, PeopleSoft, HRIS, Team Building, Process Improvement, Coaching, Leadership, Recruiting, Military, Interviews, Security Clearance, DoD, Management, Military Operations, Leadership Development, Program Management, Military Experience, Air Force, Government, Operational Planning
Education
Indiana Wesleyan University, Fort Wayne, Indiana 2006 — 2014
Bachelor of Science, Business Management/Human Resources
Community College of the Air Force 2006 — 2012
Associates degree, Human Resources Management
Community College of the Air Force 2006 — 2012
Associate's degree, Aircraft Armament Systems Technology
USAF/Air National Guard February 2014 - Present
USAF/Air National Guard May 2008 - Present
Lincoln Financial Group January 2008 - May 2008
New York Life Insurance Company January 2006 - January 2006
Skills
SECURITY CLEARANCE..., LICENSES: Indiana..., Employee Relations, Training, Employee Benefits, Human Resources, Applicant Tracking..., Supervisory Skills, Customer Service, PeopleSoft, HRIS, Team Building, Process Improvement, Coaching, Leadership, Recruiting, Military, Interviews, Security Clearance, DoD, Management, Military Operations, Leadership Development, Program Management, Military Experience, Air Force, Government, Operational Planning
Education
Indiana Wesleyan University, Fort Wayne, Indiana 2006 — 2014
Bachelor of Science, Business Management/Human Resources
Community College of the Air Force 2006 — 2012
Associates degree, Human Resources Management
Community College of the Air Force 2006 — 2012
Associate's degree, Aircraft Armament Systems Technology
Walter Rhett McAbee Walter Rhett McAbee's New York Life Insurance Company Experience November 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2010 - Present
Education
Columbus State University 2005 — 2010
History
New York Life Insurance Company November 2010 - Present
Education
Columbus State University 2005 — 2010
History
Jewel Atkins Jewel Atkins's New York Life Insurance Company Experience July 2012 - December 2012
Job Telecom IT Professional
Industry Automotive
Experience
AutoTrader.com/Cox Automotive September 2014 - Present
ThyssenKrupp July 2013 - April 2014
New York Life Insurance Company July 2012 - December 2012
CDC (Center for Disease Control) January 2012 - April 2012
AT&T August 2011 - October 2011
Utiliquest May 2008 - April 2011
Marsh March 2008 - May 2008
The Home Depot March 2007 - April 2008
AIG 2007 - 2007
Teksystems 1998 - 2005
Skills
Software Documentation, Troubleshooting, Active Directory, Technical Support, Computer Hardware, SharePoint, Networking, Windows, Outlook, Customer Service, Windows 7, Project Management, XP, Servers, Software Installation, VPN, Citrix, Laptops, Blackberry Enterprise..., Microsoft Exchange, Lotus Notes, Blackberry, Group Policy, Disaster Recovery, Help Desk Support, Windows Server, System Administration, VMware, System Deployment, Printers, Windows XP, Wireless Networking, Information Technology, Operating Systems, Hardware, TCP/IP, Switches, Vendor Management, Firewalls, Routers, BMC Remedy
Education
Howard Community College 1997 — 1998
Associate of Arts and Sciences (AAS)
Coppin State University 1989 — 1991
Frederick Douglas High School
High School Deploma
AutoTrader.com/Cox Automotive September 2014 - Present
ThyssenKrupp July 2013 - April 2014
New York Life Insurance Company July 2012 - December 2012
CDC (Center for Disease Control) January 2012 - April 2012
AT&T August 2011 - October 2011
Utiliquest May 2008 - April 2011
Marsh March 2008 - May 2008
The Home Depot March 2007 - April 2008
AIG 2007 - 2007
Teksystems 1998 - 2005
Skills
Software Documentation, Troubleshooting, Active Directory, Technical Support, Computer Hardware, SharePoint, Networking, Windows, Outlook, Customer Service, Windows 7, Project Management, XP, Servers, Software Installation, VPN, Citrix, Laptops, Blackberry Enterprise..., Microsoft Exchange, Lotus Notes, Blackberry, Group Policy, Disaster Recovery, Help Desk Support, Windows Server, System Administration, VMware, System Deployment, Printers, Windows XP, Wireless Networking, Information Technology, Operating Systems, Hardware, TCP/IP, Switches, Vendor Management, Firewalls, Routers, BMC Remedy
Education
Howard Community College 1997 — 1998
Associate of Arts and Sciences (AAS)
Coppin State University 1989 — 1991
Frederick Douglas High School
High School Deploma
David Bolnick David Bolnick's New York Life Insurance Company Experience July 2009 - March 2011
Job Global Procurement Executive
Industry Financial Services
Experience
AIG March 2011 - July 2015
New York Life Insurance Company July 2009 - March 2011
Merrill Lynch/Bank of America April 2007 - May 2009
Merrill Lynch April 2003 - April 2007
Merrill Lynch 1997 - 2003
Paine Webber 1994 - 1996
Skills
Leadership, Outsourcing, Cross-functional..., Vendor Management, Risk Management, Management, Process Improvement, Procurement, Negotiation, Strategic Sourcing, Strategy, Supply Management, Strategic Planning, Contract Negotiation, Business Strategy, Sourcing, Program Management, Business Process..., Team Building, Finance, Contract Management, Financial Services, Six Sigma, Global Sourcing, Change Management, Cross-functional Team..., Business Analysis, Analysis, Telecommunications, Training, Data Center, Financial Analysis, IT Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Management Consulting, Relationship Management, Project Portfolio..., Business Transformation, Sales, PMO, SDLC, Professional Services, CRM, Operations Management, Governance, Business Process
Education
Cornell University
BS, Economics, Labor Relations
Maurice A. Deane School of Law at Hofstra University
JD
AIG March 2011 - July 2015
New York Life Insurance Company July 2009 - March 2011
Merrill Lynch/Bank of America April 2007 - May 2009
Merrill Lynch April 2003 - April 2007
Merrill Lynch 1997 - 2003
Paine Webber 1994 - 1996
Skills
Leadership, Outsourcing, Cross-functional..., Vendor Management, Risk Management, Management, Process Improvement, Procurement, Negotiation, Strategic Sourcing, Strategy, Supply Management, Strategic Planning, Contract Negotiation, Business Strategy, Sourcing, Program Management, Business Process..., Team Building, Finance, Contract Management, Financial Services, Six Sigma, Global Sourcing, Change Management, Cross-functional Team..., Business Analysis, Analysis, Telecommunications, Training, Data Center, Financial Analysis, IT Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Management Consulting, Relationship Management, Project Portfolio..., Business Transformation, Sales, PMO, SDLC, Professional Services, CRM, Operations Management, Governance, Business Process
Education
Cornell University
BS, Economics, Labor Relations
Maurice A. Deane School of Law at Hofstra University
JD
Jackie Roccasecca Jackie Roccasecca's New York Life Insurance Company Experience January 2011 - Present
Job Corporate Vice President
Industry Financial Services
Experience
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company May 1990 - February 2011
Integrated Resources Inc. May 1988 - April 1990
Skills
Requirements Gathering, Business Analysis, Business Process Design, SDLC, Business Requirements, Financial Services, Requirements Analysis, Insurance, Business Process..., Visio, Business Intelligence, SharePoint, Process Improvement, Systems Analysis, Vendor Management, Strategy, Information Technology, IT Strategy, Risk Management, Project Portfolio..., Business Process..., IT Operations, Business Process, CRM, Portfolio Management, Enterprise Architecture, IT Management, PMO, Software Project..., Solution Architecture, Business Architecture, Data Warehousing, Integration, Governance, Disaster Recovery, Great Personality, Management, Program Management, Leadership, Project Management, Analysis
Education
Cornell University 1989 — 1995
Master of Sciences ILR, Industrial Labor Relations & Human Resources
Montclair State University 1975 — 1988
BS Business Administration, Minor in Economics, Speech/Theater and Broadcasting
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company May 1990 - February 2011
Integrated Resources Inc. May 1988 - April 1990
Skills
Requirements Gathering, Business Analysis, Business Process Design, SDLC, Business Requirements, Financial Services, Requirements Analysis, Insurance, Business Process..., Visio, Business Intelligence, SharePoint, Process Improvement, Systems Analysis, Vendor Management, Strategy, Information Technology, IT Strategy, Risk Management, Project Portfolio..., Business Process..., IT Operations, Business Process, CRM, Portfolio Management, Enterprise Architecture, IT Management, PMO, Software Project..., Solution Architecture, Business Architecture, Data Warehousing, Integration, Governance, Disaster Recovery, Great Personality, Management, Program Management, Leadership, Project Management, Analysis
Education
Cornell University 1989 — 1995
Master of Sciences ILR, Industrial Labor Relations & Human Resources
Montclair State University 1975 — 1988
BS Business Administration, Minor in Economics, Speech/Theater and Broadcasting
Jeff Barnett Jeff Barnett's New York Life Insurance Company Experience August 2015 - Present
Job IT Business Analyst Connecting Technology and Business to Maximize End User Productivity
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Axis Capital September 2012 - July 2015
Morgan Stanley December 2000 - April 2012
Prudential Insurance 1997 - 2000
Skills
C#, Visual Studio..., .NET, Web Services, XML, MSBuild, Perforce, DBArtisan, SQL, SharePoint, Windows, Wiki, VMS, AFS, Crystal Reports, Visual C++, Source Safe, Infragistics, Unix, Software Development, Requirements Gathering, Database Design, Wikis, Data Modeling, Visual Basic, Business Analysis, SDLC, VSS, DB2, Change Management, Databases, Agile Methodologies, Technology Change..., Database Tools, Microsoft SQL Server, SOA, Software Project..., Oracle
Education
Pace University 1998 — 2000
MS, Computer Science
SUNY Purchase 1996 — 1997
C, C++, Unix, Networking
Cornell University 1971 — 1975
Bachelor Of Science, Microbiology
New York Life Insurance Company August 2015 - Present
Axis Capital September 2012 - July 2015
Morgan Stanley December 2000 - April 2012
Prudential Insurance 1997 - 2000
Skills
C#, Visual Studio..., .NET, Web Services, XML, MSBuild, Perforce, DBArtisan, SQL, SharePoint, Windows, Wiki, VMS, AFS, Crystal Reports, Visual C++, Source Safe, Infragistics, Unix, Software Development, Requirements Gathering, Database Design, Wikis, Data Modeling, Visual Basic, Business Analysis, SDLC, VSS, DB2, Change Management, Databases, Agile Methodologies, Technology Change..., Database Tools, Microsoft SQL Server, SOA, Software Project..., Oracle
Education
Pace University 1998 — 2000
MS, Computer Science
SUNY Purchase 1996 — 1997
C, C++, Unix, Networking
Cornell University 1971 — 1975
Bachelor Of Science, Microbiology
Giacomo Bisceglio III's New York Life Insurance Company Experience February 2009 - September 2010
Job Affinity Licensing Account Executive at ALEX AND ANI
Industry Consumer Goods
Experience
ALEX AND ANI April 2015 - Present
Alex and Ani August 2013 - April 2015
Cox Communications February 2011 - July 2013
Carrabba's Italian Grill January 2003 - January 2012
New York Life Insurance Company February 2009 - September 2010
Amalfi Fine Catering September 2008 - December 2008
Skills
Customer Service, Microsoft Office, Interpersonal..., Marketing, Strategic Financial..., Conflict Resolution, Social Media Integration, Categorical Data..., Direct Sales, Cross Functional Team..., CRM, Microsoft Word, Facebook, Teamwork, Email Marketing, Budgets, Sales, Merchandising
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island 2006 — 2009
Bachelors, Communications; Business
Community College of Rhode Island 2004 — 2006
General Studies
ALEX AND ANI April 2015 - Present
Alex and Ani August 2013 - April 2015
Cox Communications February 2011 - July 2013
Carrabba's Italian Grill January 2003 - January 2012
New York Life Insurance Company February 2009 - September 2010
Amalfi Fine Catering September 2008 - December 2008
Skills
Customer Service, Microsoft Office, Interpersonal..., Marketing, Strategic Financial..., Conflict Resolution, Social Media Integration, Categorical Data..., Direct Sales, Cross Functional Team..., CRM, Microsoft Word, Facebook, Teamwork, Email Marketing, Budgets, Sales, Merchandising
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island 2006 — 2009
Bachelors, Communications; Business
Community College of Rhode Island 2004 — 2006
General Studies
Sabrina Rosen Sabrina Rosen's New York Life Insurance Company Experience February 2002 - Present
Job Corporate Vice President & Actuary at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2002 - Present
Manulife Financial September 1994 - January 2002
Skills
Life Insurance, Actuarial Science, Spreadsheets, Technical Analysis, Project Management, Capital Management, Financial Reporting, Corporate Finance, Reinsurance, Finance, Fixed Annuities, Analysis, Underwriting
Education
York University 1992 — 1994
Master of Business Administration (MBA), Investments and Securities
Concordia University 1988 — 1992
Bachelor of Science (B.Sc.), Actuarial Mathematics
New York Life Insurance Company February 2002 - Present
Manulife Financial September 1994 - January 2002
Skills
Life Insurance, Actuarial Science, Spreadsheets, Technical Analysis, Project Management, Capital Management, Financial Reporting, Corporate Finance, Reinsurance, Finance, Fixed Annuities, Analysis, Underwriting
Education
York University 1992 — 1994
Master of Business Administration (MBA), Investments and Securities
Concordia University 1988 — 1992
Bachelor of Science (B.Sc.), Actuarial Mathematics
Aroon Masand, LUTCF Aroon Masand, LUTCF's New York Life Insurance Company Experience 2010 - Present
Job Financial Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company 2010 - Present
Desktop Design 1995 - 2010
Wells Fargo 1992 - 1995
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Small Business, Guaranteed Lifetime..., Retirement, Disability Insurance, Strategy, Long-term Care, Insurance, Sales, Term Life Insurance, Estate Planning, Mutual Funds, Strategic Financial..., IRAs, 401k, Financial Services, 401k Rollovers, Whole Life, Investments, Roth IRA, Financial Planning, Finance, Public Speaking
Education
The American College 2012 — 2014
LUTCF, Insurance and Financial Services
Series 6 and 63 License
Finance and Financial Management Services
Golden Gate University
Bachelor of Science, Management
Contra Costa College
General Education, Business Administration and Management, General
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company 2010 - Present
Desktop Design 1995 - 2010
Wells Fargo 1992 - 1995
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Small Business, Guaranteed Lifetime..., Retirement, Disability Insurance, Strategy, Long-term Care, Insurance, Sales, Term Life Insurance, Estate Planning, Mutual Funds, Strategic Financial..., IRAs, 401k, Financial Services, 401k Rollovers, Whole Life, Investments, Roth IRA, Financial Planning, Finance, Public Speaking
Education
The American College 2012 — 2014
LUTCF, Insurance and Financial Services
Series 6 and 63 License
Finance and Financial Management Services
Golden Gate University
Bachelor of Science, Management
Contra Costa College
General Education, Business Administration and Management, General
Mark Goller's New York Life Insurance Company Experience June 2007 - August 2007
Job Consultant at IMS Consulting Group
Industry Investment Management
Experience
IMS Consulting Group July 2014 - Present
BlackRock January 2014 - June 2014
BlackRock January 2011 - January 2014
BlackRock July 2008 - December 2010
New York Life Insurance Company June 2007 - August 2007
Lehigh University June 2006 - August 2006
Skills
Fixed Income, Portfolio Management, Equities, Investments, Financial Risk, Analytics, Asset Management, Due Diligence, Microsoft Excel, Valuation, Capital Markets, Finance, Quantitative Analytics, Project Management, Management, Strategy, Biotechnology, Pharmaceutical Industry, Management Consulting, Financial Modeling, Data Analysis, Financial Analysis, SQL
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Specializations in Management of Technology and Operations, Entrepreneurship and Innovation
Cornell University 2004 — 2008
BS, Biological and Environmental Engineering
IMS Consulting Group July 2014 - Present
BlackRock January 2014 - June 2014
BlackRock January 2011 - January 2014
BlackRock July 2008 - December 2010
New York Life Insurance Company June 2007 - August 2007
Lehigh University June 2006 - August 2006
Skills
Fixed Income, Portfolio Management, Equities, Investments, Financial Risk, Analytics, Asset Management, Due Diligence, Microsoft Excel, Valuation, Capital Markets, Finance, Quantitative Analytics, Project Management, Management, Strategy, Biotechnology, Pharmaceutical Industry, Management Consulting, Financial Modeling, Data Analysis, Financial Analysis, SQL
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Specializations in Management of Technology and Operations, Entrepreneurship and Innovation
Cornell University 2004 — 2008
BS, Biological and Environmental Engineering
Odie Pichappan Odie Pichappan's New York Life Insurance Company Experience September 2004 - May 2007
Job Risk Management & Fixed Income
Industry Investment Banking
Experience
State Street Bank November 2011 - Present
TD Securities March 2010 - October 2011
New York University May 2007 - March 2010
New York Life Insurance Company September 2004 - May 2007
Skills
Risk Management, Bloomberg, Fixed Income, Quantitative Analytics, Trading, Calypso, Tax Shelters, Teaching, Series 7, Series 63, VAR, Financial Risk, Analysis
Education
Cornell University 2006 — 2008
MBA, Finance
Indian Institute of Technology, Madras 1990 — 1994
B.Tech, Electronics and Communication Engineering
State Street Bank November 2011 - Present
TD Securities March 2010 - October 2011
New York University May 2007 - March 2010
New York Life Insurance Company September 2004 - May 2007
Skills
Risk Management, Bloomberg, Fixed Income, Quantitative Analytics, Trading, Calypso, Tax Shelters, Teaching, Series 7, Series 63, VAR, Financial Risk, Analysis
Education
Cornell University 2006 — 2008
MBA, Finance
Indian Institute of Technology, Madras 1990 — 1994
B.Tech, Electronics and Communication Engineering
Cameron Hardy's New York Life Insurance Company Experience August 2015 - Present
Job Dedicated New York Life Agent, active member of the West Michigan community, blessed father and loving husband
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
GLASSource April 2014 - Present
GLASSource January 2013 - April 2014
GLASSource August 2005 - January 2013
Skills
Licensed Life Insurance..., Leadership, Customer Service, Management, Strategic Planning, Project Management, Team Building, Interdepartmental...
Education
Concordia University-Wisconsin 2015 — 2017
Bachelor's Degree, Business Administration and Management, General
Concordia University-Ann Arbor 2002 — 2004
Associate's Degree, Psychology, 2.5
New York Life Insurance Company August 2015 - Present
GLASSource April 2014 - Present
GLASSource January 2013 - April 2014
GLASSource August 2005 - January 2013
Skills
Licensed Life Insurance..., Leadership, Customer Service, Management, Strategic Planning, Project Management, Team Building, Interdepartmental...
Education
Concordia University-Wisconsin 2015 — 2017
Bachelor's Degree, Business Administration and Management, General
Concordia University-Ann Arbor 2002 — 2004
Associate's Degree, Psychology, 2.5
Hilda Rosa Martins Hilda Rosa Martins's New York Life Insurance Company Experience 2014 - Present
Job Financial Services Professional and Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
MCAD 2011 - 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Strategic Planning, Project Management, Windows, Negotiation, Social Networking, Social Media, Customer Service, Sales, Team Building, Marketing, Event Planning, Business Strategy
Education
Iona College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, International Business
Concordia College-New York 2008 — 2012
Bachelor of Arts (B.A.), Behavioral Sciences
Concordia College-New York 2008 — 2011
Bachelor of Science (BS), Health Studies
New York Life Insurance Company 2014 - Present
MCAD 2011 - 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Strategic Planning, Project Management, Windows, Negotiation, Social Networking, Social Media, Customer Service, Sales, Team Building, Marketing, Event Planning, Business Strategy
Education
Iona College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, International Business
Concordia College-New York 2008 — 2012
Bachelor of Arts (B.A.), Behavioral Sciences
Concordia College-New York 2008 — 2011
Bachelor of Science (BS), Health Studies
Angelika Franz Angelika Franz's New York Life Insurance Company Experience August 2007 - March 2008
Job Financial Analyst at A. G. Franz, LLC
Industry Wireless
Experience
A. G. Franz, LLC July 2014 - Present
A. G. Franz, LLC February 2002 - Present
A. G. Franz, LLC July 2013 - September 2013
Fürlinger Wirtschafts & Steuerberatung 2012 - 2013
ÖRAG Immobilien August 2011 - September 2011
Bankhaus Schelhammer & Schattera September 2010 - September 2010
New York Life Insurance Company August 2007 - March 2008
Church & Dwight, Co., Inc. June 2006 - August 2006
Cornell University September 2004 - May 2006
Cornell University September 2004 - May 2006
Skills
PowerPoint, Matlab, Social Media, Microsoft Office, Microsoft Excel, C, Project Management, Financial Analysis, Data Analysis, SQL, Financial Modeling, Market Research, Leadership, Analysis, Strategic Planning, Business Strategy
Education
Cornell University 2002 — 2006
Bachelor's Degree, Materials Science & Engineering
Wirtschaftsuniversität Wien
Bachelor’s Degree, Business Administration
A. G. Franz, LLC July 2014 - Present
A. G. Franz, LLC February 2002 - Present
A. G. Franz, LLC July 2013 - September 2013
Fürlinger Wirtschafts & Steuerberatung 2012 - 2013
ÖRAG Immobilien August 2011 - September 2011
Bankhaus Schelhammer & Schattera September 2010 - September 2010
New York Life Insurance Company August 2007 - March 2008
Church & Dwight, Co., Inc. June 2006 - August 2006
Cornell University September 2004 - May 2006
Cornell University September 2004 - May 2006
Skills
PowerPoint, Matlab, Social Media, Microsoft Office, Microsoft Excel, C, Project Management, Financial Analysis, Data Analysis, SQL, Financial Modeling, Market Research, Leadership, Analysis, Strategic Planning, Business Strategy
Education
Cornell University 2002 — 2006
Bachelor's Degree, Materials Science & Engineering
Wirtschaftsuniversität Wien
Bachelor’s Degree, Business Administration
Brian Culhane's New York Life Insurance Company Experience August 2014 - Present
Job Agent at New York Life Insurance Company. Financial Services Professional with NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
New York State Senate January 2012 - January 2013
Suffolk County, Department of Environment and Energy March 2011 - December 2011
NYS Senate July 1995 - March 2011
NYS Senate July 1987 - June 1995
Jamaica Water Supply Company June 1987 - July 1987
SUNY Farmingdale October 1985 - May 1987
Skills
Asset Protection, 401k Rollovers, Retirement Planning, Variable Annuities, Wealth Transfer, Financial Services, Key Person Protection, Long-Term Care Insurance, Business Succession
Education
Cornell University
BS, Agricultural Engineering Technology
Stony Brook University
Graduate Certificate, Waste Management
St. Francis Xavier H.S.
New York Life Insurance Company August 2014 - Present
New York State Senate January 2012 - January 2013
Suffolk County, Department of Environment and Energy March 2011 - December 2011
NYS Senate July 1995 - March 2011
NYS Senate July 1987 - June 1995
Jamaica Water Supply Company June 1987 - July 1987
SUNY Farmingdale October 1985 - May 1987
Skills
Asset Protection, 401k Rollovers, Retirement Planning, Variable Annuities, Wealth Transfer, Financial Services, Key Person Protection, Long-Term Care Insurance, Business Succession
Education
Cornell University
BS, Agricultural Engineering Technology
Stony Brook University
Graduate Certificate, Waste Management
St. Francis Xavier H.S.
Nate Falso's New York Life Insurance Company Experience September 2015 - Present
Job Financial Advisor at New York Life
Industry Marketing and Advertising
Experience
New York Life Insurance Company September 2015 - Present
Smart Circle International December 2014 - September 2015
Alliance Security February 2014 - August 2014
Skills
Customer Service, Communication, Marketing Communications, Sales Management, Sales Presentations, Sales Operations, Sales Process, Customer Satisfaction, Customer Oriented, Customer Engagement, Customer Insight, Customer Acquisition, Hustle, PowerPoint, Strategic Planning, Project Management, Management, Leadership
Education
Community College of Rhode Island 2012 — 2014
Associate's Degree, Accounting and Business/Management
New York Life Insurance Company September 2015 - Present
Smart Circle International December 2014 - September 2015
Alliance Security February 2014 - August 2014
Skills
Customer Service, Communication, Marketing Communications, Sales Management, Sales Presentations, Sales Operations, Sales Process, Customer Satisfaction, Customer Oriented, Customer Engagement, Customer Insight, Customer Acquisition, Hustle, PowerPoint, Strategic Planning, Project Management, Management, Leadership
Education
Community College of Rhode Island 2012 — 2014
Associate's Degree, Accounting and Business/Management
RJ Whitelock RJ Whitelock's New York Life Insurance Company Experience December 2012 - Present
Job Dedicated Financial Services Professional serving businesses and families
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
TalentFirst October 2007 - October 2012
Employer Consultancy, Inc October 2007 - June 2012
Servpro of Easton, Bethlehem & Whitehall December 2006 - October 2007
Kelly Car and Truck Center March 2006 - December 2006
Bethlehem Ford August 2004 - November 2005
Skills
Insurance, Estate Planning, Thought Leadership, Key Person Protection, 401k Rollovers, Licensed Life Insurance..., Annuity Sales, Multi-generational..., Gifting Strategies, Protection..., Wealth Preservation..., Multi-generational..., Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Charitable Giving, Business Networking, Business Development, Business Exit Strategy, Creative Problem Solving, IRA Rollovers, Key Person Insurance, Legacy Planning, Networking, Strategy, Succession Planning, Term Life Insurance, Whole Life Insurance, Wealth Transfer..., Financial Services, Investments, Account Management, Licensed in Long Term..., Customer Satisfaction, Workshop Facilitation, Supplements to Employee..., Leadership, Sales, Marketing, Customer Service
Education
Penn State University 2000 — 2003
BA, Communications; Broadcast Journalism
Community College of Beaver County 1998 — 2000
Hopewell Area High School 1994 — 1998
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
TalentFirst October 2007 - October 2012
Employer Consultancy, Inc October 2007 - June 2012
Servpro of Easton, Bethlehem & Whitehall December 2006 - October 2007
Kelly Car and Truck Center March 2006 - December 2006
Bethlehem Ford August 2004 - November 2005
Skills
Insurance, Estate Planning, Thought Leadership, Key Person Protection, 401k Rollovers, Licensed Life Insurance..., Annuity Sales, Multi-generational..., Gifting Strategies, Protection..., Wealth Preservation..., Multi-generational..., Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Charitable Giving, Business Networking, Business Development, Business Exit Strategy, Creative Problem Solving, IRA Rollovers, Key Person Insurance, Legacy Planning, Networking, Strategy, Succession Planning, Term Life Insurance, Whole Life Insurance, Wealth Transfer..., Financial Services, Investments, Account Management, Licensed in Long Term..., Customer Satisfaction, Workshop Facilitation, Supplements to Employee..., Leadership, Sales, Marketing, Customer Service
Education
Penn State University 2000 — 2003
BA, Communications; Broadcast Journalism
Community College of Beaver County 1998 — 2000
Hopewell Area High School 1994 — 1998
Chris Hamill Chris Hamill's New York Life Insurance Company Experience May 2014 - Present
Job Financial Service Professional with NYLIFE Securities LLC helping individuals continue their lifestyle in retirement
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
ADT May 2012 - July 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Negotiation, Sales, Social Networking
Education
Community College of Allegheny County
Associate's degree, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company May 2014 - Present
ADT May 2012 - July 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Negotiation, Sales, Social Networking
Education
Community College of Allegheny County
Associate's degree, Business, Management, Marketing, and Related Support Services
Matt Misiaszek Matt Misiaszek's New York Life Insurance Company Experience June 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
Victory Mortgage Corp. April 2004 - October 2008
Eastside Financial Services April 2000 - March 2004
Access Mortgage September 1998 - April 2000
United States Air Force December 1988 - September 1998
Skills
Life Insurance, Financial Analysis, Retirement Planning, Insurance, Retirement, Long-term Care, Disability Insurance, Fixed Annuities, 401(k) Rollovers, Asset Protection, Education Funding..., IRA Rollovers, Supplements to Employee..., Whole Life Insurance, Multi-Generational..., Risk Management, Wealth Transfer..., Customer Service
Education
Community College of Rhode Island
Community College of The Air Force
The American College of Financial Services
University of Maryland at College Park
New York Life Insurance Company June 2012 - Present
Victory Mortgage Corp. April 2004 - October 2008
Eastside Financial Services April 2000 - March 2004
Access Mortgage September 1998 - April 2000
United States Air Force December 1988 - September 1998
Skills
Life Insurance, Financial Analysis, Retirement Planning, Insurance, Retirement, Long-term Care, Disability Insurance, Fixed Annuities, 401(k) Rollovers, Asset Protection, Education Funding..., IRA Rollovers, Supplements to Employee..., Whole Life Insurance, Multi-Generational..., Risk Management, Wealth Transfer..., Customer Service
Education
Community College of Rhode Island
Community College of The Air Force
The American College of Financial Services
University of Maryland at College Park
Gina Rhee's New York Life Insurance Company Experience May 2010 - August 2010
Job Mobility, Talent & Analytics Senior Associate at EY
Industry Human Resources
Experience
EY April 2014 - Present
McKinsey & Company June 2013 - January 2014
Morgan Stanley January 2013 - June 2013
Morgan Stanley June 2011 - January 2013
New York Life Insurance Company May 2010 - August 2010
International Labour Office (ILO) February 2010 - May 2010
U.S. Equal Employment Opportunity Commission June 2009 - August 2009
Skills
Data Analysis, Reporting & Analysis, Employment Law, Research, Talent Management, Business Objects, Microsoft Excel, Employee Relations, Personnel Management, Management, Organizational..., Analytics
Education
Cornell University 2007 — 2011
Bachelor of Science, Industrial and Labor Relations
EY April 2014 - Present
McKinsey & Company June 2013 - January 2014
Morgan Stanley January 2013 - June 2013
Morgan Stanley June 2011 - January 2013
New York Life Insurance Company May 2010 - August 2010
International Labour Office (ILO) February 2010 - May 2010
U.S. Equal Employment Opportunity Commission June 2009 - August 2009
Skills
Data Analysis, Reporting & Analysis, Employment Law, Research, Talent Management, Business Objects, Microsoft Excel, Employee Relations, Personnel Management, Management, Organizational..., Analytics
Education
Cornell University 2007 — 2011
Bachelor of Science, Industrial and Labor Relations
Chase Crane's New York Life Insurance Company Experience AgentNew York Life Insurance CompanyMay 2015 - Present
Job Agent at New York Life Insurance Company helping families to develop a financial plan custom tailored to their needs.
Industry Financial Services
Experience
New York Life Insurance Company AgentNew York Life Insurance CompanyMay 2015 - Present
Education
University of Mississippi 2013 — 2015
Bachelor of Arts (B.A.), History
Copiah-Lincoln Community College 2011 — 2013
Associate's degree, History
New York Life Insurance Company AgentNew York Life Insurance CompanyMay 2015 - Present
Education
University of Mississippi 2013 — 2015
Bachelor of Arts (B.A.), History
Copiah-Lincoln Community College 2011 — 2013
Associate's degree, History
Jacqueline Bell Jacqueline Bell's New York Life Insurance Company Experience September 2014 - May 2015
Job Seeking position in Human Resources / Logistics / Procurement Management / Federal Government
Industry Logistics and Supply Chain
Experience
Job Seeker at Present June 2015 - Present
New York Life Insurance Company September 2014 - May 2015
American Income Life Insurance Company February 2014 - August 2014
USAF RETIRED October 1987 - November 2013
USAF RETIRED 2011 - 2013
USAF RETIRED 2008 - 2011
USAF RETIRED 2008 - 2009
Skills
Leadership, DoD, Military Experience, Operational Planning, Logistics Management, Program Management, Supply Chain Management, Customer Service, Air Force, Command, Process Improvement, Supply Chain Operations, Policy, Personnel Management, Change Management, Warehouse Management, Employee Training, Facilities Management, Interpersonal..., Distribution Strategies, Risk Assessment, Inspection, Key Performance..., Operational Excellence, Cross-functional..., Document Management, Global Sourcing, Warehouse Control, Equipment Management, PowerPoint, Goal-oriented..., Volunteering, Mentoring, Compliance, Workforce Management, Requirements Analysis, Management Professional, Sustainability, Life Insurance, Annuity Sales, Long Term Care Insurance, College Funding..., Retirement Income..., Logistics, Project Management, Security Clearance, Military Operations, Military, Operations Management, Management
Education
Embry-Riddle Aeronautical University 2006 — 2013
Bachelor of Applied Science (BASc), Technical Management (Logistics); Intelligence and Security
Community College of the Air Force 2005 — 2013
Professional Manager, Human Resources Management/Personnel Administration, General
Wright State University 2010 — 2010
Executive Certificate, Supply Chain Management
Community College of the Air Force 2006 — 2006
Associate of Science (AS), Logistics
Lowery AFB, Tech School (Supply) 1987 — 1988
Inventory Management, Parts, Warehousing, and Inventory Management Operations
Job Seeker at Present June 2015 - Present
New York Life Insurance Company September 2014 - May 2015
American Income Life Insurance Company February 2014 - August 2014
USAF RETIRED October 1987 - November 2013
USAF RETIRED 2011 - 2013
USAF RETIRED 2008 - 2011
USAF RETIRED 2008 - 2009
Skills
Leadership, DoD, Military Experience, Operational Planning, Logistics Management, Program Management, Supply Chain Management, Customer Service, Air Force, Command, Process Improvement, Supply Chain Operations, Policy, Personnel Management, Change Management, Warehouse Management, Employee Training, Facilities Management, Interpersonal..., Distribution Strategies, Risk Assessment, Inspection, Key Performance..., Operational Excellence, Cross-functional..., Document Management, Global Sourcing, Warehouse Control, Equipment Management, PowerPoint, Goal-oriented..., Volunteering, Mentoring, Compliance, Workforce Management, Requirements Analysis, Management Professional, Sustainability, Life Insurance, Annuity Sales, Long Term Care Insurance, College Funding..., Retirement Income..., Logistics, Project Management, Security Clearance, Military Operations, Military, Operations Management, Management
Education
Embry-Riddle Aeronautical University 2006 — 2013
Bachelor of Applied Science (BASc), Technical Management (Logistics); Intelligence and Security
Community College of the Air Force 2005 — 2013
Professional Manager, Human Resources Management/Personnel Administration, General
Wright State University 2010 — 2010
Executive Certificate, Supply Chain Management
Community College of the Air Force 2006 — 2006
Associate of Science (AS), Logistics
Lowery AFB, Tech School (Supply) 1987 — 1988
Inventory Management, Parts, Warehousing, and Inventory Management Operations
Alfredo Alves de Lima, Partner at New York Life's New York Life Insurance Company Experience 2015 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
New York Life Insurance Company 2013 - 2015
Bestra Brand Consultants 2010 - 2013
Saga Sociedade Anônima Goiás de Automóveis SA 2007 - 2010
Interbrand 2000 - 2005
Nat West 1995 - 1996
Republic National Bank June 1988 - May 1995
Skills
Business Development, Strategic Planning, Management, Leadership, Building Relationship, Risk Management, Financial Services, Business Succession..., Lifetime Income..., Retirement Planning
Education
Fordham University 1991 — 1994
MBA, Finance & International Business
Concordia College 1984 — 1988
Bachelor, Economics & Business Administration
Colégio Santo Américo 1980 — 1982
High School, Mathematics
New York Life Insurance Company 2015 - Present
New York Life Insurance Company 2013 - 2015
Bestra Brand Consultants 2010 - 2013
Saga Sociedade Anônima Goiás de Automóveis SA 2007 - 2010
Interbrand 2000 - 2005
Nat West 1995 - 1996
Republic National Bank June 1988 - May 1995
Skills
Business Development, Strategic Planning, Management, Leadership, Building Relationship, Risk Management, Financial Services, Business Succession..., Lifetime Income..., Retirement Planning
Education
Fordham University 1991 — 1994
MBA, Finance & International Business
Concordia College 1984 — 1988
Bachelor, Economics & Business Administration
Colégio Santo Américo 1980 — 1982
High School, Mathematics
Dominic Juliana Dominic Juliana's New York Life Insurance Company Experience June 2014 - Present
Job Service Management Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company October 2013 - June 2014
New York Life Insurance Company October 2010 - October 2013
New York Life Insurance Company July 2009 - October 2010
New York Life Insurance Company January 2005 - July 2009
New York Life Insurance Company January 2003 - January 2005
New York Life Insurance Company April 2001 - January 2003
United States Marine Corps January 1998 - January 2001
Overseas Radio & Television August 1992 - August 1997
Skills
Long-term Care, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Fixed Annuities, Health Insurance, Retirement, Series 6, Long Term Care Insurance, Strategic Planning, Technical Writing, Business Analysis, Business Strategy, Financial Services, Requirements Analysis, Quality Management, Employee Training, Cross-functional Team..., Workflow Diagrams, Workflow Management..., Policies & Procedures..., Troubleshooting, Use Case Diagrams, Complaint Management, Records Management, FATCA, Policy Analysis, Business Process..., Marketing
Education
Concordia University-Austin 2005 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
Aveta Business Institute 2007 — 2008
Certification, Six Sigma Green Belt
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company October 2013 - June 2014
New York Life Insurance Company October 2010 - October 2013
New York Life Insurance Company July 2009 - October 2010
New York Life Insurance Company January 2005 - July 2009
New York Life Insurance Company January 2003 - January 2005
New York Life Insurance Company April 2001 - January 2003
United States Marine Corps January 1998 - January 2001
Overseas Radio & Television August 1992 - August 1997
Skills
Long-term Care, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Fixed Annuities, Health Insurance, Retirement, Series 6, Long Term Care Insurance, Strategic Planning, Technical Writing, Business Analysis, Business Strategy, Financial Services, Requirements Analysis, Quality Management, Employee Training, Cross-functional Team..., Workflow Diagrams, Workflow Management..., Policies & Procedures..., Troubleshooting, Use Case Diagrams, Complaint Management, Records Management, FATCA, Policy Analysis, Business Process..., Marketing
Education
Concordia University-Austin 2005 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
Aveta Business Institute 2007 — 2008
Certification, Six Sigma Green Belt
Jason Monteiro's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
Boch Automotive October 2011 - March 2015
Foxwoods Resort Casino February 2008 - October 2011
Skills
Licensed Life and..., Licensed in Long Term..., Income Protection, Whole Life Insurance, Term Life Insurance, Business Planning, Fixed Annuities, Building Relationships, Customer Service, Problem Solving
Education
Community College of Rhode Island 2007 — 2009
Criminal Justice
Charles E. Shea High 2001 — 2006
High School
New York Life Insurance Company April 2015 - Present
Boch Automotive October 2011 - March 2015
Foxwoods Resort Casino February 2008 - October 2011
Skills
Licensed Life and..., Licensed in Long Term..., Income Protection, Whole Life Insurance, Term Life Insurance, Business Planning, Fixed Annuities, Building Relationships, Customer Service, Problem Solving
Education
Community College of Rhode Island 2007 — 2009
Criminal Justice
Charles E. Shea High 2001 — 2006
High School
Kathleen Soo Hoo Kathleen Soo Hoo's New York Life Insurance Company Experience May 2010 - August 2010
Job Deals Consultant at PwC
Industry Management Consulting
Experience
PwC December 2014 - Present
Ernst & Young July 2012 - October 2014
Center for Sustainable Global Enterprise, The Johnson School, Cornell University October 2009 - May 2012
Travelers Insurance May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Management Consulting, Mergers & Acquisitions, Business Process..., Data Analysis, Organizational..., Talent Management, Organizational Design, Succession Planning, Recruiting, Onboarding, Deferred Compensation, Microsoft Excel, PowerPoint, Management, Research, Microsoft Office, Project Management
Education
Cornell University
B.S Honors, Industrial & Labor Relations
The Pingry School
High School
Universidad Pablo de Olavide
International Business and Culture
PwC December 2014 - Present
Ernst & Young July 2012 - October 2014
Center for Sustainable Global Enterprise, The Johnson School, Cornell University October 2009 - May 2012
Travelers Insurance May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Management Consulting, Mergers & Acquisitions, Business Process..., Data Analysis, Organizational..., Talent Management, Organizational Design, Succession Planning, Recruiting, Onboarding, Deferred Compensation, Microsoft Excel, PowerPoint, Management, Research, Microsoft Office, Project Management
Education
Cornell University
B.S Honors, Industrial & Labor Relations
The Pingry School
High School
Universidad Pablo de Olavide
International Business and Culture
Dwight D. Annese Dwight D. Annese's New York Life Insurance Company Experience 2008 - 2010
Job Sales Representative
Industry Luxury Goods & Jewelry
Experience
Tanury Industries June 2012 - Present
New York Life Insurance Company 2008 - 2010
International Display Corporation 2006 - 2008
Dama Quality Jewelry Components 2004 - 2006
The Hutchinson Group 1998 - 2001
Foreign Source LTD 1989 - 1998
Skills
Sales, New Business Development, Customer Service, Quality Assurance, Product Development, Lean Manufacturing, Manufacturing, Sales Order Processing, Sales Process, Trade Shows, Data Analysis, Advertising, Financial Planning, Life Insurance, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, English, Marketing, Retail, Brand Development, Project Planning
Education
Community College of Rhode Island
Business Administration and Management, General
Tanury Industries June 2012 - Present
New York Life Insurance Company 2008 - 2010
International Display Corporation 2006 - 2008
Dama Quality Jewelry Components 2004 - 2006
The Hutchinson Group 1998 - 2001
Foreign Source LTD 1989 - 1998
Skills
Sales, New Business Development, Customer Service, Quality Assurance, Product Development, Lean Manufacturing, Manufacturing, Sales Order Processing, Sales Process, Trade Shows, Data Analysis, Advertising, Financial Planning, Life Insurance, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, English, Marketing, Retail, Brand Development, Project Planning
Education
Community College of Rhode Island
Business Administration and Management, General
Fride Mauritzen's New York Life Insurance Company Experience May 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company May 2015 - Present
Direct Benefits, Inc. January 2004 - May 2015
RBC Dain Rauscher January 2002 - December 2003
RBC Dain Rauscher January 2000 - January 2002
Eivindsplass Fjellgard July 1997 - December 1997
Education
Concordia College
BA, Business & Scandinavian Studies
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company May 2015 - Present
Direct Benefits, Inc. January 2004 - May 2015
RBC Dain Rauscher January 2002 - December 2003
RBC Dain Rauscher January 2000 - January 2002
Eivindsplass Fjellgard July 1997 - December 1997
Education
Concordia College
BA, Business & Scandinavian Studies
Dana Lipperman Dana Lipperman's New York Life Insurance Company Experience October 2014 - Present
Job Actuarial Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
PricewaterhouseCoopers October 2009 - September 2014
Watson Wyatt June 2008 - August 2008
Skills
Excel, Microsoft Excel, Data Analysis, Financial Reporting, Risk Management, Financial Analysis, Valuation
Education
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Biometry and Statistics, Applied Economics and Management
Yorktown High School 2001 — 2005
New York Life Insurance Company October 2014 - Present
PricewaterhouseCoopers October 2009 - September 2014
Watson Wyatt June 2008 - August 2008
Skills
Excel, Microsoft Excel, Data Analysis, Financial Reporting, Risk Management, Financial Analysis, Valuation
Education
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Biometry and Statistics, Applied Economics and Management
Yorktown High School 2001 — 2005
Nelson D. Yang Nelson D. Yang's New York Life Insurance Company Experience June 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Whole Life, Universal Life, College Savings Plans, Financial Services, Health Insurance
Education
Community College of Philadelphia 2002 — 2003
Information Technology
Furness hight school 1999 — 2002
Cisco
New York Life Insurance Company June 2013 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Whole Life, Universal Life, College Savings Plans, Financial Services, Health Insurance
Education
Community College of Philadelphia 2002 — 2003
Information Technology
Furness hight school 1999 — 2002
Cisco
Craig Richard's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Harvest Group, LLC January 2004 - Present
Skills
Strategic Planning, Retirement Planning, Multi-Generational..., Education Funding..., Small Business, Life Insurance..., IRA Rollovers, Supplements to Employee..., Relationship Management, Workshop Facilitation, Gifting Strategies, Business Insurance..., Multi-Generational...
Education
Converse College 1996 — 2001
Master of Education (M.Ed.), Secondary Science
Wofford College 1989 — 1993
Bachelor of Science (B.S.), Chemistry
New York Life Insurance Company June 2015 - Present
Harvest Group, LLC January 2004 - Present
Skills
Strategic Planning, Retirement Planning, Multi-Generational..., Education Funding..., Small Business, Life Insurance..., IRA Rollovers, Supplements to Employee..., Relationship Management, Workshop Facilitation, Gifting Strategies, Business Insurance..., Multi-Generational...
Education
Converse College 1996 — 2001
Master of Education (M.Ed.), Secondary Science
Wofford College 1989 — 1993
Bachelor of Science (B.S.), Chemistry
Jordan Wilson Jordan Wilson's New York Life Insurance Company Experience May 2013 - December 2013
Job Account Executive at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp. March 2014 - Present
The Lodge on 6th St. October 2012 - December 2014
New York Life Insurance Company May 2013 - December 2013
Skills
Retirement Planning, Retirement, Mutual Funds, Strategic Financial..., Wealth Management, Investments, Life Insurance, Wealth Accumulation, 401k, Protection, Finance
Education
Texas State University-San Marcos 2010 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Community College of Rhode Island 2008 — 2010
Associate's degree, Law Enforcement Intelligence Analysis
SHI International Corp. March 2014 - Present
The Lodge on 6th St. October 2012 - December 2014
New York Life Insurance Company May 2013 - December 2013
Skills
Retirement Planning, Retirement, Mutual Funds, Strategic Financial..., Wealth Management, Investments, Life Insurance, Wealth Accumulation, 401k, Protection, Finance
Education
Texas State University-San Marcos 2010 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Community College of Rhode Island 2008 — 2010
Associate's degree, Law Enforcement Intelligence Analysis
Andrea L. Farrow Andrea L. Farrow's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping you identify your goals to achieve a peace of mind financially.
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
CMA CGM February 2014 - May 2015
Skills
Leadership, Microsoft Office, Customer Service, Research, Insurance, Sales, Microsoft Excel, Microsoft Word, Professional Services, Courtesy, Mentoring, Accountability, Problem Solving, Analytical Skills, Social Networking, Small Business
Education
Concordia College-New York
Business Administration and Management, General
Westchester Community College
Associate’s Degree, Accouting
New York Life Insurance Company June 2015 - Present
CMA CGM February 2014 - May 2015
Skills
Leadership, Microsoft Office, Customer Service, Research, Insurance, Sales, Microsoft Excel, Microsoft Word, Professional Services, Courtesy, Mentoring, Accountability, Problem Solving, Analytical Skills, Social Networking, Small Business
Education
Concordia College-New York
Business Administration and Management, General
Westchester Community College
Associate’s Degree, Accouting
Joseph Fateh's New York Life Insurance Company Experience May 2014 - August 2014
Job Associate at NYL Investors, LLC
Industry Investment Management
Experience
NYL Investors, LLC June 2015 - Present
The Cornell Store March 2014 - May 2015
New York Life Insurance Company May 2014 - August 2014
Purchase College, State University of New York January 2013 - May 2013
Purchase College, State University of New York January 2012 - May 2013
Skills
R, Statistical Data..., Risk Analysis, Time Series Analysis, @RISK, Data Processing, Risk Assessment, Statistical Sampling, Statistical Modeling, Financial Modeling, Financial Risk, Mathematics, Mathematics Education, Microsoft Excel, Lotus Notes, Access Database, Microsoft Publisher, PowerPoint, Microsoft Word, InDesign, Photoshop, Statistics, Business Analysis, Microsoft Office, Hardware Diagnostics
Education
Cornell University 2013 — 2015
Bachelor's Degree, Biometry & Statistics
State University of New York College at Purchase 2011 — 2013
NYL Investors, LLC June 2015 - Present
The Cornell Store March 2014 - May 2015
New York Life Insurance Company May 2014 - August 2014
Purchase College, State University of New York January 2013 - May 2013
Purchase College, State University of New York January 2012 - May 2013
Skills
R, Statistical Data..., Risk Analysis, Time Series Analysis, @RISK, Data Processing, Risk Assessment, Statistical Sampling, Statistical Modeling, Financial Modeling, Financial Risk, Mathematics, Mathematics Education, Microsoft Excel, Lotus Notes, Access Database, Microsoft Publisher, PowerPoint, Microsoft Word, InDesign, Photoshop, Statistics, Business Analysis, Microsoft Office, Hardware Diagnostics
Education
Cornell University 2013 — 2015
Bachelor's Degree, Biometry & Statistics
State University of New York College at Purchase 2011 — 2013
Andrea Marcotte Andrea Marcotte's New York Life Insurance Company Experience April 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 April 2015 - Present
Marshalls June 2008 - Present
Ava Anderson Non Toxic December 2013 - June 2014
Care Net Pregnancy Center of Burlington January 2013 - May 2013
New York Life Insurance Company June 2007 - October 2007
Skills
Term Life Insurance, Whole Life Insurance, Customer Service, Communication, Life Insurance, Personal Finance, Direct Sales, Social Media Marketing
Education
Johnson State College 2011 — 2013
Bachelor’s Degree, Business Management
Community College of Vermont 2008 — 2010
Associate’s Degree, Administrative Management
New York Life Insurance Company April 2015 - Present
Marshalls June 2008 - Present
Ava Anderson Non Toxic December 2013 - June 2014
Care Net Pregnancy Center of Burlington January 2013 - May 2013
New York Life Insurance Company June 2007 - October 2007
Skills
Term Life Insurance, Whole Life Insurance, Customer Service, Communication, Life Insurance, Personal Finance, Direct Sales, Social Media Marketing
Education
Johnson State College 2011 — 2013
Bachelor’s Degree, Business Management
Community College of Vermont 2008 — 2010
Associate’s Degree, Administrative Management
Josh Morales Josh Morales's New York Life Insurance Company Experience May 2011 - August 2011
Job Recruiter at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
OppenheimerFunds June 2013 - August 2014
Nigel Frank International July 2012 - June 2013
Cornell University August 2010 - May 2012
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Recruiting, Technical Recruiting, Human Resources, Candidate Generation, Conducting Interviews, Social Networking, Talent Acquisition, Onboarding, New Hire Orientations, Passive Candidate..., Organizational..., Leadership Development, Talent Management, Asset Management, Financial Services, Public Speaking, Sourcing, Organizational..., Management, Interviews, Microsoft Office
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Communication Business Management
OppenheimerFunds August 2014 - Present
OppenheimerFunds June 2013 - August 2014
Nigel Frank International July 2012 - June 2013
Cornell University August 2010 - May 2012
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Recruiting, Technical Recruiting, Human Resources, Candidate Generation, Conducting Interviews, Social Networking, Talent Acquisition, Onboarding, New Hire Orientations, Passive Candidate..., Organizational..., Leadership Development, Talent Management, Asset Management, Financial Services, Public Speaking, Sourcing, Organizational..., Management, Interviews, Microsoft Office
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Communication Business Management
Aaron Shiber-Knowles's New York Life Insurance Company Experience June 2011 - June 2012
Job Account Manager at Apex Systems
Industry Information Technology and Services
Experience
Apex Systems April 2015 - Present
Apex Systems November 2014 - April 2015
Unitek Education June 2013 - October 2014
New York Life Insurance Company June 2011 - June 2012
Skills
Sales, Recruiting, Leadership, Microsoft Office, Customer Service, Human Resources, Technical Recruiting, Sourcing, Talent Acquisition, Management, Vendor Management, Social Networking, Cold Calling, Consulting, CRM
Education
Cornell University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy
Skyline HS
Skyline HS
Skyline HS
Apex Systems April 2015 - Present
Apex Systems November 2014 - April 2015
Unitek Education June 2013 - October 2014
New York Life Insurance Company June 2011 - June 2012
Skills
Sales, Recruiting, Leadership, Microsoft Office, Customer Service, Human Resources, Technical Recruiting, Sourcing, Talent Acquisition, Management, Vendor Management, Social Networking, Cold Calling, Consulting, CRM
Education
Cornell University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy
Skyline HS
Skyline HS
Skyline HS
Audrey Schwartz, MBA Audrey Schwartz, MBA's New York Life Insurance Company Experience October 2011 - Present
Job Motivating clients to pursue a sound financial strategy in the Greater New York area
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency October 2011 - Present
New England Securities January 2009 - September 2011
New England Wealth Strategies 2009 - 2011
Merrill Lynch June 1988 - January 2008
Federal Farm Credit Banks Funding Corporation 1983 - 1987
Skills
Insurance, Retirement, 401k Rollovers, annuity sales, wealth preservations, famility security, multigenerational..., gifting strategies, Licensed Life Insurance..., Estate Planning, asset protecion, investments, Retirement Planning, Small Business, Succession Planning, Licensed in Long -Term..., Annuity Sales, Asset Allocation, Bonds, Fixed Annuities, Gifting Strategies, Investments, Long-term Care, Series 7
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Cornell University 1977 — 1979
BS, Communication Arts
Stony Brook University 1975 — 1977
Plainview Old-Bethpage High School
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency October 2011 - Present
New England Securities January 2009 - September 2011
New England Wealth Strategies 2009 - 2011
Merrill Lynch June 1988 - January 2008
Federal Farm Credit Banks Funding Corporation 1983 - 1987
Skills
Insurance, Retirement, 401k Rollovers, annuity sales, wealth preservations, famility security, multigenerational..., gifting strategies, Licensed Life Insurance..., Estate Planning, asset protecion, investments, Retirement Planning, Small Business, Succession Planning, Licensed in Long -Term..., Annuity Sales, Asset Allocation, Bonds, Fixed Annuities, Gifting Strategies, Investments, Long-term Care, Series 7
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Cornell University 1977 — 1979
BS, Communication Arts
Stony Brook University 1975 — 1977
Plainview Old-Bethpage High School
Jason Siulc Jason Siulc's New York Life Insurance Company Experience July 2013 - July 2014
Job Sales Representative at Branch Office Solutions
Industry Insurance
Experience
Branch Office Solutions July 2014 - Present
New York Life Insurance Company July 2013 - July 2014
Morris-Jenkins Heating & Air Conditioning May 2010 - June 2013
Preferred Seed Company February 1999 - March 2010
Outback Steakhouse 1997 - 2000
Skills
Sales, Sales Management, Operations Management, Warehousing, Logistics, Customer Service, Inventory Management, Leadership, Supply Chain Management, Supervising, Direct Sales, Project Management, Forklift Operator, Materials, Contract Management, Materials Management, Disability Insurance, Term Life Insurance, Team Management, Life Insurance, Microsoft Office, Microsoft Excel
Education
Cornell University
Turf and Turfgrass Management
Sweet Home High
Branch Office Solutions July 2014 - Present
New York Life Insurance Company July 2013 - July 2014
Morris-Jenkins Heating & Air Conditioning May 2010 - June 2013
Preferred Seed Company February 1999 - March 2010
Outback Steakhouse 1997 - 2000
Skills
Sales, Sales Management, Operations Management, Warehousing, Logistics, Customer Service, Inventory Management, Leadership, Supply Chain Management, Supervising, Direct Sales, Project Management, Forklift Operator, Materials, Contract Management, Materials Management, Disability Insurance, Term Life Insurance, Team Management, Life Insurance, Microsoft Office, Microsoft Excel
Education
Cornell University
Turf and Turfgrass Management
Sweet Home High
Jazmin Gonzalez Jazmin Gonzalez's New York Life Insurance Company Experience July 2011 - February 2012
Job Project Administrative Assistant at SPEC Services
Industry Mechanical or Industrial Engineering
Experience
SPEC Services November 2014 - Present
ICG February 2013 - October 2014
New York Life Insurance Company July 2011 - February 2012
New York Life Insurance Company November 2010 - July 2011
New York Life Insurance Company July 2010 - November 2010
Skills
Event Planning, Facebook, Social Media, Customer Service, PowerPoint, Marketing, Recruiting, Social Media Marketing, Management, Social Networking, Leadership, Fundraising, Human Resources, Time Management, Salesforce.com, Project Coordination, Public Speaking, Project Management, Project Estimation, Microsoft Office, Project Planning
Education
Concordia University Irvine 2007 — 2011
Bachelor, Marketing and Business Management
SPEC Services November 2014 - Present
ICG February 2013 - October 2014
New York Life Insurance Company July 2011 - February 2012
New York Life Insurance Company November 2010 - July 2011
New York Life Insurance Company July 2010 - November 2010
Skills
Event Planning, Facebook, Social Media, Customer Service, PowerPoint, Marketing, Recruiting, Social Media Marketing, Management, Social Networking, Leadership, Fundraising, Human Resources, Time Management, Salesforce.com, Project Coordination, Public Speaking, Project Management, Project Estimation, Microsoft Office, Project Planning
Education
Concordia University Irvine 2007 — 2011
Bachelor, Marketing and Business Management
Tom Mutaffis Sr. Tom Mutaffis Sr.'s New York Life Insurance Company Experience December 2007 - February 2008
Job Experienced Remedy Developer / Business Analyst
Industry Information Technology and Services
Experience
Simplexity, Inc. February 2010 - Present
United States Federal Reserve November 2009 - January 2010
Giesecke & Devrient March 2008 - May 2009
New York Life Insurance Company December 2007 - February 2008
Colgate Palmolive August 2006 - February 2007
Bristol-Myers Squibb March 2005 - August 2005
Siemens Healthcare June 2001 - November 2002
Guoxin Lucent Technologies Network Technologies Co., Ltd. May 2000 - May 2001
D&B September 1998 - March 2000
Merck January 1997 - August 1998
Skills
PL/SQL, Crystal Reports, Telecommunications, .NET, SQL, VB.NET, MS Project, Perl, Software Development, SDLC, HTML, Requirements Analysis, Troubleshooting, Windows Server, Scrum, Oracle, Unix, Software Project..., Integration, Web Services, XML, Microsoft SQL Server, Agile Methodologies, Solution Architecture, Agile Project Management, Databases, Enterprise Architecture, Web Applications, C#, Java, Linux, Testing, Visio, Data Warehousing, Business Intelligence, Software Engineering, Data Modeling, SharePoint, Cloud Computing, MySQL, JavaScript, AJAX, Business Analysis, Web Development, Enterprise Software, ITIL, SaaS, SOA, IT Strategy, C++
Education
United States Air Force 1972 — 1978
Computer Science, Telecommunications
Community College of the US Air Force
Computer Science
Simplexity, Inc. February 2010 - Present
United States Federal Reserve November 2009 - January 2010
Giesecke & Devrient March 2008 - May 2009
New York Life Insurance Company December 2007 - February 2008
Colgate Palmolive August 2006 - February 2007
Bristol-Myers Squibb March 2005 - August 2005
Siemens Healthcare June 2001 - November 2002
Guoxin Lucent Technologies Network Technologies Co., Ltd. May 2000 - May 2001
D&B September 1998 - March 2000
Merck January 1997 - August 1998
Skills
PL/SQL, Crystal Reports, Telecommunications, .NET, SQL, VB.NET, MS Project, Perl, Software Development, SDLC, HTML, Requirements Analysis, Troubleshooting, Windows Server, Scrum, Oracle, Unix, Software Project..., Integration, Web Services, XML, Microsoft SQL Server, Agile Methodologies, Solution Architecture, Agile Project Management, Databases, Enterprise Architecture, Web Applications, C#, Java, Linux, Testing, Visio, Data Warehousing, Business Intelligence, Software Engineering, Data Modeling, SharePoint, Cloud Computing, MySQL, JavaScript, AJAX, Business Analysis, Web Development, Enterprise Software, ITIL, SaaS, SOA, IT Strategy, C++
Education
United States Air Force 1972 — 1978
Computer Science, Telecommunications
Community College of the US Air Force
Computer Science
Katherine Roche, PHR Katherine Roche, PHR's New York Life Insurance Company Experience May 2009 - August 2009
Job Senior Human Resources Associate at Young & Rubicam Group
Industry Human Resources
Experience
Young & Rubicam Group July 2013 - Present
Young & Rubicam Group November 2010 - July 2013
New York Life Insurance Company May 2009 - August 2009
General Motors May 2008 - August 2008
Education
Cornell University 2006 — 2010
BS, Industrial and Labor Relations
Young & Rubicam Group July 2013 - Present
Young & Rubicam Group November 2010 - July 2013
New York Life Insurance Company May 2009 - August 2009
General Motors May 2008 - August 2008
Education
Cornell University 2006 — 2010
BS, Industrial and Labor Relations
Angela Allegretta's New York Life Insurance Company Experience 2012 - 2013
Job Relationship Manager,Talent Acquisition,Talent Strategist, Coverage of Multiple Industries, Functions & Geographies
Industry Human Resources
Experience
GENPACT 2013 - Present
New York Life Insurance Company 2012 - 2013
Standard & Poor's 2003 - 2012
Skills
Talent Management, Performance Management, Executive Search, Sourcing, Executive Coaching, Relationship Management, Workforce Planning, Business Process..., Career Transitioning, Succession Planning, Analytics, Business Strategy, Competitive Analysis, Manage Client..., Philanthropy, Alumni Relations, Talent Pipelining, Operational Due..., Global Talent..., Competency Based..., Competency Management, Executive Support, Human Resources, Onboarding, Vendor Management, Recruiting, Strategy, Executive Coaching..., Co-Active Coaching, Labour Market Research, Career Education, Job Search Coach, Employee Engagement, HR Consulting, Employee Relations, Graduate Recruitment, PeopleSoft, Organizational..., Management Consulting, Business Relationship..., Thought Leadership, Contract Recruitment, HR Transformation, Recruitment Advertising, Executive Management, Interviews, Deferred Compensation, HRIS, Taleo, CRM
Education
Coaching Training Institution (CTI) 2010 — 2011
Executive Coaching
Cornell University 2010 — 2010
Certification in Employee Relations and Compensation
Johnson & Wales University, B.S. Institutional & Hospitality Management
NYU School of Professional Studies
GENPACT 2013 - Present
New York Life Insurance Company 2012 - 2013
Standard & Poor's 2003 - 2012
Skills
Talent Management, Performance Management, Executive Search, Sourcing, Executive Coaching, Relationship Management, Workforce Planning, Business Process..., Career Transitioning, Succession Planning, Analytics, Business Strategy, Competitive Analysis, Manage Client..., Philanthropy, Alumni Relations, Talent Pipelining, Operational Due..., Global Talent..., Competency Based..., Competency Management, Executive Support, Human Resources, Onboarding, Vendor Management, Recruiting, Strategy, Executive Coaching..., Co-Active Coaching, Labour Market Research, Career Education, Job Search Coach, Employee Engagement, HR Consulting, Employee Relations, Graduate Recruitment, PeopleSoft, Organizational..., Management Consulting, Business Relationship..., Thought Leadership, Contract Recruitment, HR Transformation, Recruitment Advertising, Executive Management, Interviews, Deferred Compensation, HRIS, Taleo, CRM
Education
Coaching Training Institution (CTI) 2010 — 2011
Executive Coaching
Cornell University 2010 — 2010
Certification in Employee Relations and Compensation
Johnson & Wales University, B.S. Institutional & Hospitality Management
NYU School of Professional Studies
Josephine Interrante's New York Life Insurance Company Experience October 2001 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2001 - Present
The Itsy Bitsy Entertainment Company 1996 - 2001
Leisure Concepts Inc. 1991 - 1996
Action Media Group 1986 - 1990
Skills
Facilities Management, Diversity Reporting, Job Descriptions, Performance Appraisal, Benefits Administration, Employee Relations, Employee Handbooks, Recruiting, Budgets, Records Management, Marketing, Administration, Analysis, Change Management, Employee Benefits, Human Resource..., Human Resources, Personnel Management, Risk Management, Strategic Planning
Education
Cornell University 2008 — 2011
Internal Consulting Skills for HR Professionals Certificate
New York Institute of Technology-Old Westbury 2001 — 2003
SHRM Learning Systems Certificate, Human Resource Management Certificate
Queensborough Community College
Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company October 2001 - Present
The Itsy Bitsy Entertainment Company 1996 - 2001
Leisure Concepts Inc. 1991 - 1996
Action Media Group 1986 - 1990
Skills
Facilities Management, Diversity Reporting, Job Descriptions, Performance Appraisal, Benefits Administration, Employee Relations, Employee Handbooks, Recruiting, Budgets, Records Management, Marketing, Administration, Analysis, Change Management, Employee Benefits, Human Resource..., Human Resources, Personnel Management, Risk Management, Strategic Planning
Education
Cornell University 2008 — 2011
Internal Consulting Skills for HR Professionals Certificate
New York Institute of Technology-Old Westbury 2001 — 2003
SHRM Learning Systems Certificate, Human Resource Management Certificate
Queensborough Community College
Liberal Arts and Sciences/Liberal Studies
Mario Rivera's New York Life Insurance Company Experience July 2009 - January 2010
Job Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
UBS Wealth Management May 2013 - August 2015
ALPFA New Jersey March 2012 - May 2014
UBS Wealth Management August 2011 - May 2013
Cornell University Women's Basketball Team December 2010 - March 2011
UBS Wealth Management June 2010 - August 2010
New York Life Insurance Company July 2009 - January 2010
Education
Cornell University 2007 — 2011
Bachelor of Science, Applied Economics and Management
Universidad de Santiago de Chile 2009 — 2009
MTHS 2003 — 2007
UBS Wealth Management August 2015 - Present
UBS Wealth Management May 2013 - August 2015
ALPFA New Jersey March 2012 - May 2014
UBS Wealth Management August 2011 - May 2013
Cornell University Women's Basketball Team December 2010 - March 2011
UBS Wealth Management June 2010 - August 2010
New York Life Insurance Company July 2009 - January 2010
Education
Cornell University 2007 — 2011
Bachelor of Science, Applied Economics and Management
Universidad de Santiago de Chile 2009 — 2009
MTHS 2003 — 2007
Lucy Puesan Lucy Puesan's New York Life Insurance Company Experience March 2008 - February 2012
Job Vendor Management at Diversified Maintenance Systems, LLC
Industry Insurance
Experience
Diversified Maintenance Systems, LLC March 2014 - Present
Aeotek May 2013 - March 2014
DENTALWORKSUSA October 2012 - April 2013
New York Life Insurance Company March 2008 - February 2012
Express Dental November 2004 - February 2008
Verizon Wireless July 2000 - September 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Team Building, Coaching, Teaching, Account Management, New Business Development, Sales, Call Centers, Management, Teamwork, Outlook, Customer Satisfaction, Healthcare, Leadership, Insurance, Time Management, Training
Education
Florida School of Insurance 2008 — 2008
Licensed Life Insurance Agent, Life Insurance and Variable Annuity
Concorde Career Institute-Tampa 1991 — 1992
Certified Dental Assistant, Dental Assisting/Assistant
Colegio Serafin de Asis 1977 — 1985
Diversified Maintenance Systems, LLC March 2014 - Present
Aeotek May 2013 - March 2014
DENTALWORKSUSA October 2012 - April 2013
New York Life Insurance Company March 2008 - February 2012
Express Dental November 2004 - February 2008
Verizon Wireless July 2000 - September 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Team Building, Coaching, Teaching, Account Management, New Business Development, Sales, Call Centers, Management, Teamwork, Outlook, Customer Satisfaction, Healthcare, Leadership, Insurance, Time Management, Training
Education
Florida School of Insurance 2008 — 2008
Licensed Life Insurance Agent, Life Insurance and Variable Annuity
Concorde Career Institute-Tampa 1991 — 1992
Certified Dental Assistant, Dental Assisting/Assistant
Colegio Serafin de Asis 1977 — 1985
Trevor Gillies Trevor Gillies's New York Life Insurance Company Experience 2005 - 2007
Job Business Development Manager
Industry Staffing and Recruiting
Experience
Hofmann Services September 2010 - Present
Hofmann Services January 2010 - September 2010
Hofmann Services September 2008 - September 2010
Incarnate Word Lutheran Church 2006 - 2010
MSI International December 2007 - May 2008
New York Life Insurance Company 2005 - 2007
Skills
German, Sales, Sales Management, Business Strategy, Management, Temporary Placement, Screening, Temporary Staffing, Start-ups, Customer Service, Marketing, Recruiting, Manufacturing, New Business Development, Business Development, Networking, Market Research, Human Resources, Account Management, Staffing Services, Strategy, Strategic Planning, Leadership, Time Management, Negotiation, Talent Acquisition
Education
Georgia State University 2001 — 2004
BBA, Management
Columbus State University
Vilseck American High School
Vilseck American High School
Hofmann Services September 2010 - Present
Hofmann Services January 2010 - September 2010
Hofmann Services September 2008 - September 2010
Incarnate Word Lutheran Church 2006 - 2010
MSI International December 2007 - May 2008
New York Life Insurance Company 2005 - 2007
Skills
German, Sales, Sales Management, Business Strategy, Management, Temporary Placement, Screening, Temporary Staffing, Start-ups, Customer Service, Marketing, Recruiting, Manufacturing, New Business Development, Business Development, Networking, Market Research, Human Resources, Account Management, Staffing Services, Strategy, Strategic Planning, Leadership, Time Management, Negotiation, Talent Acquisition
Education
Georgia State University 2001 — 2004
BBA, Management
Columbus State University
Vilseck American High School
Vilseck American High School
Elona Oganisyan's New York Life Insurance Company Experience September 2015 - Present
Job Producer/ Licensed Agent
Industry Insurance
Experience
New York Life Insurance Company September 2015 - Present
Best Insurance Agency April 2007 - July 2015
Centrix Financial February 2006 - March 2007
Skills
Recruiting, Employee Management, Lead Generation, Business Development, Account Management, Contract Negotiation, Price Quotes, Training, Client Relations Skills, Policy Analysis, Organizational..., New Leads, Sales, Marketing, Management, Customer Service, Strategic Planning, Customer Retention, Interviews, Team Building, Negotiation, Leadership
Education
Community College of Aurora 2004 — 2008
Criminal Justice and Corrections
New York Life Insurance Company September 2015 - Present
Best Insurance Agency April 2007 - July 2015
Centrix Financial February 2006 - March 2007
Skills
Recruiting, Employee Management, Lead Generation, Business Development, Account Management, Contract Negotiation, Price Quotes, Training, Client Relations Skills, Policy Analysis, Organizational..., New Leads, Sales, Marketing, Management, Customer Service, Strategic Planning, Customer Retention, Interviews, Team Building, Negotiation, Leadership
Education
Community College of Aurora 2004 — 2008
Criminal Justice and Corrections
Eric Koeler's New York Life Insurance Company Experience September 2012 - March 2013
Job Corporate Vice President at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2012 - March 2013
New York Life Insurance Company 2001 - October 2012
Starpoint Solutions 1999 - 2001
Moody's Investors Service 1996 - 1999
Skills
Java, SQL, Spring, JavaScript, SOA, HTML, Programming, JSP, jQuery, Hibernate, Java Enterprise Edition, OOAD, JDBC, JUnit, Ant, Eclipse, WebSphere Application..., Tomcat, C, HTML + CSS, Spring Framework, AOP, TDD, J2EE, J2EE Architecture, Ksh, iBatis, XSLT, EJB, Rational Software..., JSTL, XStream, Velocity, Tiles, GWT, Design Patterns, Refactoring, Iterative Design, RAD, JSR 168, Scrum, Agile Application...
Education
New York University 1998 — 2002
MS, Computer Science
Cornell University 1989 — 1993
BS, Industrial and Labor Relations
New York Life Insurance Company September 2012 - March 2013
New York Life Insurance Company 2001 - October 2012
Starpoint Solutions 1999 - 2001
Moody's Investors Service 1996 - 1999
Skills
Java, SQL, Spring, JavaScript, SOA, HTML, Programming, JSP, jQuery, Hibernate, Java Enterprise Edition, OOAD, JDBC, JUnit, Ant, Eclipse, WebSphere Application..., Tomcat, C, HTML + CSS, Spring Framework, AOP, TDD, J2EE, J2EE Architecture, Ksh, iBatis, XSLT, EJB, Rational Software..., JSTL, XStream, Velocity, Tiles, GWT, Design Patterns, Refactoring, Iterative Design, RAD, JSR 168, Scrum, Agile Application...
Education
New York University 1998 — 2002
MS, Computer Science
Cornell University 1989 — 1993
BS, Industrial and Labor Relations
Mark Chen's New York Life Insurance Company Experience December 2002 - December 2006
Job Director, Data Analytics at GrubHub Inc.
Industry Information Technology and Services
Experience
GrubHub Inc. August 2013 - Present
Seamless.com (merged with GrubHub Seamless) October 2012 - August 2013
Advisen April 2011 - October 2012
Cover-All Technologies April 2010 - March 2011
Moore Stephens Business Solutions December 2006 - April 2010
New York Life Insurance Company December 2002 - December 2006
Connect Systems, Inc 1997 - 2002
Skills
Business Analysis, Business Intelligence, Insurance, Data Warehousing, Program Management, Data Modeling, Visio, SDLC, Management, Business Process, Database Design, ETL, Requirements Analysis, Requirements Gathering, Databases, SSIS, Microsoft SQL Server, SQL, Analytics, SharePoint, T-SQL, SSRS, Enterprise Architecture, Data Analysis, Agile Methodologies, Business Process..., Software Project..., Business Requirements, Integration, Agile Project Management, Software Development, Scrum
Education
New York University 1993 — 2000
Ph.D., Social Psychology
Cornell University 1988 — 1992
Bachelor of Arts, Psychology
GrubHub Inc. August 2013 - Present
Seamless.com (merged with GrubHub Seamless) October 2012 - August 2013
Advisen April 2011 - October 2012
Cover-All Technologies April 2010 - March 2011
Moore Stephens Business Solutions December 2006 - April 2010
New York Life Insurance Company December 2002 - December 2006
Connect Systems, Inc 1997 - 2002
Skills
Business Analysis, Business Intelligence, Insurance, Data Warehousing, Program Management, Data Modeling, Visio, SDLC, Management, Business Process, Database Design, ETL, Requirements Analysis, Requirements Gathering, Databases, SSIS, Microsoft SQL Server, SQL, Analytics, SharePoint, T-SQL, SSRS, Enterprise Architecture, Data Analysis, Agile Methodologies, Business Process..., Software Project..., Business Requirements, Integration, Agile Project Management, Software Development, Scrum
Education
New York University 1993 — 2000
Ph.D., Social Psychology
Cornell University 1988 — 1992
Bachelor of Arts, Psychology
Ivonne (IVY) Diaz's New York Life Insurance Company Experience July 2014 - Present
Job Recruiting and Marketing Manager Latino Market at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company November 2009 - June 2014
BNI August 2009 - April 2013
BNI 2009 - 2011
BNI 2009 - 2011
JPMorganChase September 1988 - August 2007
Skills
Public Speaking, Spanish, Marketing, Leadership, Recruiting, Coaching, Management, Social Networking, Marketing Strategy, Strategic Planning, Contract Negotiation, Negotiation, Customer Service, Sales, Advertising, Team Building, Nonprofits
Education
Marymount Manhattan College 2004 — 2005
Business Management
Cornell University 1993 — 1994
Business Certificate, Business Courses
Bronx Community College 1979 — 1982
Associates, Early Childhood Education
Herbert H. Lehman High School 1974 — 1978
Academic Diploma, Basic Requirements
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company November 2009 - June 2014
BNI August 2009 - April 2013
BNI 2009 - 2011
BNI 2009 - 2011
JPMorganChase September 1988 - August 2007
Skills
Public Speaking, Spanish, Marketing, Leadership, Recruiting, Coaching, Management, Social Networking, Marketing Strategy, Strategic Planning, Contract Negotiation, Negotiation, Customer Service, Sales, Advertising, Team Building, Nonprofits
Education
Marymount Manhattan College 2004 — 2005
Business Management
Cornell University 1993 — 1994
Business Certificate, Business Courses
Bronx Community College 1979 — 1982
Associates, Early Childhood Education
Herbert H. Lehman High School 1974 — 1978
Academic Diploma, Basic Requirements
Ellen D. Tillman, CLU, ChFC, MBA's New York Life Insurance Company Experience September 1995 - Present
Job President at Ellen Tillman & Company
Industry Financial Services
Experience
Ellen Tillman & Company September 1998 - Present
Eagle Strategies, LLC September 1998 - Present
New York Life Insurance Company September 1995 - Present
NYLIFE Securities LLC September 1995 - Present
Wilmer Cutler Pickering Hale and Dorr LLP December 1986 - August 1995
NERA Economic Consulting December 1981 - April 1986
Howrey LLP 1978 - 1980
Skills
Retirement Planning, Life Insurance, Asset Protection, Small Business, Succession Planning, Estate Planning, Multi-Generational..., Long Term Care Insurance, CLU, 401(k) rollovers, Time Management, IRAs, Annuity Sales, Licensed Life Insurance..., Key Person Protection, Thought Leadership, Multi-generational..., Insurance, Fixed Annuities, Legacies, Wealth Preservation..., Employee Benefits, Retirement
Education
Cornell University
MS, Consumer Economics
George Mason University
MBA
Jericho High School
HS Diploma
The George Washington University
BA, Sociology
Ellen Tillman & Company September 1998 - Present
Eagle Strategies, LLC September 1998 - Present
New York Life Insurance Company September 1995 - Present
NYLIFE Securities LLC September 1995 - Present
Wilmer Cutler Pickering Hale and Dorr LLP December 1986 - August 1995
NERA Economic Consulting December 1981 - April 1986
Howrey LLP 1978 - 1980
Skills
Retirement Planning, Life Insurance, Asset Protection, Small Business, Succession Planning, Estate Planning, Multi-Generational..., Long Term Care Insurance, CLU, 401(k) rollovers, Time Management, IRAs, Annuity Sales, Licensed Life Insurance..., Key Person Protection, Thought Leadership, Multi-generational..., Insurance, Fixed Annuities, Legacies, Wealth Preservation..., Employee Benefits, Retirement
Education
Cornell University
MS, Consumer Economics
George Mason University
MBA
Jericho High School
HS Diploma
The George Washington University
BA, Sociology
Stacey B. Zeltner's New York Life Insurance Company Experience 2012 - 2013
Job Executive Director of Human Resources
Industry Human Resources
Experience
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Timothy Rogan's New York Life Insurance Company Experience June 1989 - September 1999
Job Health Insurance Agent
Industry Insurance
Experience
Rogan Insurance September 1999 - Present
New York Life Insurance Company June 1989 - September 1999
Education
Cornell University 1977 — 1981
B.S., Agricultural Economics
worcester central school 1973 — 1977
Rogan Insurance September 1999 - Present
New York Life Insurance Company June 1989 - September 1999
Education
Cornell University 1977 — 1981
B.S., Agricultural Economics
worcester central school 1973 — 1977
Kevin R. Greatens, MED, LUTCF, CLTC's New York Life Insurance Company Experience February 2005 - Present
Job Financial Services Professional/Recruiter/Developer at The New York Life
Industry Financial Services
Experience
New York Life February 2005 - Present
New York Life Insurance Company February 2005 - Present
Education
Concordia University, Nebraska 1985 — 1990
MED, Educational Administration
Concordia University, Nebraska 1975 — 1978
BS, Elem. Ed., Phys. Ed, Music, & Theol.
Auburndale Jr. and Sr. High
New York Life February 2005 - Present
New York Life Insurance Company February 2005 - Present
Education
Concordia University, Nebraska 1985 — 1990
MED, Educational Administration
Concordia University, Nebraska 1975 — 1978
BS, Elem. Ed., Phys. Ed, Music, & Theol.
Auburndale Jr. and Sr. High
Benjamin Sams's New York Life Insurance Company Experience February 1997 - April 2006
Job Managing Principal at Haviland & Sams
Industry Financial Services
Experience
Haviland & Sams January 2010 - Present
The Haviland Group LLC March 2006 - January 2010
New York Life Insurance Company February 1997 - April 2006
Skills
Leadership, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Investment Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Series 7, Equities, Securities
Education
The American College
Master's Degree, Financial Services
Connecticut College 1992 — 1996
BA, History, Government
Haviland & Sams January 2010 - Present
The Haviland Group LLC March 2006 - January 2010
New York Life Insurance Company February 1997 - April 2006
Skills
Leadership, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Investment Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Series 7, Equities, Securities
Education
The American College
Master's Degree, Financial Services
Connecticut College 1992 — 1996
BA, History, Government
Jared Brown's New York Life Insurance Company Experience May 2014 - Present
Job Dedicated Agent at New York Life Insurance Company helping families, retirees, small business owners for over 12 years.
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Gulf Coast Oil Claims June 2012 - Present
Project 81, Inc. 2007 - Present
Advanced Insurance Concepts May 2012 - December 2013
Weilage Advisory Group January 2010 - May 2012
Liberty Marketing January 2003 - July 2009
United States Air Force January 1998 - October 2002
Skills
Marketing, Team Building, Sales Management, Insurance, Marketing Communications, Community Outreach, Public Speaking, Supervisory Skills, Business Networking, Asset Protection, Social Media, Management, Life Insurance, Nonprofits, Training, CRM, Customer Service
Education
Rasmussen College-Florida 2010 — 2013
Business Management, Business, Management, Marketing, and Related Support Services
Park University 1999 — 2002
Bachelor of Business Administration (BBA)
Community College of the Air Force 1998 — 2002
Park University 1998 — 2002
New York Life Insurance Company May 2014 - Present
Gulf Coast Oil Claims June 2012 - Present
Project 81, Inc. 2007 - Present
Advanced Insurance Concepts May 2012 - December 2013
Weilage Advisory Group January 2010 - May 2012
Liberty Marketing January 2003 - July 2009
United States Air Force January 1998 - October 2002
Skills
Marketing, Team Building, Sales Management, Insurance, Marketing Communications, Community Outreach, Public Speaking, Supervisory Skills, Business Networking, Asset Protection, Social Media, Management, Life Insurance, Nonprofits, Training, CRM, Customer Service
Education
Rasmussen College-Florida 2010 — 2013
Business Management, Business, Management, Marketing, and Related Support Services
Park University 1999 — 2002
Bachelor of Business Administration (BBA)
Community College of the Air Force 1998 — 2002
Park University 1998 — 2002
Brenna Gulotta's New York Life Insurance Company Experience July 2011 - April 2013
Job Artist Management Assistant at Belpointe Entertainment, LLC
Industry Medical Devices
Experience
Belpointe Entertainment, LLC March 2014 - Present
XL Group April 2013 - March 2014
New York Life Insurance Company July 2011 - April 2013
New York Life Insurance Company July 2009 - July 2011
IBM May 2008 - August 2008
Shorewood Packaging May 2007 - July 2007
Paradigm Title Agency & Settlement, LLC May 2006 - August 2006
Skills
Underwriting, Microsoft Excel, Customer Service, Event Planning, Financial Analysis, Leadership
Education
Cornell University 2005 — 2009
BS, Communications, Applied Economics and Management
Belpointe Entertainment, LLC March 2014 - Present
XL Group April 2013 - March 2014
New York Life Insurance Company July 2011 - April 2013
New York Life Insurance Company July 2009 - July 2011
IBM May 2008 - August 2008
Shorewood Packaging May 2007 - July 2007
Paradigm Title Agency & Settlement, LLC May 2006 - August 2006
Skills
Underwriting, Microsoft Excel, Customer Service, Event Planning, Financial Analysis, Leadership
Education
Cornell University 2005 — 2009
BS, Communications, Applied Economics and Management
Brian Beal's New York Life Insurance Company Experience 1998 - 2000
Job Claims Counsel Management Liablity at Navigators Insurance
Industry Insurance
Experience
The Navigators Group, Inc. May 2014 - Present
The Hartford April 2004 - May 2014
Chubb Insurance May 2002 - April 2004
AIG 2000 - 2002
City of New York June 1998 - March 2000
New York Life Insurance Company 1998 - 2000
Skills
Claim, Mediation, Litigation Management, D&O, Liability, Legal Writing, Professional Liability, Litigation, Class Actions, Claims, Insurance, Employment Practices..., Insurance Claims, Coverage, Property & Casualty..., Claims Management, Insurance Law, Dispute Resolution, Excess, Contract Negotiation, Corporate Law, Employment Law, Legal Research, Arbitration, Alternative Dispute...
Education
Hofstra University School of Law 1993 — 1996
J.D.
Cornell University 1989 — 1993
B.S., Industrial and Labor Relations
The Navigators Group, Inc. May 2014 - Present
The Hartford April 2004 - May 2014
Chubb Insurance May 2002 - April 2004
AIG 2000 - 2002
City of New York June 1998 - March 2000
New York Life Insurance Company 1998 - 2000
Skills
Claim, Mediation, Litigation Management, D&O, Liability, Legal Writing, Professional Liability, Litigation, Class Actions, Claims, Insurance, Employment Practices..., Insurance Claims, Coverage, Property & Casualty..., Claims Management, Insurance Law, Dispute Resolution, Excess, Contract Negotiation, Corporate Law, Employment Law, Legal Research, Arbitration, Alternative Dispute...
Education
Hofstra University School of Law 1993 — 1996
J.D.
Cornell University 1989 — 1993
B.S., Industrial and Labor Relations
Leon Tacher's New York Life Insurance Company Experience March 2002 - July 2007
Job Independent Heritage Agent at Heritage Living Trust and Financial Services
Industry Legal Services
Experience
Levers & Jackson Law Firm PLLC June 2014 - Present
Heritage Living Trust November 2012 - Present
Law Offices of Larry E. Bray, P.A. June 2012 - March 2014
Law Offices of Alexander E. Borell, P.A., December 2013 - February 2014
Amerihope Alliance Legal Services January 2008 - July 2012
New York Life Insurance Company March 2002 - July 2007
Bloomigdale's March 1997 - March 2002
Skills
Financial Risk, Credit Risk, Risk Management, Negotiation, Investments, Legal Research, Legal Writing, Legal Assistance, Legal Translation, Legal Documents, E-file, Legal Contract Review, Real Estate, Short Sales, Probate, Commercial Transactions., Title Insurance, Westlaw certified, Wills, Property Law, Bankruptcy, Personal Injury, Contract Negotiation, Contract Law, Civil Litigation, Pleadings, Powers of Attorney, Trusts, Westlaw, Commercial Litigation
Education
Concord Law School - Kaplan University 2014 — 2017
Doctor of Law (JD), Registered with the Bar of California for the FYLSX October, 2015, Law Student 1L
Bachelor of Science (BS) (LS) 2012 — 2014
Bachelor of Science (BS), Legal Studies, General
Bryant Stratton College Albany, NY2010-2012 2010 — 2012
Associate program in Paralegal Studies, Legal Studies, General
The American College 2002 — 2004
Financial Education for Securities, Banking, & Insurance Professionals., Insurance
Universidad Santa Maria (VE) 1991 — 1992
LAW, Derecho
Levers & Jackson Law Firm PLLC June 2014 - Present
Heritage Living Trust November 2012 - Present
Law Offices of Larry E. Bray, P.A. June 2012 - March 2014
Law Offices of Alexander E. Borell, P.A., December 2013 - February 2014
Amerihope Alliance Legal Services January 2008 - July 2012
New York Life Insurance Company March 2002 - July 2007
Bloomigdale's March 1997 - March 2002
Skills
Financial Risk, Credit Risk, Risk Management, Negotiation, Investments, Legal Research, Legal Writing, Legal Assistance, Legal Translation, Legal Documents, E-file, Legal Contract Review, Real Estate, Short Sales, Probate, Commercial Transactions., Title Insurance, Westlaw certified, Wills, Property Law, Bankruptcy, Personal Injury, Contract Negotiation, Contract Law, Civil Litigation, Pleadings, Powers of Attorney, Trusts, Westlaw, Commercial Litigation
Education
Concord Law School - Kaplan University 2014 — 2017
Doctor of Law (JD), Registered with the Bar of California for the FYLSX October, 2015, Law Student 1L
Bachelor of Science (BS) (LS) 2012 — 2014
Bachelor of Science (BS), Legal Studies, General
Bryant Stratton College Albany, NY2010-2012 2010 — 2012
Associate program in Paralegal Studies, Legal Studies, General
The American College 2002 — 2004
Financial Education for Securities, Banking, & Insurance Professionals., Insurance
Universidad Santa Maria (VE) 1991 — 1992
LAW, Derecho
Mark Brick's New York Life Insurance Company Experience March 2014 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company December 2013 - Present
Triton Security January 2008 - May 2010
Skills
Life Insurance, Fitness, Series 63, Retirement, IRAs, Estate Planning, 401k Rollovers, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Roth IRA
Education
Concordia University-Wisconsin 2005 — 2007
Bachelor's degree, Paradoxical Thought
Concordia University Irvine
Concordia University Irvine
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company December 2013 - Present
Triton Security January 2008 - May 2010
Skills
Life Insurance, Fitness, Series 63, Retirement, IRAs, Estate Planning, 401k Rollovers, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Roth IRA
Education
Concordia University-Wisconsin 2005 — 2007
Bachelor's degree, Paradoxical Thought
Concordia University Irvine
Concordia University Irvine
Victor Strong's New York Life Insurance Company Experience 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
Skills
Wealth Transfer..., Whole Life Insurance, Term Life Insurance, Wealth Preservation..., Retirement Planning, Workshop Facilitation, Education Funding..., Customer Satisfaction
Education
Community College of Philadelphia
Foodservice Systems Administration/Management
West Virginia State University
criminology
New York Life Insurance Company 2014 - Present
Skills
Wealth Transfer..., Whole Life Insurance, Term Life Insurance, Wealth Preservation..., Retirement Planning, Workshop Facilitation, Education Funding..., Customer Satisfaction
Education
Community College of Philadelphia
Foodservice Systems Administration/Management
West Virginia State University
criminology
Tobias Novak's New York Life Insurance Company Experience July 2010 - September 2012
Job Sales and Service Specialist
Industry Accounting
Experience
Hire Partnership September 2013 - December 2013
Hire Partnership August 2013 - September 2013
Gardener's Supply Company October 2012 - August 2013
New York Life Insurance Company July 2010 - September 2012
Self-Employed December 2007 - June 2010
University of Vermont February 2003 - October 2004
The Evergreen State College June 2001 - September 2002
Skills
Tax, Insurance, Accounting, Microsoft Office, Retirement, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Employee Benefits, Leadership
Education
Community College of Vermont 2005 — 2008
Associate of Science (A.S.), Accounting
The Evergreen State College 1999 — 2002
Bachelor of Arts (B.A.), Psychology
Hire Partnership September 2013 - December 2013
Hire Partnership August 2013 - September 2013
Gardener's Supply Company October 2012 - August 2013
New York Life Insurance Company July 2010 - September 2012
Self-Employed December 2007 - June 2010
University of Vermont February 2003 - October 2004
The Evergreen State College June 2001 - September 2002
Skills
Tax, Insurance, Accounting, Microsoft Office, Retirement, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Employee Benefits, Leadership
Education
Community College of Vermont 2005 — 2008
Associate of Science (A.S.), Accounting
The Evergreen State College 1999 — 2002
Bachelor of Arts (B.A.), Psychology
Ryan M. Behm's New York Life Insurance Company Experience January 2013 - Present
Job Financial Adviser at Eagle Strategies
Industry Financial Services
Experience
High Point Financial Group LLC June 2013 - Present
Eagle Strategies LLC June 2013 - Present
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial for Lutherans July 2002 - December 2012
Skills
Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Estate Planning, Insurance, Investments
Education
Concordia University-St. Paul 1999 — 2003
Bachelor of Business Administration (BBA), Finance
High Point Financial Group LLC June 2013 - Present
Eagle Strategies LLC June 2013 - Present
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial for Lutherans July 2002 - December 2012
Skills
Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Estate Planning, Insurance, Investments
Education
Concordia University-St. Paul 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Caleb Shell's New York Life Insurance Company Experience August 2009 - September 2010
Job
Industry
Experience
New York Life Insurance Company August 2009 - September 2010
Education
Temple University - Fox School of Business and Management 2008 — 2011
Bachelor of Business Administration, Finance
Community College of Allegheny County 2004 — 2008
New York Life Insurance Company August 2009 - September 2010
Education
Temple University - Fox School of Business and Management 2008 — 2011
Bachelor of Business Administration, Finance
Community College of Allegheny County 2004 — 2008
Tom Graff's New York Life Insurance Company Experience August 2015 - Present
Job Financial Advisor New York Life
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Thrivent Financial March 2006 - August 2015
Lutheran Church 2002 - 2005
Skills
Retirement Income..., Financial Planning, IRA Rollovers, 401k Rollovers, Annuities, Roth IRA, Investment Advisory, Retirement Planning, Insurance, Term Life Insurance, Whole Life, Mutual Funds, Estate Planning, Stock Market, Economy, Fixed Income, Retirement, Fixed Annuities, IRAs, Financial Goals, Strategic Financial..., Uniform Combined State..., Financial Planners, Investments
Education
Concordia College 1996 — 2000
Music Performance
Hutchinson High School 1992 — 1996
New York Life Insurance Company August 2015 - Present
Thrivent Financial March 2006 - August 2015
Lutheran Church 2002 - 2005
Skills
Retirement Income..., Financial Planning, IRA Rollovers, 401k Rollovers, Annuities, Roth IRA, Investment Advisory, Retirement Planning, Insurance, Term Life Insurance, Whole Life, Mutual Funds, Estate Planning, Stock Market, Economy, Fixed Income, Retirement, Fixed Annuities, IRAs, Financial Goals, Strategic Financial..., Uniform Combined State..., Financial Planners, Investments
Education
Concordia College 1996 — 2000
Music Performance
Hutchinson High School 1992 — 1996
Catherine Wallburg, QPA, QKA's New York Life Insurance Company Experience July 2005 - Present
Job Client Service Manager at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life Insurance Company July 2005 - Present
Skills
Retirement, 401k, Retirement Planning, Series 63, Relationship Management, Financial Services, Series 6, Employee Benefits, Pensions, Investments, Mutual Funds, Asset Allocation, Securities
Education
Cornell University
Bachelor's degree
New York Life Insurance Company July 2005 - Present
Skills
Retirement, 401k, Retirement Planning, Series 63, Relationship Management, Financial Services, Series 6, Employee Benefits, Pensions, Investments, Mutual Funds, Asset Allocation, Securities
Education
Cornell University
Bachelor's degree
Genevieve Biedron's New York Life Insurance Company Experience January 2010 - January 2011
Job HR Manager at Procter & Gamble
Industry Human Resources
Experience
Procter & Gamble September 2015 - Present
Procter & Gamble September 2013 - September 2015
Cornell University August 2012 - December 2012
Procter & Gamble May 2012 - August 2012
Walt Disney World August 2009 - May 2011
New York Life Insurance Company January 2010 - January 2011
Walt Disney World January 2009 - May 2009
Skills
Recruiting, Employee Benefits, Human Resources, Performance Management, Employee Relations, Microsoft Office, Leadership, Management, Time Management, Microsoft Excel, Talent Management, Organizational..., Customer Service, Leadership Development, PowerPoint
Education
Cornell University 2011 — 2013
Master of Industrial and Labor Relations (MILR), Human Resources and Organizations
Western Michigan University - Haworth College of Business 2006 — 2011
BBA, Finance & Human Resource Management
Procter & Gamble September 2015 - Present
Procter & Gamble September 2013 - September 2015
Cornell University August 2012 - December 2012
Procter & Gamble May 2012 - August 2012
Walt Disney World August 2009 - May 2011
New York Life Insurance Company January 2010 - January 2011
Walt Disney World January 2009 - May 2009
Skills
Recruiting, Employee Benefits, Human Resources, Performance Management, Employee Relations, Microsoft Office, Leadership, Management, Time Management, Microsoft Excel, Talent Management, Organizational..., Customer Service, Leadership Development, PowerPoint
Education
Cornell University 2011 — 2013
Master of Industrial and Labor Relations (MILR), Human Resources and Organizations
Western Michigan University - Haworth College of Business 2006 — 2011
BBA, Finance & Human Resource Management
Douglas Bushell's New York Life Insurance Company Experience 2001 - 2008
Job Analyst, HHR Asset Management
Industry Investment Management
Experience
HHR Asset Management 2008 - 2014
New York Life Investment Management 2001 - 2008
New York Life Insurance Company 2001 - 2008
Skills
Investments, Portfolio Management, Asset Management, Valuation, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Cornell University 1992 — 1996
BS, Engineering
HHR Asset Management 2008 - 2014
New York Life Investment Management 2001 - 2008
New York Life Insurance Company 2001 - 2008
Skills
Investments, Portfolio Management, Asset Management, Valuation, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Cornell University 1992 — 1996
BS, Engineering
Michelle Pasyanos's New York Life Insurance Company Experience 1989 - Present
Job Actuary at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 1989 - Present
Skills
Insurance, Life Insurance, ALM, Risk Management, Financial Modeling, Investments, Financial Analysis, Actuarial Science, Retirement, Financial Services, Actuarial Recruiting
Education
Cornell University 1984 — 1988
BS, Statistics
New York Life Insurance Company 1989 - Present
Skills
Insurance, Life Insurance, ALM, Risk Management, Financial Modeling, Investments, Financial Analysis, Actuarial Science, Retirement, Financial Services, Actuarial Recruiting
Education
Cornell University 1984 — 1988
BS, Statistics
Marjorie Romeyn-Sanabria's New York Life Insurance Company Experience December 2012 - May 2013
Job Content Programming Ops Specialist at Audible, Inc.
Industry Writing and Editing
Experience
Audible, Inc. July 2015 - Present
Concordia University Irvine June 2014 - August 2014
The American Conservative January 2014 - May 2014
Joonbug.com September 2013 - December 2013
PolicyMic November 2012 - November 2013
Robert Jackson for Manhattan Borough President August 2013 - September 2013
mgood June 2013 - August 2013
The Wise Latina Club May 2013 - May 2013
New York Life Insurance Company December 2012 - May 2013
mGood September 2012 - December 2012
Skills
Highly Proficient in..., Fundraising, Research, Blogging, Teaching, Spanish, Nonprofits, International Relations, Mandarin, Public Speaking, Social Media, WordPress, Education, Political Campaigns, Editing, Public Policy, Journalism, Storytelling, SEO, Facebook, Writing, Microsoft Office
Education
Concordia University Irvine 2014 — 2015
Master of Arts in International Studies, International Development, 3.8/4.0
Hertog Fellowship 2014 — 2014
Wesleyan University 2007 — 2012
Bachelor of Arts, East Asian Studies
National Chengchi University 2010 — 2011
Mandarin Chinese, Taiwanese Culture and Society
Saint Ann's School 2003 — 2007
High School Diploma
Audible, Inc. July 2015 - Present
Concordia University Irvine June 2014 - August 2014
The American Conservative January 2014 - May 2014
Joonbug.com September 2013 - December 2013
PolicyMic November 2012 - November 2013
Robert Jackson for Manhattan Borough President August 2013 - September 2013
mgood June 2013 - August 2013
The Wise Latina Club May 2013 - May 2013
New York Life Insurance Company December 2012 - May 2013
mGood September 2012 - December 2012
Skills
Highly Proficient in..., Fundraising, Research, Blogging, Teaching, Spanish, Nonprofits, International Relations, Mandarin, Public Speaking, Social Media, WordPress, Education, Political Campaigns, Editing, Public Policy, Journalism, Storytelling, SEO, Facebook, Writing, Microsoft Office
Education
Concordia University Irvine 2014 — 2015
Master of Arts in International Studies, International Development, 3.8/4.0
Hertog Fellowship 2014 — 2014
Wesleyan University 2007 — 2012
Bachelor of Arts, East Asian Studies
National Chengchi University 2010 — 2011
Mandarin Chinese, Taiwanese Culture and Society
Saint Ann's School 2003 — 2007
High School Diploma
Jason Herman's New York Life Insurance Company Experience October 2010 - Present
Job Corporate Vice President, Benefits at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2010 - Present
Mercer August 2000 - September 2010
Skills
Defined Benefit, Pensions, Employee Benefits, Retirement, Retirement Plans, ERISA, Deferred Compensation, Benefits Administration, Pension Administration, Retirement Plan..., Defined Contribution, 401k, Financial Services, Actuarial Science, Insurance
Education
Cornell University 1996 — 2000
B.S., Biometry & Statistics
New York Life Insurance Company October 2010 - Present
Mercer August 2000 - September 2010
Skills
Defined Benefit, Pensions, Employee Benefits, Retirement, Retirement Plans, ERISA, Deferred Compensation, Benefits Administration, Pension Administration, Retirement Plan..., Defined Contribution, 401k, Financial Services, Actuarial Science, Insurance
Education
Cornell University 1996 — 2000
B.S., Biometry & Statistics
Damyant Aggarwal'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
Education
Community College of Allegheny County 1997 — 2000
Guru Nanak Dev University 1972 — 1978
New York Life Insurance Company September 2009 - Present
Education
Community College of Allegheny County 1997 — 2000
Guru Nanak Dev University 1972 — 1978
Terese Schiebenes's New York Life Insurance Company Experience January 1982 - January 1983
Job Court Reporter at Milwaukee Reporters Associated
Industry Legal Services
Experience
Milwaukee Reporters Associated April 1988 - Present
Dorothy Wagner & Associates January 1986 - April 1988
New York Life Insurance Company January 1982 - January 1983
Skills
Court Reporting, Depositions, Hearings, Medical Malpractice, Courts, Arbitration, Personal Injury, Civil Litigation, Notary Public, Patent Litigation
Education
Concordia University-Wisconsin 1980 — 1983
Associate's degree, Court Reporting/Court Reporter
Cedarburg High School 1976 — 1979
High School Diploma
Milwaukee Reporters Associated April 1988 - Present
Dorothy Wagner & Associates January 1986 - April 1988
New York Life Insurance Company January 1982 - January 1983
Skills
Court Reporting, Depositions, Hearings, Medical Malpractice, Courts, Arbitration, Personal Injury, Civil Litigation, Notary Public, Patent Litigation
Education
Concordia University-Wisconsin 1980 — 1983
Associate's degree, Court Reporting/Court Reporter
Cedarburg High School 1976 — 1979
High School Diploma
Sara Badler/NYLIM's New York Life Insurance Company Experience 2012 - Present
Job Senior Vice President, Deputy General Counsel and Chief Investments Counsel at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Investments 2012 - Present
New York Life Insurance Company 2012 - Present
New York Life Investments 2009 - 2012
Van Kampen Investments 1999 - 2002
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
Education
Cornell University
New York Life Investments 2012 - Present
New York Life Insurance Company 2012 - Present
New York Life Investments 2009 - 2012
Van Kampen Investments 1999 - 2002
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
Education
Cornell University
Maria Higgins's New York Life Insurance Company Experience 2011 - March 2012
Job Research Assistant at Slocum
Industry Marketing and Advertising
Experience
Slocum April 2015 - Present
Allied Health and Wellness Center January 2015 - March 2015
Securian Financial Group March 2013 - December 2014
HealthPartners May 2012 - November 2012
New York Life Insurance Company 2011 - March 2012
Optum Health Behavioral Services January 2009 - July 2011
All God's Children Child Development Center August 1998 - August 2008
Skills
Management, Training, Change Management, Process Improvement, Insurance, Account Management, Education, Leadership
Education
Concordia University-St. Paul 1983 — 1987
BA, Education/Music
Slocum April 2015 - Present
Allied Health and Wellness Center January 2015 - March 2015
Securian Financial Group March 2013 - December 2014
HealthPartners May 2012 - November 2012
New York Life Insurance Company 2011 - March 2012
Optum Health Behavioral Services January 2009 - July 2011
All God's Children Child Development Center August 1998 - August 2008
Skills
Management, Training, Change Management, Process Improvement, Insurance, Account Management, Education, Leadership
Education
Concordia University-St. Paul 1983 — 1987
BA, Education/Music
Shanique N. Spruill's New York Life Insurance Company Experience 2013 - 2013
Job Children, Youth and Family Services ~ The Financial Authority
Industry Individual & Family Services
Experience
Today's Promise Tommorows Future Montessori Early Learning Center 2014 - 2015
The Financial Authority 2013 - 2015
New York Life Insurance Company 2013 - 2013
Global Indemnity Group 2001 - 2012
Transitional Work Corporation April 2001 - November 2001
Skills
Event Planning, Gift Baskets, Community Relations, Marketing Strategy, Community Development, Microsoft Office, Budgets, Advertising, Training, Analysis, Customer Service, Insurance, Leadership, Outlook, Sales, Time Management, Team Building, Process Improvement, Microsoft Excel, Nonprofits, Strategic Planning, Coaching, Microsoft Word, Policy, Business Analysis, Public Speaking, Entrepreneurship, Event Management, Social Networking, Marketing, Fundraising
Education
Community College of Philadelphia 2015 — 2017
Associate’s Degree, Behavioral Health/Human Services, 3.0
Today's Promise Tommorows Future Montessori Early Learning Center 2014 - 2015
The Financial Authority 2013 - 2015
New York Life Insurance Company 2013 - 2013
Global Indemnity Group 2001 - 2012
Transitional Work Corporation April 2001 - November 2001
Skills
Event Planning, Gift Baskets, Community Relations, Marketing Strategy, Community Development, Microsoft Office, Budgets, Advertising, Training, Analysis, Customer Service, Insurance, Leadership, Outlook, Sales, Time Management, Team Building, Process Improvement, Microsoft Excel, Nonprofits, Strategic Planning, Coaching, Microsoft Word, Policy, Business Analysis, Public Speaking, Entrepreneurship, Event Management, Social Networking, Marketing, Fundraising
Education
Community College of Philadelphia 2015 — 2017
Associate’s Degree, Behavioral Health/Human Services, 3.0
Danielle St.Germain's New York Life Insurance Company Experience January 2006 - January 2007
Job Life agent at Amica Mutual Insurance Co.
Industry Insurance
Experience
Amica Mutual Insurance Co. January 2007 - Present
New York Life Insurance Company January 2006 - January 2007
team one mortgage January 2004 - January 2006
Skills
Multi Tasking, sales, Sales Management, Fast-paced, Enthusiast, Positive Energy, Oral & Written..., Life & Health Insurance..., Term Life Insurance, Whole Life, Focus Groups, Group Workshops, Works Well in Groups, Self-motivated..., Customer Success, Record Of Success, Success Driven, Exceed Sales Goals
Education
Johnson and Wales University 2013 — 2014
bachelors business management, Business Management, Junior
rhode island college 2011 — 2014
Community College of Rhode Island
Amica Mutual Insurance Co. January 2007 - Present
New York Life Insurance Company January 2006 - January 2007
team one mortgage January 2004 - January 2006
Skills
Multi Tasking, sales, Sales Management, Fast-paced, Enthusiast, Positive Energy, Oral & Written..., Life & Health Insurance..., Term Life Insurance, Whole Life, Focus Groups, Group Workshops, Works Well in Groups, Self-motivated..., Customer Success, Record Of Success, Success Driven, Exceed Sales Goals
Education
Johnson and Wales University 2013 — 2014
bachelors business management, Business Management, Junior
rhode island college 2011 — 2014
Community College of Rhode Island
Chelsea Peck's New York Life Insurance Company Experience May 2012 - June 2012
Job Barista at Concordia 10:31 Coffee Shop
Industry Accounting
Experience
Concordia 10:31 Coffee Shop October 2012 - May 2013
New York Life Insurance Company May 2012 - June 2012
Howard's Pantry April 2008 - April 2012
Harger CPA Group, PC July 2008 - July 2008
Education
Concordia University-Seward 2009 — 2013
Bachelor of Science (B.S.), Accounting and Business Administration with a concentration in Finance
Concordia 10:31 Coffee Shop October 2012 - May 2013
New York Life Insurance Company May 2012 - June 2012
Howard's Pantry April 2008 - April 2012
Harger CPA Group, PC July 2008 - July 2008
Education
Concordia University-Seward 2009 — 2013
Bachelor of Science (B.S.), Accounting and Business Administration with a concentration in Finance
Joseph Berkowitz/NYLIC's New York Life Insurance Company Experience August 1990 - Present
Job Corporate Vice President and Actuary at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 1990 - Present
Skills
Actuarial Science, Life Insurance, Insurance, Reinsurance, Fixed Annuities
Education
Cornell University 1986 — 1990
Bachelor of Arts (BA), Mathematics & Economics
New York Life Insurance Company August 1990 - Present
Skills
Actuarial Science, Life Insurance, Insurance, Reinsurance, Fixed Annuities
Education
Cornell University 1986 — 1990
Bachelor of Arts (BA), Mathematics & Economics
Diane Pappas's New York Life Insurance Company Experience February 1987 - December 1988
Job Insurance Compliance Professional
Industry Insurance
Experience
The Guardian Life Insurance Company of America 2007 - 2013
AIG 2007 - 2009
Combined Insurance/Reliance National 1997 - 2005
Guardian Life 1988 - 1997
New York Life Insurance Company February 1987 - December 1988
Skills
Health Insurance, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Office, Project Management, Term Life Insurance, Sales, Outlook, Analysis, Data Analysis, Human Resources, Leadership, Sales Management, Account Management, Training, Recruiting, Marketing, Team Building, Coaching, Call Centers, Forecasting, Customer Satisfaction, Time Management
Education
Cornell University
Bachelor's Degree, Business Administration and Management, General
The Guardian Life Insurance Company of America 2007 - 2013
AIG 2007 - 2009
Combined Insurance/Reliance National 1997 - 2005
Guardian Life 1988 - 1997
New York Life Insurance Company February 1987 - December 1988
Skills
Health Insurance, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Office, Project Management, Term Life Insurance, Sales, Outlook, Analysis, Data Analysis, Human Resources, Leadership, Sales Management, Account Management, Training, Recruiting, Marketing, Team Building, Coaching, Call Centers, Forecasting, Customer Satisfaction, Time Management
Education
Cornell University
Bachelor's Degree, Business Administration and Management, General
Sarah Holdren's New York Life Insurance Company Experience March 2013 - Present
Job Service Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
New Horizons Psychological Associates May 2010 - June 2012
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Administrative..., Telephone Skills, Customer Service, Data Entry, Time Management, Office Management
Education
Concord University 2006 — 2012
Bachelor of Science (BS), Tourism Promotion Operations
New York Life Insurance Company March 2013 - Present
New Horizons Psychological Associates May 2010 - June 2012
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Administrative..., Telephone Skills, Customer Service, Data Entry, Time Management, Office Management
Education
Concord University 2006 — 2012
Bachelor of Science (BS), Tourism Promotion Operations
Michael Alan's New York Life Insurance Company Experience June 2012 - August 2012
Job Associate Human Resources Business Partner, Sweeny Refinery at Phillips 66
Industry Human Resources
Experience
Phillips 66 February 2015 - Present
Phillips 66 June 2014 - February 2015
Cornell University September 2010 - May 2014
GE Power & Water January 2013 - August 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Data Analysis, Human Resources, Microsoft Office, Microsoft Excel, Public Speaking, Research, PowerPoint, Microsoft Word, Management, Leadership
Education
Cornell University 2010 — 2014
Bachelor's degree, Industrial and Labor Relations
University College Dublin 2013 — 2013
Exchange Program with Quinn School of Business, International Labor Relations and Human Resources
Phillips 66 February 2015 - Present
Phillips 66 June 2014 - February 2015
Cornell University September 2010 - May 2014
GE Power & Water January 2013 - August 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Data Analysis, Human Resources, Microsoft Office, Microsoft Excel, Public Speaking, Research, PowerPoint, Microsoft Word, Management, Leadership
Education
Cornell University 2010 — 2014
Bachelor's degree, Industrial and Labor Relations
University College Dublin 2013 — 2013
Exchange Program with Quinn School of Business, International Labor Relations and Human Resources