New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life Insurance Company September 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Northwestern Mutual June 2010 - June 2014
Skills
Financial Analysis, Investments, Finance, Financial Services, Securities, Insurance, Financial Planning, Retirement Planning, Mutual Funds, Leadership, Marketing, Portfolio Management
Education
DePaul University
Bachelors of Science, Economics
The American College
Chartered Life Underwriter (CLU)
The Cooking and Hospitality Institute of Chicago
Associates of Applied Science, Le Cordon Bleu Culinary Arts
New York Life Insurance Company December 2012 - Present
Nationwide Insurance September 2012 - November 2013
CenturyLink Technology Solutions March 2012 - September 2012
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Retirement, Insurance, Fixed Annuities, Wealth Management, Life Insurance, Financial Analysis, Estate Planning, Portfolio Management, Financial Services, Securities, Disability Insurance, Risk Management, Asset Management
Education
Des Moines Area Community College
TMB Clothing, Inc. May 2014 - Present
Boyds Philadelphia November 2012 - April 2014
New York Life Insurance Company June 2012 - August 2012
TMB Clothing 2003 - May 2012
Skills
Luxury Goods, Retail, Retail Sales, Customer Service, Sales, Client Development, Luxury, Manage Client..., Finance, Client Relations Skills, Merchandise, Economics
Education
Dickinson College 2006 — 2010
Bachelor of Arts (B.A.), Economics, minor in Anthropology
Cadbury at Lewes August 2011 - Present
New York Life Insurance Company September 2000 - August 2004
Dun & Bradstreet April 1983 - September 2000
Skills
Systems Programming, Systems Administration, Server Support, Mainframe Programmer, TSO, MVS, Disaster Recovery, IBM Mainframe, ISPF, Fileaid, VSAM, JCL, Operating Systems, Mainframe, Technical Support, Syncsort, Unix, Customer Service, Servers
Education
Delaware Technical and Community College-Owens
Union County Technical Institute
Associate's degree, Computer Science
Eagles Strategies LLC June 2012 - Present
New York Life Insurance Company June 2009 - June 2012
FOX POOL MANAGEMENT May 2002 - September 2009
New York Life December 2008 - May 2009
Skills
Retirement Planning, Insurance, Disability Insurance, Estate Planning, Investments, Retirement, Wealth Management, Fixed Annuities, 401k Rollovers, Employer Retirement..., Wealth Accumulation, Long Term Care, Annuities, IRA's, Life Insurance, Irrevocable Life..., IRAs, Financial Services, Asset Management, Portfolio Management, Long-term Care
Education
La Salle University 2007 — 2009
MBA, Finance
Dickinson College 2003 — 2007
B.A., Economics
Hatboro-Horsham 1999 — 2003
American College
Eagle Boot Camp
Michael Fishman & Associates January 2015 - Present
New York Life Insurance Company February 2014 - January 2015
Pamerstone Marketing September 2013 - June 2014
Time in a Bottle Video Productions February 2007 - March 2012
Time in a Bottle October 2005 - October 2008
Chicago Tribune Media Group April 1981 - July 1996
Skills
Acrobatics, Entertainment, Marketing Strategy, Social Media, Public Relations, Marketing, Improvisation, Music Industry, Music, Recording, Advertising, Music Production, Video, Voice Acting, Singing, Video Production, Band, Film, Comedy, Creative Writing, Broadcast, Voice Over, Television, Acting, Songwriting, Producing, New Media, Theatre, Studio Recording, Commercials, Documentaries, Screenwriting, Digital Media, Social Networking, Music Videos, Live Events, Feature Films, Film Production, Post Production, Storytelling, Camera, Cinematography, Short Films, Video Editing, Audio Engineering, Copywriting, HD Video, Creative Direction, Composition, Casting
Education
DePaul University 1982 — 2020
Associate's degree, Music & Marketing
DePaul University 1978 — 1981
Associates, Business/Marketing
Citizens Bank April 2015 - Present
PNC March 2015 - April 2015
Pescatore BYOB October 2011 - April 2015
New York Life Insurance Company May 2014 - February 2015
NorthStar Resource Group April 2013 - September 2013
Franco's Osteria April 2010 - October 2011
Skills
Microsoft: Power Point,..., Language:Italian-..., Advertising, Restaurants, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Planning, Public Speaking, Time Management, Research, Social Networking, CRM
Education
Drexel University, LeBow College of Business 2012 — 2014
Bachelor of Science in Business Administration, Business Entrepreneurship
Delaware County Community College 2010 — 2012
Associate Degree in Business, Entrepreneurship/Entrepreneurial Studies
Terry K Lewis, New York Life agent May 2014 - Present
New York Life Insurance Company July 2013 - May 2014
Anchor Bank May 2010 - November 2012
Associated Bank December 2006 - May 2010
National City Bank June 2003 - November 2006
Starbucks Coffee Company June 2000 - June 2003
Skills
Customer Service, Loans, Credit, Marketing, Recruiting, Sales, Coaching, Team Building, Process Improvement, Insurance, Banking, Small Business, Leadership, New Business Development, Management, Financial Analysis, Finance, Relationship Management
Education
DePauw University 1999 — 2003
BA, English Writing
Archbishop Alter High School
Office of the Pennsylvania Governor July 2013 - Present
New York Life Insurance Company August 2011 - June 2013
Dickinson College August 2008 - May 2011
CNN March 2010 - July 2010
Global Energy LLC June 2009 - August 2009
Skills
Public Speaking, Research, Analysis, Interviews, Sales, Advertising, Chinese, Finance, Translation, Small Business, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Spanish, Event Planning
Education
Dickinson College 2007 — 2011
B.A., Global Feminisms
Peking University 2009 — 2010
Chinese Language
Milton Hershey School 1997 — 2007
Highschool Diploma
New York Life Insurance Company January 2011 - Present
Fusion Accounting and Technology, LLC December 2009 - December 2011
Skills
Auditing, Internal Audit, Accounting, Financial Analysis, Fraud, Internal Investigations, Litigation Support, Bankruptcy, Forensic Accounting, Due Diligence
Education
Loyola University New Orleans 2008 — 2010
B.S., Criminal Justice
DePaul University 2002 — 2006
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
New York Life Insurance Company May 2014 - Present
SeaweedArt January 2008 - Present
Farmers Insurance November 2012 - May 2014
Shwanda.com November 2007 - October 2012
Parent Society September 2011 - August 2012
Shakespeare Santa Cruz May 2011 - August 2012
Sustainable Design and Product Management June 2008 - August 2012
Just Imaginate January 2008 - August 2012
Roxanne Klein's Fine Cuisine January 2008 - June 2008
Coeur d'Olives January 2005 - December 2007
Skills
Blogging, Social Networking, Social Media, SEO, Brand Development, Web Analytics, Online Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Retail, Public Speaking, Public Relations, Newsletters, Leadership, Press Releases, Nonprofits, Environmental Awareness, Web Marketing, Photography, Brand Awareness, Microsoft Excel, PowerPoint, SEM, Keynote, SEO copywriting, Personal Branding, Content Writing, business blogging, case study writing, search engine marketing, Internet marketing, website content writing, website usability..., social media campaigns, local search engine..., project management,, B2B and B2C sales, Excel, Life insurance, Retirement Planning, Retirement Savings, Long Term Care Insurance, College Savings Plans, Key Person Insurance, buy sell agreements, Start-ups, Project Management, Web Design, Strategy
Education
Full Sail University 2010 — 2010
Master of Science, Internet Marketing, 4.0
DeSales University 1979 — 1983
B.A., Theatre and Speech
New York Life Insurance Company November 2012 - Present
Developmental Pathways May 2010 - November 2012
The Blue Bench (formerly RAAP) March 2008 - November 2009
Skills
Portfolio Management, Roth IRA, Financial Planning, Retirement, Fixed Annuities, Life Insurance, Traditional IRA, Retirement Planning, Insurance, Customer Service, IRAs, Disability Insurance, Estate Planning, Mutual Funds, SIMPLE IRA, 403(b), 401(k)
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor's degree, Journalism
Denver Seminary
Master of Divinity (M.Div.)
Endurance Sports & Runners Association November 2014 - Present
Race Director University January 2012 - Present
USA Track & Field, Illinois Association December 1989 - Present
SpecEvent Entertainment August 1989 - Present
Farmers Insurance May 2013 - April 2014
New York Life Insurance Company April 2006 - February 2012
Park District of Oak Park February 1984 - November 2005
American Cancer Society January 1980 - August 1982
Skills
Video Editing, Disc Jockey, Event Marketing, Sports, Sports Marketing, Online Advertising, Event Management, Event Planning, Public Speaking, Marketing, Management, Coaching, Entertainment, Strategic Planning, Training, Sponsorship, Email Marketing, Community Outreach, Video Production, Leadership, Sales, Relationship Marketing, Social Networking, Customer Service, Sports Management, Public Relations, Fundraising, Social Media Marketing, Advertising, Marketing Communications, Social Media, Marketing Strategy
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Consumer Economics
DePaul University 1986 — 1988
Philosophy, Ph.D (not completed)
Southern Illinois University, Carbondale 1977 — 1979
Masters of Science, Health Education
Technology Resource Group Inc. September 2014 - Present
Technology Resource Group Inc. September 2013 - September 2014
Head Field Solutions Pvt. Ltd. April 2011 - August 2013
New York Life Insurance Company September 2009 - February 2011
ADvize Media November 2000 - August 2009
Skills
Recruiting, Technical Recruiting, Contract Recruitment, Vendor Management, Internet Recruiting, Account Management, Business Analysis, Business Development, New Business Development, CRM, Public Relations, Team Leadership, Customer Service, Customer Retention, Email Marketing, Online Marketing, Client Relations Skills, Strategy, Sales Management, Business Strategy, Management, Staffing Services, Staff Augmentation, Resource Management, Human Resource Planning
Education
Bluebells International School
Delhi University
Bachelor of Commerce (B.Com.)
New York Life Insurance Company October 2014 - March 2015
Wealth Design Group July 2013 - October 2014
JP Morgan Chase Bank April 2007 - April 2013
JPMorgan Chase April 2004 - April 2013
JPMorgan Chase January 1999 - April 2007
Factory of Electronics "Livnica" Kikinda Yugoslavia 1989 - 1993
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Outlook, Writing, Microsoft Power Point, Lotus Notes, Windows 7, Internet, Innovation, Legal Issues, Compliance, Exceptional Listener, Exceptional Communicator, Exceptionally Organized, Work Ethic, Dependable Team Player, Company software..., Personal Development, Problem Solving, Analysis, Delegation, Foreign Languages, Coaching, Multi Tasking, Computer Hardware, Computer Proficiency, Designs, Fast Learner, Business Letters, Government Agencies, Influence Others, Project Coordination, Research, Investigation, Team Leadership, Process Improvement, Implementer, Productivity, Efficiency, Database Administration, Reports, Executive Management, Confidentiality, Meet Deadlines, Phone Skills, Creative Solutions, Highly motivated..., Independence, Microsoft Visio
Education
DeVry University-Illinois 2013 — 2015
Technical Management, Information Technology
Houston Community College 2001 — 2003
Associate of Science (A.S.), Financial Management, 4.0
Houston Community College System Central College 2001 — 2003
AAS degree, Finance and Banking
Houston Community College System Central College
Associate of Science (A.S.), Finance and Financial Management Services
College of Advanced Technologies 1985 — 1989
Associate's degree, General Electronics
Arizona State University June 2015 - Present
New York Life Insurance Company October 2011 - May 2014
Picnic Creek PTY LTD July 2001 - November 2010
Ecoya 2010 - 2010
Smith Mountain Industries 2010 - 2010
Skills
Mutual Funds, Investments, Sales, Training, Management, Insurance, Marketing
Education
University of Utah - David Eccles School of Business 1992 — 1995
Bachelors, Finance
Dixie State College 1991 — 1992
Associate's degree, General Studies
Self-employed October 2000 - Present
New York Life Insurance Company October 1999 - September 2000
Skills
Single Premium Life..., Life Insurance, Term Life Insurance, Critical Illness, Insurance, Universal Life, Whole Life, Individual Health..., group health insurance, Final Expense Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Fixed Annuities, Retirement, Health Insurance, Retirement Planning
Education
University of Delhi 1982 — 1987
Bachelor's degree, English Language and Literature, General
Institute of Media and Information Technology 1985 — 1986
Diploma, Journalism
New York Life Insurance Company February 2014 - Present
Bermudian Connection 2010 - Present
Priority One Credit Union 2008 - 2010
Priority One Credit Union 2007 - 2008
Bank of America 1999 - 2005
Bank of America 1998 - 1999
Bank of America 1992 - 1998
Skills
Customer Service, Small Business, Team Building, New Business Development, Sales Management, Retail, Process Improvement, Team Leadership, Management, Leadership, Operations Management, Cross-functional Team..., Program Management, Project Planning, CRM, Strategic Planning, Six Sigma, Business Development, Banking, Training, Coaching, PMP, Human Resources, Risk Management, Business Analysis, Project Management
Education
Delaware State University
Delaware State University
Con Edison October 2013 - Present
TD Securities February 2013 - October 2013
Transatlantic Reinsurance September 2011 - January 2013
Hewlett-Packard December 2011 - April 2012
Goldman Sachs September 2010 - September 2011
Limewire LLC May 2010 - August 2010
JetBlue Airways March 2009 - April 2010
Cushman & Wakefield January 2009 - March 2009
New York Life Insurance Company November 2008 - January 2009
Merrill Lynch May 2006 - November 2008
Skills
High School, DHCP, DNS, Active Directory, TCP/IP, vSphere, SCOM, SCOM 2012, MOM 2005, CCNA, SCCM, SCVMM, SCCM 2012, NetApp, Citrix XenApp, VMWARE, VMware Infrastructure, Citrix Metaframe, VMware, Windows Server, Servers, VMware ESX, Data Center, Citrix, Cluster, Windows 7, Virtualization, HP, Infrastructure
Education
University of Meerut, India 1994 — 1997
Doctor of Law (J.D.), Law
Delhi University 1991 — 1994
Bachelors in Computers Science, Computers Science
DAV Sr Sec School Chandigarh, India 1988 — 1991
DAV School, High School/Secondary Diplomas and Certificates
US Army March 2013 - Present
Photography September 2012 - Present
AT&T Mobility July 2006 - June 2011
Farmers Insurance October 2009 - June 2010
New York Life Insurance Company May 2009 - January 2010
AT&T Mobility July 2006 - May 2009
Sprint-Nextel Corp January 2005 - January 2006
Auto Affair January 2005 - July 2005
Sunglass Hut January 2004 - January 2005
Cellular Connections January 2001 - January 2004
Skills
Insurance, Sales Management, Small Business, Sales, Marketing, Customer Service, Account Management, Direct Sales, Marketing Strategy, Cold Calling, Social Media Marketing, New Business Development, Budgets, Advertising, Customer Experience, Business Planning, Time Management, Recruiting, Social Networking, Customer Retention, Customer Satisfaction, Online Marketing, Team Building, Leadership, Email Marketing, Social Media, Coaching, Public Speaking, Team Leadership, Training, Wireless, Retail, Graphic Design, Direct Marketing, Event Planning, Product Marketing, Microsoft Excel, Sales Presentations, Public Relations, Photography, Online Advertising, Management, B2B, Contract Negotiation, Inventory Management, Microsoft Office, Operations Management, Sales Operations, Sales Process, Selling
Education
Pierce College 2014 — 2015
Associate of Arts (AA), Business Administration and Management, General
Quick Learning School 2009 — 2009
California Insurance License pre-license, Insurance
Diablo Valley College 1999 — 2006
Digital Communication and Media/Multimedia
Silicon Valley College 1999 — 2000
Computer Graphics
Diablo Valley College
Business
Silicon Valley College
Computer Graphics
Porter, Murihead, Cornia, & Howard February 2013 - Present
WyHy Federal Credit Union November 2011 - February 2013
New York Life Insurance Company March 2010 - October 2011
Bank Forward 2009 - 2011
Skills
Accounting, Financial Accounting, Internal Controls, Customer Service, Microsoft Office, Microsoft Excel, Budgets, GAAP, Financial Reporting, Tax Returns, Accruals, Fixed Assets, PowerPoint, Financial Statements, Financial Analysis, Committed to..., Strategic Planning, Research, Public Speaking, Mortgage Lending, Life Insurance, Economic Development, Commercial Lending, Auditing, Finance, Tax, QuickBooks, General Ledger
Education
Dickinson State University 2001 — 2004
Bachelor's Degree, Accounting & Business Administration
Sheridan College 1998 — 2001
Business/Commerce, General
Men's Health Thrive at City Fitness December 2014 - Present
City Fitness June 2013 - Present
New York Life Insurance Company September 2009 - March 2012
LA Fitness September 2004 - September 2009
Education
Delaware Valley College 2007 — 2009
Bachelor's, Business Administration and Management, General
Widener University 2003 — 2006
Transfer, Engineering
GGM Investments March 2014 - Present
New York Life Insurance Company March 2010 - March 2014
GGM Investments April 2001 - December 2009
Mellon Bank 1995 - 2000
Allmerica Financial 1993 - 1995
Fidelity Investments 1990 - 1993
First National Bank of Chicago 1984 - 1990
Skills
Strategy, Management, Analysis, Finance, Risk Management, Strategic Planning, Investments, Financial Services, Leadership, Portfolio Management, Financial Planning, Banking, Securities, Mutual Funds, Sales, Financial Modeling, Team Leadership, Financial Risk, Business Strategy, Business Planning, Marketing Strategy, Credit, Investment Strategies, Financial Analysis, Operations Management
Education
Amos Tuck School, Dartmouth College
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
Denison University
Bachelor of Arts (B.A.), English History, 3.27
Express Logistics, Inc. July 2014 - Present
New York Life Insurance Company September 2013 - April 2014
Neal Appraisal Service Inc 2012 - 2013
Skills
Sales, Logistics, Transportation..., LTL, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Truckload, Sales Management, Account Management, Team Building, Leadership, Marketing, Time Management, Negotiation
Education
Des Moines Area Community College 2009 — 2011
Business Management
Florida Gulf Coast University 2008 — 2009
Business Management
Mutual of Omaha February 2014 - Present
Swantner and Gordon, A Higginbotham Company April 2011 - February 2014
Swantner & Gordon Insurance February 2011 - February 2014
New York Life Insurance Company December 2009 - December 2011
Licensed Life and Health Insurance December 2008 - January 2011
Keller Williams Realty November 2007 - December 2008
Keller Williams Realty November 2007 - December 2008
Sutherlands January 2003 - January 2007
Skills
Insurance, Life Insurance, Employee Benefits, Customer Service, Brokers, Underwriting, Microsoft Excel, PowerPoint, Outlook, Risk Management, Finance, Fixed Annuities, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, General Insurance, Workers Compensation, Claim, Sales, Commercial Lines, Team Building, Microsoft Office, Microsoft Word, Management, Whole Life, Term Life Insurance, Disability Insurance, Financial Services, Series 6, Health Insurance, Recruiting
Education
Del Mar College 2005 — 2009
Business Administration, Business/Insurance/Real Estate
Texas Real Estate Institution 2008 — 2008
Real Estate License, Real Estate
New York Life Insurance Company October 2013 - Present
Skills
Microsoft Office, Windows, Computer Hardware, Networking, XP, Windows 7, Troubleshooting, Operating Systems, Windows Server, Active Directory, Visio, Cisco Technologies, Routers, Wireless Networking, TCP/IP, Switches, DHCP, Software Installation, Computer Repair, Technical Support, Network Administration, Cisco IOS, CCNA, VPN, Network Security, Network Engineering, Windows XP, Cisco Routers, DNS, LAN-WAN, TCP/IP stack, Subnetting, Inventory Management, Team Leadership, VLAN
Education
DeVry University 2011 — 2015
Computer Systems Networking and Telecommunications
Devry University
Thompson Dandridge Solutions 2005 - Present
Atlanta Youth Academy July 2003 - May 2008
The Coca-Cola Company March 1999 - April 2002
New York Life Insurance Company 1984 - 1991
Skills
Microsoft Office, Marketing Strategy, Microsoft Word, Project Management, Fundraising, Advertising, Budgets, Negotiation, Business Strategy, Training, New Business Development, Management, Program Development, Community Outreach, Nonprofits, Leadership, Public Speaking, Team Building, Customer Service, Leadership Development
Education
Life Christian University 2004 — 2005
Doctor of Theology, Pastoral Studies/Counseling
Dillard University 1979 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Frank Shoemaker Photography February 1970 - Present
Covidien Early Technologies (Given Imaging) January 2003 - January 2015
Cigna January 1998 - 2002
New York Life Insurance Company 1988 - 1998
Skills
Project Management, Client Service &..., Training & Instruction, Collaboration & Problem..., Relationship Management, Situational Analysis, Communication &..., Regulatory Compliance, Insurance, Health Insurance, Hospitals, Strategic Planning, Sales, Medical Billing, Claim, Medical Devices, Healthcare, Process Improvement, Sales Operations
Education
Cross Keys High School
DeKalb College, American History (United States)
Dekalb Community College
Business Administration
New York Life Insurance Company March 2012 - Present
Skills
Fixed Annuities, Retirement Planning, College Savings Plans, Long Term Care Insurance, Retirement, Long-term Care, Life Insurance, Guaranteed Lifetime..., Term Life Insurance, Key Person Protection, Wealth Accumulation, Whole Life, Buy-sell Agreements, Insurance, Permanent Life Insurance, Key Person Insurance
Education
DePaul University 2005 — 2010
Bachelor of Science (BS), Finance, General
Francis W. Parker School 2000 — 2005
Signode Industrial Group, LLC May 2015 - Present
Signode Industrial Group, LLC August 2014 - May 2015
Vertex Inc. January 2013 - August 2014
New York Life Insurance Company June 2012 - August 2012
ITW June 2008 - June 2012
Best Buy November 2007 - December 2010
Skills
Basic Programming, Systems Programming, Microsoft Office, Excel, Microsoft Dynamics, Adobe Acrobat, Nuance, QlikView, Capital IQ, Microsoft Excel, Italian languages, Time Management, Corporate Finance
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
John Cabot University 2010 — 2010
Googabeast 2006 - Present
Universal American May 2012 - Present
NuView IRA Entrust Administration Services May 2011 - February 2012
Orlando Metro Gymnastics, Jumping Jelly Beings, Kitty's Allstars May 2003 - May 2011
Eco World Market May 2009 - March 2010
New York Life Insurance Company November 2008 - May 2009
Skills
Databases, SQL, Microsoft Excel, Project Management, Marketing, Strategic Planning, InDesign, Illustrator, Photoshop, Photography, Visual Studio, Dreamweaver, Wordpress, User Experience, HTML, Quality Assurance, SEO, Mac OS X, Windows, SharePoint, Content Management, Visio, Access, Webmaster Services, JavaScript, Web Development, CSS, CMS, Web Design, Analysis, OS X, CRM, Training, WordPress
Education
DeVry University 2006 — 2008
Bachelors of Science, Business Information Systems
Insurance License 2008 — 2011
Lic 2-15, Life, Health, & Variable Annuity
Nebraska Wesleyan University August 2015 - Present
Nebraska Wesleyan University August 2002 - August 2015
Jackman Investment Advisors, LLC 1999 - December 2011
Nebraska Wesleyan University August 1991 - August 2002
New York Life Insurance Company August 1990 - June 1991
Commodity Futures Trading Commission June 1989 - August 1990
Chicago Mercantile Exchange 1986 - 1989
Skills
Grant Writing, Non-profits, Public Speaking, Fundraising, Research, Investments, Corporate Finance, Student Affairs, Nonprofits, Microsoft Excel, Higher Education, Staff Development, Analysis, Leadership Development, Event Planning, Teaching, Strategic Planning, Volunteer Management, Program Development, Management, Training, Financial Analysis, Finance, Leadership, Interviews, Organizational..., Marketing, Empowerment
Education
University of Nebraska at Lincoln
Ph.D., Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Finance
Nebraska Wesleyan University 1981 — 1984
BS, Business, Economics, Philosophy
Raccoon River Excursions August 2010 - Present
New York Life Insurance Company August 2011 - October 2011
Glaziers L.U. #1075 June 2002 - July 2011
Skills
Business Management, Advertising, Online Marketing, Product Marketing, Marketing Strategy, Customer Service, Customer Relations, Glazing, Microsoft Office, Event Management, Fundraising, Social Networking, Professional Networking, Event Planning, Business Planning, Scheduling, Computer Literate, Staff Training, Problem Solving, Conflict Resolution, Forklift Operator, Driving, Class B CDL, Management, Marketing, Recruiting, Small Business, Team Building, Sales, Email Marketing, Entrepreneurship, Account Management, Marketing Communications, Social Media Marketing
Education
Kaplan University 2010 — 2011
Associate's degree, Business Administration and Management, General
Des Moines Area Community College 1994 — 1995
G.E.D.
KMJJ March 2010 - Present
New York Life Insurance Company November 2013 - 2014
Diesel Driving Academy Inc. August 2012 - May 2013
KSLA/CBS inc. November 2011 - August 2012
musicsnippet.com December 1999 - September 2009
Skills
Music Production, Entertainment, Music, Radio, Music Industry, Editing, Event Planning, A&R, Recording, Music Supervision, Pro Tools, Video Editing
Education
Louisiana State University in Shreveport 2009 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Delta College 1988 — 1990
Radio and Television
University of Houston-Downtown 1986 — 1987
Bachelor of Arts (B.A.), Radio and Television
Bank of America March 2015 - Present
New York Life Insurance Company 2014 - March 2015
Mercer County Clerks Office 2013 - 2013
Education
Delaware State University
Bachelor of Arts (B.A.), Public Relations
MetLife November 2014 - Present
New York Life Insurance Company July 2014 - November 2014
New York Life Insurance Company April 2014 - July 2014
New York Life May 2013 - April 2014
MetLife October 2012 - March 2013
MetLife June 2012 - October 2012
MetLife May 2011 - June 2012
MetLife January 2008 - May 2011
MetLife July 2006 - January 2008
MetLife October 2003 - July 2007
Skills
IT Strategy, Program Management, Process Improvement, Strategy, Project Management, Business Process, Management, IT Management, Vendor Management, Leadership, PMP, Strategic Planning, Governance, Financial Services, Employee Benefits, SDLC, Insurance, Business Analysis, Project Portfolio..., CRM, IT Service Management, Integration, Training, Project Planning, Team Building, Requirements Analysis, Enterprise Software, Disaster Recovery, ITIL, Risk Management, Business Process..., Portfolio Management, Analysis, Outsourcing, Forecasting, Business Intelligence, Change Management, Business Strategy, IT Operations, PMO, Cross-functional Team..., Enterprise Architecture, Competitive Analysis, Call Routing, Executive Management, Operations Management, Team Management, Budgets, Mergers, ITIL v3 Foundations...
Education
DeSales University 2000 — 2006
MBA, Marketing
Moravian College 1993 — 1996
Bachelors, English with minor in Business Management
Los Alamos National Laboratory 2005 - Present
University of New Mexico 2003 - 2005
New York Life Insurance Company 2000 - 2003
Gay Men's Health Crisis 1998 - 2000
Gap Inc. 1995 - 1998
Skills
Equal Employment..., Affirmative Action, Talent Acquisition, Training & Development, Compensation, Workforce Planning, Diversity & Inclusion, Project Management, Program Management, Leadership Development, Deferred Compensation, Compensation Structure..., Employee Training
Education
The University of New Mexico 1993 — 1995
MA, Theatre (Directing)
DePaul University 1988 — 1992
BFA, Theatre (Acting)
Marshalltown Sr. High
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Insurance, 401k Rollovers, Key Person Protection, Protection..., Wealth Preservation..., Multi-generational..., Legacies, Annuity Sales
Education
Utah State University 2006 — 2009
Two Bachelors degrees, Economics and Finance
Dixie State College 2005 — 2006
Associate's degree, Business/Commerce, General
Tooele High School 2001 — 2005
High School Diploma, General
Northwestern Mutual February 2012 - Present
New York Life Insurance Company March 2007 - May 2011
New York Life March 2007 - January 2010
Nationwide Insurance February 2001 - February 2007
Skills
Sales Presentations, Team Leadership, Creative Problem Solving, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Guaranteed Lifetime..., Insurance, Investments, Leadership, Life Insurance, Marketing, Mutual Funds, Pensions, Retirement, Retirement Planning, Sales, Sales Management, Sales Operations, Sales Process, Strategic Financial..., Strategy, Team Building, Financial Planning
Education
Denison University 1986 — 1990
BA, Economics
AMERICAN EQUITY LIFE HOLDING COMPANY October 2013 - Present
YOU KEEP FINANCIAL NETWORK January 2009 - Present
YOU KEEP FINANCIAL NETWORK January 2009 - Present
TRANSAMERICA AGENCY NETWORK, LLC March 2012 - Present
New York Life Insurance Company 1986 - 2012
Skills
Retirement Planning, Life Insurance, Retirement, Insurance, Long-term Care, Disability Insurance, Investments, Financial Advisory, Estate Planning, Fixed Annuities, Strategic Financial..., 401k Rollovers, Wealth Management, Term Life Insurance, Health Insurance, Financial Services, Employee Benefits, Universal Life, 401k, Whole Life, IRAs, Critical Illness, Long Term Care Insurance, Financial Planners, Mutual Funds, Series 7, Personal & Business..., Senior Medicare & Long..., Wills, Estate &..., Wealth Transfer, Business & Professional..., Financial Planning
Education
Life Underwriter Training Council, Washington DC
Fellow Graduate, LUTCF
De La Salle University
MBA Candidate, Marketing Management
University of the Philippines
BSBA, Marketing Management
Napleton Acura December 2013 - Present
New York Life Insurance Company August 2011 - November 2013
River Oaks Honda January 2008 - September 2011
McGrath Acura January 2004 - January 2008
Skills
Sales, Customer Retention, Sales Presentations, Direct Sales, Customer Satisfaction, Leadership, Finance, Fixed Annuities, IRAs, Lead Generation, CRM, Marketing, Life Insurance, Insurance, Team Building
Education
DeVry University 1999 — 2002
Bachelor of Science, Computer Information Systems
Wentworth Military Academy 1983 — 1985
Science, Political Science
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company January 2010 - May 2011
MetLife November 1979 - December 2009
Education
Delhi University
MA, Economics
New York Life Insurance Company November 2013 - Present
Multi Service March 2011 - November 2013
Show-Me Christian Youth Home 2006 - 2011
Black and Veatch 2006 - 2006
Multi Service 2004 - 2006
Skills
Credit Cards, Accounting, Microsoft Word, Microsoft Office 2007, Credit, Process Improvement, Financial Reporting, Customer Service, Account Reconciliation, Account Management, Microsoft Excel, Financial Analysis, Accounts Receivable, Credit Analysis, Business Analysis
Education
DeVry University 2008 — 2010
Bachelor, Accounting and Financial Management
Center High School 1996 — 2001
New York Life Insurance Company August 1995 - Present
New York Life Insurance Company March 1983 - August 1995
New York Life Insurance Company November 1978 - May 1980
Education
DePaul University College of Law 1974 — 1977
JD, Law
University of Delaware 1970 — 1974
BA, Magna Cum Laude, History
The American College 2011 — 2011
LUTCF
The American College 2000 — 2000
ChFC, Chartered Financial Consultant
The American College 1992 — 1992
CLU, Chartered Life Underwriter
New York Life Insurance Company September 2009 - Present
Applied Bio System 2000 - 2003
Incyte 1999 - 2002
IBM 1997 - 1998
Skills
Retirement Planning, Insurance, Estate Planning, Securities, Financial Planning, Strategic Financial..., Financial Planners, Wealth Accumulation, Fixed Annuities, Long-term Care, IRAs, Life Insurance, 401k, Disability Insurance, Term Life Insurance, Small Business, Retirement, Finance, Long Term Care Insurance, Investments, Financial Services, Health Insurance, Wealth Management, Mutual Funds, FINRA, Series 6, Employee Benefits, Underwriting
Education
SGTB Khalsa College delhi 1980 — 1987
Bachelor of Applied Science (B.A.Sc.), Biology, General
Delhi University 1983 — 1986
BSc, Botony, Chemistry
RBS Securities Inc. December 2014 - Present
RBS Securities Japan Limited September 2011 - December 2014
The William C. Dunkelberg Owl Fund September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
The William C. Dunkelberg Owl Fund January 2010 - May 2010
New York Life Insurance Company December 2009 - May 2010
NIS Group June 2009 - July 2009
Skills
Bloomberg
Education
Temple University - Fox School of Business and Management 2009 — 2011
B.A.A., FInance
Delaware County Community College 2006 — 2009
A.S., Business Administration
New York Life Insurance Company April 2015 - Present
Cable & Design, Inc. October 1997 - April 2015
BellSouth 1986 - 1990
Continental Telephone 1981 - 1985
Southern Bell 1969 - 1974
Skills
Telecommunications, Wireless, Cisco Technologies, Networking, LAN-WAN, Cabling, Project Management, VoIP, Unified Communications, Telephony, Managed Services, IP, Broadband, Solution Selling, Call Centers, SIP, WAN, Ethernet, Management
Education
Mercer University 1991 — 1991
Management Information Systems
The University of Georgia 1975 — 1976
Bus. Admin.
Dekalb Community College 1972 — 1976
Business, Marketing
RE/MAX Synergy August 2004 - Present
New York Life Insurance Company 2002 - 2004
Skills
REO, Real Estate, Foreclosures, Negotiation, Seller Representation, Listing Homes
Education
University of New Hampshire 2000 — 2002
B.A., Psychology
Dean College 1997 — 1999
A.A., Dance & Theatre
Citizens Bank August 2014 - Present
New York Life Insurance Company November 2013 - July 2014
Enterprise Rent-A-Car November 2012 - October 2013
Power Home Remodeling Group May 2012 - October 2012
Skills
Leadership, Microsoft Word, PowerPoint, Public Speaking, Cold Calling, Sales, Event Management, Social Media Marketing, Social Networking, Microsoft Excel, Customer Service, Marketing, Microsoft Office, Market Research, Research, Event Planning, Team Leadership, Facebook, Teamwork, Public Relations, Time Management, Social Media
Education
Dean College 2008 — 2012
Bachelor of Arts (B.A.), History
Exeter West-Greenwich Junior Senior High 2004 — 2008
Edward Jones March 2012 - Present
Diamond State Financial Group July 2009 - February 2012
New York Life Insurance Company January 2008 - June 2009
ING DIRECT June 2004 - August 2008
Skills
Financial Strategies, Wealth Management, Life, Disability & Long..., Leadership, Public Speaking, Customer Service, Team Building, Strategic Planning, Insurance, Risk Management, Financial Analysis, Estate Planning, Microsoft Office
Education
Delaware State University
New York Life Insurance Company March 2013 - Present
Allstate Insurance January 2007 - February 2013
Allstate October 2003 - December 2006
Navigant Consulting Inc January 2000 - August 2000
Skills
Leadership, ITIL, Change Management, Program Management, PMO, IT Service Management, Enterprise Architecture, Process Improvement, Business Intelligence, Strategy, Vendor Management, Project Management, Enterprise Software, Management, Risk Management
Education
DePaul University 2008 — 2013
Bachelors in progress, Information Technology Management, 4.0
Amarin Pharma, Inc. 2014 - Present
New York Life Insurance Company 2013 - 2013
Wells Fargo 2013 - 2013
Quintiles, Inc. February 2012 - December 2012
Sunovion Pharmaceuticals Inc. October 2011 - December 2011
Dey Pharma, L.P. February 2010 - October 2011
Sanofi July 2002 - December 2009
AstraZeneca June 2000 - July 2002
Professional Detailing Inc. October 1998 - July 2000
Skills
Pharmaceutical Sales, Diabetes, Pulmonology, Allergy, Endocrinology, Hypertension, Buy & Bill, Sales Effectiveness, Asthma, Strategic Planning, Cardiology, Gastroenterology, Consultative Sales..., New Product Launches, KOL development, Speaker Programs, Account Management, New Business Development, Anaphylaxis, Cardiovascular, COPD, Business Acumen, Establish & Maintain..., Patient-Centric Sales..., Territory Mgmt, Team Building, Managed Care, Team Leadership, Sales Rep Training, Healthcare Management, Internal Medicine, Family Medicine, Nephrology, Rheumatology, Pediatrics, Pain Management, Collaboration, Team-oriented, Formulary, Healthcare, Lunch & Learns, Certified Medical..., Public Administration, Sales and Marketing..., New Product Presentation, Territory Management, Consultative Sales..., Business Development, Key Account..., Profit Growth and...
Education
Pace University 1998 — 2002
MPA, Healthcare Administration
University of Maryland College Park 1986 — 1988
Bachelor's Degree, Government and Politics
Dean College 1984 — 1986
A.A, Liberal Arts
PrimeFlight Aviation Services July 2013 - Present
New York Life Insurance Company June 2012 - July 2013
TSA May 2011 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Editing, Team Building, Insurance, Retirement, Finance
Education
DePaul University 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Moore Insurance Agency April 2015 - Present
Independent Contracting/ CC Museum of Science & History May 2014 - September 2014
New York Life Insurance Company December 2010 - March 2014
Skills
Strategic Leadership, Board Development, Public Speaking, Staff Management, Strategic Planning, IRAs, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Life Insurance, Whole Life, Buy-sell Agreements, Retirement Planning, Estate Planning, 401k Rollovers, Universal Life, Retirement Savings, Licensed Life, Group Insurance, Marketing, Marketing Strategy, Business Planning, Social Media, Social Networking, Insurance, Nonprofits, Business Strategy, Business Development, Project Management, Project Planning, Staff Development, Strategic Thinking, Fundraising, Leadership, Sales, Customer Service
Education
Texas A&M University-Corpus Christi 2005 — 2007
Bachelor's Degree, Psychology
Del Mar College
Associate's Degree, Psychology
Wall Financial, Inc. May 2012 - Present
New York Life Insurance Company May 2011 - April 2012
Planet Florist January 2002 - January 2007
UBS January 2000 - January 2001
Ameriquest Mortgage Company January 1998 - January 2000
Crescent Jewelers January 1992 - January 1998
NCR Corporation January 1982 - January 1991
Skills
Entrepreneurship, B2B, Insurance, Consulting, Financial Services, Sales Process, Sales Presentations, Business Planning, New Business Development, Account Management, Competitive Analysis, Sales, Sales Management, Business Development, Recruiting, Direct Sales, Coaching, Sales Operations, Strategic Planning, Team Building
Education
De La Salle University 1984 — 1985
MBA, Graduate coursework
University of the Philippines 1978 — 1982
Bachelor of Arts, Industrial Psychology
New York Life Insurance Company February 1986 - Present
Skills
Long-term Care, Term Life Insurance, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Whole Life, Insurance, Universal Life
Education
Texas A&M University-Corpus Christi 1976 — 1979
B.A,
Del Mar College 1972 — 1976
A.A., Sociology
American Income Life March 2012 - Present
Marketing Solutions October 2010 - January 2012
UniFirst Corporation April 2008 - July 2009
G&K Services April 2007 - May 2008
New York Life Insurance Company May 2005 - April 2007
Binding Brauerei USA October 2000 - May 2005
Skills
Cold Calling, Account Management, Customer Service, Merchandising, New Business Development, Selling, Sales Presentations, B2B, Insurance, Leadership, Management, Marketing, Pricing, Sales, Sales Management, Sales Operations, Small Business, Strategic Planning, Team Building, Time Management, Trade Shows
Education
Heald College 2010 — 2011
AAS, Business Administration
DeVry University-California
Technical Management
New York Life Insurance Company
Skills
Investments, Insurance, Sales, Risk Management
Education
DeSales University
Saint Mary's University
Philadelphia Eagles May 2015 - Present
Boys and Girls Clubs of America June 2014 - Present
Fortune 500 Executive May 2008 - Present
All Star Weekend Basketball Tournament, Inc August 2007 - Present
Philadelphia Eagles July 2014 - May 2015
Colonial Marble and Granite April 2014 - June 2014
New York Life Insurance Company April 2012 - April 2014
JI Consulting Group March 2012 - October 2012
VTMI Group, LLC 2011 - October 2012
Wells Fargo Bank November 2010 - January 2012
Skills
Marketing Strategy, Social Networking, Community Relations, Entrepreneurial Skills, Financial Planning, Corporate Finance, Financial Analysis, Direct Sales, Sales Process, Inside Sales, Small Business, Business Development, Strategic Financial..., Entrepreneurship, Leadership, Public Speaking, Community Development, Budgets, Coaching, Cold Calling, Customer Service, Event Management, Event Planning, Fundraising, Leadership Development, Marketing, New Business Development, Public Relations, Sales, Social Media, Social Media Marketing, Strategic Planning, Team Building
Education
Strayer University-Pennsylvania 2010 — 2012
Master's degree, Public Administration
Delaware State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Golden Key International Honor Society
Master of Public Administration (MPA)
New York Life Insurance Company November 2014 - Present
Wyndham Worldwide February 2010 - August 2013
Wells Fargo Advisors November 2005 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Event Planning, Social Networking
Education
Delaware State University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
McQuaid Jesuit High School 1998 — 2000
Diploma, Business Administration and Management, General
Rutgers University-Center for Integrative Proteomics Research May 2014 - Present
Medidata Solutions September 2013 - January 2014
DeVry University and Keller Graduate School of Management August 2009 - September 2013
BAE Systems April 2007 - October 2008
New York Life Insurance Company June 2006 - February 2007
Robert Half November 2005 - June 2006
SunTrust Bank October 2002 - February 2005
Skills
Leadership, Operations Management, Organizational..., Management, Professional..., Analysis, Project Management, Event Planning, Customer Service, Long-term Customer..., Training, Time Management, Software Documentation, Outlook, Microsoft Office 2007, Photoshop, Salesforce.com, Illustrator, Data Entry, Oracle Applications, Microsoft Word, Student Affairs, Admissions, Microsoft Excel, PowerPoint, Enrollment Management, Dreamweaver, Academic Advising, Access, Student Financial Aid, Critical Thinking, Staff Development, RightNow, PeopleSoft, SharePoint, Social Networking, Computer Hardware, Public Speaking, Network Administration, Student Development, Student Recruiting, Career Counseling, MS Project, Windows 7, Career Development, Higher Education, Troubleshooting, Retaining Customers, Community Outreach, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2014 — 2021
Master of Business Administration (MBA), Sustainability Management
DeVry University 2011 — 2013
Bachelor of Science (B.S.), Technical Management, Cum Laude
International Academy of Design and Technology 2001 — 2003
Associate of Science, Web Design
New York Life Insurance Company November 2014 - Present
First Merchants Corporation June 2002 - December 2013
Angie's List August 2001 - February 2002
MainSource Bank June 1998 - August 2001
Skills
Microsoft Excel, Showcase Query, Risk Assessment, ArcVal, SharePoint, Stata, PowerPoint, Microsoft Word, Management, Strategic Financial..., Investment Management, Trusts, Banking, Portfolio Management, Retirement Planning, Trust Services, Estate Administration, Wealth Management, Customer Service, Charitable Trusts, Securities, Scholarship...
Education
DePauw University
Bachelor’s Degree, Mathematics
Indiana Wesleyan University
Master of Business Administration (MBA), Business Administration and Management, General
Cannon Financial Institute 2002 — 2004
Cannon Trust School
New York Life Insurance Company December 2005 - Present
Education
Dillard University 1970 — 1974
Accounting
Dillard University 1970 — 1974
Bachelor of Arts, Accounting
RadioShack December 2014 - Present
7-Eleven March 2010 - December 2014
MarketSource Inc. October 2008 - March 2010
Mortgage Specialists of IL, Inc August 2005 - October 2008
New York Life Insurance Company November 2004 - August 2005
Best Buy July 2000 - November 2004
Circuit City August 1994 - July 2000
Skills
Merchandising, Inventory Management, Coaching, Sales, Customer Service, Leadership, Recruiting, Marketing, Finance, Insurance, Profit, Store Management, Training, Hiring, Income Statement, Retail, Loss Prevention, Strategy, People Development, Strategic Planning, Driving Results, Analysis, Forecasting, Inventory Control, Multi-unit, Retail Sales, Team Building, Visual Merchandising, Operations Management, Time Management, Customer Experience, Budgets, Store Operations, Franchising, Leadership Development, Sales Process, Pricing, Account Management, Team Leadership, Performance Management, Sales Management, Employee Training, CRM, Management, Sales Operations, Selling
Education
DePaul University
Bachelor of Science, Accountancy
New York Life Insurance Company August 2015 - Present
Nextlink Broadband November 2013 - August 2015
The Dwyer Group February 2012 - November 2013
Gold's Gym International April 2006 - February 2012
AutoZone February 2003 - April 2006
Skills
Leadership Development, Coaching, Team Building, Public Speaking, Organizational..., Franchise Consulting, Small Business, Customer Service, Franchising, Strategic Planning, Team Leadership, Microsoft Office, Leadership, Social Networking, Social Media, Event Planning, PowerPoint, Management, Business Development, Budgets, Training, Entrepreneurship, New Business Development, Business Planning, Start-ups, Marketing Strategy, Operations Management, Contract Negotiation, Business Strategy, Sales Process, Recruiting, Lead Generation, Market Research, Franchise Sales, Selling, Marketing, Public Relations, Sales Management, Sales, Retail, Negotiation, Direct Sales
Education
University of Mary Hardin Baylor
Exercise and Sports Science
DeVry University
Business Managment
FEMA October 2013 - Present
FEMA January 2013 - Present
Judlau Contracting, Inc. August 2012 - November 2012
New York Life Insurance Company January 2012 - August 2012
Long Island Women's Institute August 2010 - May 2012
Skills
Research, Community Outreach, Microsoft Office, Government, Policy, Policy Analysis, Customer Service, Courts, Administration, Emergency Management, Criminal Justice, Crime, Campus, Disaster Response, Homeland Security, Risk Assessment, Public Speaking, Emer, Commercial Insurance, Property & Casualty..., Insurance Policies, Federal Government, Federal Grants..., Disaster Recovery, Flood Insurance, Risk Management, Property Claims, flood insur, Floodplain Management, Floodplain Analysis, Fundraising, Nonprofits, PowerPoint, Volunteer Management, Social Media
Education
Long Island University, C.W. Post Campus 2010 — 2011
Masters of Science, Criminal Justice
Dickinson College 2005 — 2009
BA, Law and Policy Studies
New York Life Insurance Company March 2012 - Present
i9 Sports April 2015 - June 2015
New York Life June 2006 - March 2012
American General Financial Services February 2005 - April 2006
Enterprise Rent-A-Car June 2004 - February 2005
Skills
Insurance, Retirement, Financial Services, Leadership, Series 63, Estate Planning, Employee Benefits, Coaching, Buy-sell Agreements, Recruiting, Financial Advisory, Marketing, Finance, Life Insurance, Fixed Annuities, Securities, Business Planning, Sourcing, Business Coaching, Retirement Planning, Term Life Insurance, Whole Life, Health Insurance, Small Business, IRAs, Asset Allocation, Financial Consulting, Educating Clients, Life and Health..., Insurance Sales
Education
Delaware State University 2001 — 2004
B.A, Business Management
New York Life Insurance Company October 2004 - Present
Skills
Life Insurance, Insurance, Customer Service
Education
DePaul University 1994 — 1997
Bachelor's Degree, Theatre
Flushing Senior High 1988 — 1992
High School
New York Life Insurance Company November 2014 - Present
Kenneth Cole Productions 2011 - 2012
Burnley Enterprises 2006 - 2011
Skills
Retirement Planning, Personal Financial..., Life Insurance, Legacy Planning, Networking, Customer Retention, Sales, Relationship Management, Merchandising, Customer Service, Finance, Marketing, Styling, Management, Store Management, Microsoft Office, Trend, Footwear, Social Media, Trend Analysis, Visual Merchandising, Apparel, Leadership, Wholesale, Window Displays, Shoes, Marketing Strategy, Fashion, Retail, Microsoft Excel
Education
Twin Valley 1984 — 1988
Business
Delaware County Community College
Retail Management/ Fashion Merchandising
New York Life Insurance Company April 2005 - Present
Skills
Program Management, Business Intelligence, Strategic Planning, SDLC, Business Management, Business Analysis, Insurance, Customer Relations, Team Leadership, Team Management, Mutual Funds, Thought Leadership, Business Development, Management, Retirement, Enterprise Software, Leadership, Customer Service, Consulting, Mergers & Acquisitions, Training, CRM, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
MBA, Finance
Delhi University 1993 — 1997
Post Graduate, Computer Application
Delhi University 1993 — 1996
Graduate, Chemistry
FishDuck.com LLC January 2015 - Present
DocuSign June 2013 - Present
InterCall October 2012 - June 2013
New York Life Insurance Company July 2011 - November 2012
New York Life Insurance Company January 2008 - June 2011
Roosevelt Senior High School 2003 - 2009
Young Life July 2003 - December 2007
Young Life July 2000 - July 2003
Greater Tacoma Young Life January 1998 - January 2000
Skills
Recruiting, Sales, Sales Management, CRM, Salesforce.com, Series 6, New Business Development, Fundraising, Coaching, Life Insurance, IRAs, Annuity Sales, Youth Ministry, Writing, Athletics, Program Management, Social Media, Sales Operations
Education
Seattle University 2010 — 2014
Master of Business Administration (MBA)
DePauw University 1994 — 1998
BA, English
South Salem High 1990 — 1994
New York Life Insurance Company August 2015 - Present
Mutual of Omaha December 2014 - July 2015
Mike Shaw Motors September 2013 - September 2014
Skills
Customer Service, Sales, Team Building, Leadership, Sales Management, Project Management, Team Leadership, Strategic Planning, Microsoft Excel, Negotiation, Customer Satisfaction, Time Management, Training, Customer Experience, Insurance, Retail
Education
Del Mar College 2012 — 2015
Associate's Degree, Business/Commerce, General, 3.6 gpa
Calallen High School 2009 — 2012
High School, Kinesiology and Exercise Science, 3.6 gpa
Conscious Marketing January 2013 - Present
KCG January 2012 - Present
Oak Park Arts District October 2012 - March 2013
Shriners Hospitals for Children August 2012 - August 2012
Shriner's Benefit Tango for a Cause February 2012 - March 2012
New York Life Insurance Company January 2008 - 2012
The Chicago Bar Association 2005 - 2007
Skills
Financial Planning, Insurance, Client Services, Polish, Event Planning, Sponsorship Sales, Public Relations, Production Planning, Administrative..., Networking, Recruiting, Interview Preparation, Account Management, Hospitals, PowerPoint, Strategic Planning, Problem Solving, Sales Management, Microsoft Excel, Microsoft Office, Marketing Communications, Strategic Public..., Strategic Financial..., Financial Services, Marketing, Social Media, Social Networking, Management, Leadership, Sales, Customer Service, Press Releases, Business Development, Marketing Strategy, Small Business, Advertising, Intuition, Art, Business Strategy, Energy Healing, Psychic Readings, Creative Writing, Inspiration
Education
DePaul University 2004 — 2009
BA, Sociology and Buisness
Jagiellonian University 2007 — 2008
Bachelor of Arts (B.A.), Polish History, Culture, Economics
DePaul University 2004 — 2008
New York Life Insurance Company May 2010 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Disability Insurance, Annuity Sales, Key Person Protection, Retirement, Small Business, Succession Planning, IRAs, Mutual Funds, Series 6, Guaranteed Lifetime..., Permanent Life Insurance, College Savings Plans, Universal Life, Securities, Term Life Insurance, Buy-sell Agreements, Whole Life, Fixed Annuities, Life Insurance, Customer Service, Microsoft Office
Education
DePaul University 2007 — 2010
BS, Marketing and Sales
North Central College 2005 — 2007
Marketing and Sales, Marketing and Sales
New York Life Insurance Company June 2015 - Present
United States Marine Corps August 2007 - May 2015
David Weekley Homes August 2006 - June 2007
United States Marine Corps January 2000 - January 2005
Skills
Leadership, Customer Service, Management, Training, Military, Team Leadership, Public Speaking, Security Clearance, Financial Planning, Insurance, Problem Solving, Finance, Supervisory Skills
Education
Defense Language Institute 2000 — 2001
Spanish Language
INSURITAS Insurance Aisle Management August 2013 - Present
Insuritas May 2012 - August 2013
Yale University August 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Insuritas, Inc May 2009 - August 2009
Skills
Financial Accounting, Financial Modeling, Excel, PowerPoint, Word, Lotus Notes, Stata, Microsoft Excel, Microsoft Word, Business Analysis, Insurance, Process Improvement, Sales, Data Analysis, Business Planning, Financial Analysis, Analysis, Competitive Analysis, Business Development, Public Speaking, Management, Microsoft Office
Education
Yale University 2008 — 2012
Bachelor of Arts (BA), Economics
Deerfield Academy 2005 — 2008
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company February 2010 - February 2013
Green Key Resources June 2009 - January 2010
Universal Accounting Services September 2008 - March 2009
Skills
Fraud Investigations, Quality Control, Communication, Internal Audit, Process Improvement, Microsoft Office, SharePoint Designer, Team Building, Accounting, Management, Leadership, Finance, Financial Analysis, Risk Management, Social Media, Customer Service, Financial Services, Data Analysis, Analysis
Education
Utica College 2014 — 2015
Independent Study, Financial Crimes Investigator Certification, 3.0 GPA
DeVry University 2005 — 2008
Bachelor's Degree, Business Administration - Finance, 3.58 GPA
New York Life Insurance Company September 2013 - February 2015
Devry College of New York September 2011 - February 2012
Devry College of New York November 2010 - June 2011
Petland Discounts, Inc. October 2007 - May 2010
Skills
Customer Service, Windows 7, Troubleshooting, Microsoft Office, Windows, Management, Microsoft Excel, Training, Dreamweaver, Microsoft Word, PowerPoint, C#, Outlook, Altiris, Help Desk Support, Technical Support, Remedy Ticketing System, symantec, Visio, Software Installation, MS Project, VPN, Printers, Teamwork, Java, Altiris Console, Tanium Console
Education
DeVry College of New York 2008 — 2013
Bachelor of Professional Studies, Computer Information Systems, Computer Forensic, 3.84
La-Metro Plus Real Estate, Inc. 2015 - Present
Priority 1 Air Rescue September 2013 - Present
Prairieville Quality Gold November 2010 - Present
City of Gonzales June 2006 - September 2013
Sunbelt Business Brokers and M&A Advisors October 2009 - August 2013
Planet Beach Franchising Corporation January 2011 - June 2012
New York Life Insurance Company 2009 - 2010
St. John the Baptist Parish Fire Department April 2004 - May 2006
Skills
Franchise Consulting, Investments, Brokerage, Start-ups, Finance, Exit Strategies, Business, Franchising, Mergers, B2B, Business Brokerage, Public Speaking, Healthcare, Management Consulting, Business Valuation, Paramedic, EMS, Instructor Certified, Firefighter I & II, Fire Officer, Emergency Management, Emergency Medicine, Rescue, Technical Rescue, Rescue Diver, ACLS, PHTLS, Critical Care, PALS, Scuba Diving, Firefighting, EMT, Public Safety, Franchise Sales, Investment Properties, Fire Management, Due Diligence, Mergers & Acquisitions, Venture Capital, Business Planning, Private Equity, Small Business, Real Estate, Business Acquisition, New Business Development, Leadership, Sales, Contract Negotiation, Marketing, Negotiation
Education
University of Phoenix-Baton Rouge 2011 — 2012
Bachelor of Science (B.S.), Business/Managerial Economics
Excelsior College 2010 — 2011
Registered Nursing/Registered Nurse
Delgado Community College 2005 — 2008
A.A.S., Emergency Medicine, 3.4
New York Life Insurance Company April 2011 - Present
Micronet Technologies Ltd September 2006 - August 2008
Enhance Technologies July 2001 - September 2003
Skills
Retirement Planning, Retirement Savings, College Funding..., Long Term Care Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Universal Life, Fixed Annuities, Estate Planning, mortgage protection, Insurance, Retirement, Business Analysis, Risk Management, 401k Rollovers, Roth IRA, IRAs, Key Person Insurance, Whole Life, Funding, Guaranteed Lifetime..., College Savings Plans, Long-term Care, Management, Customer Service
Education
DeVry University 2007 — 2009
Master of Business Administration (MBA), MBA
ALkhair University 2006 — 2009
MCS, Computer Science
New York Life Insurance Company August 2014 - Present
Fahrenheit Fitness Inc. June 2010 - August 2014
Skills
401k Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Planning, Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer..., Customer Relations, Life Insurance
Education
Temple University 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
Polley Associates Real Estate Career Education 2012 — 2012
Real Estate
Delaware County Community College 2008 — 2009
Business Administration and Management, General
Upper Darby High School 2004 — 2007
High School
Boomerang Capital, LLC January 2015 - Present
Lineberger & Co., LLC January 2013 - Present
New York Life Insurance Company February 2011 - January 2013
Fieldstone Capital Group November 2010 - February 2011
Crédit Agricole Structured Asset Management Advisers LLC February 2009 - October 2010
JPMorgan November 1999 - April 2008
JPMorgan June 1998 - November 1999
JPMorgan September 1996 - April 1998
Schroder Wertheim & Co., Inc September 1992 - September 1996
Skills
Hedge Funds, Fixed Income, Asset Management, Investments, Asset Allocation, Options, FX Spot, Futures Trading, Series 7, Derivatives, Series 63, Bonds, Financial Services, Trading, Emerging Markets, Due Diligence, Finance, Structured Finance, Alternative Investments, Mutual Funds, Equities, Capital Markets, Management, Portfolio Management, Strategy, Securities, Bloomberg, Financial Modeling, Investment Management, Investment Banking, Asset Managment, Private Equity, Valuation, Wealth Management, Financial Structuring, Funding, Sales, Executive Management, Investment Strategies, Marketing, Financial Analysis, FX Options, Analysis, Strategic Planning, Credit, CRM, Financial Markets
Education
Denison University 1988 — 1992
Bachelor of Arts (BA), History
Salisbury School 1984 — 1988
Diploma, History
Revolution Foods September 2013 - October 2014
Revolution Foods March 2013 - September 2013
3e Youth Services, Inc 2009 - April 2013
Hyde Leadership Charter School May 2008 - January 2011
New York Life Insurance Company September 2006 - May 2008
Hyde Leadership Charter School September 1993 - August 2006
Skills
Leading Change, Lead Generation, Cross-functional Team..., Driven By Results, Building Coalitions, Marketing Communications, Sales Presentations, Customer Retention, Long-term Customer..., Community Engagement, Revenue Enhancement, Marketing Plan Creation, Market Penetration, Brand Loyalty, Motivated self-starter
Education
Delaware State University 1987 — 1992
B.S., Marketing
New York Life Insurance Company May 2015 - Present
Steve Smith State Farm Insurance May 2014 - May 2015
New York Life Insurance Company 2015 - 2015
New York Life Insurance Company 2015 - 2015
Tom Bogen State Farm Agency July 2011 - February 2014
Allstate Gilbert Agency 2009 - October 2010
Air National Guard June 2007 - June 2010
US Navy October 1999 - December 2003
Skills
Life Insurance, Estate Planning, Buy-sell Agreements, Business Strategy, Business Planning, Long Term Care Insurance, Annuity Sales, Universal Life, Wealth Preservation..., Business Networking, Business Development, Succession Planning, Creative Problem Solving, Sales, Customer Service, Insurance
Education
DeVry University 2015 — 2017
Bachelor’s Degree, Business/ Finance
Laura F Osborn 1994 — 1998
High School
New York Life Insurance Company 2012 - Present
Former Candidate for Cook County Recorder of Deeds February 2012 - November 2012
Skills
Sales, Retirement Planning, Life Insurance
Education
DePaul University
BS Marketing, Business, Management, Marketing, and Related Support Services
Spertus Institute for Jewish Learning and Leadership
MS, Social Sciences, A
Citizens Bank November 2010 - Present
New York Life Insurance Company February 2009 - November 2010
Rhode Island Modeling Agency January 2005 - November 2009
Polly's Birthday Tea Partie's February 1999 - October 2004
Skills
Retail Banking, Commercial Banking, Banking, Loans, Credit, Finance, Customer Relations, Employee Engagement, Public Speaking, Loan Origination
Education
Sawyer School 1980 — 1981
Dean College 1977 — 1979
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Smith Barney June 2012 - March 2013
Honor Flight Chicago May 2011 - June 2012
New York Life Insurance Company October 2009 - May 2011
Aldonex Inc. February 2008 - December 2009
Skills
Microsoft Office, Excel, Stamps.com, Filezilla, Insurance, Logistics, Non-profits, Problem Solving, Business Analysis, Data Analysis, Database Management, Access, Financial Analysis, Analytics, Financial Planning, Office Management, Operations Management, Managerial, Account Management, Opening New Accounts, Customer Service, Wealth Management..., Financial Services, Series 7, Series 63
Education
DePaul University 2007 — 2009
Bachelors, Finance
H.I.M. On Call March 2015 - Present
KPMG US September 2014 - March 2015
New York Life Insurance Company October 2013 - May 2014
DeVry University October 2012 - October 2013
Skills
Video Games, Microsoft Office, Level Design, Game Design, Public Speaking, Unreal Engine 3, Troubleshooting, BMC Remedy, Unreal Editor, Hardware, Computer Games, Texturing, 3D, Xbox 360, Customer Service, PS3, Unity3D, Gameplay, 3D Studio Max, Communication Skills, Network Administration, Lighting, Zbrush, World Building, Positive Personality, Scripting, Maya, System Deployment, Help Desk Support, Microsoft Excel, Environmental Design, Unreal, Environment Art, 2D, Altiris Deployment..., Altiris Console, Symantec Security, Symantec Antivirus, Microsoft Exchange, Exchange Management..., SFTP, Filezilla, Network Drives, Network Admission..., VoIP, VoIP protocols SIP, Time Management, MTTR, Networking, Windows
Education
DeVry University 2010 — 2013
Multimedia, Graphic design, virtual design
New York Life Insurance Company May 2011 - Present
Precise Software Solutions, Inc September 2009 - January 2011
UBS Wealth Management August 2007 - May 2009
UBS 2007 - May 2009
EMC June 2005 - July 2007
EMC June 2002 - June 2005
EMC 1996 - 2000
NCR June 1993 - December 1995
Amdahl 1986 - 1993
Skills
Storage, Virtualization, System Architecture, Business Development, UNIX System V, Disaster Recovery, High Availability, Storage Virtualization, Enterprise Storage, Cluster, Solution Selling, NAS, Deduplication, Replication Technologies, Business Continuity, SAN, Databases, Enterprise Software, Storage Area Networks, VMware, Replication, Pre-sales, Team Leadership, Unix, Storage Solutions, Cloud Computing, Data Center, Management, Strategy, Enterprise Architecture, EMC Storage, Infrastructure, Cross-functional Team..., Hardware, SaaS, Solaris, Business Alliances, Professional Services, Leadership, Product Management, IT Strategy, Vendor Management, Integration, Consulting, Information Technology, ITIL, Solution Architecture, NetApp
Education
DePaul University 1978 — 1980
Bachelor of Science (BS), Physics, Computer Science
Kendall College 1977 — 1979
AA, Liberal Arts
Lake Forest College 1975 — 1977
Liberal Arts
Highland Park High School, Beth El 1971 — 1975
Acosta Sales & Marketing October 2013 - Present
New York Life Insurance Company 2006 - 2012
City Year August 2004 - June 2005
Skills
Windows 7, Human Resources, English, Organizational..., Leadership Development, Compliance, Fundraising, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Program Management, Sales
Education
Denison University 1999 — 2003
Bachelors of Arts, Cinema / Political Science
Rocky River High School
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company July 2015 - Present
T-Mobile 2004 - 2010
T-Mobile 2004 - 2010
T-Mobile 2004 - 2010
Skills
Asset Protection, Annuity Sales, Estate Planning, Protection..., Risk Management, Licensed Long Term Care..., Gifting Strategies, Retirement Planning, Term Life Insurance, Customer Satisfaction
Education
Del Mar College 2010 — 2013
Communication and Media Studies
William P. Clements 1988 — 1992
Diploma, General Studies
New York Life Insurance Company May 2015 - Present
Education
DeSales University 2011 — 2015
Bachelor’s Degree, Marketing, Finance, and Spanish
New York Life Insurance Company August 2010 - Present
Morgan Stanley November 2008 - July 2010
Merrill Lynch May 2005 - October 2008
Capital One October 2004 - March 2005
Allied Medical and Technical Institute 2003 - 2003
Education
Fairleigh Dickinson University 2002 — 2004
Masters, Information Systems
Delhi University 1997 — 2000
Bachelors, Mathematics
eCRM
Magical Playground - West Covina November 2014 - Present
East West Bank May 2012 - September 2015
wells fargo February 2007 - May 2012
New York Life Insurance Company 2005 - 2007
Skills
Loans, Finance, Credit, Financial Modeling, Financial Analysis, Business Analysis, Banking, Commercial Banking, Process Improvement, Investments, Training, SBA, Real Estate Financing, Commercial Lending, Strategic Planning, Risk Management, Small Business, Financial Reporting, Retail Banking, Mortgage Lending, Insurance
Education
DeVry University-California 2000 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Guardian Life Insurance Company 1999 - Present
New York Life Insurance Company 1986 - December 1999
New York Life Insurance Company January 1983 - September 1986
Skills
Coaching, Succession Planning, Training, Leadership Development, Public Speaking, Employee Benefits, Leadership, Recruiting, Negotiation, Needs Analysis, Process Improvement, Performance Management, Employee Training, Organizational..., Employee Engagement
Education
De La Salle University 1977 — 1981
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC May 2013 - Present
Coca-Cola Refreshments June 2011 - September 2013
RBI Strategies & Research July 2010 - August 2011
The Washington Post January 2009 - July 2010
The New Yorker March 2006 - September 2007
Outside Magazine August 2004 - March 2006
Skills
401(k) Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Multi-Generational..., Personal Finance, Retirement Planning, Supplements to Employee..., Life Insurance
Education
The George Washington University 2008 — 2011
MS Political Management, Politics, Communications
DePauw University 2000 — 2004
Webster Groves High School
Webster Groves High School
New York Life Insurance Company June 2009 - Present
Universal Accounting Services June 2008 - March 2009
Education
DeVry University 2006 — 2008
Bachelor's degree, Business Administration/Finance
DeVry University-Illinois 2006 — 2008
Hollywood Casino December 2011 - Present
MarketTouch Direct March 2011 - August 2011
New York Life Insurance Company May 2010 - February 2011
SRDS, a Nielsen Company February 1995 - February 2009
SRDS (Standard Rate & Data Service) 1995 - 2009
SRDS 1995 - 2000
RH Donnelley February 1977 - February 1995
American General Finance February 1976 - February 1977
Skills
Direct Marketing, Email Marketing, Marketing, Customer Acquisition, Direct Mail, Customer Retention, Database Marketing, Online Advertising, Telemarketing, B2B Marketing, Marketing Strategy, Media Planning, Integrated Marketing, Advertising, Interactive Marketing, Marketing Communications, Campaigns, Leadership, Sales, Strategic Partnerships, Market Planning, Social Networking, Trade Shows, Management, Advertising Sales, Strategic Planning, Online Marketing, Affiliate Marketing, Salesforce.com, Negotiation, Web Marketing, Digital Media, Budgets, Sales Operations, Marketing Management, New Business Development, Marketing Research, CRM, Customer Satisfaction, Relationship Marketing, Media Buying, Social Media, New Media, Sales Management, Business Development, Account Management, Selling, Sales Process
Education
DePaul University 1996 — 1997
Certificate
DePaul University - School for New Learning 1992 — 1993
Truman Junior College 1976 — 1978
Associates Degree
Palomar College 1972 — 1973
NYLIFE Securities LLC December 2001 - Present
New York Life Insurance Company 2001 - Present
Education
Delhi University
Masters, Anthropology
Hindu College
Bachelors, Zoology (Honours)
New York Life July 1999 - Present
New York Life Insurance Company July 1999 - Present
Skills
401k, Accounting, Alternative Investments, Disability Insurance, Estate Planning, Finance, Financial Services, Fixed Annuities, Fixed Income, IRAs, Insurance, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Microsoft Excel, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Sales, Small Business, Strategic Financial..., Team Building, Wealth Management, Financial Planners, Series 7, Term Life Insurance, Roth IRA, Whole Life, 401k Rollovers
Education
DePaul University 1988 — 1993
Bachelors, Marketing & Finance
Dentsply May 2010 - Present
Deluxe Corporation July 2005 - May 2010
Xerox October 2003 - July 2005
Charles Schwab September 2000 - October 2003
New York Life Insurance Company January 1999 - September 2000
John Hancock Life Insurance Company (U.S.A.) September 1997 - January 1999
Skills
Account Management, Salesforce.com, B2B, Sales Process, Sales, Customer Retention, New Business Development, Sales Management, Lead Generation, Territory Management, Customer Acquisition, Business Development, Relationship Management, Forecasting, Competitive Analysis, Strategic Planning, Contract Negotiation, Direct Sales, Laser Cutting, Dental Software, Orthodontics, Microsoft CRM, Miller-Heiman Strategic..., IMPAX, Huthwaite SPIN Selling, Challenger, Sales Presentations, Selling, Trade Shows, Sales Force Development, CRM, Leadership, Sales Operations
Education
Pace University - Lubin School of Business 2002 — 2007
Master of Business Administration (MBA), Marketing
Dickinson College 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Guardian Life June 2014 - Present
Guardian Life January 2014 - June 2014
The Guardian Life Insurance Co. January 2007 - December 2013
The Guardian Life Insurance Company June 2000 - June 2007
New York Life Insurance Company May 1999 - June 2000
New York Life Insurance Company April 1998 - April 1999
New York Life Insurance Company April 1996 - April 1998
Skills
Insurance, Legal Research, Legal Writing, Systems Analysis, Social Media, Risk Assessment, Customer Service, Suitability, Compliance, Advertising Review, Management, Claim, Policy, Life Insurance, Financial Risk, Quality Assurance, Risk Management, Financial Services, Fixed Annuities, Leadership, Employee Benefits, Training, Time Management, Process Improvement, Advertising, Health Insurance, Disability Insurance, Retirement, FINRA, 401k
Education
Western Connecticut State University 2000 — 2007
BS, Justice and Law Administration
Dean College 1984 — 1986
AS, Law Enforcement
Midwest Laser Vein Institute January 2008 - Present
New York Life Insurance Company September 2006 - August 2008
Goldman Sachs September 1983 - April 1992
Skills
Customer Service, Management, Microsoft Excel, Microsoft Word, Healthcare, Strategic Planning, PowerPoint, Training, Project Management
Education
DePauw University
Bachelor of Science (B.S.), Economics
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company June 2014 - October 2014
Gateways Medical India (Pvt) Ltd. July 2011 - May 2013
Amit Distributors (P) Ltd April 1991 - March 2013
Skills
Tax, New Business Development, Business Strategy, Business Development, Leadership, 401 k roll overs, Business Analysis, Project Planning, Project Management, Vendor Management
Education
Delhi University 1985 — 1988
Bachelor of Science (B.Sc.), Chemistry, 1st Division
Springdales School 1971 — 1985
LA Valle Associates March 2014 - Present
New York Life Insurance Company September 2008 - Present
madison square investors September 2008 - 2013
Skills
IT Strategy, Derivatives, Business Analysis, Active Directory, SharePoint, SQL, Visio, Testing, Operating Systems, IT Service Management, IT Management, Disaster Recovery, Access, Bloomberg, Databases, Microsoft Office, Windows Server, Windows, Project Management, Windows XP
Education
Devry University 2006 — 2008
BA, Networks and Communication
Devry University 2006 — 2008
BA, Networks and Communication
DeVry University 2005 — 2008
ba, networks and communication
Bank of America July 2014 - Present
Citizens Bank August 2012 - July 2014
New York Life Insurance Company December 2010 - June 2012
Sears Holdings Corporation July 2007 - December 2010
Tweeter January 2004 - July 2007
Skills
Retirement Planning, Long Term Care, Annuities, Disability Insurance, Insurance Planning, Retirement, Annuity, Term Life Insurance, Auto Insurance, Homeowners Insurance, Renters Insurance, Business/Commercial..., Boat Insurance, Motorcycle Insurance, Liability Insurance, Fixed Annuities
Education
DeVry University 2009 — 2014
Bachelor's Degree, Finance Concentration, 3.25 GPA
Gloucester County College 2004 — 2006
Skyline Financial Partners April 2014 - Present
New York Life Insurance Company January 2013 - March 2014
S.O.L.G Properties March 2009 - March 2013
UBS Financial Services September 2010 - January 2013
Skills
Microsoft Excel, Social Media, Marketing, Microsoft Office, Social Networking, Facebook, Access, Business Development, Business Strategy, Contract Negotiation, Customer Service, Data Analysis, Event Planning, Finance, Financial Analysis, Fundraising, Insurance, Leadership, Management, Market Research, Microsoft Word, New Business Development, Outlook, PowerPoint, Project Management, Public Speaking, Sales, Sales Management, Social Media Marketing, Strategic Planning, Team Building, Team Leadership, Time Management
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance, General
DePaul University
Bachelor of Science, Finance
Riverstone Holdings April 2009 - April 2012
Palmeri Fund Administrators, Inc. December 2005 - October 2008
New York Life Insurance Company April 2001 - May 2005
Skills
Mutual Funds, Financial Reporting
Education
DeSales University
BS, Accounting
Horizon Blue Cross Blue Shield of New Jersey May 2015 - Present
New York Life Insurance Company February 2007 - February 2015
New York Life Insurance Company June 2004 - February 2007
New York Life Insurance Company February 1998 - June 2004
Skills
Fixed Annuities, Project Management, Team Leadership, Customer Service, Strategic Planning, Mutual Funds, Business Analysis, Vendor Management, Financial Services, Management, Training, Leadership, Life Insurance, Customer Relations, Series 6, Finance, Retirement, Marketing Strategy, Product Development, Analysis, Variable Annuities, 401k, Production Support, Strategy, Long-term Care, Systems Improvement
Education
DeVry University 2004 — 2008
Bachelor of Science (B.Sc.), Technical Management
National Penn Investors Trust Company January 2015 - Present
Park Avenue Securities February 2001 - February 2013
Summit Financial Services Group June 1999 - February 2001
New York Life Insurance Company May 1995 - June 1999
Skills
Finance, Accounting, Account Reconciliation, Asset Management, Back Office, Financial Advisory, Financial Services, Financial Statements, Fixed Income, Mutual Funds, Securities, Equities, Bloomberg Terminal, FINRA, Trading
Education
DeSales University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.3 GPA
Pocono Mountain High School 1984 — 1987
Sage Software Solutions September 2010 - Present
Senior Advantage Group September 2008 - August 2010
VIP Fan Photography October 2009 - June 2010
New York Life Insurance Company September 2007 - May 2008
Bank of America June 2003 - August 2007
Skills
Leadership, Sales, Customer Service, Microsoft Office, Management, Account Management, New Business Development, Microsoft Excel, Strategic Planning, Team Building, Public Speaking, Social Media, CRM, Microsoft Word, Salesforce.com, Marketing, Direct Sales, Sales Management, Sales Process, VMware Fusion, Organizational..., Organizational..., Individual Counselling, Career Counseling, Spiritual Counselor, Lead Generation, Sage, Sage Timberline Office, Sage 50, SaaS, Debt Collection, Credit Cards, Financial Planning, Financial Analysis, Life Insurance, Disability Insurance, Health Insurance, Healthcare, Customer Satisfaction, Training, B2B, Cold Calling, Business Development
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
DeVry University 2007 — 2010
Bachelor's Degree, Business Administration and Management, General
Katherine Gibbs 1998 — 2001
Associate's Degree, Graphic Design
New York Life Insurance Company June 2012 - November 2014
Olde Glory Contractors, Inc. November 2009 - June 2012
Higher Information Group January 2008 - September 2009
Groft's Service Center, Inc. April 2007 - August 2007
Tyco International October 2006 - March 2007
Resolvit November 2005 - April 2006
Lanier Worldwide November 1998 - June 2005
Education
Dickinson College 1993 — 1997
Bachelor of Arts (B.A.), International Studies & French
Hanover HIgh School 1990 — 1993
HS Diploma
New York Life Insurance Company August 1993 - Present
NYLIFE Securities LLC August 1993 - Present
Eagle Strategies LLC January 2000 - Present
The First National Bank of Chicago February 1974 - July 1993
United States Army Reserve November 1969 - October 1975
Skills
Personal Finance, Retirement Planning, Estate Planning, IRA Rollovers, Investments, Term Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Education Funding..., Gifting Strategies, Public Speaking, Leadership, Small Business, Financial Services, Wealth Management, IRAs, Analysis, Tax, Team Building, Strategic Planning, Customer Service, Employee Benefits
Education
DePaul University 1968 — 1977
BSC Accounting, MBA Finance
Marian Catholic High School, Chicago Heights, IL 1963 — 1967
High School
New York Life Insurance Company July 2012 - February 2013
Education
DeSales University 2008 — 2012
Communication
BancorpSouth Insurance Services, Inc. September 2007 - Present
New York Life Insurance Company January 2006 - September 2007
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Long-term Care, Health Savings Accounts, Brokers, Risk Management, Critical Illness, Fixed Annuities, Managed Care, Claim
Education
Delta State University 2001 — 2005
New York Life Insurance Company July 2013 - Present
Home Shoppe International Inc. June 2012 - June 2013
TV Asia June 2010 - June 2011
Skills
Digital Media, Media Planning, Strategic Partnerships, Marketing Strategy, Television, Public Relations, Media Relations, Advertising, Social Media, Press Releases, New Business Development, Business Development, Event Management, Event Planning, Market Research, Social Networking, Corporate Communications, Strategic Communications, Media Buying, Blogging, Small Business, Content Strategy, Entertainment, Insurance, Retirement, Education Funding..., Asset Protection, Supplements to Employee...
Education
Delhi University
BA Honors, Political Science
Charles Schwab August 2010 - Present
New York Life Insurance Company August 1990 - July 1995
Merrill Lynch August 1987 - August 1990
Skills
Finance, Trading, Investments, Portfolio Management, Asset Management, Management, Investment Banking, Public Speaking, Leadership, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1985 — 1987
MBA, Finance
DePauw University 1977 — 1981
BA, English
Accenture/FBI August 2013 - Present
New York Life Insurance Company April 2008 - Present
Accenture November 2011 - July 2013
Teach for America February 2011 - August 2011
Skills
Life Insurance, Business Planning, IRAs, Deferred Compensation, Pensions, Java
Education
DeVry University 2003 — 2005
MBA, Business Administration
SBIA December 2014 - Present
Becker College July 2013 - Present
New York Life Insurance Company July 2013 - December 2014
Becker College January 2010 - January 2011
Velosity Sports Inc August 2008 - January 2010
Curry College August 2006 - February 2008
Indiana State University August 2005 - January 2006
Peoria Rough Riders February 2005 - July 2005
Peoria Boys & Girls Club March 2005 - June 2005
Herc Cleaning & Construction January 2002 - May 2002
Skills
Coaching, Football, Scouting, Sports Management, Sports, Athletics, PowerPoint, Baseball, Fitness Training, Higher Education, Recruiting, Leadership, Sports Marketing, Video Editing, Athletic Training, Intercollegiate..., Fitness, Event Management, Staff Development, Operant Conditioning, College Recruiting, Microsoft Office, Event Planning, Fundraising, Leadership Development, Microsoft Excel, Teaching, Teamwork, Student Development, Public Relations, Sports Coaching, Public Speaking, Strength Training, Strength & Conditioning, Weight Training, Sponsorship, Personal Training, Excel, Life Insurance, Rollovers, College Savings Plans, Variable Annuities, Fixed Annuities
Education
Indiana State University 2004 — 2006
MS, Sport Management
Denison University 1995 — 1999
B.A, Physical Education
North Shore High School 1991 — 1995
Earth Resources Technology, Inc. September 2012 - Present
New York Life Insurance Company November 2011 - Present
Keswick Creamery 2011 - Present
The Green Room May 2011 - January 2012
Sierra Club June 2010 - August 2010
Skills
GIS Experience, GIS, Research, Public Speaking, Event Planning, Facebook, Sustainability
Education
Dickinson College 2007 — 2011
B.S., Environmental Science
University of East Anglia 2010 — 2010
School of Environmental Sciences
Panchero's Mexican Grill June 2006 - Present
New York Life Insurance Company February 2004 - June 2006
Fridley Theaters March 1995 - May 2004
Skills
Franchising, Food Service, Income Statement, Restaurants, Restaurant Management, Food, Food & Beverage, Sales, Team Building, Retail, Business Planning, Culinary Skills, Menu Development, Marketing, Inventory Management, P&L, Catering
Education
Des Moines Area Community College 1998 — 2000
AA, Business Management, Sales Management
Nevada High school 1994 — 1998
High School diploma, Business, Management, Marketing, and Related Support Services
Keystone Human Services March 2013 - Present
New York Life Insurance Company October 2011 - May 2012
KidsPeace National Centers September 1999 - December 2011
Skills
Financial consulting, Tax Preparation, Financial Analysis, Organizational..., Strategic Financial..., Managerial Finance, Financial Accounting, Project Management, Financial Modeling, Data Analysis, Non-profits, Retirement Planning, Real Estate, Microsoft SQL Server, Sensitivity Analysis, Business Valuation, Financial Advisory, Small Business, Nonprofits, Business Planning, Customer Service, Insurance, Public Speaking, Program Development
Education
DeSales University 2012 — 2014
MBA, Finance/Management
DeSales University 2007 — 2011
BS, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
New York Life Insurance Company April 1991 - June 2010
Subway January 2003 - December 2003
Skills
Windows Server, Troubleshooting, Printers, Windows XP, Hardware, Customer Service, Networking, Data Center, Lotus Notes, Unix, Microsoft Office, Project Management, Microsoft Excel
Education
DeSales University 1996 — 2015
Bachelor's degree, Management of Information Technology
Churchman Business School
Associates Degree in Business Administration/Accounting
New York Life Insurance Company February 2015 - Present
World Financial Group 2008 - December 2014
Jackson National Life 2010 - 2012
American Income Life 2011 - 2011
Dailey & Associates 2005 - 2006
Robert Half Finance & Accounting January 1998 - May 2004
Waste Management 1999 - 2000
Skills
Retirement Planning, Indexed Annuities, Fixed Annuities, Team Building, Accounting, Tax Preparation, Music, Insurance, Economics, Strategic Financial..., Employee Benefits
Education
University Of Illinois-Chicago 1994 — 1996
Bachelor of Arts (B A), Economics
DePaul University 1991 — 1994
Economics
International School of Music 1986 — 1992
Music, Instruments
Lane Technical High School
New York Life Insurance Company August 2006 - Present
Primerica November 1994 - August 2006
Skills
Life Insurance, Underwriting, Financial Services
Education
Dekalb Community College 1987 — 1989
Associate's degree, Business Administration and Management, General
Briarcliff high school 1982 — 1986
New York Life Insurance Company 2001 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Investments, Life Insurance, Strategic Financial..., Mutual Funds, Long-term Care, Financial Analysis, 401k, Disability Insurance, Term Life Insurance
Education
MBA 1986 — 1988
FINANCE
Delhi University 1980 — 1983
bachelors in english literature
New York Life Insurance Company June 2011 - Present
Skills
Employee Benefits, 401k, Deferred Compensation, Applicant Tracking..., College Recruiting, Onboarding, Retirement, Succession Planning, Talent Acquisition, Benefits Administration, Fixed Annuities, Taleo, Recruiting, Disability Insurance, Long-term Care, Executive Pay, HRIS, Retirement Planning, Employee Relations, Life Insurance, Insurance
Education
Dillard University 2000 — 2005
Bachelors, Business Management & Music
Baldwin Senior High School 1994 — 1998
Diploma
American Income Life Insurance Company February 2015 - Present
Foremost Farms USA August 2011 - February 2015
New York Life Insurance Company June 2012 - April 2013
VF Corporation September 2010 - August 2011
Skills
Team Leadership, Customer Service, Microsoft Office, Marketing Communications, PowerPoint, Teamwork, Time Management, Social Media, Microsoft Excel, Microsoft Word, Social Media Marketing, Facebook, Advertising, Finance, Employee Training
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
DeVry University-Wisconsin 2010 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Neenah High School 2004 — 2008
High School Diploma, Business
Lavin Wireless September 2013 - Present
DYNIS June 2013 - August 2013
Watermark Donut Company December 2009 - March 2013
Kelmar Associates December 2009 - February 2013
New York Life Insurance Company October 2008 - March 2009
Citizens Bank August 2006 - February 2008
Morris Heating & Air Conditioning, LLC May 2003 - March 2005
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Outlook, Analysis, Customer Service, Research, Windows, Marketing, External Audit, SEC filings, Social Media, GAAP, Financial Reporting, Internal Controls, Auditing
Education
Salem State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Dean College 2000 — 2002
Associate of Arts (AA), Dance
Kohl's Department Stores June 2013 - Present
New York Life Insurance Company December 2012 - Present
Prairie Meadows Racetrack and Casino August 2008 - February 2013
Michaels Arts and Crafts 2007 - 2008
icing by claires 2006 - 2007
Skills
Customer Service, Music, Art, Theatre, Organization, Creative Writing, Facebook
Education
Des Moines Area Community College 2006 — 2008
associates, Finance, General
Sarasota County Technical Institute 2003 — 2005
cosmetology, Cosmetology/Cosmetologist, General
sarasota high school 2001 — 2005
high school diploma
New York Life Insurance Company December 1979 - Present
Skills
Retirement Planning, Retirement Savings, Retirement Benefits
Education
Delta State University 1973 — 1976
BBA, Marketing
Service Experts March 2014 - Present
Speedway LLC March 2013 - March 2014
PNC July 2012 - March 2013
New York Life Insurance Company June 2012 - July 2012
Farmers Insurance March 2012 - June 2012
Bunzl Distribution NA July 2004 - March 2012
Skills
Customer Oriented, Customer Satisfaction, Customer Retention, Customer Service, Customer Service..., Customer Service..., Computer Proficiency, Microsoft Excel, Access, Microsoft Word, Data Analysis, Outstanding time..., Management, Time Management, Employee Training, Insurance, Operations Management, Call Centers, Coaching, Training, Inventory Control, Forecasting, Team Leadership, Process Improvement, Team Building, Inventory Management, Purchasing, Sales Operations
Education
DeVry University 2010 — 2014
Staples August 2014 - Present
Kellogg Company February 2014 - August 2014
New York Life Insurance Company October 2012 - February 2014
Sherwin-Williams Paints July 2007 - October 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Outlook, Sales, Microsoft Excel, Microsoft Word, English, Windows, Research, Account Management, Pricing Strategy, Supply Management, Sales Prospecting, Qualifying Prospects, Prospect Research, Salesforce.com, Management, Financial Services, Financial Analysis, Financial Planning
Education
Delaware State University 2002 — 2007
Bachelor of Science (BS), Business Mangement
PepsiCo March 2007 - Present
Enterprise Rent-A-Car February 2004 - March 2007
New York Life Insurance Company January 2003 - February 2004
Education
Loyola University Maryland 2011 — 2015
Master of Business Administration (MBA), MBA
Delaware State University 2000 — 2003
Bachelor of Science (BS), Manager Information Systems