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,
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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
NYLIFE Securities LLC March 1986 - Present
New York Life Insurance Company June 1985 - Present
Pitt County Board of Education August 1984 - June 1985
Greene County Board of Education August 1977 - June 1984
Skills
Financial Services, Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Guaranteed Lifetime..., Variable Annuities, Fixed Annuities, College Education..., Health Insurance, Risk Management, Customer Service, Leadership, 401k Rollovers, Permanent Life Insurance, Term Life Insurance, IRAs, Business Insurance..., Insurance, Customer Insight, Long-Term Care Insurance, Customer Satisfaction
Education
East Carolina University 1976 — 1978
Master's Degree, Mathematics
East Carolina University 1973 — 1976
Bachelor's Degree, Mathematics
The American College 1989 — 2006
CLU, ChFC, CASL, CLTC, Insurance
Jacksonville High School 1970 — 1973
High School
OSC March 2014 - Present
DOT October 2013 - February 2014
Seeking Employment March 2012 - September 2013
New York Life Insurance Company 2004 - 2012
New York Life Insurance Company 1993 - 2004
New York Life Insurance Company 1988 - 1993
New York Life Insurance Company 1986 - 1988
Skills
SQL, Access, Account Reconciliation, Internal Controls, SAP HR, SAP R/3, Microsoft Excel, Microsoft Word, PowerPoint, TSO, Trend Analysis, SQL Reports, System Flows, Payroll Taxes, W2s, 1099 Preparation, System Testing, Journal Entry Prep, W2s & 1099s, System Documentation, Documentations, Accounts Payable, Accounting, Finance, General Ledger, Payroll, Financial Statements, Insurance
Education
Dowling College
Bachelor of Business Administration (BBA), Accounting
Suffolk County Community College
AAS, Accounting
Carpenter Group April 2014 - Present
City University of New York March 2014 - Present
HNW April 2012 - April 2014
New York Life Insurance Company August 2007 - March 2012
PepsiCo May 2006 - May 2007
Deloitte June 2002 - July 2005
Education
Duke University - Fuqua School of Business
MBA, Master of Business Administration
Virginia Polytechnic Institute and State University
Bachelor of Science
New York Life Insurance Company March 2012 - Present
Skills
Investments, Disability Insurance, Term Life Insurance, Strategic Planning, Annuities, Excel, Quickbooks, Financial Planning, Financial Analysis, Retirement Planning, Retirement, Strategic Financial..., Portfolio Management, Training, Mortgage Lending, Microsoft Excel, Leadership, Fixed Annuities, Finance, Insurance, Budgets, Financial Advisory, Financial Services, IRAs, Life Insurance, Long Term Care Insurance, Marketing, Mutual Funds, Securities, Small Business, Strategy, Wealth Management, Whole Life, Series 7, Long-term Care, Series 63, Asset Allocation, Wealth Management..., Personal Financial..., 401k, Variable Annuities, Investment Advisory, 401k Rollovers
Education
Dominican University of California 2010 — 2011
MBA, Global Strategic Management
Dominican University of California 2007 — 2009
B.A., Business Administration: Concentration: Finance
Shop-buddies.com August 2011 - Present
AllThatInternet.net August 2011 - Present
New York Life Insurance Company May 2010 - July 2011
Hudson Valley Federal Credit Union September 2006 - May 2010
Skills
Networking, Team Building, Wealth Management, Social Networking, Customer Service, Microsoft Excel, Business Networking, Training, Social Media Marketing, Online Advertising, Online Marketing, Marketing, Advertising, Coaching, Leadership, Real Estate, Public Speaking
Education
Marist College 2008 — 2012
Bachelor of Science (BS), Finance, General
Dutchess Community College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
New York Life Insurance Company 2008 - Present
American International Group 2001 - 2008
Fortis 1995 - 2000
Skills
Insurance, Actuarial Science, Risk Management, Investments, Fixed Income, Reinsurance, Financial Modeling, Life Insurance, Fixed Annuities, Portfolio Management, Financial Risk, Derivatives, Asset Management, Retirement, Financial Analysis, Financial Services, Enterprise Risk..., Valuation, Pensions, Equities, Investment Strategies, Strategic Financial...
Education
Georgetown University 1981 — 1982
MA, Linguistics
Duke University 1978 — 1981
BA, Mathematics
New York Life Insurance Company September 2015 - Present
Memorial Sloan-Kettering Cancer Center July 2013 - April 2015
Schaffer Consulting December 2010 - July 2013
PricewaterhouseCoopers September 2008 - December 2010
Duke Corporate Education July 2008 - August 2008
Duke Corporate Education July 2006 - July 2008
Duke Corporate Education July 2004 - July 2006
Baptist Health South Florida July 2003 - August 2003
Baptist Health South Florida June 2002 - August 2002
National Football League June 2001 - August 2001
Skills
Change Management, Culture Change, Workshop Facilitation, Knowledge Management, Vendor Management, Training, Business Intelligence, Stakeholder Management, Business Process..., Organizational..., Leadership Development, Management Consulting, Organizational..., Coaching, Leadership, Team Building, 360 Feedback, Public Speaking, Performance Improvement, Program Management, Process Improvement, Consulting, Business Strategy, Talent Management, Cross-functional Team..., Management, Project Management, CRM, Organizational Design, Analysis
Education
Teachers College of Columbia University 2006 — 2008
Master of Arts, Organizational Psychology
Duke University 2000 — 2004
Bachelor of Arts, Psychology
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2012 - Present
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Term Life Insurance
Education
New Mexico Highlands University 2007 — 2009
Business
Dodge City Community College 2005 — 2007
Business
Signature Consultants August 2010 - Present
Signature Consultants July 2008 - August 2010
Pelican Technology Partners June 2007 - June 2008
DHK Real Estate October 2006 - June 2007
New York Life Insurance Company September 2003 - October 2006
Pelican Technology Partners 2000 - 2003
SPC/Compuware 1997 - 2000
Anthem 1994 - 1997
Skills
Consulting, Contract Recruitment, Staff Augmentation, Staffing Services, SDLC, Internet Recruiting, Technical Recruiting, Benefits Negotiation, Recruiting, Applicant Tracking..., Information Technology, Talent Acquisition, Networking, Business Development, Cloud Computing, SharePoint, Temporary Staffing, Customer Satisfaction
Education
East Carolina University 1991 — 1994
BA, History/Political Science
Midlothian High School 1986 — 1990
New York Life Insurance Company June 2015 - Present
Scripps Networks Interactive Inc. September 2011 - May 2015
AT&T Emerging Technologies 2006 - 2011
Cox Communications 2009 - 2009
MediaOcean 2004 - 2006
Matrix Solutions 2002 - 2004
Pandira 2000 - 2002
Skills
Cloud Computing, Enterprise Architecture, Integration, ITIL, Data Center, Software Development, Vendor Management, Enterprise Software, IT Service Management, IT Strategy, System Architecture, SDLC, Virtualization, VMware ESX, Solution Architecture, Agile Methodologies, SaaS, Strategic Planning, Team Management, VMware, Networking, Strategy, Management, Customer Service, IT Management, Business Process, Architecture, Visio, Amazon Web Services..., Linux, Oracle, Communication, Active Directory, TOGAF, Servers, Storage, Architectures, SOA
Education
Duquesne University 1998 — 2002
BSBA
Van Winkle Insurance Group January 2012 - Present
New York Life Insurance Company May 2009 - January 2012
Skills
Retirement Planning, Insurance, Small Business, Long-term Care, Wealth Management, Life Insurance, Financial Advisory, Finance, Disability Insurance, Strategic Financial..., IRAs, Leadership, Long Term Care Insurance, Retirement
Education
Dordt College
Watson Groen
New York Life Insurance Company August 2013 - Present
Korea Ginseng Corp. USA February 2006 - March 2008
Montesquare Enterprise December 2002 - January 2006
Yale Logistics Inc November 2000 - December 2002
Shindo International Inc. June 1996 - October 2000
Saman International Inc. June 1988 - May 1996
Western Bank March 1987 - May 1988
KJ Mortgage Corp May 1985 - February 1987
Kunyang Enterprises US Branch March 1981 - April 1985
Korea Banking Institute (KBI) March 1979 - February 1981
Skills
Government Contracting, Tax Accounting, Financial Analysis, Management, Leadership, Analysis, Finance, Investments, Team Building, Insurance, Financial Services, Program Management, Project Management
Education
University of Southern California 1984 — 1985
Master of Public Administration (MPA)
West Coast University 1982 — 1984
Master of Science (MS), Finance and Financial Management
Korea University 1979 — 1981
Master of Business Administration (MBA), Business Law
Dongguk University 1975 — 1979
Bachelor of Arts (BA), Philosophy
Kyungbok High School 1972 — 1975
New York Life Insurance Company May 2015 - August 2015
Drake University September 2013 - May 2015
Northwestern Mutual May 2014 - August 2014
Skills
Time Management, Leadership, PowerPoint, Organization, Microsoft Word, Critical Thinking, Violin, Microsoft Excel, Actuarial Science, Communication
Education
Drake University 2012 — 2016
Bachelor of Science in Business Administration, Actuarial Science and Music, Senior
New York Life Insurance Company May 2012 - Present
Hy Vee January 2007 - May 2013
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, IRAs, 401k Rollovers, Health Insurance, College Education..., Fixed Annuities, Variable Annuities, Mutual Funds
Education
Dordt College 2009 — 2013
Bachelor of Arts (B.A.), Finance, Human Resources
Liberty Mutual Insurance December 2012 - Present
CUSO Financial Services, L.P. (Member FINRA/SIPC) May 2012 - September 2012
New York Life Insurance Company November 2007 - May 2012
NYLife Securities, LLC November 2007 - May 2012
Foresters December 2002 - November 2007
New England Financial 2000 - 2002
Skills
Retirement Planning, Property & Casualty..., Personal Lines Auto, Personal Lines Home, Umbrella Insurance, Life Insurance, Key Person Protection, Fixed Annuities, Securities, Wealth Preservation..., Series 7, Homeowners Insurance, Small Business, Disability Insurance, Insurance, Term Life Insurance, Homeowners, Financial Planning, Employee Benefits, Retirement, Sales, Customer Service, Investments
Education
Thornton High School
Westlake Jr. High
University of Northern Colorado
Business/Commerce
Doane College
Mass Communication/Media Studies
Future Fitness January 2013 - Present
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC November 2012 - Present
Skills
Wellness, Personal Training, Fitness, Lifestyle, Customer Service, Small Business, Retirement, Wealth Accumulation, Strategic Financial..., Retirement Planning, Mutual Funds, Series 6, 401k Rollovers, Insurance, Entrepreneurship, Investments, Estate Planning, Legacies, Multi-generational..., Multi-generational...
Education
Drexel University 1988 — 1992
Bachelor's degree, Marketing and Finance
Safe Guard Auto February 2015 - Present
Roberts Marketing Group May 2014 - Present
New York Life Insurance Company August 2012 - 2013
Senior Life Services February 2012 - August 2012
Stewart Enterprises August 2009 - October 2010
Service Corporation International November 2006 - August 2009
Skills
Sales Management, Cold Calling, Sales, Sales Process, Account Management, Sales Presentations, Customer Satisfaction, B2B, Customer Service, Customer Retention, New Business Development, Team Building, Selling, Retail, Marketing, Outside Sales, Coaching, Marketing Strategy, Telemarketing, Strategic Planning
Education
Webster University 1990 — 1992
Drury University 1982 — 1984
New York Life Insurance Company 2005 - Present
Skaflestad Communications 2002 - April 2005
Empire Blue Cross Blue Shield 1997 - 2002
National Grid 1996 - 1997
The Depository Trust & Clearing Corporation 1995 - 1996
Pfizer 1993 - 1995
Altria 1985 - 1993
McGraw Hill Construction 1983 - 1985
Skills
Internal Communications, Corporate Communications, Marketing Communications, Strategic Planning, Strategic Communications, Insurance, Crisis Communications, Marketing Strategy, Integrated Marketing, Communication Training, Social Media, Marketing, Public Relations, Strategy, Creative Direction, Leadership, Copywriting, Editorial, Newsletters, Management, Employee Engagement, Sales, Direct Marketing, Social Media Marketing, Advertising, Strategic Partnerships, Digital Marketing, Digital Media, Brand Development, Content Strategy, Content Development, Thought Leadership, Press Releases, Financial Services, Magazines, Speech Writing, Corporate Branding, Content Management, Communications Planning, Publishing, Email Marketing, Web Content, Interactive Marketing, Direct Mail
Education
New York University
M.A., Communication
Drew University
B.A., English
Mountain Lakes High School
New York Life Insurance Company
Skills
Retirement Planning, College Education..., General Securities..., Investment Strategies, Life Insurance, Fixed Annuities, Variable Annuities
Education
East Carolina University - College of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
East Carolina University 1995 — 1999
Bachelor of Science (B.S.), Clinical Laboratory Science/Medical Technology/Technologist
Dowling College October 2014 - Present
Goucher College September 2012 - May 2013
Goucher College September 2010 - May 2013
LifePath, Inc. May 2009 - May 2013
New York Life Insurance Company February 2013 - April 2013
McDonald's Corporation May 2010 - August 2010
Tween Brands September 2008 - June 2009
Skills
Organization, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Microsoft Excel, Social Networking, Cpr Certified, Public Speaking, Customer Service, Editing, Fundraising, Student Affairs, Event Planning
Education
Dowling College 2015 — 2017
Master's degree, Management and Leadership
Goucher College 2009 — 2013
Bachelor of Arts (B.A.), Sociology/Business
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. November 2014 - Present
Wells Fargo Advisors, LLC November 2012 - November 2014
Lincoln Financial Group June 2011 - September 2011
Prudential Financial November 2005 - June 2011
Principal Financial Group May 2003 - November 2005
MetLife June 1999 - May 2003
New York Life Insurance Company June 1996 - May 1999
CIGNA Retirement June 1995 - May 1996
Principal Financial Group June 1992 - May 1995
Skills
Defined Contribution, Retirement Plan..., Defined Benefit, 401k, Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Equities, Bonds, Alternative Investments, Deferred Compensation, Fiduciary Services, Asset Allocation, Pensions, Series 7, Investment Advisory
Education
Drake University 1989 — 1992
BS, Corporate Finance, Economics
University of Delaware 1988 — 1989
Finance, Economics, International Studies
Allianz Global Investors Center for Behavioral Finance
Certified Behavioral Financial Analyst, Behavioral Finance
PhiGEM Parts January 2010 - Present
Adam Medical Sales November 2003 - December 2009
New York Life Insurance Company February 2003 - September 2003
CA Technologies June 2002 - February 2003
CA Technologies November 1999 - June 2002
EXPRESS August 1994 - November 1999
Skills
Account Management, New Business Development, Sales, Medical Devices, Sales Management, Salesforce.com, Team Building, Strategic Planning, Direct Sales, Healthcare, Process Improvement, Competitive Analysis, Enterprise Software, Strategic Partnerships, Customer Satisfaction, Radiology, Medical Imaging, Cross-functional Team..., Sales Operations, Hardware Diagnostics, Product Launch, Contract Negotiation, Product Development, Capital Equipment, Digital Imaging, Pricing, Market Development, MRI, Healthcare Industry, Operating Room, Cardiology, Healthcare Information..., P&L Management
Education
Dowling College 1994 — 2001
BBA, Finance
New York Life Insurance Company November 2014 - February 2015
USM, Inc. October 2012 - December 2013
Richard Vitabile Architects, PC April 2006 - April 2011
Deborah Muth, Architect October 2003 - April 2006
Quad Three Group, Inc June 2002 - September 2003
Skills
Customer Service, Construction, Leadership, Construction Management, Management, Project Management -..., Planning and Design, Construction..., Organization & Time...
Education
Drexel University
Bachelor of Architecture
Tyler School of Art, Temple University
Bachelor of Fine Arts
Pacific Life Insurance Company August 2007 - Present
AXA Distributors 2005 - 2007
New York Life Insurance Company 2004 - 2005
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Series 7, Series 63, 401k, Public Speaking, Consultative Selling, Brainshark, Financial Institutions..., Income Planning, Income Protection, Legacy Strategies
Education
Drew University 1999 — 2003
Bachelor's degree, Political Science and Government
New York Life Insurance company August 2012 - Present
Assurity Life Insurance March 2012 - July 2012
Assurity Life Insurance August 2005 - March 2012
Skills
Customer Service, Insurance, Banking, New Business Development, Accounting, Filing, Document Imaging, Underwriting, Digital Imaging, Marketing, Microsoft Office, Advertising, Sales, Outlook, Adobe Creative Suite, PowerPoint, Training, Microsoft Excel, Life Insurance, Social Media Marketing, System Administration
Education
Doane College
Bachelor of Arts, Business Administration
Southeast Community College 2005 — 2008
Academic Transfer program
New York Life Insurance Company August 2012 - Present
Law Offices of Steven H. Rubin July 1991 - Present
Skills
Estate Planning, Family Law, insurance, Wills, Trusts, Estate Tax Planning, Estate Administration, Powers of Attorney, Insurance, Mediation, Investments, Arbitration, Courts, Legal Assistance, Dispute Resolution, Long-term Care, Legal Issues, Securities, Bankruptcy, Corporate Governance, Attorneys, Litigation Support, Retirement Planning, Licensing
Education
Villanova University School of Law 1990 — 1993
Master of Laws (LL.M.), Taxation
Syracuse University College of Law 1987 — 1990
JD
Drexel University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Boys and Girls Club of the Greater West Plains Area April 2013 - Present
Source One Digital December 2011 - March 2013
Branson/Lakes Area Chamber of Commerce and CVB July 2011 - December 2011
Edward Jones July 2010 - August 2010
New York Life Insurance Company June 2009 - October 2009
Info Tube June 2007 - July 2007
Skills
Golf Instruction, Public Speaking, Direct Sales, Sales Process, Advertising, Social Media, Event Planning, Social Media Marketing, Event Management, Public Relations, Marketing Strategy, Customer Service, Marketing, Adobe Creative Suite, Graphic Design, Direct Mail
Education
Drury University 2007 — 2011
Bachelor of Business Administration, Marketing, Management and Global Studies
Delta-T Group December 2014 - Present
J.W. Pepper & Son July 2013 - August 2014
New York Life Insurance Company August 2012 - January 2013
Drexel University March 2010 - June 2012
School District of Philadelphia March 2010 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Event Planning, Customer Service, Teamwork, Editing, Facebook, Market Research, Fundraising, Microsoft Publisher, Spanish, Access
Education
Drexel University - College of Business and Administration 2007 — 2012
B.S., Business Admnistration, concentration in International Business
The Philadelphia High School for Creative and Performing Arts 2002 — 2006
High School Diploma, Creative Writing
Smoker & Company January 2012 - Present
AXA Advisors March 2007 - September 2010
New York Life Insurance Company March 2005 - February 2007
Skills
Management Consulting, Business Strategy, Change Management, Business Analysis, Business Process..., Strategic Planning, Business Planning, Project Management, Business Transformation, Program Management, Business Development, Process Improvement, Customer Service
Education
Drexel University - College of Business and Administration 1998 — 2002
BS, Finance and Financial Management Services
Bishop Hafey
Cleary Gottlieb Steen & Hamilton LLP October 2012 - Present
The Greater Hudson Valley Family Health Center, Inc. January 2010 - October 2012
New York Life Insurance Company September 2009 - December 2009
Skills
Microsoft Office, Human Relations, Human Resources, Health Insurance, Employee Benefits, Benefits Administration, Employee Relations, Employee/Labor Relations, Workday, ADP, Great Plains Software, COBRA, STD, LTD, FSA, E-trac, New York State Labor..., Unemployment, Contract Management, Contract Negotiation, HRIS Database Management, Applicant Tracking..., ADP Payroll
Education
SUNY Stony Brook 2005 — 2009
Bachelor of Arts, Sociology/Business Administration
Dutchess Community College 2004 — 2007
Associate of Science, Business Administration
New York Life Insurance Company December 2014 - Present
Greater Newark Enterprises Corporation August 2014 - Present
Black River Wealth Management LTD June 2014 - August 2014
Montclair Capital Group March 2013 - June 2014
Drew University August 2013 - May 2014
Domino's Pizza February 2012 - January 2014
Greater Newark Enterprises Corporation June 2013 - December 2013
Skills
Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Analysis, Research, Social Networking, Data Analysis, Social Media, SPSS, Community Outreach, Fundraising, Leadership
Education
Drew University 2010 — 2014
Economics and Biology
World Trade Center of Greater Philadelphia August 2012 - Present
New York Life Insurance Company June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning
Education
Drexel University 2011 — 2015
Bachelor of Business Administration (B.B.A.), International Finance
Drexel University - LeBow College of Business 2011 — 2015
New York Life Insurance Company September 2015 - Present
Osprey Software Inc. February 2015 - Present
Dot Products, LLC December 2014 - Present
R August 2014 - Present
JFCS March 2014 - Present
Kraematon Investment Advisors November 2012 - Present
MAK Technologies February 2009 - September 2009
Highland Capital Management, L.P. January 1997 - September 1997
BBN Technologies December 1994 - December 1996
Skills
PowerPoint, Event Planning, Research, Event Management, Social Media
Education
Drake University
Associate's degree, Busines
Lesley College
New York Life Insurance Company March 2013 - Present
Credit Suisse October 2012 - March 2013
Ability Beyond Disability June 2009 - January 2013
Laerdal Medical May 2011 - January 2012
Greenbaums &Gilhooley's January 2007 - March 2010
Tony's Pizzeria April 2003 - January 2007
Skills
SPSS, Basic Spanish, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Start-up Consulting, Event Planning, Analysis, Accounting, Team Leadership, Research, Customer Service, Marketing, Spanish, Teamwork, Non-profits, Budgets, Leadership, Fundraising, Healthcare, Nonprofits, Time Management
Education
Mount Saint Mary College 2010 — 2012
Bachelors, Business Administration and Management, General
Dutchess Community College 2006 — 2009
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities
John Jay Senior High School 2002 — 2006
High School; General
Northwestern Mutual June 2014 - Present
Northwestern Mutual September 2011 - Present
Northwestern Mutual January 2014 - May 2014
Northwester Mutual November 2013 - March 2014
Northwestern Mutual 2011 - 2014
Lincoln Investment Planning May 2007 - April 2011
National City Bank July 2005 - May 2006
JP Morgan Chase June 2004 - May 2006
New York Life Insurance Company January 2002 - March 2004
Sanford Rose Associates - Ft. Laouderdale January 2000 - December 2003
Skills
Investments, Series 63, Life Insurance, Retirement, Series 7, Asset Managment, Strategic Financial..., Fixed Annuities, Insurance, Mutual Funds, Alternative Investments, Wealth Management, Investment Management, Securities, Retirement Planning, Finance, Wealth Accumulation, Long-term Care, Small Business, 401k, IRAs, Disability Insurance, Financial Advisory, Banking, Financial Services, Asset Management, Asset Allocation, Estate Planning, Uniform Combined State..., Financial Planners, Risk Management
Education
Earlham College 1969 — 1973
BA, Political Science/English Literature
Indiana University Bloomington 1972 — 1972
none, Political Science
Cigna September 2015 - Present
CIGNA March 2011 - September 2015
Morgan, Lewis & Bockius LLP March 2010 - September 2010
Hay Group March 2009 - September 2009
New York Life Insurance Company November 2006 - January 2007
Skills
Performance Reporting, Ad Hoc Reporting, Data Analysis, Salesforce.com, Data Management, Data Mining, Outlook, Microsoft Office, Adaptability, Data Entry, Research, MS Excel Pivot Tables, Microsoft Excel, Market Research, CRM, Databases
Education
Drexel University 2007 — 2012
Bachelor of Science (BS), Finance & Entrepreneurship
Eagle Strategies, LLC September 2001 - Present
NYLIFE Securities LLC February 1986 - September 2001
New York Life Insurance Company October 1985 - February 1986
KTVK TV January 1984 - October 1985
Skills
Wealth Preservation..., Estate Planning, Retirement Planning, Multi-generational..., Asset Protection, 401k Rollovers, Insurance, Investments, Succession Planning, Small Business, Key Person Protection
Education
The American College 2001 — 2003
Chartered Life Underwriter
The American College 1994 — 2001
Chartered Financial Consultant
Drake University 1972 — 1976
Bachelor's Degree, Broadcast Journalism
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2014 - Present
Nachlis Insurance Services 2014 - Present
AT&T Wireless July 1998 - February 2008
Nachlis Furniture 1984 - 1992
Skills
Insurance, Small Business, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Medicare, Sales, Fixed Annuities, Finance, Term Life Insurance, Marketing, Retirement, Investments, Employee Benefits, Financial Services, Sales Management, Retirement Planning, Estate Planning, Direct Sales, Customer Retention, Business, IRAs, Rollovers, Succession Planning, Protection..., Selling, Key Person Insurance, Training, IRA Rollovers, Long-Term Care Insurance
Education
Drexel University 1975 — 1979
Drexel University
Vanguard June 2014 - Present
Drexel University's LeBow College of Business June 2012 - Present
Vanguard December 2012 - June 2014
New York Life Insurance Company July 2009 - December 2012
PENN Capital Management April 2008 - July 2009
Susquehanna International Group (SIG) September 2006 - April 2007
Skills
Annuities, Mutual Funds, Personal Finance, Investments, Retirement Planning, Estate Planning, Financial Planning, Public Speaking, Event Planning, ETFs, Financial Advisory, Sales, Wholesale, Finance, Financial Services, Fixed Annuities, Retirement, Securities, Strategic Financial..., Asset Allocation, Series 7, Series 63, 401k, IRAs, Wealth Management, Series 6, Trading, Options, Investment Strategies, Investment Advisory, Financial Planners, Equities, Bloomberg, Investment Management, Bonds, Financial Modeling, Capital Markets, Life Insurance, Fixed Income, Asset Management, Economics, Financial Markets, FINRA, Wealth Management...
Education
Drexel University - LeBow College of Business 2009 — 2010
MBA, Economics
Drexel University - LeBow College of Business 2005 — 2009
B.S. In Business Administration, Finance
Rassler Financial Strategies July 2013 - Present
New York Life Insurance Company October 2009 - Present
NYLIFE Securities LLC October 2009 - Present
Eagle Strategies LLC August 2012 - Present
Mahoney and Associates October 2009 - Present
Family Wealth Counselors, Inc. 1996 - Present
Skills
Estate Planning, Retirement, Insurance, Financial Services, Strategic Planning, Fundraising, Non-profits, Long-term Care, Trusts, Nonprofits, Team Building, High Net Worth..., Leadership, Planned Giving, Life Insurance, Leadership Development, Asset Protection, Business succession..., Buy-sell Agreements, Creative Problem Solving, Gifting Strategies, Legacy Planning, Multi-generational..., Wealth Preservation..., Wealth Transfer..., Chartered Life...
Education
Duke University School of Law 1980 — 1983
JD, Law
Miami University 1975 — 1979
BS, Finance
The American College
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company November 2011 - Present
Resolution Financial, LLC July 2008 - October 2011
Home Option, Inc. January 2007 - June 2008
Irwin Home Equity Corporation 1994 - January 2007
Irwin Financial Corporation July 1990 - 1994
LaSalle Partners, Ltd. 1989 - 1989
Golembe Associates, Inc. 1986 - 1988
Skills
Retirement Planning, Wealth Transfer..., Lifetime Income..., Investments, Estate Planning, Business Succession..., IRA / 401K Rollovers, Creative Problem Solving, Asset Protection, Life Insurance..., Strategic Planning
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, Business Administration
Duke University 1982 — 1986
AB, Economics
New York Life Insurance Company February 2015 - Present
Dicorcia Mason Contractors 2010 - Present
MB&L Parking Solutions June 2009 - January 2011
Skills
Construction, Concrete, Microsoft Word, Customer Service, Teamwork, Time Management, Sales, Social Media, Negotiation, Customer Satisfaction, Research, Social Networking, Communication
Education
Hudson Valley Community College 2010 — 2011
Foods, Nutrition, and Wellness Studies, General
Dutchess Community College
Criminology
SuranceBay March 2014 - Present
Delaware North Companies March 2013 - Present
Zucessa April 2012 - Present
EXOPC March 2011 - April 2012
New York Life Insurance Company May 2000 - March 2011
Warner Bros. Studios May 1996 - May 2000
Skills
DOC1, Copywriting, Graphic Design, Quality Assurance, Customer Service, Video Editing, Audio Editing, Business Intelligence, SharePoint, Software Project..., Logo Design, Web Design, Retail Category..., Retail Sales, Technology, Computer Hardware, Computer Repair, Captivate, Vendor Management, Visio, Databases, Photoshop, IT Management, SDLC
Education
Duquesne University 1995 — 1996
Business/Commerce, General
New York Life Insurance Company July 2006 - Present
Drew University 2003 - 2006
Drew University June 2005 - September 2005
Ciao Bella Gelato July 2004 - February 2005
Skills
Assembler, JCL, COBOL, TSO, Java, Mathematics, VSAM, Mainframe, Business Analysis, Accounting, z/OS, Assembly Language, IBM Mainframe, Microsoft Excel, Microsoft Word, Investments, Programming, Programming Languages, Resource Estimation, Employee Training, Peer Tutoring, Problem Solving, Root Cause Problem..., Project Estimation
Education
Drew University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science
Delaware Academy 1999 — 2002
Grades 9 - 12
New York Life Insurance Company September 2009 - Present
New York Life Insurance Company May 2008 - September 2009
Skills
Insurance, Life Insurance, Fixed Annuities, Recruiting, Employee Benefits, Time Management, Marketing, Sales
Education
Dordt College 2004 — 2008
Bachelor's Degree, Business
New York Life Insurance Company January 2015 - Present
Guardian Life February 2010 - December 2014
Guardian Life February 2010 - January 2013
New York Life Insurance Company January 2008 - February 2010
New York Life Insurance Company January 2008 - December 2008
New York Life Insurance Company January 2005 - December 2007
New York Life Insurance Company January 2004 - December 2004
New York Life Insurance Company January 1998 - December 2003
New York Life Insurance Company January 1998 - January 1998
Skills
Permanent Life Insurance, Life Insurance, Disability Insurance, College Funding..., Cash Value, Investments, Estate Planning, Business Planning, Retirement Planning, Group Benefit Plans, Leadership Development, Product Development, Product Management, Strategic Leadership, Marketing, Competitive Intelligence, Contract Management, Underwriting, Educational Leadership, Executive Management, Sales Management, Compliance
Education
Duke University 1994 — 1997
Bachelor of Arts (B.A.), Economics
TechLink Systems Inc. April 2015 - Present
TechLink Systems January 2013 - April 2015
Tri-State Region October 2012 - January 2013
Global Employment Solutions December 2011 - September 2012
Global Employment Solutions June 2008 - December 2011
Wilmington Finance January 2007 - May 2008
The Vanguard Group April 2000 - October 2006
New York Life Insurance Company 1999 - 2000
Skills
Customer Relations, People Management, Consultative Selling, New Business Development, Relationship Management, Financial Services, Business Networking, Information Technology, Human Resources, Business, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Talent Acquisition, Benefits Negotiation, Contract Recruitment, Sourcing, Executive Search, Permanent Placement, Management, Business Development, Leadership, Sales, Recruiting, Customer Service, Consulting, Business Relationship..., Outsourcing, Personnel Management, College Recruiting, Temporary Placement, Staffing Services, Vendor Management, Interviews, Screening Resumes, Cold Calling, Selling, Staff Augmentation, Screening, Puppetry, Latin Dance
Education
Drexel University - Lebow College of Business 1992 — 1997
B.S., Operations Management
Central High School 1988 — 1992
Diploma, Math and Science
New York Life Insurance Company June 2014 - Present
TL Management Inc. 2011 - 2012
Valu-Plus Inc. 2006 - 2011
Valu-Plus Inc. 2003 - 2006
Skills
Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Licensed in Long Term..., 401k Rollovers, Education funding..., Personal Finance, Annuity Sales, Asset Protection, Buy-sell Agreements, Grandchild Gifting, Estate Planning, IRA Rollover, Lifetime Income Strategy, Risk Management, Small Business
Education
Drexel University 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Schiller International University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
Avenue Wealth, LLC July 2014 - Present
Eagle Strategies, LLC October 2013 - Present
New York Life Insurance Company July 2011 - Present
Education
East Carolina University
Bachelor of Science in Business Administration, Financial Services
Cozen O'Connor September 2014 - March 2015
Berns Communications Group September 2013 - March 2014
New York Life Insurance Company May 2013 - July 2013
Rita's Italian Ice September 2012 - March 2013
Skills
Social Media Marketing, Event Planning, Social Media, Microsoft Office, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Social Networking, Marketing, Public Relations, Photoshop, Time Management, Access, Management
Education
Drexel University 2011 — 2016
Bachelor of Arts (B.A.), Corporate and Public Relations, Minor in Marketing, Pre-Junior
Penncrest High School 2007 — 2011
High School Diploma
New York Life Insurance Company August 2012 - Present
Bois D'Arc Fire Protection February 2011 - Present
Allied Waste September 2006 - April 2012
Skills
Customer Service, Customer Retention, Sales, Horses, Taekwondo, Building Relationships, Firefighting, Environmental..., Problem Solving, Disaster Recovery
Education
Drury University 1990 — 1992
N/A, General Studies
Cabool High School 1985 — 1989
Washington County Board of Realtors January 1985 - Present
Real Estate Professionals, LLC July 1974 - Present
Dixie State College 1994 - 1995
New York Life Insurance Company August 1977 - January 1981
Education
College of Southern Idaho 1995 — 1995
Utah State University 1974 — 1978
Real Estate Sales, Brokerage, & Appraisals
Dixie State University
Ferguson Financial Group (FFG) June 2000 - Present
New York Life Insurance Company June 2000 - Present
Eagle Strategies, LLC June 2000 - Present
The Nautilus Group June 2000 - Present
Union Planters Bank May 1997 - May 2000
CIGNA & CMC April 1994 - April 1997
United States Marine Corps January 1981 - April 1985
Skills
Insurance, Retirement, Life Insurance, Term Life Insurance, Small Business, Estate Planning, Sales, 401(k) Rollovers, IRA Rollovers, Gifting Strategies, Building Relationships, Customer Satisfaction, Charitable Giving, Business Succession...
Education
National University 1981 — 1984
BBA, Business/Finance
Duke University 1979 — 1980
Business Mangement/Finance
Lindbergh High School
NuKor LLC - www.TheAsuteCoach.com 2010 - Present
Urban Vibe Developers 2002 - 2011
New York Life Insurance Company 1994 - 2002
Innovative Business Solutions 1991 - 1994
Skills
Coaching, Strategic Planning, Organizational..., Executive Coaching, Small Business, Performance Management, Change Management, Leadership Development, Business Planning, Business Strategy, Team Building, Mentoring, Customer Relations, Public Speaking, Customer Service, Organizational..., Staff Development, Change Leadership, Team Leadership, Management Consulting, Emotional Intelligence, Management Development, Strategy Development, Employee Engagement, Instructional Design, Employee Training, Workshop Facilitation, Recruiting, Strategy, Entrepreneurship, Talent Management, Organizational Design, Culture Change, Leadership, Succession Planning, Employee Relations, Career Development, Personnel Management, Training, Policy, Consulting, Executive Development, E-Learning, Program Management, Employee Benefits, MBTI, Management, Personal Development, Strategic Thinking, Conflict Resolution
Education
College of Executive Coaching 2011 — 2012
Executive Coaching Certification, Business
Drexel University
Master's Degree, Human Resource Development - Business, 3.8
University of Phoenix
Bachelor's Degree, Organizational Innovation
Temple University Health System July 2001 - Present
Lodge 9 2011 - 2011
Penn Engineering May 2000 - May 2001
Quatro Systems Inc. May 1998 - November 1999
General Motors Commercial Mortgage April 1999 - September 1999
Electronic Data Services (EDS) July 1996 - May 1998
New York Life Insurance Company January 1994 - June 1996
Skills
Scripting, Deployment, Workstations, Software Installation, Laptops, Servers, Desktop Support, XP, Hardware, Patch Management, Printers, Integration, Application Packaging, Computer Hardware, NT 4.0, Automation, Requirements Analysis, Notebooks, Altiris, Documentation, Troubleshooting, Active Directory, Administration, Windows, Operating Systems, Microsoft Office, Blackberry, A+ Certified, Windows Server, Windows Server 2003, Windows 7, Group Policy, Problem Solving, Customer Service, Windows Server 2008, Mac, DNS, VMware, VMware ESX, VMware Workstation, N+ Certified, Technical Support, IT Management, Windows XP, Software Documentation, Microsoft Exchange, System Deployment, Dell Computers, Networking, System Administration
Education
Drexel University 1988 — 1995
Bachelor of Science, Computer Information Systems
Lower Moreland High School 1984 — 1988
High School Diploma, College Preperation
New York Life Insurance Company April 2015 - Present
Staples 2009 - Present
Skills
Finance, Management, Retirement, Analysis, Insurance, Customer Service, Sales, Marketing, Tax
Education
Dover Business College 1984 — 1986
Business Administration and Management, General
New York Life Insurance Company July 2015 - Present
Sleep Insights June 2005 - June 2015
Strong Memorial Hospital January 2003 - May 2005
Skills
Life Insurance, Financial Services, Fixed Annuities, Retirement Planning, Customer Relations, Asset Protection
Education
Durham Technical Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Respiratory Care Therapy/Therapist
State University of New York College at Fredonia 1990 — 1992
Bachelor of Business Administration (BBA), Finance, General
Monroe Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company June 2015 - Present
Town and Country Apartments / Country Club Apartments June 2006 - Present
SUNY DCC August 2014 - June 2015
New York State Police January 2014 - May 2014
Porter and Chester Institute August 2013 - November 2013
Porter and Chester Institute August 2012 - February 2013
Chelsea Piers CT June 2012 - August 2012
Planet Fitness January 2005 - June 2012
St. Bonaventure University August 2010 - May 2011
New York State Board of Education September 2004 - January 2009
Skills
Public Speaking, Marketing, Management, Event Planning, Sales, Teaching, Interviews, Social Networking, Time Management, Budgets, Fundraising, Leadership, Training, Microsoft Excel, Leadership Development, Curriculum Development, Team Building, Social Media, Sports, Community Outreach, Student Affairs, Higher Education, Career Counseling, Personal Training, Tutoring, Sales&Marketing, Hiring Employees, Admissions, Administrative..., Special Needs Counseling, Customer Service, Coaching, Microsoft Office, Staff Development, PowerPoint, Strategic Planning, Communication, Public Relations, Recruiting, Research, Team Leadership, New Business Development, Hiring
Education
New York State Police Academy 2014 — 2014
New York State Trooper
Saint Bonaventure University 2009 — 2011
Elementary Education and Special Education, 3.5 GPA
Dutchess Community College 2004 — 2007
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies, 3.3 GPA
New York Life Insurance Company May 2015 - Present
Skills
401k Rollovers, Life Insurance..., Retirement Planning, Long Term Care Insurance, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Education funding..., Key Person Protection, Universal Life, Employee Benefits
Education
Dowling College 2009 — 2013
BBA, finance, accounting
eihs
For Healthy Mind, Body & Spirit January 2015 - Present
Thrivent Financial for Lutherans July 2011 - February 2013
New York Life Insurance Company 2009 - 2010
Skills
Retirement, Financial Services, Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Disability Insurance, Insurance, Investments, Life Insurance, Finance, Term Life Insurance
Education
dominican college 1986 — 1989
Dominican College of Blauvelt
Communications
Fashion Institute of Technology
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, Fixed Annuities, Insurance, Long-term Care, Retirement, 401 (k) Rollovers, Annuity Sales, Protection..., Licensed Life Insurance..., Key Person Protection, Financial Services, Securities, Analysis, Mutual Funds, Disability Insurance, Term Life Insurance, Estate Planning, 401k, Finance, Life Insurance, IRAs, Health Insurance, Roth IRA, Investments, 401k Rollovers, FINRA, Series 6, Employee Benefits, Whole Life, Variable Annuities, Licensed in Long Term...
Education
Doane College 2004 — 2008
Bachelor of Arts, Business Management
United Capital Financial Advisers, LLC January 2015 - Present
United Capital Financial Partners, Inc June 2012 - December 2014
The Householder Group December 2006 - June 2012
The Householder Group April 2008 - November 2009
The Householder Group December 2006 - April 2008
Schwab Institutional (now Charles Schwab Advisor Services) April 2004 - April 2005
New York Life Insurance Company August 2001 - January 2004
Auctionwatch.com (now Vendio Services, Inc.) June 2000 - August 2001
Petstore.com January 2000 - May 2000
Panamax January 1994 - 1999
Skills
Marketing Strategy, Growth Strategies, Sales Strategy, Lead Generation, Customer Segmentation..., Business Planning, Financial Advisory, Analytics, Marketing Automation, Digital Marketing, Email Marketing, Management, Salesforce.com..., Business Coaching, Sales Management, Relationship Management, Marketing, Direct Marketing, Strategy, Leadership, Marketing Communications, Wealth Management, CRM, Customer Retention, Social Media Marketing
Education
Dominican University of California
B.A., Psychology
New York Life Insurance Company 2014 - Present
Education
Duquesne University 2000 — 2004
Bachelor's degree business management, Business, Management, Marketing, and Related Support Services
PartsBase.com August 2011 - Present
New York Life Insurance Company March 2007 - July 2011
Skills
Contract Negotiation, Customer Retention, Sales, Account Management, Sales Management, Business Development, Customer Service, Sales Process, Direct Sales, New Business Development, Cold Calling, Selling, Solution Selling, Salesforce.com, Lead Generation, Leadership, Negotiation, Management
Education
Drew University
Bachelor of Arts (B.A.), Economics
Lighthouse Academies June 2015 - Present
The School District of DeSoto October 2013 - June 2015
Imagine Schools Non-Profit April 2008 - August 2013
S'Platters Pottery Painting Place May 2000 - April 2009
Marketing Associates USA September 1998 - April 2000
Verizon Data Services July 1997 - August 1998
New York Life Insurance Company January 1996 - July 1997
Blue Cross Blue Shield of Florida March 1991 - December 1995
Colonial Penn Life Insurance September 1986 - January 1991
Newsnet January 1985 - September 1986
Skills
Budgets, Strategic Planning, Business Planning, Financial Analysis, Marketing, Accounting, Team Building, Financial Reporting, Management, Marketing Strategy, Strategy, Accounts Payable, Coaching, Leadership, Internal Controls, Payroll, Program Management, Public Relations, Time Management, Advertising, Small Business, Problem Solving, Budgeting, General Ledger, Financial Accounting, Forecasting, Microsoft Office, Managerial Finance, Financial Management, Compliance, Analysis, Public Speaking, Social Media, Microsoft Excel, Finance, Microsoft Word, Microsoft Publisher, PowerPoint, Nonprofits
Education
Drexel University - College of Business and Administration 1983 — 1985
Master of Business Administration, Marketing
University of South Florida Sarasota-Manatee 2010 — 2012
Bachelor's degree, Accounting
The College of William and Mary 1978 — 1981
Bachelor's degree, Fine and Studio Arts
Robin Labb Jewelry August 2014 - Present
New York Life Insurance Company May 2013 - January 2014
J.J. Farber Lott-man Co. Inc. July 2012 - January 2013
Skills
Event Management, Event Planning, Interviews, Accounts Receivable, Telephone Skills, Leadership, Team Leadership, Social Entrepreneurship, Entrepreneurship..., Coordinating Events, Social Media, Social Networking, Social Skills, Advertising, Organizational..., Recruitment Advertising, Highly detail oriented, Bilingual-English/Spanis..., Microsoft Word, Microsoft Excel, Microsoft Office, Adobe, QuickBooks
Education
Dominican College of Blauvelt 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company 2015 - Present
CenterPointe 2014 - 2015
Conifer Health Solutions 2014 - 2015
Skills
Insurance, Customer Service, Investments, Financial Services, Marketing, Sales, Life Insurance, Retirement Planning, Leadership, Microsoft Office, Risk Management
Education
Doane College 2009 — 2013
Bachelor’s Degree, Psychology with an emphasis in Mental Health, Biology
Lincoln Southwest High School
New York Life Insurance Company 2009 - Present
New York Life Insurance Company 2003 - 2009
Deutsche Bank 1999 - 2001
Deutsche Bank 1997 - 1999
Deutsche Bank 1996 - 1997
Skills
Strategic Financial..., Marketing, Marketing Strategy, Bonds, Process Improvement, Emerging Markets, Forecasting, Financial Modeling, Retirement Planning, Advertising, Competitive Analysis, Long Term Care Insurance, Marketing Communications, Market Analysis, Business Strategy, Collateral Materials..., Events Coordination, Sales Promotion
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (MBA)
Franklin & Marshall College 1992 — 1996
BA, Business-Government
Turtle Beach July 2015 - Present
The Forum Group August 2014 - June 2015
Accountemps October 2013 - August 2014
Institutional Investor Journals - The Voices of Influence May 2013 - September 2013
borro December 2012 - April 2013
New York Life Insurance Company March 2012 - November 2012
Enterprise Rent-A-Car February 2009 - March 2012
Skills
Recruiting, Leadership, Management, Sales, Customer Service, Marketing, Training, Microsoft Office, Sales Management, Finance, Time Management, Cold Calling, Selling, Employee Training, Account Management, Business Development, CRM, Staffing Services, Insurance, QuickBooks, Sales Process, Salesforce.com, Temporary Staffing, Human Resources, Employee Benefits, Benefits Administration, Compensation & Benefits, Compensation, Sales Compensation, Compensation Planning, COBRA, Employee Handbooks, HR Policies, Global Human Resources..., Human Resource Planning
Education
Marist College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.78
Dutchess Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities, 3.2
New York Life Insurance Company August 2015 - Present
A Southern Season March 2015 - August 2015
AL Beverage Consultants January 2015 - March 2015
Juice Wine Purveyors January 2012 - January 2015
Mutual Distributing January 2001 - February 2011
Mutual Distributing June 1996 - April 2001
Skills
Wine Tasting, Wine, Sales, Brand Management, Beverage Industry, Import, Alcoholic Beverages, Wineries, Sales Operations, Export, Forecasting, Management, Pricing, Inventory Management, FMCG, Logistics Management, International Logistics, Shipping, International Trade, Key Account Development, Restaurants, Market Planning, Food, Food Pairing, Event Planning, Sales Management, Negotiation, Trade Marketing, Marketing Strategy, New Business Development
Education
Duke University 2006 — 2007
No Official degree at Duke, I attended my Father's Poetry classes as was allowed., Poetry and English Lit., Superb, I am his daughter after all, I loved and relished the subject matter.
UNC-G 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government/History, Cum Laude
UNC-G 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government & Communications, Cum Laude
New York Life Insurance Company October 2013 - Present
NAIC September 2012 - September 2013
Aviva June 2011 - September 2012
Aviva March 2008 - May 2011
Iowa Insurance Division February 2006 - February 2008
Principal Financial Group June 1999 - August 2004
Skills
Structured Finance, M&A experience, Joint Ventures, Private Equity, Software Licensing, Intellectual Property, Commercial Transactions, E-commerce, General Corporate..., Mergers & Acquisitions, Corporate Law, Securities, Privacy Law, Corporate Governance, Licensing
Education
Drake University Law School 2001 — 2005
Juris Doctor
University of New Orleans 1997 — 1999
Master of Business Administration
University of Mumbai 1993 — 1996
Bachelor of Commerce, Accounting
Lovell Stewart Halebian Jacobson LLP April 2014 - Present
Lovell Stewart Halebian Jacobson LLP February 2012 - March 2014
Bernstein Litowitz Berger & Grossmann LLP February 2012 - February 2012
Labaton Sucharow LLP January 2012 - February 2012
Louis Burke PC August 2009 - December 2011
Cosmic Cantina September 2003 - June 2007
New York Life Insurance Company June 2003 - August 2003
Skills
Commodities Litigation, Commodity Exchange Act, Federal Court Litigation, Legal Research, Legal Writing, Class Actions, Federal Court Practice, Federal Appellate..., Summary Judgment, Depositions, Oral Arguments, Civil Litigation, Litigation, Appellate Practice, Securities Regulation, Securities Litigation, FINRA Arbitrations, Commercial Litigation, Corporate Law, Courts, Appeals, Westlaw, Arbitration, PACER, CCH Intelliconnect, CCH Research, Motions, Securities
Education
New York Law School 2006 — 2009
Juris Doctor (J.D.), 3.5
Duke University 2002 — 2006
Bachelor's Degree, History
Community Christian School August 2015 - Present
Word of God Christian academy September 2014 - August 2015
Triangle Rent A Car April 2011 - February 2015
Wake Christian Academy August 2007 - May 2014
Russell Carroll Manufactuing March 2010 - April 2011
New York Life Insurance Company April 2009 - February 2010
Avis Budget Group April 2005 - February 2009
Charlotte Country Day School July 2005 - March 2006
North Pitt High School July 2001 - November 2001
Skills
Customer Service, Public Relations, Customer Relations, Budgeting, Strategic Planning, Contract Negotiation, Sales Management, Account Management, Problem Solving, New Business Development, Forecasting, Market Planning, Microsoft Office, Team Building, Operations Management, Marketing Strategy, Employee Relations, Hiring, Customer Satisfaction, Inventory Management, Public Speaking, Business Planning, P&L Management, Team Leadership, Coaching, Negotiation, Training, Football, Sales, Event Management, Analysis, Management, Event Planning, Leadership Development, Social Media, Fundraising, Customer Retention, Recruiting, Leadership, Sports Management, Sports Marketing, Athletics, Staff Development
Education
East Carolina University 2000 — 2003
BA, Public Relations
Mississippi State University 1998 — 2000
Transfer, Communications
The Ringling January 2015 - Present
Jump$tart Coalition for Personal Financial Literacy 2012 - Present
Sheehy & Associates March 2010 - Present
Smith College July 2013 - January 2015
American Institute for Economic Research October 2011 - March 2013
New York Life Insurance Company October 2010 - October 2011
Edward Jones October 2009 - August 2010
Hilton Hotels June 2007 - June 2009
Conrad Hotels & Resorts June 2007 - June 2009
Marketing Horizons January 1995 - March 2007
Skills
Series 7, Series 66, Event Management, Conferences, Account Management, New Business Development, Budgeting, Project Management, Marketing, Marketing Strategy, Budget, Budgets, Events, Uniform Combined State..., Leadership, Hospitality, Public Speaking, Sales, Marketing Communications, Integrated Marketing, Business Planning, Management, Market Research, Fundraising, Social Media Marketing, Community Outreach, Social Networking, Strategic Financial..., Event Planning, Business Development, Selling, Non-profits, Program Management, Small Business, Time Management, Public Relations, Finance, Strategy, Corporate Events, Hotels, Social Media, Direct Marketing, Nonprofits, Business Strategy, Online Marketing, Email Marketing, Start-ups, Online Advertising, Strategic Partnerships, Strategic Planning
Education
Marketing Institute of Ireland 1985 — 1986
Certificate in Marketing, Marketing
Dublin Institute of Technology 1983 — 1984
Advanced Diploma Communications, PR, Communications, Media Studies
Dublin Institute of Technology 1980 — 1983
Diploma Communications, Communications, Media, Advertising, PR
New York Life Insurance Company November 2014 - Present
IM Wealth Partners August 2012 - November 2014
Jaunted Productions 2009 - 2012
Skills
Personal Finance, Life Insurance..., Education Funding..., Income Protection, Business Strategy, Supplements to Employee..., Budget Analysis, 401k Rollovers, Lifetime Income..., Retirement Planning, Multi-Generational..., Sales, Leadership, Customer Service, Finance
Education
Drexel University 2002 — 2007
Paulsboro High School 1999 — 2002
Paulsboro HS
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company December 2009 - June 2013
American Cancer Society August 2008 - 2011
New York Life November 2006 - November 2009
Club Corp September 2002 - November 2006
BELLEVIEW BILTMORE RESORT January 2001 - September 2002
HB Associates October 2000 - January 2001
Hilton Clearwater Beach Resort April 1998 - October 2000
BROWNESTONE HOTEL December 1996 - March 1998
Skills
Forecasting, Analysis, Database Marketing, Golf, Event Management, Fundraising, Event Planning, Strategic Planning, Team Building, Account Management, Direct Marketing, Marketing Strategy, Public Relations, Budgets, Sales, Marketing, Microsoft Excel, PowerPoint, Direct Mail, Meeting Planning, Hospitality, Access, Social Networking, Management, Sales Management, Training
Education
East Carolina University 1992 — 1996
B.S, Hospitality Management; Marketing and Management
Broadneck Senior High 1990 — 1992
RevTrax February 2015 - Present
eMarketer October 2013 - January 2015
Offerpop January 2013 - September 2013
Gilt City April 2012 - November 2012
Gilt City November 2011 - March 2012
New York Life Insurance Company September 2007 - January 2012
BuyWithMe September 2010 - November 2011
Skills
Direct Sales, Social Media Marketing, Marketing Strategy, Social Media, Financial Analysis, Strategic Partnerships, Strategic Planning, Email Marketing, Microsoft Excel, Insurance, Advertising, Event Planning, Business Strategy, PowerPoint, Recruiting, Sales Process, Sales, Cold Calling, Salesforce.com, Sales Presentations, Marketing, Leadership, Start-ups, Social Networking
Education
Drew University 2003 — 2007
Bachelor of Science (B.S.), Economics
Morgan Stanley June 2012 - August 2015
Duke University 2010 - 2012
Morgan Stanley 2011 - 2011
New York Life Insurance Company 2008 - 2009
Education
Stanford University Graduate School of Business 2015 — 2020
Doctor of Philosophy (Ph.D.)
Duke University 2010 — 2012
Masters, Applied Financial Economics, 3.83
State University of New York College at Geneseo 2006 — 2010
Bachelor of Arts, Honors Economics and Mathematics
Horace Greeley High School
Henry Schein February 2008 - November 2010
J.P. Morgan Chase June 2007 - December 2007
New York Life Insurance Company August 2006 - May 2007
Morgan Wilshire Securities March 2006 - July 2006
GunnAllen Financial November 2005 - March 2006
Cablevision June 2004 - November 2005
The Home Depot September 2003 - September 2003
Education
Dowling College 2002 — 2004
Computer Information Systems, Computer Information Systems
Vanguard April 2013 - Present
Vanguard August 2012 - April 2013
Vanguard February 2012 - August 2012
New York Life Insurance Company January 2011 - January 2012
WMGK Greater Media Philadelphia July 2009 - July 2011
Skills
Investments, Mutual Funds, Retirement Planning, Coaching, Client Relations Skills, Index Funds, ETFs, Asset Management, IRAs, Strategic Financial..., Leadership, Analysis, Asset Allocation, Investment Management, Securities, Valuation, Fixed Income, Communication Skills, Financial Planning, IRA's, Bonds
Education
Drexel University 2010 — 2011
MBA, Entrepreneurship and Innovation Management
Drexel University 2006 — 2010
BS, Music Industry, Business Administration
Royal GSD April 2013 - Present
Creek Coffee June 2012 - Present
New York Life Insurance Company September 2010 - June 2012
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Whole Life, Investments, Financial Planners, Small Business, Sales
Education
East Carolina University 2006 — 2010
BS, Information and Computer Technology
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Home Mortgage April 2012 - June 2012
Wells Fargo Home Mortgage June 2009 - March 2012
New York Life Insurance Company January 2009 - May 2009
Ameriprise Financial, Barzen Associates January 2008 - December 2008
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management
Drake University 2005 — 2009
Bachelor of Science (B.S.), Finance and Marketing
Drake University 2005 — 2009
Bachelor of Science, Business and Public Administration – Finance and Marketing
Businessolver July 2012 - Present
New York Life Insurance Company April 2011 - July 2012
Genesis10 2012 - 2012
Drake University May 2010 - August 2010
CBD Trading May 2008 - August 2008
Education
Drake University 2008 — 2012
Bachelor of Science and Business Administration, Marketing/Finance
Aspen High School
New York Life Insurance Company April 2015 - Present
Ferrara Candy Company May 2014 - August 2014
Brooks-Lussem Clem Insurance January 2014 - May 2014
Drake University August 2013 - May 2014
Skills
Customer Service, Microsoft Excel, Social Media, Management, Project Management, Marketing Communications, Graphic Design, Digital Marketing, Event Management, Event Planning, Microsoft Office, Marketing Strategy, Outlook, Public Speaking, Public Relations, Market Research, Sales, Teamwork, Writing
Education
Drake University 2012 — 2016
Bachelor of Science (B.Sc.), Marketing and Information Systems, Junior
Contractors Register - The Blue Book Building & Construction Network December 2014 - Present
The Blue Book Building & Construction Network November 2014 - Present
Contractors Register - The Blue Book Building & Construction Network December 2013 - December 2014
The Blue Book Building & Construction Network January 1995 - December 2013
The Blue Book of Building & Construction 1997 - 2009
New York Life Insurance Company January 1991 - January 1993
Skills
Account Management, Sales Operations, Sales Management, New Business Development, Contract Negotiation, Sales Presentations, Construction, Customer Service, B2B, Selling, Cold Calling, Marketing, Training, Management, Direct Sales, Sales, Networking, Team Building, Customer Retention, Lead Generation, Leadership, Strategic Planning, Budgets, Salesforce.com, Business Development, CRM, Negotiation, Team Leadership, Online Marketing, Marketing Strategy, Sales Process, Online Advertising, Solution Selling
Education
Dutchess Community College 1993 — 1995
A.A.S, Business Administation & Accounting
Marist College
attended, Business Administration
BAE Systems November 2012 - Present
New York Life Insurance Company May 2011 - March 2012
Education
Drexel University - College of Business and Administration 2007 — 2011
Finance and Marketing
New York Life Insurance Company 2015 - Present
Drew University 2011 - 2013
Drew University 2010 - 2013
Skills
Recruiting, Public Speaking, Research, Teaching, Higher Education, Time Management, Community Outreach, Staff Development, Organizational...
Education
Drew University 2010 — 2014
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Randstad Technologies US February 2015 - Present
Meteorix June 2014 - February 2015
New York Life Insurance Company May 2013 - August 2013
Aon June 2012 - August 2012
Skills
Leadership, Recruiting, Microsoft Excel, Public Speaking, Microsoft Word, Management, Consulting, Social Networking, Problem Solving, Project Management, Marketing, Cold Calling, Sales, Driving Efficiency, Workday, SaaS, Technical Recruiting, Screening, Temporary Placement, Permanent Placement
Education
Drake University 2010 — 2014
Marketing/Management Double Major
Hinsdale Central High School 2006 — 2010
New York Life Insurance Company March 2014 - Present
Southern District of New York September 2007 - March 2014
Debevoise & Plimpton December 2004 - September 2007
Honorable Ann Claire Williams of the Seventh Circuit Court of Appeals 2003 - 2004
Honorable Malcolm Howard of the Eastern District of North Carolina 2002 - 2003
Skills
Litigation, Legal Research, Legal Writing, Appeals, Criminal Law, International Law, Corporate Governance, Courts, Trials, FCPA, Trademarks, Internal Investigations, Entertainment Law, Immigration Law, Trial Practice, Intellectual Property, Securities Regulation, Corporate Law, Commercial Litigation, Securities Litigation, Civil Litigation, White Collar Criminal..., Administrative Law
Education
Duke University School of Law 1999 — 2002
JD, magna cum laude
Duke University 1994 — 1998
BA, cum laude, Public Policy, History
Synergy Capital Group, LLC October 2003 - Present
MAVERIC Performance 2010 - 2012
New York Life Insurance Company July 2009 - August 2010
thinkorswim 2003 - 2007
Jacada 1999 - 2000
Cerner 1997 - 1999
IBM 1995 - 1997
Skills
Valuation, Debt, Derivatives, Financial Modeling, Corporate Finance, FX, Investments, Industry Analysis, DCF, Equities, Capital Markets, Equity Research, Options, Equity Valuation, Trading Systems, Business Valuation, Investment Strategies, Investor Presentations, Insurance Planning, Strategic Partnerships, Competitive Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Business Development, Financial Analysis, Strategy, Trading, Finance
Education
Drexel University 1990 — 1993
Commerce and Engineering
Brooklyn Technical High 1986 — 1990
Mechanical Engineering
The Clearing House July 2010 - Present
New York Life Insurance Company 2006 - July 2010
UBS Wealth Management 2004 - 2006
Deutsche Bank 2000 - 2004
Lexington Management / ING 1995 - 2000
UPS 1987 - 1994
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Outsourcing, Program Management, IT Management, Solution Architecture, SDLC, Business Analysis, Integration, Agile Methodologies, Disaster Recovery, PMP, Business Intelligence, SharePoint, Software Project..., Unix, SaaS, SOA
Education
Dominican College of Blauvelt
BS CIS, Computer Science
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company March 2013 - Present
New York Life September 2005 - March 2013
New York Life June 2002 - September 2005
Kraft Foods June 2001 - August 2001
iWon.com (IAC) May 2000 - August 2000
Skills
Databases, Oracle, SQL, Web Applications, PL/SQL, Unix, JavaScript, Solution Architecture, Web Development, Business Analysis, Team Leadership, Data Modeling, Enterprise Architecture, SDLC, User Interface Design, Requirements Analysis, Scrum, HTML, Life Insurance, Technical Leadership, Agile Methodologies, Application Architecture, XML, XSD, ACORD, Database Design, Workflow, AJAX, Enterprise Software, Linux, Java, Software Engineering, Web Services
Education
Drew University 1998 — 2002
BA, Economics, Computer Science
Edgemont High School 1994 — 1998
High School Diploma
National Health Law Program May 2015 - July 2015
Legal Aid of North Carolina May 2014 - July 2014
Philanthropy New York July 2010 - August 2013
Common Cents July 2009 - July 2010
Common Cents May 2008 - June 2009
Common Cents May 2007 - May 2008
New York Life Insurance Company March 2005 - May 2007
New York University September 2000 - May 2004
Skills
Strategic Planning, Non-profits, Fundraising, Public Policy, Leadership, Policy, Program Development, Program Evaluation, Grant Writing, Research, Community Outreach, Nonprofits, Training, Volunteer Management, Grants, Community Development, Event Planning, Public Speaking, Policy Analysis, Management, Program Management, Event Management
Education
Duke University School of Law 2013 — 2016
Juris Doctor
The New School 2005 — 2008
MS, Non-Profit Management
New York University 2000 — 2004
BFA, Dramatic Writing
New York Life Insurance Company May 2006 - Present
American Business Financial Services March 1995 - April 2005
Mellon/PSFS January 1992 - March 1995
PSFS Bank June 1985 - January 1992
Skills
Mortgage Lending, Commercial Banking, Consumer Lending, Insurance, Investments, Retirement Planning, Fixed Annuities, Retirement, Small Business, Marketing, Small Business Lending, Coordinating Events, Public Speaking, Event Planning, Life Insurance, Member of the Million..., Financial Analysis, Disability Insurance, Mutual Funds, Mortgage Banking, Estate Planning, 401(k) Rollovers, Licensed Life Insurance..., Long-Term Care Insurance, Financial Services, Succession Planning, Term Life Insurance, Whole Life Insurance, Wealth Preservation..., Event Coordination
Education
Drexel University - College of Business and Administration 1981 — 1985
Bachelor's degree, Finance and Marketing
iShares November 2012 - Present
New York Life Insurance Company June 2012 - October 2012
AllianceBernstein July 2011 - February 2012
Bernstein Global Wealth Management October 2010 - July 2011
AllianceBernstein September 2007 - October 2010
AllianceBernstein Investments July 2004 - September 2007
Hennion & Walsh May 2003 - July 2004
Skills
Large Group Facilitation, Program Design, Needs Analysis, Coaching, Talent Management, Hiring, Series 7, Strategic Planning, Series 63, Public Speaking, Sales Management, Team Building, Organizational..., Consultative Selling, Recruiting, Selling, CRM, Management, Sales, Asset Management, Financial Services, Investments, Mutual Funds, Program Management
Education
Drew University
Bachelor of Science, Behavioral Science
Meridian Asset Services 2012 - Present
. June 2009 - Present
AFS Intercultural Programs April 2003 - Present
Citi 2011 - 2011
American Enterprise 2007 - 2009
New York Life Insurance Company 1994 - 2007
Federal Home Life Ins 1987 - 1994
Skills
Process Improvement, Accounting, Financial Reporting, Microsoft Excel, Risk Management, Financial Analysis, Actuarial Science, Insurance, Team Building, Data Analysis, Financial Modeling, Analysis, Valuation, Strategic Financial..., Business Analysis
Education
Drake University 1985 — 1988
Bachelors, Actuarial Science, Computers
Nørresundby Gymnasium 1975 — 1976
Musik / Sproglig, 2nd year
New York Life Insurance Company May 2015 - Present
American Mint April 2007 - January 2015
Foreman Group -- Architecture/Engineering and Construction Management 2003 - 2007
Skills
Marketing Strategy, Direct Marketing, Email Marketing, Digital Marketing, Direct Mail, Integrated Marketing, Database Marketing, Multi-channel Marketing, Customer Acquisition, Interactive Marketing, Lead Generation, Social Media Marketing
Education
Drexel University - College of Business and Administration 2002 — 2003
MBA, Business Administration and Management, General
Elizabethtown College 1998 — 2002
Bachelor of Science (B.S.), Business/Marketing
OptumInsight December 2010 - March 2013
New York Life Insurance Company May 2009 - December 2010
Skills
Medicare Advantage, Health Insurance, Actuarial Science
Education
Duke University 1998 — 2002
computer science
Maquet Cardiovascular January 2013 - Present
The Great Atlantic & Pacific Tea Company March 2012 - January 2013
The Great Atlantic & Pacific Tea Company May 2011 - April 2012
New York Life Insurance Company July 2009 - 2010
Reckitt Benckiser July 2007 - March 2008
Reckitt Benckiser July 2007 - March 2008
Reckitt Benckiser January 2002 - June 2007
Reckitt & Colman Inc January 2002 - June 2006
Reckitt Benckiser (formerly L&F Products) January 1987 - December 2001
L&F Products January 1987 - January 2001
Skills
Onboarding, Recruiting, Human Resources, Interviews, Employee Benefits, Deferred Compensation, Talent Acquisition, Leadership Development, New Hire Orientations, Applicant Tracking..., Hiring, Succession Planning, Temporary Placement, Management, Sourcing, Employment Law, Employee Relations, Screening, Workforce Planning, Talent Management, College Recruiting, HRIS
Education
Dominican College of Blauvelt 1986 — 1989
BS, Business Management
Dominican College
Bachelor of Science, Business Management
UBP Asset Management June 2013 - Present
Moody's Investors Service December 2005 - 2012
New York Life Insurance Company September 2001 - December 2005
Skills
Fixed Income, Hedge Funds, Credit Analysis, CPA, Asset Management, Alternative Investments, Direct Client..., Portfolio Performance..., Management, Strategy, Structured Finance, Asset Managment, Wealth Management, Emerging Markets, Financial Risk, Due Diligence, Securities, Portfolio Management, Financial Analysis, Mutual Funds, Financial Modeling, Derivatives, Bonds, Series 7, Structured Products, Securitization, Equity Research, Financial Services, Investment Banking, Valuation, Bloomberg, Equities, Investments, Asset Allocation, Private Equity, Corporate Finance, Capital Markets
Education
Duke University - Fuqua School of Business
Masters Degree of Business Administration, Finance
uFinancial Group July 2015 - Present
New York Life Insurance Company 2014 - July 2015
CS Capital Management, LLC 2006 - 2014
RAA Management 2010 - 2012
Radian Group, Inc. 2005 - 2006
National City Corp. 1993 - 2005
PNC 1986 - 1993
Skills
Portfolio Management, Fixed Income, Investments, Capital Markets, Equities, Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Financial Analysis, Asset Management, Mutual Funds, Private Equity, Options, Bonds, Trading, Securities, Bloomberg, Corporate Finance, Hedge Funds, Investment Management, Financial Modeling, Life Insurance, Retirement Planning, Strategy, Derivatives, Equity Research, Fixed Annuities, Valuation, Strategic Financial..., Annuity Sales, Wealth Transfer..., Licensed in Long Term...
Education
Drexel University - College of Business and Administration
BS, Finance
North Allegheny HS
Time Inc. August 2009 - Present
Time Inc. August 2009 - Present
DRS Consolidated Controls March 2009 - August 2009
New York Life Insurance Company August 1989 - March 2009
ADP 1988 - 1989
Skills
SharePoint, CMS, SQL Server, Databases, HTML, XML, SQL, Java, JavaScript, Requirements Analysis, SDLC, Application Development, CSS, Web Applications, Enterprise Content..., Access, Shell Scripting, Business Analysis, Visual Basic, Software Development, Active Directory, MS Project, Web Development, Deployment, System Administration, Dreamweaver, Integration, Visio, Programming, Perl, .NET, Windows, MySQL, Solaris, Documentation, AJAX, J2EE, Windows Server, Server Architecture, Tomcat, IIS, UML, Subversion, XSLT, Unix, Database Design, Software Project..., Requirements Gathering, MOSS 2007, Oracle SQL
Education
Pace University 1983 — 1987
B.S., Computer Science
Pace University 1983 — 1987
Bachelor of Science (B.S.), Computer Science
Dutchess Community College 1982 — 1983
Information Systems
Pace University 1983 — 1987
Bachelor of Science (B.S.), Computer Science
Transamerica Life Canada 2014 - Present
Transamerica / World Financial Group (WFG) July 2011 - Present
Transamerica June 2005 - July 2011
Transamerica October 1999 - May 2005
Manulife Financial October 1992 - October 1999
New York Life Insurance Company March 1989 - October 1992
Skills
Process Improvement, Coaching, Financial Services, Change Management, Customer Service, Training, Team Building, Team Leadership, Insurance, Innovation, Customer Experience, System Administration, Management, Call Centers, Leadership, Operations Management, Software Documentation, Microsoft Office, Marketing, Public Speaking, Call Center, Strategic Planning, Sales Management, Analysis, Negotiation, Sales, Troubleshooting, Project Management, Marketing Strategy, Training Delivery, New Business Development, Account Management, Organizational..., Social Media, Performance Management, Vendor Management, Customer Satisfaction, Sales Operations, Recruiting, Security, Event Management, Relationship Management, Business Strategy, Disaster Recovery, Research, Budgets, ITIL, Wealth Management, Marketing Communications, CRM
Education
Durham College 2013 — 2013
LLQP, Life Insurance Licensed
York University 1983 — 1985
worked towards Bachelor of Arts, English Language and Literature/Letters
LOMA as well as CIFIC
Financial Sector
Legacy Financial Services October 2001 - Present
New York Life Insurance Company October 2001 - Present
Ameritas January 1999 - October 2001
Financial Strategies August 1993 - January 1999
Woodmen of the World November 1991 - August 1993
Skills
Retirement Planning, Retirement, Estate Planning, 401k, Investments, 401k Rollovers, Long-term Care, Small Business, Life Insurance, Succession Planning, Strategic Planning, Team Building, Leadership, Customer Service, Insurance
Education
Doane College-Lincoln Grand Island and Master 1994 — 1998
Tekamah- Herman 1971 — 1977
Polish Inc. February 1986 - Present
New York Life Insurance Company 1976 - 1986
Skills
Strategic Financial..., Strategic Planning, Estate Planning, Investments, Non-profits, Small Business, Fundraising, Insurance, Philanthropy, Retirement, Wealth Management, Financial Planners, Planned Giving, Coaching, Leadership Development, Public Speaking, Creative Writing, Technical Writing, Legal Documents, Corporate Law, Playwriting, Board of Director..., Certified Management..., Project Planning and..., Team Building, Board Development, Management, Nonprofits, Board of Directors, Customer Service, Community Outreach, Entrepreneurship, Leadership, Mentoring
Education
Roosevelt University 1978 — 1979
CFP, Financial Planning
Choctaw County High School, MS 1960 — 1961
Duke University
Certification, Nonprofit Management
Compumedics July 2007 - Present
NBTY 2000 - 2007
David Lerner Associates, inc. 1994 - 1999
New York Life Insurance Company 1987 - 1993
Skills
Multi-State Sales Tax, ADP Payroll, Payroll Taxes, ADP ReportSmith, HRIS, Payroll, Accounts Payable, Benefits Administration, Employee Benefits, 401k, Human Resources, Ceridian Payroll System, Management, Journal Entries, Onboarding, Employee Relations
Education
Dowling College 1985 — 1987
Bachelors, Business Administration
Suffolk County Community College 1983 — 1985
Associates, Accounting
New York Life May 2005 - Present
New York Life Insurance Company 2005 - 2013
New York Life Insurance Company 2005 - 2013
Travelers May 2004 - May 2005
Smith Barney April 2000 - May 2005
Skills
Wholesaling, Mutual Funds, Annuities, Fixed Annuities, Life Insurance, Series 7, Series 65, Series 63, Team Leadership, Cross Selling, Multi-channel Marketing, Retirement Planning, Finance, Financial Planning, Insurance, Investments, Retirement
Education
Duquesne University 1995 — 1999
Bachelor of Science (BS), Investments and Securities, Finance, Marketing
Pickerington 1993 — 1995
Rockland Thunder Softball January 2012 - December 2012
Brauer Law Offices January 2010 - December 2010
Woodglen Elementary School Yearbook September 2007 - June 2009
Precision Mower & Power Company 2003 - 2006
New York Life Insurance Company April 1993 - September 2001
The Perth Group June 1992 - December 1992
ADP June 1987 - August 1990
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Website Development, Compensation & Benefit, Yearbook, QuickBooks, Quicken, Incentive Programs, Benefits Administration, Event Planning, Event Management, SPHR
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Duke University 1983 — 1987
BS, Computer Science
Toa Reinsurance Co of America July 2005 - August 2013
Toa Reinsurance Co of America September 2013 - 2013
Toa Reinsurance Co of America July 2000 - June 2005
New York Life Insurance Company August 1999 - July 2000
Liberty Mutual Insurance Group November 1995 - August 1999
Skills
Claim, Legal Liability, Reinsurance, Insurance, Litigation, Auditing
Education
Marywood University 1991 — 1994
Bachelor of Arts, Legal Studies
Dutchess Community College 1989 — 1991
Associates
New York Life Insurance Company June 2013 - Present
New York Life Investments March 2012 - June 2013
New York Life Investment Management February 2010 - March 2012
New York Life Insurance Company June 1995 - February 2010
PwC Consulting January 1994 - May 1995
Morgan Stanley September 1989 - June 1993
Prudential Insurance May 1981 - June 1989
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Organizational Management
Drew University 1978 — 1980
BA, Psychology
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting
Capital Group April 2013 - Present
New York Life Insurance Company February 2012 - April 2013
Deutsche Bank April 2011 - February 2012
Dowling College September 2008 - May 2009
America Reads Program September 2006 - December 2008
Camp Mohawk June 2006 - June 2006
St. Mary’s Church September 2001 - May 2002
Skills
Team Leadership, Microsoft Excel, Lotus Notes, Java, Active Directory, Dreamweaver, Information Technology, Troubleshooting, Desktop Computers, Laptops, XP, Management, MySQL, System Administration, Microsoft Office, Software Installation, HTML, Access, Windows 7, Windows Server, Technical Support, Help Desk Support, Microsoft Exchange, Operating Systems, LAN-WAN, Windows XP, Visio, Hardware, Printers, Security
Education
Dowling College 2005 — 2009
Bachelor, Computer Information Systems
Solution Mapping Associates, LLC May 2010 - Present
Army LMP Project January 2008 - April 2010
RWD Technologies November 2007 - April 2010
msg systems ag October 2006 - October 2007
ACE Group February 2004 - October 2006
Insurance Society of Philadelphia 2005 - 2006
Bertholon Rowland 2003 - 2004
New York Life Insurance Company 2000 - 2003
Great American Insurance Tamarack American Specialty 1997 - 2000
Reliance National Insurance Company 1995 - 1997
Skills
Business Analysis, Software Documentation, Training, Instructional Design, Employee Training, Technical Writing, Change Management, Consulting, Needs Analysis, Business Process, SAP HR, E-Learning, CRM, SAP Implementation, Captivate, ERP, Instructor-led Training, Requirements Gathering, SAP MM, SAP SD, System Testing, User Acceptance Testing, Use Case Analysis, NetSuite, Technical Documentation, SAP CRM, Business Process Mapping, Property & Casualty..., Underwriting, Financial Reporting, SAP FICO, uPerform, Process Flow..., SAP MDM, CATS, Business Process..., Requirements Analysis, Workshops, SDLC, Visio, SAP FS-RI, Business Transformation, Insurance, Software Project..., Testing, Program Management, Process Improvement, Analysis, SAP FS-PM
Education
Drexel University 1991 — 1994
MS, Instructional Design
Penn State University 1981 — 1984
Paralegal Cert, General study, corporate law, contracts
The University of the Arts 1974 — 1978
BFA, Textile Design, Printing
New York Life Insurance Company July 2015 - Present
BLT Homes June 2014 - June 2015
Lieberman Management Services April 2008 - June 2014
Skills
Condos, Contract Negotiation, Leases, Portfolio Management, Operations Management, Property Management, Real Estate, Residential Homes, Fundraising, Selling
Education
Drake University 1993 — 1997
Journalism
Lausanne Collegiate School 1990 — 1993
High School, College Prep
Infinity Auto Insurance January 2015 - Present
Wells Fargo September 2013 - December 2014
Nationwide Insurance September 2012 - September 2013
Nationwide Insurance May 2012 - August 2012
Sodexo March 2009 - May 2012
Sodexo February 2009 - December 2011
New York Life Insurance Company May 2011 - August 2011
Skills
Access, Microsoft Excel, VBA, Leadership, Microsoft Office, Visual Basic, Data Analysis, SQL, Process Improvement, Business Analysis, Analysis, Analytics, Critical Thinking, Actuarial Science, Product Management, Property & Casualty..., Visual Studio, VB.NET, Reporting & Analysis, Databases, Microsoft Word, Microsoft SQL Server, T-SQL, SAS, SAS Programming
Education
Drake University 2008 — 2012
Bachelor's Degree, Joint Actuarial Science and Finance
Oshwal Academy 1995 — 2008
High School, Advanced Mathematics, Accounting, Economics, Physics and Chemistry
Aon Hewitt 2013 - Present
Towers Watson 2011 - 2013
PwC 2006 - 2009
New York Life Insurance Company 2004 - 2006
Towers Perrin 1993 - 2004
Skills
ASA, MAAA
Education
Duke University
AB, Physics
Sun Life Financial January 2015 - Present
New York Life Insurance Company 2007 - December 2014
Central Oaks Medical Associates, PC 2001 - 2007
Lenox Hill Hospital 2001 - 2007
Medco Containment Services 1987 - 1989
Skills
Healthcare, Clinical Trials, Clinical Research, Hospitals, Medicine, Healthcare Information..., Medicare, Managed Care, Pharmaceutical Industry, Healthcare Management, Pharmacy, Data Analysis, Cardiology
Education
Drexel University College of Medicine 1994 — 1998
MD, Medicine
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance and Marketing
University of Pennsylvania - The Wharton School 1983 — 1986
BS econ, Marketing and Entrepreneurial Mgmt
TYL II, Inc July 2010 - Present
By the Books Accounting Consultants January 2005 - July 2010
Euramax January 2008 - December 2008
Bassett Furniture Industries 2003 - 2007
Materials International 1996 - 2002
Kraft Foods Group 1991 - 1994
PMA Companies July 1986 - January 1989
TIAA-CREF March 1985 - March 1986
New York Life Insurance Company November 1983 - March 1985
Skills
Accounting, General Ledger, Financial Reporting, Journal Entries, GAAP, QuickBooks, Fixed Assets, Bank Reconciliation, Management, Income Tax, Accounts Receivable, Accounts Payable, Account Reconciliation, Peachtree, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Quickbooks Certified..., Fund Accounting, Financial Accounting, Financial Statements, Budgets, Microsoft Excel, Analysis, Customer Service, Leadership, Process Improvement, Strategic Planning, Finance, Consolidation, Auditing, Project Management, Cash Flow, Variance Analysis, Bookkeeping, Internal Audit, Forecasting, Payroll, Managerial Finance
Education
Duquesne University 1979 — 1983
B S Business Administration, Accounting
Bronx High School of Science
Deloitte August 2015 - Present
Walmart May 2014 - August 2014
Pacific Community Ventures June 2013 - July 2013
New York Life Insurance Company August 2012 - May 2013
New York Life Insurance Company February 2011 - August 2012
New York Life Insurance June 2008 - February 2011
Skills
Investments, Marketing Strategy, Analytics, Financial Analysis, Portfolio Management, Retirement, Fixed Annuities, Financial Modeling, Retirement Planning, Asset Management, Research, Analysis, Financial Services, Finance
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
McGill University 2004 — 2008
BA, Economics
University of Paris I: Panthéon-Sorbonne 2006 — 2007
Year abroad, Economics, Financial Markets
TMLA
New York Life Insurance Company Mortgage Loan OfficerBranch Banking and TrustDecember 2005 - October 2009
Education
East Carolina University - College of Business 2001 — 2005
MBA, Business
East Carolina University 1998 — 2001
BS, Economics
New York Life Insurance Company Compliance OfficerWin Capital Corp.November 2000 - August 2002
Skills
Retirement Planning
Education
Dowling College 1993 — 1996
MBA, General Management
TIAA-CREF Business BankerCitibankSeptember 2004 - July 2007
New York Life Insurance Company December 2003 - October 2004
North Fork Bank August 2001 - November 2003
Columbia Federal Savings Bank September 1996 - August 2001
Education
Dowling College
B.A., Finance
MassMutual Financial Group January 2011 - Present
New York Life Insurance Company May 2008 - August 2010
First Investors Corporation June 2006 - September 2006
Skills
Employee Benefits, Retirement, Financial Services, Estate Law, Trust Services, Business Continuity..., Insurance, Networking, Life Insurance, Long-term Care, Strategic Financial..., Small Business, Customer Service, Coaching, Team Building, Public Speaking, Sales, Marketing, Strategic Planning, Budgets
Education
Drexel University 2012 — 2014
Master of Science (M.S.), Commercial Development
Norfolk State University 2003 — 2008
BS, Mass Communications
Mutual of America November 2001 - Present
New York Life Insurance Company September 2000 - October 2001
JPMorgan Chase June 1995 - September 2000
Skills
Microsoft Office 2007
Education
Dowling College 1999 — 2000
Masters in Businss Administration, Banking and Finance
SUNY Stony Brook 1987 — 1992
Bachelor's, Minor in Political Science
New York Life Insurance Company Managing Partner
Education
East Carolina University 1965 — 1969
BS Education
New York Life Insurance Company February 2012 - March 2013
Skills
Customer Service, Financial Analysis, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Cold Calling, Microsoft Word, Public Speaking, Account Management, Outlook, Marketing
Education
East Carolina University 2006 — 2011
Business
East Carolina University - College of Business 2006 — 2011
BSBA Marketing, Business
Arendell Parrott Academy 1993 — 2006
New York Life Insurance Company October 2011 - Present
Education
Drew University 1996 — 1999
"Master of Theology"
New York Life Insurance Company June 1986 - July 2012
United States Air Force September 1972 - September 1978
Skills
Legacy Systems, COBOL, COBOLII, BAL, VSAM, jcl, Access, Microsoft Excel, Microsoft Word, Fileaid, Sorts, pl1, Oracle SQL, Microsoft Office 2007, idms, Agile, Scrum, PMP, endevor, CA7, ETL, SDLC
Education
Villanova University 2012 — 2013
project management coursework 5/2013, IT project management, B
Computer Processing Institute 1984 — 1986
computer science, Computer Programming/Programmer, General, A
Dominican College of Blauvelt 1982 — 1984
Non degree Program, Business/Managerial Economics, B
Fairleigh Dickinson University 1978 — 1982
Non degree program, Industrial and Organizational Psychology
USAF Electronics 1972 — 1978
Electronic Warfare Systems Specialist, Industrial Electronics Technology/Technician, Honorable Discharge
nvot 1968 — 1972
college level courses, college bound
New York Life Insurance Company May 2012 - August 2012
Cooper Union Computer Center September 2010 - May 2012
Carnegie Mellon University June 2011 - July 2011
Skills
Electrical Engineering, Digital Image Processing, Artificial Intelligence, Actuarial Science, Programming, Mathematical Programming, Mathematics, Matlab, C++, Website Development, SQL, Microsoft Office, LaTeX
Education
Duke University 2013 — 2017
Doctor of Philosophy (Ph.D.), Electrical and Electronics Engineering
The Cooper Union for the Advancement of Science and Art 2012 — 2013
Master of Engineering (M.Eng.), Image Processing, 4.0
The Cooper Union for the Advancement of Science and Art 2009 — 2013
Bachelors of Engineering, Electrical and Electronics Engineering
New York Life Insurance Company November 1995 - Present
Skills
Strategic Financial..., Investments, Fixed Annuities, Retirement, Mutual Funds, Insurance, Wealth Management, Financial Analysis, Life Insurance, Estate Planning, Portfolio Management, Series 63, Securities, Disability Insurance
Education
Drexel University
Master of Science (M.S.), Cum Laude
Temple University
Bachelor of Business Administration (B.B.A.), Actuarial Science
New York Life Insurance Company 2006 - Present
Sesame Workshop 1997 - 2005
Education
Dominican College of Blauvelt
Bachelor of Arts (B.A.), Business
New York Life Insurance Company July 2013 - Present
Fastenal August 2012 - May 2013
Market Solutions (Social and Market Researchers) 2013 - 2013
Wichita State University Campus Recreation 2011 - 2013
Education
Wichita State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Dodge City Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General