New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life Insurance Company November 2011 - Present
Skills
Retirement Planning, Life Insurance, 401k Rollovers, Estate Planning, Key Person Protection, Wealth Preservation..., Licensed Life Insurance..., Businessowners, Gifting Strategies, Protection..., Annuity Sales, Licensed in Long-Term..., Protection Planning
Education
Eastern Kentucky University
TerraGraphics Environmental Engineering, Inc. April 2015 - Present
New York Life Insurance Company April 2013 - January 2014
Education
Eastern Oregon University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Geology and Anth/Soc
The Young Group Inc. August 1987 - Present
Belk 1985 - 1987
New York Life Insurance Company June 1984 - June 1985
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Team Leadership, Sales, Marketing, Insurance, Umbrella Insurance, Management, Advertising, Retail, Small Business, Team Building, Leadership, Employee Benefits, Account Management, Life Insurance, New Business Development, Health Insurance, Disability Insurance, Marketing Strategy, Sales Management, Term Life Insurance, Training, Workers Compensation, Time Management, Social Media, Business Development, Social Networking, Contract Negotiation, Underwriting, Commercial Insurance
Education
East Carolina University - College of Business 1980 — 1984
Bachelor's Degree, Marketing, Graduate
East Carolina University - College of Business 1980 — 1984
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Sanderson High School Raleigh NC 1978 — 1980
College/University Preparatory and Advanced High School/Secondary Diploma Program
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company January 2014 - Present
Pacific Capital Resource Group June 2013 - January 2014
Burr & Temkin June 2011 - August 2011
Skills
401k Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Disability Insurance, Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance, Life Insurance..., Long Term Care Insurance, Personal Finance, Family Protection..., Retirement Planning, Strategic Financial..., Wealth Transfer..., Finance, Marketing, Financial Analysis, Real Estate, Market Research, Budgets, Management, Financial Planning, IRAs
Education
Liberty University
Bachelor of Arts (B.A.), Business Finance
Edmonds Community College
Business Administration
Issaquah High School
New York Life Insurance Company January 2013 - Present
Jetpay, Inc. January 2012 - December 2012
Sucampo Pharmaceuticals, Inc. January 2008 - December 2011
AstraZeneca January 2001 - December 2008
Skills
Tax-Diversified..., Small Business..., Family Protection, College Funding..., Long-term Care, Financial Services, Customer Service, Life Insurance, Finance, Fixed Annuities, Sales, Leadership, Retirement, Investments, Employee Benefits, Insurance, Retirement Planning
Education
Georgetown University 1988 — 1992
Bachelor of Science, Business Administration
Medical College of Virginia 1998 — 1999
Graduate Certificate, Human Physiology & Biophysics
Eastern Virginia Medical School 1999 — 2000
Master of Science, Biomedical Sciences
Firstrust Financial Resorces December 2013 - Present
New York Life Insurance Company April 2013 - November 2013
AXA Advisors, LLC October 2011 - May 2013
Jacobson Rost May 2010 - August 2010
Lacrosse America 2005 - January 2010
Education
Eastern University 2007 — 2010
Bachelor of Science, Management, Entrepreneurial studies
Citi December 2012 - Present
Citi May 2011 - December 2012
Citi September 2009 - May 2011
New York Life Insurance Company December 2008 - August 2009
IW Financial January 2008 - October 2008
Skills
Marketing, Marketing Strategy, Data Analysis, Financial Analysis, Financial Reporting, Cognos, TM1, Project Management, Budgets, Hyperion Essbase, Microsoft Excel, Microsoft Word, PowerPoint, Creativity, Multi Tasking, Problem Solving, Operations Management
Education
East Tennessee State University
Bachelor of Business Administration, Marketing Management, 3.9 GPA, Summa Cum Laude
East Tennessee State University
Bachelor of Business Administration, Corporate Finance & Investments, 3.9 GPA - Summa Cum Laude
RR Donnelley November 2014 - Present
BNY Mellon December 2013 - November 2014
UPS August 2011 - January 2014
New York Life Insurance Company June 2013 - December 2013
Giant Foods July 2006 - December 2006
Skills
Insurance, Life Insurance, Bonds, Investments, Team-oriented, Retirement Savings, IRAs, Marketing, Management, Public Speaking, Social Media, Facebook, Twitter
Education
Pennsylvania State University 2010 — 2013
Bachelor of Science, Business Administration
Eastern University 2009 — 2010
Elementary Education, Special Education and Teaching
Garnet Valley High School 2005 — 2009
High School Degree
Explora Science Center & Children's Museum January 2015 - Present
Civil Air Patrol December 2009 - Present
New York Life Insurance Company October 2014 - January 2015
Self Employed April 2008 - October 2014
Etched Glass Designs 2012 - August 2014
PAK Global Investments August 2006 - September 2007
Hirst Investment Management December 2004 - August 2006
Skills
Training, Leadership, Leadership Development, Strategic Planning, Team Building, Customer Service, Budgets, Management, Business Development, Public Speaking, Entrepreneurship, New Business Development, Event Planning, Small Business, Succession Planning, Volunteer Management, Accounting
Education
Saint Martin's College 1997 — 1999
Bachelor's degree, Business Administration and Management, General
Eastern New Mexico University 1994 — 1996
Bachelor of Arts, Business Administration
New York Life Insurance Company April 2002 - Present
NYLIFE Securities LLC April 2002 - Present
MetLife September 1986 - April 2002
Skills
Retirement, Mutual Funds, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, 401k Rollovers, Income Protection, Wealth Preservation...
Education
Eastern Arizona College
New York Life Insurance Company September 2014 - Present
Dunkin Donuts June 2012 - August 2013
Camp Spaulding June 2011 - August 2011
Skills
Licensed in Long Term..., Licensed Life Insurance..., Asset Protection, Public Speaking, Problem Solving
Education
Eastern University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Mount Zion Christian School 2006 — 2010
Fifth Third Bank October 2014 - Present
Gerald Subaru and Kia of Naperville January 2014 - Present
New York Life Insurance Company October 2013 - Present
Skills
Teamwork, Finance, Insurance, Leadership, Accounting, Retirement, Analysis, CRM, Microsoft Office
Education
University of Iowa 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Elmhurst College 2009 — 2010
Downers Grove North High School 2005 — 2009
Wells Fargo April 2015 - Present
Wells Fargo March 2014 - April 2015
Clear Credit Consulting LLC January 2013 - March 2014
BMO Harris Bank January 2013 - May 2013
Associated Bank June 2009 - January 2013
New York Life Insurance Company July 2008 - June 2009
American Mutual Financial June 2006 - July 2008
Skills
Sales Management, Coaching, Personal Development, Commercial Banking, Credit, Small Business, Financial Services, Small Business Lending, Finance, Consulting, Business Planning, Business Process, Loans, Mortgage Lending, Investments, Insurance, Sales, Refinance, Banking, Commercial Lending, Budgets, Consumer Lending, Retail Banking, Credit Analysis, Loan Origination, Risk Management, Management, Cash Management, Cross Selling, Financial Analysis, Portfolio Management, Time Management, Mortgage Banking, Relationship Management, Deposits, Life Insurance, Branch Banking, Leadership, Employee Benefits, Business Development, SBA, Asset Based Lending, Customer Retention, Branch Management, Residential Mortgages, Customer Service, Lines Of Credit
Education
Madison Area Technical College 2013 — 2015
Finance, Accounting and Finance
Edgewood College 2002 — 2003
Economics, 3.5
New York Life Insurance Company July 2011 - Present
New York Life Insurance Company June 2006 - July 2011
New York Life Insurance Company June 2003 - July 2006
Wood Shop Toys 1984 - 2003
Skills
Investments, Retirement, Life Insurance, Sales, Leadership, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Security, Finance, Management, Coaching, Term Life Insurance, Recruiting, Strategic Planning, Training
Education
Eastern Washington University 1981 — 1984
Bachelor of Arts (BA), Business/Corporate Communications
New York Life Insurance Company August 2014 - Present
Education
Union High School 2007 — 2011
East Central Community College
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company March 2014 - Present
Bankers Life and Casualty Company August 2013 - March 2014
Elizabethtown Montessori Children's Academy December 2008 - May 2011
Cardinal Health January 2008 - December 2008
KCTCS June 2006 - January 2008
Skills
Fixed Annuities, Whole Life, Health Insurance, Life Insurance, Long-term Care, Term Life Insurance, Critical Illness, Homeowners, Retirement, Medicare, Disability Insurance, Universal Life, Insurance, Retirement Planning
Education
Kaplan University 2009 — 2012
Bachelor's degree, Nutrition Sciences
Elizabethtown Community and Technical College 2006 — 2010
Associate's Degree, English Language and Literature/Letters
New York Life Insurance Company April 2015 - Present
The Audiohouse January 2015 - April 2015
Teleperformance June 2014 - December 2014
UnitedHealth Group June 2014 - December 2014
US Army National Guard - 244th Attack Helicopter Battalion January 2011 - May 2014
US ARMY - 82nd Airborne Division October 2003 - January 2011
20th Special Forces Group June 1998 - October 2003
Skills
Military, Army, Military Operations, Helicopters, Operational Planning, Weapons, Aviation, Special Operations, Command, Flight Safety, Tactics, CFI, Commercial Aviation, Airplane, Airplanes, Commercial Pilot, Aviation Operations, Parachute Rigger, Licensed Skydiver, Life Insurance, Medicare, Medicare Part D, Medicare Advantage, Medicare Supplements, Medicare Prescription..., Term Life Insurance, Relationship Building, Customer Service, Problem Solving, Sales
Education
Embry-Riddle Aeronautical University 2014 — 2016
Master of Science (M.S.), Occupational Safety and Health Technology/Technician
Eastern Florida State College 2012 — 2015
Certificate, Photography
Embry-Riddle Aeronautical University 2010 — 2013
Bachelor of Science (B.S.), Aeronautics/Aviation/Aerospace Science and Technology, General
Eastern Florida State College 2001 — 2002
Associate of Arts (A.A.), General Studies
Florida Institute of Technology 1995 — 1997
Aerospace, Aeronautical and Astronautical Engineering
New York Life Insurance Company March 2011 - Present
Meili Construction December 2004 - December 2010
Skills
Insurance, Retirement Planning, 401k, Investments, Estate Planning, Annuity Sales, Retirement, Life Insurance, Financial Services, Fixed Annuities, Finance, Accounting, Tax, Long-term Care, Term Life Insurance, Strategic Financial..., Mutual Funds, IRAs, Financial Planners, Wealth Management, Series 6, Long Term Care Insurance
Education
Eastern Oregon University 2000 — 2004
BS, Accounting
Crow High School 1996 — 2000
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company August 2015 - Present
Olive Garden June 2013 - Present
Wallenpaupack Area June 2006 - Present
Skills
Computer Proficiency, Microsoft Office, Smartboard, Computers, Customer Satisfaction, Customer Service, Nail Care, Reflexology, Academic Tutoring, Educational Technology, Differentiated..., Lesson Planning, Instructional Technology, Teaching, Technology Integration, Classroom Management, Tutoring, Literacy, Classroom, Elementary Education, Teacher Training, Language Arts, Literature, Grammar, Creative Writing, Teaching Writing, Teaching Reading, Integrating Technology..., Time Management, Instructional Design
Education
East Stroudsburg University of Pennsylvania 2004 — 2006
Bachelor of Science (BS), Elementary Education and Teaching
Empire Beauty School 2002 — 2003
Nail Technician, Nail Technician/Specialist and Manicurist, Certificate
University of Pittsburgh 1996 — 1998
Wilkes University
HQ / Certification, Middle School English
New York Life Insurance Company February 2011 - Present
Beachside Little League July 2013 - Present
United Space Alliance August 2000 - July 2011
US Navy October 1995 - October 2000
Skills
Retirement Planning, Portfolio Optimization, Estate Planning, Strategic Planning, Investment Selection, Mutual Funds, Long Term Care Insurance, Individual Pension Plans, Budgets, Research, Buy-sell Agreements, Business Analysis, Managerial Finance, Variable Life, Variable Annuities, Fixed Annuities, Fixed Income Analysis, Public Speaking, Teaching, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Electronics, Semiconductor..., PWB, Soldering, Configuration Management, Supervisory Skills, Troubleshooting, Security Clearance, Quality Assurance, Process Scheduler, Testing, Process Improvement, Technical Writing, Requirements Management, Software Documentation, Risk Management, Earned Value Management, Strategic Financial..., 401k, Analysis, Visio, Access, Training, Leadership
Education
The American College 2013 — 2014
ChFC, Investments and Securities
Brevard Community College 2006 — 2010
General AA, Business Administration and Management, General
Kathleen Senior High School 1991 — 1994
Diploma
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company September 2010 - May 2011
New York Life Insurance Company December 2006 - August 2010
New York Life Insurance Company May 2004 - December 2006
AXA Advisors June 2001 - May 2004
Skills
Recruiting, Leadership, Insurance, Business Planning, Retirement Planning, Fixed Annuities, Financial Services, Training, Securities, Finance, IRAs, Analysis, Management, Retirement, Estate Planning, 401k, 401k Rollovers, Financial Advisory, Financial Planners, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Series 6, Disability Insurance, Wealth Accumulation, Variable Annuities, Wealth Management, Series 63, Series 7, Mutual Funds, Financial Planning
Education
Edinboro University of Pennsylvania 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2013 - Present
Knights of Columbus January 2011 - August 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Insurance, Gifting Strategies, Key Person Insurance, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Retirement, Wealth Preservation..., Long Term Care Insurance, Roth IRA, Leadership, Whole Life, Variable Products
Education
Elizabeth City State University 1997 — 2002
Bachelor's degree, Criminal Justice
New York Life Insurance Company June 1986 - Present
New York Life Insurance Company June 1986 - Present
Morristown West High School March 1981 - June 1986
Education
The American College 2000 — 2005
MSFS, Financial Services
East Tennessee State University 1982 — 1984
MEd, Supervision
East Tennessee State University 1977 — 1981
BS, Education
The Nora Group October 2013 - Present
USI Insurance Services November 2013 - April 2015
Montgomery and Graham, Inc. April 2010 - October 2013
Aflac July 2006 - April 2010
New York Life Insurance Company 2005 - 2006
New Orleans Public Schools August 2004 - February 2005
Tigard-Tualatin School District September 2002 - August 2004
Astoria School District September 2001 - August 2002
Skills
Teaching, Insurance, Curriculum Design, Writing, Mentoring, Sales Management, Negotiation, Marketing Communications, Competitive Analysis, Competitive Negotiation, Public Speaking, Health Insurance, Disability Insurance, Strategic Planning, Coaching, Employee Benefits, Life Insurance, Research, Marketing, Term Life Insurance, Small Business, Recruiting, Customer Service, Long-term Care, Accident, Training, Nonprofits, Health Savings Accounts, Commercial Insurance, Brokers
Education
Lewis and Clark College 2004 — 2012
M.Ed, Administration, Curriculum and Instruction
Eastern Oregon University 2000 — 2001
Associate's Degree, Education Management
University of Oregon 1996 — 2000
BA, English, Language Arts, and Communication
The Bank of Clovis April 2010 - Present
Jefferson Wells 2009 - 2010
Watkins Consulting 2008 - 2008
Wells Fargo Bank 2004 - 2005
State National Bank 2001 - 2004
New York Life Insurance Company 2000 - 2001
The Portales National Bank June 1996 - 2001
Skills
Risk Management, Credit, Banking, Financial Analysis, Loans, Due Diligence, Financial Risk, Finance, Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Credit Risk, Valuation, Financial Modeling, Auditing, Process Improvement, Internal Controls, Enterprise Risk..., Internal Audit, Portfolio Management, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Financial Reporting, Financial Services, Managerial Finance, Cash Flow, Accounting, Corporate Finance, Executive Management, Private Equity, Capital Markets, Asset Management, Financial Audits, Golf, Health & Wellness, Entrepreneurship, Investments, Operational Risk, Operational Risk..., Restructuring, Asset Based Lending, Financial Structuring, Project Finance, Investment Banking, Consumer Lending, Structured Finance, Funding
Education
Eastern New Mexico University 1993 — 1997
Bachelor of Business Administration, Double Major - Business Administration & Finance; Minor - Economics
American Bankers Association National Commercial Lending School 1997 — 1997
Graduate, Commercial Lending
Pacific Crest Planning, Inc. July 2015 - Present
New York Life Insurance Company July 2009 - June 2015
Terril, Lewis & Wilke Insurance May 2006 - June 2009
Skills
Strategic Financial..., Retirement, Microsoft Word, Finance, Insurance, Accounting, Retirement Planning, Securities, Fixed Annuities, Tax, Life Insurance, Disability Insurance, Microsoft Office, Small Business, Long-term Care, Banking, Customer Service, Financial Services, Long Term Care Insurance, Estate Planning, Mutual Funds, IRAs, 401k Rollovers
Education
Eastern Washington University 2002 — 2004
Bachelor of Science, Communication Studies
Republic National Distributing Company May 2014 - Present
Republic National Distributing Company September 2011 - May 2014
Bonefish Grill June 2007 - August 2011
New York Life Insurance Company December 2006 - July 2007
Skills
Public Relations, Team Management, Direct Sales, Microsoft Office, Adobe Creative Suite
Education
Eastern Kentucky University 2002 — 2005
Bachelor of Arts, Public Relations
New York Life Insurance Company May 2014 - Present
Haluwasa Summer Camp July 2011 - August 2011
Eastern University March 2011 - May 2011
Eastern University August 2009 - May 2011
Eastern University August 2008 - December 2010
Skills
Licensed Life Insurance..., Building Relationships, Creative Problem Solving, Permanent Life Insurance, Term Life Insurance, Education Funding..., Business Insurance..., Supplement to Employee..., 401k Rollovers, Annuity Sales, Retirement Planning, Grandparent Gifting, Estate Planning, Wealth Preservation..., Legacy Planning, Higher Education, Youth Mentoring, Student Development, Residence Life, Mathematics Education, Tutoring, Program Facilitation, Student Affairs, Nonprofits, Leadership, Program Development, Volunteer Management, Staff Development, Fundraising
Education
University of Pennsylvania 2011 — 2013
Higher Education
Eastern University 2007 — 2011
B.A, Mathematics
New York Life Insurance Company January 2002 - Present
Skills
Long-term Care, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, Long Term Care Insurance, Life Insurance, IRAs, Financial Planners, Whole Life, Estate Planning, Roth IRA
Education
East Stroudsburg University of Pennsylvania
Conde Nast July 2011 - Present
JLH Consulting May 2009 - Present
AllianceBernstein May 2008 - March 2011
AllianceBernstein June 2005 - May 2008
New York Life Insurance Company January 2005 - June 2005
AETEA Information Technology December 2000 - February 2005
United States Air Force December 1996 - December 2000
Skills
Project and Program..., Scrum, PMO, Agile Project Management, Strategic Planning, International Management, IT Strategy, Vendor Management, Asset Managment, Digital Media, Mobile Applications, Digital Strategy, Digital Integration, Business Analysis, Multilingual, New Media, Monetization, Process Engineering, Product Development
Education
New York University 2009 — 2009
Management & Information Technology, Certificate in Project Management
Eastern Kentucky University 1993 — 1996
Bachelor of Arts (BA), Industrial and Organizational Psychology
Ramstein American High School, Germany
STCU March 2013 - Present
Myth Designs March 2000 - Present
Chase Bank November 2011 - April 2013
New York Life Insurance Company November 2010 - November 2011
Target August 2009 - April 2010
Lowe's Home Improvement November 2004 - May 2009
Skills
Customer Service, Sales, Microsoft Word, Microsoft Office, Strategic Planning, Event Planning, FreePBX Phone Servers, Pfsense FreeBSD, Network Administration, Team Leadership
Education
Eastern Washington University 1997 — 2002
Adam G. Warren Inspections May 2013 - Present
The Carpet Shop December 2012 - Present
Burns Do It Center February 2012 - December 2012
Triangle Ace Hardware July 2009 - February 2012
New York Life Insurance Company August 2010 - December 2011
New York Life August 2010 - December 2011
Triangle Ace Hardware July 2009 - August 2010
Western Investment Properties LLC September 2004 - July 2009
Western Investment Properties LLC February 2004 - July 2009
Making Dough, Inc March 2001 - August 2004
Skills
Whole Life, Sales, Leases, Retirement Planning, Tenant, Insurance, Customer Service, IRAs, Accounting, Disability Insurance, Long-term Care, Marketing, Government, Real Estate, Property, Life Insurance, Rentals, Investment Properties, Fixed Annuities, Term Life Insurance, Real Estate Transactions, Employee Benefits, Health Insurance, Selling, Retirement, Real Property, Property Management, Listings, New Home Sales, Residential Homes, Investors, REO, Contract Negotiation, Sellers, Strategic Financial..., Mutual Funds, Short Sales, Finance, Foreclosures, HUD
Education
Eastern New Mexico University 1996 — 1998
East Texas Baptist University 1995 — 1996
Psychology
MassMutual Financial Group July 2014 - Present
New York Life Insurance Company December 2011 - June 2014
New England Securities September 2007 - December 2011
New York Life Insurance Company September 2003 - September 2007
AD Strategic Communications September 1993 - September 2003
The Port Authority of New York and New Jersey September 1971 - September 1993
Skills
Annuities, Investments, Securities, Wealth Accumulation, Pensions, Sales Skills Training, Crisis Management, Investor Relations, Fixed Annuities, Estate Planning, Financial Planning, Life Insurance, Financial Services, Retirement, Finance, Sales, Long Term Care Insurance, Retirement Planning, Insurance, Selling Skills, Disability Insurance, Employee Benefits, Mutual Funds, Long-term Care, Term Life Insurance, Small Business
Education
American University 2003 — 2010
Finance
Saint John's University - Peter J. Tobin College of Business 1970 — 1973
MBA, Marketing
Eastern Michigan University 1965 — 1970
BBA, International Marketing
New York University
Crisis Management/Communications
Mann Sutton and McGee, Ltd. April 2011 - Present
Kentucky Farm Bureau July 2009 - April 2011
New York Life Insurance Company April 2006 - July 2008
Lexington Police Department October 1989 - July 2004
Skills
Insurance, Life Insurance, Commercial Insurance, Program Management, Employee Benefits, Health Insurance, Term Life Insurance, Property & Casualty..., Legal Liability, Liability, Umbrella Insurance, Casualty, Homeowners, Disability Insurance, General Insurance, Customer Service
Education
Eastern Kentucky University
Loss Prevention
NASDAQ OMX March 2012 - Present
New York Life International Through January 2012 February 2010 - January 2012
New York Life International August 2006 - March 2010
New York Life Insurance Company January 2002 - August 2006
Strategic Sport Group October 1999 - August 2001
Skills
Budgeting, Planning, Governance, Security, Negotiation, MCSE, Business Analysis, Integration, Databases, Requirements Analysis, SQL, Change Management, Business Strategy, Customer Relations, Solution Design, Microsoft Office, SQL Server, Programming, Disaster Recovery, Vendor Management, Asset Management, Business Continuity, IT Strategy, Vendor Relations, Operating Systems, IT Operations, Policy, IT Management, Information Security..., Program Management, Network Security, CISSP, Green Belt, SOX Compliancy, HIPAA, Outsourcing, Management, Enterprise Software, Enterprise Architecture, Microsoft SQL Server, System Administration, Leadership, Customer Service, SharePoint, Microsoft Certified..., System Deployment, Project Planning, Solution Architecture, Budgets, Team Leadership
Education
East Stroudsburg University of Pennsylvania 1996 — 1998
Masters of Education, Sport Management
James Madison University 1988 — 1992
Bachelors of Science, HISTORY AND POLITICAL SCIENCE, MINOR IN ECONOMICS
WWPHS
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2013 - Present
Skills
Retirement Planning, Estate Planning, 401k Rollovers, IRA Rollovers, Permanent Life Insurance, Term Life Insurance, Personal Finance, Education Funding..., Small Business, Investments, Financial Services, IRAs, Retirement, Analysis, Insurance
Education
ECPI College of Technology 2011 — 2013
Bachelor's Degree, Business Administration, Management, 3.95 GPA
New York Life Insurance Company April 2015 - Present
Transamerica February 2013 - September 2014
Transamerica October 2003 - February 2013
Transamerica January 2001 - October 2003
Transamerica June 2000 - January 2001
Raymond James Financial Inc. December 1996 - June 2000
Skills
Financial Services, Process Improvement, Relationship Management, Mutual Funds, Microsoft Office, Internal Communications, Insurance, Corporate Communications, Employee Engagement, Customer Experience, Strategic Communications, Coaching, Crisis Communications, Analysis, Management, Marketing Communications, Team Leadership, Time Management, Series 6, Banking, Customer Service, Business Analysis, Leadership, Root Cause Analysis, Industry Research, Critical Thinking, Complaints, Risk Management, Forms Development, Form Design and..., IRAs, Performance Management, Operations Management, Investments, Employee Learning &...
Education
Eckerd College
Business Management
State University of New York College at Brockport
New York Life Insurance Company May 2013 - Present
PRN Ambulance November 2007 - Present
American Medical Response November 2002 - May 2005
San Gabriel Fire Department December 2003 - January 2005
Skills
Rescue
Education
Pepperdine University 2009 — 2012
Bachelor of Arts, Economics
El Camino College 2005 — 2007
Associate of Science (A.S.), Emergency Medical Technology/Technician (EMT Paramedic)
Rio Hondo College 1999 — 2007
Associate of Science (A.S.), Fire Technology
Rio Hondo College 1999 — 2007
Associate of Arts (A.A.), General Studies
Pennsylvania Lottery November 2014 - Present
Pennsylvania Liquor Control Board November 2011 - November 2014
The PFM Group June 2006 - November 2011
New York Life Insurance Company April 2005 - May 2006
Commonwealth of Pennsylvania, Department of Health March 2001 - February 2005
Skills
Public Relations, Media Relations, Event Planning, Social Media, Marketing Communications, Public Speaking, Strategic Communications, Microsoft Office, Marketing, Event Management, PowerPoint, Project Management, Email Marketing, Facebook, Social Media Marketing, Integrated Marketing, Press Releases, Editing, Speech Writing, Research, Marketing Strategy, Social Networking, Microsoft Word, Government, Outlook, Newsletters, Sales, Marketing Management, Lead Generation, Crisis Communications, CRM, Microsoft CRM, Writing, Resume Writing, Nonprofits, Corporate Communications, Customer Service, Microsoft Excel, Advertising, Community Development, Copywriting, Leadership, Community Outreach, Strategic Planning
Education
Elizabethtown College 1997 — 2001
BA, Communications, Political Science, Marketing
New York Life Insurance Company October 2014 - Present
Ramp Technology Group May 2014 - July 2014
Wengel & Associates January 2013 - May 2014
Legend January 2008 - December 2012
Skills
Marketing Communications, Art Direction, Analytics, Web Project Management, Web Architecture, CRM, Marketing, Project Coordination, Problem Solving, Web Content, Interactive Media, Print Management, Creative Direction, Environmental Graphics, SEO, Sales, Production Managment, Project Management, Business Analysis, Market Research, Relationship Marketing, Digital Printing, Social Media Marketing, Trade Shows, Advertising
Education
University of Phoenix 2005 — 2008
MBA, E-business
Eastern Michigan University 1990 — 1996
Bachelor of Fine Arts (BFA), Graphic Arts - Information Design
Eagle Industries Inc March 2015 - Present
Eleda Shop LLC December 2012 - August 2015
NLB Corporation December 2003 - August 2014
Manheim October 2001 - June 2003
MassMutual Financial Group January 2001 - April 2001
New York Life Insurance Company December 1999 - December 2000
American General Life and Accident April 1999 - December 1999
Vector Marketing May 1994 - July 1996
Skills
Microsoft Excel, Epicor, Syteline ERP, AS400 system, Accounts Receivable, Inventory Management, Accounts Payable, Microsoft Word, PowerPoint, Sales, Certified Microsoft..., Payroll, CRM, QuickBooks, Accounting, Financial Statements, Access
Education
Eastern Michigan University 2012 — 2017
Master of Science (MS), Accounting
Eastern Michigan University 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Hillsdale College 1993 — 1998
Bachelor of Science (B.S.), Marketing
Criteo April 2014 - Present
Charles River Interactive, Inc. December 2012 - April 2014
Cake Notice February 2011 - October 2012
Donovan Dominguez Interactive 2010 - 2011
New York Life Insurance Company 2008 - 2009
Cox Media 2006 - 2007
PARTNERS+simons June 2004 - September 2004
Skills
Event Management, Social Media, Advertising, Corporate Events, Social Media Marketing, Public Speaking, Public Relations, Marketing Communications, Marketing Strategy, Customer Service, Marketing, Trafficking, Digital Marketing, Digital Strategy, Customer Engagement, Client Development, Client Liaison, Social Networking, Facebook Marketing, Client Prospecting, Radio Promotions, Account Management, Project Management, Email Marketing, Competitive Analysis, SEM, Online Marketing, Sales, Online Advertising, SEO
Education
Furman University 2004 — 2008
Bachelors of Arts, Communications
East China Normal University
Chinese Language and Culture
Loomis Chaffee 2000 — 2004
New York Life Insurance Company 2011 - Present
New York Life Insurance Company 2009 - 2009
Sears Holdings Corporation April 2008 - August 2008
Education
East Stroudsburg University of Pennsylvania 2007 — 2011
Computer Science/ Computer Security
New York Life Insurance Company March 2013 - Present
Robert A. Howe Jr L.L.C. January 2007 - March 2013
MetLife March 2011 - January 2013
Securian Financial Group September 2007 - November 2009
Skills
Retirement Planning, Retirement, New Business Development, Fixed Annuities, Insurance, Health Insurance, 401k, Account Management, Customer Service, Securities, Finance, FINRA, Disability Insurance, Financial Services, IRAs, Mutual Funds, Long-term Care, Strategic Financial...
Education
Eastern Michigan University 1968 — 1973
Marketing
The Daily Oyster Company 2012 - Present
Hearst Communications, Inc. August 2011 - January 2012
ComServe Corp April 2009 - April 2010
Chicago Tribune Media Group 2006 - 2009
TeleDataNet Solutions, Inc. 1991 - July 2006
New York Life Insurance Company March 1990 - June 1992
Skills
Digital Media, Social Media Marketing, Social Media, Advertising, Online Advertising, Marketing Strategy, Digital Marketing, Social Networking, Online Marketing, SEO, Email Marketing, SEM, Business Development, Public Speaking, Event Planning, Blogging, Strategic Planning, Marketing Communications, Marketing, Event Management, Google Adwords, Start-ups, Lead Generation, Integrated Marketing, Direct Marketing, Mobile Marketing, Sales, Web Analytics, Public Relations, Salesforce.com, Facebook, Advertising Sales, E-commerce, Project Management, Brand Development, Media Buying, Account Management, Web Development, Newsletters, Market Research, Digital Strategy, Media Relations, Copywriting, New Media, Cold Calling, PPC, B2B, Marketing Management, Google Analytics, Press Releases
Education
East Carolina University
General Studies
Prince George's Community College
Computer Science
Volusia County Schools February 2015 - March 2015
Florida Power & Light March 2014 - August 2014
Masco Contractor Services March 2013 - February 2014
Merrill Lynch July 2012 - July 2012
U.S. Department of Justice June 2012 - June 2012
New York Life Insurance Company April 2012 - April 2012
Cricket Communications February 2012 - February 2012
ULA - United Launch Alliance - Lockheed Martin & Boeing September 2011 - November 2011
Virginia Bankers Association June 2010 - August 2010
DeFoggi Trucking January 2004 - June 2009
Skills
Windows Server 2003, Windows Server 2008, Windows 7, Windows XP Professional, Mac OS X, Linux, Microsoft Office, VMware, Symantec, Adobe, LAN/WAN, TCP/IP, Ethernet, Wireless, VPN, Cisco Switches, Cisco Call Manager, Network Administration, Network Security, HP Proliant, HP Server Hardware, Network Deployment, Desktop Deployment, Windows Server, Active Directory, Networking, XP, LAN-WAN, Windows XP, Technical Support
Education
ECPI University 2009 — 2010
Associates, Network Security
J. Sargeant Reynolds Community College 2001 — 2002
Construction Management
New York Life Insurance Company October 2011 - February 2015
Meadowdale Accounting Services, Inc. December 2004 - June 2011
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Accounting, Customer Service, Leadership, Public Speaking, Research, Social Media, Teaching
Education
University of Washington, Michael G. Foster School of Business 2008 — 2011
BA, Human Resource Management
Edmonds Community College 2006 — 2008
AA, Business
Starbucks June 2011 - Present
Science Faction Images November 2009 - June 2011
New York Life Insurance Company November 2006 - October 2009
Bureau of Education & Research September 1994 - April 2006
Education
El Camino College
New York Life Insurance Company January 2011 - Present
Skills
401k Rollovers, Annuity Sales, Business Relationship..., Exit Strategies, Life Insurance, Business Strategy, Business Networking, Buy-sell Agreements, Charitable Giving, Fixed Annuities, Variable Annuities, Education Funding, Estate Planning, Gifting Strategies, IRAs, Key Person Insurance, Long-term Care, Legacy Giving, Personal Finance, LGBT Rights, Retirement Planning, Networking, Wealth Preservation...
Education
Eastern Illinois University 1987 — 1991
Criminal Justice
New York Life Insurance Company November 1999 - Present
Skills
Retirement Planning, Insurance, Retirement, Insurance Planning, Term Life Insurance, Sales Management, 401k Rollovers, Sales Recruitment, Education Funding..., Long-Term Care Insurance, IRA Rollovers, Career Development, Leadership Development, Recruiting, Hiring, Sales, Management, Customer Service, Team Building, Life Insurance, Marketing, Leadership, Public Speaking
Education
East Carolina University 1978 — 1982
Bachelor's Degree, Business Administration
East Carolina University - College of Business
BSBA
New York Life Insurance Company September 2011 - Present
Skills
Fixed Annuities, Life Insurance
Education
Eastern Illinois University 2007 — 2011
Bachelor's degree, Recreation Administration
Ocobla Baptist Church March 2014 - Present
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company February 2013 - Present
Education
New Orleans Baptist Theological Seminary 2012 — 2015
Master of Divinity (MDiv), Christian Studies
Mississippi State University - College of Business and Industry 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
East Central Community College 2009 — 2010
Art/Art Studies, General
New York Life Insurance Company August 2015 - Present
Freelance Marketing, Copywriting and Design January 2010 - Present
American Association for Physician Leadership June 2014 - July 2015
ISPE July 2013 - June 2014
ISPE September 2010 - July 2013
Dosatron International, Inc August 2008 - September 2010
First Advantage June 2005 - July 2008
Quality Distribution 2004 - 2005
Raymond James January 2001 - June 2004
Skills
Copywriting, Marketing Communications, Email Marketing, Press Releases, Social Media, Marketing Strategy, Corporate Communications, Public Relations, Media Relations, Newsletters, Marketing, Editing, Event Planning, Strategy, Management, Marketing Management, Brand Management, Blogging, Project Management, Graphic Design, Event Management, B2B, SEO, Leadership, Strategic Communications, Strategic Planning, Writing, Internal Communications, Constant Contact, Informz, Adobe Creative Suite, Microsoft Office, Vocus, Trade Shows, Social Media Marketing, Budgets, Advertising, Social Networking, Web Content, Technical Writing, Account Management, Integrated Marketing, Online Advertising, Digital Marketing, Brand Development, Program Management, Facebook, Market Planning, Lead Generation, Online Marketing
Education
Eckerd College 1996 — 2000
Bachelor of Arts, Music
Liberty Mutual Insurance June 2013 - Present
Applebee's July 2010 - August 2014
Kentucky Employers' Mutual Insurance (KEMI) November 2012 - May 2013
New York Life Insurance Company June 2012 - September 2012
Lloyd's of London May 2012 - August 2012
Darden Restaurants January 2007 - July 2010
Skills
Licensed Life & Health..., Underwriting, Microsoft Office, Customer Satisfaction, Customer Service, Leadership, Microsoft Excel, Sales, Training, Access, Team Building, Time Management, Marketing, Management, Hospitality, Insurance, Outlook, Analysis, Workers Compensation
Education
Eastern Kentucky University 2008 — 2012
B.S, Insurance, 3.55
Keith, Meadows & Dunn, L.L.C. January 2015 - Present
New York Life Insurance Company December 2011 - Present
The Don Cesar Beach Resort January 2007 - May 2011
FBS and Venue Management January 2004 - 2011
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, Fixed Annuities, Investments, Estate Planning, Financial Services, Small Business, 401k Rollovers, Stand-up Comedy, Risk Management, Asset Protection, Wealth Preservation..., Annuity Sales, Protection..., Mutual Funds, Licensed Life Insurance..., Licensed in Long Term..., Licensed Life & Health..., Multi-generational..., Gifting Strategies, Succession Planning, Thought Leadership, Long-term Care, Communication
Education
Eckerd College 2004 — 2008
Bachelor of Arts, Human Development
University of Wollongong 2007 — 2007
Study Abroad Program, Outdoor Education
Silver Lake Regional High School 2000 — 2004
History; calculus; AP English; AP Spanish; Psychology
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company August 1996 - December 2014
NYLIFE Distributors August 1996 - December 2014
New York Life Insurance Company January 1990 - September 1996
New York Life Insurance Company August 1988 - December 1989
Guarantee Mutual Life Insurance Co January 1984 - August 1988
MetLife 1982 - 1983
Sierra Skateboard Park 1981 - 1982
Lincoln Financial Group 1978 - 1981
New York Life Insurance Company 1974 - 1978
Skills
Life Insurance, Retirement Planning, Business Planning, Buy-sell Agreements, Estate Planning, Mutual Funds, Financial Services, Long Term Care Insurance, 401k Rollovers, Social Media, Leadership, Sales, Public Speaking, Marketing, Creative Writing, Internal Communications, Social Networking, Editing, Research, Strategic Communications, Training, Public Relations, Insurance, Retirement, Fixed Annuities
Education
El Camino College 1967 — 1969
Associate of Arts (AA), Journalism
Mira Costa High 1962 — 1966
High School Diploma, General Studies
Cambridge Savings Bank March 2013 - Present
New York Life Insurance Company January 2012 - July 2012
Skills
Spanish, Economics, Market Research, Econometrics, International Relations, Economic Research, Public Policy, Microsoft Office, Foreign Languages, Investments, SPSS, Microsoft Excel, Forecasting, Statistics, Translation, Data Analysis, Quantitative Research, Quantitative Analytics, Quantitative Finance, Economic Development, International Economics, Latin America, Globalization, Political Science, Spanish translation, Mutual Funds, R, Stata, Critical Thinking, Excel, Stock Trading, Options, Notary Public
Education
Eckerd College 2007 — 2011
Bachelor of Arts, Economics International Relations, 3.54
University of Le Havre 2009 — 2010
Semester Abroad, French
Macy's June 2003 - Present
New York Life Insurance Company March 2012 - March 2013
Zale January 2003 - February 2009
Bombardier Aerospace June 1998 - October 2001
Bombardier Aerospace January 1999 - December 2000
Verizon Information Services June 1997 - September 1998
Skills
70 WPM, Clerical Skills, MS Office Suite, Customer Service, Time Management, Inventory Management, Sales, Administrative..., Data Entry, Typing, Microsoft Office, Management, Accounts Receivable
Education
El Centro 1975 — 1981
Business
Skyline High School 1971 — 1973
Diploma, Business
El Centro College
George J. Weiner Associates, LLP January 1989 - Present
New York Life Insurance Company March 1975 - March 1986
Skills
Leadership, Management, Strategic Planning, Small Business, Investments, Sales, Insurance, Business Development, Strategy, Business Planning, Business Strategy, Financial Analysis, Financial Services, Management Consulting, Marketing Strategy, Leadership Development, Risk Management, Analysis, Estate Planning, Retirement Planning, Asset Management, Marketing, Public Speaking, Team Building, Budgets, Strategic Financial..., Due Diligence, Market Research, Securities, Wealth Management, Organizational..., Sales Management, Executive Management, Public Relations, New Business Development, Coaching, Finance, Negotiation, Portfolio Management, Banking, Change Management, Retirement, Strategic Partnerships
Education
Elizabethtown College 1969 — 1973
Political Science/Economics
PennState University
Region 21 EMA October 2012 - Present
Memorial Health Center Specialty Clinic October 2011 - October 2012
New York Life Insurance Company November 2010 - August 2011
Buffalo County Nebraskaa August 2007 - October 2010
Skills
Administrative..., Data Entry, Telephone Skills, Fax, Travel Arrangements, Spreadsheets, Office Management, Calendars, Process Scheduler, File Management, Outlook, Customer Service, Microsoft Office, Administrative..., Time Management, Nonprofits, Social Media, Public Speaking, Community Outreach, Strategic Planning, Microsoft Excel
Education
Eastern New Mexico University 1986 — 1990
Bachelor of Science (B.S.), Psychology
Wyndham Hotel Group May 2013 - Present
Zucker, Goldberg & Ackerman, LLC September 2012 - May 2013
Corradino & Papa, LLC. - Personal Injury Law Firm Personal Injury Lawyers September 2010 - August 2012
ADHD Mood & Behavior Center February 2010 - August 2010
New York Life Insurance Company December 2007 - December 2009
NewBridge Services, Inc. February 2007 - December 2007
Champion Mortgage October 2001 - February 2007
Skills
Management, Microsoft Excel, Legal Research, Microsoft Office, Leadership, Legal Writing, PowerPoint, Customer Service, Microsoft Word, Civil Litigation, Litigation, Budgets, Due Diligence, Research, Time Management, Process Improvement, Communication, Outlook, Team Building, Administration, Human Resources, Policy, Training, Public Speaking, Employee Relations, CRM
Education
Villanova University 2015 — 2015
Currently pursuing my Professional in HR Certificate (PHR), Human Resources
Fairleigh Dickinson University-Florham Campus 2010 — 2010
Certificate, Paralegal Studies
Eastern Michigan University 1997 — 2001
Bachelor's Degree, Public Law & Government
Country Financial November 2013 - Present
New York Life Insurance Company July 2008 - October 2013
Skills
Long-term Care, Strategic Financial..., Insurance, Health Insurance, Customer Service, Strategic Planning, Sales, Marketing, New Business Development, Sales Management, Team Building, Retirement, Microsoft Excel, Account Management, Microsoft Office, Series 7, Real Estate, IRAs, Finance, Long Term Care Insurance, Investments, Series 63, Wealth Accumulation, 401k, Disability Insurance, Term Life Insurance, Mutual Funds, Universal Life, Wealth Management, Asset Management, 401k Rollovers, Series 6, General Insurance, Roth IRA, College Savings Plans, Variable Annuities, Umbrella Insurance, 529 Plans, Casualty
Education
Elmhurst College 1994 — 1996
Bachelor of Arts (B.A.), Communication, General
Elmhurst College
Bachelor of Arts (B.A.), Communication, General
New York Life Insurance Company July 2015 - Present
S.T.P. Enterprises, Inc April 1995 - June 2015
Skills
Fixed Annuities, Estate Planning, Business Planning, High Net Worth..., Buy-sell Agreements, Asset Protection, Life Insurance, Life Insurance..., Creative Problem Solving, Small Business, Business Insurance..., Education Funding..., Insurance, Retirement, Disability Insurance, Long-term Care, Securities
Education
Wayne State University 1989 — 1991
MBA, Finance
Eastern Michigan University 1986 — 1989
BBA, business
Benjamin Franklin High School 1980 — 1984
Diploma, High School/Secondary Diplomas and Certificates
City National Bank November 2014 - Present
Christiana Trust, a division of Wilmington Savings Fund Society, FSB May 2009 - November 2014
New York Life Insurance Company January 1996 - August 2005
Skills
Banking, Credit, Loans, Microsoft Office, Risk Management, Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Finance, Wealth Management, Investments, Financial Planning, Financial Services, Asset Management, Mortgage Lending, Relationship Management, Mutual Funds, Securities, Equities, Retirement Planning, Financial Risk, Estate Planning, Commercial Lending, Retail Banking, Private Banking
Education
El Camino College 1987 — 1990
Bishop Montgomery High School 1983 — 1987
New York Life Insurance Company December 2011 - Present
JPMorgan Chase 2005 - 2012
U.S. Army Reserve May 1990 - May 1998
Skills
Retirement Planning, Insurance, Estate Planning, 401k Rollovers, Investments, Retirement, Long-term Care, Financial Services, Leadership, Sales, Life Insurance, Team Building, Public Speaking
Education
Eastern Illinois University
BS, Political Science
East Alton Wood River CHS
Avnet Technology Solutions August 2012 - Present
Pepperweed Consulting June 2011 - August 2012
Sierra w August 2009 - April 2010
Northrop Grumman January 2009 - April 2009
Walgreens Medmark - Specialty Pharmacy June 2008 - October 2008
New York Life Insurance Company January 2008 - May 2008
Skills
Information Technology..., HP Software Products, Recruiting, Microsoft Office, Management, Enterprise Software, Marketing, Leadership, Integration, Public Relations, Cloud Computing, Sourcing, Interviews, Program Management, Internet Recruiting, Sales, Talent Acquisition, Consulting, Customer Service, Applicant Tracking..., CRM, Data Center, ITIL, Enterprise Architecture, IT Service Management, SDLC
Education
Edinboro University of Pennsylvania 2004 — 2008
B.S., Health Education/Health Promotion
Edinboro University of Pennsylvania
Bachelor of Science, Health and Physical Education; Health Promotion
New York Life Insurance Company February 2015 - Present
One Step Staffing and Recruiting May 2014 - October 2014
Staff Care April 2013 - May 2014
Bank of America June 2011 - March 2013
Spa For Paws June 2008 - March 2011
Skills
Sales, Cold Calling, Financial Analysis, Internet Recruiting, Account Management, Healthcare, Leadership, Wealth Transfer..., Education Funding..., Customer Insight, Customer Satisfaction, Whole Life Insurance, Thought Leadership, Customer Retention, Customer Relations, Wealth Preservation..., Retirement Planning
Education
The University of Texas at Arlington 2006 — 2008
Business Administration and Management, General
El Paso Community College 2003 — 2005
General Studies, 3.5
JRM FINANCIAL LIMITED June 2015 - Present
ZocDoc March 2015 - Present
New York Life Insurance Company August 2013 - Present
Aflac January 2013 - Present
MDU Communications October 2010 - November 2011
Skills
Data Entry, Estate Planning, Insurance, Outlook, Auditing, Contract Management, Direct Sales, Proofreading, Financial Analysis, Stock Market, Municipal Bonds, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, Social Networking, Securities, Mutual Funds, B2B, Relationship Management, Financial Advisory, Series 7, Series 63, Investment Strategies, Recruiting, Asset Allocation, Stocks, Investment Advisory, Retirement Planning, Finance, Life Insurance, Strategic Financial..., Employee Benefits, Health Insurance, Disability Insurance, Customer Service, Call Centers, Financial Services, Building Relationships, Wealth Management, Retirement, Strategy, Financial Planners, 401k, Wealth, Investments, Asset, Term Life Insurance, Investment Management
Education
East Stroudsburg University of Pennsylvania 2003 — 2009
Engineer Transfer Program
Rutgers, The State University of New Jersey-Newark
Finance, General
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company September 1996 - December 2014
New York Life Insurance Company September 1996 - December 2014
New York Life Insurance Company January 1990 - September 1996
Skills
Life Insurance, Retirement Planning, Estate Planning, Mutual Funds, Fixed Annuities, Long-term Care, Investments, Disability Insurance, Underwriting, Employee Benefits, Risk Management, Pensions, Financial Services, Retirement, IRAs, Insurance, Securities, Term Life Insurance, Financial Planning, Wealth Management, Long Term Care Insurance
Education
El Camino College 1967 — 1969
Associate's degree, Photojournalism
Hardhat Workforce Solutions March 2015 - Present
New York Life Insurance Company June 2014 - February 2015
Enterprise Holdings October 2013 - March 2014
CBS Radio February 2013 - September 2013
O.H Walker Insurance June 2012 - January 2013
Skills
Account Management, Communication, Customer Service, Microsoft Office
Education
Eckerd College 2009 — 2012
Bachelor of Arts (B.A.), Communication
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2008 - Present
Skills
Retirement, Retirement Planning, Employee Benefits, Estate Planning, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Charitable Giving, Education Funding..., Key Person Protection, Legacy Planning, Licensed in Long Term..., License Life and Health..., Lifetime Income..., Variable Annuities, Investments, Small Business, Insurance, Fixed Annuities, Customer Service
Education
Edison Community College 1979 — 1981
Business
Phoebe Putney Health System July 2015 - Present
University of Kentucky January 2010 - May 2015
Mercury Medical 2008 - 2009
Blood Recovery Systems of Florida, Inc. 2007 - 2009
New York Life Insurance Company 2005 - 2007
Skills
Oncology Clinical..., Vaccines, Research, Cancer Research, Lung Cancer, Pharmacology, Pharmacy, Communication Skills, Empathy, Medical Sales, Direct Sales, Cell Culture, Data Analysis, ELISA, ELISPOT, Statistics, Lifesciences, Public Health, Phlebotomy, Licensed Life & Health..., Clinical Research
Education
The University of Georgia 2015 — 2016
Teaching Certificate/Clinical Pharmacy Certificate, Pharmacy
University of Kentucky College of Pharmacy 2011 — 2015
Doctor of Pharmacy (Pharm.D.), Pharmacy
Eastern Kentucky University
Bachelor of Science (BS), Biology, General/Chemistry minor
Pikeville College
New York Life Insurance Company March 2015 - Present
Education
East Tennessee State University
Master of Business Administration (M.B.A.)
Kaplan University
New York Life Insurance Company February 2015 - Present
BILLING DYNAMICS 2014 - 2015
DEPARTMENT OF DEFENSE 2010 - 2013
WASHINGTON STATE PUBLIC SAFETY January 2008 - August 2010
US ARMY 2003 - 2007
Skills
Life Insurance, Corporate Law, Insurance, Customer Service, Strategic Planning, Custom Whole Life, Whole Life, Public Safety, Law Enforcement, Term Life Insurance, Long Term Care Insurance, Living Will, Trusts, Marketing, Microsoft Excel, Legal Research, Legal Writing, Microsoft Office, Finance, Civil Litigation
Education
National University 2013 — 2014
Bachelor's Degree, Legal Assistant/Paralegal
Eastern Kentucky University 2010 — 2012
Bachelor's Degree, Homeland Security, Law Enforcement, Firefighting and Related Protective Services, 3.9 GPA
Washington State University Tri-Cities 2009 — 2010
Associate's Degree, Criminal Justice/Police Science, 3.8
Supplemental Health Care August 2015 - Present
Angels of Care Pediatric Home Health December 2014 - August 2015
Invitation Homes March 2013 - December 2014
Comerica Bank August 2011 - March 2012
Rent-A-Center February 2011 - August 2011
New York Life Insurance Company November 2009 - October 2010
Skills
Customer Service, Customer Satisfaction, Sales, Outlook, Customer Retention, Banking, Microsoft Excel, Microsoft Office, Data Entry, Time Management, Retail, Teamwork, Call Center, Administrative..., Employee Relations, Human Resources, Call Centers, Training, Salesforce.com, Leadership, Team Building, Management, Microsoft Word
Education
Eastfield College 2014 — 2016
Associate of Arts (A.A.), Communication, Journalism, and Related Programs
Arlington High School 2002 — 2006
Diploma, General Studies
New York Life & MainStay Investments June 2012 - Present
New York Life Insurance Company 2012 - Present
Charleston County School District August 2011 - June 2012
Dorchester County Public Schools August 2008 - July 2011
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Financial Services, Securities, Financial Planning, Small Business, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Retirement
Education
Eastern Michigan University 2002 — 2004
Master's degree, Education
Eastern Michigan University 1997 — 2002
Bachelor's degree, Business/Corporate Communications
Brookwood Sports Academy January 2013 - Present
Goal Line Football July 2010 - Present
New York Life Insurance Company August 2010 - August 2011
Skills
Finance, Retirement Planning, Financial Services, Strategic Financial..., Coaching, Scouting, Negotiation, Investments, Football, Athletic Training, Sports Marketing, Leadership, Event Management, Marketing, Social Media, Customer Service, Microsoft Office, Public Speaking, Sports Management
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (MBA), Sports Management
Elmhurst College 2006 — 2010
Bachelors, Finance, Economics, International Business
Nationwide Insurance January 2015 - Present
Independence High School July 2014 - December 2014
New York Life Insurance Company November 2013 - October 2014
Suntree, LLC December 2010 - September 2013
Gilbert Christian High School 2009 - 2010
North American Mission Board 2004 - 2009
Skills
Team Leadership, Coaching, Networking, Personal Development, Strategic Consulting, Leadership, Leadership Development, Training, Team Building, Employee Training, Organizational..., Social Networking, Marketing, Recruiting, Small Business, Community Outreach, Public Speaking, Nonprofits, Teaching, Customer Service
Education
East Central University
New York Life Insurance Company October 2014 - Present
Skills
Financial Analysis, Management, Project Management, Retirement Planning, Business Strategy, VoIP, Cisco Technologies, Process Improvement, Routers, MPLS Networking, MPLS, Social Security, Life Insurance, Permanent Life Insurance, Long-term Care, Long-term Customer...
Education
Edgewood College 2005 — 2010
MBA, Finance
Herzing College 2002 — 2005
Bachelor of Applied Science (BASc), Information Technology
Island Massage Therapy October 2014 - Present
Massage Envy Spa September 2014 - Present
Snap Diagnostics February 2013 - January 2014
Serenity Gardens Memorial Park and Moss Feaster Funeral Home January 2012 - December 2012
Independent Contractor October 2010 - July 2011
New York Life Insurance Company October 2010 - May 2011
Vehicare Fleet Maintenance Solutions, LLC June 2009 - September 2009
NCH Corporation March 2000 - June 2009
Petro-Chemical Field Sales March 2000 - May 2009
Morton Plant Mease Wellness Center January 1997 - May 1999
Skills
B2B, Inventory Management, Selling, Sales, Customer Service, Insurance, Account Management, Sales Management, Marketing, Team Building, New Business Development, Negotiation, Recruiting, Training, Sales Operations, Fitness
Education
The Cortiva Institute of Massage Therapy 2014 — 2014
Licensed Massage Therapist, Massage Therapy/Therapeutic Massage
Eckerd College 1987 — 1991
Bachelor of Arts, Human Services Administration
New York Life Insurance Company August 2014 - Present
Red Lobster July 2013 - June 2014
OVC Digital Network August 2013 - December 2013
Storyville USA March 2013 - July 2013
Skills
Sales, Insurance, Life Insurance, Health Insurance, Long Term Care Insurance, After Effects, Final Cut Pro, Social Media
Education
Eastern Kentucky University 2010 — 2014
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Trinity High School
University of Kentucky
eLogic Learning August 2014 - Present
Cynacon/Ocusoft, Inc April 2014 - July 2014
Cynacon/Ocusoft, Inc October 2012 - July 2014
New York Life Insurance Company September 2009 - January 2013
Bar Management Group April 2006 - September 2009
Valpak May 2005 - June 2006
Skills
Sales, Customer Service, Program Management, CRM, Marketing, Marketing Strategy, Account Management, Sales Operations, Sales Management, Cold Calling, Sales Presentations, Finance, Management, Sales Process
Education
East Carolina University 2001 — 2005
Bachelor of Arts (B.A.), Communication; Public Relations
East Carolina University 2001 — 2005
Bachelor of Arts (BA), Communication, General
First & Farmers National Bank, Inc August 2014 - Present
Shelter Insurance Companies September 2011 - August 2014
New York Life Insurance Company September 2010 - September 2011
Cumberland Valley National Bank 2002 - 2010
Education
Eastern Kentucky University 1995 — 1999
BS, Agricultural
Madison Central HS 1990 — 1994
IBM May 2014 - Present
IBM March 2014 - June 2015
IBM June 2012 - July 2014
IBM May 2012 - April 2013
IBM Tivoli Software June 2011 - August 2011
UVTS December 2009 - July 2011
New York Life Insurance Company December 2008 - March 2010
Skills
Leadership, Sales, Strategy, Marketing Strategy, Management, Customer Satisfaction, Solution Selling, Microsoft Office, Insurance, Time Management, Business Development, Account Management, Finance, CRM, Salesforce.com, Customer Service, Software Development, Project Management, Project Planning
Education
East Carolina University - College of Business 2010 — 2011
MBA, Finance
East Carolina University - College of Business 2003 — 2008
BSBA, Finance, General
Sovereign Transport January 2015 - Present
Swakabe Properties Inc. March 2007 - Present
New York Life Insurance Company November 2007 - July 2008
QuickFlight November 2005 - August 2007
Anne Grady December 2004 - August 2005
Skills
Program Management, Organizational..., Planning, Healthcare, Project Planning, Community Outreach, Analysis, Employee Benefits, Event Planning, Leadership Development, Software Documentation, Start-ups, Strategic Planning
Education
Eastern Michigan University 2010 — 2014
BS, Psychology
New York Life Insurance Company May 2015 - Present
American Home Mortgage Servicing 2009 - 2012
American Home Mortgage Servicing 2009 - 2012
Compass Bank 2000 - 2005
Compass Bank 2000 - 2005
US Navy July 1978 - December 1998
Skills
Microsoft Excel, Outlook, Microsoft Office, Customer Service, PowerPoint, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Retired Navy Master..., Communication, Security Clearance, Mortgage Banking, Reverse Mortgages, Banking, Analysis, Financial Analysis, Training
Education
Florida Community College at Jacksonville 1992 — 2013
none, Business Administration and Management, General
US Military Service 1978 — 1998
None, Military and Strategic Leadership, E-9--- Master Chief
East Mississippi Community College 1976 — 1978
None, Mortuary Science and Embalming/Embalmer
National Life Group January 2009 - December 2010
New York Life Insurance Company January 2006 - December 2008
Principal Financial Group January 2004 - December 2006
Phoenix Wealth Management January 2002 - December 2003
Northwestern Mutual January 1991 - December 2001
Sports Planinng Unlimited January 1991 - December 1992
Skills
Retirement, Fixed Annuities, Retirement Planning, Insurance
Education
Eastern Illinois University 1991 — 1992
BA, Public Relations
Southern Illinios University 1989 — 1991
PR
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2012 - October 2014
Champion Container Company May 2012 - October 2012
H&H Environmental 2011 - 2012
Trinity Episcopal School August 2010 - May 2011
Skills
Series 7, Series 63, Series 24, Training, Education, Customer Service, Trading, Time Management, Windows, Microsoft Office, Sales, Production Schedules, Marketing, Operations Management, Inventory Management, Shipping, Team Building, Leadership, Public Speaking
Education
East Texas Baptist University 2004 — 2008
Bachelor of Arts, Music (Major); Psychology (Minor)
Church of the Brethren Benefit Trust November 2007 - Present
Elgin Community College January 2003 - Present
New York Life Insurance Company July 1983 - July 2007
Skills
Business Management, Sales, Marketing, Teaching, Presentations, Trust Services, Insurance, Fixed Annuities
Education
Elgin Community College
Associate’s Degree, Computer and Information Sciences and Support Services
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Mass Communication/Media Studies
University of Illinois at Urbana-Champaign
Master of Business Administration (M.B.A.), Marketing
Executive Insurance,LLC December 1995 - Present
New York Life Insurance Company 1995 - Present
Skills
Small Business, Retirement, Fixed Annuities, IRAs, Insurance, Retirement Planning, Estate Planning, Management, Disability Insurance, Life Insurance, Event Planning, Customer Service, Accounting, Public Speaking, Long Term Care Insurance, Leadership, Strategic Planning
Education
Charleston Catholic High School 1985 — 1990
East Tennessee State University
Bachelor of Arts (B.A.)/ Bachelor of Science (B.S.), Industrial and Organizational Psychology/Speech Communication
Thames Valley University
Organizational Management
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company November 2012 - July 2015
Catalina Marketing November 2008 - November 2012
Intuit March 2001 - December 2008
Ariba October 1999 - May 2001
Tech Data Corporation November 1996 - October 1999
Skills
Software Quality..., SDLC, Testing, Agile Methodologies, Test Automation, Quality Center, Test Planning, Web Services, SOA Testing, SoapUI, SOA, REST, ACORD, Insurance, Scrum, Healthcare Information..., LPN
Education
Eckerd College
Bachelor of Science (BS), Information Technology
Galen College of Nursing - Tampa
New York Life Insurance Company March 2008 - Present
New York Life Insurance Company June 2005 - March 2008
Skills
Long-term Care, Retirement Planning, Retirement, Fixed Annuities, Long Term Care Insurance, Life Insurance, Variable Annuities, Term Life Insurance, IRAs, Financial Services, Insurance, 401k, Finance, Disability Insurance, Securities, Mutual Funds
Education
East Carolina University 1975 — 1979
Bachelor of Arts (BA), Psychology and Sociology
Itellignece January 2012 - Present
Itelligence December 2010 - December 2011
Itelligence 2010 - 2011
Matlen Silver (Brystol Myers) January 2009 - December 2010
Sixth Gear 2008 - November 2009
Scivantage February 2007 - May 2008
AIG 2007 - 2008
New York Life Insurance Company 2004 - 2007
IBM 2001 - 2007
Avaya 2000 - 2004
Education
East Carolina University - College of Business 1975 — 1979
BSBA
MassMutual Financial Group October 2011 - Present
Innovative Financial Strategies, LLC April 2011 - Present
New York Life Insurance Company June 1995 - October 2011
Skills
Long Term Care, Disability Insurance, Annuities, Retirement, Insurance, Investments, Term Life Insurance, IRA's
Education
Eastern Michigan University 1980 — 1981
Nerium Skin Care Products February 2015 - Present
The Ritz-Carlton Club April 2008 - Present
Massage by Michele, LLC February 1996 - Present
New York Life Insurance Company May 2015 - 2015
Skills
Chair Massage, Neuromuscular Therapy, Therapeutic Massage, Bodywork, Aromatherapy, Swedish, Pain Management, Healing, Spa, Chiropractic, Resorts, Hospitality, Customer Service, Deep Tissue Massage, Trigger Point Therapy, Hotels, Wellness, Reflexology, Lymphatic Drainage, Scrubs, Thai Massage, Stretching, Myofascial Release, Body Wraps, Essential Oils, Body Massage, Myofascial, Neuromuscular, Relaxation, Myofascial Release..., Back Pain, Headaches, Healing Touch, Reiki, Prenatal Care, Energy Work, Chronic Pain, Energy Healing, Fibromyalgia, Sports Injuries, Sciatica, Neck Pain, Manual Therapy, Shoulder Pain, Whiplash, Medical Massage
Education
Massage Training 1994 — 1995
OAS, Massage, Anatomy, Physiology, Nutrition
Estero High 1990 — 1993
Diploma
Edison Community College
CitiGroup October 2014 - April 2015
JPMorgan Chase & Co. April 2014 - October 2014
Merrill Lynch March 2012 - January 2014
USAA January 2010 - March 2012
New York Life Insurance Company May 2008 - January 2010
Assurecor May 2007 - January 2008
Waddell & Reed December 2006 - May 2007
Skills
Retirement Planning, IRAs, Fixed Annuities, Life Insurance, Long Term Care Insurance, College Savings Plans, Investments, Retirement, Insurance, Wealth Management, Mutual Funds, Customer Service, Estate Planning, Finance, Financial Advisory, Leadership, Risk Management, Series 7
Education
Rice University 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
East Carolina University 2005 — 2007
BSBA, Finance
United States Naval Academy 2003 — 2004
Economics
Tri City Country Club August 2015 - Present
New York Life Insurance Company September 2013 - August 2015
Without a Hitch {Weddings+Events} February 2011 - June 2015
Tri-Cities Visitor & Convention Bureau September 2008 - September 2009
Columbia Hospitality 2004 - 2007
InterContinental Hotel Group August 2001 - January 2003
Sun Valley Company 2000 - 2001
Skills
Relationship Management, Licensed Life Insurance..., Retirement Planning, Small Business, Sales, Marketing, Life Insurance, Management, Public Relations, Analysis, Public Speaking, Insurance, Social Media, Team Building, Social Networking, Customer Service
Education
Washington State University 1996 — 2000
BA, Hotel & Restaurant Administration
Washington State University 2003 — 2004
BA, Communication (Public Relations emphasis)
Groupe Ecole supérieure de Commerce et de Management 1998 — 1998
Cross Culture Management
New York Life Insurance Company November 2014 - Present
Skills
Fixed Annuities, 401k Rollovers, Buy-sell Agreements, Charitable Giving, Employee Benefits, Estate Planning, Income Protection, Key Person Protection, Retirement Planning, Term Life Insurance, Universal Life, Whole Life Insurance
Education
Eastern Connecticut State University
Southern Connecticut State University
Business
Rehkemper & Son February 2013 - Present
New York Life Insurance Company December 2012 - February 2013
Ozark Structures September 1997 - August 2012
Home Construction Company May 1990 - August 1997
Walmart 1989 - 1992
Skills
AutoCAD, Submittals, Construction, Construction Management, Renovation, SketchUp, CAD, Photoshop, Microsoft Office, LEED AP, BIM, Architectural Design, Construction Drawings, Structural Engineering, Materials, Budgets, Customer Service
Education
Eastern Illinois University 1994 — 1996
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors December 2013 - Present
State of Illinois April 2013 - April 2014
First Command Financial Services April 2013 - August 2013
T-Mobile August 2012 - April 2013
New York Life Insurance Company March 2011 - March 2012
Bank of America September 2006 - March 2011
Skills
Mutual Funds, Finance, Financial Risk, Risk Management, Customer Service, Microsoft Office, Retirement Planning, Sales, Call Centers, Fixed Annuities, Life Insurance, Analysis, Credit, Financial Analysis, Insurance, Management, Marketing, Recruiting, Retirement, Team Building
Education
University of Phoenix 2007 — 2009
MBA, Business of Administration
Eastern Illinois University 2002 — 2005
Bachelor, Economics
TIAA-CREF July 2012 - Present
New York Life Insurance Company January 2009 - July 2012
Myers & Chapman, Inc October 2007 - October 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Investments, Sales, Financial Services, Series 7, Series 66, Banking, IRAs, Microsoft Office, Credit, Marketing, Employee Benefits, Team Building
Education
East Carolina University 1997 — 2002
BS, Economics & Business Administration
Lincoln Heritage August 2014 - Present
Aflac June 2011 - Present
Ty Watts Photography March 2010 - Present
New York Life Insurance Company June 2013 - August 2014
Merck March 1999 - March 2010
Skills
Retirement Planning, Annuity Sales, Asset Protection, 401k Rollovers, Sales, Insurance, Customer Service, Team Building, Leadership, Public Speaking, Life Insurance, Training, Retirement
Education
Eastern Illinois University 1979 — 1981
Bachelor of Arts (B.A.), Economics
Lincoln College 1977 — 1979
Associate of Arts (A.A.), Business/Commerce, General
New York Life Insurance Company 2009 - Present
New York Life Insurance Company 1992 - 2009
Education
Eastern Illinois University 1987 — 1992
Bachelor's degree, Psychology and Business
New York Life June 1996 - Present
New York Life Insurance Company 1996 - Present
US Bank June 1991 - June 1996
Education
Western Washington University 1988 — 1991
BA, Accounting
Edmonds Community College 1986 — 1988
New York Life October 2006 - Present
New York Life Insurance Company 2006 - Present
Seigle's / Stock Building Supply February 2002 - September 2006
Dundee Towhship Park District - Bonnie Dundee Golf Course 1995 - 2001
Skills
Customer Service
Education
Eastern Illinois University 1997 — 2001
Bachelors, Business Management
National Residential Mortgage, a service of Heartland Financial USA, Inc. January 2015 - Present
KeyBank January 2015 - Present
Mortgage Advisory Group October 2013 - April 2014
Bank of America April 2012 - September 2013
New York Life Insurance Company December 2009 - March 2011
Bank of America May 2000 - April 2009
Skills
Retail Banking, Wealth Management, Building Relationships, Bank Relationship..., Inside Sales, relationship building..., Insurance, Mortgage Lending, Loans, Banking, Credit, Small Business Lending, Financial Services, Investment Properties
Education
Eastern Washington University 1972 — 1976
BA/Ed, Communications
Eastern Washington University 1972 — 1976
Bachelor's degree, Communication and Media Studies and Drama
NECA/IBEW 134 Chicago September 2015 - Present
Gallagher Bassett Services, Inc. October 2010 - September 2015
Fifth Third Bank November 2009 - October 2010
CORE Print Solutions October 2008 - October 2009
New York Life Insurance Company April 2008 - October 2008
Skills
Insurance, Customer Service, Employee Benefits, Sales, Marketing, Account Management, Strategic Planning, Public Speaking, Microsoft Office, Social Media, Team Building, Event Planning, Credit, Finance, Retail
Education
Elmhurst College 2004 — 2008
BA, Communications
New York Life Insurance Company February 2009 - Present
DiFlorio Financial January 2009 - Present
Positive Image Pro January 1986 - November 2012
Photo by Marco: Positive Image Pro July 1986 - July 2012
Skills
Retirement Planning, Life Insurance, Long-term Care, Retirement, Insurance, 401k Rollovers, Financial Services, Term Life Insurance, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, College Savings Plans, Financial Advisory, Wealth Accumulation, Roth IRA, IRAs, Wealth Management, Employee Benefits, Variable Annuities, Whole Life, Key Person Protection, Business Strategy, Buy-sell Agreements, Life Insurance Planning, Traditional IRA, Simple IRA, Mortgage Protection, Annuity Sales, Health, Group Insurance, International Business, International Marketing
Education
Virginia Wesleyan College 1980 — 1984
Bachelor of Arts (BA), Psycholgy/Art
Eastern Virginia Medical School 1984 — 1986
MS. AT., Art Therapy/Therapist
FW Cox 1977 — 1980
Crown Automotive Sales March 2013 - Present
New York Life Insurance Company June 2012 - January 2013
CareerWorks/UMass Donahue Institute January 2006 - August 2011
Metro South Chamber of Commerce 2000 - 2011
Rotary International 1999 - 2011
South Shore Supply, Inc January 1996 - January 2006
Skills
Accounting, Budgeting, Accounts Payable, General Ledger, Auditing, Compliance, Financial Reporting, Non-profits, Internal Controls, Financial Management, Cash Management, Accounts Receivable, Payroll, Reconciliation, Payroll Processing, Inventory Management, Customer Service, Strategic Planning, Excel, Microsoft Office, Policy, Administration, Benefits Administration, Account Management, Supervisory Skills, Contract Management, SAP, Budgets, Microsoft Excel, Small Business, Nonprofits, Public Speaking, Employee Training, Financial Analysis, Management, Grants, Business Planning, Account Reconciliation, Team Building, Training
Education
Eastern Nazarene College 1997 — 1999
BA, Management
Eastern Nazarene CollegeLEAD 1996 — 1999
Bachelor of Arts, Management
Outsourcer Marketplace August 2009 - Present
Capgemini 2010 - 2011
Blue Hill Data Services October 2007 - August 2009
Digica, Inc. February 1998 - October 2007
New York Life Insurance Company 1987 - 1997
Education
East Stroudsburg University of Pennsylvania 1983 — 1986
BS, Computer Science
New York Life Insurance Company February 2015 - Present
Vaco 2013 - 2015
Health Care Excel 2010 - 2013
Redcats USA 2010 - 2011
Robert Half Management Resources 2008 - 2010
Thomson, Inc. 2006 - 2008
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Budgets, Account Reconciliation, Forecasting, General Ledger, Sarbanes-Oxley Act, Finance, Process Improvement
Education
Eastern Illinois University 1988 — 1990
B.S., Accounting
Neshoba County General Hospital-Nursing Home March 2008 - Present
Neshoba Democrat October 2001 - March 2008
New York Life Insurance Company January 2001 - December 2001
Chahta Enterprise September 1983 - December 2000
Skills
Public Speaking, Strategic Planning, Community Outreach, Program Development, Nonprofits, Fundraising, Community Development, Advertising, Marketing, Public Relations, Media Relations, Microsoft Office, Press Releases, Marketing Communications, Social Media, Event Planning, Social Media Marketing, Newsletters, Sales, Facebook, Event Management, Social Networking, Budgets, Leadership, Corporate Communications, Editing, Team Building, Strategic Communications, Marketing Strategy, Online Marketing, Email Marketing, Management, Leadership Development, Hospitals, Proposal Writing, Healthcare, Volunteer Management, Blogging, Grant Writing
Education
East Central Community College
Business/Commerce, General
Ms State University - Meridian Branch
Business Administration and Management, General
Wells Fargo Advisors, LLC January 1998 - Present
Met Life January 1992 - January 1998
New York Life Insurance Company January 1980 - June 1992
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Wealth, Finance, Loans, 401k Rollovers, 401k
Education
Edinboro University of Pennsylvania 1974 — 1978
Bachelor of Business Administration (BBA)
New York Life Insurance Company December 2010 - Present
Skills
Fixed Annuities, Mutual Funds, Financial Services, Long-term Care, Retirement Planning, Retirement, Life Insurance, Strategic Financial..., Investments, Insurance
Education
Ellis University 2003 — 2006
MBA, General Studies
University of Delaware 1991 — 1996
Bachelor of Science, Medical Technology
Immaculata High School
New York Life Insurance Company January 2015 - Present
Your Elephant, Inc. January 2015 - Present
Your Elephant, Inc. October 2010 - January 2015
Ceridian September 2008 - September 2009
ADP September 1998 - September 2006
Standard Register April 1993 - September 1998
Skills
Human Resources, Benefits Administration, Strategy, Payroll, Personnel Management, Sales, Leadership, Employee Benefits, Sales Operations, Program Management, Time Management, Business Strategy, Long-term Care, General Securities...
Education
State University of New York at New Paltz 1986 — 1988
BS, Business
East Tennessee State University 1984 — 1985
Business, Management, Marketing, and Related Support Services
Hartford Central 1976 — 1984
New York Life Insurance Company August 2010 - Present
Education
Eastern Kentucky University
New York Life Insurance Company July 2011 - Present
Contact Centers of America May 2009 - June 2011
Skills
Outsourcing, Operations Management, Contract Negotiation, Management, CRM, Customer Satisfaction, Call Center, Sales, Strategy, Project Management, Performance Management, Training, Vendor Management, Process Improvement, Customer Service, Call Centers, Leadership, Human Resources, Team Building, Strategic Partnerships, Team Leadership, Budgets, Strategic Planning, Customer Experience, Organizational..., Change Management, Business Process..., Start-ups, Cross-functional Team..., Account Management, Executive Management, Leadership Development, Program Management, BPO, Marketing, Customer Retention, Lead Generation, Business Strategy, Forecasting, Recruiting, New Business Development, Employee Relations, Negotiation, Sales Management, Financial Analysis, P&L Management
Education
Eastern Illinois University 1980 — 1984
Marketing, Business
State Farm March 2013 - Present
State Farm Insurance Company March 2013 - Present
New York Life Insurance Company March 2012 - March 2013
Texas Institute for Surgery January 2012 - February 2012
Oracle November 2011 - January 2012
National Council of Negro Women May 2011 - December 2011
The Highlands Catholic School January 2008 - May 2011
Ursuline Academy of Dallas April 2006 - January 2008
United Way of Metropolitan Dallas January 2004 - January 2006
Dallas Heritage Village June 1993 - December 2003
Skills
Administrative..., Office Management, Event Planning, Customer Service, Outlook, Time Management, Data Entry, Budgets, Management, Accounting, Event Management, Fundraising, Non-profits, Supervisory Skills, Team Building, Microsoft Office, Access, Editing, Invoicing, Human Resources, Microsoft Excel, Negotiation, Nonprofits, Software Documentation, Problem Solving, Administration, PowerPoint, Customer Relations, Teamwork, Spreadsheets, Database Administration, Microsoft Word, Process Scheduler, Administrative Support, Coordination, Excel, Research, Budgeting, Special Events, Word, Writing, Scheduling, Planning, Documentation, Vendor Relations, Proposal Writing, Inventory Management, Contract Review, Leadership, Public Speaking
Education
Kaplan University 2009 — 2010
Information Technology; Information Technology; Web Design and, 3.9
El Centro College 1986 — 1987
Academics, 3.9
The Beck Group September 2013 - Present
Texas Tech University June 2011 - June 2013
Texas Tech University March 2010 - July 2011
New York Life Insurance Company January 2009 - March 2010
Outerwear USA July 2007 - January 2009
Skills
Project Management, Public Speaking, Customer Service, Event Planning, Organizational..., HTML, Event Management, Procurement, Business Process..., Operating Budgets, Technical Support, Customer Support, Problem Solving, Recruiting, Access, Management, Team Building, Process Improvement, Training
Education
Eastern New Mexico University 2006 — 2007
MBA, Business Administration
Eastern New Mexico University 2002 — 2006
BBA, BA/CIS
Texico High School
New York Life Insurance Company October 2011 - Present
Gray-Daniels Toyota January 2011 - September 2011
Education
East Mississippi Community College
A.A., Business
Mississippi State University
Bachelor of Business Degree, Marketing
Hunters Valley, Inc. December 2014 - Present
YRC Worldwide, Inc. October 1991 - December 2014
New York Life Insurance Company February 1983 - February 1992
Skills
Transportation..., LTL, Account Management, Strategic Planning, Supply Chain, Logistics, Operations Management
Education
East Stroudsburg University of Pennsylvania 1977 — 1979
Bachelor's Degree, Music
American College
Financial
New York Life Insurance Company December 2012 - Present
Self-employed November 2012 - Present
maley swim school March 2011 - November 2012
Skills
Insurance, Term Life Insurance, Life Insurance, General Insurance, Whole Life, Fixed Annuities
Education
East Central Community College 2009 — 2010
morton high school 1997 — 2009
PIFS 2000 - Present
New York Life Insurance Company 1986 - 2000
Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Customer Service, Team Building, Financial Analysis, Sales Management, Marketing Strategy, Project Management, Insurance, Risk Management, Management, Marketing, Negotiation
Education
Eastern University
Bachelor of Science (BS), Biology, General
USF Reddaway June 2013 - Present
Old Dominion Freight Line February 2012 - February 2013
Old Dominion Freight Line September 2009 - February 2012
Estes Express Lines September 2004 - September 2009
New York Life Insurance Company July 2003 - September 2004
Oak Harbor Freight Lines 1997 - 2003
Skills
Transportation, Truckload, Trucking, Transportation..., LTL, Logistics Management, Container, 3PL, Freight, Air Freight, Customer Service
Education
Eastern Washington University 1980 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
New York Life Insurance Company 1980 - 1998
Education
East Stroudsburg University of Pennsylvania 1974 — 1978
Bachelor of Science (BS), Elementary Education and Teaching
AIG November 2014 - Present
New York Life Insurance Company November 2012 - October 2014
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Employee Benefits, IRAs, Insurance, Retirement, Retirement Planning, Estate Planning
Education
Edinboro University of Pennsylvania 1972 — 1974
Principal Financial Group September 2015 - Present
MassMutual Financial Group February 2013 - August 2014
New York Life Insurance Company July 2000 - January 2013
NYLIFE Securities 2000 - 2013
Yakima Valley Nursery Inc May 1975 - December 1999
Skills
Business Analysis, Estate Planning, Investments, Strategic Financial..., Retirement, Investment Advisory, Financial Analysis, Financial Advisory, Securities, Equities, Series 7, Series 6, Series 63, IRAs, 401k, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Variable Annuities, Financial Planning
Education
Eastern Washington University 1975 — 1977
Bachelar of Arts in Education, Physical education and SocialSstudies
University of Utah 1974 — 1975
none, Education
Spokane Community College 1972 — 1974
Associate of Arts (AA), General Studies
New York Life Insurance Company March 2015 - Present
Education
East Texas Baptist University 2011 — 2014
Bachelors of Applied Science
New York Life Insurance Company June 1999 - Present
Skills
Windows, Windows Server 2003/2008, DOS, ASP.Net, Java Script, JQuery/JSON, Razor forms, HTML, XSLT, XML, AJAX, C, C++, C#, SQL, MSBuild, MS SQL, MySQL, Sybase, Access, Visual Studio..., Microsoft Team..., Net2.0, Net3.5, Net4.0, MVC3, Familiarity with SDLC,..., workflows and design..., WPF Services, MS Office
Education
East Tennessee State University 1994 — 1997
Information Systems Science/minor in Finance