New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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New York Life Insurance Company Employees
Employee
Years
Job
Industry
Paul Sluyter Paul Sluyter's New York Life Insurance Company Experience April 2014 - September 2014
Job Independent Associate at LegalShield, Independent Associate
Industry Legal Services
Experience
LegalShield, Independent Associate October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
Epsom Primary School July 2012 - December 2013
Polk County School Board August 2002 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Project Management
Education
Florida Southern College 1997 — 2000
Bachelor of Arts (B.A.), Communications
USF
LegalShield, Independent Associate October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
Epsom Primary School July 2012 - December 2013
Polk County School Board August 2002 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Project Management
Education
Florida Southern College 1997 — 2000
Bachelor of Arts (B.A.), Communications
USF
Liz Valentine Liz Valentine's New York Life Insurance Company Experience December 2013 - Present
Job Creative Leader + Marketing Pro
Industry Marketing and Advertising
Experience
New York Life Insurance Company December 2013 - Present
AccentHealth May 2013 - December 2013
LAVA DESIGN January 2004 - December 2013
Universal Health Care July 2008 - March 2013
VMG May 2007 - September 2007
Skills
Team Leadership, Graphic Design, Project Management, Project Planning, Schedules, Copywriting, Art Direction, Advertising, Print Management, Team Building, Management, Marketing Strategy, Fast Learner, Corporate Branding, Brand Management, Adobe Creative Suite, Microsoft Office, Workflow, Color Correction, Photography, Typography, Campaign Strategies, Marketing, Business Process..., Leadership, Branding & Identity, Adobe Acrobat, InDesign, Strategic Planning, Newsletters, Direct Marketing, Training, Marketing Communications, Analysis, Social Media Marketing, Social Media, Public Relations, Direct Mail, Creative Strategy, Creative Direction, Time Management, Integrated Marketing, Brand Development, Online Marketing, Corporate Communications, Email Marketing, Online Advertising, Recruiting
Education
University of North Florida 2001 — 2003
BS, Communication and Media Studies
Florida International University 1999 — 2001
New York Life Insurance Company December 2013 - Present
AccentHealth May 2013 - December 2013
LAVA DESIGN January 2004 - December 2013
Universal Health Care July 2008 - March 2013
VMG May 2007 - September 2007
Skills
Team Leadership, Graphic Design, Project Management, Project Planning, Schedules, Copywriting, Art Direction, Advertising, Print Management, Team Building, Management, Marketing Strategy, Fast Learner, Corporate Branding, Brand Management, Adobe Creative Suite, Microsoft Office, Workflow, Color Correction, Photography, Typography, Campaign Strategies, Marketing, Business Process..., Leadership, Branding & Identity, Adobe Acrobat, InDesign, Strategic Planning, Newsletters, Direct Marketing, Training, Marketing Communications, Analysis, Social Media Marketing, Social Media, Public Relations, Direct Mail, Creative Strategy, Creative Direction, Time Management, Integrated Marketing, Brand Development, Online Marketing, Corporate Communications, Email Marketing, Online Advertising, Recruiting
Education
University of North Florida 2001 — 2003
BS, Communication and Media Studies
Florida International University 1999 — 2001
Aaron Brickman, MBA's New York Life Insurance Company Experience March 2014 - Present
Job Web, Social Media & Digital Marketing Senior Associate with New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company July 2008 - March 2011
New York Life Insurance Company August 2007 - July 2008
Skills
Social Media, Marketing, Social Media Marketing, Social Networking, Marketing Management, Market Research, Online Marketing, Advertising, Facebook, Email Marketing, Digital Marketing, Leadership, SEM, Corporate Communications, Lead Generation, Marketing Strategy, Web Design, Life Insurance, Google Analytics, Direct Marketing, Microsoft Office, Marketing Communications, Online Advertising, Strategic Partnerships, HTML, Team-oriented, Content Strategy, Web Analytics, Competitive Analysis, Small Business
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Marketing and Management
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Business Administration; Marketing & Operations Management
Hendrick Hudson High School 1999 — 2003
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company July 2008 - March 2011
New York Life Insurance Company August 2007 - July 2008
Skills
Social Media, Marketing, Social Media Marketing, Social Networking, Marketing Management, Market Research, Online Marketing, Advertising, Facebook, Email Marketing, Digital Marketing, Leadership, SEM, Corporate Communications, Lead Generation, Marketing Strategy, Web Design, Life Insurance, Google Analytics, Direct Marketing, Microsoft Office, Marketing Communications, Online Advertising, Strategic Partnerships, HTML, Team-oriented, Content Strategy, Web Analytics, Competitive Analysis, Small Business
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Marketing and Management
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Business Administration; Marketing & Operations Management
Hendrick Hudson High School 1999 — 2003
Gisele Blum Gisele Blum's New York Life Insurance Company Experience December 2008 - November 2013
Job Broker Associate at REMAX Advance Realty
Industry Real Estate
Experience
RE/MAX December 2013 - Present
New York Life Insurance Company December 2008 - November 2013
Unlimited Mortgage Services Inc. March 1993 - November 2008
ABRAKADOODLE ! March 2005 - December 2007
Skills
Annuities, Variable Annuities, Fixed Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Investments, Life Insurance, Retirement, Long-term Care, Retirement Planning, Critical Illness, Small Business, 401k, 529 Plans, Estate Planning, Mortgage Lending, Wealth, Financial Advisory, Insurance, Securities, Start-ups, IRAs, Financial Services, Portfolio Management, Employee Benefits, Finance, Financial Planners, Strategic Financial..., Investment Advisory, Term Life Insurance, Wealth Management, Wealth Accumulation, Real Estate, Asset Management, 401k Rollovers, Leadership, Series 6, Management, Strategic Planning, Sales
Education
Florida International University 1981 — 1982
Bachelor's degree, Political Science
Florida International University 1986 — 1989
MBA, International Business
Insititute for American Universities, Aix-en-Provence 1979 — 1980
French Language Studies, Political Science, International Studies, French
Series 6 and 63
Life, Health and Annuities License
RE/MAX December 2013 - Present
New York Life Insurance Company December 2008 - November 2013
Unlimited Mortgage Services Inc. March 1993 - November 2008
ABRAKADOODLE ! March 2005 - December 2007
Skills
Annuities, Variable Annuities, Fixed Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Investments, Life Insurance, Retirement, Long-term Care, Retirement Planning, Critical Illness, Small Business, 401k, 529 Plans, Estate Planning, Mortgage Lending, Wealth, Financial Advisory, Insurance, Securities, Start-ups, IRAs, Financial Services, Portfolio Management, Employee Benefits, Finance, Financial Planners, Strategic Financial..., Investment Advisory, Term Life Insurance, Wealth Management, Wealth Accumulation, Real Estate, Asset Management, 401k Rollovers, Leadership, Series 6, Management, Strategic Planning, Sales
Education
Florida International University 1981 — 1982
Bachelor's degree, Political Science
Florida International University 1986 — 1989
MBA, International Business
Insititute for American Universities, Aix-en-Provence 1979 — 1980
French Language Studies, Political Science, International Studies, French
Series 6 and 63
Life, Health and Annuities License
Adi Stefani Adi Stefani's New York Life Insurance Company Experience July 2013 - Present
Job Change Management and Communications
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company November 2012 - Present
Confidence is Key September 2012 - Present
New York Life Insurance Company May 2012 - November 2012
New York Life Insurance Company December 2011 - May 2012
New York Life Insurance Company March 2007 - December 2011
Pressman Toy Corporation August 2005 - September 2007
Skills
Marketing Communications, Integrated Marketing, Social Media, Corporate Communications, Strategic Communications, Digital Marketing, Social Media Marketing, Advertising, Internal Communications, Marketing, Digital Strategy, Digital Media, Communications Planning, Online Advertising, Lead Generation, Strategy, Management, Event Management, Event Planning, Project Management, Leadership, Marketing Strategy, Social Networking, Microsoft Office
Education
SUNY Stony Brook
New York University
Florida International University
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company November 2012 - Present
Confidence is Key September 2012 - Present
New York Life Insurance Company May 2012 - November 2012
New York Life Insurance Company December 2011 - May 2012
New York Life Insurance Company March 2007 - December 2011
Pressman Toy Corporation August 2005 - September 2007
Skills
Marketing Communications, Integrated Marketing, Social Media, Corporate Communications, Strategic Communications, Digital Marketing, Social Media Marketing, Advertising, Internal Communications, Marketing, Digital Strategy, Digital Media, Communications Planning, Online Advertising, Lead Generation, Strategy, Management, Event Management, Event Planning, Project Management, Leadership, Marketing Strategy, Social Networking, Microsoft Office
Education
SUNY Stony Brook
New York University
Florida International University
Luis M. Rodriguez Luis M. Rodriguez's New York Life Insurance Company Experience November 2014 - May 2015
Job Commited to provide Business Owners with Working Capital, Comm'l Real Estate Mtg, & Unsecured Bus. Lines of Credit
Industry Financial Services
Experience
Pillar Commercial Capital July 2015 - Present
FinBiz Capital December 2014 - Present
Guardian Life October 2014 - June 2015
New York Life Insurance Company November 2014 - May 2015
TD October 2011 - October 2014
Regions Financial Corporation September 2008 - October 2011
Bank of America December 2004 - December 2005
Skills
Life, variable, and..., Knowledge of the..., I Specialized in..., Knowledge and..., Car financing experience, Business lending..., personal loans and..., Advance knowledge of..., Banking, Loans, Finance, Sales, Training, Life Insurance, Fixed Annuities, Indexed Annuities, Individual Pension Plans, Intergenerational..., Selling, Business Development, Mortgage Lending, Small Business Lending, Lines Of Credit, CRM, Strategic Planning, Budgets, New Business Development, Real Estate, Cross Selling, Sales Management, Customer Service, Management, Credit, Investments, Customer Satisfaction, Leadership, Loan Origination, Residential Mortgages, Consumer Lending, Commercial Banking, Commercial Lending, Credit Analysis, Retail Banking, Financial Services, Small Business, Branch Banking, Cash Management, Deposits, Branch Management, Portfolio Management
Education
Florida International University 2000 — 2004
Business Administration, Finance
Pillar Commercial Capital July 2015 - Present
FinBiz Capital December 2014 - Present
Guardian Life October 2014 - June 2015
New York Life Insurance Company November 2014 - May 2015
TD October 2011 - October 2014
Regions Financial Corporation September 2008 - October 2011
Bank of America December 2004 - December 2005
Skills
Life, variable, and..., Knowledge of the..., I Specialized in..., Knowledge and..., Car financing experience, Business lending..., personal loans and..., Advance knowledge of..., Banking, Loans, Finance, Sales, Training, Life Insurance, Fixed Annuities, Indexed Annuities, Individual Pension Plans, Intergenerational..., Selling, Business Development, Mortgage Lending, Small Business Lending, Lines Of Credit, CRM, Strategic Planning, Budgets, New Business Development, Real Estate, Cross Selling, Sales Management, Customer Service, Management, Credit, Investments, Customer Satisfaction, Leadership, Loan Origination, Residential Mortgages, Consumer Lending, Commercial Banking, Commercial Lending, Credit Analysis, Retail Banking, Financial Services, Small Business, Branch Banking, Cash Management, Deposits, Branch Management, Portfolio Management
Education
Florida International University 2000 — 2004
Business Administration, Finance
Rachael Bunnell Rachael Bunnell's New York Life Insurance Company Experience February 2010 - April 2013
Job Medical Device Professional
Industry Medical Devices
Experience
Alere, Inc. 2013 - April 2014
New York Life Insurance Company February 2010 - April 2013
Covidien August 2008 - February 2010
Ethicon Endo Surgery March 2007 - August 2008
Kraft Foods October 2004 - March 2007
Kraft Foods October 2003 - October 2004
Kraft Foods April 2002 - October 2003
Jacksonville Golf and Country Club August 1999 - April 2002
Skills
Persistence, Strategic Planning, Consultative Selling, Customer Service, Sales, Marketing, Networking, Event Planning, Leadership, Forecasting, Payroll, Account Management, New Business Development, Sales Management, Marketing Strategy, B2B, Coaching, Training, Negotiation, Budget, Public Speaking, Team Building, Team Leadership, Sales Process, Budgets, Selling, Recruiting
Education
University of North Florida 1997 — 2000
BA English, English, Psychology
Florida State University 1995 — 1997
Alere, Inc. 2013 - April 2014
New York Life Insurance Company February 2010 - April 2013
Covidien August 2008 - February 2010
Ethicon Endo Surgery March 2007 - August 2008
Kraft Foods October 2004 - March 2007
Kraft Foods October 2003 - October 2004
Kraft Foods April 2002 - October 2003
Jacksonville Golf and Country Club August 1999 - April 2002
Skills
Persistence, Strategic Planning, Consultative Selling, Customer Service, Sales, Marketing, Networking, Event Planning, Leadership, Forecasting, Payroll, Account Management, New Business Development, Sales Management, Marketing Strategy, B2B, Coaching, Training, Negotiation, Budget, Public Speaking, Team Building, Team Leadership, Sales Process, Budgets, Selling, Recruiting
Education
University of North Florida 1997 — 2000
BA English, English, Psychology
Florida State University 1995 — 1997
Jorge L. Sáder Jorge L. Sáder's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Keller Williams May 2012 - December 2014
Areté Spa January 2010 - May 2012
Self Employed & Freelancers January 2007 - November 2008
Unión Radio March 2006 - November 2006
Inversora La Castellana August 2005 - February 2006
UBS August 2004 - June 2005
Skills
Wealth Preservation, Retirement Planning, Buy-sell Agreements, Exit Strategies, Estate Planning, Business Planning, Management, Strategy, Business Strategy, Strategic Planning, Public Speaking, Entrepreneurship, New Business Development, Spanish, Business Succession..., Analysis, Sales, Negotiation
Education
IE (Instituto de Empresa) 2008 — 2009
IMBA, Business Administration and Management, General
Florida International University 2001 — 2004
Bachellor, Finance & Management Information System
New York Life Insurance Company December 2014 - Present
Keller Williams May 2012 - December 2014
Areté Spa January 2010 - May 2012
Self Employed & Freelancers January 2007 - November 2008
Unión Radio March 2006 - November 2006
Inversora La Castellana August 2005 - February 2006
UBS August 2004 - June 2005
Skills
Wealth Preservation, Retirement Planning, Buy-sell Agreements, Exit Strategies, Estate Planning, Business Planning, Management, Strategy, Business Strategy, Strategic Planning, Public Speaking, Entrepreneurship, New Business Development, Spanish, Business Succession..., Analysis, Sales, Negotiation
Education
IE (Instituto de Empresa) 2008 — 2009
IMBA, Business Administration and Management, General
Florida International University 2001 — 2004
Bachellor, Finance & Management Information System
Penelope Hart, ChFC, CLU Penelope Hart, ChFC, CLU's New York Life Insurance Company Experience August 1996 - Present
Job Compassionate Financial Adviser providing Tampa Bay Families with Estate and Retirement Planning Strategies for 18 years
Industry Financial Services
Experience
Eagle Strategies, LLC 2003 - Present
NYLife Securities, LLC December 1996 - Present
New York Life Insurance Company August 1996 - Present
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Fixed Annuities, Gifting Strategies, Protection..., Wealth Preservation..., Annuity Sales, 401k Rollovers, Account Management, Term Life Insurance, Lifetime Income..., Retirement, Finance, Personal Finance, Sales, Customer Service
Education
The American College
Florida State University
Eagle Strategies, LLC 2003 - Present
NYLife Securities, LLC December 1996 - Present
New York Life Insurance Company August 1996 - Present
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Fixed Annuities, Gifting Strategies, Protection..., Wealth Preservation..., Annuity Sales, 401k Rollovers, Account Management, Term Life Insurance, Lifetime Income..., Retirement, Finance, Personal Finance, Sales, Customer Service
Education
The American College
Florida State University
Bill Mueller's New York Life Insurance Company Experience April 2009 - March 2012
Job Deputy Chief Compliance Officer at ACE Life International
Industry Insurance
Experience
ACE Life International April 2012 - Present
New York Life Insurance Company April 2009 - March 2012
AIG 2006 - 2008
Prudential Financial 1998 - 2006
Merrill Lynch 1995 - 1998
AXA Equitable 1990 - 1995
Skills
Insurance, Compliance, Internal Audit, Risk Management, International Business
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
Pace University - Lubin School of Business 1985 — 1987
BBA, Accounting
SUNY Albany
ACE Life International April 2012 - Present
New York Life Insurance Company April 2009 - March 2012
AIG 2006 - 2008
Prudential Financial 1998 - 2006
Merrill Lynch 1995 - 1998
AXA Equitable 1990 - 1995
Skills
Insurance, Compliance, Internal Audit, Risk Management, International Business
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
Pace University - Lubin School of Business 1985 — 1987
BBA, Accounting
SUNY Albany
Doug Muscillo's New York Life Insurance Company Experience June 2013 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company June 2013 - Present
Citi May 2010 - June 2013
DTCC October 2009 - April 2010
JPMorgan Asset Management April 2003 - October 2009
Instinet 2000 - 2003
Seligman 1992 - 2000
Skills
Equities, Fixed Income, Vendor Management, PMO, Asset Managment, Project Portfolio..., Project Management, Mutual Funds, Middle Office, Alternative Investments, Program Management, SDLC, Market Data, Portfolio Management, Asset Management, CRM, Trading Systems, Financial Services, Business Analysis, ITIL, Analysis
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Information Technology and Marketing
The George Washington University 1985 — 1989
BA, Communicaitons
New York Life Insurance Company June 2013 - Present
Citi May 2010 - June 2013
DTCC October 2009 - April 2010
JPMorgan Asset Management April 2003 - October 2009
Instinet 2000 - 2003
Seligman 1992 - 2000
Skills
Equities, Fixed Income, Vendor Management, PMO, Asset Managment, Project Portfolio..., Project Management, Mutual Funds, Middle Office, Alternative Investments, Program Management, SDLC, Market Data, Portfolio Management, Asset Management, CRM, Trading Systems, Financial Services, Business Analysis, ITIL, Analysis
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Information Technology and Marketing
The George Washington University 1985 — 1989
BA, Communicaitons
Dimitrios Dalkalitsis's New York Life Insurance Company Experience August 2009 - August 2011
Job Sales Manager at Western & Southern Life
Industry Financial Services
Experience
Western & Southern Life August 2013 - Present
Blend Fitness February 2011 - May 2014
WESTSHORE FINANCIAL GROUP August 2011 - April 2013
New York Life Insurance Company August 2009 - August 2011
New York Life Insurance Company January 2009 - August 2009
New York Life Insurance Company January 2007 - January 2009
Education
Webber International University 2003 — 2005
Bachelor of Science, Hospitality Business Management 2005
Florida State University
Western & Southern Life August 2013 - Present
Blend Fitness February 2011 - May 2014
WESTSHORE FINANCIAL GROUP August 2011 - April 2013
New York Life Insurance Company August 2009 - August 2011
New York Life Insurance Company January 2009 - August 2009
New York Life Insurance Company January 2007 - January 2009
Education
Webber International University 2003 — 2005
Bachelor of Science, Hospitality Business Management 2005
Florida State University
Ram P. Kharel Ram P. Kharel's New York Life Insurance Company Experience January 2011 - Present
Job Financial Service Professional
Industry Financial Services
Experience
New York Life Insurance Company January 2011 - Present
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, College Savings Plans, Investments, Financial Services, Financial Analysis, Finance, 401k, Product Marketing, Marketing Management, Individual Pension Plans
Education
Florida Metropolitan University 2004 — 2006
Bachelor of Business Administration (BBA)
New York Life Insurance Company January 2011 - Present
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, College Savings Plans, Investments, Financial Services, Financial Analysis, Finance, 401k, Product Marketing, Marketing Management, Individual Pension Plans
Education
Florida Metropolitan University 2004 — 2006
Bachelor of Business Administration (BBA)
Alexzan Daswani Alexzan Daswani's New York Life Insurance Company Experience March 2013 - Present
Job Dedicated Financial Services Professional helping families and individuals develop sound financial strategies.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Waddell & Reed June 2011 - January 2013
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, 401k Rollovers, Annuity Sales, Asset Allocation, Cash Management, Estate Planning, Fixed Annuities, Gifting Strategies, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Mutual Funds, Protection/Family..., Qualified Retirement..., Retirement Planning, Retirement Savings, Thought Leadership, Time Management, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Management..., Finance, Life Insurance, Securities, Financial Services, Retirement, Asset Management
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
Florida State University 2006 — 2010
B.S., Economics
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Waddell & Reed June 2011 - January 2013
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, 401k Rollovers, Annuity Sales, Asset Allocation, Cash Management, Estate Planning, Fixed Annuities, Gifting Strategies, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Mutual Funds, Protection/Family..., Qualified Retirement..., Retirement Planning, Retirement Savings, Thought Leadership, Time Management, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Management..., Finance, Life Insurance, Securities, Financial Services, Retirement, Asset Management
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
Florida State University 2006 — 2010
B.S., Economics
Angela Cottrell's New York Life Insurance Company Experience September 2014 - Present
Job Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company June 2011 - September 2014
American Cancer Society November 2010 - June 2011
Hederman Brothers October 2008 - October 2010
Skills
Insurance, Retirement Planning, Time Management, 401k Rollovers, Estate Planning, Financial Services, Term Life Insurance, Employee Benefits, Life Insurance, Wealth Preservation..., Key Person Protection, Whole Life, Annuity Sales, Small Business, Protection..., Gifting Strategies, Securities, Fixed Annuities, Variable Annuities, IRAs, Long Term Care Insurance, Multi-tasking Skills, Thought Leadership, Licensed Life Insurance...
Education
Florida State University - College of Business 2002 — 2007
Bachelors, Marketing
American College
2014- Expected Graduation 2017, CLU- Chartered Life Underwriter
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company June 2011 - September 2014
American Cancer Society November 2010 - June 2011
Hederman Brothers October 2008 - October 2010
Skills
Insurance, Retirement Planning, Time Management, 401k Rollovers, Estate Planning, Financial Services, Term Life Insurance, Employee Benefits, Life Insurance, Wealth Preservation..., Key Person Protection, Whole Life, Annuity Sales, Small Business, Protection..., Gifting Strategies, Securities, Fixed Annuities, Variable Annuities, IRAs, Long Term Care Insurance, Multi-tasking Skills, Thought Leadership, Licensed Life Insurance...
Education
Florida State University - College of Business 2002 — 2007
Bachelors, Marketing
American College
2014- Expected Graduation 2017, CLU- Chartered Life Underwriter
Ram P. Kharel Ram P. Kharel's New York Life Insurance Company Experience 2011 - Present
Job Financial Service Professional
Industry Financial Services
Experience
New York Life Insurance Company 2011 - Present
Skills
Financial Services, Life Insurance, Investments, Long-term Care, Retirement Planning, Fixed Annuities, Retirement, IRAs, Wealth Management, Insurance, Long Term Care Insurance, Financial Planners, Asset Management, Financial Analysis, Portfolio Management, Finance, Financial Planning
Education
Florida Metropolitan University
Bachelor of Business Administration (BBA), Accounting and Finance
New York Life Insurance Company 2011 - Present
Skills
Financial Services, Life Insurance, Investments, Long-term Care, Retirement Planning, Fixed Annuities, Retirement, IRAs, Wealth Management, Insurance, Long Term Care Insurance, Financial Planners, Asset Management, Financial Analysis, Portfolio Management, Finance, Financial Planning
Education
Florida Metropolitan University
Bachelor of Business Administration (BBA), Accounting and Finance
Dallas Register Dallas Register's New York Life Insurance Company Experience September 2014 - May 2015
Job Project Specialist III – Tax Reporting
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
John Diamond's New York Life Insurance Company Experience May 1997 - August 2000
Job Director, Practice Leader of NY/NJ Office at Global Tax Management (Specializing in Corporate Taxes)
Industry Accounting
Experience
Global Tax Management February 2015 - Present
Hybred Inc. July 2014 - February 2015
EY July 2010 - June 2014
EY September 2000 - June 2010
New York Life Insurance Company May 1997 - August 2000
Oxford Resources Corp. September 1995 - May 1997
Skills
Corporate Tax, Income Tax, Tax Accounting, Tax Returns, SEC filings, Technology, Management, Marketing, Strategic Communications, Recruiting, Start-up Ventures, Social Entrepreneurship
Education
Fordham Gabelli School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Professional Accounting and Finance
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Finance and Marketing
Global Tax Management February 2015 - Present
Hybred Inc. July 2014 - February 2015
EY July 2010 - June 2014
EY September 2000 - June 2010
New York Life Insurance Company May 1997 - August 2000
Oxford Resources Corp. September 1995 - May 1997
Skills
Corporate Tax, Income Tax, Tax Accounting, Tax Returns, SEC filings, Technology, Management, Marketing, Strategic Communications, Recruiting, Start-up Ventures, Social Entrepreneurship
Education
Fordham Gabelli School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Professional Accounting and Finance
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Finance and Marketing
Joshua Moseley Joshua Moseley's New York Life Insurance Company Experience 2002 - 2003
Job Senior Demand Manager at Walmart
Industry Retail
Experience
Walmart August 2015 - Present
Lowe's Home Improvement July 2013 - August 2015
Lowe's Home Improvement July 2011 - July 2013
Lowe's Home Improvement October 2009 - July 2011
Lowe's Home Improvement March 2008 - October 2009
Lowe's Home Improvement January 2007 - March 2008
Lowe's Home Improvement March 2004 - December 2006
New York Life Insurance Company 2002 - 2003
Skills
Auditing, Internal Audit, Forecasting, Sarbanes-Oxley, Internal Controls, QuickBooks, PeopleSoft, Financial Analysis, Inventory Management, Microsoft Office, SQL, Microstrategy, Teradata, Access, JDA, Manugistics, Supply Chain, Inforem, Visual Basic, TM1, Demand Planning, Demand Chain Management, Retail, Data Analysis, Supply Chain Management, Demand Forecasting, Analysis, Logistics, Inventory Control, Management, Pricing
Education
Florida State University 2000 — 2001
Bachelor's degree, Actuarial Science
University of North Florida 1998 — 2000
Associate's degree, General Studies
White Hall High School 1997 — 1998
Mohave High School 1994 — 1997
Walmart August 2015 - Present
Lowe's Home Improvement July 2013 - August 2015
Lowe's Home Improvement July 2011 - July 2013
Lowe's Home Improvement October 2009 - July 2011
Lowe's Home Improvement March 2008 - October 2009
Lowe's Home Improvement January 2007 - March 2008
Lowe's Home Improvement March 2004 - December 2006
New York Life Insurance Company 2002 - 2003
Skills
Auditing, Internal Audit, Forecasting, Sarbanes-Oxley, Internal Controls, QuickBooks, PeopleSoft, Financial Analysis, Inventory Management, Microsoft Office, SQL, Microstrategy, Teradata, Access, JDA, Manugistics, Supply Chain, Inforem, Visual Basic, TM1, Demand Planning, Demand Chain Management, Retail, Data Analysis, Supply Chain Management, Demand Forecasting, Analysis, Logistics, Inventory Control, Management, Pricing
Education
Florida State University 2000 — 2001
Bachelor's degree, Actuarial Science
University of North Florida 1998 — 2000
Associate's degree, General Studies
White Hall High School 1997 — 1998
Mohave High School 1994 — 1997
Steve Rodoquino Steve Rodoquino's New York Life Insurance Company Experience July 2015 - Present
Job Financial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Asian Journeys April 2012 - December 2014
The International Traveler January 2003 - December 2011
Skills
Strategic Planning, Analytics, Business Development, Entrepreneurship, Hospitality, Internet, Leadership, Social Networking, Tourism, Advertising, Sales, Coaching, Direct Marketing, Marketing Strategy, Cruises, Sales Operations, Marketing, Project Planning, Sustainable Tourism, Business Travel, Leisure, Leisure Travel, Travel Management, Tour Operators, Online Travel, Sales Management, Incentives, Incentive Travel, Contract Negotiation, Hotels, New Business Development, Event Management, Adventure Travel, Management, International Sales, Destination Marketing, Trade Shows, Resorts, Online Marketing, Online Advertising, E-commerce, Direct Sales, Revenue Analysis, Travel Planning, Corporate Events, Hospitality Industry, Market Planning, Hospitality Management, Yield Management, Luxury
Education
Florida International University 2015 — 2017
Doctor of Education (Ed.D.), Adult Education/Human Resource Development (Hospitality and Tourism Management Cognate)
Florida International University 2014 — 2015
Master of Arts (M.A.), Asian Studies, 3.80/4.00
Florida International University 2010 — 2012
Master of Science (M.S.), Executive Master's Degree in Hospitality and Tourism Management, 3.87/4.00
Montclair State University
Bachelor of Science (B.S.), Business Administration (Management)
University of Miami
MBA, Management
New York Life Insurance Company July 2015 - Present
Asian Journeys April 2012 - December 2014
The International Traveler January 2003 - December 2011
Skills
Strategic Planning, Analytics, Business Development, Entrepreneurship, Hospitality, Internet, Leadership, Social Networking, Tourism, Advertising, Sales, Coaching, Direct Marketing, Marketing Strategy, Cruises, Sales Operations, Marketing, Project Planning, Sustainable Tourism, Business Travel, Leisure, Leisure Travel, Travel Management, Tour Operators, Online Travel, Sales Management, Incentives, Incentive Travel, Contract Negotiation, Hotels, New Business Development, Event Management, Adventure Travel, Management, International Sales, Destination Marketing, Trade Shows, Resorts, Online Marketing, Online Advertising, E-commerce, Direct Sales, Revenue Analysis, Travel Planning, Corporate Events, Hospitality Industry, Market Planning, Hospitality Management, Yield Management, Luxury
Education
Florida International University 2015 — 2017
Doctor of Education (Ed.D.), Adult Education/Human Resource Development (Hospitality and Tourism Management Cognate)
Florida International University 2014 — 2015
Master of Arts (M.A.), Asian Studies, 3.80/4.00
Florida International University 2010 — 2012
Master of Science (M.S.), Executive Master's Degree in Hospitality and Tourism Management, 3.87/4.00
Montclair State University
Bachelor of Science (B.S.), Business Administration (Management)
University of Miami
MBA, Management
John Plata's New York Life Insurance Company Experience March 2012 - June 2013
Job Sales/Operations Professional
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company March 2012 - June 2013
Lifestyle Family Fitness February 2011 - March 2012
JB Hunt Transport Services, Inc November 2008 - January 2011
Costco Wholesales October 2007 - October 2008
Target October 2006 - April 2007
Stroizer Library February 2005 - November 2006
Palm Beach Police Department May 2006 - August 2006
Vector Marketing May 2004 - August 2004
Skills
Sales, Leadership, Customer Service, Marketing, Cold Calling, Budgets, Project Planning, Time Management, Team Building, Training, Security, Negotiation, Social Networking, Event Planning, Management
Education
Florida State University 2003 — 2006
Bachelor of Science, Criminology
William T. Dwyer High School 1999 — 2003
High School Diploma, 2003
New York Life Insurance Company March 2012 - June 2013
Lifestyle Family Fitness February 2011 - March 2012
JB Hunt Transport Services, Inc November 2008 - January 2011
Costco Wholesales October 2007 - October 2008
Target October 2006 - April 2007
Stroizer Library February 2005 - November 2006
Palm Beach Police Department May 2006 - August 2006
Vector Marketing May 2004 - August 2004
Skills
Sales, Leadership, Customer Service, Marketing, Cold Calling, Budgets, Project Planning, Time Management, Team Building, Training, Security, Negotiation, Social Networking, Event Planning, Management
Education
Florida State University 2003 — 2006
Bachelor of Science, Criminology
William T. Dwyer High School 1999 — 2003
High School Diploma, 2003
Andrew Dell'Isola Andrew Dell'Isola's New York Life Insurance Company Experience January 2013 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
The School District of Palm Beach County August 2011 - January 2012
Florida State University May 2008 - May 2010
Virginia Tech August 2007 - May 2008
Abercrombie & Fitch January 2002 - August 2004
Teligent, Inc. January 2000 - August 2000
Skills
Mathematics, Mathematica, C++, Java, Computer Hardware, Teaching, Programming, Social Skills, Research, Learning, Intelligent, Problem Solving, Analysis, Probability Theory, Combinatorics, Algebra, Linear Algebra, Calculus, Differential Equations, Numerical Analysis, Probability
Education
Florida State University 2008 — 2010
Master of Science (M.S.), Mathematics, 3.82
Virginia Tech 2004 — 2008
Bachelor of Science (B.S.), Mathematics, 3.84
Northern Virginia Community College 2000 — 2003
Associate of Science (AS), Computer Science, 3.0
Hillsborough Community College 2010 — 2011
FL Teacher Cert. - Math 6-12, Education, 4.0
New York Life Insurance Company January 2013 - Present
The School District of Palm Beach County August 2011 - January 2012
Florida State University May 2008 - May 2010
Virginia Tech August 2007 - May 2008
Abercrombie & Fitch January 2002 - August 2004
Teligent, Inc. January 2000 - August 2000
Skills
Mathematics, Mathematica, C++, Java, Computer Hardware, Teaching, Programming, Social Skills, Research, Learning, Intelligent, Problem Solving, Analysis, Probability Theory, Combinatorics, Algebra, Linear Algebra, Calculus, Differential Equations, Numerical Analysis, Probability
Education
Florida State University 2008 — 2010
Master of Science (M.S.), Mathematics, 3.82
Virginia Tech 2004 — 2008
Bachelor of Science (B.S.), Mathematics, 3.84
Northern Virginia Community College 2000 — 2003
Associate of Science (AS), Computer Science, 3.0
Hillsborough Community College 2010 — 2011
FL Teacher Cert. - Math 6-12, Education, 4.0
Robert Upshaw Robert Upshaw's New York Life Insurance Company Experience 2004 - 2007
Job Struggling Writer at nowhere
Industry Writing and Editing
Experience
The Ponds of Happentstance January 2008 - Present
New York Life Insurance Company 2004 - 2007
NAPA Auto Parts 1994 - 1997
Winn Dixie Stores 1989 - 1994
Skills
Public Speaking, Marketing Strategy, Political Philosophy, Economics, World History, Editing, Blogging, Fortran, Literature, Anthropology, Constitutional Law, Econometrics, Investments, Stock Market, Proofreading, Published Author, Copy Editing, Creative Writing, Books, Copywriting, Press Releases, Web Content, Publishing, Journalism, Publications, Storytelling, Newsletters, Writing, Social Media, Sales
Education
Florida International University 1998 — 2000
MA, History
University of Miami 1984 — 1988
The Ponds of Happentstance January 2008 - Present
New York Life Insurance Company 2004 - 2007
NAPA Auto Parts 1994 - 1997
Winn Dixie Stores 1989 - 1994
Skills
Public Speaking, Marketing Strategy, Political Philosophy, Economics, World History, Editing, Blogging, Fortran, Literature, Anthropology, Constitutional Law, Econometrics, Investments, Stock Market, Proofreading, Published Author, Copy Editing, Creative Writing, Books, Copywriting, Press Releases, Web Content, Publishing, Journalism, Publications, Storytelling, Newsletters, Writing, Social Media, Sales
Education
Florida International University 1998 — 2000
MA, History
University of Miami 1984 — 1988
Peter Lowrey's New York Life Insurance Company Experience January 2015 - Present
Job Member Service Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
Skills
Customer Service, Marketing, Insurance, Business Administration, Business Strategy, Communication, Time Management, Microsoft Office, Sales, Finance, Public Speaking, Teamwork, Management, Leadership
Education
Florida Southern College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Jesuit High School 2006 — 2010
New York Life Insurance Company January 2015 - Present
Skills
Customer Service, Marketing, Insurance, Business Administration, Business Strategy, Communication, Time Management, Microsoft Office, Sales, Finance, Public Speaking, Teamwork, Management, Leadership
Education
Florida Southern College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Jesuit High School 2006 — 2010
William Rayburn William Rayburn's New York Life Insurance Company Experience February 2014 - October 2014
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Emtec Inc. November 2014 - Present
New York Life Insurance Company February 2014 - October 2014
Best Buy July 2005 - July 2014
Best Buy 2010 - 2014
Skills
Computer Repair, Visual Arts, Emotional Intelligence, Building Business..., Information Technology, Business Networking, Wireless Communications..., Cellular Communications, Photography, Creative Problem Solving, Advertising, Life Insurance, Retirement Planning, Sales, Customer Service, Marketing, Problem Solving, Small Business, Retail, Insurance, Fixed Annuities
Education
Florida Metropolitan University 2000 — 2001
Computer and Information Sciences and Support Services
Florida State College at Jacksonville 1995 — 1998
Associate of Arts (A.A.), Film/Cinema/Video Studies
Emtec Inc. November 2014 - Present
New York Life Insurance Company February 2014 - October 2014
Best Buy July 2005 - July 2014
Best Buy 2010 - 2014
Skills
Computer Repair, Visual Arts, Emotional Intelligence, Building Business..., Information Technology, Business Networking, Wireless Communications..., Cellular Communications, Photography, Creative Problem Solving, Advertising, Life Insurance, Retirement Planning, Sales, Customer Service, Marketing, Problem Solving, Small Business, Retail, Insurance, Fixed Annuities
Education
Florida Metropolitan University 2000 — 2001
Computer and Information Sciences and Support Services
Florida State College at Jacksonville 1995 — 1998
Associate of Arts (A.A.), Film/Cinema/Video Studies
Ivan M. Nalibotsky, ChFC Ivan M. Nalibotsky, ChFC's New York Life Insurance Company Experience May 1999 - April 2010
Job President of Capital Solutions Group
Industry Financial Services
Experience
Capital Solutions Group March 1993 - Present
ETC 2000 - 2014
Advanced Behavioral Health, LLC 2010 - 2013
New York Life Insurance Company May 1999 - April 2010
John Hancock Financial Services January 1989 - February 1999
Skills
Strategic Planning, Funding, Finance, Investments, Retirement, Disability Insurance
Education
Florida International University 1985 — 1989
BS, Construction Management and Finance
Capital Solutions Group March 1993 - Present
ETC 2000 - 2014
Advanced Behavioral Health, LLC 2010 - 2013
New York Life Insurance Company May 1999 - April 2010
John Hancock Financial Services January 1989 - February 1999
Skills
Strategic Planning, Funding, Finance, Investments, Retirement, Disability Insurance
Education
Florida International University 1985 — 1989
BS, Construction Management and Finance
Amy Solazzo Amy Solazzo's New York Life Insurance Company Experience March 2014 - Present
Job Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2012 - March 2014
New York Life Insurance Company June 2009 - September 2012
New York Life Insurance Company March 2005 - March 2008
Skills
Series 6, Series 63, Fixed Annuities, Retirement Planning, Marketing Strategy, Strategic Planning, Strategic Communications, Cross-functional Team..., Insurance, Retirement, Financial Services, Strategic Financial..., Life Insurance, Financial Planners, Securities, Financial Advisory, FINRA, Fixed Income, Finance, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA), Strategy, Marketing
State University of New York at Albany
B.A., Communication, Business
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2012 - March 2014
New York Life Insurance Company June 2009 - September 2012
New York Life Insurance Company March 2005 - March 2008
Skills
Series 6, Series 63, Fixed Annuities, Retirement Planning, Marketing Strategy, Strategic Planning, Strategic Communications, Cross-functional Team..., Insurance, Retirement, Financial Services, Strategic Financial..., Life Insurance, Financial Planners, Securities, Financial Advisory, FINRA, Fixed Income, Finance, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA), Strategy, Marketing
State University of New York at Albany
B.A., Communication, Business
Catherine Rioux's New York Life Insurance Company Experience August 2012 - June 2013
Job Contract Flight Attendant at Contract Aviation
Industry Airlines/Aviation
Experience
Contract Aviation June 2009 - Present
Steely Success Strategies September 2007 - Present
Centric Financial Group, LLC, a general agency with the companies of OneAmerica® June 2013 - June 2014
New York Life Insurance Company August 2012 - June 2013
Al-Rushaid Trading Company October 2007 - August 2011
Mais Oui January 2001 - January 2010
Ohio Brokerage Services September 2006 - October 2009
Granville Center for Performing Arts April 2004 - September 2008
aspen jetride September 2005 - October 2007
American Airlines January 1991 - January 2001
Skills
Training, Team Building, Customer Service, Public Speaking, Strategic Planning, Airlines, Commercial Aviation, Small Business, Aviation, Flights, Insurance and Financial...
Education
Florida State University - College of Business 1979 — 1983
BS
Coach U 2010 — 2011
CEP ICF, Coach
Culver Academy
Contract Aviation June 2009 - Present
Steely Success Strategies September 2007 - Present
Centric Financial Group, LLC, a general agency with the companies of OneAmerica® June 2013 - June 2014
New York Life Insurance Company August 2012 - June 2013
Al-Rushaid Trading Company October 2007 - August 2011
Mais Oui January 2001 - January 2010
Ohio Brokerage Services September 2006 - October 2009
Granville Center for Performing Arts April 2004 - September 2008
aspen jetride September 2005 - October 2007
American Airlines January 1991 - January 2001
Skills
Training, Team Building, Customer Service, Public Speaking, Strategic Planning, Airlines, Commercial Aviation, Small Business, Aviation, Flights, Insurance and Financial...
Education
Florida State University - College of Business 1979 — 1983
BS
Coach U 2010 — 2011
CEP ICF, Coach
Culver Academy
Chad Lucovsky Chad Lucovsky's New York Life Insurance Company Experience 2001 - 2005
Job Sales Manager at UniFirst Corporation
Industry Textiles
Experience
UniFirst Corporation September 2009 - Present
Bailey Publishing 2005 - 2007
New York Life Insurance Company 2001 - 2005
Skills
Cold Calling, Outside Sales, Direct Sales, Selling, B2B, Sales Process, Sales Presentations, Sales Management, Negotiation, Sales Operations, Qualifying Prospects, Team Building, Sales, Account Management, Customer Retention, Key Account Development, Contract Negotiation, New Business Development
Education
Florida Southern College 1991 — 1995
BA, Marketing/Ornamental Horticulture
UniFirst Corporation September 2009 - Present
Bailey Publishing 2005 - 2007
New York Life Insurance Company 2001 - 2005
Skills
Cold Calling, Outside Sales, Direct Sales, Selling, B2B, Sales Process, Sales Presentations, Sales Management, Negotiation, Sales Operations, Qualifying Prospects, Team Building, Sales, Account Management, Customer Retention, Key Account Development, Contract Negotiation, New Business Development
Education
Florida Southern College 1991 — 1995
BA, Marketing/Ornamental Horticulture
Jessica Sandidge Jessica Sandidge's New York Life Insurance Company Experience October 2011 - Present
Job Recruiting Coordinator at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
Orlando Magic July 2010 - August 2014
Omni Hotels March 2009 - January 2010
Skills
Dance, Special Events, Product Marketing, Community Relations, Sales Recruitment, Event Management, Community Development, Recruiting, Event Planning, Social Networking, Marketing, Fundraising, Social Media Marketing, Sales, Sales Management, Leadership, Public Speaking, Social Media, Public Relations, Training, Advertising, Marketing Communications, Project Planning, Time Management, Interviews, Customer Service, Coaching, Customer Satisfaction, Networking, Sports Marketing, Sports, Facebook
Education
Florida State University 2005 — 2010
Bachelor's of Science, Recreation and Leisure Services Administration
New York Life Insurance Company October 2011 - Present
Orlando Magic July 2010 - August 2014
Omni Hotels March 2009 - January 2010
Skills
Dance, Special Events, Product Marketing, Community Relations, Sales Recruitment, Event Management, Community Development, Recruiting, Event Planning, Social Networking, Marketing, Fundraising, Social Media Marketing, Sales, Sales Management, Leadership, Public Speaking, Social Media, Public Relations, Training, Advertising, Marketing Communications, Project Planning, Time Management, Interviews, Customer Service, Coaching, Customer Satisfaction, Networking, Sports Marketing, Sports, Facebook
Education
Florida State University 2005 — 2010
Bachelor's of Science, Recreation and Leisure Services Administration
Erica Sackett Erica Sackett's New York Life Insurance Company Experience March 2015 - Present
Job Corporate Vice President, Customer Marketing/CRM at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2013 - March 2015
Raymond James Financial Inc. September 2011 - December 2013
Raymond James Financial July 2008 - September 2011
Raymond James Financial May 2005 - July 2008
Ruby Tuesday, Inc 2003 - 2005
Seminole Boosters 2004 - 2004
Max & Erma's 2002 - 2004
United Way of Erie County 2002 - 2002
Skills
Marketing Management, Market Analysis, Brand Analysis, Marketing Strategy, Digital Marketing, Corporate Branding, Brand Awareness, B to C, B to B, Cross-functional Team..., Leadership, Project Management, Market Research, Strategy, Direct Marketing, Brand Management, Online Advertising, CRM, Digital Media, B2B, Email Marketing, Management, Financial Services, Lead Generation, Advertising, Social Media, Market Planning, Creative Direction, Integrated Marketing, Marketing Research, Marketing Communications, Competitive Analysis, Social Media Marketing, Budgets, Segmentation, Product Marketing, Brand Development, Interactive Marketing, Online Marketing, Marketing, Analytics
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
M.S., Marketing
Florida State University 2001 — 2005
B.A., Advertising
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2013 - March 2015
Raymond James Financial Inc. September 2011 - December 2013
Raymond James Financial July 2008 - September 2011
Raymond James Financial May 2005 - July 2008
Ruby Tuesday, Inc 2003 - 2005
Seminole Boosters 2004 - 2004
Max & Erma's 2002 - 2004
United Way of Erie County 2002 - 2002
Skills
Marketing Management, Market Analysis, Brand Analysis, Marketing Strategy, Digital Marketing, Corporate Branding, Brand Awareness, B to C, B to B, Cross-functional Team..., Leadership, Project Management, Market Research, Strategy, Direct Marketing, Brand Management, Online Advertising, CRM, Digital Media, B2B, Email Marketing, Management, Financial Services, Lead Generation, Advertising, Social Media, Market Planning, Creative Direction, Integrated Marketing, Marketing Research, Marketing Communications, Competitive Analysis, Social Media Marketing, Budgets, Segmentation, Product Marketing, Brand Development, Interactive Marketing, Online Marketing, Marketing, Analytics
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
M.S., Marketing
Florida State University 2001 — 2005
B.A., Advertising
Juan Jose JJ Calvo's New York Life Insurance Company Experience April 2014 - Present
Job Recruiting Manager, Latino Market at New York Life Insurance Company, juan_jose_calvo@newyorklife.com, 7862751379
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
Ascendo Resources March 2013 - April 2014
Robert Half International November 2010 - 2012
Costa Farms August 2007 - October 2010
Costa Farms April 2004 - August 2007
Coface North America March 2000 - April 2004
Skills
Finance, Financial Analysis, Recruiting, Leadership, Analysis, Business Analysis, Employee Benefits, Business Development, Logistics, Human Resources, Sales, Pricing, Accounting, Credit Analysis, Forecasting, Business Intelligence, Payroll, Management, International Trade, Financial Modeling, Accounts Receivable, Hiring, Profit, Target Costing, Banking, Budgets, Employee Relations, Claim, Strategic Planning, Time Management, Temporary Placement, Process Improvement, Temporary Staffing, Talent Acquisition, Training, Microsoft Office, Coaching, Events Coordination, Social Media, PowerPoint, Team Building
Education
Florida International University - College of Business 2000 — 2004
Business Administration, Finance, Economics, International Business
Southwest Senior High School
International Christian School
New York Life Insurance Company April 2014 - Present
Ascendo Resources March 2013 - April 2014
Robert Half International November 2010 - 2012
Costa Farms August 2007 - October 2010
Costa Farms April 2004 - August 2007
Coface North America March 2000 - April 2004
Skills
Finance, Financial Analysis, Recruiting, Leadership, Analysis, Business Analysis, Employee Benefits, Business Development, Logistics, Human Resources, Sales, Pricing, Accounting, Credit Analysis, Forecasting, Business Intelligence, Payroll, Management, International Trade, Financial Modeling, Accounts Receivable, Hiring, Profit, Target Costing, Banking, Budgets, Employee Relations, Claim, Strategic Planning, Time Management, Temporary Placement, Process Improvement, Temporary Staffing, Talent Acquisition, Training, Microsoft Office, Coaching, Events Coordination, Social Media, PowerPoint, Team Building
Education
Florida International University - College of Business 2000 — 2004
Business Administration, Finance, Economics, International Business
Southwest Senior High School
International Christian School
Dana Glaeser Dana Glaeser's New York Life Insurance Company Experience April 2012 - November 2013
Job Maker + Owner at Slightly Alabama
Industry Design
Experience
Slightly Alabama November 2013 - Present
New York Life Insurance Company April 2012 - November 2013
New York Life Insurance Company June 2010 - April 2012
Knight Marketing & Advertising December 2006 - December 2010
Orange County Public Schools August 2002 - August 2006
Robert F. Munroe Private School August 2000 - August 2002
Skills
Brand Development, Marketing Strategy, Copywriting, Strategy, Creative Direction, Marketing, Social Media, Public Relations, Start-ups, Account Management, Strategic Planning, Financial Services, CRM, Email Marketing, Integrated Marketing, Digital Marketing, Advertising, Digital Strategy
Education
Florida State University 1996 — 2000
BA, English
Slightly Alabama November 2013 - Present
New York Life Insurance Company April 2012 - November 2013
New York Life Insurance Company June 2010 - April 2012
Knight Marketing & Advertising December 2006 - December 2010
Orange County Public Schools August 2002 - August 2006
Robert F. Munroe Private School August 2000 - August 2002
Skills
Brand Development, Marketing Strategy, Copywriting, Strategy, Creative Direction, Marketing, Social Media, Public Relations, Start-ups, Account Management, Strategic Planning, Financial Services, CRM, Email Marketing, Integrated Marketing, Digital Marketing, Advertising, Digital Strategy
Education
Florida State University 1996 — 2000
BA, English
Bryant A Odom Bryant A Odom's New York Life Insurance Company Experience January 2003 - January 2004
Job Life Adventurer
Industry Accounting
Experience
Brasfield & Gorrie, LLC December 2014 - Present
KBR, Inc. July 2014 - December 2014
Blue Mountain Homes, LLC April 2013 - June 2014
Robert Half August 2012 - April 2013
ANdAZ 2012 - 2012
Drug Enforcement Administration May 2010 - October 2011
US Army February 2008 - October 2008
The Mission February 2000 - October 2008
New York Life Insurance Company January 2003 - January 2004
JD Stewart August 2000 - December 2000
Skills
Small Business, Strategic Planning, Accounting, Bookkeeping, Quickbooks, Financial Analysis, Tax Preparation, Non-profits, Analysis, Budgets, QuickBooks, Financial Reporting, Nonprofits, Insurance, Outlook, Customer Service, Management, Public Speaking, Payroll, Microsoft Office
Education
University of Phoenix 2010 — 2012
BS, Accounting
Florida State University - College of Business 1992 — 1993
Accounting
Pensacola Junior College 1990 — 1992
AA, Business/Accounting
Brasfield & Gorrie, LLC December 2014 - Present
KBR, Inc. July 2014 - December 2014
Blue Mountain Homes, LLC April 2013 - June 2014
Robert Half August 2012 - April 2013
ANdAZ 2012 - 2012
Drug Enforcement Administration May 2010 - October 2011
US Army February 2008 - October 2008
The Mission February 2000 - October 2008
New York Life Insurance Company January 2003 - January 2004
JD Stewart August 2000 - December 2000
Skills
Small Business, Strategic Planning, Accounting, Bookkeeping, Quickbooks, Financial Analysis, Tax Preparation, Non-profits, Analysis, Budgets, QuickBooks, Financial Reporting, Nonprofits, Insurance, Outlook, Customer Service, Management, Public Speaking, Payroll, Microsoft Office
Education
University of Phoenix 2010 — 2012
BS, Accounting
Florida State University - College of Business 1992 — 1993
Accounting
Pensacola Junior College 1990 — 1992
AA, Business/Accounting
Adrian Michelle Manrique's New York Life Insurance Company Experience September 2012 - August 2014
Job
Industry Education Management
Experience
Citi - LATAM Risk Franchise September 2014 - Present
New York Life Insurance Company September 2012 - August 2014
The Rockefeller University August 2011 - September 2012
Unitrin April 2010 - August 2011
FXCM August 2009 - March 2010
City of Frisco September 2006 - September 2008
Skills
Employee Benefits, Talent Management, Open Enrollment, COBRA, Public Relations, LOA, STD, LTD, Offers, Onboarding, Benefits Administration, Employee Relations, HRIS, Human Resources, Recruiting, Deferred Compensation, FMLA, Talent Acquisition, Employment Law, PeopleSoft, Oracle HR, Ultipro, Succession Planning
Education
New York University 2011 — 2014
M.S., Human Resources Management and Development
The University of Texas at Dallas - School of Management 2007 — 2009
B.S., Business Management
Florida International University 2005 — 2006
Minor, Biological Sciences
Citi - LATAM Risk Franchise September 2014 - Present
New York Life Insurance Company September 2012 - August 2014
The Rockefeller University August 2011 - September 2012
Unitrin April 2010 - August 2011
FXCM August 2009 - March 2010
City of Frisco September 2006 - September 2008
Skills
Employee Benefits, Talent Management, Open Enrollment, COBRA, Public Relations, LOA, STD, LTD, Offers, Onboarding, Benefits Administration, Employee Relations, HRIS, Human Resources, Recruiting, Deferred Compensation, FMLA, Talent Acquisition, Employment Law, PeopleSoft, Oracle HR, Ultipro, Succession Planning
Education
New York University 2011 — 2014
M.S., Human Resources Management and Development
The University of Texas at Dallas - School of Management 2007 — 2009
B.S., Business Management
Florida International University 2005 — 2006
Minor, Biological Sciences
Mengyi(Mae) Yuan Mengyi(Mae) Yuan's New York Life Insurance Company Experience September 2014 - December 2014
Job Financial & Risk Summer Intern at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters June 2015 - Present
Fordham University August 2011 - Present
New York Life Insurance Company September 2014 - December 2014
PwC July 2014 - August 2014
Ernst & Young June 2013 - August 2013
The Eighth Floor, LLC March 2013 - June 2013
Acumen Fund March 2013 - June 2013
Smart Woman Securities Investment Team December 2012 - May 2013
Bank of East Asia June 2012 - July 2012
Not-for-profit Merchandising Entrepreneurial Venture September 2010 - March 2011
Skills
Bilingual, Bloomberg, Bloomberg Terminal, Google Docs, Thompson One, Microsoft Word, S&P, Access, Excel Pivot, Lotus Notes, Aura, Microsoft Excel, Accounting, Social Media, Public Speaking
Education
Fordham Gabelli School of Business 2015 — 2016
Master's degree, Professional Accounting
Fordham University 2011 — 2015
Bachelor's degree, Accounting and Finance, Sophomore
High School Affiliated to Nanjing Normal University 2008 — 2011
International Baccalaureate
Thomson Reuters June 2015 - Present
Fordham University August 2011 - Present
New York Life Insurance Company September 2014 - December 2014
PwC July 2014 - August 2014
Ernst & Young June 2013 - August 2013
The Eighth Floor, LLC March 2013 - June 2013
Acumen Fund March 2013 - June 2013
Smart Woman Securities Investment Team December 2012 - May 2013
Bank of East Asia June 2012 - July 2012
Not-for-profit Merchandising Entrepreneurial Venture September 2010 - March 2011
Skills
Bilingual, Bloomberg, Bloomberg Terminal, Google Docs, Thompson One, Microsoft Word, S&P, Access, Excel Pivot, Lotus Notes, Aura, Microsoft Excel, Accounting, Social Media, Public Speaking
Education
Fordham Gabelli School of Business 2015 — 2016
Master's degree, Professional Accounting
Fordham University 2011 — 2015
Bachelor's degree, Accounting and Finance, Sophomore
High School Affiliated to Nanjing Normal University 2008 — 2011
International Baccalaureate
Laura M. San Nicolas Laura M. San Nicolas's New York Life Insurance Company Experience January 2011 - June 2014
Job State Farm Team Member get to a better State™
Industry Financial Services
Experience
State Farm Insurance June 2014 - Present
New York Life Insurance Company January 2011 - June 2014
Hospitality Consulting January 2010 - January 2011
Courtyard by Marriott October 2005 - May 2009
Courtyard by Marriott December 2003 - October 2005
South Beach Marriott August 2000 - December 2003
Biscayne Bay Marriott June 1998 - August 2000
Skills
Financial Services, Retirement Planning, College Funding, Life Insurance, 401k Rollovers, Annuities, Long Term Care Insurance, Buy-sell Agreements, Business Continuity..., Voluntary Employee..., Tax Diversification, Fixed Annuities, Student Financial Aid, Tax, Hotels, Trade Shows, Retirement, Small Business, Sales, Revenue Analysis, Front Office, Marketing Strategy, Resorts, Hospitality Industry, Hospitality Management, Marketing, Hospitality, Contract Negotiation, Meeting Planning
Education
Florida International University
Hospitality Management
State Farm Insurance June 2014 - Present
New York Life Insurance Company January 2011 - June 2014
Hospitality Consulting January 2010 - January 2011
Courtyard by Marriott October 2005 - May 2009
Courtyard by Marriott December 2003 - October 2005
South Beach Marriott August 2000 - December 2003
Biscayne Bay Marriott June 1998 - August 2000
Skills
Financial Services, Retirement Planning, College Funding, Life Insurance, 401k Rollovers, Annuities, Long Term Care Insurance, Buy-sell Agreements, Business Continuity..., Voluntary Employee..., Tax Diversification, Fixed Annuities, Student Financial Aid, Tax, Hotels, Trade Shows, Retirement, Small Business, Sales, Revenue Analysis, Front Office, Marketing Strategy, Resorts, Hospitality Industry, Hospitality Management, Marketing, Hospitality, Contract Negotiation, Meeting Planning
Education
Florida International University
Hospitality Management
John A. Turek John A. Turek's New York Life Insurance Company Experience September 2004 - Present
Job Helping individuals and businesses create certainty for an uncertain future.
Industry Financial Services
Experience
Practitioner Strategies Insurance & Financial Services March 2010 - Present
New York Life Insurance Company September 2004 - Present
New York Life Insurance Company September 2004 - Present
San Diego State University September 1999 - June 2003
San Diego State University September 1999 - June 2003
San Diego State University February 2001 - May 2003
Hawk’s Nest Golf Club June 1996 - August 1998
Skills
Long-term Care, Retirement Planning, Annuities, Estate Planning, Disability Insurance
Education
The American College
San Diego STate University
M.ED (ABT), Sports Psychology
Rollins College
BA, Psychology
Florida Southern College 1989 — 1994
Bachleor of Science, Finance
Florida Southern College
BS, Finance
Rollins College
Bachleor of Arts, Psychology
San Diego State University-California State University
Sports Psycholgy
Practitioner Strategies Insurance & Financial Services March 2010 - Present
New York Life Insurance Company September 2004 - Present
New York Life Insurance Company September 2004 - Present
San Diego State University September 1999 - June 2003
San Diego State University September 1999 - June 2003
San Diego State University February 2001 - May 2003
Hawk’s Nest Golf Club June 1996 - August 1998
Skills
Long-term Care, Retirement Planning, Annuities, Estate Planning, Disability Insurance
Education
The American College
San Diego STate University
M.ED (ABT), Sports Psychology
Rollins College
BA, Psychology
Florida Southern College 1989 — 1994
Bachleor of Science, Finance
Florida Southern College
BS, Finance
Rollins College
Bachleor of Arts, Psychology
San Diego State University-California State University
Sports Psycholgy
Van Watson's New York Life Insurance Company Experience March 2008 - November 2009
Job Realtor at MMD Realty
Industry Real Estate
Experience
MMD Realty July 2013 - Present
Transwestern January 2012 - Present
Esquire Solutions May 2011 - January 2012
Arch Aluminum & Glass January 2010 - February 2011
New York Life Insurance Company March 2008 - November 2009
Skills
Excel, MRI, Solaria, MS Dynamics, Microsoft Dynamics, Microsoft Excel, Financial Analysis, Commercial Real Estate, Property Management, Financial Modeling, Account Reconciliation, Real Estate
Education
Florida State University 2002 — 2007
Bachelor of Science, Finance and Real Estate
MMD Realty July 2013 - Present
Transwestern January 2012 - Present
Esquire Solutions May 2011 - January 2012
Arch Aluminum & Glass January 2010 - February 2011
New York Life Insurance Company March 2008 - November 2009
Skills
Excel, MRI, Solaria, MS Dynamics, Microsoft Dynamics, Microsoft Excel, Financial Analysis, Commercial Real Estate, Property Management, Financial Modeling, Account Reconciliation, Real Estate
Education
Florida State University 2002 — 2007
Bachelor of Science, Finance and Real Estate
Jared Morgan's New York Life Insurance Company Experience October 2010 - April 2013
Job Vice President / Premier Banker at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2013 - June 2015
New York Life Insurance Company October 2010 - April 2013
Mercantile Bank June 2004 - October 2010
Skills
Retirement Planning, Loans, Sales, Investments, Customer Service, IRAs, Retirement, Wealth Management, Estate Planning, Team Building, Management, Small Business
Education
Gulf Coast Community College 1998 — 2001
AA, Business Administration
Florida State University
SunTrust Bank April 2013 - June 2015
New York Life Insurance Company October 2010 - April 2013
Mercantile Bank June 2004 - October 2010
Skills
Retirement Planning, Loans, Sales, Investments, Customer Service, IRAs, Retirement, Wealth Management, Estate Planning, Team Building, Management, Small Business
Education
Gulf Coast Community College 1998 — 2001
AA, Business Administration
Florida State University
John Tarsi, MBA John Tarsi, MBA's New York Life Insurance Company Experience November 2011 - Present
Job Corporate Vice President, Search Engine Marketing at New York Life Insurance Company
Industry Online Media
Experience
New York Life Insurance Company November 2011 - Present
acquirgy June 2010 - September 2011
MedThink Communications January 2010 - May 2010
Media Two Interactive January 2008 - December 2009
Bisk Education August 2004 - December 2008
HLA Marketing Communications August 2001 - August 2004
Skills
Google Analytics, WebTrends Analytics, Marin Software, Mediaplex, SEM, PPC, MSN AdCenter, Google Adwords, Web Analytics, Omniture, Interactive Marketing, SEO, Online Advertising, Digital Marketing, Email Marketing, Advertising, Marketing, Affiliate Marketing, Analytics, Online Marketing, Landing Page..., Social Media, E-commerce, Search Advertising, Web Marketing, Marketing Strategy, Strategy, Copywriting
Education
Regis University 2005 — 2007
MBA, Marketing
Florida State University 1997 — 2001
BS, Communications with emphasis in Advertising
New York Life Insurance Company November 2011 - Present
acquirgy June 2010 - September 2011
MedThink Communications January 2010 - May 2010
Media Two Interactive January 2008 - December 2009
Bisk Education August 2004 - December 2008
HLA Marketing Communications August 2001 - August 2004
Skills
Google Analytics, WebTrends Analytics, Marin Software, Mediaplex, SEM, PPC, MSN AdCenter, Google Adwords, Web Analytics, Omniture, Interactive Marketing, SEO, Online Advertising, Digital Marketing, Email Marketing, Advertising, Marketing, Affiliate Marketing, Analytics, Online Marketing, Landing Page..., Social Media, E-commerce, Search Advertising, Web Marketing, Marketing Strategy, Strategy, Copywriting
Education
Regis University 2005 — 2007
MBA, Marketing
Florida State University 1997 — 2001
BS, Communications with emphasis in Advertising
Walter Phillips Walter Phillips's New York Life Insurance Company Experience 2003 - 2005
Job Transportation Coordinator at Valet Waste
Industry Consumer Services
Experience
Valet Waste 2006 - Present
New York Life Insurance Company 2003 - 2005
FedEx 1984 - 2003
Skills
Operations Management, Inventory Management, Customer Service, Inventory Control, Customer Satisfaction, Microsoft Office, Microsoft Excel, Team Building, Logistics, Transportation, Budgets, Purchasing, Process Improvement, Account Management, Negotiation, Contract Negotiation, Strategic Planning, New Business Development, Forecasting, Management, Sales, Sales Management, Change Management
Education
Florida Metropolitan University 2001 — 2003
Computer Science
Webster Business School
Business Machines
Valet Waste 2006 - Present
New York Life Insurance Company 2003 - 2005
FedEx 1984 - 2003
Skills
Operations Management, Inventory Management, Customer Service, Inventory Control, Customer Satisfaction, Microsoft Office, Microsoft Excel, Team Building, Logistics, Transportation, Budgets, Purchasing, Process Improvement, Account Management, Negotiation, Contract Negotiation, Strategic Planning, New Business Development, Forecasting, Management, Sales, Sales Management, Change Management
Education
Florida Metropolitan University 2001 — 2003
Computer Science
Webster Business School
Business Machines
Toni Alison Chadwell's New York Life Insurance Company Experience November 2014 - Present
Job Associate at New York Life Insurance Company
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company November 2014 - Present
Team Hayden April 2011 - Present
Visit Jacksonville November 2013 - February 2014
The Florida Theatre May 2005 - October 2013
Harris Bank August 1999 - April 2005
Blue Man Group Chicago August 1999 - July 2004
Skills
Fundraising, Contract Negotiation, Key Account Management, Follow Through, Creative Writing, Customer Experience, Team Facilitation, Well-organized, Equality & Diversity, Non-profit Leadership, Arts, Marketing Strategy, Marketing Communications, Social Media Marketing, Nonprofits, Online Advertising, Copywriting, Customer Service, Theatre, Management, Volunteer Management, Community Outreach, Training, Digital Marketing, Leadership, Sponsorship
Education
Illinois State University 1997 — 1998
Master's work in Mass Media Communications
Florida State University 1993 — 1997
B.A., English/Communication
Adlai E. Stevenson High School 1989 — 1993
Birthright Israel- LIVNOT 108
New York Life Insurance Company November 2014 - Present
Team Hayden April 2011 - Present
Visit Jacksonville November 2013 - February 2014
The Florida Theatre May 2005 - October 2013
Harris Bank August 1999 - April 2005
Blue Man Group Chicago August 1999 - July 2004
Skills
Fundraising, Contract Negotiation, Key Account Management, Follow Through, Creative Writing, Customer Experience, Team Facilitation, Well-organized, Equality & Diversity, Non-profit Leadership, Arts, Marketing Strategy, Marketing Communications, Social Media Marketing, Nonprofits, Online Advertising, Copywriting, Customer Service, Theatre, Management, Volunteer Management, Community Outreach, Training, Digital Marketing, Leadership, Sponsorship
Education
Illinois State University 1997 — 1998
Master's work in Mass Media Communications
Florida State University 1993 — 1997
B.A., English/Communication
Adlai E. Stevenson High School 1989 — 1993
Birthright Israel- LIVNOT 108
Nina Sullivan Nina Sullivan's New York Life Insurance Company Experience February 2012 - May 2012
Job Tax Intern at KPMG US
Industry Accounting
Experience
KPMG US June 2014 - August 2014
U.S. Trust June 2013 - August 2013
Mohegan Tribal Gaming Authority June 2012 - August 2012
Great Neck Country Club June 2012 - August 2012
New York Life Insurance Company February 2012 - May 2012
EasyWebCreations.Com June 2011 - August 2011
Pleasure Beach June 2009 - August 2011
Skills
Teamwork, Accounting, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Team Leadership, Communication
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Taxation
Fordham University 2010 — 2014
Bachelor's degree, Accounting
KPMG US June 2014 - August 2014
U.S. Trust June 2013 - August 2013
Mohegan Tribal Gaming Authority June 2012 - August 2012
Great Neck Country Club June 2012 - August 2012
New York Life Insurance Company February 2012 - May 2012
EasyWebCreations.Com June 2011 - August 2011
Pleasure Beach June 2009 - August 2011
Skills
Teamwork, Accounting, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Team Leadership, Communication
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Taxation
Fordham University 2010 — 2014
Bachelor's degree, Accounting
Janson Smith's New York Life Insurance Company Experience November 2012 - Present
Job Business Analyst | Project Manager | Compliance Officer
Industry Information Technology and Services
Experience
New York Life Insurance Company November 2012 - Present
Chase April 2012 - November 2012
Vitera Healthcare Solutions January 2007 - April 2012
JPMorgan Chase September 2001 - January 2007
Hummingbird January 2000 - September 2001
Skills
Listening/Verbal/Written..., Analytical/Research, Computer/Technical..., Managing Multiple..., Interpersonal Abilities, Leadership/Management, Multicultural..., Planning/Organizing, Reasoning, Teamwork, Honesty/Integrity/Morali..., Adaptability/Flexibility, Dedication/Hard-Working/..., Dependability/Reliabilit..., Loyalty, Positive..., Professionalism, Self-Confidence, Self-Motivated/Ability..., Willingness to Learn, HIPAA, Requirements Analysis, Supervisory Skills, Healthcare, Business Analysis, Process Improvement, Compliance, Strategic Planning, Customer Service, Analysis, Customer Relations, Team Building, Microsoft Office, Problem Solving, Quality Assurance, Program Management, Risk Management, Troubleshooting, Account Management, SharePoint, Change Management, SQL, Documentation, Security, Administration, Social Media, Coaching, Team Leadership, Creativity, Project Management
Education
Florida State University - College of Business 1995 — 2000
B.S., Management Information Systems
Leon High School 1990 — 1995
Diploma, Magna Cum Laude
New York Life Insurance Company November 2012 - Present
Chase April 2012 - November 2012
Vitera Healthcare Solutions January 2007 - April 2012
JPMorgan Chase September 2001 - January 2007
Hummingbird January 2000 - September 2001
Skills
Listening/Verbal/Written..., Analytical/Research, Computer/Technical..., Managing Multiple..., Interpersonal Abilities, Leadership/Management, Multicultural..., Planning/Organizing, Reasoning, Teamwork, Honesty/Integrity/Morali..., Adaptability/Flexibility, Dedication/Hard-Working/..., Dependability/Reliabilit..., Loyalty, Positive..., Professionalism, Self-Confidence, Self-Motivated/Ability..., Willingness to Learn, HIPAA, Requirements Analysis, Supervisory Skills, Healthcare, Business Analysis, Process Improvement, Compliance, Strategic Planning, Customer Service, Analysis, Customer Relations, Team Building, Microsoft Office, Problem Solving, Quality Assurance, Program Management, Risk Management, Troubleshooting, Account Management, SharePoint, Change Management, SQL, Documentation, Security, Administration, Social Media, Coaching, Team Leadership, Creativity, Project Management
Education
Florida State University - College of Business 1995 — 2000
B.S., Management Information Systems
Leon High School 1990 — 1995
Diploma, Magna Cum Laude
Kris Haas's New York Life Insurance Company Experience October 2014 - Present
Job Positive Professional
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
The Leukemia & Lymphoma Society August 2014 - October 2014
IQPC Exchange July 2013 - April 2014
Schiller International University March 2012 - June 2013
ATA Career Education May 2010 - March 2012
Angel Adventures, LLC February 2003 - February 2012
Sterling Payment Technologies October 2008 - November 2009
Newport International February 2004 - September 2005
Ceridian November 2002 - February 2004
Bisk Education May 2002 - November 2002
Skills
Microsoft Office, Email Marketing, Online Marketing, Social Networking, Meeting Planning, Newsletter Production, Oracle Applications, CampusVue, Research, Management, Customer Service, Web Design, Online Advertising, Team Building, Public Relations, Market Research, Microsoft Excel, Account Management, Student Affairs, Public Speaking, Blogging, Adult Education, Admissions, Event Management, Enrollment Management, Advertising, Lead Generation, Recruiting, Outlook, Microsoft Word, Program Management, Newsletters, Teaching, PowerPoint, Retail, Training, Fundraising, Marketing, Event Planning, New Business Development, Salesforce.com, Team Leadership, Marketing Strategy, Customer Satisfaction, Facebook, Sales, Leadership, Photoshop, Product Development, Coaching
Education
Florida Metropolitan University 1997 — 2001
BS, Business Administration
Pasco Hernando Community College 1994 — 1997
A.A, Business Administration
Zephyrhills High School
New York Life Insurance Company October 2014 - Present
The Leukemia & Lymphoma Society August 2014 - October 2014
IQPC Exchange July 2013 - April 2014
Schiller International University March 2012 - June 2013
ATA Career Education May 2010 - March 2012
Angel Adventures, LLC February 2003 - February 2012
Sterling Payment Technologies October 2008 - November 2009
Newport International February 2004 - September 2005
Ceridian November 2002 - February 2004
Bisk Education May 2002 - November 2002
Skills
Microsoft Office, Email Marketing, Online Marketing, Social Networking, Meeting Planning, Newsletter Production, Oracle Applications, CampusVue, Research, Management, Customer Service, Web Design, Online Advertising, Team Building, Public Relations, Market Research, Microsoft Excel, Account Management, Student Affairs, Public Speaking, Blogging, Adult Education, Admissions, Event Management, Enrollment Management, Advertising, Lead Generation, Recruiting, Outlook, Microsoft Word, Program Management, Newsletters, Teaching, PowerPoint, Retail, Training, Fundraising, Marketing, Event Planning, New Business Development, Salesforce.com, Team Leadership, Marketing Strategy, Customer Satisfaction, Facebook, Sales, Leadership, Photoshop, Product Development, Coaching
Education
Florida Metropolitan University 1997 — 2001
BS, Business Administration
Pasco Hernando Community College 1994 — 1997
A.A, Business Administration
Zephyrhills High School
JULINA BOCK's New York Life Insurance Company Experience 2004 - 2005
Job Owner/CFO of WhyReboot
Industry Information Technology and Services
Experience
WhyReboot July 2010 - Present
The Hartford 2005 - 2007
Humana 2005 - 2007
New York Life Insurance Company 2004 - 2005
Aflac 2004 - 2005
LTP Management June 2002 - March 2004
Skills
Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Leadership, Employee Training, Business Analysis, Management, System Administration, Analysis, Sales, Vendor Management, Team Building
Education
Florida State University 1997 — 2001
Bachelor's Degree, Psychology/Applied Behavior Analysis with a Performance Management Emphasis, A
Douglas Anderson School of the Arts 1993 — 1997
High School, Music, A
WhyReboot July 2010 - Present
The Hartford 2005 - 2007
Humana 2005 - 2007
New York Life Insurance Company 2004 - 2005
Aflac 2004 - 2005
LTP Management June 2002 - March 2004
Skills
Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, Leadership, Employee Training, Business Analysis, Management, System Administration, Analysis, Sales, Vendor Management, Team Building
Education
Florida State University 1997 — 2001
Bachelor's Degree, Psychology/Applied Behavior Analysis with a Performance Management Emphasis, A
Douglas Anderson School of the Arts 1993 — 1997
High School, Music, A
Pernell E. Croskey Pernell E. Croskey's New York Life Insurance Company Experience May 2012 - February 2013
Job Educator at Orange County Public Schools
Industry Education Management
Experience
Orange County Public Schools August 2015 - Present
Kustom US February 2013 - August 2015
New York Life Insurance Company May 2012 - February 2013
EmbanetCompass June 2010 - February 2012
ADP April 2007 - June 2010
Enterprise Rent-A-Car January 2002 - April 2007
U. S. Army July 1993 - July 1997
Skills
PowerPoint, Cold Calling, Customer Retention, 401k, Sales, Fixed Annuities, Salesforce.com, Marketing, Public Speaking, Sales Management, Outside Sales, B2B, Lead Generation, Strategic Planning, Customer Satisfaction, Sales Presentations, Territory Management, Sales Operations, Sales Process, Recruiting, Employee Benefits, Building Relationships, Coaching, Direct Sales, Account Management, Customer Service, Small Business, New Business Development, Insurance, Business Networking, Social Networking, Management, Marketing Strategy, Training, Employee Training, Social Media Marketing, Leadership, Team Building, CRM, Contract Negotiation, Selling, Business Development, Advertising, Budgets, Time Management, Sales Force Development, Negotiation, Business Planning, Project Planning, Inside Sales
Education
Florida State University 2000 — 2001
Bachelor of Science, Communications
Tallahassee Community College 1998 — 2000
Associate of Science
Orange County Public Schools August 2015 - Present
Kustom US February 2013 - August 2015
New York Life Insurance Company May 2012 - February 2013
EmbanetCompass June 2010 - February 2012
ADP April 2007 - June 2010
Enterprise Rent-A-Car January 2002 - April 2007
U. S. Army July 1993 - July 1997
Skills
PowerPoint, Cold Calling, Customer Retention, 401k, Sales, Fixed Annuities, Salesforce.com, Marketing, Public Speaking, Sales Management, Outside Sales, B2B, Lead Generation, Strategic Planning, Customer Satisfaction, Sales Presentations, Territory Management, Sales Operations, Sales Process, Recruiting, Employee Benefits, Building Relationships, Coaching, Direct Sales, Account Management, Customer Service, Small Business, New Business Development, Insurance, Business Networking, Social Networking, Management, Marketing Strategy, Training, Employee Training, Social Media Marketing, Leadership, Team Building, CRM, Contract Negotiation, Selling, Business Development, Advertising, Budgets, Time Management, Sales Force Development, Negotiation, Business Planning, Project Planning, Inside Sales
Education
Florida State University 2000 — 2001
Bachelor of Science, Communications
Tallahassee Community College 1998 — 2000
Associate of Science
Lourdes Calas's New York Life Insurance Company Experience April 2011 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC February 2013 - Present
New York Life Insurance Company April 2011 - Present
Hardico Inc. July 2006 - December 2010
Banco Latino International July 1986 - December 1993
First Palm Beach Interenational June 1985 - July 1986
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Insurance, Team Building, Investments, Retirement, Estate Planning, Financial Planning, Long-term Care, Fixed Annuities, Management, Financial Services
Education
Florida International University 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
NYLIFE Securities, LLC February 2013 - Present
New York Life Insurance Company April 2011 - Present
Hardico Inc. July 2006 - December 2010
Banco Latino International July 1986 - December 1993
First Palm Beach Interenational June 1985 - July 1986
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Insurance, Team Building, Investments, Retirement, Estate Planning, Financial Planning, Long-term Care, Fixed Annuities, Management, Financial Services
Education
Florida International University 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Terri Chapman's New York Life Insurance Company Experience December 2012 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Genentech May 1998 - June 2003
Skills
401k Rollovers, Annuity Sales, Asset Protection
Education
Florida State University 1986 — 1989
BS, Dietetics and Nutrition
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Genentech May 1998 - June 2003
Skills
401k Rollovers, Annuity Sales, Asset Protection
Education
Florida State University 1986 — 1989
BS, Dietetics and Nutrition
Constanza Mejia Constanza Mejia's New York Life Insurance Company Experience January 1998 - January 2002
Job Coach/ Small Business/ Entrepreneur | Residual Income Coach/Retirement Income Coach | Health |Plan B Coach
Industry Marketing and Advertising
Experience
Advancing With Us May 2001 - Present
Belcher Orion Realty/Mar Mortgage January 2002 - December 2009
New York Life Insurance Company January 1998 - January 2002
Skills
Wellness, Wellness Coaching, Marketing, Consumer Direct..., Health, Entrepreneurship, Small Business, Marketing Strategy, Social Media Marketing, Bilingual English..., Bilingual-English/Spanis..., Advertising, Customer Service, Direct Marketing, Event Planning, Leadership, Nutrition, Online Marketing, Public Speaking, Sales, Social Networking, Social Media, Strategic Planning, Team Building
Education
Florida International University 1995 — 1996
International Business
Miami Dade Community College 1972 — 1974
Associate of Arts (A.A.), General Studies, 4.0
Miami Beach Senior High School
High Sschool
University of Miami
Psychology
Advancing With Us May 2001 - Present
Belcher Orion Realty/Mar Mortgage January 2002 - December 2009
New York Life Insurance Company January 1998 - January 2002
Skills
Wellness, Wellness Coaching, Marketing, Consumer Direct..., Health, Entrepreneurship, Small Business, Marketing Strategy, Social Media Marketing, Bilingual English..., Bilingual-English/Spanis..., Advertising, Customer Service, Direct Marketing, Event Planning, Leadership, Nutrition, Online Marketing, Public Speaking, Sales, Social Networking, Social Media, Strategic Planning, Team Building
Education
Florida International University 1995 — 1996
International Business
Miami Dade Community College 1972 — 1974
Associate of Arts (A.A.), General Studies, 4.0
Miami Beach Senior High School
High Sschool
University of Miami
Psychology
Alex Villada Alex Villada's New York Life Insurance Company Experience January 2012 - September 2012
Job Experienced marketing, sales, and communications professional
Industry Marketing and Advertising
Experience
beIN SPORTS July 2015 - Present
Hemisphere Media Group, Inc. September 2014 - June 2015
Imagina U.S August 2012 - August 2014
New York Life Insurance Company January 2012 - September 2012
BankAtlantic January 2009 - November 2011
Nautica July 2007 - August 2008
Skills
Customer Service, Relationship Management, Leadership, Sales, Marketing Communications, Marketing, Event Management, Event Planning, Public Relations, Microsoft Word, Facebook, Retail, Budgets, Social Media, Events, Account Management, Marketing Management, Marketing Strategy, Product Marketing, Project Management, Team Leadership, Customer Satisfaction, Customer Retention, Outlook, Cross Selling, Microsoft Office, Sales Process, Customer Oriented, Client Counseling, Client Development, Direct Marketing, Retail Banking, Banking, Advertising
Education
Nova Southeastern University 2014 — 2016
Master's Degree, Marketing
Florida International University - College of Business 2009 — 2011
Bachelor, Business Administration in Marketing
St. Thomas University 2007 — 2009
Bachelor of Business Administration (BBA), Marketing/Marketing Management
beIN SPORTS July 2015 - Present
Hemisphere Media Group, Inc. September 2014 - June 2015
Imagina U.S August 2012 - August 2014
New York Life Insurance Company January 2012 - September 2012
BankAtlantic January 2009 - November 2011
Nautica July 2007 - August 2008
Skills
Customer Service, Relationship Management, Leadership, Sales, Marketing Communications, Marketing, Event Management, Event Planning, Public Relations, Microsoft Word, Facebook, Retail, Budgets, Social Media, Events, Account Management, Marketing Management, Marketing Strategy, Product Marketing, Project Management, Team Leadership, Customer Satisfaction, Customer Retention, Outlook, Cross Selling, Microsoft Office, Sales Process, Customer Oriented, Client Counseling, Client Development, Direct Marketing, Retail Banking, Banking, Advertising
Education
Nova Southeastern University 2014 — 2016
Master's Degree, Marketing
Florida International University - College of Business 2009 — 2011
Bachelor, Business Administration in Marketing
St. Thomas University 2007 — 2009
Bachelor of Business Administration (BBA), Marketing/Marketing Management
Carlos Andres Ayure Florez's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
iCommerce 2015 - 2015
Franchise Creator April 2014 - September 2014
McDonald's’ corporation February 2003 - January 2014
Skills
Succession Planning, Estate Planning, Asset Protection, Customer Relations, Licensed to Sell..., Fixed Annuities, Customer Service, Hiring, Profit, Inventory Management, Inventory Control, Management, Training, Retail, Business Development
Education
Florida International University 2014 — 2015
Master of International Business (M.IB), International Business
Florida International University 2011 — 2013
Bachelor's Degree, International Business, 3.23
McDonald's HU 2011 — 2011
Operations Leadership Practices, Business Administration and Management, General
Miami Dade College 2007 — 2010
Associate's Degree, Business Administration and Management, General, 3.4
New York Life Insurance Company August 2015 - Present
iCommerce 2015 - 2015
Franchise Creator April 2014 - September 2014
McDonald's’ corporation February 2003 - January 2014
Skills
Succession Planning, Estate Planning, Asset Protection, Customer Relations, Licensed to Sell..., Fixed Annuities, Customer Service, Hiring, Profit, Inventory Management, Inventory Control, Management, Training, Retail, Business Development
Education
Florida International University 2014 — 2015
Master of International Business (M.IB), International Business
Florida International University 2011 — 2013
Bachelor's Degree, International Business, 3.23
McDonald's HU 2011 — 2011
Operations Leadership Practices, Business Administration and Management, General
Miami Dade College 2007 — 2010
Associate's Degree, Business Administration and Management, General, 3.4
Hannah Garcia's New York Life Insurance Company Experience May 2013 - August 2013
Job Student attending Florida State University
Industry Real Estate
Experience
Florida Department of Health December 2014 - Present
The M&A Advisor June 2015 - August 2015
Midtown Commercial Real Estate Co. June 2015 - July 2015
TanShadows tanning salon August 2012 - April 2014
New York Life Insurance Company May 2013 - August 2013
Skills
Marketing, Microsoft Office, Leadership, Customer Service, Time Management, Marketing Strategy, Program Management, Business Development, Event Management, Social Networking, Data Entry, Nonprofits, Microsoft Word, Finance, Outlook, Microsoft Excel, Social Media, Teamwork, PowerPoint, Social Media Marketing, Event Planning, Cold Calling, Sales
Education
Florida State University 2014 — 2016
Bachelor's degree, Finance and Real Estate
Tallahassee Community College 2012 — 2014
Associate of Arts (AA), Finance, General
Florida Department of Health December 2014 - Present
The M&A Advisor June 2015 - August 2015
Midtown Commercial Real Estate Co. June 2015 - July 2015
TanShadows tanning salon August 2012 - April 2014
New York Life Insurance Company May 2013 - August 2013
Skills
Marketing, Microsoft Office, Leadership, Customer Service, Time Management, Marketing Strategy, Program Management, Business Development, Event Management, Social Networking, Data Entry, Nonprofits, Microsoft Word, Finance, Outlook, Microsoft Excel, Social Media, Teamwork, PowerPoint, Social Media Marketing, Event Planning, Cold Calling, Sales
Education
Florida State University 2014 — 2016
Bachelor's degree, Finance and Real Estate
Tallahassee Community College 2012 — 2014
Associate of Arts (AA), Finance, General
Jeff Kessock's New York Life Insurance Company Experience May 2009 - February 2013
Job Internal Wholesaler
Industry Financial Services
Experience
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
Chris Sementa's New York Life Insurance Company Experience November 2014 - Present
Job Senior Associate
Industry Marketing and Advertising
Experience
New York Life Insurance Company November 2014 - Present
FIS Global July 2011 - November 2014
Premier Payment Systems June 2010 - July 2011
Pi Lambda Phi Fraternity 2008 - 2009
Skills
Financial Risk, Credit Cards, Financial Analysis, Fraud, Finance, Microsoft Excel, Risk Management, Credit, Business Development, Portfolio Management, Valuation, Banking, Team Leadership, Microsoft Office, Leadership, Budgets, Electronic Payments, Fraud Detection, Credit Card Fraud
Education
University of Tampa 2013 — 2015
Master of Business Administration (MBA)
Florida State University - College of Business 2006 — 2010
Bachelor of Science (BS), Finance
New York Life Insurance Company November 2014 - Present
FIS Global July 2011 - November 2014
Premier Payment Systems June 2010 - July 2011
Pi Lambda Phi Fraternity 2008 - 2009
Skills
Financial Risk, Credit Cards, Financial Analysis, Fraud, Finance, Microsoft Excel, Risk Management, Credit, Business Development, Portfolio Management, Valuation, Banking, Team Leadership, Microsoft Office, Leadership, Budgets, Electronic Payments, Fraud Detection, Credit Card Fraud
Education
University of Tampa 2013 — 2015
Master of Business Administration (MBA)
Florida State University - College of Business 2006 — 2010
Bachelor of Science (BS), Finance
Peter J. Busse Peter J. Busse's New York Life Insurance Company Experience March 1996 - Present
Job Advisor of New York Life Insurance Company & CEO of P.J.Busse Insurance and Financial Services
Industry Financial Services
Experience
New York Life Insurance Company March 1996 - Present
FPL May 1986 - March 1996
Office of the Comptroller and Auditor General 1985 - 1986
Skills
Permanent Life Insurance, Retirement Planning, Buy-sell Agreements, SEP IRA, IRAs, Pensions, Long-term Care, Insurance, Retirement, Life Insurance, Strategic Financial..., Asset Allocation, Business Planning, Human Resources, Health Insurance, Disability Insurance, Small Business, Employee Benefits, Estate Planning, Finance, Strategy, Financial Advisory, Long Term Care Insurance, Mutual Funds, Financial Services, Wealth Management, Securities, Mortgage Lending, Fixed Annuities, Term Life Insurance, Investments, 401k, Series 63, Financial Planners, 401k Rollovers, Series 6, Investment Advisory, Series 7, Wealth Management..., Wealth, Portfolio Management, Roth IRA, Variable Annuities, Universal Life, Succession Planning, Alternative Investments, Critical Illness, Whole Life, Asset Management, Underwriting
Education
Florida State University 1982 — 1985
BS, Finance
Miami Dade College 1977 — 1980
AA, Business
Christopher Columbus 1973 — 1977
High School Diploma, Business/Commerce, General
New York Life Insurance Company March 1996 - Present
FPL May 1986 - March 1996
Office of the Comptroller and Auditor General 1985 - 1986
Skills
Permanent Life Insurance, Retirement Planning, Buy-sell Agreements, SEP IRA, IRAs, Pensions, Long-term Care, Insurance, Retirement, Life Insurance, Strategic Financial..., Asset Allocation, Business Planning, Human Resources, Health Insurance, Disability Insurance, Small Business, Employee Benefits, Estate Planning, Finance, Strategy, Financial Advisory, Long Term Care Insurance, Mutual Funds, Financial Services, Wealth Management, Securities, Mortgage Lending, Fixed Annuities, Term Life Insurance, Investments, 401k, Series 63, Financial Planners, 401k Rollovers, Series 6, Investment Advisory, Series 7, Wealth Management..., Wealth, Portfolio Management, Roth IRA, Variable Annuities, Universal Life, Succession Planning, Alternative Investments, Critical Illness, Whole Life, Asset Management, Underwriting
Education
Florida State University 1982 — 1985
BS, Finance
Miami Dade College 1977 — 1980
AA, Business
Christopher Columbus 1973 — 1977
High School Diploma, Business/Commerce, General
Pierce Solberg Pierce Solberg's New York Life Insurance Company Experience September 2012 - Present
Job Phone technician
Industry Consumer Electronics
Experience
Cupertino iPhone Repair January 2015 - Present
New York Life Insurance Company September 2012 - Present
Stevens Creek Toyota,StevensCreek VW,Dublin VW June 2013 - October 2014
Sweet Creams Cafe May 2012 - October 2012
Skills
Sales, Sales Management, Customer Service, Customer Satisfaction
Education
West Coast Ultrasound Institute 2015 — 2017
Associate of Arts and Sciences (A.A.S.), Magnetic Resonance Imaging (MRI) Technology/Technician
Foothill College 2013 — 2015
Transfer, Radiologic Technology/Science - Radiographer
Cupertino iPhone Repair January 2015 - Present
New York Life Insurance Company September 2012 - Present
Stevens Creek Toyota,StevensCreek VW,Dublin VW June 2013 - October 2014
Sweet Creams Cafe May 2012 - October 2012
Skills
Sales, Sales Management, Customer Service, Customer Satisfaction
Education
West Coast Ultrasound Institute 2015 — 2017
Associate of Arts and Sciences (A.A.S.), Magnetic Resonance Imaging (MRI) Technology/Technician
Foothill College 2013 — 2015
Transfer, Radiologic Technology/Science - Radiographer
Lisa Klinefelter Lisa Klinefelter's New York Life Insurance Company Experience July 2014 - Present
Job Corp VP Ins Agency & Mktg Technology at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company July 2014 - Present
Accenture February 2009 - October 2013
AT&T 2001 - 2009
Prodigy 1987 - 2001
Skills
Program Management, Business Analysis, Software Project..., Requirements Management, Requirements Analysis, Requirements Gathering, Business Requirements, Functional Requirements, System Requirements, Change Management, Leadership, Management, Agile Project Management, SDLC, Integration
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Masters in Business Administration (MBA) - Finance
Smith College
Bachelor of Arts (BA) - Mathematics, Computer Science
New York Life Insurance Company July 2014 - Present
Accenture February 2009 - October 2013
AT&T 2001 - 2009
Prodigy 1987 - 2001
Skills
Program Management, Business Analysis, Software Project..., Requirements Management, Requirements Analysis, Requirements Gathering, Business Requirements, Functional Requirements, System Requirements, Change Management, Leadership, Management, Agile Project Management, SDLC, Integration
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Masters in Business Administration (MBA) - Finance
Smith College
Bachelor of Arts (BA) - Mathematics, Computer Science
Elysa Dauerman Elysa Dauerman's New York Life Insurance Company Experience April 2005 - December 2013
Job Quality Assurance Internal Audit Manager
Industry Financial Services
Experience
Emblem Health June 2015 - Present
NYSSCPA Manhattan Bronx Chapter 2005 - Present
AIG January 2014 - May 2015
New York Life Insurance Company April 2005 - December 2013
AXA Financial Services, New York, NY, 2000 - 2005
The MONY Group November 1989 - 2000
KPMG June 1988 - October 1989
Skills
Accounting, Personal Income Tax, Community Volunteering, Professional Mentoring, NYSSCPA Manhattan Bronx..., NYSSCPA Foundation of..., NYSSCPA Individual Tax..., Internal Controls, Income Tax, Life Insurance, Tax, Mutual Funds, Retirement Planning, Retirement, Auditing, Fixed Annuities, Insurance, Estate Planning, Investments, Leadership, Analysis, Financial Analysis, Sarbanes-Oxley Act, Executive Management, Management, Private Equity, Strategic Financial..., Business Analysis, Due Diligence, Finance, Financial Services, CPA, Account Reconciliation, Risk Management, Governance, Business Process, Financial Risk, Vendor Management, Financial Reporting
Education
Fordham University - Graduate School of Business Administration
Masters of Science in Taxation, Taxation
Skidmore College, Saratoga Springs, New York
Bachelors of Science, Concentration in Accounting and Minor in History, Accounting and Business Concentration
Emblem Health June 2015 - Present
NYSSCPA Manhattan Bronx Chapter 2005 - Present
AIG January 2014 - May 2015
New York Life Insurance Company April 2005 - December 2013
AXA Financial Services, New York, NY, 2000 - 2005
The MONY Group November 1989 - 2000
KPMG June 1988 - October 1989
Skills
Accounting, Personal Income Tax, Community Volunteering, Professional Mentoring, NYSSCPA Manhattan Bronx..., NYSSCPA Foundation of..., NYSSCPA Individual Tax..., Internal Controls, Income Tax, Life Insurance, Tax, Mutual Funds, Retirement Planning, Retirement, Auditing, Fixed Annuities, Insurance, Estate Planning, Investments, Leadership, Analysis, Financial Analysis, Sarbanes-Oxley Act, Executive Management, Management, Private Equity, Strategic Financial..., Business Analysis, Due Diligence, Finance, Financial Services, CPA, Account Reconciliation, Risk Management, Governance, Business Process, Financial Risk, Vendor Management, Financial Reporting
Education
Fordham University - Graduate School of Business Administration
Masters of Science in Taxation, Taxation
Skidmore College, Saratoga Springs, New York
Bachelors of Science, Concentration in Accounting and Minor in History, Accounting and Business Concentration
Katie McCarthy's New York Life Insurance Company Experience September 2013 - Present
Job Senior Marketing Associate Marketing Strategy at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company April 2011 - Present
ChaseHealthAdvance August 2007 - March 2011
Moore Consulting Group May 2007 - August 2007
Florida State University April 2004 - May 2005
Skills
Marketing, Direct Marketing, Social Media, Online Marketing, Marketing Strategy, Marketing Communications, Direct Mail, Lead Generation
Education
Florida State University 2006 — 2007
Masters, Integrated Marketing Communication
Florida State University - College of Business 2002 — 2006
Bachelor, Business Marketing
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company April 2011 - Present
ChaseHealthAdvance August 2007 - March 2011
Moore Consulting Group May 2007 - August 2007
Florida State University April 2004 - May 2005
Skills
Marketing, Direct Marketing, Social Media, Online Marketing, Marketing Strategy, Marketing Communications, Direct Mail, Lead Generation
Education
Florida State University 2006 — 2007
Masters, Integrated Marketing Communication
Florida State University - College of Business 2002 — 2006
Bachelor, Business Marketing
Efrain Toro's New York Life Insurance Company Experience September 2013 - February 2015
Job Financial Professional at AIG Financial Network
Industry Investment Management
Experience
AIG March 2015 - Present
New York Life Insurance Company September 2013 - February 2015
Nationwide Insurance January 2013 - September 2013
GEICO January 2010 - September 2012
Ace Services May 2000 - January 2010
Freelance August 1995 - May 2000
Dade County Public Schools January 1989 - June 1995
Skills
Sales & Marketing..., Licensed Life & Health..., Liability Analysis, Retirement, Long Term Care Insurance, Retirement Planning, Accident, Customer Service, Sales, Commercial Lines..., PAINT, COOK, PHOTOGRAPHY, Photography, Team Building, Marketing, Strategic Planning, Training, Event Planning, Paint, Public Relations, Management, New Business Development, Social Media, Leadership, Public Speaking, Insurance, Small Business, Social Networking, Microsoft Office, Sales Management, Marketing Strategy, Investments, Long-term Care, Disability Insurance, Social Media Marketing, Finance, Business Planning, Business Development, Financial Planning, Fixed Annuities, Event Management, Health Insurance, Risk Management, Negotiation, Advertising, Employee Benefits, Research, Nonprofits, Financial Services
Education
Florida International University 1982 — 1986
Bs, Political Science and Government
AIG March 2015 - Present
New York Life Insurance Company September 2013 - February 2015
Nationwide Insurance January 2013 - September 2013
GEICO January 2010 - September 2012
Ace Services May 2000 - January 2010
Freelance August 1995 - May 2000
Dade County Public Schools January 1989 - June 1995
Skills
Sales & Marketing..., Licensed Life & Health..., Liability Analysis, Retirement, Long Term Care Insurance, Retirement Planning, Accident, Customer Service, Sales, Commercial Lines..., PAINT, COOK, PHOTOGRAPHY, Photography, Team Building, Marketing, Strategic Planning, Training, Event Planning, Paint, Public Relations, Management, New Business Development, Social Media, Leadership, Public Speaking, Insurance, Small Business, Social Networking, Microsoft Office, Sales Management, Marketing Strategy, Investments, Long-term Care, Disability Insurance, Social Media Marketing, Finance, Business Planning, Business Development, Financial Planning, Fixed Annuities, Event Management, Health Insurance, Risk Management, Negotiation, Advertising, Employee Benefits, Research, Nonprofits, Financial Services
Education
Florida International University 1982 — 1986
Bs, Political Science and Government
Mariangelli Calzada's New York Life Insurance Company Experience June 2011 - 2013
Job Account Coordinator at O.C. Tanner
Industry Management Consulting
Experience
O.C. Tanner July 2015 - Present
Randstad February 2014 - June 2015
New York Life Insurance Company June 2011 - 2013
Resort Development Consultants December 2007 - September 2008
Skills
Marketing, Sales, Management, Customer Service, Recruiting, Market Research, Adobe Creative Suite, Public Relations, Event Planning, Hospitality, Social Media, Hotels, Integrated Marketing, Competitive Analysis, SEO, Diligent, Leadership, Human Resources, Skilled customer service, Tourism, Training, Talent Acquisition, Analytical, articulate..., Thoughtful thinker, Start-ups, Excellent computer..., CRM, Social Networking
Education
Florida International University 2003 — 2008
School; Bachelor of Science, Hospitality and Tourism Management; Hospitality Management
Abraham Lincoln School 1999 — 2003
High School
O.C. Tanner July 2015 - Present
Randstad February 2014 - June 2015
New York Life Insurance Company June 2011 - 2013
Resort Development Consultants December 2007 - September 2008
Skills
Marketing, Sales, Management, Customer Service, Recruiting, Market Research, Adobe Creative Suite, Public Relations, Event Planning, Hospitality, Social Media, Hotels, Integrated Marketing, Competitive Analysis, SEO, Diligent, Leadership, Human Resources, Skilled customer service, Tourism, Training, Talent Acquisition, Analytical, articulate..., Thoughtful thinker, Start-ups, Excellent computer..., CRM, Social Networking
Education
Florida International University 2003 — 2008
School; Bachelor of Science, Hospitality and Tourism Management; Hospitality Management
Abraham Lincoln School 1999 — 2003
High School
Joseph Vaccarelli Joseph Vaccarelli's New York Life Insurance Company Experience June 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
Citi October 2013 - March 2014
Nourishing USA, Inc. November 2008 - October 2013
DTCC January 2006 - October 2007
Depository Trust & Clearing Corp January 2006 - October 2007
DTCC August 2003 - December 2005
Depository Trust & Clearing Corp August 2003 - December 2005
Merrill Lynch January 2001 - May 2003
Merrill Lynch & Co., Inc January 2001 - January 2003
Merrill Lynch June 1996 - December 2000
Skills
Finance, Financial Services, Risk Management, Financial Analysis, Banking, Budgets, Management, Investments, Forecasting, Financial Risk, Financial Planning, Marketing, Securities, Insurance, Capital Markets, Microsoft Office, Mutual Funds, Portfolio Management, Nonprofits, Business Planning, Microsoft Word, Outlook, Customer Satisfaction, Business Process..., CRM, PowerPoint, Internal Audit, Internal Controls, Microsoft Excel, Budgeting, Whole Life Insurance, Relationship Management, Education Funding..., Customer Relations, Creative Problem Solving, Annuity Sales, Building Relationships, Life Insurance..., Small Business, Retirement Planning, Networking, Relationship Building
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Accounting - 21 Credits
New York Institute of Technology
Bachelor of Science, Business Administration - Finance
New York Life Insurance Company June 2014 - Present
Citi October 2013 - March 2014
Nourishing USA, Inc. November 2008 - October 2013
DTCC January 2006 - October 2007
Depository Trust & Clearing Corp January 2006 - October 2007
DTCC August 2003 - December 2005
Depository Trust & Clearing Corp August 2003 - December 2005
Merrill Lynch January 2001 - May 2003
Merrill Lynch & Co., Inc January 2001 - January 2003
Merrill Lynch June 1996 - December 2000
Skills
Finance, Financial Services, Risk Management, Financial Analysis, Banking, Budgets, Management, Investments, Forecasting, Financial Risk, Financial Planning, Marketing, Securities, Insurance, Capital Markets, Microsoft Office, Mutual Funds, Portfolio Management, Nonprofits, Business Planning, Microsoft Word, Outlook, Customer Satisfaction, Business Process..., CRM, PowerPoint, Internal Audit, Internal Controls, Microsoft Excel, Budgeting, Whole Life Insurance, Relationship Management, Education Funding..., Customer Relations, Creative Problem Solving, Annuity Sales, Building Relationships, Life Insurance..., Small Business, Retirement Planning, Networking, Relationship Building
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Accounting - 21 Credits
New York Institute of Technology
Bachelor of Science, Business Administration - Finance
Daniel Brown, FLMI, AALU, ARA, ACS, AIAA, AIRC's New York Life Insurance Company Experience March 2015 - Present
Job Underwriting Research and Development – Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company April 2010 - Present
Northwestern Mutual Financial Network February 2009 - November 2009
Dillards May 2008 - August 2008
Skills
Insurance, Underwriting, Disability Insurance, Investments, Risk Management, Retirement, Customer Service, Financial Risk, Retirement Planning, Management, Finance, Life Insurance, Training, Medical Underwriting, Automated Underwriting..., Risk Assessment, Employee Training, New Business Development, Financial Services, Financial Analysis, Commercial Insurance, Term Life Insurance, FINRA, Reinsurance, Sales Process
Education
Florida State University 2006 — 2008
Bachelor's Degree, Economics
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company April 2010 - Present
Northwestern Mutual Financial Network February 2009 - November 2009
Dillards May 2008 - August 2008
Skills
Insurance, Underwriting, Disability Insurance, Investments, Risk Management, Retirement, Customer Service, Financial Risk, Retirement Planning, Management, Finance, Life Insurance, Training, Medical Underwriting, Automated Underwriting..., Risk Assessment, Employee Training, New Business Development, Financial Services, Financial Analysis, Commercial Insurance, Term Life Insurance, FINRA, Reinsurance, Sales Process
Education
Florida State University 2006 — 2008
Bachelor's Degree, Economics
Derek Gonzalez Derek Gonzalez's New York Life Insurance Company Experience March 2011 - November 2012
Job Planning for Your Financial Destination
Industry Financial Services
Experience
National Planning Corporation November 2012 - Present
New York Life Insurance Company March 2011 - November 2012
Hilti January 2007 - February 2011
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, Finance, Financial Services
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance, General
Miami Dade College 2007 — 2011
Associate's Degree, Business Administration and Management, General
National Planning Corporation November 2012 - Present
New York Life Insurance Company March 2011 - November 2012
Hilti January 2007 - February 2011
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, Finance, Financial Services
Education
Florida International University 2011 — 2014
Bachelor's Degree, Finance, General
Miami Dade College 2007 — 2011
Associate's Degree, Business Administration and Management, General
Darius Guerin's New York Life Insurance Company Experience June 2014 - June 2015
Job Digital media specialist
Industry Graphic Design
Experience
New York Life Insurance Company June 2014 - June 2015
Zimmerman Advertising July 2015 - 2015
Downhome Creative February 2014 - May 2014
Marketing and Communications September 2011 - August 2013
The Hair Studio January 2008 - January 2011
Skills
Graphic Design, Illustrator, Graphic Arts, Web Design, Branding & Identity, Typography, Adobe Creative Suite, Posters, User Interface Design, User Experience Design, Mobile Design, Social Networking, Public Relations, Recruiting, Customer Service, Sales, Training, InDesign, Social Media, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Leadership, Photoshop, Layout, Social Media Marketing
Education
Florida State University 2009 — 2013
Bachelor's degree, Fine and Studio Arts
New York Life Insurance Company June 2014 - June 2015
Zimmerman Advertising July 2015 - 2015
Downhome Creative February 2014 - May 2014
Marketing and Communications September 2011 - August 2013
The Hair Studio January 2008 - January 2011
Skills
Graphic Design, Illustrator, Graphic Arts, Web Design, Branding & Identity, Typography, Adobe Creative Suite, Posters, User Interface Design, User Experience Design, Mobile Design, Social Networking, Public Relations, Recruiting, Customer Service, Sales, Training, InDesign, Social Media, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Leadership, Photoshop, Layout, Social Media Marketing
Education
Florida State University 2009 — 2013
Bachelor's degree, Fine and Studio Arts
Farida Muhammad's New York Life Insurance Company Experience Bilingual Housing CounselorHomeFree-USA2009 - 2012
Job Insurance Agent at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company Bilingual Housing CounselorHomeFree-USA2009 - 2012
Education
Florida Southern College
Bachelor of Science (BS), Finance
New York Life Insurance Company Bilingual Housing CounselorHomeFree-USA2009 - 2012
Education
Florida Southern College
Bachelor of Science (BS), Finance
Deren Koshefsky's New York Life Insurance Company Experience April 2014 - Present
Job Senior Analytics Associate at New York Life
Industry Market Research
Experience
New York Life Insurance Company April 2014 - Present
Fidelity National Information Services November 2012 - April 2014
Realnet Tampa Bay May 2011 - July 2011
Southern Scholarship Foundation August 2009 - May 2011
Skills
Data Analysis, SQL, SAS, Data Mining, Analytics, Business Analysis, Analysis, Regression Testing, Databases, Unix, Statistics, Programming, Economics, Statistical Modeling, Leadership, Microsoft Excel, PowerPoint, SPSS
Education
Florida State University 2011 — 2012
Master's degree, Applied Economics
Florida State University 2007 — 2011
Bachelor's degree, Economics and Anthropology
New York Life Insurance Company April 2014 - Present
Fidelity National Information Services November 2012 - April 2014
Realnet Tampa Bay May 2011 - July 2011
Southern Scholarship Foundation August 2009 - May 2011
Skills
Data Analysis, SQL, SAS, Data Mining, Analytics, Business Analysis, Analysis, Regression Testing, Databases, Unix, Statistics, Programming, Economics, Statistical Modeling, Leadership, Microsoft Excel, PowerPoint, SPSS
Education
Florida State University 2011 — 2012
Master's degree, Applied Economics
Florida State University 2007 — 2011
Bachelor's degree, Economics and Anthropology
Kevin R. Cleaver, Jr.'s New York Life Insurance Company Experience September 2008 - September 2010
Job Financial Analyst at Allied Electronics
Industry Government Administration
Experience
Allied Electronics July 2015 - Present
Florida Department of Juvenile Justice July 2014 - 2015
Florida Department of Agriculture and Consumer Services December 2011 - July 2014
Rejuvinair, Inc. 2010 - 2011
New York Life Insurance Company September 2008 - September 2010
Skills
Team Leadership, Strategic Planning, Relationship Management..., Value Investing, Cost Efficiency, Strategy, Communication, Financial Planning, Devils Advocate, Peer Development, Restaurant Reviews, Cuisine, Strategic Financial..., Analysis, Risk Management, Management, Financial Analysis
Education
Florida State University 2005 — 2008
Bachelor of Science, Economics
Allied Electronics July 2015 - Present
Florida Department of Juvenile Justice July 2014 - 2015
Florida Department of Agriculture and Consumer Services December 2011 - July 2014
Rejuvinair, Inc. 2010 - 2011
New York Life Insurance Company September 2008 - September 2010
Skills
Team Leadership, Strategic Planning, Relationship Management..., Value Investing, Cost Efficiency, Strategy, Communication, Financial Planning, Devils Advocate, Peer Development, Restaurant Reviews, Cuisine, Strategic Financial..., Analysis, Risk Management, Management, Financial Analysis
Education
Florida State University 2005 — 2008
Bachelor of Science, Economics
Ron Bott's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping families and business owners develop taxadvantaged financial strategies
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Rotary Club of Nashoba Valley 2011 - Present
Network Allies 2011 - 2013
TAB Metro Boston 2006 - 2011
Sunbelt Business Sales & Acquisitions 2002 - 2006
SignWorld 1996 - 2002
Foster Wheeler Environmental 1993 - 1996
Logica 1988 - 1991
Ernst & Young 1986 - 1988
PwC 1984 - 1986
Skills
Strategic Partnerships, Entrepreneurship, Strategic Planning, Start-ups, Management Consulting, Leadership, Business Development, 401k Rollovers, Estate Planning, Education Funding, Guaranteed Lifetime..., Long Term Care Insurance, Life Insurance, Retirement Income..., Income Protection, Wealth Preservation..., Wealth Transfer, Gifting Strategies
Education
Florida State University - College of Business
Master of Business Administration (MBA)
University of Massachusetts Boston
Master's degree
Florida State University
Bachelor of Science (BS)
New York Life Insurance Company September 2015 - Present
Rotary Club of Nashoba Valley 2011 - Present
Network Allies 2011 - 2013
TAB Metro Boston 2006 - 2011
Sunbelt Business Sales & Acquisitions 2002 - 2006
SignWorld 1996 - 2002
Foster Wheeler Environmental 1993 - 1996
Logica 1988 - 1991
Ernst & Young 1986 - 1988
PwC 1984 - 1986
Skills
Strategic Partnerships, Entrepreneurship, Strategic Planning, Start-ups, Management Consulting, Leadership, Business Development, 401k Rollovers, Estate Planning, Education Funding, Guaranteed Lifetime..., Long Term Care Insurance, Life Insurance, Retirement Income..., Income Protection, Wealth Preservation..., Wealth Transfer, Gifting Strategies
Education
Florida State University - College of Business
Master of Business Administration (MBA)
University of Massachusetts Boston
Master's degree
Florida State University
Bachelor of Science (BS)
David Caceros David Caceros's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
DAVCA INC October 2008 - Present
New York Life Insurance Company November 2014 - Present
TCT Securities & Derivatives April 2013 - November 2014
HD Vest April 2010 - November 2012
BCBG Max Azria April 2008 - July 2010
Skills
Bilingual, Quickbooks, Excel, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Word, Microsoft Excel, Microsoft Word, QuickBooks, Financial Analysis, Finance, Investments, Financial Modeling, Banking, Due Diligence, Financial Accounting, Securities, Tax, Financial Services, Insurance
Education
Florida International University 2002 — 2007
BA, Finance
DAVCA INC October 2008 - Present
New York Life Insurance Company November 2014 - Present
TCT Securities & Derivatives April 2013 - November 2014
HD Vest April 2010 - November 2012
BCBG Max Azria April 2008 - July 2010
Skills
Bilingual, Quickbooks, Excel, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Word, Microsoft Excel, Microsoft Word, QuickBooks, Financial Analysis, Finance, Investments, Financial Modeling, Banking, Due Diligence, Financial Accounting, Securities, Tax, Financial Services, Insurance
Education
Florida International University 2002 — 2007
BA, Finance
Darlene Swaffar-Kearns Darlene Swaffar-Kearns's New York Life Insurance Company Experience November 2010 - March 2011
Job at Humana
Industry Insurance
Experience
Humana May 2011 - Present
New York Life Insurance Company November 2010 - March 2011
MedPro Staffing Services March 2010 - November 2010
CHG Healthcare June 2008 - November 2009
CHG Healthcare November 2007 - June 2008
HomeBanc Mortgage Corporation June 2005 - November 2007
HomeBanc Mortgage October 2002 - June 2005
Kforce January 2001 - February 2002
Becker Professional Services August 1998 - November 2000
Puerto Rican Chamber of South FL 1997 - 2000
Skills
Talent Management, Leadership, Recruiting, Sourcing, Training, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Management, Interviews
Education
Florida International University - College of Business 1996 — 1998
St. John's University, The Peter J. Tobin College of Business 1990 — 1993
Associates, Business Administration
Humana May 2011 - Present
New York Life Insurance Company November 2010 - March 2011
MedPro Staffing Services March 2010 - November 2010
CHG Healthcare June 2008 - November 2009
CHG Healthcare November 2007 - June 2008
HomeBanc Mortgage Corporation June 2005 - November 2007
HomeBanc Mortgage October 2002 - June 2005
Kforce January 2001 - February 2002
Becker Professional Services August 1998 - November 2000
Puerto Rican Chamber of South FL 1997 - 2000
Skills
Talent Management, Leadership, Recruiting, Sourcing, Training, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Management, Interviews
Education
Florida International University - College of Business 1996 — 1998
St. John's University, The Peter J. Tobin College of Business 1990 — 1993
Associates, Business Administration
Jose Daniel Duran Jose Daniel Duran's New York Life Insurance Company Experience March 2014 - July 2014
Job Benefits Consultant at Living Tree Fanancial Group
Industry Financial Services
Experience
Living Tree Fanancial Group October 2014 - Present
USI Insurance Services October 2014 - November 2014
Empire Today April 2014 - September 2014
New York Life Insurance Company March 2014 - July 2014
New York Life Insurance Company October 2012 - February 2014
Skills
Life Insurance, Retirement Planning, Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Whole Life, Network Administration, Computer Hardware, software technician, Long-term Care, Event Management, Sales Management, Team Building, Customer Service
Education
Florida Technical College 2002 — 2004
Associate's degree, Network and System Administration/Administrator
Colegio de Bachilleres Plantel 11 Mexico City. 1987 — 1989
Living Tree Fanancial Group October 2014 - Present
USI Insurance Services October 2014 - November 2014
Empire Today April 2014 - September 2014
New York Life Insurance Company March 2014 - July 2014
New York Life Insurance Company October 2012 - February 2014
Skills
Life Insurance, Retirement Planning, Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Whole Life, Network Administration, Computer Hardware, software technician, Long-term Care, Event Management, Sales Management, Team Building, Customer Service
Education
Florida Technical College 2002 — 2004
Associate's degree, Network and System Administration/Administrator
Colegio de Bachilleres Plantel 11 Mexico City. 1987 — 1989
Punal Bhavsar's New York Life Insurance Company Experience June 2010 - August 2010
Job Equity Research Associate at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities July 2014 - Present
Louis Vuitton January 2013 - May 2014
NASA Langley Research Center June 2012 - January 2013
Viacom January 2012 - May 2012
MTV Networks October 2011 - January 2012
San Francisco Department of Public Health May 2011 - August 2011
New York Life Insurance Company June 2010 - August 2010
AcroMetrix May 2009 - May 2010
The Daily Californian May 2008 - May 2009
Ameriprise Financial Services, Inc. June 2007 - April 2008
Skills
Sustainability, Sustainability Strategy, Microsoft Office, Environmental Compliance, Management, Negotiation, Budget, Process Scheduler, Research, Budgets, Analysis
Education
Fordham Gabelli School of Business 2011 — 2012
MS, Business Enterprise
University of California, Berkeley 2005 — 2010
BS, Environmental Science
Wunderlich Securities July 2014 - Present
Louis Vuitton January 2013 - May 2014
NASA Langley Research Center June 2012 - January 2013
Viacom January 2012 - May 2012
MTV Networks October 2011 - January 2012
San Francisco Department of Public Health May 2011 - August 2011
New York Life Insurance Company June 2010 - August 2010
AcroMetrix May 2009 - May 2010
The Daily Californian May 2008 - May 2009
Ameriprise Financial Services, Inc. June 2007 - April 2008
Skills
Sustainability, Sustainability Strategy, Microsoft Office, Environmental Compliance, Management, Negotiation, Budget, Process Scheduler, Research, Budgets, Analysis
Education
Fordham Gabelli School of Business 2011 — 2012
MS, Business Enterprise
University of California, Berkeley 2005 — 2010
BS, Environmental Science
Asberto Alvero Asberto Alvero's New York Life Insurance Company Experience May 2014 - Present
Job Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
New York Life March 2012 - May 2014
New York Life Insurance Company September 2010 - March 2012
New York Life Insurance Company March 2006 - September 2010
New York Life Insurance Company August 2003 - March 2006
New York Life Insurance Company August 2001 - August 2003
New York Life Insurance Company April 1998 - August 2001
New York Life Insurance Company September 1996 - April 1998
Skills
Business Analysis, Investments, Portfolio Management
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Fordham Gabelli School of Business 1991 — 1995
BS, Accounting
Fordham Preparatory School 1987 — 1991
New York Life Insurance Company May 2014 - Present
New York Life March 2012 - May 2014
New York Life Insurance Company September 2010 - March 2012
New York Life Insurance Company March 2006 - September 2010
New York Life Insurance Company August 2003 - March 2006
New York Life Insurance Company August 2001 - August 2003
New York Life Insurance Company April 1998 - August 2001
New York Life Insurance Company September 1996 - April 1998
Skills
Business Analysis, Investments, Portfolio Management
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Fordham Gabelli School of Business 1991 — 1995
BS, Accounting
Fordham Preparatory School 1987 — 1991
Moises J. Pineda, MBA Moises J. Pineda, MBA's New York Life Insurance Company Experience November 2008 - March 2009
Job Benefits Consultant / Owner at MJP Insurance Strategies
Industry Financial Services
Experience
Colonial Life June 2011 - Present
MJP Insurance Strategies March 2009 - Present
Kaplan University 2010 - 2010
New York Life Insurance Company November 2008 - March 2009
Liberty Tax Service January 2007 - April 2007
Skills
Critical Illness, Strategic Financial..., 401k, Disability Insurance, Health Insurance, Life Insurance, Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Term Life Insurance, Long Term Care Insurance, Brokers, Health Savings Accounts, Accident, Consulting
Education
Nova Southeastern University 2004 — 2006
Masters, Business Administration
Florida International University - College of Business 2000 — 2004
Bachelors, Finance/Economics
Colonial Life June 2011 - Present
MJP Insurance Strategies March 2009 - Present
Kaplan University 2010 - 2010
New York Life Insurance Company November 2008 - March 2009
Liberty Tax Service January 2007 - April 2007
Skills
Critical Illness, Strategic Financial..., 401k, Disability Insurance, Health Insurance, Life Insurance, Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Term Life Insurance, Long Term Care Insurance, Brokers, Health Savings Accounts, Accident, Consulting
Education
Nova Southeastern University 2004 — 2006
Masters, Business Administration
Florida International University - College of Business 2000 — 2004
Bachelors, Finance/Economics
Ray Mouriz Ray Mouriz's New York Life Insurance Company Experience June 2012 - December 2012
Job Legal Intern at Stearns Weaver Miller Weissler Alhadeff & Sitterson P.A.
Industry Financial Services
Experience
Recalde Law Firm, P.A. August 2015 - October 2015
Dade Country Courthouse - Circuit Civil Divison Section June 2015 - August 2015
Keystone Holdings January 2010 - January 2013
New York Life Insurance Company June 2012 - December 2012
Skills
Investments, Finance, Insurance, Financial Planning, Financial Analysis, Mortgage Lending, Retirement Planning
Education
University of Miami School of Law 2015 — 2016
Candidate for LL.M Degree Program in Real Property Development, Real Estate Development
St. Thomas University School of Law 2013 — 2016
Doctor of Law (J.D.)
Florida State University 2007 — 2011
Finance and Real Estate
Recalde Law Firm, P.A. August 2015 - October 2015
Dade Country Courthouse - Circuit Civil Divison Section June 2015 - August 2015
Keystone Holdings January 2010 - January 2013
New York Life Insurance Company June 2012 - December 2012
Skills
Investments, Finance, Insurance, Financial Planning, Financial Analysis, Mortgage Lending, Retirement Planning
Education
University of Miami School of Law 2015 — 2016
Candidate for LL.M Degree Program in Real Property Development, Real Estate Development
St. Thomas University School of Law 2013 — 2016
Doctor of Law (J.D.)
Florida State University 2007 — 2011
Finance and Real Estate
Nicholas Irwin's New York Life Insurance Company Experience May 2012 - August 2012
Job Actuarial Associate at The Hartford
Industry Insurance
Experience
The Hartford March 2015 - Present
The Hartford June 2013 - March 2015
Florida State University October 2011 - May 2013
New York Life Insurance Company May 2012 - August 2012
SCA Chess School June 2011 - August 2011
Skills
Excel, Access, VBA,..., Experience Study..., SAS, Statistics, Access, SQL, Calculus, Databases, Probability, Actuarial Science, Algebra, R, Statistical Modeling, Applied Mathematics, Stata, Monte Carlo Simulation, Mathematica, Mathematical Analysis
Education
Florida State University 2010 — 2013
Bachelor of Science (B.S.), Actuarial Science
Dr. Michael M. Krop Senior High School
The Hartford March 2015 - Present
The Hartford June 2013 - March 2015
Florida State University October 2011 - May 2013
New York Life Insurance Company May 2012 - August 2012
SCA Chess School June 2011 - August 2011
Skills
Excel, Access, VBA,..., Experience Study..., SAS, Statistics, Access, SQL, Calculus, Databases, Probability, Actuarial Science, Algebra, R, Statistical Modeling, Applied Mathematics, Stata, Monte Carlo Simulation, Mathematica, Mathematical Analysis
Education
Florida State University 2010 — 2013
Bachelor of Science (B.S.), Actuarial Science
Dr. Michael M. Krop Senior High School
ARLENE OTERO's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
Guardian Insurance Agents Corp. August 2006 - Present
Fed USA Insurance August 2003 - August 2006
Skills
Underwriting, Property & Casualty..., Employee Benefits, Team Building, Whole Life Insurance, Fixed Annuities, Term Life Insurance, General Insurance, Sales
Education
Florida Metropolitan University 2001 — 2002
Business Administration and Management, General
South Lake High School 1998 — 2001
New York Life Insurance Company June 2015 - Present
Guardian Insurance Agents Corp. August 2006 - Present
Fed USA Insurance August 2003 - August 2006
Skills
Underwriting, Property & Casualty..., Employee Benefits, Team Building, Whole Life Insurance, Fixed Annuities, Term Life Insurance, General Insurance, Sales
Education
Florida Metropolitan University 2001 — 2002
Business Administration and Management, General
South Lake High School 1998 — 2001
Andrea McKay-Harris's New York Life Insurance Company Experience July 1990 - March 1997
Job Senior Manager Deloitte (Audit and Enterprise Risk Services)
Industry Accounting
Experience
Deloitte March 1997 - Present
New York Life Insurance Company July 1990 - March 1997
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Finance
Iona College 1984 — 1988
Deloitte March 1997 - Present
New York Life Insurance Company July 1990 - March 1997
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Finance
Iona College 1984 — 1988
Carrie Yang's New York Life Insurance Company Experience November 2003 - November 2004
Job Manager at Guardian
Industry Insurance
Experience
Guardian November 2005 - Present
New York Life Insurance Company November 2003 - November 2004
MetLife January 2000 - September 2004
Education
Fordham Gabelli School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General, 3.9
Pace University - Lubin School of Business 1993 — 1997
Bachelor’s Degree, Accounting, 3.8
Guardian November 2005 - Present
New York Life Insurance Company November 2003 - November 2004
MetLife January 2000 - September 2004
Education
Fordham Gabelli School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General, 3.9
Pace University - Lubin School of Business 1993 — 1997
Bachelor’s Degree, Accounting, 3.8
Charlemagne LouisCharles's New York Life Insurance Company Experience November 2010 - Present
Job Financial Professional
Industry Financial Services
Experience
New York Life Insurance Company November 2010 - Present
TMS Health, a Xerox Company 2012 - 2012
TMS Health, a Xerox Company 2012 - 2012
Radio Vision2000 1995 - 1999
Skills
Investments, Credit Analysis, Loans, Mortgage Lending, Banking, Credit, Small Business Lending, Public Speaking, Portfolio Management
Education
Lynn University 2004 — 2006
MBA, Business Administration and Management, General
Florida International University 2000 — 2003
Bachelor of Art, International Relations, Diplomacy
New York Life Insurance Company November 2010 - Present
TMS Health, a Xerox Company 2012 - 2012
TMS Health, a Xerox Company 2012 - 2012
Radio Vision2000 1995 - 1999
Skills
Investments, Credit Analysis, Loans, Mortgage Lending, Banking, Credit, Small Business Lending, Public Speaking, Portfolio Management
Education
Lynn University 2004 — 2006
MBA, Business Administration and Management, General
Florida International University 2000 — 2003
Bachelor of Art, International Relations, Diplomacy
Christian Saltaformaggio's New York Life Insurance Company Experience July 2002 - September 2004
Job Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management LLC October 2004 - Present
New York Life Insurance Company July 2002 - September 2004
Skills
CLO, Leveraged Finance, High Yield Bonds, Portfolio Management, Fixed Income, ABS, Rates, Structured Finance, Trading, Credit, Structured Products
Education
Fordham Gabelli School of Business 2008 — 2011
MBA, Finance
Seton Hall University 1998 — 2002
BA, Economics
New York Life Investment Management LLC October 2004 - Present
New York Life Insurance Company July 2002 - September 2004
Skills
CLO, Leveraged Finance, High Yield Bonds, Portfolio Management, Fixed Income, ABS, Rates, Structured Finance, Trading, Credit, Structured Products
Education
Fordham Gabelli School of Business 2008 — 2011
MBA, Finance
Seton Hall University 1998 — 2002
BA, Economics
Marguerite Gabriele's New York Life Insurance Company Experience October 2002 - November 2003
Job Driven and resourceful Sales & Marketing Executive
Industry Professional Training & Coaching
Experience
CCT Business Training July 2007 - Present
Carolina Computer Business Training 2007 - Present
OOBE October 2005 - January 2007
The Rug Barn October 2004 - January 2007
New York Life Insurance Company October 2002 - November 2003
Chesterfield Manufacturing March 2001 - August 2002
Gabriele & Company 2000 - 2001
Augusta Sportswear October 1998 - November 1999
Whispering Pines Sportswear 1991 - 1997
Skills
Team Building, Small Business, Sales, Customer Service, Business Development, Account Management, Public Speaking, B2B, Marketing, CRM, Training, Project Management, Advertising, Recruiting, Event Planning, Product Development, Social Media Marketing, Marketing Management, Sales Presentations, Budgets, Analysis, Management, Strategic Planning, Marketing Communications, Trade Shows, Employee Training, Social Media, New Business Development, Social Networking, Sales Management, Marketing Strategy, Project Planning, Contract Negotiation, Leadership Development, Leadership, Direct Sales, Customer Retention, Public Relations, Media Relations, Sales Operations, Microsoft Office, Coaching, Team Leadership, Customer Satisfaction, Salesforce.com, Business Planning, Organizational..., Inventory Management, Solution Selling, Business Strategy
Education
Florida State University
Bachelor of Science, Fashion Design/Textiles
CCT Business Training July 2007 - Present
Carolina Computer Business Training 2007 - Present
OOBE October 2005 - January 2007
The Rug Barn October 2004 - January 2007
New York Life Insurance Company October 2002 - November 2003
Chesterfield Manufacturing March 2001 - August 2002
Gabriele & Company 2000 - 2001
Augusta Sportswear October 1998 - November 1999
Whispering Pines Sportswear 1991 - 1997
Skills
Team Building, Small Business, Sales, Customer Service, Business Development, Account Management, Public Speaking, B2B, Marketing, CRM, Training, Project Management, Advertising, Recruiting, Event Planning, Product Development, Social Media Marketing, Marketing Management, Sales Presentations, Budgets, Analysis, Management, Strategic Planning, Marketing Communications, Trade Shows, Employee Training, Social Media, New Business Development, Social Networking, Sales Management, Marketing Strategy, Project Planning, Contract Negotiation, Leadership Development, Leadership, Direct Sales, Customer Retention, Public Relations, Media Relations, Sales Operations, Microsoft Office, Coaching, Team Leadership, Customer Satisfaction, Salesforce.com, Business Planning, Organizational..., Inventory Management, Solution Selling, Business Strategy
Education
Florida State University
Bachelor of Science, Fashion Design/Textiles
Sonia Schall's New York Life Insurance Company Experience February 2012 - Present
Job Marketing and Recruitment Associate New York Life
Industry Events Services
Experience
New York Life Insurance Company February 2012 - Present
Southern Wine & Spirits July 2006 - Present
KUBE MARKETING May 2006 - Present
Skills
Event Management, Public Relations, Advertising, Budgeting
Education
Florida International University 1981 — 1985
Bachelor’s Degree, Elementary Education and Teaching, Communications
miami beach sr. high
diploma
New York Life Insurance Company February 2012 - Present
Southern Wine & Spirits July 2006 - Present
KUBE MARKETING May 2006 - Present
Skills
Event Management, Public Relations, Advertising, Budgeting
Education
Florida International University 1981 — 1985
Bachelor’s Degree, Elementary Education and Teaching, Communications
miami beach sr. high
diploma
Rachael Pruitt, CPA, CIA's New York Life Insurance Company Experience May 2014 - May 2015
Job Treasurer and Bookkeeper at The Nathan Trapuzzano Memorial Foundation
Industry Accounting
Experience
PwC May 2015 - Present
The Nathan Trapuzzano Memorial Foundation March 2015 - Present
New York Life Insurance Company May 2014 - May 2015
PwC June 2011 - May 2014
Sykes April 2009 - June 2011
WellCare March 2007 - April 2009
KPMG December 2004 - March 2007
Skills
Auditing, Sarbanes-Oxley, Microsoft Word, PowerPoint, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Audit, Finance, Financial Analysis, Financial Accounting, Process Improvement
Education
Florida State University - College of Business 2003 — 2004
Masters of Accounting, Accounting and Finance
Florida State University - College of Business 1999 — 2003
BS in Accounting and Finance, Accounting and Finance
PwC May 2015 - Present
The Nathan Trapuzzano Memorial Foundation March 2015 - Present
New York Life Insurance Company May 2014 - May 2015
PwC June 2011 - May 2014
Sykes April 2009 - June 2011
WellCare March 2007 - April 2009
KPMG December 2004 - March 2007
Skills
Auditing, Sarbanes-Oxley, Microsoft Word, PowerPoint, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Audit, Finance, Financial Analysis, Financial Accounting, Process Improvement
Education
Florida State University - College of Business 2003 — 2004
Masters of Accounting, Accounting and Finance
Florida State University - College of Business 1999 — 2003
BS in Accounting and Finance, Accounting and Finance
Amy Evors's New York Life Insurance Company Experience August 2014 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company August 2014 - Present
Adecco Group North America November 2012 - July 2014
Adecco Group October 2011 - November 2012
Adecco Group July 2010 - October 2011
MPS Group April 2008 - July 2010
Macquarie Bank December 2007 - April 2008
EverBank April 2006 - December 2007
Allstate Financial July 2005 - April 2006
Allstate Financial Services, LLC October 1999 - July 2005
Skills
Change Management, Program Management, Process Improvement, PMO, PMP, Leadership, Recruiting, Integration, Requirements Analysis, IT Strategy, Vendor Management, Business Intelligence, Business Analysis, Management, Technical Recruiting, Project Management, SDLC, Agile Methodologies, Crystal Reports, Visio, Project Portfolio..., Business Process..., Business Process, Outsourcing, Project Delivery, Resource Management, Software Project..., CRM, Requirements Gathering, SharePoint, Team Leadership, Organizational...
Education
Florida State University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida - College of Business Administration 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business/International Business
New York Life Insurance Company August 2014 - Present
Adecco Group North America November 2012 - July 2014
Adecco Group October 2011 - November 2012
Adecco Group July 2010 - October 2011
MPS Group April 2008 - July 2010
Macquarie Bank December 2007 - April 2008
EverBank April 2006 - December 2007
Allstate Financial July 2005 - April 2006
Allstate Financial Services, LLC October 1999 - July 2005
Skills
Change Management, Program Management, Process Improvement, PMO, PMP, Leadership, Recruiting, Integration, Requirements Analysis, IT Strategy, Vendor Management, Business Intelligence, Business Analysis, Management, Technical Recruiting, Project Management, SDLC, Agile Methodologies, Crystal Reports, Visio, Project Portfolio..., Business Process..., Business Process, Outsourcing, Project Delivery, Resource Management, Software Project..., CRM, Requirements Gathering, SharePoint, Team Leadership, Organizational...
Education
Florida State University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida - College of Business Administration 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business/International Business
Stuart Snouffer's New York Life Insurance Company Experience 1997 - 1998
Job Technical Consultant at Logic Design
Industry Information Technology and Services
Experience
Logic Design January 2012 - Present
Winn-Dixie July 2002 - December 2011
JBA 1998 - 2002
New York Life Insurance Company 1997 - 1998
B&B Corporate Holdings 1993 - 1997
Skills
RPG, DB2, SQL, Software Development, Microsoft SQL Server, IBM iSeries, RPG Free, RPG ILE, Requirements Analysis, SDLC, Integration, Business Analysis, XML
Education
Florida State University 1977 — 1981
Completed 3 years, Business/Computer Science
Tallahassee Community College 1977 — 1978
Attended Classes, Business Administration and Management, General
Logic Design January 2012 - Present
Winn-Dixie July 2002 - December 2011
JBA 1998 - 2002
New York Life Insurance Company 1997 - 1998
B&B Corporate Holdings 1993 - 1997
Skills
RPG, DB2, SQL, Software Development, Microsoft SQL Server, IBM iSeries, RPG Free, RPG ILE, Requirements Analysis, SDLC, Integration, Business Analysis, XML
Education
Florida State University 1977 — 1981
Completed 3 years, Business/Computer Science
Tallahassee Community College 1977 — 1978
Attended Classes, Business Administration and Management, General
Mihir Sanghavi, CFA's New York Life Insurance Company Experience May 2008 - August 2008
Job Senior Rate Analyst at Nextera Energy
Industry Utilities
Experience
Florida Power & Light Company July 2015 - Present
Florida Power & Light December 2013 - June 2015
Liberty Power March 2012 - December 2013
Liberty Power 2011 - March 2012
Real Estate Information Services 2010 - 2011
New York Life Insurance Company May 2008 - August 2008
Medtronic July 2007 - August 2007
Skills
Analysis, Electricity Markets, Financial Modeling, Pricing, Forecasting, Energy, Finance, Risk Management, Portfolio Management, Commodity Markets, Energy Markets, Accounting, Financial Analysis, Microsoft Excel, Management, Business Process..., Financial Reporting, Valuation, Process Improvement, Access, Hedging, Data Analysis, Strategic Planning, VBA, SQL, CFA
Education
Florida State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting, Finance
Florida Power & Light Company July 2015 - Present
Florida Power & Light December 2013 - June 2015
Liberty Power March 2012 - December 2013
Liberty Power 2011 - March 2012
Real Estate Information Services 2010 - 2011
New York Life Insurance Company May 2008 - August 2008
Medtronic July 2007 - August 2007
Skills
Analysis, Electricity Markets, Financial Modeling, Pricing, Forecasting, Energy, Finance, Risk Management, Portfolio Management, Commodity Markets, Energy Markets, Accounting, Financial Analysis, Microsoft Excel, Management, Business Process..., Financial Reporting, Valuation, Process Improvement, Access, Hedging, Data Analysis, Strategic Planning, VBA, SQL, CFA
Education
Florida State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting, Finance
Linda Lair's New York Life Insurance Company Experience October 2003 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2003 - Present
Skills
Investments, Financial Analysis, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Office
Education
Fontbonne University
Master of Business Administration (MBA)
New York Life Insurance Company October 2003 - Present
Skills
Investments, Financial Analysis, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Office
Education
Fontbonne University
Master of Business Administration (MBA)
Natalie Lvova's New York Life Insurance Company Experience June 2013 - Present
Job Director, Risk Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
American Express June 2010 - June 2013
ICAP April 2009 - June 2010
ICAP October 2007 - April 2009
Federal Reserve Bank of New York February 2005 - October 2007
Federal Reserve Bank of New York April 2003 - February 2005
Federal Reserve Bank of New York April 2001 - April 2003
Skills
Operational Risk, Enterprise Risk..., Operational Risk..., Risk Management, Banking, Governance, Risk Assessment, Basel II, Financial Risk, Financial Markets, Scenario Analysis, Finance, Internal Controls, Management, Investments, @Risk, Business Analysis, Financial Services
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Management, International Finance
Fordham University 1996 — 2000
B.S, Finance, Information Systems, Business French
L'Université de la Sorbonne 1999 — 1999
Advanced study course of international economics, politics, diplomacy and business French
New York Life Insurance Company June 2013 - Present
American Express June 2010 - June 2013
ICAP April 2009 - June 2010
ICAP October 2007 - April 2009
Federal Reserve Bank of New York February 2005 - October 2007
Federal Reserve Bank of New York April 2003 - February 2005
Federal Reserve Bank of New York April 2001 - April 2003
Skills
Operational Risk, Enterprise Risk..., Operational Risk..., Risk Management, Banking, Governance, Risk Assessment, Basel II, Financial Risk, Financial Markets, Scenario Analysis, Finance, Internal Controls, Management, Investments, @Risk, Business Analysis, Financial Services
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Management, International Finance
Fordham University 1996 — 2000
B.S, Finance, Information Systems, Business French
L'Université de la Sorbonne 1999 — 1999
Advanced study course of international economics, politics, diplomacy and business French
Rodriguez, April's New York Life Insurance Company Experience October 2008 - Present
Job Contract Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2008 - Present
IFMG January 2004 - August 2008
IFMG October 1999 - January 2004
Skills
Customer Service, Training, Insurance, Team Building, Microsoft Office, Team Leadership, Microsoft Excel, Coaching, Process Improvement, Strategic Planning, Risk Management, Investments, Project Management, Microsoft Word, PowerPoint, Operations Management, Vendor Management, Banking, Research, Analysis
Education
Florida Institute of Technology
New York Life Insurance Company October 2008 - Present
IFMG January 2004 - August 2008
IFMG October 1999 - January 2004
Skills
Customer Service, Training, Insurance, Team Building, Microsoft Office, Team Leadership, Microsoft Excel, Coaching, Process Improvement, Strategic Planning, Risk Management, Investments, Project Management, Microsoft Word, PowerPoint, Operations Management, Vendor Management, Banking, Research, Analysis
Education
Florida Institute of Technology
Kelly Tew's New York Life Insurance Company Experience February 1996 - April 1998
Job Group Director Analytics at Catalina Marketing
Industry Marketing and Advertising
Experience
Catalina Marketing November 2013 - Present
Catalina Marketing June 1999 - October 2013
Gevity April 1998 - May 1999
New York Life Insurance Company February 1996 - April 1998
Skills
Customer Insight, Analytics, Database Marketing, Segmentation, Marketing Research, SAS, Customer Analysis, Predictive Analytics, Loyalty Marketing, Market Research, Data Mining, Consumer Products, Market Planning, CRM, Predictive Modeling, SQL
Education
Florida State University 1992 — 1994
BA, International Affairs and Political Science
Catalina Marketing November 2013 - Present
Catalina Marketing June 1999 - October 2013
Gevity April 1998 - May 1999
New York Life Insurance Company February 1996 - April 1998
Skills
Customer Insight, Analytics, Database Marketing, Segmentation, Marketing Research, SAS, Customer Analysis, Predictive Analytics, Loyalty Marketing, Market Research, Data Mining, Consumer Products, Market Planning, CRM, Predictive Modeling, SQL
Education
Florida State University 1992 — 1994
BA, International Affairs and Political Science
Mage Ebanks's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
National Benefits Group 2008 - 2015
Employee Family Protection, Inc. 2010 - 2014
Enrollment Advisors, LLC 2009 - 2011
Skills
Annuity Sales, Charitable Giving, Employee Benefits, Fixed Annuities, Grandchild Gifting, Legacies, Legacy Planning, Long Term Care Insurance, Multi-generational..., Protection..., Small Business, Term Life Insurance, Universal Life, Whole Life Insurance
Education
Florida State College at Jacksonville
New York Life Insurance Company June 2015 - Present
National Benefits Group 2008 - 2015
Employee Family Protection, Inc. 2010 - 2014
Enrollment Advisors, LLC 2009 - 2011
Skills
Annuity Sales, Charitable Giving, Employee Benefits, Fixed Annuities, Grandchild Gifting, Legacies, Legacy Planning, Long Term Care Insurance, Multi-generational..., Protection..., Small Business, Term Life Insurance, Universal Life, Whole Life Insurance
Education
Florida State College at Jacksonville
Leonard Hall's New York Life Insurance Company Experience September 2012 - 2012
Job Security Clerk
Industry Information Technology and Services
Experience
GaN (Geeks and Nerds) Corporation September 2015 - Present
Middleton Real Estate May 2007 - 2014
New York Life Insurance Company September 2012 - 2012
Education
Florida Institute of Technology 2010 — 2011
masters, computer information systems
University of Alabama in Huntsville 2004 — 2009
Florida Institute of Technology Graduate School
Master of Science, Computer Information Systems; Management Information Systems
GaN (Geeks and Nerds) Corporation September 2015 - Present
Middleton Real Estate May 2007 - 2014
New York Life Insurance Company September 2012 - 2012
Education
Florida Institute of Technology 2010 — 2011
masters, computer information systems
University of Alabama in Huntsville 2004 — 2009
Florida Institute of Technology Graduate School
Master of Science, Computer Information Systems; Management Information Systems
Roland Yagud's New York Life Insurance Company Experience October 2008 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2008 - Present
New York Life Insurance Company June 2004 - September 2008
New York Life Insurance Company January 2000 - March 2004
Skills
Fixed Annuities, Life Insurance, Retirement, Business Analysis, SDLC, Insurance, Databases, Management, Software Documentation, Testing, Customer Service, Leadership, Financial Services
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Information Systems and Finance
LIU Post 1994 — 1999
BA, Mathematics
New York Life Insurance Company October 2008 - Present
New York Life Insurance Company June 2004 - September 2008
New York Life Insurance Company January 2000 - March 2004
Skills
Fixed Annuities, Life Insurance, Retirement, Business Analysis, SDLC, Insurance, Databases, Management, Software Documentation, Testing, Customer Service, Leadership, Financial Services
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Information Systems and Finance
LIU Post 1994 — 1999
BA, Mathematics
Antonia Ofmani's New York Life Insurance Company Experience June 2015 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Prudential Financial June 2013 - May 2015
Prudential Financial September 2012 - June 2013
Prudential Financial September 2011 - September 2012
Chiropractic Leadership Alliance May 2010 - September 2011
Chiropractic Leadership Alliance January 2010 - April 2010
Interasian Resources Group, LLC June 2009 - August 2009
Chiropractic Leadership Alliance June 2005 - June 2009
Evergreen Mortgage Association December 2003 - August 2004
Skills
Finance, Microsoft Excel, Financial Markets, Financial Research, Quantitative Finance, Trade Finance, Customer Service, International Finance, Financial Analysis, Corporate Finance, Financial Modeling, Financial Statements, Microsoft Word, Outlook, General Ledger, Microsoft Office, Access, Financial Market..., QuickBooks, PowerPoint, Accounts Receivable, Trading, Strategic Financial..., Strategic Planning, Critical Thinking, Analysis, Business Analysis, Data Analysis, Management, Auditing, Accounting, Budgets, Sales, Investments, Valuation
Education
2015 Level II Candidate in the CFA Program
William Paterson University of New Jersey 2010 — 2012
MBA, Finance
Florida State University - College of Business 2005 — 2009
BS, Accounting and Finance
New York Life Insurance Company June 2015 - Present
Prudential Financial June 2013 - May 2015
Prudential Financial September 2012 - June 2013
Prudential Financial September 2011 - September 2012
Chiropractic Leadership Alliance May 2010 - September 2011
Chiropractic Leadership Alliance January 2010 - April 2010
Interasian Resources Group, LLC June 2009 - August 2009
Chiropractic Leadership Alliance June 2005 - June 2009
Evergreen Mortgage Association December 2003 - August 2004
Skills
Finance, Microsoft Excel, Financial Markets, Financial Research, Quantitative Finance, Trade Finance, Customer Service, International Finance, Financial Analysis, Corporate Finance, Financial Modeling, Financial Statements, Microsoft Word, Outlook, General Ledger, Microsoft Office, Access, Financial Market..., QuickBooks, PowerPoint, Accounts Receivable, Trading, Strategic Financial..., Strategic Planning, Critical Thinking, Analysis, Business Analysis, Data Analysis, Management, Auditing, Accounting, Budgets, Sales, Investments, Valuation
Education
2015 Level II Candidate in the CFA Program
William Paterson University of New Jersey 2010 — 2012
MBA, Finance
Florida State University - College of Business 2005 — 2009
BS, Accounting and Finance
Judy Kay Riggins's New York Life Insurance Company Experience July 2015 - Present
Job sales and service
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
J.P. Morgan March 2009 - July 2012
Chase March 2009 - July 2012
Chase March 2009 - July 2012
CHASE HOME LENDING- CONSUMER DIRECT March 2009 - July 2012
JPMorgan Chase March 2009 - January 2012
Clayton 2012 - 2012
Chase March 2009 - January 2010
HSBC October 2007 - January 2009
Bank of America January 2004 - July 2007
Skills
Mortgage Banking, Loss Mitigation, Mortgage Servicing, Mortgage Lending, Loans, Underwriting, Credit, Loan Origination, Banking, Call Center, FHA, Risk Management, Loan Servicing, FHLMC, FNMA, Process Improvement, Credit Risk, Credit Analysis, Team Building, Mortgage Underwriting, Retention Management, Event Planning, Wedding Planning, Corporate Events, Employee Recognition, Small Business Lending, Customer Service, Customer Oriented, mortgage processor, default processing, Credit Cards, Cellular Communications, Vendor Management, Call Centers, Loan Modifications, Residential Mortgages, Selling, Quota Achievement, Pipeline Generation, Android SDK, Financial Services
Education
Florida Metropolitan University 1994 — 1998
Associates Degree, Marketing
Hillsborough
University of Phoenix
Bachelor’s Degree, Business Management
New York Life Insurance Company July 2015 - Present
J.P. Morgan March 2009 - July 2012
Chase March 2009 - July 2012
Chase March 2009 - July 2012
CHASE HOME LENDING- CONSUMER DIRECT March 2009 - July 2012
JPMorgan Chase March 2009 - January 2012
Clayton 2012 - 2012
Chase March 2009 - January 2010
HSBC October 2007 - January 2009
Bank of America January 2004 - July 2007
Skills
Mortgage Banking, Loss Mitigation, Mortgage Servicing, Mortgage Lending, Loans, Underwriting, Credit, Loan Origination, Banking, Call Center, FHA, Risk Management, Loan Servicing, FHLMC, FNMA, Process Improvement, Credit Risk, Credit Analysis, Team Building, Mortgage Underwriting, Retention Management, Event Planning, Wedding Planning, Corporate Events, Employee Recognition, Small Business Lending, Customer Service, Customer Oriented, mortgage processor, default processing, Credit Cards, Cellular Communications, Vendor Management, Call Centers, Loan Modifications, Residential Mortgages, Selling, Quota Achievement, Pipeline Generation, Android SDK, Financial Services
Education
Florida Metropolitan University 1994 — 1998
Associates Degree, Marketing
Hillsborough
University of Phoenix
Bachelor’s Degree, Business Management
Robby Andrews's New York Life Insurance Company Experience 2008 - Present
Job Agent with New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company 2008 - Present
Education
Florida State University 1989 — 1992
University of Alabama 1988 — 1989
New York Life Insurance Company 2008 - Present
Education
Florida State University 1989 — 1992
University of Alabama 1988 — 1989
Teri Busse Arvesu's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
Dermatran health solutions October 2013 - October 2014
Ferrer Therapeutics June 2009 - February 2012
Ferrer Therapeutics 2009 - December 2011
Purdue Pharma L.P. January 2009 - March 2011
GlaxoSmithKline Pharma GmbH September 2001 - February 2008
Skills
Gastroenterology, Pharmaceutical Sales, Urology, Neurology, Pulmonology, Cardiology, Endocrinology, Managed Care, OB/GYN, Healthcare, Pharmaceutical Industry, Diabetes, Surgeons, Hospitals, Selling, Sales Force Development, Hospital Sales, Infectious Diseases, Rheumatology, Cold Calling, Sales Effectiveness, Market Access, Pharmaceutics, Sales
Education
Nova Southeastern University 1988 — 1991
Master of Science, Human Resource Management
Florida International University 1980 — 1982
Bachelor, Social Work
University of Florida 1976 — 1977
None, Sociology
Miami Dade College 1974 — 1976
Associate of Arts (A.A.), Social Work
Our Lady of Lourdes Academy 1970 — 1974
High School, High School Certificate of Competence Program
New York Life Insurance Company September 2014 - Present
Dermatran health solutions October 2013 - October 2014
Ferrer Therapeutics June 2009 - February 2012
Ferrer Therapeutics 2009 - December 2011
Purdue Pharma L.P. January 2009 - March 2011
GlaxoSmithKline Pharma GmbH September 2001 - February 2008
Skills
Gastroenterology, Pharmaceutical Sales, Urology, Neurology, Pulmonology, Cardiology, Endocrinology, Managed Care, OB/GYN, Healthcare, Pharmaceutical Industry, Diabetes, Surgeons, Hospitals, Selling, Sales Force Development, Hospital Sales, Infectious Diseases, Rheumatology, Cold Calling, Sales Effectiveness, Market Access, Pharmaceutics, Sales
Education
Nova Southeastern University 1988 — 1991
Master of Science, Human Resource Management
Florida International University 1980 — 1982
Bachelor, Social Work
University of Florida 1976 — 1977
None, Sociology
Miami Dade College 1974 — 1976
Associate of Arts (A.A.), Social Work
Our Lady of Lourdes Academy 1970 — 1974
High School, High School Certificate of Competence Program
Douglas Royce's New York Life Insurance Company Experience May 2008 - February 2012
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2012 - Present
New York Life Insurance Company May 2008 - February 2012
New Rochelle Chamber of Commerce 2008 - 2010
Onyx Capital Management January 1998 - March 2008
First Albany 1993 - 1997
Private Capital Management 1991 - 1993
Skills
Finance, Fixed Annuities, Retirement, Investments, Strategic Financial..., Mutual Funds, Securities, Long-term Care, Financial Services, Retirement Planning, Financial Planning, Wealth Management, Series 7, Risk Management, Estate Planning, Long Term Care Insurance, Equities, Asset Management, Portfolio Management, Disability Insurance, Term Life Insurance, Insurance, Small Business, Pensions, Bonds, FINRA, Asset Allocation, 401k, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Employee Benefits, Health Insurance, Series 63, Comprehensive Planning, Business Planning, Group Insurance, Fixed Income, Trading, Financial Analysis, Leadership, Life Insurance, Public Speaking, Key Person Insurance, Buy-sell Agreements, Deferred Compensation
Education
Florida International University
Bachelor of Science (BS), Business Administration and Management, General
Florida International University
Business Administration and Management, General
Northwestern Mutual Financial Network February 2012 - Present
New York Life Insurance Company May 2008 - February 2012
New Rochelle Chamber of Commerce 2008 - 2010
Onyx Capital Management January 1998 - March 2008
First Albany 1993 - 1997
Private Capital Management 1991 - 1993
Skills
Finance, Fixed Annuities, Retirement, Investments, Strategic Financial..., Mutual Funds, Securities, Long-term Care, Financial Services, Retirement Planning, Financial Planning, Wealth Management, Series 7, Risk Management, Estate Planning, Long Term Care Insurance, Equities, Asset Management, Portfolio Management, Disability Insurance, Term Life Insurance, Insurance, Small Business, Pensions, Bonds, FINRA, Asset Allocation, 401k, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Employee Benefits, Health Insurance, Series 63, Comprehensive Planning, Business Planning, Group Insurance, Fixed Income, Trading, Financial Analysis, Leadership, Life Insurance, Public Speaking, Key Person Insurance, Buy-sell Agreements, Deferred Compensation
Education
Florida International University
Bachelor of Science (BS), Business Administration and Management, General
Florida International University
Business Administration and Management, General
James Henley CLU, ChFC's New York Life Insurance Company Experience March 2000 - April 2003
Job Wealth Management Consultant with Saybrus Partners
Industry Insurance
Experience
Saybrus Partners 2010 - Present
Phoenix Life Insurance Company August 2005 - September 2009
Northwestern Mutual April 2003 - August 2005
New York Life Insurance Company March 2000 - April 2003
Skills
Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Series 63, Series 6, Disability Insurance, Series 7, Wealth Management, Mutual Funds, Term Life Insurance, 401k
Education
The American College 2007 — 2010
CLU, ChFC, Financial Services
Florida State University - College of Business 1995 — 1999
BS, Marketing
Saybrus Partners 2010 - Present
Phoenix Life Insurance Company August 2005 - September 2009
Northwestern Mutual April 2003 - August 2005
New York Life Insurance Company March 2000 - April 2003
Skills
Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Series 63, Series 6, Disability Insurance, Series 7, Wealth Management, Mutual Funds, Term Life Insurance, 401k
Education
The American College 2007 — 2010
CLU, ChFC, Financial Services
Florida State University - College of Business 1995 — 1999
BS, Marketing
sussette rosselet's New York Life Insurance Company Experience March 2014 - Present
Job SASC at NYL
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
NYL January 2006 - Present
New York Life Insurance Company December 1998 - January 2006
Skills
Mutual Funds, Public Speaking, Retirement Planning, Leadership, FINRA, Financial Services, Insurance, Strategic Financial..., Sales Management, Customer Service, Investments, Finance, Management, Financial Planning, Life Insurance, Microsoft Excel, Small Business
Education
Florida International University 1994 — 1998
Finance
New York Life Insurance Company March 2014 - Present
NYL January 2006 - Present
New York Life Insurance Company December 1998 - January 2006
Skills
Mutual Funds, Public Speaking, Retirement Planning, Leadership, FINRA, Financial Services, Insurance, Strategic Financial..., Sales Management, Customer Service, Investments, Finance, Management, Financial Planning, Life Insurance, Microsoft Excel, Small Business
Education
Florida International University 1994 — 1998
Finance
Ciccarello, Joseph's New York Life Insurance Company Experience September 2011 - July 2012
Job Regional Account Manager at Fleetmatics
Industry Marketing and Advertising
Experience
Fleetmatics March 2014 - Present
Chapman's Professional Lawn Maintenance July 2012 - January 2014
New York Life Insurance Company September 2011 - July 2012
Access MediQuip October 2007 - September 2011
Skills
Strategic Planning, Insurance, Marketing, Entrepreneurship, Retirement Planning, Investments, Sales, Fixed Annuities, Financial Analysis, Sales Management, Retirement, Mutual Funds, Life Insurance, New Business Development, Team Building
Education
Florida State University - College of Business 2000 — 2003
Bachelor's, Marketing - Sales and Customer Relationship Management
Fleetmatics March 2014 - Present
Chapman's Professional Lawn Maintenance July 2012 - January 2014
New York Life Insurance Company September 2011 - July 2012
Access MediQuip October 2007 - September 2011
Skills
Strategic Planning, Insurance, Marketing, Entrepreneurship, Retirement Planning, Investments, Sales, Fixed Annuities, Financial Analysis, Sales Management, Retirement, Mutual Funds, Life Insurance, New Business Development, Team Building
Education
Florida State University - College of Business 2000 — 2003
Bachelor's, Marketing - Sales and Customer Relationship Management
Jeff Bys's New York Life Insurance Company Experience June 2010 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2010 - Present
Centinel Financial Group, LLC December 2008 - June 2010
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Investments, Portfolio Management, Annuities, Long Term Care, Disability Insurance, Retirement, Estate Planning, IRA's, Mutual Funds, Financial Planning, Series 7, Wealth Management, 401k, Insurance, Wealth Accumulation, Securities, Insurance Planning, Term Life Insurance, Asset Allocation, Pensions, Employee Benefits, Roth IRA, Health Insurance, Group Benefits, Charitable Giving, Retirement Income..., College Savings Plans, 529 Plans, 401k Rollovers, Equities, Trust Services, Financial Analysis, Wealth Transfer, Insurance Strategies, Personal Planning, Mortgage Protection, SEP
Education
Florida State University - College of Business 2003 — 2007
Finance and Real Estate
New York Life Insurance Company June 2010 - Present
Centinel Financial Group, LLC December 2008 - June 2010
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Investments, Portfolio Management, Annuities, Long Term Care, Disability Insurance, Retirement, Estate Planning, IRA's, Mutual Funds, Financial Planning, Series 7, Wealth Management, 401k, Insurance, Wealth Accumulation, Securities, Insurance Planning, Term Life Insurance, Asset Allocation, Pensions, Employee Benefits, Roth IRA, Health Insurance, Group Benefits, Charitable Giving, Retirement Income..., College Savings Plans, 529 Plans, 401k Rollovers, Equities, Trust Services, Financial Analysis, Wealth Transfer, Insurance Strategies, Personal Planning, Mortgage Protection, SEP
Education
Florida State University - College of Business 2003 — 2007
Finance and Real Estate
Audra Danko's New York Life Insurance Company Experience March 2006 - March 2014
Job Sr. HR Business Partner at FCCI Insurance Group
Industry Insurance
Experience
FCCI Insurance Group March 2014 - Present
New York Life Insurance Company March 2006 - March 2014
UAMC 2002 - 2006
Skills
Employee Relations, Succession Planning, Deferred Compensation, Employee Benefits, Onboarding, Recruiting
Education
Florida State University
Bachelor's of Science, International Affairs
FCCI Insurance Group March 2014 - Present
New York Life Insurance Company March 2006 - March 2014
UAMC 2002 - 2006
Skills
Employee Relations, Succession Planning, Deferred Compensation, Employee Benefits, Onboarding, Recruiting
Education
Florida State University
Bachelor's of Science, International Affairs
Laura Reams's New York Life Insurance Company Experience December 2012 - July 2013
Job Senior Recruiter at Hire Investment
Industry Human Resources
Experience
Hire Investment October 2013 - Present
New York Life Insurance Company December 2012 - July 2013
Royal Caribbean Cruises, Ltd. June 2011 - July 2011
Contour Day Spa LLC 2007 - 2010
Skills
Customer Service, Interviews, Microsoft Office, Microsoft Excel, Management, Executive Search, Temporary Placement, PowerPoint, Time Management, Human Resources, Microsoft Word, Outlook, Leadership, Team Leadership, Analysis, Leadership Development
Education
Florida State University 2008 — 2012
B.S, Management / Human Resources
Hire Investment October 2013 - Present
New York Life Insurance Company December 2012 - July 2013
Royal Caribbean Cruises, Ltd. June 2011 - July 2011
Contour Day Spa LLC 2007 - 2010
Skills
Customer Service, Interviews, Microsoft Office, Microsoft Excel, Management, Executive Search, Temporary Placement, PowerPoint, Time Management, Human Resources, Microsoft Word, Outlook, Leadership, Team Leadership, Analysis, Leadership Development
Education
Florida State University 2008 — 2012
B.S, Management / Human Resources
Allison (Jieru) Sun's New York Life Insurance Company Experience September 2011 - December 2011
Job Sales Manager at French Closet Collection Inc
Industry Accounting
Experience
French Closet Collection Inc September 2014 - August 2015
Midtown CPA & Accounting P.C. January 2014 - July 2014
Fordham University September 2013 - April 2014
Fordham Chinese Business Society September 2013 - April 2014
Cheung & Chu, CPA June 2013 - July 2013
YMCA of Greater New York April 2012 - July 2012
New York Life Insurance Company September 2011 - December 2011
PwC November 2011 - November 2011
UniversityTutor.com September 2010 - May 2011
2008 Beijing Olympic Games July 2008 - August 2008
Skills
QuickBooks, Microsoft Office, Photoshop, Soundtrack, Mandarin, Japanese, Violin, ProSeries, Marketing, Payroll, Financial Statements, Financial Accounting, Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Microsoft Word, Social Media, Financial Modeling, Research, Teamwork
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science, Accounting
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Public Accounting
French Closet Collection Inc September 2014 - August 2015
Midtown CPA & Accounting P.C. January 2014 - July 2014
Fordham University September 2013 - April 2014
Fordham Chinese Business Society September 2013 - April 2014
Cheung & Chu, CPA June 2013 - July 2013
YMCA of Greater New York April 2012 - July 2012
New York Life Insurance Company September 2011 - December 2011
PwC November 2011 - November 2011
UniversityTutor.com September 2010 - May 2011
2008 Beijing Olympic Games July 2008 - August 2008
Skills
QuickBooks, Microsoft Office, Photoshop, Soundtrack, Mandarin, Japanese, Violin, ProSeries, Marketing, Payroll, Financial Statements, Financial Accounting, Microsoft Excel, PowerPoint, Public Speaking, Financial Analysis, Microsoft Word, Social Media, Financial Modeling, Research, Teamwork
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science, Accounting
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Public Accounting
James R. Bonilla's New York Life Insurance Company Experience May 2015 - Present
Job at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Foresters March 2015 - May 2015
National Biovet Laboratory October 2014 - March 2015
Knowles Animal Hospital April 2014 - October 2014
Coconut Grove Animal Clinic July 2001 - February 2014
Humane Society of Greater Miami October 1998 - June 2001
Skills
Veterinary, Laboratory, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Sales, Marketing, Strategic Planning, Teamwork, PowerPoint, Microsoft Word, Research, Communication, Team Building, Team Leadership, 401k Rollovers, Business Insurance..., Estate Planning, Grandchild Gifting, Key Person Protection, Licensed Life and..., Personal Finance, Retirement Planning, Small Business, Wealth Preservation..., Business Networking, Customer Satisfaction
Education
Florida International University
Bachelor of Arts (B.A.)
Miami Dade College
Associate of Science in Veterinary Technology
New York Life Insurance Company May 2015 - Present
Foresters March 2015 - May 2015
National Biovet Laboratory October 2014 - March 2015
Knowles Animal Hospital April 2014 - October 2014
Coconut Grove Animal Clinic July 2001 - February 2014
Humane Society of Greater Miami October 1998 - June 2001
Skills
Veterinary, Laboratory, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Sales, Marketing, Strategic Planning, Teamwork, PowerPoint, Microsoft Word, Research, Communication, Team Building, Team Leadership, 401k Rollovers, Business Insurance..., Estate Planning, Grandchild Gifting, Key Person Protection, Licensed Life and..., Personal Finance, Retirement Planning, Small Business, Wealth Preservation..., Business Networking, Customer Satisfaction
Education
Florida International University
Bachelor of Arts (B.A.)
Miami Dade College
Associate of Science in Veterinary Technology
Julien Jeanty's New York Life Insurance Company Experience August 2012 - January 2014
Job MBA Candidate at Florida International University
Industry Financial Services
Experience
Miami Marlins, L.P. February 2015 - Present
Beacon Financial & Insurance Solutions February 2014 - January 2015
New York Life Insurance Company August 2012 - January 2014
Sound & Image Resources - Florida International University Green Library August 2009 - December 2012
Vector Marketing Corporation May 2009 - August 2009
Skills
Highly resourceful, Leadership, Superior Work Ethic, Retirement Planning, Fixed Annuities, Life Insurance, Insurance, Financial Analysis, IRAs, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Long Term Care Insurance, Term Life Insurance, Microsoft Office, Microsoft Excel
Education
Florida International University 2014 — 2015
Master of Business Administration (MBA), International Business
Florida International University 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Finance
Coral Reef Senior High School 2005 — 2009
International Baccalaureate Graduate and Recipient of IB Diploma
Miami Marlins, L.P. February 2015 - Present
Beacon Financial & Insurance Solutions February 2014 - January 2015
New York Life Insurance Company August 2012 - January 2014
Sound & Image Resources - Florida International University Green Library August 2009 - December 2012
Vector Marketing Corporation May 2009 - August 2009
Skills
Highly resourceful, Leadership, Superior Work Ethic, Retirement Planning, Fixed Annuities, Life Insurance, Insurance, Financial Analysis, IRAs, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Long Term Care Insurance, Term Life Insurance, Microsoft Office, Microsoft Excel
Education
Florida International University 2014 — 2015
Master of Business Administration (MBA), International Business
Florida International University 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Finance
Coral Reef Senior High School 2005 — 2009
International Baccalaureate Graduate and Recipient of IB Diploma
Alex Flaster's New York Life Insurance Company Experience March 2013 - Present
Job Senior Compliance Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company October 2010 - March 2013
MetLife October 2009 - October 2010
Skills
Relationship Management, Retirement Planning, Mutual Funds, Fixed Annuities, IRAs, Investments, Financial Services, Asset Allocation, Series 7, Securities
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Information Systems
Washington and Lee University 2005 — 2009
B.A., Economics
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company October 2010 - March 2013
MetLife October 2009 - October 2010
Skills
Relationship Management, Retirement Planning, Mutual Funds, Fixed Annuities, IRAs, Investments, Financial Services, Asset Allocation, Series 7, Securities
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Information Systems
Washington and Lee University 2005 — 2009
B.A., Economics
Napoleon Matucan, ChFC®'s New York Life Insurance Company Experience May 2014 - Present
Job Senior Agency Standards Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Cetera Financial Group April 2013 - May 2014
Comcast Business September 2012 - April 2013
TIAA-CREF 2011 - 2012
TIAA-CREF February 2008 - December 2011
TIAA-CREF March 2006 - February 2008
Charles Schwab 1990 - 2005
Skills
FINRA Series 4, FINRA Series 7, FINRA Series 8, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Colorado Life,...
Education
Florida State University 1984 — 1988
B.S., Economics
New York Life Insurance Company May 2014 - Present
Cetera Financial Group April 2013 - May 2014
Comcast Business September 2012 - April 2013
TIAA-CREF 2011 - 2012
TIAA-CREF February 2008 - December 2011
TIAA-CREF March 2006 - February 2008
Charles Schwab 1990 - 2005
Skills
FINRA Series 4, FINRA Series 7, FINRA Series 8, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Colorado Life,...
Education
Florida State University 1984 — 1988
B.S., Economics
Leo Marshall's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
Purity Basketball August 2008 - April 2015
Johnson & Johnson May 1994 - January 2009
United States Air Force January 1985 - January 1992
Education
Florida State University - College of Business 1991 — 1993
Bachelors, Business Marketing
Gulf Coast State College 1989 — 1991
Associate’s Degree, Business Administration and Management, General
Northwestern High
Northwestern High
New York Life Insurance Company June 2015 - Present
Purity Basketball August 2008 - April 2015
Johnson & Johnson May 1994 - January 2009
United States Air Force January 1985 - January 1992
Education
Florida State University - College of Business 1991 — 1993
Bachelors, Business Marketing
Gulf Coast State College 1989 — 1991
Associate’s Degree, Business Administration and Management, General
Northwestern High
Northwestern High
Alexander Riggenbach's New York Life Insurance Company Experience July 2011 - Present
Job Insurance Advocate, Financial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
Blueprint Marketing July 2010 - December 2010
Prospect Advertising January 2010 - July 2010
Skills
Direct Sales, Financial Planning, Sales Management, IRAs, Wealth Accumulation, Forecasting, Insurance, Fixed Annuities, Retirement Planning, Business Planning, Retirement, 401k, Financial Planners, Strategic Planning, Series 63, Mutual Funds, Life Insurance, Long-term Care, Series 7, College Savings Plans, Disability Insurance, Business Strategy, Wealth Management
Education
University of West Florida 2010 — 2012
BA Finance
Northwest Florida State College 2008 — 2009
Associates, Business
Florida State University 2007 — 2008
New York Life Insurance Company July 2011 - Present
Blueprint Marketing July 2010 - December 2010
Prospect Advertising January 2010 - July 2010
Skills
Direct Sales, Financial Planning, Sales Management, IRAs, Wealth Accumulation, Forecasting, Insurance, Fixed Annuities, Retirement Planning, Business Planning, Retirement, 401k, Financial Planners, Strategic Planning, Series 63, Mutual Funds, Life Insurance, Long-term Care, Series 7, College Savings Plans, Disability Insurance, Business Strategy, Wealth Management
Education
University of West Florida 2010 — 2012
BA Finance
Northwest Florida State College 2008 — 2009
Associates, Business
Florida State University 2007 — 2008
JAY POLLACK's New York Life Insurance Company Experience December 1989 - Present
Job FINANCIAL SERVICES PROFESSIONAL at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 1989 - Present
Education
Florida International University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
Miami Dade College 1986 — 1987
Associate of Arts (AA)
Miami Dade College
New York Life Insurance Company December 1989 - Present
Education
Florida International University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
Miami Dade College 1986 — 1987
Associate of Arts (AA)
Miami Dade College
Elliot Montalvo's New York Life Insurance Company Experience August 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
Skills
Financial Analysis, Life Insurance, Retirement, College Savings Plans, College Funding..., Retirement Savings, Mutual Funds
Education
Florida State University 2003 — 2006
New York Life Insurance Company August 2011 - Present
Skills
Financial Analysis, Life Insurance, Retirement, College Savings Plans, College Funding..., Retirement Savings, Mutual Funds
Education
Florida State University 2003 — 2006
Christian Altamirano's New York Life Insurance Company Experience February 2013 - February 2014
Job Independent Insurance Agent
Industry Insurance
Experience
Quantum Insurance Group November 2014 - Present
RA Sushi Bar Restaurant January 2008 - Present
New York Life Insurance Company February 2013 - February 2014
Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Public Speaking, Strategic Planning, English, Insurance, Teaching, Windows, Budgets, Negotiation
Education
Florida International University 1998 — 2002
Bachelor of Arts (BA), Psychology
Quantum Insurance Group November 2014 - Present
RA Sushi Bar Restaurant January 2008 - Present
New York Life Insurance Company February 2013 - February 2014
Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Public Speaking, Strategic Planning, English, Insurance, Teaching, Windows, Budgets, Negotiation
Education
Florida International University 1998 — 2002
Bachelor of Arts (BA), Psychology
Mitch Saum's New York Life Insurance Company Experience May 2013 - Present
Job Life Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
UPS Freight January 2012 - March 2013
Education
Florida Institute of Technology 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Winthrop University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company May 2013 - Present
UPS Freight January 2012 - March 2013
Education
Florida Institute of Technology 2008 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Winthrop University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Heidi Glavac's New York Life Insurance Company Experience March 2005 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2005 - Present
TIAA-CREF 2001 - 2005
Debevoise & Plimpton December 1998 - September 2001
Education
Florida State University 1991 — 1995
Bachelor of Arts (BA), International Affairs and Russian
New York Life Insurance Company March 2005 - Present
TIAA-CREF 2001 - 2005
Debevoise & Plimpton December 1998 - September 2001
Education
Florida State University 1991 — 1995
Bachelor of Arts (BA), International Affairs and Russian
Belen Collazo's New York Life Insurance Company Experience May 2015 - Present
Job Financial Advisor at New York Life
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Minted October 2014 - January 2015
JPMorgan Chase January 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Troubleshooting, Windows, Computer Hardware
Education
Foothill College 2013 — 2014
Information Technology
New York Life Insurance Company May 2015 - Present
Minted October 2014 - January 2015
JPMorgan Chase January 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Troubleshooting, Windows, Computer Hardware
Education
Foothill College 2013 — 2014
Information Technology
Satyam Patel's New York Life Insurance Company Experience September 2008 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2008 - Present
New York Life Insurance Company September 2008 - Present
Skills
Strategic Financial...
Education
Florida International University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nova Southeastern University 2003 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
New York Life Insurance Company September 2008 - Present
New York Life Insurance Company September 2008 - Present
Skills
Strategic Financial...
Education
Florida International University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nova Southeastern University 2003 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance