New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Kayla Feagin, MBA Kayla Feagin, MBA's New York Life Insurance Company Experience October 2014 - April 2015
Job Specialist
Industry Insurance
Experience
Nationwide Insurance July 2015 - Present
New York Life Insurance Company October 2014 - April 2015
Manley Deas Kochalski, LLC June 2013 - September 2014
Primerica June 2013 - March 2014
Safelite AutoGlass January 2013 - June 2013
jcpenney April 2008 - July 2012
Skills
Finance, Microsoft Word, PowerPoint, Teamwork, Leadership, Sales, Training, Accounting, Accounts Receivable, Insurance, Customer Service, Business Development, Public Speaking
Education
Franklin University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Franklin University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Nationwide Insurance July 2015 - Present
New York Life Insurance Company October 2014 - April 2015
Manley Deas Kochalski, LLC June 2013 - September 2014
Primerica June 2013 - March 2014
Safelite AutoGlass January 2013 - June 2013
jcpenney April 2008 - July 2012
Skills
Finance, Microsoft Word, PowerPoint, Teamwork, Leadership, Sales, Training, Accounting, Accounts Receivable, Insurance, Customer Service, Business Development, Public Speaking
Education
Franklin University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Franklin University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Matt Bye Matt Bye's New York Life Insurance Company Experience 2012 - 2014
Job Assistant Football Coach
Industry Sports
Experience
Wichita Collegiate School August 2014 - Present
MaKe Enterprises March 2013 - Present
Aqua Shield Roofing and Construction 2014 - 2014
New York Life Insurance Company 2012 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Social Networking, Account Management, Insurance, Leadership, Team Building, Marketing, Training, Time Management, Event Planning, Sales
Education
Friends University 2002 — 2006
Bachelor of Science, Spanish
Bishop Carroll Catholic High School 1998 — 2002
High School
Wichita Collegiate School August 2014 - Present
MaKe Enterprises March 2013 - Present
Aqua Shield Roofing and Construction 2014 - 2014
New York Life Insurance Company 2012 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Social Networking, Account Management, Insurance, Leadership, Team Building, Marketing, Training, Time Management, Event Planning, Sales
Education
Friends University 2002 — 2006
Bachelor of Science, Spanish
Bishop Carroll Catholic High School 1998 — 2002
High School
Jamir Livingston Jamir Livingston's New York Life Insurance Company Experience September 2011 - December 2011
Job Territory Sales Manager at Pepsico
Industry Food & Beverages
Experience
PepsiCo February 2015 - Present
PepsiCo August 2013 - February 2015
PepsiCo July 2012 - July 2013
Madison Square Garden January 2012 - May 2012
New York Life Insurance Company September 2011 - December 2011
UBS Financial Services Inc May 2010 - July 2010
Skills
Management, Investments, Social Media, Analysis, Event Planning, Leadership, Recruiting, Sales, Goal Oriented, Team Building
Education
Fordham University 2008 — 2012
BS, Finance and Marketing
St. Joseph's Preparatory School 2004 — 2008
High school diploma
Fordham University Gabelli School of Business
Bachelor of Science (BS), Finance and Marketing
PepsiCo February 2015 - Present
PepsiCo August 2013 - February 2015
PepsiCo July 2012 - July 2013
Madison Square Garden January 2012 - May 2012
New York Life Insurance Company September 2011 - December 2011
UBS Financial Services Inc May 2010 - July 2010
Skills
Management, Investments, Social Media, Analysis, Event Planning, Leadership, Recruiting, Sales, Goal Oriented, Team Building
Education
Fordham University 2008 — 2012
BS, Finance and Marketing
St. Joseph's Preparatory School 2004 — 2008
High school diploma
Fordham University Gabelli School of Business
Bachelor of Science (BS), Finance and Marketing
Larry Ongerth Larry Ongerth's New York Life Insurance Company Experience 1996 - 1997
Job Manager at Office Depot
Industry Retail
Experience
Office Depot January 2014 - Present
IPA Family insurance July 2013 - February 2014
The Home Depot January 2005 - March 2013
The Pottery March 2004 - November 2004
Costa Color Nursery April 2000 - February 2004
Dillards January 1999 - March 2000
TJ Maxx 1997 - 1999
New York Life Insurance Company 1996 - 1997
Walmart 1992 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Sales Management, Operations Management, Management, Sales, Retail, Inventory Management, Merchandising, Time Management, Customer Satisfaction, Team Leadership, Inventory Control, Team Building, Visual Merchandising, Leadership, Teamwork, Store Management, Retail Sales, Loss Prevention, Hiring, Sales Operations, Profit, Coaching, Training, Human Resources, Recruiting, New Business Development, Forecasting, P&L, Driving Results, Store Operations, Performance Management, Employee Training, Leadership Development, Account Management, Employee Relations
Education
Cocoa Beach High 1980 — 1984
Franklin Pierce College
Business Administration and Management, General
University of Central Florida
Computer Science
Office Depot January 2014 - Present
IPA Family insurance July 2013 - February 2014
The Home Depot January 2005 - March 2013
The Pottery March 2004 - November 2004
Costa Color Nursery April 2000 - February 2004
Dillards January 1999 - March 2000
TJ Maxx 1997 - 1999
New York Life Insurance Company 1996 - 1997
Walmart 1992 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Sales Management, Operations Management, Management, Sales, Retail, Inventory Management, Merchandising, Time Management, Customer Satisfaction, Team Leadership, Inventory Control, Team Building, Visual Merchandising, Leadership, Teamwork, Store Management, Retail Sales, Loss Prevention, Hiring, Sales Operations, Profit, Coaching, Training, Human Resources, Recruiting, New Business Development, Forecasting, P&L, Driving Results, Store Operations, Performance Management, Employee Training, Leadership Development, Account Management, Employee Relations
Education
Cocoa Beach High 1980 — 1984
Franklin Pierce College
Business Administration and Management, General
University of Central Florida
Computer Science
Keisha Amey-Hambric Keisha Amey-Hambric's New York Life Insurance Company Experience September 2014 - Present
Job Associate General Counsel at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company November 2003 - Present
Davis Polk & Wardwell LLP September 2000 - November 2003
Skills
Private Equity, mergers and acquisitions, Technology Consulting..., Software License..., Marketing Agreements, Sponsorship Agreements, commercial agreements, Legal Writing, Negotiation, Sponsorship
Education
Fordham University School of Law 1996 — 2000
Doctor of Law (JD)
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company November 2003 - Present
Davis Polk & Wardwell LLP September 2000 - November 2003
Skills
Private Equity, mergers and acquisitions, Technology Consulting..., Software License..., Marketing Agreements, Sponsorship Agreements, commercial agreements, Legal Writing, Negotiation, Sponsorship
Education
Fordham University School of Law 1996 — 2000
Doctor of Law (JD)
Sarah Rossig Sarah Rossig's New York Life Insurance Company Experience 2015 - 2015
Job Data Analyst at CLS Partners
Industry Insurance
Experience
CLS Partners July 2013 - Present
New York Life Insurance Company 2015 - 2015
Humboldt State University February 2012 - May 2014
McKinleyville Home and Garden Center July 2010 - July 2013
Montgomery County Fire and Rescue December 2004 - May 2009
ski liberty 2007 - 2009
Skills
Organization, Analysis, Data Entry, Data Analysis, Research, Marketing, Program Management, Leadership, Microsoft Word, Time Management, Management, Microsoft Excel, Training, Microsoft Office, Public Speaking, PowerPoint, Sales, Strategic Planning, Employee Benefits, Insurance
Education
Humboldt State University 2011 — 2013
Economics
Humboldt State University 2010 — 2013
Frederick Community College
Associates
CLS Partners July 2013 - Present
New York Life Insurance Company 2015 - 2015
Humboldt State University February 2012 - May 2014
McKinleyville Home and Garden Center July 2010 - July 2013
Montgomery County Fire and Rescue December 2004 - May 2009
ski liberty 2007 - 2009
Skills
Organization, Analysis, Data Entry, Data Analysis, Research, Marketing, Program Management, Leadership, Microsoft Word, Time Management, Management, Microsoft Excel, Training, Microsoft Office, Public Speaking, PowerPoint, Sales, Strategic Planning, Employee Benefits, Insurance
Education
Humboldt State University 2011 — 2013
Economics
Humboldt State University 2010 — 2013
Frederick Community College
Associates
Jacob Gonzales's New York Life Insurance Company Experience April 2014 - April 2015
Job Leadership Development Assoc. Ford Motor Credit Company
Industry Financial Services
Experience
Ford Motor Credit Company July 2015 - Present
Texas Association of Sports Officials November 2013 - Present
NYLIFE Securities LLC September 2014 - April 2015
New York Life Insurance Company April 2014 - April 2015
Mr. Fix-It Auto Service May 2013 - May 2014
Harland Clarke June 2013 - August 2013
Skills
Entrepreneurship, Coaching Baseball, Sports, Finance, Fundraising, Teamwork, Time Management, Analysis, Mutual Funds, Networking, Financial Analysis, Financial Planning, Insurance, Investments, Access, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service
Education
Texas State University-San Marcos 2013 — 2015
Bachelor's Degree, Finance, Senior
Frank Phillips College 2011 — 2013
Associate's Degree, Science
Ford Motor Credit Company July 2015 - Present
Texas Association of Sports Officials November 2013 - Present
NYLIFE Securities LLC September 2014 - April 2015
New York Life Insurance Company April 2014 - April 2015
Mr. Fix-It Auto Service May 2013 - May 2014
Harland Clarke June 2013 - August 2013
Skills
Entrepreneurship, Coaching Baseball, Sports, Finance, Fundraising, Teamwork, Time Management, Analysis, Mutual Funds, Networking, Financial Analysis, Financial Planning, Insurance, Investments, Access, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service
Education
Texas State University-San Marcos 2013 — 2015
Bachelor's Degree, Finance, Senior
Frank Phillips College 2011 — 2013
Associate's Degree, Science
Adam Clancy's New York Life Insurance Company Experience November 2012 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
Plymouth Rock Assurance August 2008 - August 2011
Skills
Financial Analysis, Customer Service, Sales, Strategic Financial..., Whole Life, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities
Education
Framingham State College 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Kents Hill Prep School 2001 — 2002
H.S. Diploma, Post Graduate
New York Life Insurance Company November 2012 - Present
Plymouth Rock Assurance August 2008 - August 2011
Skills
Financial Analysis, Customer Service, Sales, Strategic Financial..., Whole Life, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities
Education
Framingham State College 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Kents Hill Prep School 2001 — 2002
H.S. Diploma, Post Graduate
Michael LaFond, ENP Michael LaFond, ENP's New York Life Insurance Company Experience June 2012 - Present
Job Financial Representative at New York Life Insurance Company
Industry Public Safety
Experience
New York Life Insurance Company June 2012 - Present
911 Service Analysis July 2011 - Present
City of Tucson November 1993 - July 2011
Communications Workers of America July 2006 - June 2009
Bargain City / The Rental Store November 1991 - August 1993
American Red Cross August 1989 - November 1991
Kino Community Hospital February 1991 - May 1991
Westward Look Resort May 1989 - August 1989
The Garbage Project October 1986 - May 1989
US Army June 1979 - March 1985
Skills
Computer Science, Writing, Management Consulting
Education
University of Arizona 1986 — 1991
BA, Spanish; and Anthropology
Frederick Community College 1983 — 1984
US Army Academy of Health Science 1982 — 1983
Diploma, Medical Laboratory Specialist Course, Advanced (65 semester hours for Creighton University)
Fort Steilacoom Community College 1981 — 1981
US Army Academy of Health Science 1979 — 1979
Diploma, Medical Laboratory Specialist Course, Basic (15 semester hours for Baylor University)
New York Life Insurance Company June 2012 - Present
911 Service Analysis July 2011 - Present
City of Tucson November 1993 - July 2011
Communications Workers of America July 2006 - June 2009
Bargain City / The Rental Store November 1991 - August 1993
American Red Cross August 1989 - November 1991
Kino Community Hospital February 1991 - May 1991
Westward Look Resort May 1989 - August 1989
The Garbage Project October 1986 - May 1989
US Army June 1979 - March 1985
Skills
Computer Science, Writing, Management Consulting
Education
University of Arizona 1986 — 1991
BA, Spanish; and Anthropology
Frederick Community College 1983 — 1984
US Army Academy of Health Science 1982 — 1983
Diploma, Medical Laboratory Specialist Course, Advanced (65 semester hours for Creighton University)
Fort Steilacoom Community College 1981 — 1981
US Army Academy of Health Science 1979 — 1979
Diploma, Medical Laboratory Specialist Course, Basic (15 semester hours for Baylor University)
Terry Cade Terry Cade's New York Life Insurance Company Experience May 2013 - Present
Job Helping families and retirees achieve financial independence in the Columbia area for 3 years
Industry Financial Services
Experience
NYLIFE SECURITIES LLC October 2013 - Present
New York Life Insurance Company May 2013 - Present
Capital Insurance Agency of SC/AFLAC February 2011 - May 2013
US Army May 1988 - November 2010
Skills
401k Rollovers, Investments, Retirement Planning, Insurance, Annuity Sales, LUTCF, Licensed Life Insurance..., Legacies, Multi-generational..., Protection...
Education
Franklin University 2009 — 2010
Master of Business Administration (M.B.A.), Mangement
Franklin University 2006 — 2008
Bachelor of Science (BS), Healthcare Management
NYLIFE SECURITIES LLC October 2013 - Present
New York Life Insurance Company May 2013 - Present
Capital Insurance Agency of SC/AFLAC February 2011 - May 2013
US Army May 1988 - November 2010
Skills
401k Rollovers, Investments, Retirement Planning, Insurance, Annuity Sales, LUTCF, Licensed Life Insurance..., Legacies, Multi-generational..., Protection...
Education
Franklin University 2009 — 2010
Master of Business Administration (M.B.A.), Mangement
Franklin University 2006 — 2008
Bachelor of Science (BS), Healthcare Management
Alan Royal's New York Life Insurance Company Experience 2006 - 2008
Job Global Fortune 500 CIO/CTO IT & Operations | Policy & Planning | Architecture & Implementation | Strategy Analysis
Industry Information Technology and Services
Experience
Strategy CIO 2015 - Present
MetLife 2014 - 2015
HSBC 2008 - March 2014
New York Life Insurance Company 2006 - 2008
Manulife Financial 2003 - 2006
AIG 2003 - 2003
Sapient 2002 - 2003
Accenture 2000 - 2002
PricewaterhouseCoopers 1996 - 2000
AT&T 1994 - 1996
Skills
IT Strategy, Management Consulting, Business Process..., IT/Operation Business..., IT/Operations Procedures, Large Scale Program..., CIO advisory service, IT Executive Management, COO business operations, Policy Administration..., Mergers & Acquisitions, International Project..., Customer Asset..., Captive And Non-Captive..., Managing Large Scale..., Data Conversion, Data Warehousing, Front to Back Office, Back Office..., CRM Integration, Salesforce Automation..., Business Analysis, Program Management, Risk Management, Change Management, Financial Services, Integration, Management, Enterprise Software, Operations Management, Project Portfolio..., Project Delivery, Team Management, Governance, Outsourcing, Business Process, Vendor Management, Business Transformation, PMO, IT Management, Business Intelligence, Information Technology, SDLC, CRM, Software Project..., IT Operations, Strategy, Enterprise Architecture, Executive Management, IT Service Management
Education
Macquarie Graduate School of Management (MGSM) 2007 — 2014
Masters Of Research, Emerging Market Management Practice, Distinction
Friends University 1986 — 1989
Bachelor of Computer Science & Accounting & Business Administration, Comprehensive Enterprise Manageent, 3.9/4.0
Strategy CIO 2015 - Present
MetLife 2014 - 2015
HSBC 2008 - March 2014
New York Life Insurance Company 2006 - 2008
Manulife Financial 2003 - 2006
AIG 2003 - 2003
Sapient 2002 - 2003
Accenture 2000 - 2002
PricewaterhouseCoopers 1996 - 2000
AT&T 1994 - 1996
Skills
IT Strategy, Management Consulting, Business Process..., IT/Operation Business..., IT/Operations Procedures, Large Scale Program..., CIO advisory service, IT Executive Management, COO business operations, Policy Administration..., Mergers & Acquisitions, International Project..., Customer Asset..., Captive And Non-Captive..., Managing Large Scale..., Data Conversion, Data Warehousing, Front to Back Office, Back Office..., CRM Integration, Salesforce Automation..., Business Analysis, Program Management, Risk Management, Change Management, Financial Services, Integration, Management, Enterprise Software, Operations Management, Project Portfolio..., Project Delivery, Team Management, Governance, Outsourcing, Business Process, Vendor Management, Business Transformation, PMO, IT Management, Business Intelligence, Information Technology, SDLC, CRM, Software Project..., IT Operations, Strategy, Enterprise Architecture, Executive Management, IT Service Management
Education
Macquarie Graduate School of Management (MGSM) 2007 — 2014
Masters Of Research, Emerging Market Management Practice, Distinction
Friends University 1986 — 1989
Bachelor of Computer Science & Accounting & Business Administration, Comprehensive Enterprise Manageent, 3.9/4.0
Ray DiMartino Ray DiMartino's New York Life Insurance Company Experience May 2012 - June 2013
Job Student at Fordham University
Industry Media Production
Experience
Fordham University August 2014 - Present
True Religion Brand Jeans July 2015 - October 2015
U.S. Army Reserve March 2003 - May 2014
New York Life Insurance Company May 2012 - June 2013
Carolina Support Svc February 2004 - September 2006
US Navy September 1998 - September 2003
Skills
Recruiting, Management, Audio Engineering, Event Planning, Interviews, Public Speaking, Microsoft Office, Customer Service, Training, Cpr Certified, Firearm Certified, Leadership, Social Media Marketing, Team Building, Advertising, Video Editing, Social Networking, Research, Event Management, PowerPoint, Leadership Development, Public Relations, Marketing, Team Leadership, Marketing Strategy, Search & Rescue Swimmer, Ship Operator, Microsoft Excel, Microsoft Word, Strategic Planning, Editing, LAN Design, User Interface Design, Internet Systems, Databases, Reports Analysis, Forms Processing, Military Logistics, Military Intelligence, Military Communications
Education
Fordham University 2014 — 2016
Bachelor's Degree, Computer and Information Sciences and Support Services, 3.0 Overall GPA
SUNY Purchase 2012 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies, Deans List Achieved: 2012-2013 each semester
Institute of Audio Research 2011 — 2012
Associates, Audio Engineering
Fordham University August 2014 - Present
True Religion Brand Jeans July 2015 - October 2015
U.S. Army Reserve March 2003 - May 2014
New York Life Insurance Company May 2012 - June 2013
Carolina Support Svc February 2004 - September 2006
US Navy September 1998 - September 2003
Skills
Recruiting, Management, Audio Engineering, Event Planning, Interviews, Public Speaking, Microsoft Office, Customer Service, Training, Cpr Certified, Firearm Certified, Leadership, Social Media Marketing, Team Building, Advertising, Video Editing, Social Networking, Research, Event Management, PowerPoint, Leadership Development, Public Relations, Marketing, Team Leadership, Marketing Strategy, Search & Rescue Swimmer, Ship Operator, Microsoft Excel, Microsoft Word, Strategic Planning, Editing, LAN Design, User Interface Design, Internet Systems, Databases, Reports Analysis, Forms Processing, Military Logistics, Military Intelligence, Military Communications
Education
Fordham University 2014 — 2016
Bachelor's Degree, Computer and Information Sciences and Support Services, 3.0 Overall GPA
SUNY Purchase 2012 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies, Deans List Achieved: 2012-2013 each semester
Institute of Audio Research 2011 — 2012
Associates, Audio Engineering
Anghua (Krystal) Zhao Anghua (Krystal) Zhao's New York Life Insurance Company Experience November 2014 - May 2015
Job International Tax Intern at PVH Corp.
Industry Financial Services
Experience
PVH Corp. June 2015 - Present
PVH Corp. June 2015 - Present
New York Life Insurance Company November 2014 - May 2015
International Telematics Corporation April 2013 - September 2014
International Friendships January 2013 - March 2013
China Guangfa Bank June 2012 - August 2012
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, General Ledger, Account Reconciliation, Tax, Financial Statements, QuickBooks
Education
Fordham University 2013 — 2014
Master of Science (M.S.) in Taxation, Tax Law/Taxation
The Ohio State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Iowa State University 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.90
Shanghai University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PVH Corp. June 2015 - Present
PVH Corp. June 2015 - Present
New York Life Insurance Company November 2014 - May 2015
International Telematics Corporation April 2013 - September 2014
International Friendships January 2013 - March 2013
China Guangfa Bank June 2012 - August 2012
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, General Ledger, Account Reconciliation, Tax, Financial Statements, QuickBooks
Education
Fordham University 2013 — 2014
Master of Science (M.S.) in Taxation, Tax Law/Taxation
The Ohio State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Iowa State University 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.90
Shanghai University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gretchen Blazer Gretchen Blazer's New York Life Insurance Company Experience May 2009 - August 2009
Job Legislative and Regulatory Analyst at Porter Wright Morris & Arthur LLP
Industry Government Relations
Experience
Porter Wright Morris & Arthur LLP October 2013 - Present
Public Utilities Commission of Ohio July 2012 - October 2013
Ohio Treasurer of State January 2011 - June 2012
University of Dayton Bookstore August 2007 - April 2010
New York Life Insurance Company May 2009 - August 2009
Skills
Public Speaking, Policy, Press Releases, Budgets, Nonprofits, Marketing, Public Relations, Fundraising, Government, Social Media, Research, Strategic Planning
Education
Franklin University 2011 — 2012
Master of Business Administration (MBA)
University of Dayton 2006 — 2010
Bachelor of Science (BS), Finance, Minors: Marketing and International Business
Porter Wright Morris & Arthur LLP October 2013 - Present
Public Utilities Commission of Ohio July 2012 - October 2013
Ohio Treasurer of State January 2011 - June 2012
University of Dayton Bookstore August 2007 - April 2010
New York Life Insurance Company May 2009 - August 2009
Skills
Public Speaking, Policy, Press Releases, Budgets, Nonprofits, Marketing, Public Relations, Fundraising, Government, Social Media, Research, Strategic Planning
Education
Franklin University 2011 — 2012
Master of Business Administration (MBA)
University of Dayton 2006 — 2010
Bachelor of Science (BS), Finance, Minors: Marketing and International Business
Jose A. Ramos Jose A. Ramos's New York Life Insurance Company Experience January 1979 - January 1999
Job Manager Marketing & Innovation (Management and Administration) at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2013 - Present
AXA Equitable July 2012 - Present
AXA Equitable January 2009 - Present
AXA Equitable Life Insurance Company January 2000 - Present
AXA Equitable September 2003 - January 2009
AXA-Equitable September 2000 - September 2003
New York Life September 1997 - September 1999
New York Life Insurance Company January 1979 - January 1999
New York Life April 1992 - August 1994
Skills
Analysis, FINRA, Financial Services, Fixed Annuities, Investments, Life Insurance, Management, Marketing, Risk Management, Sales, Series 6, Business Analysis, Insurance, Mutual Funds, Project Management, Vendor Management, Finance, Process Improvement
Education
Fordham University 1974 — 1978
Bachelor of Arts; Academic Diploma, Economics
Pomfret School 1971 — 1974
Academic
AXA Equitable April 2013 - Present
AXA Equitable July 2012 - Present
AXA Equitable January 2009 - Present
AXA Equitable Life Insurance Company January 2000 - Present
AXA Equitable September 2003 - January 2009
AXA-Equitable September 2000 - September 2003
New York Life September 1997 - September 1999
New York Life Insurance Company January 1979 - January 1999
New York Life April 1992 - August 1994
Skills
Analysis, FINRA, Financial Services, Fixed Annuities, Investments, Life Insurance, Management, Marketing, Risk Management, Sales, Series 6, Business Analysis, Insurance, Mutual Funds, Project Management, Vendor Management, Finance, Process Improvement
Education
Fordham University 1974 — 1978
Bachelor of Arts; Academic Diploma, Economics
Pomfret School 1971 — 1974
Academic
Talon Ross Talon Ross's New York Life Insurance Company Experience March 2012 - October 2012
Job Account Services Representative at Se2
Industry Financial Services
Experience
se² November 2012 - Present
Kansas Army National Guard October 2006 - Present
New York Life Insurance Company March 2012 - October 2012
Blue Sky Satellite December 2008 - March 2012
US Army November 2000 - November 2004
Skills
Retirement Planning, Life Insurance, College Savings Plans, IRAs, Fixed Annuities, Long Term Care Insurance, Wealth Accumulation, Investments, 401k Rollovers
Education
Liberty University 2011 — 2014
Master of Business Administration (MBA)
Liberty University 2009 — 2010
Bachelor's degree, Business/Commerce, General
Washburn University 2007 — 2008
Business/Commerce, General
Fort Lewis College 2005 — 2006
Accounting
se² November 2012 - Present
Kansas Army National Guard October 2006 - Present
New York Life Insurance Company March 2012 - October 2012
Blue Sky Satellite December 2008 - March 2012
US Army November 2000 - November 2004
Skills
Retirement Planning, Life Insurance, College Savings Plans, IRAs, Fixed Annuities, Long Term Care Insurance, Wealth Accumulation, Investments, 401k Rollovers
Education
Liberty University 2011 — 2014
Master of Business Administration (MBA)
Liberty University 2009 — 2010
Bachelor's degree, Business/Commerce, General
Washburn University 2007 — 2008
Business/Commerce, General
Fort Lewis College 2005 — 2006
Accounting
Ray Angelori Ray Angelori's New York Life Insurance Company Experience December 2008 - March 2010
Job Computer & Proj. Mgmt. Consultant at MidRose Tech
Industry Information Technology and Services
Experience
MidRose Tech October 2011 - Present
Cablevision March 2010 - October 2011
New York Life Insurance Company December 2008 - March 2010
WingTip, Inc. January 2004 - January 2010
Freewheel, Inc. January 2001 - January 2004
Angco Data, Inc. January 1998 - January 2001
Monroe College September 1995 - May 1999
Self-Employed January 1989 - January 1998
Citi January 1986 - January 1989
Skills
Telecommunications, Project Management, Solution Selling, Managed Services, Software Installation, Computer Network..., Software Project..., Sales Management, Security, Unified Communications, Broadband, Computer Hardware, Operating Systems, Networking, PRI, SIP Trunking, VoIP, Metro Ethernet, MPLS, T1, Hosted Services, Software Design, Management Consulting, Operations Management, Leadership Development, Instructor-led Training, B2B, Management, IT Solutions, Mac, PC building, Customer Service, Sales
Education
Walden University 2011 — 2015
Doctor of Philosophy (Ph.D.), Management with a concentration in IT
Manhattan College 1986 — 1989
Master of Business Administration (MBA), Information Technology
Fordham University 1981 — 1985
Bachelor's of Science (BS), Computer Science
MidRose Tech October 2011 - Present
Cablevision March 2010 - October 2011
New York Life Insurance Company December 2008 - March 2010
WingTip, Inc. January 2004 - January 2010
Freewheel, Inc. January 2001 - January 2004
Angco Data, Inc. January 1998 - January 2001
Monroe College September 1995 - May 1999
Self-Employed January 1989 - January 1998
Citi January 1986 - January 1989
Skills
Telecommunications, Project Management, Solution Selling, Managed Services, Software Installation, Computer Network..., Software Project..., Sales Management, Security, Unified Communications, Broadband, Computer Hardware, Operating Systems, Networking, PRI, SIP Trunking, VoIP, Metro Ethernet, MPLS, T1, Hosted Services, Software Design, Management Consulting, Operations Management, Leadership Development, Instructor-led Training, B2B, Management, IT Solutions, Mac, PC building, Customer Service, Sales
Education
Walden University 2011 — 2015
Doctor of Philosophy (Ph.D.), Management with a concentration in IT
Manhattan College 1986 — 1989
Master of Business Administration (MBA), Information Technology
Fordham University 1981 — 1985
Bachelor's of Science (BS), Computer Science
Edward Smith's New York Life Insurance Company Experience April 2006 - July 2008
Job Assistant Vice President Compliance at Partners Group
Industry Investment Management
Experience
Partners Group September 2013 - Present
Cordium June 2012 - August 2013
Lyxor Asset Management September 2011 - June 2012
Chambers of the Hon. Carolyn E. Demarest, Supreme Court of the State of NY, Commercial Division January 2011 - April 2011
Legal Services of the Hudson Valley May 2010 - August 2010
Cardozo Bet Tzedek Legal Services August 2009 - May 2010
Chambers for the Hon. Laura Jacobson, Supreme Court of the State of NY, Civil Term June 2009 - August 2009
New York Life Insurance Company April 2006 - July 2008
ING June 2005 - March 2006
Skills
Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Compliance, Client Communication, Legal Services, Operational Due..., Legal Assistance, Policy, Government, Securities Regulation, Due Diligence, Policy Analysis, Research, Corporate Law, Corporate Governance, Private Equity, FINRA, Arbitration
Education
Benjamin N. Cardozo School of Law 2008 — 2011
Juris Doctor, Concentrations in Litigation and Corporate Law
Fordham University 2001 — 2005
B.A., Political Science
Partners Group September 2013 - Present
Cordium June 2012 - August 2013
Lyxor Asset Management September 2011 - June 2012
Chambers of the Hon. Carolyn E. Demarest, Supreme Court of the State of NY, Commercial Division January 2011 - April 2011
Legal Services of the Hudson Valley May 2010 - August 2010
Cardozo Bet Tzedek Legal Services August 2009 - May 2010
Chambers for the Hon. Laura Jacobson, Supreme Court of the State of NY, Civil Term June 2009 - August 2009
New York Life Insurance Company April 2006 - July 2008
ING June 2005 - March 2006
Skills
Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Compliance, Client Communication, Legal Services, Operational Due..., Legal Assistance, Policy, Government, Securities Regulation, Due Diligence, Policy Analysis, Research, Corporate Law, Corporate Governance, Private Equity, FINRA, Arbitration
Education
Benjamin N. Cardozo School of Law 2008 — 2011
Juris Doctor, Concentrations in Litigation and Corporate Law
Fordham University 2001 — 2005
B.A., Political Science
Xueting(Tina) Pan Xueting(Tina) Pan's New York Life Insurance Company Experience October 2013 - March 2014
Job Treasury Analyst, CPA track, MSA at Fordham University
Industry Accounting
Experience
World Business Lenders, LLC December 2014 - Present
World Business Lenders, LLC August 2014 - December 2014
New York Life Insurance Company October 2013 - March 2014
The Financial Clinic February 2013 - April 2013
qunar.com February 2012 - May 2012
PwC July 2011 - August 2011
Skills
Financial Analysis, Accounting, Financial Accounting, Tax, Microsoft Excel, Financial Reporting, QuickBooks, Tax Preparation, Income Tax, Auditing, GAAP, PowerPoint, Tax Returns, Financial Statements, Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Accounting
University of Science and Technology Beijing 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.57, GMAT 740/800
World Business Lenders, LLC December 2014 - Present
World Business Lenders, LLC August 2014 - December 2014
New York Life Insurance Company October 2013 - March 2014
The Financial Clinic February 2013 - April 2013
qunar.com February 2012 - May 2012
PwC July 2011 - August 2011
Skills
Financial Analysis, Accounting, Financial Accounting, Tax, Microsoft Excel, Financial Reporting, QuickBooks, Tax Preparation, Income Tax, Auditing, GAAP, PowerPoint, Tax Returns, Financial Statements, Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Accounting
University of Science and Technology Beijing 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.57, GMAT 740/800
Cindy De La Rosa Cindy De La Rosa's New York Life Insurance Company Experience May 2012 - August 2012
Job Coordinator, Business Development & Strategic Partnerships at New York Road Runners
Industry Marketing and Advertising
Experience
New York Road Runners April 2015 - Present
New York Road Runners March 2015 - April 2015
New York Mets January 2015 - January 2015
New York Mets September 2013 - September 2014
Gabelli School of Business - Fordham University January 2013 - May 2014
The Strategic Agency May 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Gabelli School of Business- Fordham University September 2011 - May 2012
Key Foods January 2011 - June 2011
Skills
Spanish, Italian Proficienct, Microsoft Office, AutoCAD, Lotus Notes, Twitter, Tumblr, Facebook, Skype, Social Media Marketing, Marketing, Editing, PowerPoint, Time Management, Advertising, Microsoft Word, Social Networking, Public Speaking, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science, Marketing, Cumulative GPA: 3.74, Major GPA: 3.93
Fordham London Centre 2012 — 2012
Study Abroad, Semester GPA: 3.802
Bronx High School of Science 2006 — 2010
High School Diploma
Tuck School of Business at Dartmouth 2009 — 2009
LEAD Summer Business Institute
New York Road Runners April 2015 - Present
New York Road Runners March 2015 - April 2015
New York Mets January 2015 - January 2015
New York Mets September 2013 - September 2014
Gabelli School of Business - Fordham University January 2013 - May 2014
The Strategic Agency May 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Gabelli School of Business- Fordham University September 2011 - May 2012
Key Foods January 2011 - June 2011
Skills
Spanish, Italian Proficienct, Microsoft Office, AutoCAD, Lotus Notes, Twitter, Tumblr, Facebook, Skype, Social Media Marketing, Marketing, Editing, PowerPoint, Time Management, Advertising, Microsoft Word, Social Networking, Public Speaking, Microsoft Excel
Education
Fordham University 2010 — 2014
Bachelor of Science, Marketing, Cumulative GPA: 3.74, Major GPA: 3.93
Fordham London Centre 2012 — 2012
Study Abroad, Semester GPA: 3.802
Bronx High School of Science 2006 — 2010
High School Diploma
Tuck School of Business at Dartmouth 2009 — 2009
LEAD Summer Business Institute
Andrew Yacyshyn's New York Life Insurance Company Experience May 2014 - May 2015
Job Law Clerk at Tannenbaum Helpern Syracuse & Hirschtritt LLP
Industry Law Practice
Experience
Tannenbaum Helpern Syracuse & Hirschtritt LLP May 2015 - Present
New York Life Insurance Company May 2014 - May 2015
Morris Duffy Alonso and Faley June 2013 - May 2014
Rockland County Public Defender's Office June 2012 - August 2012
The Roth Law Firm PLLC September 2011 - April 2012
UBS Wealth Management September 2010 - June 2011
Skills
MS Office Suite, Excel, Word, PowerPoint, Microsoft Office, Research, Outlook, LexisNexis, Westlaw, Microsoft Word, Microsoft Excel, Public Speaking, Legal Writing, Spanish, Lexis, Litigation, Document Review, Civil Litigation, Legal Research
Education
Fordham University School of Law 2013 — 2015
Doctor of Law (JD)
St. John's University School of Law 2012 — 2013
Fordham University 2008 — 2012
Bachelor of Science, Business Administration- Finance, Economics, Business Law
Tannenbaum Helpern Syracuse & Hirschtritt LLP May 2015 - Present
New York Life Insurance Company May 2014 - May 2015
Morris Duffy Alonso and Faley June 2013 - May 2014
Rockland County Public Defender's Office June 2012 - August 2012
The Roth Law Firm PLLC September 2011 - April 2012
UBS Wealth Management September 2010 - June 2011
Skills
MS Office Suite, Excel, Word, PowerPoint, Microsoft Office, Research, Outlook, LexisNexis, Westlaw, Microsoft Word, Microsoft Excel, Public Speaking, Legal Writing, Spanish, Lexis, Litigation, Document Review, Civil Litigation, Legal Research
Education
Fordham University School of Law 2013 — 2015
Doctor of Law (JD)
St. John's University School of Law 2012 — 2013
Fordham University 2008 — 2012
Bachelor of Science, Business Administration- Finance, Economics, Business Law
Jonathan Aldebot's New York Life Insurance Company Experience September 2013 - December 2014
Job Licensed Sales Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - December 2014
My Roaming Studios January 2013 - October 2013
Site Optimized October 2011 - December 2012
Big Guy Media, Inc. August 2010 - December 2011
Sidejob Productions, LLC. January 2009 - November 2011
Tumi October 2004 - June 2010
Skills
Final Cut Pro, Film Production, Small Business, Video Production, Video, Camera, Film, Short Films, Digital Media, Blogging, Entertainment, Editing, Photography, Broadcast, Licensed Life Insurance..., Microsoft Word, Independent Film, Film Editing, Television, Gifting Strategies, Protection..., Retirement planning, Web Marketing Strategy, Social Media, Social Media Marketing, WordPress, Microsoft Office
Education
State University of New York at Buffalo 2000 — 2003
BFA, Media Studies
Fordham University 1998 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Mount Saint Michael Academy 1994 — 1998
High School Diploma, General Education
New York Life Insurance Company September 2013 - December 2014
My Roaming Studios January 2013 - October 2013
Site Optimized October 2011 - December 2012
Big Guy Media, Inc. August 2010 - December 2011
Sidejob Productions, LLC. January 2009 - November 2011
Tumi October 2004 - June 2010
Skills
Final Cut Pro, Film Production, Small Business, Video Production, Video, Camera, Film, Short Films, Digital Media, Blogging, Entertainment, Editing, Photography, Broadcast, Licensed Life Insurance..., Microsoft Word, Independent Film, Film Editing, Television, Gifting Strategies, Protection..., Retirement planning, Web Marketing Strategy, Social Media, Social Media Marketing, WordPress, Microsoft Office
Education
State University of New York at Buffalo 2000 — 2003
BFA, Media Studies
Fordham University 1998 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Mount Saint Michael Academy 1994 — 1998
High School Diploma, General Education
Jeremiah Meiners Jeremiah Meiners's New York Life Insurance Company Experience May 2013 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
JPM Instruction June 2010 - May 2013
Houston Astros Baseball Club June 2010 - February 2013
Coakley Williams Construction April 2010 - March 2012
Skills
Managerial Skills, Team Building, Team Leadership, Fitness, Microsoft Excel, Energy, Precise, Financial Modeling, Diligent, Customer Service, Budgets, PowerPoint
Education
Francis Marion University 2007 — 2010
B.B.A, Business Marketing
St. Alban’s Episcopal High School 2002 — 2006
New York Life Insurance Company May 2013 - Present
JPM Instruction June 2010 - May 2013
Houston Astros Baseball Club June 2010 - February 2013
Coakley Williams Construction April 2010 - March 2012
Skills
Managerial Skills, Team Building, Team Leadership, Fitness, Microsoft Excel, Energy, Precise, Financial Modeling, Diligent, Customer Service, Budgets, PowerPoint
Education
Francis Marion University 2007 — 2010
B.B.A, Business Marketing
St. Alban’s Episcopal High School 2002 — 2006
Brandon Ackers Brandon Ackers's New York Life Insurance Company Experience August 2010 - April 2011
Job Independent CAT Adjuster at Catastrophe Claims Adjuster
Industry Financial Services
Experience
Self Empolyed April 2011 - Present
New York Life Insurance Company August 2010 - April 2011
Real Estate Investment 2005 - 2010
Whitefish Lake Golf Club March 2007 - October 2009
GMAC Mortgage 2005 - 2006
Big Mountain Golf Club 2004 - 2005
Eagle Springs Golf Club 1997 - 2004
Onion Creek Golf Club 1995 - 1997
El Paso Country Club 1993 - 1995
Skills
Attention to detail is...
Education
New Mexico State University 1993 — 1995
Marketing, Professional Golf Management, PGA
Fort Lewis College 1990 — 1993
Finance, Economics
Coronado High School 1988 — 1990
Self Empolyed April 2011 - Present
New York Life Insurance Company August 2010 - April 2011
Real Estate Investment 2005 - 2010
Whitefish Lake Golf Club March 2007 - October 2009
GMAC Mortgage 2005 - 2006
Big Mountain Golf Club 2004 - 2005
Eagle Springs Golf Club 1997 - 2004
Onion Creek Golf Club 1995 - 1997
El Paso Country Club 1993 - 1995
Skills
Attention to detail is...
Education
New Mexico State University 1993 — 1995
Marketing, Professional Golf Management, PGA
Fort Lewis College 1990 — 1993
Finance, Economics
Coronado High School 1988 — 1990
Craig Marley Craig Marley's New York Life Insurance Company Experience March 2010 - September 2012
Job Marketing Consultant at MEDITECH
Industry Hospital & Health Care
Experience
MEDITECH September 2012 - Present
Matthew John Whittaill Lodge, A.F. & A.M. September 2011 - Present
New York Life Insurance Company March 2010 - September 2012
Ryder System, Inc. August 2007 - March 2010
United States Marine Corps February 2001 - February 2009
MassDevelopment September 2006 - August 2007
Education
Framingham State College 2004 — 2009
BA, Buisness
University of Massachusetts Dartmouth 2000 — 2001
Marine Biology
MEDITECH September 2012 - Present
Matthew John Whittaill Lodge, A.F. & A.M. September 2011 - Present
New York Life Insurance Company March 2010 - September 2012
Ryder System, Inc. August 2007 - March 2010
United States Marine Corps February 2001 - February 2009
MassDevelopment September 2006 - August 2007
Education
Framingham State College 2004 — 2009
BA, Buisness
University of Massachusetts Dartmouth 2000 — 2001
Marine Biology
Nelson J. Rodriguez, MBA's New York Life Insurance Company Experience June 2012 - Present
Job Devoted Financial Services Professional assisting Families and Business Owners to develop a sound financial strategy
Industry Insurance
Experience
Hartford Foundation for Public Giving January 2015 - Present
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Fund For Greater Hartford February 2014 - Present
International Hartford January 2014 - Present
The Knox Foundation January 2014 - Present
Skills
Insurance, Life Insurance, 401(k) Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection Planning /..., Wealth Preservation..., Training, Management, Sales, Retirement, Analysis, Fixed Annuities, Term Life Insurance, Leadership, Whole Life, Asset Management, Disability Insurance, Financial Services, Employee Benefits, Investments, Long Term Care Insurance, 401k, Series 6, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Long-term Care
Education
Fordham University 1994 — 1998
B.S., Finance
University of Phoenix 2006 — 2008
MBA, Management
Hartford Foundation for Public Giving January 2015 - Present
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Fund For Greater Hartford February 2014 - Present
International Hartford January 2014 - Present
The Knox Foundation January 2014 - Present
Skills
Insurance, Life Insurance, 401(k) Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection Planning /..., Wealth Preservation..., Training, Management, Sales, Retirement, Analysis, Fixed Annuities, Term Life Insurance, Leadership, Whole Life, Asset Management, Disability Insurance, Financial Services, Employee Benefits, Investments, Long Term Care Insurance, 401k, Series 6, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Long-term Care
Education
Fordham University 1994 — 1998
B.S., Finance
University of Phoenix 2006 — 2008
MBA, Management
Daniel A. Jack, JD, MBA's New York Life Insurance Company Experience February 2002 - August 2007
Job President, Premium Insights, LLC
Industry Financial Services
Experience
Premium Insights, LLC January 2008 - Present
New York Life Insurance Company February 2002 - August 2007
Jackson National Life October 1998 - May 2001
Skills
Public Speaking, Fixed Annuities, Securities, Insurance, Political Campaigns, Public Policy, Estate Planning, Fundraising, Retirement Planning, Public Relations, Securities Regulation, Politics, Speech Writing, Mutual Funds, Management Consulting, Investments, Legal Research, Retirement, Small Business, Media Relations, Policy Analysis, Financial Advisory, Policy, Nonprofits, Legislative Relations, Legal Writing, Strategic Communications, Management, Disability Insurance, Life Insurance, Event Planning, Wealth, Government, Long-term Care, Strategic Planning, Asset Management, Grassroots Organizing, Wealth Management, Political Consulting, Financial Services, Marketing
Education
Friends University 2005 — 2007
Master of Business Administration, Business
University of Kansas 1994 — 1998
Bachelor of General Studies, U.S. History
Washburn University School of Law
Doctor of Law (J.D.), Law
Premium Insights, LLC January 2008 - Present
New York Life Insurance Company February 2002 - August 2007
Jackson National Life October 1998 - May 2001
Skills
Public Speaking, Fixed Annuities, Securities, Insurance, Political Campaigns, Public Policy, Estate Planning, Fundraising, Retirement Planning, Public Relations, Securities Regulation, Politics, Speech Writing, Mutual Funds, Management Consulting, Investments, Legal Research, Retirement, Small Business, Media Relations, Policy Analysis, Financial Advisory, Policy, Nonprofits, Legislative Relations, Legal Writing, Strategic Communications, Management, Disability Insurance, Life Insurance, Event Planning, Wealth, Government, Long-term Care, Strategic Planning, Asset Management, Grassroots Organizing, Wealth Management, Political Consulting, Financial Services, Marketing
Education
Friends University 2005 — 2007
Master of Business Administration, Business
University of Kansas 1994 — 1998
Bachelor of General Studies, U.S. History
Washburn University School of Law
Doctor of Law (J.D.), Law
Gaston Cignetti, LUTCF Gaston Cignetti, LUTCF's New York Life Insurance Company Experience May 2006 - July 2013
Job Insurance Broker at DLL Insurance Agency
Industry Insurance
Experience
DLL Insurance Agency July 2014 - Present
Cignetti Insurance Solutions and Financial Services January 2012 - Present
Fresno Hispanic Foundation / Fresno Downtown Business Hub January 2004 - Present
California Association of Agricultural Labor January 2013 - Present
SKA Financial Services January 2012 - July 2014
New York Life Insurance Company May 2006 - July 2013
New York Life Insurance Company September 2008 - December 2011
Skills
Wealth Accumulation, Fixed Annuities, Life Insurance, Investments, Mutual Funds, Retirement, Buy-sell Agreements, IRAs, Disability Insurance, Insurance, Employee Benefits, Retirement Planning, Finance, Long Term Care Insurance, Pensions, Leadership, Financial Services, Long-term Care, Securities, Personal Finance
Education
Fresno Pacific University 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
DLL Insurance Agency July 2014 - Present
Cignetti Insurance Solutions and Financial Services January 2012 - Present
Fresno Hispanic Foundation / Fresno Downtown Business Hub January 2004 - Present
California Association of Agricultural Labor January 2013 - Present
SKA Financial Services January 2012 - July 2014
New York Life Insurance Company May 2006 - July 2013
New York Life Insurance Company September 2008 - December 2011
Skills
Wealth Accumulation, Fixed Annuities, Life Insurance, Investments, Mutual Funds, Retirement, Buy-sell Agreements, IRAs, Disability Insurance, Insurance, Employee Benefits, Retirement Planning, Finance, Long Term Care Insurance, Pensions, Leadership, Financial Services, Long-term Care, Securities, Personal Finance
Education
Fresno Pacific University 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
Stephanie Stefanick's New York Life Insurance Company Experience February 2011 - September 2011
Job City Operations Manager
Industry Automotive
Experience
Hertz November 2013 - Present
Hertz September 2011 - November 2013
New York Life Insurance Company February 2011 - September 2011
Enterprise Rent-A-Car January 2006 - January 2011
NY Title October 2006 - May 2007
Tri-State Financial December 2005 - May 2006
Skills
Sales Management, Process Improvement, Direct Operating..., Problem Solving, Customer Service..., Microsoft Excel, Profit Statement..., Inventory Management, Motivation, Innovation, Creative Solutions, Facilities Management, Training, Vendor Relationships, Product Marketing, Business Relationship..., Networking, Leadership, Management, New Business Development, Customer Service, Time Management, Account Management, Sales, Team Building, Customer Satisfaction, Strategic Planning, Marketing, Operations Management, Team Leadership, Budgets, Forecasting, Negotiation, Business Development, Insurance, Cold Calling, Customer Retention, Sales Process, Building Relationships, Business Planning, Coaching, Income Statement, Recruiting, Sales Operations, Strategic Financial...
Education
Fordham University 2002 — 2006
BS, Business
Herbert H Lehman High School 2002 — 2006
Regents Diploma, Business
Hertz November 2013 - Present
Hertz September 2011 - November 2013
New York Life Insurance Company February 2011 - September 2011
Enterprise Rent-A-Car January 2006 - January 2011
NY Title October 2006 - May 2007
Tri-State Financial December 2005 - May 2006
Skills
Sales Management, Process Improvement, Direct Operating..., Problem Solving, Customer Service..., Microsoft Excel, Profit Statement..., Inventory Management, Motivation, Innovation, Creative Solutions, Facilities Management, Training, Vendor Relationships, Product Marketing, Business Relationship..., Networking, Leadership, Management, New Business Development, Customer Service, Time Management, Account Management, Sales, Team Building, Customer Satisfaction, Strategic Planning, Marketing, Operations Management, Team Leadership, Budgets, Forecasting, Negotiation, Business Development, Insurance, Cold Calling, Customer Retention, Sales Process, Building Relationships, Business Planning, Coaching, Income Statement, Recruiting, Sales Operations, Strategic Financial...
Education
Fordham University 2002 — 2006
BS, Business
Herbert H Lehman High School 2002 — 2006
Regents Diploma, Business
Randy Lacen Randy Lacen's New York Life Insurance Company Experience May 2008 - May 2009
Job I have 2 jobs... Line Cook at MSG as well as Telephone Interviewer at OpinionSite
Industry Financial Services
Experience
Universal Survey Center June 2015 - Present
The Madison Square Garden Company October 2014 - Present
The Goodkind Group, LLC December 2013 - Present
Seeking Alpha April 2012 - Present
MOSAIC THEORIES November 2008 - Present
Global Contact Services (GCS) March 2013 - September 2013
NYC DEPT OF PARKS AND REC August 2012 - March 2013
New York Life Insurance Company May 2008 - May 2009
G & T CAPITAL INC March 2007 - March 2008
Skills
Six-Sigma Green Belt..., Armed Forces..., Investments, Equities, Options, Alternative Investments, Portfolio Management, Fixed Income, Bloomberg Terminal, Series 63, Series 7, Mutual Funds, Bloomberg, Financial Statement..., Strategic Financial..., Financial Analysis, Wealth Management
Education
Fordham University 2008 — 2012
B.S; of, Finance
Monroe College 2007 — 2008
A.A.S, Accounting
Universal Survey Center June 2015 - Present
The Madison Square Garden Company October 2014 - Present
The Goodkind Group, LLC December 2013 - Present
Seeking Alpha April 2012 - Present
MOSAIC THEORIES November 2008 - Present
Global Contact Services (GCS) March 2013 - September 2013
NYC DEPT OF PARKS AND REC August 2012 - March 2013
New York Life Insurance Company May 2008 - May 2009
G & T CAPITAL INC March 2007 - March 2008
Skills
Six-Sigma Green Belt..., Armed Forces..., Investments, Equities, Options, Alternative Investments, Portfolio Management, Fixed Income, Bloomberg Terminal, Series 63, Series 7, Mutual Funds, Bloomberg, Financial Statement..., Strategic Financial..., Financial Analysis, Wealth Management
Education
Fordham University 2008 — 2012
B.S; of, Finance
Monroe College 2007 — 2008
A.A.S, Accounting
Chris J. Grimes, CFP® Chris J. Grimes, CFP®'s New York Life Insurance Company Experience January 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Eagle Strategies, LLC
Industry Financial Services
Experience
Five Peaks Capital Group, LLC. November 2014 - Present
Eagle Strategies, LLC January 2013 - Present
New York Life Insurance Company January 2011 - Present
Charles Schwab July 2006 - January 2011
Vail Resorts August 2002 - May 2006
Skills
Strategic Financial..., Mutual Funds, Investments, Customer Service, Insurance, Finance, Retirement, Leadership, IRAs, Financial Services, Strategy, Financial Planning, Portfolio Management, Asset Allocation, Training, Fixed Annuities, Financial Markets, Retirement Planning, Small Business
Education
The American College 2009 — 2012
Certified Financial Planner education
University of Colorado Denver 2005 — 2008
Bachelors of Science, Business Administration Emphasis in Financial Management
Fort Lewis College 2004 — 2005
Progress toward BS in Business
Bear Creek High School 2000 — 2004
High School Diploma
Five Peaks Capital Group, LLC. November 2014 - Present
Eagle Strategies, LLC January 2013 - Present
New York Life Insurance Company January 2011 - Present
Charles Schwab July 2006 - January 2011
Vail Resorts August 2002 - May 2006
Skills
Strategic Financial..., Mutual Funds, Investments, Customer Service, Insurance, Finance, Retirement, Leadership, IRAs, Financial Services, Strategy, Financial Planning, Portfolio Management, Asset Allocation, Training, Fixed Annuities, Financial Markets, Retirement Planning, Small Business
Education
The American College 2009 — 2012
Certified Financial Planner education
University of Colorado Denver 2005 — 2008
Bachelors of Science, Business Administration Emphasis in Financial Management
Fort Lewis College 2004 — 2005
Progress toward BS in Business
Bear Creek High School 2000 — 2004
High School Diploma
Lory Messina Lory Messina's New York Life Insurance Company Experience 2009 - 2010
Job Energy Management Systems Consultant
Industry Renewables & Environment
Experience
ASTEC Re-ply Roofing Senior Account ExecutiveAtlantech SolarJune 2011 - Present
Inverters Unlimited Inc., 2010 - 2011
New York Life Insurance Company 2009 - 2010
American Digital Services 2008 - 2009
AXA Advisors 2007 - 2008
nfrastructure technologies, inc. 2005 - 2007
MCI, Inc 2001 - 2005
GE CR&D 1997 - 1998
Skills
Management, Sales, Strategic Planning, Training, Security, Telecommunications, Customer Satisfaction, Networking, Team Leadership, Customer Service, Leadership, Negotiation, Public Speaking, Business Development, New Business Development, Selling, Strategy, B2B, Team Building, CRM, Analysis
Education
Fordham University 1965 — 1973
B.A.
Fordam University 1965 — 1969
B.A. English
ASTEC Re-ply Roofing Senior Account ExecutiveAtlantech SolarJune 2011 - Present
Inverters Unlimited Inc., 2010 - 2011
New York Life Insurance Company 2009 - 2010
American Digital Services 2008 - 2009
AXA Advisors 2007 - 2008
nfrastructure technologies, inc. 2005 - 2007
MCI, Inc 2001 - 2005
GE CR&D 1997 - 1998
Skills
Management, Sales, Strategic Planning, Training, Security, Telecommunications, Customer Satisfaction, Networking, Team Leadership, Customer Service, Leadership, Negotiation, Public Speaking, Business Development, New Business Development, Selling, Strategy, B2B, Team Building, CRM, Analysis
Education
Fordham University 1965 — 1973
B.A.
Fordam University 1965 — 1969
B.A. English
Janice Bennett Janice Bennett's New York Life Insurance Company Experience February 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
Timothy Rozzell's New York Life Insurance Company Experience December 2014 - Present
Job Dedicated Financial Services Professional helping business owners and families in the Greater Wichita area
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
Tabor College June 2013 - December 2014
Cheddar's Casual Cafe January 2010 - August 2012
LSI Corporation June 2008 - January 2009
Skills
Financial Services, Retirement Planning, Risk Management, Estate Planning, Marketing, Public Speaking, Business Planning, Retirement, Customer Service, Investments, Microsoft Excel, Management, Sales, Insurance, Social Media, Microsoft Office, Finance, Leadership
Education
Tabor College 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
Tabor College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics
Friends University 2007 — 2010
Mathematics and Computer Science
Andover High School 2003 — 2007
High School
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
Tabor College June 2013 - December 2014
Cheddar's Casual Cafe January 2010 - August 2012
LSI Corporation June 2008 - January 2009
Skills
Financial Services, Retirement Planning, Risk Management, Estate Planning, Marketing, Public Speaking, Business Planning, Retirement, Customer Service, Investments, Microsoft Excel, Management, Sales, Insurance, Social Media, Microsoft Office, Finance, Leadership
Education
Tabor College 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
Tabor College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics
Friends University 2007 — 2010
Mathematics and Computer Science
Andover High School 2003 — 2007
High School
Edward Donnelly's New York Life Insurance Company Experience 2004 - 2011
Job National Account Director Pharma Compliance Group
Industry Security and Investigations
Experience
The Pharma Compliance Group July 2014 - Present
Electronic Tracking Systems February 2014 - December 2014
Northwestern Mutual January 2012 - January 2014
New York Life Insurance Company 2004 - 2011
ADT 1993 - 2000
Skills
Insurance, Sales, Financial Services, Sports Coaching, Life Insurance, Investments, Retirement Planning, Disability Insurance
Education
Framingham State University 1982 — 2003
BS, psychology
The Pharma Compliance Group July 2014 - Present
Electronic Tracking Systems February 2014 - December 2014
Northwestern Mutual January 2012 - January 2014
New York Life Insurance Company 2004 - 2011
ADT 1993 - 2000
Skills
Insurance, Sales, Financial Services, Sports Coaching, Life Insurance, Investments, Retirement Planning, Disability Insurance
Education
Framingham State University 1982 — 2003
BS, psychology
D. Mark Carlson D. Mark Carlson's New York Life Insurance Company Experience March 2011 - June 2011
Job Investor Specific Team at Specialized Loan Servicing LLC
Industry Financial Services
Experience
Specialized Loan Servicing LLCy November 2011 - July 2013
New York Life Insurance Company March 2011 - June 2011
Stevinson Chevrolet Inc March 1993 - October 2010
Skills
Insurance, Life Insurance, Sales Management, Fixed Annuities, Mutual Funds, Strategic Financial..., New Business Development, Sales, Account Management, Mortgage Servicing
Education
Front Range Community College
Business Management
Specialized Loan Servicing LLCy November 2011 - July 2013
New York Life Insurance Company March 2011 - June 2011
Stevinson Chevrolet Inc March 1993 - October 2010
Skills
Insurance, Life Insurance, Sales Management, Fixed Annuities, Mutual Funds, Strategic Financial..., New Business Development, Sales, Account Management, Mortgage Servicing
Education
Front Range Community College
Business Management
Felicia Hoynacki Felicia Hoynacki's New York Life Insurance Company Experience 2012 - 2013
Job Health Insurance; Benefits for employees; supplemental insurance
Industry Insurance
Experience
Felicia Hoynacki October 2013 - Present
AFLAC American Family Life Assurance Company January 2008 - Present
Hoynacki Kettle Korn June 2003 - Present
Ayusa May 2012 - September 2013
New York Life Insurance Company 2012 - 2013
Farmers Market at St Paul Amherst June 2010 - October 2012
USA Benefits Group November 2011 - March 2012
Continental Airlines April 1998 - September 2001
ATO Ticket January 2000 - January 2001
Wahl Physical Therapy January 1999 - January 1999
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Customer Service, Fixed Annuities, Health Insurance, Term Life Insurance, Retirement Planning, Small Business, Coaching, Training, Program Management, Fundraising, Retirement, Whole Life, Medicare, Community Outreach, Long Term Care Insurance, Team Building, Leadership Development, Accident, Sales, Long-term Care, Budgets, Leadership, Strategic Planning, Universal Life, Marketing, Nonprofits, Administration, Event Planning
Education
Southern New Hampshire University 2006 — 2011
BS/Business Marketing, Business/Marketing
Hesser College 2004 — 2005
Business
Franklin Pierce College 2003 — 2004
Business
Atlantic/Cape Community College 2001 — 2003
Business
Continental Airlines Training, EWR/IAH/LAX training centers 2000 — 2001
World connections, other cultures and ways!
Glendale & Phoenix Community Colleges Arizona 1979 — 1982
General studies
Lawndale High School 1974 — 1978
High school graduate, Administrative Assistant and Secretarial Science, General
Felicia Hoynacki October 2013 - Present
AFLAC American Family Life Assurance Company January 2008 - Present
Hoynacki Kettle Korn June 2003 - Present
Ayusa May 2012 - September 2013
New York Life Insurance Company 2012 - 2013
Farmers Market at St Paul Amherst June 2010 - October 2012
USA Benefits Group November 2011 - March 2012
Continental Airlines April 1998 - September 2001
ATO Ticket January 2000 - January 2001
Wahl Physical Therapy January 1999 - January 1999
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Customer Service, Fixed Annuities, Health Insurance, Term Life Insurance, Retirement Planning, Small Business, Coaching, Training, Program Management, Fundraising, Retirement, Whole Life, Medicare, Community Outreach, Long Term Care Insurance, Team Building, Leadership Development, Accident, Sales, Long-term Care, Budgets, Leadership, Strategic Planning, Universal Life, Marketing, Nonprofits, Administration, Event Planning
Education
Southern New Hampshire University 2006 — 2011
BS/Business Marketing, Business/Marketing
Hesser College 2004 — 2005
Business
Franklin Pierce College 2003 — 2004
Business
Atlantic/Cape Community College 2001 — 2003
Business
Continental Airlines Training, EWR/IAH/LAX training centers 2000 — 2001
World connections, other cultures and ways!
Glendale & Phoenix Community Colleges Arizona 1979 — 1982
General studies
Lawndale High School 1974 — 1978
High school graduate, Administrative Assistant and Secretarial Science, General
Gerard Williams Jr. Gerard Williams Jr.'s New York Life Insurance Company Experience June 2014 - Present
Job Finance Associate with the Insurance Business Unit at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
MacKay Shields LLC. May 2013 - May 2014
New York Life Insurance Company May 2012 - August 2012
The New York Botanical Garden October 2011 - May 2012
Skills
iMovie, Bloomberg Terminal, FactSet, Microsoft Excel, PowerPoint
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration Major, Finance Concentration, Economics Minor, Value Investing Specialization
Fordham Preparatory School 2006 — 2010
New York Life Insurance Company June 2014 - Present
MacKay Shields LLC. May 2013 - May 2014
New York Life Insurance Company May 2012 - August 2012
The New York Botanical Garden October 2011 - May 2012
Skills
iMovie, Bloomberg Terminal, FactSet, Microsoft Excel, PowerPoint
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration Major, Finance Concentration, Economics Minor, Value Investing Specialization
Fordham Preparatory School 2006 — 2010
Nadine Vasquez Nadine Vasquez's New York Life Insurance Company Experience October 2014 - Present
Job Senior IT Auditor at New York Life
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Aeroflex February 2013 - November 2014
Brixmor Property Group, Inc August 2010 - February 2013
Ernst & Young LLP, CPA Firm September 2008 - February 2010
Ernst & Young LLP, CPA Firm July 2006 - July 2007
Skills
Auditing, Accounting, Internal Controls, SOX Compliancy, Financial Analysis, Business Process..., Internal Auditing, Customer Satisfaction, Real Estate, Assurance, Banking, Operational Excellence, Sarbanes-Oxley Act, GAAP, Internal Audit
Education
Adelphi University 2010 — 2014
Master of Business Administration (M.B.A.), Concentration in Finance
Fordham University 2004 — 2007
Bachelor of Science - College of Business Administration, Accounting
New York Life Insurance Company October 2014 - Present
Aeroflex February 2013 - November 2014
Brixmor Property Group, Inc August 2010 - February 2013
Ernst & Young LLP, CPA Firm September 2008 - February 2010
Ernst & Young LLP, CPA Firm July 2006 - July 2007
Skills
Auditing, Accounting, Internal Controls, SOX Compliancy, Financial Analysis, Business Process..., Internal Auditing, Customer Satisfaction, Real Estate, Assurance, Banking, Operational Excellence, Sarbanes-Oxley Act, GAAP, Internal Audit
Education
Adelphi University 2010 — 2014
Master of Business Administration (M.B.A.), Concentration in Finance
Fordham University 2004 — 2007
Bachelor of Science - College of Business Administration, Accounting
Elizabeth A. Bryson Elizabeth A. Bryson's New York Life Insurance Company Experience 1994 - 2008
Job Past President & Current Director at New York Women's Bar Association
Industry Law Practice
Experience
WBASNY 1996 - Present
New York Women's Bar Association (NYWBA) 1979 - Present
New York Life Insurance Company 1994 - 2008
New York Women's Bar Association (NYWBA) 2003 - 2005
Skills
Litigation, Legal Writing, Legal Research, Insurance Law, Courts, Arbitration, Mediation, Commercial Litigation, Westlaw, Civil Litigation, Intellectual Property, Administrative Law, Appeals, Corporate Law, Public Speaking, Appellate Practice
Education
Fordham University School of Law 1979 — 1983
J.D., Law
University of Washington 1972 — 1975
B.A., Sociology
WBASNY 1996 - Present
New York Women's Bar Association (NYWBA) 1979 - Present
New York Life Insurance Company 1994 - 2008
New York Women's Bar Association (NYWBA) 2003 - 2005
Skills
Litigation, Legal Writing, Legal Research, Insurance Law, Courts, Arbitration, Mediation, Commercial Litigation, Westlaw, Civil Litigation, Intellectual Property, Administrative Law, Appeals, Corporate Law, Public Speaking, Appellate Practice
Education
Fordham University School of Law 1979 — 1983
J.D., Law
University of Washington 1972 — 1975
B.A., Sociology
Greg Rosa's New York Life Insurance Company Experience January 2014 - Present
Job New York Life Agent
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Jer-Osa Organic Dairy December 2012 - Present
Susan B. Anthony List October 2012 - November 2012
Organic Valley September 2012 - October 2012
U.S. House of Representatives July 2012 - August 2012
Franciscan University of Steubenville August 2011 - May 2012
Skills
Public Speaking, Customer Service, Data Entry, Event Planning, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Team Building
Education
Franciscan University of Steubenville 2010 — 2013
Bachelor's degree, Business Administration and Management, General
Western Oregon University 2009 — 2010
New York Life Insurance Company January 2014 - Present
Jer-Osa Organic Dairy December 2012 - Present
Susan B. Anthony List October 2012 - November 2012
Organic Valley September 2012 - October 2012
U.S. House of Representatives July 2012 - August 2012
Franciscan University of Steubenville August 2011 - May 2012
Skills
Public Speaking, Customer Service, Data Entry, Event Planning, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Team Building
Education
Franciscan University of Steubenville 2010 — 2013
Bachelor's degree, Business Administration and Management, General
Western Oregon University 2009 — 2010
Michael DiBona's New York Life Insurance Company Experience July 2011 - August 2012
Job Manager, British Beer Company
Industry Hospitality
Experience
British Beer Company February 2015 - Present
British Beer Company March 2014 - February 2015
British Beer Company September 2013 - March 2014
Chicken Bone at Adesa May 2013 - September 2013
American Income Life August 2012 - January 2013
New York Life Insurance Company July 2011 - August 2012
Compass Consulting Group, LLC January 2010 - March 2011
COMSYS July 2008 - October 2009
Paychex,Inc May 2006 - June 2008
US Foodservice April 2004 - May 2006
Skills
Recruiting, Business Development, Technical Recruiting, Sales, Talent Acquisition, Internet Recruiting, Sourcing, Coaching, Customer Service, Employee Benefits, Leadership, Marketing, Entrepreneurship, Sales Operations, Strategic Planning
Education
Framingham State University 1988 — 1991
BA, Psychology
Belmont High School 1984 — 1987
Bachelor of Arts (BA), General Studies
British Beer Company February 2015 - Present
British Beer Company March 2014 - February 2015
British Beer Company September 2013 - March 2014
Chicken Bone at Adesa May 2013 - September 2013
American Income Life August 2012 - January 2013
New York Life Insurance Company July 2011 - August 2012
Compass Consulting Group, LLC January 2010 - March 2011
COMSYS July 2008 - October 2009
Paychex,Inc May 2006 - June 2008
US Foodservice April 2004 - May 2006
Skills
Recruiting, Business Development, Technical Recruiting, Sales, Talent Acquisition, Internet Recruiting, Sourcing, Coaching, Customer Service, Employee Benefits, Leadership, Marketing, Entrepreneurship, Sales Operations, Strategic Planning
Education
Framingham State University 1988 — 1991
BA, Psychology
Belmont High School 1984 — 1987
Bachelor of Arts (BA), General Studies
Madeline Sariol Madeline Sariol's New York Life Insurance Company Experience 2012 - 2012
Job Student
Industry Law Practice
Experience
Fordham College Dean's Office at Rose Hill January 2015 - Present
Law Office of Edward D. Willford January 2013 - August 2014
Law Office of Anthony L. Ricco January 2013 - July 2014
MOUSE September 2011 - September 2012
New York Life Insurance Company 2012 - 2012
Skills
HTML, Dreamweaver, WordPress, Windows, Microsoft Office, Social Media, Teaching, Web Design, Editing, PowerPoint, Research, Blogging, Web Development, Social Networking, JavaScript, Microsoft Word, Public Speaking, Troubleshooting, Teamwork
Education
Fordham University 2014 — 2018
Bachelor’s Degree, Psychology
Harvard University 2012 — 2012
Psychology, A
In-tech Academy
90
Fordham College Dean's Office at Rose Hill January 2015 - Present
Law Office of Edward D. Willford January 2013 - August 2014
Law Office of Anthony L. Ricco January 2013 - July 2014
MOUSE September 2011 - September 2012
New York Life Insurance Company 2012 - 2012
Skills
HTML, Dreamweaver, WordPress, Windows, Microsoft Office, Social Media, Teaching, Web Design, Editing, PowerPoint, Research, Blogging, Web Development, Social Networking, JavaScript, Microsoft Word, Public Speaking, Troubleshooting, Teamwork
Education
Fordham University 2014 — 2018
Bachelor’s Degree, Psychology
Harvard University 2012 — 2012
Psychology, A
In-tech Academy
90
Robert Ellwanger Robert Ellwanger's New York Life Insurance Company Experience June 1978 - April 2015
Job CVP at New York Life
Industry Insurance
Experience
New York Life March 1992 - Present
New York Life Insurance Company June 1978 - April 2015
St. Joseph's High School September 1974 - June 1978
Skills
Estate Planning, Fixed Annuities, Leadership Development, Insurance, Retirement Planning, Cost Down, Leadership, Retirement, Strategic Financial..., Coaching, Life Insurance, Long-term Care, Disability Insurance, Financial Services, Financial Advisory, Long Term Care Insurance, Investments, Human Resource..., Series 6, IRAs, Term Life Insurance, College Savings Plans
Education
Pace University - Lubin School of Business 1987 — 1989
MBA, Executive MBA
Fordham University 1976 — 1979
MA, Religion & Religious Education
Fordham University 1970 — 1974
New York Life March 1992 - Present
New York Life Insurance Company June 1978 - April 2015
St. Joseph's High School September 1974 - June 1978
Skills
Estate Planning, Fixed Annuities, Leadership Development, Insurance, Retirement Planning, Cost Down, Leadership, Retirement, Strategic Financial..., Coaching, Life Insurance, Long-term Care, Disability Insurance, Financial Services, Financial Advisory, Long Term Care Insurance, Investments, Human Resource..., Series 6, IRAs, Term Life Insurance, College Savings Plans
Education
Pace University - Lubin School of Business 1987 — 1989
MBA, Executive MBA
Fordham University 1976 — 1979
MA, Religion & Religious Education
Fordham University 1970 — 1974
Frank Scalzo's New York Life Insurance Company Experience August 1994 - April 1998
Job Director, GL Operations and External Reporting Systems at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters April 2012 - Present
Thomson Reuters April 2008 - April 2012
Thomson Reuters June 2005 - April 2008
Thomson Reuters April 2003 - June 2005
Thomson Reuters February 2000 - April 2003
Thomson Financial May 1998 - February 2000
New York Life Insurance Company August 1994 - April 1998
Skills
SAP, Consolidation, Budgets, Solution Architecture, Management, SAP R/3, Disaster Recovery, Financial Reporting, SAS, Business Analysis, Sarbanes-Oxley Act, Financial Analysis, Business Intelligence, Process Improvement, Accounting
Education
Iona College 1999 — 2003
MBA, MIS
Fordham University 1990 — 1994
BS, Accounting
Fordham University 1990 — 1994
Bachelor of Science (BS), Accounting
Cardinal Spellman High School 1986 — 1990
Thomson Reuters April 2012 - Present
Thomson Reuters April 2008 - April 2012
Thomson Reuters June 2005 - April 2008
Thomson Reuters April 2003 - June 2005
Thomson Reuters February 2000 - April 2003
Thomson Financial May 1998 - February 2000
New York Life Insurance Company August 1994 - April 1998
Skills
SAP, Consolidation, Budgets, Solution Architecture, Management, SAP R/3, Disaster Recovery, Financial Reporting, SAS, Business Analysis, Sarbanes-Oxley Act, Financial Analysis, Business Intelligence, Process Improvement, Accounting
Education
Iona College 1999 — 2003
MBA, MIS
Fordham University 1990 — 1994
BS, Accounting
Fordham University 1990 — 1994
Bachelor of Science (BS), Accounting
Cardinal Spellman High School 1986 — 1990
Chris Huggans's New York Life Insurance Company Experience October 2014 - Present
Job Agent, New York Life
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Heartland Insurance Solutions June 2010 - Present
Real People Real Opportunity January 2010 - October 2014
Send Out Cards 2009 - 2011
Office This 2008 - 2011
Benefits by Design Inc. (BBD) 2008 - 2011
Skills
Wellness, Health, Healthcare, Small Business, Social Networking, Social Media, Public Speaking, Social Media Marketing, Customer Relations, Coaching, Team Building, Event Planning, Insurance, Sales, Leadership, Customer Service, Marketing, Marketing Strategy, Strategic Planning
Education
Friends University 1993 — 1995
Bs Health Management/Business, Physiology, Kinesiology, Business Management
New York Life Insurance Company October 2014 - Present
Heartland Insurance Solutions June 2010 - Present
Real People Real Opportunity January 2010 - October 2014
Send Out Cards 2009 - 2011
Office This 2008 - 2011
Benefits by Design Inc. (BBD) 2008 - 2011
Skills
Wellness, Health, Healthcare, Small Business, Social Networking, Social Media, Public Speaking, Social Media Marketing, Customer Relations, Coaching, Team Building, Event Planning, Insurance, Sales, Leadership, Customer Service, Marketing, Marketing Strategy, Strategic Planning
Education
Friends University 1993 — 1995
Bs Health Management/Business, Physiology, Kinesiology, Business Management
Tom Tyler, CFP® Tom Tyler, CFP®'s New York Life Insurance Company Experience June 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
Cindy Leacu's New York Life Insurance Company Experience 2006 - 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 2006 - 2010
Education
Framingham State University 1983 — 1986
New York Life Insurance Company 2006 - 2010
Education
Framingham State University 1983 — 1986
Dan Andriola's New York Life Insurance Company Experience July 2014 - Present
Job Managing Director, Controller at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company August 2009 - June 2014
The Hartford December 2007 - March 2009
The Hartford September 2000 - December 2007
CIT 1999 - 2000
CIT 1996 - 1999
Weichert Relocation 1992 - 1996
Citicorp 1980 - 1992
Price Waterhouse 1977 - 1980
Skills
Strategy, Finance, Business Development, Strategic Planning, Fixed Annuities, Management, Leadership, Investments, Financial Services, Life Insurance, Financial Reporting, Mutual Funds, Accounting, Banking, Executive Management
Education
Fordham University 1973 — 1977
BS, Accounting and Computer Management
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company August 2009 - June 2014
The Hartford December 2007 - March 2009
The Hartford September 2000 - December 2007
CIT 1999 - 2000
CIT 1996 - 1999
Weichert Relocation 1992 - 1996
Citicorp 1980 - 1992
Price Waterhouse 1977 - 1980
Skills
Strategy, Finance, Business Development, Strategic Planning, Fixed Annuities, Management, Leadership, Investments, Financial Services, Life Insurance, Financial Reporting, Mutual Funds, Accounting, Banking, Executive Management
Education
Fordham University 1973 — 1977
BS, Accounting and Computer Management
Morgan Sullivan-Walsh Morgan Sullivan-Walsh's New York Life Insurance Company Experience 1993 - 1997
Job Attorney, CIPP/E, Compliance Professional
Industry Information Technology and Services
Experience
The Nielsen Company 1999 - 2008
ANS Communications Inc 1997 - 1998
New York Life Insurance Company 1993 - 1997
Shearman & Sterling LLP 1990 - 1993
Dewey Ballantine 1985 - 1990
Hon. Gerard L. Goettel, United States District Judge, S.D.N.Y. 1986 - 1988
United Nations, Department of Legal Affairs, Treaty Section 1984 - 1984
Skills
Privacy Compliance, Regulatory Compliance, Certified Information..., CIPP, CIPP/E, Privacy Law, Personal Data Protection, COPPA, ECPA, GLBA, HIPAA, Data Migration, Data Privacy
Education
Fordham University School of Law
JD, cum laude
New York University - Leonard N. Stern School of Business
Bachelor's degree, Economics, International Business
University of Paris I: Panthéon-Sorbonne
International Relations, Comparative History
Fordham Compliance Institute
The Nielsen Company 1999 - 2008
ANS Communications Inc 1997 - 1998
New York Life Insurance Company 1993 - 1997
Shearman & Sterling LLP 1990 - 1993
Dewey Ballantine 1985 - 1990
Hon. Gerard L. Goettel, United States District Judge, S.D.N.Y. 1986 - 1988
United Nations, Department of Legal Affairs, Treaty Section 1984 - 1984
Skills
Privacy Compliance, Regulatory Compliance, Certified Information..., CIPP, CIPP/E, Privacy Law, Personal Data Protection, COPPA, ECPA, GLBA, HIPAA, Data Migration, Data Privacy
Education
Fordham University School of Law
JD, cum laude
New York University - Leonard N. Stern School of Business
Bachelor's degree, Economics, International Business
University of Paris I: Panthéon-Sorbonne
International Relations, Comparative History
Fordham Compliance Institute
Fatima Teos's New York Life Insurance Company Experience November 2012 - November 2013
Job Financial Services | Monterroza Financial & Insurance Services | Professional Economic Growth Group
Industry Financial Services
Experience
Professional Economic Growth Group May 2015 - Present
Monterroza Financial & Insurance Services December 2014 - Present
Citi March 2014 - December 2014
New York Life Insurance Company November 2012 - November 2013
New York Life Insurance Company October 2011 - November 2012
Skills
Leadership, Sales, Life Insurance, Retirement Planning, Finance, Customer Service, Insurance, Customer Satisfaction, Financial Services, Recruiting, Fixed Annuities, College Savings Plans, Annuity Sales, Marketing, Management, Microsoft Office, Investments, Microsoft Excel, Financial Planning, Whole Life
Education
Fordham University 2014 — 2016
Bachelor of Science (BS), Economics Major Business Minor
Mercy College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Yonkers High School 2008 — 2011
International Bacculeaurette Diploma
Professional Economic Growth Group May 2015 - Present
Monterroza Financial & Insurance Services December 2014 - Present
Citi March 2014 - December 2014
New York Life Insurance Company November 2012 - November 2013
New York Life Insurance Company October 2011 - November 2012
Skills
Leadership, Sales, Life Insurance, Retirement Planning, Finance, Customer Service, Insurance, Customer Satisfaction, Financial Services, Recruiting, Fixed Annuities, College Savings Plans, Annuity Sales, Marketing, Management, Microsoft Office, Investments, Microsoft Excel, Financial Planning, Whole Life
Education
Fordham University 2014 — 2016
Bachelor of Science (BS), Economics Major Business Minor
Mercy College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Yonkers High School 2008 — 2011
International Bacculeaurette Diploma
Michelle (Michelle Keeton) Jensen's New York Life Insurance Company Experience 1996 - 1999
Job Financial Advisor, Wealth Managment
Industry Financial Services
Experience
First Fidelity Bank June 2015 - Present
Jensen Law Firm 2004 - 2014
Smith Barney Investments 2001 - 2004
UBS Investment Bank 1998 - 2001
New York Life Insurance Company 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Small Business..., Life Insurance, Long-term Care, Disabiltity Insurance, Banking
Education
Fort Hays/Kansas University 1987 — 1990
Bachelor’s Degree, Finance/Economics
The University of Kansas 1987 — 1989
Bachelor’s Degree, Finance, General
First Fidelity Bank June 2015 - Present
Jensen Law Firm 2004 - 2014
Smith Barney Investments 2001 - 2004
UBS Investment Bank 1998 - 2001
New York Life Insurance Company 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Small Business..., Life Insurance, Long-term Care, Disabiltity Insurance, Banking
Education
Fort Hays/Kansas University 1987 — 1990
Bachelor’s Degree, Finance/Economics
The University of Kansas 1987 — 1989
Bachelor’s Degree, Finance, General
Charise McIver's New York Life Insurance Company Experience February 2013 - Present
Job Broker
Industry Financial Services
Experience
C.N Premier Financial Services LLC 2015 - Present
New York Life Insurance Company February 2013 - Present
Huntington National Bank August 2012 - January 2013
Nordstrom May 2009 - February 2011
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Investments, Strategic Financial..., Disability Insurance, IRAs, Wealth Management, Estate Planning, Insurance, Long-term Care, Banking, Series 6, Term Life Insurance, Health Insurance, Financial Advisory, Securities, Financial Services, Employee Benefits, Long Term Care Insurance, Relationship Management, Finance, Whole Life, Financial Analysis, Cash Management, Personal Financial..., Asset Protection, Savings, Universal Life, Fixed Income
Education
Franklin University
C.N Premier Financial Services LLC 2015 - Present
New York Life Insurance Company February 2013 - Present
Huntington National Bank August 2012 - January 2013
Nordstrom May 2009 - February 2011
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Investments, Strategic Financial..., Disability Insurance, IRAs, Wealth Management, Estate Planning, Insurance, Long-term Care, Banking, Series 6, Term Life Insurance, Health Insurance, Financial Advisory, Securities, Financial Services, Employee Benefits, Long Term Care Insurance, Relationship Management, Finance, Whole Life, Financial Analysis, Cash Management, Personal Financial..., Asset Protection, Savings, Universal Life, Fixed Income
Education
Franklin University
Kayla Zeigler Kayla Zeigler's New York Life Insurance Company Experience August 2014 - August 2015
Job New Business DevelopmentTax & Specialty
Industry Accounting
Experience
Bloomberg BNA September 2015 - Present
New York Life Insurance Company August 2014 - August 2015
Tennant Company August 2013 - December 2013
Staples, Inc. US Retail Division July 2011 - August 2013
Staples, Inc. Commercial & Contract Division, North American Delivery December 2005 - January 2011
Skills
Cold Calling, Sales Management, Account Management, Management Training &..., Mentoring Of Staff, Appointment Scheduling, New Business Development, New Business Acquisition, Lead Generation, Management Development, Customer Retention, Training, Key Account Development, Direct Sales, Project Planning, Sales Process, B2B, Coaching, Business Acquisition, Contract Negotiation, Salesforce.com, Sales, Sales Presentations, Solution Selling, Business Development
Education
Fordham University 2003 — 2005
BA, Communications & Media Studies
Bloomberg BNA September 2015 - Present
New York Life Insurance Company August 2014 - August 2015
Tennant Company August 2013 - December 2013
Staples, Inc. US Retail Division July 2011 - August 2013
Staples, Inc. Commercial & Contract Division, North American Delivery December 2005 - January 2011
Skills
Cold Calling, Sales Management, Account Management, Management Training &..., Mentoring Of Staff, Appointment Scheduling, New Business Development, New Business Acquisition, Lead Generation, Management Development, Customer Retention, Training, Key Account Development, Direct Sales, Project Planning, Sales Process, B2B, Coaching, Business Acquisition, Contract Negotiation, Salesforce.com, Sales, Sales Presentations, Solution Selling, Business Development
Education
Fordham University 2003 — 2005
BA, Communications & Media Studies
Sarah Dileo Sarah Dileo's New York Life Insurance Company Experience October 2014 - Present
Job Senior Specialist, Talent Acquisition at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company October 2014 - Present
OrbiMed Advisors April 2012 - October 2014
New Vision Entertainment LLC January 2013 - December 2013
New York Life Insurance Company August 2011 - April 2012
State of New Jersey Office of the Attorney General May 2011 - August 2011
Girls on the Run International January 2010 - May 2011
Franklin & Marshall College January 2008 - May 2011
Franklin & Marshall College November 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Event Planning, Microsoft Office, Management, Sports Writing, Marketing, Research, PowerPoint, Corporate Events, Public Speaking, Networking, Coaching, Teamwork, Cross-functional..., Logistics Management, Events Coordination, Human Resources, Insurance, Outlook, Adobe Acrobat, Community Outreach, Vendor Relationships, Product Development, Editing
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (B.A.), Public Policy & Sociology
The Hun School of Princeton 2003 — 2007
High School Diploma
New York Life Insurance Company October 2014 - Present
OrbiMed Advisors April 2012 - October 2014
New Vision Entertainment LLC January 2013 - December 2013
New York Life Insurance Company August 2011 - April 2012
State of New Jersey Office of the Attorney General May 2011 - August 2011
Girls on the Run International January 2010 - May 2011
Franklin & Marshall College January 2008 - May 2011
Franklin & Marshall College November 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Event Planning, Microsoft Office, Management, Sports Writing, Marketing, Research, PowerPoint, Corporate Events, Public Speaking, Networking, Coaching, Teamwork, Cross-functional..., Logistics Management, Events Coordination, Human Resources, Insurance, Outlook, Adobe Acrobat, Community Outreach, Vendor Relationships, Product Development, Editing
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (B.A.), Public Policy & Sociology
The Hun School of Princeton 2003 — 2007
High School Diploma
Matthew Porreca's New York Life Insurance Company Experience June 2015 - Present
Job Student at Fordham University
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Education
Fordham University 2013 — 2017
Bachelor's Degree
Cornwall Central High School 2009 — 2013
Regents Diploma with Advanced Designation & Honors
New York Life Insurance Company June 2015 - Present
Education
Fordham University 2013 — 2017
Bachelor's Degree
Cornwall Central High School 2009 — 2013
Regents Diploma with Advanced Designation & Honors
Jack Mandy Jack Mandy's New York Life Insurance Company Experience June 2013 - July 2013
Job Analyst at CIT Group
Industry Financial Services
Experience
Marcus & Millichap March 2015 - June 2015
JTH Development June 2014 - September 2014
New York Life Insurance Company June 2013 - July 2013
R.W. Pressprich May 2012 - August 2012
Skills
Fixed Income, Bloomberg, Microsoft Excel, Bloomberg Terminal, Financial Analysis
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Business, Organizations and Society (BOS)
Marcus & Millichap March 2015 - June 2015
JTH Development June 2014 - September 2014
New York Life Insurance Company June 2013 - July 2013
R.W. Pressprich May 2012 - August 2012
Skills
Fixed Income, Bloomberg, Microsoft Excel, Bloomberg Terminal, Financial Analysis
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Business, Organizations and Society (BOS)
Ivan Andriyovych Ivan Andriyovych's New York Life Insurance Company Experience March 2015 - Present
Job Financial Advisor at New York Life
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
AXA Advisors July 2014 - December 2014
Extell Development Company July 2013 - January 2014
Better Business Bureau November 2012 - April 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Analysis, Microsoft Word, English, Teamwork, Financial Modeling, Corporate Finance, Stata
Education
Fordham University 2010 — 2014
Bachelor of Arts (BA), International Political Economy, GPA: 3.5
New York Life Insurance Company March 2015 - Present
AXA Advisors July 2014 - December 2014
Extell Development Company July 2013 - January 2014
Better Business Bureau November 2012 - April 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Analysis, Microsoft Word, English, Teamwork, Financial Modeling, Corporate Finance, Stata
Education
Fordham University 2010 — 2014
Bachelor of Arts (BA), International Political Economy, GPA: 3.5
Rosalva Santiago Rosalva Santiago's New York Life Insurance Company Experience January 2015 - Present
Job Licensed Agent at New York Life Insurance Company.
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Sullivan Learning Systems November 2014 - January 2015
California Teaching Fellows Foundation August 2012 - April 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Tutoring, Teaching, Event Planning, Whole Life Insurance, Term Life Insurance, Permanent Life Insurance
Education
California State Universtiy of Fresno 2010 — 2012
Bachelor's Degree, Cultural Anthropology
Fresno City College 2006 — 2010
Associate's Degree, Liberal Arts/General Studies
New York Life Insurance Company January 2015 - Present
Sullivan Learning Systems November 2014 - January 2015
California Teaching Fellows Foundation August 2012 - April 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Tutoring, Teaching, Event Planning, Whole Life Insurance, Term Life Insurance, Permanent Life Insurance
Education
California State Universtiy of Fresno 2010 — 2012
Bachelor's Degree, Cultural Anthropology
Fresno City College 2006 — 2010
Associate's Degree, Liberal Arts/General Studies
Mae Biancardi's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York life Insurance Company
Industry Financial Services
Experience
New York life Insurance Company June 2015 - Present
Hawker Beechcraft July 2000 - June 2014
Education
Friends University 1998 — 2000
Master Quatlity Systems (MSQSM), Business Administration and Management, General
Friends University 1995 — 1998
Master of Business Administration (M.B.A.)
Wichita State University 1990 — 1995
Industrial Technology, 3.25
New York life Insurance Company June 2015 - Present
Hawker Beechcraft July 2000 - June 2014
Education
Friends University 1998 — 2000
Master Quatlity Systems (MSQSM), Business Administration and Management, General
Friends University 1995 — 1998
Master of Business Administration (M.B.A.)
Wichita State University 1990 — 1995
Industrial Technology, 3.25
Cindy Vue's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life specializing in insurance protection and retirement.
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Skills
Customer Service, Sales, Microsoft Excel, Problem Solving, Permanent Life Insurance, Whole Life, Universal Life, Term Life Insurance, 401k Rollovers, Fixed Annuities, Long-term Care, Retirement Planning, Microsoft Office, Microsoft Word
Education
California State University - Fresno 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
Fresno City College 2008 — 2011
Associate’s Degree, Business Administration and Management, General
New York Life Insurance Company June 2015 - Present
Skills
Customer Service, Sales, Microsoft Excel, Problem Solving, Permanent Life Insurance, Whole Life, Universal Life, Term Life Insurance, 401k Rollovers, Fixed Annuities, Long-term Care, Retirement Planning, Microsoft Office, Microsoft Word
Education
California State University - Fresno 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
Fresno City College 2008 — 2011
Associate’s Degree, Business Administration and Management, General
Yari Diaz Yari Diaz's New York Life Insurance Company Experience June 2013 - July 2014
Job Attended Fordham University
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - July 2014
Victoria's Secret December 2007 - March 2010
Skills
Sales, Partnerships, Financial Services, Volunteering, New Business..., Social Media, Research, Management, Microsoft Office, Communication Skills, Roller Blading, Music, Creative Arts, Team Leadership, Event Planning
Education
Fordham University 2008 — 2013
Bachelor of Science (BS), International Business
Colegio Santo Domingo 1996 — 2007
High School Diploma
New York Life Insurance Company June 2013 - July 2014
Victoria's Secret December 2007 - March 2010
Skills
Sales, Partnerships, Financial Services, Volunteering, New Business..., Social Media, Research, Management, Microsoft Office, Communication Skills, Roller Blading, Music, Creative Arts, Team Leadership, Event Planning
Education
Fordham University 2008 — 2013
Bachelor of Science (BS), International Business
Colegio Santo Domingo 1996 — 2007
High School Diploma
Jay Biedermann Jay Biedermann's New York Life Insurance Company Experience 1997 - 1999
Job Commercial Account Executive
Industry Automotive
Experience
D. J. Restorations 2013 - Present
SI Screen Innovations 2012 - 2012
Strike Team Agency 2011 - 2011
DMX Music 2006 - 2011
Premier Books Direct 1999 - 2006
New York Life Insurance Company 1997 - 1999
Skills
Business Development, Entertainment, Sales Management, Strategic Sales, New Business Development, Marketing, Social Media, Strategy, Sales, Social Media Marketing, Advertising, Marketing Strategy, Product Development, Product Marketing, Marketing Communications, Strategic Planning, Lead Generation, Digital Signage, Event Planning, Trade Shows, Digital Marketing, Social Networking, Salesforce.com, Online Advertising, B2B, Direct Sales, Selling, Sponsorship, Account Management, Contract Negotiation, Negotiation, Event Management, Retail, Entrepreneurship, Brand Development, Online Marketing, Sales Process, New Media, Strategic Partnerships, Market Planning, Management, Team Building
Education
Fresno City College 1992 — 1993
San Joaquin Memorial High School 1990 — 1992
Diploma
D. J. Restorations 2013 - Present
SI Screen Innovations 2012 - 2012
Strike Team Agency 2011 - 2011
DMX Music 2006 - 2011
Premier Books Direct 1999 - 2006
New York Life Insurance Company 1997 - 1999
Skills
Business Development, Entertainment, Sales Management, Strategic Sales, New Business Development, Marketing, Social Media, Strategy, Sales, Social Media Marketing, Advertising, Marketing Strategy, Product Development, Product Marketing, Marketing Communications, Strategic Planning, Lead Generation, Digital Signage, Event Planning, Trade Shows, Digital Marketing, Social Networking, Salesforce.com, Online Advertising, B2B, Direct Sales, Selling, Sponsorship, Account Management, Contract Negotiation, Negotiation, Event Management, Retail, Entrepreneurship, Brand Development, Online Marketing, Sales Process, New Media, Strategic Partnerships, Market Planning, Management, Team Building
Education
Fresno City College 1992 — 1993
San Joaquin Memorial High School 1990 — 1992
Diploma
Luke Tung's New York Life Insurance Company Experience January 2003 - August 2006
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
AXA Advisors February 2009 - Present
ING Financial Partners March 2007 - December 2008
New York Life Insurance Company January 2003 - August 2006
MONY January 2000 - December 2002
Skills
Finance, Financial Services, Retirement Planning, Estate Planning, Retirement
Education
The American College 2001 — 2002
Master of Science (M.S.), Financial Planning and Services
Franklin University 1996 — 1998
Bachelor of Science (B.S.), Accounting
National Taipei University 1985 — 1989
Bachelor of Science (B.S.), Economics
AXA Advisors February 2009 - Present
ING Financial Partners March 2007 - December 2008
New York Life Insurance Company January 2003 - August 2006
MONY January 2000 - December 2002
Skills
Finance, Financial Services, Retirement Planning, Estate Planning, Retirement
Education
The American College 2001 — 2002
Master of Science (M.S.), Financial Planning and Services
Franklin University 1996 — 1998
Bachelor of Science (B.S.), Accounting
National Taipei University 1985 — 1989
Bachelor of Science (B.S.), Economics
Gerta Hysa's New York Life Insurance Company Experience July 2012 - December 2012
Job CFS Media Payables Analyst at Re:Sources USA
Industry Financial Services
Experience
Re:Sources January 2014 - Present
Exit Realty April 2010 - Present
EXIT Realty January 2013 - January 2014
T3 Trading Group, LLC January 2013 - May 2013
Darrison Barrett & Associates, LLC October 2012 - January 2013
New York Life Insurance Company July 2012 - December 2012
Archdiocese of New York June 2008 - October 2008
Skills
Major in Finance and..., •Technical: Proficient..., •General: Well..., •Leadership skills -..., Rentals, Teamwork, Microsoft Word, Sellers, Listings, Leadership, Sales, Buyers, Marketing, Time Management, Investment Properties, Advertising, Training, Recruiting, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, Economics
Saint Raymond's Academy 2006 — 2009
High School Diploma with Honors
Re:Sources January 2014 - Present
Exit Realty April 2010 - Present
EXIT Realty January 2013 - January 2014
T3 Trading Group, LLC January 2013 - May 2013
Darrison Barrett & Associates, LLC October 2012 - January 2013
New York Life Insurance Company July 2012 - December 2012
Archdiocese of New York June 2008 - October 2008
Skills
Major in Finance and..., •Technical: Proficient..., •General: Well..., •Leadership skills -..., Rentals, Teamwork, Microsoft Word, Sellers, Listings, Leadership, Sales, Buyers, Marketing, Time Management, Investment Properties, Advertising, Training, Recruiting, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance, Economics
Saint Raymond's Academy 2006 — 2009
High School Diploma with Honors
Austin Glessner's New York Life Insurance Company Experience May 2015 - June 2015
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
New York Life Insurance Company May 2015 - June 2015
New York Life Insurance Company May 2014 - September 2014
Chespeake Inn & Marina April 2011 - April 2014
Skills
People Skills, People-oriented, Team Leadership, Leadership, Economics, Economic Policy, International Economics, Economic Modeling, History, Economic History, history of economic thou, Problem Solving, Creative Problem Solving, Hands-on Problem Solver, Problem Analysis
Education
Franklin & Marshall College 2011 — 2015
Bachelor’s Degree, Economics
Syracuse University 2013 — 2013
Economics, History
St. Andrew's School 2008 — 2011
High School
JPMorgan Chase & Co. August 2015 - Present
New York Life Insurance Company May 2015 - June 2015
New York Life Insurance Company May 2014 - September 2014
Chespeake Inn & Marina April 2011 - April 2014
Skills
People Skills, People-oriented, Team Leadership, Leadership, Economics, Economic Policy, International Economics, Economic Modeling, History, Economic History, history of economic thou, Problem Solving, Creative Problem Solving, Hands-on Problem Solver, Problem Analysis
Education
Franklin & Marshall College 2011 — 2015
Bachelor’s Degree, Economics
Syracuse University 2013 — 2013
Economics, History
St. Andrew's School 2008 — 2011
High School
Brian Kossack Brian Kossack's New York Life Insurance Company Experience January 1997 - February 1997
Job Broker Life/ Retirement at HealthMarkets, Inc.
Industry Insurance
Experience
HealthMarkets, Inc. October 2013 - Present
Bankers Life and Casualty Company February 2013 - May 2013
Local 155 Iron-workers Union January 2008 - June 2012
Equitable Life June 1998 - July 1998
New York Life Insurance Company January 1997 - February 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Critical Illness, Medicare, Retirement, IRAs, Whole Life, 401k, Term Life Insurance, Accident, Health Insurance, Customer Service, Long-term Care, Sales
Education
Fresno City College 2008 — 2014
Associate of Science (A.S.), Advance Math
Bullard High school fresno Ca 1985 — 1987
HealthMarkets, Inc. October 2013 - Present
Bankers Life and Casualty Company February 2013 - May 2013
Local 155 Iron-workers Union January 2008 - June 2012
Equitable Life June 1998 - July 1998
New York Life Insurance Company January 1997 - February 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Critical Illness, Medicare, Retirement, IRAs, Whole Life, 401k, Term Life Insurance, Accident, Health Insurance, Customer Service, Long-term Care, Sales
Education
Fresno City College 2008 — 2014
Associate of Science (A.S.), Advance Math
Bullard High school fresno Ca 1985 — 1987
Adelaide Nardone Adelaide Nardone's New York Life Insurance Company Experience September 2008 - Present
Job Ob/Gyn NYC and Nutrition and Wellness Advisor at Fordham University
Industry Medical Practice
Experience
Fordham University 2012 - Present
New York Life Insurance Company September 2008 - Present
Skills
Leadership, Public Speaking, Customer Service, Social Media, Research, Sales, Marketing Strategy, Microsoft Office, Management, Healthcare
Education
Fordham University
Bachelor's Degree, Biology/Biological Sciences, General, Summa Cum Laude
New York Medical College
Doctor of Medicine (M.D.)
Fordham University 2012 - Present
New York Life Insurance Company September 2008 - Present
Skills
Leadership, Public Speaking, Customer Service, Social Media, Research, Sales, Marketing Strategy, Microsoft Office, Management, Healthcare
Education
Fordham University
Bachelor's Degree, Biology/Biological Sciences, General, Summa Cum Laude
New York Medical College
Doctor of Medicine (M.D.)
Connor Reymann's New York Life Insurance Company Experience October 2012 - July 2013
Job Advisory Trade Support Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
New York Life Insurance Company October 2012 - July 2013
Erickson Retirement Communities May 2011 - August 2011
Erickson Retirement Communities June 2010 - August 2010
Skills
Marketing, Sales, PowerPoint, Insurance, Investments, Finance, Equities, Fixed Income, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Capital Markets, Securities, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Joint Major, Business and Public Policy
Loyola Blakefield High School 2004 — 2008
Morgan Stanley Wealth Management July 2013 - Present
New York Life Insurance Company October 2012 - July 2013
Erickson Retirement Communities May 2011 - August 2011
Erickson Retirement Communities June 2010 - August 2010
Skills
Marketing, Sales, PowerPoint, Insurance, Investments, Finance, Equities, Fixed Income, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Capital Markets, Securities, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Joint Major, Business and Public Policy
Loyola Blakefield High School 2004 — 2008
M. Kevin Ford's New York Life Insurance Company Experience June 2014 - Present
Job Corporate Vice President Systems & Development at New York Lifes
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
AIG January 2005 - May 2014
Raytheon May 1997 - January 2005
Walmart Distribution Center May 1995 - May 1997
Skills
Process Improvement, Operational Excellence, DMAIC, Black Belt, Six Sigma, Kaizen, Minitab, Kaizen Facilitation, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, 5S, FMEA, SPC, Quality System, Enterprise Systems..., pmp, PMI, Cross-functional Team..., Business Process, Management
Education
Friends University 1985 — 1988
BS, Finance & Management
New York Life Insurance Company June 2014 - Present
AIG January 2005 - May 2014
Raytheon May 1997 - January 2005
Walmart Distribution Center May 1995 - May 1997
Skills
Process Improvement, Operational Excellence, DMAIC, Black Belt, Six Sigma, Kaizen, Minitab, Kaizen Facilitation, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, 5S, FMEA, SPC, Quality System, Enterprise Systems..., pmp, PMI, Cross-functional Team..., Business Process, Management
Education
Friends University 1985 — 1988
BS, Finance & Management
Edwinna Lucyk Edwinna Lucyk's New York Life Insurance Company Experience 1974 - 1979
Job Director of Technology Integration, The Ursuline School
Industry Education Management
Experience
The Ursuline School 2010 - Present
The Ursuline School 1998 - 2010
Ridge Software Services 1993 - 1998
New York Life Insurance Company 1974 - 1979
Skills
Program Management, Curriculum Design, Integration, Training, Leadership, Instructional Design, Technology Integration, Public Speaking, Moodle, Research, Microsoft Excel, Human Resources, Customer Service
Education
Polytechnic University 1976 — 1979
Master of Science (M.S.), Computer Science
Fordham University 1970 — 1974
Bachelor of Arts (B.A.), Mathematics
Cardinal Spellman High School 1966 — 1970
The Ursuline School 2010 - Present
The Ursuline School 1998 - 2010
Ridge Software Services 1993 - 1998
New York Life Insurance Company 1974 - 1979
Skills
Program Management, Curriculum Design, Integration, Training, Leadership, Instructional Design, Technology Integration, Public Speaking, Moodle, Research, Microsoft Excel, Human Resources, Customer Service
Education
Polytechnic University 1976 — 1979
Master of Science (M.S.), Computer Science
Fordham University 1970 — 1974
Bachelor of Arts (B.A.), Mathematics
Cardinal Spellman High School 1966 — 1970
Brad Pierre Brad Pierre's New York Life Insurance Company Experience May 2011 - August 2011
Job Crunch Fitness
Industry Health, Wellness and Fitness
Experience
Crunch Fitness January 2014 - Present
Crunch Fitness July 2013 - Present
Osceola Regional Medical Center January 2013 - July 2013
Florida Atlantic University July 2012 - December 2012
Lake Worth Youth Football League June 2012 - October 2012
Crunch Fitness January 2012 - May 2012
Fordham University June 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Microsoft Office, Social Media, HTML, Outlook, Marketing, Strategic Planning, Sales, Social Networking, Data Analysis, CSS, Teamwork, Research, Blogging, WordPress
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Computer Science
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Computer Science
2004-2008Lake Worth Community High School 2004 — 2008
High School Diploma, General Studies
Crunch Fitness January 2014 - Present
Crunch Fitness July 2013 - Present
Osceola Regional Medical Center January 2013 - July 2013
Florida Atlantic University July 2012 - December 2012
Lake Worth Youth Football League June 2012 - October 2012
Crunch Fitness January 2012 - May 2012
Fordham University June 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Microsoft Office, Social Media, HTML, Outlook, Marketing, Strategic Planning, Sales, Social Networking, Data Analysis, CSS, Teamwork, Research, Blogging, WordPress
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Computer Science
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Computer Science
2004-2008Lake Worth Community High School 2004 — 2008
High School Diploma, General Studies
Bola Ekpe's New York Life Insurance Company Experience June 2000 - 2005
Job Foreign Service Officer
Industry International Affairs
Experience
U.S. Government March 2011 - Present
AXA Equitable 2005 - March 2011
Deloitte 2005 - August 2005
New York Life Insurance Company June 2000 - 2005
Mellon Investor Services 1999 - 2000
Skills
International..., International Capital..., Advocacy and Negotiation, Institutional Capacity..., Government & Private..., Financial Services..., Acquisition, Government Contracts, Government Contracts..., Federal Securities Laws, Securities Regulation, Investments, Corporate Law, Insurance, Capacity Building, Mergers, Financial Risk, Financial Services, Analysis, Policy, Mergers & Acquisitions, Risk Management, Government Procurement, Compliance, Program Management, Leadership, AML
Education
Fordham University School of Law
LLM-Banking, Corporate and Finance Law
U.S. Government March 2011 - Present
AXA Equitable 2005 - March 2011
Deloitte 2005 - August 2005
New York Life Insurance Company June 2000 - 2005
Mellon Investor Services 1999 - 2000
Skills
International..., International Capital..., Advocacy and Negotiation, Institutional Capacity..., Government & Private..., Financial Services..., Acquisition, Government Contracts, Government Contracts..., Federal Securities Laws, Securities Regulation, Investments, Corporate Law, Insurance, Capacity Building, Mergers, Financial Risk, Financial Services, Analysis, Policy, Mergers & Acquisitions, Risk Management, Government Procurement, Compliance, Program Management, Leadership, AML
Education
Fordham University School of Law
LLM-Banking, Corporate and Finance Law
Patricia Singh Patricia Singh's New York Life Insurance Company Experience January 2014 - May 2014
Job Community Organizer at Airbnb
Industry Public Relations and Communications
Experience
Airbnb June 2015 - Present
Hilltop Public Solutions June 2014 - June 2015
New York Life Insurance Company January 2014 - May 2014
JDRF June 2013 - December 2013
Kutshers Country Club April 2007 - September 2012
Catskill Art Society August 2012 - August 2012
Skills
Fundraising, Event Planning, Volunteer Management, Nonprofits, Community Outreach, Public Relations, Event Management, Social Media, Press Releases, Facebook, Philanthropy, Editing
Education
Fordham University 2011 — 2014
Bachelor of Arts (B.A.), English Language and Literature/Letters
Towson University 2010 — 2011
Communication and Media Studies
Airbnb June 2015 - Present
Hilltop Public Solutions June 2014 - June 2015
New York Life Insurance Company January 2014 - May 2014
JDRF June 2013 - December 2013
Kutshers Country Club April 2007 - September 2012
Catskill Art Society August 2012 - August 2012
Skills
Fundraising, Event Planning, Volunteer Management, Nonprofits, Community Outreach, Public Relations, Event Management, Social Media, Press Releases, Facebook, Philanthropy, Editing
Education
Fordham University 2011 — 2014
Bachelor of Arts (B.A.), English Language and Literature/Letters
Towson University 2010 — 2011
Communication and Media Studies
Dominic Nardone Dominic Nardone's New York Life Insurance Company Experience July 2015 - Present
Job Structured Products Research Associate at New York Life Investment Mgmt
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Fordham Student Managed Investment Fund September 2014 - May 2015
Nomura June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
WFUV September 2011 - September 2013
Gilford Securities May 2013 - August 2013
Nardone Brothers Pizza April 2010 - January 2012
Catholic Youth Center September 2007 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Accounting, Windows, Outlook, Leadership, Sports, Value Investing
Education
Fordham University 2011 — 2015
Bachelor of Science (B.Sc.), Finance
Heythrop College
New York Life Insurance Company July 2015 - Present
Fordham Student Managed Investment Fund September 2014 - May 2015
Nomura June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
WFUV September 2011 - September 2013
Gilford Securities May 2013 - August 2013
Nardone Brothers Pizza April 2010 - January 2012
Catholic Youth Center September 2007 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Accounting, Windows, Outlook, Leadership, Sports, Value Investing
Education
Fordham University 2011 — 2015
Bachelor of Science (B.Sc.), Finance
Heythrop College
Alejandrina Vivanco-Opazo's New York Life Insurance Company Experience September 2015 - Present
Job Associate at New York Life Insurance Company
Industry Public Relations and Communications
Experience
New York Life Insurance Company September 2015 - Present
The Claire and Jan Binney Lang Art Foundation August 2013 - Present
New York Life Insurance Company March 2015 - September 2015
Carvel Corporation April 2007 - March 2015
Beyond the Box Media 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, HTML, Teamwork, Facebook, Marketing, Social Networking, Event Planning, Leadership, Social Media Marketing
Education
Fordham University 2010 — 2014
Sociology
Bronx High School of Science 2006 — 2010
New York Life Insurance Company September 2015 - Present
The Claire and Jan Binney Lang Art Foundation August 2013 - Present
New York Life Insurance Company March 2015 - September 2015
Carvel Corporation April 2007 - March 2015
Beyond the Box Media 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, HTML, Teamwork, Facebook, Marketing, Social Networking, Event Planning, Leadership, Social Media Marketing
Education
Fordham University 2010 — 2014
Sociology
Bronx High School of Science 2006 — 2010
Alyson Wentzell's New York Life Insurance Company Experience May 2015 - August 2015
Job Intern at UBS Wealth Management
Industry Accounting
Experience
New York Life Insurance Company May 2015 - August 2015
UBS Wealth Management January 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
Morgan Stanley January 2014 - May 2014
Birch Alley Boutique May 2013 - March 2014
Abercrombie & Fitch September 2011 - January 2014
Acosta Sales & Marketing 2013 - 2013
Skills
Customer Service, People Skills, Inventory Management, Sales, Microsoft Excel, Microsoft Word, Highly detail oriented, Self-driven, Team Building, Management, Marketing, Accounting, Finance
Education
Fordham University 2012 — 2016
Bachelor of Science, Public Accounting
Notre Dame Academy 2008 — 2012
High School Diploma
New York Life Insurance Company May 2015 - August 2015
UBS Wealth Management January 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
Morgan Stanley January 2014 - May 2014
Birch Alley Boutique May 2013 - March 2014
Abercrombie & Fitch September 2011 - January 2014
Acosta Sales & Marketing 2013 - 2013
Skills
Customer Service, People Skills, Inventory Management, Sales, Microsoft Excel, Microsoft Word, Highly detail oriented, Self-driven, Team Building, Management, Marketing, Accounting, Finance
Education
Fordham University 2012 — 2016
Bachelor of Science, Public Accounting
Notre Dame Academy 2008 — 2012
High School Diploma
Nicholas Vecchione's New York Life Insurance Company Experience September 2014 - Present
Job Lead Associate Data Analytics and Inforce Management at New York Life
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
AXA Equitable August 2012 - September 2014
AXA Equitable February 2010 - August 2012
AXA Equitable January 2005 - February 2010
Skills
Access, Financial Analysis, Testing, Business Analysis, Microsoft Excel, SQL, Quality Assurance, Financial Modeling, Data Analysis, Process Improvement, Management, Databases, Microsoft Office, Insurance, Microsoft Word, Financial Reporting, Vendor Management, Big Data
Education
Fordham University 2001 — 2005
BS, Chemistry
New York Life Insurance Company September 2014 - Present
AXA Equitable August 2012 - September 2014
AXA Equitable February 2010 - August 2012
AXA Equitable January 2005 - February 2010
Skills
Access, Financial Analysis, Testing, Business Analysis, Microsoft Excel, SQL, Quality Assurance, Financial Modeling, Data Analysis, Process Improvement, Management, Databases, Microsoft Office, Insurance, Microsoft Word, Financial Reporting, Vendor Management, Big Data
Education
Fordham University 2001 — 2005
BS, Chemistry
Anne Xiong Anne Xiong's New York Life Insurance Company Experience 2005 - 2008
Job Administrative Assistant / Dispatcher at BSK Associates Engineers & Laboratories
Industry Construction
Experience
BSK Associates Engineers & Laboratories 2014 - Present
Robert Half - Office Team (RF MacDonald) 2012 - 2014
Internal Revenue Service 2009 - 2011
New York Life Insurance Company 2005 - 2008
Skills
Data Entry, QuickBooks, Outlook, Microsoft Office, Spreadsheets, Time Management, Microsoft Excel, Microsoft Word, Access, Invoicing
Education
Fresno City College
Business Administration and Management, General
BSK Associates Engineers & Laboratories 2014 - Present
Robert Half - Office Team (RF MacDonald) 2012 - 2014
Internal Revenue Service 2009 - 2011
New York Life Insurance Company 2005 - 2008
Skills
Data Entry, QuickBooks, Outlook, Microsoft Office, Spreadsheets, Time Management, Microsoft Excel, Microsoft Word, Access, Invoicing
Education
Fresno City College
Business Administration and Management, General
Christine A Budzynski's New York Life Insurance Company Experience June 1980 - February 1987
Job Senior Programming Analyst/Technical Consultant
Industry Computer Software
Experience
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
Elizabeth Mera's New York Life Insurance Company Experience July 2008 - May 2013
Job
Industry Financial Services
Experience
New York Life Insurance Company July 2008 - May 2013
New Jersey Community Development Corporation September 2007 - March 2008
ACLU of New Jersey April 2003 - July 2007
St. Ann's Church After-School & Literacy Launch Program September 1999 - March 2003
The Cornerstone Learning Center, Inc. September 1998 - August 1999
Fordham-Bedford Children's Services January 1995 - August 1997
Skills
Non-profits, Grant Writing, Research, Strategic Communications, Microsoft Excel, Access, Public Relations, Fundraising, Event Planning, Community Outreach, Volunteer Management, Suitability, Nonprofits, Grants, Public Policy, Customer Service, Editing, Social Media
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Sociology & Latin American/Latino Studies
New York Life Insurance Company July 2008 - May 2013
New Jersey Community Development Corporation September 2007 - March 2008
ACLU of New Jersey April 2003 - July 2007
St. Ann's Church After-School & Literacy Launch Program September 1999 - March 2003
The Cornerstone Learning Center, Inc. September 1998 - August 1999
Fordham-Bedford Children's Services January 1995 - August 1997
Skills
Non-profits, Grant Writing, Research, Strategic Communications, Microsoft Excel, Access, Public Relations, Fundraising, Event Planning, Community Outreach, Volunteer Management, Suitability, Nonprofits, Grants, Public Policy, Customer Service, Editing, Social Media
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Sociology & Latin American/Latino Studies
Michael Battista's New York Life Insurance Company Experience July 2013 - Present
Job Corporate Vice President, Compensation at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company July 2013 - Present
Chanel, Inc. December 2006 - July 2013
Avon Products, Inc. 1999 - 2006
Frederic W Cook & Co 1999 - 1999
Buck Consultants 1994 - 1999
Towers Perrin 1993 - 1993
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Fordham University 1987 — 1991
New York Life Insurance Company July 2013 - Present
Chanel, Inc. December 2006 - July 2013
Avon Products, Inc. 1999 - 2006
Frederic W Cook & Co 1999 - 1999
Buck Consultants 1994 - 1999
Towers Perrin 1993 - 1993
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Fordham University 1987 — 1991
Caitlin Doherty's New York Life Insurance Company Experience February 2009 - Present
Job Relationship Manager
Industry Financial Services
Experience
New York Life Insurance Company February 2009 - Present
GDS International June 2008 - February 2009
Skills
Series 7, Sales, Investments, Mutual Funds, Retirement Planning, Financial Services, Series 63, Wealth Management, Management, Asset Allocation
Education
Fordham University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
New York Life Insurance Company February 2009 - Present
GDS International June 2008 - February 2009
Skills
Series 7, Sales, Investments, Mutual Funds, Retirement Planning, Financial Services, Series 63, Wealth Management, Management, Asset Allocation
Education
Fordham University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Marc Schector's New York Life Insurance Company Experience January 2012 - September 2014
Job SVP Sales at Williston Financial
Industry Insurance
Experience
Williston Financial October 2014 - Present
Women & Wine February 2005 - Present
New York Life Insurance Company January 2012 - September 2014
New York Life Insurance Company January 2012 - September 2014
Pacifica Mortgage March 1998 - June 2009
O'Melveny & Myers LLP 1989 - 1991
Skills
Entrepreneurship, Web Community Management, Title Insurance, Mortgage Lending, Wine & Spirits Industry, Estate Planning, Small Business, Real Estate, Insurance, Retirement Planning, Licensed Life Insurance..., Protection..., Wealth Preservation..., 401k Rollovers, Annuity Sales, Life Insurance, Key Person Protection, Succession Planning, Gifting Strategies, Legacies, Real Estate Development, Real Estate Transactions, Negotiation
Education
University of Southern California Law School 1984 — 1986
J.D. Order of the Coif, Taxation
Franklin & Marshall College
Bachelor of Arts, Economics
Williston Financial October 2014 - Present
Women & Wine February 2005 - Present
New York Life Insurance Company January 2012 - September 2014
New York Life Insurance Company January 2012 - September 2014
Pacifica Mortgage March 1998 - June 2009
O'Melveny & Myers LLP 1989 - 1991
Skills
Entrepreneurship, Web Community Management, Title Insurance, Mortgage Lending, Wine & Spirits Industry, Estate Planning, Small Business, Real Estate, Insurance, Retirement Planning, Licensed Life Insurance..., Protection..., Wealth Preservation..., 401k Rollovers, Annuity Sales, Life Insurance, Key Person Protection, Succession Planning, Gifting Strategies, Legacies, Real Estate Development, Real Estate Transactions, Negotiation
Education
University of Southern California Law School 1984 — 1986
J.D. Order of the Coif, Taxation
Franklin & Marshall College
Bachelor of Arts, Economics
Stavros Zamfotis's New York Life Insurance Company Experience June 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
AXA Advisors August 2008 - March 2009
Atlantic Records 2007 - 2008
JP Morgan Chase June 2007 - August 2007
ST Management Inc. June 2005 - August 2006
Skills
Insurance
Education
Fordham University 2004 — 2008
Business Administration, Management, Marketing, Economics
New York Life Insurance Company June 2009 - Present
AXA Advisors August 2008 - March 2009
Atlantic Records 2007 - 2008
JP Morgan Chase June 2007 - August 2007
ST Management Inc. June 2005 - August 2006
Skills
Insurance
Education
Fordham University 2004 — 2008
Business Administration, Management, Marketing, Economics
Jon Bassett's New York Life Insurance Company Experience June 2000 - December 2004
Job Trader at Castle Hill Asset Management
Industry Investment Management
Experience
Castle Hill Asset Management January 2010 - Present
NewStar Financial June 2007 - December 2009
Goldman Sachs International June 2006 - August 2006
Deutsche Bank June 2005 - August 2005
New York Life Insurance Company June 2000 - December 2004
Education
Yale University - Yale School of Management 2005 — 2007
Fordham University 1996 — 2000
Northfield Mount Hermon School 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Castle Hill Asset Management January 2010 - Present
NewStar Financial June 2007 - December 2009
Goldman Sachs International June 2006 - August 2006
Deutsche Bank June 2005 - August 2005
New York Life Insurance Company June 2000 - December 2004
Education
Yale University - Yale School of Management 2005 — 2007
Fordham University 1996 — 2000
Northfield Mount Hermon School 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Alec M. Fisch's New York Life Insurance Company Experience February 2012 - Present
Job Financial Services Professional at NYLife Securities LLC
Industry Financial Services
Experience
Nylife Securities LLC April 2012 - Present
New York Life Insurance Company February 2012 - Present
Kings County District Attorneys Office January 2010 - 2011
Goldstein & Goldstein, P.C. February 2009 - December 2009
Gottlieb, Rackman & Reisman, P.C. May 2007 - August 2007
U.S. Attorney's Office, E.D.N.Y. January 2007 - April 2007
Skills
401k Rollovers, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Fordham University School of Law 2005 — 2008
J.D.
Yeshiva University 2001 — 2005
B.A., Mathematics
Nylife Securities LLC April 2012 - Present
New York Life Insurance Company February 2012 - Present
Kings County District Attorneys Office January 2010 - 2011
Goldstein & Goldstein, P.C. February 2009 - December 2009
Gottlieb, Rackman & Reisman, P.C. May 2007 - August 2007
U.S. Attorney's Office, E.D.N.Y. January 2007 - April 2007
Skills
401k Rollovers, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Fordham University School of Law 2005 — 2008
J.D.
Yeshiva University 2001 — 2005
B.A., Mathematics
Wade Davis's New York Life Insurance Company Experience 1988 - 1998
Job Partner, Associates Health Group & Mile High Insurance; Owner, Wade Davis & Associates, Group Health & Insurance Plans
Industry Insurance
Experience
Associates Health Group 2005 - Present
Wade Davis and Associates 1998 - Present
Mile High Insurance 2011 - Present
New York Life Insurance Company 1988 - 1998
Skills
Financial Planning, Wealth Management, Professional Liability, Health Insurance, Group Insurance, Employee Benefits, Long Term Care, Medicare, Insurance, individual insurance
Education
Fort Lewis College 1978 — 1983
BA, Business
Associates Health Group 2005 - Present
Wade Davis and Associates 1998 - Present
Mile High Insurance 2011 - Present
New York Life Insurance Company 1988 - 1998
Skills
Financial Planning, Wealth Management, Professional Liability, Health Insurance, Group Insurance, Employee Benefits, Long Term Care, Medicare, Insurance, individual insurance
Education
Fort Lewis College 1978 — 1983
BA, Business
Diane Yesko's New York Life Insurance Company Experience March 2010 - August 2011
Job Communications and Marketing Assistant
Industry Mechanical or Industrial Engineering
Experience
AC Kinetics March 2011 - Present
New York Life Insurance Company March 2010 - August 2011
Richmond Community Services May 2009 - January 2010
Altria January 2004 - March 2008
Altria (formerly Philip Morris Management Corp.) 1990 - 2003
Philip Morris USA 1977 - March 1990
Skills
Crisis Communications, Reputation Management, Strategic Communications, Management, Communication Training, Corporate Communications, Internal Communications, Training, Messaging, Content Management, Strategic Planning, Corporate Social..., Media Relations, Non-profits, Press Releases, Event Management, Editing, Employee Engagement, Marketing Communications, Organizational..., Communications Planning, Strategy, Newsletters, Public Relations, Corporate Branding, Crisis Management, Public Affairs, Copywriting, Change Management, Event Planning, Leadership, Proposal Writing, Social Media, Marketing, Speech Writing, Leadership Development, Brand Management, Policy, Budgets, Integrated Marketing, Public Speaking, Community Development, Market Research, Marketing Strategy, Fundraising, Program Management, Sales, Nonprofits
Education
Fordham University 1977 — 1984
BA, Business Administration
Katherine Gibbs School 1976 — 1977
Associate's Degree, Business Administration and Management, General
Cardinal Spellman High School 1972 — 1976
AC Kinetics March 2011 - Present
New York Life Insurance Company March 2010 - August 2011
Richmond Community Services May 2009 - January 2010
Altria January 2004 - March 2008
Altria (formerly Philip Morris Management Corp.) 1990 - 2003
Philip Morris USA 1977 - March 1990
Skills
Crisis Communications, Reputation Management, Strategic Communications, Management, Communication Training, Corporate Communications, Internal Communications, Training, Messaging, Content Management, Strategic Planning, Corporate Social..., Media Relations, Non-profits, Press Releases, Event Management, Editing, Employee Engagement, Marketing Communications, Organizational..., Communications Planning, Strategy, Newsletters, Public Relations, Corporate Branding, Crisis Management, Public Affairs, Copywriting, Change Management, Event Planning, Leadership, Proposal Writing, Social Media, Marketing, Speech Writing, Leadership Development, Brand Management, Policy, Budgets, Integrated Marketing, Public Speaking, Community Development, Market Research, Marketing Strategy, Fundraising, Program Management, Sales, Nonprofits
Education
Fordham University 1977 — 1984
BA, Business Administration
Katherine Gibbs School 1976 — 1977
Associate's Degree, Business Administration and Management, General
Cardinal Spellman High School 1972 — 1976
Linda Walters's New York Life Insurance Company Experience January 2009 - March 2011
Job Insurance and Investment Executive
Industry Banking
Experience
Transamerica Agency Network, Inc. April 2015 - Present
TARGET MEDIA MARKETING September 2013 - September 2014
PNC BANK March 2011 - 2013
New York Life Insurance Company January 2009 - March 2011
EQUITY SERVICES INC – CHARLOTTE N.C January 2007 - January 2008
Deutsche Bank January 2004 - January 2007
WASHINGTON MUTUAL HOME LOANS January 2001 - January 2004
COUNTRYWIDE HOME LOANS January 2000 - January 2001
Skills
Underwriting, Mortgage Lending, Banking, Mortgage Banking, Investment Properties, Loans, FHA, Consumer Lending, Real Estate, Finance, Leadership, First Time Home Buyers, Sales, Marketing, Management, Training, Investments
Education
Fordham University 1973 — 1976
Fordham University
Transamerica Agency Network, Inc. April 2015 - Present
TARGET MEDIA MARKETING September 2013 - September 2014
PNC BANK March 2011 - 2013
New York Life Insurance Company January 2009 - March 2011
EQUITY SERVICES INC – CHARLOTTE N.C January 2007 - January 2008
Deutsche Bank January 2004 - January 2007
WASHINGTON MUTUAL HOME LOANS January 2001 - January 2004
COUNTRYWIDE HOME LOANS January 2000 - January 2001
Skills
Underwriting, Mortgage Lending, Banking, Mortgage Banking, Investment Properties, Loans, FHA, Consumer Lending, Real Estate, Finance, Leadership, First Time Home Buyers, Sales, Marketing, Management, Training, Investments
Education
Fordham University 1973 — 1976
Fordham University
Jennifer Lynn's New York Life Insurance Company Experience November 2008 - November 2010
Job Director, HR Project Manager at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America July 2012 - Present
BlackRock March 2011 - February 2012
ING Investment Management December 2010 - March 2011
New York Life Insurance Company November 2008 - November 2010
Citi January 2004 - November 2008
IKON Office Solutions December 2002 - January 2004
IKON Office Solutions December 1999 - December 2002
Education
Franklin & Marshall College 1990 — 1994
The Baldwin School
The Guardian Life Insurance Company of America July 2012 - Present
BlackRock March 2011 - February 2012
ING Investment Management December 2010 - March 2011
New York Life Insurance Company November 2008 - November 2010
Citi January 2004 - November 2008
IKON Office Solutions December 2002 - January 2004
IKON Office Solutions December 1999 - December 2002
Education
Franklin & Marshall College 1990 — 1994
The Baldwin School
Emmanuel Felina's New York Life Insurance Company Experience September 2010 - December 2010
Job Pharmacy Technician at MIT
Industry Financial Services
Experience
MIT Medical Center January 2013 - Present
Mount Auburn Hospital June 2011 - November 2012
New York Life Insurance Company September 2010 - December 2010
Mercer January 2005 - November 2008
Putnam Investments June 2000 - December 2004
Education
Framingham State University
MIT Medical Center January 2013 - Present
Mount Auburn Hospital June 2011 - November 2012
New York Life Insurance Company September 2010 - December 2010
Mercer January 2005 - November 2008
Putnam Investments June 2000 - December 2004
Education
Framingham State University
Peter Kunisch's New York Life Insurance Company Experience November 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC March 2014 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company November 2010 - Present
The UPS Store June 2007 - June 2011
WNCN NBC17 April 2006 - March 2010
Skills
Investments, Estate Planning, 401k Rollovers, Insurance, Business Succession..., Business Insurance..., Public Speaking, Sales
Education
Fordham University 1993 — 1997
BA, Political Science
Eagle Strategies, LLC March 2014 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company November 2010 - Present
The UPS Store June 2007 - June 2011
WNCN NBC17 April 2006 - March 2010
Skills
Investments, Estate Planning, 401k Rollovers, Insurance, Business Succession..., Business Insurance..., Public Speaking, Sales
Education
Fordham University 1993 — 1997
BA, Political Science
Tanya O'Leary's New York Life Insurance Company Experience June 2010 - December 2010
Job ePlatform Product Manager at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services November 2012 - Present
New York Life Retirement Services December 2010 - November 2012
New York Life Insurance Company June 2010 - December 2010
Participant Service Center Representative September 2008 - June 2010
Starbucks Coffee Company November 2006 - September 2008
Starbucks Coffee Company June 2004 - November 2006
Skills
Benefits Administration, Budgets, Business Analysis, Customer Service, Employee Training, Hiring, Investments, Management, Leadership, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Project Management, Project Planning, Retirement, Training, Team Building, Research, Call Centers, Retail, PowerPoint, Employee Relations, Mutual Funds, Recruiting
Education
Framingham State University 2000 — 2005
BA, Psychology
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services November 2012 - Present
New York Life Retirement Services December 2010 - November 2012
New York Life Insurance Company June 2010 - December 2010
Participant Service Center Representative September 2008 - June 2010
Starbucks Coffee Company November 2006 - September 2008
Starbucks Coffee Company June 2004 - November 2006
Skills
Benefits Administration, Budgets, Business Analysis, Customer Service, Employee Training, Hiring, Investments, Management, Leadership, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Project Management, Project Planning, Retirement, Training, Team Building, Research, Call Centers, Retail, PowerPoint, Employee Relations, Mutual Funds, Recruiting
Education
Framingham State University 2000 — 2005
BA, Psychology
Nora Nellis's New York Life Insurance Company Experience May 2006 - Present
Job Assistant General Counsel at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2006 - Present
Holland & Knight LLP 2002 - 2006
United States Air Force September 1993 - March 1998
Skills
Securities Regulation, Corporate Governance, Corporate Law, Litigation, Commercial Litigation, Litigation Management, Intellectual Property, Securities, Licensing, Legal Research, Civil Litigation, Arbitration, Insurance Law
Education
Fordham University School of Law 1999 — 2002
JD, Law
Wilmington College 1995 — 1997
Master of Business Administration (M.B.A.)
New York Life Insurance Company May 2006 - Present
Holland & Knight LLP 2002 - 2006
United States Air Force September 1993 - March 1998
Skills
Securities Regulation, Corporate Governance, Corporate Law, Litigation, Commercial Litigation, Litigation Management, Intellectual Property, Securities, Licensing, Legal Research, Civil Litigation, Arbitration, Insurance Law
Education
Fordham University School of Law 1999 — 2002
JD, Law
Wilmington College 1995 — 1997
Master of Business Administration (M.B.A.)
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
John Lowdermilk's New York Life Insurance Company Experience September 1986 - December 1990
Job President at Lowdermilk and Associates, Inc.
Industry Insurance
Experience
Lowdermilk and Associates January 1991 - Present
New York Life Insurance Company September 1986 - December 1990
Cherry Hills Lawn & Garden March 1980 - September 1986
Skills
Licensed Life & Health..., Employee Benefits, Disability Insurance, Strategic Planning, Cost Analysis, Vision, Dental, Self Funded Options, Key Executive Income..., Innovative Consumer..., Tactical Training for..., Unbundled-Personal...
Education
Fort Lewis College
Bachelor of Business Administration (BBA), Business
Lowdermilk and Associates January 1991 - Present
New York Life Insurance Company September 1986 - December 1990
Cherry Hills Lawn & Garden March 1980 - September 1986
Skills
Licensed Life & Health..., Employee Benefits, Disability Insurance, Strategic Planning, Cost Analysis, Vision, Dental, Self Funded Options, Key Executive Income..., Innovative Consumer..., Tactical Training for..., Unbundled-Personal...
Education
Fort Lewis College
Bachelor of Business Administration (BBA), Business
Scott Piccolo's New York Life Insurance Company Experience August 2011 - February 2012
Job AVP, Financial Services Manager at People's United Bank
Industry Retail
Experience
People's United Bank January 2013 - Present
Sovereign Bank February 2012 - December 2012
New York Life Insurance Company August 2011 - February 2012
Enterprise Rent-A-Car February 2007 - August 2011
Skills
Retail Banking, Sales, Customer Service, Consumer Lending, Finance, Mortgage Lending, Small Business Lending, Commercial Lending, Loans, Life Insurance, Series 6, Series 63, Financial Services, Branch Banking, Relationship Management, Cross Selling, Loan Origination, Commercial Banking, Residential Mortgages, Investments, Refinance, Lines Of Credit, Branch Management, Insurance, Training, Securities, New Business Development, Business Relationship..., Fixed Annuities, Portfolio Management
Education
Framingham State College 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Southern New Hampshire University
Master of Business Administration (M.B.A.)
People's United Bank January 2013 - Present
Sovereign Bank February 2012 - December 2012
New York Life Insurance Company August 2011 - February 2012
Enterprise Rent-A-Car February 2007 - August 2011
Skills
Retail Banking, Sales, Customer Service, Consumer Lending, Finance, Mortgage Lending, Small Business Lending, Commercial Lending, Loans, Life Insurance, Series 6, Series 63, Financial Services, Branch Banking, Relationship Management, Cross Selling, Loan Origination, Commercial Banking, Residential Mortgages, Investments, Refinance, Lines Of Credit, Branch Management, Insurance, Training, Securities, New Business Development, Business Relationship..., Fixed Annuities, Portfolio Management
Education
Framingham State College 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Southern New Hampshire University
Master of Business Administration (M.B.A.)
Eugee Whyte's New York Life Insurance Company Experience October 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company October 2012 - Present
Capital One Bank February 2003 - August 2010
Provident Bank September 1990 - February 2003
Skills
Training, Loans, Insurance, Retail Banking, Recruiting, Human Resources
Education
SUNY Empire State College 2008 — 2010
MBA, Business Administration, Masters of Business Adm
Fordham University
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company October 2012 - Present
Capital One Bank February 2003 - August 2010
Provident Bank September 1990 - February 2003
Skills
Training, Loans, Insurance, Retail Banking, Recruiting, Human Resources
Education
SUNY Empire State College 2008 — 2010
MBA, Business Administration, Masters of Business Adm
Fordham University
Bachelor of Arts (B.A.), Economics
Elena Eracleous's New York Life Insurance Company Experience November 2004 - Present
Job Associate Counsel at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2004 - Present
Proskauer Rose LLP 2000 - 2004
Education
Fordham University School of Law 1997 — 2000
JD, Law
New York Life Insurance Company November 2004 - Present
Proskauer Rose LLP 2000 - 2004
Education
Fordham University School of Law 1997 — 2000
JD, Law
Edward Maelia's New York Life Insurance Company Experience 2011 - 2012
Job IT Portfolio Manager at Dealertrack Technologies
Industry Information Technology and Services
Experience
Dealertrack Technologies February 2015 - Present
Dealertrack Technologies April 2013 - February 2015
TEKsystems January 2013 - April 2013
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2004 - 2011
New York Life Insurance Company 1999 - 2004
New York Life Insurance Company 1995 - 1999
New York Life Insurance Company 1993 - 1995
New York Life Insurance Company 1987 - 1993
New York Life Insurance Company 1979 - 1987
Skills
People Management, CMDB, Resource Management, Program Management, Business Relationship..., Project Portfolio..., Software Project..., Application Development, Data Warehousing, Database Management, ITIL, Team Leadership, Service Availability, SDLC, Management, Software Development, Database Admin, IT Management, Process Improvement, Integration, Cross-functional Team..., Disaster Recovery, Requirements Analysis, Databases, Business Analysis, PMO, IT Strategy, Data Center, Enterprise Software, Strategy, Project Management, Security, Agile Methodologies, Change Management, Agile Project Management, Leadership, Analysis, Information Technology, Testing, Risk Management, Vendor Management, ERP, Visio, Business Requirements, Enterprise Architecture, Business Intelligence, Scrum, Requirements Gathering, Business Process, Business Process...
Education
Iona College 1981 — 1984
MBA, Management Information Systems
Fordham University 1975 — 1979
BS, Computer Management
Cardinal Hayes HS 1971 — 1975
Dealertrack Technologies February 2015 - Present
Dealertrack Technologies April 2013 - February 2015
TEKsystems January 2013 - April 2013
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2004 - 2011
New York Life Insurance Company 1999 - 2004
New York Life Insurance Company 1995 - 1999
New York Life Insurance Company 1993 - 1995
New York Life Insurance Company 1987 - 1993
New York Life Insurance Company 1979 - 1987
Skills
People Management, CMDB, Resource Management, Program Management, Business Relationship..., Project Portfolio..., Software Project..., Application Development, Data Warehousing, Database Management, ITIL, Team Leadership, Service Availability, SDLC, Management, Software Development, Database Admin, IT Management, Process Improvement, Integration, Cross-functional Team..., Disaster Recovery, Requirements Analysis, Databases, Business Analysis, PMO, IT Strategy, Data Center, Enterprise Software, Strategy, Project Management, Security, Agile Methodologies, Change Management, Agile Project Management, Leadership, Analysis, Information Technology, Testing, Risk Management, Vendor Management, ERP, Visio, Business Requirements, Enterprise Architecture, Business Intelligence, Scrum, Requirements Gathering, Business Process, Business Process...
Education
Iona College 1981 — 1984
MBA, Management Information Systems
Fordham University 1975 — 1979
BS, Computer Management
Cardinal Hayes HS 1971 — 1975
Eileen A Sanchez's New York Life Insurance Company Experience November 2009 - Present
Job Executive Assistant at New York Life Insurance Company Human Resources Department
Industry Financial Services
Experience
New York Life Insurance Company November 2009 - Present
Oliver Wyman Leadership Development February 2008 - January 2009
Oliver Wyman Leadership Development January 2008 - January 2009
Skills
Insurance, Leadership, Management, Business Development, Project Management, Strategic Planning, Mergers & Acquisitions, Administrative..., Microsoft Excel, PowerPoint, Leadership Development, Sales, Succession Planning, Employee Benefits, Change Management, Coaching, Team Building, Recruiting, Event Planning, Employee Engagement, Organizational..., Executive Management, Organizational..., Talent Management, Budgets, Organizational Design, Human Resources
Education
Fordham University
Communications
Herbert H Lehman High School
New York Life Insurance Company November 2009 - Present
Oliver Wyman Leadership Development February 2008 - January 2009
Oliver Wyman Leadership Development January 2008 - January 2009
Skills
Insurance, Leadership, Management, Business Development, Project Management, Strategic Planning, Mergers & Acquisitions, Administrative..., Microsoft Excel, PowerPoint, Leadership Development, Sales, Succession Planning, Employee Benefits, Change Management, Coaching, Team Building, Recruiting, Event Planning, Employee Engagement, Organizational..., Executive Management, Organizational..., Talent Management, Budgets, Organizational Design, Human Resources
Education
Fordham University
Communications
Herbert H Lehman High School
Nancy Darby's New York Life Insurance Company Experience December 2010 - August 2013
Job Associate Vice President at Ares Management
Industry Financial Services
Experience
Ares Management June 2015 - Present
Barclays Wealth and Investment Management September 2013 - June 2015
New York Life Insurance Company December 2010 - August 2013
AXA Equitable August 2010 - December 2010
Legg Mason, Inc. April 2004 - August 2010
Legg Mason, Inc. / Citigroup Asset Management September 2002 - April 2004
MARCH OF DIMES BIRTH DEFECTS FOUNDATION July 1993 - September 2002
Savin 1982 - 1983
Skills
Mutual Funds
Education
Fordham University 2001 — 2007
Bachelor of Arts, Political Science
Berkeley College 1995 — 1998
Associates Degree, Paralegal Certification
Ares Management June 2015 - Present
Barclays Wealth and Investment Management September 2013 - June 2015
New York Life Insurance Company December 2010 - August 2013
AXA Equitable August 2010 - December 2010
Legg Mason, Inc. April 2004 - August 2010
Legg Mason, Inc. / Citigroup Asset Management September 2002 - April 2004
MARCH OF DIMES BIRTH DEFECTS FOUNDATION July 1993 - September 2002
Savin 1982 - 1983
Skills
Mutual Funds
Education
Fordham University 2001 — 2007
Bachelor of Arts, Political Science
Berkeley College 1995 — 1998
Associates Degree, Paralegal Certification
Edward Chiha Jr.'s New York Life Insurance Company Experience August 2014 - Present
Job Senior Associate Corporate Compliance at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company March 2011 - August 2014
New York Life August 2010 - March 2011
ACS 2000 - 2010
Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Regulatory Compliance, Investment Advisory, Securities, Mutual Funds, Asset Management, Strategic Financial..., FINRA, Employee Benefits, Insurance, Retirement Planning, Estate Planning, Financial Services, Series 7, Retirement, Financial Planning
Education
Rutgers University School of Law - Camden 2004 — 2008
JD, Law
Franklin & Marshall College 1993 — 1997
Bachelor of Arts (BA), Sociology and Anthropology
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company March 2011 - August 2014
New York Life August 2010 - March 2011
ACS 2000 - 2010
Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Regulatory Compliance, Investment Advisory, Securities, Mutual Funds, Asset Management, Strategic Financial..., FINRA, Employee Benefits, Insurance, Retirement Planning, Estate Planning, Financial Services, Series 7, Retirement, Financial Planning
Education
Rutgers University School of Law - Camden 2004 — 2008
JD, Law
Franklin & Marshall College 1993 — 1997
Bachelor of Arts (BA), Sociology and Anthropology
Sean Hebron, MBA's New York Life Insurance Company Experience June 2013 - July 2014
Job Product Manager Product Ideation and Research at Transamerica
Industry Financial Services
Experience
Transamerica August 2014 - Present
New York Life Insurance Company June 2013 - July 2014
New York Life Insurance Company September 2012 - June 2013
New York Life Insurance Company June 2011 - September 2012
New York Life Insurance Company October 2010 - June 2011
New York Life Insurance Company June 2008 - October 2010
Skills
Insurance, Product Management, Competitive Analysis, Product Marketing, Sales Analytics, Product Development, Sales Trend Analysis, Microsoft Office, Competitive Intelligence, Universal Life, Term Life Insurance, Variable Life, MBA, Product Strategies, Life Insurance, Microsoft Excel, Analysis, Market Research, Management, Business Analytics, Financial Analysis, Consumer Behaviour, Qualitative Research, Quantitative Analytics, Strategy
Education
Fordham Gabelli School of Business 2008 — 2012
MBA, Finance, Marketing
Loyola University Maryland 2004 — 2008
BA, Communications
Seton Hall Preparatory School 2000 — 2004
Transamerica August 2014 - Present
New York Life Insurance Company June 2013 - July 2014
New York Life Insurance Company September 2012 - June 2013
New York Life Insurance Company June 2011 - September 2012
New York Life Insurance Company October 2010 - June 2011
New York Life Insurance Company June 2008 - October 2010
Skills
Insurance, Product Management, Competitive Analysis, Product Marketing, Sales Analytics, Product Development, Sales Trend Analysis, Microsoft Office, Competitive Intelligence, Universal Life, Term Life Insurance, Variable Life, MBA, Product Strategies, Life Insurance, Microsoft Excel, Analysis, Market Research, Management, Business Analytics, Financial Analysis, Consumer Behaviour, Qualitative Research, Quantitative Analytics, Strategy
Education
Fordham Gabelli School of Business 2008 — 2012
MBA, Finance, Marketing
Loyola University Maryland 2004 — 2008
BA, Communications
Seton Hall Preparatory School 2000 — 2004
Chris Renelt's New York Life Insurance Company Experience April 2011 - Present
Job New York Life Agent
Industry Financial Services
Experience
New York Life Insurance Company April 2011 - Present
Education
Fort Lewis College
Business, Psycology
New York Life Insurance Company April 2011 - Present
Education
Fort Lewis College
Business, Psycology
Gregory Oldoerp's New York Life Insurance Company Experience November 2010 - April 2013
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MML Investor Services, LLC May 2013 - Present
MassMutual Greater Washington April 2013 - Present
New York Life Insurance Company November 2010 - April 2013
NYLIFE Securities LLC July 2010 - February 2013
Alpha Financial Analytics January 2006 - June 2010
Skills
Retirement Planning, Insurance Planning, Charitable Giving, Retirement Income..., IRA's, Retirement, Annuities, Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Wealth, Long Term Care, Financial Planning, 401k, Financial Advisory, Investment Strategies, Universal Life, Personal Finance, Investments, Long-term Care, Term Life Insurance, Series 63, Pensions, Morningstar, Fixed Annuities, Equities, Financial Planners, Wealth Accumulation, Life Insurance, Legacy Creation, Disability Income..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance
Education
Fort Lewis College 1997 — 2001
BA-Humanities, Anthropology, sociology
winston churchill h.s. 1994 — 1997
MML Investor Services, LLC May 2013 - Present
MassMutual Greater Washington April 2013 - Present
New York Life Insurance Company November 2010 - April 2013
NYLIFE Securities LLC July 2010 - February 2013
Alpha Financial Analytics January 2006 - June 2010
Skills
Retirement Planning, Insurance Planning, Charitable Giving, Retirement Income..., IRA's, Retirement, Annuities, Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Wealth, Long Term Care, Financial Planning, 401k, Financial Advisory, Investment Strategies, Universal Life, Personal Finance, Investments, Long-term Care, Term Life Insurance, Series 63, Pensions, Morningstar, Fixed Annuities, Equities, Financial Planners, Wealth Accumulation, Life Insurance, Legacy Creation, Disability Income..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance
Education
Fort Lewis College 1997 — 2001
BA-Humanities, Anthropology, sociology
winston churchill h.s. 1994 — 1997
Ravir DeLeon's New York Life Insurance Company Experience March 2015 - Present
Job Senior Associate Developer at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2011 - March 2015
New York Life Insurance Company November 2010 - August 2011
Fordham University January 2008 - May 2011
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Microsoft Office, COBOL, VSAM, SQL, Troubleshooting, Lotus Notes, JCL, PHP, Business Analysis, Management, Windows, HTML, Databases, Access, Operating Systems
Education
Fordham University 2007 — 2011
Bachelor of Science, Management of Information and Communications Systems
Grace H. Dodge Vocational High School 2003 — 2007
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2011 - March 2015
New York Life Insurance Company November 2010 - August 2011
Fordham University January 2008 - May 2011
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Microsoft Office, COBOL, VSAM, SQL, Troubleshooting, Lotus Notes, JCL, PHP, Business Analysis, Management, Windows, HTML, Databases, Access, Operating Systems
Education
Fordham University 2007 — 2011
Bachelor of Science, Management of Information and Communications Systems
Grace H. Dodge Vocational High School 2003 — 2007
Yee Shun (Erica) Kwan's New York Life Insurance Company Experience July 2009 - August 2009
Job Wellness SelfManagement Specialist at Mount Sinai Beth Israel
Industry Mental Health Care
Experience
Mount Sinai Beth Israel July 2014 - Present
Hamilton-Madison House July 2012 - July 2014
Geneva Worldwide November 2010 - June 2012
Hamilton Madison House June 2011 - May 2012
New York Life Insurance Company July 2009 - August 2009
Asia Bank June 2007 - August 2007
Skills
Mental Health, Mental Health Counseling, Psychology, Psychotherapy, Fluent in Cantonese, Fluent in Mandarin, Fluent in English, Research
Education
Fordham University 2010 — 2012
M.S.Ed., Mental Health Counseling
Fordham University 2006 — 2010
BS, Psychology
Mount Sinai Beth Israel July 2014 - Present
Hamilton-Madison House July 2012 - July 2014
Geneva Worldwide November 2010 - June 2012
Hamilton Madison House June 2011 - May 2012
New York Life Insurance Company July 2009 - August 2009
Asia Bank June 2007 - August 2007
Skills
Mental Health, Mental Health Counseling, Psychology, Psychotherapy, Fluent in Cantonese, Fluent in Mandarin, Fluent in English, Research
Education
Fordham University 2010 — 2012
M.S.Ed., Mental Health Counseling
Fordham University 2006 — 2010
BS, Psychology
Kim Ernest's New York Life Insurance Company Experience October 2009 - Present
Job case analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2009 - Present
Woodcrafters April 1998 - December 2009
SCI, Inc January 1999 - December 2003
Travel Temps January 1996 - December 1997
Skills
Team Leadership, Project Management, Decision Analysis, Problem Analysis, Microsoft Office, QuickBooks, Employee Training, Employee Orientations, Employee Benefits, Human Resources, Travel Assistance, Travel Sales
Education
Fresno Pacific University 2010 — 2013
Bachelor's degree, Organizational Leadership, Magna Cum Laude
Clovis High School 1974 — 1977
New York Life Insurance Company October 2009 - Present
Woodcrafters April 1998 - December 2009
SCI, Inc January 1999 - December 2003
Travel Temps January 1996 - December 1997
Skills
Team Leadership, Project Management, Decision Analysis, Problem Analysis, Microsoft Office, QuickBooks, Employee Training, Employee Orientations, Employee Benefits, Human Resources, Travel Assistance, Travel Sales
Education
Fresno Pacific University 2010 — 2013
Bachelor's degree, Organizational Leadership, Magna Cum Laude
Clovis High School 1974 — 1977
DeWayne Clarke's New York Life Insurance Company Experience 2007 - 2008
Job Senior Internal Auditor at Atlas Air
Industry Airlines/Aviation
Experience
Atlas Air December 2008 - February 2011
New York Life Insurance Company 2007 - 2008
Skills
Auditing, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Accounting
Atlas Air December 2008 - February 2011
New York Life Insurance Company 2007 - 2008
Skills
Auditing, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Accounting
Alice Nget's New York Life Insurance Company Experience July 2009 - November 2009
Job Accounting Professional
Industry Accounting
Experience
DTM Drafting & Consulting Services January 2010 - March 2011
New York Life Insurance Company July 2009 - November 2009
New York Life Insurance Company July 2007 - June 2009
US Trust January 2007 - May 2007
Kraftworks August 2006 - December 2006
Webman Associates LLC October 2005 - April 2006
Education
Fordham University 2003 — 2007
B.S., Accounting
St. Agnes Academic High School 1999 — 2003
N/A, General
DTM Drafting & Consulting Services January 2010 - March 2011
New York Life Insurance Company July 2009 - November 2009
New York Life Insurance Company July 2007 - June 2009
US Trust January 2007 - May 2007
Kraftworks August 2006 - December 2006
Webman Associates LLC October 2005 - April 2006
Education
Fordham University 2003 — 2007
B.S., Accounting
St. Agnes Academic High School 1999 — 2003
N/A, General
Brian Beckman's New York Life Insurance Company Experience April 2011 - Present
Job Agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company April 2011 - Present
Wachovia, A Wells Fargo Company 2004 - 2010
Education
Fort Hays State University 1991 — 1996
New York Life Insurance Company April 2011 - Present
Wachovia, A Wells Fargo Company 2004 - 2010
Education
Fort Hays State University 1991 — 1996
Nancy Cuozzo's New York Life Insurance Company Experience 1992 - 1994
Job Product and Regulatory Approvals Consultant at Aetna
Industry Insurance
Experience
Aetna March 2015 - Present
United Security Assurance of Pennsylvania March 2013 - March 2015
McHugh Consulting November 2009 - February 2013
UnitedHealth Group February 2003 - November 2009
Legion Insurance November 1997 - April 2002
New York Life Insurance Company 1992 - 1994
Skills
Public Speaking, Insurance, Health Insurance, Product Development, Research, Employee Benefits, Long-term Care, Project Management, Microsoft Excel, Risk Management, Microsoft Office, Claim, Medicare, Underwriting
Education
Marquette University Law School 1994 — 1997
J.D., Law
Fordham University 1986 — 1990
BA, History
Aetna March 2015 - Present
United Security Assurance of Pennsylvania March 2013 - March 2015
McHugh Consulting November 2009 - February 2013
UnitedHealth Group February 2003 - November 2009
Legion Insurance November 1997 - April 2002
New York Life Insurance Company 1992 - 1994
Skills
Public Speaking, Insurance, Health Insurance, Product Development, Research, Employee Benefits, Long-term Care, Project Management, Microsoft Excel, Risk Management, Microsoft Office, Claim, Medicare, Underwriting
Education
Marquette University Law School 1994 — 1997
J.D., Law
Fordham University 1986 — 1990
BA, History
Peter Moogan's New York Life Insurance Company Experience July 1979 - September 1988
Job Technical Site at Pitney Bowes Management Services
Industry Outsourcing/Offshoring
Experience
Pitney Bowes Management Services November 1997 - Present
American Express October 1988 - November 1997
New York Life Insurance Company July 1979 - September 1988
Skills
Shipping/receiving, Microsoft Office, Mail, Excel
Education
Forsyth Technical Community College 2007 — 2007
high school equivalency
William E Grady Vocational Technical HS 1974 — 1976
automotive mechanics
Pitney Bowes Management Services November 1997 - Present
American Express October 1988 - November 1997
New York Life Insurance Company July 1979 - September 1988
Skills
Shipping/receiving, Microsoft Office, Mail, Excel
Education
Forsyth Technical Community College 2007 — 2007
high school equivalency
William E Grady Vocational Technical HS 1974 — 1976
automotive mechanics
Melissa Teti's New York Life Insurance Company Experience October 2008 - Present
Job Auditor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2008 - Present
BDO Seidman, LLP October 2005 - August 2008
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Financial Analysis, GAAP, Internal Audit, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Statements
Education
Fordham University 2001 — 2005
Bachelor of Science, Public Accounting
New York Life Insurance Company October 2008 - Present
BDO Seidman, LLP October 2005 - August 2008
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Financial Analysis, GAAP, Internal Audit, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Statements
Education
Fordham University 2001 — 2005
Bachelor of Science, Public Accounting
Maryellen Laclaustra's New York Life Insurance Company Experience September 2012 - Present
Job Corporate Vice President Agency Finance at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2012 - Present
New York Life March 2004 - September 2012
Skills
Banking, Financial Analysis, Credit, Estate Planning, Financial Risk, Fixed Income, Marketing, Microsoft Office, Property, Social Media
Education
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company September 2012 - Present
New York Life March 2004 - September 2012
Skills
Banking, Financial Analysis, Credit, Estate Planning, Financial Risk, Fixed Income, Marketing, Microsoft Office, Property, Social Media
Education
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Kelly Pappas's New York Life Insurance Company Experience June 2008 - Present
Job Programmer at New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company June 2008 - Present
O'Rourke Irish Dancers June 2007 - Present
ENT and Allergy Associates January 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Lotus Notes, JCL, IBM Mainframe
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
New York Life Insurance Company June 2008 - Present
O'Rourke Irish Dancers June 2007 - Present
ENT and Allergy Associates January 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Lotus Notes, JCL, IBM Mainframe
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
Shirley Yeung's New York Life Insurance Company Experience June 2012 - October 2014
Job McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
New York Life Insurance Company June 2012 - October 2014
Viacom May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Financial Analysis, Teamwork, Customer Service, Tax Returns, Access, Financial Reporting
Education
Fordham University 2011 — 2013
McGladrey November 2014 - Present
New York Life Insurance Company June 2012 - October 2014
Viacom May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Financial Analysis, Teamwork, Customer Service, Tax Returns, Access, Financial Reporting
Education
Fordham University 2011 — 2013
Elly McFarland's New York Life Insurance Company Experience September 1991 - Present
Job Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Insurance Company September 1991 - Present
Skills
Accounting, Asset Management, Financial Analysis, Finance, Investments, Corporate Finance, Strategic Financial..., Portfolio Management, Valuation, Due Diligence, Asset Allocation, Financial Modeling, Alternative Investments, Risk Management, Securities, Investment Management, Capital Markets, Mergers & Acquisitions, Investment Strategies, Bloomberg, Credit, Investment Banking, Hedge Funds, Trading, Financial Advisory, Private Equity, Wealth Management, Derivatives, Managerial Finance, Financial Risk, Fund Accounting, Fund Administration, Financial Services
Education
Fordham University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and Finance
New York Life Insurance Company September 1991 - Present
Skills
Accounting, Asset Management, Financial Analysis, Finance, Investments, Corporate Finance, Strategic Financial..., Portfolio Management, Valuation, Due Diligence, Asset Allocation, Financial Modeling, Alternative Investments, Risk Management, Securities, Investment Management, Capital Markets, Mergers & Acquisitions, Investment Strategies, Bloomberg, Credit, Investment Banking, Hedge Funds, Trading, Financial Advisory, Private Equity, Wealth Management, Derivatives, Managerial Finance, Financial Risk, Fund Accounting, Fund Administration, Financial Services
Education
Fordham University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Roger B. Braxton II's New York Life Insurance Company Experience July 2014 - Present
Job Investments Sales Desk Representative at New York Life
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Skills
NMLS Licensed, Microsoft Applications, Customer Service, Outlook Express, Cold Calling, Loan Servicing, Helping Clients, Building Business..., Sales, Banking, Public Speaking, Teamwork, Microsoft Excel, Social Media, PowerPoint, Financial Services, Portfolio Management, Financial Analysis, Investments, Microsoft Office, Microsoft Word, Research
Education
Marist College 2015 — 2016
Business/Commerce, General
St. Thomas Aquinas College 2013 — 2014
Franklin & Marshall College 2008 — 2011
Economics
Don Bosco Preparatory High School 2004 — 2008
New York Life Insurance Company July 2014 - Present
Skills
NMLS Licensed, Microsoft Applications, Customer Service, Outlook Express, Cold Calling, Loan Servicing, Helping Clients, Building Business..., Sales, Banking, Public Speaking, Teamwork, Microsoft Excel, Social Media, PowerPoint, Financial Services, Portfolio Management, Financial Analysis, Investments, Microsoft Office, Microsoft Word, Research
Education
Marist College 2015 — 2016
Business/Commerce, General
St. Thomas Aquinas College 2013 — 2014
Franklin & Marshall College 2008 — 2011
Economics
Don Bosco Preparatory High School 2004 — 2008
Emily (Maniaci) Einhorn's New York Life Insurance Company Experience March 2012 - Present
Job Digital Content Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company June 2008 - March 2012
Skills
Adobe Creative Suite, Lotus Notes, Microsoft Office, Web Content Management, Project Management, Customer Service, Social Media, HTML, Jive, Vignette
Education
Fordham University 2004 — 2008
Bachelor's Degree, Visual Arts (Major) & Communications (Minor)
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company June 2008 - March 2012
Skills
Adobe Creative Suite, Lotus Notes, Microsoft Office, Web Content Management, Project Management, Customer Service, Social Media, HTML, Jive, Vignette
Education
Fordham University 2004 — 2008
Bachelor's Degree, Visual Arts (Major) & Communications (Minor)