New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life Insurance Company November 2013 - Present
Hawkins Insurance Agency, Inc. January 2006 - October 2013
Insphere Insurance Solutions November 2005 - October 2013
Skills
Term Life Insurance, Health Insurance, Licensed Life & Health..., Consultative Selling..., Trusted Advisor, Highly motivated..., High level of initiative, Dedicated Professional, Passion for Helping..., Helping Clients Succeed, High-Impact Sales..., Award Winner, Quota Achievement, Affordable Health..., Enthusiastic..., Compassion, Honest, Exceptional People..., Supervising Others, Training Leadership, Cross-functional Team..., Talent Management, Analytic Problem Solving, Solution-oriented, Customer Satisfaction, Client-oriented, Cost Saving Initiatives, Needs Analysis, Whole Life, Insurance, Retirement Planning, Universal Life, Long-term Care, Health Savings Accounts, Fixed Annuities, Life Insurance, Medicare, Critical Illness, Disability Insurance
Education
Michigan State University 1999 — 2001
Master of Science (MS)
Grand Valley State University 1995 — 1999
Bachelor of Science (BS)
Ross Beatty
Burbank Unified School District March 2015 - Present
Boys and Girls Club East Valley January 2014 - September 2014
Glendale Engineering Department July 2013 - August 2013
New York Life Insurance Company December 2012 - March 2013
Give Back Entertainment August 2010 - September 2011
Skills
Microsoft Office, PowerPoint, Communication, Community Outreach, Microsoft Excel, Team Leadership, Customer Service, Microsoft Word, Research, Social Networking, Public Speaking, Windows, English, Social Media, Teamwork
Education
Glendale Community College 2010 — 2013
Glendale Community College
Child Development
New York Life Insurance Company August 2014 - Present
Abercrombie & Fitch February 2013 - August 2014
Nordstrom October 2011 - January 2013
Nordstrom May 2012 - August 2012
Skills
Management, Merchandising, Sales, Customer Service, Customer Experience, Recruiting, Purchasing, Selling, Leadership Development, Hiring, Business Intelligence, Visual Merchandising, Retail, Store Management, Apparel, Fashion, Microsoft Office, Teamwork, Team Leadership, Store Operations, Time Management, Retail Sales, Inventory Management, Inventory Control, Loss Prevention
Education
Grand Canyon University 2015 — 2016
Master’s Degree, Accounting, 3.85
University of Arizona 2008 — 2012
Bachelor of Science (BS), Retail and Consumer Sciences
Dater Gillis Wealth Strategies July 2014 - Present
New York Life Insurance Company March 2007 - Present
NYLIFE Securities LLC March 2007 - Present
Money Management Educators April 2010 - June 2012
W&H Pacific October 2005 - May 2007
Next IT March 2003 - August 2005
Education
The American College 2010 — 2012
Chartered Financial Consultant, Financial Planning and Services
Gonzaga University 2000 — 2004
Bachelor of Science, Civil Engineering and Entrepreneurial Leadership
Anytime Fitness October 2011 - Present
New York Life Insurance Company February 2011 - October 2011
WWI-Texas Inc October 2009 - February 2011
Gold's Gym May 2008 - October 2009
Sprint 1996 - 2007
Skills
Sales Operations, Management, Sales, Training, Marketing Strategy, Operations Management, Retail, Small Business, Sales Management, Direct Sales, Team Building, Customer Service, New Business Development, Personal Training, Leadership
Education
Grand Canyon University 2009 — 2011
Western New Mexico University 1986 — 1990
New York Life Insurance Company July 2014 - Present
Spectrum Health 1996 - 2010
Skills
Permanent Life Insurance, Fixed Annuities, Term Life Insurance, Asset Protection, Income Protection, Financial consulting, Employee Benefits, Grandchild gifting, Public Speaking, Customer Service, Leadership, Small Business..., Inventory Management, Finance, Business Analysis, Financial Reporting, Insurance, Strategic Financial..., Risk Management, Management, Business Planning, Financial Analysis, Strategic Planning, Fundraising, Microsoft Office, Small business Analysis, Small Business, Small business planning
Education
Grand Valley State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Grand Rapids Community College 1995 — 1998
Associate of Arts (A.A.)
New York Life Insurance Company September 2014 - Present
Skills
Air Freight, Transportation, Freight, International Logistics, Leadership, Logistics, Freight Forwarding, Logistics Management, Contract Negotiation, Transportation..., Operations Management, Pricing, Supply Chain Management, Shipping, 3PL, Training, Sales, International Business, Supply Chain, International Sales, Warehousing, Customs Regulations, Public Relations, Airlines, International Trade, Management, Trucking, Account Management, New Business Development, Press Releases, Supply Chain..., Media Relations, Political Campaigns, Transportation Planning, Corporate Communications, Creative Writer, Negotiation, U.S. Army, Newsletters, Speech Writing, Insurance, Life Insurance, Gifting Strategies, Asset Protection, Key Person Protection
Education
US. Army, Ft. Meade, MD 1998 — 1998
Certificate, Public Affairs Officer Advanced Course
Governors State University 1996 — 1997
Master of Arts (M.A.), Media Communications and Journalism
U.S. Army, Ft. Knox, KY 1996 — 1996
Certificate, Armor Officer Advanced Course
U.S. Army, Ft. Knox, KY 1990 — 1991
Certificate, Armor Officer Basic Course
Northern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), History
Thornridge High School 1982 — 1986
Graduation Diploma, Academic
Notary Rotary September 2014 - April 2015
NRI Insurance Services, LLC September 2014 - April 2015
New York Life Insurance Company May 2014 - September 2014
Wells Fargo October 2012 - April 2014
Iowa Legal Aid January 2012 - May 2012
Grinnell Student Government Association August 2007 - June 2010
Mortar Board August 2009 - May 2010
Political Science Department, Grinnell College September 2008 - May 2010
Grinnell College October 2007 - May 2010
Iowa Attorney General's Office May 2008 - July 2008
Skills
Public Speaking, Research, Statistics, Policy, Community Outreach, Data Analysis, International Relations, Public Policy, Microsoft Office, Politics, Editing, Policy Analysis, Nonprofits, Grant Writing, Fundraising, Insurance
Education
Grinnell College 2006 — 2010
B.A., Political Science, 3.667
Valley High School 2002 — 2006
HS Degree, 4.1091
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company February 2010 - Present
New York Life Insurance Company February 2010 - April 2013
New York Life Insurance Company October 2000 - February 2010
THE AMERICAN MUSEUM OF NATURAL HISTORY September 1999 - October 2000
THE NEW VICTORY THEATER December 1995 - September 1999
Skills
Customer Services, Complaint Resolution, Process Analysis, Change Management, Training & Mentoring, Report Specification, Project Management, Enterprise-level..., Consultative Approach
Education
Gonzaga University
New York Life Insurance Company 2013 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Retirement, Small Business, Succession Planning, Retirement Planning, Wealth Preservation...
Education
Golf Academy of America-Altamonte Springs 2009 — 2010
Associate's degree, Business Administration and Management, General
IBM August 2014 - Present
Steelcase August 2013 - July 2014
Huntington National Bank April 2012 - June 2013
Grand Valley State University 2009 - 2013
New York Life Insurance Company August 2011 - April 2012
Skills
Teamwork, Customer Service, Research, Microsoft Office, Microsoft Excel, Analytics, PowerPoint, Problem Solving, Data Analysis, Stata, SAP, Time Management, Social Media, Leadership
Education
Grand Valley State University 2013 — 2014
Master of Business Administration (MBA)
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Economic and Finance
Martin Financial LTC June 2006 - Present
Private Financial Group, Huntington National Bank April 1997 - June 2006
Amex Life-Long Term Care 1993 - 1997
New York Life Insurance Company 1987 - 1993
Skills
Insurance, Health Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Long Term Care Insurance, Life Insurance, Employee Benefits, Disability Insurance, Estate Planning, Medicare, Financial Planners, Whole Life, Retirement, 401k, Small Business, Health Savings Accounts, Wealth, Critical Illness, Fixed Annuities, Medicaid, Affordable Care Act..., Long Term Care, Financial Planning, Brokers
Education
Gettysburg College 1966 — 1970
BA,Dual Major, Economics & Business Administration
New York Life Insurance Company April 2013 - Present
Scholastic Inc. February 2013 - March 2013
Gettysburg College September 2009 - May 2012
AON Physical Therapy and Wellness May 2011 - July 2011
LifeStyle Rx Valley Care Health Systems July 2010 - July 2010
STEMS June 2010 - July 2010
New York Giants August 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Social Networking, Outlook
Education
Gettysburg College 2008 — 2012
Bachelor of Arts in Health Science
Chemical Bank May 2014 - Present
New York Life Insurance Company January 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Customer Service, Social Media, Social Networking, Time Management, Sales, Credit, Finance, Financial Analysis, Investments, Analysis, Financial Services, Teamwork, Leadership, Life Insurance, Marketing, Credit Analysis, Public Speaking, Banking, Underwriting, Financial Planning, Commercial Banking, Loans, Insurance
Education
Grand Valley State University 2011 — 2013
Bachelors in Business Administration, Finance
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company 2013 - 2015
New York Life Insurance Company 2013 - 2015
NYLIFE Securities LLC July 2010 - September 2013
United States Air Force November 1981 - December 2001
Skills
Recruiting, Training, Time Management, Interviews, Thought Leadership, College Recruiting, Financial Recruiting, Hands On leader, Interviewing, Communication, Multi-tasking Skills, Financial Services, Insurance, Retirement Planning, Retirement, Small Business, Life Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Finance, Leadership, Team Building, Customer Service, Sales, Public Speaking, Strategy, Financial Planning, Term Life Insurance
Education
Golden Gate University 1985 — 1987
MBA, Business
University of Georgia - Terry College of Business 1978 — 1981
BBA, Business systems
New York Life Insurance Company July 2011 - Present
Skills
Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Administrative..., Insurance, Data Entry, Access, Time Management, Event Planning, Spreadsheets, Office Management, Public Speaking, Administrative...
Education
Byron Center High School 1996 — 2000
High School Diploma
Grand Rapids Community College
AIG Global Real Estate October 2014 - Present
CBRE December 2011 - September 2014
GEMSA Loan Services July 2010 - November 2011
New York Life Insurance Company June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Argus Modeling, Microsoft Excel, Commercial Real Estate..., Real Estate Development, Commercial Real Estate, Underwriting, Real Estate Due..., Portfolio Management, Real Estate Transactions, Real Estate Economics, Investments, Valuation, Mortgage Underwriting
Education
Gettysburg College 2006 — 2010
BA, Management, Economics
New York Life Insurance Company July 2002 - Present
Self-employed 2002 - 2010
YMCA September 2007 - March 2008
Skills
Creativity Skills, Customer Satisfaction, Mentoring, Social Services, Problem Solving, Product Design, Sales Process, Public Relations, Venture Philanthropy, Philosophy of Mind, Philosophy of Religion, Philosophy Of Science, Cross-functional Team..., Team Leadership, Team Building, Teaching, Early Childhood..., Early Intervention, Early Childhood..., Cpr Certified, Childcare, Coaching
Education
Grand Rapids Community College 2007 — 2013
Early Childhood Certifiation, Early Childhood Education and Teaching
Grand Valley State University 2001 — 2007
Bachelor of Arts (B.A.), Liberal Studies: Including Creativity, Education, Visionary Thinking, Sociology and Religion
Provident Insurance Group, LLC August 2014 - Present
Imperial Strategies, LLC May 2013 - August 2014
NAIFA-Scottsdale July 2011 - June 2013
New York Life Insurance Company January 2009 - May 2013
Cox Communications June 2004 - December 2008
Skills
Mortgage Protection, Business Planning, Special Needs Planning, Life Insurance, Long Term Care, Retirement, Annuities, Mutual Funds, 401k Rollovers, Fixed Annuities, Long-term Care, Financial Advisory, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, Financial Planners, Financial Services, Sales, Disability Insurance, Management, Small Business, Financial Planning
Education
Glendale Community College 2004 — 2006
Associate's degree
The Hartford School of Insurance
Wells Fargo Advisors December 2014 - Present
Bank of America Merrill Lynch October 2012 - November 2014
New York Life Insurance Company October 2011 - October 2012
Aithent Regulatory & Compliance Solutions 2006 - 2011
Rhoads Online Institute Inc. 2006 - 2011
RTCware/Penn Rhoads Institute 2003 - 2006
Seton Hall University - University College 2001 - 2003
EVCI Financial Services & Insurance Group 2000 - 2001
The College of Insurance / St. Johns University 1987 - 2000
Skills
Risk Management, Management, Insurance, Leadership, Financial Services, Investments, Strategic Planning, Financial Analysis, Financial Advisory, Financial Planning, Program Management, Asset Allocation, Marketing, Public Speaking, Wealth Management
Education
MBA, Seton Hall University, Stillman School of Business
MBA, Economics/Finance/Marketing
Harvard University Graduate School of Education
MLE, Adult Learning
Princeton Theological Seminary
M Div, Adult Learning & Religion
Gordon College 1971 — 1975
Bachelor of Arts, Social Science
Northeast High School 1968 — 1971
Academic Diploma
Georgia Vocational Rehabilitation Agency August 2015 - Present
Grady Health System August 2014 - May 2015
Oak Hill Child, Adolescent and Family Center August 2014 - May 2015
Georgia State University January 2014 - January 2015
New York Life Insurance Company September 2012 - April 2013
Alpha Chi Omega Fraternity, Inc. January 2012 - December 2012
Challenging Horizons Program 2011 - December 2011
Vital Connections of the Midlands August 2010 - December 2010
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Research, Social Media, Community Outreach, Leadership, Risk Management, Data Analysis, Data Entry, CPR Certified, Psychology, Social Services, Psychotherapy, Group Therapy, Teamwork, Fundraising, Nonprofits
Education
Georgia State University 2013 — 2015
Master of Science (M.S.), Rehabilitation Counseling
University of South Carolina-Columbia 2009 — 2013
Bachelor's degree, Experimental Psychology
NVINT August 2013 - February 2015
Data Strategy May 2011 - July 2013
Great Lakes Computer February 2007 - May 2011
Hollister Co. January 2006 - January 2007
New York Life Insurance Company January 2005 - December 2005
Beckering Construction April 2000 - September 2004
Skills
Emerging Technologies, Mobile Application..., Mobile Marketing, Mobile UX, Mobile Technology, Graphic Design, Sales, Managed Services, Customer Service, Hardware, Management, Data Center, Storage, Leadership, HP Proliant, VMware, Storage Virtualization, Virtualization, Disaster Recovery, IBM Servers, EMC Storage, Building Relationships, Business Continuity..., Enterprise Software, Cold Calling, Adobe Creative Suite, New Business Development, CSS, HP, CSS Javascript, Motion Graphics, IBM Storage, VMware Server, Entrepreneurship, Adobe Fireworks, Google Analytics, Cisco Technologies, Google API, Networking
Education
Grand Valley State University 2003 — 2005
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
Grand Valley State University 2003 — 2005
BA Finance, Finance, Accounting, Info Systems, 3.34
Grand Rapids Community College 2001 — 2003
BA, Finance/Accounting, 3.5
Thornapple Kellogg High School 1998 — 2001
Diploma, Business, 3.77/4.0
New York Life Insurance Company May 2014 - Present
Skills
Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Investments, Customer Service
Education
Grambling State University 1993 — 1998
Economics, Political Science, Finance
New York Life Insurance Company October 2014 - Present
JPMorgan Chase March 2014 - Present
JPMorgan Chase February 2014 - Present
JPMorgan Chase September 2013 - Present
Wells Fargo December 2010 - August 2013
New York Life Insurance Company June 2008 - December 2009
Skills
Banking, Credit, Loans, Mortgage Lending, Loan Origination, Consumer Lending, Small Business Lending, Retail Banking, Credit Analysis, Mortgage Banking, Portfolio Management, Cross Selling, Lines Of Credit, Relationship Management, Financial Services, Cash Management, Credit Cards, Investment Banking, Investments, Residential Mortgages, Wealth Management, Mutual Funds, Refinance, Financial Risk, Finance, Securities, Treasury Management, Fixed Income, Financial Analysis, Risk Management, Private Banking, Equities, Financial Modeling, Corporate Finance, Operational Risk, Retirement Planning, Branch Banking, FX Options, Trade Finance, AML, Commercial Mortgages, Asset Management, Strategic Financial..., Deposits, Derivatives, Capital Markets, Underwriting, Credit Risk, Funding, Series 63
Education
Glendale Community College
Associate's degree, English Language and Literature/Letters
University of California, Los Angeles
Bachelor's degree, English Language and Literature/Letters
Northwest College
State of California Board of Pharmacy Certification, Pharmacology
Strategic Wealth Group, LLC. October 2014 - Present
New York Life Insurance Company December 2011 - October 2014
Skills
Fixed Annuities, Life Insurance, Investments, Strategic Financial..., Securities, IRAs, Retirement Planning, Financial Services, Mortgage Lending, Leadership, Sales, Estate Planning, Long Term Care Insurance, Business Owner Planning, BOLI, COLI, Accounting, Financial Planning
Education
Georgia Southwestern State University 2005 — 2009
Southwest Georgia Academy
AutoZone July 2006 - Present
New York Life Insurance Company January 2004 - June 2006
Skills
Leadership Development, Inventory Management, Loss Prevention, Team Management, Multi-Cultural Team..., Long-term Customer..., Customer Service, Profit Maximization, PowerPoint, Gross Profit Analysis, Customer Oriented, Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Inventory Control, Employee Training, Sales Operations, Sales Management, Hiring Personnel, Loss Prevention..., Leading Meetings, Leading Change, Microsoft Excel, Strategic Leadership, New Business Development, Increase Productivity, Microsoft Word, Increased Profitability, Windows, Profit
Education
Governors State University 2012 — 2014
Bachelor's degree, Business Administration and Management, General
South Suburban College 2010 — 2012
Associate's degree, Criminology
New York Life Insurance Company December 2012 - Present
State Farm Insurance June 2012 - November 2012
Country Club of Salisbury July 2010 - April 2012
Skills
Retirement Planning, Life Insurance, Annuity Sales, Term Life Insurance, Fixed Annuities, Disability Insurance, Whole Life, Health Insurance, Universal Life, Insurance, Financial Planning, Tax Diversification, Long-term Care
Education
Golf Academy of America-Myrtle Beach 2009 — 2010
East Rowan High School 2000 — 2004
Round Lake Area Schools CUSD # 116 November 2013 - Present
New York Life Insurance Company July 2012 - May 2013
The Horton Group June 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Budgets, Strategic Planning, Public Speaking, Negotiation, Financial Analysis, Marketing, Event Planning, Recruiting, Leadership, Social Networking, Marketing Strategy, Insurance, Finance, Sales, Customer Satisfaction, Training, Team Building, Employee Benefits, Team Management, Management, Team Leadership, Account Management, Coaching
Education
Loyola University of Chicago 2007 — 2009
Bachelor of Arts (B.A.), Creative Writing/Poetry
Grand Valley State University 2003 — 2006
NA, Creative Writing/English, Public Relations & Advertising
New York Life Insurance Company March 2015 - Present
Health Alliance Plan July 2014 - January 2015
Aetna May 2013 - May 2014
State of Michigan April 2013 - May 2013
United Healthcare August 2011 - November 2012
UnitedHealthcare November 2007 - July 2011
Surefil December 2006 - September 2007
Amway 2001 - 2006
Amway June 1999 - October 2001
Amway August 1998 - December 2000
Skills
Sales Management, Business Strategy, New Business Development, Strategic Planning, Growth Planning, Growth Management, Sales Effectiveness, Medicare, Management, Cross-functional Team..., Business Development, Sales Operations, Insurance, Marketing, Marketing Strategy, Start-ups, Sales, P&L Management, Selling, Team Building, Analysis, B2B, E-commerce, Program Management, Managed Care, Mergers & Acquisitions, Customer Service, Healthcare, Market Research, Product Development, Customer Retention, Leadership, Project Management, Account Management, Business Planning, Contract Negotiation, Health Insurance, Process Improvement, Retail, Strategy, Training, Data Analysis, Competitive Analysis, CRM, Medicaid, Marketing Communications, Six Sigma
Education
Grand Valley State University 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing, 3.6
Michigan State University 1986 — 1991
BS, Engineering
Catholic Central
Catholic Central
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company November 2012 - Present
Skills
Strategic Planning, Thought Leadership, Insurance, Key Person Protection, Estate Planning, Multi-generational..., 401(k) Rollovers, Licensed in Long-Term..., Wealth Preservation..., Protection..., Annuity Sales, Licensed Life Insurance..., Legacies, Multi-generational..., Retirement Planning, Securities, Financial Services, Public Speaking, Life Insurance, Protection..., Retirement, Budgets
Education
Gordon College 2002 — 2006
B.A, Philosophy
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company 2013 - April 2015
Angell Pension Group 2012 - 2013
Mercer 2005 - 2012
CitiStreet 2001 - 2005
Tuition Management Systems 2001 - 2001
Fidelity Investments 2000 - 2001
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Administration, Client Service, Benefits, Customer Relations, Strategic Planning, Excel, PowerPoint, Word, Writing, Profit Sharing, Client Services, Process Improvement, Problem Solving, Wordpress, Employee Benefits, Financial Services, Microsoft Excel, ERISA, Defined Contribution, Relationship Management, Qualified Retirement..., Management, Pensions, Customer Service, Mutual Funds, Leadership, Retirement Planning, Microsoft Word
Education
Providence College
MBA, Business Administration and Management, General
Goucher College 1991 — 1995
BA, Management
SevenStep RPO May 2013 - June 2015
CVS Caremark Corporation May 2013 - April 2015
General Motors November 2013 - October 2014
The Home Depot December 2012 - May 2013
New York Life Insurance Company January 2012 - February 2013
Gordon College August 2011 - May 2012
Gordon College August 2009 - May 2012
Dunkin Donuts June 2011 - August 2011
Skills
Recruiting, Microsoft Excel, Data Entry, Microsoft Office, Sales, PowerPoint, French, Human Resources, Full-Cycle Hiring..., Candidate..., Applicant Tracking..., Compensation Negotiation, Teamwork, Life Insurance, Health Insurance, Finance, Communication, Spanish, Series 6, Long-term Care, Computer Proficiency, Excel, BrassRing, Taleo, Visual Basic
Education
Gordon College 2009 — 2012
Bachelor of Arts (BA), Business Administration and International Business
North Shore Community College 2008 — 2009
Wells Fargo February 2011 - May 2015
New York Life Insurance Company June 2008 - January 2011
Bon Air Baptist Church November 2003 - April 2007
Culpeper Baptist Church January 1997 - October 2003
Gardner-Webb University January 1990 - December 1996
Skills
Non-profit Leadership, Strategic Financial..., Leadership Development, Leadership, Community Outreach, Organizational..., Retail Banking, Team Building, Nonprofits, Retirement Planning, Non-profit..., Non-profit Volunteering, Ministry Leadership, College Ministry, Church Administration
Education
Gordon Conwell Theological Seminary
Doctor of Ministry, Organizational Leadership
Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Religious Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) with Honors in Psychology
Center for Strategic and International Studies (CSIS) February 2014 - Present
McLarty Associates April 2012 - Present
New York Life Insurance Company May 2008 - March 2012
U.S.-India Business Council August 1998 - April 2008
Skills
Life Insurance, Insurance, Government, Speech Writing, Strategic Planning, Public Speaking, Financial Services, Regulations, International Business..., Politics, Regulatory Affairs, International Relations, Legislation, Public Policy, television regulation, Investor Dispute..., Government of India, Leadership, Mergers & Acquisitions, Business Development, Public Affairs, International..., Emerging Markets, Management, Economics, Economic Development, Policy, Policy Analysis, Strategic Communications
Education
Grand Valley State University 1993 — 1998
Bachelor, Russian Studies
Clinton High School
Vanguard June 2014 - Present
New York Life Insurance Company May 2013 - September 2013
Austen Morris Associates September 2012 - December 2012
Skills
Mandarin, Chinese history, Data Analysis, International Economics, Public Speaking, Marketing Strategy, Investments, Event Planning, Applied Mathematics, Leadership, Time Management
Education
Gettysburg College 2010 — 2014
Economics, Chinese Studies
Wall High School 2006 — 2010
High School Diploma, 3.96
PepsiCo - Pepsi Beverages Company September 2013 - Present
Perrigo September 2012 - May 2013
Chase October 2011 - July 2012
New York Life Insurance Company October 2010 - June 2011
LeFevre Family Bowl/Len and Gerry's Pub January 2011 - April 2011
Grand Valley State University September 2008 - August 2010
Swan Valley Golf and Banquet May 2008 - August 2010
Skills
Financial Analysis, Finance, Budgets, Financial Modeling, Microsoft Excel, Essbase, Organization, Leadership, Human Resources, Analysis, Strategic Financial..., Time Management, Forecasting, Sales, Accounting
Education
Grand Valley State University 2008 — 2013
Bachelor of Business Administration, Finance and Marketing
Nouvel Catholic Central High School 2004 — 2012
Medicare Part D January 2012 - Present
CVS Caremark Corporation 2012 - Present
New York Life Insurance Company 2011 - January 2012
Skills
Health Insurance, Insurance, Customer Service, Call Centers, Employee Benefits, Medicare, Microsoft Office, Data Entry, Outlook, Claim, Microsoft Excel, Process Improvement, Access, Microsoft Word, PowerPoint
Education
Grantham University 2014 — 2016
Bachelor's Degree, Healthcare Managament, 3.0
Eat Technical High 1993 — 1997
HIGH SCHOOL DIPLOMA, Psychology, 3.0
Gun Lake Casino April 2015 - Present
Renny Henley February 2012 - Present
Seasons in time restaurant and Jake's good timesbar June 2014 - April 2015
New York Life Insurance Company August 2012 - January 2014
G.B. Russo & Son October 1997 - September 2012
Skills
Fixed Annuities, Life Insurance, Long-term Care, Retirement Planning, Term Life Insurance, IRAs, Disability Insurance, Whole Life, Long Term Care Insurance, Retirement, College Savings Plans, Universal Life, Key Person Protection, Buy-sell Agreements, Roth IRA, Insurance, Guaranteed Lifetime..., Wealth Accumulation, Estate Planning, Customer Service, Marketing, Sales, Public Relations, Leadership, Time Management, Event Management, Social Media, Social Networking, Team Building, Public Speaking, Strategic Planning, Community Outreach, Hospitality, Training, Nonprofits, Small Business, Social Media Marketing, Marketing Strategy, Management, Advertising, Customer Satisfaction, Inventory Management, Employee Benefits
Education
East Kentwood High School
Diploma
Grand Rapids Community College
New York Life Insurance Company April 2013 - Present
University of Mary Washington January 2011 - Present
GEICO January 2006 - January 2009
Pinnacle Peak and Hidden Valley Inn January 2004 - January 2006
Houlihan's Restaurant September 1999 - March 2003
Houlihan’s Old Place January 1999 - January 2003
Skills
Training, Process Scheduler, Troubleshooting, Policy, Research, Restaurants, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis
Education
University of Mary Washington 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), American History (United States)
Germanna Community College 2009 — 2010
A.S, History
International College of Hospitality Management 2003 — 2004
A.S, Hospitality Management
Cloud Benefits Insurance Agency January 1996 - Present
New York Life Insurance Company January 1995 - January 1996
Skills
Employee Benefits, Long-term Care, Strategy, Wealth Management, Health Insurance, Sales, Disability Insurance, Life Insurance, Sales Management, Health Savings Accounts, Small Business, Term Life Insurance, Cloud Computing, Insurance, Dentistry, Whole Life, Business Development, Retirement
Education
Golden Gate University 1987 — 1991
Sherwood College 1981 — 1986
New York Life Insurance Company July 2014 - March 2015
State Farm Insurance Company June 2010 - July 2014
Skills
Life Insurance, Disability Insurance, Health Insurance, Property, Commercial Insurance, Long-term Care, Whole Life, Universal Life, Term Life Insurance, General Insurance, Umbrella Insurance, Small Business, Employee Benefits, Long Term Care Insurance, Sales, Customer Service, Underwriting, Homeowners, Liability, Workers Compensation, Claim, Professional Liability, Financial Planning, Financial Services
Education
Greenville Technical College 2009 — 2010
Respiratory Care Therapy/Therapist
Mondo April 2015 - Present
Mondo February 2014 - March 2015
Power Home Remodeling Group September 2013 - February 2014
Agenda Trade show 2012 - 2014
Gettysburg College August 2009 - May 2013
New York Life Insurance Company June 2012 - August 2012
Sportstars Inc May 2010 - August 2010
Skills
Sales, Marketing, Critical Thinking, Public Speaking, Research, Microsoft Word, Microsoft Office, Competitive Analysis, Higher Education, Social Media, Microsoft Excel, Cold Calling, Social Networking, Manage Client..., CRM, Social Media Marketing, Training, Leadership, Management
Education
Gettysburg College
Bachelor of Arts (B.A.), History Major and Business minor
Market Masters August 2013 - Present
Life Vantage January 2014 - July 2014
New York Life Insurance Company February 2011 - December 2013
Living for a Better You January 2007 - May 2011
Skills
Sports Marketing, Sales, Golf Club Repair, Golf Instruction, Marketing, Wealth, Health Club Management, Business Planning, Entrepreneurship, Business Development, Wealth Management, Customer Service, Recruiting, Financial Services, IRAs, Term Life Insurance, Estate Planning, Health Insurance, Life Insurance, Long Term Care Insurance, Retirement, Disability Insurance, Financial Advisory, Investment Strategies, Financial Goals, Investment Management, Alternative Investments, Homeowners, Retirement Planning, Fixed Annuities, Wealth Accumulation
Education
Golf Academy of America-Altamonte Springs 2014 — 2015
Associate’s Degree, Golf Course Operation and Grounds Management
Peppinos Grill Pizzeria and Sports Lounge August 2013 - Present
New York Life Insurance Company March 2013 - July 2014
jets pizza January 2010 - March 2013
Skills
Finance, Economics, Forecasting, Management, Financial Analysis, Financial Modeling, Microsoft Excel, Leadership, Data Analysis, Time Management, Strategic Financial..., Investments, Asset Management, Corporate Finance, Valuation
Education
Grand Valley State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Valley State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Bryan E. Soler January 2013 - Present
Washington Elementary School PTA June 2012 - Present
Atlas Capital Advisors LLC June 2012 - September 2012
Burlingame Community Education Foundation August 2011 - June 2012
The Guardian Life Insurance Company of America November 2010 - October 2011
New York Life Insurance Company May 2010 - November 2010
Primerica June 2006 - May 2010
ZipRealty, Inc. August 2004 - March 2006
Skills
Estate Planning, Insurance, Mutual Funds, Strategic Financial..., Small Business, Retirement Planning, Asset Management, Fitness, Retirement, Leadership, Investment Advisory, Portfolio Management, Marketing, Investments, Wealth Management, Financial Analysis
Education
Golden Gate University 2013 — 2017
Bachelor of Science (BS), Finance and Financial Management Services
The American College 2010 — 2014
Chartered Financial Consultant
Grace M. Davis High School 2000 — 2001
Fred C. Beyer High School 1997 — 2000
Robert W. Baird & Co. August 2006 - Present
5/3 Securities April 2005 - August 2006
Morgan Stanley March 2004 - April 2005
New York Life Insurance Company January 2003 - March 2004
Education
Grand Valley State University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Kingston University 2001 — 2001
International Business
Numerate Partners, LLC January 2012 - Present
Rabjohns Financial Group April 2010 - September 2010
New York Life Insurance Company November 2009 - March 2010
Health Care Service Corporation 2000 - 2009
Parson Group fka Current Assets 1998 - 2000
Illinois Insurance Exchange June 1986 - June 1997
Saif Corporation June 1982 - January 1986
Skills
Variable Contracts, Medicare Supplements, Disability Insurance, Contract Negotiation, Long Term Care, Property & Casualty..., Annuities, Financial Analysis, Strategic Planning, Financial Planning, Mergers, Analysis, Compliance, Excel, Process Improvement, Healthcare, Team Building, Financial Reporting, Accounting, Budgeting, Health Insurance, Employee Benefits, Negotiation, Business Analysis, Financial Modeling, Due Diligence, Customer Relations, Word, Workers Compensation, Employee Relations, Microsoft Office, Investments, Forecasting, Change Management, Problem Solving, Estate Planning, Account Management, Health, Process Engineering, Benefits Administration, SOX, Business Planning, Insurance, Risk Management, Auditing
Education
Golden Gate University 1977 — 1981
MBA, Management
West Texas A&M University 1961 — 1966
BS, Pre-Law
Various Music Festivals & Events June 2008 - Present
New York Life Insurance Company November 2010 - July 2011
DeVos Place Convention Center January 2010 - May 2010
Ronald McDonald House of Western Michigan June 2009 - November 2009
Grand Rapids/Kent County Convention & Visitors Bureau October 2008 - December 2008
Grand Rapids/Kent County Convention & Visitors Bureau April 2008 - October 2008
Grand Rapids/Kent County Convention and Visitors Bureau January 2008 - April 2008
Skills
Event Management, Fundraising, Event Planning, Marketing, Corporate Events, Volunteer Management, Trade Shows, Recruiting, Management, Sales, Music, Community Development, Research, Sourcing, Hospitality Industry, Coordination, Social Media, Customer Service, Public Relations, Social Networking
Education
Grand Valley State University 2005 — 2010
Bachelor of Science (BS)
Grand Valley State University 2005 — 2009
B.S.
Sweetwater Financial, LLC July 2011 - Present
Grillo & Associates January 2004 - July 2012
New York Life Insurance Company March 2001 - June 2005
Skills
Retirement Planning, Finance, Marketing, Real Estate, Leadership, Retirement, Customer Service, Life Insurance, Strategic Planning, Estate Planning, Sales, Strategic Financial..., Fixed Annuities, Disability Insurance, Small Business
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Georgia Southern University 1996 — 1999
New York Life Insurance Company July 2015 - Present
Farmers Insurance January 2015 - June 2015
Mavo Systems July 2011 - December 2014
GetWebEdge December 2010 - October 2011
Suddath Relocation Systems January 2011 - June 2011
Skills
Customer Service, Team Building, Leadership, Life Insurance, Long Term Care Insurance, Fixed Annuities, English to Spanish, Budget Management, College Funding..., Retirement, Multi-generational..., 401k Rollovers, Debt Management
Education
Globe University-Woodbury 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Information Technology
Hennepin Technical College 2009 — 2010
Certificate, Visual Basic Programmer
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company May 2013 - Present
Round-ball Round-up June 2004 - June 2013
Marty Mcdonald State Farm Insurance October 2011 - May 2013
Georgia Southwestern State University Athletic Department August 2009 - October 2011
Pinewood Christian Academy May 2007 - August 2008
Skills
Employee Benefits, Financial Services, Family Planning, Life Insurance, Leadership, Small Business Benefits, Estate Planning, Customer Service, Event Planning, Public Speaking, Time Management, Social Media, Microsoft Excel, Microsoft Word, Marketing, Event Management, Marketing Communications, Public Relations, PowerPoint, Microsoft Office, Research
Education
Georgia Southwestern State University 2009 — 2013
Bachelor's degree, Business Management
Pinewood Christian Academy 2004 — 2009
Quest Financial October 2013 - Present
New York Life Insurance Company December 2009 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, SAP, Social Media, Training, Payroll, Employee Benefits, Leadership, Marketing
Education
Georgia Southern University - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Allstate Financial November 2012 - Present
New York Life Insurance Company January 2011 - October 2012
Wachovia, A Wells Fargo Company March 2008 - January 2011
LNB Commercial Capital August 2006 - April 2008
Bank of America March 1997 - April 2006
Skills
Insurance, Financial Planning, Career Transitions, Banking, Securities, Retirement Planning, Annuities, Wealth Management, IRA's, Mutual Funds, 401k, Insurance Planning, Investments, Term Life Insurance, Retirement, Financial Analysis, Strategic Financial..., Fixed Annuities, IRAs, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Financial Services, Loans
Education
Goldey Beacom College 2005 — 2010
Bachelor of Science, Business Administration Management
Rowan University 1990 — 1995
Undergrad, Political Science
Brandywine High School 1986 — 1990
General Studies
All-Phase Electric, (CED Consolidated Electrical Distributors) February 2013 - Present
CED (Consolidated Electrical Distributors) April 2010 - February 2013
Lane Hospitality October 2005 - April 2010
Renaissance Recovery Solutions, LLC July 2009 - February 2010
Sabor Latino Inc February 2002 - December 2008
New York Life Insurance Company April 2008 - August 2008
Skills
Management, Sales Management, Inventory Management, Customer Service, Energy Efficiency, Supplier Management, Bilingual-Spanish, Project Management, Cultural Diversity, Purchasing, Green Energy, Lighting, Electrical Maintenance, Training, Electricity, Logistics, Marketing Strategy, Sustainable Energy, Sales, Supply Management, Event Management
Education
Grand Valley State University 2005 — 2008
BBA, International Business, Finance, Spanish
Pontificia Universidad Católica de Chile 2007 — 2007
Kellogg Community College 2002 — 2005
AA, General Business Transfer Program
Marshall High School 1997 — 2002
High School Diploma, College Prep
Stadion Money Management 2003 - Present
Fidelity Investments 1996 - 2002
New York Life Insurance Company 1990 - 1995
Skills
Series 63, Series 7, 401k, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Alternative Investments, Pensions, Investments, Series 65, Separately Managed..., Series 6, ETFs, Investment Strategies
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1992
MS, Risk Management
University of Georgia - Terry College of Business 1982 — 1987
BBA, Finance
New York Life Insurance Company October 2013 - Present
New England Patriots 2009 - 2013
Skills
Sports, Sports Marketing, Public Relations, Public Speaking, PowerPoint, Marketing, Event Planning, Event Management, Coaching, Facebook, Leadership, Social Media Marketing, Social Networking, Sponsorship, Sports Management, Research, Social Media, Finance, Management
Education
Gordon College 2009 — 2013
Bachelor's degree, Communication and Media Studies
Gordon College
Communications
New York Life Insurance Company August 2015 - Present
Angelic Magazine May 2014 - Present
Zenefits May 2015 - July 2015
Grand Canyon University April 2014 - May 2015
Anthropologie September 2012 - November 2013
Au Pair May 2013 - August 2013
Skills
Public Speaking, Leadership, Great Motivator, Educational Leadership, Interpersonal Leadership, Social Media, Time Management, Sales, Coaching, Project Planning, Customer Service, Event Planning, Research, Microsoft Office, PowerPoint
Education
Grand Canyon University 2011 — 2015
Bachelor of Science (B.S.), Education: emphasis in Biology and ESL
Williams Field High School 2008 — 2011
NYLIFE Securities, LLC 2013 - Present
New York Life Insurance Company 2013 - Present
Gordon College 2004 - 2012
Covenant College 2002 - 2004
Skills
Investments, Financial Services, Investment Strategies, Securities, Mutual Funds, Risk Management, Business Planning, Research, Asset Protection, Higher Education, Student Affairs, Student Development, Teaching, Education Funding, Leadership Development, Long Term Care Insurance, Nonprofits, Program Development, Variable Annuities, fixed annuities, Community Outreach, Public Speaking, Event Planning
Education
Gordon Conwell Theological Seminary 1997 — 2007
Master of Arts (MA), Theology/Theological Studies
Wheaton College 1988 — 1992
Bachelor of Arts (BA)
Virginia Military Institute 1987 — 1988
Chemistry
New York Life Insurance Company July 2015 - Present
Ross Stores, Inc. March 2014 - July 2015
Monroe Baptist Church, Bellwood IL August 2001 - 2015
Monroe Baptist Church 2001 - 2015
Monroe Baptist Church 2001 - 2015
Mutual of Omaha July 2012 - June 2013
TCF Bank July 2011 - October 2012
ST. Paul Federal Bak 1985 - 2000
Skills
Building Relationships, Selling, Customer Service, Direct Sales, Strategic Planning, Licensed Life and...
Education
Grand Canyon University 2011 — 2013
Master's Degree, Urban Ministry, 3.71 GPA
University of Phoenix 2006 — 2011
Bachelor's Degree, Business Administration and Management, General, 3.48
Austin High School 1969 — 1973
High School, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company June 2015 - Present
Moody Bible Institute January 2015 - May 2015
Lewis Consultation August 2011 - January 2015
Gonzaga University January 2013 - May 2014
Moody Institute January 2009 - May 2009
Moody Aviation June 2007 - May 2009
Skills
Management, Data Analysis, Aviation, Research, Leadership, Customer Service, Nonprofits, Marketing, Business Planning, Personal Finance, Retirement Income..., Protection...
Education
Gonzaga University - School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), GPA: 3.96
Moody Aviation 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Aviation & Technology, GPA: 3.54
Fidelity Investments February 2015 - Present
Fidelity Investments November 2014 - February 2015
Wells Fargo March 2013 - September 2014
Integrated Planning Solutions April 2011 - July 2012
New York Life Insurance Company April 2009 - April 2011
Edward Jones May 2008 - April 2009
Hull Middle School January 2006 - May 2008
Skills
Retirement Planning, Estate Planning, Financial Planning, Long-term Care, Start-ups, Business Planning, Financial Reporting, Corporate Finance, Finance, Human Resources, Payroll, Employee Benefits, Strategic Financial..., Leadership, Investments, Financial Analysis, Series 7, series 66, Team Building, Management, Financial Advisory, Retirement, Life Insurance, Insurance, Uniform Combined State...
Education
Oglethorpe University 2015 — 2017
Certified Financial Planner Program
Georgia Southern University 2003 — 2005
BS, Sport Management with minor in Business Admin.
Middle Georgia College 2001 — 2003
A.S., Business Administration
New York Life Insurance Company September 2014 - Present
NFC Amenity Management February 2014 - December 2014
Wellness 360, Inc September 2008 - June 2011
Plus One Health Management Inc September 2001 - June 2004
Plus One Health Management Inc March 1998 - February 2000
Skills
Account Management, Solution Selling, Customer Service, Sales, New Business Development, Process Improvement, Lifestyle, Product Management, Corporations, Financial Needs Analysis, Long-term Customer..., Presentation Skills, Voluntary Employee..., Life Insurance, Retirement Planning, Small Business..., Small Business, Licensed in Long Term..., Relationship Building, Communication, Intercultural..., Event Co-ordination, Problem Solving, Employee Benefits, Asset Protection, Supplements to Employee..., Customer Satisfaction, Business Insurance..., Term Life Insurance, Service Delivery, Writing, Direct Sales, Fixed Annuities, Personal Training, Fitness, Strength Training, Negotiation, Microsoft Office
Education
Georgian College 1986 — 1988
Post-Graduate Diploma, Recreation Therapy, Therapeutic Recreation/Recreational Therapy
Trent University 1981 — 1985
Bachelor of Science (B.Sc.), Industrial and Organizational Psychology
Laker-Beacon Group, LLC April 2013 - Present
New York Life Insurance Company March 2013 - April 2013
State Farm September 2011 - February 2013
Greensboro Grasshoppers 2008 - 2011
Skills
Disability Insurance, 401k, Fixed Annuities, Retirement, Series 6, Insurance, Retirement Planning, Whole Life, Customer Service, IRAs, Life Insurance, Term Life Insurance, Sales, Financial Planners, Series 63, Microsoft Excel, Marketing, Long-term Care, Uniform Combined State..., Long Term Care Insurance, Property & Casualty..., Underwriting, Liability, Universal Life, Deferred Compensation, Strategic Financial..., Exit Strategies, Employee Benefits, Non-Qualified Deferred..., Indexed Annuities, Employee Retention, Wealth Management, Voluntary Employee..., Small Business, Strategic Planning, Finance, Management, Financial Planning, Leadership
Education
Old Dominion University 2006 — 2007
Master's degree, Sport Management
Greensboro College 2002 — 2006
Bachelor's degree, Sport Adminstration
West Potomac High School
Wolverine World Wide July 2014 - Present
Wolverine World Wide January 2013 - July 2014
New York Life Insurance Company August 2012 - January 2013
WGVU March 2009 - August 2012
PNC August 2011 - March 2012
WGVU January 2010 - August 2011
Rockford United Methodist Church February 2009 - August 2011
Regent Broadcasting November 2008 - April 2009
MVP 2006 - 2009
Cannon Pool 2005 - 2008
Skills
Customer Service, Scheduling, Microsoft Office, Event Planning, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Networking, Teamwork, Team Leadership, Sales, Data Entry, Process Scheduler, Leadership, Marketing Communications, Marketing, Account Management, Market Research, Sales Management, Time Management, Social Media
Education
Grand Valley State University 2008 — 2012
Bachelor
Kingston University 2012 — 2012
Study Abroad
New York Life Insurance Company June 2015 - Present
Grambling State University December 2013 - September 2014
Grambling State University June 2013 - December 2013
Grambling State University January 2011 - June 2013
Gilbreath Communications Inc September 1991 - March 2011
Grambling State University March 2007 - November 2007
The Variable Annuity Life Insurance Company (VALIC) 1988 - 1991
US Airways 1981 - 1984
American Airlines 1980 - 1980
Skills
Public Relations, Media Relations, Public Speaking, Fundraising, Training, Newsletters, Leadership, Event Management, Marketing Communications, Nonprofits, Event Planning, Press Releases, Community Outreach, Advertising, Marketing, Copywriting, Management, Strategic Planning, Social Media, Social Media Marketing, Leadership Development, Social Networking, Editing, Research, Corporate Communications, Higher Education, Non-profits, Grant Writing, Community Development, Business Development, Media Buying, Life & Health Insurance..., Fixed Annuities, Long Term Care Insurance, Retirement Planning, Business Insurance..., Networking, Creative Problem Solving, Strategy
Education
Texas Southern University 2012 — 2013
Executive MBA, Business Administration and Management, General, 3.7 GPA
Grambling State University 1974 — 1978
B.S., Economics, Management
Tucson High School 1970 — 1974
Diploma, 9th - 12th
Hegemon Group International July 2015 - Present
New York Life Insurance Company February 2015 - July 2015
Self Employed January 2013 - January 2015
Kaspersky Lab April 2008 - June 2012
Finjan, Inc (Acquired by M86 Security) May 2007 - January 2008
Webroot Software 2005 - 2007
Blue Coat Systems November 2003 - April 2005
Radware, Inc. June 2000 - November 2003
Allot Communications March 1999 - May 2000
Hewlett-Packard September 1987 - March 1999
Skills
SaaS, Enterprise Software, Channel Partners, Solution Selling, Security, Cloud Computing, Sales Operations, Channel Management, Team Leadership, Virtualization, Go-to-market Strategy, Channel Expansion, Distribution Strategies, Business Development, Start-ups, Channel Sales, Demand Generation, Endpoint Security, Sales, Selling, Network Security, Software Industry, Sales Enablement, Pre-sales, Strategic Alliances, Channel Program..., Networking, Partner Management, Coaching, Strategic Planning, Licensed life and..., Guaranteed Lifetime..., Long Term Care Insurance, Personal Finance, Retirement Planning, Wealth Transfer, Annuity Sales, Estate Planning, Buy-sell Agreements, Income Protection, Gifting Strategies, Supplements to Employee..., Education Funding
Education
Georgia State University 1982 — 1987
Bachelor of Business Administration (BBA), Mathmatics and Computer Information Systems
Mutual of Omaha July 2014 - Present
New York Life Insurance Company January 2013 - January 2014
Pristine Home Improvement January 2005 - December 2010
Judd Wire/Harmon Personell Services January 2003 - December 2005
Telaxis Communications/DBA Staffing January 2000 - December 2001
Greenfield Community College January 1997 - October 1998
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Business Analysis, Social Media Marketing, Market Research, Marketing, Logistics Management, Account Management, Small Business, Online Marketing, Team Building, Public Relations, Customer Service, Sales, Marketing Strategy, Social Media, Advertising, Public Speaking, Social Networking, Insurance
Education
Quincy College 2009 — 2011
Business/Managerial Economics
Greenfield Community College 1996 — 2000
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Franklin county Technical 1994 — 1997
High School, Landscape Horticulture/ Building Maintinance and Remodeling, Senior/ Graduated
New York Life Insurance Company December 2014 - August 2015
Al Bourdeau Insurance Agency May 2014 - July 2014
Johnny Pomodoro's Fresh Market May 2013 - July 2013
Covenant Capital Investments June 2011 - April 2013
Skills
Teamwork, Leadership, Public Speaking, People Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Accounting, Time Management, Organization Skills, Customer Service, Invoicing, Financial Analysis, Strategic Planning, Project Management, AMS360, MIS, Finance, Social Media
Education
Grand Valley State University 2013 — 2016
Bachelor's Degree, Finance, Economics, Studio Art
Oakland University 2012 — 2013
General
New York Life Insurance Company 2015 - Present
Kaiser Permanente April 2015 - 2015
Trinity Aftercare 2014 - 2015
Kaiser Foundation Health Plan September 2011 - 2014
Alpha Phi Alpha Fraternity, Inc. 2011 - 2013
Kaiser Foundation Health Plan March 2009 - August 2011
Kaiser Foundation Health Plan June 2007 - February 2009
Morehouse Business Association 2005 - 2006
General Electric - NBC Universal May 2005 - August 2005
Skills
Process Improvement, Insurance, Employee Benefits, Underwriting, Account Management, Public Speaking, Cross-functional Team..., Staff Development, Finance, Mentoring, Coaching, Team Leadership, Leadership, Project Management, Interviews, Microsoft Excel, Training, Strategic Planning
Education
Morehouse College 2004 — 2006
B.A., Business Admin - Finance
Glendale Community College 2001 — 2003
Associate of Arts Degree, General Education
St. Francis High School 1996 — 2000
High School Diploma
New York Life Insurance Company May 2015 - Present
P.F. Chang's China Bistro June 2011 - June 2015
Skills
Finance, Customer Service, Leadership, Sales, Marketing, Time Management, Team Building, Employee Benefits, Microsoft Office, Microsoft Excel, Social Media, Management, Communication, Public Speaking, Social Networking
Education
Virginia Commonwealth University 2015 — 2016
Bachelor of Business Administration (B.B.A.)
Grand Valley State University 2010 — 2013
New York Life Insurance Company June 2015 - Present
Skills
Customer Service, Life Insurance, Sales, Investments, Retirement Planning, Risk Management, Marketing, Finance, Financial Planning, Fixed Annuities, waitress for 15 years...
Education
Granite State College Littleton, NH 2000 — 2003
Bachelor of Science (B.S.), Behavioral Sciences, 3.25
Granite State College
Bachelor’s Degree, Behavioral Sciences, 3.25
New York Life Insurance Company May 2012 - Present
Cartridge on Wheels February 2005 - April 2012
Skills
Selling, Photocopier, Salesforce.com, Print Management, SPIN Selling, Sales Leadership..., Major Account..., Marketing Strategy, Strategic Planning, Key Account Management, Channel Sales..., Customer Service, Office Equipment, Major Accounts, Sales Presentations, Deal Closure, C Level Selling, Strategic Selling, Consultative Sales..., Sales Operations, Printers, Solution Selling, Sales Prospecting, Market Penetration, Software Solutions, Product Development, Document Capture, Sales, Cold Calling, Complex Sales, Strategic Sales, Sales Process, Direct Sales, SMB Sales, Quotas, Indirect Channel Sales, Qualifying Prospects, Sales Management, B2B, Software Industry, Document Management, Account Management, National Accounts, Selling Skills, Sales Channel..., Product Management, Hunter, Prospecting Skills, Exceeding Quotas, Managed Services
Education
Grambling State University 2001 — 2004
Bachelor of Science, Marketing
Essex Mortgage April 2015 - Present
New York Life Insurance Company July 2014 - October 2014
Adcogroup World January 2013 - July 2014
Mortgage June 2004 - May 2012
US Navy February 1998 - March 2002
Skills
Freight Broker, Forwarder, Truck, intermodal, Transport, Logistics, Freight Forwarding, 3PL, Carrier, Distribution, Pickup, Rail, Delivery, Retail, Leadership, Budgets, Merchandising, Project Planning, Strategic Planning, Contract Negotiation, Account Management, Team Building, Small Business, Risk Management, Problem Solving, Building Relationships, Charitable Giving, Creative Problem Solving, Communication, Management, Freight, Transportation, Warehousing, Shipping, Transfer, Goods, Merchandise, Manufacture, Consumer, Customer Service
Education
Golden West College 1992 — 1996
Recording Engineering, Recording Arts Technology/Technician/Pre Law
Marina High School 1989 — 1992
High School, General
New York Life Insurance Company March 2015 - Present
PuroClean Corporate Headquarters 2014 - 2015
ServiceMaster 2010 - 2014
ServiceMaster 2008 - 2010
First Horizon National Corporation 2005 - 2007
First Horizon National Corporation 1996 - 2005
Skills
Business Development, New Business Development, Customer Retention, Sales, Sales Presentations, Face to Face Sales, Sales Management, Customer Satisfaction, Training, Marketing, Strategic Planning, Performance Management, Cross Selling, Cold Calling, Communication Skills, Account Management, Webinars, Conflict Resolution, Team Building, Brand Awareness, Contract Negotiation, Service Level Agreements, Program Facilitation, National Account..., Trade Shows, B2B
Education
Grambling State University
Bachelor's Degree, Business Management
University of Phoenix
Business Administration and Management, General, 4.0
Contract Financial Services Sales & Non-Profit Volunteer June 2012 - Present
Financial Products Distribution & Relationship Management June 2012 - Present
Valspresso Funds 2015 - 2015
Saybrus Partners January 2011 - June 2012
Davidson Trust Co. March 2009 - December 2009
New York Life Insurance Company May 1998 - June 2008
GNA 1988 - 1992
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Wealth Management, Investments, 401k, Fixed Annuities, Financial Advisory, Licensed Life & Health..., Life Insurance, Relationship Management, Financial Services, Estate Planning, Finance, Retirement, Wealth, Series 6, IRAs
Education
Gonzaga University - School of Business Administration
BBA, Marketing
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company June 2015 - Present
Kindred at Home September 2014 - June 2015
Education
Granite State College
Bachelor's degree, Behavioral Sciences
New York Life Insurance Company May 2015 - Present
Skills
Languages, Sports, Drawing, Graphic Design, Musical Instruments
Education
The University of Georgia 2015 — 2017
Risk Management
Georgia State University 2013 — 2015
Johns Creek High School 2011 — 2013
High School
New York Life Insurance Company November 2014 - Present
San Antonio ISD August 2013 - June 2014
Northside Ford May 2011 - January 2013
Red McCombs Toyota January 2006 - June 2009
Bob Baker Chevrolet & Subaru May 2004 - June 2005
Bob Baker Chevrolet & Subaru January 2001 - January 2003
Enterprise Advertising July 1999 - October 2000
Skills
Negotiation Skills, People Skills, Persuasiveness, Determination, Dedicated Professional, Computers, Learn New Software..., Body Language, Observational, Listener, Goal Oriented, Negotiation, Customer Satisfaction, New Business Development, Sales Process, Customer Service, Customer Retention, Team Building, Sales, Marketing Strategy, Strategic Planning, Marketing, Account Management, Customer Relations, Time Management, Education Funding..., Customer Insight, Supplements to Employee..., Whole Life Insurance, Thought Leadership, Writing, LGBT Planning, Term Life Insurance, Workshop Facilitation, Succession Planning, Wealth Preservation...
Education
Palo Alto College 2008 — 2013
Computer Science, 3.5
San Diego State University-California State University 1996 — 2009
Bachelor of Arts (BA), Chicano Studies, 3.5
Grossmont College 1998 — 2003
General Education, 3.8
Rancho Verde High School, 17750 Lasselle St, Moreno Valley, CA 92551 1991 — 1996
diploma, College Prep and Honors, 3.5
New York Life Insurance Company September 2015 - Present
Unforgettable Occasions June 2013 - August 2015
Champion Mindset Group June 2013 - August 2013
Dunham's Sports December 2012 - June 2013
Skills
Microsoft Excel, Customer Satisfaction, Public Speaking, Communication, Team Management, Money Management, Social Networking, Data Analysis, Finance, Leadership
Education
Grand Valley State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Economics, Junior
Kingston University 2015 — 2015
Study Abroad Summer School
Lake Orion High School 2009 — 2013
High School
Baker Holtz January 2015 - Present
Harbor Life Church June 2014 - Present
Habitat for Humanity of Kent County November 2012 - January 2015
Everett's Landscape Management September 2011 - November 2012
New York Life Insurance Company June 2010 - August 2011
New York Life Insurance Company February 2010 - August 2011
D.J.'s Lawn Service March 2009 - March 2010
Gaines Utility Authority May 2005 - January 2009
Skills
Databases, Microsoft Excel, Customer Service, Raiser's Edge, Crystal Reports, Microsoft Office, Excel, Active Team Player, Learning Quickly, Close Attention to..., Problem Solving, Customer Relations, Public Speaking, Comfortable working..., Managing Database, Database Administration, Retirement
Education
Grand Valley State University 2012 — 2013
B.S., Business Administration, Accounting emphasis
Grand Valley State University - 2009 Honors College graduate 2004 — 2009
B.S., Business Administration, Finance emphasis
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company October 2014 - Present
United Heritage August 2014 - October 2014
Precision Design and Trim June 2013 - August 2013
Gold's Gym September 2012 - December 2012
Skills
Customer Service, Public Speaking, Communication, Insurance, Management, Finance, 401k Rollovers, Marketing, Retirement Planning, Financial Services, Employee Benefits, Passion for Success, IRAs, 401k, Work Ethic, Estate Planning, Roth IRA, Mutual Funds, Wealth Accumulation, Wealth Preservation..., Teamwork, Financial Planning, Long-term Care
Education
Lewis-Clark State College 2010 — 2014
Bachelor of Science (BS), Kinesiology and Exercise Science
Gonzaga University 2009 — 2010
ClearPath Capital Partners September 2014 - December 2014
Northern California Community Loan Fund June 2014 - August 2014
Earthly Nutrition September 2013 - February 2014
Nolo September 2013 - January 2014
Mathnasium - The Math Learning Center May 2013 - August 2013
New York Life Insurance Company January 2013 - May 2013
Gap Inc./Old Navy November 2012 - January 2013
Skills
Finance, Macroeconomics, Asset Management, Market Research, Entrepreneurship, Financial Economics, Microsoft Excel, Microsoft Office, Customer Service, English, Management, PowerPoint, Social Networking, Time Management, Sales Management, Sales, Microsoft Word, Advertising, Outlook, Leadership, Social Media
Education
University of California, Berkeley 2013 — 2015
Bachelor's Degree, Economics, 3.80
Glendale Community College 2011 — 2013
Transfer, General Studies, 3.83
Hoover HS 2007 — 2011
Diploma
New York Life Insurance Company November 2012 - Present
Farmers Insurance August 2011 - November 2012
Comcast SportsNet February 2009 - November 2011
KRON-TV November 2001 - February 2009
CNN May 1989 - November 2000
Reserve Rent-A-Car 1987 - 1989
Humanics Publishing 1985 - 1987
Skills
Insurance, Commercial Insurance, General Insurance, Property & Casualty..., Umbrella, Liability, General Liability, Renters, Umbrella Insurance, Legal Liability, Health Insurance, Account Management, Workers Compensation, Broadcast, Life Insurance, Fixed Annuities, Underwriting, Disability Insurance, Retirement Planning, Small Business
Education
Georgia State University 1984 — 1987
Bachelor of Science (BS), Communication and Media Studies
New York Life Insurance Company July 2012 - Present
Fifth Third Bank June 2011 - July 2012
Fifth Third Bank June 2009 - July 2011
Fifth Third Bank March 2005 - June 2009
Fifth Third Bank July 2002 - March 2005
Skills
Banking, Financial Services, Insurance, Finance, Business Economics
Education
Grand Valley State University 2002 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Business Economics
West Catholic
MetLife December 2014 - Present
RL Financial Group January 1994 - Present
New York Life Insurance Company December 2012 - December 2014
CUNA Mutual Group March 2013 - November 2013
Nationwide Insurance June 2003 - December 2012
Nationwide Financial June 2000 - June 2003
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Finance, General
Huntington National Bank May 2015 - Present
Comerica Bank June 2013 - May 2015
Lake Michigan Credit Union January 2013 - May 2013
Boy Scouts of America August 2012 - May 2013
New York Life Insurance Company 2007 - 2009
Skills
Financial Analysis, Credit Analysis, Banking, Finance, Credit, Commercial Banking, Credit Risk, Accounting, Cash Flow, Underwriting, Small Business Lending, Loans, Risk Management, Commercial Lending, Portfolio Management, Loan Origination, Mortgage Lending
Education
Grand Valley State University 2008 — 2012
BBA Finance
Indiana University - Kelley School of Business 2011 — 2011
Finance
Kenowa Hills High School
Health and Safety Institute July 2013 - Present
CareTech Solutions August 2012 - July 2013
Thrivent Financial for Lutherans May 2011 - June 2012
New York Life Insurance Company November 2009 - March 2010
Meadows Golf Course March 2007 - September 2008
Skills
Technical Support, Windows 7, Windows XP Pro, Microsoft Office, Active Directory, Microsoft SQL Server, Investments, Financial Analysis, Insurance, Strategic Financial..., Finance, Financial Modeling, Risk Management, Long-term Care, Retirement Planning, Troubleshooting, Customer Service
Education
Grand Valley State University 2005 — 2010
BS, Finance
ITT Technical Institute-Troy 2012 — 2013
Associate of Science (A.S.), Network and System Administration/Administrator
New York Life Insurance Company March 2012 - Present
Business for Self March 2008 - February 2012
W Atlanta Perimeter June 2008 - May 2009
W Chicago Lakeshore November 2002 - January 2003
W New York Times Square November 2001 - January 2002
W Union Square November 2000 - December 2000
Skills
Financial Analysis, Financial Risk, Insurance, Customer Service, Finance, Portfolio Management, Financial Services, Time Management, Estate Planning, Trusts, Investments, Investment Strategies, 401k Rollovers, Roth IRA, IRAs, Simple IRA, SEP IRA, Municipal Bonds, Foreign Currency, Currency Futures, Equity Trading, Fixed Annuities, Variable Annuities, 403 b, 404 Compliance, ERISA, Mutual Funds, Pension Funds, Capital Markets, Long Term Care Insurance, Succession Planning, Bonds, Foreign Exchange, licensed long term care, Marketing, Sales, Credit, Banking, Leadership, Due Diligence, Financial Planning, Budgets, Risk Management, Program Management
Education
Georgia State University 1992 — 1998
B.S., Hospitality Management
Seoul National University 1995 — 1996
3 Semester Course, International Business
Milton High School 1989 — 1992
College Prep, Marketing
New York Life Insurance Company February 2014 - Present
Citi July 2013 - February 2014
Wells Fargo May 2012 - June 2013
Union Bank July 2011 - May 2012
Bank of America Home Loans October 2007 - July 2011
Meta Financial July 2004 - October 2007
Bank of America October 2002 - July 2004
Bank of America March 2001 - October 2002
Skills
Life Insurance, Retirement Planning, Asset Protection, Estate Planning, Small Business, Leadership, Risk Management
Education
Golden Gate University 1999 — 2000
MBA in Finance, Personal Finance
Pontifícia Universidade Católica do Rio de Janeiro 1980 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Suburban Propane November 2010 - Present
Fluor February 2005 - June 2009
New York Life Insurance Company April 2002 - February 2005
ManpowerGroup February 2000 - April 2002
Skills
Budgets, Editing, Strategic Planning, Negotiation, Accounting, Team Building, Event Planning, Public Relations, Project Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Visio, Administrative..., Adobe Acrobat, Proliance, SAP, ADDS, DOS, Windows Vista, Photoshop, My Publisher, Document Control, Human Resources, Recruiting, Sales, Customer Service, Marketing, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Account Management, Account Reconciliation, Management, Employee Benefits, Employee Relations, Employee Management, Employment, Government Contracting, License Management, Event Management, Computer Vision
Education
Alabama School of Banking
Banking
Georgia State University
Business Administration and Management, General
AT&T Mobility September 2008 - Present
BellSouth/AT&T September 2004 - September 2008
Earthlink January 2002 - September 2004
Wachovia, A Wells Fargo Company April 2000 - February 2002
New York Life Insurance Company April 1995 - April 2000
Skills
Competitive Analysis, Telecommunications, Cross-functional Team..., Analytics, Go-to-market Strategy, Product Management, Mobile Devices, Strategy, Segmentation, Product Marketing, Customer Experience, CRM, Multi-channel Marketing, Customer Insight, Strategic Partnerships, Business Intelligence, Market Research
Education
Georgia State University 1987 — 2000
B.S. Psychology
Fifth Third Bank January 2014 - Present
L&B Portfolio March 2010 - December 2013
Huntington National Bank April 2012 - August 2012
New York Life Insurance Company April 2011 - March 2012
Skills
Excel, PowerPoint, Word, Microsoft Office, SPSS, Customer Service, Microsoft Excel, Insurance
Education
Grand Valley State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Futurity First June 2014 - Present
Combined Insurance United States September 2011 - April 2014
New York Life Insurance Company February 2009 - January 2011
New York Life Insurance Company January 2006 - February 2009
New York Life Insurance Company October 2002 - January 2006
Skills
Life Insurance, Retirement Planning, Investments, Insurance, Strategy, Financial Services, Leadership, Risk Management, Portfolio Management, Finance, Sales, Business Planning, Management, Recruiting, Retirement, Financial Planning, Health Insurance, Estate Planning, Financial Advisory, Marketing, Disability Insurance, Term Life Insurance, Strategic Planning, Series 7, Employee Benefits, Fixed Annuities, Small Business, Long-term Care, Wealth Management
Education
The American College 2003 — 2010
Master's Degree, CLU, LUTC, CLTC
Georgia State University 1996 — 2002
Bachelor, Business AdministrationFinance and Marketing major
New York Life Insurance Company March 2010 - Present
New York Life Insurance Company March 2010 - Present
American Red Cross of Greater Cleveland September 2008 - June 2009
Huntington National Bank October 1993 - November 2007
Skills
401k Rollovers, Charitable Giving, Fixed Annuities, LGBT Planning, Grandchild Gifting, Licensed Life and..., Long Term Care Insurance, Retirement Income..., Retirement Planning, Small Business
Education
Graceland University 1959 — 1961
A.A., Liberal Arts
Fairview High School
Kent State University
Education
New York Life Insurance Company May 2009 - September 2014
Merrill Lynch May 2007 - December 2008
UBS Financial Services September 2005 - May 2007
Faith to Finance, NFP July 2002 - August 2005
World Renew August 1994 - June 2002
Ambassadors Fellowship November 1989 - July 1994
Kraft Foods February 1987 - November 1989
Corn Products International 1982 - 1987
Education
The University of Chicago - Booth School of Business 1983 — 1988
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1976 — 1980
BS, Chemical Engineering
Grambling High School 1972 — 1976
High School
Grambling State University 1975 — 1975
Aryzta October 2014 - Present
Aryzta April 2005 - October 2014
TransWestern Publishing January 2005 - April 2005
New York Life Insurance Company November 2003 - September 2004
Capital District YMCA February 2000 - November 2003
Valor Consulting Services, Ltd January 1991 - January 2000
Valor Consulting 1989 - 1996
Matthew Bender Publishing January 1988 - February 1990
Matthew Bender Publishing 1988 - 1990
NYNEX Business Centers June 1981 - December 1987
Skills
Problem Solving, Recruiting, Budgets, Customer Service, Account Management, Team Building, Microsoft Excel, PowerPoint, Management
Education
Grand Canyon University 2011 — 2012
Master of Science (MS), Leadership
Kaplan University 2008 — 2011
BS, Business Administration/HR Management
Grand Canyon University
Masters, Organizational Leadership
Kaplan University
BS Degree, Business Administration/HR Management
Schenectady County Community College
AAS
Catholic Health Initiatives June 2015 - Present
The Training Associates March 2015 - June 2015
Independent Contractor October 2008 - December 2014
Catholic Health Initiatives April 2014 - August 2014
The Training Associates April 2013 - June 2013
The Training Associates April 2012 - October 2012
New York Life Insurance Company September 1996 - April 2009
Skills
Training, Program Management, Small Business, Leadership, Customer Service, Management, Process Improvement, Operations Management, Project Planning, Coaching, Strategic Planning, Organizational..., Consulting, Public Speaking, Project Management, Recruiting, Logistics, New Business Development, Insurance, Software Documentation, Cross-functional Team..., Entrepreneurship, Business Planning, Microsoft Excel, Budgets, Team Building, Start-ups, Instructional Design, Training Delivery, Team Leadership, Leadership Development, Sales, CRM, Instructor-Led-Training, Technical Training, Virtual Training, Problem Solving, Team Management, Sales Management, Sales Operations, Customer Relations, Supervisory Skills, Transportation, Documentation, Writing, Negotiation, Change Management, Marketing, Instructor-led Training, Employee Training
Education
Green River Community College
New York Life Insurance Company October 2011 - Present
JPMorgan January 2008 - October 2010
AIG Retirement Services September 2005 - December 2007
Foresters December 2003 - August 2005
AIG American General September 1999 - December 2003
Skills
Mutual Funds, Customer Relations, Mergers, Long Term Care, 401k, 529 Plans, Disability Insurance, Annuities, IRA's, Whole Life, Term Life Insurance, Universal Life, 403b, Series 6, Series 63, Fixed Annuities, IRAs, Insurance, Life Insurance, Long-term Care
Education
Grand Valley State University 1993 — 1996
BS, Crimainal Justice
Muskegon Community College 1989 — 1993
AA, Criminal Justice
New York Life Insurance Company October 2012 - Present
Radius Restaurant June 2010 - November 2012
Bricco Restaurant May 2008 - September 2009
Boston Public Restaurant October 2007 - May 2008
Taste Restaurant October 2006 - October 2007
Vin Restaurant & Lounge May 2006 - October 2006
I4 Commerce January 2006 - May 2006
Skills
Strategic Planning, Team Building, Business Strategy, Change Management, Process Improvement, Project Planning, Customer Experience, Close Attention to..., Sales, Customer Service, Critical Thinking, Supply Chain..., German, French, Microsoft Word, Microsoft Excel, Insurance, Retirement Planning, College Education..., Investments, Buy-sell Agreements, 401k Rollovers, 403 b, Fixed Annuities, Variable Annuities, Personal Financial..., Financial Services
Education
Maastricht University 2009 — 2011
MSc, International Business
Goucher College 2000 — 2004
BA, Philosophy, Psychology
West Windsor - Plainsboro High School 1996 — 2000
High School Diploma
ADTEK Engineers, Inc August 2000 - Present
Erol Ozdermir, CPA July 1997 - August 2000
MCI May 1993 - December 1994
New York Life Insurance Company July 1990 - January 1993
Skills
Outlook, Microsoft Excel, Accounts Payable, Microsoft Word, Microsoft Office, Contract Management, BST, General Ledger, GAAP, Fixed Assets, Journal Entries, Deltek Vision, Financial Reporting, Bookkeeping, Payroll, Budgets, Internal Controls, Deltek, Cash Management
Education
Georgian Court University 1986 — 1990
BS, Accounting
American University of Paris 1989 — 1989
Accounting and Business/Management
New York Life Insurance Company November 2009 - Present
FSC Securities 2006 - 2007
The Dempsey Companies September 2000 - September 2006
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Underwriting, Insurance, Fixed Annuities
Education
Georgia State University 1972 — 1976
BA, Sociology
Pioneer Financial Group August 2013 - Present
New York Life Insurance Company May 2008 - June 2009
Sterling Life Insurance Company May 2007 - May 2008
Skills
Strategic Financial..., Small Business, Financial Services, Pensions, Retirement Planning, Retirement, Life Insurance, Insurance, Fixed Annuities
Education
Georgia Southwestern State University 2002 — 2006
Business Administration/Management, Accounting
The Hartford March 2014 - Present
Guardian Life Insurance 2006 - March 2014
New York Life Insurance Company 2001 - 2005
Best Buy 1992 - 2000
Skills
Disability Insurance, Life Insurance, Insurance, Long-term Care, Fixed Annuities, Employee Benefits, Retirement Planning, Health Insurance, Sales Management, Sales, Account Management, New Business Development, Customer Service, Strategic Planning, Term Life Insurance, Sales Operations, Series 6, Retail, Marketing, Team Building, Brokers, Health Savings Accounts, Group Insurance, Voluntary Employee...
Education
Grand Canyon University
Bachelor of Science (BS), Applied Management
New York Life Insurance Company December 2009 - Present
MPI Research April 2006 - December 2008
Skills
Estate planning, Portfolio Management, Investments, Mutual Funds, 529 Plans, Life Insurance, Bonds, Retirement Planning, Wealth Management, Financial Planning, Budgeting, Estate Planning, Strategic Financial..., Insurance, Asset Allocation, Budgets, Finance, Fixed Annuities, Personal Finance, Retirement, Financial Services, Tax, Wealth
Education
Grand Valley State University 2002 — 2006
Bachelor of Science (B.S.)
The American College for Financial Planning 2012 — 2014
Certified Financial Planner (CFP), Financial Planning and Services
Unity Christian High School 1998 — 2002
New York Life Insurance Company March 2009 - Present
Skills
Customer Service, Team Building, Leadership, Social Media, Microsoft Office, Management, Event Management, Public Speaking, Social Networking, Process Improvement, Teaching, Program Management, Sales, Leadership Development
Education
Grand Canyon University 2013 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
Mesa Community College 2007 — 2010
Associates, Business and Arts
barclaycard February 2013 - Present
Done Right Handyman May 2011 - February 2013
New York Life Insurance Company November 2010 - May 2011
Prudential Financial January 2010 - June 2010
CSS Custom Electronics July 2003 - October 2009
Skills
Finance, Customer Service, Sales, Microsoft Office, Banking, Customer Satisfaction, Outlook, Credit, Financial Analysis, Series 6, Series 63, Life & Health Insurance..., Credit Analysis, Credit Risk, Credit Cards
Education
Goldey Beacom College 2007 — 2010
Business of Science, Business Administration; Financial Management
University of Delaware 2004 — 2007
Associates, Arts; University Studies
Charter School of Wilmington 2000 — 2004
Silver Cross Hospital December 2011 - Present
New York Life Insurance Company October 2007 - September 2011
U. S. Army June 1999 - May 2007
Education
Governors State University 2009 — 2012
Bachelor of Arts (B.A.)(Almost), Interdisciplinary Studies
VanDyk Mortgage Corporation September 2014 - Present
Treadstone Mortgage January 2014 - August 2014
Burger King Corporation 2013 - 2013
New York Life Insurance Company July 2012 - October 2012
Skills
Marketing, Insurance, Leadership, Selling, Sales, Time Management, Customer Satisfaction, Management, Team Leadership, Training, Financial Analysis, Business Planning, Strategy, Finance, Social Networking, Customer Service, First Time Home Buyers, Investment Properties, Microsoft Office, Mortgage Lending, Public Speaking, Social Media
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company October 2013 - May 2014
New York Life Insurance Company January 2012 - October 2013
New York Life Insurance Company July 2011 - January 2012
Prudential January 1992 - June 2011
Genworth Financial April 2008 - January 2009
Skills
Mutual Funds, Fixed Annuities, Investments, Strategic Financial..., Asset Management, Retirement, Investment Management, Finance, Pensions, Life Insurance, Analysis, Financial Services, Series 63, Series 7
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
MBA, Finance; Capital Markets
Rutgers University-New Brunswick 1988 — 1992
BS, Business Management
Designation; CPA
Designation; Chartered Financial Analyst
Georgia Department of Economic Development October 2013 - Present
Georgia Department of Economic Development April 2013 - October 2013
Saigon Cafe June 2012 - June 2013
Saigon Gourmet February 2011 - June 2012
Real People Models & Talents September 2009 - October 2011
New York Life Insurance Company November 2010 - May 2011
Skills
Social Networking, Facebook, Social Media Marketing, Event Planning, Advertising, Social Media, Marketing Communications, Public Relations, Marketing, Market Research, Leadership, Blogging, Online Marketing, Press Releases, Strategic Communications
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
North Gwinnet High School 2008 — 2011
Bank of Ann Arbor July 2012 - Present
Fifth Third Bank August 2011 - June 2012
New York Life Insurance Company April 2010 - January 2011
Skills
Analytical, Debt/Equity Analysis, Investment Research, Economic and Industry..., Interpersonal, Morningstar, Value Line, Zacks Investment..., Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Banking, Project Management, Business Acumen, Customer Service, Customer Relations, Data Analysis, Fundraising, Creative Solutions, Strategic Planning, Variance Analysis, Corporate Finance
Education
Grand Valley State University 2005 — 2009
BBA, Finance, Human Resources
Keyence August 2014 - Present
New York Life Insurance Company February 2013 - May 2014
Sky Auto Sales June 2009 - April 2013
Skills
PowerPoint, Finance, Strategy, Teamwork, Microsoft Word, Management, Insurance, Life Insurance, Research, Microsoft Office, Microsoft Excel, Retirement, Marketing, Business Strategy, Leadership, Customer Service, Sales, Account Management
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2012
Bachelor of Business Administration (BBA)
Emory Healthcare August 2015 - Present
Emory University August 2013 - August 2015
Georgia Retina, PC May 2012 - August 2013
Teach for America May 2011 - August 2011
New York Life Insurance Company January 2011 - May 2011
University of Vermont September 2010 - January 2011
Delta Delta Delta September 2009 - June 2010
Skills
Healthcare, Community Networking, Public Health, Account Management, A/R Collections, Financial Reporting, Volunteer Management, Nonprofits, Program Budgeting, REDCap, Executive Calendar..., Community Health, Outlook, Microsoft Word, Public Speaking, Leadership, Typing-(65 words..., Client Liaison, Planning..., PowerPoint, Microsoft Excel, Fundraising, Ophthalmic Technician, Data Entry, Reporting
Education
Georgia State University 2014 — 2016
Master of Public Health (MPH), Healthcare Management and Policy
University of Vermont 2007 — 2011
Bachelors of Science, Public Communication, Cumulative GPA 3.47
Cross Insurance July 2009 - Present
New York Life Insurance Company July 2002 - July 2009
Education
Tennessee State University 1990 — 1992
M.Ed., Secondary School Instruction
Grand Valley State University 1977 — 1980
BBA, Finance
New York Life Insurance Company April 2012 - Present
JVN Environmental Inc. May 2007 - April 2012
Education
Gettysburg College 2007 — 2011
New York Life Insurance Company December 2011 - Present
Northwestern Mutual April 2011 - December 2011
Education
Grand Valley State University 2009 — 2011
Health Communications, Communications
New York Life Insurance Company October 2014 - Present
Seoul City Social Economy Center February 2014 - May 2014
Samsung Life Insurance September 2011 - March 2014
ACE Group February 2011 - August 2011
New York Life Insurance Company January 2010 - January 2011
New York Life International January 2008 - December 2009
New York Life Insurance Company January 2003 - December 2005
Skills
Insurance, Financial Reporting, Financial Risk, Valuation, Life Insurance, Actuarial Science, Business Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2007
Master of Science (MS), Mathematical Risk Management
서울대학교 / Seoul National University 1996 — 2000
Bachelor of Arts (BA), English Education
City of Kentwood June 2014 - Present
YMCA of Greater Grand Rapids October 2012 - June 2014
New York Life Insurance Company April 2012 - January 2013
Walgreens May 2002 - May 2011
Steelcase June 1999 - August 2001
Skills
Operations Management, Hiring Employees, Inventory Management, Loss Prevention..., Community Engagement, Data Analysis, Computer Proficiency, New Business Development, Leadership Development, Staff Development, Budget Reconciliation, Order Management, Life Insurance, Term Life Insurance, Team Building, Budgets, Employee Benefits, Marketing, Onboarding, Sales, Retirement Planning, Investments, Coaching, Strategic Planning, Customer Service, Small Business, Event Planning, Training, Management, Insurance, Time Management, Customer Satisfaction, Microsoft Office, Public Speaking, Leadership, Recruiting
Education
Grand Valley State University 2000 — 2005
BBA Business Administration, Management
Grand Valley State University
Master of Education (M.Ed.), Educational Leadership and Administration, General
New York Life Insurance Company October 2011 - Present
Bankers Financial Corporation May 2004 - November 2011
Bankers Financial Corporation May 2001 - May 2004
Bankers Financial Corporation May 2000 - May 2001
Education
Grand Rapids Community College 1987 — 1989
Education
New York Life Insurance Company November 1982 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, Insurance, IRAs, Whole Life, Long Term Care Insurance, Estate Planning
Education
Grambling State University 1952 — 1952
Booker T. Washington High 1950 — 1952
High School Diploma
New York Life Insurance Company October 2010 - Present
Johnson/Souza Group, Inc January 2009 - December 2011
Solari Investments, LLC January 2010 - March 2010
Charles Schwab January 2006 - January 2009
Johnson/Souza Group, Inc.; The Commercial Real Estate Group, Inc.; Quantum Advisors March 2003 - January 2006
True Bread Properties Inc. March 1996 - March 2003
Metric Realty Advisors, Inc January 1995 - January 1996
Mellon/McMahan Real Estate Advisors January 1992 - January 1995
Norris, Beggs & Simpson Commercial Brokerage January 1990 - January 1992
Grubb & Ellis Commercial Brokerage January 1989 - January 1990
Education
FINRA
Series 7, 66.
Golden Gate University 2000 — 2012
Doctorate of Business Administration (DBA), Corporate Finance: Modern-Post Modern Real Estate
San Francisco State University 2003 — 2010
MA, Political Science, Policy Analysis
Golden Gate University 1996 — 2008
MS, Finance and Investments
University of San Francisco 2002 — 2003
MS, Information Systems
San Francisco State University 1998 — 2002
MPA, Public Administration (Finance/Urban Studies)
San Francisco State University 1990 — 1995
MA, Applied Economics
San Francisco State University, College of Business 1983 — 1989
BS, Business Administration: Accounting, Finance, Banking and Real Estate
San Francisco State University 1983 — 1988
BA, Economics
New York Life Insurance Company December 2003 - Present
Skills
LDRPS, Business Continuity, Disaster Recovery, Business Analysis, ITIL, Data Center, Enterprise Architecture, Vendor Management, IT Management, Project Management, SDLC, Project Portfolio..., SharePoint, IT Strategy
Education
Georgia State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company June 2012 - Present
Skills
Insurance, Key Person Protection, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi Tasking, Protection..., Wealth Preservation..., Universal Life, Property & Casualty..., Casualty, General Insurance, Agents, Legal Liability, Fixed Annuities, Long Term Care Insurance, Liability, Umbrella Insurance, Term Life Insurance, Risk Management, Investments, Renters, Disability Insurance, Commercial Insurance, Life Insurance, Retirement Planning, Health Insurance, Long-term Care, Leadership, Commercial Real Estate, Wealth, Whole Life, Property, Estate Planning, Finance, Small Business, Underwriting, Creative Problem Solving, Qualified Retirement..., Retirement Benefits, Retirement Savings, Public Speaking, Customer Service
Education
Georgia State University 2006 — 2006
Executive MBA
Morris Brown College 1999 — 2002
Bachelor of Science (BS), Organizational Management/Leadership
New York Life Insurance Company November 2012 - Present
CBS Television Distribution September 2011 - January 2012
Skills
Positive Team Player, Exceptional Listener, Effective Communicator, Responsible Contributor, Honest, Highly detail oriented, Always On Time, Event Management, Microsoft Office, Event Planning, Time Management, Public Relations, PowerPoint, Facebook, Microsoft Excel, Social Media, Training, Human Resources, Coaching, Management, Interviews, Marketing, Leadership, Recruiting, Employee Benefits, Customer Service, Sales
Education
University of Cal State Northridge 2010 — 2012
Bachelor of Art, Communication Studies
Glendale Community College 2008 — 2010
New York Life Insurance Company 1995 - 2003
Skills
Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Underwriting, Financial Services, Health Insurance
Education
Georgia State University
Bachelor of Science (BS), Mathematics
Merrill Edge September 2014 - Present
New York Life Insurance Company June 2013 - April 2014
Medina Law Group April 2012 - November 2012
MRM worldwide February 2011 - November 2011
Jacobsen Associates, Inc. February 2009 - April 2010
Montgomery School September 2005 - August 2008
Vanguard December 1999 - November 2001
Skills
Securities, Mutual Funds, Fixed Income, Financial Advisory, Workflow Management, Data Analysis, Team Leadership
Education
West Chester University of Pennsylvania 2002 — 2004
•PA Professional Personnel Certificate, Elementary Education and Teaching
York College of Pennsylvania 1995 — 1997
Bachelor of Arts (BA), History
Gettysburg College 1993 — 1995
History
AIG July 2013 - Present
AIG June 2012 - July 2013
American General Life Insurance/AIG July 1988 - June 2012
New York Life Insurance Company January 1984 - January 1988
Skills
Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML
Education
Georgian Court College
Ocean County College
A.A, Business Administration
NorthStar Alarm Services November 2013 - Present
New York Life Insurance Company February 1980 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, English, Process Improvement, Social Media, Customer Service, Strategic Planning, Team Building, Life Insurance
Education
Glendale Community College
New York Life Insurance Company
Skills
Software Engineering in..., Academic Tutoring, Technical Writing, Computer Security, Business Contingency&...
Education
Grand Canyon University 2011 — 2014
Master of Education (MEd), Elementary Education and Teaching
Pace University - Lubin School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Accounting & Taxation
Pace University - Lubin School of Business 1981 — 1983
Master of Business Administration (MBA), Management Information Systems, General
Interboro Institute 1978 — 1981
Associate of Arts and Sciences (AAS), Accounting and Business/Management
New York Life Insurance Company January 2011 - Present
BankAtlantic December 2009 - November 2010
T. Rowe Price February 2000 - April 2009
Skills
Mutual Funds, Economics, Retirement Planning, Investments, Retirement, Fixed Annuities, Portfolio Management, Wealth Management, Finance, Financial Planning, Securities, Accounting, Financial Services, Customer Service, 401k, Insurance
Education
Georgia State University
Bachelor of Arts (BA), Business Administration and Management, General
Manatee Community College
Associate of Arts (AA), Business Administration and Management, General
SCOR April 2014 - July 2014
MetLife February 2010 - March 2013
MetLife June 2007 - January 2010
MetLife September 2005 - May 2007
New York Life Insurance Company September 2002 - August 2005
New York Life Insurance Company May 1998 - August 2001
Skills
Financial Reporting, Financial Analysis, Financial Statements, Finance, Variance Analysis, Analysis, Analytics, Accounting, Insurance, Reinsurance, IFRS, US GAAP, Management
Education
Gettysburg College 1994 — 1998
Bachelor's Degree, Management with an Accounting and Finance concentration
New York Life Insurance Company November 2014 - Present
Skills
Leadership, Customer Service
Education
Georgia Southern University 1990 — 1994
Bachelor's degree, Psychology
New York Life Insurance Company
Skills
Fixed Annuities, Health Insurance, Insurance, Life Insurance, Term Life Insurance
Education
Indiana University South Bend 2008 — 2011
Goshen College 2006 — 2008