New York Life Insurance Company

Description

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,

New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

New York Life Insurance Company Employees

Employee
Years
Job
Industry
Cliff Hawkins, M.S. Cliff Hawkins, M.S. South Bend, Indiana Area Details
Cliff Hawkins, M.S.'s New York Life Insurance Company Experience November 2013 - Present
Job Partner at New York Life
Industry Financial Services
Experience
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

Maral Zohrabian Maral Zohrabian Glendale, California Details
Maral Zohrabian's New York Life Insurance Company Experience December 2012 - March 2013
Job Hostess/Cashier at Buffalo Wild Wings
Industry Entertainment
Experience
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

Marshall King Marshall King Scottsdale, Arizona Details
Marshall King's New York Life Insurance Company Experience August 2014 - Present
Job at
Industry Consumer Services
Experience
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

Allison Gillis, ChFC, CLU Allison Gillis, ChFC, CLU Boise, Idaho Area Details
Allison Gillis, ChFC, CLU's New York Life Insurance Company Experience March 2007 - Present
Job Financial Adviser at Dater Gillis Wealth Strategies
Industry Financial Services
Experience
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

Brian Barela Brian Barela Forney, Texas Details
Brian Barela's New York Life Insurance Company Experience February 2011 - October 2011
Job General Manager/Personal Trainer at Anytime Fitness
Industry Health, Wellness and Fitness
Experience
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

Victoria Stevenson Victoria Stevenson Greater Grand Rapids, Michigan Area Details
Victoria Stevenson's New York Life Insurance Company Experience July 2014 - Present
Job Agent at New York Life Insurance Company helping families organize their assets now through retirement nationwide!
Industry Insurance
Experience
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.)

Lee Enokian Lee Enokian Greater Chicago Area Details
Lee Enokian's New York Life Insurance Company Experience September 2014 - Present
Job Dedicated New York Life Agent helping to protect families and business professionals in Illinois.
Industry Insurance
Experience
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

Philip R Hagen Philip R Hagen Des Moines, Iowa Details
Philip R Hagen's New York Life Insurance Company Experience May 2014 - September 2014
Job Resourceful Candidate
Industry Insurance
Experience
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

James Buckmaster James Buckmaster Greater New York City Area Details
James Buckmaster's New York Life Insurance Company Experience April 2013 - Present
Job Corporate Vice President Quality Assurance Service Finance & Compliance at New York Life Insurance Company
Industry Financial Services
Experience
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

Terence Chaney Terence Chaney Tyler, Texas Details
Terence Chaney's New York Life Insurance Company Experience 2013 - Present
Job Licensed Agent | New York Life Insurance Company
Industry Insurance
Experience
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

Allyssia Ashman Allyssia Ashman Greater Boston Area Details
Allyssia Ashman's New York Life Insurance Company Experience August 2011 - April 2012
Job Marketing Lead Flow Analyst at IBM
Industry Market Research
Experience
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

Tom Martin, LTCP Tom Martin, LTCP Charleston, West Virginia Area Details
Tom Martin, LTCP's New York Life Insurance Company Experience 1987 - 1993
Job Certified Long Term Care Specialist
Industry Insurance
Experience
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

Elizabeth Seter Elizabeth Seter New York, New York Details
Elizabeth Seter's New York Life Insurance Company Experience April 2013 - Present
Job Underwriting Associate at New York Life
Industry Insurance
Experience
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

Nate Mosterd Nate Mosterd Byron Center, Michigan Details
Nate Mosterd's New York Life Insurance Company Experience January 2013 - January 2014
Job Commercial Credit Analyst at Chemical Bank
Industry Banking
Experience
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

Carol V. Goff, Partner with New York Life Carol V. Goff, Partner with New York Life New Windsor, New York Details
Carol V. Goff, Partner with New York Life's New York Life Insurance Company Experience September 2013 - Present
Job Hiring and Developing Entrepreneurial People for a Sales Career in Financial Services
Industry Insurance
Experience
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

Carrie Tobin Senneker Carrie Tobin Senneker Grand Rapids, Michigan Details
Carrie Tobin Senneker's New York Life Insurance Company Experience July 2011 - Present
Job Office Assistant at New York Life Insurance Company
Industry Financial Services
Experience
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

Kevin Herstein Kevin Herstein New York, New York Details
Kevin Herstein's New York Life Insurance Company Experience June 2009 - August 2009
Job Associate at AIG Global Real Estate
Industry Commercial Real Estate
Experience
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

Jana Voogt Jana Voogt Wyoming, Michigan Details
Jana Voogt's New York Life Insurance Company Experience July 2002 - Present
Job Self Employed at New York Life Insurance Company
Industry Education Management
Experience
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

Adam Dzwonkoski, CLCS Adam Dzwonkoski, CLCS Scottsdale, Arizona Details
Adam Dzwonkoski, CLCS's New York Life Insurance Company Experience January 2009 - May 2013
Job Commercial Lines Coverage Specialist at Provident Insurance Group, LLC
Industry Insurance
Experience
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

Charles David Edinger, MBA Charles David Edinger, MBA Greater New York City Area Details
Charles David Edinger, MBA's New York Life Insurance Company Experience October 2011 - October 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Carolyn Kay Carolyn Kay Atlanta, Georgia Details
Carolyn Kay's New York Life Insurance Company Experience September 2012 - April 2013
Job M.S. CRC
Industry Mental Health Care
Experience
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

Kevin McClure Kevin McClure Greater Grand Rapids, Michigan Area Details
Kevin McClure's New York Life Insurance Company Experience January 2005 - December 2005
Job
Industry Information Technology and Services
Experience
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

Curtis Lyons Curtis Lyons Greater Detroit Area Details
Curtis Lyons's New York Life Insurance Company Experience May 2014 - Present
Job Financial Professional at New York Life
Industry Financial Services
Experience
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

Harout Farajian Harout Farajian Glendale, California Details
Harout Farajian's New York Life Insurance Company Experience October 2014 - Present
Job Registered Rep /Life Insurance Agent
Industry Financial Services
Experience
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

Tripp Bridges Tripp Bridges Colquitt, Georgia Details
Tripp Bridges's New York Life Insurance Company Experience December 2011 - October 2014
Job Managing Associate at Strategic Wealth Group, LLC
Industry Financial Services
Experience
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

Pricila Pernillo Pricila Pernillo Greater Chicago Area Details
Pricila Pernillo's New York Life Insurance Company Experience January 2004 - June 2006
Job Store Manager at AutoZone
Industry Retail
Experience
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

Josh Triplett Josh Triplett Salisbury, North Carolina Details
Josh Triplett's New York Life Insurance Company Experience December 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Monica Jovel Monica Jovel Round Lake, Illinois Details
Monica Jovel's New York Life Insurance Company Experience July 2012 - May 2013
Job Communications Specialist at Round Lake Area Schools CUSD # 116
Industry Marketing and Advertising
Experience
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

Craig Geiger, MBA Craig Geiger, MBA Lansing, Michigan Area Details
Craig Geiger, MBA's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional New York Life Insurance Company
Industry Insurance
Experience
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

Daniel Finn Daniel Finn Hartford, Connecticut Area Details
Daniel Finn's New York Life Insurance Company Experience November 2012 - Present
Job Dedicated Financial Services Professional serving business owners & families in Greater Hartford & the surrounding area
Industry Financial Services
Experience
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

Patrick Prendergast Patrick Prendergast Providence, Rhode Island Area Details
Patrick Prendergast's New York Life Insurance Company Experience 2013 - April 2015
Job Director, DC Client Services at John Hancock Retirement Plan Services
Industry Financial Services
Experience
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

Niltzer Fils Niltzer Fils Boston, Massachusetts Details
Niltzer Fils's New York Life Insurance Company Experience January 2012 - February 2013
Job .
Industry Hospital & Health Care
Experience
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

Burdette Robinson Burdette Robinson Richmond, Virginia Area Details
Burdette Robinson's New York Life Insurance Company Experience June 2008 - January 2011
Job Financial Specialist, Christian Educator, Volunteer Coordinator/Trainier
Industry Nonprofit Organization Management
Experience
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

Rick Rossow Rick Rossow Washington D.C. Metro Area Details
Rick Rossow's New York Life Insurance Company Experience May 2008 - March 2012
Job Wadhwani Chair in U.S. India Policy Studies at Center for Strategic and International Studies (CSIS)
Industry International Affairs
Experience
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

Emma Wells Emma Wells Greater New York City Area Details
Emma Wells's New York Life Insurance Company Experience May 2013 - September 2013
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
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

Kelly Kretz Kelly Kretz Greater Detroit Area Details
Kelly Kretz's New York Life Insurance Company Experience October 2010 - June 2011
Job Financial Analyst, PepsiCo
Industry Consumer Goods
Experience
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

Shawnta Booker Shawnta Booker Cleveland, Ohio Details
Shawnta Booker's New York Life Insurance Company Experience 2011 - January 2012
Job Enrollment Specialist at Medicare Part D
Industry Insurance
Experience
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

Renny Henley Renny Henley Greater Grand Rapids, Michigan Area Details
Renny Henley's New York Life Insurance Company Experience August 2012 - January 2014
Job guest service ambassador.
Industry Gambling & Casinos
Experience
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

Elana Solomon Elana Solomon Ruther Glen, Virginia Details
Elana Solomon's New York Life Insurance Company Experience April 2013 - Present
Job Agent at New York Life Insurance Company
Industry Research
Experience
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

Shant Singh Shant Singh San Francisco Bay Area Details
Shant Singh's New York Life Insurance Company Experience January 1995 - January 1996
Job CEO & President
Industry Insurance
Experience
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

Alisha Richardson Alisha Richardson Anderson, South Carolina Details
Alisha Richardson's New York Life Insurance Company Experience July 2014 - March 2015
Job New York Life Agent
Industry Insurance
Experience
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

Matt Trepel Matt Trepel Greater New York City Area Details
Matt Trepel's New York Life Insurance Company Experience June 2012 - August 2012
Job Sr. Account Director at Mondo
Industry Higher Education
Experience
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

August Toudouze August Toudouze Apopka, Florida Details
August Toudouze's New York Life Insurance Company Experience February 2011 - December 2013
Job Sports Marketing
Industry Marketing and Advertising
Experience
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

Chad Braun Chad Braun Greater Grand Rapids, Michigan Area Details
Chad Braun's New York Life Insurance Company Experience March 2013 - July 2014
Job Server
Industry Food Production
Experience
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 Soler Bryan Soler San Francisco Bay Area Details
Bryan Soler's New York Life Insurance Company Experience May 2010 - November 2010
Job CEO/Managing Director
Industry Financial Services
Experience
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

Brad Hulst, CFP(R) Brad Hulst, CFP(R) Greater Grand Rapids, Michigan Area Details
Brad Hulst, CFP(R)'s New York Life Insurance Company Experience January 2003 - March 2004
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Gary Hackley Gary Hackley Chicago, Illinois Details
Gary Hackley's New York Life Insurance Company Experience November 2009 - March 2010
Job Consultant at Numerate Partners
Industry Insurance
Experience
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

Kaylie Richardson Kaylie Richardson Greater Seattle Area Details
Kaylie Richardson's New York Life Insurance Company Experience November 2010 - July 2011
Job Independent Event Professional
Industry Events Services
Experience
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.

Kevin Hyland Kevin Hyland Greater Atlanta Area Details
Kevin Hyland's New York Life Insurance Company Experience March 2001 - June 2005
Job CEO / President at Sweetwater Financial, LLC
Industry Financial Services
Experience
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

Daniel Mitre Daniel Mitre Jacksonville, Florida Area Details
Daniel Mitre's New York Life Insurance Company Experience July 2015 - Present
Job New York Life Agent
Industry Financial Services
Experience
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

Ryan Garnto Ryan Garnto Albany, Georgia Area Details
Ryan Garnto's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
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

Christy Hallenberg Christy Hallenberg Duluth, Georgia Details
Christy Hallenberg's New York Life Insurance Company Experience December 2009 - January 2013
Job Payroll Coordinator at Quest Financial
Industry Human Resources
Experience
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

Andrew Heinz Andrew Heinz Princeton Junction, New Jersey Details
Andrew Heinz's New York Life Insurance Company Experience January 2011 - October 2012
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
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

Tyler Candelaria Tyler Candelaria Logansport, Indiana Details
Tyler Candelaria's New York Life Insurance Company Experience April 2008 - August 2008
Job Manager at AllPhase Electric, (CED Consolidated Electrical Distributors)
Industry Wholesale
Experience
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

Tim McCabe Tim McCabe Greater Atlanta Area Details
Tim McCabe's New York Life Insurance Company Experience 1990 - 1995
Job Senior Vice President National Sales Manager
Industry Financial Services
Experience
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

Craig Ramsey Jr. Craig Ramsey Jr. Malden, Massachusetts Details
Craig Ramsey Jr.'s New York Life Insurance Company Experience October 2013 - Present
Job Financial Planner For New York Life
Industry Investment Management
Experience
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

Kathryn Brittain Kathryn Brittain Scottsdale, Arizona Details
Kathryn Brittain's New York Life Insurance Company Experience August 2015 - Present
Job New York Life Agent
Industry Higher Education
Experience
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

John David Bower John David Bower Greater Boston Area Details
John David Bower's New York Life Insurance Company Experience 2013 - Present
Job Financial Services Professional working with families and businesses in the Boston area.
Industry Financial Services
Experience
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

Gloria Coleman Gloria Coleman Greater Chicago Area Details
Gloria Coleman's New York Life Insurance Company Experience July 2015 - Present
Job Agent with New York Life offering many services and products including personal planning and life insurance stratetgies.
Industry Insurance
Experience
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

Kevin Lehman Kevin Lehman Spokane, Washington Area Details
Kevin Lehman's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
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

John Puckett John Puckett Greater Atlanta Area Details
John Puckett's New York Life Insurance Company Experience April 2009 - April 2011
Job Financial Consultant
Industry Financial Services
Experience
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

Gina Allchin Gina Allchin Fort Lauderdale, Florida Details
Gina Allchin's New York Life Insurance Company Experience September 2014 - Present
Job Dedicated Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Travis Kerstetter Travis Kerstetter Richmond, Virginia Area Details
Travis Kerstetter's New York Life Insurance Company Experience March 2013 - April 2013
Job Partner at LakerBeacon Group, LLC
Industry Financial Services
Experience
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

Greg Farmer Greg Farmer Minneapolis, Minnesota Details
Greg Farmer's New York Life Insurance Company Experience August 2012 - January 2013
Job Regional Sales Rep MN, IA, ND, SD at Wolverine World Wide
Industry Apparel & Fashion
Experience
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

Debra Johnson Debra Johnson Houston, Texas Area Details
Debra Johnson's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2015 - Present
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

Jeff Cross - Field Team Builder Jeff Cross - Field Team Builder Greater Atlanta Area Details
Jeff Cross - Field Team Builder's New York Life Insurance Company Experience February 2015 - July 2015
Job Regional Marketing Director at Hegemon Group International
Industry Financial Services
Experience
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

Jeremiah Bouchard Jeremiah Bouchard Greater Boston Area Details
Jeremiah Bouchard's New York Life Insurance Company Experience January 2013 - January 2014
Job Insurance producer at Mutual of Omaha
Industry Marketing and Advertising
Experience
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

Lindsay Beck Lindsay Beck West Bloomfield, Michigan Details
Lindsay Beck's New York Life Insurance Company Experience December 2014 - August 2015
Job Agent Intern at New York Life Insurance Company
Industry Financial Services
Experience
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

Stephan L. Taylor Stephan L. Taylor Greater Los Angeles Area Details
Stephan L. Taylor's New York Life Insurance Company Experience 2015 - Present
Job Agent with New York Life
Industry Financial Services
Experience
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

Paige (Barrier) Gibbs Paige (Barrier) Gibbs Glen Allen, Virginia Details
Paige (Barrier) Gibbs's New York Life Insurance Company Experience May 2015 - Present
Job Recruiting Coordinator at New York Life Insurance Company
Industry Financial Services
Experience
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

Donna Fillion Donna Fillion Brockton, Massachusetts Details
Donna Fillion's New York Life Insurance Company Experience June 2015 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Shane Ingram Shane Ingram Monroe, Louisiana Area Details
Shane Ingram's New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
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

Nicolas Godbout Nicolas Godbout Greater Los Angeles Area Details
Nicolas Godbout's New York Life Insurance Company Experience July 2014 - October 2014
Job Mortgage Loan Originator professional providing loans
Industry Financial Services
Experience
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

Deedra Hoard Deedra Hoard Dallas/Fort Worth Area Details
Deedra Hoard's New York Life Insurance Company Experience March 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Dennis West Dennis West Greater Seattle Area Details
Dennis West's New York Life Insurance Company Experience May 1998 - June 2008
Job Financial Products Distribution & Relationship Management
Industry Financial Services
Experience
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

Donna Fillion Donna Fillion United States Details
Donna Fillion's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry
Experience
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

Jia Tzeng Wang Jia Tzeng Wang Alpharetta, Georgia Details
Jia Tzeng Wang's New York Life Insurance Company Experience May 2015 - Present
Job Intern at New York Life Insurance Company
Industry Accounting
Experience
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

Robert G. Salas Robert G. Salas San Antonio, Texas Area Details
Robert G. Salas's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Brandon Clements Brandon Clements Lake Orion, Michigan Details
Brandon Clements's New York Life Insurance Company Experience September 2015 - Present
Job Intern at New York Life Insurance Company
Industry Financial Services
Experience
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

Andrew Jipping Andrew Jipping Greater Grand Rapids, Michigan Area Details
Andrew Jipping's New York Life Insurance Company Experience June 2010 - August 2011
Job Associate at Baker Holtz
Industry Financial Services
Experience
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

Kevin Hawk Kevin Hawk Boise, Idaho Details
Kevin Hawk's New York Life Insurance Company Experience October 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC and Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Benig Anderyasian Benig Anderyasian Berkeley, California Details
Benig Anderyasian's New York Life Insurance Company Experience January 2013 - May 2013
Job Investment Management Intern at ClearPath Capital Partners
Industry Venture Capital & Private Equity
Experience
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

James Birdseye James Birdseye San Francisco Bay Area Details
James Birdseye's New York Life Insurance Company Experience November 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Eric Smith Jr Eric Smith Jr Grand Rapids, Michigan Details
Eric Smith Jr's New York Life Insurance Company Experience July 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Reuben Lewis IV Reuben Lewis IV Greater Atlanta Area Details
Reuben Lewis IV's New York Life Insurance Company Experience December 2012 - December 2014
Job Financial Advisor at MetLife
Industry Financial Services
Experience
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

Jeff VanderMeulen Jeff VanderMeulen Grand Rapids, Michigan Details
Jeff VanderMeulen's New York Life Insurance Company Experience 2007 - 2009
Job Business Banking Client Manager at Huntington Bank
Industry Banking
Experience
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

Joe Rickabus Joe Rickabus Grand Rapids, Michigan Details
Joe Rickabus's New York Life Insurance Company Experience November 2009 - March 2010
Job Technical Support Analyst at Health and Safety Institute
Industry Information Technology and Services
Experience
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

Tek Chang Tek Chang Greater Atlanta Area Details
Tek Chang's New York Life Insurance Company Experience March 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

Ed Sobral Ed Sobral San Francisco Bay Area Details
Ed Sobral's New York Life Insurance Company Experience February 2014 - Present
Job Passionate Agent with New York Life Insurance Company providing financial security and peace of mind for families.
Industry Insurance
Experience
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

Holly Warren Holly Warren Greenville, South Carolina Area Details
Holly Warren's New York Life Insurance Company Experience April 2002 - February 2005
Job Customer Service Specialist/Sr. Administrative Assistant at Suburban Propane
Industry Utilities
Experience
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

Bryan Albea Bryan Albea Greater Atlanta Area Details
Bryan Albea's New York Life Insurance Company Experience April 1995 - April 2000
Job Sr. Manager
Industry Telecommunications
Experience
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

Anthony C. Migliore Anthony C. Migliore Greater Grand Rapids, Michigan Area Details
Anthony C. Migliore's New York Life Insurance Company Experience April 2011 - March 2012
Job Insurance Specialist at Fifth Third Bank
Industry Financial Services
Experience
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

Ali Moghaddam, CLU, LUTCF, CLTC Ali Moghaddam, CLU, LUTCF, CLTC Greater Atlanta Area Details
Ali Moghaddam, CLU, LUTCF, CLTC's New York Life Insurance Company Experience February 2009 - January 2011
Job Managing Director at Futurity First
Industry Financial Services
Experience
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

Barbara Cottrell Barbara Cottrell Cleveland/Akron, Ohio Area Details
Barbara Cottrell's New York Life Insurance Company Experience March 2010 - Present
Job Financial Services Professional helping clients with custom tailored solutions to life planning and protection
Industry Individual & Family Services
Experience
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

Lyman Howell, CFP® Lyman Howell, CFP® Greater Chicago Area Details
Lyman Howell, CFP®'s New York Life Insurance Company Experience May 2009 - September 2014
Job Financial Services Professional
Industry Financial Services
Experience
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

Valerie DeSorbo Valerie DeSorbo Schenectady, New York Details
Valerie DeSorbo's New York Life Insurance Company Experience November 2003 - September 2004
Job Marketing Manager at Aryzta
Industry Food & Beverages
Experience
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

Maurice Mo Baxter Maurice Mo Baxter Greater Seattle Area Details
Maurice Mo Baxter's New York Life Insurance Company Experience September 1996 - April 2009
Job Epic Optime/Anesthesia Consultant and EMR Implementation Specialist
Industry Information Technology and Services
Experience
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

LaDon McLemore LaDon McLemore Edgewater, New Jersey Details
LaDon McLemore's New York Life Insurance Company Experience October 2011 - Present
Job Financial Professional
Industry Insurance
Experience
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

Matt Schafer Matt Schafer Greater Boston Area Details
Matt Schafer's New York Life Insurance Company Experience October 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

Michele Jouben Michele Jouben Washington D.C. Metro Area Details
Michele Jouben's New York Life Insurance Company Experience July 1990 - January 1993
Job Controller at ADTEK Engineers, Inc
Industry Civil Engineering
Experience
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

Laura Broggi Laura Broggi Greater Atlanta Area Details
Laura Broggi's New York Life Insurance Company Experience November 2009 - Present
Job Underwriting Consultant at New York Life Insurance Company
Industry Insurance
Experience
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

Jacklyn Vongsouvanh Jacklyn Vongsouvanh Shawnee, Oklahoma Details
Jacklyn Vongsouvanh's New York Life Insurance Company Experience May 2008 - June 2009
Job Independent Agent at Pioneer Financial Group
Industry Insurance
Experience
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

Tony Metzler Tony Metzler Phoenix, Arizona Area Details
Tony Metzler's New York Life Insurance Company Experience 2001 - 2005
Job Senior Sales Executive at The Hartford
Industry Insurance
Experience
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

James Martinus James Martinus Greater Grand Rapids, Michigan Area Details
James Martinus's New York Life Insurance Company Experience December 2009 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

Alena Robertson Alena Robertson Phoenix, Arizona Area Details
Alena Robertson's New York Life Insurance Company Experience March 2009 - Present
Job Customer Service, Events, Leadership , Asset
Industry Financial Services
Experience
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

Michael MacDowell II Michael MacDowell II Greater Philadelphia Area Details
Michael MacDowell II's New York Life Insurance Company Experience November 2010 - May 2011
Job Credit Analyst at barclaycard
Industry Financial Services
Experience
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

Phil Hon Phil Hon Greater Chicago Area Details
Phil Hon's New York Life Insurance Company Experience October 2007 - September 2011
Job Public Safety Officer at Silver Cross Hospital
Industry Financial Services
Experience
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

Jameson Heidenreich Jameson Heidenreich Grand Rapids, Michigan Details
Jameson Heidenreich's New York Life Insurance Company Experience July 2012 - October 2012
Job Loan Originator at VanDyk Mortgage Corporation
Industry Financial Services
Experience
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

Chris Ashe Chris Ashe Greater New York City Area Details
Chris Ashe's New York Life Insurance Company Experience June 2014 - Present
Job SVP and CFO, Life Insurance Division at New York Life Insurance Company
Industry Financial Services
Experience
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

Victoria Zeh Victoria Zeh Greater Atlanta Area Details
Victoria Zeh's New York Life Insurance Company Experience November 2010 - May 2011
Job China Initiatives Coordinator at Georgia Department of Economic Development
Industry
Experience
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

Paul Rzepka, Jr. Paul Rzepka, Jr. Ann Arbor, Michigan Details
Paul Rzepka, Jr.'s New York Life Insurance Company Experience April 2010 - January 2011
Job Trust Investment Assistant at Bank of Ann Arbor
Industry Financial Services
Experience
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

Nathan Tsimbler Nathan Tsimbler Greater Boston Area Details
Nathan Tsimbler's New York Life Insurance Company Experience February 2013 - May 2014
Job Sales Engineer at Keyence
Industry Industrial Automation
Experience
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)

Molly Dunham-Friel Molly Dunham-Friel Atlanta, Georgia Details
Molly Dunham-Friel's New York Life Insurance Company Experience January 2011 - May 2011
Job Project Coordinator, Division of Cardiology & Emory Women's Heart Center at Emory Healthcare
Industry Hospital & Health Care
Experience
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

Jay Gallacher Jay Gallacher Pensacola, Florida Area Details
Jay Gallacher's New York Life Insurance Company Experience July 2002 - July 2009
Job Owner at Cross Insurance
Industry Insurance
Experience
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

Vincent Ferrante Vincent Ferrante Greater New York City Area Details
Vincent Ferrante's New York Life Insurance Company Experience April 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2012 - Present
JVN Environmental Inc.   May 2007 - April 2012

Education
Gettysburg College   2007 — 2011

Scott Rourke Scott Rourke Fenton, Michigan Details
Scott Rourke's New York Life Insurance Company Experience December 2011 - Present
Job Specializing in Life and Health Insurances
Industry Insurance
Experience
New York Life Insurance Company   December 2011 - Present
Northwestern Mutual  April 2011 - December 2011

Education
Grand Valley State University   2009 — 2011
Health Communications, Communications

In Kyung Pyo In Kyung Pyo Greater New York City Area Details
In Kyung Pyo's New York Life Insurance Company Experience October 2014 - Present
Job Director&Actuary, FSA
Industry Insurance
Experience
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

Orlando James Orlando James Greater Grand Rapids, Michigan Area Details
Orlando James's New York Life Insurance Company Experience April 2012 - January 2013
Job Site Director at City of Kentwood
Industry Education Management
Experience
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

Angela Rosado Angela Rosado Clearwater, Florida Details
Angela Rosado's New York Life Insurance Company Experience October 2011 - Present
Job Mail Services Supervisor at New York Life Insurance Company
Industry Insurance
Experience
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

Lawson Schuford Lawson Schuford Shreveport, Louisiana Area Details
Lawson Schuford's New York Life Insurance Company Experience November 1982 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Larry Souza Larry Souza San Francisco Bay Area Details
Larry Souza's New York Life Insurance Company Experience October 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Steven Edwards/NYLIC Steven Edwards/NYLIC Grayson, Georgia Details
Steven Edwards/NYLIC's New York Life Insurance Company Experience December 2003 - Present
Job IT Continuity at New York Life Insurance Company
Industry Financial Services
Experience
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

Geraldine E. Dodson Geraldine E. Dodson Atlanta, Georgia Details
Geraldine E. Dodson's New York Life Insurance Company Experience June 2012 - Present
Job Dedicated individual helping families and business owners reach their financial goals.
Industry Insurance
Experience
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

Tania Voskanian Tania Voskanian Pasadena, California Details
Tania Voskanian's New York Life Insurance Company Experience November 2012 - Present
Job Executive Recruiter for New York Life Insurance Company
Industry Insurance
Experience
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

Nawal Dudar Nawal Dudar Atlanta, Georgia Details
Nawal Dudar's New York Life Insurance Company Experience 1995 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
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

Jocelyn Stark Jocelyn Stark Princeton, New Jersey Details
Jocelyn Stark's New York Life Insurance Company Experience June 2013 - April 2014
Job Registered Representative
Industry Financial Services
Experience
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

Peggy Riegert Peggy Riegert Greater New York City Area Details
Peggy Riegert's New York Life Insurance Company Experience January 1984 - January 1988
Job
Industry Insurance
Experience
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

Julie Figgat Julie Figgat Springville, Utah Details
Julie Figgat's New York Life Insurance Company Experience February 1980 - Present
Job Senior Representative New Business Service at New York Life Insurance Company
Industry Insurance
Experience
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

Betty Speights Betty Speights Baldwin, New York Details
Betty Speights's New York Life Insurance Company Experience
Job Retired at New York Life Insurance Company
Industry Education Management
Experience
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

Jitesh Jani, CRPC Jitesh Jani, CRPC Clearwater, Florida Details
Jitesh Jani, CRPC's New York Life Insurance Company Experience January 2011 - Present
Job Annuities Specialist at New York Life Insurance Company
Industry Financial Services
Experience
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

Phil Esposito Phil Esposito Matthews, North Carolina Details
Phil Esposito's New York Life Insurance Company Experience September 2002 - August 2005
Job Seasoned finance professional within the Insurance & Financial Services Industry
Industry Insurance
Experience
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

Rob Hanner Rob Hanner Mobile, Alabama Area Details
Rob Hanner's New York Life Insurance Company Experience November 2014 - Present
Job Dedicated Financial Services Professional helping families through out the Gulf Coast for 5 years.
Industry Financial Services
Experience
New York Life Insurance Company   November 2014 - Present

Skills
Leadership, Customer Service

Education
Georgia Southern University   1990 — 1994
Bachelor's degree, Psychology

Kim Hummer Kim Hummer Indianapolis, Indiana Area Details
Kim Hummer's New York Life Insurance Company Experience
Job Agent with New York Life helping families and business owners develop financial security through strategic planning.
Industry Financial Services
Experience
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