New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
State of California( Correction and Rehabilitation) June 2015 - Present
Bank of America November 2012 - Present
New York Life Insurance Company 2011 - 2012
Skills
Filenet Administrator, Linux, Solaris, Oracle, Databases, Microsoft SQL Server, DB2, Data Migration, FileNet, Red Hat Linux, Software Installation, IBM Certified, Datacap, Websphere, WebSphere Application..., Enterprise Content..., Weblogic
Education
Guru Nanak Dev University 2004 — 2008
Bachelor's degree, Computer Science
Shri Mahavir Jain Model
New York Life Insurance Company August 2014 - Present
Smith Arnold Partners August 2013 - July 2014
OrthoNet March 2012 - August 2013
Orthonet November 2011 - March 2012
Dish Network October 2010 - July 2011
Skills
Social Media Marketing, Social Media, Microsoft Office, Sales, Customer Service, Management, Microsoft Excel, Research, Event Planning, Marketing, Recruiting, Press Releases, Teamwork, Photoshop, Event Management, Social Networking, Account Management, Microsoft Office –..., Series 6
Education
Hartwick College 2006 — 2010
Bachelors, Business Admin. and Economics with Minor in Finance
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company January 2011 - Present
Education
Harvard College 1978 — 1982
AB, Economics
TIAA-CREF June 2015 - Present
The UPS Store October 2012 - September 2015
New York Life Insurance Company November 2012 - June 2015
SunTrust Bank February 2008 - October 2012
Skills
Consumer Lending, Branch Management, Small Business Lending, Retail Banking, Loans, Commercial Banking, Credit, Banking, Commercial Lending, Lines Of Credit, Branch Banking, Mortgage Lending, Credit Analysis, Cross Selling, Deposits, Home Equity Loans, SBA, Insurance, Annuity Sales, Leadership, Long-term Care, Retirement Planning, College Savings Plans, Wealth Management, Management, Financial Services, Sales, Strategic Financial...
Education
Gujarat University
Bachelor of Commerce (B.Com.), Accounting
Queens College
Bachelor of Science (BS), Accounting
TradeMark Advertising February 2011 - Present
The Stewards Gathering 2014 - 2015
The Stewards Gathering 2014 - 2015
New York Life Insurance Company July 2009 - March 2011
Webservio, Inc. December 2008 - July 2009
Alstom Power February 2008 - August 2008
Trademark Advertising, LLC May 2007 - July 2007
Tenn Web Solutions October 2006 - May 2007
Skills
Online Marketing, SEO, Advertising, Market Planning, Writing, SEM, SMO, Marketing Strategy, Entrepreneurship, Marketing, Leadership, Email Marketing, Social Networking, Digital Marketing, Sales, Media Buying, Web Development, Social Media Marketing, PPC, Strategy, Web Design, Strategic Planning, Market Research, Marketing Communications, Lead Generation, Online Advertising, Direct Marketing, Integrated Marketing, Brand Development, Mobile Marketing, Creative Direction, Social Media, Small Business, Google Analytics, Web Analytics, Facebook, Website Development, Web Marketing, Newsletters, Digital Media
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2007
MBA, Marketing, Innovation and Entrepreneurship
University of Tennessee-Knoxville 2003 — 2005
Bachelor of Arts, English
Wells Fargo April 2011 - Present
New York Life Insurance Company March 2010 - November 2010
Sprint November 2003 - March 2010
IBM June 2001 - August 2001
Wats International Inc. June 1994 - May 2001
Skills
Retirement Planning, Financial Planning, Long Term Care, Estate Planning, Credit, Wealth Management, Portfolio Management, Risk Management, Banking, IRA's, Financial Analysis, Loans, Compliance, Strategic Financial..., IRAs, Investments, Management, Finance, Leadership, Customer Service, Sales, Analysis, Financial Services
Education
Hampton University 1998 — 2003
Bachelor of Science (BS), Marketing
TheLiveFitShop and Nutrametrix October 2009 - Present
New York Life Insurance Company September 2004 - June 2009
Design & Outsourcing Services June 1992 - September 2004
Xerox Corporation September 1982 - May 1992
Skills
Small Business, Wellness, Personal Development, Marketing, Entrepreneurship, Strategic Financial..., Management, Nonprofits, Public Speaking, Start-ups, Sales, Healthcare, Team Building, New Business Development, Social Networking, Strategic Planning, Training, Event Management, Business Development, Online Marketing, Customer Service, Account Management, Sales Management, Teaching, Leadership, Budgets, Time Management, Fundraising, Coaching, Social Media Marketing, Social Media, Leadership Development, Public Relations, Marketing Strategy, Event Planning, Business Planning, Advertising, Email Marketing, Direct Marketing, Marketing Communications, Insurance, Strategy, Team Leadership, Energy
Education
Hamilton College 1978 — 1982
BA
Glens Falls High School 1974 — 1978
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2012 - Present
Town of Walworth April 2007 - July 2012
Village of Hebron May 1999 - 2012
Skills
Accounting, Accounts Payable, Human Resources, Office Management, Problem Solving, Dependable Team Player, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Retirement, Small Business, Time Management, Succession Planning, Wealth Preservation..., Life Insurance, Customer Service, Employee Benefits, Finance, Financial Services, Public Speaking, Sales, Team Building
Education
Harper College 1996 — 1997
American Sign Language (ASL)
McHenry County College 1992 — 1994
Accounting and Finance
Cary-Grove High School 1986 — 1990
Kaplan University
Oggi Professional Services June 2013 - Present
Special Counsel August 2011 - May 2013
General Growth Properties April 2006 - August 2007
New York Life Insurance Company May 2005 - April 2006
Skills
Insurance, Legal Research, Litigation, Legal Writing, Real Estate, Negotiation, Contract Negotiation, Westlaw, Public Speaking, Strategic Planning, Litigation Support, Business Development, Recruiting, Temporary Placement, Talent Acquisition
Education
Hamline University School of Law 2007 — 2010
J.D., Law
Iowa Wesleyan College 2001 — 2005
B.A., Accounting
The Guardian Life Insurance Company of America June 2007 - Present
TIAA-CREF October 1995 - June 2007
New York Life Insurance Company September 1987 - October 1995
Skills
Financial Analysis, Financial Reporting, Real Estate, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Investments, Bloomberg, Finance, Strategic Planning, GAAP, Insurance, Risk Management, Asset Management, Financial Modeling
Education
Hartwick College 1982 — 1986
BA - Management, Accounting/Management
New York Life Insurance Company January 2014 - Present
ESC March 2013 - December 2013
ESC September 2011 - February 2013
ESC July 2008 - September 2011
GC Services April 2006 - July 2008
GC Services September 2005 - March 2006
OSI 2003 - 2005
DialAmerica 1999 - 2003
Skills
Account Management, Customer Service, Microsoft Office, Salesforce.com, Analysis, Software Documentation, Adult Education, Management, GoToMeeting, Presentation Development, Sales Presentations, Project Management, Process Improvement, E-Learning, Training, Quality Assurance, Environmental Compliance, Project Planning, Public Speaking, Leadership, Employee Relations, CRM, Troubleshooting, Operations Management, Budgets, Data Analysis, Call Centers, Team Leadership, Sales, Strategic Planning, Customer Satisfaction, Time Management, Program Management, Proposal Writing, Cross-functional Team..., Competitive Analysis, Contract Negotiation, Sales Process, Sales Operations, Business Development, Team Building, Marketing, Direct Sales, Contract Management, Sales Management, New Business Development, Recruiting, Coaching, Change Management, Strategy
Education
Haslam College of Business at the University of Tennessee 1999 — 2003
Bachelors of Science, Marketing
Jefferson County High School 1996 — 1999
High School Diploma, General Studies
The Everest Group International, Inc. June 2013 - Present
New York Life Insurance Company January 2011 - June 2013
Marietta Corporation August 2009 - December 2010
HiTech Corp. April 2008 - August 2009
St. Clair Entertainment June 2005 - April 2008
Delta Creative July 2004 - June 2005
The Thomas Kinkade Company November 2000 - July 2004
Applause and Dakin, Corp. November 1998 - August 2000
Skills
Strategic Partnerships, Strategy, International Sales, Sales Operations, New Business Development, Product Management, Business Planning, Business Development, Product Development, Sales Management, Management, Business Strategy, B2B, Leadership, Team Management, Strategic Planning, Marketing, Sales, P&L Management, Consumer Products, Program Management, Salesforce.com, Full P&L Responsibility, Retail, Marketing Strategy, Sales Process, Team Building, Competitive Analysis, Executive Management, Account Management, Product Marketing, Cross-functional Team..., Market Planning, Forecasting, Direct Sales, Entrepreneurship, Key Account Management, Selling, Start-ups
Education
University of Maine 1975 — 1979
BS
Harvard Business School 2005 — 2006
MassMutual San Diego October 2014 - Present
New York Life Insurance Company April 2011 - October 2014
ISU Chun-Ha Insurance Services, Inc. July 2009 - April 2011
Prudential Financial November 2008 - March 2009
Samsung Life Insurance June 2006 - December 2007
Prudential Financial May 2002 - June 2006
Daewoo Securities Co., Ltd. August 1998 - May 2002
ROK Army OCS August 1992 - December 1995
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Whole Life, Term Life Insurance, Long Term Care Insurance, Long-term Care, Employee Benefits, Health Insurance, Fixed Income, Property, Wealth Management, Business Planning, Estate Planning
Education
Hankuk University of Foreign Studies 1992 — 1997
MBA, Management Information Systems
Hankuk University of Foreign Studies 1988 — 1992
BA, Management Information Systems
Stevens Institute of Technology August 2013 - Present
New York Life Insurance Company October 2010 - March 2012
Prudential Investments April 2004 - January 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Securities, Internal Controls, Bloomberg, Fixed Income, Account Reconciliation, Leadership, Investments, Finance, Analysis, General Ledger, Auditing, Budgets
Education
Hampton University 1998 — 2003
Bachelor of Science (BS), Finance, General
First Priority of South Florida June 2015 - Present
GoWireless, Inc. September 2013 - September 2015
New York Life Insurance Company October 2012 - September 2013
Cellular Sales March 2008 - September 2012
Cellular Sales February 2006 - March 2008
Computer Solutions September 2002 - June 2003
First Baptist Church of Pompano Beach May 2000 - August 2000
Skills
Leadership Development, Team Leadership, Public Speaking, Motivational Speaking, Recruiting, Interviews, Problem Solving, Construction Management, Project Planning, Project Management, Sales Operations, Sales Management, Sales Process, Direct Sales, Event Planning, Team Building, Customer Retention, Investments, Entrepreneurship, Fixed Income Strategies, Life Insurance, Wealth Accumulation..., Coaching, Customer Service, Sales
Education
Hanover College 1997 — 2001
Liberal Arts, Theology, Classics
Northeast High School 1994 — 1997
Nichols Kaster, PLLP January 2013 - September 2014
Pernod Ricard August 2011 - December 2012
New York Life Insurance Company May 2010 - May 2011
Sanctuary for Families January 2009 - May 2011
CMS: Albiñana y Suárez de Lezo June 2009 - August 2009
PepsiCo January 2006 - January 2007
Skills
Negotiation, Mergers & Acquisitions, Corporate Governance, Corporate Law, Due Diligence, Management, Employment Law, Strategic Planning
Education
Pace University School of Law 2008 — 2011
Doctor of Law (J.D.)
Hamilton College 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Deacon & Deacon Insurance Agency January 2006 - Present
National Association of Health Underwriters (NAHU) 2009 - July 2014
New York Life Insurance Company March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) 2003 - 2004
Skills
Employee Benefits, Insurance Consulting, Employee Benefits Design, Health Insurance, Disability Insurance, Life Insurance, Buy-sell Agreements, Long Term Care Insurance, Key Person Insurance, Health Insurance..., Fixed Annuities, Equity Indexed Annuities, Estate Planning, Licensed Life & Health..., Medicare, Medicare Advantage, Long-Term Disability, Term Life Insurance, Brokers, Insurance, Critical Illness, Health Savings Accounts, Long-term Care, Small Business, Underwriting, 401k, Health Care Reform, Permanent Life Insurance, Health Policy, Marketing, Retirement, Retirement Planning, Financial Advisory, Financial Planners, Workers Compensation, Liability, Auto Insurance, Homeowners Insurance, Commercial Insurance, Whole Life, Property & Casualty..., Employee Wellness, Claim, Benefits Administration, Dentistry, Self-Funded Plans, Stop-Loss Insurance, Strategic Financial..., General Insurance, Universal Life
Education
Hampden-Sydney College 1999 — 2003
Managerial Economics, Economics
New York Life Insurance Company November 2012 - Present
School Professional NEW YORK January 2010 - November 2012
Osseo area schools January 2007 - December 2009
Skills
Financial Projection, Strategic Financial..., Retirement Planning, Fixed Annuities, Insurance, Long Term Care Insurance, IRAs, Life Insurance, Term Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Financial Planners, Disability Insurance, Retirement, Health Insurance, Investments
Education
Hamline University 2007 — 2009
ESL courses
Kurukshetra University 1999 — 2002
Doctor of Philosophy (Ph.D.)
Eagle Strategies, LLC November 2013 - Present
New York Life Insurance Company April 1998 - Present
NYLIFE Securities, LLC April 1998 - Present
NAIFA September 2011 - Present
NAIFA July 2010 - June 2011
PaineWebber 1996 - 1998
Skills
Insurance, Retirement, Retirement Planning, Estate Planning, Investments, 401k Rollovers, Small Business, Key Person Insurance, Annuity Sales, Multi-generational..., Licensed Life Insurance..., Succession Planning, LUTCF, Asset Protection
Education
Haslam College of Business at the University of Tennessee 1978 — 1982
BS, Finance
The Baylor School 1972 — 1976
New York Life Insurance Company May 2014 - Present
Understanding Government March 2007 - May 2014
Markit Inc. February 1999 - December 2006
MASMI Research Group December 1998 - December 2005
Hodgman Consulting, Inc. December 1997 - December 1999
The International Foundation for the Survival and Development of Humanity December 1988 - December 1991
Natural Resources Defense Council December 1987 - December 1988
Federation of American Scientists December 1986 - December 1987
Skills
Editing, Writing, Website Development, Research, Government, Journalism, Management Consulting, Proposal Writing, Program Management, Politics, Policy Analysis, International Relations, Strategy, Policy, Leadership, Public Policy, Strategic Planning, Marketing Communications, Analysis, Nonprofits, Business Strategy, Human Rights, French, Market Research, Social Media, Qualitative Research, Strategic Communications, Marketing Strategy, International..., Community Development, Grants, Economic Development, Media Relations, Grant Writing, Program Development, Fundraising
Education
Harvard University 1982 — 1986
AB
University of Rochester 1992 — 2003
Doctor of Philosophy (Ph.D.)
New York Life Insurance Company June 2012 - Present
Education
University of Toledo
Doctor of Philosophy (Ph.D.), Educational Leadership and Administration, General
Regent University
Master's Degree, Theology/Theological Studies
The Catholic University of America
Master's Degree, Urban Education and Leadership
Hampton University
Bachelor's Degree, Psychology/Business
Tom James Company November 2014 - Present
New York Life Insurance Company December 2011 - October 2014
Cafe Bruges June 2010 - February 2012
California Café June 2009 - July 2010
Maurices November 2007 - May 2010
Skills
Leadership, Fashion, Consulting, Apparel, Bespoke, Sales, Haberdasher, Insurance, Retirement Planning, Marketing Strategy, Retail, Negotiation, New Business Development, Sales Management
Education
Shippensburg University 2008 — 2011
Bachelor of Science in Business Administration, Management
Harrisburg Area Community College 2007 — 2008
North Harris Community College 2003 — 2005
Westfield High School 1999 — 2003
New York Life Insurance Company January 1993 - Present
NYLIFE Securities LLC January 1993 - Present
Skills
Securities, Estate Planning, Accounting, Financial Services, Insurance, Public Speaking, Finance, IRAs, Investments, Tax, Fixed Annuities, Long Term Care Insurance, Retirement Planning, Retirement, FINRA, Mutual Funds, Disability Insurance, Life Insurance, Term Life Insurance
Education
Hampden-Sydney College 1984 — 1988
New York Life Insurance Company August 2013 - September 2014
New York Life Retirement Plan Services January 2013 - July 2013
Alvin Ailey American Dance Theater July 2012 - July 2013
Family Crisis Center Domestic Violence Shelter May 2011 - July 2012
Skills
Public Speaking, Customer Service, Program Management, Project Management, Research, Teamwork, PowerPoint, Nonprofits, Time Management, Training, Access, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Highly detail oriented, Outlook, Facebook, Investments, Community Outreach, Call Centers, Close Attention to..., Cpr Certified, Team Leadership, Client Services, Retirement, Dance, Choreography, Performing Arts
Education
YEAR UP, INC. 2012 — 2013
Financial Operations, A
Hampton University 2011 — 2013
Bachelor's degree, Forensic Chemistry
Financial Management Group of Alabama October 2010 - Present
New York Life Insurance Company October 2010 - October 2012
Liberty National Life Insurance Company March 2007 - March 2010
Skills
Sales, Sales Management, Marketing Strategy, Coaching, Leadership, Team Building, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Strategic Planning, Negotiation, Budgets, Project Management, Event Planning, Teamwork, Management, Public Relations, Marketing, New Business Development, Financial Analysis, Recruiting, Training, Long-term Care, Retirement Planning, Insurance, Outlook, Business Planning, Leadership Development, Team Leadership, Market Research, Change Management, Advertising, Finance, Organizational..., Employee Relations, Business Strategy, Retirement, Life Insurance, Fixed Annuities
Education
Harvard Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Pinson Valley High School 1990 — 1993
Advanced Academic
Southeastern Bible College
Biblical Studies, Theological and Ministerial Studies
University of Montevallo
Bachelor of Applied Science (BASc), Psychology, history and Secondary Education
New York Life Insurance Company May 2011 - April 2013
JS & J Restaurants October 2009 - May 2011
Skills
Retail, Merchandising, Inventory Management, Sales, Sales Management, Customer Service, Store Management, Visual Merchandising, Sales Operations, Profit, Inventory Control, Customer Satisfaction
Education
Howard University School of Law 2013 — 2016
Juris Doctor (J.D.)
Hampton University 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Greenway Medical Technologies May 2012 - Present
Greenway Medical Technologies January 2010 - January 2012
New York Life Insurance Company 2009 - 2010
Pfizer January 2003 - April 2008
Skills
EHR, Software Implementation, EMR, Healthcare Information..., Salesforce.com, Practice Management, Sales, Training Leadership, Train Others, HIPAA, HL7, Health Information..., Healthcare, Informatics, SaaS, Software Documentation, Training, Troubleshooting
Education
Hampton University 1998 — 2002
Biology, General
Orange High School 1995 — 1998
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company December 2012 - Present
Pursued Entrepreneurial and Employment Opportunities January 2012 - December 2012
PA Department of Community & Economic Development 2009 - 2011
Pennsylvania Department of Community & Economic Development 2007 - 2009
Governor's Office of Housing and Community Revitalization 2003 - 2007
Pennsylvania Department of Community & Economic Development 1993 - 2003
County of Los Angeles Chief Administration Office 1988 - 1991
Skills
Policy, Program Management, Community Development, Strategy, Economic Development, Training, Leadership, Program Development, Government, Marketing, Small Business, Business Development, Organizational..., Insurance, Budgets, Event Planning, Retirement Planning, Grant Writing, Grants, Management, Leadership Development, Analysis, Public Relations, Social Media, Succession Planning, Public Policy, Sales, Access, Social Networking, Entrepreneurship, Event Management, Annuity Sales, 401k Rollovers, Multi-generational..., Protection..., Asset Protection, Key Person Protection, Licensed Life Insurance..., Gifting Strategies, Investments, Policy Analysis, Strategic Communications, Media Relations, Business Process..., Data Analysis, Fixed Annuities, Proposal Writing, Licensed in Long Term..., Communication, Public Speaking
Education
University of Southern California - Sol Price School of Public Policy 1988 — 1989
Master of Business Ad
Kennedy School of Government, Harvard University
Executive Education, Senior Executives State & Local Government
University of Southern California
Master of Public Administration (M.P.A.), Public Finance
Pennsylvania State University, University Park
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
West Philadelphia High School
FS Financial Strategies January 2011 - Present
Canada Financial Inc. (Affiliated) January 2005 - January 2010
London life / Great-West Lifeco Inc January 1999 - January 2005
Sun Life Financial January 1995 - January 1999
New York Life Insurance Company January 1990 - January 1995
Skills
Insurance, Financial Planning, Investments, Customer Relations, Strategic Planning, Budgeting, Customer Service, Budgets, Finance, Pensions, Sales, Training, Strategic Financial...
Education
Harvard Business School 1980 — 1981
M.B.A., Finance
Abadan Institute of Technology 1961 — 1964
Master of Art, Business Administration
NYLIFE Securities LLC April 2008 - Present
New York Life Insurance Company April 2007 - Present
Skills
401(k) Rollovers, Annuity Sales, Life Insurance, Retirement Planning, Estate Planning, Asset Protection, Business Exit Strategies, Business Succession..., Buy-Sell Agreements, Charitable Giving, Team Building, Business Strategy, Mergers & Acquisitions, Executive Management, Management, Analysis, Process Improvement, Fixed Annuities
Education
Hartwick College 1966 — 1970
Batchlor of Arts (BA)., Policital Science
Latham & Watkins May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Short Software May 2012 - August 2012
Peer Health Exchange February 2011 - May 2012
UK Parliament May 2011 - August 2011
Skills
Research, Data Analysis, Legal Research, Microsoft Office, Legal Writing, Public Speaking
Education
University of Virginia School of Law 2012 — 2015
Doctor of Law (JD), Law and Business Program
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Government
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company April 2011 - September 2013
Skills
Recruiting, College Recruiting, Financial Recruiting, Training, Hands on Leader, Time Management, 401k Rollovers, Universal Life, Wealth, Financial Planners, Health Insurance, Investment Advisory, Series 6, Variable Annuities, Wealth Management, Investments, Roth IRA, Life Insurance, Series 63, Retirement Planning, Financial Planning, Financial Advisory, 401k, Finance, Leadership
Education
Harding University 1989 — 1994
Bachelor of Arts (B.A.), Education
The Reinvention Institute June 2011 - Present
New York Life Insurance Company April 1988 - March 2007
Morgan Stanley Smith Barney January 1987 - March 1988
Skills
Advertising, Public Relations, Business Strategy, Message Development, Crisis Communications, Reputation Management, Communications Strategy, Marketing Communications, Corporate Social..., Foundation Management, Employee Relations, Internal Communications, Strategic Communications
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA with distinction, Management
Harvard University 1982 — 1986
AB, cum laude in General Studies, Economics
New York Life Insurance Company June 1986 - Present
American Savings & Loan September 1982 - May 1986
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Wealth Management..., Insurance, Employee Benefits
Education
Gujarat University 1974 — 1978
B. Com, Accounting & Auditing
seeking new opportunities Sr. Financial AnalystThomson Reuters WestlawDecember 2013 - Present
New York Life Insurance Company July 2009 - November 2011
Universal Hospital Services 2007 - 2009
Schwan's Consumer Brands 2004 - 2007
StoneBridge Wireless 2004 - 2005
Nash Finch Company 2002 - 2003
Metris Companies 1999 - 2001
Education
Hamline University 2005 — 2007
Masters
University of St. Thomas 1996 — 1999
Bachelors
Abu Dhabi Education Council September 2010 - Present
PACT; Brigham and Womens Hospital, Partners In Health January 2010 - September 2010
RFB&D August 2008 - March 2010
School October 2004 - July 2008
School August 2006 - September 2007
ASC English 2004 - 2004
New York Life Insurance Company February 2002 - August 2003
Roger Williams University January 2002 - November 2002
Skills
Non-profits, Teaching, Research, Conferences, Language Acquisition, Education Reform
Education
Harvard University 2008 — 2012
Certificate, Non Profit Management Extension School
Simmons College 2004 — 2006
MA, Elementary Education
Roger Williams University 1999 — 2002
BA, History, Communications, Psychology
AXA Advisors December 2014 - Present
Prudential Financial February 2014 - November 2014
New York Life Insurance Company October 2011 - February 2014
New York Life Insurance Company July 2009 - October 2011
New York Life Insurance Company May 2005 - July 2009
New York Life Insurance Company May 1999 - May 2005
Prudential Insurance July 1992 - May 1999
Nansemond-Suffolk Academy August 1991 - June 1992
Westchester Academy August 1990 - August 1991
Skills
Wealth Management, Customer Service, Financial Planning, Investment Services, Financial Strategies, Insurance Planning, Long-Term Care Planning..., Estate Planning..., Retirement Planning..., Retirement Planning..., Business Succession..., Executive Benefits..., Education Planning..., Client Education, Social Media, Risk Management, Wealth Preservation..., Estate Conservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution...
Education
The American College 2010 — 2011
Chartered Leadership Fellow (CLF), Leadership, Strategic Planning, Interpersonal Relationships
The American College 2005 — 2007
Chartered Advisor in Senior Living(CASL), Retirement planning and Long Term Care Planning
The American College 2001 — 2005
Chartered Financial Consultant (ChFC), Investments, Retirement Plans
The American College 1999 — 2001
Chartered Life Underwriter (CLU), Insurance
The American College and the National Association of Insurance and Financial Advisors 1994 — 1997
Life Underwriting Training Council Fellow (LUTCF)
Hampden-Sydney College 1986 — 1990
BA, American History
New York Life Insurance Company 2009 - Present
Education
Gustavus Adolphus College 2005 — 2009
Bachelor, Business, Sociology, Scandinavian Studies
A+E Networks November 2012 - Present
AK Systems April 2010 - Present
New York Life Insurance Company March 2011 - November 2012
Dow Jones April 2010 - March 2011
Yahoo! October 2009 - March 2010
Saama Technologies June 2009 - September 2009
RadixWeb December 2007 - March 2009
Educational Initiatives December 2004 - November 2007
Netvision Web Technologies March 2001 - May 2002
Skills
PHP, JavaScript, jQuery, Apache, Linux, MySQL, Dojo, HTML, XML, JSON, REST, LAMP, Agile Methodologies, SOAP, AJAX, Oracle, Web Applications, Java, Web Development, Software Engineering, PostgreSQL
Education
Entrepreneurship Development Institute (EDI) 2003 — 2004
PGDBEM, Entrepreneurship, Management
Gujarat University 1999 — 2003
B.Sc., Maths
GLSIIT 1999 — 2001
UGDIT, Computers - Software & Networking
NR High School 1992 — 1999
Trinity English School 1985 — 1992
Morgan Stanley 2013 - Present
Bank of America January 2012 - 2013
Bank of America February 2010 - January 2012
New York Life Insurance Company February 2009 - February 2010
Skills
Financial Analysis, Risk Management, Banking, Financial Modeling, Microsoft Office, Investment Banking, New Business Development, Credit Risk, Credit, Portfolio Management, Insurance, Teamwork, Marketing, Loans, Economics, Access, Customer Satisfaction, Analysis, Strategic Planning, Microsoft Word, Trading, Risk, Credit Analysis, Commercial Banking, Underwriting, Financial Planning, Customer Service, Excel, Compliance, Outlook, Word, PowerPoint, Commercial Lending, Real Estate, Negotiation, Problem Solving, Coaching, Account Management, Mentoring, Management Consulting, Translation
Education
Guilford College 2004 — 2008
Bachelor of Arts, B.A. Economics, B.A. History
Gilman School 2000 — 2004
Paychex November 2012 - Present
New York Life Insurance Company August 2008 - November 2012
Data King January 2004 - August 2007
New Jersey Lenders Corp November 2003 - November 2004
Skills
Marketing, Investments, Business Development, Estate Planning, Sales Process, Cold Calling, Financial Services, Mortgage Lending, Retirement Planning, Networking, Health Insurance, Strategic Financial..., Employee Benefits, Small Business, Sales, Insurance
Education
Hartwick College 2003 — 2004
Finance and Financial Management Services
Christian Brothers Academy 1999 — 2003
Prudential Financial February 2013 - Present
The Hartford September 2010 - February 2013
The Hartford April 2005 - September 2010
New York Life Insurance Company June 2004 - March 2005
Classic Solutions (Towers Perrin) April 2003 - May 2004
Prudential Financial June 1998 - March 2003
Skills
Enterprise Risk..., Financial Reporting, Pricing, Financial Modeling, Reinsurance, Valuation, Capital Management, Actuarial Science, ALM, Fixed Annuities, Risk Management, Investments, Economic Capital, Life Insurance, Capital Markets, Financial Risk, Hedging, Equities
Education
Harvard College 1994 — 1998
AB, Applied Mathematics (Area of Application: Probability & Statistics)
Paramus High School
New York Life Insurance Company June 2012 - Present
Skills
Life insurance...
Education
Hampton University
Bachelor of Arts (B.A.), Psychology
Regent University
Master of Arts (M.A.), Theological and Ministerial Studies
The Catholic University of America
Master of Arts (M.A.), Urban Education and Leadership
University of Toledo
Doctor of Philosophy (Ph.D.), Educational Leadership and Administration, General
NYLIFE Securities LLC May 2012 - Present
New York Life Insurance Company May 2012 - Present
Pelion Financial Group September 2010 - May 2012
Self - Employed Private Equity July 2009 - August 2010
Verizon Business July 2008 - July 2009
Verizon Business June 2006 - July 2008
Verizon Business September 2005 - June 2006
Verizon Business September 2004 - September 2005
PureEdge November 2002 - December 2003
Self Employed July 2002 - October 2002
Skills
Risk Management, Small Business, Retirement Planning, Program Management, Start-ups, Management, Mergers, Insurance, Telecommunications, Analysis, Financial Analysis, Investments, Strategic Financial..., Leadership, Due Diligence, Strategic Planning, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Enterprise Software, Mergers & Acquisitions, Finance, Business Planning, Cross-functional Team..., Team Building, Security, Sales, Business Development, Information Security, Strategy, Business Strategy, Contract Negotiation, Process Improvement, Cloud Computing, Financial Services, Integration, Product Management, Executive Management, Business Process
Education
Harvard Business School 2009 — 2009
Turn Around Management Strategies
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2008
MBA, Management
Virginia Military Institute 1990 — 1994
BA, International Studies, Minor in History
Homer L. Ferguson 1988 — 1990
Peninsula Catholic 1985 — 1988
Toastmasters International 2005 - Present
Investment Management Consultants 2010 - 2015
Utah Entrepreneur Challenge 2005 - 2013
New York Life Insurance Company 2007 - 2010
Technical Change Associates 1988 - 2006
Skills
Investments, Financial Analysis, Strategic Planning, Public Speaking, Asset Managment, Financial Modeling, Business Strategy, Retirement Planning, Insurance, Series 7, Management, Asset Management, Business Development, Marketing, Leadership, Business Planning, Strategic Partnerships, Product Development
Education
Harvard Business School 1981 — 1983
MBA
Rensselaer Polytechnic Institute 1975 — 1979
BS, Mechanical Engineering
NYLIFE Securities LLC November 2012 - Present
New York Life Insurance Company March 2012 - Present
Skills
401k Rollovers, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, CRM, Financial Services, Multi-generational..., Annuity Sales, Business, Customer Service, Fixed Annuities, Life Insurance, Marketing Strategy, Microsoft Office, Public Speaking, Sales Management, Securities, Social Media, Sales, Leadership, Team Building, Marketing, Finance, Estate Planning
Education
Hardin-Simmons University 2008 — 2010
MBA, General Business
Tarleton State University 2005 — 2007
BBA, Marketing & Management
UBS Wealth Management June 2015 - Present
Morgan Stanley May 2014 - February 2015
BCM Search January 2014 - May 2014
New York Life Insurance Company July 2013 - December 2013
Joe's American Bar & Grill July 2010 - December 2013
Harrison & Shriftman June 2012 - January 2013
Hamilton College September 2011 - May 2012
United States Senate July 2011 - August 2011
Skills
Public Relations, Social Media, Marketing, Sales, Life Insurance, Communication, Finance, Fixed Income, Management, Business Analysis, Financial Services, Banking, Capital Markets, Derivatives, Microsoft Office, Microsoft Excel
Education
Hamilton College 2009 — 2013
Communications, Major
Millburn High School
NYLIFE Securities LLC August 1996 - Present
New York Life Insurance Company August 1996 - Present
Skills
Insurance, Retirement, IRAs, 401k Rollovers, Estate Planning, Investments, 529 Plans, Retirement Planning, Series 6, 401k, Licensed Life Insurance..., Annuity Sales, Life, Series 63, Asset Protection, Gift Strategies, Wealth Preservation..., Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multitasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Guaranteed Lifetime..., Long Term Care Insurance, College Savings Plans, Wealth Accumulation, Roth IRA, Fixed Annuities, College Funding..., Variable Life, Life Insurance, Term Life Insurance, Finance, Financial Services, Microsoft Office, Customer Service, Securities, Analysis, Leadership
Education
Harper College 1989 — 1990
Elk Grove High School 1986 — 1988
New York Life Insurance Company August 2014 - Present
Edward Jones November 2012 - August 2014
Skills
Mutual Funds, Bonds, Fixed Income, Equities, Retirement
Education
Hardin-Simmons University 2008 — 2012
BBA, Finance
Village Tavern Grill & Oyster Bar January 2013 - Present
Harvard University April 2010 - December 2012
State Street September 2009 - April 2011
State Street Bank & Trust November 2007 - September 2009
New York Life Insurance Company May 2005 - November 2007
CreditPerfection.com September 2001 - July 2005
Skills
Trade Operations, Retirment Planning, Mutual Funds, Investments, Retirement, Trading, Corporate Actions, Retirement Planning
Education
Harvard University 2010 — 2012
MLA, Finance, 3.6
Stonehill College 2001 — 2005
Bachelor of Arts, Economics
St. John's Prep 1998 — 2001
High School
Shore Country Day School 1989 — 1998
Grade/Middle School
New York Life Insurance Company August 2015 - Present
S.I.S., LLC March 2011 - Present
Sargent Aerospace & Defense April 2003 - March 2011
ING Bank January 1994 - July 1996
Skills
Aerospace, Aircraft, Customer Relations, Marketing, Sales, Presentation Design, Business Development, Logistics, Customer Service, Sales Management, Management, Maintenance & Repair, Negotiation, Contract Negotiation, Procurement, Supply Chain Management, Process Improvement, Aviation, Purchasing, Operations Management, Avionics, Marketing Strategy, Strategic Planning, Engineering, Program Management, Supply Chain, Cross-functional Team..., Training, Finance, Manufacturing, Management Consulting, Project Planning, Analysis, Business Strategy, Continuous Improvement, New Business Development, Consulting, Financial Planning, Business Planning
Education
Hartwick College 1981 — 1986
B.A., Economics, Business Administration
Blair Academy 1977 — 1981
High School, International Economics
Earthgoods June 2010 - Present
New York Life Insurance Company April 2004 - May 2010
Lehman Brothers August 2002 - April 2004
Lehman Brothers June 2001 - August 2001
Enron Corp June 1997 - July 2000
Singapore Army March 1991 - September 1993
Education
Harvard Business School 2000 — 2002
MBA, General Management
The University of Texas at Austin 1994 — 1997
BA, Economics Special Honors and Math
New York Life Insurance Company April 2010 - Present
Teradyne, Inc. April 2008 - May 2010
Teradyne, Inc. January 2007 - March 2008
Teradyne 1979 - 2006
Skills
Product Management, Business Strategy, Cross-functional Team..., Strategic Planning, Program Management, Project Management, Finance, Start-ups, Strategy, Business Development, Financial Modeling, Leadership, Competitive Analysis, Financial Analysis, Mergers & Acquisitions
Education
Harvard University 1975 — 1979
BA, HIstory, Economics
New York Life Insurance Company July 2015 - Present
Gretna Soccer Club January 2011 - Present
Complete Nutrition - Maple May 2015 - July 2015
Hastings College August 2012 - April 2015
Dolphins Car Wash May 2011 - August 2011
Town and Country Masonry April 2010 - September 2010
Skills
Social Networking, Teamwork, Leadership, Sports Nutrition, Sports, Marketing, Direct Sales, Risk Management, Customer Service, Public Speaking
Education
Hastings College 2012 — 2015
Marketing
University of Nebraska at Omaha 2011 — 2012
Marketing
Sacramento Kings May 2015 - July 2015
Houston Astros January 2015 - May 2015
The Aspire Group Inc June 2014 - December 2014
The Aspire Group Inc March 2013 - June 2014
The Aspire Group Inc March 2012 - March 2013
Weber Shandwick September 2010 - December 2010
New York Life Insurance Company March 2010 - June 2010
Hampton University July 2009 - December 2009
The Yard Radio July 2009 - December 2009
Boys and Girls Club of Cedartown June 2005 - August 2008
Skills
Public Relations, Creative Writing, Press Releases, Media Relations, Sales Presentations, Customer Service, Sales, Social Networking, Training, Management, Ticket Sales, Selling, Inside Sales, Database Management, Administrative Support, Team Building, Direct Sales, Consultative Selling..., Closing Abilities, Setting Appointments, Business Networking, Appointment Generation, Face to Face Sales, Customer Satisfaction, Leadership, Teamwork, Team Management, Solution Selling, Value Selling, Value Based Selling, Selling Skills, Identifying Client Needs, Productivity, Premium Seating, Highly motivated..., Great Motivator, Building Relationships, Sports Marketing, Database Admin, Event Planning, Social Media, Relationship Building, Microsoft Office
Education
Hampton University 2005 — 2010
Bachelor of Arts, Public Relations
elm street elementary
New York Life Insurance Company November 2011 - Present
Kingfisher Brewing Company July 2003 - November 2011
Skills
Licensed Life Insurance..., Annuity Sales, 401(k) Rollovers, Key Person Protection, Wealth Preservation..., Retirement Planning, Life Insurance, Retirement, Long Term Care Insurance, Insurance, Sales, Fixed Annuities, Marketing, Term Life Insurance, Disability Insurance, Financial Services, Marketing Strategy
Education
Informatic Computer Systems 1986 — 1987
Advanced Diploma in Computer Software, Computer Programming, Specific Applications
Guru Nanak Dev University 1972 — 1975
Bachelor of Arts (BA), Economics
New York Life Insurance Company January 2015 - Present
DICK'S Sporting Goods August 2013 - January 2014
Skills
People Skills, Communication, Dedication to work, Leadership, Insurance, Customer Service
Education
University of Central Arkansas 2014 — 2015
Insurance
Harding University 2011 — 2012
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2015 - Present
Air National Guard March 2014 - Present
Army National Guard February 2008 - February 2014
Skills
Life Insurance, Financial Services, Business Planning, Comprehensive Planning, College Savings Plans, Retirement Planning, Asset Protection, Long Term Care Insurance, Estate Planning, Wealth Preservation...
Education
Harding University 2006 — 2011
MBA
New York Life Insurance Company August 2015 - Present
Lucra Real Estate, LLC October 2014 - August 2015
JPMorgan Chase & Co. April 2010 - September 2014
e-MDs March 2009 - April 2010
Chisholm Operating, Inc September 2007 - March 2009
Wedding Things / Esquire Tuxedo April 1998 - September 2007
Education
Hardin-Simmons University 2000 — 2007
Registered Nursing/Registered Nurse
Minnesota Computers August 2015 - Present
Top5 Technologies Inc. January 2015 - July 2015
New York Life Insurance Company June 2014 - February 2015
Best Buy September 2009 - April 2014
Genesco October 2007 - September 2009
Genesco August 2004 - October 2007
Urban Academy Charter School August 2002 - June 2003
Skills
Sales, Leadership, Time Management, Public Speaking, Communication, Building Relationships, Customer Insight, Customer Satisfaction, Problem Solving, Protection..., Customer Service, Sales Management, Coaching, Analysis, Management, Team Building, Finance, Microsoft Office, Inventory Management, Team Leadership, Training
Education
Hamline University 1999 — 2002
Bachelor of Arts (BA), Theater Arts- Stage Acting
Minnesota State University, Mankato 1997 — 1998
Theater Arts
Centennial High School 1995 — 1998
New York Life Insurance Company September 2015 - Present
Michigan State University Student Investment Fund May 2015 - July 2015
Bank of China Limited July 2011 - August 2013
Bank of China Limited November 2010 - June 2011
Bank of China Limited May 2010 - October 2010
The 15th China Import & Export Fair April 2009 - May 2009
New China Trust Co., Ltd. July 2008 - August 2008
Skills
Banking, Retail Banking, Credit Risk, Commercial Banking, Credit, Valuation, Risk Management, Portfolio Management, Financial Analysis, Finance, Management, Strategy
Education
Michigan State University 2014 — 2015
Master’s Degree, Master of Science in Finance, 3.85/4.0
Peking University 2013 — 2014
Master of Business Administration (M.B.A.), Candidate for Master of Business Administration, 4.0/4.0
Guangdong University of Foreign Studies 2006 — 2010
Bachelor’s Degree, Bachelor of Arts in Business English (International Trade),Bachelor of Economics in Finance, 3.3/4.0
Shenzhen Foreign Language School 2003 — 2006
New York Life Insurance Company September 2014 - Present
Susquehanna Bank October 2011 - January 2013
Abington Bank October 1998 - September 2011
Police and Fire Federal Credit Union March 1992 - September 1998
Corestates Bank 1980 - 1991
Skills
Retirement Planning, Customer Satisfaction, Personal Finance, Team Leadership, Term Life Insurance, Whole Life Insurance, Account Management, Customer Insight, Education Funding, Customer Relations, Writing, Supplements to Employee..., Customer Retention, Strategic Planning, Networking, Problem Solving, Protection Planning, Long Term Care Insurance, Relationship Management, Life Insurance, Insurance, Financial Services
Education
Gwynedd-Mercy College 2005 — 2008
Associates Degree, Business Administration and Management, General, 3.98 GPA
Our Lady of Ransom, Philadelphia, PA
St. Hubert's Catholic H.S., Philadelphia, PA
RDR financial group January 2015 - Present
New York Life Insurance Company October 2009 - January 2015
United Airlines October 2006 - April 2009
Skills
Insurance, Retirement Planning, Retirement, Estate Planning, Business Planning, 401k, Health Insurance, Universal Life, Key Person Insurance, Pensions, Permanent Life Insurance, 401k Rollovers, Retirement Savings, Income Protection, Strategic Financial..., Fixed Annuities, Financial Services, Term Life Insurance, Disability Insurance, Financial Planning
Education
Gujarat University 1999 — 2001
MCOM, Accounting, Finance, Business Managment
Ash Brokerage February 2011 - Present
New York Life Insurance Company January 2004 - April 2010
New York Life Insurance Company October 1999 - January 2004
Skills
Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Sales, Leadership, Health Insurance, Term Life Insurance, Retirement, Series 6, Employee Benefits, Marketing, Public Speaking, Strategy, Long Term Care Insurance, Strategic Planning, Recruiting, Customer Retention, Training, Investments, Sales Analysis, Medicare, CLU, Motivational Speaking, Employee Training, Decision Making, Governmental Policies
Education
Hanover College 1982 — 1986
Bachelor of Arts, Economics and Business Administration
American College, Chartered Life Underwriter 1989 — 1992
CLU, Chartered Life Underwriter
Brokerage Business December 2008 - Present
New York Life Insurance Company February 2009 - Present
Nylife Securities LLC February 2009 - Present
Storebrand 2010 - 2013
Modern Woodmen of America March 2008 - January 2009
MetLife December 2007 - April 2008
Thrivent Financial for Lutherans January 2002 - December 2007
Rahmqvist Serama January 1995 - September 2001
AAL (Later merged to become Thrivent Financial) February 1992 - April 1994
Atelier Hallmark Professional Photography Studio June 1985 - February 1992
Skills
Insurance, Life Insurance, IRAs, Securities, Financial Services, Fixed Annuities, Retirement, Investments, Disability Insurance, Retirement Planning, Long Term Care Insurance, Term Life Insurance, Mutual Funds, Health Insurance, 401k Rollovers
Education
Hallmark Institute of Photography 1984 — 1985
Most professional Portfolio Award 1985, Photography and Business
Fagerlia Gymnas
New York Life Insurance Company July 2014 - Present
Skills
As a licensed Agent of...
Education
Guilford College 1981 — 1985
Bachelor's Degree, History
Cambridge Financial 2013 - Present
New York Life Insurance Company 2009 - 2013
The Amherst Group Ltd 2005 - 2007
BHP Billiton 2002 - 2005
BHP Billiton 1991 - 2002
Oracle 1990 - 1991
Ernst & Young 1986 - 1990
Skills
Finance, Leadership, Small Business, Accounting, Strategic Planning, Investments, Business Process..., Business Strategy, Financial Analysis, Insurance, Succession Planning, Retirement Planning, Life Insurance, Estate Planning, 401k Rollovers, Business Planning, Multi-generational..., Wealth Preservation..., Business Networking, Business Analysis, Strategy, Management, Entrepreneurship, Management Consulting, Program Management, Personal Finance, Customer Service, Real Estate, Start-ups, Risk Management, Employee Benefits, Project Planning, Human Resources, Operations Management, Strategic Financial..., Financial Planning, Financial Services
Education
The American College 2010 — 2011
LUTC Fellow (LUTCF ®)
Harvard University, John F. Kennedy School of Government 2001 — 2001
Executive Leadership Curriculum - Programs on Leadership for Senior Executives
Pacific Union College 1981 — 1986
Bachelor of Business Administration
New York Life Insurance Company November 2013 - Present
LotSeal Trading June 2013 - Present
Skills
Life Insurance, Team Building, Fixed Annuities, Long-term Care, Account Management, Small Business, Insurance, Retirement Planning, Retirement, Financial Planners, Customer Service, Team Leadership, Talent Acquisition, IRAs, Long Term Care Insurance, Financial Planning, Public Speaking
Education
HACC 2008 — 2012
Associate's degree
HACC, Central Pennsylvania's Community College
Associate's degree, Business Administration and Management, General
New York Life Insurance Company August 2015 - Present
Deloitte Consulting LLP May 2015 - July 2015
Los Altos Software Testing House April 2013 - April 2015
SSI "Institute for Single Crystals" NAS of Ukraine May 2004 - March 2013
Skills
Test Automation, Software Quality..., Mobile Testing, Web Testing, QA Engineering, iOS, Android, Black Box Testing, Regression Testing, User Acceptance Testing, Quality Assurance, Cross-browser..., Selenium WebDriver, Functional Testing, HTML, SQL, Virtualization, Test Cases, JScript, JIRA, Web Applications, Test Planning, Bug Tracking, Bugzilla, System Testing, Agile Methodologies, Mobile Applications, SDLC
Education
Kharkiv State University
Master's degree with honours
New York Life Insurance Company January 2014 - Present
WSC Associates LLP January 2012 - January 2014
HealthHIV February 2011 - November 2011
United Planning Organization May 2010 - December 2010
Citrix Systems May 2009 - May 2010
Robert Half International August 2007 - February 2009
S.C. Herman & Associates, Inc. 2008 - 2009
Hampton University September 2004 - January 2007
Skills
Word, Excel, Administration, Outlook, Inventory Management, PowerPoint, Public Speaking, Access, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Publishing, Microsoft Office, Project Management, Office Management, Office Administration, Proposal Writing, Human Resources, Resume Writing, Consulting, Compliance, Program Management, Association Management, Auditing, Employee Benefits, Managerial Finance, HR Consulting, Interviews, Training, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Management
Education
Kaplan University 2008 — 2010
Masters, Legal Studies
Hampton University 2004 — 2007
BA, Political Science & Economics
New York Life Insurance Company December 2014 - Present
Skills
Life Insurance, Fixed Annuities, Education Funding, Retirement Planning, Business Relationship..., Business Strategy, Business Networking
Education
Harcum College
Hanover College August 2015 - Present
New York Life Insurance Company May 2015 - Present
Sigma Chi January 2015 - Present
Hanover College August 2013 - August 2015
Hanover College August 2013 - May 2015
Shindigz May 2014 - 2014
Skills
Mathematica, Critical Thinking, Data Analysis, Time Management, Oral, Cpr Certified, Statistics, Teamwork, Microsoft Word, Public Speaking, Research, Microsoft Excel, Data Entry, Leadership
Education
Hanover College 2012 — 2016
Actuarial Management to Mitigate Risk 2015 - Present
Voya Financial Services 2004 - 2014
New York Life Insurance Company 1992 - 2003
CUNA Mutual Group 1986 - 1992
Skills
Risk Management, Insurance, Staff Management, Business Analysis, Solution Delivery, Product Management, Financial Modeling, Data Modeling, Strategic Communications, Project Estimation, Actuarial Science, Process Improvement, Change Management, Financial Services
Education
Hamilton College
Bachelor of Arts (B.A.), Mathematics
American Red Cross of Central Pennsylvania March 2007 - Present
New York Life Insurance Company December 2005 - March 2007
VisionQuest International LTD. April 2004 - September 2005
Turning Point of Washingtion County(Part of the Sheppard Pratt System) April 2001 - April 2004
Youth Services International September 1992 - November 2000
Skills
Microsoft Office, Program Management, Personnel Development, Community Outreach, Crisis Management, American Red Cross..., Crisis Intervention, Personnel Supervision, Counseling, Personnel Recruiting, Leadership, Training, Personnel Selection, Healthcare, Recruiting, Personal Development, Psychotherapy, Nonprofits, Emergency Management, Management
Education
Hamilton University 1998 — 2000
Bachelor of Applied Science (B.A.Sc.)
Walbrook Senior High School 1982 — 1984
High School Diploma
Citizens Financial Group, Inc. April 2015 - Present
M&T Bank July 2014 - March 2015
Brooke Private Equity Advisors July 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Entrepreneurship, Social Media, Microsoft Excel, Finance, PowerPoint, Syndications, Middle Market, Debt Management, Client Relations, Management Development, Client Services
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
NYLIFE Securities LLC August 1986 - Present
New York Life Insurance Company 1986 - Present
Skills
Retirement Planning, Investments, 401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Supplements to Employee..., Wealth Preservation..., Insurance, Protection Planning, Succession Planning, Financial Analysis, Management, IRAs, Public Speaking, Life Insurance
Education
University of Notre Dame 1971 — 1976
Bachelor of Arts (B.A.)
Harvard Kennedy School of Government
Master of Public Administration (MPA)
New York Life Insurance Company May 2014 - December 2014
Tata Consultancy Services October 2010 - December 2012
Skills
Business Intelligence, Requirements gathering..., Reporting & Analysis, Tableau, MS Visio, Business Systems..., Data Warehousing, Project Management, Business Process..., Data Analysis, Master Data Management, PL/SQL, SAS, Microsoft Office, SAP BW, Star Schema, Spreadsheet Modeling -..., ITIL, SAP ERP, Unix Shell Scripting, HTML, IT Service Management, SAS E-Miner, CSS, Leadership, Visual Paradigm, Crystal Reports, Oracle, C/C++, Relational Databases, SAP CRM, SAP BI, ETL, Crystal Xcelsius, C++, IBM Unica campaign..., IBM Showcase, Test Case Generation, Agile/SCRUM, JIRA, Wireframes/Mockflow, Visio, Management, Data Warehouse
Education
The University of Texas at Dallas 2013 — 2014
Master's Degree, Information Technology Management/ Management Information systems, 3.57
Gujarat University 2005 — 2009
Bachelor's degree, Computer Engineering
Miraca Life Sciences October 2012 - June 2015
New York Life Insurance Company February 2012 - June 2012
Massachusetts General Hospital August 2008 - October 2011
Skills
Microsoft Office, Social Media, Data Analysis, Project Management, Customer Service, Project Planning, Process Improvement, Leadership, Marketing, Microsoft Excel, PowerPoint
Education
Hartwick College 2004 — 2008
Bachelor of Arts, English
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company July 2007 - October 2011
Canon USA 2000 - 2005
Skills
Insurance, Retirement Planning, College Funding..., 401k Rollovers, Mutual Funds, IRAs, Investments, Securities, Annuity Sales, 401k, Financial Services, Retirement, Life Insurance, Strategic Financial..., Fixed Annuities, Wealth Management, Banking, Financial Analysis, Risk Management, Sales, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Customer Service, Variable Annuities, College Education..., Estate Planning, Final Expense Planning, Microsoft Excel, Microsoft Office
Education
Hampton University 1998 — 1999
Aviation Maintenance Technologies, 3.94 GPA
Mindtree October 2014 - Present
Fairleigh Dickinson University Silberman College of Business April 2015 - Present
Co-Factor USA September 2014 - Present
OppenheimerFunds 2012 - 2014
The Digital Marvels 2011 - 2012
New York Life Insurance Company 2008 - 2012
New York Life Insurance Company 2006 - 2008
New York Life Insurance Company 2003 - 2006
New York Life International 1999 - 2003
New York Life Insurance Company 1998 - 1999
Skills
Strategy, IT Strategy, Change Management, CRM, Strategic Planning, Analytics, Project Management, Program Management, Strategic Thinking, Social Media Marketing, Leadership, Management, Enterprise Software, IT Management, Governance, Financial Analysis, User Experience, Business Strategy, Digital Marketing, Business Development, Digital Strategy, International Business, Personnel Management, IT Outsourcing, Customer Service, Coaching, Project Finance, Lead Generation, Analysis, Outsourcing, Behavioral Finance, Offshore Operations, IT Operations, Security Audits, International Project..., Predictive Analytics, Human Factors, Auditing, Cost Accounting, SaaS, E-commerce, Social Media Strategy, Global Project..., IT Governance, Operations, Organizational Change, Diversity Strategy, Cost Containment, Human Capital Management, Integration
Education
Harvard Business School
Program for Leadership Development
University of Pennsylvania - The Wharton School
Certificate of Professional Development - Corporate Finance
University of South Carolina - The Moore School of Business
Masters of International Business Studies (MIBS)
Virginia Polytechnic Institute and State University - Pamplin College of Business
BSc, Economics
Virginia Polytechnic Institute and State University - Pamplin College of Business
BSc, Finance
International School of Choueifat (Dubai, UAE)
High School
New York Life Insurance Company 2014 - 2015
PinnacleHealth Maternal Fetal Medicine of Central PA August 2007 - November 2014
Equitable Life Assurance/AXA Network January 1986 - January 2001
Skills
Licensed Life Insurance..., Licensed in Long-Term..., Education Funding..., Permanent Life Insurance, Term Life Insurance, Retirement Planning, Mortgage Protection, Management, Recruiting, Event Planning, Human Resources, PeopleSoft, Employee Benefits, Customer Service, Life Insurance, Marketing Strategy, Sales, Leadership, Marketing, Team Building, Strategic Planning
Education
Central Dauphin High School
Harrisburg Area Community College
Business Administration and Management, General
New York Life Insurance Company November 2014 - Present
Verndale July 2012 - October 2014
Santander Consumer USA Inc. April 2012 - July 2012
Sparkline Digital May 2011 - April 2012
Emaratech (Datel) August 2008 - October 2010
Al Habtoor Leighton Group January 2007 - July 2008
AAJ Technologies November 2003 - September 2006
Data Matrix January 2003 - November 2003
Skills
SharePoint, CMS, ASP.NET, Sitecore, C# 4.0, Web Services, jQuery, AJAX, SOA, C#, XML, Visual Studio, REST, Integration, JavaScript, Databases, Subversion, ASP.NET MVC, Microsoft SQL Server, TFS, Eclipse, SOAP, Scrum, Software Development, Test Driven Development
Education
Maharishi University of Management 2010 — 2011
MS, Computer Science
Hamdard University 2001 — 2002
Bachelor's Degree, Computer Science
BDT Beverage July 2014 - Present
BDT Beverage December 2011 - June 2014
New York Life Insurance Company January 2011 - December 2011
ESS, Inc. January 2007 - December 2010
Lexus Of Nashville March 2005 - April 2006
Skills
Sales Management, Sales, Insurance, Customer Service, Marketing, Direct Sales, Time Management, Networking, Account Management, Cold Calling, Marketing Strategy, Sales Process, Business Development, Management, B2B, Contract Negotiation, Customer Retention, Business Planning, Finance, Customer Satisfaction, Solution Selling, Strategy, Social Networking, Process Improvement, Business Strategy, Email Marketing, Lead Generation, Forecasting, Social Media Marketing, New Business Development, Salesforce.com
Education
Harding University 1999 — 2004
Professional Sales
Lane Community College 2000 — 2001
Phoenixville Area School District August 2004 - Present
Coatesville Area School District July 1999 - August 2004
Devereux March 1998 - July 1999
Nextel Communications October 1997 - February 1998
New York Life Insurance Company May 1997 - October 1997
Skills
Teaching, Public Speaking, Business Education, Curriculum Design, Curriculum Development, Leadership, Instructional Design, Educational Leadership, Classroom, Classroom Management, Lesson Planning, Educational Technology, Tutoring, Microsoft Excel, Microsoft Office, PowerPoint, Special Education
Education
Temple University 2011 — 2012
Cooperative Education Certification, Career and Work
Pennsylvania State University-Great Valley Graduate Center 2001 — 2005
MS, Education with Emphasis in Curriculum and Instruction
Gwynedd Mercy University 1998 — 2000
BS, Business Education
La Salle University 1993 — 1997
BS, Business Administration
US Bankruptcy Court February 2002 - Present
Matthew Bender-Lexis Nexis 1997 - 2002
West Bar Review October 1996 - July 1997
New York Life Insurance Company December 1996 - April 1997
Lawyers Cooperative Publishing April 1996 - July 1996
Edwards Angell Palmer & Dodge LLP August 1994 - February 1996
Keenan, Powers & Andrews October 1993 - July 1994
Hart & Hume October 1991 - October 1993
Computer Telephone Corp. November 1989 - August 1991
Harlem Valley Times (Taconic Press) July 1988 - June 1989
Skills
Editing, Writing, Bankruptcy, Legal Research, Legal Writing, Courts
Education
Saint John's University School of Law 1992 — 1996
J.D.
Hamilton College 1983 — 1987
A.B., English Literature
Lancaster University 1986 — 1986
Bachelor of Arts (B.A.), English literature
New York Life Insurance Company May 2014 - Present
Citigroup April 2003 - May 2014
CyberThink Inc. March 2000 - October 2004
Contech Software Pvt. Ltd. October 1998 - March 2000
Software Frontiers Ltd. August 1997 - October 1998
Skills
.NET, Visual Basic, Microsoft SQL Server, Oracle, SDLC, Software Project..., SOA, Requirements Analysis, Software Development, Software Design, Project Management, Software Development..., WCF, Tortoise SVN, SSIS, RESTful WebServices, Web Services API, Project Estimation, HTML 5, CSS3, jQuery, LINQ, XML, XSL, XSLT, MS Project, Visio, InstallShield, WiX, ASP.NET, ASP.NET MVC, AJAX, TFS, VSS, Design Patterns, Agile Methodologies, WPF, XAML, TPL, Multithreading, MVVM
Education
Gujarat University 1994 — 1997
MCA, Computer Applications
National Institute of Information Technology (NIIT) 1992 — 1994
H.D.S.M., Systems Managemennt
Gujarat University 1989 — 1992
MCA
Sri Sharda Vidyalay, Ahmedabad, India 1984 — 1989
HSC
MetLife August 1999 - Present
New York Life Insurance Company November 1995 - August 1999
State Mutual/Allmerica Financial March 1984 - August 1995
Skills
Actuarial Science, Disability Insurance, Financial Modeling, Financial Reporting, Financial Analysis, Analysis
Education
Northeastern University 1979 — 1983
Master of Public Administration (MPA), Public Administration
Harvard University 1971 — 1974
Bachelor of Arts (BA), Mathematics
New York Life Insurance Company September 2012 - Present
The New York Life Insurance Company 1993 - Present
New York Life Insurance December 1991 - Present
Hearst- Business Books Division December 1989 - December 1995
Sylvia Porter's Personal Finance Magazine 1986 - 1988
Skills
Publishing, Newsletters, Online Advertising, Internal Communications, Strategic Communications, Content Development, Social Media, Copy Editing, Public Relations, Media Relations, Public Speaking, Editing, Copywriting, Marketing Communications, Press Releases, Marketing, Corporate Communications, Content Management, Marketing Strategy, Blogging, Editorial, Speech Writing, Social Media Marketing, Journalism, Project Management, Publications, Integrated Marketing, Digital Marketing, Magazines, Email Marketing, Crisis Communications, Content Strategy, Web Content, Brand Development, Social Networking, Communications Planning, Digital Strategy, Direct Marketing, Direct Mail, Advertising, Digital Media, New Media, Communication Training, Thought Leadership, Online Marketing, Corporate Branding, Proofreading, SEO, B2B Marketing, Creative Direction
Education
Harvard University 1984 — 1984
Graduate, Publishing
Radcliffe Publishing Course 1984 — 1984
Summer, Magazine and Book Publishing
Whitman College 1980 — 1984
BA, English, English, Journalism
Weber High School 1977 — 1980
Diploma, All
Valley Jr. High 1976 — 1980
Diploma, Graduate
New York Life Insurance Company February 2013 - Present
Texas Education Agency April 2012 - February 2013
Austin Energy July 2010 - August 2011
Lockheed Martin Information Technology July 2008 - May 2009
iCubix infotech ltd. April 2004 - December 2006
Mahila SEWA Sahakari Bank September 2002 - March 2004
Skills
Business Analysis, Requirements Analysis, Visio, SDLC, Agile Methodologies, Software Documentation, Requirements Gathering, SharePoint, Software Project..., SQL, Microsoft SQL Server, XML, User Acceptance Testing
Education
Gujarat University 2000 — 2002
PGIT, Analysis & Design, Database management, Programming
Gujarat University 1997 — 2000
BBA, Marketing, Finance, Economics, Statistics
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company June 2014 - April 2015
Citi September 2012 - June 2014
Deloitte October 2010 - August 2011
UBS Financial Services - Wealth Management Americas February 2007 - September 2010
Short Hills Hilton - Hilton Hotels Corporation June 2005 - February 2007
Short Hills Hilton - Hilton Hotels Corporation October 2004 - June 2005
Skills
Resume Writing, Project Management, Microsoft Excel, Time Management, PowerPoint, Recruiting, Onboarding, Interpersonal..., Interviewing Skills, PeopleSoft, New Hire Orientations, Taleo, Hiring, Interviews
Education
Hamilton College 2000 — 2004
Bachelor of Arts, Communication Studies
New York Life Insurance Company August 2013 - Present
New York Life Insurance Company September 2010 - August 2013
New York Life Insurance Company August 2006 - September 2008
Skills
Leadership, Customer Service, Sales, Management, Financial Services, Team Building, Mutual Funds, 401k, Insurance, Marketing
Education
Harvard University 2007 — 2011
Master of Liberal Arts, Management
Harvard University 2007 — 2010
Purdue University 2001 — 2006
Purdue University 2001 — 2005
Bachelor of Liberal Arts, Communications
Prudential Financial June 2015 - Present
Allegheny Valley School District January 1998 - Present
New York Life Insurance Company June 2006 - May 2015
Avnet Technology Solutions October 1983 - February 2004
Skills
Term Life Insurance, Credit, Small Business, Customer Service, Microsoft Excel, Accounting, Sales, Budgets, Team Building, Microsoft Office, Account Management, Leadership
Education
Penn State University 1982 — 1983
Associate of Science (A.S.), Computer Science
Grove City College 1978 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Bedford Hill Group, LLC May 2012 - Present
Ann Taylor April 2000 - May 2012
Scripps Networks Interactive Inc. February 1999 - April 2000
New York Life Insurance Company March 1992 - February 1999
Skills
Real Estate, Real Estate Transactions, Selling, Vendor Management, Relocation, Retail, Referrals, Luxury, Customer Service, Budgets, Team Building, Strategic Planning, Contract Negotiation, Sales, Business Development, CRM, Financial Analysis, Marketing, Merchandising, Outlook, Social Networking, Property Management, Project Management, Negotiation, Management, Finance, Business Planning
Education
University of Phoenix 2004 — 2007
MBA, Management
Hampton University 1987 — 1991
BS, Finance
New York Life August 1999 - Present
New York Life Insurance Company August 1999 - Present
New York Life April 1997 - Present
New York Life Insurance Company April 1997 - Present
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Recruiting, Training, Business Planning, Analysis, Finance, Financial Services, Investments, Leadership, Life Insurance, Business Development
Education
Guru Nanak Dev University
biology
AutoTrader.com May 2012 - Present
Verizon Business October 2007 - May 2012
McKesson Provider Technologies October 2005 - October 2007
BlueLinx Corporation November 2002 - October 2005
ADP January 2000 - December 2001
NatWest Markets February 1994 - October 1998
New York Life Insurance Company January 1990 - January 1992
Education
Hampton University 1985 — 1989
BS, Accounting
Arthur J. Gallagher & Co. August 2013 - Present
Arthur J. Gallagher & Co. July 2011 - July 2013
New York Life Insurance Company May 2008 - June 2011
CapTrust June 2005 - March 2008
Wachovia, A Wells Fargo Company June 2000 - May 2005
Education
Harvard Business School 1990 — 1992
MBA, Business
University of Michigan 1983 — 1987
BA, Economics
New York Life Insurance Company October 2010 - Present
Debevoise & Plimpton July 2006 - September 2010
Prudential Financial, Inc June 2005 - June 2006
Debevoise & Plimpton LLP November 2001 - May 2005
The Equitable Life Assurance Society July 1997 - July 1998
Skills
Mergers, Corporate Law, Actuarial, Securities Law, Financial Services, Reinsurance, Mergers & Acquisitions, Insurance, Investments, Actuarial Science, Securities Regulation, Financial Modeling, Economic Capital, Life Insurance, Financial Risk, Risk Management, Due Diligence, Fixed Annuities
Education
Harvard Law School 1998 — 2001
JD, Law
Princeton University
Bachelor of Arts, Economics
Old Dominion University March 2014 - Present
Old Dominion University, Darden College of Education January 2015 - Present
Old Dominion University June 2013 - March 2014
Old Dominion University May 2010 - June 2013
Superior Group of Companies May 2000 - May 2010
New York Life Insurance Company January 2001 - January 2003
Office of the Attorney General, Commonwealth of Virginia January 2000 - June 2000
Gene Turk Law Office August 1998 - May 1999
The Law Office of H. Taylor Williams, IV May 1998 - August 1998
Norfolk Public Schools August 1995 - June 1997
Skills
Higher Education, Student Affairs, Student Development, Research, Public Speaking, Higher Education..., Program Development, Community Outreach, Adult Education, Distance Learning, Student Engagement, Teaching, Student Leadership, Admissions, Fundraising, Legal Research, Resume Writing, Career Counseling, Academia, College Teaching, Enrollment Management, Grant Writing, Non-profits, Corporations, University Teaching, Curriculum Development, Program Evaluation, Instructional Design, Curriculum Design, Corporate Formation, For-profit Education, Student Loans, Estate Planning, Contract Law, Sales Management, Sales Leadership..., Academic Affairs, Academic Compliance, Legal Compliance
Education
Harvard University Graduate School of Education
Class of 2014 · Post Graduate Certificate · Cambridge, Massachusetts, Higher Education Administration
Old Dominion University 2010 — 2015
Ph.D. (pending, doctoral candidate), Higher Education Administration
University of Richmond School of Law 1999 — 2000
Visiting Student, Law
Southern Illinois University School of Law 1997 — 2000
J.D., Law
Old Dominion University 1994 — 1996
B.A., History/ Secondary Education
Tidewater Community College 1992 — 1994
A.A., Liberal Arts
New York Life Insurance Company June 2015 - Present
Primary Mortgage Resources,Inc. August 2003 - June 2010
Skills
Strategic Planning, Contract Negotiation, Negotiation, Project Management, Strategy, Team Building, Management, Team Leadership, Customer Service, Process Improvement, Account Management, Leadership, Supply Chain Management, Project Planning, Logistics, Operations Management, New Business Development, Analysis, CRM
Education
Harvard University 1998 — 2002
BA, Liberal Arts
lycee bilingue buea
S.R. Tabb & Associates & Steven Tabb Realty January 1991 - Present
The Simpson Organization 1999 - 1999
American Capital Resources 1994 - 1995
Mutual Life Insurance Company of New York 1986 - 1990
New York Life Insurance Company 1979 - 1985
Skills
Commercial Real Estate, Disposition, Real Estate, Brokerage, Asset Management, Leases, Property, Real Estate Development, Investments, Location Intelligence, Land Acquisition, Dispositions, Underwriting, Due Diligence, Mergers & Acquisitions, Real Estate Financing, Real Estate Transactions, Valuation, Shopping Centers, Real Estate Economics, Investment Properties, Property Management, Mortgage Lending, Loans, Corporate Real Estate, Landlords, Sellers, Apartments, Lease Negotiations, Finance, Portfolio Management, Appraisals, Tenant, Tenant Representation, Lease Administration, Joint Venture Investment, Underwriting & Appraisal, Land Sales, Investment Analysis, Site Selection, Property Repositioning, Working With Investors, Working With Developers, Property Acquisition, Office Leasing, Income Property Finance, Mortgage Brokerage
Education
University of Wisconsin-Madison - School of Business 1976 — 1978
MS, Real Estate Appraisal & Investment Analysis
University of Tennessee-Knoxville - College of Business Administration 1972 — 1976
BS, Real Estate & Urban Development, "With Honors"
CenturyLink April 2015 - Present
Stanley Black & Decker, Inc. November 2013 - March 2015
Stanley Black & Decker April 2013 - October 2013
Stanley Black & Decker, Inc. May 2011 - April 2013
C.H. Robinson Worldwide, Inc. May 2010 - May 2011
New York Life Insurance Company December 2009 - May 2010
Medtox Laboratories September 2008 - December 2009
Hamline University Bush Library September 2005 - May 2009
Medtox Laboratories May 2008 - August 2008
Cretin-Derham Hall February 2007 - May 2008
Skills
Employee Relations, Organization, Vendor Management, Sourcing, Human Resources, Recruiting, Training, Employee Engagement, PowerPoint, Leadership, New Hire Orientations, Personnel Management, Management, Hiring, Interviews, Onboarding, Temporary Placement, Talent Management
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MA-HRIR, Human Resources and Industrial Relations
Hamline University 2005 — 2009
Bachelor's of Science, Psychology
New York Life Insurance Company January 1992 - Present
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Sales, Small Business, Retirement, Business Planning, Disability Insurance, IRAs, Insurance, Investments, Term Life Insurance, Financial Planners, Mutual Funds, Long-term Care, Estate Planning, Strategic Financial...
Education
The American College 1999 — 1999
Chartered Life Underwriter, Insurance
Harding University 1963 — 1968
National University
Master of Business Administration (MBA)
York College, York, NE
Deluxe Corporation April 2006 - Present
Schneider Agency 2005 - 2005
Marsh May 2001 - September 2004
New York Life Insurance Company 1998 - 2000
Piper Jaffray 1994 - 1998
Securian Financial Group 1978 - 1994
Skills
Risk Management, Enterprise Risk..., Financial Risk, Business Continuity, Cross-functional Team...
Education
Hamline University 1973 — 1977
B.A., Economics and Environmental Studies
New York Life Insurance Company May 2015 - Present
Wells Fargo Wealth Management July 2013 - April 2015
Attorney at Law October 2010 - July 2013
Columns Resource Group of Northwestern Mutual Financial Network May 2008 - October 2010
The Garlough Law Firm, PLLC 2006 - 2009
Hamline University School of Law 2005 - 2009
Aging Services of Minnesota (fka Minnesota Health & Housing Alliance) 2008 - 2008
National Arbitration Forum 2006 - 2007
CalibanCo Theatre 2002 - 2007
Wood Executive Search (fka The Wood Group) 2001 - 2006
Skills
Public Speaking, Fundraising, Estate Planning, Litigation, Nonprofits, Leadership, Public Relations, Legal Research, Wills, Event Planning, Trusts, Legal Writing, Research, Marketing, Management, Strategic Planning, Contract Negotiation, Sales, Civil Litigation, Mediation, Social Media, Business Development, Time Management, Corporate Law
Education
Hamline University School of Law 2005 — 2009
JD
Louisiana State University 1998 — 2001
MFA, Performance in Theatre
Southwestern University 1994 — 1998
BA, Theatre
New York Life Insurance Company January 2013 - Present
The Heart Group of Lancaster General Health 2010 - 2012
The Heart Center of Philadelphia 2008 - 2010
Skills
Investments, Fixed Annuities, Investment Strategies, Life Insurance, IRAs, Pensions, 401k, Long-term Care, Equities, Financial Analysis, Retirement, 401k Rollovers, Asset Allocation, Wealth, College Savings Plans, Mutual Funds, Roth IRA, Small Business, Financial Advisory, Insurance, 529 Plans, Long Term Care Insurance, Retirement Savings, Income Protection, Key Person Insurance, Estate Planning, High Net Worth..., Variable Annuities, Saving for Education, Protection..., Wealth Preservation..., Education Funding, College Funding..., Key Person Protection, Customer Service, Public Speaking
Education
Thomas Jefferson University 2007 — 2010
Bachelor's Degree, Organizational Leadership, Echocardiography, Business Management
The Reading Hospital School of Health Sciences 2005 — 2007
Radiologic Technologist Registered (ARRT)
Harrisburg Area Community College 2002 — 2005
Pre-requisites for Thomas Jefferson University and Reading Hospital School of Radiologic Technology
New York Life Insurance Company July 2009 - Present
New York Life Insurance Company January 2008 - July 2009
New York Life Insurance Company March 2005 - January 2008
New York Life Insurance Company August 2004 - March 2005
Hampton University February 2001 - April 2004
Hampton University June 2003 - July 2003
Tidewater Heart Specialists May 2002 - September 2002
Skills
Leadership, Customer Service, Analysis, Insurance, Process Improvement, Microsoft Office, Project Management, Time Management, Data Analysis, Marketing, Research, Budgets, Sales, Team Building, Strategic Planning, Team Leadership, Microsoft Excel, Financial Analysis, Outlook, Microsoft Word, Customer Satisfaction, PowerPoint, Event Planning, Access, Human Resources, Project Planning, Lotus Notes, Business Process..., Change Management, Administrative..., Data Entry, Legal Writing, Legal Research, SAP, SharePoint, Banking, File Management, Travel Arrangements, Public Speaking, Management, Finance, Life Insurance, Community Outreach, Social Networking, Communication, Financial Services, Nonprofits, Social Media, Salesforce, Program Management
Education
The George Washington University 2012 — 2014
Masters, Paralegal Studies
Hampton University 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Novus Partners 2010 - Present
CTC Consulting 2009 - 2010
New York Life Insurance Company 2008 - 2009
United States Air Force 1999 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Management, Financial Modeling, Private Equity, Equities, Valuation, Bloomberg, Investments, Equity Research, Fixed Income, Capital Markets, Financial Analysis, Mutual Funds
Education
Harvard University 2007 — 2008
Master's, Management, Finance
Northern Illinois University 2003 — 2007
B.S., Accounting
New York Life Insurance Company September 2015 - Present
Peace Lutheran Church El Paso October 2012 - Present
Christ Lutheran Church, Bethesda January 2011 - October 2012
First Evangelical Lutheran Church August 2003 - July 2008
Skills
Discipleship, Pastoral Care, Preaching, Theology, Youth Ministry
Education
Lutheran Seminary Program in the Southwest 1999 — 2003
Master of Divinity (M.Div.), Master of Divinity
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts (B.A.), Religion/Religious Studies
The Florida Times Union - MORRIS COMMUNICATIONS September 2015 - Present
Bar-Z September 2013 - November 2014
New York Life Insurance Company July 2011 - September 2013
C&S Wholesale Grocers June 2003 - June 2011
Skills
Wholesale, Account Management, Sales, Merchandising, Sales Management, Retail, Pricing, Inventory Management, Grocery, Sales Operations, Cold Calling, Forecasting, P&L, Selling
Education
Harvard Business School 2008 — 2011
Master's degree, International Economics
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science (BS), Biochemistry
New York Life Insurance Company July 2004 - Present
Skills
Estate Planning, Retirement Planning, Investments, Retirement, Securities, Fixed Annuities, Strategic Financial..., Insurance, Financial Planners, Mutual Funds, Long-term Care, IRAs, Financial Services, 401k, Series 7, Long Term Care Insurance, Wealth Management
Education
한양대학교 / Hanyang University
New York Life Insurance Company February 2012 - Present
Merrill Lynch July 2011 - December 2011
Bank of America July 2010 - July 2011
Skills
Retirement Planning, Retirement, Fixed Annuities, Insurance, Long-term Care, Series 63, Securities, Mutual Funds, Investments, Financial Services, Wealth Management, Asset Allocation, Strategic Financial..., 401k
Education
Hampton University
Bachelors of Science, Economics
US Bank March 2014 - Present
Accountemps/US Bank Investments September 2013 - March 2014
Bear Trap Design 2012 - September 2013
Meristem, LLP September 2011 - 2012
New York Life Insurance Company December 2009 - September 2011
New York Life Insurance Company May 2009 - December 2009
Gustavus Adolphus College September 2008 - May 2009
Lifeworks Services, Inc. May 2008 - August 2008
Skills
Insurance, Retirement, Life Insurance, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Investments, Finance, Accounting, Management, Financial Analysis
Education
Hamline University 2012 — 2014
Master of Business Administration (MBA), Finance
Gustavus Adolphus College 2005 — 2009
Bachelor of Arts (B.A.), Business Management and Psychology
New York Life Insurance Company September 2014 - Present
Education
Hampton University 1991 — 1995
Master of Science (M.Sc.), Nuclear Physics
Virginia Union University 1978 — 1983
Bachelor of Science (B.S.), Mathematics
New York Life Insurance Company March 1998 - Present
Skills
Actuarial Science, Insurance, Economic Capital, ALM, Life Insurance, Investments, Financial Modeling, Risk Management, Reinsurance, Valuation, Financial Analysis, Pricing, Strategic Financial..., Derivatives, Portfolio Management, Analysis, Defined Benefit, Financial Services, Financial Risk, Enterprise Risk..., Disability Insurance, Financial Reporting, Pensions, Variable Annuities, Retirement Planning, Solvency II, Underwriting
Education
Harvard University 1995 — 1997
MA, Economics
Massachusetts Institute of Technology 1991 — 1995
Bachelor of Science, Mathematics, Economics
Kings Park High School 1988 — 1991
Capital Choice Financial Services 2012 - Present
New York Life Insurance Company 2010 - 2011
Eckler Industries 2001 - 2010
Education
Hanover College 1971 — 1975
BA, Economics
Bluewolf July 2015 - Present
Zebra Technologies April 2014 - July 2015
The SMB Help Desk, Inc. November 2013 - April 2014
Talk3 February 2013 - June 2013
Walgreens December 2010 - February 2013
BackYards Landscape Design & Build, Inc. April 2003 - December 2010
Harper College September 2003 - December 2004
A.T. Kearney January 1996 - June 2003
New York Life Insurance Company March 1995 - October 1996
Road Runner Sports 1992 - 1993
Skills
Marketing Communications, Project Management, Training & Development, Customer Relations, P&L Management, Process Improvement, Customer Service, Contract Negotiation, CRM, Salesforce.com, Business Analysis, Sales Support, Sales Operations, Sales Process, Technical Training, Entrepreneurship, Business Process..., Process Mapping, customer relationship..., Database Marketing, Relational Databases, Change Management, Program Management, Agile Project Management, Requirements Analysis, Presenter, Horticulture, Management, Training, Marketing, Leadership, Budgets, Retail, Sales
Education
University of Wisconsin 2014 — 2016
Master's Degree, Project Management
The Ohio State University 1984 — 1985
BA, Journalism/PR
Harper College 2002 — 2003
Certificate, Landscape Design
Kutztown University of Pennsylvania 1977 — 1981
BS, Secondary Education/Communications
New York Life Insurance Company February 2015 - Present
Life Matters February 2010 - February 2015
West Business Services July 2005 - February 2009
Skills
Life Insurance, Term Life Insurance, Whole Life, Retirement, Fixed Annuities, Universal Life, Customer Service, Health Insurance, Small Business, Team Building, Sales, Leadership, Employee Benefits, Insurance, Sales Management
Education
Hardin-Simmons University 1975 — 1979
BA, Bible
Vesa Health & Technology, Inc. April 2015 - Present
United States Army Reserve July 2014 - Present
NYLIFE Securities LLC August 2014 - March 2015
New York Life Insurance Company July 2014 - March 2015
United States Army Reserve August 2005 - July 2014
AT&T June 2012 - April 2014
21st Century Insurance April 2011 - June 2012
AT&T September 2010 - April 2011
Conn's HomePlus March 2007 - July 2009
Skills
Sales, Customer Satisfaction, Public Speaking, Strategic Planning, Financial Services, Annuity Sales, Gifting Strategies, Customer Relations, Wealth Preservation..., Estate Planning, Investments, Life Insurance, Seminar Marketing, Retirement Planning, Direct Sales, Analysis, Community Outreach, Social Media, Marketing, Process Improvement, Human Resources, Military Experience
Education
Hardin-Simmons University 1998 — 2002
Master of Divinity (M.Div.), military chaplaincy
Wayland Baptist University 1993 — 1998
Bachelor of Arts (B.A.), Religion/Religious Studies
Prudential Insurance January 2006 - June 2012
New York Life Insurance Company February 2002 - December 2006
Genworth Financial July 1991 - November 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Long-term Care, Marketing, Recruiting, Sales, Lead Generation
Education
Hartwick College 1982 — 1986
Bachelor of Science (BS), Political Science and Government
Hingham High School 1979 — 1982
SEDGWICK CMS July 2012 - Present
New York Life Insurance Company December 2010 - November 2011
MUGEF-CI March 2008 - September 2009
Education
ABOBO UNIVERSITY 2000 — 2005
Bachelor's degree, COMPUTER SCIENCE
Gwinnett Technical College
ORACE PL/SQL
RADIUMSOFT
SQL DBA/DEVELOPER
New York Life Insurance Company March 2012 - Present
New French Bakery June 2011 - March 2012
Pro Staff August 2010 - May 2011
Ramsey County Community Human Services January 2010 - May 2010
Amherst H. Wilder Foundation September 2009 - December 2009
Skills
HR Policies, Office Administration, Administrative Support, Temporary Staffing, Job Fairs, Job Posting, Candidate Screening, Screening, Interviewing, Hiring, Onboarding, Employee Relations, Employee Surveys, Employee Recognition, Metrics, Talent Acquisition, PeopleSoft, Employee Engagement, Recruitment/Retention, Job Descriptions, Conflict Resolution, Internet Recruiting, Applicant Tracking..., Data Entry, Microsoft Office, Resume Writing, Web Services, Social Services, E-Verify
Education
Hamline University 2007 — 2010
Bachelor of Arts, Sociology & Psychology
New York Life Insurance Company December 2011 - Present
Capital Home Funding Corp. August 2003 - November 2011
STELCOM Co., Ltd. December 2001 - July 2003
(주)시스텍 March 1992 - December 2001
STMicroelectronics October 1988 - March 1992
대우통신(주) January 1983 - September 1988
Skills
International Business, Financial Planning, Business Planning, Strategic Planning, Business Strategy, Marketing Strategy
Education
한양대학원 1981 — 1983
산업공학, 수료
한양대학교 / Hanyang University 1977 — 1981
산업공학, 학사
ServiceMaster Clean October 2012 - Present
New York Life Insurance Company August 2011 - June 2012
Prudential Financial May 2011 - August 2011
Hanover College June 2010 - May 2011
Ulster Project July 2010 - August 2010
Hanover College September 2008 - May 2010
Skills
Financial Reporting, Market Analysis, QuickBooks, Project Planning, Invoice Processing, Mutual Funds, Financial Analysis, Program Development, Fixed Annuities, Client Relations, Economics, Microeconomics, Accounting, variable life insurance, Variable Annuities, Microsoft Office, Team Leadership, Operational Streamlining, Marketing Strategy, Marketing, Social Media Marketing
Education
Hanover College 2007 — 2011
Bachelor of Arts
Hanover College 2007 — 2011
Communication, Economics
Novitas Solutions, Inc. August 2013 - Present
Herr Foods Inc. January 2012 - August 2013
New York Life Insurance Company September 2009 - April 2012
Crossroads Community Church January 2007 - April 2010
Crossroads Community Church March 2005 - January 2007
Chapel on the Hill Assembly of God June 2002 - March 2005
Joy Assembly of God May 1999 - February 2000
Skills
Sales, Customer Service, Sales Management, Team Building, Account Management, Marketing, Strategic Planning, Sales Operations, Budgets, Customer Satisfaction, Inventory Management, Management, Direct Sales, Leadership, New Business Development, Microsoft Excel, Training, Retail, Microsoft Office, Coaching
Education
Harrisburg Area Community College 2012 — 2014
Associate of Science (A.S.), Nuclear Medicine
Southeastern University 1996 — 1999
Bachelor of Arts (B.A.), Non-Profit/Public/Organizational Management
State Farm Insurance March 2003 - Present
State Farm 2003 - Present
New York Life Insurance Company March 1999 - December 2002
Saint Louis University January 1995 - March 1999
Education
Maryville University of Saint Louis 1986 — 1987
Computer Training Program, Certificate of IEP Completion Program
Harris-Stowe State University 1973 — 1977
Bachelor of Arts (BA), Elementary Education and Teaching, Magna cum laude
Crossroads Campus August 2015 - Present
The Crossing at Riverside January 2015 - May 2015
Camp Wyldewood June 2014 - July 2014
Staples July 2012 - December 2013
New York Life Insurance Company June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, English
Education
University of Tennessee-Knoxville 2015 — 2016
Master of Social Work with Veterinary Social Work Certification
Harding University 2011 — 2015
Bachelor of Social Work, Social Work
Hoover High School 2008 — 2011
New York Life Insurance Company June 2013 - Present
MaST Community Charter School August 2001 - Present
Skills
Classroom, Differentiated..., Curriculum Development, Tutoring, Curriculum Design, Educational Technology, K-12, Teaching, Staff Development, Classroom Management, Lesson Planning, Literacy, Educational Leadership, History
Education
Gwynedd-Mercy College
New York Life Insurance Company 1985 - 2012
Skills
Health Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Insurance, Property & Casualty..., General Insurance, Reinsurance
Education
New York University 1984 — 1985
Computer Technology
New York University 1984 — 1985
Computer Technology
State University College at Oneonta 1972 — 1975
Bachelor of Science (BS), Educational Psychology
Hartwick College 1970 — 1972
Nursing
BBVA May 2012 - Present
Barclays May 2011 - April 2012
AstraZeneca July 2009 - April 2011
New York Life Insurance Company January 2008 - June 2009
Lehman Brothers June 2007 - December 2007
SGTB College August 2002 - April 2007
Skills
SQL, PL/SQL, Oracle, Microsoft SQL Server, Visual Basic, XML, Web Services, VB.NET, T-SQL, Informatica, Full SDLC, Unix, Data Analysis, Data Profiling, Requirements Gathering, ETL, Business Intelligence, Visio, SDLC, Business Analysis, Requirements Analysis
Education
Stratford University 2008 — 2010
Master of Science (MS), Software Engineering
Punjab Technical University 2000 — 2002
Master of Science (MS), Information Technology
Guru Nanak Dev University 1996 — 2000
Bachelor of Science (BS), Comp Sc.
Metro Bank November 2013 - February 2015
New York Life Insurance Company December 2012 - November 2013
Men's Wearhouse January 2012 - December 2012
West Shore Window & Door, Inc. August 2011 - January 2012
Wegmans Food Markets August 2008 - July 2011
Skills
Banking, Retail Banking, Marketing, Credit, Commercial Banking, Customer Service, Financial Analysis, Cash Management, Sales, Food Preparation, Retail, Leadership, Fashion, Teamwork, Social Media, Microsoft Office, Microsoft Excel, Public Speaking, Team Building, Finance
Education
Penn State University 2014 — 2016
Bachelor's Degree, Marketing
HACC, Central Pennsylvania's Community College 2013 — 2014
Associate's Degree, Marketing
HACC, Central Pennsylvania's Community College 2008 — 2009
Associate's Degree, Biology, General
New York Life Insurance Company March 2008 - Present
EDS Corporation December 1997 - March 2008
Skills
Systems programming, Linux, Software Installation
Education
Harding University 1980 — 1984
Bachelor’s Degree, Computer Science
New York Life Insurance Company April 2008 - Present
EDS December 1997 - March 2008
BELLSOUTH TELECOMMUNICATIONS INC September 1984 - December 1997
Education
Harding University 1980 — 1984
Bachelor of Science (B.S.), Computer Science