New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Jonathan Farrar Jonathan Farrar's New York Life Insurance Company Experience November 2014 - Present
Job Dedicated Agent at New York Life helping individuals, families, and small businesses develop a sound financial strategy
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Redwood National Park February 2013 - May 2013
Arcata Color Center 2006 - 2007
Skills
401k Rollovers, Annuity Sales, Education Funding..., Income Protection, Legacy Planning, Retirement Planning, Business Insurance..., Licensed Life Insurance...
Education
Humboldt State University 2004 — 2013
Bachelor of Science (BS), Environmental Management and Protection
Lincoln High School 2000 — 2004
High School
New York Life Insurance Company November 2014 - Present
Redwood National Park February 2013 - May 2013
Arcata Color Center 2006 - 2007
Skills
401k Rollovers, Annuity Sales, Education Funding..., Income Protection, Legacy Planning, Retirement Planning, Business Insurance..., Licensed Life Insurance...
Education
Humboldt State University 2004 — 2013
Bachelor of Science (BS), Environmental Management and Protection
Lincoln High School 2000 — 2004
High School
Alexander Folken Alexander Folken's New York Life Insurance Company Experience March 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
Dealer Direct / Kay Guitar January 2010 - January 2013
Skills
Strategic Planning, Product Management, Computer Information..., Retirement Planning, College Funding..., Fixed Annuities, Psychology, Entertainment, Television, Social Media, Marketing, Brand Management
Education
Indiana University Bloomington 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company March 2013 - Present
Dealer Direct / Kay Guitar January 2010 - January 2013
Skills
Strategic Planning, Product Management, Computer Information..., Retirement Planning, College Funding..., Fixed Annuities, Psychology, Entertainment, Television, Social Media, Marketing, Brand Management
Education
Indiana University Bloomington 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Anakaren Gaona's New York Life Insurance Company Experience October 2014 - April 2015
Job Enrollment Coordinator at Pine Village Preschool Inc
Industry Education Management
Experience
Pine Village Preschool Inc April 2015 - Present
New York Life Insurance Company October 2014 - April 2015
Tidewater Research March 2014 - September 2014
Go Ahead Tours July 2013 - August 2013
Rovio Entertainment Ltd. May 2013 - June 2013
Hult International Business School January 2013 - May 2013
St. Helena Primary and Elementary Schools September 2010 - May 2011
Sunshine Preschool July 2009 - June 2010
Skills
Creativity, Public Relations, Training, Leadership, Event Planning, Research, Nonprofits, Teaching, Marketing Strategy, Teamwork, Student Counseling, Management, Team Leadership, Marketing Communications, Project Management, Curriculum Design, Event Management, Child Advocacy, Budgets, Strategy, Leadership Development, Social Media, Coaching, Nutritional Counseling, Coordinating Events, Early Childhood..., Marketing, Fundraising, Salesforce.com
Education
Hult International Business School 2012 — 2013
Master of International Business, International Business/Trade/Commerce
Pacific Union College 2006 — 2011
Social Work (BSW), Social Work and Psychology
Pine Village Preschool Inc April 2015 - Present
New York Life Insurance Company October 2014 - April 2015
Tidewater Research March 2014 - September 2014
Go Ahead Tours July 2013 - August 2013
Rovio Entertainment Ltd. May 2013 - June 2013
Hult International Business School January 2013 - May 2013
St. Helena Primary and Elementary Schools September 2010 - May 2011
Sunshine Preschool July 2009 - June 2010
Skills
Creativity, Public Relations, Training, Leadership, Event Planning, Research, Nonprofits, Teaching, Marketing Strategy, Teamwork, Student Counseling, Management, Team Leadership, Marketing Communications, Project Management, Curriculum Design, Event Management, Child Advocacy, Budgets, Strategy, Leadership Development, Social Media, Coaching, Nutritional Counseling, Coordinating Events, Early Childhood..., Marketing, Fundraising, Salesforce.com
Education
Hult International Business School 2012 — 2013
Master of International Business, International Business/Trade/Commerce
Pacific Union College 2006 — 2011
Social Work (BSW), Social Work and Psychology
Kybo Betancourt Kybo Betancourt's New York Life Insurance Company Experience July 2013 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
AXA Advisors August 2012 - April 2013
Hyatt Hotels Corporation August 2011 - January 2012
2020 Companies July 2008 - February 2009
Penguin Services May 2007 - August 2008
UPS August 2007 - July 2008
Skills
Retirement, Retirement Planning, Education Funding, Licensed Life & Health..., Holistic Financial..., Long Term Care Insurance, Manage Client..., 401k Rollovers
Education
University of Maryland College Park 2010 — 2012
Bachelor of Arts (B.A.), Economics
Howard Community College
New York Life Insurance Company July 2013 - Present
AXA Advisors August 2012 - April 2013
Hyatt Hotels Corporation August 2011 - January 2012
2020 Companies July 2008 - February 2009
Penguin Services May 2007 - August 2008
UPS August 2007 - July 2008
Skills
Retirement, Retirement Planning, Education Funding, Licensed Life & Health..., Holistic Financial..., Long Term Care Insurance, Manage Client..., 401k Rollovers
Education
University of Maryland College Park 2010 — 2012
Bachelor of Arts (B.A.), Economics
Howard Community College
James Miner James Miner's New York Life Insurance Company Experience 2000 - 2003
Job Just a sentient being trying to be present and stay in the moment.
Industry Individual & Family Services
Experience
Self -Employed September 1968 - Present
(Need to Know Information) 2009 - Present
Normandy Homes 2003 - 2009
New York Life Insurance Company 2000 - 2003
Aunt Martha's Youth Service Center 1991 - 2000
Skills
Personnel Management, Technical Writing, Creative Problem Solving
Education
Illinois State University
Bachelor of Arts (BA)
The John Marshall Law School
Self -Employed September 1968 - Present
(Need to Know Information) 2009 - Present
Normandy Homes 2003 - 2009
New York Life Insurance Company 2000 - 2003
Aunt Martha's Youth Service Center 1991 - 2000
Skills
Personnel Management, Technical Writing, Creative Problem Solving
Education
Illinois State University
Bachelor of Arts (BA)
The John Marshall Law School
Martin Marshall Martin Marshall's New York Life Insurance Company Experience March 2013 - July 2015
Job Financial Services Professional
Industry Insurance
Experience
NYLIFE Securities LLC, Member FINRA/SIPC July 2013 - July 2015
New York Life Insurance Company March 2013 - July 2015
Calumet Photographic 2007 - 2012
W. B. Hunt Co., Inc. January 1990 - September 2007
Skills
Licensed Life Insurance..., Annuity Sales, Estate Planning, Wealth Transfer, Wealth Preservation..., Family Security
Education
IMD Business School 1979 — 1980
Master of Business Administration (MBA), International Business
University of Massachusetts, Amherst 1973 — 1977
Bachelor of Arts (BA), American History (United States)
NYLIFE Securities LLC, Member FINRA/SIPC July 2013 - July 2015
New York Life Insurance Company March 2013 - July 2015
Calumet Photographic 2007 - 2012
W. B. Hunt Co., Inc. January 1990 - September 2007
Skills
Licensed Life Insurance..., Annuity Sales, Estate Planning, Wealth Transfer, Wealth Preservation..., Family Security
Education
IMD Business School 1979 — 1980
Master of Business Administration (MBA), International Business
University of Massachusetts, Amherst 1973 — 1977
Bachelor of Arts (BA), American History (United States)
Jared Goldstein's New York Life Insurance Company Experience December 2012 - November 2013
Job Account Manager at Wayfair
Industry Internet
Experience
Wayfair April 2014 - Present
Daley And Associates, LLC December 2013 - March 2014
New York Life Insurance Company December 2012 - November 2013
Skills
Contract Recruitment, Sales, Customer Service, Strategic Planning, Sales Process, Time Management, Social Media, Sales Presentations, Life Insurance, Leadership, Permanent Placement, Finance, Public Speaking
Education
Indiana University Bloomington 2009 — 2012
Bachelor's degree, Sports Communication & Broadcasting
Keene State College 2008 — 2009
Wayfair April 2014 - Present
Daley And Associates, LLC December 2013 - March 2014
New York Life Insurance Company December 2012 - November 2013
Skills
Contract Recruitment, Sales, Customer Service, Strategic Planning, Sales Process, Time Management, Social Media, Sales Presentations, Life Insurance, Leadership, Permanent Placement, Finance, Public Speaking
Education
Indiana University Bloomington 2009 — 2012
Bachelor's degree, Sports Communication & Broadcasting
Keene State College 2008 — 2009
Colleen Morrison's New York Life Insurance Company Experience June 2011 - June 2012
Job B2B Sales IT Services
Industry Information Technology and Services
Experience
Robert Half Technology February 2015 - Present
IvyGreen September 2002 - Present
Start-Up Natural Pesticide Company October 2014 - February 2015
Agence Talent 2010 - 2015
Verdtek April 2010 - October 2014
CATTIVA Cosmetics June 2012 - February 2014
New York Life Insurance Company June 2011 - June 2012
Robert Half and Associates- Creative Group July 2000 - October 2001
Trilogy Software, Inc 1999 - 2000
Skills
Finding Quality..., Talent Scouting, Performing, Phone Screening, Interviewing Skills, Networking, Business Development, Project Management, Fact Finding, Training, Talent Acquisition, Music, Recruiting, Technical Recruiting, Interviews, Marketing, Management, Sales, Internet Recruiting, Temporary Placement, Team Building, Social Media, Vendor Management, New Business Development, Leadership, Customer Service, Business Analysis, Program Management, Relationship Building, Applicant Tracking..., Salesforce.com, Sourcing, Staffing Services, SaaS, Consulting, Executive Search, Contract Recruitment, Screening, Account Management
Education
Indiana University Bloomington 1994 — 1998
Music and Journalism, Music Performance, Journalism
Indiana University Bloomington 1994 — 1998
Music and Journalism, Music Vocal Performance
Robert Half Technology February 2015 - Present
IvyGreen September 2002 - Present
Start-Up Natural Pesticide Company October 2014 - February 2015
Agence Talent 2010 - 2015
Verdtek April 2010 - October 2014
CATTIVA Cosmetics June 2012 - February 2014
New York Life Insurance Company June 2011 - June 2012
Robert Half and Associates- Creative Group July 2000 - October 2001
Trilogy Software, Inc 1999 - 2000
Skills
Finding Quality..., Talent Scouting, Performing, Phone Screening, Interviewing Skills, Networking, Business Development, Project Management, Fact Finding, Training, Talent Acquisition, Music, Recruiting, Technical Recruiting, Interviews, Marketing, Management, Sales, Internet Recruiting, Temporary Placement, Team Building, Social Media, Vendor Management, New Business Development, Leadership, Customer Service, Business Analysis, Program Management, Relationship Building, Applicant Tracking..., Salesforce.com, Sourcing, Staffing Services, SaaS, Consulting, Executive Search, Contract Recruitment, Screening, Account Management
Education
Indiana University Bloomington 1994 — 1998
Music and Journalism, Music Performance, Journalism
Indiana University Bloomington 1994 — 1998
Music and Journalism, Music Vocal Performance
Brian Trippi's New York Life Insurance Company Experience January 2006 - February 2008
Job Finance Student at the Indiana University Kelley School of Business
Industry Financial Services
Experience
New York Life Insurance Company January 2006 - February 2008
Midwest CCTV October 2004 - June 2005
Hewlett-Packard December 2003 - December 2004
Skills
Payroll, Management, Accounting, Finance, Financial Analysis, Investments, Insurance, Valuation, Financial Modeling, Business Planning, Marketing, Accounts Receivable, Analysis
Education
Indiana University - Kelley School of Business 2011 — 2013
Bachelor's degree, Finance, General
Indiana University Bloomington
Lawrence Central
New York Life Insurance Company January 2006 - February 2008
Midwest CCTV October 2004 - June 2005
Hewlett-Packard December 2003 - December 2004
Skills
Payroll, Management, Accounting, Finance, Financial Analysis, Investments, Insurance, Valuation, Financial Modeling, Business Planning, Marketing, Accounts Receivable, Analysis
Education
Indiana University - Kelley School of Business 2011 — 2013
Bachelor's degree, Finance, General
Indiana University Bloomington
Lawrence Central
Karen Thomas, CBCP, MBA Karen Thomas, CBCP, MBA's New York Life Insurance Company Experience March 1998 - July 2012
Job Certified Business Continuity Professional
Industry Government Administration
Experience
NYC Office of Emergency Management April 2013 - Present
New York Life Insurance Company March 1998 - July 2012
New York Life Insurance Company July 1990 - March 1998
The State Insurance Fund 1987 - 1990
Skills
Business Continuity..., Security, Project Management, Records Management, Privacy Regulations, HIPAA, Accounting, Auditing
Education
St. John's University, Queens, NY 1990 — 1993
Master of Business Administration (MBA), Finance, GPA 3.42
Howard University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting, GPA 3.01
NYC Office of Emergency Management April 2013 - Present
New York Life Insurance Company March 1998 - July 2012
New York Life Insurance Company July 1990 - March 1998
The State Insurance Fund 1987 - 1990
Skills
Business Continuity..., Security, Project Management, Records Management, Privacy Regulations, HIPAA, Accounting, Auditing
Education
St. John's University, Queens, NY 1990 — 1993
Master of Business Administration (MBA), Finance, GPA 3.42
Howard University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting, GPA 3.01
Malcolm Pfenninger Malcolm Pfenninger's New York Life Insurance Company Experience April 2010 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2010 - Present
Humana July 2008 - October 2010
Family Heritage Life Insurance Company of America April 2006 - July 2008
Skills
Term Life Insurance, Insurance, Underwriting, Financial Services, Long-term Care, 401k, Long Term Care Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Health Insurance, Life Insurance, Retirement, Retirement Planning, Whole Life
Education
Houston Baptist University
Bachelor of Science (B.S.)
New York Life Insurance Company April 2010 - Present
Humana July 2008 - October 2010
Family Heritage Life Insurance Company of America April 2006 - July 2008
Skills
Term Life Insurance, Insurance, Underwriting, Financial Services, Long-term Care, 401k, Long Term Care Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Health Insurance, Life Insurance, Retirement, Retirement Planning, Whole Life
Education
Houston Baptist University
Bachelor of Science (B.S.)
Laura Nolen's New York Life Insurance Company Experience January 2015 - Present
Job Dedicated New York Life Agent, helping to provide families and business owners with peace of mind.
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Thirty-One Gifts June 2011 - 2015
Plexus Worldwide, Inc. April 2014 - November 2014
New York City Opera 2004 - 2011
Metropolitan Opera 2006 - 2010
Skills
Direct Sales, Opera, Performing Arts, Team Leadership, Leadership, Singing, Foreign Languages, Classical, Music, Orchestral Music, Festivals, Vocal, Training, Social Media, Entertainment, Public Speaking, Musical Theatre, Sales
Education
Indiana University Bloomington 2000 — 2003
Voice and Opera
Texas Tech University 1995 — 2000
Bachelor of Music, Vocal Performance
New York Life Insurance Company January 2015 - Present
Thirty-One Gifts June 2011 - 2015
Plexus Worldwide, Inc. April 2014 - November 2014
New York City Opera 2004 - 2011
Metropolitan Opera 2006 - 2010
Skills
Direct Sales, Opera, Performing Arts, Team Leadership, Leadership, Singing, Foreign Languages, Classical, Music, Orchestral Music, Festivals, Vocal, Training, Social Media, Entertainment, Public Speaking, Musical Theatre, Sales
Education
Indiana University Bloomington 2000 — 2003
Voice and Opera
Texas Tech University 1995 — 2000
Bachelor of Music, Vocal Performance
Michael Novitzki's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Young Life October 2013 - Present
Target July 2014 - October 2014
Target May 2013 - June 2014
East Ridge Athletic Association October 2013 - November 2013
Holy Cross College September 2012 - May 2013
University of Notre Dame March 2012 - May 2013
Ruttger's Bay Lake Lodge May 2012 - August 2012
Notre Dame Vision October 2010 - August 2011
Skills
Public Speaking, Social Media, Financial Services, Marketing, Financial Statements, Financial Reporting, Data Analysis, Financial Analysis, Solid computer skills, Marketing Strategy, PowerPoint, Microsoft Office, Admissions, Team Leadership, Event Planning, Spanish, Microsoft Excel, Sports Marketing, Student Counseling, Event Management, Social Media Marketing, Sports, Time Management, Sales, Sports Coaching, Youth Mentoring, Coaching, Customer Service, Access, Teamwork, Social Networking, Outlook, College Recruiting, Microsoft Word
Education
Holy Cross College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication, General, Spanish Minor
New York Life Insurance Company October 2014 - Present
Young Life October 2013 - Present
Target July 2014 - October 2014
Target May 2013 - June 2014
East Ridge Athletic Association October 2013 - November 2013
Holy Cross College September 2012 - May 2013
University of Notre Dame March 2012 - May 2013
Ruttger's Bay Lake Lodge May 2012 - August 2012
Notre Dame Vision October 2010 - August 2011
Skills
Public Speaking, Social Media, Financial Services, Marketing, Financial Statements, Financial Reporting, Data Analysis, Financial Analysis, Solid computer skills, Marketing Strategy, PowerPoint, Microsoft Office, Admissions, Team Leadership, Event Planning, Spanish, Microsoft Excel, Sports Marketing, Student Counseling, Event Management, Social Media Marketing, Sports, Time Management, Sales, Sports Coaching, Youth Mentoring, Coaching, Customer Service, Access, Teamwork, Social Networking, Outlook, College Recruiting, Microsoft Word
Education
Holy Cross College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication, General, Spanish Minor
Lars Semb Maalen-Johansen Lars Semb Maalen-Johansen's New York Life Insurance Company Experience February 2013 - May 2013
Job Equities & Derivatives Broker at Nordic Securities AS
Industry Financial Services
Experience
The Nordic Group AS August 2013 - Present
New York Life Insurance Company February 2013 - May 2013
LMJ Goalkeeping January 2011 - May 2013
Loomis June 2012 - June 2012
Hafslund May 2010 - July 2010
Røa IL 2009 - 2009
Røa IL 2009 - 2009
Norges Toppidrettsgymnas 2007 - 2008
Nordialog 2006 - 2006
Skills
Teamwork, Social Entrepreneurship, Social Networking, Fundraising, Management, Recruiting, Team Leadership, Customer Service, Finance, Sourcing, Retail, Entrepreneurship, Public Speaking, Social Media Marketing, Event Management, Business Strategy, Public Relations, Spanish, Nonprofits
Education
Norwegian Securities Dealers Association 2013 — 2014
Authorised Securities Dealer
New Jersey Institute of Technology - School of Management 2011 — 2013
Bachelor of Science (BS), Business Finance
Holy Names University 2009 — 2011
BA, Business Administration, International Business, Marketing
Norges Toppidrettsgymnas 2006 — 2009
High School, Athletics, Economy and Law
Lysejordet Elementary School 1997 — 2003
The Nordic Group AS August 2013 - Present
New York Life Insurance Company February 2013 - May 2013
LMJ Goalkeeping January 2011 - May 2013
Loomis June 2012 - June 2012
Hafslund May 2010 - July 2010
Røa IL 2009 - 2009
Røa IL 2009 - 2009
Norges Toppidrettsgymnas 2007 - 2008
Nordialog 2006 - 2006
Skills
Teamwork, Social Entrepreneurship, Social Networking, Fundraising, Management, Recruiting, Team Leadership, Customer Service, Finance, Sourcing, Retail, Entrepreneurship, Public Speaking, Social Media Marketing, Event Management, Business Strategy, Public Relations, Spanish, Nonprofits
Education
Norwegian Securities Dealers Association 2013 — 2014
Authorised Securities Dealer
New Jersey Institute of Technology - School of Management 2011 — 2013
Bachelor of Science (BS), Business Finance
Holy Names University 2009 — 2011
BA, Business Administration, International Business, Marketing
Norges Toppidrettsgymnas 2006 — 2009
High School, Athletics, Economy and Law
Lysejordet Elementary School 1997 — 2003
Syed Sajjad (VP IT), CSPO, ITIL Syed Sajjad (VP IT), CSPO, ITIL's New York Life Insurance Company Experience October 2012 - Present
Job Tech Executive | Scrum Practitioner | Strategic Planner | IT Transformation Specialist | Business Continuity & Risk Mang
Industry Information Technology and Services
Experience
New York Life Insurance Company October 2012 - Present
Citrix Systems (Consultant) March 2012 - October 2012
W.W. Grainger (Principal Architect Consultant) September 2011 - February 2012
CCC Information Services August 2006 - September 2011
Allstate Insurance September 2004 - August 2006
Shure Incorporated December 2003 - August 2004
Avila Computer Inc February 2003 - June 2004
Telec Electronic and Machinery LLC June 1998 - January 2000
Skills
ITIL Process, Lean Six Sigma, Team Leadership, Strategic Planning, Agile Project Management, Organizational..., IT Management, Vendor Management, Process Improvement, SDLC, Mergers & Acquisitions, Scrum, Requirements Analysis, Cloud Computing, SaaS, Program Management, SharePoint, Business Process, Waterfall, Integration, Team Management, SAP, Software Project..., Software Development, ERP, SAP CRM, Siebel, SAP Project Managment, Quality Management, Web Services, Salesforce.com, SOA, Disaster Recovery, Hadoop, Big Data
Education
Illinois Institute of Technology 2000 — 2003
Master of Science
New York Life Insurance Company October 2012 - Present
Citrix Systems (Consultant) March 2012 - October 2012
W.W. Grainger (Principal Architect Consultant) September 2011 - February 2012
CCC Information Services August 2006 - September 2011
Allstate Insurance September 2004 - August 2006
Shure Incorporated December 2003 - August 2004
Avila Computer Inc February 2003 - June 2004
Telec Electronic and Machinery LLC June 1998 - January 2000
Skills
ITIL Process, Lean Six Sigma, Team Leadership, Strategic Planning, Agile Project Management, Organizational..., IT Management, Vendor Management, Process Improvement, SDLC, Mergers & Acquisitions, Scrum, Requirements Analysis, Cloud Computing, SaaS, Program Management, SharePoint, Business Process, Waterfall, Integration, Team Management, SAP, Software Project..., Software Development, ERP, SAP CRM, Siebel, SAP Project Managment, Quality Management, Web Services, Salesforce.com, SOA, Disaster Recovery, Hadoop, Big Data
Education
Illinois Institute of Technology 2000 — 2003
Master of Science
Austin Lyon Austin Lyon's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services Agent New York Life
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Insurance
Education
Humboldt State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Humboldt State University 2008 — 2012
New York Life Insurance Company June 2013 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Insurance
Education
Humboldt State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Humboldt State University 2008 — 2012
Jerold A Watkins Jerold A Watkins's New York Life Insurance Company Experience March 2010 - September 2010
Job Invoicing & Booking Specialist at CIT Rail
Industry Financial Services
Experience
CIT Rail March 2015 - Present
Schafer Condon Carter (SCC) May 2014 - February 2015
Enterprise Recovery Systems, Inc July 2012 - May 2014
Emanuel Healing Temple January 2001 - September 2013
Enterprise Recovery Systems, Inc July 2011 - June 2012
CVS Pharmacy April 2008 - February 2011
New York Life Insurance Company March 2010 - September 2010
Dodds, Pfeiffer October 2005 - July 2008
Security Solutions Inc June 2007 - August 2007
INSIGHT Cable June 2006 - August 2006
Skills
Sales, Account Reconciliation, Life Insurance, Editing, Management, Accounting, Spanish, Coaching, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Research, Data Analysis, Cold Calling, Nonprofits
Education
Illinois Wesleyan University 2005 — 2009
Bachelor's, Accounting, Spanish minor
Whitney M Young High School 2001 — 2005
High School Diploma
CIT Rail March 2015 - Present
Schafer Condon Carter (SCC) May 2014 - February 2015
Enterprise Recovery Systems, Inc July 2012 - May 2014
Emanuel Healing Temple January 2001 - September 2013
Enterprise Recovery Systems, Inc July 2011 - June 2012
CVS Pharmacy April 2008 - February 2011
New York Life Insurance Company March 2010 - September 2010
Dodds, Pfeiffer October 2005 - July 2008
Security Solutions Inc June 2007 - August 2007
INSIGHT Cable June 2006 - August 2006
Skills
Sales, Account Reconciliation, Life Insurance, Editing, Management, Accounting, Spanish, Coaching, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Research, Data Analysis, Cold Calling, Nonprofits
Education
Illinois Wesleyan University 2005 — 2009
Bachelor's, Accounting, Spanish minor
Whitney M Young High School 2001 — 2005
High School Diploma
Chris Schweighardt's New York Life Insurance Company Experience May 2012 - May 2013
Job Chase Private Client Banker JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank N.A. May 2013 - June 2015
New York Life Insurance Company May 2012 - May 2013
Schamberger Brothers Inc May 2009 - August 2011
Arrowhead Golf Club May 2008 - August 2008
Education
Indiana University 2008 — 2012
May 2012, Finance
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Finance
Wheaton Warrenville South High School
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank N.A. May 2013 - June 2015
New York Life Insurance Company May 2012 - May 2013
Schamberger Brothers Inc May 2009 - August 2011
Arrowhead Golf Club May 2008 - August 2008
Education
Indiana University 2008 — 2012
May 2012, Finance
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Finance
Wheaton Warrenville South High School
Matt Minehart,LUTCF,CLTC's New York Life Insurance Company Experience March 2007 - May 2013
Job Development Manager at New York Life Insurance Co. NYLiife Securities
Industry Financial Services
Experience
New York Life Insurance Co. NYLiife Securities May 2013 - Present
New York Life Insurance Company March 2007 - May 2013
New York Life Insurance Company October 2000 - March 2007
Skills
Leadership, Public Speaking, Employee Benefits, Coaching, Recruiting, Insurance
Education
Illinois State University 1993 — 1995
social work
New York Life Insurance Co. NYLiife Securities May 2013 - Present
New York Life Insurance Company March 2007 - May 2013
New York Life Insurance Company October 2000 - March 2007
Skills
Leadership, Public Speaking, Employee Benefits, Coaching, Recruiting, Insurance
Education
Illinois State University 1993 — 1995
social work
Paul Tseng Paul Tseng's New York Life Insurance Company Experience November 2009 - July 2010
Job WSB TRANSAMERICA
Industry Financial Services
Experience
Bob Bell Automotive June 2015 - Present
World System Builder June 2015 - Present
World Financial Group (WFG) September 2009 - Present
Toyota of Bowie February 2015 - June 2015
Antwerpen Automotive Group, Certified Master New & Used November 2014 - February 2015
Heritage Automotive Group Inc April 2013 - October 2014
Transamerica July 2010 - November 2013
Darcars Toyota November 2012 - February 2013
New York Life Insurance Company November 2009 - July 2010
Antwerpen Automotive Group March 2001 - November 2009
Skills
Sales, Automotive, Customer Satisfaction, Customer Retention, Team Building, Negotiation, Profit, Customer Service, Sales Process, Inventory Management, Sales Management, New Business Development, Marketing Strategy, Account Management, Sales Operations, Marketing, Vehicles, CRM, Direct Sales, Automobile, Retail, Dealers, Finance, Social Media, Microsoft Word, Strategic Planning, Social Networking, Social Media Marketing
Education
Howard Community College 2001 — 2003
Associate's degree, Business, Management, Marketing, and Related Support Services
University of Toyota
Bob Bell Automotive June 2015 - Present
World System Builder June 2015 - Present
World Financial Group (WFG) September 2009 - Present
Toyota of Bowie February 2015 - June 2015
Antwerpen Automotive Group, Certified Master New & Used November 2014 - February 2015
Heritage Automotive Group Inc April 2013 - October 2014
Transamerica July 2010 - November 2013
Darcars Toyota November 2012 - February 2013
New York Life Insurance Company November 2009 - July 2010
Antwerpen Automotive Group March 2001 - November 2009
Skills
Sales, Automotive, Customer Satisfaction, Customer Retention, Team Building, Negotiation, Profit, Customer Service, Sales Process, Inventory Management, Sales Management, New Business Development, Marketing Strategy, Account Management, Sales Operations, Marketing, Vehicles, CRM, Direct Sales, Automobile, Retail, Dealers, Finance, Social Media, Microsoft Word, Strategic Planning, Social Networking, Social Media Marketing
Education
Howard Community College 2001 — 2003
Associate's degree, Business, Management, Marketing, and Related Support Services
University of Toyota
Andrew Kempe Andrew Kempe's New York Life Insurance Company Experience March 2010 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2010 - Present
New York Life Insurance Company March 2010 - Present
Pfizer June 2009 - August 2009
Edward Jones January 2005 - April 2005
Skills
Retirement Planning, Insurance, Retirement, Investments, Leadership, Customer Service, Long-term Care, Risk Management, Fixed Annuities, Life Insurance, Financial Services, Management, 401k, Long Term Care Insurance, Business Planning, Customer Relations
Education
Illinois State University 2005 — 2010
Bachelors of Science, Insurance with a focus on Finance
Wheaton North High School 2001 — 2005
NYLIFE Securities LLC March 2010 - Present
New York Life Insurance Company March 2010 - Present
Pfizer June 2009 - August 2009
Edward Jones January 2005 - April 2005
Skills
Retirement Planning, Insurance, Retirement, Investments, Leadership, Customer Service, Long-term Care, Risk Management, Fixed Annuities, Life Insurance, Financial Services, Management, 401k, Long Term Care Insurance, Business Planning, Customer Relations
Education
Illinois State University 2005 — 2010
Bachelors of Science, Insurance with a focus on Finance
Wheaton North High School 2001 — 2005
Sachi Patel Sachi Patel's New York Life Insurance Company Experience May 2012 - August 2012
Job Tax Associate PwC LLP
Industry Financial Services
Experience
PwC July 2014 - Present
Rutgers Institute for Ethical Leadership August 2013 - December 2013
Rutgers Business School February 2013 - December 2013
PwC June 2013 - August 2013
Bloomberg LP September 2012 - May 2013
Rutgers Undergraduate Women in Business (RUWIB) February 2012 - May 2013
Montclair State University February 2013 - February 2013
Harvard Business School September 2012 - September 2012
New York Life Insurance Company May 2012 - August 2012
7-Eleven April 2010 - May 2012
Skills
Accounting, PowerPoint, Microsoft Excel, Leadership, Budgets, Corporate Finance, Access, Time Management
Education
RUTGERS, THE STATE UNIVERSITY OF NEW JERSEYRutgers Business School - Newark 2011 — 2014
Bachelor of Science, Accounting and Finance
Hudson County Community College
Associate, Science; Accounting
PwC July 2014 - Present
Rutgers Institute for Ethical Leadership August 2013 - December 2013
Rutgers Business School February 2013 - December 2013
PwC June 2013 - August 2013
Bloomberg LP September 2012 - May 2013
Rutgers Undergraduate Women in Business (RUWIB) February 2012 - May 2013
Montclair State University February 2013 - February 2013
Harvard Business School September 2012 - September 2012
New York Life Insurance Company May 2012 - August 2012
7-Eleven April 2010 - May 2012
Skills
Accounting, PowerPoint, Microsoft Excel, Leadership, Budgets, Corporate Finance, Access, Time Management
Education
RUTGERS, THE STATE UNIVERSITY OF NEW JERSEYRutgers Business School - Newark 2011 — 2014
Bachelor of Science, Accounting and Finance
Hudson County Community College
Associate, Science; Accounting
Randy Warrum's New York Life Insurance Company Experience November 1994 - Present
Job Corporate Vice President Learning & Organization Development
Industry Insurance
Experience
New York Life Insurance Company November 1994 - Present
MetLife September 1987 - November 1994
ITT Technical Institute 1985 - 1987
Skills
Process Improvement, Problem Solving, Instructional Design, Adobe Creative Suite, Microsoft Office, Lectora, Captivate, Toolbook, SharePoint, Insurance, Health Insurance, Training Delivery, Training Programme..., Instructor-led Training, Knowledge Management, Training, Organizational..., Software Documentation, Program Management, Talent Management, Human Resources, Employee Training, Strategy, Leadership, Change Management, Strategic Planning, Staff Development, Call Centers
Education
Indiana University Bloomington 1981 — 1985
BS, Public Health and Hospital Administration
New York Life Insurance Company November 1994 - Present
MetLife September 1987 - November 1994
ITT Technical Institute 1985 - 1987
Skills
Process Improvement, Problem Solving, Instructional Design, Adobe Creative Suite, Microsoft Office, Lectora, Captivate, Toolbook, SharePoint, Insurance, Health Insurance, Training Delivery, Training Programme..., Instructor-led Training, Knowledge Management, Training, Organizational..., Software Documentation, Program Management, Talent Management, Human Resources, Employee Training, Strategy, Leadership, Change Management, Strategic Planning, Staff Development, Call Centers
Education
Indiana University Bloomington 1981 — 1985
BS, Public Health and Hospital Administration
David Mordis David Mordis's New York Life Insurance Company Experience November 2008 - November 2009
Job National Account Manager at Trustwave
Industry Information Technology and Services
Experience
Trustwave January 2015 - Present
NCR Corporation March 2013 - February 2014
Office Depot January 2010 - February 2013
New York Life Insurance Company November 2008 - November 2009
CUTCO Cutlery May 2005 - August 2005
Skills
Sales, Customer Service, Inventory Management, Recruiting, Training, Finance, Accounts Receivable, Accounts Payable, Executive Management, Mac, Contact Management, Cold Calling, Account Management, Direct Sales, Sales Management, Sales Process, Salesforce.com, New Business Development, Marketing, Sales Presentations, Contract Negotiation, Sales Operations, Leadership, B2B, Management, Customer Satisfaction, Operations Management, Pricing
Education
Illinois State University 2003 — 2008
Business Administration, Business Administration and Management, General, 3.2/4.0
Trustwave January 2015 - Present
NCR Corporation March 2013 - February 2014
Office Depot January 2010 - February 2013
New York Life Insurance Company November 2008 - November 2009
CUTCO Cutlery May 2005 - August 2005
Skills
Sales, Customer Service, Inventory Management, Recruiting, Training, Finance, Accounts Receivable, Accounts Payable, Executive Management, Mac, Contact Management, Cold Calling, Account Management, Direct Sales, Sales Management, Sales Process, Salesforce.com, New Business Development, Marketing, Sales Presentations, Contract Negotiation, Sales Operations, Leadership, B2B, Management, Customer Satisfaction, Operations Management, Pricing
Education
Illinois State University 2003 — 2008
Business Administration, Business Administration and Management, General, 3.2/4.0
Chad Stephens Chad Stephens's New York Life Insurance Company Experience June 2013 - October 2013
Job CSR at CuSouth
Industry Financial Services
Experience
CU*SOUTH March 2014 - Present
New York Life Insurance Company June 2013 - October 2013
Skills
Marketing, People Skills, Series 6, Life Insurance, Variable Annuities, Fixed Annuities, Variable Products, Series 63, Health Insurance, Financial Planning, Customer Service
Education
Herzing University-Madison 2015 — 2016
Master of Business Administration (M.B.A.), MBA- Management, 4.0 GPA
Huntingdon College 2011 — 2012
Bachelors of Science, Business Management, 3.78 GPA
James H Faulkner State Community College 2009 — 2011
Associate of Arts (A.A.), English
CU*SOUTH March 2014 - Present
New York Life Insurance Company June 2013 - October 2013
Skills
Marketing, People Skills, Series 6, Life Insurance, Variable Annuities, Fixed Annuities, Variable Products, Series 63, Health Insurance, Financial Planning, Customer Service
Education
Herzing University-Madison 2015 — 2016
Master of Business Administration (M.B.A.), MBA- Management, 4.0 GPA
Huntingdon College 2011 — 2012
Bachelors of Science, Business Management, 3.78 GPA
James H Faulkner State Community College 2009 — 2011
Associate of Arts (A.A.), English
Matthew T. Lewellen's New York Life Insurance Company Experience September 2009 - June 2010
Job Financial Analyst at Allstate and MBA Candidate, Finance (4.0), at UIC Liautaud '16
Industry Insurance
Experience
Allstate June 2015 - Present
Dovenmuehle Mortgage December 2012 - May 2015
Phoenix Rising Management Group Ltd. June 2010 - October 2012
New York Life Insurance Company September 2009 - June 2010
The Palm Restaurant & Other Restaurants August 1998 - August 2009
Skills
Management, Financial Analysis, Project Accounting, Financial Forecasting, Project Management, Operating Budgets, Budget Process, Account Reconciliation, Personnel Management, Loans, Customer Service, Inventory Analysis, Variance Analysis, Finance, PowerPoint, Microsoft Excel, Leadership, Analysis, Public Relations, Microsoft Office, Public Speaking
Education
University of Illinois at Chicago 2014 — 2016
Master of Business Administration (MBA), Finance, 4.0
Illinois Wesleyan University 1994 — 1998
Bachelor of Science (B.S.), Chemistry
Allstate June 2015 - Present
Dovenmuehle Mortgage December 2012 - May 2015
Phoenix Rising Management Group Ltd. June 2010 - October 2012
New York Life Insurance Company September 2009 - June 2010
The Palm Restaurant & Other Restaurants August 1998 - August 2009
Skills
Management, Financial Analysis, Project Accounting, Financial Forecasting, Project Management, Operating Budgets, Budget Process, Account Reconciliation, Personnel Management, Loans, Customer Service, Inventory Analysis, Variance Analysis, Finance, PowerPoint, Microsoft Excel, Leadership, Analysis, Public Relations, Microsoft Office, Public Speaking
Education
University of Illinois at Chicago 2014 — 2016
Master of Business Administration (MBA), Finance, 4.0
Illinois Wesleyan University 1994 — 1998
Bachelor of Science (B.S.), Chemistry
Rui Long's New York Life Insurance Company Experience May 2014 - February 2015
Job Recruiting Coordinator at Concentrix
Industry Human Resources
Experience
Concentrix December 2014 - August 2015
New York Life Insurance Company May 2014 - February 2015
Habitat for Humanity of Kitsap County September 2013 - November 2014
Vocera Communications January 2013 - April 2013
Essex Property Trust June 2012 - December 2012
Indiana State University February 2011 - May 2012
Union Hospital May 2011 - November 2011
Agricultural Bank of China January 2009 - February 2010
Agricultural Development Bank of China July 2008 - August 2008
Skills
Human Resources, Customer Service, HRIS, Recruiting, New Hire Orientations, Employee Benefits, Onboarding, Interviews, Training, Personnel Management, Time Management, Deferred Compensation, Employee Relations, Applicant Tracking..., Leadership, Talent Acquisition, Staff Development, Organizational..., Instructional Design, Teamwork, Employee Training, Higher Education, Research, Resume Writing, Conflict Resolution, Data Analysis, Coaching, Benefits Administration, College Recruiting, Career Development, Performance Appraisal, Talent Management, Leadership Development, Performance Management, Employee Engagement, Organizational..., FMLA, Workforce Planning, Policy, Technical Recruiting, Hiring, Career Counseling, PeopleSoft, Management, Microsoft Office
Education
Indiana State University 2010 — 2012
Master of Science (MS), Human Resources Development, 3.85
Portland State University 2009 — 2010
Exchange student
Guangdong University of Finance 2006 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Concentrix December 2014 - August 2015
New York Life Insurance Company May 2014 - February 2015
Habitat for Humanity of Kitsap County September 2013 - November 2014
Vocera Communications January 2013 - April 2013
Essex Property Trust June 2012 - December 2012
Indiana State University February 2011 - May 2012
Union Hospital May 2011 - November 2011
Agricultural Bank of China January 2009 - February 2010
Agricultural Development Bank of China July 2008 - August 2008
Skills
Human Resources, Customer Service, HRIS, Recruiting, New Hire Orientations, Employee Benefits, Onboarding, Interviews, Training, Personnel Management, Time Management, Deferred Compensation, Employee Relations, Applicant Tracking..., Leadership, Talent Acquisition, Staff Development, Organizational..., Instructional Design, Teamwork, Employee Training, Higher Education, Research, Resume Writing, Conflict Resolution, Data Analysis, Coaching, Benefits Administration, College Recruiting, Career Development, Performance Appraisal, Talent Management, Leadership Development, Performance Management, Employee Engagement, Organizational..., FMLA, Workforce Planning, Policy, Technical Recruiting, Hiring, Career Counseling, PeopleSoft, Management, Microsoft Office
Education
Indiana State University 2010 — 2012
Master of Science (MS), Human Resources Development, 3.85
Portland State University 2009 — 2010
Exchange student
Guangdong University of Finance 2006 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Thomas Moran's New York Life Insurance Company Experience October 2015 - Present
Job Insurance & Retirement Planning
Industry Financial Services
Experience
New York Life Insurance Company October 2015 - Present
Prudential Financial April 2015 - Present
The Hartford August 2011 - May 2014
Lincoln National Corporation May 2002 - August 2011
Deloitte November 1998 - April 2002
Skills
Accounting, Tax, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Tax Accounting, Strategic Financial..., CPA, Internal Controls, Corporate Tax, Due Diligence, Mergers & Acquisitions, GAAP, Sarbanes-Oxley, Financial Modeling, US GAAP, Public Speaking, Financial Planning, SEC Filings
Education
Indiana University Bloomington 1982 — 1985
Master of Business Administration (M.B.A.), Finance, General
Indiana University Bloomington 1978 — 1982
Bachelor's Degree, Accounting
New York Life Insurance Company October 2015 - Present
Prudential Financial April 2015 - Present
The Hartford August 2011 - May 2014
Lincoln National Corporation May 2002 - August 2011
Deloitte November 1998 - April 2002
Skills
Accounting, Tax, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Tax Accounting, Strategic Financial..., CPA, Internal Controls, Corporate Tax, Due Diligence, Mergers & Acquisitions, GAAP, Sarbanes-Oxley, Financial Modeling, US GAAP, Public Speaking, Financial Planning, SEC Filings
Education
Indiana University Bloomington 1982 — 1985
Master of Business Administration (M.B.A.), Finance, General
Indiana University Bloomington 1978 — 1982
Bachelor's Degree, Accounting
Phil Hart, MA, ChFC Phil Hart, MA, ChFC's New York Life Insurance Company Experience June 2007 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2007 - Present
Durant High School August 2005 - May 2007
Skills
Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Series 63, Life Insurance, Estate Planning, Mutual Funds, Securities, Investments, College Savings Plans, 401k Rollovers, Financial Advisory, Term Life Insurance, Long-term Care, IRAs, Wealth Accumulation, 401k, Financial Services, Investment Strategies, Small Business, Financial Analysis, Long Term Care Insurance, Investment Advisory, Retirement Savings, Health Insurance, Whole Life, Variable Annuities, Asset Allocation, Strategic Financial..., Underwriting
Education
The American College 2010 — 2012
ChFC - Chartered Financial Consultant
The American College 2008 — 2010
LUTCF
Indiana University Bloomington 2003 — 2005
M.A., Russian
University of South Florida 1999 — 2003
B.A., History
New York Life Insurance Company June 2007 - Present
Durant High School August 2005 - May 2007
Skills
Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Series 63, Life Insurance, Estate Planning, Mutual Funds, Securities, Investments, College Savings Plans, 401k Rollovers, Financial Advisory, Term Life Insurance, Long-term Care, IRAs, Wealth Accumulation, 401k, Financial Services, Investment Strategies, Small Business, Financial Analysis, Long Term Care Insurance, Investment Advisory, Retirement Savings, Health Insurance, Whole Life, Variable Annuities, Asset Allocation, Strategic Financial..., Underwriting
Education
The American College 2010 — 2012
ChFC - Chartered Financial Consultant
The American College 2008 — 2010
LUTCF
Indiana University Bloomington 2003 — 2005
M.A., Russian
University of South Florida 1999 — 2003
B.A., History
Jeri Lyn Gilchrest Jeri Lyn Gilchrest's New York Life Insurance Company Experience 1997 - 2000
Job SemiRetired and Loving It
Industry Insurance
Experience
Semi-Retired August 2014 - Present
First Niagara Benefits Consulting July 2002 - August 2014
NYS Public Employees Federation 2000 - 2002
New York Life Insurance Company 1997 - 2000
Resource Advantage, Inc. 1993 - 1998
Skills
Employee Benefits, Group Benefits, Corporate Benefits, Quickbooks, Health Insurance, Customer Service, Life & Health Insurance..., Medicare Part D, Medicare Advantage, Health Savings Accounts, Benefits Administration, Customer Retention, Account Management, Health Care Reform, Marketing, Healthcare, Microsoft Office, Negotiation, Stop Loss, Accounting, Commercial Insurance, Microsoft Word, Payroll, QuickBooks
Education
Bethlehem Central School District 1974 — 1978
Regents High School Diploma, Business Administration and Management, General, K-12
Hudson Valley Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
The Sage Colleges - Russell Sage College
Bachelor of Science (B.S.), Management/Computer Science, Graduated with Honors, Cum Laude (GPA 3.8)
Semi-Retired August 2014 - Present
First Niagara Benefits Consulting July 2002 - August 2014
NYS Public Employees Federation 2000 - 2002
New York Life Insurance Company 1997 - 2000
Resource Advantage, Inc. 1993 - 1998
Skills
Employee Benefits, Group Benefits, Corporate Benefits, Quickbooks, Health Insurance, Customer Service, Life & Health Insurance..., Medicare Part D, Medicare Advantage, Health Savings Accounts, Benefits Administration, Customer Retention, Account Management, Health Care Reform, Marketing, Healthcare, Microsoft Office, Negotiation, Stop Loss, Accounting, Commercial Insurance, Microsoft Word, Payroll, QuickBooks
Education
Bethlehem Central School District 1974 — 1978
Regents High School Diploma, Business Administration and Management, General, K-12
Hudson Valley Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
The Sage Colleges - Russell Sage College
Bachelor of Science (B.S.), Management/Computer Science, Graduated with Honors, Cum Laude (GPA 3.8)
Jannett Manzanarez Jannett Manzanarez's New York Life Insurance Company Experience April 2013 - April 2015
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
MODISH, EMBELLISH, DESANTI TALENT AGENCIES June 2001 - Present
New York Life Insurance Company April 2013 - April 2015
LANGUGAGE SELECT October 2011 - December 2012
MUNDI ADOPTA/MADRE AFRICA September 2010 - December 2010
Grupo Cortefiel May 2010 - August 2010
Image Magazine March 2007 - September 2007
Skills
Social Media Marketing, Marketing Communications, Digital Marketing, Advertising, Online Advertising, Marketing Strategy, Marketing, Social Media, Public Relations, Email Marketing, Social Networking, Brand Development, Online Marketing, Event Planning, Integrated Marketing, Customer Service, Sales
Education
UNIVERSIDAD EUROPEA DE MADRID/IEDE, Business School Madrid 2010 — 2011
Master’s Degree (MBA), Marketing and communication
Illinois Institute of Art 2006 — 2009
Bachelor of Arts, Fashion marketing and Management
MODISH, EMBELLISH, DESANTI TALENT AGENCIES June 2001 - Present
New York Life Insurance Company April 2013 - April 2015
LANGUGAGE SELECT October 2011 - December 2012
MUNDI ADOPTA/MADRE AFRICA September 2010 - December 2010
Grupo Cortefiel May 2010 - August 2010
Image Magazine March 2007 - September 2007
Skills
Social Media Marketing, Marketing Communications, Digital Marketing, Advertising, Online Advertising, Marketing Strategy, Marketing, Social Media, Public Relations, Email Marketing, Social Networking, Brand Development, Online Marketing, Event Planning, Integrated Marketing, Customer Service, Sales
Education
UNIVERSIDAD EUROPEA DE MADRID/IEDE, Business School Madrid 2010 — 2011
Master’s Degree (MBA), Marketing and communication
Illinois Institute of Art 2006 — 2009
Bachelor of Arts, Fashion marketing and Management
Pat Devane Pat Devane's New York Life Insurance Company Experience August 2012 - April 2014
Job Customer Service Specialist
Industry Food & Beverages
Experience
Instacart / Mariano's January 2014 - Present
New York Life Insurance Company August 2012 - April 2014
Colonial Life January 2012 - July 2012
Allstate Insurance Co. May 1986 - June 2001
Skills
Employee Benefits, Disability Insurance, Health Insurance, Term Life Insurance, Insurance, Benefits Administration, Life Insurance, Long-term Care, Workers Compensation, Accident, Recruiting, Fixed Annuities, Employee Relations, Brokers, Property & Casualty..., Cafeteria Plans, Cold Calling, Human Resources, Coaching, Training, Long Term Care Insurance, Resume Writing, Interviews, Sales
Education
Saint Xavier University 2002 — 2004
Master's degree, Secondary Education and Teaching, 3.6
Illinois State University 1980 — 1985
Bachelor's, History
Instacart / Mariano's January 2014 - Present
New York Life Insurance Company August 2012 - April 2014
Colonial Life January 2012 - July 2012
Allstate Insurance Co. May 1986 - June 2001
Skills
Employee Benefits, Disability Insurance, Health Insurance, Term Life Insurance, Insurance, Benefits Administration, Life Insurance, Long-term Care, Workers Compensation, Accident, Recruiting, Fixed Annuities, Employee Relations, Brokers, Property & Casualty..., Cafeteria Plans, Cold Calling, Human Resources, Coaching, Training, Long Term Care Insurance, Resume Writing, Interviews, Sales
Education
Saint Xavier University 2002 — 2004
Master's degree, Secondary Education and Teaching, 3.6
Illinois State University 1980 — 1985
Bachelor's, History
Patrick Maude Jr. Patrick Maude Jr.'s New York Life Insurance Company Experience May 1982 - May 1988
Job Maude Financial Services
Industry Insurance
Experience
Maude Financial Services March 2014 - Present
Maude Financial Services October 1993 - Present
Aviva USA June 2011 - October 2013
Senior Care Benefits May 1991 - May 2011
AMEX May 1988 - May 1991
New York Life Insurance Company May 1982 - May 1988
Skills
Full-cycle Recruiting, Selection Process, Direct Recruiting, Creative Sourcing, Employer Branding, Internet Recruiting, Permanent Placement, Recruiting, SDLC, Employee Benefits, Insurance, Sourcing, Long-term Care, Management, Fixed Annuities, Health Insurance, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Estate Planning, Universal Life, Long Term Care Insurance, 401k, Strategic Financial..., Whole Life, Financial Planners, Underwriting, Marketing, Retirement Planning, Sales, Training, Series 6, Financial Services, Finance, Property & Casualty..., Brokers, Investments, Benefits Administration, Workers Compensation, Succession Planning, General Insurance, Relationship Management, Series 63, Wealth Management, Mutual Funds, Variable Annuities, Series 7, Claim, Wealth
Education
Illinois State University 1974 — 1977
Maude Financial Services March 2014 - Present
Maude Financial Services October 1993 - Present
Aviva USA June 2011 - October 2013
Senior Care Benefits May 1991 - May 2011
AMEX May 1988 - May 1991
New York Life Insurance Company May 1982 - May 1988
Skills
Full-cycle Recruiting, Selection Process, Direct Recruiting, Creative Sourcing, Employer Branding, Internet Recruiting, Permanent Placement, Recruiting, SDLC, Employee Benefits, Insurance, Sourcing, Long-term Care, Management, Fixed Annuities, Health Insurance, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Estate Planning, Universal Life, Long Term Care Insurance, 401k, Strategic Financial..., Whole Life, Financial Planners, Underwriting, Marketing, Retirement Planning, Sales, Training, Series 6, Financial Services, Finance, Property & Casualty..., Brokers, Investments, Benefits Administration, Workers Compensation, Succession Planning, General Insurance, Relationship Management, Series 63, Wealth Management, Mutual Funds, Variable Annuities, Series 7, Claim, Wealth
Education
Illinois State University 1974 — 1977
Jacob M. Godwin, CLF Jacob M. Godwin, CLF's New York Life Insurance Company Experience August 2014 - Present
Job I'm Hiring! Looking for Experienced Sales Professionals with a background or strong interest in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company December 2010 - August 2014
New York Life Insurance Company March 2008 - December 2010
Skills
Leadership, Recruiting
Education
Huntingdon College 2003 — 2007
Bachelor of Science (B.S.), Biology
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company December 2010 - August 2014
New York Life Insurance Company March 2008 - December 2010
Skills
Leadership, Recruiting
Education
Huntingdon College 2003 — 2007
Bachelor of Science (B.S.), Biology
Gary Branyen Gary Branyen's New York Life Insurance Company Experience 1990 - 1996
Job Gary Branyen State Farm
Industry Insurance
Experience
Gary Branyen State Farm April 2014 - Present
Insurance Agent March 2010 - March 2014
Ron Currier's Hilltop Chevrolet Inc. April 1996 - April 2010
New York Life Insurance Company 1990 - 1996
Harris Graphics 1986 - 1990
Continental Cablevision August 1984 - March 1988
Ludlow Specialty Papers April 1980 - August 1984
Parsons Paper Div NVF August 1978 - April 1980
Skills
Business Development, Umbrella Insurance, Homeowners, Management, Insurance, Life Insurance, Team Building, Casualty, Sales, Commercial Insurance, Marketing, Finance
Education
Western New England University 1976 — 1978
BSBA
Holyoke Community College 1974 — 1976
AS
Gary Branyen State Farm April 2014 - Present
Insurance Agent March 2010 - March 2014
Ron Currier's Hilltop Chevrolet Inc. April 1996 - April 2010
New York Life Insurance Company 1990 - 1996
Harris Graphics 1986 - 1990
Continental Cablevision August 1984 - March 1988
Ludlow Specialty Papers April 1980 - August 1984
Parsons Paper Div NVF August 1978 - April 1980
Skills
Business Development, Umbrella Insurance, Homeowners, Management, Insurance, Life Insurance, Team Building, Casualty, Sales, Commercial Insurance, Marketing, Finance
Education
Western New England University 1976 — 1978
BSBA
Holyoke Community College 1974 — 1976
AS
Patrick Cahill's New York Life Insurance Company Experience June 2012 - January 2014
Job Registered Client Associate
Industry Financial Services
Experience
Stifel Nicolaus April 2014 - Present
NYLIFE Securities LLC January 2013 - January 2014
New York Life Insurance Company June 2012 - January 2014
Summit Wealth Advisors, LLC June 2011 - August 2011
Skills
Retirement Planning, Guaranteed Lifetime..., Insurance, Key Person Protection, College Savings Plans, IRAs, Permanent Life Insurance, Buy-sell Agreements, Wealth Accumulation, Estate Planning, 401k Rollovers, Key Person Insurance, Whole Life, 529 Plans, Long Term Care Insurance, Life & Health Insurance...
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science in Public Affairs, Public Financial Management
Stifel Nicolaus April 2014 - Present
NYLIFE Securities LLC January 2013 - January 2014
New York Life Insurance Company June 2012 - January 2014
Summit Wealth Advisors, LLC June 2011 - August 2011
Skills
Retirement Planning, Guaranteed Lifetime..., Insurance, Key Person Protection, College Savings Plans, IRAs, Permanent Life Insurance, Buy-sell Agreements, Wealth Accumulation, Estate Planning, 401k Rollovers, Key Person Insurance, Whole Life, 529 Plans, Long Term Care Insurance, Life & Health Insurance...
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science in Public Affairs, Public Financial Management
Thomas Patton Thomas Patton's New York Life Insurance Company Experience May 2009 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) May 2013 - Present
NYLIFE Securities LLC November 2009 - Present
New York Life Insurance Company May 2009 - Present
Self Employed & Freelancers September 2002 - April 2009
OJP December 1989 - August 2002
Skills
Fixed Annuities, IRAs, Retirement Planning, Estate Planning, Investments, Long Term Care Insurance, Licensed Life Insurance..., 401(k) Rollovers
Education
Hope College 1975 — 1979
BA, Business, Chemistry
Eagle Strategies, LLC (New York Life Company) May 2013 - Present
NYLIFE Securities LLC November 2009 - Present
New York Life Insurance Company May 2009 - Present
Self Employed & Freelancers September 2002 - April 2009
OJP December 1989 - August 2002
Skills
Fixed Annuities, IRAs, Retirement Planning, Estate Planning, Investments, Long Term Care Insurance, Licensed Life Insurance..., 401(k) Rollovers
Education
Hope College 1975 — 1979
BA, Business, Chemistry
Jamila Menefee's New York Life Insurance Company Experience November 2002 - January 2004
Job Sr. Marketing Manager at AT&T Mobility
Industry Consumer Goods
Experience
AT&T Mobility August 2013 - Present
AT&T Mobility September 2005 - August 2013
Various Clients March 2002 - August 2005
New York Life Insurance Company November 2002 - January 2004
TMP Worldwide / Directional Marketing Interactive July 2001 - October 2001
OFFICE.COM October 2000 - June 2001
Time Inc. August 1998 - October 2000
American Lawyer Media February 1996 - August 1998
Skills
Creative Direction, Marketing Communications, Direct Marketing, Product Development, Advertising, Marketing Strategy, Sales Management, Integrated Marketing, Brand Development, Copywriting, Retail, Email Marketing, Strategy, Corporate Branding, Brand Management, Layout, Sales, Cross-functional Team..., Marketing, Management, Project Management, Newsletters, Packaging, Product Marketing, Sponsorship, Direct Mail, Event Management, B2B Marketing, B2B, Digital Marketing, Budgets, Collateral
Education
Howard University 1991 — 1995
B.A.
SO ME Academy 2014 — 2014
School of Visual Arts 1998 — 1998
Association of Graphic Communications 2003 — 2003
AT&T Mobility August 2013 - Present
AT&T Mobility September 2005 - August 2013
Various Clients March 2002 - August 2005
New York Life Insurance Company November 2002 - January 2004
TMP Worldwide / Directional Marketing Interactive July 2001 - October 2001
OFFICE.COM October 2000 - June 2001
Time Inc. August 1998 - October 2000
American Lawyer Media February 1996 - August 1998
Skills
Creative Direction, Marketing Communications, Direct Marketing, Product Development, Advertising, Marketing Strategy, Sales Management, Integrated Marketing, Brand Development, Copywriting, Retail, Email Marketing, Strategy, Corporate Branding, Brand Management, Layout, Sales, Cross-functional Team..., Marketing, Management, Project Management, Newsletters, Packaging, Product Marketing, Sponsorship, Direct Mail, Event Management, B2B Marketing, B2B, Digital Marketing, Budgets, Collateral
Education
Howard University 1991 — 1995
B.A.
SO ME Academy 2014 — 2014
School of Visual Arts 1998 — 1998
Association of Graphic Communications 2003 — 2003
Renee M. Jefferson Renee M. Jefferson's New York Life Insurance Company Experience August 2015 - Present
Job Licensed Agent/Producer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Urban Economist Project August 2011 - Present
Seyfarth Shaw LLP July 2014 - July 2015
Sidley Austin, LLP March 2012 - July 2014
Raise The Bar Youth Foundation March 2014 - April 2014
Chicago Urban League September 2013 - February 2014
TeamBeanBooks May 2010 - March 2013
Lock's Bar-B-Q Sauce June 2010 - March 2012
Illinois State University - Annual Fund February 2011 - September 2011
BleachBright of Illinois,LLC February 2008 - October 2008
Skills
Accounting, Econometrics, Vendor Management, Analysis, Billing Systems, Microsoft Excel, Forecasting, Research, Budgets, Support Engineers, Financial Reporting, Account Reconciliation, Troubleshooting, Business Modeling, Data Mapping, Accounts Receivable, Recruiting, Statistics, Microsoft Office, SQL, Data Mining, STATA Data Analysis and..., eBILLINGHUB, Financial Literacy..., Mathematics, Six Sigma, Quantitative Analytics, Program Development, Creative Strategy, Public Speaking, Management, Leadership
Education
Illinois State University 2007 — 2011
Bachelor of Science, Economics
New York Life Insurance Company August 2015 - Present
Urban Economist Project August 2011 - Present
Seyfarth Shaw LLP July 2014 - July 2015
Sidley Austin, LLP March 2012 - July 2014
Raise The Bar Youth Foundation March 2014 - April 2014
Chicago Urban League September 2013 - February 2014
TeamBeanBooks May 2010 - March 2013
Lock's Bar-B-Q Sauce June 2010 - March 2012
Illinois State University - Annual Fund February 2011 - September 2011
BleachBright of Illinois,LLC February 2008 - October 2008
Skills
Accounting, Econometrics, Vendor Management, Analysis, Billing Systems, Microsoft Excel, Forecasting, Research, Budgets, Support Engineers, Financial Reporting, Account Reconciliation, Troubleshooting, Business Modeling, Data Mapping, Accounts Receivable, Recruiting, Statistics, Microsoft Office, SQL, Data Mining, STATA Data Analysis and..., eBILLINGHUB, Financial Literacy..., Mathematics, Six Sigma, Quantitative Analytics, Program Development, Creative Strategy, Public Speaking, Management, Leadership
Education
Illinois State University 2007 — 2011
Bachelor of Science, Economics
Brian Merz's New York Life Insurance Company Experience July 2011 - April 2015
Job Director of National Media
Industry Marketing and Advertising
Experience
Direct Media Power April 2015 - Present
New York Life Insurance Company July 2011 - April 2015
National Cable Communications/NCC Media May 2007 - September 2010
Telerep October 2001 - May 2007
Interrep June 1999 - October 2001
LOIS EJL November 1998 - June 1999
Carat ICG January 1998 - November 1998
Zenith Media Services May 1995 - January 1998
SMY Media, Inc March 1994 - May 1995
WJOB Radio September 1992 - November 1993
Skills
Retirement Planning, Business Planning, Estate Planning, Insurance, Long Term Care, Advertising, Fixed Annuities, Variable Annuities, Guarateed Lifetime..., Mutual Funds, 401k Rollovers, Long-term Care, Digital Media, Lead Generation, Sales, Account Management, Digital Marketing, Life Insurance, Media Buying, Direct Marketing, Online Advertising, Customer Service, Financial Services, Radio, Annuity Sales, Asset Protection, Succession Planning, Wealth Management, Wealth Preservation..., Multi-generational..., Gifting Strategies, Investments, Key Person Protection, Pension Maximization, Disability Insurance, Term Life Insurance, Retirement, Sales Presentations, Series 63, Integrated Marketing, Media Planning
Education
Indiana University 1989 — 1992
BACHELOR OF ARTS DEGREE, TELECOMMUNICATIONS
Indiana University Bloomington 1989 — 1992
BA, Telecommunication/Advertising
Direct Media Power April 2015 - Present
New York Life Insurance Company July 2011 - April 2015
National Cable Communications/NCC Media May 2007 - September 2010
Telerep October 2001 - May 2007
Interrep June 1999 - October 2001
LOIS EJL November 1998 - June 1999
Carat ICG January 1998 - November 1998
Zenith Media Services May 1995 - January 1998
SMY Media, Inc March 1994 - May 1995
WJOB Radio September 1992 - November 1993
Skills
Retirement Planning, Business Planning, Estate Planning, Insurance, Long Term Care, Advertising, Fixed Annuities, Variable Annuities, Guarateed Lifetime..., Mutual Funds, 401k Rollovers, Long-term Care, Digital Media, Lead Generation, Sales, Account Management, Digital Marketing, Life Insurance, Media Buying, Direct Marketing, Online Advertising, Customer Service, Financial Services, Radio, Annuity Sales, Asset Protection, Succession Planning, Wealth Management, Wealth Preservation..., Multi-generational..., Gifting Strategies, Investments, Key Person Protection, Pension Maximization, Disability Insurance, Term Life Insurance, Retirement, Sales Presentations, Series 63, Integrated Marketing, Media Planning
Education
Indiana University 1989 — 1992
BACHELOR OF ARTS DEGREE, TELECOMMUNICATIONS
Indiana University Bloomington 1989 — 1992
BA, Telecommunication/Advertising
TJ Shindeldecker TJ Shindeldecker's New York Life Insurance Company Experience May 2009 - August 2009
Job Distributor Manager Minnesota & N. Dakota Diageo Guiness USA at Diageo
Industry Wine and Spirits
Experience
Diageo July 2015 - Present
Diageo April 2013 - July 2015
Diageo July 2012 - April 2013
Diageo August 2011 - July 2012
Diageo June 2010 - July 2011
New York Life Insurance Company May 2009 - August 2009
Martin Howard Associates January 2009 - May 2009
Network Solutions, Inc. May 2007 - December 2008
Skills
Commercial Finance, Wine & Spirits Industry, Pricing Strategy, P&L Ownership, Financial Modeling, Competitive Analysis, Sales Finance, Return on Investment..., Consumer Products, Business Insights, Process Improvement, FMCG, Consumer Package Goods, Forecasting, Food & Beverage, Market Research, Microsoft Office, International Accounting, Capital Budgeting, Fixed Asset Management, Capital Projects, Spanish, Risk Management, Financial Reporting, Risk Assessment, Compliance, Report Development, Internal Controls, Emerging Markets, Stakeholder Management, SAP, Corporate Finance, Financial Analysis, Essbase, Microstrategy, Internal Audit, P&L Management, P&L Analysis
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Universitat Pompeu Fabra 2009 — 2009
No degree - 1 semester of International Studies, International Business and Spanish
Diageo July 2015 - Present
Diageo April 2013 - July 2015
Diageo July 2012 - April 2013
Diageo August 2011 - July 2012
Diageo June 2010 - July 2011
New York Life Insurance Company May 2009 - August 2009
Martin Howard Associates January 2009 - May 2009
Network Solutions, Inc. May 2007 - December 2008
Skills
Commercial Finance, Wine & Spirits Industry, Pricing Strategy, P&L Ownership, Financial Modeling, Competitive Analysis, Sales Finance, Return on Investment..., Consumer Products, Business Insights, Process Improvement, FMCG, Consumer Package Goods, Forecasting, Food & Beverage, Market Research, Microsoft Office, International Accounting, Capital Budgeting, Fixed Asset Management, Capital Projects, Spanish, Risk Management, Financial Reporting, Risk Assessment, Compliance, Report Development, Internal Controls, Emerging Markets, Stakeholder Management, SAP, Corporate Finance, Financial Analysis, Essbase, Microstrategy, Internal Audit, P&L Management, P&L Analysis
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Universitat Pompeu Fabra 2009 — 2009
No degree - 1 semester of International Studies, International Business and Spanish
Erin Walker Durkee Erin Walker Durkee's New York Life Insurance Company Experience March 2010 - July 2015
Job Financial Services Compliance Supervisor FINRA Series 24, 7, 9, 10, 66, 53 and LAH Certifications
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
New York Life Insurance Company March 2010 - July 2015
Ameriprise Financial March 2006 - October 2009
Miller, Allen and Associates 2004 - 2006
American Express Financial Advisors 2003 - 2005
Unisource 1996 - 2004
Skills
Microsoft Excel, Training, Leadership, Risk Management, Financial Planning, Strategic Financial..., Financial Services, Fixed Annuities, Retirement, Life Insurance
Education
Hood College
BA, Environmental Studies
Hood College
Bachelor of Arts (BA)
Prudential Financial August 2015 - Present
New York Life Insurance Company March 2010 - July 2015
Ameriprise Financial March 2006 - October 2009
Miller, Allen and Associates 2004 - 2006
American Express Financial Advisors 2003 - 2005
Unisource 1996 - 2004
Skills
Microsoft Excel, Training, Leadership, Risk Management, Financial Planning, Strategic Financial..., Financial Services, Fixed Annuities, Retirement, Life Insurance
Education
Hood College
BA, Environmental Studies
Hood College
Bachelor of Arts (BA)
Brandon J. Flood Brandon J. Flood's New York Life Insurance Company Experience January 2015 - May 2015
Job Channel Development Intern at Steelcase
Industry Management Consulting
Experience
Steelcase May 2015 - Present
New York Life Insurance Company January 2015 - May 2015
Tizzy Social Media App August 2014 - October 2014
Holland Aquatic Center July 2013 - May 2014
University Club of MSU May 2011 - September 2011
University Club of MSU May 2010 - September 2010
Skills
Business, Time Management, Athletics, Sports, Management, Entrepreneurship, Marketing, Project Management, AED, Business Strategy, Business Planning, Operations Management, Financial Analysis, Product Management, Oracle CRM, Microsoft Office
Education
Hope College 2013 — 2016
Bachelor's Degree, Business Administration and Management, General, Junior
Lansing Christian High School 2007 — 2011
Steelcase May 2015 - Present
New York Life Insurance Company January 2015 - May 2015
Tizzy Social Media App August 2014 - October 2014
Holland Aquatic Center July 2013 - May 2014
University Club of MSU May 2011 - September 2011
University Club of MSU May 2010 - September 2010
Skills
Business, Time Management, Athletics, Sports, Management, Entrepreneurship, Marketing, Project Management, AED, Business Strategy, Business Planning, Operations Management, Financial Analysis, Product Management, Oracle CRM, Microsoft Office
Education
Hope College 2013 — 2016
Bachelor's Degree, Business Administration and Management, General, Junior
Lansing Christian High School 2007 — 2011
Tivoli Cannon Tivoli Cannon's New York Life Insurance Company Experience June 2015 - Present
Job Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Howard University August 2010 - December 2014
Grainger June 2014 - August 2014
Northern Trust Corporation June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Public Speaking, Social Media, English, Customer Service, Social Networking
Education
Howard University 2010 — 2014
New York Life Insurance Company June 2015 - Present
Howard University August 2010 - December 2014
Grainger June 2014 - August 2014
Northern Trust Corporation June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Public Speaking, Social Media, English, Customer Service, Social Networking
Education
Howard University 2010 — 2014
Terry Elmore Terry Elmore's New York Life Insurance Company Experience March 2010 - Present
Job Financial Professional at NYLIFE Securities LLC, Member FINRA/SIPC
Industry Financial Services
Experience
New York Life Insurance Company March 2010 - Present
Elmore's Financial Services July 1975 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Life Insurance, Insurance, Disability Insurance, Series 63
Education
Illinois State University 1970 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pekin Community High School 1965 — 1969
New York Life Insurance Company March 2010 - Present
Elmore's Financial Services July 1975 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Life Insurance, Insurance, Disability Insurance, Series 63
Education
Illinois State University 1970 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pekin Community High School 1965 — 1969
Kenneth Gantman's New York Life Insurance Company Experience July 2013 - Present
Job Insurance Consultant at Cambridge Insurance Advisors
Industry Insurance
Experience
Cambridge Insurance Advisors February 2015 - Present
New York Life Insurance Company July 2013 - Present
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Science (B.S.)
Columbia High School, Maplewood NJ 1993 — 1997
Cambridge Insurance Advisors February 2015 - Present
New York Life Insurance Company July 2013 - Present
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Science (B.S.)
Columbia High School, Maplewood NJ 1993 — 1997
Tony LaRocca, MBA Tony LaRocca, MBA's New York Life Insurance Company Experience March 2009 - December 2012
Job Insurance Agent at Allstate InsuranceMallon Insurance Group LLC
Industry Financial Services
Experience
Allstate November 2013 - Present
MetLife March 2013 - November 2013
New York Life Insurance Company March 2009 - December 2012
Chrysler LLC August 2007 - November 2008
DaimlerChrysler November 2002 - July 2007
Chrysler Corporation April 1994 - November 2002
Skills
Risk Management, Risk Mitigation, Business Insurance, Property & Casualty..., Small Business, Management, Retirement Income..., Retirement Planning, Finance, Life Insurance, Process Improvement, Data Analysis, Insurance, Roth IRA, Employee Benefits, Income Generation, Term Life Insurance, Inventory Planning, Variable Annuities, College Savings Plans, Investments, Long Term Care Insurance, IRAs, Financial Services, Inventory Management, Retirement, Fixed Annuities, Quality Auditing, Disability Insurance, IRA Rollovers, CRM, Wealth Accumulation, Real Estate, Options Strategies, Creative Problem Solving, Securities, 401k, 401k Rollovers, Mutual Funds, Financial Analysis, Asset Allocation, Estate Planning, Whole Life, Investment Advisory, Asset Management, Universal Life, Financial Statements, Commerical Transactions, Cross-functional Team...
Education
Pennsylvania State University-Great Valley Graduate Center
MBA, Management
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
Central Catholic High School
Allstate November 2013 - Present
MetLife March 2013 - November 2013
New York Life Insurance Company March 2009 - December 2012
Chrysler LLC August 2007 - November 2008
DaimlerChrysler November 2002 - July 2007
Chrysler Corporation April 1994 - November 2002
Skills
Risk Management, Risk Mitigation, Business Insurance, Property & Casualty..., Small Business, Management, Retirement Income..., Retirement Planning, Finance, Life Insurance, Process Improvement, Data Analysis, Insurance, Roth IRA, Employee Benefits, Income Generation, Term Life Insurance, Inventory Planning, Variable Annuities, College Savings Plans, Investments, Long Term Care Insurance, IRAs, Financial Services, Inventory Management, Retirement, Fixed Annuities, Quality Auditing, Disability Insurance, IRA Rollovers, CRM, Wealth Accumulation, Real Estate, Options Strategies, Creative Problem Solving, Securities, 401k, 401k Rollovers, Mutual Funds, Financial Analysis, Asset Allocation, Estate Planning, Whole Life, Investment Advisory, Asset Management, Universal Life, Financial Statements, Commerical Transactions, Cross-functional Team...
Education
Pennsylvania State University-Great Valley Graduate Center
MBA, Management
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
Central Catholic High School
Scott Bryson's New York Life Insurance Company Experience May 2005 - March 2008
Job Compliance Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2015 - Present
Cigale Literary Magazine September 2011 - Present
Lincoln Financial Advisors October 2010 - May 2015
Lincoln Financial Group March 2008 - October 2010
New York Life Insurance Company May 2005 - March 2008
Skills
Investments, Securities, Series 24, Series 7, Auditing, Customer Service, Series 63, Financial Services, FINRA, Mutual Funds, Wealth Management, Insurance, Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Training
Education
University of Illinois Springfield 2012 — 2015
Master of Arts (M.A.), Philosophy, Politics, and Business
Indiana University Bloomington 2001 — 2005
Bachelor of Arts (B.A.), History, Religious Studies, Medieval Studies
Lincoln Financial Advisors May 2015 - Present
Cigale Literary Magazine September 2011 - Present
Lincoln Financial Advisors October 2010 - May 2015
Lincoln Financial Group March 2008 - October 2010
New York Life Insurance Company May 2005 - March 2008
Skills
Investments, Securities, Series 24, Series 7, Auditing, Customer Service, Series 63, Financial Services, FINRA, Mutual Funds, Wealth Management, Insurance, Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Training
Education
University of Illinois Springfield 2012 — 2015
Master of Arts (M.A.), Philosophy, Politics, and Business
Indiana University Bloomington 2001 — 2005
Bachelor of Arts (B.A.), History, Religious Studies, Medieval Studies
Alexus Gibson's New York Life Insurance Company Experience January 2013 - Present
Job Underwriting Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company August 2012 - December 2012
Starbucks Coffee Company June 2008 - November 2012
New York Life Insurance Company May 2011 - August 2011
Federal Reserve Bank of New York July 2008 - August 2008
Skills
PowerPoint, Sales, Marketing, Microsoft Excel, Nonprofits, Management
Education
Howard University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company August 2012 - December 2012
Starbucks Coffee Company June 2008 - November 2012
New York Life Insurance Company May 2011 - August 2011
Federal Reserve Bank of New York July 2008 - August 2008
Skills
PowerPoint, Sales, Marketing, Microsoft Excel, Nonprofits, Management
Education
Howard University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Frank Woertz Frank Woertz's New York Life Insurance Company Experience June 1959 - February 1966
Job Marketing Guru at Judy AguilarWoertz State Farm Insurance
Industry Financial Services
Experience
Judy Aguilar-Woertz - State Farm Insurance June 2002 - Present
State Farm Insurance September 1996 - September 1999
State Farm Insurance July 1971 - June 1996
State Farm Insurance February 1966 - July 1971
New York Life Insurance Company June 1959 - February 1966
Education
Illinois Wesleyan University 1955 — 1959
Judy Aguilar-Woertz - State Farm Insurance June 2002 - Present
State Farm Insurance September 1996 - September 1999
State Farm Insurance July 1971 - June 1996
State Farm Insurance February 1966 - July 1971
New York Life Insurance Company June 1959 - February 1966
Education
Illinois Wesleyan University 1955 — 1959
Brandon Lichtsinn's New York Life Insurance Company Experience April 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2009 - Present
Education
Indiana Institute of Technology 2001 — 2009
BA, Information Systems
New York Life Insurance Company April 2009 - Present
Education
Indiana Institute of Technology 2001 — 2009
BA, Information Systems
Donald Pauli,CLU, ChFC Donald Pauli,CLU, ChFC's New York Life Insurance Company Experience January 1978 - January 1988
Job Owner/Agent at www.greeninsuranceservices.com
Industry Insurance
Experience
www.GreenInsuranceServices.com January 1989 - Present
www.greeninsuranceservices.com January 1973 - Present
www.greeninsuranceservices.com January 1973 - Present
New York Life Insurance Company January 1978 - January 1988
Skills
Disability Insurance, Insurance, Life Insurance, Employee Benefits, Health Insurance, Small Business, Sales, Estate Planning, Business Planning, Financial Advisory, Fixed Annuities, New Business Development, Sales Management, Medicare Supplement...
Education
The American College 1993 — 1998
CLU, ChFC, Insurance and Financie
Humboldt State University 1968 — 1972
BA, Speech Communications, Journalism, Drama
www.GreenInsuranceServices.com January 1989 - Present
www.greeninsuranceservices.com January 1973 - Present
www.greeninsuranceservices.com January 1973 - Present
New York Life Insurance Company January 1978 - January 1988
Skills
Disability Insurance, Insurance, Life Insurance, Employee Benefits, Health Insurance, Small Business, Sales, Estate Planning, Business Planning, Financial Advisory, Fixed Annuities, New Business Development, Sales Management, Medicare Supplement...
Education
The American College 1993 — 1998
CLU, ChFC, Insurance and Financie
Humboldt State University 1968 — 1972
BA, Speech Communications, Journalism, Drama
Scott Steingraber Scott Steingraber's New York Life Insurance Company Experience July 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
Hardwood Floor Store Inc. April 1989 - February 2010
Education
Illinois State University 1973 — 1977
Bachelors of Arts, Political Science and Anthropology
New York Life Insurance Company July 2011 - Present
Hardwood Floor Store Inc. April 1989 - February 2010
Education
Illinois State University 1973 — 1977
Bachelors of Arts, Political Science and Anthropology
Lysa Tran Lysa Tran's New York Life Insurance Company Experience February 2005 - September 2008
Job Insurance Specialist/ Financial Services Professional at Tallas Insurance Farmers
Industry Insurance
Experience
Tallas Insurance- Farmers April 2009 - Present
State Farm Insurance Companies November 2008 - May 2009
New York Life Insurance Company February 2005 - September 2008
Education
The American College 2005 — 2007
Finance
Champions Real Estate School 2004 — 2005
Real Estate License
MTI Business and Technology 2000 — 2002
Microsoft Certified Systems Engineer
Houston Community College 1996 — 1998
Computer Science
Tallas Insurance- Farmers April 2009 - Present
State Farm Insurance Companies November 2008 - May 2009
New York Life Insurance Company February 2005 - September 2008
Education
The American College 2005 — 2007
Finance
Champions Real Estate School 2004 — 2005
Real Estate License
MTI Business and Technology 2000 — 2002
Microsoft Certified Systems Engineer
Houston Community College 1996 — 1998
Computer Science
Douglas Born's New York Life Insurance Company Experience September 2009 - January 2013
Job Account Manager
Industry Insurance
Experience
Title Masters LLC February 2013 - Present
New York Life Insurance Company September 2009 - January 2013
Cytec Industries Inc. September 2005 - March 2009
Cytec Industries Inc. July 2001 - August 2005
Chemlogix LLC January 1997 - June 2001
Cytec Industries Inc. August 1992 - December 1996
Unocal 1980 - 1992
Skills
Transportation, Logistics, Supply Chain, Sales, Negotiation, Start-ups, Operations Management, Freight Forwarding, Strategy, 3PL, Six Sigma, Forecasting, Time Management, Process Improvement, Cross-functional Team..., Budgets, Supply Chain Management, Warehousing, Real Estate, Purchasing, Team Building, Management, Strategic Planning
Education
Indiana University - Kelley School of Business 1970 — 1974
B.S., Transportation
Title Masters LLC February 2013 - Present
New York Life Insurance Company September 2009 - January 2013
Cytec Industries Inc. September 2005 - March 2009
Cytec Industries Inc. July 2001 - August 2005
Chemlogix LLC January 1997 - June 2001
Cytec Industries Inc. August 1992 - December 1996
Unocal 1980 - 1992
Skills
Transportation, Logistics, Supply Chain, Sales, Negotiation, Start-ups, Operations Management, Freight Forwarding, Strategy, 3PL, Six Sigma, Forecasting, Time Management, Process Improvement, Cross-functional Team..., Budgets, Supply Chain Management, Warehousing, Real Estate, Purchasing, Team Building, Management, Strategic Planning
Education
Indiana University - Kelley School of Business 1970 — 1974
B.S., Transportation
Darryl Young's New York Life Insurance Company Experience June 2015 - Present
Job Sales Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
AllyHealth / Discount Drug Network June 2015 - June 2015
Aflac October 1997 - June 2015
Aflac NY March 2014 - April 2014
Aflac October 1997 - March 2014
Skills
Insurance, Employee Benefits, Term Life Insurance, Whole Life, Disability Insurance, Accident, Brokers, Dentistry, Direct Sales, Sales, Sales Management, Customer Service, Coaching, Employee Relations, Leadership Development, Health Insurance, Leadership, Training, Critical Illness, Life Insurance, Health Savings Accounts, Recruiting, Small Business, Long-term Care, Universal Life, Fixed Annuities
Education
Hudson Valley Community College 1985 — 1986
South Glens Falls
South Glens Falls
South Glens Falls
New York Life Insurance Company June 2015 - Present
AllyHealth / Discount Drug Network June 2015 - June 2015
Aflac October 1997 - June 2015
Aflac NY March 2014 - April 2014
Aflac October 1997 - March 2014
Skills
Insurance, Employee Benefits, Term Life Insurance, Whole Life, Disability Insurance, Accident, Brokers, Dentistry, Direct Sales, Sales, Sales Management, Customer Service, Coaching, Employee Relations, Leadership Development, Health Insurance, Leadership, Training, Critical Illness, Life Insurance, Health Savings Accounts, Recruiting, Small Business, Long-term Care, Universal Life, Fixed Annuities
Education
Hudson Valley Community College 1985 — 1986
South Glens Falls
South Glens Falls
South Glens Falls
Cynthia Stokes-Murray Cynthia Stokes-Murray's New York Life Insurance Company Experience December 2010 - October 2011
Job Store Manager at Jos. A. Bank Clothiers
Industry Retail
Experience
Jos. A. Bank Clothiers October 2012 - Present
Jos. A. Bank Clothiers October 2011 - Present
National Council of Urban League Guilds August 2010 - Present
YMCA of Metropolitan Milwaukee April 2009 - Present
U.S. Cellular January 2008 - Present
New York Life Insurance Company December 2010 - October 2011
New York Life Insurance Company December 2010 - October 2011
Milwaukee Urban League, Inc. September 2000 - June 2011
Blood Center of Southeastern Wisconsin 2010 - 2011
Milwaukee Urban League, Inc. 1999 - 2011
Skills
Financial Planning, Business Planning, Team Leadership, Building High..., Customer Service, Business Analysis, Fashion, Fast Learner, Microsoft Excel, Microsoft Word, Negotiation, Non-profits, Organization, Problem Solving, Sourcing, Youth Mentoring, Community Outreach, Strategic Financial..., Training, Team Building, Life Insurance, Retail, Leadership Development, Coaching, Nonprofits, Marketing, Public Speaking, Sales, Volunteer Management, Microsoft Office, Budgets, Event Planning, Recruiting, Staff Development, Social Networking, Customer Satisfaction, Management
Education
Elementary Education Illinois State 1977 — 1978
Northeastern Illinois University 1977 — 1978
Education
Illinois State University 1973 — 1975
Studied Elementary Education., Elementary Education
Proviso East High School 1969 — 1973
HS Diploma, General Educatipm
elementary school 1961 — 1969
Jos. A. Bank Clothiers October 2012 - Present
Jos. A. Bank Clothiers October 2011 - Present
National Council of Urban League Guilds August 2010 - Present
YMCA of Metropolitan Milwaukee April 2009 - Present
U.S. Cellular January 2008 - Present
New York Life Insurance Company December 2010 - October 2011
New York Life Insurance Company December 2010 - October 2011
Milwaukee Urban League, Inc. September 2000 - June 2011
Blood Center of Southeastern Wisconsin 2010 - 2011
Milwaukee Urban League, Inc. 1999 - 2011
Skills
Financial Planning, Business Planning, Team Leadership, Building High..., Customer Service, Business Analysis, Fashion, Fast Learner, Microsoft Excel, Microsoft Word, Negotiation, Non-profits, Organization, Problem Solving, Sourcing, Youth Mentoring, Community Outreach, Strategic Financial..., Training, Team Building, Life Insurance, Retail, Leadership Development, Coaching, Nonprofits, Marketing, Public Speaking, Sales, Volunteer Management, Microsoft Office, Budgets, Event Planning, Recruiting, Staff Development, Social Networking, Customer Satisfaction, Management
Education
Elementary Education Illinois State 1977 — 1978
Northeastern Illinois University 1977 — 1978
Education
Illinois State University 1973 — 1975
Studied Elementary Education., Elementary Education
Proviso East High School 1969 — 1973
HS Diploma, General Educatipm
elementary school 1961 — 1969
Don Nadeau Don Nadeau's New York Life Insurance Company Experience December 2014 - May 2015
Job Project Manager at TD Bank
Industry Information Technology and Services
Experience
TD Bank September 2015 - Present
New York Life Insurance Company December 2014 - May 2015
Bose Corporation December 2012 - July 2014
Loblaw Companies Limited July 2012 - December 2012
IPG May 2012 - June 2012
ExxonMobil July 2011 - May 2012
Altegrity February 2011 - April 2011
Pfizer January 2011 - February 2011
Dolby Laboratories August 2010 - December 2010
McKesson May 2010 - July 2010
Skills
SAP R/3, Instructional Design, Training & Development, Software Training, Team Leadership, Change Management, Supervisory Skills, Initiator, Accounting, Audit, Organizational..., Hands-on Training, SAP, Employee Training, Auditing, Business Process, SAP ERP, Software Documentation, SAP Implementation, SD, SAP BW, Program Management, Business Intelligence, Integration, Management, Project Management, Business Analysis, ERP, Consulting, Training, Leadership, Analysis, Testing, Vendor Management
Education
CONTINUING EDUCATIONBradley A
Certificate Project Manager Basics, Project Management
Husson University
Bachelor’s Degree, Accounting and Finance
TD Bank September 2015 - Present
New York Life Insurance Company December 2014 - May 2015
Bose Corporation December 2012 - July 2014
Loblaw Companies Limited July 2012 - December 2012
IPG May 2012 - June 2012
ExxonMobil July 2011 - May 2012
Altegrity February 2011 - April 2011
Pfizer January 2011 - February 2011
Dolby Laboratories August 2010 - December 2010
McKesson May 2010 - July 2010
Skills
SAP R/3, Instructional Design, Training & Development, Software Training, Team Leadership, Change Management, Supervisory Skills, Initiator, Accounting, Audit, Organizational..., Hands-on Training, SAP, Employee Training, Auditing, Business Process, SAP ERP, Software Documentation, SAP Implementation, SD, SAP BW, Program Management, Business Intelligence, Integration, Management, Project Management, Business Analysis, ERP, Consulting, Training, Leadership, Analysis, Testing, Vendor Management
Education
CONTINUING EDUCATIONBradley A
Certificate Project Manager Basics, Project Management
Husson University
Bachelor’s Degree, Accounting and Finance
Theresa Daneman's New York Life Insurance Company Experience August 2012 - November 2013
Job Sales + Marketing + Social Media
Industry Marketing and Advertising
Experience
Seeking opportunity to create our mutual success January 2015 - Present
Estate Distribution Services October 2014 - Present
Family Heritage Cookbook January 2015 - May 2015
Socialware January 2014 - January 2015
New York Life Insurance Company August 2012 - November 2013
Genworth Financial June 2008 - May 2012
MetLife November 2007 - July 2008
Charles Schwab March 2006 - May 2007
TIAA-CREF June 2002 - August 2005
TIAA-CREF June 2000 - June 2002
Skills
Marketing, Marketing Strategy, Social Media, Sales, Financial Services, Long Term Care Insurance, Training, Series 7, Series 63, Social Networking, Retirement Planning, Strategic Planning, Marketing Communications, B2B, Customer Retention, New Business Development, Life Insurance, Insurance, Creative Solutions, Salesforce.com, CRM, Strategic Financial..., Analytics, Sales Operations, Selling, Employee Benefits, Mutual Funds, 401k, Fixed Annuities, Disability Insurance, Management, Investments, Health Insurance, Business Planning, IRAs, Social Media Blogging, Term Life Insurance, Financial Planning
Education
Indiana University Bloomington
BS, Marketing
Seeking opportunity to create our mutual success January 2015 - Present
Estate Distribution Services October 2014 - Present
Family Heritage Cookbook January 2015 - May 2015
Socialware January 2014 - January 2015
New York Life Insurance Company August 2012 - November 2013
Genworth Financial June 2008 - May 2012
MetLife November 2007 - July 2008
Charles Schwab March 2006 - May 2007
TIAA-CREF June 2002 - August 2005
TIAA-CREF June 2000 - June 2002
Skills
Marketing, Marketing Strategy, Social Media, Sales, Financial Services, Long Term Care Insurance, Training, Series 7, Series 63, Social Networking, Retirement Planning, Strategic Planning, Marketing Communications, B2B, Customer Retention, New Business Development, Life Insurance, Insurance, Creative Solutions, Salesforce.com, CRM, Strategic Financial..., Analytics, Sales Operations, Selling, Employee Benefits, Mutual Funds, 401k, Fixed Annuities, Disability Insurance, Management, Investments, Health Insurance, Business Planning, IRAs, Social Media Blogging, Term Life Insurance, Financial Planning
Education
Indiana University Bloomington
BS, Marketing
Michael-Sean Spence's New York Life Insurance Company Experience 2001 - 2001
Job Empire State Fellow at New York State Division of Criminal Justice Services / Office of Public Safety
Industry Law Practice
Experience
Office of Governor Andrew M. Cuomo September 2015 - Present
Queens District Attorney's Office August 2007 - September 2015
Davis & Gilbert LLP May 2006 - August 2006
Radio One February 2006 - May 2006
U.S. House of Representatives January 2006 - February 2006
Fox (Film, TV & Sports) June 2004 - August 2005
Northrop Grumman Corporation 2003 - 2003
WorldCom 2002 - 2002
New York Life Insurance Company 2001 - 2001
Skills
Law, Criminal Justice, Criminal Investigations, Public Speaking, Litigation, Criminal Law, Social Networking, Logistics, Client Relations, Client Development, Licensing, Advertising, Marketing, Music, Film, Social Media, Event Management, Recording, Marketing Strategy, Content Strategy, Entrepreneurship, Broadcast, Brand Development, Brand Management, Music Videos, Entertainment, Social Media Marketing, Music Industry, Artist Development
Education
Howard University 2004 — 2007
J.D.
University of Maryland College Park 2000 — 2004
B.S.
Office of Governor Andrew M. Cuomo September 2015 - Present
Queens District Attorney's Office August 2007 - September 2015
Davis & Gilbert LLP May 2006 - August 2006
Radio One February 2006 - May 2006
U.S. House of Representatives January 2006 - February 2006
Fox (Film, TV & Sports) June 2004 - August 2005
Northrop Grumman Corporation 2003 - 2003
WorldCom 2002 - 2002
New York Life Insurance Company 2001 - 2001
Skills
Law, Criminal Justice, Criminal Investigations, Public Speaking, Litigation, Criminal Law, Social Networking, Logistics, Client Relations, Client Development, Licensing, Advertising, Marketing, Music, Film, Social Media, Event Management, Recording, Marketing Strategy, Content Strategy, Entrepreneurship, Broadcast, Brand Development, Brand Management, Music Videos, Entertainment, Social Media Marketing, Music Industry, Artist Development
Education
Howard University 2004 — 2007
J.D.
University of Maryland College Park 2000 — 2004
B.S.
Brandon Buzil's New York Life Insurance Company Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
MarketSource Inc./ Target Mobile October 2013 - May 2014
Kaleo Communications/TCC September 2012 - September 2013
BR Marketing Group, Inc. November 2006 - August 2012
Skills
Cold Calling, Building Relationships, Wireless, New Business Development, Account Management, Direct Sales, Business Development, Sales Process, Sales, Marketing, Management, Microsoft Excel, Solution Selling, Social Media, Selling, Retail, Sales Presentations, Sales Management, Networking, Salesforce.com, Customer Service, Team Building, Leadership
Education
Indiana University - Kelley School of Business 1996 — 2000
Bachelor's Degree, Business- Marketing
Adlai E. Stevenson High School 1992 — 1996
New York Life Insurance Company July 2014 - Present
MarketSource Inc./ Target Mobile October 2013 - May 2014
Kaleo Communications/TCC September 2012 - September 2013
BR Marketing Group, Inc. November 2006 - August 2012
Skills
Cold Calling, Building Relationships, Wireless, New Business Development, Account Management, Direct Sales, Business Development, Sales Process, Sales, Marketing, Management, Microsoft Excel, Solution Selling, Social Media, Selling, Retail, Sales Presentations, Sales Management, Networking, Salesforce.com, Customer Service, Team Building, Leadership
Education
Indiana University - Kelley School of Business 1996 — 2000
Bachelor's Degree, Business- Marketing
Adlai E. Stevenson High School 1992 — 1996
Jason Blik's New York Life Insurance Company Experience August 2015 - Present
Job Partner with New York Life Michigan General Office
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company October 2012 - Present
Family Christian Stores October 2005 - January 2013
Toys R Us June 1993 - October 2005
Skills
Insurance, Sales, Sales Management, Life Insurance, Retirement Planning, 401(k) Rollovers, Estate Planning, Small Business, Succession Planning, Recruiting
Education
Indiana Institute of Technology 1995 — 1996
Kenowa Hills High School 1990 — 1995
New York Life Insurance Company August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company October 2012 - Present
Family Christian Stores October 2005 - January 2013
Toys R Us June 1993 - October 2005
Skills
Insurance, Sales, Sales Management, Life Insurance, Retirement Planning, 401(k) Rollovers, Estate Planning, Small Business, Succession Planning, Recruiting
Education
Indiana Institute of Technology 1995 — 1996
Kenowa Hills High School 1990 — 1995
Valerie Lopez's New York Life Insurance Company Experience February 2006 - April 2007
Job Global Marketing Program Manager for the Food Industry and Molecular Spectroscopy Product Line at Agilent Technologies
Industry Marketing and Advertising
Experience
Agilent Technologies September 2015 - Present
Agilent Technologies December 2012 - Present
Agilent Technologies May 2011 - December 2012
A2 Technologies April 2007 - May 2011
New York Life Insurance Company February 2006 - April 2007
Smiths Detection February 2005 - February 2006
Skills
Company Branding, Graphic Design, Press Release Creation..., Website Design, Coding..., Video Production, SEO Optimization, Social Media Strategist, CRM Creation and..., Media Strategy and..., Creative Strategy, Website Development, Digital Marketing, Collateral, Photography, Multi-channel Marketing, B2B, Brand Management, Brand Development, Corporate Branding, SEO, Lead Generation, Advertising, Marketing Communications, Marketing, Web Design, Cross-functional Team..., Marketing Strategy, Online Marketing, Product Marketing, Social Media Marketing, Email Marketing
Education
Illinois Institute of Art 1999 — 2001
B.A. Visual Communications, Graphic Design
Illinois Institute of Art 1999 — 2001
Bachelor of Arts (B.A.), Visual Communications
Franklin High School
Agilent Technologies September 2015 - Present
Agilent Technologies December 2012 - Present
Agilent Technologies May 2011 - December 2012
A2 Technologies April 2007 - May 2011
New York Life Insurance Company February 2006 - April 2007
Smiths Detection February 2005 - February 2006
Skills
Company Branding, Graphic Design, Press Release Creation..., Website Design, Coding..., Video Production, SEO Optimization, Social Media Strategist, CRM Creation and..., Media Strategy and..., Creative Strategy, Website Development, Digital Marketing, Collateral, Photography, Multi-channel Marketing, B2B, Brand Management, Brand Development, Corporate Branding, SEO, Lead Generation, Advertising, Marketing Communications, Marketing, Web Design, Cross-functional Team..., Marketing Strategy, Online Marketing, Product Marketing, Social Media Marketing, Email Marketing
Education
Illinois Institute of Art 1999 — 2001
B.A. Visual Communications, Graphic Design
Illinois Institute of Art 1999 — 2001
Bachelor of Arts (B.A.), Visual Communications
Franklin High School
Robbie Lee Robbie Lee's New York Life Insurance Company Experience October 1999 - Present
Job Agen/Registered Rep at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1999 - Present
Education
Idaho State University 1994 — 1999
BA, Marketing
New York Life Insurance Company October 1999 - Present
Education
Idaho State University 1994 — 1999
BA, Marketing
Casey Rasche's New York Life Insurance Company Experience October 2014 - June 2015
Job Digital Marketing Manager at Roche Diagnostics
Industry Biotechnology
Experience
Roche June 2015 - Present
New York Life Insurance Company October 2014 - June 2015
Mead Johnson Nutrition October 2013 - October 2014
Mead Johnson Nutrition June 2011 - October 2013
Mead Johnson Nutrition February 2009 - June 2011
Mead Johnson Nutrition May 2008 - February 2009
Mead Johnson Nutrition September 2006 - May 2008
Stens Corporation July 2006 - September 2006
MasterBrand Cabinets May 2005 - August 2005
Skills
Project Management, Management, Business Development, CRM, E-commerce, Email Marketing, Strategic Planning, Integration, SEO, Business Process, Strategy, Marketing Strategy, Social Media, Marketing, Analysis, Sales Management, Program Management, Analytics, Direct Marketing, Digital Marketing, Business Intelligence, Brand Management, Digital Strategy, Market Analysis, Multi-channel Marketing, Business Strategy, Business Analysis, Marketing Management, Database Marketing, Integrated Marketing, Marketing Communications, Online Marketing, Web Analytics, Direct Mail, Google Analytics, Interactive Marketing, Relationship Marketing, Website Development, Business Planning, Consumer Products, Strategic Thinking, Digital Media, Social Media Marketing, Data Analysis, Competitive Analysis
Education
Indiana University Bloomington 2002 — 2006
Bachelors, Informatics, Business
Direct Marketing Institute 2012 — 2012
Roche June 2015 - Present
New York Life Insurance Company October 2014 - June 2015
Mead Johnson Nutrition October 2013 - October 2014
Mead Johnson Nutrition June 2011 - October 2013
Mead Johnson Nutrition February 2009 - June 2011
Mead Johnson Nutrition May 2008 - February 2009
Mead Johnson Nutrition September 2006 - May 2008
Stens Corporation July 2006 - September 2006
MasterBrand Cabinets May 2005 - August 2005
Skills
Project Management, Management, Business Development, CRM, E-commerce, Email Marketing, Strategic Planning, Integration, SEO, Business Process, Strategy, Marketing Strategy, Social Media, Marketing, Analysis, Sales Management, Program Management, Analytics, Direct Marketing, Digital Marketing, Business Intelligence, Brand Management, Digital Strategy, Market Analysis, Multi-channel Marketing, Business Strategy, Business Analysis, Marketing Management, Database Marketing, Integrated Marketing, Marketing Communications, Online Marketing, Web Analytics, Direct Mail, Google Analytics, Interactive Marketing, Relationship Marketing, Website Development, Business Planning, Consumer Products, Strategic Thinking, Digital Media, Social Media Marketing, Data Analysis, Competitive Analysis
Education
Indiana University Bloomington 2002 — 2006
Bachelors, Informatics, Business
Direct Marketing Institute 2012 — 2012
Richard Waldo Richard Waldo's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Education
Humboldt State University 1988 — 1991
New York Life Insurance Company September 2015 - Present
Education
Humboldt State University 1988 — 1991
Mark Otero's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company March 2013 - Present
Country Inn & Suites By Carlson June 2012 - May 2013
Real Life Community Church December 2007 - May 2012
Dover Hill Christian Union Chr November 1994 - December 2007
Skills
Hospitality Management, Customer Satisfaction, Team Building, Budgets, Leadership, Public Speaking, Insurance, Sales, Coaching, Strategic Planning, Social Media, Marketing, Customer Relations, Writing, Event Coordination, Team Leadership
Education
Ohio Christian University 1980 — 1985
Bachelor of Theology, Ministry
Hondros College 2013 — 2013
Life and Health Insurance, Life Accident Health
Vestal Central High 1977 — 1980
Regents Endorsed Diploma, Regents Endoresment
Robinson School Condado Puerto Rico 1977 — 1978
High school diploma, Spanish
New York Life Insurance Company March 2013 - Present
Country Inn & Suites By Carlson June 2012 - May 2013
Real Life Community Church December 2007 - May 2012
Dover Hill Christian Union Chr November 1994 - December 2007
Skills
Hospitality Management, Customer Satisfaction, Team Building, Budgets, Leadership, Public Speaking, Insurance, Sales, Coaching, Strategic Planning, Social Media, Marketing, Customer Relations, Writing, Event Coordination, Team Leadership
Education
Ohio Christian University 1980 — 1985
Bachelor of Theology, Ministry
Hondros College 2013 — 2013
Life and Health Insurance, Life Accident Health
Vestal Central High 1977 — 1980
Regents Endorsed Diploma, Regents Endoresment
Robinson School Condado Puerto Rico 1977 — 1978
High school diploma, Spanish
Jacob Velasquez Jacob Velasquez's New York Life Insurance Company Experience December 2006 - September 2008
Job Pool Design and Sales
Industry Construction
Experience
Premier Pools & Spas September 2015 - Present
Zions Bank April 2013 - September 2015
Jacob Velasquez Insurance December 2010 - April 2013
Insurance Designers September 2008 - December 2010
New York Life Insurance Company December 2006 - September 2008
Skills
Insurance, Disability Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, General Insurance, Life Insurance, Fixed Annuities, Key Person Insurance, Medicare, Banking, Sales, Financial Services, Loans, Retail Banking, Refinance, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Marketing
Education
Boise State University 2012 — 2015
Bachelor’s Degree, General Business Major, Marketing Minor, 3.4 GPA
Idaho State University 2009 — 2011
Premier Pools & Spas September 2015 - Present
Zions Bank April 2013 - September 2015
Jacob Velasquez Insurance December 2010 - April 2013
Insurance Designers September 2008 - December 2010
New York Life Insurance Company December 2006 - September 2008
Skills
Insurance, Disability Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, General Insurance, Life Insurance, Fixed Annuities, Key Person Insurance, Medicare, Banking, Sales, Financial Services, Loans, Retail Banking, Refinance, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Marketing
Education
Boise State University 2012 — 2015
Bachelor’s Degree, General Business Major, Marketing Minor, 3.4 GPA
Idaho State University 2009 — 2011
Cynthia Engelhardt's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Education
Hudson Valley Community College 1980 — 1982
Associate of Science (A.S.), Business Administration
Colonie Central High School 1976 — 1980
Associate of Science (A.S.), Business
New York Life Insurance Company June 2015 - Present
Education
Hudson Valley Community College 1980 — 1982
Associate of Science (A.S.), Business Administration
Colonie Central High School 1976 — 1980
Associate of Science (A.S.), Business
Cheng (Alvin) Min Cheng (Alvin) Min's New York Life Insurance Company Experience June 2015 - August 2015
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - August 2015
Zolio Inc May 2015 - August 2015
Shanghai Source International Company Limited June 2014 - August 2014
Haitong Securities June 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Financial Modeling, Communication, Business Valuation, Derivatives, Working Capital..., Risk Management, Microsoft Word, Management Accounting, Financial Accounting, Leadership, C++, Matlab, Microsoft Office, Finance, PowerPoint, Financial Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Financial Engineering
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Accounting and Finance
New York Life Insurance Company June 2015 - August 2015
Zolio Inc May 2015 - August 2015
Shanghai Source International Company Limited June 2014 - August 2014
Haitong Securities June 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Financial Modeling, Communication, Business Valuation, Derivatives, Working Capital..., Risk Management, Microsoft Word, Management Accounting, Financial Accounting, Leadership, C++, Matlab, Microsoft Office, Finance, PowerPoint, Financial Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Financial Engineering
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Accounting and Finance
Gil Torres's New York Life Insurance Company Experience April 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Skills
Customer Service, Sales, Leadership, Insurance, Management, Marketing, Team Building, Sales Management, Public Speaking, Direct Sales, Solution Selling, Microsoft Office, Retirement Planning, Life Insurance, Financial Analysis, Strategy, Small Business, Strategic Planning, Marketing Strategy, Coaching, Social Networking, College Education..., Relationship Management, Key Person Insurance, 401(k) Rollovers, Asset Protection, Education Funding..., IRA Rollovers, Social Media Marketing, Term Life Insurance, Grandchild Gifting, Event Marketing Strategy, Life Insurance..., Permanent Life Insurance, Buy-sell Agreements, Workshop Facilitation, Account Management, Long-Term Care Insurance, Customer Retention, Seminar Marketing, Charitable Giving, Licensed Life Insurance..., Customer Insight, Customer Satisfaction, Whole Life Insurance, Personal Finance, Customer Relations, Wealth Transfer..., Special Needs Trusts
Education
Housatonic Community College 2012 — 2014
Associate of Science (A.S.), Physical Sciences
New York Life Insurance Company April 2015 - Present
Skills
Customer Service, Sales, Leadership, Insurance, Management, Marketing, Team Building, Sales Management, Public Speaking, Direct Sales, Solution Selling, Microsoft Office, Retirement Planning, Life Insurance, Financial Analysis, Strategy, Small Business, Strategic Planning, Marketing Strategy, Coaching, Social Networking, College Education..., Relationship Management, Key Person Insurance, 401(k) Rollovers, Asset Protection, Education Funding..., IRA Rollovers, Social Media Marketing, Term Life Insurance, Grandchild Gifting, Event Marketing Strategy, Life Insurance..., Permanent Life Insurance, Buy-sell Agreements, Workshop Facilitation, Account Management, Long-Term Care Insurance, Customer Retention, Seminar Marketing, Charitable Giving, Licensed Life Insurance..., Customer Insight, Customer Satisfaction, Whole Life Insurance, Personal Finance, Customer Relations, Wealth Transfer..., Special Needs Trusts
Education
Housatonic Community College 2012 — 2014
Associate of Science (A.S.), Physical Sciences
Tomantha Kyle Tomantha Kyle's New York Life Insurance Company Experience June 2010 - January 2014
Job Assistant Actuary at Transamerica
Industry Insurance
Experience
Transamerica September 2015 - Present
Transamerica August 2014 - Present
International Travel January 2014 - June 2014
New York Life Insurance Company June 2010 - January 2014
IABA 2010 - 2014
IABA 2010 - 2013
New York Life Insurance Company 2009 - 2009
Intel 2008 - 2008
AXA Equitable 2007 - 2007
Skills
Microsoft Excel, Life Insurance, Pricing, Data Analysis, PowerPoint, Microsoft Word, Analysis, Underwriting, Prophet, Financial Modeling
Education
Howard University 2006 — 2010
BBA, Insurance concentrating in Actuarial Science, 3.7
Stellenbosch University/Universiteit Stellenbosch 2008 — 2008
Transamerica September 2015 - Present
Transamerica August 2014 - Present
International Travel January 2014 - June 2014
New York Life Insurance Company June 2010 - January 2014
IABA 2010 - 2014
IABA 2010 - 2013
New York Life Insurance Company 2009 - 2009
Intel 2008 - 2008
AXA Equitable 2007 - 2007
Skills
Microsoft Excel, Life Insurance, Pricing, Data Analysis, PowerPoint, Microsoft Word, Analysis, Underwriting, Prophet, Financial Modeling
Education
Howard University 2006 — 2010
BBA, Insurance concentrating in Actuarial Science, 3.7
Stellenbosch University/Universiteit Stellenbosch 2008 — 2008
Greg Sparacio, ACS's New York Life Insurance Company Experience 2011 - 2015
Job Client Services Consultant at MetLife
Industry Financial Services
Experience
MetLife 2015 - Present
New York Life Insurance Company 2011 - 2015
Moose Integrated Graphics, LLC 2010 - 2011
Life Time Fitness 2009 - 2010
Poliquin Performance Center May 2009 - August 2009
Skills
Management, Personal Training, Customer Service, Leadership, Fitness, Training, Insurance, Marketing, Sales, Fundraising, Coaching, Microsoft Office, Life Insurance, Time Management, Financial Services, Employee Benefits, Voluntary Employee..., Account Management
Education
Illinois State University 2005 — 2009
Bachelor of Science
MetLife 2015 - Present
New York Life Insurance Company 2011 - 2015
Moose Integrated Graphics, LLC 2010 - 2011
Life Time Fitness 2009 - 2010
Poliquin Performance Center May 2009 - August 2009
Skills
Management, Personal Training, Customer Service, Leadership, Fitness, Training, Insurance, Marketing, Sales, Fundraising, Coaching, Microsoft Office, Life Insurance, Time Management, Financial Services, Employee Benefits, Voluntary Employee..., Account Management
Education
Illinois State University 2005 — 2009
Bachelor of Science
Kevin T. Watts,CLU,RHU,REBC's New York Life Insurance Company Experience October 1977 - January 1981
Job President @ Innovative Benefit Strategies Associate Broker @ Equity Realty
Industry Insurance
Experience
Innovative Benefit Strategies April 2014 - Present
Better Homes and Gardens Real Estate Gulf Shore February 2004 - Present
J.L. Herring & Associates, Inc September 2010 - April 2014
The Benefits Network January 1992 - May 2010
Anthem March 1984 - January 1992
The Hartford January 1981 - March 1984
New York Life Insurance Company October 1977 - January 1981
Skills
CLU, RHU, REBC, Certified Short Sales, Foreclosures, Group Health Insurance..., Insurance, Group Insurance, Residential Homes, First Time Home Buyers, Brokers, Underwriting, Employee Benefits, Short Sales, Condos, Real Estate, Self-funded, Referrals, Workers Compensation, Long-term Care, Investors, Marketing, Agents, Commercial Insurance, Property & Casualty..., Selling, Sellers, Sales, Single Family Homes, Disability Insurance, Term Life Insurance, Relocation, Investment Properties, Vacation Homes, Property, New Home Sales, Buyer Representation, REO, Waterfront, Listings, Real Property, New Homes, COBRA, 401k, 1031 Exchanges, Health Insurance, Brokerage, Townhomes, Fixed Annuities, Home Staging
Education
The American College 1983 — 1987
CLU, RHU, REBC, Life & Health Insurance
Indiana University Bloomington 1972 — 1978
Bachelor of Science (BS), Education
Scecina Memorial 1968 — 1972
Innovative Benefit Strategies April 2014 - Present
Better Homes and Gardens Real Estate Gulf Shore February 2004 - Present
J.L. Herring & Associates, Inc September 2010 - April 2014
The Benefits Network January 1992 - May 2010
Anthem March 1984 - January 1992
The Hartford January 1981 - March 1984
New York Life Insurance Company October 1977 - January 1981
Skills
CLU, RHU, REBC, Certified Short Sales, Foreclosures, Group Health Insurance..., Insurance, Group Insurance, Residential Homes, First Time Home Buyers, Brokers, Underwriting, Employee Benefits, Short Sales, Condos, Real Estate, Self-funded, Referrals, Workers Compensation, Long-term Care, Investors, Marketing, Agents, Commercial Insurance, Property & Casualty..., Selling, Sellers, Sales, Single Family Homes, Disability Insurance, Term Life Insurance, Relocation, Investment Properties, Vacation Homes, Property, New Home Sales, Buyer Representation, REO, Waterfront, Listings, Real Property, New Homes, COBRA, 401k, 1031 Exchanges, Health Insurance, Brokerage, Townhomes, Fixed Annuities, Home Staging
Education
The American College 1983 — 1987
CLU, RHU, REBC, Life & Health Insurance
Indiana University Bloomington 1972 — 1978
Bachelor of Science (BS), Education
Scecina Memorial 1968 — 1972
Mariella Queipo Colon Mariella Queipo Colon's New York Life Insurance Company Experience August 2013 - August 2014
Job Internal Wholesaler at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services August 2014 - Present
New York Life Insurance Company August 2013 - August 2014
Highmark BlueShield January 2012 - September 2013
University Research Co., LLC-Center for Human Services October 2006 - May 2012
Vanguard September 1999 - June 2002
Vanguard February 1998 - September 1999
CRA Managed Care August 1996 - November 1997
Center for Schools and Communities March 1994 - August 1996
Skills
Program Evaluation, Proposal Writing, Customer Service, Healthcare, Program Management, Life Insurance, Sales, Nonprofits, Training, Community Outreach, Policy
Education
Immaculata University 2011 — 2014
Bachelor of Arts (B.A.), Health Care Administration
Crump Life Insurance Services August 2014 - Present
New York Life Insurance Company August 2013 - August 2014
Highmark BlueShield January 2012 - September 2013
University Research Co., LLC-Center for Human Services October 2006 - May 2012
Vanguard September 1999 - June 2002
Vanguard February 1998 - September 1999
CRA Managed Care August 1996 - November 1997
Center for Schools and Communities March 1994 - August 1996
Skills
Program Evaluation, Proposal Writing, Customer Service, Healthcare, Program Management, Life Insurance, Sales, Nonprofits, Training, Community Outreach, Policy
Education
Immaculata University 2011 — 2014
Bachelor of Arts (B.A.), Health Care Administration
Michael Tanner Michael Tanner's New York Life Insurance Company Experience July 2011 - September 2013
Job We Sell Houses
Industry Transportation/Trucking/Railroad
Experience
Keller Williams August 2015 - Present
Unishippers May 2014 - Present
Pacific Capital Resource Group October 2013 - February 2014
New York Life Insurance Company July 2011 - September 2013
New York Life July 2008 - July 2011
New York Life Insurance June 2005 - June 2008
Northwest Christian Church May 2003 - May 2005
Adventure Christian Church June 2000 - May 2003
Skills
Insurance, 401k Rollovers, Public Speaking, Estate Planning, Leadership, Strategy, Team Building, Long-term Care, Retirement, Accounting, Nonprofits, Securities, Recruiting, Business Development, Training, Fixed Annuities, Long Term Care Insurance, Small Business, Retirement Planning, IRAs, Term Life Insurance, Life Insurance, Whole Life, Financial Services, 401k, Financial Planners, Disability Insurance, Series 6, Finance, Strategic Financial..., Wealth Accumulation, Management, Employee Benefits, Health Insurance, Investments, Cold Calling, Sales, Business Planning, Business Networking, CRM, Marketing, Customer Service
Education
Emmanuel School of Religion 1997 — 2000
M.Div., Theology
Hope International University 1991 — 1996
BA, Theology/Theological Studies
Keller Williams August 2015 - Present
Unishippers May 2014 - Present
Pacific Capital Resource Group October 2013 - February 2014
New York Life Insurance Company July 2011 - September 2013
New York Life July 2008 - July 2011
New York Life Insurance June 2005 - June 2008
Northwest Christian Church May 2003 - May 2005
Adventure Christian Church June 2000 - May 2003
Skills
Insurance, 401k Rollovers, Public Speaking, Estate Planning, Leadership, Strategy, Team Building, Long-term Care, Retirement, Accounting, Nonprofits, Securities, Recruiting, Business Development, Training, Fixed Annuities, Long Term Care Insurance, Small Business, Retirement Planning, IRAs, Term Life Insurance, Life Insurance, Whole Life, Financial Services, 401k, Financial Planners, Disability Insurance, Series 6, Finance, Strategic Financial..., Wealth Accumulation, Management, Employee Benefits, Health Insurance, Investments, Cold Calling, Sales, Business Planning, Business Networking, CRM, Marketing, Customer Service
Education
Emmanuel School of Religion 1997 — 2000
M.Div., Theology
Hope International University 1991 — 1996
BA, Theology/Theological Studies
Ariana Wong's New York Life Insurance Company Experience June 2015 - Present
Job New York Life Agent
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Skills
Accounting, Finance, Financial Analysis, Financial Accounting, Investments, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Teamwork, Social Networking, Management, PowerPoint, Public Speaking
Education
Humboldt State University 2014 — 2016
Business Administration: Finance
Rocklin High School 2007 — 2011
High School
New York Life Insurance Company June 2015 - Present
Skills
Accounting, Finance, Financial Analysis, Financial Accounting, Investments, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Teamwork, Social Networking, Management, PowerPoint, Public Speaking
Education
Humboldt State University 2014 — 2016
Business Administration: Finance
Rocklin High School 2007 — 2011
High School
James Blackmer's New York Life Insurance Company Experience July 2014 - Present
Job Dedicated agent with New York Life helping to protect families in Northeast Indiana, Michigan and New York.
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
Cincinnati Insurance September 2013 - December 2014
Parkview Health July 2012 - September 2013
State Farm Insurance January 2001 - July 2012
Lenawee County Sheriff's Office June 1998 - February 2000
Skills
Financial Analysis, Customer Satisfaction, Term Life Insurance, Retirement Planning, Protection Planning, Permanent Life Insurance, Skilled Multi-tasker, Life Insurance, 401k Rollovers, Insurance, Licensed to Sell..., Annuity Sales
Education
Indiana Institute of Technology 2008 — 2012
BS, Accounting
Skaneateles High School
New York Life Insurance Company July 2014 - Present
Cincinnati Insurance September 2013 - December 2014
Parkview Health July 2012 - September 2013
State Farm Insurance January 2001 - July 2012
Lenawee County Sheriff's Office June 1998 - February 2000
Skills
Financial Analysis, Customer Satisfaction, Term Life Insurance, Retirement Planning, Protection Planning, Permanent Life Insurance, Skilled Multi-tasker, Life Insurance, 401k Rollovers, Insurance, Licensed to Sell..., Annuity Sales
Education
Indiana Institute of Technology 2008 — 2012
BS, Accounting
Skaneateles High School
Josh McCall's New York Life Insurance Company Experience August 2013 - June 2014
Job Software Engineer at Source Allies Inc.
Industry Information Technology and Services
Experience
Source Allies Inc. 2014 - Present
Amida 2014 - July 2014
New York Life Insurance Company August 2013 - June 2014
Wells Fargo Home Mortgage 2014 - 2014
Practical Farmers of Iowa January 2013 - 2014
Tireless Wake 2006 - 2014
Home Towne Tech August 2012 - August 2013
Ames Laboratory 2008 - August 2013
Skills
Linux, Bash, HTML, System Administration, OS X, Virtualization, Ubuntu, Small Business, Time Management, JavaScript, PHP, MySQL, JavaScriptMVC, SASS, GruntJS, AngularJS, User Interface Design, User Experience, Wireframes, Software Prototyping, CSS, Joomla, Drupal, WordPress, PSD to Joomla, Responsive Web Design, Github, Oracle SQL Developer, Microsoft SQL Server, SAS Programming, Computer Forensics, Network Security, Data Recovery, Microsoft Office, Windows, 401k Rollovers, Licensed Life & Health..., Java, C++
Education
Iowa State University 2008 — 2013
Bachelor of Science (BS), Management Information Systems, General
Indian Hills Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Computer Forensics
Source Allies Inc. 2014 - Present
Amida 2014 - July 2014
New York Life Insurance Company August 2013 - June 2014
Wells Fargo Home Mortgage 2014 - 2014
Practical Farmers of Iowa January 2013 - 2014
Tireless Wake 2006 - 2014
Home Towne Tech August 2012 - August 2013
Ames Laboratory 2008 - August 2013
Skills
Linux, Bash, HTML, System Administration, OS X, Virtualization, Ubuntu, Small Business, Time Management, JavaScript, PHP, MySQL, JavaScriptMVC, SASS, GruntJS, AngularJS, User Interface Design, User Experience, Wireframes, Software Prototyping, CSS, Joomla, Drupal, WordPress, PSD to Joomla, Responsive Web Design, Github, Oracle SQL Developer, Microsoft SQL Server, SAS Programming, Computer Forensics, Network Security, Data Recovery, Microsoft Office, Windows, 401k Rollovers, Licensed Life & Health..., Java, C++
Education
Iowa State University 2008 — 2013
Bachelor of Science (BS), Management Information Systems, General
Indian Hills Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Computer Forensics
Jonathon Morris's New York Life Insurance Company Experience December 2014 - Present
Job Financial Representative with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
South Carolina Park Service February 2009 - December 2014
Skills
Annuity Sales, Charitable Giving, Education Funding, Life Insurance, Public Speaking, Personal Finance, Long Term Care Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Customer Service
Education
Horry-Georgetown Technical College 2010 — 2012
Associate of Arts (AA), Forestry
Tri-County Technical College 2008 — 2010
Associate of Arts (AA), General Studies
Pickens High School 2004 — 2008
High School Diploma
Holmes Bible College
Bachelor of Science (BS), Christian Ministries
New York Life Insurance Company December 2014 - Present
South Carolina Park Service February 2009 - December 2014
Skills
Annuity Sales, Charitable Giving, Education Funding, Life Insurance, Public Speaking, Personal Finance, Long Term Care Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Customer Service
Education
Horry-Georgetown Technical College 2010 — 2012
Associate of Arts (AA), Forestry
Tri-County Technical College 2008 — 2010
Associate of Arts (AA), General Studies
Pickens High School 2004 — 2008
High School Diploma
Holmes Bible College
Bachelor of Science (BS), Christian Ministries
Deborah Siegel Deborah Siegel's New York Life Insurance Company Experience May 2011 - August 2011
Job LMS Coach at Liberty Mutual Insurance and MBA Candidate at Boston University
Industry Financial Services
Experience
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance July 2012 - June 2014
New York Life Insurance Company May 2011 - August 2011
Germain Financial Associates January 2011 - April 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Portfolio Management, PowerPoint, Event Planning, General Ledger, Project Planning, Databases, Microsoft Word, Journal Entries, Account Reconciliation, Financial Analysis, Operational Reporting, Visual Basic
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2008 — 2012
Bachelors of Business Administration, Finance, Magna Cum Laude
Imperial College London 2011 — 2011
Finance
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance July 2012 - June 2014
New York Life Insurance Company May 2011 - August 2011
Germain Financial Associates January 2011 - April 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Accounting, Microsoft Excel, Portfolio Management, PowerPoint, Event Planning, General Ledger, Project Planning, Databases, Microsoft Word, Journal Entries, Account Reconciliation, Financial Analysis, Operational Reporting, Visual Basic
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2008 — 2012
Bachelors of Business Administration, Finance, Magna Cum Laude
Imperial College London 2011 — 2011
Finance
Jean Tong Jean Tong's New York Life Insurance Company Experience July 2001 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
Jatson Insurance Brokerage & Financial Corporation June 2006 - Present
New York Life Insurance Company July 2001 - Present
Northwestern Mutual Life June 2001 - June 2001
MetLife June 1992 - June 2001
Fortune Furs Inc., A division of Ying Cheong Group Inc. 1987 - 1992
Ying Cheong Group Inc. (Leather, Fur, Feather & Down, Timber, Shoes) 1980 - 1992
Skills
Microsoft Office, Risk Management, Customer Service, Sales, Investments, Financial Analysis, Finance, Insurance, Project Management, Marketing, Public Speaking, Leadership
Education
LIU Brooklyn 1976 — 1978
Major in Master of Business Administration (MBA), Minor in Secretarial Management, Fine Arts, Business Administration and Management; Corporate Secretarial Managment, Music, Paintings
Hong Kong Baptist University 1970 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jatson Insurance Brokerage & Financial Corporation June 2006 - Present
New York Life Insurance Company July 2001 - Present
Northwestern Mutual Life June 2001 - June 2001
MetLife June 1992 - June 2001
Fortune Furs Inc., A division of Ying Cheong Group Inc. 1987 - 1992
Ying Cheong Group Inc. (Leather, Fur, Feather & Down, Timber, Shoes) 1980 - 1992
Skills
Microsoft Office, Risk Management, Customer Service, Sales, Investments, Financial Analysis, Finance, Insurance, Project Management, Marketing, Public Speaking, Leadership
Education
LIU Brooklyn 1976 — 1978
Major in Master of Business Administration (MBA), Minor in Secretarial Management, Fine Arts, Business Administration and Management; Corporate Secretarial Managment, Music, Paintings
Hong Kong Baptist University 1970 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Christy (Clements) Johnson's New York Life Insurance Company Experience July 1987 - Present
Job Helping individuals in the greater Tulsa area develop a sound financial strategy
Industry Insurance
Experience
NYLIFE Securities LLC July 1987 - Present
New York Life July 1987 - Present
New York Life Insurance Company July 1987 - Present
health insurance 1995 - 2000
Skills
Retirement Planning, 401k Rollovers, Grandchild Gifting, Life Insurance, Lifetime Income..., Health Insurance
Education
Indiana University Bloomington 1963 — 1967
Bachelor's degree, Political Science and Government
Indiana University Bloomington
AB, Political Science and Government
NYLIFE Securities LLC July 1987 - Present
New York Life July 1987 - Present
New York Life Insurance Company July 1987 - Present
health insurance 1995 - 2000
Skills
Retirement Planning, 401k Rollovers, Grandchild Gifting, Life Insurance, Lifetime Income..., Health Insurance
Education
Indiana University Bloomington 1963 — 1967
Bachelor's degree, Political Science and Government
Indiana University Bloomington
AB, Political Science and Government
Wayne A. Piper Wayne A. Piper's New York Life Insurance Company Experience October 2010 - June 2014
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group June 2014 - Present
Piper Enterprises 1992 - Present
New York Life Insurance Company October 2010 - June 2014
NYLIFE Securites LLC October 2010 - June 2014
Skills
Finance, Retirement, Insurance, Investments, Retirement Planning, 401k, Life Insurance, Analysis, Securities, Financial Services, Disability Insurance, Long Term Care Insurance, Leadership, Sales, Customer Service, Financial Planning, Fixed Annuities, Mutual Funds, Estate Planning, Term Life Insurance
Education
Wayne State University
MBA, Management
Indiana State University
Master of Science (MS), Electronics
Indiana State University - School of Business
BS, Marketing
Hamilton Heights
WestPoint Financial Group June 2014 - Present
Piper Enterprises 1992 - Present
New York Life Insurance Company October 2010 - June 2014
NYLIFE Securites LLC October 2010 - June 2014
Skills
Finance, Retirement, Insurance, Investments, Retirement Planning, 401k, Life Insurance, Analysis, Securities, Financial Services, Disability Insurance, Long Term Care Insurance, Leadership, Sales, Customer Service, Financial Planning, Fixed Annuities, Mutual Funds, Estate Planning, Term Life Insurance
Education
Wayne State University
MBA, Management
Indiana State University
Master of Science (MS), Electronics
Indiana State University - School of Business
BS, Marketing
Hamilton Heights
Cameron Borgholthaus Cameron Borgholthaus's New York Life Insurance Company Experience April 2011 - October 2012
Job Loan Audit and Regulatory Compliance Officer at Beehive Federal Credit Union
Industry Banking
Experience
Beehive Federal Credit Union May 2014 - Present
Idaho Central Credit Union March 2013 - April 2014
New York Life Insurance Company April 2011 - October 2012
Skills
Underwriting, Sales, Financial Analysis, Financial Advisory, People Skills, Confidentiality, Team Leadership, Mutual Funds, Financial Services, Mortgage Lending, Accounting
Education
Idaho State University 2010 — 2012
Bachelor of Science (BS), Applied Economics
Beehive Federal Credit Union May 2014 - Present
Idaho Central Credit Union March 2013 - April 2014
New York Life Insurance Company April 2011 - October 2012
Skills
Underwriting, Sales, Financial Analysis, Financial Advisory, People Skills, Confidentiality, Team Leadership, Mutual Funds, Financial Services, Mortgage Lending, Accounting
Education
Idaho State University 2010 — 2012
Bachelor of Science (BS), Applied Economics
Daryl M. McLeod's New York Life Insurance Company Experience January 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company January 2014 - Present
Skills
Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., 401k Rollovers, Buy-sell Agreements, Estate Planning, IRA Rollovers, Key Person Insurance, Permanent Life Insurance, Retirement Planning, Risk Management, Legacy Planning, Lifetime Income..., Wealth Preservation..., Wealth Transfer..., Retirement, Insurance, Investments, Finance, Fixed Annuities, Term Life Insurance
Education
Howard University
Computer-Based Information Systems
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company January 2014 - Present
Skills
Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., 401k Rollovers, Buy-sell Agreements, Estate Planning, IRA Rollovers, Key Person Insurance, Permanent Life Insurance, Retirement Planning, Risk Management, Legacy Planning, Lifetime Income..., Wealth Preservation..., Wealth Transfer..., Retirement, Insurance, Investments, Finance, Fixed Annuities, Term Life Insurance
Education
Howard University
Computer-Based Information Systems
Ashley Breault Ashley Breault's New York Life Insurance Company Experience January 2011 - May 2011
Job District Sales Leader at PepsiCo
Industry Food & Beverages
Experience
PepsiCo April 2014 - Present
Macy's July 2013 - Present
Lo-Q, Inc. April 2008 - June 2013
MONTE BACCO GROUP 2013 - 2013
New York Life Insurance Company January 2011 - May 2011
Manhattan College September 2009 - May 2010
Skills
Microsoft Word, PowerPoint, Sales, Microsoft Office, Teamwork, Team Leadership, Sales Management, Travel Planning, ADP Payroll, Freedom, Team Building, Travel
Education
Manhattan College 2012 — 2013
Master of Business Administration (MBA)
Manhattan College 2009 — 2012
Bachelor of Science, Management and Marketing
Holyoke Community College 2010 — 2011
Non-Matriculating, General Studies
PepsiCo April 2014 - Present
Macy's July 2013 - Present
Lo-Q, Inc. April 2008 - June 2013
MONTE BACCO GROUP 2013 - 2013
New York Life Insurance Company January 2011 - May 2011
Manhattan College September 2009 - May 2010
Skills
Microsoft Word, PowerPoint, Sales, Microsoft Office, Teamwork, Team Leadership, Sales Management, Travel Planning, ADP Payroll, Freedom, Team Building, Travel
Education
Manhattan College 2012 — 2013
Master of Business Administration (MBA)
Manhattan College 2009 — 2012
Bachelor of Science, Management and Marketing
Holyoke Community College 2010 — 2011
Non-Matriculating, General Studies
Vanessa Gamella Vanessa Gamella's New York Life Insurance Company Experience April 2004 - June 2004
Job Consultant at DataRobot
Industry Information Technology and Services
Experience
DataRobot January 2013 - Present
Travelers Personal Insurance R&D January 2009 - June 2012
Travelers Personal Insurance R&D May 2008 - August 2008
Pioneer Insurance January 2007 - July 2007
City College of Calamba June 2006 - November 2006
University of the Philippines June 2005 - May 2006
New York Life Insurance Company April 2004 - June 2004
Skills
Predictive Modeling, Analytics, Pricing Elasticity..., Classification and..., P&C Insurance, Actuarial Exams, Actuarial Pricing and..., Leadership, Technical Product..., Technical Project..., Technical Project..., Technical Recruiting, Microsoft Office, SAS, Unix, Python, Pricing, Elasticity, Data Analysis, Statistics, Property & Casualty..., Statistical Modeling
Education
Illinois State University 2007 — 2008
Master of Science (MS), Mathematics
University of the Philippines 2001 — 2005
Bachelor of Science (BS), Applied Mathematics
Philippine Science High School 1997 — 2001
DataRobot January 2013 - Present
Travelers Personal Insurance R&D January 2009 - June 2012
Travelers Personal Insurance R&D May 2008 - August 2008
Pioneer Insurance January 2007 - July 2007
City College of Calamba June 2006 - November 2006
University of the Philippines June 2005 - May 2006
New York Life Insurance Company April 2004 - June 2004
Skills
Predictive Modeling, Analytics, Pricing Elasticity..., Classification and..., P&C Insurance, Actuarial Exams, Actuarial Pricing and..., Leadership, Technical Product..., Technical Project..., Technical Project..., Technical Recruiting, Microsoft Office, SAS, Unix, Python, Pricing, Elasticity, Data Analysis, Statistics, Property & Casualty..., Statistical Modeling
Education
Illinois State University 2007 — 2008
Master of Science (MS), Mathematics
University of the Philippines 2001 — 2005
Bachelor of Science (BS), Applied Mathematics
Philippine Science High School 1997 — 2001
Andrew Tagli Andrew Tagli's New York Life Insurance Company Experience January 2012 - May 2012
Job Agent Development at goHealth
Industry Insurance
Experience
GoHealth April 2012 - Present
New York Life Insurance Company January 2012 - May 2012
Urban Financial Services November 2009 - April 2010
Skills
Brokers, Series 63, Health Insurance, Licensed Life & Health..., Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Communication, Leadership, Team Building, Sales, Life Insurance, Customer Service, Mortgage Lending, Healthcare, Fixed Annuities, Finance, Employee Benefits, Retirement Planning, Marketing, Underwriting, Insurance, Coaching, Negotiation, Strategic Planning, Investment Properties, Project Management, Long-term Care, New Business Development, Technical Support, First Time Home Buyers, Public Speaking, User Friendly, Foreclosures
Education
Illinois State University 2006 — 2011
Bachelors of Science, Psychology
GoHealth April 2012 - Present
New York Life Insurance Company January 2012 - May 2012
Urban Financial Services November 2009 - April 2010
Skills
Brokers, Series 63, Health Insurance, Licensed Life & Health..., Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Communication, Leadership, Team Building, Sales, Life Insurance, Customer Service, Mortgage Lending, Healthcare, Fixed Annuities, Finance, Employee Benefits, Retirement Planning, Marketing, Underwriting, Insurance, Coaching, Negotiation, Strategic Planning, Investment Properties, Project Management, Long-term Care, New Business Development, Technical Support, First Time Home Buyers, Public Speaking, User Friendly, Foreclosures
Education
Illinois State University 2006 — 2011
Bachelors of Science, Psychology
Kristina Dittbrenner's New York Life Insurance Company Experience March 2012 - April 2013
Job Inside Admissions Representative at Automotive Training Center
Industry Higher Education
Experience
Automotive Training Center May 2013 - Present
New York Life Insurance Company March 2012 - April 2013
Salvatore Ferragamo July 2007 - December 2011
West Chester Transmissions January 2006 - July 2007
Skills
Fixed Annuities, Retirement Planning, Permanent Life Insurance, Term Life Insurance, Financial Analysis, Strategic Financial..., College Education..., Account Management, Buy-sell Agreements, Personal Financial..., Protection..., Phone Etiquette, Admissions Counseling
Education
Immaculata University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration
Downingtown East High School 2002 — 2004
Bishop Shanahan High School 2000 — 2002
Automotive Training Center May 2013 - Present
New York Life Insurance Company March 2012 - April 2013
Salvatore Ferragamo July 2007 - December 2011
West Chester Transmissions January 2006 - July 2007
Skills
Fixed Annuities, Retirement Planning, Permanent Life Insurance, Term Life Insurance, Financial Analysis, Strategic Financial..., College Education..., Account Management, Buy-sell Agreements, Personal Financial..., Protection..., Phone Etiquette, Admissions Counseling
Education
Immaculata University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration
Downingtown East High School 2002 — 2004
Bishop Shanahan High School 2000 — 2002
Kelley McCray Kelley McCray's New York Life Insurance Company Experience March 2012 - May 2013
Job Sales and Marketing Representative at Ryan Homes
Industry Real Estate
Experience
Ryan Homes June 2013 - Present
New York Life Insurance Company March 2012 - May 2013
Aflac July 1996 - March 2012
Skills
Sales, Team Building, Recruiting, Training, Customer Service, Insurance, Cold Calling, New Business Development, Sales Management, Customer Satisfaction, Employee Benefits, Customer Retention, Team Leadership, Strategic Planning, Leadership, Small Business, Selling, Marketing, Account Management, Coaching, Sales Process, Entrepreneurship, Microsoft Word, Microsoft Excel, Certified New Home..., Real Estate, Real Estate Development, Blueprint Reading, Contract Negotiation, Direct Sales, Negotiation
Education
Hondros College of Business
Ryan Homes June 2013 - Present
New York Life Insurance Company March 2012 - May 2013
Aflac July 1996 - March 2012
Skills
Sales, Team Building, Recruiting, Training, Customer Service, Insurance, Cold Calling, New Business Development, Sales Management, Customer Satisfaction, Employee Benefits, Customer Retention, Team Leadership, Strategic Planning, Leadership, Small Business, Selling, Marketing, Account Management, Coaching, Sales Process, Entrepreneurship, Microsoft Word, Microsoft Excel, Certified New Home..., Real Estate, Real Estate Development, Blueprint Reading, Contract Negotiation, Direct Sales, Negotiation
Education
Hondros College of Business
Justin Atkinson's New York Life Insurance Company Experience October 2009 - March 2010
Job Customer Care Manager at The Charmer Sunbelt Group
Industry Hospitality
Experience
The Charmer Sunbelt Group September 2015 - Present
The Charmer Sunbelt Group July 2013 - September 2015
The Charmer Sunbelt Group August 2010 - July 2013
New York Life Insurance Company October 2009 - March 2010
Skills
Project Management, Long-term Care, Call Centers, Microsoft Office, Social Media Marketing, Process Improvement, Marketing, Sales Management, Financial Analysis, Financial Services, Access, SharePoint, Forecasting, Coaching, Pricing, Sales Operations, Business Analysis, Team Leadership, Time Management, Strategic Planning, Budgets, Outlook, Public Speaking, Analysis, Employee Benefits, Microsoft Excel, SAP, Marketing Strategy, Leadership, Recruiting, Salesforce.com, Credit, Management, Sales, PowerPoint, Event Management, Inventory Management, Event Planning, Training, Microsoft Word, Account Management, CRM, Lotus Notes, Team Building, Cold Calling, Customer Service, Social Media, New Business Development, PeopleSoft, Direct Sales
Education
Howard Community College 2013 — 2016
Accounting
University of Maryland Baltimore County 2003 — 2008
B.S., Financial Economics
Pocomoke High School 1999 — 2003
The Charmer Sunbelt Group September 2015 - Present
The Charmer Sunbelt Group July 2013 - September 2015
The Charmer Sunbelt Group August 2010 - July 2013
New York Life Insurance Company October 2009 - March 2010
Skills
Project Management, Long-term Care, Call Centers, Microsoft Office, Social Media Marketing, Process Improvement, Marketing, Sales Management, Financial Analysis, Financial Services, Access, SharePoint, Forecasting, Coaching, Pricing, Sales Operations, Business Analysis, Team Leadership, Time Management, Strategic Planning, Budgets, Outlook, Public Speaking, Analysis, Employee Benefits, Microsoft Excel, SAP, Marketing Strategy, Leadership, Recruiting, Salesforce.com, Credit, Management, Sales, PowerPoint, Event Management, Inventory Management, Event Planning, Training, Microsoft Word, Account Management, CRM, Lotus Notes, Team Building, Cold Calling, Customer Service, Social Media, New Business Development, PeopleSoft, Direct Sales
Education
Howard Community College 2013 — 2016
Accounting
University of Maryland Baltimore County 2003 — 2008
B.S., Financial Economics
Pocomoke High School 1999 — 2003
Gideon Pell's New York Life Insurance Company Experience September 2012 - June 2015
Job Chief Risk Officer | Enterprise Risk Management and Investment Risk Expert
Industry Investment Management
Experience
New York Life Insurance Company September 2012 - June 2015
New York Life Insurance Company 2000 - 2012
Republic National Bank 1997 - 2000
Republic National Bank 1995 - 1996
Republic National Bank 1994 - 1995
Republic National Bank 1993 - 1994
KPMG 1980 - 1992
Skills
Enterprise Risk..., Risk Assessments, Market Risk, Credit Risk, Operational Risk, Liquidity Risk, Stress Testing, Financial Accounting, Financial Regulation, Solvency II, Insurance Regulatory, Investment Management, Insurance, Asset Liability..., Investment Policy, Hedging, ALM, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Risk Assessment, Investments
Education
Imperial College London
BSc
NYU Stern School of Business
Graduate courses
New York Life Insurance Company September 2012 - June 2015
New York Life Insurance Company 2000 - 2012
Republic National Bank 1997 - 2000
Republic National Bank 1995 - 1996
Republic National Bank 1994 - 1995
Republic National Bank 1993 - 1994
KPMG 1980 - 1992
Skills
Enterprise Risk..., Risk Assessments, Market Risk, Credit Risk, Operational Risk, Liquidity Risk, Stress Testing, Financial Accounting, Financial Regulation, Solvency II, Insurance Regulatory, Investment Management, Insurance, Asset Liability..., Investment Policy, Hedging, ALM, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Risk Assessment, Investments
Education
Imperial College London
BSc
NYU Stern School of Business
Graduate courses
Sean Moser Sean Moser's New York Life Insurance Company Experience December 2012 - February 2013
Job Customer Service Representative at Music & Arts
Industry Marketing and Advertising
Experience
Music & Arts March 2014 - Present
CVS Pharmacy August 2013 - Present
New York Life Insurance Company December 2012 - February 2013
Lacrosse evolution September 2011 - November 2012
ESF Summer Camps May 2008 - August 2011
CVS Caremark Corporation October 2009 - March 2011
ATD American Co. May 2005 - August 2007
Skills
PowerPoint, Marketing, Public Speaking, Microsoft Office, Coaching, Customer Service, Event Planning, Leadership, Microsoft Excel, Social Networking
Education
Immaculata University 2007 — 2012
Music & Arts March 2014 - Present
CVS Pharmacy August 2013 - Present
New York Life Insurance Company December 2012 - February 2013
Lacrosse evolution September 2011 - November 2012
ESF Summer Camps May 2008 - August 2011
CVS Caremark Corporation October 2009 - March 2011
ATD American Co. May 2005 - August 2007
Skills
PowerPoint, Marketing, Public Speaking, Microsoft Office, Coaching, Customer Service, Event Planning, Leadership, Microsoft Excel, Social Networking
Education
Immaculata University 2007 — 2012
Krishnamurthy Prasad, CFP® Krishnamurthy Prasad, CFP®'s New York Life Insurance Company Experience July 1998 - Present
Job Financial Adviser
Industry Financial Services
Experience
New York Life Insurance Company July 1998 - Present
Ventrex, Portland. Maine September 1985 - August 1987
BD October 1981 - September 1983
Skills
Estate Planning, Retirement, IRAs, Fixed Annuities, Retirement Planning, Finance, Long Term Care Insurance, Investments, Life Insurance, Insurance, Financial Services, Underwriting, Disability Insurance, Financial Planners, Series 6, Securities, Strategic Financial..., College Savings Plans, Wealth Accumulation, Mutual Funds, Long-term Care, Term Life Insurance
Education
Indian Institute of Science 1969 — 1975
PhD., Biochemistry & Immunology
Bal Vinay Mandir, Indore, MP, India 1956 — 1964
High School, Physical Sciences
New York Life Insurance Company July 1998 - Present
Ventrex, Portland. Maine September 1985 - August 1987
BD October 1981 - September 1983
Skills
Estate Planning, Retirement, IRAs, Fixed Annuities, Retirement Planning, Finance, Long Term Care Insurance, Investments, Life Insurance, Insurance, Financial Services, Underwriting, Disability Insurance, Financial Planners, Series 6, Securities, Strategic Financial..., College Savings Plans, Wealth Accumulation, Mutual Funds, Long-term Care, Term Life Insurance
Education
Indian Institute of Science 1969 — 1975
PhD., Biochemistry & Immunology
Bal Vinay Mandir, Indore, MP, India 1956 — 1964
High School, Physical Sciences
KB Sareen KB Sareen's New York Life Insurance Company Experience August 1984 - Present
Job Managing Partner at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 1984 - Present
Skills
Retirement, Public Speaking, Recruiting, Management, Strategic Planning, Retirement Planning, Fixed Annuities, Customer Service
Education
Indian Institute of Foreign Trade 1969 — 1971
Post Graduate, Management and International Marketing
St. Xavier's College, Culcutta University
New York Life Insurance Company August 1984 - Present
Skills
Retirement, Public Speaking, Recruiting, Management, Strategic Planning, Retirement Planning, Fixed Annuities, Customer Service
Education
Indian Institute of Foreign Trade 1969 — 1971
Post Graduate, Management and International Marketing
St. Xavier's College, Culcutta University
Sharon Gore Sharon Gore's New York Life Insurance Company Experience June 2014 - Present
Job IPS/New Business Representative at New York Life
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
Sony Pictures Entertainment March 2002 - October 2010
Allstate Legal January 1996 - February 2001
Skills
Training, Marketing, Customer Service, Analysis, Start-ups, Sales Operations, Sales, Advertising, New Business Development
Education
Howard University
BA -, School of Communications
New York Life Insurance Company June 2014 - Present
Sony Pictures Entertainment March 2002 - October 2010
Allstate Legal January 1996 - February 2001
Skills
Training, Marketing, Customer Service, Analysis, Start-ups, Sales Operations, Sales, Advertising, New Business Development
Education
Howard University
BA -, School of Communications
Anuradha - Chattaraj (Sengupta)'s New York Life Insurance Company Experience August 2013 - Present
Job Senior Data Solution Architect, Enterprise Technology
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
Morgan Stanley February 2011 - August 2013
Lord Abbett October 2005 - February 2011
Bearing Point November 2004 - October 2005
Target April 2004 - November 2004
APAC Customer Services February 2001 - December 2003
Tata Consultancy Services February 1998 - February 2001
Skills
Data Warehousing, Business Intelligence, Oracle, ETL, Data Analysis, Database Design, Perl, Unix Shell Scripting, Business Analysis, Unix, Hadoop, Business Objects, Resource Management, Data Warehouse..., OBIEE, Master Data Management, IT Strategy, Microsoft SQL Server, Systems Analysis, Project Management, SQL Server 2000-2008, Agile Project Management, Offshore Project..., Instrumentation, Data Management, DB2/SQL, Seismic Design, Information Architecture, Tableau, Data Visualization, Teradata Data Warehouse, Metadata Workbench, Data Strategies, Spotfire
Education
Indian Institute of Technology, Kharagpur 1996 — 1998
M.Tech
Jalpaiguri Govt. engg. college 1992 — 1996
B.E, Civil engineering
New York Life Insurance Company August 2013 - Present
Morgan Stanley February 2011 - August 2013
Lord Abbett October 2005 - February 2011
Bearing Point November 2004 - October 2005
Target April 2004 - November 2004
APAC Customer Services February 2001 - December 2003
Tata Consultancy Services February 1998 - February 2001
Skills
Data Warehousing, Business Intelligence, Oracle, ETL, Data Analysis, Database Design, Perl, Unix Shell Scripting, Business Analysis, Unix, Hadoop, Business Objects, Resource Management, Data Warehouse..., OBIEE, Master Data Management, IT Strategy, Microsoft SQL Server, Systems Analysis, Project Management, SQL Server 2000-2008, Agile Project Management, Offshore Project..., Instrumentation, Data Management, DB2/SQL, Seismic Design, Information Architecture, Tableau, Data Visualization, Teradata Data Warehouse, Metadata Workbench, Data Strategies, Spotfire
Education
Indian Institute of Technology, Kharagpur 1996 — 1998
M.Tech
Jalpaiguri Govt. engg. college 1992 — 1996
B.E, Civil engineering
Dan Becher Dan Becher's New York Life Insurance Company Experience November 2011 - September 2012
Job Document Imaging Associate at Novitex Enterprise Solutions
Industry Outsourcing/Offshoring
Experience
Novitex Enterprise Solutions October 2012 - Present
New York Life Insurance Company November 2011 - September 2012
accessABILITY Center for Independent Living, Inc. June 2011 - September 2011
Skills
Customer Service, Customer Satisfaction, Maintaining..., Sports Enthusiast, Market Research, Marketing Communications, Team Leadership, Team Motivation, Microsoft Office
Education
Marian University 2008 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Holy Cross College 2006 — 2008
Novitex Enterprise Solutions October 2012 - Present
New York Life Insurance Company November 2011 - September 2012
accessABILITY Center for Independent Living, Inc. June 2011 - September 2011
Skills
Customer Service, Customer Satisfaction, Maintaining..., Sports Enthusiast, Market Research, Marketing Communications, Team Leadership, Team Motivation, Microsoft Office
Education
Marian University 2008 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Holy Cross College 2006 — 2008
Amit Girdhar's New York Life Insurance Company Experience December 2013 - Present
Job
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company March 2012 - December 2013
Collabera March 2012 - December 2013
Stonehenge Resources, LLC June 2009 - February 2012
Sanofi June 2009 - December 2011
Fidelity National Information Services September 2008 - June 2009
CSC Covansys Corporation October 2002 - June 2009
Merrill Lynch October 2002 - August 2008
Innotrex September 1999 - October 2002
BNY Mellon October 2000 - July 2002
Skills
SDLC, Enterprise Architecture, Software Project..., Requirements Analysis, Business Analysis, Resource Management, Agile Methodologies, SharePoint, .NET, Web Development, Intranet Portals, Visual Studio, TFS, ASP.NET, ASP, Microsoft SQL Server, C#, VB.NET, Visual Basic, IIS, Microsoft Office, Windows, Solution Architecture, Management, Integration, Visio, Software Development, Project Management
Education
Indian Institute of Technology, Roorkee 1994 — 1996
ME, Systems Engineering and Operations Research
Motilal Nehru National Institute Of Technology 1990 — 1994
BE, Electrical Engineering
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company March 2012 - December 2013
Collabera March 2012 - December 2013
Stonehenge Resources, LLC June 2009 - February 2012
Sanofi June 2009 - December 2011
Fidelity National Information Services September 2008 - June 2009
CSC Covansys Corporation October 2002 - June 2009
Merrill Lynch October 2002 - August 2008
Innotrex September 1999 - October 2002
BNY Mellon October 2000 - July 2002
Skills
SDLC, Enterprise Architecture, Software Project..., Requirements Analysis, Business Analysis, Resource Management, Agile Methodologies, SharePoint, .NET, Web Development, Intranet Portals, Visual Studio, TFS, ASP.NET, ASP, Microsoft SQL Server, C#, VB.NET, Visual Basic, IIS, Microsoft Office, Windows, Solution Architecture, Management, Integration, Visio, Software Development, Project Management
Education
Indian Institute of Technology, Roorkee 1994 — 1996
ME, Systems Engineering and Operations Research
Motilal Nehru National Institute Of Technology 1990 — 1994
BE, Electrical Engineering
Mark N. Howard's New York Life Insurance Company Experience January 2013 - Present
Job Helping High NetWorth Individuals & Businesses "Keep Good Going" with Effective Protection and Financial strategies.
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
The Kellogg Alumni Club of Dallas-Fort Worth August 2013 - Present
NBMBAA DFW Chapter January 2014 - Present
YMCA of McKinney 2003 - Present
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, MM, Entrepreneurship, Finance & Marketing
University of Illinois at Urbana-Champaign 1990 — 1992
MSEE, Electrical Engineering
Howard University 1985 — 1990
BSEE, Electrical Engineering, Music Minor
Mc Kinney Leadership Class 2008 — 2009
Bishop Lynch High School 1981 — 1985
Richardson Junior High School 1979 — 1981
New York Life Insurance Company January 2013 - Present
The Kellogg Alumni Club of Dallas-Fort Worth August 2013 - Present
NBMBAA DFW Chapter January 2014 - Present
YMCA of McKinney 2003 - Present
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, MM, Entrepreneurship, Finance & Marketing
University of Illinois at Urbana-Champaign 1990 — 1992
MSEE, Electrical Engineering
Howard University 1985 — 1990
BSEE, Electrical Engineering, Music Minor
Mc Kinney Leadership Class 2008 — 2009
Bishop Lynch High School 1981 — 1985
Richardson Junior High School 1979 — 1981
Lisa Bertaux's New York Life Insurance Company Experience June 2004 - Present
Job Director New York Life Insurance
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2004 - Present
GDA Consulting 2000 - 2003
Electronic Data Systems 1995 - 1999
Quaker Oats 1991 - 1995
EDS 1989 - 1991
Skills
Vendor Management, SDLC, Software Project..., IT Strategy, Requirements Analysis, Business Analysis, Software Development, Project Management, E-commerce, Business Intelligence, Integration, Program Management, Data Warehousing, Testing, SQL, Microsoft SQL Server, Enterprise Software, Crystal Reports, Data Modeling, Databases
Education
Illinois State University 1985 — 1989
Bachelor of Science, Marketing
Illinois State University
New York Life Insurance Company June 2004 - Present
GDA Consulting 2000 - 2003
Electronic Data Systems 1995 - 1999
Quaker Oats 1991 - 1995
EDS 1989 - 1991
Skills
Vendor Management, SDLC, Software Project..., IT Strategy, Requirements Analysis, Business Analysis, Software Development, Project Management, E-commerce, Business Intelligence, Integration, Program Management, Data Warehousing, Testing, SQL, Microsoft SQL Server, Enterprise Software, Crystal Reports, Data Modeling, Databases
Education
Illinois State University 1985 — 1989
Bachelor of Science, Marketing
Illinois State University
Ayesha James's New York Life Insurance Company Experience February 2014 - Present
Job Senior Administrative Assistant
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Grant Thornton LLP June 2010 - February 2014
North Carolina Mutual Life Insurance Company January 2008 - May 2010
Network Appliance January 2007 - August 2007
Credit Suisse 2006 - 2007
Executive Assistant August 2001 - September 2005
MultiPlan, Inc September 2000 - August 2001
American Museum of Natural June 1999 - September 2000
Skills
Travel Arrangements, Human Resources, Microsoft Excel, Visio, Recruiting, Microsoft Word, Microsoft Publisher, Microsoft Office, Training, Concur, Sales Logix,..., HRP, People Click, eHR..., Insight, Events Coordination, Coordinate Meetings, Market Research, Tax Returns, Cross Selling, Social Media, Onboarding, Full-life Cycle..., OneView, Proposal Support, Lotus Notes
Education
Howard University 1995 — 1999
Bachelor of Arts (B.A.), History
New York Life Insurance Company February 2014 - Present
Grant Thornton LLP June 2010 - February 2014
North Carolina Mutual Life Insurance Company January 2008 - May 2010
Network Appliance January 2007 - August 2007
Credit Suisse 2006 - 2007
Executive Assistant August 2001 - September 2005
MultiPlan, Inc September 2000 - August 2001
American Museum of Natural June 1999 - September 2000
Skills
Travel Arrangements, Human Resources, Microsoft Excel, Visio, Recruiting, Microsoft Word, Microsoft Publisher, Microsoft Office, Training, Concur, Sales Logix,..., HRP, People Click, eHR..., Insight, Events Coordination, Coordinate Meetings, Market Research, Tax Returns, Cross Selling, Social Media, Onboarding, Full-life Cycle..., OneView, Proposal Support, Lotus Notes
Education
Howard University 1995 — 1999
Bachelor of Arts (B.A.), History
Doug Worley's New York Life Insurance Company Experience September 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
H&R BLock June 2002 - July 2006
Sarcom, Inc June 2001 - June 2002
Hallmark Cards June 2000 - June 2001
Mix Inc (A subsidiary of Hallmark Cards) 1999 - 2000
Education
Indiana University Bloomington 1984 — 1988
New York Life Insurance Company September 2012 - Present
H&R BLock June 2002 - July 2006
Sarcom, Inc June 2001 - June 2002
Hallmark Cards June 2000 - June 2001
Mix Inc (A subsidiary of Hallmark Cards) 1999 - 2000
Education
Indiana University Bloomington 1984 — 1988
Ed Kamholz's New York Life Insurance Company Experience Director - UnderwritingDMay 2008 - September 2012
Job Corporate VP Underwriting at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company Director - UnderwritingDMay 2008 - September 2012
Skills
Insurance, Financial Analysis, Strategic Planning, Accounting, Budgets
Education
Illinois State University 1977 — 1981
New York Life Insurance Company Director - UnderwritingDMay 2008 - September 2012
Skills
Insurance, Financial Analysis, Strategic Planning, Accounting, Budgets
Education
Illinois State University 1977 — 1981
Ronald Edwards's New York Life Insurance Company Experience January 2008 - July 2008
Job Financial Analyst III at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard May 2012 - Present
Dell May 2011 - August 2011
OnPoint March 2010 - May 2011
Business & Scientific Information Systems, Inc. March 2009 - December 2009
New York Life Insurance Company January 2008 - July 2008
Skills
Analysis, Finance, Business Process..., Budgets
Education
Howard University 2010 — 2013
MBA, Finance
University of Maryland College Park 2002 — 2006
Hewlett-Packard May 2012 - Present
Dell May 2011 - August 2011
OnPoint March 2010 - May 2011
Business & Scientific Information Systems, Inc. March 2009 - December 2009
New York Life Insurance Company January 2008 - July 2008
Skills
Analysis, Finance, Business Process..., Budgets
Education
Howard University 2010 — 2013
MBA, Finance
University of Maryland College Park 2002 — 2006
Judith H. Vereen, MBA, CLTC's New York Life Insurance Company Experience January 2004 - Present
Job Passionate Financial Services Professional helping businesses and families in the Baltimore, MD and Washington DC areas.
Industry Financial Services
Experience
New York Life Insurance Company January 2004 - Present
NYLIFE Securites LLC January 2004 - Present
Skills
Licensed in Long Term..., Business Insurance..., Supplements to Employee..., Business Networking, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Key Person Insurance, Investments, 401(k) Rollovers, Life Insurance..., Permanent Life Insurance, Term Life Insurance, Lifetime Income..., Annuity Sales, Retirement Planning, IRA Rollovers, Estate Planning, Gifting Strategies, Grandchild Gifting, Multi-Generational..., Networking, Public Speaking, Seminar Marketing, Workshop Facilitation, Writing
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Howard University
Bachelor's Degree, Business Administration
New York Life Insurance Company January 2004 - Present
NYLIFE Securites LLC January 2004 - Present
Skills
Licensed in Long Term..., Business Insurance..., Supplements to Employee..., Business Networking, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Key Person Insurance, Investments, 401(k) Rollovers, Life Insurance..., Permanent Life Insurance, Term Life Insurance, Lifetime Income..., Annuity Sales, Retirement Planning, IRA Rollovers, Estate Planning, Gifting Strategies, Grandchild Gifting, Multi-Generational..., Networking, Public Speaking, Seminar Marketing, Workshop Facilitation, Writing
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Howard University
Bachelor's Degree, Business Administration
Kathleen Hepburn Yanevich, CPA's New York Life Insurance Company Experience March 1999 - November 2000
Job Owner, Kathleen H. Yanevich, CPA, LLC
Industry Accounting
Experience
Kathleen Hepburn Yanevich, CPA, LLC June 2003 - Present
Progress Telecom/Level 3 November 2000 - November 2003
New York Life Insurance Company March 1999 - November 2000
Travelers June 1997 - March 1999
Skills
Accounting, Financial Reporting, Microsoft Excel, GAAP, Tax Preparation, Financial Analysis, Process Improvement, General Ledger, Finance, Financial Accounting, Cash Flow, Auditing, Fixed Assets, Small Business, Budgets, Financial Modeling, Forecasting, Managerial Finance
Education
University of South Florida 2000 — 2002
5th year for CPA exam, Accounting
Immaculata University 1993 — 1997
B.A., International Business / French
Red Bank Catholic High School 1989 — 1993
Holy Cross School 1979 — 1989
Kathleen Hepburn Yanevich, CPA, LLC June 2003 - Present
Progress Telecom/Level 3 November 2000 - November 2003
New York Life Insurance Company March 1999 - November 2000
Travelers June 1997 - March 1999
Skills
Accounting, Financial Reporting, Microsoft Excel, GAAP, Tax Preparation, Financial Analysis, Process Improvement, General Ledger, Finance, Financial Accounting, Cash Flow, Auditing, Fixed Assets, Small Business, Budgets, Financial Modeling, Forecasting, Managerial Finance
Education
University of South Florida 2000 — 2002
5th year for CPA exam, Accounting
Immaculata University 1993 — 1997
B.A., International Business / French
Red Bank Catholic High School 1989 — 1993
Holy Cross School 1979 — 1989
Kendra Quinn's New York Life Insurance Company Experience January 2011 - Present
Job Customer Service Representative II at New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company January 2011 - Present
Verizon October 2007 - October 2010
TWM Publishing, Inc. February 2008 - February 2009
Verizon March 2005 - September 2007
Verizon April 2004 - March 2005
Verizon June 2002 - April 2004
Protonic.com March 2001 - August 2002
Wellsco, Inc July 2001 - June 2002
Westaff June 2001 - July 2001
RWJ & Associates November 1999 - December 1999
Skills
Troubleshooting, Access, Training, Lotus Notes, Analysis, Networking, Software Documentation
Education
Illinois State University 1995 — 2001
Bachelor of Science, Business Administration
Northwestern CollegeSt 1993 — 1995
Business Administration
New York Life Insurance Company January 2011 - Present
Verizon October 2007 - October 2010
TWM Publishing, Inc. February 2008 - February 2009
Verizon March 2005 - September 2007
Verizon April 2004 - March 2005
Verizon June 2002 - April 2004
Protonic.com March 2001 - August 2002
Wellsco, Inc July 2001 - June 2002
Westaff June 2001 - July 2001
RWJ & Associates November 1999 - December 1999
Skills
Troubleshooting, Access, Training, Lotus Notes, Analysis, Networking, Software Documentation
Education
Illinois State University 1995 — 2001
Bachelor of Science, Business Administration
Northwestern CollegeSt 1993 — 1995
Business Administration
Rebecca Lerma's New York Life Insurance Company Experience September 2006 - Present
Job Expert Financial Facilitator
Industry Financial Services
Experience
New York Life Insurance Company September 2006 - Present
Northside ISD June 2001 - June 2006
Education
Houston Baptist University 2001 — 2003
Masters, Curriculum and Instruction
The University of Texas at San Antonio 1979 — 1982
B.A., Education
New York Life Insurance Company September 2006 - Present
Northside ISD June 2001 - June 2006
Education
Houston Baptist University 2001 — 2003
Masters, Curriculum and Instruction
The University of Texas at San Antonio 1979 — 1982
B.A., Education
Nita Siva's New York Life Insurance Company Experience August 2009 - February 2011
Job Associate at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP October 2013 - Present
FINRA Investor Justice and Education Clinic August 2012 - May 2013
Kirkland & Ellis LLP May 2012 - August 2012
Howard University Law School 2011 - 2012
Federal Trade Commission May 2011 - August 2011
New York Life Insurance Company August 2009 - February 2011
Skills
Leadership, Legal Research, Legal Writing, Research, Westlaw, Financial Analysis, Due Diligence, Public Speaking
Education
Howard University School of Law 2011 — 2013
Doctor of Law (J.D.)
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2009
BS, Finance, International Studies
The London School of Economics and Political Science (LSE) 2007 — 2007
Kirkland & Ellis LLP October 2013 - Present
FINRA Investor Justice and Education Clinic August 2012 - May 2013
Kirkland & Ellis LLP May 2012 - August 2012
Howard University Law School 2011 - 2012
Federal Trade Commission May 2011 - August 2011
New York Life Insurance Company August 2009 - February 2011
Skills
Leadership, Legal Research, Legal Writing, Research, Westlaw, Financial Analysis, Due Diligence, Public Speaking
Education
Howard University School of Law 2011 — 2013
Doctor of Law (J.D.)
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2009
BS, Finance, International Studies
The London School of Economics and Political Science (LSE) 2007 — 2007
Brandon Litherland's New York Life Insurance Company Experience January 2005 - March 2008
Job Sales Representative at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew June 2014 - Present
Pacific Medical October 2010 - June 2014
Zimmer April 2008 - September 2010
New York Life Insurance Company January 2005 - March 2008
Skills
Sports Medicine, Business Strategy, Microsoft Office, New Business Development, Leadership, Surgery, Biologics, Sales Management, Outlook, PowerPoint, Healthcare, Sales, Inventory Management, Customer Service, Software Documentation, Account Management, Cold Calling, Contract Negotiation, Orthopedic, Sales Operations
Education
Indiana University Bloomington 1998 — 2002
BS Public Affairs, Public and Environmental Affairs
Smith & Nephew June 2014 - Present
Pacific Medical October 2010 - June 2014
Zimmer April 2008 - September 2010
New York Life Insurance Company January 2005 - March 2008
Skills
Sports Medicine, Business Strategy, Microsoft Office, New Business Development, Leadership, Surgery, Biologics, Sales Management, Outlook, PowerPoint, Healthcare, Sales, Inventory Management, Customer Service, Software Documentation, Account Management, Cold Calling, Contract Negotiation, Orthopedic, Sales Operations
Education
Indiana University Bloomington 1998 — 2002
BS Public Affairs, Public and Environmental Affairs
Belinda Palmer's New York Life Insurance Company Experience July 2012 - May 2014
Job Director Employee Relations at McGraw Hill Financial
Industry Insurance
Experience
McGraw Hill Financial October 2014 - Present
New York Life Insurance Company July 2012 - May 2014
UBS Investment Bank July 2006 - June 2012
JP Morgan Chase September 1991 - June 2006
Skills
Leadership Development;..., Workforce Planning, Competency Assessment, Leadership Development, Employment Law, Career Counseling, Organizational Design, Human Resources, Employee Relations, Succession Planning, Coaching, Deferred Compensation, Training, Talent Management, PeopleSoft, Career Development, Personnel Management, New Hire Orientations, Leadership, Employer Branding, Recruiting, Management
Education
Howard University
BA, English
Howard University School of Law
Juris Doctor, Law
McGraw Hill Financial October 2014 - Present
New York Life Insurance Company July 2012 - May 2014
UBS Investment Bank July 2006 - June 2012
JP Morgan Chase September 1991 - June 2006
Skills
Leadership Development;..., Workforce Planning, Competency Assessment, Leadership Development, Employment Law, Career Counseling, Organizational Design, Human Resources, Employee Relations, Succession Planning, Coaching, Deferred Compensation, Training, Talent Management, PeopleSoft, Career Development, Personnel Management, New Hire Orientations, Leadership, Employer Branding, Recruiting, Management
Education
Howard University
BA, English
Howard University School of Law
Juris Doctor, Law
Jeri Lyn Gilchrest's New York Life Insurance Company Experience 1997 - 2000
Job Sr. Client Account Manager at First Niagara Benefits Consulting
Industry Insurance
Experience
First Niagara Benefits Consulting July 2002 - Present
NYS Public Employees Federation 2000 - 2002
New York Life Insurance Company 1997 - 2000
Resource Advantage, Inc. 1993 - 1998
Skills
Employee Benefits, Life & Health Insurance..., Health Insurance, Medicare Part D, Medicare Advantage, Health Savings Accounts, Customer Retention, Benefits Administration, Account Management, Health Care Reform, Marketing, Healthcare, Microsoft Office, Negotiation, Stop Loss
Education
Bethlehem Central School District 1974 — 1978
Regents High School Diploma, Business Administration and Management, General, K-12
Hudson Valley Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
The Sage Colleges - Russell Sage College
Bachelor of Science (B.S.), Business Administration and Management, General
First Niagara Benefits Consulting July 2002 - Present
NYS Public Employees Federation 2000 - 2002
New York Life Insurance Company 1997 - 2000
Resource Advantage, Inc. 1993 - 1998
Skills
Employee Benefits, Life & Health Insurance..., Health Insurance, Medicare Part D, Medicare Advantage, Health Savings Accounts, Customer Retention, Benefits Administration, Account Management, Health Care Reform, Marketing, Healthcare, Microsoft Office, Negotiation, Stop Loss
Education
Bethlehem Central School District 1974 — 1978
Regents High School Diploma, Business Administration and Management, General, K-12
Hudson Valley Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
The Sage Colleges - Russell Sage College
Bachelor of Science (B.S.), Business Administration and Management, General
Marcos Moros's New York Life Insurance Company Experience October 2009 - April 2011
Job Finance & Accounting Manager at Kizer Energy Inc.
Industry Oil & Energy
Experience
Stork Technical Services 2013 - Present
Kizer Energy Inc. May 2010 - August 2013
New York Life Insurance Company October 2009 - April 2011
BP September 2006 - August 2007
BP July 2001 - September 2006
Benton Vinccler, C.A. January 1996 - July 2001
Lagoven, S.A. 1991 - 1993
Skills
Strategic Planning, Financial Analysis, Forecasting, Cash Flow, Budgets, Accounting, Analysis, Internal Controls, Process Improvement, Project Planning, Management, Contract Management, Strategic Financial..., Tax, Finance, Team Building, Financial Reporting, Financial Audits, Risk Management, Project Control, Internal Audit, Auditing, Due Diligence, Sarbanes-Oxley Act, Risk Assessment, Accounts Receivable, Financial Risk, Mergers & Acquisitions, Business Process..., Financial Modeling, Business Planning, Petroleum, Energy, Account Reconciliation, Supervisory Skills, Business Strategy, Cost Control, Accounts Payable, Project Finance, Variance Analysis, SAP, Financial Accounting, Banking, Performance Management, Payroll, General Ledger, ERP, Management Consulting, Valuation, Managerial Finance
Education
University of Houston 2012 — 2014
Certificate of Accountancy Program
University of Arizona 1982 — 1986
Bachelor of Science, Business Administration
Houston Community College
Stork Technical Services 2013 - Present
Kizer Energy Inc. May 2010 - August 2013
New York Life Insurance Company October 2009 - April 2011
BP September 2006 - August 2007
BP July 2001 - September 2006
Benton Vinccler, C.A. January 1996 - July 2001
Lagoven, S.A. 1991 - 1993
Skills
Strategic Planning, Financial Analysis, Forecasting, Cash Flow, Budgets, Accounting, Analysis, Internal Controls, Process Improvement, Project Planning, Management, Contract Management, Strategic Financial..., Tax, Finance, Team Building, Financial Reporting, Financial Audits, Risk Management, Project Control, Internal Audit, Auditing, Due Diligence, Sarbanes-Oxley Act, Risk Assessment, Accounts Receivable, Financial Risk, Mergers & Acquisitions, Business Process..., Financial Modeling, Business Planning, Petroleum, Energy, Account Reconciliation, Supervisory Skills, Business Strategy, Cost Control, Accounts Payable, Project Finance, Variance Analysis, SAP, Financial Accounting, Banking, Performance Management, Payroll, General Ledger, ERP, Management Consulting, Valuation, Managerial Finance
Education
University of Houston 2012 — 2014
Certificate of Accountancy Program
University of Arizona 1982 — 1986
Bachelor of Science, Business Administration
Houston Community College
David Hartwell III's New York Life Insurance Company Experience May 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
Cub Scout Pack 2020 May 2015 - Present
New York Life Insurance Company May 2014 - Present
US Army September 2008 - Present
Forest Park Fire Department March 2008 - March 2014
Alexandria Professional Firefighters - IAFF Local 2141 November 2004 - June 2007
Skills
Education Funding, Wealth Preservation, Succession Planning, Multi-generational..., Education Funding..., Wealth Preservation..., Financial Services, Life Insurance...
Education
Northern Virginia Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Paramedicine
Howard University 1998 — 1999
Post Graduate Studies, Physical and Biological Anthropology
Morehouse College 1989 — 1995
B.S., Science
Appling County Comprehensive High School
Appling County Comprehensive High School
Cub Scout Pack 2020 May 2015 - Present
New York Life Insurance Company May 2014 - Present
US Army September 2008 - Present
Forest Park Fire Department March 2008 - March 2014
Alexandria Professional Firefighters - IAFF Local 2141 November 2004 - June 2007
Skills
Education Funding, Wealth Preservation, Succession Planning, Multi-generational..., Education Funding..., Wealth Preservation..., Financial Services, Life Insurance...
Education
Northern Virginia Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Paramedicine
Howard University 1998 — 1999
Post Graduate Studies, Physical and Biological Anthropology
Morehouse College 1989 — 1995
B.S., Science
Appling County Comprehensive High School
Appling County Comprehensive High School
David Hanes's New York Life Insurance Company Experience January 2011 - June 2014
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group June 2014 - Present
New York Life Insurance Company January 2011 - June 2014
Worldwide Financial Reporting January 2009 - January 2011
Technicolor USA, Inc November 2007 - November 2009
Technicolor November 2007 - October 2009
Technicolor USA, Inc January 2001 - January 2007
Technicolor USA, Inc January 1998 - January 2001
Technicolor USA, Inc January 1997 - January 1998
Technicolor USA, Inc January 1993 - January 1997
Technicolor USA, Inc January 1986 - January 1993
Skills
Financial Analysis, Inventory Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Variance Analysis, Strategic Financial..., Sales, Finance
Education
Indiana University - Kelley School of Business 1972 — 1977
BS, Accounting
WestPoint Financial Group June 2014 - Present
New York Life Insurance Company January 2011 - June 2014
Worldwide Financial Reporting January 2009 - January 2011
Technicolor USA, Inc November 2007 - November 2009
Technicolor November 2007 - October 2009
Technicolor USA, Inc January 2001 - January 2007
Technicolor USA, Inc January 1998 - January 2001
Technicolor USA, Inc January 1997 - January 1998
Technicolor USA, Inc January 1993 - January 1997
Technicolor USA, Inc January 1986 - January 1993
Skills
Financial Analysis, Inventory Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Variance Analysis, Strategic Financial..., Sales, Finance
Education
Indiana University - Kelley School of Business 1972 — 1977
BS, Accounting
Jim Franson's New York Life Insurance Company Experience February 1991 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 1991 - Present
New York Life Insurance Company February 1991 - Present
Chicago Board of Trade January 1981 - January 1991
Skills
Options, Insurance, Finance, Retirement, Strategic Planning, Microsoft Office, Analysis, Accounting, Financial Analysis, Financial Services, Securities, Employee Benefits
Education
Indiana University Bloomington 1978 — 1980
Masters of Science, Alternative Education
University of Illinois at Urbana-Champaign 1974 — 1976
Masters of Education, Counseling
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Science (B.S.), Biology, General
NYLIFE Securities LLC February 1991 - Present
New York Life Insurance Company February 1991 - Present
Chicago Board of Trade January 1981 - January 1991
Skills
Options, Insurance, Finance, Retirement, Strategic Planning, Microsoft Office, Analysis, Accounting, Financial Analysis, Financial Services, Securities, Employee Benefits
Education
Indiana University Bloomington 1978 — 1980
Masters of Science, Alternative Education
University of Illinois at Urbana-Champaign 1974 — 1976
Masters of Education, Counseling
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Science (B.S.), Biology, General
Subramanian Viswanathan's New York Life Insurance Company Experience May 1994 - August 1995
Job Entrepreneur, Educator, Engineer, and Software Architect
Industry Computer Software
Experience
GaniniMobile LLC October 2014 - Present
Ninjineers (FRC Robotics Team) September 2012 - Present
FIU August 2012 - Present
Ganini LLC November 2005 - Present
Microsoft corporation 1995 - 2005
New York Life Insurance Company May 1994 - August 1995
Guardian Life Insurance Company April 1991 - March 1994
BASF Corporation November 1987 - January 1991
Tata Burroughs July 1985 - December 1987
Hindustan Aeronautics Limited January 1984 - July 1985
Skills
Cloud Computing, .NET, E-commerce, SQL Server, Architecture, SOA, Product Development, Windows, Databases, XML, Java, C++, Operating Systems, Strategic Planning, Business Analysis, Software Development, Linux, Business Strategy, C, Enterprise Architecture, Application Development, C#, Product Management, Agile, Visual Basic, Project Planning, Program Management, Business Intelligence, Android, Interface Builder, Objective-C, Xcode, Microsoft SQL Server, SQL, Agile Methodologies, Mobile Devices, Architectures
Education
New York University - Polytechnic School of Engineering 1989 — 1991
MS, Management
Indian Institute of Science 1981 — 1983
M.E, Mechanical Engineering
Indian Institute of Science 1978 — 1981
B.E, Metallurgy
University of Madras 1974 — 1978
BSc, Chemistry, Physcis and Mathamatics
GaniniMobile LLC October 2014 - Present
Ninjineers (FRC Robotics Team) September 2012 - Present
FIU August 2012 - Present
Ganini LLC November 2005 - Present
Microsoft corporation 1995 - 2005
New York Life Insurance Company May 1994 - August 1995
Guardian Life Insurance Company April 1991 - March 1994
BASF Corporation November 1987 - January 1991
Tata Burroughs July 1985 - December 1987
Hindustan Aeronautics Limited January 1984 - July 1985
Skills
Cloud Computing, .NET, E-commerce, SQL Server, Architecture, SOA, Product Development, Windows, Databases, XML, Java, C++, Operating Systems, Strategic Planning, Business Analysis, Software Development, Linux, Business Strategy, C, Enterprise Architecture, Application Development, C#, Product Management, Agile, Visual Basic, Project Planning, Program Management, Business Intelligence, Android, Interface Builder, Objective-C, Xcode, Microsoft SQL Server, SQL, Agile Methodologies, Mobile Devices, Architectures
Education
New York University - Polytechnic School of Engineering 1989 — 1991
MS, Management
Indian Institute of Science 1981 — 1983
M.E, Mechanical Engineering
Indian Institute of Science 1978 — 1981
B.E, Metallurgy
University of Madras 1974 — 1978
BSc, Chemistry, Physcis and Mathamatics
Kevin Roth's New York Life Insurance Company Experience April 2011 - Present
Job Financial Services Professional for NYLIFE Securities LLC, Member FINRA/SIPC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
Sweet Futures1, LLC November 2009 - April 2011
Roth Trading March 2008 - November 2009
v-tex 2005 - 2007
Lind Waldock 1986 - 2001
Big Wheel Restaurants 1976 - 1980
Skills
401k Rollovers, Annuity Sales, Estate Planning, Investments, Insurance, Gifting Strategies, Key Person Protection, Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Indiana University Bloomington 1971 — 1976
B.A., History
Indiana University Bloomington 1971 — 1976
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
Sweet Futures1, LLC November 2009 - April 2011
Roth Trading March 2008 - November 2009
v-tex 2005 - 2007
Lind Waldock 1986 - 2001
Big Wheel Restaurants 1976 - 1980
Skills
401k Rollovers, Annuity Sales, Estate Planning, Investments, Insurance, Gifting Strategies, Key Person Protection, Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Indiana University Bloomington 1971 — 1976
B.A., History
Indiana University Bloomington 1971 — 1976
Aaron Ruey's New York Life Insurance Company Experience June 2013 - Present
Job New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company June 2013 - Present
FEMA 2005 - 2005
Skills
Coaching, Marketing, Customer Service, Microsoft Office, Leadership, New Business Development, Management, Insurance, Fixed Annuities, Sales, Life Insurance, Strategic Planning, Sales Management, Training, Account Management, Team Building, Customer Retention, Recruiting, Employee Benefits, Series 7, Direct Sales, Sales Process, Small Business, Business Planning, Selling
Education
Canton High School
Illinois State University
Western Illinois University
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
New York Life Insurance Company June 2013 - Present
FEMA 2005 - 2005
Skills
Coaching, Marketing, Customer Service, Microsoft Office, Leadership, New Business Development, Management, Insurance, Fixed Annuities, Sales, Life Insurance, Strategic Planning, Sales Management, Training, Account Management, Team Building, Customer Retention, Recruiting, Employee Benefits, Series 7, Direct Sales, Sales Process, Small Business, Business Planning, Selling
Education
Canton High School
Illinois State University
Western Illinois University
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Brian Latzke's New York Life Insurance Company Experience 2004 - 2008
Job Financial Analyst at American Strategic Insurance Company
Industry Insurance
Experience
American Strategic Insurance Company September 2009 - Present
United Property and Casualty Insurance Company April 2008 - September 2009
New York Life Insurance Company 2004 - 2008
Skills
Property & Casualty..., Microsoft Excel, Business Analysis, Insurance, Financial Analysis, Analysis, Process Improvement, Financial Reporting, Life Insurance, Access, Budgets
Education
University of South Florida 1996 — 2000
5th year of Accounting, Accounting
Illinois College 1990 — 1994
Bachelor's degree, Accounting
American Strategic Insurance Company September 2009 - Present
United Property and Casualty Insurance Company April 2008 - September 2009
New York Life Insurance Company 2004 - 2008
Skills
Property & Casualty..., Microsoft Excel, Business Analysis, Insurance, Financial Analysis, Analysis, Process Improvement, Financial Reporting, Life Insurance, Access, Budgets
Education
University of South Florida 1996 — 2000
5th year of Accounting, Accounting
Illinois College 1990 — 1994
Bachelor's degree, Accounting
Aayushi Jain's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company helping Families and Business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
ICICI Securities May 2011 - May 2014
Skills
Financial Advisory, Investment Advisory, Insurance, Wealth Management, Business Strategy, Investments, Mutual Funds, Business Analysis, Finance, Portfolio Management, Market Research, Financial Analysis, Banking, New Client Acquisitions, Relationship Management, Equities, Fixed Income, Capital Markets, Financial Services, Risk Management, Derivatives, MIS, Analytics, Business Development, Financial Markets, Microsoft Excel, Competitive Analysis, Investment Banking, Strategic Financial..., Data Analysis, Business Planning, Credit Analysis, Cross Selling, Due Diligence
Education
IBS Hyderabad 2009 — 2011
MBA, Finance
Avadh Girls Degree College 2006 — 2009
Bachelor of Commerce (B.Com.), Business/Commerce, General
New York Life Insurance Company July 2015 - Present
ICICI Securities May 2011 - May 2014
Skills
Financial Advisory, Investment Advisory, Insurance, Wealth Management, Business Strategy, Investments, Mutual Funds, Business Analysis, Finance, Portfolio Management, Market Research, Financial Analysis, Banking, New Client Acquisitions, Relationship Management, Equities, Fixed Income, Capital Markets, Financial Services, Risk Management, Derivatives, MIS, Analytics, Business Development, Financial Markets, Microsoft Excel, Competitive Analysis, Investment Banking, Strategic Financial..., Data Analysis, Business Planning, Credit Analysis, Cross Selling, Due Diligence
Education
IBS Hyderabad 2009 — 2011
MBA, Finance
Avadh Girls Degree College 2006 — 2009
Bachelor of Commerce (B.Com.), Business/Commerce, General
Samuel Kruis's New York Life Insurance Company Experience October 2014 - Present
Job New York Life Insurance Company
Industry Insurance
Experience
Boys and Girls Club of Michigan City June 2015 - Present
Rotary Club of Michigan City May 2015 - Present
Michigan City Chamber of Commerce March 2015 - Present
New York Life Insurance Company October 2014 - Present
Belvedere Trading, LLC April 2011 - January 2014
Equitec Group March 2007 - March 2011
Education
Illinois State University 1990 — 1993
Communications
Illinois State University 1989 — 1993
Boys and Girls Club of Michigan City June 2015 - Present
Rotary Club of Michigan City May 2015 - Present
Michigan City Chamber of Commerce March 2015 - Present
New York Life Insurance Company October 2014 - Present
Belvedere Trading, LLC April 2011 - January 2014
Equitec Group March 2007 - March 2011
Education
Illinois State University 1990 — 1993
Communications
Illinois State University 1989 — 1993
Michele Gill's New York Life Insurance Company Experience June 2012 - March 2014
Job Financial Service Representative at National Life Group/ Life Of SouthWest
Industry Financial Services
Experience
National Life Group/ Life Of The Southwest April 2014 - Present
New York Life Insurance Company June 2012 - March 2014
GlaxoSmithKline R&D Upper Merion, King of Prussia PA October 2004 - June 2010
Philadelphia Police Department July 1990 - August 2000
Skills
Estate Planning, Key Person Insurance, Legacy Giving, Licensed Life Insurance..., Asset Protection, Annuity Sales, Gifting Strategies, Retirement Planning, Multi-Generational ..., Protection Planning/ ..., Wealth Preservation ..., Small Business, Retirement, Training, Criminal Justice, Security Management, Crisis Management, Enforcement, Private Investigations, Emergency Management, Security, Insurance, Fraud, Life Insurance, Protection, Investigation, Physical Security, Surveillance, Law Enforcement, Criminal Investigations, Firearms, Interrogation, Crime Prevention, Public Safety, Police, Patrol, Financial Services, Homeland Security, Evidence, Executive Protection
Education
Holy Family University 1990 — 1990
n/a, Criminal Justice
Holy Family College
Criminal Justice/Law Enforcement Administration
National Life Group/ Life Of The Southwest April 2014 - Present
New York Life Insurance Company June 2012 - March 2014
GlaxoSmithKline R&D Upper Merion, King of Prussia PA October 2004 - June 2010
Philadelphia Police Department July 1990 - August 2000
Skills
Estate Planning, Key Person Insurance, Legacy Giving, Licensed Life Insurance..., Asset Protection, Annuity Sales, Gifting Strategies, Retirement Planning, Multi-Generational ..., Protection Planning/ ..., Wealth Preservation ..., Small Business, Retirement, Training, Criminal Justice, Security Management, Crisis Management, Enforcement, Private Investigations, Emergency Management, Security, Insurance, Fraud, Life Insurance, Protection, Investigation, Physical Security, Surveillance, Law Enforcement, Criminal Investigations, Firearms, Interrogation, Crime Prevention, Public Safety, Police, Patrol, Financial Services, Homeland Security, Evidence, Executive Protection
Education
Holy Family University 1990 — 1990
n/a, Criminal Justice
Holy Family College
Criminal Justice/Law Enforcement Administration
George Ewusie, CPA, MSF's New York Life Insurance Company Experience 2009 - Present
Job Licensed Insurance Agent
Industry Financial Services
Experience
New York Life Insurance Company 2009 - Present
AQR Capital Management (Hedge Fund) April 2007 - November 2008
State Street December 2005 - April 2007
Merrill Lynch September 2000 - December 2005
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Financial Audits, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, GAAP, Account Reconciliation, Auditing, Internal Audit, Managerial Finance, US GAAP, Life & Health Insurance..., Long Term Care Insurance, Strategic Planning, Account Management, Asset Protection, Income Protection, Personal Finance, Wealth Preservation...
Education
Indiana University - Kelley School of Business
Master of Science (MSc) Finance, Finance
University of Cape Coast
B'COM HONS
New York Life Insurance Company 2009 - Present
AQR Capital Management (Hedge Fund) April 2007 - November 2008
State Street December 2005 - April 2007
Merrill Lynch September 2000 - December 2005
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Financial Audits, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, GAAP, Account Reconciliation, Auditing, Internal Audit, Managerial Finance, US GAAP, Life & Health Insurance..., Long Term Care Insurance, Strategic Planning, Account Management, Asset Protection, Income Protection, Personal Finance, Wealth Preservation...
Education
Indiana University - Kelley School of Business
Master of Science (MSc) Finance, Finance
University of Cape Coast
B'COM HONS
Wayne Piper's New York Life Insurance Company Experience October 2010 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
Piper Enterprises June 1992 - Present
Chrysler Group LLC May 1984 - May 1992
Skills
Life Insurance, Financial Planning, Long Term Care, Retirement Planning, Annuities, IRA's, Retirement, Term Life Insurance, Mutual Funds, 401k, Estate Planning, Wealth Management, Investments, Insurance, Series 63, Investment Strategies, Asset Protection, Insurance Planning, Wealth Accumulation, Succession Planning, Long-term Care
Education
Indiana State University 1979 — 1983
MS, Industrial Management
Wayne State University
MBA, Management
New York Life Insurance Company October 2010 - Present
Piper Enterprises June 1992 - Present
Chrysler Group LLC May 1984 - May 1992
Skills
Life Insurance, Financial Planning, Long Term Care, Retirement Planning, Annuities, IRA's, Retirement, Term Life Insurance, Mutual Funds, 401k, Estate Planning, Wealth Management, Investments, Insurance, Series 63, Investment Strategies, Asset Protection, Insurance Planning, Wealth Accumulation, Succession Planning, Long-term Care
Education
Indiana State University 1979 — 1983
MS, Industrial Management
Wayne State University
MBA, Management
Ben Houk's New York Life Insurance Company Experience May 2012 - February 2013
Job Recovery Analyst at Discovery Health Partners
Industry Information Technology and Services
Experience
Discovery Health Partners January 2014 - Present
New York Life Insurance Company May 2012 - February 2013
Education
Illinois Wesleyan University 2008 — 2012
Discovery Health Partners January 2014 - Present
New York Life Insurance Company May 2012 - February 2013
Education
Illinois Wesleyan University 2008 — 2012
Jeff Brockman's New York Life Insurance Company Experience January 2011 - Present
Job Insurance Professional
Industry Insurance
Experience
New York Life Insurance Company January 2011 - Present
Prudential Financial May 2005 - July 2010
Skills
Underwriting, Claim, Reinsurance, Brokers, General Insurance, Disability Insurance, Insurance, Term Life Insurance
Education
Illinois State University
Bachelor of Business Administration (BBA)
New York Life Insurance Company January 2011 - Present
Prudential Financial May 2005 - July 2010
Skills
Underwriting, Claim, Reinsurance, Brokers, General Insurance, Disability Insurance, Insurance, Term Life Insurance
Education
Illinois State University
Bachelor of Business Administration (BBA)
Sharon Jack-Williams's New York Life Insurance Company Experience March 2013 - October 2013
Job Experienced NonProfit Management/Labor Relations Professional
Industry Alternative Dispute Resolution
Experience
New York Life Insurance Company March 2013 - October 2013
Dunbar Association Inc. November 2002 - February 2011
Crouse Hospital July 1998 - November 2002
Belllevue Hospital Center June 1991 - July 1997
NYC Health & Hospitals Corporation July 1988 - June 1991
Skills
Mediation, Licensed Life, Accident...
Education
Illinois Institute of Technology 1973 — 1977
Bachelor of Science, Political Science
Roosevelt University 1984 — 1984
Certificate, Generalist Paralegal Studies
United Nations International School 1967 — 1973
High School Diploma, Arts & Sciences
New York Life Insurance Company March 2013 - October 2013
Dunbar Association Inc. November 2002 - February 2011
Crouse Hospital July 1998 - November 2002
Belllevue Hospital Center June 1991 - July 1997
NYC Health & Hospitals Corporation July 1988 - June 1991
Skills
Mediation, Licensed Life, Accident...
Education
Illinois Institute of Technology 1973 — 1977
Bachelor of Science, Political Science
Roosevelt University 1984 — 1984
Certificate, Generalist Paralegal Studies
United Nations International School 1967 — 1973
High School Diploma, Arts & Sciences
Jessica Marks's New York Life Insurance Company Experience September 2011 - March 2012
Job Compliance Specialist at Old Line Bank
Industry Banking
Experience
Old Line Bank March 2014 - Present
Old Line Bank April 2012 - March 2014
Independent Broker December 2008 - December 2013
New York Life Insurance Company September 2011 - March 2012
MassMutual Financial Group August 2006 - December 2008
Skills
Fixed Annuities, Financial Services, Disability Insurance
Education
Howard Community College
AA, Visual Communications-Graphic Design
Old Line Bank March 2014 - Present
Old Line Bank April 2012 - March 2014
Independent Broker December 2008 - December 2013
New York Life Insurance Company September 2011 - March 2012
MassMutual Financial Group August 2006 - December 2008
Skills
Fixed Annuities, Financial Services, Disability Insurance
Education
Howard Community College
AA, Visual Communications-Graphic Design
Carole Picciano's New York Life Insurance Company Experience March 2008 - May 2009
Job Testing/Business Analyst
Industry Information Technology and Services
Experience
AmTrust Financial Services, Inc. (AFSI) June 2014 - Present
Lexis Nexis May 2009 - August 2013
New York Life Insurance Company March 2008 - May 2009
Progressive Insurance September 1996 - December 2007
Skills
Insurance, Business Analysis, Requirements Gathering, Risk Management, Visio, Software Documentation, Requirements Analysis, SDLC, SharePoint, Analysis, Process Improvement, Vendor Management, Business Requirements, Management, Project Management, CRM
Education
Hondros College 2008 — 2008
Insurance
Euclid Senior High School 1972 — 1975
Business
AmTrust Financial Services, Inc. (AFSI) June 2014 - Present
Lexis Nexis May 2009 - August 2013
New York Life Insurance Company March 2008 - May 2009
Progressive Insurance September 1996 - December 2007
Skills
Insurance, Business Analysis, Requirements Gathering, Risk Management, Visio, Software Documentation, Requirements Analysis, SDLC, SharePoint, Analysis, Process Improvement, Vendor Management, Business Requirements, Management, Project Management, CRM
Education
Hondros College 2008 — 2008
Insurance
Euclid Senior High School 1972 — 1975
Business
George Mahwende's New York Life Insurance Company Experience August 2015 - Present
Job Agent of New york life
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Skills
Insurance, Retirement Planning, Microsoft Excel, Financial Analysis, Life Insurance, Fixed Annuities, Disability Insurance, Project Planning, Wealth Management, Financial Advisory, Investments
Education
Howard University
Wealth manangement
New York Life Insurance Company August 2015 - Present
Skills
Insurance, Retirement Planning, Microsoft Excel, Financial Analysis, Life Insurance, Fixed Annuities, Disability Insurance, Project Planning, Wealth Management, Financial Advisory, Investments
Education
Howard University
Wealth manangement
Kody Purser's New York Life Insurance Company Experience June 2011 - September 2012
Job at
Industry Financial Services
Experience
Thermo Fisher Scientific September 2012 - Present
New York Life Insurance Company June 2011 - September 2012
Skills
Long Term Care, Term Life Insurance, Whole Life
Education
University of Phoenix 2005 — 2010
Bachelor of Science, Accounting
Idaho State University 1999 — 2001
Associates Degree, Auto Collision
Preston High
Thermo Fisher Scientific September 2012 - Present
New York Life Insurance Company June 2011 - September 2012
Skills
Long Term Care, Term Life Insurance, Whole Life
Education
University of Phoenix 2005 — 2010
Bachelor of Science, Accounting
Idaho State University 1999 — 2001
Associates Degree, Auto Collision
Preston High
Charles Kutch's New York Life Insurance Company Experience August 1985 - Present
Job AVP Systems at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 1985 - Present
Education
Cathedral College douglaston,ny
Holy Apostles College and Seminary
New York Life Insurance Company August 1985 - Present
Education
Cathedral College douglaston,ny
Holy Apostles College and Seminary
Jason Jye-Sung Moon's New York Life Insurance Company Experience August 2011 - August 2012
Job Financial Services Professional at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington September 2012 - Present
Jason Moon Voice Studio January 2000 - Present
New York Life Insurance Company August 2011 - August 2012
Crossroads Bible Colege January 2007 - December 2007
Indiana University August 1999 - August 2006
Skills
Retirement, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Employee Benefits, Whole Life, Event Planning, Public Speaking, Fundraising, Nonprofits, Networking, Music Education
Education
Indiana University Bloomington 2002 — 2013
Doctor of Music, Voice
Indiana University 1996 — 2000
Master of Music, Voice
경희대학교 / Kyung Hee University 1988 — 1994
Bachelor of Arts (B.A.), Voice
MassMutual Greater Washington September 2012 - Present
Jason Moon Voice Studio January 2000 - Present
New York Life Insurance Company August 2011 - August 2012
Crossroads Bible Colege January 2007 - December 2007
Indiana University August 1999 - August 2006
Skills
Retirement, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Employee Benefits, Whole Life, Event Planning, Public Speaking, Fundraising, Nonprofits, Networking, Music Education
Education
Indiana University Bloomington 2002 — 2013
Doctor of Music, Voice
Indiana University 1996 — 2000
Master of Music, Voice
경희대학교 / Kyung Hee University 1988 — 1994
Bachelor of Arts (B.A.), Voice
Marie Purdy's New York Life Insurance Company Experience
Job Passionate Agent at New York Life helping to protect families in Hawaii.
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training
Education
Radford High School 1998 — 2001
Honolulu Community College
New York Life Insurance Company
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training
Education
Radford High School 1998 — 2001
Honolulu Community College
Brent Furnish's New York Life Insurance Company Experience February 2010 - October 2010
Job Personal Banker/ Broker Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo November 2010 - October 2012
New York Life Insurance Company February 2010 - October 2010
Golf USA of Warsaw February 2007 - October 2009
Skills
Finance, Investments, Banking, Credit, Financial Analysis, Loans, Retirement Planning, Wealth Management
Education
Huntington University 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Wells Fargo Advisors October 2012 - Present
Wells Fargo November 2010 - October 2012
New York Life Insurance Company February 2010 - October 2010
Golf USA of Warsaw February 2007 - October 2009
Skills
Finance, Investments, Banking, Credit, Financial Analysis, Loans, Retirement Planning, Wealth Management
Education
Huntington University 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations