Experience
New York Life Insurance Company   July 2014 - Present
Nielsen Audio  November 2013 - Present
Neilsen Audio   September 2013 - June 2014
Baxter Credit Union  November 1995 - June 2001

Skills
Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Buy-sell Agreements, Creative Problem Solving, Direct Sales, Education Funding..., Insurance, Key Person Insurance, Lead Generation, Leadership, Legacies, Legacy Planning, Life Insurance, Life Insurance..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement, Sales, Selling, Small Business, Writing

Education
Instituto de Banca y Comercio Inc   1989 — 2002
Bachelor's degree, Computer Programming, Specific Applications

Instituto de Banca y Comercio Inc
Computer Programing

Experience
New York Life Insurance Company   October 2013 - Present
Regions Financial Corporation  January 2013 - Present
First American Bank  August 2011 - January 2013
Liberty Bank  January 2010 - July 2011

Skills
Small Business Lending, Consumer Lending, Retail Banking, Banking, Cross Selling, Loans, Financial Analysis, Accounting, Commercial Banking, Loan Origination, Relationship Management, Lines Of Credit, Refinance, Sales, Customer Service, Team Building, Insurance, Life Insurance, Coaching, Branch Banking, Branch Management, Home Equity Lines of..., Life & Health Insurance..., Series 63, Series 6, Investments, Variable Annuities

Education
Moravia Community High School   2001 — 2005

Iowa State University

Experience
Allegheny County  March 2010 - Present
PNC  October 2006 - June 2013
West Mifflin Area School District  July 2006 - November 2011
New York Life Insurance Company   February 2006 - September 2006
Dave & Buster's Inc.   September 2003 - February 2006

Skills
Customer Service, Security, Sales, Microsoft Word, Training, Coaching, Event Planning, Teamwork, Risk Management, Policy, Data Entry, Banking, Social Networking, Physical Security, Finance, PowerPoint, Team Building, Employee Training, Risk Assessment

Education
Indiana University of Pennsylvania   1999 — 2003
Bachelor's degree, Marketing

Experience
Truck & Trailer Specialties, Inc.   May 2015 - Present
New Millennium Building Systems  August 2014 - May 2015
JPMorgan Chase  September 2013 - August 2014
NYLIFE Securities LLC  August 2012 - September 2013
New York Life Insurance Company   June 2012 - September 2013
Medical Protective  April 2007 - June 2012
Aon  February 2002 - April 2007
TL Wagner   1999 - 2001
Vulcraft a Division of Nucor   1996 - 1999

Skills
Insurance, Life Insurance, Financial Services, Investments, Finance, Fixed Annuities, Accounting, 401k Rollovers, Underwriting, Licensing, Property, Annuity Sales, Licensed Life & Health..., Retirement, Protection..., Key Person Insurance, Term Life Insurance, Life and Health..., Gifting Strategies, Registered Professional...

Education
Indiana University-Purdue University at Fort Wayne   1994 — 1999
Associate's degree, Organizational Leadership Supervision with Business Administration

Eastside   1990 — 1994

Eastside

Experience
Miami Ad School  July 2015 - Present
Starcom MediaVest Group  January 2014 - January 2015
Universal McCann  October 2012 - January 2014
Sip Coffee & Tea   January 2012 - May 2012
eXelate Inc.   June 2011 - August 2011
New York Life Insurance Company   June 2010 - August 2010

Skills
Strategy, Strategic Planning, Account Planning, Consumer Insights, Marketing Communications, Creative Direction, Strategic Development, Market Research, Advertising, Media Planning, Facebook, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Online Advertising, Marketing Research, Client Service

Education
University of Massachusetts at Amherst - Isenberg School of Management   2008 — 2012
BBA, Marketing, cum laude

Miami Ad School   2015 — 2015
Certification, Account Planning Bootcamp

Universitat Autònoma de Barcelona   2011 — 2011
Study Abroad, Academic Programs International (Fall 2011), Marketing

Experience
New York Life Insurance Company   September 2015 - Present
New York Life Insurance Company   March 2014 - Present
New York Life Insurance Company   March 2013 - Present
New York Life Insurance Company   June 2011 - March 2013
New York Life Insurance Company   June 2009 - June 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Mainframe, SAP, Financial Analysis, Customer Service, Project Management, Strategic Planning, Change Management, Business Strategy, Analysis, Research

Education
Iona College   2011 — 2013
Master of Business Administration (MBA), Information Systems

The Catholic University of America   2005 — 2009
B.S.B.A, Finance, General

Experience
Merrill Lynch  February 2014 - May 2014
U.S. Senator Charles E. Schumer (NY)   June 2013 - August 2013
Quinn for New York  April 2013 - June 2013
New York Life Insurance Company   September 2012 - December 2012
Children's Aid Society  September 2011 - May 2012
Lindamood-Bell Learning Processes  June 2011 - August 2011
State Farm  October 2008 - April 2010

Education
New York University   2010 — 2014
Bachelor of Arts (B.A.)

International Baccalaureate   2008 — 2010
High School

Commack High School   2006 — 2010
International Baccalaureate Diploma

Experience
New York Life Insurance Company   July 1990 - Present

Skills
Leadership, Customer Experience, Executive Management, Customer Retention, Business Strategy, Strategy, Management, Vendor Management, Business Planning, Team Building, Business Process..., Change Management, Call Centers, Business Analysis, Commercial Insurance, Financial Risk, Strategic Planning

Education
Iona College   1997 — 2000
Master of Business Administration (MBA), Management

Pace University   1986 — 1990
Bachelor of Business Administration (BBA), Management

Experience
New York Life Insurance Company   July 2011 - Present
NYLife Securities LLC  July 2011 - Present
Giving Sum   January 2011 - December 2012
Bob Block Fitness Equipment   February 2002 - July 2011
Indiana Firebirds  January 2002 - April 2003

Skills
401k Rollovers, Retirement Planning, Fixed Annuities, Life Insurance, IRAs, Long Term Care Insurance, Employee Benefits, Small Business, Leadership, Long-term Care, Estate Planning, Insurance, Sales, Roth IRA, Retirement, Strategic Financial..., 401k, Wealth Management, Disability Insurance, Investment Strategies, Investments, Mutual Funds, Financial Services, Whole Life, Health Insurance, Term Life Insurance, Series 6, Relationship Management, Risk Management

Education
Indiana University-Purdue University at Indianapolis   2003 — 2006
M.S., Physical Education

Indiana University-Purdue University at Indianapolis   1997 — 2001
B.S., Exercise Science

Experience
Ash Brokerage  March 2015 - Present
Ash Brokerage  January 2009 - March 2015
Ash Brokerage  January 2008 - December 2008
Ash Brokerage  June 2007 - December 2007
Ash Brokerage  June 2006 - June 2007
One Resource Group  2003 - 2006
New York Life Insurance Company   2002 - 2003

Skills
Disability Insurance, Fixed Annuities, Long Term Care Insurance, Underwriting, Life Insurnace, Life Insurance Case..., Relationship Management, Term Life Insurance, Financial Services, Long-term Care, Retirement, Insurance, Life Insurance, Retirement Planning, Financial Advisory, Universal Life, Whole Life

Education
Indiana University-Purdue University at Fort Wayne   1997 — 2002
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies

Experience
New York Life Insurance Company   September 1999 - Present

Education
Indiana University of Pennsylvania   1979 — 1981
Bachelor's degree, Marketing/Economics

Experience
MassMutual MidMichigan   January 2011 - Present
New York Life Insurance Company   June 2001 - October 2009

Skills
Retirement, Securities, Retirement Planning, Employee Benefits, Series 7, Fixed Annuities, Series 6, Long Term Care Insurance, Term Life Insurance, Recruiting, Insurance, Disability Insurance, Long-term Care, 401k, Estate Planning, Life Insurance, IRAs, Series 63

Education
Indiana Wesleyan University   1987 — 1989
MBA, Finance

Purdue University   1980 — 1983
BA, PR/Org Comm

Experience
Dude Solutions  May 2015 - Present
Quintiles  December 2014 - May 2015
PRA Health Sciences  March 2014 - November 2014
Duke University Medical Center  December 2011 - March 2014
Duke University Medical Center  July 2010 - December 2011
Duke University Medical Center  January 2010 - July 2010
Federated Insurance  January 2006 - October 2009
New York Life Insurance Company   July 2008 - October 2008

Skills
Full-life Cycle..., Talent Acquisition, Recruiting, Global Talent..., Sourcing, Interviews, Human Resources, Compensation, Strategy, Process Improvement, Organization, Time Management, Process Management, Leadership, Delegation, Social Media, Public Speaking, Customer Service, Program Management, Communication, Training, I-9 Compliance, Onboarding, Microsoft Word, Management, Outlook, Microsoft Excel, PowerPoint, Applicant Tracking...

Education
Indiana Wesleyan University   2009 — 2011
Master of Science, Management

Purdue University   2004 — 2009
Bachelor of Arts (BA)

Homestead Senior High School   2001 — 2004
High School Diploma

Experience
New York Life Insurance Company   December 2013 - Present
Morgan Stanley Investment Management  March 2000 - March 2013
Morgan Stanley  2000 - 2013
Joseph, Heldfond & Rix   June 1984 - July 1987

Skills
Administrative..., Equities, Investments, Alternative Investments, Asset Management, Mutual Funds

Education
French Culinary Institute   1997 — 1998
Grand Diplome, Culinary Arts/Chef Training

Jeff Corey Acting Class   1979 — 1983
n/a, Acting

Experience
NYLIFE Securities  January 2013 - Present
New York Life Insurance Company   January 2013 - Present
Blue Mouth Promotions LLC   January 2007 - Present
Solar EOS   October 2010 - May 2011
U.S. Census Bureau -- Census Coverage Management   April 2010 - August 2010
Progressive Insurance  March 2009 - May 2009
Progressive Insurance  December 2004 - March 2009
Progressive Insurance  May 2000 - December 2004
Progressive Insurance  January 1995 - May 2000
Enterprise Rent-A-Car  December 1992 - January 1995

Skills
Insurance, Team Leadership, Operations Management, Event Management, LEED, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...

Education
University of Maryland University College   2008 — 2011
Master of International Management, International Management(MIM)

University of Maryland University College   2005 — 2008
Master of Business Administration (MBA), Business Administration

Indiana University Bloomington
Bachelor, General Studies

KHS

Experience
New York Life Insurance Company   September 2015 - Present
Virginia Latino Advisory Board   August 2014 - Present
Democratic Latino Organization of Virginia   January 2014 - Present
Morgan Stanley Wealth Management  May 2014 - August 2015
Hampton Roads Hispanic Chamber of Commerce   January 2013 - August 2014
Merrill Lynch  October 2011 - May 2014
ITESM  January 2010 - December 2010
E! Entertainment Television, Why Not, Eek Models, Pure Modeling, The Firm, Conceptos...   April 2007 - February 2010
EGADE Business School  November 2009 - December 2009
MW Biotec S.A. de C.V   January 2006 - January 2008

Skills
Risk Management, Finance, Banking, Economics, Nonprofits, Politics, Strategic Financial..., Investments, Corporate Finance, Portfolio Management, Financial Modeling, Investment Banking, Business Strategy, Equities, Strategic Planning, Asset Management, Fixed Income, Derivatives, Financial Markets, Financial Analysis, Management, Analysis, Capital Markets, Private Equity, Spanish, Wealth Management, Credit Risk, Business Analysis, Emerging Markets, Leadership, Structured Finance, Trading, Negotiation, Project Management, Credit, Econometrics, Strategy, Market Research, Entrepreneurship, Team Leadership, Financial Risk, Microsoft Office, Business Planning, Microsoft Excel, Mergers, Management Consulting, Valuation, Mergers & Acquisitions

Education
University of Notre Dame - Mendoza College of Business   2014 — 2014
Communication and Media Studies

College for Financial Planning   2013 — 2013
Professional Dessignation, Accredited Asset Management Specialist

University of Notre Dame - Mendoza College of Business   2013 — 2013
Nonprofit Lobbying and Advocacy, Non-Profit/Public/Organizational Management

University of San Diego   2010 — 2010
Strategic Planning and Management, Business Administration and Management, General

Universitat Pompeu Fabra   2009 — 2010
Master, Banking and Finance

Tecnológico de Monterrey   2009 — 2009
MBA, Business Administration

Instituto Tecnológico Autónomo de México   2003 — 2008
Bachelor's degree, Political Science

Instituto Tecnológico Autónomo de México   2003 — 2006
Licenciatura, Economics

Experience
Wisdom Way Martial Arts Inc.   May 2000 - Present
New York Life Insurance Company   July 1990 - Present

Skills
Accounting, Budgets, Financial Analysis, QuickBooks, Insurance, MMA, Karate, Small Business, Kickboxing, Strategic Financial..., Team Building, Customer Service, Martial Arts, Training, Process Improvement, Risk Management, Business Planning, Coaching, Strategic Planning, Human Resources, Entrepreneurship, Management, Time Management, Leadership Development, Marketing, Life Insurance, Personal Training, Finance, Leadership, Teaching, Administration, Employee Benefits, Public Speaking, Fitness, Business Development, Operations Management, Analysis, Executive Management, Sales, Sports, Strategy

Education
Iona College   1991 — 1996
MBA, Management Information Systems

Iona College   1986 — 1990
BBA, Accounting

Experience
Smith Arnold Partners  April 2014 - Present
Samuel Rudin Academic Resource Center at Iona College   November 2010 - April 2014
Westchester County Department of Human Resources   October 2012 - March 2013
New York Life Insurance Company   August 2011 - November 2011

Skills
SPSS, PowerPoint, Microsoft Word, Statistics, Recruiting, Research, Teaching, Microsoft Excel, Internet Explorer, Human Resources, Quantitative Research, Outlook, Data Entry, Microsoft Office, Public Speaking, PCRecruiter, QuickBooks, InterviewStream, Payroll Processing, Event Planning, Social Media, Social Networking

Education
Iona College   2010 — 2013
MA, Industrial/Organizational Psychology

Iona College   2008 — 2012
BA, Psychology

Experience
New York Life Insurance Company   August 2012 - Present
Keller's IGA   October 1991 - January 2011

Skills
401k Rollovers, Annuity Sales, Insurance, Key Person Protection, Protection..., Legacies, Long-term Care, Wealth Preservation..., Estate Planning

Education
Indiana Wesleyan University   2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration

Hillsdale College (Michigan)
Grocery Store Operations

Purdue University

Experience
One Resource Group  May 2011 - Present
New York Life Insurance Company   2010 - November 2011
Verizon  November 1997 - August 2009

Education
Indiana University-Northwest
BA, Organizational Communication

Experience
New York Life Insurance Company   August 2013 - Present
Trace Financial Services   2008 - August 2013
Centers for Specialty Care  May 2011 - February 2013
Sterling Asset Management Group   November 2010 - April 2011

Skills
Marketing, Marketing Strategy, Social Media, Social Media Marketing, Leadership, Management, Email Marketing, Editing, Lead Generation, Marketing Communications, Market Research, Online Advertising, Online Marketing, Copywriting, New Business Development, Event Planning, Strategic Planning, Public Speaking, Business Development, Microsoft Office, Advertising, Event Management, Project Management, Non-profits, Account Management, B2B, Corporate Communications, Budgets, Negotiation, Sales, Sales Management, Direct Marketing, Marketing Research, SEO, Entrepreneurship, Social Networking, Facebook, SEM, Strategy, Web Analytics, Integrated Marketing, E-commerce, Public Relations, Marketing Management, Business Strategy, Customer Service, Product Marketing, Competitive Analysis, CRM, Digital Marketing

Education
Iona College   2003 — 2006
MA, Mass Communications, 3.85 GPA

Experience
Sheakley  May 2013 - Present
Premier Office Equipment  September 2012 - April 2013
New York Life Insurance Company   December 2010 - September 2012
NUTRISHOP USA  June 2010 - December 2010
Wells Fargo  July 2003 - January 2010

Skills
Detail Oriented, Active Listening, Relationship Development, Financial Planning, Financial Analysis, Business Strategy, Succession Planning, Retirement Planning, Customer Relations, Compliance Audits, Legal Compliance, Retirement Plan..., Foundation Management, Family Protection, Customer Service, Strategic Financial..., B2B Marketing Strategy, Financial Metrics, Document Management, Technology Solution..., Business Process..., Workflow Management, Business Workflows, Operational Risk, Operational Streamlining, Operational Strategy, Operational Efficiency, Executive Level..., Strategy, Management, New Business Development, Sales, Training, Budgets, 401k, Life Insurance, Quality Auditing, Employee Benefits, Strategic Planning, Team Building

Education
Iowa State University   1999 — 2002
Bachelors, Marketing

Ames High School   1994 — 1998

Experience
Unique Weddings and Events   November 2011 - Present
Arthur Rutenberg Homes  November 2013 - June 2014
Tampa Tile Center   June 2012 - November 2013
New York Life Insurance Company   November 2011 - July 2012
International Academy of Design and Technology  March 2011 - November 2011

Skills
Interior Design, Customer Service, Sales, Strong organizational..., Strong verbal and..., Proficient in Microsoft..., Proficient in Auto CAD..., Proficient in..., Proficient in Auto Desk..., Photoshop, InDesign, Product Design, Creative Direction, CAD, Event Management, Revit, Project Planning

Education
International Academy of Design and Technology-Tampa   2009 — 2012
Bachelor's of Fine Arts, Interior Design

Experience
New York Life Insurance Company   August 1994 - Present
Group Health Inc.  April 1989 - July 1994
The Bank of New York  December 1985 - March 1989
Paint Products Inc.   1979 - 1981

Skills
Information Technology, Architecture, Enterprise Architecture, Management, Requirements Analysis, Vendor Management, IT Strategy, Technical Support, Business Analysis, Disaster Recovery, SDLC, ITIL, Unix, IT Management, Integration, Architectures, Data Center, Cloud Computing

Education
Iona College Graduate School
Masters, Telecommunications

Iona College
B.A., Computer Information Science

Hamden High School   1979 — 1981

Experience
Chrysler, Dodge, Jeep, Ram!   February 2015 - Present
TMX Finance  January 2014 - February 2015
Georgia Tech Council, L.I.S.T.A.   January 2012 - February 2015
NYLIFE Securities LLC.  April 2013 - October 2013
New York Life Insurance Company   December 2011 - April 2013
NYLIFE Securities LLC  June 2011 - December 2011
LiquidLife Insurance Group   August 2009 - June 2011
Delta Air Lines  May 1990 - October 2006

Skills
Macro Assets..., Team Leadership, Time Management, Team Building, Variable Annuities, Cash Value Life..., Vertical Risk Management, Tax Diversification..., Risk Management, Analysis, Training, Recruiting, Coaching, Management, Tax, Life Insurance, Building Relationships, Overcoming Objectives, Transportation..., Benefits Negotiation, Team Management, Business Development, Budgets, Business Planning, Community Outreach, Contract Management, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Human Resources, Insurance, Interviews, Leadership, Investments, Leadership Development, Marketing, Negotiation, Networking, Organizational..., PowerPoint, Process Improvement, Retirement, Retirement Planning, Sales, Small Business

Education
Inter-American University of Puerto Rico-Metropolitan Campus   1988 — 1991
Business Administration

Experience
NYLIFE Securities LLC  October 2014 - Present
New York Life Insurance Company   March 2014 - Present
DLB   March 2013 - March 2013
United Water  October 2002 - February 2013
United Water  September 2002 - March 2008
City of Dallas  July 1999 - October 2002

Skills
Leadership, Public Speaking, 401k Rollovers, Account Management, Annuity Sales, Building Relationships, Business Insurance..., Communication, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Financial Services, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Retirement Planning, Seminar Marketing, Service Delivery, Term Life Insurance, Small Business, Wealth Preservation..., Workshop Facilitation, Writing, Planning, Customer Service, Operations Management, Sales, Microsoft Office, Social Media, Marketing, Finance

Education
Jackson State University   1980 — 1982
MS, BIOLOGY/TOXICOLGY

Jackson State University   1974 — 1982
BS & MS, CHEMISTRY/BIOLOGY

Iowa State University   1978 — 1980
BIOCHEMISTRY

Experience
NYLIFE Securities LLC  July 2014 - Present
New York Life Insurance Company   July 2014 - Present
Tuscarora Intermediate Unit 11  January 2010 - Present
Allstate  February 2013 - June 2014
Breeze Industrial Products  April 2003 - January 2010
Pennsylvania Department of Transportation  2001 - 2003

Skills
Training, Adult Education, Staff Development, Customer Service, Strategic Planning, E-Learning, Team Building, Sales, Coaching, Leadership, Microsoft Office, Teaching, PowerPoint, Insurance, Leadership Development, Organizational..., Public Speaking, Program Management, Project Management, Purchasing, Lean Manufacturing, Instructional Design, Budgets, Owner-managed businesses, 401k Rollovers, Annuity Sales, Education Funding, Estate Planning, Investments, Business Planning, Legacies, Retirement Planning, Risk Management

Education
Indiana University of Pennsylvania   2006 — 2008
Masters, Business and Workforce Development

Experience
Lucchino Insurance & Financial Group   July 2015 - Present
Eagle Strategies, LLC  May 2000 - Present
New York Life Insurance Company   May 1980 - Present

Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Investments, Life Insurance, Securities, Disability Insurance, Small Business, Term Life Insurance, Fixed Annuities, Finance, Long-term Care, Management

Education
Indiana University of Pennsylvania   1971 — 1975
Bachelor of Arts (B.A.), Education-Mathematics

Experience
World of Beer Franchising, Inc.   January 2014 - Present
New York Life Insurance Company   March 2013 - January 2014
Bloomin' Brands Inc.   May 2010 - March 2013
Outback Steakhouse  October 2004 - May 2010
Outback Steakhouse  2004 - 2005

Skills
Graphic Design, Illustrator, Advertising, InDesign, Photoshop, Print, Brochures, Layout, Art, Graphics, Adobe Creative Suite, QuarkXPress, Art Direction, Traffic Management, Project Management, Translation, Pre-press, Social Media Marketing, Marketing, Direct Mail, Customer Service, Marketing Strategy

Education
International Academy of Design   2000 — 2004
BFA, Advertising & Design

Experience
New York Life Insurance Company   August 2012 - Present
Metropolitan Life Insurance Company  January 2011 - August 2012
Independent Marketing Consultant  September 2009 - December 2010
AXA Equitable  May 2007 - May 2009
Mercy College  June 2005 - August 2008
MetLife  March 2005 - May 2007
MetLife  February 2003 - March 2005
MetLife  June 1999 - January 2003
The Lake Group   October 1998 - May 1999
Main Street Marketing  July 1997 - September 1998

Skills
Campaign Management, Direct Marketing, Marketing Strategy, P&L responsibility, Response Analysis, Marketing Operations, Marketing Management, Budget Management, Campaign Strategy, Strategic Planning, Metrics, Vendor Management, Data Analysis, Business Strategy, Business Planning, Project Planning, Project Management, Budgets, CRM, P&L Responsibility, Management, Program Management, Strategy, Marketing, Competitive Analysis, Leadership, Market Analysis, Direct Mail, Lead Generation, Product Marketing, Segmentation, Operations Management, Database Marketing, Forecasting, Analysis, Integrated Marketing, Market Research, B2B Marketing, Sales

Education
University of California, San Francisco   2009 — 2010
Master's Certificate, Internet Marketing

Iona College   1992 — 1994
MBA, Marketing

University of Hartford   1985 — 1989
BA, History

Experience
New York Life Insurance Company   July 2015 - Present
VisionMenu   September 2014 - June 2015
QuareQ www.Qone.me   May 2014 - September 2014
Fort Wayne Toyota - Lexus   June 2013 - April 2014

Skills
Sales, Customer Service, Leadership, Public Speaking, Microsoft Office, Marketing, PowerPoint, Team Building, Event Planning, Cold Calling, Microsoft Word, Microsoft Excel, Management, Social Networking, Training, Strategic Planning, Life Insurance, Retirement Planning

Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration, Management and Operations

Experience
New York Life Insurance Company   2015 - Present

Skills
Sales, Sales Operations, Account Management, Sales Management, Key Account Management, Leadership, Customer Service, Marketing, Business Development, Management, Team Building

Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General

Wawasee High School   1992 — 1996
Diploma, General Studies

Experience
New York Life Insurance Company   November 2014 - Present
Fremont Community Schools  2008 - 2014
Fort Wayne Community Schools  September 1991 - June 2008

Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Savings, Retirement Income..., Leadership

Education
Indiana University—Purdue University Fort Wayne   1988 — 1991
Master's Degree, Educational Leadership and Administration, General

Experience
New York Life Insurance Company   January 2015 - Present
National Securities  June 2013 - July 2013
Wilson Tire Center   February 2007 - May 2013

Skills
Problem Solving, Business Development, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Management, Sales, Social Media, Investment Banking, Leadership

Education
Inter American University of Puerto Rico-Ponce   2007 — 2013
Bachelor of Business Administration (BBA), Major on Business Development and Management, Minor on Finance

Experience
Arch Benefits Group   January 2015 - Present
MLG Capital Group, LLC   September 2013 - Present
New York Life Insurance Company   January 2013 - September 2013
The Gig Bureau   February 2012 - December 2012
Edward Jones  February 2010 - January 2012
Wireless Lifestyle  2010 - 2011

Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance, IRAs, 401k Rollovers, Time Management, Small Business, Customer Service, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Thought Leadership, Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Asset Protection, Succession Planning, Management, Event Planning, Marketing, Sales, Accounting, Loan Origination, Graphic Design, Commercial Real Estate, Proposal Writing, Report Writing, Public Speaking, Communication, Project Management, Microsoft Office, Social Media, Healthcare, Disability Insurance, Employee Benefits, Voluntary Employee..., Affordable Care Act, Group Benefit Plans

Education
Iowa Wesleyan College
Accounting and Finance

Missouri State University
Business

Oakville High School

Experience
The Morris Group -- Insurance & Financial Services   1985 - Present
New York Life Insurance Company   1985 - Present
NYLIFE Securities LLC  1985 - Present

Skills
Retirement Planning, Estate Planning, Insurance, Protection Planning /..., Investments, Asset Protection, Annuities, 401(k) Rollovers, Wealth Preservation..., Gifting Strategies, Multi-Generational..., Legacies, Small Business, Key Person Protection, Fixed Annuities, Long-term Care, Life Insurance, Finance, Financial Services, Securities, Multi-generational..., Long Term Care Insurance, Retirement, Strategic Financial..., 401k, IRAs, Term Life Insurance, Financial Planners, Whole Life, Universal Life, Series 63, Series 6, Health Insurance, Mutual Funds, Series 7, Employee Benefits, Disability Insurance

Education
Iona College   1968 — 1973
Bachelor of Arts (BA), History

IONA Prep   1965 — 1968

Experience
New York Life Insurance Company   May 2011 - Present
Iowa State University Intramurals   August 2007 - May 2011
Lake Ponderosa Marina   May 2007 - September 2008

Skills
Customer Service, Microsoft Office, Microsoft Excel, Insurance, Investments, Sales, Financial Analysis, Advertising, Leadership, Marketing

Education
Iowa State University - College of Business   2007 — 2011
Bachelor of Science

Iowa State University - College of Business

Experience
Lakeshore  July 2014 - Present
Folsom Skis   May 2013 - Present
Bradsby Group  January 2012 - May 2013
Criterion Management LLC.  June 2010 - January 2012
New York Life Insurance Company   April 2010 - June 2010

Skills
PowerPoint, Excel, Word, Microsoft Office, Access, Salesforce/CRM Systems, Market Research, Marketing, Sales, Microsoft Excel, Microsoft Word, Social Media Marketing, Account Management, Social Media, Budgets, Recruiting, Interviews, Human Resources, Training, Strategic Planning, Project Management, Salesforce.com, Time Management, Consulting, Management, Leadership, Outsourcing, CRM, Business Development, New Business Development, Business Strategy, Social Networking

Education
Iona College
Bachelor of Arts (B.A.), Mass Communication

Yorktown High School   1969 — 1999

Experience
PharMerica  April 2015 - Present
Carolina Panthers  March 2015 - Present
Sava Senior Care  January 2014 - December 2014
Wells Fargo  January 2012 - January 2014
Sanofi-Aventis US  November 2002 - January 2011
Roche Laboratories, Inc.   November 1996 - October 2002
Rhone-Poulenc Rorer  February 1995 - November 1996
Syntex Laboratories, Inc.   February 1989 - January 1995
Canada Dry/Coors Distributing Company of New York   August 1986 - February 1989
New York Life Insurance Company   August 1985 - August 1986

Skills
Cardiology, Neurology, Virology, Diabetes, Pain Management, Hospital Sales, Specialty Sales, Primary Care Sales, Financial Products and..., Pharmaceutical Sales, Long-term Care, New Product Launches, Product Launch, Sales, Infectious Diseases, Account Management, Sales Operations, Selling Skills, Pharmaceutical Industry, Managed Care, Sales Effectiveness, Medical Devices

Education
Iona College   1981 — 1985
Bachelor of Business Administration, Marketing

North Babylon High School   1978 — 1981
High School

Experience
Deloitte Transactions and Business Analytics  August 2014 - Present
Deloitte Transactions and Business Analytics, LLP  August 2012 - August 2014
Various Engagements  March 2011 - June 2012
New York Life Insurance Company   2010 - 2012
Riley Bennett & Egloff, LLP   August 2007 - February 2010

Skills
Litigation, Document Review, Legal Writing, Litigation Support, Strategy, Due Diligence, Civil Litigation, Construction Law, Legal Research, Business Process, Insurance, Business Strategy, Forensic Analysis, Fraud, Relativity, Computer Forensics, Project Management, Legal Discovery, Litigation Consulting, Commercial Litigation, Corporate Law, Real Estate, Arbitration, Corporate Governance, FCPA, Legal Assistance, Dispute Resolution, Legal Compliance, Mediation, Legal Advice, Product Liability, Litigation Management, Immigration Law, Legal Issues, Trials, Appeals, Data Privacy, Insurance Law, Internal Investigations, Private Investigations, Legal Documents, Document Drafting, Expert Witness, Medical Malpractice, Alternative Dispute..., Property Law, Securities Litigation, Class Actions, Data Governance, Courts

Education
Indiana University School of Law—Bloomington   2004 — 2007
Doctor of Law (J.D.), Law

Vanderbilt University   2000 — 2004
Bachelor of Science (BS), Economics

union high school   1996 — 2000
High School Diploma

Experience
BGD Enterprises   January 2013 - Present
Kid's Hope USA  February 2012 - Present
New York Life Insurance Company   2010 - 2012
Appalachia Service Project  May 2009 - August 2010

Skills
Direct Sales, Motivational Speaking, Leadership Development, Personal Development, Entrepreneurship, Business Development, Leadership, Social Networking, Small Business, Business Planning, Marketing, Training, Coaching, Consulting, Strategy, Team Building, Start-ups, New Business Development

Education
Iowa State University - College of Business   2006 — 2010
Bachelor of Business Administration (BBA), Marketing

Experience
Air Line Pilots Association  November 1993 - Present
Northwest Airlines  January 1984 - November 1993
New York Life Insurance Company   October 1981 - January 1984

Education
Inver Hills Community College   2013 — 2016
Associate of Science (A.S.), Paralegal

Roosevelt Senior High School, Minneapolis, Minnesota   1977 — 1980

Experience
Luana Savings Bank   November 2012 - Present
New York Life Insurance Company   October 2011 - October 2012
ING  June 2010 - November 2011
ING  January 2008 - June 2010
AEGON  December 2006 - August 2007
College Pro  October 2004 - August 2005

Skills
Life Insurance, Investments, Sales, Portfolio Management

Education
Iowa State University - College of Business   2003 — 2007
Finance, Real Estate, Banking, Investments

Experience
Provia Laboratories  November 2014 - Present
Team Fight to Walk   November 2010 - Present
Rye Port Real Estate, Inc   May 2005 - Present
New York Life Insurance Company   May 2011 - September 2013
Kinder Box & Dreams Boutique, Rye Brook, NY   February 2008 - February 2009

Skills
Event Planning, Customer Service, Event Management, Facebook, Microsoft Office, Mortgage Lending, Public Relations, Public Speaking, Social Media, Sales, Social Media Marketing, Social Networking, Strategic Planning

Education
Iona College
Masters, Public Relations

Experience
NYLIFE Securities LLC  May 2013 - Present
New York Life Insurance Company   March 2012 - Present
Print Marketing Concepts  February 1997 - October 2012
Mid Atlantic N.A.M.E.   2007 - 2010
Lake Charles American Press  February 1989 - July 1997
Daily Advertiser   1996 - 1997
The Houston Post  1985 - 1989
Palladium Item  1983 - 1985

Skills
Financial Services, Estate Planning, Wealth Preservation..., Licensed in Long Term..., IRA Rollovers, Gifting Strategies, Annuity Sales, Retirement Planning, Key Person Protection, Legacies, 401(k) Rollovers, Multi Generational..., Protection..., Business Succession..., Education Funding..., Risk Management, Seminar Marketing, Key Person Insurance, Creative Problem Solving, Financial Planning, Management, Strategic Planning, IRAs, Social Media, Social Networking

Education
Indiana University-Purdue University at Indianapolis   1974 — 1978
Business, Economics

Kalamazoo College   1971 — 1973
Art, Education

Westlake School for Girls   1961 — 1971

Experience
Eagle Strategies, LLC  June 2013 - Present
NYLIFE Securities LLC  December 2011 - Present
New York Life Insurance Company   December 2011 - Present
Northwestern Mutual  October 2001 - December 2011
CelPril Industries   March 1985 - October 2001

Education
Iowa State University   1974 — 1978
Bachelor of Science (B.S.)

Experience
New York Life Insurance Company   April 2015 - Present
Green and Gold Fund   August 2014 - Present
Foxy Nails & Spa   March 2011 - Present
Inter-Xpresses, LLC   2010 - 2011

Skills
Customer Service, Team Building, Sales, Sales Management, Microsoft Office, Strategic Planning, Management, Microsoft Excel, Inventory Management, Financial Analysis, Mathematics, Customer Satisfaction, Long-term Customer..., Communication, Negotiation, Problem Solving, Finance, Investments, Leadership, Team Leadership, Accounting, Marketing

Education
University of Alabama at Birmingham   2014 — 2016
Finance Investment and Institution minor in International Business, 4.0

Interactive College of Technology-Chamblee   2005 — 2008
Associate of Science (A.S.), Computer Information Sysytem, 3.75

Experience
ADP  July 2015 - Present
New York Life Insurance Company   November 2012 - March 2014
Morgan Stanley  December 2009 - November 2012
TEKsystems  November 2006 - November 2009
Aditi Technologies  August 2005 - February 2006
TVA Infotech   2004 - 2005

Skills
Technical Recruiting, Executive Search, Recruiting, Talent Management, Screening, Talent Acquisition, Management, Sourcing, Information Technology, Benefits Negotiation, Interviews, Applicant Tracking..., Screening Resumes, Internet Recruiting, Cold Calling, Vendor Management, Background Checks, Contract Recruitment

Education
Institute of Technology and Management   2002 — 2004
MBA, Human Resources

Mount Carmel College   1999 — 2002
BBM, Finance

Experience
Wyndham Worldwide  January 2012 - Present
PCLINKUP INC   2005 - Present
SHI  August 2011 - December 2011
New York Life Insurance Company   December 1997 - August 2011
NEW YORK LIFE INSURANCE  January 1997 - August 2011
New York Life Insurance Company   1997 - 2011

Skills
VMware, Servers, Virtualization, Windows Server, Cloud Computing, VMware ESX, IT Management, Disaster Recovery, Testing, Operating Systems, System Deployment, Troubleshooting, HP, Data Center, Technical Support, Infrastructure, Hardware, SharePoint, System Administration, Windows, Help Desk Support, Software Documentation, Software Installation, Microsoft Exchange, Active Directory, DNS, Citrix, Blackberry Enterprise..., Microsoft Technologies, ITIL, Cisco Technologies, Server Architecture, Security, SCCM, Cluster, DHCP, Group Policy, High Availability, Network Security, SAN, Windows 7, VMware Infrastructure, TOGAF, Infrastructure...

Education
Iona College   1993 — 1998
Bachelor of Science Degree, Computer Science

Iona College   1993 — 1997
Bachelor of Arts (BA), Computer Science

Experience
New York Life Insurance Company   September 1990 - Present
New York Life Insurance and Annuity Company   September 1990 - Present

Skills
Retirement Planning, 401k Rollovers, Life Insurance, College Funding..., Mutual Funds, Long Term Care Insurance

Education
Iona College   1979 — 1983
Accounting

Annunciation

Experience
One Resource Group  August 2007 - Present
New York Life Insurance Company   August 2005 - December 2006

Skills
Long Term Care, Term Life Insurance, Insurance, Annuities, Estate Planning, Disability Insurance, Agents, Retirement, Retirement Planning, Medicare Supplements, Brokers, Financial Planning, Underwriting, New Business Development, Long-term Care, Wealth Management, Strategic Financial..., Fixed Annuities, Long Term Care Insurance, Whole Life, Group Insurance, Universal Life

Education
Indiana University—Purdue University Fort Wayne   2000 — 2005
Organizational Leadership and Supervision, Business

Mishawaka High School

Experience
New York Life Insurance Company   July 1998 - Present
NYLIFE Securities LLC  July 1998 - Present

Skills
Fixed Annuities, Retirement Planning, Life Insurance, Key Person Protection, Guaranteed Lifetime..., Financial Services, Insurance, Wealth, Tax, Disability Insurance, Long-term Care, Key Person Insurance, Term Life Insurance, Retirement, Universal Life, Estate Planning, Securities

Education
Institute Of Technology And Management   1973 — 1980
D.T.M., D.B.M, Textile Engineering, Business Management

Experience
Pier 1 Imports  November 2014 - Present
Pier 1 Imports  November 2013 - November 2014
Semi-retired  January 2013 - October 2013
Solomon Edwards  June 2012 - November 2012
Ryan Specialty Group  December 2011 - May 2012
HSBC  April 2007 - June 2011
Conseco  October 2006 - April 2007
Bankers Life and Casualty  May 2004 - September 2006
Genworth Financial  1998 - 2004
New York Life Insurance Company   1997 - 1999

Skills
Financial Reporting, Finance, Accounting, Insurance, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Analysis, Banking, Risk Management, Strategic Financial..., Due Diligence, Credit, Management, Corporate Finance, Managerial Finance, Internal Controls, Financial Risk, Process Improvement, Financial Services, Auditing, Financial Modeling, Mutual Funds

Education
Indiana University of Pennsylvania   1974 — 1978
BS, Accounting & Marketing

Canevin High School   1970 — 1974

Experience
New York Life Insurance Company   April 2013 - Present
New York Life Insurance Company   1970 - 2013

Skills
Team Building, Team Leadership, Strategic Planning, Insurance, Problem Solving, Business Planning, Management, New Business Development, Program Management, Customer Service, Sales Management, Coaching, Risk Management, Life Insurance, Budgets, Business Strategy, Retirement Planning, Vendor Management, Leadership, Financial Analysis, Process Improvement, Business Analysis, Strategic Financial..., Business Process..., Retirement, Employee Benefits, Business Development, Fixed Annuities, Cross-functional Team..., Change Management, Analysis, Business Intelligence, Training, Executive Management, Strategy, Investments, Long Term Care Insurance, Small Business, IRAs, Series 6, Long-term Care, Disability Insurance, Mutual Funds, Variable Annuities, 401k, Term Life Insurance, Financial Planners, 401k Rollovers, Wealth Management, Whole Life

Education
Iona College   1966 — 1970
BA

Experience
Friedlander Group, Inc.   January 2013 - Present
Liberty Mutual Insurance  July 2010 - January 2013
New York Life Insurance Company   May 2009 - August 2009

Skills
Insurance, Analysis, Property & Casualty..., Microsoft Excel, Workers Compensation, Customer Service, Marketing, Data Analysis, Strategic Planning, Risk Management, Commercial Lines, Underwriting

Education
Iona College
BBA - Hagan School of Business, Marketing

University of Oxford
Study Abroad, International Economics

Experience
State Farm Insurance  May 2005 - Present
State Farm Insurance  2005 - Present
New York Life Insurance Company   January 1998 - May 2003

Skills
Term Life Insurance, Whole Life, Universal Life, Life Insurance, Fixed Annuities, Insurance, Long-term Care, Wealth, Estate Planning, Disability Insurance, Health Insurance, Commercial Lines, Retirement Planning, Legal Liability, Homeowners, Renters, Series 6, Liability, Long Term Care Insurance, IRAs, Mutual Funds, Workers Compensation, Retirement, General Insurance, Casualty, 401k, Commercial Insurance

Education
Iowa Lakes Community College   1979 — 1981
Associate's degree, Agricultural Business and Management

Experience
Brilliant™  January 2015 - Present
Brilliant™  July 2012 - January 2015
CDW  April 2010 - July 2012
New York Life Insurance Company   November 2009 - March 2010
Lakeshore Athletic Club  August 2002 - August 2009

Skills
Solution Selling, Consultative Selling, Sales, Selling, Salesforce.com, Executive Management, Selling Skills, Account Management, Networking, Credit, Budgets, Account Reconciliation, Inventory Management, Business Development, Pricing, New Business Development, Cold Calling, Forecasting, Sales Management, Sales Process, Time Management, Management, Recruiting, Temporary Placement, Temporary Staffing, Talent Acquisition

Education
Iowa State University   1994 — 1998
Horticulture

Storm Lake High School

Experience
Pike Medical Consultants  May 2013 - Present
Insidesign, Inc  September 2012 - Present
New York Life Insurance Company   March 2012 - Present
Target  July 2011 - April 2012

Education
Indiana University-Southeast   2006 — 2010

Experience
U.S. Census Bureau -- Census Coverage Management   February 2010 - April 2010
United American Insurance  May 2008 - September 2009
The Seigel Group of Nevada   July 2008 - November 2008
Play LV - The Gold Spike Casino   March 2008 - June 2008
Westgate Resorts  August 2007 - January 2008
Aflac  April 2006 - August 2007
Unlimited Men's Halfway House 1&2   June 2005 - March 2006
Otis C. Tramble,Jr. Insurance Brokerage   May 1991 - July 2002
Eagle Insurance and Financial Services   January 1998 - July 1998
New York Life Insurance Company   December 1990 - March 1991

Education
Las Vegas Urban League's Public Computer Centers   2011 — 2011
none, familiarized me with Word, Excel and Power Point applications.

University of Arkansas at Little Rock, William H. Bowen School of Law   1978 — 1979
Studied, First Year Law Student

Indiana University-Northwest   1975 — 1976
Studied, Gradute School of Public and Enviornmental Affairs - Public Affairs Management

University of Arkansas at Pine Bluff   1968 — 1972
Bachelor's of Arts, History $ Political Science, Minor: Social Science

Experience
New York Life Insurance Company  

Skills
Insurance, Financial Analysis, Investments, Financial Services, Leadership, Process Improvement

Education
Iona College
Master of Business Administration (MBA), Accounting, Cum Laude

Experience
Lomarena Elementary   September 2013 - Present
New York Life Insurance Company   August 2011 - August 2013
Pet Partners of Orance County   January 2002 - December 2006
Self Employed  January 1992 - December 1998
Car Gallerie   January 1997 - May 1997
Nicestones Exportação E Comércio Ltda.   January 1992 - September 1996
Goethe-Institut São Paulo   January 1989 - December 1993
Alliance Française de São Paulo   January 1991 - June 1991

Skills
Insurance, Brazilian Portuguese, Financial Analysis, Strategic Financial..., English, Investments, Retirement Planning, Portuguese, Spanish, Customer Service, IRAs, Finance, Financial Services, Management, Risk Management, French, Foreign Languages, Banking, International Business, International Trade, German, Purchasing Negotiation, Budget Setting, Strategic Planning, Negotiation, Business Planning, Team Leadership, Underwriting, Sales, Budgets, Leadership, Marketing, Reinsurance, Translation, Business Development, Financial Risk, Analysis, Pricing, Forecasting, Mergers & Acquisitions, New Business Development, Financial Modeling, Business Strategy, Due Diligence, Rusted German, Negotia, Purchase Management, Sales Management, Interpreting, Organization

Education
Irvine Valley College
French Studies

Alliance Française

Universidade Presbiteriana Mackenzie / Universidade Mackenzie
Biology Major, General

Colégio Imperatriz Leopoldina
High School

FINRA
Certificate, Investments and Securities

Goethe Institut
ZDaF, ZMP, Germanic Languages, Literatures, and Linguistics

University of Colorado Boulder
English, TOEFL

Experience
Private Client  April 2012 - Present
New York Life Insurance Company   1998 - 2012
Melito & Adolfsen PC   May 1990 - July 1998

Skills
Legal Research, General and Business..., CLE Coordinator, Mentoring, Knowledge Management, Instructor-led Training, Library Instruction, budgets and budget..., Legal Writing, Insurance Law, Finance, Securities, Insurance, FINRA, Corporate Governance, Due Diligence, Trials, Training, Corporate Law, Customer Service, Public Speaking, Contract Negotiation, Risk Management, Management, Financial Services

Education
Iona College   1987 — 1989
BS, Business Administration and Management, General

Russell Sage   1975 — 1978
Elementary Education and Teaching

Experience
New York Life Insurance Company   2011 - 2012

Education
Indiana University of Pennsylvania   2005 — 2009
Bachelor of Science (B.S.), Finance/Accounting

Experience
New York Life Insurance Company   December 2013 - Present
New York Life Insurance Company   August 2011 - Present
New York Life Insurance Company   May 2011 - August 2011

Skills
Video Conferencing, Cisco Technologies, Enterprise Software, Networking, Technical Support, System Deployment, Integration, Business Analysis, Team Leadership, Customer Service, Project Management

Education
Iona College   2010 — 2013
Bachelor of Arts (BA), Computer Science

Saunders Trades & Technical HS   2005 — 2009
Electrical Computer Circuitry, 3.8/4.0

Experience
Fifth Street Asset Management  March 2015 - Present
Fifth Street Asset Management  September 2013 - February 2015
New York Life Insurance Company   September 2009 - August 2013
Sandell Asset Management  January 2007 - October 2008
MarketAxess  November 2003 - April 2006
Daystar Partners LLC   October 1997 - April 2003

Skills
Spreadsheets, Budgets, Executive Support, Office Management, Business Planning, Business Analysis, Accounting, Project Management, Vendor Management, Human Resources, Annual Meetings, Travel Planning, Recruiting, Employee Benefits, Executive...

Education
Iona College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, cum laude

Experience
New York Life Insurance Company   May 2015 - Present

Skills
Management, Research, Photoshop

Education
Indiana University—Purdue University Fort Wayne   1992 — 1996
Bachelor's degree, Secondary Education and Teaching

Northrop High School   1988 — 1992
High School Degree

Experience
New York Life Insurance Company   September 2014 - May 2015
Consolidated Health Plans  September 2013 - August 2014

Skills
Leadership, Life Insurance, Employee Benefits, Retirement Planning, Networking, Annuity Sales, Asset Protection, Health Insurance, Business Insurance..., Education Funding..., Legacy Planning, Financial Services, Accounting, Whole Life, Disability Insurance, Be Your Own Banker

Education
Isenberg School of Management, UMass Amherst   2011 — 2013
Bachelor of Business Administration (BBA), Accounting