New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life Insurance Company July 2014 - Present
Whole Foods Market May 2010 - June 2014
Skills
Retirement Planning, Term Life Insurance, Public Speaking, Buy-sell Agreements, Customer Retention, Permanent Life Insurance, Estate Planning, Risk Management, Customer Service, Personal Finance, Wealth Preservation..., Protection..., Seminar Marketing, Annuity Sales, Education Funding..., Licensed in Long Term..., Insurance, Sales, Team Building, Leadership, Microsoft Office, Marketing, Time Management, Licensed in Long Term..., Wealth Transfer..., Training, Event Management, Retirement, Strategic Planning, Finance
Education
University of Miami 2010 — 2012
Bachelor of Science (BS), Poltical Science/Business Administration
Santa Fe College 2009 — 2010
Associate's Degree, Business Administration and Management, General
Johnson & Wales University 2006 — 2008
Associate of Science (A.S.), Culinary Arts/Chef Training
Virginia Home for Boys and Girls September 2014 - Present
ChemTreat October 2009 - September 2014
New York Life Insurance Company February 2008 - October 2009
DriveTime February 2007 - February 2008
OSI Collection Services February 2006 - February 2007
OSI Collection Services February 2002 - February 2006
Skills
-Analyzing Complex Data, -Problem Solving, -Multiple Disciplinary..., -Driving Results, -Multifaceted Research, -Motivating Individuals, -Maximizing Team..., -Business Operations, Call Centers
Education
John Tyler Community College 1997 — 1998
n/a, Some Coursework, n/a
Madison Lumber Company Inc November 2014 - Present
New York Life Insurance Company June 2014 - September 2014
Decatur Utilities May 2013 - August 2013
Academy Sports + Outdoors November 2010 - October 2011
Skills
Microsoft Office, Sales, Organization, Cpr Certified, Learning Management, Finance, Teamwork, Customer Service, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Strategic Planning, Management, Time Management, Training, Team Building
Education
Indiana University Southeast 2011 — 2014
Bachelor of Science (B.S.), Business Management and Finance
John C Calhoun State Community College 2009 — 2011
Associate of Science (AS), Physical Therapy/Therapist
New York Life Insurance Company May 2014 - Present
JD Byrider November 2013 - June 2014
American Freight Furniture and Mattress January 2008 - October 2013
Skills
Sales, Retail, Sales Management, Inventory Management, Store Management, Profit, Customer Satisfaction, Inventory Control, Retail Sales, Customer Service, Merchandising, Loss Prevention, Team Building, Direct Sales, Purchasing, Marketing Strategy, Training, Microsoft Office, New Business Development, Microsoft Excel, Microsoft Word, Time Management, Team Leadership, PowerPoint, Social Media Marketing, Strategic Planning, Outlook, Marketing Communications, Social Media, Advertising, Email Marketing, Online Marketing, Shrinkage, Furniture, Facebook, Access, English, Customer Retention, Sales Operations, Account Management, Leadership, Sales Process, Management, Forecasting
Education
Jefferson Community College 2007 — 2008
FeedMore March 2012 - Present
FeedMore, Inc. September 2010 - February 2012
Union Presbyterian Seminary 2005 - 2010
New York Life Insurance Company 2002 - 2005
Central Carolina Bank / First Market Bank 1998 - 2002
Central Fidelity Bank / Wachovia 1997 - 1998
Bank of America 1982 - 1997
Skills
Non-profits, Volunteer Management, Community Outreach, Fundraising, Program Development, Event Planning, Public Speaking, Nonprofits, Community Development, Grant Writing, Leadership Development, Planned Giving, Training, Annual Giving, Strategy, Capital Campaigns, Stewardship, Grants, Board Development, Non-profit..., Public Relations, Philanthropy, Strategic Planning, Event Management, Leadership
Education
James Madison University 1976 — 1980
Bachelor of Music, Performance, Cum Laude
University of Richmond - Robins School of Business
MBA candidate
New York Life Insurance Company June 2015 - Present
Miller, Miller, Bradwish & Miller, P.A. October 2014 - March 2015
SelectQuote Insurance Services April 2013 - October 2014
JJ's Vintage Clothing February 2011 - October 2012
Mark Lodinger & Associates, Life and Health Insurance May 2005 - March 2011
Transit Plus October 2004 - May 2005
Carpet Image Services June 2003 - June 2004
Skills
Customer Service, Outlook, Microsoft Excel, Office Management, Data Entry, Accounts Payable, Microsoft Word, Spreadsheets, Microsoft Office, PowerPoint, Administrative..., QuickBooks, Management, Payroll
Education
Florida State Junior College 1980 — 1981
none, Business Administration and Management, General
Jacksonville State University 1968 — 1969
none, Business
Fletcher Senior High School
Academic, academic/business
University of North Florida
none, Business Administration and Management, General
New York Life Insurance Company July 2012 - Present
Bank of New York Mellon October 2010 - December 2010
Bank of America/Merrill Lynch Investment Center January 2010 - August 2010
SRU Inc and Flooring USA October 2008 - June 2009
Blue Cross Blue Shield of RI October 2007 - October 2008
Macy's November 2006 - March 2007
National Product Service (RAC) December 2005 - March 2006
JN Phillips Autoglass July 2005 - December 2005
Fidelity Investments December 1997 - May 2005
Skills
Microsoft Office, Customer Service, Excel, Insurance, Inventory Management, Teamwork, Troubleshooting, Fax, Word
Education
Johnson and Wales University 2001 — 2003
credit earned towards a B.S., Web Development & Internet Commerce
Northeastern University 1979 — 1998
credit earned, Criminal Justice
New York Life Insurance Company March 2014 - Present
at MetLife September 2011 - February 2014
Nature's Gifts International July 2009 - July 2011
Nature's Gifts International, LLC June 2008 - July 2011
Nature's Gifts, Inc. June 2008 - December 2008
MetLife June 2002 - May 2008
Skills
Employee Benefits, Customer Service, Human Resources, Insurance, Recruiting, Account Management, Accounting, Accounts Receivable, Event Planning
Education
Johnson County Community College 1999 — 2001
Early Childhood Education and Teaching
Johnson County Community College 1994 — 1996
Accounting and Finance
Park University 1989 — 1990
Economics
Sumner Academy 1984 — 1989
Merrill Edge November 2012 - Present
New York Life Insurance Company August 2012 - December 2012
Robert W. Baird & Co. June 2011 - August 2011
Valet Management Services November 2010 - May 2011
Skills
Financial Analysis, Investments, Series 63, Valuation, Portfolio Management, Macroeconomics, Microsoft Excel, Microsoft Office, Economics, Financial Modeling, Equity Research, Equities, Thompson One, PowerPoint, Microsoft Word, Licensed Life & Health..., Series 7, Trading, ETFs, Options, Fixed Income, Bonds
Education
Jacksonville University 2008 — 2012
BBA, Economics
New York Life Insurance Company March 2015 - July 2015
Cornell University July 2013 - August 2013
Cornell University January 2013 - June 2013
BD Stadia January 2012 - April 2012
Ithaca College Recreational Sports September 2009 - January 2012
The Argus Group, LLC December 2011 - December 2011
Finger Lakes Downhill Dash August 2010 - October 2010
Skills
Sports Marketing, Sports Management, Event Planning, Event Management, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Public Relations, Athletics, Fundraising, Life Insurance, Retirement Planning, Asset Protection, Wealth Preservation..., Licensed in Long Term...
Education
Ithaca College 2009 — 2013
Bachelor of Science (BS), Sport Management
Citizens Investment Services October 2014 - Present
Santander Investment Services June 2013 - October 2014
Santander Investment Services July 2012 - June 2013
New York Life Insurance Company March 2012 - July 2012
Allstate Financial November 2009 - March 2012
Metlife/ 128 Alliance Financial June 2006 - August 2009
International Appliance October 2000 - April 2006
Education
Johnson and Wales University 2013 — 2015
Master of Business Administration (MBA)
Johnson and Wales University 2003 — 2006
BA, Financial Services Mgmt
Louisiana Tech University 2002 — 2003
Professional Aviation
Classical High School 1998 — 2002
STARTEK October 2013 - Present
James Madison University - CIT August 2012 - December 2012
New York Life Insurance Company June 2012 - August 2012
James Madison University - Madison Art Collection August 2011 - April 2012
Blue Ridge Mountains Council May 2010 - August 2011
Skills
Expert Communicator, Human Resources, Leadership, Public Relations, Development & delivery..., Recruiting, Management, Finance, Well-organized, Tech Savy, Customer Service, Team-oriented, Eagle Scout
Education
James Madison University 2009 — 2013
Bachelor of Science (BS), Psychology, Human Resource Development
Message Music June 2011 - December 2014
Innovation Group August 2013 - May 2014
Lakeshore staffing 2012 - 2013
Kelly Services- All State October 2012 - November 2012
Randstad Temp Agency February 2012 - June 2012
New York Life Insurance Company June 2011 - August 2011
Jackson State University September 2010 - May 2011
US Forest Service June 2009 - August 2009
Skills
Customer Service, Outstanding..., Dependable Team Player, Microsoft Office, Phone Etiquette, Team Building, Executive..., Gatekeeping, C-level support
Education
Jackson State University 2006 — 2011
Mass Communication/Media Studies
Lincoln Park H.S
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company June 2014 - Present
Welch Allyn September 2013 - April 2014
Welch Allyn 2007 - 2013
Welch Allyn, Inc. 2004 - 2007
Welch Allyn 2001 - 2004
US Navy Reserve 2000 - 2004
VeriFone 1999 - 2001
Skills
Leadership, Problem Solving, Risk Management, Succession Planning, Customer Satisfaction, Direct Sales, Retirement, Small Business, Networking, Retirement Planning, 401(k) Rollovers, Permanent Life Insurance, Supplements to Employee..., Term Life Insurance, Wealth Transfer..., Wealth Preservation..., Annuity Sales, Asset Protection, Business Insurance..., Charitable Giving, Buy-sell Agreements, Creative Problem Solving, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Personal Finance, Protection..., Multi-Tasking Skills, Customer Retention, Life Insurance, Account Management, Insurance, Relationship Management, Building Relationships, Business Exit Strategy, Business Networking, Business Succession..., Sales, Customer Relations
Education
University of Phoenix 2008 — 2011
BS, Business Management
ITT Technical Institute-Portland 1995 — 1997
AAS, Electrical Engineering, 3.85
Deloitte December 2011 - Present
New York Life Insurance Company 2014 - 2015
Whirlpool Corporation 2014 - 2014
Bank of America 2012 - 2013
Mahindra Satyam December 2011 - May 2012
Wipro Technologies 2010 - 2011
IBM india Pvt ltd July 2007 - June 2010
IBM India 2007 - 2010
Skills
SAP BI, ABAP, Business Objects, Data Warehousing, SAP R/3, SAP ERP, SAP BW, SAP Netweaver, SAP Implementation, BDC, Business Intelligence, Data Migration, WebDynpro, SAP, SAP HANA, SAP BPC, SPP, UNIFIED BPC, sFIN, S/4HANA
Education
Jawaharlal Nehru Technological University 2003 — 2007
B.Tech, Electronics and Communications
New York Life Insurance Company October 2013 - Present
Kelly Services/ Nissan Motor Acceptance Corporation October 2012 - May 2013
Comcast Cable June 2008 - September 2012
Skills
Call Centers, Broadband, Telephony, Telecommunications, VoIP, Troubleshooting, Customer Retention, Customer Experience, Cabling, Customer Satisfaction, Avaya, Technical Support, T1, IP, Provisioning, Active Directory, Avaya Technologies, Computer Network..., Customer Service, Data Entry, Escalation, Ethernet, IVR, Leadership, LAN-WAN, Routers, Networking, Software Documentation, Security, Team Leadership, Workforce Management
Education
Jackson State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Observer-Reporter August 2008 - Present
New York Life Insurance Company June 2007 - August 2008
LIDS Sports Group November 2005 - June 2007
Skills
Sales, Sales Management, Customer Service, Microsoft Office, Work Independently with..., High degree of..., Work Ethic, Committed to...
Education
ITT Technical Institute-Pittsburgh 2003 — 2005
Associate's degree, Computer Systems Networking and Telecommunications
BIC Sport May 2014 - Present
Communispace Corporation April 2013 - May 2014
Golden Billboard February 2011 - April 2013
Atlantic Insurance Solutions November 2009 - April 2012
New York Life Insurance Company April 2010 - July 2011
Skills
Social Media, Online Marketing, E-commerce, Business Strategy, Product Management, Monetization, Start-ups, Strategy, Mobile Devices, Strategic Partnerships, Online Advertising, Business Development, Entrepreneurship, Management, Graphic Design, User Interface Design, Branding & Identity, Logo Design
Education
Johnson and Wales University 2006 — 2010
Entrepreneurship, International Business
New York Life Insurance Company AgentNew York Life Insurance CompanyDecember 2009 - Present
CityDive 2008 - 2011
MeckLink Behavioral Healthcare 2000 - 2006
Mecklenburg County Area Mental Health (Tom Ray Facility) & Rowan Salisbury School System August 1998 - January 2001
CHS – Behavioral Health Center; CHS-The Willows at Amethyst December 1994 - July 1998
UPMC Western Psychiatric Institute and Clinic – Adolescent Day T June 1993 - July 1994
Skills
IRAs, Long Term Care Insurance, Fixed Annuities, Retirement Planning, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Retirement, Strategic Financial..., Wealth Management, Estate Planning, Business Succession..., Health Insurance, Insurance, Term Life Insurance, Series 63, Financial Services, Financial Planners, Critical Illness, Voluntary Employee..., College Funding..., Buy - Sell Funding, Executive Bonus, Key Person Protection, Deferred Compensation, Leadership, Public Speaking
Education
Johnson C. Smith University - JCSU
Bachelor of Arts (BA)
University of North Carolina at Charlotte
License to Teach
New York Life Insurance Company 2013 - Present
Erie Insurance Group September 2011 - February 2013
Commonwealth of Kentucky June 2011 - August 2011
Mahindra Satyam March 2010 - May 2011
TNS December 2007 - February 2010
Coretree April 2006 - November 2007
WEITEX SOLUTIONS INC February 2005 - March 2006
Skills
ASP.NET, Microsoft SQL Server, SharePoint, C#, jQuery, Microsoft Certified..., Microsoft Office..., Software Development, Requirements Analysis, Business Intelligence, SOA, LINQ, SDLC, SQL, CSS, WCF, Web Services, Agile Methodologies, Visual Studio, ADO.NET, Databases, .NET, Web Applications, AJAX, XML, JavaScript, XSLT, SharePoint Designer, InfoPath, ASP, TFS, Integration, SSRS, IIS, SharePoint Server
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.Tech, Computer Science Engineering
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science
Forster Orthodontics May 2014 - April 2015
YWCA Southeastern Massachusetts June 2013 - May 2014
YWCA Southeastern Massachusetts April 2013 - May 2014
YWCA Southeastern Massachusetts January 2013 - June 2013
New York Life Insurance Company April 2010 - December 2012
Edward Jones February 2009 - November 2009
Victoria's Secret June 2003 - February 2009
Skills
Management, Customer Service, Sales, Talent Acquisition, Social Media Marketing, Fundraising, Integrated Marketing
Education
Johnson and Wales University
MBA, Organizational Leadership
University of Massachusetts Dartmouth
BA Spanish, Double Minor: Portuguese & Business
MassMutual Financial Group January 2015 - Present
New York Life Insurance Company 2010 - June 2015
US Mobile Club January 2007 - January 2015
Human Rights Watch April 2009 - March 2010
Relief International January 2004 - December 2006
Tejgaon College January 2000 - December 2003
Skills
Prospecting new clients, Follow-up, Time Management, Customer Service, Insurance, Sales, Community Outreach, Team Leadership, Life Insurance, Social Media, Blogging, WordPress, Email Marketing, SEO, Social Networking, SEM, Digital Marketing, Google Analytics, Google Adwords, English, Social Media Marketing, Marketing Strategy, PPC, PowerPoint, Online Marketing
Education
Borough of Manhattan Community College 2009 — 2011
Associate, Business Administration
Jahangirnagar University 1995 — 2000
Bachelor, English
BMC - Building Materials and Construction Services October 2014 - Present
Dell SecureWorks June 2014 - October 2014
Transamerica Financial Advisors, Inc. January 2014 - March 2014
Stream Global Services December 2012 - February 2013
Capital Commonwealth Capital Corp March 2012 - September 2012
New York Life Insurance Company June 2011 - September 2011
PC Tech and IT Helpdesk, Universal American Insurance October 2010 - November 2010
L. Ortega & Associates of Tampa Bay, LLC July 2010 - September 2010
PODS February 2010 - June 2010
Skills
Windows 7, Troubleshooting, Help Desk Support, Software Installation, Technical Support, Hardware, Printers, Active Directory, Windows XP, Networking, Laptops, System Deployment, Customer Service, Citrix, Microsoft Office
Education
ITT Technical Institute-Tampa 2009 — 2011
Associates of Science, Computer Networking Systems
Newburgh Free Academy
New York Life Insurance Company May 2012 - Present
Education
Jacksonville State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Grissom High School 1984 — 1988
New York Life Insurance Company December 2012 - Present
JP MORGAN CHASE BANK October 2009 - January 2012
ROSLYN SAVINGS BANK July 2007 - December 2008
UCO BANK January 1974 - February 2007
UCO BANK January 1974 - February 2007
Skills
Retail Banking, Commercial Banking, Banking, Loans, Small Business Lending, Branch Management, Customer Service, Loan Origination, Cross Selling, Accounts Payable, Credit Cards, Mortgage Lending, Branch Banking, Mortgage Banking, Credit, Account Reconciliation, Refinance, Trade Finance, Residential Mortgages, Commercial Lending, Financial Risk, Finance, Investments
Education
Jiwaji University 1965 — 1970
MASTER OF SCIENCE, CHEMISTRY
Jiwaji University 1965 — 1970
Master of Science, Chemistry
FINRA
Series 6 exam, Mutual funds, annuities and variable life insurance.
Anthem, Inc. May 2013 - Present
New York Life Insurance Company August 2011 - May 2013
New York Life Insurance Company April 2006 - August 2011
Darden Restaurants June 2003 - May 2005
Johnson & Wales University August 2000 - May 2003
Skills
Social Media, Marketing Strategy, Public Speaking, Spanish, Series 6, Digital Marketing, Direct Marketing, Strategy, Marketing Communications, Brand Awareness, Strategic Thinking, FINRA, Life Insurance, Patnership Building
Education
Johnson and Wales University 1999 — 2003
BS
International School of Beijing (ISB) 1996 — 1998
Capital One 2012 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Java, Visual Basic, CSS, Javascript, HTML 5, Microsoft Office, Analytical Skills, Project Management
Education
James Madison University 2008 — 2012
Integrated Science and Technology
New Bedford Corporation January 2015 - Present
Virginia Asset Management April 2007 - January 2015
New York Life Insurance Company October 2003 - February 2007
MetLife October 2002 - October 2003
Skills
Customer Service, Customer Experience, Customer Satisfaction, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Insurance, HIPAA, Life Insurance, Financial Services, Client Services, Client Liaison, Risk Management, Investments, Operations Management, Budget Process, Sponsorship Program..., Mission Work, Humanitarian, Mission Oriented, Servant Leadership, Fundraising, Team Building, Event Planning, Team Leadership
Education
J Sargeant Reynolds Community College
Pre-Nursing Studies
Liberty University
Pre-Nursing Studies
Cvent February 2015 - Present
Cvent February 2014 - February 2015
Cvent February 2012 - February 2014
Cvent July 2010 - January 2012
New York Life Insurance Company May 2009 - August 2009
Skills
Salesforce.com, CRM, Social Media Marketing, Sales, Marketing, Market Research, Online Advertising, Email Marketing, Social Networking, Social Media, Marketing Strategy, Leadership, Event Planning, Time Management, Account Management, Customer Service, Trade Shows, Cold Calling
Education
James Madison University 2006 — 2010
Marketing, Business to Business Marketing
USLI December 2013 - Present
Brownstone Agency Inc. March 2013 - August 2013
New York Life Insurance Company October 2012 - February 2013
The Theater Project June 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
Babik G. & Co. August 2007 - October 2007
Skills
Decision Support, Decision Trees, Decision Analysis, Marketing Strategy, Marketing Communications, Microsoft Technologies, Microsoft Excel, PowerPoint, Marketing, Sales, Social Media Marketing, Facebook, Salesforce.com, Negotiation, Lead Generation, Pricing, Management, Account Management, Customer Retention, Sales Operations, Retail, Social Networking, Forecasting, Advertising, Leadership, CRM, Market Research, Customer Satisfaction, Analysis, Online Marketing, Time Management, Competitive Analysis, Insurance, Business Development
Education
Ithaca College 2011 — 2012
Master of Business Administration (MBA), Marketing, 3.5
Ithaca College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, 3.25
Safeguard Properties April 2014 - Present
InfoCision Management Corporation December 2013 - April 2014
Vanik and Butscher, LLP December 2012 - May 2013
Shadetree Powersports July 2006 - October 2012
New York Life Insurance Company December 2003 - June 2006
Spherion Office Professionals April 2003 - December 2003
Paragon Data Systems, Inc May 2001 - February 2003
Kelly Services, Inc July 2000 - May 2001
Shapiro & Felty, L.L.P December 1999 - July 2000
G.M.S. Management July 1998 - November 1999
Skills
Filing, Telephone Skills, Accounts Payable, Accounts Receivable, Microsoft Word, Banking, Sales, Invoicing, Purchasing, Financial Statements, Process Scheduler, Human Resources, Microsoft Excel, Outlook, QuickBooks, AS400 system, Google Maps, Google Chrome, Internet Explorer, Customer Service
Education
North Carolina Wesleyan College 1991 — 1994
Theatre/Theater
North Carolina Wesleyan College 1991 — 1994
J Sargeant Reynolds Community College 1991 — 1991
Hermitage High School 1989 — 1991
BGC Partners May 2015 - Present
Tradition May 2014 - April 2015
Bonds.com May 2013 - April 2014
Vyapar Capital Markets March 2006 - April 2013
Vyapar Capital Market Partners March 2006 - March 2008
Tullett Liberty March 2005 - March 2006
JPMorgan Chase March 2004 - March 2005
New York Life Investment Management September 2001 - March 2004
New York Life Insurance Company September 2001 - December 2001
Fidelity Investments June 2000 - September 2001
Skills
Bloomberg, Equities, Investments, Risk Management, Credit, Finance, Microsoft Office, Sales, Pricing, Customer Service, Funding, Fixed Income, Credit Derivatives, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Business Administration (BBA)
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company October 2010 - Present
Bank of America March 2009 - July 2010
Squires, Sanders and Dempsey L.L.C. February 2008 - February 2009
Skills
Insurance, Estate Planning, Time Management, Protection..., Wealth Preservation..., Licensed Life Insurance..., 401(k) Rollovers, Annuity Sales, Key Person Protection, Multi-tasking Skills, Thought Leadership, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Permanent Life Insurance, Succession Planning, Investments, Charitable Giving, Personal Finance
Education
John Carroll University 2003 — 2007
Bachelors of the Arts, English
St. Ignatius High School 1999 — 2003
Euclid Financial Services LLC January 2010 - Present
NYLife Securities January 2005 - January 2010
New York Life Insurance Company January 2000 - January 2010
Education
Johnson & Wales University
B.S., Finance
Business Association of Supply Expertise (B.A.S.E) May 2015 - Present
Rutgers Women in Business September 2014 - Present
Chia-Siou Educational Foundation (CSEF) June 2011 - Present
The Gem Project, Inc. September 2014 - Present
Elementem Photography June 2015 - 2015
Rutgers Business School 2015 - 2015
New York Life Insurance Company 2015 - 2015
The Gem Project, Inc. February 2014 - May 2014
InterVarsity Christian Fellowship/USA February 2013 - May 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Team Building, Team Leadership, Self-motivated Team..., Dependable Team Player, Flexible to Change, Sewing, Community Outreach, Leadership, Public Relations, Nonprofits, Photography, Fundraising, Program Development, Advertising, Customer Service, Public Speaking
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2015
Marketing and Supply Chain Management, Senior
Johnson and Wales University 2011 — 2012
Fashion Merchandising and Retail Marketing
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company December 2013 - Present
InDyne Inc. June 2013 - August 2013
NASA/HITSS June 2010 - August 2010
Skills
Finance, Client Confidentiality, Financial Analysis, Networking, 401k Rollovers, Whole Life, Education Funding..., Event Planning, Social Networking, Facebook, Retirement Planning, Social Media, Microsoft Office, Microsoft Excel, Bloomberg Terminal, PowerPoint, Adobe Creative Suite, Microsoft Word, Windows, OS X, Public Speaking, Long Term Care Insurance, Balancing Budgets, Photoshop, Online Advertising, Universal Life, Customer Satisfaction, Fixed Annuities, Problem Solving, IRAs, Personal Finance, Customer Service, Leadership, Time Management, Research, 401(k) Rollovers, Writing, Legacy Planning, Whole Life Insurance, Social Media Marketing, Estate Planning, Event Coordination
Education
James Madison University - College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Financial Analysis
James Madison University
Niceville High School
Intermedia Group Inc. March 2015 - Present
Visionary Media Group November 2013 - June 2015
Elsevier September 2014 - March 2015
New York Life Insurance Company November 2013 - February 2014
Intermedia Group Inc. October 2011 - November 2013
Hermansky-Pudlak Syndrome Network August 2009 - October 2012
Aloma Baptist Church October 2007 - September 2008
Skills
Accounting, Databases, Web Design, HTML, QuickBooks, Process Improvement, Microsoft Office 2010..., Recruiting, Wordpress, Adobe Acrobat, Adobe Illustrator, Amateur Stand-up..., Event Management, Microsoft Office, WordPress, Illustrator, Office 2010, Interviews, Sourcing, Management, Budgets, Business Analysis, Temporary Placement, Business Development, Finance, Time Management, Payroll, Microsoft Excel, Financial Reporting, Accounts Receivable, Sales
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2007 — 2010
BSBA, Accounting
Defense Acquisition University 2010 — 2010
Certificate, Contracts Management
Valencia College 2005 — 2007
AA, Music
Timber Creek High School 2001 — 2005
WABCO August 2014 - Present
New York Life Insurance Company April 2007 - December 2013
Skills
FL Licensed life..., cash or maintaining..., customer service, Call Centers, Insurance, Team Leadership, Data Entry, Customer Satisfaction, Management, Public Speaking, Advertising, Teamwork, Training, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Retention, Marketing, Customer Experience, Human Resources, Social Networking, Cold Calling, Inventory Management, Event Planning, Customer Service, Time Management
Education
Strayer University 2010 — 2013
Masters of Business Administration, Human Resource Management
Johnson & Wales University 2005 — 2007
Bachelor's Degree, Hospitality Management; Sales and Meeting Management
Johnson & Wales University 2003 — 2005
Associates, Travel Tourism Management
Holly Hill Roberts- High School
High School Diploma
MassMutual Southern New England / MML Investor Services, LLC. August 2015 - Present
New York Life Insurance Company August 2014 - August 2015
UPLINC Systems LLC June 2013 - July 2014
Citizens Financial Group 2003 - 2012
Skills
Financial Services, Investments, 401k Rollovers, Estate Planning, IRA Rollovers, Retirement Planning, Life Insurance..., Customer Service, Annuity Sales, Education Funding..., Gifting Strategies, Lifetime Income..., Protection Planning, Succession Planning, Supplement to Employee..., Wealth Preservation..., Business Insurance..., Mutual Funds, Variable Annuities, Account Management, Customer Insight, Sales Management, Process Improvement, Strategy, New Business Development, Business Development, FHA, FHA Financing, Finance, Insurance, Leadership, Real Estate, Relationship Management, Underwriting, Sales, Residential Mortgages
Education
Johnson and Wales University
Business Administration and Management
Marco's Pizza (Marco's Franchising, LLC) July 2015 - Present
JOHNNY BRUSCOS October 2014 - Present
Marco's Pizza (Marco's Franchising, LLC) June 2013 - December 2014
New York Life Insurance Company June 2012 - August 2012
Skills
Telephone Skills, Food Service, Cash Register, Time Management, Customer Service, Inventory Management, Management, Cooking, Food
Education
Jefferson State Community College 2015 — 2019
Associate of Arts (A.A.), Accounting
Hoover High School 2011 — 2015
New York Life Insurance Company November 2010 - Present
Ithaca College August 2009 - May 2010
Ithaca College September 2008 - May 2010
New York Life Insurance Company May 2009 - August 2009
American Diabetes Association January 2009 - May 2009
Skills
Dreamweaver, Photoshop, Word, Excel, Flash, Strategic Communications, Public Speaking, PowerPoint, Marketing Communications, Microsoft Excel, Advertising, Blogging, Social Media Marketing, Social Media, Marketing, Microsoft Word, Multitasking Skills, Fundraising
Education
Ithaca College 2006 — 2010
B.S. Communication Management and Design, Concentration: Corporate Communications; Minor: Integrated Marketing Communications
Hendrick Hudson High School 2002 — 2006
Mercer August 2014 - Present
New York Life Insurance Company November 2013 - July 2014
Cartus May 2013 - August 2013
Skills
Sales, Sports Management, Facebook, Ticket Sales, Sports Marketing, Life Insurance, Health Insurance, Microsoft Office
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.)
New York Life Insurance Company December 2014 - Present
Wells Fargo Advisors December 2013 - December 2014
Wells Fargo August 2012 - September 2013
LPL Financial December 2007 - December 2010
LPL Financial December 2004 - December 2007
Bank of America December 1996 - December 1998
Skills
Insurance, Customer Service, Process Improvement, Program Management, Change Management, Microsoft Excel, Training, Strategic Planning, SharePoint, Team Building, Life Insurance, Licensed Life Insurance..., Customer Satisfaction, Whole Life Insurance, Permanent Life Insurance, Term Life Insurance
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Certification, Project Management
Johnson C. Smith University - JCSU 1995 — 1996
BA, Sociology
St. Augustine's College 1990 — 1993
BA, Sociology
Hickory High School
Hickory High School
Center for Wealth Preservation May 2014 - Present
New York Life Insurance Company July 2011 - April 2014
Prudential Financial April 2010 - June 2011
At Your Service Catering & Event Design January 2007 - April 2010
Skills
Analysis, Insurance, Finance, Retirement Planning, Securities, Retirement, Fixed Annuities, Accounting, Tax, Financial Services, Long-term Care, FINRA, Investments, Strategic Financial..., Access, Financial Planning, Business Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Wealth Management
Education
Johnson & Wales University 2001 — 2003
BS Sports Entertainment/Event Management, Business
Nassau Community College 1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
St. Dominic High School 1995 — 1999
Ralph Lauren February 2013 - Present
Ralph Lauren October 2009 - January 2013
Integrated Funding Solutions May 2009 - September 2009
New York Life Insurance Company March 2008 - August 2008
Skills
Microsoft Excel, Finance, Operations, Production, Product Development, Internet Marketing, Merchandising, Vendor Management
Education
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Keller Williams Realty At The Parks January 2006 - Present
New York Life Insurance Company September 1969 - January 1991
Education
John Carroll University 1960 — 1964
Bus Administration, Management
Heritage United Methodist Church June 2012 - April 2015
Johnson County Community College August 2013 - December 2013
Nerman Museum of Contemporary Art August 2013 - December 2013
The Pampered Chef January 2010 - December 2012
Touchstone Crystal-Member of the Swarovski Group November 2010 - January 2012
New York Life Insurance Company February 2011 - May 2011
Hy-Vee, Inc January 2006 - November 2009
Hy-Vee, inc January 2001 - January 2006
Skills
Customer Service, Microsoft Office, PowerPoint, Analysis, Retail, Sales, Microsoft Excel, Event Planning, Inventory Management, Outlook, Accounts Payable, Marketing, Budgets, Microsoft Word, Strategic Planning, Contract Negotiation, Accounts Receivable, Payroll
Education
The University of Kansas 2014 — 2016
Bachelor's degree, Linguistics, Global and International Studies, Spanish
Johnson County Community College 2012 — 2013
Associate's degree, Applied Linguistics
PNC June 2012 - Present
New York Life Insurance Company June 2010 - June 2012
Merrill Lynch May 2008 - August 2008
Education
John Carroll University 2006 — 2010
Finance, General
YMCA January 2015 - Present
New York Life Insurance Company January 2013 - Present
North American Roofing November 2013 - February 2014
AmeriPark August 2010 - February 2013
MS Govern September 2012 - November 2012
McLean Thomas Inc June 2002 - August 2004
Skills
Teamwork, Sales, Leadership, Organization, Management, Financial Analysis, Training, Strategic Financial..., Investments, Social Networking
Education
The American College 2013 — 2019
ChFc, Ph.D, Social Security Specialist, and Financial Planning
University of Pennsylvania - The Wharton School 2013 — 2017
Ph.D, Economics Finance
Davis School of Business, Jacksonville University 2010 — 2012
MBA, Finance, Management
Jacksonville University 2010 — 2012
Bachelor of Arts, Spanish
Mars Hill University 2006 — 2010
Bachelor of Science, Business Administration
New York Life Insurance Company July 2010 - Present
KPMG LLP September 2008 - September 2009
KPMG LLP June 2007 - August 2007
Deloitte LLP June 2007 - August 2007
Skills
Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, GAAP, Financial Statements, Payroll, Accounts Payable, Cost Accounting, Management, Fixed Assets, Training, Recruiting, Human Resources, Financial Analysis, Accounting, US GAAP, Financial Risk, Financial Accounting
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelor of Business Administration, Accountancy
University of Autonoma Barcelona 2007 — 2008
Spanish Language and Literature, Business
Allstate Insurance Account RepresentativeState FarmJanuary 2012 - September 2014
New York Life Insurance Company February 2011 - January 2012
Hannaford Bros., Inc October 2007 - June 2011
Miller & Co., Inc March 2004 - October 2007
Landry's Restaurants, Inc September 2001 - November 2003
Honest Foods Inc April 1999 - September 2001
Knightsbridge Wine Shoppe January 1997 - April 1999
Skills
Property, Term Life Insurance, Chef, Insurance, Sanitation, HACCP, Wine, Food Service, Catering, Food, Menu Development, Restaurants, Team Leadership
Education
The Culinary Institute of America 1986 — 1988
A.O.S., Culinary Arts
Ithaca College 1979 — 1983
B.A., Politics, History
McKesson April 2014 - Present
McKesson January 2014 - April 2014
James Madison University August 2009 - December 2013
New York Life Insurance Company June 2013 - September 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Access, Teamwork, Microsoft Office, Bloomberg, CRSP, Time Management, Finance, Research, WRDS, Customer Service, Economics, Leadership, Public Speaking, Discrepancy Resolution
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Analysis
New York Life Insurance Company November 2014 - Present
Hundley Batts & Associates Insurance Agency, LLC. July 2010 - September 2014
Alabama Acceptance Insurance June 2000 - July 2009
Skills
Commercial Insurance, Customer Service, Sales, Liability, Workers Compensation, Call Center, Property & Casualty..., Risk Management, Team Building, Training, Life Insurance, Microsoft Office
Education
J F Drake State Technical College 1998 — 2000
Associate's degree, Computer/Information Technology Administration and Management
New York Life Insurance Company February 1994 - Present
New York Life Insurance Company February 1994 - Present
Skills
401k Rollovers, Annuity Sales, Estate Planning, Life Insurance, Licensed Life & Health..., Finance, Fixed Annuities, IRAs, Securities, Term Life Insurance
Education
Johnson and Wales University 1974 — 1976
Associate's degree, Accounting and Finance, cum laude
Doherty Memorial High School 1969 — 1972
Malloy Toyota Scion July 2014 - Present
New York Life Insurance Company December 2012 - March 2014
Transamerica April 2009 - December 2012
TriState Nissan September 1999 - December 2009
Skills
Licensed Life Insurance..., Health Insurance, Brokerage, Medicare, Disability Insurance, Long Term Care Insurance, Licensed in VA, MD, PA,..., Small Business
Education
James Madison University
BS, Business Administration and Management, General
State of Mississippi Department of Finance and Administration May 2013 - Present
H&R Block January 2013 - April 2013
MedPay Assurance, LLC April 2012 - March 2013
New York Life Insurance Company October 2011 - March 2012
Barnes and Noble at Southern Miss January 2008 - January 2012
Skills
Health Insurance, Management, Microsoft Office, Fixed Annuities, Insurance, 401k, Investments, Payroll, Accounting, Data Entry, Keyboarding, Internet Savvy, Business Communications, Balance Sheet, Public Speaking, Epidemiology, Biostatistics, Environmental Health, Healthcare Management, Community Health, Public Policy, Customer Service, Event Planning, Microsoft Excel
Education
Jackson State University 2013 — 2015
Master's Degree, Veterinary Preventive Medicine, Epidemiology, and Public Health, 4.0
The University of Southern Mississippi 2007 — 2011
Bachelor's of Science Degree, Finance and Banking
Murrah High School 2003 — 2007
General Studies
Republic Business Credit, LLC November 2012 - Present
New York Life Insurance Company August 2011 - September 2012
Skills
Financial Analysis, Wealth Management, Credit, Loans, Management, Event Management, Customer Service
Education
James Madison University 2006 — 2011
BBA, Finance
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company June 2010 - July 2015
New York Life Insurance Company June 2009 - June 2010
OEConnection June 2008 - April 2009
AmTrust Bank August 2007 - May 2008
AmTrust Bank October 2006 - August 2007
AmTrust Bank January 2006 - October 2006
The Cheesecake Factory June 2003 - January 2006
Skills
Program Management, Customer Service, Coaching, Management, Training, Instructional Design, Software Documentation, Project Management, E-Learning, Technical Writing, Banking, Leadership Development, Leadership, Research, Public Speaking, Process Improvement, Employee Benefits, Microsoft Office, Organizational..., Budgets, Employee Relations, Team Building, Employee Training, Time Management, Analysis, Call Centers, Human Resources, Talent Management
Education
University of Phoenix 2003 — 2005
Graduate Courses, Adult Learning / Secondary Education
John Carroll University 1998 — 2002
BA, Political Science, Environmental Studies
Wadsworth Senior High 1994 — 1998
New York Life Insurance Company 2011 - Present
Children's National Medical Center October 2006 - September 2011
Skills
Public Health, Nutrition, Microsoft Excel, Healthcare, Leadership, Proposal Writing, Long-term Care, Microsoft Office, Program Management, Public Speaking, Program Development, Nonprofits, Research, Social Media, Data Analysis
Education
The Johns Hopkins University 2005 — 2006
Dietetics
James Madison University 2001 — 2005
Dietetics
WT Woodson HS 1997 — 2001
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company August 2009 - April 2012
Hillsdale College 2002 - 2007
Education
University of Nebraska-Lincoln 1998 — 2002
Doctor of Musical Arts, Music Performance, Flute
The Johns Hopkins University 1992 — 1994
Master of Music from the Peabody Conservatory, Music History
James Madison University 1988 — 1992
Bachelor of Music, Music Performance, Flute
Cave Spring High School 1985 — 1988
Mack Trucks, Inc. May 2012 - Present
Volvo Trucks May 2012 - Present
New York Life Insurance Company October 2007 - December 2011
Franklin Bank November 2003 - October 2007
Skills
Risk Management, Process Improvement, Customer Service, Sales
Education
James Madison University 1991 — 1996
Political Science
Thomson Reuters August 2015 - Present
New York Life Insurance Company July 2014 - November 2014
Linda Lee Charters LLC. May 2013 - October 2013
Cambria September 2012 - August 2013
Special Additions Inc. June 2011 - August 2013
Private May 2010 - August 2011
Skills
Team Leadership, Team Building, Entrepreneurship..., Strategic Planning, New Business Development, Communication, Continuous Improvement, Sales, Sales Management, Operations Management, Networking, Account Management, Negotiation, Customer Service, Budgets, Mergers & Acquisitions, Molecular Biology, Diversity & Inclusion, Microsoft Office, Microsoft Excel
Education
University of St. Thomas 2011 — 2015
Bachelor's Degree, Business Administration-Entrepreneurial Studies, Junior
John Cabot University 2014 — 2014
Bachelor's Degree, Business Administrationa-Entrepreneurial Studies, Junior
Minnetonka 2007 — 2011
High School
New York Life Insurance Company July 2015 - Present
East Greenwich School Department March 2015 - Present
Wireless Zone - Verizon Wireless Premium Retailer March 2014 - April 2015
Barrington High School March 2013 - April 2014
Portsmouth High School October 2013 - February 2014
Skills
Social Networking, Team Leadership, Leadership, Teaching, Event Management, Event Planning, Social Media, Critical Thinking, Customer Service, Executive Coaching, Coaching, Entertainment Management, Sports Management, Project Management, Concerts, Sports Coaching, Life Coaching, Microsoft Office, Sales, Team Building, Public Speaking, Management, Sales Management, Marketing, Time Management, PowerPoint, Microsoft Word, Training, Teamwork, Customer Satisfaction, Leadership Development, Public Relations, Facebook, Marketing Strategy, Cold Calling, Social Media Marketing, Account Management, Advertising, Sales Operations, Sports, Retail, Budgets, Communication
Education
Johnson & Wales University 2011 — 2015
Bachelor's of Science,, Sports, Event, Entertainment Management, 3.34
Mt. Hope High School 2007 — 2011
High School Diploma
New York Life Insurance Company April 2015 - Present
Barnes & Noble June 2014 - August 2014
Ithaca College January 2011 - January 2014
YMCA September 2013 - December 2013
Ithaca College September 2011 - September 2013
New York Life Insurance Company May 2013 - August 2013
Citi July 2008 - August 2008
MOUSE September 2004 - June 2007
UBS Investment Bank February 2007 - March 2007
Skills
System Administration, Databases, Troubleshooting, OS X, Java, Technical Support, Microsoft Office, Windows, Customer Service, Dreamweaver, Programming, HTML, C++, Public Speaking, CSS, Computer Hardware, Microsoft Word, PHP, WordPress, Microsoft Excel, Social Media, Editing, PowerPoint, Research, Photoshop, Hardware Support, Leadership, Networking, Teamwork, NetBeans, Eclipse, Windows 7, Servers, Print Servers, Blender, Mathematica, Matlab, Cloud Computing
Education
Riverdale Kingsbridge Academy 2004 — 2010
Ithaca College
Bachelor of Science (B.S.), Computer Science and Mathematics
New York Life Insurance Company October 2010 - September 2012
New York Life Insurance Company July 2008 - September 2010
New York Life Insurance Company October 2006 - June 2008
New York Life Insurance Company April 2005 - September 2006
MetLife June 2004 - March 2005
Avon Cosmetics March 2002 - April 2004
Paras Dairy April 2001 - March 2002
Skills
Team Management, Business Development, Insurance, Bancassurance, Relationship Management, MIS, Sales Management, Key Account Management, Talent Acquisition, Business Strategy, Branch Banking, New Business Development, Business Planning, CRM, Building Relationships, Consulting, Start-ups, Outsourcing, Product Management
Education
IMS Gaziabad 1999 — 2001
Masters of Business Administartion, Sales and Marketing
Jamia Millia Islamia 1996 — 1999
Graduation(Bachlor of Arts)- English, English
Northwestern Mutual June 2015 - Present
SC Johnson & Son, Inc. 2012 - 2015
New York Life Insurance Company 2010 - 2012
PepsiCo 2005 - 2009
Skills
Meeting Planning, Event Management, Trade Shows, Corporate Events, Event Planning, Hospitality, Marketing, Restaurants, Marketing Communications, Negotiation, Live Events, Sponsorship, Project Planning, Marketing Strategy, Time Management, Entertainment, Coordinating Events, Leadership, Customer Service, Contract Negotiation, Public Relations, Sales
Education
Johnson & Wales University 1987 — 1988
BS, Food Service Management
Johnson & Wales University 1986 — 1987
AOS, Advanced Placement, Culinary Arts
New York Life Insurance Company May 2015 - Present
Chalk Life LLC May 2014 - Present
GNC November 2014 - June 2015
Hanesbrands Inc. March 2013 - January 2015
Juke Box Live July 2010 - November 2012
Skills
Critical Thinking, Sales, Leadership, Customer Service, Insurance, Money Management, Reliability, Microsoft Word, Finance, PowerPoint, Team Building, Public Speaking, Public Relations, Strength Training, Sustainability, Social Networking, Marketing, Management, Investments, Business Strategy
Education
Ivy Tech Community College 2011 — 2014
Associate of Science (A.S.) (in progress), Business Administration and Management, General
Marian University 2008 — 2010
Transferred, Elementary Education and Teaching
CVS Caremark Corporation April 2014 - Present
Car Spa January 2014 - Present
Gold Key Resorts August 2013 - January 2014
New York Life Insurance Company September 2012 - July 2013
Harrisonburg City Schools July 2011 - March 2012
Harrisonburg City Schools July 2011 - March 2012
560 Elite December 2009 - March 2012
Costco Wholesale May 2009- 2010 January 2009 - May 2009
Skills
Sports, Organization, Sports Management, Public Speaking, Team Leadership, Coaching, Recruiting, Athletics, Social Networking, Sports Coaching, Football, Basketball
Education
James Madison University 2006 — 2010
Bachelor of Science, Kinesiology; Sports Management
International Communications Group, Inc. March 2014 - July 2015
International Communications Group, Inc. March 2014 - July 2015
C-Metric November 2013 - January 2014
Public Partnerships, LLC February 2012 - July 2013
McDonald's Corporation August 2007 - May 2012
New York Life Insurance Company May 2011 - July 2011
Skills
Cash Handling Experience, Food Service, Friendly Personality, PowerPoint, Microsoft Office, Critical Thinking, Teamwork, Inventory Management, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Software Documentation, Sales, Time Management, Outlook, Data Entry, Facebook, Management, Public Speaking, Social Networking
Education
University of Mary Washington 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
James Madison University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company September 2014 - Present
GNC July 2011 - August 2014
Skills
Customer Service, Sales, Management, Social Media Marketing, Insurance, Financial Services, Retirement Planning, Investments, Customer Satisfaction, Marketing, 401k Rollovers, Business Planning
Education
Virginia Commonwealth University 2012 — 2014
Bachelor of Science (B.S.), Marketing
John Tyler Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Emerald Lounge located in the Revere Hotel January 2012 - Present
Speakeasy Group located in the Copley Square Hotel August 2008 - December 2011
PM Entertainment January 2006 - January 2010
New York Life Insurance Company 2001 - 2005
Lyons Group 1996 - 2000
Skills
Marketing, Sales, Marketing Strategy, Event Management, Public Relations, Operations Management, Social Media Marketing, Social Media, Entertainment, Digital Media, Facebook, Film, Film Production, Photoshop, Event Planning, Leadership, Video Production, Editing, Post Production, Social Networking, Commercials, Blogging, Producing, Customer Service, Microsoft Office, Pro Tools, Press Releases, Graphic Design, Feature Films, Music Videos, Microsoft Excel, Music, Management, Strategic Planning, Online Marketing, Online Advertising, Budgets, Marketing Communications, New Business Development, Sales Management, Team Building, Account Management, Hospitality, Training, Email Marketing, Digital Marketing
Education
Ithaca College 1992 — 1996
Bachelor of Science (B.S.), International Business
Ithaca College 1992 — 1996
Bachelor's degree, International Business
New York Life Insurance Company May 2014 - August 2014
Skills
Microsoft Office, Finance, Leadership, Recruiting, Time Management, Social Media, Photoshop, Event Planning, Microsoft Word, Microsoft Excel, Customer Service, Research, Public Speaking, Social Networking, Social Media Marketing
Education
James Madison University 2012 — 2016
Bachelor of Science (B.S.), Media Arts and Design
Notre Dame Preparatory School 2005 — 2012
UMassFive College Federal Credit Union November 2012 - Present
Sovereign Bank May 2012 - November 2012
New York Life Insurance Company May 2007 - May 2012
Home Instead Senior Care May 2006 - May 2007
Florence High School June 2003 - May 2006
Skills
Series 7, Series 63, Life & Health Insurance..., Fixed Annuities, Variable Annuities, Mutual Funds, Socially Responsible..., Separately Managed...
Education
Ithaca College 1999 — 2003
Bachelor's degree
Gatti & Associates May 2014 - Present
Northwestern Mutual August 2011 - May 2014
Euclid Financial Services, LLC May 2010 - August 2011
Amica Mutual Insurance Co. October 2008 - March 2010
Accountemps February 2007 - January 2008
New York Life Insurance Company 2005 - 2007
Skills
Recruiting, Training, Talent Acquisition, Corporate Recruiting, Talent Management, Project Management, College Recruiting, Entrepreneurship, Coaching, Time Management, Temporary Placement, Referrals, Applicant Tracking..., Employee Benefits, Internet Recruiting, Finance, Hiring, Resume Writing, SDLC, Golf, Sourcing, Technical Recruiting, Sales, Leadership, Employee Relations, Financial Services, Human Resources, Succession Planning, Policy, Networking, New Business Development, Selection Process, Sales Recruitment, Full-cycle Recruiting, Direct Recruiting, Executive Search
Education
Johnson & Wales University 2002 — 2005
BS, Business Management
Lynn University 2000 — 2002
Liberal Arts
La Salle Academy 1997 — 2000
Trump National Golf Club - Charlotte March 2013 - Present
Consolidated Planning, Inc. May 2012 - March 2013
New York Life Insurance Company June 2009 - May 2012
Charlotte Checkers January 2009 - May 2009
Rock Barn Golf and Spa May 2006 - May 2009
Skills
Customer Service, Event Planning, Event Management, Marketing, Sales, Leadership, Team Building, Microsoft Office, Social Media
Education
Johnson and Wales University 2005 — 2009
BA, Sports Entertainment and Event Management
Pro Martial Arts Franchise Corp June 2014 - Present
LA Fitness June 2013 - June 2014
Mr. G's Beverage Center (Spec's) November 2012 - April 2013
Spectrum Financial Group May 2012 - August 2012
New York Life Insurance Company January 2012 - April 2012
Skills
Long-term Care, Disability Insurance, Microsoft Excel, Selling, Insurance, Sales, Microsoft Office, Customer Service, Microsoft Word, Term Life Insurance, Account Management, Analysis
Education
John Brown University 2002 — 2007
BS, Construction Management
MitzvahMarket.com September 2011 - April 2012
New York Life Insurance Company June 1991 - August 1997
New York Life Insurance Company January 1991 - June 1991
Donahue Thompson Advertising July 1988 - December 1990
Education
Ithaca College 1984 — 1988
BA, Planned Studies: International Advertising
Sayville High School 1980 — 1984
Service Corporation International December 2013 - Present
New York Life Insurance Company August 2013 - December 2013
Union Station Restaurant and Bar March 2011 - August 2013
Blue Ridge Court Services January 2013 - April 2013
Amelia County Public Schools June 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Exchange, Customer Service, Community Outreach, Windows, SPSS, Policy, Public Speaking, Leadership Development, Employee Relations, Supervisory Skills, PowerPoint
Education
James Madison University 2009 — 2013
Bachelor of Social Work, Social Work
Amelia County High School 2005 — 2009
High School Diploma, Advanced Studies
New York Life Insurance Company September 2009 - Present
Westin Hotels & Resorts September 2007 - March 2009
Allied Home Mortgage June 2007 - August 2007
Skills
Strategic Financial..., Retirement Planning, Investments, Customer Service, Insurance, Series 63, Mutual Funds, IRAs, Microsoft Excel, Financial Analysis, Fixed Annuities, Financial Services, Finance, Long-term Care, Small Business, Retirement, Series 7, Life Insurance, Financial Planning
Education
Johnson and Wales University 2006 — 2010
Bachelors of Science, Financial Services Management
Capital One December 2014 - Present
New York Life Insurance Company June 2014 - December 2014
Piedmont Provisions, Inc. ~ Boar's Head Brand Distributor February 2014 - June 2014
sweetFrog Enterprises August 2013 - February 2014
Douglas Aquatics, Inc. August 2009 - August 2013
James McHone Antique Jewelry September 2012 - May 2013
Ukrop's Super Markets, Inc. October 2007 - August 2010
Skills
Leadership, Time Management, Staff Development, Event Planning, Public Speaking, Microsoft Office, Social Networking, Communication Skills, Social Media, Customer Service, PowerPoint, Microsoft Word, Sales, Research, Microsoft Excel, Public Relations, Management, Facebook
Education
James Madison University 2008 — 2013
Bachelor of Science, Communication Studies
Navy Federal Credit Union February 2014 - Present
Navy Federal Credit Union February 2012 - February 2014
Sequoia May 2011 - September 2011
New York Life Insurance Company June 2010 - July 2011
Ham's August 2008 - December 2010
Texas Roadhouse August 2008 - November 2008
Great American Restaurants May 2008 - August 2008
CVS Caremark Corporation June 2007 - March 2008
Baskin Robbins February 2004 - October 2006
Skills
Microsoft Excel, Financial Analysis, Crystal Reports, Visual Basic, VBA, Financial Reporting, Visio, Business Analysis, Financial Modeling, Access, SAS, Business Objects, Cognos, Customer Service, PowerPoint, Statistics, Crystal Ball, JMP, VBA Macro, Process Modeling, Monarch Pro, Simulation Forecasting, Blueprint, Data Analysis, SQL, Requirements Gathering, Reporting & Analysis, Microsoft Word, Microsoft Office
Education
James Madison University 2007 — 2011
Bachelor's Degree, Finance
Universidad de Salamanca 2009 — 2009
Spanish Business
Citizens Commercial Banking January 2014 - Present
FirstMerit Bank November 2010 - January 2014
FirstMerit Bank January 2010 - November 2010
New York Life Insurance Company January 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Healthcare, Financial Analysis, Long-term Care, Retirement Planning, Financial Planners, Life Insurance, Credit, Finance, Social Media
Education
John Carroll University
Master in Business Administration
John Carroll University
Bachelor of Science in Business Administration
Weaver Insurance Agency January 2013 - Present
American Music Theatre August 2008 - Present
PNC December 2009 - May 2011
Susquehanna Bank August 2008 - December 2009
New York Life Insurance Company January 2008 - August 2008
Sovereign Bank August 2006 - December 2007
Lighthouse Youth Center November 2005 - August 2006
Skills
Microsoft Office, Clerical Skills, Outstanding Customer..., Spreadsheet Design, Word, Excel, PowerPoint, Outlook, Lotus Notes, Customer Service, Spreadsheets, Microsoft Word, Call Centers
Education
ITT Technical Institute-Harrisburg 2002 — 2003
Solanco High School 1995 — 1999
Diploma
Old Westbury Gardens January 2012 - Present
Carnegie Mellon University January 2011 - June 2011
The Garden City Hotel September 2008 - November 2010
Lenny Bruno Farms, Inc June 2008 - September 2008
New York Cardiovascular Associates PLLC January 2008 - June 2008
New York Life Insurance Company May 2006 - August 2006
Skills
Event Management, Event Planning, Fundraising, Higher Education, Hospitality
Education
James Madison University 2003 — 2007
BS Health Service Administration Minors in Business & HR
MASS MUTUAL September 2015 - Present
Colonial Life August 2014 - Present
. 2012 - Present
New York Life Insurance Company July 2012 - July 2013
Blue Cross & Blue Shield of Rhode Island October 2007 - October 2008
Blue Cross & Blue Shield of Rhode Island 2007 - 2008
Fidelity Investments December 1997 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Food, Social Networking, Retail, Insurance, Employee Benefits, Customer Satisfaction, Access, Leadership, Team Building, Outlook, Training, Strategic Planning, Health Insurance, Process Improvement, Sales, Marketing
Education
Johnson and Wales University
Web Development & Internet Commerce
Northeastern University
Criminal Justice and Corrections
Walpole High School
Dealer.com May 2012 - Present
WINTER RACKS LLC April 2009 - Present
Champlain Cable Corporation May 2011 - May 2012
MBA HealthGroup April 2010 - March 2012
Winterfootwear.com September 2010 - April 2011
Putnam Investments September 2008 - February 2009
JPMorgan Chase June 2007 - September 2008
New York Life Insurance Company September 2006 - June 2007
UBS March 2006 - May 2006
Smugglers' Notch Resort December 2004 - February 2006
Skills
Customer Relations, Insurance, Administration, Financial Planning, SEO, Search Engine Ranking, Process Improvement, Management, Customer Service, Strategic Financial..., System Administration, SEM, Analysis, Strategy, Google Adwords, PPC, Social Media, Data Analysis, Keyword Research, Visio, Web Analytics, Google Analytics, Databases, Marketing, Digital Marketing
Education
Community College of Vermont 2010 — 2011
Certificate, Website Design and Development
Johnson State College 2001 — 2006
B.A., Business Administration
Mt Abraham Union Highschool
Mt Abraham Union Highschool
Vanguard February 2014 - Present
NYLIFE Securities November 2012 - February 2014
New York Life Insurance Company November 2012 - February 2014
Arielle & Associates, Inc. December 2009 - December 2012
Lincoln Investment Planning May 2008 - November 2009
Camp Galil June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Problem Solving, Team Building, Research, Social Networking, Public Speaking, Event Planning, QuickBooks, Microsoft Excel, Leadership, Small Business, Retirement, Insurance, 401k Rollovers, Annuity Sales, Key Person Protection, Time Management, Fixed Annuities, Financial Services, Analysis, Marketing, Accounting, Retirement Planning, Life Insurance
Education
Ithaca College 2006 — 2009
BS, Business Administration, Marketing, Jewish Studies
Cheltenham High School 2001 — 2005
New York Life Insurance Company January 2014 - Present
Simmons Bedding Company April 2012 - December 2013
Simmons Bedding Company February 2011 - March 2012
Maca California July 2006 - May 2010
Skills
•Fluent in English and..., •Proficient with..., Forecasting, Marketing, Competitive Analysis, Management, Sales, Sales Operations, Lean Manufacturing, Advertising, Customer Satisfaction, Finance, Strategic Planning, Microsoft Office, Microsoft Excel, Marketing Strategy, Negotiation, Sales Management, Project Management, Team Leadership, Spanish
Education
John F. Kennedy University 2010 — 2012
MBA, Strategic Management, 3.7
University of California, Davis
Bachelor's Degree, Economics
HZL Social Media Consulting December 2014 - Present
theSkimm October 2014 - Present
TBA Global December 2014 - September 2015
TBA Global May 2014 - December 2014
Sigma Delta Tau Sorority December 2012 - December 2013
Public Relations Student Society of America September 2012 - September 2013
New York Life Insurance Company May 2013 - August 2013
Happyvalley.com January 2012 - May 2013
Camp Yachad Day Camp June 2011 - August 2012
Imaginations Event and Party Planning Services September 2007 - June 2012
Skills
Event Management, Marketing, Facebook, PowerPoint, Microsoft Word, Email Marketing, Social Media Marketing, Writing, Event Planning, Editing, Social Media Consulting, Business Development
Education
Johns Hopkins University Advanced Academic Programs 2014 — 2016
Master's Degree, Master of Arts in Communication
Richmond, The American International University in London 2014 — 2014
Penn State University 2011 — 2014
Bachelor of Arts (B.A.), Public Relations Major, Business and International Studies Minors, 3.78
PB and J Consulting October 2014 - Present
The Huffington Post May 2014 - Present
Theglasshammer.com part of Evolved People Media LLC December 2013 - June 2015
New York Life Insurance Company March 2011 - December 2013
JLC Consulting December 2007 - December 2013
University of Southern California August 2006 - December 2007
Skills
Content Strategy, Writing, Interaction Design, Content Development, Branding & Identity, Community Building, User Generated Content, Social Media, User Experience, Integrated Marketing, Digital Strategy, Blogging, Copywriting, Copy Editing, Social Networking, Social Media Marketing, Creative Writing, Web Content, Publishing, Editing, Digital Marketing, Strategic Partnerships, Storytelling, Entertainment, Video, Direct Marketing, Marketing, Product Marketing
Education
University of Southern California 2005 — 2008
MPW, Professional Writing
Ithaca College 2001 — 2005
BA, Speech Communications, Anthropology (minor)
NYLIFE Securities, LLC. September 2013 - Present
New York Life Insurance Company April 2013 - Present
Far Post Soccer Club November 2008 - Present
Wyndham Vacation Ownership May 2012 - March 2013
Johnson State College February 2010 - November 2012
Green Mountain College August 2005 - November 2008
Sugarbush Resort August 2001 - August 2005
Skills
Sales, Fundraising, Leadership, Marketing, Community Outreach, Management, Strategic Planning, Public Speaking, Teaching, Marketing Strategy, Social Media Marketing, Finance, Small Business, Building Relationships, Retirement Planning, Research, Time Management, Long Term Care Insurance, Annuity Sales, IRA Rollovers, Lifetime Income...
Education
Johnson State College
Master of Art, Education
New York Life Insurance Company 2011 - Present
Nuclear Regulatory Commission August 2005 - September 2010
Internal Revenue Service January 2002 - August 2005
Marriott International June 1989 - December 2001
Education
James Madison University - College of Business 1985 — 1989
Bachelor of Business Administration, Management Information Systems/Economics
New York Life Insurance Company 2014 - Present
SolutionsIQ 2007 - Present
Bloomberg 2013 - 2014
Bloomberg 2013 - 2014
Bloomberg 2013 - 2014
Bloomberg 2013 - 2014
Bloomberg 2013 - 2014
Olympus July 2012 - February 2013
Forest Laboratories 2012 - 2012
Corbis Corporation May 2007 - August 2009
Skills
Business Intelligence, SAP BW, Data Warehousing, SAP, Business Process, SAP BI, Analysis, SAP Implementation, Strategy, .NET, Microsoft SQL Server, Business Analysis, SAP BO, Webi, Qaaws,..., SAP Design Studio, SAP Lumira, SAP Hana Studio, HANA SLT, BODS
Education
Johnson & Wales University 2001 — 2002
Master of Business Administration (MBA), Organizational Leadership
New York Life Insurance Company October 2005 - Present
Citigroup 2001 - 2005
Skills
Due Diligence, Mergers, Securities, Corporate Governance, Securities Regulation, Corporate Law
Education
SUNY Buffalo Law School 1982 — 1985
JD
Ithaca College 1978 — 1982
BS, Accounting
Victor Ruffin Corporation September 2004 - Present
Educational Access Center September 2004 - Present
Educational Access Center July 2004 - Present
Wilcox Ventures May 2002 - Present
Atlanta Public Schools August 2002 - August 2003
Elgin Public Schools August 2001 - August 2002
Elgin Public Schools August 1997 - August 2001
Fulton County Schools - Tri-Cities High School September 1992 - August 1997
New York Life Insurance Company July 1991 - August 1992
Education
Loyola University Chicago 1998 — 2002
Ed. D., Curriculum and Instruction
Jacksonville State University 1996 — 1998
Ed. S., Educational Administration
University of West Georgia 1995 — 1996
M. ED., Education Leadership
Morehouse College 1985 — 1991
B.A., English
Sterling Smith Insurance Services June 2014 - Present
Riverstone International School November 2009 - Present
New York Life Insurance Company October 2011 - February 2014
University of Rhode Island June 2010 - September 2011
Connecticut Sun 2004 - 2010
The Chapman Report 1991 - 2010
Continental Basketball Association 2005 - 2006
Idaho Stampede 1997 - 1999
Omaha Racers January 1993 - June 1997
Albany Patroons 1990 - 1991
Skills
Scouting, Basketball, Sports Management, Athletics, Event Management, Marketing, Higher Education, Customer Service, Event Planning, Public Relations, Sports, Sponsorship, Coaching, Media Relations, Sports Marketing, Ticket Sales, Marketing Communications, Social Media, Life Insurance, Retirement Planning, Long Term Care Insurance, Fundraising, Sponsorship Sales, Baseball, Social Media Marketing
Education
Isenberg School of Management, UMass Amherst 1978 — 1982
BS, Sports Management
Duxbury High School 1974 — 1978
New York Life Insurance Company June 2011 - Present
Citi Smith Barney March 1984 - December 2008
Skills
Life Insurance, Investments, Financial Services, Business Planning, Life Insurance trategies, Annuity Sales, IRA Rollovers, 401(k) Rollovers, Retirement Planning, Legacy Planning, Grandchild Gifting, Educational Funding..., Asset Protection, Building Relationships, Buy-sell Agreements
Education
University of Massachusetts at Amherst - Isenberg School of Management 1969 — 1970
MBA, Marketing & Finance
Voya Financial March 2015 - Present
New York Life Insurance Company September 2014 - November 2014
City of Jacksonville June 2004 - September 2013
AF2 Football League (Jacksonville Tomcats, Tallahassee Thunder, Florida Firecats) March 2001 - August 2003
Boys & Girls Club of N.E. Fla August 1999 - May 2002
Skills
Community Outreach, Volunteer Management, Fundraising, Grant Writing, Nonprofits, Public Speaking, Public Relations, Customer Service, Sales, Microsoft Office, Leadership, Social Media
Education
Jacksonville University 2006 — 2010
Robert E. Lee
New York Life Insurance Company 2014 - Present
The Nielsen Company June 2007 - December 2013
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Supplements to Employee..., Licensed in Long Term..., Gifting Strategies, Small Business, Grandchild Gifting, Protection..., Annuity Sales, Lifetime Income..., Wealth Transfer..., Business Networking, Project Management, Management, Leadership, Analysis, Business Analysis, Business Process..., Process Improvement, Customer Insight, Customer Service, Microsoft Office, Cross-functional Team..., Business Intelligence, Strategy
Education
ITT Technical Institute-Tampa 1992 — 1994
Bachelor's degree, Electrical and Electronics Engineering
The University of Texas at El Paso 1982 — 1983
New York Life Insurance Company June 2015 - Present
First National Bank of Pennsylvania February 2013 - January 2015
Wells Fargo June 2012 - February 2013
Times-Shamrock / ReferLocal.com June 2011 - June 2012
Wells Fargo Bank / Wachovia August 2007 - August 2011
Beneficial Financial / HFC August 2002 - August 2007
Fox 56 WOLF/WB38 August 2000 - August 2002
Citadel Communications October 1997 - May 2000
Vector Marketing 1994 - 1995
Skills
Sales Management, Sales, Insurance, Training, Business Development, Customer Service, Sales Operations, Selling, Coaching, Team Leadership, CRM, Networking, Program Management, Loans, Team Building, Small Business, Leadership, Finance, Marketing, Cold Calling, Banking, Time Management, Customer Satisfaction, Account Management, New Business Development, Operations Management, Social Networking, Budgets, Sales Process, Marketing Strategy, Management, Employee Benefits, Forecasting, Recruiting, Customer Retention, Negotiation, Business Planning, Direct Sales, Strategic Planning, Contract Negotiation, Advertising, B2B, Executive Management, Sales Presentations, Salesforce.com, Social Media Marketing, Lead Generation, Market Research, Marketing Communications
Education
Johnson College 1994 — 1996
Electronic and Fluidic Technology
Wyoming Valley West 1990 — 1994
New York Life Insurance Company December 2014 - Present
CQH January 2000 - December 2012
Navistar September 1998 - September 2012
Automated Controls, Inc. 1995 - 1998
Autojectors 1993 - 1995
Federated Media 1990 - 1993
Skills
Engineering, Testing, Troubleshooting, Manufacturing, Automation, Product Development, Lean Manufacturing, Electronics, Program Management, Process Improvement, PLC, Analysis, Business Planning, Project Planning, Data Acquisition, Team Building, Microsoft Office, Start-ups, Negotiation, Logistics, Operations Management, Coaching, Strategic Planning, Sustainability, Public Speaking, New Business Development, Sales Management, Microsoft Excel, Environmental Awareness, Programming, Hydraulics, Research, Customer Service, Food, Statistics, Problem Solving, Network Architecture, Aquaculture, Agriculture, Water, Teaching, Optimization, Factory, Plant, Planning, Customer Relations, Production, Excel, Environmental, Leadership
Education
ITT Technical Institute-Fort Wayne 2001 — 2003
Associate of Science (A.S.), Electrical, Electronics and Communications Engineering
USMC 1981 — 1985
Intercontinental Exchange June 2015 - Present
Thomson Reuters July 2014 - June 2015
Medidata Solutions September 2011 - June 2014
Nixsol Inc January 2009 - October 2011
New York Life Insurance Company April 2008 - September 2011
Friendly Consultants October 2005 - January 2009
Skills
Test Automation, Testing, QTP, Software Development, SDLC, Test Planning, Software Quality..., SQL, Scrum, Agile Methodologies, Quality Assurance, Quality Center, Regression Testing, Performance Testing, HP QTP, Automation, Defect Tracking, System Testing, Scripting, Test Execution, Test Strategy, Test Automation..., PVCS, VBScript, Test Management, Test Cases, User Acceptance Testing, LoadRunner, Agile Testing, Atlassian JIRA, Black Box Testing, Integration Testing, Watir, Visual Basic, Visual Studio, Web Testing, Rally, Mainframe Testing, Github, Databases, Protractor, JavaScript, MongoDB
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor's degree, Mechanical Engineering
LRG HIGH SCHOOL 1988 — 1996
High School
New York Life Insurance Company December 2006 - Present
Old Brookville Family Restaurant May 2005 - March 2008
Education
New York Institute of Technology 1996 — 1998
A.S., Business Management
Johnson & Wales University 1994 — 1996
A.S., Culinary Arts
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company April 2010 - August 2012
New York Life January 2000 - April 2010
Skills
System Administration, Disaster Recovery, Data Center, BMC Remedy, Servers, IT Management, Active Directory, SharePoint, Process Improvement, Security, VMware, System Deployment, Vendor Management, Leadership, Management, Strategy, IT Strategy, Unix, Integration, ITIL, Enterprise Architecture
Education
Ithaca College 1975 — 1980
Bachelor Bus Administration, Management & Economics
Colleen Allegretti 2009 - Present
Blue Star Design 2012 - July 2014
Renaissance Painting & Decorating, Inc. (Cleveland) 2011 - 2013
Plantscaping, Inc. 2012 - 2012
ANH Refractories 2007 - 2012
SNL Designs, Ltd 2010 - 2011
New York Life Insurance Company October 2008 - October 2009
Cliffs Natural Resources April 2007 - September 2007
Skills
Organizational..., Project Management, Strategic Planning, Leadership, Analysis, Customer Service, Training, Data Analysis, Marketing Strategy, Microsoft Excel, Business Development, Business Process..., Budgets, forecasting, Human Resources, Policy Analysis, Process Improvement, Business Planning, Financial Accounting, Sales, Recruiting, Forecasting
Education
John Cabot University 2006 — 2006
John Carroll University
VWR June 2014 - Present
Nationwide Mortgage Lending Services January 2014 - Present
ADP March 2013 - December 2013
The Judge Group July 2012 - March 2013
JMU Athletics January 2012 - May 2012
New York Life Insurance Company January 2011 - December 2011
Skills
Technical Recruiting, Marketing, Networking, Enterprise Software, Temporary Placement, Consulting, Negotiation, Recruiting, Applicant Tracking..., Talent Acquisition, Cold Calling, Internet Recruiting, Staffing Services, Sourcing, Contract Recruitment, Staff Augmentation, Finance, Social Networking, Leadership, Microsoft Office
Education
James Madison University 2008 — 2012
B.S., Business, Management, Marketing, and Related Support Services
Grava Chrysler Jeep Dodge May 2014 - Present
Sears Auto Center May 2012 - May 2014
NYLIFE Securities November 2011 - May 2012
New York Life Insurance Company February 2011 - May 2012
Sears Holdings Corporation - Automotive May 2009 - February 2011
Skills
Financial Analysis, Strategic Financial..., Sales, Salesforce.com, Insurance, Financial Services, Fixed Annuities, Investments, Microsoft Excel, Marketing, Customer Service
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
BBA, Business Marketing and Management
New York Life Insurance Company October 2013 - Present
Senior Security Insurance Partners July 2013 - Present
Bankers Life and Casualty Co April 2011 - June 2013
WJW Fox8 November 1983 - February 2009
Skills
Human Resources, Training, Employee Benefits, Performance Management, Health Insurance, Management, New Hire Orientations, Records Management, Interviews, Employee Relations, Disability Insurance, Team Building, Employee Training, Benefits Administration, Accounts Payable, Team Leadership, Underwriting, Workers Compensation, Time Management, Labor Relations, Recruiting, Policy, Succession Planning, College Recruiting, Hiring, Fixed Annuities, Leadership, Licensed Life & Health..., Legacies, Gifting Strategies, Key Person Protection, Estate Planning, Wealth Preservation..., Thought Leadership, Small Business, Retirement Planning, Retirement, Insurance, Protection..., Multitasking Skills, Multi-generational..., Multi-generational...
Education
University of Phoenix 2002 — 2004
Masters, Organizational Management
Jacksonville State University 1979 — 1983
Bachelor's, Business Administration
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company December 2004 - Present
New York Life Insurance Company January 2009 - May 2011
Skills
Process Improvement, Insurance, Business Analysis, SDLC, Customer Service, Strategic Planning, Microsoft Office, Team Leadership
Education
John C Calhoun State Community College 1997 — 1998
Biology
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Skills
Passion for Helping..., Financial Goals, Business Planning, Business Continuity..., Insurance, Estate Planning, Public Speaking, Life Insurance, Customer Service, Retirement Planning, Employee Benefits, Fixed Annuities, Finance, Retirement
Education
Johnson and Wales University 1977 — 1981
Bachelor's degree, Food Service Management
Andrew Warde High School 1973 — 1977
High School Diploma, General Studies
New York Life Insurance Company March 2015 - Present
Alabama Hispanic Association 2006 - Present
Colombian National Comptrollership January 1985 - March 1991
Skills
Marketing, Non-profits, Public Relations, Event Management, Event Planning, Team Building, Nonprofits, Fundraising, Research, Organizational..., Proposal Writing, Leadership, Customer Service, Program Management, Public Speaking, Training, Social Networking, Management, Strategic Planning
Education
Pontificia Universidad Javeriana 1989 — 1991
Completed two years of studies, Political Science and Government
John C Calhoun State Community College
Associate's degree, Tecnology Paralegal
Libre University Bogota Colombia S.A.
Law, Law and Legal Studies
University Nuestra Senora Del Rosario Bogota Colombia
Graduate Degree, Administrative Law
University of Alabama in Huntsville
Spanish Teacher, Secondary Education and Teaching
New York Life Insurance Company November 2014 - Present
MetLife 2007 - October 2014
MetLife 2006 - 2007
Skills
Fixed Annuities, Wealth Management, Strategic Planning, Retirement Planning, Investments, Insurance, Strategic Financial..., Disability Insurance, Life Insurance, Retirement, Personal Financial..., Financial Services, Mutual Funds, Management, Finance, Series 7, Estate Planning
Education
Ithaca College 1982 — 1986
BA, English
BTHR Solutions / BeneTemps at Samsonite LLC September 2010 - Present
New York Life Insurance Company April 2008 - September 2010
New York Life Insurance Company 2006 - 2008
New York Life Insurance Company June 2001 - April 2006
State Street 2000 - 2001
State Street 1989 - 2000
Skills
Customer Service, Pensions, Quality Assurance, Defined Benefit, Employee Benefits, Pension Administration, Personal Chef Services, Culinary Skills, Catering
Education
Johnson & Wales University 2010 — 2012
Cullinary Arts
New York Life Insurance Company 2010 - Present
Newport Hospitality, Inc. September 2007 - May 2008
Distinguished Young Women May 2007 - July 2007
Mashantucket Pequot Athletic Commissions at Foxwoods Resort and Casino September 2006 - May 2007
The Homestead 2002 - 2005
The Greenbrier 2002 - 2004
Skills
College Savings Plans, Retirement Planning, Investments, Business Protection, Personal Financial..., Food & Beverage, Banquets, Hospitality Management, Menu Development, Hospitality Industry, Food, Event Planning, Hospitality, Hotels, Public Relations, Culinary Skills, Catering
Education
Johnson & Wales University 2006 — 2008
Bachelors, Hospitality Management
Johnson & Wales University 2004 — 2007
Associates, Hotel Management
Johnson and Wales University 2002 — 2004
Associates, Culinary Arts
New York Life Insurance Company September 2010 - March 2013
Jacksonville Greyhound Racing, Inc. January 2008 - January 2011
Nevada Ballet Theatre August 2003 - July 2006
Skills
VIP, Customer Service, Time Management, Asset Protection, Hospitality, Game Theory, Hospitality Management, Always Punctual, F&B Operations, College Funding..., Family Protection, Estate Tax Planning, Business Planning, Retirement Planning, 401k Rollovers, IRAs, Estate Planning, Accounting, Wealth Preservation..., Term Life Insurance, Long Term Care Insurance, Finance, Sales, Analysis, Financial Planners, Retirement, 401k, Long-term Care, Leadership, Life Insurance, Disability Insurance, Team Building, Strategic Financial..., Variable Annuities, Insurance, Fixed Annuities, Whole Life, Roth IRA, College Savings Plans, Mutual Funds
Education
Jacksonville University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Economics
DASOTA 1994 — 1998
High School Diploma, Dance
Apple Door Systems, Inc. December 2014 - Present
Apple Door Systems, Inc. December 2014 - August 2015
Capital One March 2013 - December 2014
Designs by Grace January 2008 - December 2013
Capital One January 2011 - March 2013
Ferguson Enterprises January 2000 - January 2008
New York Life Insurance Company April 1996 - July 2000
Skills
Budgets, Banking, Process Scheduler, Residential Homes, Insurance, Sales Management, Team Building, New Business Development, Credit Cards, Sales Process, Relationship Management, Pricing, Contract Negotiation, Sales
Education
James Madison University 1979 — 1981
BBA, Business Management
James Madison University 1978 — 1981
BBA, Business Management
Louisburg College, Louisburg North Carolina 1976 — 1978
Associates, General Studies
MassMutual Southern New England January 2013 - Present
New York Life Insurance Company July 2009 - December 2012
Skills
Retirement Planning
Education
Johnson & Wales University 2005 — 2009
Bachelor, Business Management
Galactica Corp January 2010 - Present
clewed. January 2010 - October 2013
New York Life Insurance Company January 2007 - January 2010
Mutual of Omaha January 2004 - December 2006
Mutual of Omaha January 2003 - December 2003
Skills
Strategy, Business Development, CRM, Start-ups, Business Strategy, Insurance
Education
Ithaca College 1999 — 2002
B.A, Political Sience and Economics
New York Life Insurance Company 2014 - Present
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Management, PowerPoint
Education
Jefferson Community College 2008 — 2015
Associate of Arts (A.A.), Psychology
Jefferson Community College 2009 — 2014
Psychology
STATS LLC November 2012 - Present
StoneTimberRiver LLC February 2012 - November 2012
Dallas Cowboys October 2011 - April 2012
Boston Bruins Hockey Team June 2011 - September 2011
Winthrop Intelligence June 2011 - August 2011
University of Massachusetts Amherst January 2011 - May 2011
New York Life Insurance Company May 2010 - August 2010
Springfield Falcons Hockey Team June 2007 - January 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Sport Management and Finance Double Major
Pioneer Valley Christian School 2003 — 2007
New York Life Insurance Company March 2015 - Present
Prudential Financial 1999 - 2015
Skills
Risk Management, Financial Modeling
Education
Ithaca College 1995 — 1999
BA, Mathematics
Conagrafoods September 2009 - Present
ConAgra foods September 2009 - Present
Buckle October 2008 - September 2009
New York Life Insurance Company December 2008 - May 2009
Skills
Consumer Products, Shopper Marketing, IRI
Education
University of Mississippi 2006 — 2008
BA, Marketing
Itawamba Community College
New York Life Insurance Company October 2011 - Present
Education
John Carroll University 1989 — 1993
Maple Heights High School 1985 — 1989
Jc Penney Catalog Ctr and Virginia Museum of Fine Arts March 1985 - Present
Virginia Museum of Fine Arts 1984 - 2003
New York Life Insurance Company June 1958 - July 1967
New York Life Insurance Company June 1958 - June 1967
Skills
Research, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Social Media, Nonprofits, Editing, Administrative...
Education
John Tyler Community College
Took several couurses in cmputer science
Mother Cabrini High
New York Life Insurance Company September 2013 - Present
Army National Guard May 2013 - Present
US Army September 2010 - May 2013
Army National Guard March 2010 - May 2013
Skills
Army, Military, Military Operations, Military Experience, Security Clearance, Weapons, Team Leadership, Operational Planning, Leadership, Life Insurance, Fixed Annuities, Term Life Insurance
Education
James Madison University 2009 — 2013
Bachelor of Arts (BA), Psychology
Mclean
New York Life Insurance Company May 2013 - Present
American Income Life Insurance Company April 2012 - April 2013
OfficeMax October 2007 - December 2011
Skills
Retirement Planning, Estate Planning, Small Business, Annuity Sales, Asset Protection, Insurance, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Wealth Preservation...
Education
Jacksonville State University 2003 — 2009
Pensacola Junior College 2001 — 2003
New York Life Insurance Company December 2012 - Present
Skills
Financial Analysis, Fixed Annuities, 401k Rollovers, IRAs, Life Insurance, Retirement Planning, Retirement Savings, Protection..., Wealth Transfer..., Education Funding..., Whole Life Insurance, Personal Finance, Term Life Insurance, Retirement, Insurance, Estate Planning
Education
ITT Technical Institute-Sylmar 2000 — 2003
Bachelor's degree, Electrical and Electronics Engineering
CDC
Bachelor's degree, Electrical and Electronics Engineering
SII Investments 2014 - Present
MassMutual Financial Group 2007 - 2014
New York Life Insurance Company 2005 - 2007
Skills
Strategic Planning, Change Management, Business Strategy, Strategy, Management Consulting, Financial Modeling, Portfolio Management, Risk Management, Mergers & Acquisitions, Retirement Planning, Mutual Funds, Event Planning, Financial Planning, Microsoft Office, Sales
Education
Holy Name High School
John Carroll University
John Carroll University July 2014 - Present
New York Life Insurance Company November 2013 - January 2015
Minnesota Vikings May 2013 - March 2014
University of Iowa August 2008 - May 2013
Kirtland Country Club April 2003 - August 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, IRAs, Long Term Care Insurance, Term Life Insurance, Investments, Wealth Accumulation, Employee Benefits, 401k Rollovers, Roth IRA, Wealth Management, College Savings Plans, Permanent Life Insurance, Mutual Funds, Small Business, Investment Strategies, Customer Service, Event Planning, Leadership, Microsoft Excel, PowerPoint, Public Speaking
Education
John Carroll University 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Iowa 2008 — 2013
BA Marketing/ Entrepreneurial Finance, Banking, Corporate, Finance, and Securities Law
Lake Catholic High school 2005 — 2008
New York Life Insurance Company November 1999 - Present
Skills
Term Life Insurance
Education
Jacksonville State University
Snead State Community College
New York Life Insurance Company September 2014 - May 2015
Fuccillo Ford of Seneca Falls September 2013 - January 2014
Skills
Asset Protection, Building Relationships, Communication, Creative Problem Solving, Customer Insight, Customer Relations, Customer Satisfaction, Licensed Life Insurance..., Life Insurance, Personal Finance, Protection..., Retirement Planning, Service Delivery, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Workshop Facilitation
Education
Onondaga Community College 2009 — 2013
Associate's Degree, Mathematics
ITT Technical Institute-Liverpool 2006 — 2008
Associate's Degree, Digital Communication and Media/Multimedia
Chittenango High School
Chittenango High School
Chips, Inc 2011 - 2014
Crossroads Home center January 2001 - November 2012
Charmaine Barnes, State Farm Agent May 2011 - September 2011
WilcoHess December 2010 - June 2011
New York Life Insurance Company November 2010 - May 2011
Education
Jack Welch Management Institute 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Strayer University 2008 — 2014
Bachelor's Degree, Business Administration and Management, General
Piedmont Virginia Community College 2000 — 2008
Associate's Degree, Business, Management, Marketing, and Related Support Services