New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Roy Yewah Roy Yewah's New York Life Insurance Company Experience June 2011 - August 2011
Job Financial Analyst at Ford Motor Company
Industry Financial Services
Experience
Ford Motor Company June 2015 - Present
Team Detroit January 2015 - June 2015
Team Detroit September 2014 - January 2015
Challenge Detroit August 2013 - September 2014
Crestmark Bank August 2013 - September 2014
Kalamazoo College September 2009 - June 2013
Premium Retail Solutions June 2012 - August 2012
Kalamazoo College March 2012 - April 2012
New York Life Insurance Company June 2011 - August 2011
Kalamazoo College June 2011 - August 2011
Skills
Leadership, Public Speaking, Data Analysis, Teamwork, Microsoft Office, Entrepreneurship, Community Outreach, Financial Analysis, French, Auditing, Intercultural..., Financial Accounting, Customer Service, PowerPoint, Microsoft Word, Risk Management, Eye for Details, Stata, Higher Education, Community Organizing, SPSS, Problem Solving, Donor Engagement, iMovie, Marketing, Nonprofits, Fundraising, Social Media, Tutoring, Analysis, Market Research, Finance, Time Management, Corporate Finance, Social Networking
Education
Kalamazoo College 2009 — 2013
Bachelors, Economics
Université de Strasbourg 2011 — 2011
Bachelor of Arts (B.A.), French, European Politics
Okemos High School
High school Diploma
Ford Motor Company June 2015 - Present
Team Detroit January 2015 - June 2015
Team Detroit September 2014 - January 2015
Challenge Detroit August 2013 - September 2014
Crestmark Bank August 2013 - September 2014
Kalamazoo College September 2009 - June 2013
Premium Retail Solutions June 2012 - August 2012
Kalamazoo College March 2012 - April 2012
New York Life Insurance Company June 2011 - August 2011
Kalamazoo College June 2011 - August 2011
Skills
Leadership, Public Speaking, Data Analysis, Teamwork, Microsoft Office, Entrepreneurship, Community Outreach, Financial Analysis, French, Auditing, Intercultural..., Financial Accounting, Customer Service, PowerPoint, Microsoft Word, Risk Management, Eye for Details, Stata, Higher Education, Community Organizing, SPSS, Problem Solving, Donor Engagement, iMovie, Marketing, Nonprofits, Fundraising, Social Media, Tutoring, Analysis, Market Research, Finance, Time Management, Corporate Finance, Social Networking
Education
Kalamazoo College 2009 — 2013
Bachelors, Economics
Université de Strasbourg 2011 — 2011
Bachelor of Arts (B.A.), French, European Politics
Okemos High School
High school Diploma
Rob Relief III Rob Relief III's New York Life Insurance Company Experience June 2011 - March 2012
Job Analyst at Mackinac Partners
Industry Financial Services
Experience
Mackinac Partners July 2013 - Present
Mackinac Partners June 2012 - August 2012
New York Life Insurance Company June 2011 - March 2012
Runway Couture June 2010 - December 2010
Marshall & Homegoods June 2008 - August 2009
Skills
Financial Modeling, Valuation, Cash Management, Restructuring, Management, Cash Flow Forecasting, Research, Critical Thinking, Financial Analysis, Social Media, Business Innovation, Statistics, Mergers & Acquisitions, Time Management, Spanish, Microsoft Excel, Social Networking, Microsoft Word, PowerPoint, Teamwork, Strategic Planning, Microsoft Office, SPSS, Finance, Economics, Outlook, Budgets, Data Analysis, Market Research, Team Leadership, Intercultural..., Stata, R, Highly Adaptable, Inventory Management, Business Strategy
Education
Kalamazoo College 2009 — 2013
Bachelor of Arts (B.A.), Business, Math Statistics, 3.32
Universidad Antonio de Nebrija 2011 — 2011
Study Abroad, Spanish, 4.0
Southfield High School 2005 — 2009
Dipoloma, N/A, 3.9
Mackinac Partners July 2013 - Present
Mackinac Partners June 2012 - August 2012
New York Life Insurance Company June 2011 - March 2012
Runway Couture June 2010 - December 2010
Marshall & Homegoods June 2008 - August 2009
Skills
Financial Modeling, Valuation, Cash Management, Restructuring, Management, Cash Flow Forecasting, Research, Critical Thinking, Financial Analysis, Social Media, Business Innovation, Statistics, Mergers & Acquisitions, Time Management, Spanish, Microsoft Excel, Social Networking, Microsoft Word, PowerPoint, Teamwork, Strategic Planning, Microsoft Office, SPSS, Finance, Economics, Outlook, Budgets, Data Analysis, Market Research, Team Leadership, Intercultural..., Stata, R, Highly Adaptable, Inventory Management, Business Strategy
Education
Kalamazoo College 2009 — 2013
Bachelor of Arts (B.A.), Business, Math Statistics, 3.32
Universidad Antonio de Nebrija 2011 — 2011
Study Abroad, Spanish, 4.0
Southfield High School 2005 — 2009
Dipoloma, N/A, 3.9
Kimberly Tilipman's New York Life Insurance Company Experience June 2011 - Present
Job Senior Quality Assurance Analyst at New York Life Insurance Company
Industry Hospital & Health Care
Experience
New York Life Insurance Company June 2011 - Present
New York Life – Tampa Fl June 2011 - Present
EDIMS, LLC June 2010 - June 2011
EDIMS LLC June 2010 - June 2011
KPMG US April 2006 - October 2009
KPMG US April 2006 - October 2009
UBS November 2000 - April 2006
United Bank of Switzerland November 2000 - April 2006
Prudential May 1999 - November 2000
Prudential Financial May 1998 - November 2000
Skills
Test Automation, Oracle, Software Quality..., Quality Assurance, User Acceptance Testing, Testing, Test Cases, IT Audit, Test Planning, Quality Center, Process Improvement, QTP, Visual Basic, Business Analysis, Software Documentation, Microsoft SQL Server, Requirements Analysis, SDLC, Databases, Agile Methodologies, Integration, HP Quality Center, Visio, Regression Testing, Software Project..., SQL, Project Management, Change Management
Education
Cittone Institute 1997 — 1998
Computer Programming
The Cittone Institute
Kean University 1989 — 1994
Bachelor of Arts, Honors Cum Laude
Kean University
Bachelor of Arts Degree
New York Life Insurance Company June 2011 - Present
New York Life – Tampa Fl June 2011 - Present
EDIMS, LLC June 2010 - June 2011
EDIMS LLC June 2010 - June 2011
KPMG US April 2006 - October 2009
KPMG US April 2006 - October 2009
UBS November 2000 - April 2006
United Bank of Switzerland November 2000 - April 2006
Prudential May 1999 - November 2000
Prudential Financial May 1998 - November 2000
Skills
Test Automation, Oracle, Software Quality..., Quality Assurance, User Acceptance Testing, Testing, Test Cases, IT Audit, Test Planning, Quality Center, Process Improvement, QTP, Visual Basic, Business Analysis, Software Documentation, Microsoft SQL Server, Requirements Analysis, SDLC, Databases, Agile Methodologies, Integration, HP Quality Center, Visio, Regression Testing, Software Project..., SQL, Project Management, Change Management
Education
Cittone Institute 1997 — 1998
Computer Programming
The Cittone Institute
Kean University 1989 — 1994
Bachelor of Arts, Honors Cum Laude
Kean University
Bachelor of Arts Degree
Russell Rush's New York Life Insurance Company Experience June 1987 - January 2000
Job Strategic Sales Consultant at R3R1 Consulting Group
Industry Professional Training & Coaching
Experience
R3R1 Consulting Group February 2015 - Present
Pacifica Senior Living July 2014 - February 2015
Hawthorn Retirement Group May 2010 - April 2014
Xtenex Corp. July 2009 - May 2010
Crown Philanthropic Solutions January 2005 - July 2008
CFG Consulting, LLC January 2000 - April 2005
New York Life Insurance Company June 1987 - January 2000
Skills
Strategic Planning, Product Development, Marketing Strategy, New Business Development, Business Strategy, Sales Management, Team Building, Cross-functional Team..., Management, Strategy, Marketing, Leadership, Business Planning, Consumer Products, Start-ups
Education
Kaplan University
Finance, General
The American College of Financial Services
Financial Planning and Services
R3R1 Consulting Group February 2015 - Present
Pacifica Senior Living July 2014 - February 2015
Hawthorn Retirement Group May 2010 - April 2014
Xtenex Corp. July 2009 - May 2010
Crown Philanthropic Solutions January 2005 - July 2008
CFG Consulting, LLC January 2000 - April 2005
New York Life Insurance Company June 1987 - January 2000
Skills
Strategic Planning, Product Development, Marketing Strategy, New Business Development, Business Strategy, Sales Management, Team Building, Cross-functional Team..., Management, Strategy, Marketing, Leadership, Business Planning, Consumer Products, Start-ups
Education
Kaplan University
Finance, General
The American College of Financial Services
Financial Planning and Services
Carmine Genovese Carmine Genovese's New York Life Insurance Company Experience July 2013 - Present
Job Insurance, Human Resource
Industry Consumer Goods
Experience
Kean University August 2013 - Present
New York Life Insurance Company July 2013 - Present
Middlesex County College December 2009 - Present
Securitas Security Services USA, Inc. May 2001 - May 2005
Skills
Human Resources, Teaching, Life Insurance
Education
Walden University 2013 — 2018
PHD (Program begins start of new year), Public Policy
Kean University 2005 — 2009
Bachelor's degree & Master Degree, History & Political Science
Kean University August 2013 - Present
New York Life Insurance Company July 2013 - Present
Middlesex County College December 2009 - Present
Securitas Security Services USA, Inc. May 2001 - May 2005
Skills
Human Resources, Teaching, Life Insurance
Education
Walden University 2013 — 2018
PHD (Program begins start of new year), Public Policy
Kean University 2005 — 2009
Bachelor's degree & Master Degree, History & Political Science
Syed Saboor's New York Life Insurance Company Experience May 2013 - October 2013
Job Account Manager/Recruiter at Systegration Inc.
Industry Information Technology and Services
Experience
Systegration October 2015 - Present
Epcot Technologies Inc April 2015 - September 2015
IPolarity LLC October 2014 - January 2015
Technology People November 2013 - August 2014
New York Life Insurance Company May 2013 - October 2013
ABIS Technologies, Inc. December 2012 - April 2013
ABIS Technologies, Inc. September 2012 - April 2013
ABIS Technologies. Inc. January 2012 - September 2012
Sears Holding Corporation June 2010 - January 2012
(Food Service Industry) September 2007 - January 2010
Skills
Recruiting, Talent Acquisition, Business Development, Human Resources, Program Management, Technical Recruiting, Customer Service, Benefits Negotiation, Staffing Services, Internet Recruiting, College Recruiting, CRM, Screening Resumes, Applicant Tracking..., Screening, Networking, Training, Recruitment Advertising, Onboarding, Negotiation, SDLC, Temporary Placement, Staff Augmentation, Resource Management, Resume Writing, Performance Management, Leadership, PeopleSoft, Hiring, Permanent Placement, IT Recruitment, Information Technology
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Took some classes, Masters Information Systems
University of Illinois at Chicago 2006 — 2008
Master's degree, African History
The University of Illinois at Chicago 1997 — 2000
Bachelor's degree, Liberal Arts
Systegration October 2015 - Present
Epcot Technologies Inc April 2015 - September 2015
IPolarity LLC October 2014 - January 2015
Technology People November 2013 - August 2014
New York Life Insurance Company May 2013 - October 2013
ABIS Technologies, Inc. December 2012 - April 2013
ABIS Technologies, Inc. September 2012 - April 2013
ABIS Technologies. Inc. January 2012 - September 2012
Sears Holding Corporation June 2010 - January 2012
(Food Service Industry) September 2007 - January 2010
Skills
Recruiting, Talent Acquisition, Business Development, Human Resources, Program Management, Technical Recruiting, Customer Service, Benefits Negotiation, Staffing Services, Internet Recruiting, College Recruiting, CRM, Screening Resumes, Applicant Tracking..., Screening, Networking, Training, Recruitment Advertising, Onboarding, Negotiation, SDLC, Temporary Placement, Staff Augmentation, Resource Management, Resume Writing, Performance Management, Leadership, PeopleSoft, Hiring, Permanent Placement, IT Recruitment, Information Technology
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Took some classes, Masters Information Systems
University of Illinois at Chicago 2006 — 2008
Master's degree, African History
The University of Illinois at Chicago 1997 — 2000
Bachelor's degree, Liberal Arts
Jennifer Rasberry Jennifer Rasberry's New York Life Insurance Company Experience May 2013 - September 2013
Job Professional Communications Specialist
Industry Marketing and Advertising
Experience
The DeLois Smith All Star Team, Realtors December 2013 - December 2014
New York Life Insurance Company May 2013 - September 2013
Skills
Insurance, Life Insurance, Investments, Leadership, Sales, Customer Service, Microsoft Office, Public Speaking, Marketing, Social Media, Team Building, Social Networking
Education
The University of Southern Mississippi
Bachelor's Degree, Communication Studies
Jones County Junior College
Associate's Degree, Pre-Medicine/Pre-Medical Studies
PCHS
High School
The DeLois Smith All Star Team, Realtors December 2013 - December 2014
New York Life Insurance Company May 2013 - September 2013
Skills
Insurance, Life Insurance, Investments, Leadership, Sales, Customer Service, Microsoft Office, Public Speaking, Marketing, Social Media, Team Building, Social Networking
Education
The University of Southern Mississippi
Bachelor's Degree, Communication Studies
Jones County Junior College
Associate's Degree, Pre-Medicine/Pre-Medical Studies
PCHS
High School
Ronnie De Manna Ronnie De Manna's New York Life Insurance Company Experience January 2003 - April 2005
Job Vice President, Market Leader at BB&T
Industry Banking
Experience
BB&T July 2005 - Present
BankAtlantic April 2010 - October 2012
BankAtlantic July 2005 - April 2010
New York Life Insurance Company January 2003 - April 2005
US Marine Corps January 2001 - May 2003
Skills
Financial Management, Team Leadership, Coaching, Relationship Selling, Professional..., Relationship Marketing, Banking, Commercial Lending, Loans, Managerial Finance, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Insurance, Finance, Cash Management, Leadership, Mortgage Lending, Lines Of Credit, Credit, Deposits, Loan Origination, Commercial Mortgages, Cross Selling, Branch Management, Underwriting, Retail Banking, Treasury Management, Sales, Management, Customer Service, Financial Services, Credit Risk
Education
Keiser University-Ft Lauderdale 2003 — 2005
Associates of Arts, Paralegal Studies
University of Central Florida 2000 — 2001
BB&T July 2005 - Present
BankAtlantic April 2010 - October 2012
BankAtlantic July 2005 - April 2010
New York Life Insurance Company January 2003 - April 2005
US Marine Corps January 2001 - May 2003
Skills
Financial Management, Team Leadership, Coaching, Relationship Selling, Professional..., Relationship Marketing, Banking, Commercial Lending, Loans, Managerial Finance, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Insurance, Finance, Cash Management, Leadership, Mortgage Lending, Lines Of Credit, Credit, Deposits, Loan Origination, Commercial Mortgages, Cross Selling, Branch Management, Underwriting, Retail Banking, Treasury Management, Sales, Management, Customer Service, Financial Services, Credit Risk
Education
Keiser University-Ft Lauderdale 2003 — 2005
Associates of Arts, Paralegal Studies
University of Central Florida 2000 — 2001
Joe McTaggart's New York Life Insurance Company Experience May 2010 - August 2010
Job Group Manager at DST Systems
Industry Investment Management
Experience
DST Systems May 2013 - Present
DST Systems January 2012 - May 2013
DST Systems May 2011 - January 2012
Mercy Regional Medical Center December 2010 - May 2011
New York Life Insurance Company May 2010 - August 2010
Vector Marketing February 2006 - June 2006
Skills
Time Management, Problem Solving, Excel, Access, Customer Relations, Teamwork, Team Leadership, Coordination, Mutual Funds, Management, Leadership, Process Improvement, Data Analysis, Team Building, Account Reconciliation, Risk Management, Business Analysis, Project Management, Financial Analysis
Education
Kansas State University 2007 — 2011
Bachelor of Science, Business Administration; Financial Controllership
DST Systems May 2013 - Present
DST Systems January 2012 - May 2013
DST Systems May 2011 - January 2012
Mercy Regional Medical Center December 2010 - May 2011
New York Life Insurance Company May 2010 - August 2010
Vector Marketing February 2006 - June 2006
Skills
Time Management, Problem Solving, Excel, Access, Customer Relations, Teamwork, Team Leadership, Coordination, Mutual Funds, Management, Leadership, Process Improvement, Data Analysis, Team Building, Account Reconciliation, Risk Management, Business Analysis, Project Management, Financial Analysis
Education
Kansas State University 2007 — 2011
Bachelor of Science, Business Administration; Financial Controllership
Barbara Bergonzi Barbara Bergonzi's New York Life Insurance Company Experience March 2007 - Present
Job Accounting Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2007 - Present
Skills
Microsoft Word, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Office, Budgets
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
New York Life Insurance Company March 2007 - Present
Skills
Microsoft Word, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Office, Budgets
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Abdul Hamid Abdul Hamid's New York Life Insurance Company Experience May 2010 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company August 1991 - May 2010
Skills
Communication, Interviewing Skills, Multi-tasking Skills, Recruiting, Outstanding time..., Thought Leadership, Training, Financial Recruiting, College Recruiting, Hands on Leader, Analysis
Education
University of Karachi 1980 — 1989
Bachelor of Arts (B.A.), Master of Arts (M.A.), Bachelor of Law (L.L.B.)
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company August 1991 - May 2010
Skills
Communication, Interviewing Skills, Multi-tasking Skills, Recruiting, Outstanding time..., Thought Leadership, Training, Financial Recruiting, College Recruiting, Hands on Leader, Analysis
Education
University of Karachi 1980 — 1989
Bachelor of Arts (B.A.), Master of Arts (M.A.), Bachelor of Law (L.L.B.)
Mitzi Anne Waga Mitzi Anne Waga's New York Life Insurance Company Experience
Job Financial Service at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Retirement Planning, Investments, Life & Health Insurance..., Securities, Long Term Care Insurance, Educational Funding, Mutual Funds, Wealth Accumulation..., Financial Analysis, Estate Planning, Business Strategy, Business succession..., Investment Advisory, Finance
Education
Kaplan University
Certified Financial Planning
St. Theresa's College
University of San Carlos
Bachelor of Science in Buss. Administration
New York Life Insurance Company
Skills
Retirement Planning, Investments, Life & Health Insurance..., Securities, Long Term Care Insurance, Educational Funding, Mutual Funds, Wealth Accumulation..., Financial Analysis, Estate Planning, Business Strategy, Business succession..., Investment Advisory, Finance
Education
Kaplan University
Certified Financial Planning
St. Theresa's College
University of San Carlos
Bachelor of Science in Buss. Administration
Tyler Hiranaka Tyler Hiranaka's New York Life Insurance Company Experience April 2014 - April 2015
Job Recruitment Coordinator at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - April 2015
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Public Speaking, English, Social Media, Windows, Photoshop, Outlook, HTML, Data Analysis, Time Management, Financial Analysis, Event Planning, Java, Leadership, WordPress, Adobe Creative Suite, Oracle PL/SQL..., LaTeX, microsoft solutions..., ASP.NET, Recruiting, Financial Recruiting, Social Networking, Sales, Marketing, Management, Marketing Strategy, Team Building, Project Management
Education
University of Hawaii at Manoa 2015 — 2017
Mechanical Engineering
Kapiolani Community College 2013 — 2015
ASNS Engineering, SCI295 - Biomechanical Engineering Analysis of Forces on the Ankle Joint
New York Life Insurance Company April 2014 - April 2015
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Public Speaking, English, Social Media, Windows, Photoshop, Outlook, HTML, Data Analysis, Time Management, Financial Analysis, Event Planning, Java, Leadership, WordPress, Adobe Creative Suite, Oracle PL/SQL..., LaTeX, microsoft solutions..., ASP.NET, Recruiting, Financial Recruiting, Social Networking, Sales, Marketing, Management, Marketing Strategy, Team Building, Project Management
Education
University of Hawaii at Manoa 2015 — 2017
Mechanical Engineering
Kapiolani Community College 2013 — 2015
ASNS Engineering, SCI295 - Biomechanical Engineering Analysis of Forces on the Ankle Joint
David Cash-Alston David Cash-Alston's New York Life Insurance Company Experience 2013 - 2014
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
New York Life Insurance Company 2013 - 2014
Obsidian Financial Ltd 2012 - 2013
CATHOLIC CHARITIES DIOCESE OF METUCHEN 2008 - 2012
Skills
Retirement Planning, Small Business, High Net Worth..., Financial Planning, Succession Planning, Executive Benefit..., Business Strategy, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Disability Insurance, College Education..., Financial Services, Financial Analysis, Risk Management, Sales, Savings, Leadership
Education
Kean University 2008 — 2011
Bachelor's Degree, Accounting
Middlesex County College 2005 — 2008
Associate's Degree, Accounting
MassMutual Financial Group July 2014 - Present
New York Life Insurance Company 2013 - 2014
Obsidian Financial Ltd 2012 - 2013
CATHOLIC CHARITIES DIOCESE OF METUCHEN 2008 - 2012
Skills
Retirement Planning, Small Business, High Net Worth..., Financial Planning, Succession Planning, Executive Benefit..., Business Strategy, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Disability Insurance, College Education..., Financial Services, Financial Analysis, Risk Management, Sales, Savings, Leadership
Education
Kean University 2008 — 2011
Bachelor's Degree, Accounting
Middlesex County College 2005 — 2008
Associate's Degree, Accounting
Zachary Rodgers's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYIFE Securities LLC April 2014 - Present
New York Life Insurance Company January 2014 - Present
MAFES Sales Store February 2011 - December 2013
Skills
Customer Service, Insurance, Finance, Life Insurance, Retirement Planning, Investments, Retirement, Financial Services
Education
Mississippi State University 2011 — 2013
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Jones County Junior College 2009 — 2011
NYIFE Securities LLC April 2014 - Present
New York Life Insurance Company January 2014 - Present
MAFES Sales Store February 2011 - December 2013
Skills
Customer Service, Insurance, Finance, Life Insurance, Retirement Planning, Investments, Retirement, Financial Services
Education
Mississippi State University 2011 — 2013
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Jones County Junior College 2009 — 2011
Rajesh Varghese Rajesh Varghese's New York Life Insurance Company Experience 2009 - August 2014
Job Accountant at Aplus USA
Industry Accounting
Experience
A-Plus USA, Houston December 2013 - Present
New York Life Insurance Company 2009 - August 2014
Skills
Financial Planning, Life Insurance, Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Financial Planners, 401k, Retirement, Strategic Financial..., IRAs, Financial Analysis, Accounting, Term Life Insurance, Investments, Disability Insurance, Mutual Funds, Long-term Care, Long Term Care Insurance, Estate Planning, Whole Life, Series 63, Accounts Payable, Financial Accounting, Internal Audit, Problem Solving, Financial Statements, Consolidated Financial..., QuickBooks, Peachtree, Income Tax, Corporate Tax, Tax Accounting
Education
Keller Graduate School of Management of DeVry University 2014 — 2014
Masters in Finance & Accounting Management, Accounting and Finance, A
DG College of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General, A
A-Plus USA, Houston December 2013 - Present
New York Life Insurance Company 2009 - August 2014
Skills
Financial Planning, Life Insurance, Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Financial Planners, 401k, Retirement, Strategic Financial..., IRAs, Financial Analysis, Accounting, Term Life Insurance, Investments, Disability Insurance, Mutual Funds, Long-term Care, Long Term Care Insurance, Estate Planning, Whole Life, Series 63, Accounts Payable, Financial Accounting, Internal Audit, Problem Solving, Financial Statements, Consolidated Financial..., QuickBooks, Peachtree, Income Tax, Corporate Tax, Tax Accounting
Education
Keller Graduate School of Management of DeVry University 2014 — 2014
Masters in Finance & Accounting Management, Accounting and Finance, A
DG College of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General, A
Tanner Strathman's New York Life Insurance Company Experience April 2013 - July 2015
Job Dedicated Financial Professional
Industry Financial Services
Experience
NYLIFE Securities LLC November 2013 - July 2015
New York Life Insurance Company April 2013 - July 2015
Skills
Retirement Planning, Insurance, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Legacies, Small Business, Succession Planning, Wealth Preservation..., Multi-generational..., Thought Leadership, Time Management, Key Person Insurance, Licensed in Long Term..., Protection..., Multi-generational..., Lifetime Income..., Buy-Sell Agreements, Charitable Giving, Finance
Education
Kansas State University 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
NYLIFE Securities LLC November 2013 - July 2015
New York Life Insurance Company April 2013 - July 2015
Skills
Retirement Planning, Insurance, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Legacies, Small Business, Succession Planning, Wealth Preservation..., Multi-generational..., Thought Leadership, Time Management, Key Person Insurance, Licensed in Long Term..., Protection..., Multi-generational..., Lifetime Income..., Buy-Sell Agreements, Charitable Giving, Finance
Education
Kansas State University 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Nam K Vu, MBA Nam K Vu, MBA's New York Life Insurance Company Experience September 2009 - March 2010
Job Project Execution Specialist & Relationships Manager ► Seamlessly balancing internal goals w/ customer satisfaction.
Industry Internet
Experience
RecordFlow October 2013 - Present
South Coast Surety April 2013 - October 2013
Amergence Technology Inc. January 2011 - December 2011
L-3 Communications April 2010 - October 2010
New York Life Insurance Company September 2009 - March 2010
Skills
Management, Competitive Analysis, Team Building, Customer Service, Analysis, Training, Analytics, Basecamp, Account Management, Social Networking, Coaching, SugarCRM, Marketing, Process Improvement, Project Management, Market Research, Data Analysis, Strategic Planning, Program Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master of Business Administration (M.B.A.) w/ Distinction
University of California, Irvine 2007 — 2009
Bachelors of Arts
San Diego Mesa College 2005 — 2007
Associates
RecordFlow October 2013 - Present
South Coast Surety April 2013 - October 2013
Amergence Technology Inc. January 2011 - December 2011
L-3 Communications April 2010 - October 2010
New York Life Insurance Company September 2009 - March 2010
Skills
Management, Competitive Analysis, Team Building, Customer Service, Analysis, Training, Analytics, Basecamp, Account Management, Social Networking, Coaching, SugarCRM, Marketing, Process Improvement, Project Management, Market Research, Data Analysis, Strategic Planning, Program Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master of Business Administration (M.B.A.) w/ Distinction
University of California, Irvine 2007 — 2009
Bachelors of Arts
San Diego Mesa College 2005 — 2007
Associates
Jonathan Powers Jonathan Powers's New York Life Insurance Company Experience March 2011 - June 2011
Job Business Analyst II at Cabela's
Industry Retail
Experience
Cabela's September 2012 - Present
Michigan Department of Natural Resources June 2011 - September 2012
New York Life Insurance Company March 2011 - June 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Strategic Financial..., Earned Value Management, Valuation, Value Creation, Business Valuation, Team Leadership, Team Building, Team-oriented, Leadership Development, Business Analysis, Business Process..., Certified Business..., Statistical Data..., Financial Statement..., Adaptability, Technical Communication, Priority Management, SAP Value Management, Stata IC 12, IBM SPSS, Microsoft Office, Microsoft Excel, Serena, A/S 400, JDA Merchandise..., Teamwork
Education
Kalamazoo College 2008 — 2012
Bachelor of Arts (BA), Business/Concentration in Finance
Cabela's September 2012 - Present
Michigan Department of Natural Resources June 2011 - September 2012
New York Life Insurance Company March 2011 - June 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Strategic Financial..., Earned Value Management, Valuation, Value Creation, Business Valuation, Team Leadership, Team Building, Team-oriented, Leadership Development, Business Analysis, Business Process..., Certified Business..., Statistical Data..., Financial Statement..., Adaptability, Technical Communication, Priority Management, SAP Value Management, Stata IC 12, IBM SPSS, Microsoft Office, Microsoft Excel, Serena, A/S 400, JDA Merchandise..., Teamwork
Education
Kalamazoo College 2008 — 2012
Bachelor of Arts (BA), Business/Concentration in Finance
Herson Paiz Herson Paiz's New York Life Insurance Company Experience August 2012 - June 2013
Job Life Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - June 2013
American Financial Solutions January 2011 - July 2012
Deafinition Corporation January 2007 - January 2011
Medina’s Services Corporation January 1999 - January 2007
Skills
Accounting, Accounts Payable, Forecasting, Finance, Budgets, Payroll, Variance Analysis
Education
Kean University
Accounting & International Business
Union County College
Associates Degree, Business Management
New York Life Insurance Company August 2012 - June 2013
American Financial Solutions January 2011 - July 2012
Deafinition Corporation January 2007 - January 2011
Medina’s Services Corporation January 1999 - January 2007
Skills
Accounting, Accounts Payable, Forecasting, Finance, Budgets, Payroll, Variance Analysis
Education
Kean University
Accounting & International Business
Union County College
Associates Degree, Business Management
Cory Arashiro Cory Arashiro's New York Life Insurance Company Experience October 2012 - November 2012
Job Office Assistant at Saint Francis School
Industry
Experience
Saint Francis School Hawaii July 2015 - Present
Inaba Restaurant December 2012 - Present
PKF Pacifc November 2014 - May 2015
Robert Half Finance & Accounting April 2014 - November 2014
Saint Francis School Honolulu, Hawaii July 2013 - March 2014
New York Life Insurance Company October 2012 - November 2012
Menlo College February 2012 - May 2012
Skills
Customer Service, Teamwork, Accounting, Bookkeeping, Xero, Microsoft SQL Server, Conflict Management, Office Administration
Education
Menlo College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Kansai Gaidai University 2011 — 2011
Saint Francis School Hawaii July 2015 - Present
Inaba Restaurant December 2012 - Present
PKF Pacifc November 2014 - May 2015
Robert Half Finance & Accounting April 2014 - November 2014
Saint Francis School Honolulu, Hawaii July 2013 - March 2014
New York Life Insurance Company October 2012 - November 2012
Menlo College February 2012 - May 2012
Skills
Customer Service, Teamwork, Accounting, Bookkeeping, Xero, Microsoft SQL Server, Conflict Management, Office Administration
Education
Menlo College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Kansai Gaidai University 2011 — 2011
Nolan Goslee, MSF's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC helping individuals and businesses create and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company November 2014 - Present
United States Army Reserve February 2010 - Present
Aflac April 2014 - January 2015
OfficeTeam April 2013 - February 2014
Skills
Training, Leadership, Management, Finance, Human Resources, Insurance, 401k Rollovers, Business Planning, Legacy Giving, Personal Finance, Wealth Preservation..., Annuity Sales, Gifting Strategies, Income Protection, Life Insurance, Wealth Transfer
Education
Kaplan University 2013 — 2015
Master of Science (M.S.), Financial Analysis, 3.85
Western Michigan University - Haworth College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company November 2014 - Present
United States Army Reserve February 2010 - Present
Aflac April 2014 - January 2015
OfficeTeam April 2013 - February 2014
Skills
Training, Leadership, Management, Finance, Human Resources, Insurance, 401k Rollovers, Business Planning, Legacy Giving, Personal Finance, Wealth Preservation..., Annuity Sales, Gifting Strategies, Income Protection, Life Insurance, Wealth Transfer
Education
Kaplan University 2013 — 2015
Master of Science (M.S.), Financial Analysis, 3.85
Western Michigan University - Haworth College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Lucas Dickson Lucas Dickson's New York Life Insurance Company Experience 2005 - 2010
Job Director of EVS at Overland Park Regional Medical Center
Industry Hospital & Health Care
Experience
Overland Park Regional Medical Center January 2013 - Present
HCA January 2008 - December 2012
New York Life Insurance Company 2005 - 2010
HCA 2009 - 2009
ups 2000 - 2008
Skills
Process Improvement, Value Stream Mapping, Visio, Six Sigma, Process Engineering, Workplace Organization, Lean Thinking, Lean Operations, 5S, Operations Management, Quality Improvement, Operational Excellence, Industrial Engineering, Root Cause Analysis, DMAIC, Kaizen, Quality Management, Minitab, Performance Improvement, Continuous Improvement, Business Process..., Healthcare, Healthcare Management, MS Project, Team Leadership
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.), Healthcare Management
Kansas State University 1995 — 2000
B.S., Industrial Engineering
Overland Park Regional Medical Center January 2013 - Present
HCA January 2008 - December 2012
New York Life Insurance Company 2005 - 2010
HCA 2009 - 2009
ups 2000 - 2008
Skills
Process Improvement, Value Stream Mapping, Visio, Six Sigma, Process Engineering, Workplace Organization, Lean Thinking, Lean Operations, 5S, Operations Management, Quality Improvement, Operational Excellence, Industrial Engineering, Root Cause Analysis, DMAIC, Kaizen, Quality Management, Minitab, Performance Improvement, Continuous Improvement, Business Process..., Healthcare, Healthcare Management, MS Project, Team Leadership
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.), Healthcare Management
Kansas State University 1995 — 2000
B.S., Industrial Engineering
Chris Farr's New York Life Insurance Company Experience April 2013 - February 2014
Job Analyst at Cerner
Industry Hospital & Health Care
Experience
Cerner Corporation February 2015 - Present
Cerner Corporation March 2014 - February 2015
New York Life Insurance Company April 2013 - February 2014
AT&T November 2010 - April 2013
AT&T Mobility June 2010 - November 2010
AT&T May 2009 - August 2009
Skills
Customer Satisfaction, Retail, Sales Management, Merchandising, Customer Service, Leadership, Staff Development, Sales
Education
Shanghai University of Finance and Economics 2010 — 2010
Study Abroad Program, Business and Chinese
Kansas State University 2005 — 2009
Bachelor's degree, Finance
Cerner Corporation February 2015 - Present
Cerner Corporation March 2014 - February 2015
New York Life Insurance Company April 2013 - February 2014
AT&T November 2010 - April 2013
AT&T Mobility June 2010 - November 2010
AT&T May 2009 - August 2009
Skills
Customer Satisfaction, Retail, Sales Management, Merchandising, Customer Service, Leadership, Staff Development, Sales
Education
Shanghai University of Finance and Economics 2010 — 2010
Study Abroad Program, Business and Chinese
Kansas State University 2005 — 2009
Bachelor's degree, Finance
John Six John Six's New York Life Insurance Company Experience July 2007 - Present
Job Administrative Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2007 - Present
Advance America December 2005 - July 2007
Skills
Organizational Vision, Strategic Planning, Leadership, Motivated self-starter, Business Process..., Time Management, Program Management, Process Improvement, Team Building, CRM, Sales Management, Business Planning, Management, Insurance, Sales, Fixed Annuities, Outlook, Retirement Planning, Customer Service, Long-term Care, IRAs, Disability Insurance, Life Insurance, Mutual Funds, Retirement
Education
Southern New Hampshire University 2012 — 2015
Master's degree, Business Management with Six Sigma specialization, 4.0
The American College 2007 — 2010
CLU, ChFC, Insurance
Keene State College 2001 — 2005
Bachelor of Science (B.S.), Business Management
New York Life Insurance Company July 2007 - Present
Advance America December 2005 - July 2007
Skills
Organizational Vision, Strategic Planning, Leadership, Motivated self-starter, Business Process..., Time Management, Program Management, Process Improvement, Team Building, CRM, Sales Management, Business Planning, Management, Insurance, Sales, Fixed Annuities, Outlook, Retirement Planning, Customer Service, Long-term Care, IRAs, Disability Insurance, Life Insurance, Mutual Funds, Retirement
Education
Southern New Hampshire University 2012 — 2015
Master's degree, Business Management with Six Sigma specialization, 4.0
The American College 2007 — 2010
CLU, ChFC, Insurance
Keene State College 2001 — 2005
Bachelor of Science (B.S.), Business Management
Shirley Hoogenraad Shirley Hoogenraad's New York Life Insurance Company Experience OwnerKid's VillaJune 1997 - July 1999
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company OwnerKid's VillaJune 1997 - July 1999
SPRINT April 1980 - June 1997
Skills
Health Insurance, Strategic Financial..., Investments, IRAs, Universal Life, Risk Management, Microsoft Excel, Long Term Care Insurance, Mutual Funds
Education
Kansas City Kansas Community College
Associate's degree, Electrical Technologies
Kansas State University
Bachelor's degree, Business Administration, Management and Operations
New York Life Insurance Company OwnerKid's VillaJune 1997 - July 1999
SPRINT April 1980 - June 1997
Skills
Health Insurance, Strategic Financial..., Investments, IRAs, Universal Life, Risk Management, Microsoft Excel, Long Term Care Insurance, Mutual Funds
Education
Kansas City Kansas Community College
Associate's degree, Electrical Technologies
Kansas State University
Bachelor's degree, Business Administration, Management and Operations
Shannon Velazquez Shannon Velazquez's New York Life Insurance Company Experience 2004 - 2005
Job OnAir Personality at Magic 105.5 WMGH
Industry Retail
Experience
WMGH Magic 105.5 May 2013 - Present
UPS Capital® November 2014 - January 2015
Toys R Us September 2007 - October 2012
OTG Management 2006 - 2007
New York Life Insurance Company 2004 - 2005
GameStop 1999 - 2003
Skills
Blogging, Time Management, Management, Retail, Inventory Control, Customer Service, Loss Prevention, Sales, Leadership, Store Management, Training, Teamwork, Team Building, Data Entry, Outlook, Microsoft Word, Microsoft Excel
Education
Katherine Gibbs School 2005 — 2007
AA, Hotel Restaurant Management
WMGH Magic 105.5 May 2013 - Present
UPS Capital® November 2014 - January 2015
Toys R Us September 2007 - October 2012
OTG Management 2006 - 2007
New York Life Insurance Company 2004 - 2005
GameStop 1999 - 2003
Skills
Blogging, Time Management, Management, Retail, Inventory Control, Customer Service, Loss Prevention, Sales, Leadership, Store Management, Training, Teamwork, Team Building, Data Entry, Outlook, Microsoft Word, Microsoft Excel
Education
Katherine Gibbs School 2005 — 2007
AA, Hotel Restaurant Management
Claudio Claudio Gonzales Claudio Claudio Gonzales's New York Life Insurance Company Experience March 2012 - February 2013
Job Recruitment Consultant at International Truck Driving School
Industry Marketing and Advertising
Experience
International Truck Driving School June 2014 - Present
Don Rafael January 1995 - Present
New York Life Insurance Company March 2012 - February 2013
Western & Southern Financial Group January 2011 - January 2012
Endbrige August 2010 - October 2010
Lifetouch Church Directories and Portraits February 2003 - May 2010
Skills
Public Speaking, Strategic Planning, Sales, Customer Service, Adobe Creative Suite, Microsoft Office, Life Insurance, Health Insurance
Education
Spring Arbor University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Kellogg Community College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
International Truck Driving School June 2014 - Present
Don Rafael January 1995 - Present
New York Life Insurance Company March 2012 - February 2013
Western & Southern Financial Group January 2011 - January 2012
Endbrige August 2010 - October 2010
Lifetouch Church Directories and Portraits February 2003 - May 2010
Skills
Public Speaking, Strategic Planning, Sales, Customer Service, Adobe Creative Suite, Microsoft Office, Life Insurance, Health Insurance
Education
Spring Arbor University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Kellogg Community College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Anna Musser's New York Life Insurance Company Experience August 2015 - Present
Job Service Associate Medical Underwriting
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
BLUE STAR GLASS October 2013 - July 2015
Oticon A/S July 2010 - October 2013
Skills
Medical Devices, ISO 13485, Process Improvement, Troubleshooting, Software Documentation, Change Management, FDA, Team Leadership, Cross-functional Team..., Training, Technical Support, Project Management, Management, Technical Training, Product Development
Education
Kean University 2010 — 2014
Bachelor's degree, Psychology
New York Life Insurance Company August 2015 - Present
BLUE STAR GLASS October 2013 - July 2015
Oticon A/S July 2010 - October 2013
Skills
Medical Devices, ISO 13485, Process Improvement, Troubleshooting, Software Documentation, Change Management, FDA, Team Leadership, Cross-functional Team..., Training, Technical Support, Project Management, Management, Technical Training, Product Development
Education
Kean University 2010 — 2014
Bachelor's degree, Psychology
HANDY LUIGI's New York Life Insurance Company Experience February 2015 - Present
Job Delivering Smart Leadership for Entrepreneurs and their Dream Team
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
NYLIFE Securities LLC April 2015 - Present
The Oeconomus LLC January 2008 - February 2015
Pacific Life August 2011 - August 2013
Prudential Financial January 2010 - August 2011
New England Financial January 2008 - January 2010
Skills
Small Business, Leadership, Management, Finance, Life Insurance, Retirement, Fixed Annuities, Business Planning, Retirement Planning, Personal Finance, Public Speaking, Sales, Analysis, Mutual Funds, Securities, Customer Service
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
Master's degree, Accounting and Financial Management
Southern Connecticut State University 2001 — 2005
Bachelor's of Science, International Business
College Andre-Grasset 1996 — 1998
Diplome D'Etudes Collegiales, Business Administration, Management and Operations
New York Life Insurance Company February 2015 - Present
NYLIFE Securities LLC April 2015 - Present
The Oeconomus LLC January 2008 - February 2015
Pacific Life August 2011 - August 2013
Prudential Financial January 2010 - August 2011
New England Financial January 2008 - January 2010
Skills
Small Business, Leadership, Management, Finance, Life Insurance, Retirement, Fixed Annuities, Business Planning, Retirement Planning, Personal Finance, Public Speaking, Sales, Analysis, Mutual Funds, Securities, Customer Service
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
Master's degree, Accounting and Financial Management
Southern Connecticut State University 2001 — 2005
Bachelor's of Science, International Business
College Andre-Grasset 1996 — 1998
Diplome D'Etudes Collegiales, Business Administration, Management and Operations
Keith Harvel's New York Life Insurance Company Experience 2012 - April 2014
Job Financial Services Professional
Industry Financial Services
Experience
SelectQuote Insurance Services May 2014 - Present
New York Life Insurance Company 2012 - April 2014
DeVry University 2004 - 2012
Capstone Home Loan 2002 - 2004
Sprint PCS 1997 - 2002
Skills
Leadership, CRM, Insurance, Leadership Development, Time Management, Higher Education, Program Management, Analysis, Public Speaking, Team Leadership, Training, Enrollment Management, Social Networking, Entrepreneurship, Sales, Staff Development, Employee Benefits, Finance, Recruiting, Coaching, Nonprofits, Student Financial Aid, Team Building, Resume Writing, Employee Training, Fundraising, Career Counseling, Marketing, Adult Education, Whole Life, Term Life Insurance, Life Insurance, Educational Leadership, Retirement Benefits, Fixed Annuities, Estate Planning, Fixed Income, 401k Rollovers, Series 6, Mutual Funds, Variable Annuities
Education
University of Phoenix 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Keller Graduate School of Management of DeVry University 2008 — 2009
Master of Business Administration (MBA), International Business
SelectQuote Insurance Services May 2014 - Present
New York Life Insurance Company 2012 - April 2014
DeVry University 2004 - 2012
Capstone Home Loan 2002 - 2004
Sprint PCS 1997 - 2002
Skills
Leadership, CRM, Insurance, Leadership Development, Time Management, Higher Education, Program Management, Analysis, Public Speaking, Team Leadership, Training, Enrollment Management, Social Networking, Entrepreneurship, Sales, Staff Development, Employee Benefits, Finance, Recruiting, Coaching, Nonprofits, Student Financial Aid, Team Building, Resume Writing, Employee Training, Fundraising, Career Counseling, Marketing, Adult Education, Whole Life, Term Life Insurance, Life Insurance, Educational Leadership, Retirement Benefits, Fixed Annuities, Estate Planning, Fixed Income, 401k Rollovers, Series 6, Mutual Funds, Variable Annuities
Education
University of Phoenix 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Keller Graduate School of Management of DeVry University 2008 — 2009
Master of Business Administration (MBA), International Business
Jordan Fairbanks Jordan Fairbanks's New York Life Insurance Company Experience June 2010 - Present
Job Financial Adviser at Eagle Strategies LLC, A Registered Investment Adviser
Industry Financial Services
Experience
Eagle Strategies LLC, A Registered Investment Adviser November 2013 - Present
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company June 2010 - Present
Skills
Fixed Annuities, Estate Planning, Insurance, Investments, Life Insurance, Series 7, Series 63, Financial Planning, Retirement Planning, Finance, Financial Advisory, Strategic Financial..., 529 Plans, Series 6, Mutual Funds, Wealth Management, FINRA, Health Insurance, Wealth, Securities, Investment Advisory, Financial Services, Long Term Care Insurance
Education
Kalamazoo College 2007 — 2011
Bachelor of Science (BS), Economics and Business
North Muskegon High School
Eagle Strategies LLC, A Registered Investment Adviser November 2013 - Present
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company June 2010 - Present
Skills
Fixed Annuities, Estate Planning, Insurance, Investments, Life Insurance, Series 7, Series 63, Financial Planning, Retirement Planning, Finance, Financial Advisory, Strategic Financial..., 529 Plans, Series 6, Mutual Funds, Wealth Management, FINRA, Health Insurance, Wealth, Securities, Investment Advisory, Financial Services, Long Term Care Insurance
Education
Kalamazoo College 2007 — 2011
Bachelor of Science (BS), Economics and Business
North Muskegon High School
Carleen Colby's New York Life Insurance Company Experience May 2014 - Present
Job Devoted Agent with New York Life helping families, individuals, business owners, high net worth individuals & retirees.
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
RE/MAX New Beginnings Realty August 2011 - November 2012
Crystal Title Agency February 2008 - August 2011
Exit Realty Advantage August 2006 - February 2008
Various Mortgage Companies November 2004 - February 2008
Various Title Companies June 2000 - August 2006
Skills
Insurance, Marketing, Leadership, Small Business, Asset Protection, Building Relationships, Business Networking, Public Speaking, Sales, Business Insurance..., Communication, Creative Problem Solving, Customer Relations, Customer Satisfaction, Customer Retention, Education Funding..., Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacy Planning, Personal Finance, Retirement Planning, Life Insurance..., Lifetime Income..., Multi-tasking Skills, Networking, Permanent Life Insurance, Problem Solving, Wealth Preservation..., Relationship Management, Licensed Life Insurance..., 401(k) Rollovers, Finance, Investments, Licensed in Long-Term..., Annuity Sales, Budgets, Social Networking, Life Insurance
Education
Iversity 2013 — 2014
Certficate, Political Philosophy
Alison 2013 — 2013
Certificate, Government Econonmic Policy
Kaplan University 2009 — 2010
Legal Studies
On Site School 2008 — 2008
Life and Health Insurance
Ocean County School of Real Estate 2006 — 2006
Real Estate
South Jersey Prof. School of Business 2005 — 2005
Title Insurance
Suburban Technical School 1992 — 1992
Computerized Office Technology
New York Life Insurance Company May 2014 - Present
RE/MAX New Beginnings Realty August 2011 - November 2012
Crystal Title Agency February 2008 - August 2011
Exit Realty Advantage August 2006 - February 2008
Various Mortgage Companies November 2004 - February 2008
Various Title Companies June 2000 - August 2006
Skills
Insurance, Marketing, Leadership, Small Business, Asset Protection, Building Relationships, Business Networking, Public Speaking, Sales, Business Insurance..., Communication, Creative Problem Solving, Customer Relations, Customer Satisfaction, Customer Retention, Education Funding..., Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacy Planning, Personal Finance, Retirement Planning, Life Insurance..., Lifetime Income..., Multi-tasking Skills, Networking, Permanent Life Insurance, Problem Solving, Wealth Preservation..., Relationship Management, Licensed Life Insurance..., 401(k) Rollovers, Finance, Investments, Licensed in Long-Term..., Annuity Sales, Budgets, Social Networking, Life Insurance
Education
Iversity 2013 — 2014
Certficate, Political Philosophy
Alison 2013 — 2013
Certificate, Government Econonmic Policy
Kaplan University 2009 — 2010
Legal Studies
On Site School 2008 — 2008
Life and Health Insurance
Ocean County School of Real Estate 2006 — 2006
Real Estate
South Jersey Prof. School of Business 2005 — 2005
Title Insurance
Suburban Technical School 1992 — 1992
Computerized Office Technology
Chase Bradshaw Chase Bradshaw's New York Life Insurance Company Experience March 2007 - March 2008
Job Water Filtration Manager at Chesapeake Energy Great Plains Oilfield
Industry Oil & Energy
Experience
Chesapeake Energy- Great Plains Oilfield August 2011 - Present
United States Army National Guard July 2008 - Present
Filtration Systems of Ms September 2006 - July 2011
New York Life Insurance Company March 2007 - March 2008
Skills
Chemical Engineering, Water Treatment, Financial Management, Financial Planning, Financial Analysis, Social Networking, Sports, Cooking
Education
Jones County Junior College 2003 — 2006
University of Southern Mississippi
Chesapeake Energy- Great Plains Oilfield August 2011 - Present
United States Army National Guard July 2008 - Present
Filtration Systems of Ms September 2006 - July 2011
New York Life Insurance Company March 2007 - March 2008
Skills
Chemical Engineering, Water Treatment, Financial Management, Financial Planning, Financial Analysis, Social Networking, Sports, Cooking
Education
Jones County Junior College 2003 — 2006
University of Southern Mississippi
Sharon Skibbee Sharon Skibbee's New York Life Insurance Company Experience May 1993 - April 1995
Job Experienced Payroll Professional,Senior Account Manager at BenefitMall ( CompuPay Payroll )
Industry Management Consulting
Experience
BenefitMall ( formerly CompuPay Payroll ) June 2003 - Present
Interpay Payroll April 1995 - April 2003
New York Life Insurance Company May 1993 - April 1995
Skills
Sales, Payroll, Solution Selling, Selling, Natural Networker, Public Speaking, Small Business, New Business Development, Speaking in front of..., Mid sized companies, Trade companies, Account Management, Sales Management, Marketing, Sales Process, Business Planning, Contract Negotiation, Employee Benefits, Customer Service, Training, Direct Sales, Employee Relations, Business Development, Lead Generation, Social Media Marketing, B2B, Sales Presentations, Salesforce.com, Networking, Customer Retention, Team Building, CRM, Cold Calling, Leadership, Management, Sales Operations, Strategic Partnerships, Start-ups, Strategic Planning, Insurance, Strategy, Online Marketing, Email Marketing, Negotiation, Accounting, Budgets, Coaching, Customer Satisfaction
Education
Kean University 1988 — 1992
Business
Hunterdon Central High School
BenefitMall ( formerly CompuPay Payroll ) June 2003 - Present
Interpay Payroll April 1995 - April 2003
New York Life Insurance Company May 1993 - April 1995
Skills
Sales, Payroll, Solution Selling, Selling, Natural Networker, Public Speaking, Small Business, New Business Development, Speaking in front of..., Mid sized companies, Trade companies, Account Management, Sales Management, Marketing, Sales Process, Business Planning, Contract Negotiation, Employee Benefits, Customer Service, Training, Direct Sales, Employee Relations, Business Development, Lead Generation, Social Media Marketing, B2B, Sales Presentations, Salesforce.com, Networking, Customer Retention, Team Building, CRM, Cold Calling, Leadership, Management, Sales Operations, Strategic Partnerships, Start-ups, Strategic Planning, Insurance, Strategy, Online Marketing, Email Marketing, Negotiation, Accounting, Budgets, Coaching, Customer Satisfaction
Education
Kean University 1988 — 1992
Business
Hunterdon Central High School
Ed Miner Ed Miner's New York Life Insurance Company Experience 2011 - Present
Job Seeking new opportunities
Industry Financial Services
Experience
New York Life Insurance Company 2011 - Present
Reconciling Ministries Network 2009 - 2013
Independent Consultant 2007 - 2009
St Dominic School/Trinity High School 2002 - 2007
Administrative Management Group 2000 - 2002
Kemper Funds 1986 - 2000
Skills
Annuities, Retirement Planning, Investments, Series 7, Wealth Management, Insurance, Fixed Annuities, Life Insurance, 401k, Securities
Education
Michigan State University 1976 — 1980
Master of Science, Plant Physiology
Kalamazoo College 1972 — 1976
Bachelors of Arts, Biology
New York Life Insurance Company 2011 - Present
Reconciling Ministries Network 2009 - 2013
Independent Consultant 2007 - 2009
St Dominic School/Trinity High School 2002 - 2007
Administrative Management Group 2000 - 2002
Kemper Funds 1986 - 2000
Skills
Annuities, Retirement Planning, Investments, Series 7, Wealth Management, Insurance, Fixed Annuities, Life Insurance, 401k, Securities
Education
Michigan State University 1976 — 1980
Master of Science, Plant Physiology
Kalamazoo College 1972 — 1976
Bachelors of Arts, Biology
Jared Bush Jared Bush's New York Life Insurance Company Experience September 2010 - September 2011
Job Logistics Coordinator at Burkhalter Rigging Inc.
Industry Construction
Experience
Burkhalter Rigging Inc. June 2013 - Present
Howard Technology Solutions September 2011 - April 2012
New York Life Insurance Company September 2010 - September 2011
Country Club of Jackson January 2008 - January 2009
Skills
Customer Service, Direct Sales
Education
Mississippi State University - College of Business and Industry 2006 — 2010
Bachelors, Business Administration in Marketing
Jones County Junior College 2004 — 2006
Associates, Business Administration
Burkhalter Rigging Inc. June 2013 - Present
Howard Technology Solutions September 2011 - April 2012
New York Life Insurance Company September 2010 - September 2011
Country Club of Jackson January 2008 - January 2009
Skills
Customer Service, Direct Sales
Education
Mississippi State University - College of Business and Industry 2006 — 2010
Bachelors, Business Administration in Marketing
Jones County Junior College 2004 — 2006
Associates, Business Administration
Karina Ridgeway Karina Ridgeway's New York Life Insurance Company Experience January 2014 - April 2015
Job Dedicated New York Life Agent helping to protect families in the South Shore and Greater Boston area.
Industry Insurance
Experience
New York Life Insurance Company January 2014 - April 2015
Burlington Coat Factory July 2013 - January 2014
Purveyor of Geekery October 2012 - December 2013
US Army Sergeant November 2010 - July 2012
The May Institute March 2008 - July 2010
Skills
Customer Relations, Problem Solving, Life Insurance, Retirement Planning, Succession Planning, Buy-sell Agreements, Networking, Customer Service, Marketing, Time Management, Sales, Public Speaking, Microsoft Office, Analysis
Education
City University of Seattle 2010 — 2012
Master of Business Administration (MBA), Marketing and Sustainability
Juniata College 2001 — 2005
Bachelors, Anthropology, Sociology, Botany
Taunton High School 1997 — 2000
New York Life Insurance Company January 2014 - April 2015
Burlington Coat Factory July 2013 - January 2014
Purveyor of Geekery October 2012 - December 2013
US Army Sergeant November 2010 - July 2012
The May Institute March 2008 - July 2010
Skills
Customer Relations, Problem Solving, Life Insurance, Retirement Planning, Succession Planning, Buy-sell Agreements, Networking, Customer Service, Marketing, Time Management, Sales, Public Speaking, Microsoft Office, Analysis
Education
City University of Seattle 2010 — 2012
Master of Business Administration (MBA), Marketing and Sustainability
Juniata College 2001 — 2005
Bachelors, Anthropology, Sociology, Botany
Taunton High School 1997 — 2000
Ambareen Ahmed Ambareen Ahmed's New York Life Insurance Company Experience June 2007 - July 2007
Job Project Coordinator at The Henry M. Jackson Foundation for the Advancement of Military Medicine
Industry Research
Experience
Defense and Veterans Center for Integrative Pain Management-HJF June 2011 - June 2015
Advanced Language Systems International July 2008 - November 2012
MedStar Health September 2010 - June 2011
The George Washington University Hospital January 2010 - May 2010
The George Washington University - Columbian College of Arts & Sciences September 2009 - May 2010
Children's National Medical Center May 2008 - August 2008
New York Life Insurance Company June 2007 - July 2007
National Institutes of Health June 2005 - May 2006
Skills
Clinical Research, PCR, Molecular Biology, Statistics, Cell Biology, Laboratory, Biochemistry, Clinical Trials, IRB, Informed Consent, Microsoft Excel, Managing Database, Public Health, Multi Tasking, Dependable Team Player, R, Gel Electrophoresis, Data Analysis, Life Sciences, Microsoft Office, Research
Education
Kansas City University of Medicine and Biosciences 2015 — 2019
Doctor of Medicine (M.D.)
The Johns Hopkins University 2013 — 2014
Master's Degree
The George Washington University 2008 — 2010
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Defense and Veterans Center for Integrative Pain Management-HJF June 2011 - June 2015
Advanced Language Systems International July 2008 - November 2012
MedStar Health September 2010 - June 2011
The George Washington University Hospital January 2010 - May 2010
The George Washington University - Columbian College of Arts & Sciences September 2009 - May 2010
Children's National Medical Center May 2008 - August 2008
New York Life Insurance Company June 2007 - July 2007
National Institutes of Health June 2005 - May 2006
Skills
Clinical Research, PCR, Molecular Biology, Statistics, Cell Biology, Laboratory, Biochemistry, Clinical Trials, IRB, Informed Consent, Microsoft Excel, Managing Database, Public Health, Multi Tasking, Dependable Team Player, R, Gel Electrophoresis, Data Analysis, Life Sciences, Microsoft Office, Research
Education
Kansas City University of Medicine and Biosciences 2015 — 2019
Doctor of Medicine (M.D.)
The Johns Hopkins University 2013 — 2014
Master's Degree
The George Washington University 2008 — 2010
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Laura Prive Laura Prive's New York Life Insurance Company Experience February 2012 - July 2012
Job Insurance Agent at Aflac
Industry Insurance
Experience
Aflac April 2013 - Present
New York Life Insurance Company February 2012 - July 2012
Ethan Allen Operations October 2009 - February 2012
U.S. Census Bureau -- Census Coverage Management April 2009 - June 2009
Skills
Insurance, Term Life Insurance, Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Universal Life, Estate Planning, Disability Insurance, Sales, Employee Benefits, Financial Planning, Small Business, Team Building, Fixed Annuities, Customer Service, Marketing, 401k, Umbrella Insurance
Education
Kaplan University-Davenport Campus 2015 — 2015
Legal Secretary Certificate, Legal Assistant/Paralegal, 3.40
Kaplan University 2003 — 2009
Masters, Criminal Justice, 3.64
Beekmantown Central School 1978 — 1982
High School Diploma, Business
Aflac April 2013 - Present
New York Life Insurance Company February 2012 - July 2012
Ethan Allen Operations October 2009 - February 2012
U.S. Census Bureau -- Census Coverage Management April 2009 - June 2009
Skills
Insurance, Term Life Insurance, Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Universal Life, Estate Planning, Disability Insurance, Sales, Employee Benefits, Financial Planning, Small Business, Team Building, Fixed Annuities, Customer Service, Marketing, 401k, Umbrella Insurance
Education
Kaplan University-Davenport Campus 2015 — 2015
Legal Secretary Certificate, Legal Assistant/Paralegal, 3.40
Kaplan University 2003 — 2009
Masters, Criminal Justice, 3.64
Beekmantown Central School 1978 — 1982
High School Diploma, Business
Christopher Newbern Christopher Newbern's New York Life Insurance Company Experience May 2013 - Present
Job Licensed Financial Services Professional at New York Life helping families achieve financial independence.
Industry Financial Services
Experience
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company May 2013 - Present
Skills
Life Insurance, Fixed Annuities, Long Term Care Insurance, Finance, Retirement Planning, Financial Services, Personal Finance, Annuity Sales, Lifetime Income..., Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance, Asset Protection, Risk Management, Investments, 401k Rollovers, IRA Rollovers, Account Management, Education Funding..., Business Insurance..., Buy-sell Agreements, Small Business, Business Exit Strategy, Supplements to Employee..., Key Person Insurance, Business Succession..., Gifting Strategies, Charitable Giving, Creative Problem Solving, Direct Sales, Estate Planning, Wealth Preservation..., Wealth Transfer..., Legacies, Licensed in Long Term..., Whole Life, IRAs, Insurance, Wealth, Succession Planning, Charities, Retirement, Leadership, Customer Service, Team Building, Public Speaking, Microsoft Office, Sales, Securities
Education
Kaplan University
Securities Licensing
The American College
Life Insurance
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company May 2013 - Present
Skills
Life Insurance, Fixed Annuities, Long Term Care Insurance, Finance, Retirement Planning, Financial Services, Personal Finance, Annuity Sales, Lifetime Income..., Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance, Asset Protection, Risk Management, Investments, 401k Rollovers, IRA Rollovers, Account Management, Education Funding..., Business Insurance..., Buy-sell Agreements, Small Business, Business Exit Strategy, Supplements to Employee..., Key Person Insurance, Business Succession..., Gifting Strategies, Charitable Giving, Creative Problem Solving, Direct Sales, Estate Planning, Wealth Preservation..., Wealth Transfer..., Legacies, Licensed in Long Term..., Whole Life, IRAs, Insurance, Wealth, Succession Planning, Charities, Retirement, Leadership, Customer Service, Team Building, Public Speaking, Microsoft Office, Sales, Securities
Education
Kaplan University
Securities Licensing
The American College
Life Insurance
Joseph C Barone Joseph C Barone's New York Life Insurance Company Experience December 2000 - February 2006
Job Owner Chief Technology Officer at PctronicsSolutions, LLC
Industry Information Technology and Services
Experience
Pctronics-Solutions, LLC December 2012 - Present
Hartford Financial Services Group October 2006 - November 2012
Travelers February 2006 - October 2006
New York Life Insurance Company December 2000 - February 2006
Skills
Vendor Management, ITIL, Program Management, Resource Management, Process Improvement, Disaster Recovery, Cloud Computing, Business Intelligence, Databases, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Incident Management, Project Management, SDLC, Software Documentation, SharePoint, Troubleshooting, IT Operations, Data Center, Integration, Requirements Gathering, Requirements Analysis, Budgets, Service Management, Project Delivery, Information Technology, IT Outsourcing, Business Continuity, Management, Testing, Infrastructure, Data Warehousing, Sla, Visio, Outsourcing, PMO, Governance, Change Management, Software Development, Team Leadership, Security, System Deployment, CRM, Solution Architecture, Business Analysis, Citrix, High Availability, VMware
Education
Katherine Gibbs School 2000 — 2002
Master of Computer Applications (MCA), Information Science/Studies
College of Staten Island 1996 — 1998
Associate's degree, Computer and Information Sciences and Support Services
Pctronics-Solutions, LLC December 2012 - Present
Hartford Financial Services Group October 2006 - November 2012
Travelers February 2006 - October 2006
New York Life Insurance Company December 2000 - February 2006
Skills
Vendor Management, ITIL, Program Management, Resource Management, Process Improvement, Disaster Recovery, Cloud Computing, Business Intelligence, Databases, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Incident Management, Project Management, SDLC, Software Documentation, SharePoint, Troubleshooting, IT Operations, Data Center, Integration, Requirements Gathering, Requirements Analysis, Budgets, Service Management, Project Delivery, Information Technology, IT Outsourcing, Business Continuity, Management, Testing, Infrastructure, Data Warehousing, Sla, Visio, Outsourcing, PMO, Governance, Change Management, Software Development, Team Leadership, Security, System Deployment, CRM, Solution Architecture, Business Analysis, Citrix, High Availability, VMware
Education
Katherine Gibbs School 2000 — 2002
Master of Computer Applications (MCA), Information Science/Studies
College of Staten Island 1996 — 1998
Associate's degree, Computer and Information Sciences and Support Services
Lisa Hicks Lisa Hicks's New York Life Insurance Company Experience June 2011 - Present
Job New York Life Agent
Industry Insurance
Experience
New York Life Insurance Company June 2011 - Present
Skills
Financial Planning, Education, Insurance Planning, Customer Relations, Insurance, Budgeting, Business Planning, Retirement Planning, Strategic Financial..., Financial Planners, Customer Service, Budgets, Coaching, Fixed Annuities, Disability Insurance, Public Speaking, Leadership, Sales, Life Insurance, Account Management, Small Business, Strategic Planning, Marketing, Sales Management, Team Building, Long-term Care
Education
Kaplan University 2010 — 2011
Masters, Psychology-ABA
Western Michigan University 1992 — 1995
Bachelors, Music Education
New York Life Insurance Company June 2011 - Present
Skills
Financial Planning, Education, Insurance Planning, Customer Relations, Insurance, Budgeting, Business Planning, Retirement Planning, Strategic Financial..., Financial Planners, Customer Service, Budgets, Coaching, Fixed Annuities, Disability Insurance, Public Speaking, Leadership, Sales, Life Insurance, Account Management, Small Business, Strategic Planning, Marketing, Sales Management, Team Building, Long-term Care
Education
Kaplan University 2010 — 2011
Masters, Psychology-ABA
Western Michigan University 1992 — 1995
Bachelors, Music Education
Adam Wade's New York Life Insurance Company Experience June 2003 - September 2004
Job Director of Finance at Keyser Insurance Group
Industry Banking
Experience
Keyser Insurance Group March 2013 - Present
First National Bank of Michigan August 2006 - March 2013
Fifth Third Bank 2004 - 2006
New York Life Insurance Company June 2003 - September 2004
Independent Bank June 1999 - June 2003
Skills
Corporate Finance, Financial Analysis, Financial Management, Banking, Commercial Banking, Risk Management, Loans, Managerial Finance, Credit, Analysis, Portfolio Management, Commercial Lending, Management, Finance, Accounting, Credit Risk, Credit Analysis, Cash Flow, Leadership, Small Business Lending, Real Estate, Treasury Management, Cash Management, Financial Services
Education
Leslie High School
Kalamazoo College 1999 — 2003
Bachelors, Economics & Finance
Leadership Kalamazoo 2009 — 2010
Graduate
Keyser Insurance Group March 2013 - Present
First National Bank of Michigan August 2006 - March 2013
Fifth Third Bank 2004 - 2006
New York Life Insurance Company June 2003 - September 2004
Independent Bank June 1999 - June 2003
Skills
Corporate Finance, Financial Analysis, Financial Management, Banking, Commercial Banking, Risk Management, Loans, Managerial Finance, Credit, Analysis, Portfolio Management, Commercial Lending, Management, Finance, Accounting, Credit Risk, Credit Analysis, Cash Flow, Leadership, Small Business Lending, Real Estate, Treasury Management, Cash Management, Financial Services
Education
Leslie High School
Kalamazoo College 1999 — 2003
Bachelors, Economics & Finance
Leadership Kalamazoo 2009 — 2010
Graduate
Abby Meehan's New York Life Insurance Company Experience November 2011 - May 2012
Job Health Systems Marketing Coordinator at Teva
Industry Marketing and Advertising
Experience
Teva Pharmaceuticals August 2015 - Present
Henry Schein April 2013 - August 2015
Gap Inc./Banana Republic September 2010 - May 2013
Kforce Inc. May 2012 - February 2013
New York Life Insurance Company November 2011 - May 2012
The Woody Financial Group, Inc. March 2011 - November 2011
Aramark July 2010 - March 2011
Kieu's Inc. August 2008 - August 2010
NORTH STAR RESTAURANTS August 2005 - August 2008
Skills
Customer Service, Microsoft Office, Sales, Management, Marketing, Microsoft Excel, Training, Time Management, Social Media, PowerPoint, Leadership
Education
Kansas State University 2006 — 2010
Bachelors of Science, Business Administration; Marketing and Leadership Studies
Teva Pharmaceuticals August 2015 - Present
Henry Schein April 2013 - August 2015
Gap Inc./Banana Republic September 2010 - May 2013
Kforce Inc. May 2012 - February 2013
New York Life Insurance Company November 2011 - May 2012
The Woody Financial Group, Inc. March 2011 - November 2011
Aramark July 2010 - March 2011
Kieu's Inc. August 2008 - August 2010
NORTH STAR RESTAURANTS August 2005 - August 2008
Skills
Customer Service, Microsoft Office, Sales, Management, Marketing, Microsoft Excel, Training, Time Management, Social Media, PowerPoint, Leadership
Education
Kansas State University 2006 — 2010
Bachelors of Science, Business Administration; Marketing and Leadership Studies
Paul Kottler, AIC's New York Life Insurance Company Experience 1991 - 1992
Job President at Norcross A McLarens Global Claims Services Company
Industry Insurance
Experience
Norcross October 2014 - Present
McLarens August 2014 - Present
Engle Martin & Associates February 2012 - August 2014
IAS Services Group, LLC January 2010 - June 2011
Crawford and Company 2004 - 2010
GAB Robins 1992 - 2004
New York Life Insurance Company 1991 - 1992
Skills
Risk Management, Claim, Insurance, Property & Casualty..., Management, Account Management, Claims Management, General Insurance, Strategic Planning, Analysis, Team Building, Underwriting, Marketing Strategy, Liability, Litigation Management, Negotiation, Commercial Insurance, Legal Liability, Workers Compensation, Litigation, Contract Negotiation, New Business Development, Subrogation, Professional Liability, Casualty, Liability Analysis, Commercial Lines, Property Damage, Reinsurance, Claim Investigation, Inland Marine, Property Claims, Excess, Captives, D&O, Brokers, Employment Practices..., Claims Handling, Health Insurance, Claims Resolution, Accident, Adjustments, CPCU, Insurance Brokerage, Financial Risk, Umbrella Insurance, Disability Insurance, Insurance Law, Product Liability, Life Insurance
Education
Kansas State University 1987 — 1991
Bachelor of Business Administration (B.B.A.)
Norcross October 2014 - Present
McLarens August 2014 - Present
Engle Martin & Associates February 2012 - August 2014
IAS Services Group, LLC January 2010 - June 2011
Crawford and Company 2004 - 2010
GAB Robins 1992 - 2004
New York Life Insurance Company 1991 - 1992
Skills
Risk Management, Claim, Insurance, Property & Casualty..., Management, Account Management, Claims Management, General Insurance, Strategic Planning, Analysis, Team Building, Underwriting, Marketing Strategy, Liability, Litigation Management, Negotiation, Commercial Insurance, Legal Liability, Workers Compensation, Litigation, Contract Negotiation, New Business Development, Subrogation, Professional Liability, Casualty, Liability Analysis, Commercial Lines, Property Damage, Reinsurance, Claim Investigation, Inland Marine, Property Claims, Excess, Captives, D&O, Brokers, Employment Practices..., Claims Handling, Health Insurance, Claims Resolution, Accident, Adjustments, CPCU, Insurance Brokerage, Financial Risk, Umbrella Insurance, Disability Insurance, Insurance Law, Product Liability, Life Insurance
Education
Kansas State University 1987 — 1991
Bachelor of Business Administration (B.B.A.)
Gerald (Jerry) Yeo LUTCF Gerald (Jerry) Yeo LUTCF's New York Life Insurance Company Experience October 2007 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2007 - Present
VanBelkum Voice and Data Services 2000 - 2007
Dictaphone Corporation June 1966 - April 1995
Prudential Financial 1969 - 1974
Skills
401k Rollovers, Annuity Sales, Asset Protection, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed In Long Term..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Weath Preservation..., Investments
Education
NYLIC University
The American College 2009 — 2011
LUTCF, Financial Services
Kellogg Community College 1964 — 1966
Electronic Tecnhology
Battle Creek Central High School 1961 — 1964
10-12
New York Life Insurance Company October 2007 - Present
VanBelkum Voice and Data Services 2000 - 2007
Dictaphone Corporation June 1966 - April 1995
Prudential Financial 1969 - 1974
Skills
401k Rollovers, Annuity Sales, Asset Protection, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed In Long Term..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Weath Preservation..., Investments
Education
NYLIC University
The American College 2009 — 2011
LUTCF, Financial Services
Kellogg Community College 1964 — 1966
Electronic Tecnhology
Battle Creek Central High School 1961 — 1964
10-12
Herb McKane Herb McKane's New York Life Insurance Company Experience February 2015 - Present
Job Agent; New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
HealthMarkets October 2014 - March 2015
Dollar General March 2011 - October 2014
H.McKane Rentals LLC September 2009 - December 2010
Avis Budget Group 2009 - 2010
Avis Budget Group 2009 - 2010
USIS March 2008 - February 2009
Driveline Retail Services/DBA Thefloorteam.com September 2005 - February 2008
JCPenney Company, Inc November 1995 - May 2005
JCPenney Company, Inc April 1974 - May 2005
Skills
Training, Leadership, Inventory Management, Retail, Merchandising, Sales Operations, Inventory Control, Sales, Customer Service, Time Management, Human Resources, Payroll, Coaching, Program Management, Process Scheduler, Microsoft Excel, Purchasing, Interviews, Profit, Microsoft Word, Shrinkage, Store Management, Forecasting, Loss Prevention, Team Building, Supervisory Skills, Management, Team Leadership, Hiring, Operations Management, Visual Merchandising, Performance Management, Marketing, Insurance, Life Insurance, Small Business
Education
University of Illinois Springfield 1976 — 1986
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Kaskaskia College 1974 — 1976
Associate of Arts and Sciences (A.A.S.), Data Processing
New York Life Insurance Company February 2015 - Present
HealthMarkets October 2014 - March 2015
Dollar General March 2011 - October 2014
H.McKane Rentals LLC September 2009 - December 2010
Avis Budget Group 2009 - 2010
Avis Budget Group 2009 - 2010
USIS March 2008 - February 2009
Driveline Retail Services/DBA Thefloorteam.com September 2005 - February 2008
JCPenney Company, Inc November 1995 - May 2005
JCPenney Company, Inc April 1974 - May 2005
Skills
Training, Leadership, Inventory Management, Retail, Merchandising, Sales Operations, Inventory Control, Sales, Customer Service, Time Management, Human Resources, Payroll, Coaching, Program Management, Process Scheduler, Microsoft Excel, Purchasing, Interviews, Profit, Microsoft Word, Shrinkage, Store Management, Forecasting, Loss Prevention, Team Building, Supervisory Skills, Management, Team Leadership, Hiring, Operations Management, Visual Merchandising, Performance Management, Marketing, Insurance, Life Insurance, Small Business
Education
University of Illinois Springfield 1976 — 1986
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Kaskaskia College 1974 — 1976
Associate of Arts and Sciences (A.A.S.), Data Processing
Michael Dalla Valle Michael Dalla Valle's New York Life Insurance Company Experience October 2001 - March 2009
Job Security Readiness Reviewer at Celerity
Industry Information Technology and Services
Experience
Celerity July 2015 - Present
Tapestry Solutions, Inc. May 2015 - Present
AEgis Technology March 2014 - Present
Kaplan University September 2014 - November 2014
General Dynamics Information Technology February 2013 - February 2014
Bowhead Science & Technology May 2011 - February 2013
CTCA.info April 2010 - April 2011
General Dynamics Information Technology March 2009 - March 2010
New York Life Insurance Company October 2001 - March 2009
US Army August 1980 - May 2001
Skills
Training, Program Management, Troubleshooting, Security Clearance, Military, DoD, Information Assurance, Systems Engineering, Command, Process Improvement, Customer Service, Leadership, Military Operations, Security, Microsoft Office, Management
Education
Kaplan University 2009 — 2014
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
Northwestern State University 1991 — 1993
Associate's degree, General Studies
Celerity July 2015 - Present
Tapestry Solutions, Inc. May 2015 - Present
AEgis Technology March 2014 - Present
Kaplan University September 2014 - November 2014
General Dynamics Information Technology February 2013 - February 2014
Bowhead Science & Technology May 2011 - February 2013
CTCA.info April 2010 - April 2011
General Dynamics Information Technology March 2009 - March 2010
New York Life Insurance Company October 2001 - March 2009
US Army August 1980 - May 2001
Skills
Training, Program Management, Troubleshooting, Security Clearance, Military, DoD, Information Assurance, Systems Engineering, Command, Process Improvement, Customer Service, Leadership, Military Operations, Security, Microsoft Office, Management
Education
Kaplan University 2009 — 2014
Bachelor's Degree, Business Administration and Management, General, Summa Cum Laude
Northwestern State University 1991 — 1993
Associate's degree, General Studies
Gloria Horton Gloria Horton's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Insurance & Financial Professional
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Insurance Broker August 2013 - March 2015
Corinthian Colleges 2012 - 2013
AT&T 2009 - 2010
MCI Worldcom May 1999 - December 2001
Independent Mortgage November 1998 - January 2000
John Hancock Financial Services October 1990 - February 1998
Skills
Enrollment Management, Admissions, Public Speaking, Seminar Presentations, Financial Planning, Long Term Care Insurance, Life Insurance, Fixed Annuities, Life Coaching, Motivational Speaking, Zeta Phi Beta Sorority,..., Account Management, New Business Development, Direct Sales, Strategic Planning, Customer Service
Education
Jones International University 2012 — 2015
Master's degree, Business and Health Management
New York Life Insurance Company March 2015 - Present
Insurance Broker August 2013 - March 2015
Corinthian Colleges 2012 - 2013
AT&T 2009 - 2010
MCI Worldcom May 1999 - December 2001
Independent Mortgage November 1998 - January 2000
John Hancock Financial Services October 1990 - February 1998
Skills
Enrollment Management, Admissions, Public Speaking, Seminar Presentations, Financial Planning, Long Term Care Insurance, Life Insurance, Fixed Annuities, Life Coaching, Motivational Speaking, Zeta Phi Beta Sorority,..., Account Management, New Business Development, Direct Sales, Strategic Planning, Customer Service
Education
Jones International University 2012 — 2015
Master's degree, Business and Health Management
Christine Isales Christine Isales's New York Life Insurance Company Experience January 2012 - Present
Job Vice President & Owner at WCVP INC.
Industry Hospitality
Experience
WCVP INC. May 2012 - Present
New York Life Insurance Company January 2012 - Present
PNC Bank June 2010 - October 2011
Education
Keiser University-Ft Lauderdale 2013 — 2016
Bachelor of Arts Business Administration (BBA), Business Administration and Management, General
WCVP INC. May 2012 - Present
New York Life Insurance Company January 2012 - Present
PNC Bank June 2010 - October 2011
Education
Keiser University-Ft Lauderdale 2013 — 2016
Bachelor of Arts Business Administration (BBA), Business Administration and Management, General
Daniel Stagnaro-Green Daniel Stagnaro-Green's New York Life Insurance Company Experience July 2008 - August 2010
Job MidMarket Account Executive at Cision
Industry Marketing and Advertising
Experience
Cision January 2013 - Present
Vocus June 2011 - January 2013
U.S. Census Bureau -- Census Coverage Management August 2010 - December 2010
New York Life Insurance Company July 2008 - August 2010
Skills
Salesforce.com, Lead Generation, Account Management, Cold Calling, B2B, Social Media Marketing, Sales Process, SaaS, Solution Selling, Social Networking, SEO, Sales, Email Marketing, Marketing, Sales Management, Online Marketing, Public Relations, CRM, Sales Presentations, Digital Marketing, Marketing Strategy, Press Releases, Integrated Marketing, Market Planning, Sales Operations, Online Advertising, Leadership, Recruiting, Strategic Partnerships, Customer Retention, Direct Sales, Direct Marketing, Marketing Communications, Selling, Facebook, Advertising, B2B Marketing, Analytics, Customer Acquisition, New Business Development, Product Marketing, SEM, Business Development, Social Media
Education
Juniata College 2003 — 2008
Bachelor of Science (BS), Psychology, Sociology
Cision January 2013 - Present
Vocus June 2011 - January 2013
U.S. Census Bureau -- Census Coverage Management August 2010 - December 2010
New York Life Insurance Company July 2008 - August 2010
Skills
Salesforce.com, Lead Generation, Account Management, Cold Calling, B2B, Social Media Marketing, Sales Process, SaaS, Solution Selling, Social Networking, SEO, Sales, Email Marketing, Marketing, Sales Management, Online Marketing, Public Relations, CRM, Sales Presentations, Digital Marketing, Marketing Strategy, Press Releases, Integrated Marketing, Market Planning, Sales Operations, Online Advertising, Leadership, Recruiting, Strategic Partnerships, Customer Retention, Direct Sales, Direct Marketing, Marketing Communications, Selling, Facebook, Advertising, B2B Marketing, Analytics, Customer Acquisition, New Business Development, Product Marketing, SEM, Business Development, Social Media
Education
Juniata College 2003 — 2008
Bachelor of Science (BS), Psychology, Sociology
Shirley Hoogenraad's New York Life Insurance Company Experience January 2013 - Present
Job Registered Representative at New York Life
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
Skills
401(k) Rollovers, Annuity Sales, CLU, CRPC, CRPS, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Genrational..., Multi-Tasking Skills, Thought Leadership, TIme Management, Protection Planning/..., Wealth Preservation...
Education
Kansas State University
Business Administration, Management and Operations
New York Life Insurance Company January 2013 - Present
Skills
401(k) Rollovers, Annuity Sales, CLU, CRPC, CRPS, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Genrational..., Multi-Tasking Skills, Thought Leadership, TIme Management, Protection Planning/..., Wealth Preservation...
Education
Kansas State University
Business Administration, Management and Operations
Dan DJ Ivens Jr's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping individuals, families, and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Prudential Financial December 2014 - May 2015
Dimplex Thermal Solutions January 2013 - June 2014
PNC Bank May 2011 - November 2012
Menards November 2004 - May 2011
Skills
Sales, Loans, Finance, Customer Service, Consumer Lending, Banking, Life Insurance, 401k Rollovers, Retirement Planning, Long Term Care Insurance, Small Business, Fixed Annuities
Education
Western Michigan University - Haworth College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Kalamazoo Valley Community College 2003 — 2006
Associate of Arts (AA), Business Administration
Mattawan High School 2000 — 2003
New York Life Insurance Company June 2015 - Present
Prudential Financial December 2014 - May 2015
Dimplex Thermal Solutions January 2013 - June 2014
PNC Bank May 2011 - November 2012
Menards November 2004 - May 2011
Skills
Sales, Loans, Finance, Customer Service, Consumer Lending, Banking, Life Insurance, 401k Rollovers, Retirement Planning, Long Term Care Insurance, Small Business, Fixed Annuities
Education
Western Michigan University - Haworth College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Kalamazoo Valley Community College 2003 — 2006
Associate of Arts (AA), Business Administration
Mattawan High School 2000 — 2003
Keturah Harris Keturah Harris's New York Life Insurance Company Experience May 2013 - Present
Job Assistant Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2013 - Present
MetLife July 2012 - Present
Precise Contracting 2003 - 2012
Skills
Data Entry, Access, Administrative..., Office Management, Adobe Acrobat, Microsoft Word, Records Management, Microsoft Excel, Outlook, PowerPoint, Windows, Windows 7, Macintosh Applications, Aprimo, Lotus, Corporate Finance, Salesforce.com, Agency Portal
Education
Keiser University-Ft Lauderdale 2012 — 2013
Occupational Therapy Assistant
New York Life Insurance Company May 2013 - Present
MetLife July 2012 - Present
Precise Contracting 2003 - 2012
Skills
Data Entry, Access, Administrative..., Office Management, Adobe Acrobat, Microsoft Word, Records Management, Microsoft Excel, Outlook, PowerPoint, Windows, Windows 7, Macintosh Applications, Aprimo, Lotus, Corporate Finance, Salesforce.com, Agency Portal
Education
Keiser University-Ft Lauderdale 2012 — 2013
Occupational Therapy Assistant
Robert Batey Robert Batey's New York Life Insurance Company Experience January 2006 - March 2007
Job Independent Insurance Agent
Industry Insurance
Experience
Robert Batey Insurance Services January 2012 - Present
Robert Batey Insurance Services January 2012 - Present
Harbinger Finacial Group, Inc. April 2008 - October 2011
New York Life Insurance Company January 2006 - March 2007
Skills
Health Insurance, Disability Insurance, Analysis, Term Life Insurance, Public Speaking, Retirement Planning, Budgets, Healthcare, Fixed Annuities, Medicare, Team Building, Financial Advisory, Retirement, Life Insurance, Employee Benefits, Whole Life, Investments, Customer Service, Long-term Care, Insurance, 401k, Estate Planning, Financial Services, IRAs, Mutual Funds, Securities, Strategic Financial..., Wealth, 401k Rollovers, Training, Wealth Management, Strategic Planning, Small Business, Portfolio Management
Education
Kalamazoo Valley Community College 2003 — 2005
Associates, Business-Accounting
KVCC 1993 — 1995
Associates, Business-Accounting
Galesburg-Augusta
Robert Batey Insurance Services January 2012 - Present
Robert Batey Insurance Services January 2012 - Present
Harbinger Finacial Group, Inc. April 2008 - October 2011
New York Life Insurance Company January 2006 - March 2007
Skills
Health Insurance, Disability Insurance, Analysis, Term Life Insurance, Public Speaking, Retirement Planning, Budgets, Healthcare, Fixed Annuities, Medicare, Team Building, Financial Advisory, Retirement, Life Insurance, Employee Benefits, Whole Life, Investments, Customer Service, Long-term Care, Insurance, 401k, Estate Planning, Financial Services, IRAs, Mutual Funds, Securities, Strategic Financial..., Wealth, 401k Rollovers, Training, Wealth Management, Strategic Planning, Small Business, Portfolio Management
Education
Kalamazoo Valley Community College 2003 — 2005
Associates, Business-Accounting
KVCC 1993 — 1995
Associates, Business-Accounting
Galesburg-Augusta
Jamal Nasser Jamal Nasser's New York Life Insurance Company Experience November 2007 - March 2008
Job Vice President Agent Marketing Services Parasol Financial & Insurance Solutions
Industry Financial Services
Experience
ParasolLeads January 2009 - Present
Union Central Life Insurance Company April 2008 - January 2009
New York Life Insurance Company November 2007 - March 2008
UGA at Phil Quinn Division - Health Markets January 2002 - September 2007
Riyadh Exhibitions Company September 1992 - June 2001
Skills
Real Estate, Health Insurance, Insurance, Life Insurance, Strategic Financial..., Term Life Insurance, Marketing, Underwriting, Lead Generation, Small Business, New Business Development, Sales, Selling, Financial Services, Medicare, Customer Satisfaction, Customer Service, Financial Planning, Team Building, Finance, Strategic Planning, Leadership, General Insurance, Fixed Annuities, Sales Management, Disability Insurance, Property & Casualty..., Commercial Insurance, Business Development
Education
Karachi University 1976 — 1980
Bachelor, Commerce
ParasolLeads January 2009 - Present
Union Central Life Insurance Company April 2008 - January 2009
New York Life Insurance Company November 2007 - March 2008
UGA at Phil Quinn Division - Health Markets January 2002 - September 2007
Riyadh Exhibitions Company September 1992 - June 2001
Skills
Real Estate, Health Insurance, Insurance, Life Insurance, Strategic Financial..., Term Life Insurance, Marketing, Underwriting, Lead Generation, Small Business, New Business Development, Sales, Selling, Financial Services, Medicare, Customer Satisfaction, Customer Service, Financial Planning, Team Building, Finance, Strategic Planning, Leadership, General Insurance, Fixed Annuities, Sales Management, Disability Insurance, Property & Casualty..., Commercial Insurance, Business Development
Education
Karachi University 1976 — 1980
Bachelor, Commerce
Doug Black Doug Black's New York Life Insurance Company Experience 1983 - 1988
Job Director of Operations/Station Manager at Mendham TV
Industry Broadcast Media
Experience
Mendham TV April 2010 - Present
Freelance September 1983 - Present
Kean University February 2006 - March 2009
Communities On Cable, TV -36 January 2004 - January 2008
Westfield Community Television 2000 - 2006
WNBC January 2003 - December 2005
CNN January 2001 - December 2003
News 12 New Jersey 1999 - 2001
TKR Cable Company 1995 - 1997
New York Life Insurance Company 1983 - 1988
Skills
Lighting, EFP, Television, Final Cut Pro, Videography, Production Managment, Video Production, Video Editing, Producing, Camera, Broadcast Journalism, Storytelling, Sound, Editing, Voice Over, Non-linear Editing, Documentaries, Photography, Web Video, Media Production, Post Production, News Writing, Camera Operating, Broadcast, Video, Broadcast Television, Entertainment, Film, Camera Operation, Production Management, Radio, Digital Media
Education
New York Institute of Technology 1993 — 1996
MA, Media Arts
Kean University
Speech, Theater, Media
New Jersey City University
Bachelor of Arts (B.A.), Media Arts
Union County College
Associate of Arts (AA), Mass Communication/Media Studies
Mendham TV April 2010 - Present
Freelance September 1983 - Present
Kean University February 2006 - March 2009
Communities On Cable, TV -36 January 2004 - January 2008
Westfield Community Television 2000 - 2006
WNBC January 2003 - December 2005
CNN January 2001 - December 2003
News 12 New Jersey 1999 - 2001
TKR Cable Company 1995 - 1997
New York Life Insurance Company 1983 - 1988
Skills
Lighting, EFP, Television, Final Cut Pro, Videography, Production Managment, Video Production, Video Editing, Producing, Camera, Broadcast Journalism, Storytelling, Sound, Editing, Voice Over, Non-linear Editing, Documentaries, Photography, Web Video, Media Production, Post Production, News Writing, Camera Operating, Broadcast, Video, Broadcast Television, Entertainment, Film, Camera Operation, Production Management, Radio, Digital Media
Education
New York Institute of Technology 1993 — 1996
MA, Media Arts
Kean University
Speech, Theater, Media
New Jersey City University
Bachelor of Arts (B.A.), Media Arts
Union County College
Associate of Arts (AA), Mass Communication/Media Studies
John Keith King's New York Life Insurance Company Experience April 2008 - June 2009
Job
Industry Telecommunications
Experience
Sprint July 2013 - November 2014
Northrop Grumman Corporation June 2010 - April 2014
New York Life Insurance Company April 2008 - June 2009
brokersXpress LLC May 2005 - April 2008
Berthel Fisher & Company Financial Services, Inc. January 2003 - May 2005
Edward Jones July 2001 - October 2002
Alcatel-Lucent July 2000 - February 2001
Sprint PCS September 1998 - July 2000
Maritz February 1998 - September 1998
TAI October 1996 - October 1997
Skills
Secret Security..., MBA, Retirement Planning, Insurance, Process Improvement, Business Analysis, Consulting, Risk Management, Project Management, Strategic Planning, Wealth Management, Team Building, Program Management, Sales, Leadership, Business Development, Estate Planning, Strategic Financial..., New Business Development, Customer Service, Public Speaking, Sales Management, Profit Analysis, P&L Modeling, Wireless Engineering, Telecommunications, Avionics Integration, Capital Budgeting, Engineering, Investment Selection, Prospecting Skills, RFP experience, SMS Gateway, International Business..., International Business..., Eagle Scout, Veteran U.S. Navy, Systems Engineering, Research Information, Defining Requirements, Financial Markets, Lean Six Sigma, Managerial Skills, MS Project, Integration, Software Documentation, Product Management, Testing, SharePoint, Microsoft Project
Education
Kansas State University
Bachelors of Science, Electrical Engineering Technology
University of Missouri-Saint Louis
MBA, Marketing, Analytical Modeling
Sprint July 2013 - November 2014
Northrop Grumman Corporation June 2010 - April 2014
New York Life Insurance Company April 2008 - June 2009
brokersXpress LLC May 2005 - April 2008
Berthel Fisher & Company Financial Services, Inc. January 2003 - May 2005
Edward Jones July 2001 - October 2002
Alcatel-Lucent July 2000 - February 2001
Sprint PCS September 1998 - July 2000
Maritz February 1998 - September 1998
TAI October 1996 - October 1997
Skills
Secret Security..., MBA, Retirement Planning, Insurance, Process Improvement, Business Analysis, Consulting, Risk Management, Project Management, Strategic Planning, Wealth Management, Team Building, Program Management, Sales, Leadership, Business Development, Estate Planning, Strategic Financial..., New Business Development, Customer Service, Public Speaking, Sales Management, Profit Analysis, P&L Modeling, Wireless Engineering, Telecommunications, Avionics Integration, Capital Budgeting, Engineering, Investment Selection, Prospecting Skills, RFP experience, SMS Gateway, International Business..., International Business..., Eagle Scout, Veteran U.S. Navy, Systems Engineering, Research Information, Defining Requirements, Financial Markets, Lean Six Sigma, Managerial Skills, MS Project, Integration, Software Documentation, Product Management, Testing, SharePoint, Microsoft Project
Education
Kansas State University
Bachelors of Science, Electrical Engineering Technology
University of Missouri-Saint Louis
MBA, Marketing, Analytical Modeling
Keith Marino Keith Marino's New York Life Insurance Company Experience October 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Waterbury Ambulance Service February 1997 - Present
Gifford Medical Center September 2013 - December 2014
Gifford Medical Center January 2013 - May 2014
Gifford Medical Center November 2012 - May 2014
Gifford Medical Center January 2011 - May 2014
Gifford Medical Center January 2011 - May 2014
State of Vermont April 2006 - January 2011
State of Vermont May 2001 - March 2006
State of Vermont October 1995 - May 2001
Skills
Public Speaking, Customer Service, Insurance, Retirement, Healthcare, Microsoft Office, Disability Insurance, Life Insurance, Retirement Planning
Education
Southern Vermont College 1986 — 1989
Bachelor of Science (BS), Health Services Administration
Albany Medical School of Radiologic Technology 1980 — 1983
Radiologic Technology, Radiologic Technology/Science - Radiographer
Johnson State College 1978 — 1979
Pre-Allied Health
New York Life Insurance Company October 2014 - Present
Waterbury Ambulance Service February 1997 - Present
Gifford Medical Center September 2013 - December 2014
Gifford Medical Center January 2013 - May 2014
Gifford Medical Center November 2012 - May 2014
Gifford Medical Center January 2011 - May 2014
Gifford Medical Center January 2011 - May 2014
State of Vermont April 2006 - January 2011
State of Vermont May 2001 - March 2006
State of Vermont October 1995 - May 2001
Skills
Public Speaking, Customer Service, Insurance, Retirement, Healthcare, Microsoft Office, Disability Insurance, Life Insurance, Retirement Planning
Education
Southern Vermont College 1986 — 1989
Bachelor of Science (BS), Health Services Administration
Albany Medical School of Radiologic Technology 1980 — 1983
Radiologic Technology, Radiologic Technology/Science - Radiographer
Johnson State College 1978 — 1979
Pre-Allied Health
James Rund's New York Life Insurance Company Experience January 2009 - January 2012
Job LUTCF, CLTC Star Financial & Insurance Services
Industry Financial Services
Experience
Star Financial & Insurance Services, INC. October 2013 - Present
New York Life Insurance Company January 2009 - January 2012
MetLife January 2003 - January 2009
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Financial Risk, Finance, Small Business, Insurance, Leadership, Marketing Strategy, Portfolio Management, Microsoft Office
Education
Kansas State University
Bachelor's Degree, Finance
Star Financial & Insurance Services, INC. October 2013 - Present
New York Life Insurance Company January 2009 - January 2012
MetLife January 2003 - January 2009
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Financial Risk, Finance, Small Business, Insurance, Leadership, Marketing Strategy, Portfolio Management, Microsoft Office
Education
Kansas State University
Bachelor's Degree, Finance
Thomas Carmody Thomas Carmody's New York Life Insurance Company Experience August 2006 - April 2008
Job Investment Advisor Representative at SMGFA
Industry Financial Services
Experience
SMGforLife LLC September 2014 - August 2015
SMGFinancialAdvisors LLC September 2014 - August 2015
FMO Federal Financial Group January 2009 - August 2014
National City Bank April 2008 - December 2009
New York Life Insurance Company August 2006 - April 2008
Education
Kaplan University 2014 — 2014
Completed Series 65 Course, Financial Advisor
Schoolcraft College 1980 — 1981
1 year, Business/Commerce, General
SMGforLife LLC September 2014 - August 2015
SMGFinancialAdvisors LLC September 2014 - August 2015
FMO Federal Financial Group January 2009 - August 2014
National City Bank April 2008 - December 2009
New York Life Insurance Company August 2006 - April 2008
Education
Kaplan University 2014 — 2014
Completed Series 65 Course, Financial Advisor
Schoolcraft College 1980 — 1981
1 year, Business/Commerce, General
Yvette Pagan Fermin's New York Life Insurance Company Experience 2013 - Present
Job Consultant
Industry Entertainment
Experience
consultant and free lancer September 2014 - Present
New York Life Insurance Company 2013 - Present
New York Life Insurance Company March 2012 - Present
L'Oreal S.A. March 2009 - May 2010
L'Oreal S.A. March 1994 - May 2010
Bayview Correctional Facility 1992 - 1992
Skills
Marketing, Employee Training, Sales, Customer Service, Coaching, Life Insurance, Styling, Event Planning, Sales Operations, Cosmetics, Fashion, Insurance, Brand Development, Visual Merchandising, Management, Interviews, Retail, Training, Employee Benefits, Health Insurance, Direct Sales, Market Planning, Strategy, Time Management, Social Networking, Fundraising, Long-term Care, Strategic Financial..., Retirement Planning, Social Media Marketing, Beauty Industry, Makeup Artistry
Education
Kaplan University 2015 — 2015
Continuing Education, Loan Originator, Real Estate
Parsons School of Design 1992 — 1996
Bachelor of Fine Arts Degree, Fashion Design
consultant and free lancer September 2014 - Present
New York Life Insurance Company 2013 - Present
New York Life Insurance Company March 2012 - Present
L'Oreal S.A. March 2009 - May 2010
L'Oreal S.A. March 1994 - May 2010
Bayview Correctional Facility 1992 - 1992
Skills
Marketing, Employee Training, Sales, Customer Service, Coaching, Life Insurance, Styling, Event Planning, Sales Operations, Cosmetics, Fashion, Insurance, Brand Development, Visual Merchandising, Management, Interviews, Retail, Training, Employee Benefits, Health Insurance, Direct Sales, Market Planning, Strategy, Time Management, Social Networking, Fundraising, Long-term Care, Strategic Financial..., Retirement Planning, Social Media Marketing, Beauty Industry, Makeup Artistry
Education
Kaplan University 2015 — 2015
Continuing Education, Loan Originator, Real Estate
Parsons School of Design 1992 — 1996
Bachelor of Fine Arts Degree, Fashion Design
Lacie Leatherman's New York Life Insurance Company Experience 2012 - August 2014
Job Financial Services Professional
Industry
Experience
New York Life Insurance Company 2012 - August 2014
Family Heritage August 2007 - April 2012
Skills
Direct Sales, Cold Calling, Small Business, Sales, Sales Presentations, Sales Process
Education
Kansas State University 2003 — 2007
Bachelor's degree, Business Administration
New York Life Insurance Company 2012 - August 2014
Family Heritage August 2007 - April 2012
Skills
Direct Sales, Cold Calling, Small Business, Sales, Sales Presentations, Sales Process
Education
Kansas State University 2003 — 2007
Bachelor's degree, Business Administration
Lucille Mcelroy Lucille Mcelroy's New York Life Insurance Company Experience 2011 - 2012
Job Manager of Finance
Industry Nonprofit Organization Management
Experience
AIG, National Life Group March 2015 - Present
PUENTE Learning Center March 2015 - Present
Golden Star Financial Services, Inc. April 2012 - Present
Lucille Atillo June 2011 - Present
Wellpoint Anthem September 2014 - 2015
Volunteers of America July 2013 - December 2013
Fame Talent Agency 2013 - 2013
FWC Realty Services Corporation October 2012 - December 2012
MMPR Group 2011 - 2012
New York Life Insurance Company 2011 - 2012
Skills
Adobe InDesign, Adobe Photoshop, Acting, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Team Building, Social Media, Public Speaking, Editing, Social Media Marketing, Photography, Teaching, Leadership, Nonprofits, Small Business, Community Outreach, Customer Service, Public Relations, Budgets, Team Leadership, Microsoft Word, Marketing, Advertising, Leadership Development, Time Management, Fundraising, Training, Photoshop, Business Planning, Finance, Event Planning, Strategic Planning, Sales, Accounting, InDesign, Outlook, Analysis, Administration, Management, Program Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA+CPA, Finance, CPA
University of San Carlos 1986 — 1989
Bachelor of Science in Commerce, Accounting
AIG, National Life Group March 2015 - Present
PUENTE Learning Center March 2015 - Present
Golden Star Financial Services, Inc. April 2012 - Present
Lucille Atillo June 2011 - Present
Wellpoint Anthem September 2014 - 2015
Volunteers of America July 2013 - December 2013
Fame Talent Agency 2013 - 2013
FWC Realty Services Corporation October 2012 - December 2012
MMPR Group 2011 - 2012
New York Life Insurance Company 2011 - 2012
Skills
Adobe InDesign, Adobe Photoshop, Acting, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Team Building, Social Media, Public Speaking, Editing, Social Media Marketing, Photography, Teaching, Leadership, Nonprofits, Small Business, Community Outreach, Customer Service, Public Relations, Budgets, Team Leadership, Microsoft Word, Marketing, Advertising, Leadership Development, Time Management, Fundraising, Training, Photoshop, Business Planning, Finance, Event Planning, Strategic Planning, Sales, Accounting, InDesign, Outlook, Analysis, Administration, Management, Program Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA+CPA, Finance, CPA
University of San Carlos 1986 — 1989
Bachelor of Science in Commerce, Accounting
Shanice Minson Shanice Minson's New York Life Insurance Company Experience May 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Men's Wearhouse October 2012 - July 2015
IHOP May 2003 - June 2011
Kean University January 2009 - March 2011
Primerica Financial Services March 2006 - May 2007
Skills
Time Management, Customer Service, Microsoft Excel, Microsoft Office, Management, PowerPoint, Event Planning, Data Entry, Recruiting, Microsoft Word, Administrative..., Nonprofits, Process Scheduler, Medical Records, Project Planning, Fax, File Management, Healthcare, Customer Satisfaction, Outlook, Life Insurance, Income Protection, Employee Benefits, 401k Rollovers, Retirement Planning, Small Business, Negotiation, Networking, Public Speaking, Team Leadership, Team Management, Long Term Care Insurance, Succession Planning
Education
Kean University 2008 — 2011
B.A Psychology, Psychology
New York Life Insurance Company May 2015 - Present
Men's Wearhouse October 2012 - July 2015
IHOP May 2003 - June 2011
Kean University January 2009 - March 2011
Primerica Financial Services March 2006 - May 2007
Skills
Time Management, Customer Service, Microsoft Excel, Microsoft Office, Management, PowerPoint, Event Planning, Data Entry, Recruiting, Microsoft Word, Administrative..., Nonprofits, Process Scheduler, Medical Records, Project Planning, Fax, File Management, Healthcare, Customer Satisfaction, Outlook, Life Insurance, Income Protection, Employee Benefits, 401k Rollovers, Retirement Planning, Small Business, Negotiation, Networking, Public Speaking, Team Leadership, Team Management, Long Term Care Insurance, Succession Planning
Education
Kean University 2008 — 2011
B.A Psychology, Psychology
Brian Halpin Brian Halpin's New York Life Insurance Company Experience June 2015 - Present
Job Financial Service Professional helping individuals and business owners create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
NYLIFE Securities LLC June 2015 - Present
Euro Pacific Capital July 2008 - June 2015
Skills
Life Insurance, Investments, Retirement Planning, Fixed Annuities, Variable Annuities, Financial Planning, Wealth Management, Mutual Funds
Education
Kean University 1985 — 1988
Bachelor's degree, Finance, General
New York Life Insurance Company June 2015 - Present
NYLIFE Securities LLC June 2015 - Present
Euro Pacific Capital July 2008 - June 2015
Skills
Life Insurance, Investments, Retirement Planning, Fixed Annuities, Variable Annuities, Financial Planning, Wealth Management, Mutual Funds
Education
Kean University 1985 — 1988
Bachelor's degree, Finance, General
Jon A. Shoemaker, CFP®, CLU®, ChFC®, CLF®, CAP® Jon A. Shoemaker, CFP®, CLU®, ChFC®, CLF®, CAP®'s New York Life Insurance Company Experience May 2014 - Present
Job Corporate Vice President Director of Offsite Training & Financial Adviser at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company February 2013 - May 2014
New York Life Insurance Company January 1996 - February 2013
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Estate Planning, Insurance, Mutual Funds, Retirement, Investments, IRAs, Long-term Care, Disability Insurance, Life Insurance, Investment Advisory, Wealth Management, Wealth Accumulation, Investment Theory, Adult Learning Theory, Synchronous Learning, Consultative Sales..., Multi-generational..., Intergenerational...
Education
The American College
Master of Science, Finance and Financial Management Services
Kaplan University
Bachelor of Science, Finance, Summa Cum Laude
Mountain Brook High School
High School Diploma, General
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company February 2013 - May 2014
New York Life Insurance Company January 1996 - February 2013
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Estate Planning, Insurance, Mutual Funds, Retirement, Investments, IRAs, Long-term Care, Disability Insurance, Life Insurance, Investment Advisory, Wealth Management, Wealth Accumulation, Investment Theory, Adult Learning Theory, Synchronous Learning, Consultative Sales..., Multi-generational..., Intergenerational...
Education
The American College
Master of Science, Finance and Financial Management Services
Kaplan University
Bachelor of Science, Finance, Summa Cum Laude
Mountain Brook High School
High School Diploma, General
Jonathan Slaney's New York Life Insurance Company Experience June 2015 - Present
Job Intern Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
4H 2015 - 2015
4H 2015 - 2015
Bike Source May 2014 - September 2014
Skills
Life Insurance, Financial Statements, Statistical Data..., Operating Systems, Customer Service, Sales, Spanish, Basic HTML, Microsoft Excel, Fine Art, Inventory Control, Project Management, Leadership, US GAAP reporting, Organizational...
Education
Kansas State University 2012 — 2016
Bachelor’s Degree, Finance, General
Universidad Carlos III de Madrid 2014 — 2015
Bachelor's Degree, Economics and Management
Blue Valley West 2008 — 2012
High School
New York Life Insurance Company June 2015 - Present
4H 2015 - 2015
4H 2015 - 2015
Bike Source May 2014 - September 2014
Skills
Life Insurance, Financial Statements, Statistical Data..., Operating Systems, Customer Service, Sales, Spanish, Basic HTML, Microsoft Excel, Fine Art, Inventory Control, Project Management, Leadership, US GAAP reporting, Organizational...
Education
Kansas State University 2012 — 2016
Bachelor’s Degree, Finance, General
Universidad Carlos III de Madrid 2014 — 2015
Bachelor's Degree, Economics and Management
Blue Valley West 2008 — 2012
High School
Peter Lanza Peter Lanza's New York Life Insurance Company Experience July 2014 - Present
Job Dedicated Financial Services Professional helping to protect families in the Greater New York area.
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
NYLIFE Securities, LLC July 2014 - Present
Athene Annuity & Life Assurance Company January 2013 - June 2014
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2009 - 2011
New York Life Insurance Company 2004 - 2009
Skills
Life Insurance, Retirement, Retirement Planning, Insurance, Sales, 401k Rollovers, Estate Planning, IRAs, Annuity Sales, Business Networking, Grandchild Gifting, IRA Rollovers, Buy-sell Agreements, Personal Finance, Investments, Term Life Insurance
Education
Kean University 2002 — 2006
Finance, General
New York Life Insurance Company July 2014 - Present
NYLIFE Securities, LLC July 2014 - Present
Athene Annuity & Life Assurance Company January 2013 - June 2014
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2009 - 2011
New York Life Insurance Company 2004 - 2009
Skills
Life Insurance, Retirement, Retirement Planning, Insurance, Sales, 401k Rollovers, Estate Planning, IRAs, Annuity Sales, Business Networking, Grandchild Gifting, IRA Rollovers, Buy-sell Agreements, Personal Finance, Investments, Term Life Insurance
Education
Kean University 2002 — 2006
Finance, General
Jeremy Erb's New York Life Insurance Company Experience March 2015 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Dan's Cycle L.L.C. May 2012 - Present
Heubel Material Handling, Inc. July 2009 - May 2012
Ducati Omaha May 2006 - July 2009
Skills
Customer Service, Team Building, Management, Insurance, Process Improvement, Strategic Planning, Analysis, Asset Protection
Education
Kansas State University 1997 — 2003
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Hesston High School
New York Life Insurance Company March 2015 - Present
Dan's Cycle L.L.C. May 2012 - Present
Heubel Material Handling, Inc. July 2009 - May 2012
Ducati Omaha May 2006 - July 2009
Skills
Customer Service, Team Building, Management, Insurance, Process Improvement, Strategic Planning, Analysis, Asset Protection
Education
Kansas State University 1997 — 2003
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Hesston High School
Kenneth Andrews's New York Life Insurance Company Experience May 2015 - September 2015
Job Financial Services Representative
Industry Financial Services
Experience
An Insurance Campany September 2015 - Present
New York Life Insurance Company May 2015 - September 2015
Bankers Life February 2015 - March 2015
Legacy Martial Arts November 2013 - December 2013
Angelo's Coney Island June 2013 - June 2013
50s Pizza June 2005 - July 2005
Skills
Public Speaking, Writing, Team Building, Leadership, Management, Strategic Planning, Investments, Social Networking, Social Media, Microsoft Office
Education
Mott Community College 2011 — 2016
In Progress, Arts, Junior
Exam FX 2015 — 2015
Certificate completion, Insurance, N/A
Kaplan University 2015 — 2015
Certification of completion, Insurance, N/A
An Insurance Campany September 2015 - Present
New York Life Insurance Company May 2015 - September 2015
Bankers Life February 2015 - March 2015
Legacy Martial Arts November 2013 - December 2013
Angelo's Coney Island June 2013 - June 2013
50s Pizza June 2005 - July 2005
Skills
Public Speaking, Writing, Team Building, Leadership, Management, Strategic Planning, Investments, Social Networking, Social Media, Microsoft Office
Education
Mott Community College 2011 — 2016
In Progress, Arts, Junior
Exam FX 2015 — 2015
Certificate completion, Insurance, N/A
Kaplan University 2015 — 2015
Certification of completion, Insurance, N/A
Cora Fortner-Fisher, MBA Cora Fortner-Fisher, MBA's New York Life Insurance Company Experience March 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
MBA, Business, 3.78
West Virginia State University 1998 — 2001
BS Communications, Journalism, Psychology Minor
Marshall University 1997 — 1998
none, Journalism
Saint Albans High School
New York Life Insurance Company March 2014 - Present
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
MBA, Business, 3.78
West Virginia State University 1998 — 2001
BS Communications, Journalism, Psychology Minor
Marshall University 1997 — 1998
none, Journalism
Saint Albans High School
Ramesh Cherivirala Ramesh Cherivirala's New York Life Insurance Company Experience August 2001 - August 2014
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (a subsidiary of New York Life) August 2014 - Present
New York Life Insurance Company August 2001 - August 2014
Skills
Financial Planning, Investments, Insurance, Financial Services, Finance, Leadership, Business Analysis, Strategic Planning, Business Development, Risk Management, Team Building, Marketing, Business Strategy, Sales, Management
Education
Osmania University 1987 — 1991
Doctor of Philosophy (Ph.D.), Synthetic Organic Chemistry
AVV Junior College
Intermediate, MPC
CKM college
Bachelor's degree, Mathematics, Physics and Chemistry
Kakatiya University
Master of Science (MSc), Organic Chemistry
The American College
LUTCF, Insurance
Eagle Strategies, LLC (a subsidiary of New York Life) August 2014 - Present
New York Life Insurance Company August 2001 - August 2014
Skills
Financial Planning, Investments, Insurance, Financial Services, Finance, Leadership, Business Analysis, Strategic Planning, Business Development, Risk Management, Team Building, Marketing, Business Strategy, Sales, Management
Education
Osmania University 1987 — 1991
Doctor of Philosophy (Ph.D.), Synthetic Organic Chemistry
AVV Junior College
Intermediate, MPC
CKM college
Bachelor's degree, Mathematics, Physics and Chemistry
Kakatiya University
Master of Science (MSc), Organic Chemistry
The American College
LUTCF, Insurance
Meledy Mathis Meledy Mathis's New York Life Insurance Company Experience April 2012 - June 2012
Job IT System Administrator
Industry Information Technology and Services
Experience
Trailboss Enterprises Inc April 2015 - Present
Jacobs Technology January 2013 - June 2014
New York Life Insurance Company April 2012 - June 2012
SAIC November 2011 - February 2012
Defense Intelligence Agency March 2011 - November 2011
Defense Intelligence Agency May 2009 - March 2011
NCSA Sector May 2007 - May 2009
National Security Agency April 2004 - May 2007
1st Signal Brigade March 2003 - April 2004
Skills
Active TS/SCI Clearance, Information Assurance, Security, CompTIA Security+, DoD, Security Clearance, Troubleshooting, Information Technology, Active Directory, System Administration, Servers, System Deployment, Program Management, Military, Switches, Network Security, Management, Network Administration, COMSEC, Military Experience, Computer Security, Leadership, CompTIA A+, Security+, Hardware
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Master’s Degree, Computer and Information Systems Security/Information Assurance
Devry University 2010 — 2015
Bachelor of Science (BS), Network Communication
Fort Gordon, GA
Trailboss Enterprises Inc April 2015 - Present
Jacobs Technology January 2013 - June 2014
New York Life Insurance Company April 2012 - June 2012
SAIC November 2011 - February 2012
Defense Intelligence Agency March 2011 - November 2011
Defense Intelligence Agency May 2009 - March 2011
NCSA Sector May 2007 - May 2009
National Security Agency April 2004 - May 2007
1st Signal Brigade March 2003 - April 2004
Skills
Active TS/SCI Clearance, Information Assurance, Security, CompTIA Security+, DoD, Security Clearance, Troubleshooting, Information Technology, Active Directory, System Administration, Servers, System Deployment, Program Management, Military, Switches, Network Security, Management, Network Administration, COMSEC, Military Experience, Computer Security, Leadership, CompTIA A+, Security+, Hardware
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Master’s Degree, Computer and Information Systems Security/Information Assurance
Devry University 2010 — 2015
Bachelor of Science (BS), Network Communication
Fort Gordon, GA
Aaron Wulff Aaron Wulff's New York Life Insurance Company Experience March 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build and preserve wealth.
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Express Employment Professionals March 2010 - February 2015
Pei Wei May 2007 - February 2010
Zonge International January 2007 - April 2007
Skills
Protection..., Retirement Planning, Wealth Preservation..., Asset Protection, Legacies, Key Person Protection, Multi-generational..., 401k Rollovers, Small Business, Annuity Sales, Insurance, Employee Relations, Hiring, Human Resources, Microsoft Excel, Temporary Placement, Talent Acquisition, Leadership Development, Organizational..., Customer Service, Coaching, Employee Benefits, Sales
Education
Kaplan University 2015 — 2015
Licentiate degree, CLTC, Certified
Express University 2013 — 2013
Business Management Certificate, Staffing
EPCC 2003 — 2006
Associate, Culinary Arts
EPCC 2003 — 2006
Associate, Restaurant Management
New York Life Insurance Company March 2015 - Present
Express Employment Professionals March 2010 - February 2015
Pei Wei May 2007 - February 2010
Zonge International January 2007 - April 2007
Skills
Protection..., Retirement Planning, Wealth Preservation..., Asset Protection, Legacies, Key Person Protection, Multi-generational..., 401k Rollovers, Small Business, Annuity Sales, Insurance, Employee Relations, Hiring, Human Resources, Microsoft Excel, Temporary Placement, Talent Acquisition, Leadership Development, Organizational..., Customer Service, Coaching, Employee Benefits, Sales
Education
Kaplan University 2015 — 2015
Licentiate degree, CLTC, Certified
Express University 2013 — 2013
Business Management Certificate, Staffing
EPCC 2003 — 2006
Associate, Culinary Arts
EPCC 2003 — 2006
Associate, Restaurant Management
Preston Schotte's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company September 2014 - Present
Spangler Graphics June 2013 - May 2014
Kansas State University September 2008 - May 2013
Skills
Public Speaking, Event Marketing Strategy, New Business Development, Retirement Planning, 401k Rollovers, Business Planning, Estate Planning, Life Insurance, Financial Services, Service Delivery
Education
Kansas State University 2008 — 2013
Bachelor of Science (BS), Marketing and Entrepreneurship
Hanover High School 2004 — 2008
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company September 2014 - Present
Spangler Graphics June 2013 - May 2014
Kansas State University September 2008 - May 2013
Skills
Public Speaking, Event Marketing Strategy, New Business Development, Retirement Planning, 401k Rollovers, Business Planning, Estate Planning, Life Insurance, Financial Services, Service Delivery
Education
Kansas State University 2008 — 2013
Bachelor of Science (BS), Marketing and Entrepreneurship
Hanover High School 2004 — 2008
Tylisha Lyles's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
American Credit Acceptance October 2011 - May 2015
Skills
Insurance, Customer Service, Leadership, Team Building, Microsoft Office, Sales, Finance, Research, Marketing, Public Speaking, Analysis, Time Management, Team Leadership, Social Media, Retirement
Education
Kaplan University
New York Life Insurance Company November 2014 - Present
American Credit Acceptance October 2011 - May 2015
Skills
Insurance, Customer Service, Leadership, Team Building, Microsoft Office, Sales, Finance, Research, Marketing, Public Speaking, Analysis, Time Management, Team Leadership, Social Media, Retirement
Education
Kaplan University
Jeannie Givens's New York Life Insurance Company Experience September 2007 - Present
Job The Pink QuailCreative Baking
Industry Financial Services
Experience
The Pink Quail October 2007 - Present
New York Life Insurance Company September 2007 - Present
Pratt Security January 1989 - June 2006
Novell January 1987 - June 1989
Skills
Microsoft Word, Insurance, Bookkeeping, Data Entry, Microsoft Office, PowerPoint, Microsoft Excel, Security, Administrative..., Customer Service, Payroll, Outlook, Time Management, Customer Satisfaction
Education
Kapiolani Community College 1976 — 1978
N/A, General
The Pink Quail October 2007 - Present
New York Life Insurance Company September 2007 - Present
Pratt Security January 1989 - June 2006
Novell January 1987 - June 1989
Skills
Microsoft Word, Insurance, Bookkeeping, Data Entry, Microsoft Office, PowerPoint, Microsoft Excel, Security, Administrative..., Customer Service, Payroll, Outlook, Time Management, Customer Satisfaction
Education
Kapiolani Community College 1976 — 1978
N/A, General
Josué Léon, MBA's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life specializing in retirement, distribution planning, insurance protection, business planning
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Merrill Lynch July 2014 - April 2015
Northwestern Mutual October 2011 - July 2014
Palm Beach Atlantic University May 2009 - October 2011
Skills
Entrepreneurship, Business Development, Team Leadership, Leadership, Marketing, Customer Service, Risk Management, Financial Services, Multi-generational..., Charitable Giving, Relationship Building, Insurance, Retirement Planning, Investments, Public Speaking, Social Networking, Strategic Planning
Education
Palm Beach Atlantic University 2008 — 2011
Master of Business Administration (M.B.A.)
Johnson University 2003 — 2007
B.A.
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Merrill Lynch July 2014 - April 2015
Northwestern Mutual October 2011 - July 2014
Palm Beach Atlantic University May 2009 - October 2011
Skills
Entrepreneurship, Business Development, Team Leadership, Leadership, Marketing, Customer Service, Risk Management, Financial Services, Multi-generational..., Charitable Giving, Relationship Building, Insurance, Retirement Planning, Investments, Public Speaking, Social Networking, Strategic Planning
Education
Palm Beach Atlantic University 2008 — 2011
Master of Business Administration (M.B.A.)
Johnson University 2003 — 2007
B.A.
Allie Wu Allie Wu's New York Life Insurance Company Experience August 2013 - Present
Job Actuarial Consultant at New York Life
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
UnitedHealthcare October 2012 - August 2013
AlphaMetrix, LLC September 2011 - November 2011
Bank of America Merrill Lynch January 2011 - May 2011
Ameriprise Financial Services, Inc. May 2006 - February 2010
Skills
Derivatives, Equities, Valuation, Financial Modeling, Bloomberg, Forecasting, Fixed Income, VBA, SQL, Microsoft Excel, Quantitative Analytics, Quantitative Finance, Life Insurance, Mathematica, Financial Analysis, Financial Reporting, Corporate Finance, Qualitative Research, Quantitative Research, Financial Risk..., Hedge Funds, Investments, Alternative Investments, Asset Managment, Portfolio Management, Capital Markets, Risk Management, Statistics, Finance, Financial Risk, Bloomberg Terminal, Strategic Financial..., Actuarial Science, Investment Banking, Economics, Private Equity, Market Risk, Credit Risk, Hedging, Asset Management, Options, Portfolio Optimization, Equity Research, SAS, Essbase, Financial Services, Asset Allocation, Accounting, Financial Markets, ALM
Education
University of Hawaii at Manoa 2010 — 2011
Master of Science, Financial Engineering
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelor of Science in Business, Actuarial Science, Insurance and Risk Management
Bordeaux Business School 2005 — 2005
New York Life Insurance Company August 2013 - Present
UnitedHealthcare October 2012 - August 2013
AlphaMetrix, LLC September 2011 - November 2011
Bank of America Merrill Lynch January 2011 - May 2011
Ameriprise Financial Services, Inc. May 2006 - February 2010
Skills
Derivatives, Equities, Valuation, Financial Modeling, Bloomberg, Forecasting, Fixed Income, VBA, SQL, Microsoft Excel, Quantitative Analytics, Quantitative Finance, Life Insurance, Mathematica, Financial Analysis, Financial Reporting, Corporate Finance, Qualitative Research, Quantitative Research, Financial Risk..., Hedge Funds, Investments, Alternative Investments, Asset Managment, Portfolio Management, Capital Markets, Risk Management, Statistics, Finance, Financial Risk, Bloomberg Terminal, Strategic Financial..., Actuarial Science, Investment Banking, Economics, Private Equity, Market Risk, Credit Risk, Hedging, Asset Management, Options, Portfolio Optimization, Equity Research, SAS, Essbase, Financial Services, Asset Allocation, Accounting, Financial Markets, ALM
Education
University of Hawaii at Manoa 2010 — 2011
Master of Science, Financial Engineering
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelor of Science in Business, Actuarial Science, Insurance and Risk Management
Bordeaux Business School 2005 — 2005
Blake Pearson's New York Life Insurance Company Experience June 2015 - August 2015
Job Hard working Graduate seeking employment within management in southern New Hampshire
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - August 2015
Meeting Waters YMCA January 2015 - May 2015
Savings Bank of Walpole June 2011 - September 2014
Skills
Customer Service, Microsoft Office, Banking, PowerPoint, Financial Analysis, Sales, Leadership, Microsoft Word, Project Management, Retail, Teamwork, Microsoft Excel, Public Speaking, Retail Banking, Team Leadership, Time Management, Strategic Planning, Management, Critical Thinking, Life Insurance, Networking
Education
Keene State College 2011 — 2015
Bachelor of Science (BS), Management
New York Life Insurance Company June 2015 - August 2015
Meeting Waters YMCA January 2015 - May 2015
Savings Bank of Walpole June 2011 - September 2014
Skills
Customer Service, Microsoft Office, Banking, PowerPoint, Financial Analysis, Sales, Leadership, Microsoft Word, Project Management, Retail, Teamwork, Microsoft Excel, Public Speaking, Retail Banking, Team Leadership, Time Management, Strategic Planning, Management, Critical Thinking, Life Insurance, Networking
Education
Keene State College 2011 — 2015
Bachelor of Science (BS), Management
Sayaka Ogura LUTCF, CLTC, Partner at New York Life Sayaka Ogura LUTCF, CLTC, Partner at New York Life's New York Life Insurance Company Experience September 2011 - Present
Job Hiring and Developing Entrepeneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
NYLIFE Securities LLC January 2009 - September 2011
Merrill Lynch January 2007 - June 2007
Skills
interviewing, College Recruiting, Financial Recruiting, Training, Communication
Education
慶応義塾大学 2008 — 2008
Business Management, 4.0
University of Hawaii - College of Business Administration 2004 — 2007
Finance, Human Resource Management, Business Management, BBA, 3.9
Kalani High
New York Life Insurance Company September 2011 - Present
NYLIFE Securities LLC January 2009 - September 2011
Merrill Lynch January 2007 - June 2007
Skills
interviewing, College Recruiting, Financial Recruiting, Training, Communication
Education
慶応義塾大学 2008 — 2008
Business Management, 4.0
University of Hawaii - College of Business Administration 2004 — 2007
Finance, Human Resource Management, Business Management, BBA, 3.9
Kalani High
Dhaval Goda Dhaval Goda's New York Life Insurance Company Experience January 2014 - June 2015
Job Small business owner
Industry Marketing and Advertising
Experience
New York Life Insurance Company January 2014 - June 2015
Skills
Account Management, New Business Development, Sales Management, Marketing Strategy, Direct Sales, Sales Presentations, Business Development, B2B, Leadership, Management, Strategic Planning, Market Research, Customer Service
Education
Kean University 2005 — 2009
Marketing, General Sales, Merchandising and Related Marketing Operations
New York Life Insurance Company January 2014 - June 2015
Skills
Account Management, New Business Development, Sales Management, Marketing Strategy, Direct Sales, Sales Presentations, Business Development, B2B, Leadership, Management, Strategic Planning, Market Research, Customer Service
Education
Kean University 2005 — 2009
Marketing, General Sales, Merchandising and Related Marketing Operations
Nate Wilder Nate Wilder's New York Life Insurance Company Experience December 2010 - April 2011
Job Teacher of Mathematics at Keene High School
Industry Education Management
Experience
Keene High School July 2012 - Present
Keene State College June 2011 - July 2012
New York Life Insurance Company December 2010 - April 2011
Keene State College April 2009 - May 2010
Keene State College August 2007 - May 2009
Skills
Leadership, Teaching, Fundraising, Leadership Development, Staff Development, Community Outreach, Event Planning, Higher Education, Public Speaking, PowerPoint, Student Affairs, Social Networking, Tutoring
Education
Keene State College 2011 — 2012
Secondary Teacher Certification, Secondary Mathematics
Keene State College 2006 — 2010
BA, Pure and Applied Mathematics
Keene High School July 2012 - Present
Keene State College June 2011 - July 2012
New York Life Insurance Company December 2010 - April 2011
Keene State College April 2009 - May 2010
Keene State College August 2007 - May 2009
Skills
Leadership, Teaching, Fundraising, Leadership Development, Staff Development, Community Outreach, Event Planning, Higher Education, Public Speaking, PowerPoint, Student Affairs, Social Networking, Tutoring
Education
Keene State College 2011 — 2012
Secondary Teacher Certification, Secondary Mathematics
Keene State College 2006 — 2010
BA, Pure and Applied Mathematics
Jolena Rogers Jolena Rogers's New York Life Insurance Company Experience April 2015 - Present
Job Financial Planner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Fisher Insurance Agency, Inc. 2014 - 2015
YMCA of the North Shore September 2008 - December 2014
Education
Kaplan University
Criminal Justice and Corrections
New York Life Insurance Company April 2015 - Present
Fisher Insurance Agency, Inc. 2014 - 2015
YMCA of the North Shore September 2008 - December 2014
Education
Kaplan University
Criminal Justice and Corrections
Nicholas J. Walter's New York Life Insurance Company Experience July 2011 - June 2013
Job Data Administrator at SEER
Industry Computer Software
Experience
SEER March 2015 - Present
New York Life Insurance Company July 2011 - June 2013
Caterpillar Financial June 2010 - September 2010
Skills
Sales, Account Management, Team Building, Business Relationship..., Negotiation, Team Leadership, Communication, Customer Service, Microsoft Excel, Sales Management, Marketing, Management, Financial Analysis, Forecasting, Budgets
Education
Kansas State University 2007 — 2011
Kapaun 2003 — 2006
SEER March 2015 - Present
New York Life Insurance Company July 2011 - June 2013
Caterpillar Financial June 2010 - September 2010
Skills
Sales, Account Management, Team Building, Business Relationship..., Negotiation, Team Leadership, Communication, Customer Service, Microsoft Excel, Sales Management, Marketing, Management, Financial Analysis, Forecasting, Budgets
Education
Kansas State University 2007 — 2011
Kapaun 2003 — 2006
Cody Creel Cody Creel's New York Life Insurance Company Experience December 2014 - Present
Job Agent with New York Life helping clients manage risk through insurance and tax diversification strategies
Industry Insurance
Experience
New York Life Insurance Company December 2014 - Present
Skills
Financial Planning, Risk Management, Life Insurance, Long-term Care, Personal Finance
Education
Jones County Junior College
Associate's degree, Emergency Medical Technology/Technician (EMT Paramedic)
New York Life Insurance Company December 2014 - Present
Skills
Financial Planning, Risk Management, Life Insurance, Long-term Care, Personal Finance
Education
Jones County Junior College
Associate's degree, Emergency Medical Technology/Technician (EMT Paramedic)
Thomas Villeneuve's New York Life Insurance Company Experience February 2014 - Present
Job Partner I hire, train and develop sales professionals to help them positively impact the lives of others
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Eagle Strategies LLC June 2010 - February 2012
New York Life Insurance Company May 2007 - February 2012
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance May 2007 - February 2012
Waddell & Reed October 2006 - May 2007
Mignone Communications, Inc. February 2006 - September 2006
S. Rosenthal & Co. February 2004 - February 2006
Print Exchange, Inc. 1995 - 2004
Skills
Team Building, Coaching, Sales Rep Training, Training, Communication, Hands-on Training, Recruiting, Thought Leadership, interviewing, Financial Recruiting, College Recruiting, Time Management, Management, Business Planning, Finance, Long Term Care Insurance, Customer Retention, Strategy, Leadership, Disability Insurance, Public Speaking, Social Media, Motivational Speaking, Interviews, Investments, Microsoft Office
Education
The American College of Financial Services 2008 — 2009
LUTCF Life Underwriter Training Council Fellow
Keene State College 1980 — 1983
Kent State University 1979 — 1980
Ohio University 1978 — 1979
Hudson High School 1974 — 1978
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Eagle Strategies LLC June 2010 - February 2012
New York Life Insurance Company May 2007 - February 2012
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance May 2007 - February 2012
Waddell & Reed October 2006 - May 2007
Mignone Communications, Inc. February 2006 - September 2006
S. Rosenthal & Co. February 2004 - February 2006
Print Exchange, Inc. 1995 - 2004
Skills
Team Building, Coaching, Sales Rep Training, Training, Communication, Hands-on Training, Recruiting, Thought Leadership, interviewing, Financial Recruiting, College Recruiting, Time Management, Management, Business Planning, Finance, Long Term Care Insurance, Customer Retention, Strategy, Leadership, Disability Insurance, Public Speaking, Social Media, Motivational Speaking, Interviews, Investments, Microsoft Office
Education
The American College of Financial Services 2008 — 2009
LUTCF Life Underwriter Training Council Fellow
Keene State College 1980 — 1983
Kent State University 1979 — 1980
Ohio University 1978 — 1979
Hudson High School 1974 — 1978
Jordan Lyndsay Millette Jordan Lyndsay Millette's New York Life Insurance Company Experience 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
State Farm 2014 - 2014
Allstate 2013 - 2014
Stephen Klimjack, LLC 2012 - 2013
Skills
Tax Free Income, Retirement Planning, Estate Planning, Employee Benefits, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Insurance, Customer Service, Sales, Leadership, Sales Management, Marketing, Retirement, Financial Services
Education
University of South Alabama 2010 — 2014
Spanish Language and Literature
Mississippi Gulf Coast Community College 2009 — 2011
Associate's Degree, Associate of Arts Degree
Judson College 2008 — 2009
Biology, Spanish
Vancleave High School 2004 — 2008
High School, Advanced Diploma with Honors
New York Life Insurance Company 2014 - Present
State Farm 2014 - 2014
Allstate 2013 - 2014
Stephen Klimjack, LLC 2012 - 2013
Skills
Tax Free Income, Retirement Planning, Estate Planning, Employee Benefits, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Insurance, Customer Service, Sales, Leadership, Sales Management, Marketing, Retirement, Financial Services
Education
University of South Alabama 2010 — 2014
Spanish Language and Literature
Mississippi Gulf Coast Community College 2009 — 2011
Associate's Degree, Associate of Arts Degree
Judson College 2008 — 2009
Biology, Spanish
Vancleave High School 2004 — 2008
High School, Advanced Diploma with Honors
Ed Kovac Ed Kovac's New York Life Insurance Company Experience 2004 - Present
Job Registered RepNew York Life
Industry Financial Services
Experience
New York Life Insurance Company 2004 - Present
Playball Financial September 1977 - Present
Major League Baseball Players Alumni Association 2013 - 2014
Skills
Strategy, Public Speaking, Microsoft Excel, Retirement, Social Media, Estate Planning, Risk Management, Life Insurance, Investment Properties, Leadership, Business Development, Sales Management, Customer Service, Retirement Planning, Long-term Care, Insurance, Team Building, Small Business, New Business Development, Financial Services, Banking, Training, Business Planning, Wealth, Marketing Strategy, Online Advertising, Fixed Annuities, Marketing, Strategic Planning, Strategic Financial..., Finance, Management Consulting, Investments, Financial Analysis, Social Media Marketing, Negotiation, Social Networking, Contract Negotiation, Term Life Insurance, Sales, Real Estate, Portfolio Management, Management, Advertising, Mergers & Acquisitions, Microsoft Office
Education
Kean University 1999 — 2002
Watchung 1992 — 1996
New York Life Insurance Company 2004 - Present
Playball Financial September 1977 - Present
Major League Baseball Players Alumni Association 2013 - 2014
Skills
Strategy, Public Speaking, Microsoft Excel, Retirement, Social Media, Estate Planning, Risk Management, Life Insurance, Investment Properties, Leadership, Business Development, Sales Management, Customer Service, Retirement Planning, Long-term Care, Insurance, Team Building, Small Business, New Business Development, Financial Services, Banking, Training, Business Planning, Wealth, Marketing Strategy, Online Advertising, Fixed Annuities, Marketing, Strategic Planning, Strategic Financial..., Finance, Management Consulting, Investments, Financial Analysis, Social Media Marketing, Negotiation, Social Networking, Contract Negotiation, Term Life Insurance, Sales, Real Estate, Portfolio Management, Management, Advertising, Mergers & Acquisitions, Microsoft Office
Education
Kean University 1999 — 2002
Watchung 1992 — 1996
Asare Agyemang Asare Agyemang's New York Life Insurance Company Experience December 2014 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company December 2014 - Present
Primerica December 2012 - November 2014
State Street November 2004 - May 2011
Skills
Bookkeeping, Journal Entries
Education
Kean University 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
Middlesex County College 1999 — 2002
Associate of Science (A.S.), Accounting
Kumasi High School 1979 — 1983
GCE Ordinary Level and Advance Level, Business/Commerce, General
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company December 2014 - Present
Primerica December 2012 - November 2014
State Street November 2004 - May 2011
Skills
Bookkeeping, Journal Entries
Education
Kean University 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
Middlesex County College 1999 — 2002
Associate of Science (A.S.), Accounting
Kumasi High School 1979 — 1983
GCE Ordinary Level and Advance Level, Business/Commerce, General
Justin Wolf Justin Wolf's New York Life Insurance Company Experience July 2014 - December 2014
Job Insurance Advisor
Industry Insurance
Experience
Mutual of Omaha December 2014 - May 2015
New York Life Insurance Company July 2014 - December 2014
US Army July 2012 - May 2014
Skills
Retirement Planning, Customer Service, Insurance, Leadership, Microsoft Office, Public Speaking, Time Management, Team Building, Estate Planning, Microsoft Word, Annuities Sales, Education Funding..., Event Planning, Management, Research, Asset Protection, Business Insurance..., Charitable Giving, Legacy Planning, Relationship Management, Buy-sell Agreements, Business Succession..., Business Networking
Education
Western State Colorado University 2008 — 2012
Bachelor's degree, Economics
Kansas State University
Bachelor of Arts (B.A.), Economics
Mutual of Omaha December 2014 - May 2015
New York Life Insurance Company July 2014 - December 2014
US Army July 2012 - May 2014
Skills
Retirement Planning, Customer Service, Insurance, Leadership, Microsoft Office, Public Speaking, Time Management, Team Building, Estate Planning, Microsoft Word, Annuities Sales, Education Funding..., Event Planning, Management, Research, Asset Protection, Business Insurance..., Charitable Giving, Legacy Planning, Relationship Management, Buy-sell Agreements, Business Succession..., Business Networking
Education
Western State Colorado University 2008 — 2012
Bachelor's degree, Economics
Kansas State University
Bachelor of Arts (B.A.), Economics
LaVerne Matthew, MBA LaVerne Matthew, MBA's New York Life Insurance Company Experience August 2001 - February 2003
Job Accounting/Finance Professional (Searching new opportunities)
Industry Education Management
Experience
Cleveland Metropolitan School District April 2011 - July 2014
Robert Half International November 2007 - June 2009
Christ The King Catholic Church October 2003 - October 2007
New York Life Insurance Company August 2001 - February 2003
City of East Cleveland October 1999 - December 2000
Progressive Insurance December 1986 - April 1999
Skills
Customer Service, Financial Reporting, Monthly Close Process, Journal Entries, Financial Accounting, Corporate Finance, Managerial Finance, Knowledge of financial..., Financial Statement..., Account Reconciliation, Bank Reconciliation, analy, Accounts Payable &..., Budgets, Budget Monitoring, Grant administration..., Government Contract..., Regulatory Compliance, Budget Analysis, Public Speaking, Team Building, Microsoft Office, Teaching, Strategic Planning, Finance, Financial Services, Analysis, Auditing
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Graduate Certificate In Financial Analysis, Finance, General, 3.46
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting, 3.38
Notre Dame College 1990 — 1992
Bachelor of Arts (B.A.), Finance, International Business and Accounting, 2.893
Cleveland Metropolitan School District April 2011 - July 2014
Robert Half International November 2007 - June 2009
Christ The King Catholic Church October 2003 - October 2007
New York Life Insurance Company August 2001 - February 2003
City of East Cleveland October 1999 - December 2000
Progressive Insurance December 1986 - April 1999
Skills
Customer Service, Financial Reporting, Monthly Close Process, Journal Entries, Financial Accounting, Corporate Finance, Managerial Finance, Knowledge of financial..., Financial Statement..., Account Reconciliation, Bank Reconciliation, analy, Accounts Payable &..., Budgets, Budget Monitoring, Grant administration..., Government Contract..., Regulatory Compliance, Budget Analysis, Public Speaking, Team Building, Microsoft Office, Teaching, Strategic Planning, Finance, Financial Services, Analysis, Auditing
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Graduate Certificate In Financial Analysis, Finance, General, 3.46
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting, 3.38
Notre Dame College 1990 — 1992
Bachelor of Arts (B.A.), Finance, International Business and Accounting, 2.893
Eric Goodyke's New York Life Insurance Company Experience April 2014 - Present
Job Claims Analyst at New York Life LongTerm Care Insurance
Industry Insurance
Experience
New York Life Insurance Company April 2014 - Present
New York Life Long-Term Care July 2011 - April 2014
New York Life Long-Term Care June 2010 - July 2011
New York Life Long-Term Care February 2008 - June 2010
New York Life Long-Term Care August 2007 - February 2008
Dell November 2006 - August 2007
Skills
Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Multi Tasking, Insurance, Accounting
Education
Kalamazoo Valley Community College 2003 — 2004
Portage Northern High School 1999 — 2002
High School Diploma
New York Life Insurance Company April 2014 - Present
New York Life Long-Term Care July 2011 - April 2014
New York Life Long-Term Care June 2010 - July 2011
New York Life Long-Term Care February 2008 - June 2010
New York Life Long-Term Care August 2007 - February 2008
Dell November 2006 - August 2007
Skills
Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Multi Tasking, Insurance, Accounting
Education
Kalamazoo Valley Community College 2003 — 2004
Portage Northern High School 1999 — 2002
High School Diploma
Siddeswar Gubba, Ph.D Siddeswar Gubba, Ph.D's New York Life Insurance Company Experience August 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company August 2013 - Present
Alluviron, Inc July 2010 - Present
Innovative Informatics & Technologies, Inc. 1999 - Present
Education
Kakatiya University
Graduate Degree
Osmania University
Under Graduate Degree
Silver Jubilee Govt. College
Under Graduate Degree, Science
New York Life Insurance Company August 2013 - Present
Alluviron, Inc July 2010 - Present
Innovative Informatics & Technologies, Inc. 1999 - Present
Education
Kakatiya University
Graduate Degree
Osmania University
Under Graduate Degree
Silver Jubilee Govt. College
Under Graduate Degree, Science
Anthony Sarria Anthony Sarria's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
Skills
Health Insurance, Life Insurance, Term Life Insurance, Financial Projection, Managerial Finance, Digital Cinema, Web Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Product Marketing, Sales Management, Direct Sales, International Sales, Sales Presentations
Education
Keiser University-Ft Lauderdale 2009 — 2011
Bachelor of Science (BS)
Rio Hondo College 2004 — 2006
AS
New York Life Insurance Company July 2012 - Present
Skills
Health Insurance, Life Insurance, Term Life Insurance, Financial Projection, Managerial Finance, Digital Cinema, Web Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Product Marketing, Sales Management, Direct Sales, International Sales, Sales Presentations
Education
Keiser University-Ft Lauderdale 2009 — 2011
Bachelor of Science (BS)
Rio Hondo College 2004 — 2006
AS
Gary Israelson Jr. Gary Israelson Jr.'s New York Life Insurance Company Experience January 2013 - Present
Job Financial Services Professional focused on guiding HighNet Worth Individuals, Professionals, and Business Owners
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial December 2011 - January 2013
Skills
Life Insurance, Investment Strategies, Retirement Planning, Series 63, Series 6, Strategic Financial..., Life & Health Insurance..., Mutual Funds, Long-term Care, Tax-efficient Investing, Income Protection, Growth Investing, Wealth Management, Finance, Fixed Annuities, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Joliet Junior College 2008 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Minooka Community High School 2006 — 2007
High School Diploma, Honors
Lockport Township High School 2003 — 2006
Honors
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial December 2011 - January 2013
Skills
Life Insurance, Investment Strategies, Retirement Planning, Series 63, Series 6, Strategic Financial..., Life & Health Insurance..., Mutual Funds, Long-term Care, Tax-efficient Investing, Income Protection, Growth Investing, Wealth Management, Finance, Fixed Annuities, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Joliet Junior College 2008 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Minooka Community High School 2006 — 2007
High School Diploma, Honors
Lockport Township High School 2003 — 2006
Honors
Carolyn Jenlink's New York Life Insurance Company Experience March 2011 - June 2011
Job Benefits Specialist at Nonprofit Solutions, Inc.
Industry Human Resources
Experience
Nonprofit Solutions, Inc. March 2014 - Present
Syndeo July 2012 - March 2014
Walmart Neighborhood Market July 2011 - July 2012
New York Life Insurance Company March 2011 - June 2011
Bankers Life and Casualty April 2010 - February 2011
Health Promotion & Wellness Consulting November 2009 - June 2010
USD 259 Wichita Public Schools January 2005 - November 2009
Via Christi Regional Medical Center December 1995 - December 2004
Skills
Employee Benefits, Workers Compensation, Long Term Care, Disability Insurance, Health Insurance, Long-term Care, FMLA, Term Life Insurance, Benefits Administration, Insurance, Human Resources, Training, COBRA, Conflict Resolution, Employee Relations, New Hire Orientations, Small Business, HIPAA, Onboarding, Retirement Planning, Hiring, Customer Service, PeopleSoft, Employee Training, Labor Relations, System Administration, Succession Planning, Applicant Tracking..., Management, Outlook, Team Building, Coaching, Organizational..., Leadership Development, Policy, Healthcare, Payroll, Interviews, HR Policies, Leadership, Staff Development, Program Management, Career Development, College Recruiting, Resume Writing, Performance Management, HRIS, Recruiting, Employee Engagement, Job Descriptions
Education
Kansas State University
BS, Nutrition Science, Human Ecology
Wichita State University
MHS, Health Education
Nonprofit Solutions, Inc. March 2014 - Present
Syndeo July 2012 - March 2014
Walmart Neighborhood Market July 2011 - July 2012
New York Life Insurance Company March 2011 - June 2011
Bankers Life and Casualty April 2010 - February 2011
Health Promotion & Wellness Consulting November 2009 - June 2010
USD 259 Wichita Public Schools January 2005 - November 2009
Via Christi Regional Medical Center December 1995 - December 2004
Skills
Employee Benefits, Workers Compensation, Long Term Care, Disability Insurance, Health Insurance, Long-term Care, FMLA, Term Life Insurance, Benefits Administration, Insurance, Human Resources, Training, COBRA, Conflict Resolution, Employee Relations, New Hire Orientations, Small Business, HIPAA, Onboarding, Retirement Planning, Hiring, Customer Service, PeopleSoft, Employee Training, Labor Relations, System Administration, Succession Planning, Applicant Tracking..., Management, Outlook, Team Building, Coaching, Organizational..., Leadership Development, Policy, Healthcare, Payroll, Interviews, HR Policies, Leadership, Staff Development, Program Management, Career Development, College Recruiting, Resume Writing, Performance Management, HRIS, Recruiting, Employee Engagement, Job Descriptions
Education
Kansas State University
BS, Nutrition Science, Human Ecology
Wichita State University
MHS, Health Education
Tracy Robinson Tracy Robinson's New York Life Insurance Company Experience January 2005 - August 2005
Job Director of Corporate Sales at Lyman Farm, Inc.
Industry Recreational Facilities and Services
Experience
Lyman Farm, Inc. December 2012 - Present
Lyman Orchards Golf Club August 2005 - November 2012
New York Life Insurance Company January 2005 - August 2005
Round Hill Club September 1997 - December 2004
Rhode Island Country Club March 1996 - August 1997
Skills
Golf, Event Management, Customer Service, Fundraising, Marketing, Sales, Team Building, Strategic Planning, Non-profits, Marketing Strategy, Nonprofits, Training, Food & Beverage, Management, Banquets, Marketing Communications, Advertising, Hospitality, Public Speaking, New Business Development, Hotels
Education
Windows on the World Wine Course 1999 — 1999
Wine Education
Keene State College 1984 — 1985
N/A, Music Education
Lyman Farm, Inc. December 2012 - Present
Lyman Orchards Golf Club August 2005 - November 2012
New York Life Insurance Company January 2005 - August 2005
Round Hill Club September 1997 - December 2004
Rhode Island Country Club March 1996 - August 1997
Skills
Golf, Event Management, Customer Service, Fundraising, Marketing, Sales, Team Building, Strategic Planning, Non-profits, Marketing Strategy, Nonprofits, Training, Food & Beverage, Management, Banquets, Marketing Communications, Advertising, Hospitality, Public Speaking, New Business Development, Hotels
Education
Windows on the World Wine Course 1999 — 1999
Wine Education
Keene State College 1984 — 1985
N/A, Music Education
Bruno Tschannen's New York Life Insurance Company Experience February 2005 - February 2007
Job Managment FedEx Office
Industry Retail
Experience
FedEx Office February 2007 - Present
FedEx Office Retail Center Management2008-2010 February 2007 - Present
New York Life Insurance Company February 2005 - February 2007
Mid-American ICEE Corp August 1985 - June 2005
Mid-American ICEE Corp. August 1985 - June 2005
2005Mid-American ICEE Corp January 1985 - January 2003
ICEE of Kansas City Inc January 1981 - January 1985
ICEE of Kansas City, Inc January 1976 - January 1981
Skills
Start-ups
Education
Private Pilot 1977 — 1978
Private Pilot, Aviation
Kansas State University 1971 — 1976
Journalism, Marketing, Business
Kansas State University
Bachelor of Science, Journalism; Journalism; Radio and Television
FedEx Office February 2007 - Present
FedEx Office Retail Center Management2008-2010 February 2007 - Present
New York Life Insurance Company February 2005 - February 2007
Mid-American ICEE Corp August 1985 - June 2005
Mid-American ICEE Corp. August 1985 - June 2005
2005Mid-American ICEE Corp January 1985 - January 2003
ICEE of Kansas City Inc January 1981 - January 1985
ICEE of Kansas City, Inc January 1976 - January 1981
Skills
Start-ups
Education
Private Pilot 1977 — 1978
Private Pilot, Aviation
Kansas State University 1971 — 1976
Journalism, Marketing, Business
Kansas State University
Bachelor of Science, Journalism; Journalism; Radio and Television
Abdoul Yamak Abdoul Yamak's New York Life Insurance Company Experience 2012 - 2013
Job Master of of Business. at Studying MBA at Devry University.
Industry International Affairs
Experience
Studying MBA at Devry University. November 2014 - Present
New York Life Insurance Company 2012 - 2013
Skills
Microsoft Office, Research, PowerPoint, Chinese, English, Microsoft Excel, Market Research, Access, Public Relations, Leadership, Public Speaking, Microsoft Word, Customer Service, Teamwork, Spanish, Outlook, Social Media, Nonprofits, Social Networking, Facebook, Event Planning, Fundraising, Time Management, Event Management, Training, Data Entry, Analysis, Community Outreach, Team Leadership, Teaching, Marketing, International Relations, Leadership Development, Higher Education, Management, Organizational..., Volunteer Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master Degree, Human Resources Management and Services
Berkeley College-New York 2009 — 2013
Bachelor, International Business, GPA 3.41
Berkeley College 2009 — 2012
Bachelor of Business Administrations., International Business
Studying MBA at Devry University. November 2014 - Present
New York Life Insurance Company 2012 - 2013
Skills
Microsoft Office, Research, PowerPoint, Chinese, English, Microsoft Excel, Market Research, Access, Public Relations, Leadership, Public Speaking, Microsoft Word, Customer Service, Teamwork, Spanish, Outlook, Social Media, Nonprofits, Social Networking, Facebook, Event Planning, Fundraising, Time Management, Event Management, Training, Data Entry, Analysis, Community Outreach, Team Leadership, Teaching, Marketing, International Relations, Leadership Development, Higher Education, Management, Organizational..., Volunteer Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master Degree, Human Resources Management and Services
Berkeley College-New York 2009 — 2013
Bachelor, International Business, GPA 3.41
Berkeley College 2009 — 2012
Bachelor of Business Administrations., International Business
Glen A. Michel, MBA, LUTCF Glen A. Michel, MBA, LUTCF's New York Life Insurance Company Experience January 2005 - December 2010
Job Advanced Pension Strategies, Insurance & Financial Services, Managing Director
Industry Financial Services
Experience
Advanced Pension Strategies, Insurance & Financial Services January 2011 - Present
New York Life Insurance Company January 2005 - December 2010
Global Market Strategies May 2000 - December 2004
Deloitte & Touche LLP June 1994 - May 2000
Arthur Andersen & Co. February 1993 - May 1994
Japanese Work Experience October 1988 - January 1991
Skills
Retirement, Securities, Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Life Insurance, Investments, Mutual Funds, Wealth Management, Financial Strategies
Education
The American College 2007 — 2008
LUTCF, Life Underwriter Training Council Fellow
Thunderbird School of Global Management 1991 — 1992
MBA, International Finance/Management
University of Arizona 1980 — 1987
BA, Oriental Studies/Business
Kansai Gaidai University 1983 — 1984
Exchange Student, Japanese Language, Economics, Business
Advanced Pension Strategies, Insurance & Financial Services January 2011 - Present
New York Life Insurance Company January 2005 - December 2010
Global Market Strategies May 2000 - December 2004
Deloitte & Touche LLP June 1994 - May 2000
Arthur Andersen & Co. February 1993 - May 1994
Japanese Work Experience October 1988 - January 1991
Skills
Retirement, Securities, Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Life Insurance, Investments, Mutual Funds, Wealth Management, Financial Strategies
Education
The American College 2007 — 2008
LUTCF, Life Underwriter Training Council Fellow
Thunderbird School of Global Management 1991 — 1992
MBA, International Finance/Management
University of Arizona 1980 — 1987
BA, Oriental Studies/Business
Kansai Gaidai University 1983 — 1984
Exchange Student, Japanese Language, Economics, Business
Roy Gavra, MBA Roy Gavra, MBA's New York Life Insurance Company Experience May 2009 - March 2014
Job Product manager overseeing Arizona and Utah
Industry Hospitality
Experience
Tourico Holidays October 2014 - Present
New York Life Insurance Company May 2009 - March 2014
Success Ways, LLC October 2005 - December 2008
Marco Destin, Inc. April 2002 - October 2005
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Strategic Planning, Insurance, Small Business, Finance, IRAs, Financial Planners, Roth IRA, Leadership, 401k, Securities, Financial Analysis, Variable Annuities, Estate Planning, Financial Planning, Team Building, Wealth Management, Investments, Employee Benefits, 529 Plans, Financial Advisory, Customer Service, Series 6, Accounting, Tax, Portfolio Management, Marketing, Wholesale, Hospitality Industry, Relationship Building, Financial Services, Sales, Marketing Strategy
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
DeVry University 2008 — 2012
BS, Finance
Tourico Holidays October 2014 - Present
New York Life Insurance Company May 2009 - March 2014
Success Ways, LLC October 2005 - December 2008
Marco Destin, Inc. April 2002 - October 2005
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Strategic Planning, Insurance, Small Business, Finance, IRAs, Financial Planners, Roth IRA, Leadership, 401k, Securities, Financial Analysis, Variable Annuities, Estate Planning, Financial Planning, Team Building, Wealth Management, Investments, Employee Benefits, 529 Plans, Financial Advisory, Customer Service, Series 6, Accounting, Tax, Portfolio Management, Marketing, Wholesale, Hospitality Industry, Relationship Building, Financial Services, Sales, Marketing Strategy
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
DeVry University 2008 — 2012
BS, Finance
Kevin Cale's New York Life Insurance Company Experience May 2012 - August 2012
Job Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
Self-Employed March 2004 - Present
Kansas State University August 2013 - May 2014
New York Life Insurance Company May 2012 - August 2012
Education
Kansas State University 2009 — 2014
M.Acc., Accounting; Spanish
PwC July 2014 - Present
Self-Employed March 2004 - Present
Kansas State University August 2013 - May 2014
New York Life Insurance Company May 2012 - August 2012
Education
Kansas State University 2009 — 2014
M.Acc., Accounting; Spanish
Jeevan Chinthakindi's New York Life Insurance Company Experience September 2014 - April 2015
Job Technical Recruiter
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2014 - April 2015
Moody's Analytics January 2014 - July 2014
Nomis Solutions July 2013 - November 2013
Latitude36 Inc. (formerly TechRP Inc.) May 2008 - June 2013
Ambrosia Infotech Ltd July 2007 - May 2008
Skills
Technical Recruiting, Benefits Negotiation, Screening, Staff Augmentation, Recruiting, Human Resources, IT Recruitment, SDLC, Internet Recruiting, Temporary Placement, Sourcing, Business Intelligence, Requirements Analysis, Business Strategy, Business Solutions..., Vendor Management, CRM, Strategic Planning, Information Technology, Management, Staffing Services, Talent Acquisition, Executive Search, Contract Recruitment, Screening Resumes, Applicant Tracking..., Market Research, Business Analysis, Business Development, Business Process..., Consulting, Resume, College Recruiting, Permanent Placement, Training, Reference Checking, Resource Management, Onboarding, Temporary Staffing, Interviews, Boolean Searching, E-recruitment, Cold Calling, RPO, Talent Management, Search, Recruitment Advertising, Employer Branding, Recruitments, Business Networking
Education
Osmania University 2007 — 2009
Master of Business Administration (M.B.A.), HR and Marketing
Kakatiya University 2003 — 2006
B.Sc., Maths, Electronics, Comp. Science
New York Life Insurance Company September 2014 - April 2015
Moody's Analytics January 2014 - July 2014
Nomis Solutions July 2013 - November 2013
Latitude36 Inc. (formerly TechRP Inc.) May 2008 - June 2013
Ambrosia Infotech Ltd July 2007 - May 2008
Skills
Technical Recruiting, Benefits Negotiation, Screening, Staff Augmentation, Recruiting, Human Resources, IT Recruitment, SDLC, Internet Recruiting, Temporary Placement, Sourcing, Business Intelligence, Requirements Analysis, Business Strategy, Business Solutions..., Vendor Management, CRM, Strategic Planning, Information Technology, Management, Staffing Services, Talent Acquisition, Executive Search, Contract Recruitment, Screening Resumes, Applicant Tracking..., Market Research, Business Analysis, Business Development, Business Process..., Consulting, Resume, College Recruiting, Permanent Placement, Training, Reference Checking, Resource Management, Onboarding, Temporary Staffing, Interviews, Boolean Searching, E-recruitment, Cold Calling, RPO, Talent Management, Search, Recruitment Advertising, Employer Branding, Recruitments, Business Networking
Education
Osmania University 2007 — 2009
Master of Business Administration (M.B.A.), HR and Marketing
Kakatiya University 2003 — 2006
B.Sc., Maths, Electronics, Comp. Science
Emil Smith's New York Life Insurance Company Experience November 2010 - January 2012
Job Sr. Project Manager
Industry Information Technology and Services
Experience
RP3 Managememt February 2014 - Present
Amercian Management Association February 2008 - Present
AIG January 2015 - April 2015
Merck February 2014 - December 2014
Tyco July 2013 - February 2014
Novartis December 2012 - June 2013
Bank of Tokyo-Mitsubishi UFJ November 2011 - December 2012
New York Life Insurance Company November 2010 - January 2012
Merck & Co January 2006 - November 2007
CA October 2005 - December 2006
Skills
Process Improvement, Project Management, Program Management, ITIL Process..., Six Sigma, Lean IT, IT Service Management, Team Management, Technology Management, Instructor-led Training, Workshop Facilitation, Project Portfolio..., Project Finance, Business Relationship..., Process Engineering, Presenting, Mentoring, Earned Value Management, Business Analysis, Engagement Management, Internal Communications, Consulting, Cross-functional Team..., ITIL
Education
Stevens Institute of Technology 1998 — 2000
Masters of Science
The George Washington University
Masters Certificate in Project Management
Kean University 1990 — 1993
BS
RP3 Managememt February 2014 - Present
Amercian Management Association February 2008 - Present
AIG January 2015 - April 2015
Merck February 2014 - December 2014
Tyco July 2013 - February 2014
Novartis December 2012 - June 2013
Bank of Tokyo-Mitsubishi UFJ November 2011 - December 2012
New York Life Insurance Company November 2010 - January 2012
Merck & Co January 2006 - November 2007
CA October 2005 - December 2006
Skills
Process Improvement, Project Management, Program Management, ITIL Process..., Six Sigma, Lean IT, IT Service Management, Team Management, Technology Management, Instructor-led Training, Workshop Facilitation, Project Portfolio..., Project Finance, Business Relationship..., Process Engineering, Presenting, Mentoring, Earned Value Management, Business Analysis, Engagement Management, Internal Communications, Consulting, Cross-functional Team..., ITIL
Education
Stevens Institute of Technology 1998 — 2000
Masters of Science
The George Washington University
Masters Certificate in Project Management
Kean University 1990 — 1993
BS
Nefertari Ward, CRPS®'s New York Life Insurance Company Experience October 2011 - May 2012
Job Client Relationship Manager
Industry Financial Services
Experience
The Vanguard Group September 2013 - Present
ADP June 2012 - May 2013
New York Life Insurance Company October 2011 - May 2012
RolloverSystems June 2010 - October 2011
LPL Financial February 2008 - May 2010
The Allen Tate Company August 2006 - February 2008
TIAA CREF May 2004 - June 2006
The Vanguard Group February 2004 - May 2004
AXA Equitable May 1999 - March 2003
Skills
Team Leadership, Consultative Selling, Contract Negotiation, Issues Resolution, Process Improvement, SDLC, Call Center, Project Implementation, Client Relationship..., Siebel, Salesforce.com, Eloqua, CRM, Call Centers, Customer Retention, Sarbanes-Oxley, ERISA, Anti Money Laundering, Retirement, PeopleSoft, Leadership, Conflict Resolution, Investments, Retirement Planning, Sales, Time Management, Series 7, Series 6, Series 63, 401k, Management, Financial Services
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Psychology
University of North Carolina at Charlotte 1995 — 2002
Bachelor of Arts (B.A.), Psychology
Keller Graduate School of Management of DeVry University
MBA, Project Management
The Vanguard Group September 2013 - Present
ADP June 2012 - May 2013
New York Life Insurance Company October 2011 - May 2012
RolloverSystems June 2010 - October 2011
LPL Financial February 2008 - May 2010
The Allen Tate Company August 2006 - February 2008
TIAA CREF May 2004 - June 2006
The Vanguard Group February 2004 - May 2004
AXA Equitable May 1999 - March 2003
Skills
Team Leadership, Consultative Selling, Contract Negotiation, Issues Resolution, Process Improvement, SDLC, Call Center, Project Implementation, Client Relationship..., Siebel, Salesforce.com, Eloqua, CRM, Call Centers, Customer Retention, Sarbanes-Oxley, ERISA, Anti Money Laundering, Retirement, PeopleSoft, Leadership, Conflict Resolution, Investments, Retirement Planning, Sales, Time Management, Series 7, Series 6, Series 63, 401k, Management, Financial Services
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Psychology
University of North Carolina at Charlotte 1995 — 2002
Bachelor of Arts (B.A.), Psychology
Keller Graduate School of Management of DeVry University
MBA, Project Management
Brian Spitzley's New York Life Insurance Company Experience June 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC June 2011 - Present
New York Life Insurance Company June 2011 - Present
Edward Jones February 2008 - March 2011
International Mortgage Solutions April 2007 - November 2007
Skills
Life Insurance, Retirement Planning, Retirement, Estate Planning, Term Life Insurance, Insurance, 401(k) Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Education Funding..., Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Seminar Marketing, Personal Finance, Weath Transfer..., Supplements to Employee...
Education
Western Michigan University - Haworth College of Business 1997 — 2000
Business Administration, Marketing
Kellogg Community College 1995 — 1997
Associates, Business
St. Philip
NYLIFE Securities LLC June 2011 - Present
New York Life Insurance Company June 2011 - Present
Edward Jones February 2008 - March 2011
International Mortgage Solutions April 2007 - November 2007
Skills
Life Insurance, Retirement Planning, Retirement, Estate Planning, Term Life Insurance, Insurance, 401(k) Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Education Funding..., Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Seminar Marketing, Personal Finance, Weath Transfer..., Supplements to Employee...
Education
Western Michigan University - Haworth College of Business 1997 — 2000
Business Administration, Marketing
Kellogg Community College 1995 — 1997
Associates, Business
St. Philip
Michael Kacsandi's New York Life Insurance Company Experience October 2013 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company June 2011 - October 2013
Fifth Third Bancorp February 2007 - June 2011
US Bank July 2003 - February 2007
Skills
Sales, Conflict Resolution, Customer Service, Investments, Insurance, Loans, Retail, Financial Analysis, Microsoft Excel, Banking, PowerPoint, Credit, Access, Microsoft Word, Team Building, Budgets, Negotiation, Event Planning, Research, Marketing Strategy, Coaching, Microsoft Office, Account Management, Customer Satisfaction, Mortgage Lending, Management
Education
Kaplan University 2009 — 2012
Masters, Masters in Business Administration, 3.98
Kent State University 1997 — 2001
BA, Business Administration
Marion L. Steele High School
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company June 2011 - October 2013
Fifth Third Bancorp February 2007 - June 2011
US Bank July 2003 - February 2007
Skills
Sales, Conflict Resolution, Customer Service, Investments, Insurance, Loans, Retail, Financial Analysis, Microsoft Excel, Banking, PowerPoint, Credit, Access, Microsoft Word, Team Building, Budgets, Negotiation, Event Planning, Research, Marketing Strategy, Coaching, Microsoft Office, Account Management, Customer Satisfaction, Mortgage Lending, Management
Education
Kaplan University 2009 — 2012
Masters, Masters in Business Administration, 3.98
Kent State University 1997 — 2001
BA, Business Administration
Marion L. Steele High School
Jamie McDonald, CFP®'s New York Life Insurance Company Experience July 2011 - December 2011
Job Investment Advisor at Heacock and Jones Financial Services
Industry Financial Services
Experience
Heacock and Jones Financial Services January 2012 - Present
Loras College September 2008 - Present
New York Life Insurance Company July 2011 - December 2011
Bernardi Investment Services June 2005 - July 2011
Harley Davidson Motor Company 2004 - 2005
Strong Capital Management 2001 - 2004
Education
Kansas State University 2006 — 2008
Master of Science, Personal Financial Planning
Loras College 1997 — 2001
Bachelor of Arts, Finance
Heacock and Jones Financial Services January 2012 - Present
Loras College September 2008 - Present
New York Life Insurance Company July 2011 - December 2011
Bernardi Investment Services June 2005 - July 2011
Harley Davidson Motor Company 2004 - 2005
Strong Capital Management 2001 - 2004
Education
Kansas State University 2006 — 2008
Master of Science, Personal Financial Planning
Loras College 1997 — 2001
Bachelor of Arts, Finance
Margot Simmons's New York Life Insurance Company Experience April 2009 - June 2010
Job Realtor in Seattle area
Industry Real Estate
Experience
Zip Realty June 2010 - Present
New York Life Insurance Company April 2009 - June 2010
Alderbrook Resort & Spa July 2005 - April 2009
The Tacoma Club March 2004 - June 2005
Tacoma Regional Convention + Visitor Bureau January 2003 - March 2004
Silverdale Beach Hotel July 2001 - January 2003
Poulsbo Wine Cellar & Cafe April 1998 - March 2001
ShowAce Tradeshow Management & Event Consulting April 1994 - April 1998
Interop Company March 1988 - January 1994
A.P.I.C.S. Santa Clara Valley Chapter March 1981 - June 1988
Skills
Customer Relations, New Business Development, Contract Negotiations, Customer Service, Contract Negotiation, Sales, Marketing, Selling, Training, Business Development, Management, Negotiation, Event Management, Event Planning
Education
Kaplan University 2010 — 2010
Real Estate
Patricia Stevens College, SF 1971 — 1973
Business/ Retail/ Interior Design
Zip Realty June 2010 - Present
New York Life Insurance Company April 2009 - June 2010
Alderbrook Resort & Spa July 2005 - April 2009
The Tacoma Club March 2004 - June 2005
Tacoma Regional Convention + Visitor Bureau January 2003 - March 2004
Silverdale Beach Hotel July 2001 - January 2003
Poulsbo Wine Cellar & Cafe April 1998 - March 2001
ShowAce Tradeshow Management & Event Consulting April 1994 - April 1998
Interop Company March 1988 - January 1994
A.P.I.C.S. Santa Clara Valley Chapter March 1981 - June 1988
Skills
Customer Relations, New Business Development, Contract Negotiations, Customer Service, Contract Negotiation, Sales, Marketing, Selling, Training, Business Development, Management, Negotiation, Event Management, Event Planning
Education
Kaplan University 2010 — 2010
Real Estate
Patricia Stevens College, SF 1971 — 1973
Business/ Retail/ Interior Design
JORDAN GOTTLIEB's New York Life Insurance Company Experience March 2004 - Present
Job AGENT at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities, LLC March 2004 - Present
New York Life Insurance Company March 2004 - Present
Bindley Western Pharmaceutical Wholesaler August 1991 - August 1995
Fordham Auto Radio August 1982 - January 1991
Education
Kansas State University 1978 — 1982
Bachelor's degree, Agricultural Economics
SUNY Delhi 1976 — 1978
Associate's degree, General Agriculture
NYLIFE Securities, LLC March 2004 - Present
New York Life Insurance Company March 2004 - Present
Bindley Western Pharmaceutical Wholesaler August 1991 - August 1995
Fordham Auto Radio August 1982 - January 1991
Education
Kansas State University 1978 — 1982
Bachelor's degree, Agricultural Economics
SUNY Delhi 1976 — 1978
Associate's degree, General Agriculture
Michael Trott's New York Life Insurance Company Experience June 2010 - May 2011
Job Project Accountant at BELFOR Property Restoration
Industry Accounting
Experience
BELFOR Property Restoration February 2014 - Present
Rider University Store - Follett Higher Education Group (0868) November 2011 - November 2013
New York Life Insurance Company June 2010 - May 2011
Tyco International February 2010 - April 2010
Healthcare Services Group November 2009 - December 2009
Tyco International January 2008 - June 2009
The Hibbert Group May 2007 - September 2007
Vector Marketing May 2005 - January 2007
State Street Bank May 2006 - September 2006
Skills
Accounting, Finance, Access, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Corporate Tax, Management, Time Management, Public Speaking, Research, Insurance, Spreadsheets, Sales, Mutual Funds, Financial Analysis, Financial Reporting, Financial Planners, Auditing, Customer Service, Recruiting, Employee Benefits, Sales Management, Marketing, Sarbanes-Oxley Act, QuickBooks, Tax, Analysis, Forecasting, General Ledger, Tax Returns, Income Tax, Process Improvement, Internal Audit, SAP, Data Analysis, US GAAP, Cash Flow, Internal Controls, Financial Statements, Business Analysis, Inventory Management, Teamwork, Financial Accounting, GAAP, Leadership, Business Planning, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
MBA, Accounting
Rider University 2004 — 2008
BSBA, Accounting, Finance
BELFOR Property Restoration February 2014 - Present
Rider University Store - Follett Higher Education Group (0868) November 2011 - November 2013
New York Life Insurance Company June 2010 - May 2011
Tyco International February 2010 - April 2010
Healthcare Services Group November 2009 - December 2009
Tyco International January 2008 - June 2009
The Hibbert Group May 2007 - September 2007
Vector Marketing May 2005 - January 2007
State Street Bank May 2006 - September 2006
Skills
Accounting, Finance, Access, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Corporate Tax, Management, Time Management, Public Speaking, Research, Insurance, Spreadsheets, Sales, Mutual Funds, Financial Analysis, Financial Reporting, Financial Planners, Auditing, Customer Service, Recruiting, Employee Benefits, Sales Management, Marketing, Sarbanes-Oxley Act, QuickBooks, Tax, Analysis, Forecasting, General Ledger, Tax Returns, Income Tax, Process Improvement, Internal Audit, SAP, Data Analysis, US GAAP, Cash Flow, Internal Controls, Financial Statements, Business Analysis, Inventory Management, Teamwork, Financial Accounting, GAAP, Leadership, Business Planning, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
MBA, Accounting
Rider University 2004 — 2008
BSBA, Accounting, Finance
Jeffrey Hartman's New York Life Insurance Company Experience March 2011 - September 2012
Job Application Developer
Industry Information Technology and Services
Experience
PVH Corp. May 2014 - June 2014
Workforce Opportunity Services February 2013 - April 2014
Royal Bank of Scotland September 2013 - February 2014
Ericsson March 2013 - September 2013
Citi October 2012 - January 2013
New York Life Insurance Company March 2011 - September 2012
Bank of America September 2010 - March 2011
Teach for America April 2010 - August 2010
Lehman Brothers Holdings, Inc. October 2009 - April 2010
AIG Technologies August 2009 - October 2009
Skills
SQL, Access, Databases, Microsoft SQL Server, Networking, Microsoft Excel, Oracle, Program Management, Visio, Testing
Education
Kean University 1991 — 1995
Bachelors, Management
Wall High School 1978 — 1981
Bachelor of Science (B.S.), Business Management
PVH Corp. May 2014 - June 2014
Workforce Opportunity Services February 2013 - April 2014
Royal Bank of Scotland September 2013 - February 2014
Ericsson March 2013 - September 2013
Citi October 2012 - January 2013
New York Life Insurance Company March 2011 - September 2012
Bank of America September 2010 - March 2011
Teach for America April 2010 - August 2010
Lehman Brothers Holdings, Inc. October 2009 - April 2010
AIG Technologies August 2009 - October 2009
Skills
SQL, Access, Databases, Microsoft SQL Server, Networking, Microsoft Excel, Oracle, Program Management, Visio, Testing
Education
Kean University 1991 — 1995
Bachelors, Management
Wall High School 1978 — 1981
Bachelor of Science (B.S.), Business Management
Darrin Holle's New York Life Insurance Company Experience June 2009 - May 2012
Job Life Sales Relationship Manager at CreativeOne
Industry Insurance
Experience
CreativeOne May 2012 - Present
New York Life Insurance Company June 2009 - May 2012
Farm Bureau Financial Services March 2005 - June 2009
Chapman High School, Chapman, KS August 1998 - March 2005
Skills
Leadership, Recruiting, Insurance, Business Planning, Analysis, Finance, Financial Services, Securities, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Investments, Estate Planning, Long-term Care, Variable Life, Family Planning, Succession Planning, Risk Management, Wealth Management, Wealth Management..., Critical Illness, Multi-generational..., Multi-generational..., Charitable Trusts, Irrevocable Life..., Retirement Plan..., Non-Qualified Deferred..., Executive Benefit..., Asset Management, Wealth Preservation..., Intergenerational..., Wealth Accumulation...
Education
Kansas State University 1993 — 1997
Bachelor of Science, Agricultural Education
Marysville High School 1989 — 1993
CreativeOne May 2012 - Present
New York Life Insurance Company June 2009 - May 2012
Farm Bureau Financial Services March 2005 - June 2009
Chapman High School, Chapman, KS August 1998 - March 2005
Skills
Leadership, Recruiting, Insurance, Business Planning, Analysis, Finance, Financial Services, Securities, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Investments, Estate Planning, Long-term Care, Variable Life, Family Planning, Succession Planning, Risk Management, Wealth Management, Wealth Management..., Critical Illness, Multi-generational..., Multi-generational..., Charitable Trusts, Irrevocable Life..., Retirement Plan..., Non-Qualified Deferred..., Executive Benefit..., Asset Management, Wealth Preservation..., Intergenerational..., Wealth Accumulation...
Education
Kansas State University 1993 — 1997
Bachelor of Science, Agricultural Education
Marysville High School 1989 — 1993
Francis (Frank) Blau, MSM's New York Life Insurance Company Experience May 2012 - December 2014
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
The Merritt Agency December 2014 - Present
New York Life Insurance Company May 2012 - December 2014
Eastern Tool Warehouse October 2008 - March 2012
Mitchell1 October 2001 - April 2008
2004-2008 January 2001 - January 2004
SNAPPER January 2000 - January 2001
NATIONAL POWER EQUIPMENT COMPANY January 1996 - January 2000
Skills
Sales Management, Sales Process, Customer Satisfaction, Cold Calling, Proposal Writing, Business Acumen, Command Skills, Conflict Management, Customer Focus, Decision Making, Delegation, Developing Direct..., Directing Others, Managing Diversity, Ethics and Values, Hiring and Staffing, Humor, Integrity and Trust, Listening Skills, Motivating Others, Negotiation, Organizing, Dealing with Paradox, Patience, Perspective, Planning, Presentation Skills, Problem Solving, Drive for Results, Strategic Agility, Building Effective Teams, Time Management, Managing Vision and..., Written Communication, Composure, Informing, Managing Through Systems, Self-knowledge, Priority Setting, Managerial Courage, Team Building, Management, Sales, Direct Sales, Profit, Project Planning, Retail, Leadership, Business Development
Education
Kaplan University 2011 — 2013
Master of Science in Management, Leadership, 3.6
Kaplan University 2007 — 2010
Bachelor of Science, Management, Sales and Marketing
Kaplan University 2005 — 2007
A.A.S.B.S., Sales/Marketing
The Merritt Agency December 2014 - Present
New York Life Insurance Company May 2012 - December 2014
Eastern Tool Warehouse October 2008 - March 2012
Mitchell1 October 2001 - April 2008
2004-2008 January 2001 - January 2004
SNAPPER January 2000 - January 2001
NATIONAL POWER EQUIPMENT COMPANY January 1996 - January 2000
Skills
Sales Management, Sales Process, Customer Satisfaction, Cold Calling, Proposal Writing, Business Acumen, Command Skills, Conflict Management, Customer Focus, Decision Making, Delegation, Developing Direct..., Directing Others, Managing Diversity, Ethics and Values, Hiring and Staffing, Humor, Integrity and Trust, Listening Skills, Motivating Others, Negotiation, Organizing, Dealing with Paradox, Patience, Perspective, Planning, Presentation Skills, Problem Solving, Drive for Results, Strategic Agility, Building Effective Teams, Time Management, Managing Vision and..., Written Communication, Composure, Informing, Managing Through Systems, Self-knowledge, Priority Setting, Managerial Courage, Team Building, Management, Sales, Direct Sales, Profit, Project Planning, Retail, Leadership, Business Development
Education
Kaplan University 2011 — 2013
Master of Science in Management, Leadership, 3.6
Kaplan University 2007 — 2010
Bachelor of Science, Management, Sales and Marketing
Kaplan University 2005 — 2007
A.A.S.B.S., Sales/Marketing
Gabriel Bonebrake's New York Life Insurance Company Experience November 2014 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company December 2010 - November 2014
Freelance August 2007 - December 2011
Safe Horizon July 2010 - August 2010
Regional AIDS Project August 2007 - May 2010
Kansas State VITA Program January 2008 - March 2009
Skills
Strategic Financial..., Customer Service, Team Leadership, Finance, Customer Satisfaction, Human Resources, Accounts Payable, Budgets, Nonprofits, Analysis, Financial Analysis, Insurance, Microsoft Excel, Retirement Planning, Risk Management, Financial Planning
Education
Kansas State University 2001 — 2009
Bachelor of Science, Business Administration; Financial Controllership; Financial Services
Highland Community College
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company December 2010 - November 2014
Freelance August 2007 - December 2011
Safe Horizon July 2010 - August 2010
Regional AIDS Project August 2007 - May 2010
Kansas State VITA Program January 2008 - March 2009
Skills
Strategic Financial..., Customer Service, Team Leadership, Finance, Customer Satisfaction, Human Resources, Accounts Payable, Budgets, Nonprofits, Analysis, Financial Analysis, Insurance, Microsoft Excel, Retirement Planning, Risk Management, Financial Planning
Education
Kansas State University 2001 — 2009
Bachelor of Science, Business Administration; Financial Controllership; Financial Services
Highland Community College
Isaac Sakata's New York Life Insurance Company Experience July 2009 - July 2011
Job Sales Manager at Ashley Furniture Homestore Hawaii
Industry Furniture
Experience
Ashley Furniture Homestore Hawaii July 2012 - Present
Homeworld Furiniture Sales Consultant September 2011 - July 2012
New York Life Insurance Company July 2009 - July 2011
Sears, Roebuck and Co. November 1998 - September 2009
Skills
Life Insurance, Sales, Sales Presentations, Retail, Customer Satisfaction, Customer Service, Selling, Account Management, Home, Marketing, Microsoft Excel, Team Building, Coaching, Microsoft Word, Insurance
Education
Kapiolani Community College 1998 — 2001
None, Business
Mckinley High School 1995 — 1998
Ashley Furniture Homestore Hawaii July 2012 - Present
Homeworld Furiniture Sales Consultant September 2011 - July 2012
New York Life Insurance Company July 2009 - July 2011
Sears, Roebuck and Co. November 1998 - September 2009
Skills
Life Insurance, Sales, Sales Presentations, Retail, Customer Satisfaction, Customer Service, Selling, Account Management, Home, Marketing, Microsoft Excel, Team Building, Coaching, Microsoft Word, Insurance
Education
Kapiolani Community College 1998 — 2001
None, Business
Mckinley High School 1995 — 1998
linda crumbley's New York Life Insurance Company Experience June 2014 - Present
Job Sales Development Manager
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
NYLIFE Securities LLC May 2013 - June 2014
New York Life Insurance Company April 2008 - June 2014
Aramark Healthcare April 1997 - July 2008
Skills
Business Development, Financial Services, Marketing Management, Retirement Planning, 401k Rollovers, Asset Protection, Wealth Preservation..., Succession Planning, Multi-generational..., Seminar Marketing, IRA Rollovers, Coaching, Sales Process, Strategic Planning, Time Management, Social Media Marketing, Training Delivery, New Business Development, Job Coaching, Team Leadership, Team Building, Licensed Life Insurance..., Protection..., Small Business, Key Person Protection, Investments, Gifting Strategies
Education
Mississippi State University 1977 — 1979
Bachelor's degree, Dietetics and Clinical Nutrition Services
Jones County Junior College 1975 — 1977
New York Life Insurance Company June 2014 - Present
NYLIFE Securities LLC May 2013 - June 2014
New York Life Insurance Company April 2008 - June 2014
Aramark Healthcare April 1997 - July 2008
Skills
Business Development, Financial Services, Marketing Management, Retirement Planning, 401k Rollovers, Asset Protection, Wealth Preservation..., Succession Planning, Multi-generational..., Seminar Marketing, IRA Rollovers, Coaching, Sales Process, Strategic Planning, Time Management, Social Media Marketing, Training Delivery, New Business Development, Job Coaching, Team Leadership, Team Building, Licensed Life Insurance..., Protection..., Small Business, Key Person Protection, Investments, Gifting Strategies
Education
Mississippi State University 1977 — 1979
Bachelor's degree, Dietetics and Clinical Nutrition Services
Jones County Junior College 1975 — 1977
Matthew Ueckert's New York Life Insurance Company Experience July 2012 - February 2013
Job Analyst at GWR Equities
Industry Investment Banking
Experience
GWR Equities August 2013 - Present
Episcopal High School September 2011 - Present
Straight To Step 3 Trading, Inc August 2011 - Present
New York Life Insurance Company July 2012 - February 2013
Kansas State University January 2009 - June 2010
Marcus & Millichap January 2008 - October 2008
Skills
Sales, Event Management, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Kansas State University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas A&M University 2005 — 2007
B.S., Political Science
Rice University 2002 — 2005
Sports Management, Political Science, Managerial Studies
GWR Equities August 2013 - Present
Episcopal High School September 2011 - Present
Straight To Step 3 Trading, Inc August 2011 - Present
New York Life Insurance Company July 2012 - February 2013
Kansas State University January 2009 - June 2010
Marcus & Millichap January 2008 - October 2008
Skills
Sales, Event Management, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Kansas State University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas A&M University 2005 — 2007
B.S., Political Science
Rice University 2002 — 2005
Sports Management, Political Science, Managerial Studies
Erin Koch's New York Life Insurance Company Experience December 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Birmingham Bloomfield Chamber 2014 - 2015
Compass Group North America June 2006 - December 2014
Kendall College 2001 - 2006
Skills
401k Rollovers, Annuity Sales, Business Development, Business Networking, Lifetime Income..., Life Insurance, Seminar Marketing, Customer Relations, Finance, Retirement, Customer Service, Investments, Financial Services, Retirement Planning, Small Business, Team Building, Insurance, Event Management
Education
Kendall College 2004 — 2006
B.A. Culinary, Culinary
Northwestern Michigan Community College 2001 — 2004
A.S., Culinary
Seaholm High School 1998 — 2001
New York Life Insurance Company December 2014 - Present
Birmingham Bloomfield Chamber 2014 - 2015
Compass Group North America June 2006 - December 2014
Kendall College 2001 - 2006
Skills
401k Rollovers, Annuity Sales, Business Development, Business Networking, Lifetime Income..., Life Insurance, Seminar Marketing, Customer Relations, Finance, Retirement, Customer Service, Investments, Financial Services, Retirement Planning, Small Business, Team Building, Insurance, Event Management
Education
Kendall College 2004 — 2006
B.A. Culinary, Culinary
Northwestern Michigan Community College 2001 — 2004
A.S., Culinary
Seaholm High School 1998 — 2001
Jackie Mateta, CFP(R)'s New York Life Insurance Company Experience February 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
Citizens Bank January 2013 - January 2014
Stanbic Bank 2004 - 2008
Kingdom Financial Holdings Ltd 2002 - 2004
Standard Chartered Bank 1998 - 2002
Skills
Personal Financial..., Retail Banking, Customer Service, Branch Management, Risk Management, Credit Risk, Team Building, Change Management, Investment Advisory, Financial Risk, Management, Analysis, Portfolio Management, Process Improvement, Business Strategy, Corporate Finance, Loans, Asset Management, Financial Analysis, Managerial Finance, Financial Advisory, Wealth Management
Education
CFP Board 2012 — 2013
Certified Financial Planner, Financial Planning and Services
Kaplan University 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
University of Zimbabwe 2002 — 2004
MBA, Finance
University of Zimbabwe 1993 — 1995
Agricultural Economics Honours Degree
New York Life Insurance Company February 2014 - Present
Citizens Bank January 2013 - January 2014
Stanbic Bank 2004 - 2008
Kingdom Financial Holdings Ltd 2002 - 2004
Standard Chartered Bank 1998 - 2002
Skills
Personal Financial..., Retail Banking, Customer Service, Branch Management, Risk Management, Credit Risk, Team Building, Change Management, Investment Advisory, Financial Risk, Management, Analysis, Portfolio Management, Process Improvement, Business Strategy, Corporate Finance, Loans, Asset Management, Financial Analysis, Managerial Finance, Financial Advisory, Wealth Management
Education
CFP Board 2012 — 2013
Certified Financial Planner, Financial Planning and Services
Kaplan University 2010 — 2011
Certificate in Financial Planning, Financial Planning and Services
University of Zimbabwe 2002 — 2004
MBA, Finance
University of Zimbabwe 1993 — 1995
Agricultural Economics Honours Degree
Susan Forenzo, PMP, CBAP's New York Life Insurance Company Experience November 1993 - Present
Job Business Architect, Project Manager
Industry Insurance
Experience
New York Life Insurance Company November 1993 - Present
Home Life Insurance Company April 1989 - November 1993
Skills
Data Modeling, Business Requirements, Software Project..., Insurance, PMP, ITIL, Visio, Rational Software..., Erwin, BPM, ISPF, Oracle SQL, ACORD, UML, MS Project, Database Design, SDLC, Business Analysis, Business Process Design, Enterprise Architecture, Requirements Analysis, Systems Analysis, Vendor Management
Education
Kean University 1993 — 1996
MS, Management Systems Analysis & Design
Chubb Institute 1993 — 1993
Diploma, Computer Programming
Rutgers University-New Brunswick 1983 — 1988
BA, Economics
New York Life Insurance Company November 1993 - Present
Home Life Insurance Company April 1989 - November 1993
Skills
Data Modeling, Business Requirements, Software Project..., Insurance, PMP, ITIL, Visio, Rational Software..., Erwin, BPM, ISPF, Oracle SQL, ACORD, UML, MS Project, Database Design, SDLC, Business Analysis, Business Process Design, Enterprise Architecture, Requirements Analysis, Systems Analysis, Vendor Management
Education
Kean University 1993 — 1996
MS, Management Systems Analysis & Design
Chubb Institute 1993 — 1993
Diploma, Computer Programming
Rutgers University-New Brunswick 1983 — 1988
BA, Economics
Michael Gurwell's New York Life Insurance Company Experience May 1996 - Present
Job Software Developer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 1996 - Present
Skills
SQL, C#, Java, Software Development, XML, Web Services, Unix, Java Enterprise Edition, JavaScript, Oracle, Databases, C++
Education
University of Kansas - Graduate School of Business 1990 — 1993
Masters of Business Administration (MBA)
Kansas State University 1981 — 1985
Bachelor of Science in Electrical Engineering BSEE
New York Life Insurance Company May 1996 - Present
Skills
SQL, C#, Java, Software Development, XML, Web Services, Unix, Java Enterprise Edition, JavaScript, Oracle, Databases, C++
Education
University of Kansas - Graduate School of Business 1990 — 1993
Masters of Business Administration (MBA)
Kansas State University 1981 — 1985
Bachelor of Science in Electrical Engineering BSEE
Yasin Mbodj's New York Life Insurance Company Experience April 2008 - July 2010
Job Contractor
Industry Environmental Services
Experience
Just Energy October 2011 - Present
Reliable Community Care INC September 2010 - August 2011
New York Life Insurance Company April 2008 - July 2010
Education
Kean University 2006 — 2008
BA, Political Science
University of Central Oklahoma 2004 — 2005
Just Energy October 2011 - Present
Reliable Community Care INC September 2010 - August 2011
New York Life Insurance Company April 2008 - July 2010
Education
Kean University 2006 — 2008
BA, Political Science
University of Central Oklahoma 2004 — 2005
Nickol Esguerra's New York Life Insurance Company Experience December 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Skills
Foreign Languages
Education
Kapiolani Community College 2008 — 2010
Liberal Arts and Sciences/Liberal Studies, 3.0
Moanalua High School 2004 — 2008
New York Life Insurance Company December 2011 - Present
Skills
Foreign Languages
Education
Kapiolani Community College 2008 — 2010
Liberal Arts and Sciences/Liberal Studies, 3.0
Moanalua High School 2004 — 2008
Bhaskar Burra's New York Life Insurance Company Experience June 2005 - February 2006
Job UX Solution Architect/Consultant Mobile/Portal
Industry Computer Software
Experience
Allstate November 2014 - Present
Jet Aviation October 2014 - December 2014
Panasonic Factory Solutions Company of America October 2014 - November 2014
Mars May 2012 - September 2014
Infor March 2012 - May 2012
Pfizer January 2009 - February 2012
Wyeth Pharmaceuticals February 2006 - December 2008
New York Life Insurance Company June 2005 - February 2006
Skills
SAP Portal, SAP Netweaver, SAP FIORI, SAP UI5, Ui5, AngularJS, HTML 5, SAP Screen Personas, Enterprise Portals, SAP HANA, CRM, SRM, SUP, SMP, Java Web Dynpro, Sybase Unwired Platform, ESS/MSS, J2EE, jQuery, jQuery Mobile, Websphere, ABAP, OpenUI5, TREX, Portals, JavaScript, Oracle, Open text VIM, Kapsel
Education
Lamar University 2002 — 2004
Master's degree, Computer Science, A
Kakatiya University 1997 — 2001
Bachelor of Technology (B.Tech.), Computer Science
Allstate November 2014 - Present
Jet Aviation October 2014 - December 2014
Panasonic Factory Solutions Company of America October 2014 - November 2014
Mars May 2012 - September 2014
Infor March 2012 - May 2012
Pfizer January 2009 - February 2012
Wyeth Pharmaceuticals February 2006 - December 2008
New York Life Insurance Company June 2005 - February 2006
Skills
SAP Portal, SAP Netweaver, SAP FIORI, SAP UI5, Ui5, AngularJS, HTML 5, SAP Screen Personas, Enterprise Portals, SAP HANA, CRM, SRM, SUP, SMP, Java Web Dynpro, Sybase Unwired Platform, ESS/MSS, J2EE, jQuery, jQuery Mobile, Websphere, ABAP, OpenUI5, TREX, Portals, JavaScript, Oracle, Open text VIM, Kapsel
Education
Lamar University 2002 — 2004
Master's degree, Computer Science, A
Kakatiya University 1997 — 2001
Bachelor of Technology (B.Tech.), Computer Science
Raymond Lamaute's New York Life Insurance Company Experience July 2012 - Present
Job Director at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company April 2010 - July 2012
Skills
Visual Basic, VB.NET, VBScript, COBOL, Oracle SQL, Fixed Annuities, Retirement Planning, SDLC, VBA, Retirement
Education
Kean University 1978 — 1981
Bachelor's degree, Economics
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company April 2010 - July 2012
Skills
Visual Basic, VB.NET, VBScript, COBOL, Oracle SQL, Fixed Annuities, Retirement Planning, SDLC, VBA, Retirement
Education
Kean University 1978 — 1981
Bachelor's degree, Economics
Daniel Odell's New York Life Insurance Company Experience September 2011 - December 2011
Job Branch Manager II, Assistant Vice President at PNC
Industry Banking
Experience
PNC November 2014 - Present
PNC December 2013 - November 2014
PNC August 2012 - December 2013
PNC May 2012 - August 2012
Menards January 2007 - August 2012
New York Life Insurance Company September 2011 - December 2011
C & M Electric July 2004 - August 2006
Skills
Coaching, Outside Sales, Customer Service, Microsoft Excel, Outlook, Sales, PowerPoint, Microsoft Word, Time Management, Retail, Credit, Microsoft Office, Data Entry
Education
Western Michigan University 2009 — 2011
Bachelor's Degree, Finance
Kalamazoo Valley Community College 2007 — 2009
Associate's degree, Business
PNC November 2014 - Present
PNC December 2013 - November 2014
PNC August 2012 - December 2013
PNC May 2012 - August 2012
Menards January 2007 - August 2012
New York Life Insurance Company September 2011 - December 2011
C & M Electric July 2004 - August 2006
Skills
Coaching, Outside Sales, Customer Service, Microsoft Excel, Outlook, Sales, PowerPoint, Microsoft Word, Time Management, Retail, Credit, Microsoft Office, Data Entry
Education
Western Michigan University 2009 — 2011
Bachelor's Degree, Finance
Kalamazoo Valley Community College 2007 — 2009
Associate's degree, Business
Jenni Santos's New York Life Insurance Company Experience May 2012 - Present
Job Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Education
Johnson State College 2005 — 2009
BS, Sociology and Anthropology
New York Life Insurance Company May 2012 - Present
Education
Johnson State College 2005 — 2009
BS, Sociology and Anthropology
Diane Winning's New York Life Insurance Company Experience Sr. Administrative AssistantFormerly with New York Life1977 - 2013
Job Sr. Administrative Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Sr. Administrative AssistantFormerly with New York Life1977 - 2013
Education
Katherine Gibbs School
New York Life Insurance Company Sr. Administrative AssistantFormerly with New York Life1977 - 2013
Education
Katherine Gibbs School
Mayk Silveira's New York Life Insurance Company Experience July 2007 - August 2011
Job Accountant at ICAP
Industry Financial Services
Experience
ICAP May 2012 - March 2013
Merrill Lynch January 2012 - May 2012
New York Life Insurance Company July 2007 - August 2011
Skills
Financial Analysis, Accounting, Auditing, Analysis, Journal Entries
Education
Kean University 2001 — 2006
Bachelor's degree, Accouting
ICAP May 2012 - March 2013
Merrill Lynch January 2012 - May 2012
New York Life Insurance Company July 2007 - August 2011
Skills
Financial Analysis, Accounting, Auditing, Analysis, Journal Entries
Education
Kean University 2001 — 2006
Bachelor's degree, Accouting
Karrie McHugh's New York Life Insurance Company Experience August 2008 - August 2012
Job Accounts Payable Specialist at West Florida Supply Chain/HCA
Industry Financial Services
Experience
West Florida Supply Chain/HCA August 2014 - Present
New York Life Insurance Company August 2008 - August 2012
ImageCare Maintenance Services March 2007 - January 2008
Burns & Wilcox September 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Proficient Typing Skills, Accurate Data Entry, Multi-line Phone, Spreadsheets, Research, Training Manuals, Invoicing, Accounts Payable, Accounts Receivable, Account Reconciliation, Customer Service, Data Entry, Accounting, Employee Benefits
Education
DeVry University's Keller Graduate School of Management-Florida 2012 — 2012
Master of Arts (MA), Human Resources Management and Services, 3.7
DeVry University's Keller Graduate School of Management-Florida 2010 — 2012
Master of Business Administration (MBA), Business with concentration in Human Resources, 3.7
Western Governors University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.0
West Florida Supply Chain/HCA August 2014 - Present
New York Life Insurance Company August 2008 - August 2012
ImageCare Maintenance Services March 2007 - January 2008
Burns & Wilcox September 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Proficient Typing Skills, Accurate Data Entry, Multi-line Phone, Spreadsheets, Research, Training Manuals, Invoicing, Accounts Payable, Accounts Receivable, Account Reconciliation, Customer Service, Data Entry, Accounting, Employee Benefits
Education
DeVry University's Keller Graduate School of Management-Florida 2012 — 2012
Master of Arts (MA), Human Resources Management and Services, 3.7
DeVry University's Keller Graduate School of Management-Florida 2010 — 2012
Master of Business Administration (MBA), Business with concentration in Human Resources, 3.7
Western Governors University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.0
Aaron Shea's New York Life Insurance Company Experience December 2014 - Present
Job Life and Annuity New Business Rep at New York Life Insurance Company
Industry Writing and Editing
Experience
New York Life Insurance Company December 2014 - Present
Dish Network January 2010 - August 2013
Dish Network August 2008 - December 2010
Skills
Oracle, Java, Telecommunications, Business Analysis, Requirements Analysis, Editing, HTML, Content Management, Content Development, Employee Training, Hands-on Training, Mentoring New Hires, Hiring, Terminations, Customer Service, Customer Satisfaction, Employee Management, Supervisory Skills, Customer Retention, Training, Microsoft Office, Management, Microsoft Excel, Leadership, Troubleshooting
Education
Kansas State University 1996 — 2002
Bachelor of Science (BS), History
New York Life Insurance Company December 2014 - Present
Dish Network January 2010 - August 2013
Dish Network August 2008 - December 2010
Skills
Oracle, Java, Telecommunications, Business Analysis, Requirements Analysis, Editing, HTML, Content Management, Content Development, Employee Training, Hands-on Training, Mentoring New Hires, Hiring, Terminations, Customer Service, Customer Satisfaction, Employee Management, Supervisory Skills, Customer Retention, Training, Microsoft Office, Management, Microsoft Excel, Leadership, Troubleshooting
Education
Kansas State University 1996 — 2002
Bachelor of Science (BS), History
Christopher Irby's New York Life Insurance Company Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
U.S. Census Bureau April 2010 - August 2010
A.C. Lawrence & Company October 2006 - November 2007
Skills
Communication, Creative Problem Solving, Insurance, Leadership, Life Insurance, life insurance..., Lifetime income..., Management, Multi-generational..., New Business Development, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Retirement Planning, Risk Management, Small Business, Strategic Planning, Team Building, Teamwork, Team Leadership, Term Life Insurance, Wealth Preservation..., Whole Life Insurance, Account Management, Customer Insight, Long-term Customer..., Committed to Customer..., Licensed Life Insurance..., Business Succession..., Charitable Giving, Business Insurance..., Buy-sell Agreements, Estate Planning, Retirement
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, 3.64 GPA
New York Institute of Technology 1993 — 1998
Bachelor's Degree, Computer Science
A. Philip Randolph Campus High School 1986 — 1990
High School Diploma
New York Life Insurance Company July 2014 - Present
U.S. Census Bureau April 2010 - August 2010
A.C. Lawrence & Company October 2006 - November 2007
Skills
Communication, Creative Problem Solving, Insurance, Leadership, Life Insurance, life insurance..., Lifetime income..., Management, Multi-generational..., New Business Development, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Retirement Planning, Risk Management, Small Business, Strategic Planning, Team Building, Teamwork, Team Leadership, Term Life Insurance, Wealth Preservation..., Whole Life Insurance, Account Management, Customer Insight, Long-term Customer..., Committed to Customer..., Licensed Life Insurance..., Business Succession..., Charitable Giving, Business Insurance..., Buy-sell Agreements, Estate Planning, Retirement
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, 3.64 GPA
New York Institute of Technology 1993 — 1998
Bachelor's Degree, Computer Science
A. Philip Randolph Campus High School 1986 — 1990
High School Diploma