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
Bret Clark Bret Clark Greater Boston Area Details
Bret Clark's New York Life Insurance Company Experience May 2014 - August 2015
Job Regional Sales Director at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  September 2015 - Present
NYLIFE Securities LLC  August 2014 - August 2015
New York Life Insurance Company   May 2014 - August 2015

Skills
401k Rollovers, Retirement Planning, Variable Annuities, Annuity Sales, Life Insurance, Retirement, Estate Planning, Teamwork, Sales

Education
Assumption College   2010 — 2014
Bachelor of Business Administration (BBA), with a Minor in Finance

Jie Du Jie Du Greater New York City Area Details
Jie Du's New York Life Insurance Company Experience July 2015 - Present
Job Event Planner, Marketing Coordinator
Industry Marketing and Advertising
Experience
New York Life Insurance Company   July 2015 - Present
Pacific Holidays   April 2015 - July 2015
Arkansas State University  August 2013 - December 2014
Arkansas State University  August 2012 - June 2013
Arkansas State University  February 2012 - May 2012

Skills
Event Planning, Student Affairs, Microsoft Office, Editing, Higher Education, PowerPoint, Teamwork, Research, Data Analysis, Public Speaking, Tutoring, Customer Service, Digest Editing, Teaching, Facebook, Social Media Marketing

Education
Arkansas State University   2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General

Beijing University of Post and Telecommunications   2006 — 2010
Bachelor of Engineering (B.E.), Information Engineering

Derrick Griffin Derrick Griffin Euless, Texas Details
Derrick Griffin's New York Life Insurance Company Experience February 2013 - June 2014
Job Aircraft Dispatcher / Flight Operations Specialist at Ridgeway Group, Inc (FAA Contractor)
Industry Airlines/Aviation
Experience
Ridgeway Group, Inc (FAA Contractor)   June 2014 - Present
DPP Films, LLC   October 2010 - Present
New York Life Insurance Company   February 2013 - June 2014
Platinum Air Group   December 2003 - July 2010
Bombardier Aerospace  July 2000 - August 2001

Skills
Series 7, Financial Services, LOMA - Associate, Life..., LOMA - Associate,..., Licensed Life & Health..., Licensed Property &..., Federal Aviation..., FAA Licensed Dispatcher

Education
Oklahoma State University   2014 — 2017
Master of Science (M.S.), Aeronautics/Aviation/Aerospace Science and Technology, General

University of North Texas   2010 — 2013
Bachelor of Business Administration (B.B.A.), Risk Management, Insurance and Financial Services

Airline Flight Dispatch Training Center   2000 — 2000
Federal Aviation Administration Dispatch License, Aviation/Airway Management and Operations

Art Institute of Dallas   1994 — 1996
Associate of Arts and Sciences (A.A.S.), Music Business and Video Production

Sean Keeley Sean Keeley Louisville, Kentucky Details
Sean Keeley's New York Life Insurance Company Experience October 2014 - Present
Job Agent with New York Life helping families and nonprofits secure their financial futures.
Industry Insurance
Experience
New York Life Insurance Company   October 2014 - Present
ERMC  May 2010 - January 2015
Youngers Creek Baptist Church   2013 - 2014
Mt Freedom Baptist Church   May 2010 - February 2013

Skills
Biblical Studies, Youth Ministry, Teaching, Preaching, Life Insurance, Long Term Care Insurance, 401k Rollovers, Fixed Annuities, Retirement Planning, Personal Finance, Buy-sell Agreements, Estate Planning, Protection Planning, Leadership, Management, Family Development, Novels, Customer Service, Discipleship Training, Public Speaking, Community Outreach, Security, Theatre, Film, Sales, Personnel Management, Sales Operations, Computer-savvy, Early Childhood..., Operating Budgets, Novel Writing

Education
The Southern Baptist Theological Seminary   2007 — 2013
Masters of Divinity, Family Ministry and Discipleship

Asbury College   2001 — 2004
Applied Communications, Theatre/Theater

Johnny Angelone Johnny Angelone Phoenix, Arizona Area Details
Johnny Angelone's New York Life Insurance Company Experience 1987 - 1994
Job Owner/PrincipalBenefit Commerce Group & Angelone & Associates Named "Most Innovative Broker" by IHCC 2013
Industry Insurance
Experience
Benefit Commerce Group  January 2006 - Present
Angelone & Associates   January 1988 - Present
New York Life Insurance Company   1987 - 1994

Skills
Employee Benefits, Wellness Programs, Underwriting, Insurance, Life Insurance, Health Insurance, Health Care Reform, Benefits Administration, COBRA, Human Resources, Reinsurance

Education
Arizona State University - W. P. Carey School of Business   1982 — 1987
Marketing, Finance

Shabsai Shuchatowitz Shabsai Shuchatowitz Greater Chicago Area Details
Shabsai Shuchatowitz's New York Life Insurance Company Experience January 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2012 - Present
NYLIFE Securities LLC  January 2013 - Present
Hatzalah Chicago   March 2011 - Present
Joan Dachs Bais Yaakov Elementary School   December 2010 - September 2011

Skills
Retirement Planning, Insurance, Life Insurance, Estate Planning, Retirement, Term Life Insurance, Small Business, Buy-sell Agreements, Personal Finance, Risk Management, IRA Rollovers, Financial Services, 401(k) Rollovers, Permanent Life Insurance, Multi-Tasking Skills, Networking, Business Succession..., Business Insurance..., Wealth Preservation..., Asset Protection, Sales, Customer Relations, Customer Satisfaction, Investments, Life Insurance..., Licensed in Long Term..., Succession Planning, Supplements to Employee..., Grandchild Gifting, Lifetime Income..., Public Speaking, Customer Service, Leadership, Team Building

Education
Aspen University   2010 — 2012
MBA, Finance

Investment Banking Institute   2010 — 2010
Investment Banking

Beth Medrash Govoha   2006 — 2010
Bachelor, Law

Investools   2007 — 2008
Master, Investing

Kayla McAlpin Kayla McAlpin Phoenix, Arizona Area Details
Kayla McAlpin's New York Life Insurance Company Experience November 2011 - April 2012
Job Analyst, Service Provider Management at FacilitySource
Industry Logistics and Supply Chain
Experience
FacilitySource  March 2015 - Present
FacilitySource  June 2014 - March 2015
Dwellworks  May 2013 - June 2014
Dwellworks, LLC  June 2012 - May 2013
New York Life Insurance Company   November 2011 - April 2012
SB5 Enterprises   August 2011 - March 2012
Aeropostale  October 2007 - August 2008

Skills
Supply Chain Management, Time Management, Customer Service, PowerPoint, Teamwork, Data Analysis, Analysis, Microsoft Excel, Leadership, Marketing, Sales, Microsoft Office, Event Planning, Recruiting, Management, Microsoft Word

Education
Arizona State University, W. P. Carey School of Business   2008 — 2012
Bachelor of Science (B.S.), Supply Chain Management and Marketing

Autonomous University of Barcelona   2011 — 2011
Marketing

Gary J Miller Gary J Miller Scottsdale, Arizona Details
Gary J Miller's New York Life Insurance Company Experience June 1989 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Cypress Strategies (AZ)   June 1989 - Present
New York Life Insurance Company   June 1989 - Present
NYLIFE Securities LLC  June 1989 - Present

Skills
Life Insurance, Retirement, Retirement Planning, IRAs, Fixed Annuities, Wealth Accumulation, Long Term Care Insurance, Financial Planners, Long-term Care, Wealth Management, Disability Insurance, Estate Planning, Term Life Insurance, Mutual Funds, Strategic Financial..., 401k

Education
Arizona State University, W. P. Carey School of Business   1980 — 1984

St. Mary's HS

Paul Rivers Paul Rivers Greater Denver Area Details
Paul Rivers's New York Life Insurance Company Experience September 2013 - March 2014
Job .
Industry Accounting
Experience
New York Life Insurance Company   September 2013 - March 2014
Nordy's BBQ & Grill   July 2009 - September 2013

Skills
Life Insurance, Retirement Planning, Mutual Funds, Tax Savings, Customer Service, Finance, Strategic Financial..., Wealth Management, College Education..., Asset Allocation, Relationship Management, Credit, Financial Services, Financial Advisory, Portfolio Management

Education
Colorado State University   2001 — 2004
Bachelor's degree, Political Science, Economics (Minor)

Arizona State University   2000 — 2001

Centaurus High School   1996 — 2000

Louisville Middle School   1993 — 1996

Joel Flaningan Joel Flaningan Fort Wayne, Indiana Area Details
Joel Flaningan's New York Life Insurance Company Experience February 2009 - Present
Job Financial Professional, Agent
Industry Financial Services
Experience
New York Life Insurance Company   February 2009 - Present

Skills
Insurance, Investments, Microsoft Office, Long Term Care, Customer Service, Annuities, Retirement Planning, Customer Relations, Fixed Annuities, Long-term Care, Building Relationships, Estate Planning, 401k Rollovers, Term Life Insurance, Retirement, Life Insurance, IRAs, Real Estate

Education
Auburn University   2002 — 2003

Indiana University—Purdue University Fort Wayne   1995 — 2000

Taylor Smith Taylor Smith Scottsdale, Arizona Details
Taylor Smith's New York Life Insurance Company Experience March 2010 - August 2011
Job MidMarket Account Executive at Yelp
Industry Marketing and Advertising
Experience
Yelp  April 2015 - Present
Yelp  September 2013 - January 2015
Yelp  September 2011 - August 2013
New York Life Insurance Company   March 2010 - August 2011
Target  2007 - 2010

Education
Arizona State University

Waubonsie Valley High School

Bryan Buzzard Bryan Buzzard Scottsdale, Arizona Details
Bryan Buzzard's New York Life Insurance Company Experience April 1983 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cypress Strategies (AZ)   April 1983 - Present
New York Life Insurance Company   April 1983 - Present
Eagle Strategies, LLC  April 1983 - Present
NYLIFE Securities LLC  April 1983 - Present

Skills
Philanthropy, Irrevocable Life..., Licensed in Long-Term..., Small Business, Key Person Protection, Multi-generational..., Gifting Strategies

Education
Arizona State University   1978 — 1982
Business Administration and Management, General

Justin Vogel Justin Vogel Scottsdale, Arizona Details
Justin Vogel's New York Life Insurance Company Experience January 2010 - January 2013
Job Business Development Director at Televerde
Industry Marketing and Advertising
Experience
Televerde  2014 - Present
Skillsoft  January 2013 - 2014
New York Life Insurance Company   January 2010 - January 2013
Technology in Motion   2006 - 2008

Skills
Sales, Sales Process, Leadership, Salesforce.com, Strategy, New Business Development, Business Development, Networking, Sales Management, Marketing, Outsourcing, Outside Sales, Lead Generation, CRM, Sales Cycle Management, Leadership Development, Demand Generation, Marketing Automation, Eloqua, SaaS, Account Management

Education
Arizona State University
Bachelor's degree

Charles Frankian Charles Frankian Greater Boston Area Details
Charles Frankian's New York Life Insurance Company Experience 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company   2011 - Present
HR Consultant of MA   December 2008 - September 2011
The Home Depot  March 2003 - July 2008
Tri-Boro Benefits Group   January 2001 - January 2003
City of Malborough, MA   May 1997 - September 2001
Town of Framingham, MA   January 1992 - May 1997
City of Lowell, MA  August 1988 - December 1991

Skills
Life Insurance, Small Business, Retirement Planning, Insurance, Asset Protection, Key Person Protection, Gifting Strategies, Protection..., Annuity Sales, 401 (K) Rollovers, Wealth Preservation..., IRA Rollovers, Business Insurance..., Financial Services, Networking, Licensed in Long Term..., Whole Life Insurance, Term Life Insurance, Variable Annuities, Lifetime Income...

Education
Suffolk University - Sawyer School of Management   1980 — 1982
MPA

Assumption College   1975 — 1979
BA

Doherty High School Worcster MA

Jessica (Mayfield) Farringer Jessica (Mayfield) Farringer Redmond, Oregon Details
Jessica (Mayfield) Farringer's New York Life Insurance Company Experience October 2013 - Present
Job Associated Person at New York Life Insurance Company
Industry Higher Education
Experience
New York Life Insurance Company   October 2013 - Present
Central Oregon Community College  August 2011 - September 2013
T-Mobile  May 2008 - August 2011
Tillamook County Creamery Association  August 2007 - December 2007
US Army  October 2002 - September 2006

Skills
Research, Teaching, Leadership, Event Planning, Higher Education, Critical Thinking, Training, Editing

Education
Ashford University   2014 — 2017

Central Oregon Community College   2011 — 2013

Morgan (Fry) Murray, MA Morgan (Fry) Murray, MA Savanna, Illinois Details
Morgan (Fry) Murray, MA's New York Life Insurance Company Experience March 2012 - March 2013
Job Quality Assurance and HR Manager at KBC, Inc
Industry Construction
Experience
COUNTRY Financial®  May 2014 - June 2015
Park Vista Senior Housing Management   2013 - 2014
Ashford University  January 2011 - 2014
New York Life Insurance Company   March 2012 - March 2013
Ashford University  July 2008 - March 2012
Nate's Riverview Pizza Pub   2002 - 2010

Skills
Staff Development, Leadership Development, Leadership, Public Speaking, Research, Adult Education, Strategic Planning, Higher Education, Training, Coaching, Instructional Design, Social Media, Customer Service, Student Financial Aid, Fundraising, Marketing, Human Resource..., Strategic Human..., Organizational..., Employee Training, Complex Project..., Marketing Communications, Employee Relations, Employee Management, Operational Risk..., CampusVue, Academic Advising, Academic Administration, Organizational..., Cross-functional Team..., Educational Leadership, Educational Consulting, Higher Education...

Education
Ashford University   2008 — 2010
Master of Arts (MA), Organizational Management and Public Administration

St. Ambrose University   2006 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Wayne H. Hildebrand Wayne H. Hildebrand Phoenix, Arizona Area Details
Wayne H. Hildebrand's New York Life Insurance Company Experience 2012 - Present
Job Think Smart. Think Ahead. Protecting your Tomorrow, Today!
Industry Financial Services
Experience
New York Life Insurance Company   2012 - Present
Health Choice Arizona  August 2010 - March 2012
Equinox  2004 - 2006

Skills
Public Speaking, Leadership, Coaching, Sales Operations, Life Insurance, Financial Services, Communication, Microsoft Office, Leadership Development, Strategic Planning, Insurance, PowerPoint, Microsoft Excel, Marketing, Access, Customer Service, Research, Fundraising, Training, Data Analysis, Team Building, Sales, Finance

Education
Arizona State University   2008 — 2010
Exercise & Wellness (BS), Health Promotion

Radford University   2003 — 2006
Exercise & Wellness

Brian Robison Brian Robison Dallas/Fort Worth Area Details
Brian Robison's New York Life Insurance Company Experience May 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2015 - Present
Transport Risk Management, Inc.   November 2014 - March 2015
AirSure Limited  January 2008 - June 2014

Skills
Employee Benefits, Customer Service, Sales, Team Building, Account Management, Strategy, 401k Rollovers, Business Succession..., Buy-sell Agreements, Licensed Life and..., Lifetime Income..., Protection..., Succession Planning, Wealth Preservation..., Networking

Education
Art Institute of Dallas   1995 — 2000

Timeka Glass Timeka Glass Greater Atlanta Area Details
Timeka Glass's New York Life Insurance Company Experience January 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2014 - Present
Mary Kay Independent Business Owner  March 2007 - May 2013
National PTA  August 2011 - May 2012
Macy's  October 2011 - January 2012
BlueLinx Corporation  February 2004 - August 2008
Metropolitan Atlanta Rapid Transit Authority  November 2001 - July 2002

Skills
Direct Sales, Term Life Insurance, Business Insurance..., Employee Benefits, Fixed Annuities, Legacy Planning, Long Term Care Insurance, Permanent Life Insurance, Whole Life Insurance, Retirement Income...

Education
Georgia State University   2010 — 2013
Bachelor of Arts (B.A.), Economics

Atlanta Metropolitan College   2001 — 2003
Associate's degree, Business Administration and Management, General

Frederick Douglass High School

Jeremy Crews Jeremy Crews Huntsville, Alabama Area Details
Jeremy Crews's New York Life Insurance Company Experience June 2012 - April 2013
Job Financial Advisor for BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass  May 2013 - Present
New York Life Insurance Company   June 2012 - April 2013
BB&T  August 2009 - June 2012
Colonial Bank  December 2007 - August 2009
Northwestern Mutual Financial Network  May 2006 - September 2006

Skills
Financial Analysis, Small Business Lending, Banking, Credit, Loans, Commercial Banking, Commercial Lending, Consumer Lending, Finance, Insurance, Investments, Management, Mortgage Lending, Portfolio Management, Retail Banking, Retirement Planning, Strategic Financial..., Training, Wealth Management, Series 63, Fixed Annuities, Life Insurance, Mutual Funds, Investment Advisory, Securities, Retirement, Financial Advisory, Asset Management, IRAs, Asset Allocation, Investment Strategies, Series 6, Long-term Care, Wealth, Series 7, Financial Services, Financial Planning

Education
BB&T University   2011 — 2011
Bachelors of Science, Finance

Auburn University   2003 — 2007
Bachelor of Science, Finance

Auburn University   2003 — 2007
Degree: Bachelor, Business Finance

State of Alabama Department of Insurance
License, Life & Health

Pathik Patel Pathik Patel Orlando, Florida Area Details
Pathik Patel's New York Life Insurance Company Experience July 2010 - July 2012
Job Head of Operations at AJS Real Site Development
Industry Financial Services
Experience
AJS Real Site Development   November 2006 - Present
ECS Motorsports   October 2004 - Present
New York Life Insurance Company   July 2010 - July 2012

Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Investments, Strategic Financial..., Wealth Management, IRAs, Estate Planning, Insurance, Long-term Care, Financial Services

Education
Ashford University   2010 — 2012
Master of Business Administration (MBA), Finance, General

University of Central Florida   2004 — 2010
Bachelor of Science (BS), Accounting and Finance

Scott MacDougall Scott MacDougall Wyanet, Illinois Details
Scott MacDougall's New York Life Insurance Company Experience LSA 5State Farm Insurance2006 - 2009
Job Monitor Productions
Industry Marketing and Advertising
Experience
New York Life Insurance Company   LSA 5State Farm Insurance2006 - 2009
Vector Marketing  2001 - 2003

Education
Northern Illinois University   2002 — 2003
BA, Marketing

Arizona State University   2000 — 2001
BA, Architecture

College of DuPage   1997 — 2000
as, Architecture

Naperville Central   1994 — 1997

Keegan O'Rahilly Keegan O'Rahilly Greater Chicago Area Details
Keegan O'Rahilly's New York Life Insurance Company Experience March 2015 - Present
Job Determined to help others reach their financial goals | Agent with New York Life
Industry Investment Management
Experience
New York Life Insurance Company   March 2015 - Present
Arizona State University  August 2010 - May 2014
Compass Automation  June 2012 - September 2012
CLIC Sargent  May 2012 - July 2012
Aspen Marketing Services  May 2010 - August 2011

Skills
Marketing, Social Media Marketing, Social Media, Business Development, Direct Marketing, Advertising, Email Marketing, Creative Direction, Creative Strategy, Finance, Financial Analysis, Integrated Marketing, Direct Mail, Relationship Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Digital Strategy, Account Management, Microsoft Excel, PowerPoint, Web Marketing, Website Development, Product Innovation, Small Business Marketing, Small Business, Team Leadership

Education
Arizona State University   2010 — 2014
Bachelor's Degree, Finance

Tiffany O'Hearn Tiffany O'Hearn Westborough, Massachusetts Details
Tiffany O'Hearn's New York Life Insurance Company Experience May 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2014 - Present
Verizon FIOS  August 2013 - April 2014
AvalonBay Communities  February 2012 - August 2013
Boston Sports Club  July 2011 - January 2012
Personal Trainer  January 2011 - January 2012
Town Sports International  July 2010 - July 2011

Skills
Insurance, Personal Finance, Risk Management, Annuity Sales, Life Insurance..., Lifetime Income..., Building Relationships, Management, Life Insurance, Creative Problem Solving, Retirement Planning, Education Funding..., Business Networking, Estate Planning, Wealth Transfer..., Sales, Training, Buy-sell Agreements, Event Planning, Team Building, Social Media, Fitness, Healthcare, Personal Training, Public Speaking, Fitness Training, Nutrition, Coaching, Customer Service, Marketing, Sales Management, Negotiation, Small Business, Event Management, Fundraising, Leadership Development, Account Management, Gifting Strat

Education
Assabet Valley Regional Technical School   1996 — 2000

NASM
CPT

Papa Dia Papa Dia Greater New York City Area Details
Papa Dia's New York Life Insurance Company Experience June 2014 - Present
Job Dedicated New York Life Agent helping to protect families and business in the Greater New York area.
Industry Insurance
Experience
New York Life Insurance Company   June 2014 - Present

Skills
Retirement Planning, Term Life Insurance, 401k Rollovers, Time Management, Small Business, Permanent Life Insurance, Education Funding..., Estate Planning, IRA Rollovers, Multi-tasking Skills, Lifetime Income..., Key Person Protection, Fixed Annuities, Licensed in Long-Term..., Financial Planning, Sales, IRAs

Education
ASA Institute of Business and Computer Technology   2010 — 2012
Associate's Degree, Health Services/Allied Health/Health Sciences, General

Andrew Hallenberg Andrew Hallenberg Duluth, Georgia Details
Andrew Hallenberg's New York Life Insurance Company Experience November 1987 - Present
Job Vice President of Zone Administration at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 1987 - Present

Skills
Customer Service, Financial Services, Insurance, Leadership, Life Insurance

Education
Georgia State University   1982 — 1986
Bachelor's Degree

Auburn University

James McCoy FLMI, LUTCF, CLU James McCoy FLMI, LUTCF, CLU Huntsville, Alabama Details
James McCoy FLMI, LUTCF, CLU's New York Life Insurance Company Experience April 2002 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC  August 2002 - Present
New York Life Insurance Company   April 2002 - Present
Osborne's Jewelerw   May 2000 - March 2002
Mutual Savings Life Ins Co   February 1973 - May 2000

Skills
Wealth Preservation..., Wealth Transfer..., Retirement Planning, 401k Rollovers, Life Insurance..., Asset Protection, Fixed Annuities, Strategic Planning, College Savings Plans, Business Succession..., Estate Planning, Investments, IRA Rollovers, Licensed in Long Term..., Life Insurance, Disability Insurance, IRAs, Retirement

Education
Auburn University   1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General

Douglas High, Douglas AL

Brookelyn Urig Brookelyn Urig Newport Beach, California Details
Brookelyn Urig's New York Life Insurance Company Experience January 2008 - November 2010
Job Social Media Consultant
Industry Marketing and Advertising
Experience
Self Employed  January 2011 - Present
BestofBklyn.com   June 2009 - Present
New York Life Insurance Company   January 2008 - November 2010
Phoenix Fashion Week  August 2010 - October 2010
Maguire Steele  May 2010 - August 2010

Skills
Fashion Blogging, Social Media Marketing, Social Media Consulting, Public Relations, Photography, Personal Style, Wardrobe Analysis, Blogging, Marketing

Education
Arizona State University   2008 — 2011
Bachelor of Arts (BA), Communications

Erin Kalsi Erin Kalsi Burlington, Massachusetts Details
Erin Kalsi's New York Life Insurance Company Experience January 2010 - March 2010
Job Senior OnSite Office Services Specialist at Ricoh Business Solutions
Industry Consumer Services
Experience
Ricoh Business Solutions  September 2013 - Present
TD  June 2012 - August 2012
AllOne Health Resources  June 2011 - November 2011
USAlliance Federal Credit Union  January 2011 - March 2011
New York Life Insurance Company   January 2010 - March 2010
Kelly Services  February 2007 - February 2009
Valora Technologies  November 2006 - January 2007
Filene's  November 2001 - March 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Customer Service, Sales, Training, Leadership, Management, Outlook, Data Entry, Team Building, Public Speaking, Time Management

Education
Ashford University   2009 — 2011
B.A. Cum Laude, Business Administration, 3.64

Millennium Training Institute   2006 — 2006
Certificate, Administrative Assistant 2

Middlesex Community College   1999 — 2001
A.S., CAD Technology

David Wilson, CLU David Wilson, CLU Oneonta, Alabama Details
David Wilson, CLU's New York Life Insurance Company Experience June 1983 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 1983 - Present

Education
Auburn University   1971 — 1975

Angela Alan Angela Alan Plano, Texas Details
Angela Alan's New York Life Insurance Company Experience 2013 - Present
Job Customer Service Representative at New York Life Insurance
Industry Marketing and Advertising
Experience
New York Life Insurance Company   2013 - Present
Carlo Pazolini (USA) LLC   August 2012 - February 2013
Grand Spa  December 2010 - August 2012
Grand Spa  December 2010 - August 2012
Elizabeth Arden  August 2007 - July 2010

Skills
Customer Relations, Event Planning, Direct Sales, Microsoft Office, Product Marketing, Makeup Artistry, Styling, Creative Direction, Problem Solving, Phone Etiquette, Hospitality, Financial Planning, Real Estate Investment, Customer Service

Education
Art Institute of Dallas   2008 — 2012
Bachelor of Fine Arts, Fashion & Retail Management

Gregory Reed Gregory Reed Tampa/St. Petersburg, Florida Area Details
Gregory Reed's New York Life Insurance Company Experience March 2015 - Present
Job Learning and Development Leader | Instructional Design Specialist
Industry Professional Training & Coaching
Experience
New York Life Insurance Company   March 2015 - Present
Travelers Insurance  2013 - 2015
Travelers Insurance, Learning and Development   2010 - 2013
Travelers Insurance, Learning and Development   2005 - 2010
Travelers Insurance  1996 - 2005

Skills
Blended Learning, Performance Consulting, Needs Analysis, ADDIE, Training, Instructional Design, Training Delivery, Employee Engagement, Recruiting, Leadership Development, Insurance, Instructor-led Training, E-Learning, Performance Improvement, Training Facilitation, Learning Management, Leadership, SnagIt, Captivate, Workshop Facilitation, Employee Training, Program Management, Management, Change Management, Organizational..., Organizational..., Performance Management, Consulting

Education
Ashford University   2009 — 2010
M.A., Teaching and Learning

University of Tennessee-Knoxville   1984 — 1989
B.A., Economics

IPEC

IPEC

Wayne Antoine Wayne Antoine Greater New York City Area Details
Wayne Antoine's New York Life Insurance Company Experience December 2013 - Present
Job Client Service Analyst SR Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2013 - Present
Mercer  December 2010 - June 2013
Fidelity Investments  January 2006 - November 2009
Fidelity Investments  August 2006 - November 2008
National Financial Services Group  August 2006 - December 2006
Fidelity Investments  January 2006 - July 2006
Fidelity Investment  January 2006 - July 2006
Citigroup  January 2006 - July 2006
Veritude  August 2002 - December 2005
Veritude  August 2002 - December 2005

Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office

Education
University of Florida   1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences

University of Florida   1999 — 2002
Bachelor of Science, Exercise Sports Science

University of Florida   1999 — 2002
Bachelor of Science, Exercise Sports Science

Arkansas State University

Satellite East

Patty Kolozy Patty Kolozy Bowling Green, Ohio Details
Patty Kolozy's New York Life Insurance Company Experience 2010 - 2013
Job Human Resources Specialist at Interim HealthCare
Industry Human Resources
Experience
Interim HealthCare  November 2013 - Present
New York Life Insurance Company   2010 - 2013
Huntington National Bank  August 2008 - July 2010

Skills
Office Administration, Office Management, Human Resources, Employee Benefits, Recruiting, Customer Service, Sales, Product Marketing, Payroll, Accounts Payable, Accounts Receivable, Collections, Client Billing

Education
Ashford University   2011 — 2013
Bachelor of Arts (BA), Business Administration

Owens Community College   1995 — 1999
Associate of Arts (A.A.), Accounting and Business/Management

Brittney Dickson Brittney Dickson Raleigh-Durham, North Carolina Area Details
Brittney Dickson's New York Life Insurance Company Experience 2008 - 2009
Job Looking for new opportunities to make a positive impact in HR, Employee Relations & Compliance
Industry Human Resources
Experience
The Select Group  March 2015 - Present
Salix Pharmaceuticals  November 2014 - March 2015
Center for Shared Services  November 2013 - 2014
Corinthian Colleges  2009 - April 2013
New York Life Insurance Company   2008 - 2009
Arizona Federal Credit Union  2005 - 2007
The Mesa Legend Newspaper   2004 - 2005

Skills
Employee Training, Customer Service, Public Speaking, Staff Development, Leadership, Social Networking, Team Building, Management, Sales, Coaching, Strategic Planning, Event Management, Marketing Strategy, Marketing, Microsoft Office, Event Planning, Public Relations, Small Business, Social Media, Student Financial Aid, Training, Recruiting, Teaching, Human Resources

Education
University of Phoenix   2012 — 2014
Bachelors of Science in Business Management, Business Management and Consulting, A

Arizona State University
Public Relations, Advertising, and Applied Communication

Mesa Community College
Associate of Arts (AA), General Studies/Print Journalism/Communications

Tyson Maye Tyson Maye Mobile, Alabama Details
Tyson Maye's New York Life Insurance Company Experience March 2010 - Present
Job Helping highnet worth individuals to provide financial security and peace of mind
Industry Financial Services
Experience
New York Life Insurance Company   March 2010 - Present
New York Life Insurance Company   March 2010 - Present
Mobile County Public School System  August 2007 - May 2008

Skills
Estate Planning, Insurance, 401k Rollovers, Key Person Protection, Protection..., Asset Protection, Succession Planning, Multi-generational...

Education
Auburn University   2001 — 2005
Bachelor of Science (BS), Industrial Engineering

Reed Trautman Reed Trautman Phoenix, Arizona Area Details
Reed Trautman's New York Life Insurance Company Experience Financial Services ProfessionalNew York Life Insurance CompanyAugust 2001 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   Financial Services ProfessionalNew York Life Insurance CompanyAugust 2001 - Present

Skills
IRAs, Retirement Planning, Retirement, Life Insurance, Long Term Care Insurance, Disability Insurance, 401k Rollovers, Fixed Annuities, Term Life Insurance, Insurance

Education
Arizona State University

Dustin Holmes Dustin Holmes Montgomery, Alabama Area Details
Dustin Holmes's New York Life Insurance Company Experience August 2014 - Present
Job Agent with New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   August 2014 - Present

Skills
Project Management, Microsoft Excel, Public Speaking, Negotiation, Social Media, Customer Retention, Sales Management, Organization, Small Business, Nonprofits, Networking, Youth Mentoring, Leadership, Sales, Marketing, Life Insurance, Licensed Life Insurance..., Protection..., Education Funding..., Whole Life Insurance, Charitable Giving, Term Life Insurance, Business Insurance..., LGBT Planning, Retirement, Insurance, Finance

Education
Faulkner University   2005 — 2007
Bachelor's degree, Business Administration and Management, General

Auburn University

Auburn University

Grant Griffith, CLU, ChFC, CASL Grant Griffith, CLU, ChFC, CASL Auburn, Alabama Area Details
Grant Griffith, CLU, ChFC, CASL's New York Life Insurance Company Experience April 1999 - Present
Job Retirement Planning Life Insurance Long Term Care Planning Estate Planning
Industry Financial Services
Experience
New York Life Insurance Company   April 1999 - Present

Skills
Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, IRAs, 401k Rollovers, Estate Planning, Gifting Strategies, Key Person Protection, Wealth Preservation..., Mutual Funds, Retirement Planning

Education
Auburn University   1993 — 1997

Alabama Christian Acad.

Laura Ellington Laura Ellington Norfolk, Virginia Area Details
Laura Ellington's New York Life Insurance Company Experience September 2012 - Present
Job Licensed Service Assistant
Industry Insurance
Experience
New York Life Insurance Company   September 2012 - Present
King's Kids Preschool & Learning Center   April 2010 - November 2010
New York Life Insurance Company   April 2006 - May 2010
Bank of America  1998 - 1999

Skills
Administrative..., Spreadsheets, Data Entry, Outlook, Fax, File Management, Telephone Skills, Customer Service, Insurance, Filing, Office Management, Microsoft Excel, Office Administration, Microsoft Word, Clerical Skills, Microsoft Office, Office Equipment

Education
Ashworth College   2007 — 2008
Acccounting

Tidewater Community College   2004 — 2004
General Studies

Comischell Bradley-Rodriguez Comischell Bradley-Rodriguez Greater San Diego Area Details
Comischell Bradley-Rodriguez's New York Life Insurance Company Experience January 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2015 - Present
Kawasaki Disease Foundation   June 2009 - Present
Coldwell Banker Residential Brokerage  November 2004 - June 2015
CREO Consulting Group   January 2013 - January 2015
Del Mar Union School District  December 2008 - December 2012
UC San Diego Health System  January 2011 - August 2012
Torrey Pines Pop Warner   January 2004 - December 2008
Bradley Imports   May 1995 - May 2001
Autobus Turismos Rapidos, Inc.   October 1994 - June 1999

Skills
Special Events..., Email Marketing, Product Marketing, Team Building, Program Development, Public Speaking, Speech Writing, New Business Development, Operating Systems, Non-profits, Staff Development, Marketing, Nonprofits, Grant Writing, Event Planning, Program Management, Public Relations, Community Outreach, Management, Contract Negotiation, CRM, Fundraising, Leadership, Strategic Planning, Real Estate, Negotiation, Budgets, Sales, Sellers, Project Planning, Project Management, Recruiting, Social Networking, Entrepreneurship, Policy, Event Management, Selling, Social Media Marketing, Training, Social Media

Education
Asbury College   1986 — 1988
BA, Music

Transylvania University
Political Science and Music

Cindy Sankhagowit Cindy Sankhagowit Portland, Oregon Area Details
Cindy Sankhagowit's New York Life Insurance Company Experience February 2012 - May 2012
Job Experienced Program Manager
Industry Internet
Experience
Hydrasi, Inc   May 2012 - December 2012
New York Life Insurance Company   February 2012 - May 2012
Stenier Ranch Tennis Association   May 2011 - May 2012
Arins House, a teen center   May 2004 - February 2008
Intel Corporation  November 1999 - October 2000
Intel Corporation  October 1997 - November 1999
Intel Corporation  May 1994 - October 1997
Phelps Dodge  May 1991 - May 1994
ITT Courier \ Alcatel   May 1986 - November 1990

Skills
CICS, Erwin, Visio, VSAM, PowerBuilder, Access, IDMS, Windows, Data Warehousing, Management, Databases, Start-ups

Education
Arizona State University - W. P. Carey School of Business   1981 — 1985
B.S

Roscoe Douglas Roscoe Douglas Macon, Georgia Area Details
Roscoe Douglas's New York Life Insurance Company Experience October 1972 - October 1979
Job President at First Benefits, Inc
Industry Insurance
Experience
First Benefits, Inc   October 1979 - Present
New York Life Insurance Company   October 1972 - October 1979

Education
Georgia Southwestern   1973 — 1975
MBE, Masters of Business Education

Auburn University   1966 — 1972
BS, Industrial Management

Carla Meadows Carla Meadows Dothan, Alabama Area Details
Carla Meadows's New York Life Insurance Company Experience June 2012 - Present
Job Sales and Marketing, Consultant.
Industry Financial Services
Experience
New York Life Insurance Company   June 2012 - Present
Searle  1986 - 1990
Searle  1986 - 1990

Skills
Family Security,...

Education
Auburn University
Bachelor's degree, Education

Old Dominion University
University of West Alabama, Educational/Instructional Technology

Jerry Spivey Jerry Spivey Elberton, Georgia Details
Jerry Spivey's New York Life Insurance Company Experience June 1984 - Present
Job Life Insurance Agent and Registered Representative
Industry Financial Services
Experience
New York Life Insurance Company   June 1984 - Present
NYLIFE Securities  June 1984 - Present
Brown Transport  January 1983 - June 1984
Watkins Motor Lines  January 1980 - December 1982
Ryder Truck Lines  1978 - 1980
Roadway Express  1973 - 1978
Metropolitan Planning Commission   1973 - 1973
United States Army  June 1968 - December 1971

Skills
Insurance, Retirement, Estate Planning, Investments, Retirement Planning, Small Business, Succession Planning, 401k Rollovers, Asset Protection, Annuity Sales, CLU, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Key Person Protection, Life Insurance

Education
Armstrong Atlantic State University   1971 — 1973
B.A., Political Science with a Minor in History, 3.19

Savannah High School   1964 — 1966
Diploma, College Prep

Nicole Kupcinski Nicole Kupcinski Egg Harbor Township, New Jersey Details
Nicole Kupcinski's New York Life Insurance Company Experience May 2013 - November 2013
Job IT Project Coordinator at Spencer Gifts| Spirit Halloween
Industry Information Technology and Services
Experience
Spencer Gifts  September 2013 - Present
New York Life Insurance Company   May 2013 - November 2013
Coldwell Banker Preferred  May 2012 - October 2013
Coldwell Banker Preferred Conshohocken   May 2012 - October 2013

Skills
First Time Home Buyers, Real Estate, New Home Sales, Foreclosures, Real Estate Transactions, Project Management, IT Project & Program..., Problem Solving, Collaborative Problem...

Education
Stockton University
Business Administration and Management, General

Atlantic Cape Community College

Community College of Philadelphia

Devry University- Fort Washington, PA

Saint Joseph's University

Charles Priestley Jr Charles Priestley Jr Scottsdale, Arizona Details
Charles Priestley Jr's New York Life Insurance Company Experience May 2011 - August 2011
Job MultiLine Agent at Esurance
Industry Insurance
Experience
Esurance  November 2014 - Present
Esurance  June 2014 - November 2014
Esurance  April 2013 - June 2014
GM Financial/AmeriCredit  July 2012 - April 2013
GM Financial/AmeriCredit  July 2012 - April 2013
Speedway Insurance   February 2008 - February 2013
New York Life Insurance Company   May 2011 - August 2011
Cuben Fiber   January 2007 - May 2007
Fry's  November 2005 - May 2006

Skills
Customer Service, Sales, Recruiting, Social Media, Selling, Teamwork, Business Planning, Insurance, Marketing, Team Building

Education
Arizona State University   2007 — 2012
Bachalor of Arts, Psychology

Nikolas Cioletti Nikolas Cioletti Naples, Florida Details
Nikolas Cioletti's New York Life Insurance Company Experience August 2010 - March 2011
Job Service Advisor and Marketing at Naples Motorsports
Industry Automotive
Experience
Naples Motorsports, Inc.   August 2011 - Present
Europa Sports Products  April 2011 - August 2011
New York Life Insurance Company   August 2010 - March 2011
Great Results Landscaping   May 2009 - May 2010
Marshall Goldman Motor Sales   April 2007 - May 2009

Skills
Sales, Purchasing, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Strategic Planning, Leadership, Microsoft Word, Budgets, Team Building, Marketing Strategy, Time Management, Social Media

Education
Ashland University   2006 — 2010
Business Administration, Finance/Marketing

Allen Chan Allen Chan Greater New York City Area Details
Allen Chan's New York Life Insurance Company Experience March 2009 - April 2010
Job Front of House Manager at Honeybee Patisserie LLC
Industry Design
Experience
Honeybee Patisserie LLC   May 2015 - Present
iris worldwide  February 2011 - Present
Experian CheetahMail  April 2010 - February 2011
New York Life Insurance Company   March 2009 - April 2010
Minyanville Publishing & Multimedia   October 2009 - December 2009
Conde Nast  September 2008 - December 2008
TheStreet.com  January 2007 - September 2008
Vonage  2005 - 2006
Dandy.net   August 2005 - December 2005

Skills
CSS, Dreamweaver, XHTML, ActionScript, PHP, HTML 5, jQuery, JavaScript, Web Development, Illustrator, MySQL, User Interface Design, Flash, Adobe Fireworks, User Experience, HTML5

Education
Art Institute of Philadelphia   2001 — 2004
BA, Multimedia & Web Design

Franz Konczak Franz Konczak Mansfield, Ohio Area Details
Franz Konczak's New York Life Insurance Company Experience May 2009 - September 2009
Job MIT at Abercrombie & Fitch
Industry Financial Services
Experience
Abercrombie & Fitch  December 2010 - September 2012
Ashland University  August 2006 - February 2011
New York Life Insurance Company   May 2009 - September 2009
Shelly Acres Swim Club   May 2003 - September 2008

Skills
Finance, Microsoft Excel, Investments, Customer Service, Training, Mutual Funds, Insurance, Microsoft Office

Education
Ashland University   2006 — 2010
Bachelors, Finance, Interntional Business, Marketing

Abby Marrazzo Abby Marrazzo Raleigh-Durham, North Carolina Area Details
Abby Marrazzo's New York Life Insurance Company Experience June 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2013 - Present
Concord Hospital/ Concord Plastic Surgery   April 2011 - February 2012
Catholic Medical Center/New England Heart Institute   April 2006 - July 2011

Skills
Health Insurance, Life Insurance, Medicare, Financial Services, Strategic Financial..., Annuity Sales, Fixed Annuities, Guaranteed Lifetime..., Retirement Planning, Insurance, Employee Benefits, Retirement, 401k, Term Life Insurance, Financial Planners, IRAs, Business Planning, General Insurance, Personal Finance, Long-term Care, Customer Service, Leadership, Team Building

Education
Ashford University   2006 — 2012
Bachelor's degree, Psychology

N/A
Certification, Reflexology

Don Lichtenfelt Don Lichtenfelt Lexington, Kentucky Details
Don Lichtenfelt's New York Life Insurance Company Experience June 1972 - June 1974
Job United Methodist Pastor (Retired)
Industry Writing and Editing
Experience
Self-employed  2013 - 2013
United Methodist Church  June 1954 - June 1994
New York Life Insurance Company   June 1972 - June 1974

Education
Asbury College   1951 — 1954
Bachelor of Science (BS), Psychology

Central Michigan University   1950 — 1951

Joseph Tighe Joseph Tighe Millsboro, Delaware Details
Joseph Tighe's New York Life Insurance Company Experience October 2012 - January 2013
Job Sales
Industry Automotive
Experience
The Hertrich Group  July 2015 - Present
Hilton Grand Vacations  September 2014 - May 2015
Rapid Realty  January 2013 - September 2014
New York Life Insurance Company   October 2012 - January 2013
Aquafix Business Solutions   April 2011 - October 2012
Complete Roof Systems   March 2008 - March 2011
Prestige Land Rover   November 2006 - March 2008
The Hertrich Group  February 2005 - September 2006
Carey's Custom Home Construction   August 2002 - February 2005
RDS Inc. Coastal Beachwear   March 1999 - September 2002

Skills
Customer Service, Strategic Planning, New Business Development, Business Strategy, Microsoft Office, Marketing Strategy, Small Business, Sales Management, Coaching, Microsoft Excel, Team Building, Visual Merchandising, Training, PowerPoint, Credit Analysis, Finance, Retail Sales, Phone Skills, Contract Negotiation, Construction, Construction Drawings, Construction Management, Carpentry, Problem Solving, Public Relations, Speech, Salesforce Training, Marketing, Telephone Skills, Customer Satisfaction, Sales

Education
Ashford University   2011 — 2013
Associate's degree, Business Administration and Management, General

Dallas Scott Dallas Scott Lexington, Kentucky Area Details
Dallas Scott's New York Life Insurance Company Experience October 2005 - January 2007
Job Photographer / Owner at Dallas L. Scott Photography
Industry Photography
Experience
Dallas L. Scott Photography   2012 - Present
Logan's Uniform Rental   November 2007 - September 2013
New York Life Insurance Company   October 2005 - January 2007
Chase  September 2004 - September 2005

Skills
Operations Management, Sales Management, Inventory Management, Team Building, Apparel, Negotiation, Merchandising, Customer Service, Customer Satisfaction, New Business Development, Process Improvement, Account Management, Strategic Planning, Sales Operations, Continuous Improvement, Product Development, Forecasting, Sales, Retail, Photography, Advertising, Microsoft Office, Microsoft Excel, Team Leadership, Social Media Marketing

Education
Lindsey Wilson College   1996 — 1998
Business Adminstration

Asbury College
Business Management and Ethics

Wesley W. Morgan, CLU® Wesley W. Morgan, CLU® Cleveland/Akron, Ohio Area Details
Wesley W. Morgan, CLU®'s New York Life Insurance Company Experience May 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  May 2010 - Present
New York Life Insurance Company   May 2010 - Present

Skills
Retirement, Life Insurance, Securities, Analysis, Insurance, Tax, Long-term Care, Finance, IRAs, FINRA, Accounting, Fixed Annuities, Financial Services, Disability Insurance, Retirement Planning, Customer Service

Education
Bowling Green State University   2007 — 2009
Bachelor of Science, Business Administration: Finance

Ashland University   2006 — 2007
Marketing

Lakeland Community College   2004 — 2006
Associate, Arts

Steve Mindak Steve Mindak Phoenix, Arizona Area Details
Steve Mindak's New York Life Insurance Company Experience April 1987 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 1987 - Present

Skills
Fixed Annuities, Life Insurance, Insurance, Investments, Finance, Marketing, IRAs, Retirement Planning, Term Life Insurance, Small Business, Disability Insurance, Business Planning, Licensed in Long-Term..., Customer Insight, Estate Planning, Business

Education
Arizona State University   1981 — 1986
Bachelors, Marketing

Michael L. Hardin, CFP®, CLU®, CLF® Michael L. Hardin, CFP®, CLU®, CLF® Montgomery, Alabama Area Details
Michael L. Hardin, CFP®, CLU®, CLF®'s New York Life Insurance Company Experience February 2007 - Present
Job I'm Hiring! I'm looking for Entrepreneurial People who are interested in a career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company   February 2007 - Present
First Command Financial Planning  1998 - 2007

Skills
Certified Financial..., Coaching, Financial Recruiting, Motivational..., Pro-active Leader, Management, Training Leadership, Financial Services, Recruiting, Team Building, Training, Strategic Planning, Leadership

Education
The American College   2012 — 2012
Chartered Leadership Fellowship, Leadership and Financial Services

The American College   2011 — 2011
Chartered Life Underwriter, Financial Services

Florida Community College of Jacksonville   2005 — 2006
Certified Financial Planner, Financial Planning and Services

Auburn University   1991 — 1997
MCE, Civil Engineering

Berry High School   1988 — 1991

Gena Moore Gena Moore Tampa/St. Petersburg, Florida Area Details
Gena Moore's New York Life Insurance Company Experience June 2011 - Present
Job Agent at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company   June 2011 - Present
Ernst & Young  September 2008 - September 2010
Ernst & Young, LLP   August 2004 - September 2008
MetLife  January 2003 - January 2004
MetLife Group  January 2003 - September 2003
Ernst & Young, LLP   January 1999 - January 2003
Danka Corporation  August 1998 - January 1999
Pameco Corporation  June 1997 - August 1998
Alexander Properties Group   May 1996 - June 1997

Skills
Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, Finance, Accounting, Internal Controls, Auditing

Education
Auburn University   1992 — 1996
Bachelor's degree, Accounting

Snead State Junior College   1991 — 1992

Guntersville High School   1988 — 1991

Yvonne Tschudi Yvonne Tschudi San Francisco Bay Area Details
Yvonne Tschudi's New York Life Insurance Company Experience August 1969 - August 2000
Job Wife and mother of Solveig Tschudi Lawrence at married to Otto Tschudi May 27, 1978
Industry Retail
Experience
www.yvonnesview.com   January 2008 - Present
married to Otto Tschudi May 27, 1978   December 1974 - Present
New York Life Insurance Company   August 1969 - August 2000

Skills
Estate Planning, Employee Benefits, Marketing Strategy, Strategic Planning, Social Media, Social Media Marketing, Customer Service, Sales, Public Speaking, Microsoft Office, Sales Management, Coaching, Budgets, Account Management, Online Advertising, Leadership, Advertising, Strategy, Training, Entrepreneurship

Education
Armstrong University   1961 — 1963
BA, Business Administration

Diablo Valley College   1961 — 1963
BA, Business Administration

Tony Maguire Tony Maguire Greater New York City Area Details
Tony Maguire's New York Life Insurance Company Experience August 2010 - April 2015
Job Manager at John Hancock Financial Services
Industry Financial Services
Experience
New York Life Insurance Company   August 2010 - April 2015
TD Bank  March 2006 - October 2008
AC Maguire   October 2003 - March 2006
Wachovia Bank, N.A.   August 1993 - October 2003
The Equitable  August 1981 - August 1993
Equitable Life  1981 - 1987

Skills
Mangement, Direct Sales, Client Services, 401k, Retirement, Mutual Funds, Investments, Banking, Asset Allocation, Wealth Management, Retirement Planning, Employee Benefits, Client Service, New Business Development, Consultative Selling, Pensions, ERISA, Middle Market, Defined Benefit, IRA's, Institutional, ETFs, Asset Management, Small Business, Portfolio Management, Annuities, Retirement Services, Alternative Investments, Benefits, Fixed Income, Wealth, Asset, Benefits Administration, Group Benefits, Deferred Compensation, Executive Compensation, Retirement Income..., Business Planning, Investment Strategies, Funding, Investment Advisory, Financial Services, Finance, Investment Management, Securities, CRM, Series 6, Series 63, Financial Advisory, Relationship Management

Education
Assumption College   1970 — 1974
BA

Delbarton School   1966 — 1970
H.S. Diploma

KC Haririan, MBA, ACLO KC Haririan, MBA, ACLO Birmingham, Alabama Area Details
KC Haririan, MBA, ACLO's New York Life Insurance Company Experience March 1996 - March 1997
Job Certified Loan Officer
Industry Banking
Experience
First Federal Mortgage  May 2014 - Present
Guaranteed Rate, Inc.   December 2013 - April 2014
Aliant Bank  April 2012 - December 2013
First Federal Mortgage  November 2006 - April 2012
Coats & Co., Inc.   2006 - 2006
Lincoln Financial Advisors  April 1997 - March 2005
New York Life Insurance Company   March 1996 - March 1997

Skills
USDA, Loans, FHA, Mortgage Lending, Refinance, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, Real Estate Transactions, Investments, Referrals, Sellers, Finance, Mortgage Banking, VA loans, Loan Origination, Real Estate Economics, Credit, FHA financing, Credit Analysis, Commercial Lending, Foreclosures, Relocation, Selling, Consumer Lending, Real Estate Financing, Sales, VA Loans, FHA Financing

Education
Auburn University   1995 — 1996
Master's of Business Administration, Finance

Auburn University   1985 — 1990
Bachelor's of Science, Mathematics

Samuel S. Shafer Samuel S. Shafer Canton, Ohio Area Details
Samuel S. Shafer's New York Life Insurance Company Experience April 2014 - October 2014
Job Finance/Accounting Intern at The J.M. Smucker Company
Industry Financial Services
Experience
The J.M. Smucker Company   May 2015 - August 2015
Ashland Area Chamber of Commerce   December 2014 - May 2015
Ashland University  January 2013 - May 2015
Ashland University  September 2014 - March 2015
New York Life Insurance Company   April 2014 - October 2014
Prep Baseball Report  May 2013 - August 2013
The Ohio State University  August 2011 - January 2013
Tiffin University School of Business  May 2011 - August 2011

Skills
Teamwork, Leadership, Microsoft Office, Sports, Baseball, Microsoft Word, Public Speaking, Time Management, Event Planning, Higher Education, Customer Service, Microsoft Excel, Social Networking, Sales, Life and Health..., Event Management, Finance, Accounting

Education
Ashland University   2012 — 2015
Bachelor’s Degree, Finance, and Business Administration, Graduate

JaLeesa Gibbs JaLeesa Gibbs Montgomery, Alabama Area Details
JaLeesa Gibbs's New York Life Insurance Company Experience April 2013 - July 2013
Job Accountant at Alabama Department of Labor
Industry Accounting
Experience
Alabama Department of Labor  April 2015 - Present
Alabama State University  September 2013 - Present
Toys R Us  September 2013 - February 2014
New York Life Insurance Company   April 2013 - July 2013
Mobile Arts Council   January 2013 - May 2013
University of South Alabama  August 2012 - May 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, Windows, Time Management, Event Management, Photography, Sales, Nonprofits, Fundraising, Editing, Event Planning, Teaching, Microsoft Office, Leadership, Social Networking

Education
Alabama State University   2013 — 2015
Masters, Accounting

University of South Alabama   2010 — 2013
Bachelor of Arts (B.A.), Music Business, 3.44 GPA

Auburn University   2006 — 2009
Bachelor's degree, Music Performance, General

LeFlore High School of the Creative and Performing Arts and Communications   2002 — 2006
H.S. Diploma

Bristol Bill Mount, LUTCF Bristol Bill Mount, LUTCF Bristol, Vermont Details
Bristol Bill Mount, LUTCF's New York Life Insurance Company Experience January 2008 - March 2014
Job Finance Manager at Shearer Chevrolet Buick GMC Cadillac
Industry Financial Services
Experience
Shearer Chevrolet Buick GMC Cadillac   August 2015 - Present
Shearer Chevrolet Buick GMC Cadillac   May 2015 - Present
Plainsman Insurance and Financial Solutions LLC   April 2014 - Present
National Association of Insurance and Financial Advisors (NAIFA) Vermont   August 2014 - April 2015
Booth Brokerage LLC   July 2014 - March 2015
Eagle Strategies LLC.  April 2012 - March 2014
New York Life  January 2008 - March 2014
New York Life Insurance Company   January 2008 - March 2014
RailAmerica  2002 - 2007
Norfolk Southern  July 1992 - October 2001

Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, LUTCF, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Retirement Planning, Strategic Financial..., Life Insurance, Mutual Funds, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Employee Benefits, Fixed Annuities, Financial Advisory, Financial Planners, Financial Planning, Retirement, Insurance, Financial Services, Leadership, Securities

Education
National Association of Insurance and Financial Advisors Leadership in Life Institute   2012 — 2012
LILI Graduate (Leadership in Life Institute), Leadership Principles

The American College   2009 — 2010
Life Underwriter Training Council Fellow (LUTCF), Insurance and Financial Services

Auburn University   1983 — 1991
Bachelor of Science, Business Administration: Transportation/Physical Distribution

Opelika High School   1979 — 1983

Stephanie Alper-Lisi Stephanie Alper-Lisi Greater New York City Area Details
Stephanie Alper-Lisi's New York Life Insurance Company Experience February 2006 - August 2006
Job Director of Marketing Insight, Innovation, Service...Moving Your Business Forward
Industry Insurance
Experience
owR Opinion, LLC   February 2008 - Present
Merrill Lynch  August 2006 - February 2008
New York Life Insurance Company   February 2006 - August 2006
Enterprise Rent-A-Car  July 1998 - February 2006

Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement Planning, Retirement, Long-term Care, Sales Management, Term Life Insurance, Estate Planning, Strategic Planning, Customer Service, Employee Benefits

Education
The American College   2011 — 2016
CLU, Insurance

Assumption College   1994 — 1998
Bachelor’s Degree, Marketing

Londonderry High School   1992 — 1994

Holy Cross High School   1990 — 1992

Tony Buttitta Tony Buttitta Greater Los Angeles Area Details
Tony Buttitta's New York Life Insurance Company Experience September 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2015 - Present
EcoWater Systems LLC  2013 - September 2015
SolarCity  2013 - 2013

Skills
Life Insurance, Education Funding, Retirement Planning, Retirement Income..., 401k Rollovers, Asset Protection, Annuity Sales, Long Term Care Insurance, Estate Planning

Education
Arizona State University   2001 — 2004
Bachelor's degree, Sociology

Phillips Graduate Institute
Master's degree, Psychology

Jennifer Leopold Cruz Jennifer Leopold Cruz Scottsdale, Arizona Details
Jennifer Leopold Cruz's New York Life Insurance Company Experience January 2003 - January 2007
Job Sr. Commercial Sales Representative at The Hartford
Industry Insurance
Experience
The Hartford  April 2011 - Present
Federated Insurance  January 2007 - March 2011
New York Life Insurance Company   January 2003 - January 2007

Skills
Marketing, Sales Operations, Training, Management, Insurance, Sales, Casualty Insurance, Customer Service, Direct Sales, General Insurance, Property, Liability, Workers Compensation

Education
Arizona State University, W. P. Carey School of Business
Bachelor's degree, Business/Management

Drew Munitz Drew Munitz Greater Los Angeles Area Details
Drew Munitz's New York Life Insurance Company Experience September 2013 - October 2014
Job Concept Graphic Artist and Consultant
Industry Graphic Design
Experience
M Chang Gummelt   May 2015 - Present
REI Consultants.   September 2014 - Present
New York Life Insurance Company   September 2013 - October 2014
Eye On The Design   September 2004 - September 2013
Linxworks Solutions   January 2005 - March 2008
Fresh Dining   November 2004 - March 2008
NGI  May 2003 - October 2004
Yafa Inc.   May 1998 - December 2002
Hitmakers Magazine   January 1993 - May 1998

Skills
Illustrator, Mac, InDesign, Photoshop, Corporate Identity, Logo Design, Packaging Design, Billboard Design, QuarkXPress, DVD Packaging, CD packaging, Graphic Design, Graphics, Packaging, Marketing, Web Design, Advertising, Image Manipulation, Billboards, Layout, Art, Creative Direction, Catalogs, Direct Mail, Adobe Creative Suite

Education
ArtCenter College of Design   1989 — 1993

Ulysses S. Grant High School   1986 — 1989
High School Diploma

Jonathan Cagle Jonathan Cagle Norfolk, Virginia Area Details
Jonathan Cagle's New York Life Insurance Company Experience August 2015 - Present
Job Associate Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 2015 - Present
New York Life Insurance Company   October 2013 - August 2015
American Publishing Incorporated   March 2013 - October 2013
Kroger  April 2011 - August 2012
Trinity Discount Drugs   June 2010 - September 2010
Baptist Health Systems Inc   August 2009 - August 2009
Winn-Dixie Pharmacy  August 2009 - August 2009
Wal-Mart Supercenter  May 2009 - August 2009

Skills
Clinical Pharmacology, Pharmaceutical Industry, Pharmaceutical Sales, Team Leadership, Biopharmaceuticals, Customer Engagement, Sales, Biotechnology, Building Relationships, Customer Service

Education
Auburn University   2008 — 2012
Pharmacy

University of Utah
Neurological Effects of Alcoholism and Drug Dependency

Faulkner University   2003 — 2008
Bachelor of Science (BS), Biology, General, 3.18

Mike Fogle Mike Fogle Louisville, Kentucky Area Details
Mike Fogle's New York Life Insurance Company Experience 2008 - 2009
Job Regional Vice President at AXA Distributers
Industry Insurance
Experience
AXA US  March 2015 - Present
Nationwide Financial  January 2011 - March 2015
Edward Jones  September 2009 - July 2010
New York Life Insurance Company   2008 - 2009
GNC  2004 - 2007

Skills
Series 7, Series 66, Life & Health Insurance..., Retirement Planning, Variable Annuities, Mutual Funds, Sales, Competitive Analysis, New Business Development, Strategic Partnerships, Investments, Insurance

Education
The American College   2012 — 2014

Ashland University   2006 — 2009
Bachelor's Degree, Accounting and Finance

Nicole Catallo Nicole Catallo Clovis, California Details
Nicole Catallo's New York Life Insurance Company Experience June 2008 - March 2010
Job Starbucks Store Manager
Industry Retail
Experience
Soma Christian Church   May 2015 - Present
Starbucks  January 2014 - Present
JPMorgan Chase  July 2011 - March 2014
AXA  March 2011 - July 2011
Wetseal Inc  January 2010 - January 2011
New York Life Insurance Company   June 2008 - March 2010
New York & Company  September 2006 - July 2008

Skills
Banking, Sales, Customer Service, Microsoft Excel, Leadership, Management, Finance, Retail Banking, Microsoft Office

Education
Arizona State University   2014 — 2015
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

California State University, Fresno   2001 — 2009
Business, Organizational Leadership

Mack Vann Mack Vann Huntsville, Alabama Area Details
Mack Vann's New York Life Insurance Company Experience 1964 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   1964 - Present

Skills
Life Insurance, Fixed Annuities, Retirement, Whole Life, Term Life Insurance, Disability Insurance, Retirement Planning, Roth IRA, Long Term Care Insurance, IRAs

Education
The American College   1994 — 1997
Master’s Degree, Finance and Financial Management Services

The American College of Life Underwriters   1975 — 1975
Certification, Chartered Life Underwriter

Athens State University   1959 — 1962
Bachelor of Applied Science (B.A.Sc.), English/Language Arts Teacher Education

Marvin Turner Marvin Turner Greater Atlanta Area Details
Marvin Turner's New York Life Insurance Company Experience January 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2015 - Present
PepsiCo  August 1998 - March 2014
Coca-Cola Enterprises  July 1988 - November 1995

Skills
Life & Health Insurance..., Sales, Sales Management, Sales Operations, Lifetime Income..., Asset Protection, Retirement Income..., Legacy Planning, Education Funding..., Business Exit Strategy

Education
Art Institute of Fort Lauderdale   1981 — 1983
Associate of Arts (A.A.), Commercial and Advertising Art

Anita Archer Anita Archer Florence, Alabama Area Details
Anita Archer's New York Life Insurance Company Experience March 2015 - May 2015
Job Finance Manager at University Toyota
Industry Automotive
Experience
University Toyota   May 2015 - Present
New York Life Insurance Company   March 2015 - May 2015
University Toyota   July 2014 - February 2015
Jim Bishop Toyota   May 2011 - July 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Reporting, Car Rental, Fleet Management, Fleet Operations, Marketing, Leadership Development, Automotive, Continuous Improvement, Time Management, Customer Service, Analysis, Vehicles, Customer Satisfaction, Accounting, Operations Management, Purchasing, Inventory Management, Team Building, Process Improvement, Sales Management, Budgets, Retail, Profit, Customer Retention, Sales, Business Planning, Negotiation, Management, Sales Operations, Account Management, Sales Process, Cpr Certified, Strategic Planning, Coaching, Team Leadership, Insurance, Strategy, New Business Development, Business Strategy, Social Media Marketing, Event Management, Marketing Strategy, Direct Sales, Social Networking, Organizational..., Marketing Communications, B2B

Education
Ashford University   2013 — 2017
BA Applied Behavioral Science, *Major Psychology *Minor Entrepeneur

Northwest Shoals Community College-Muscle Shoals

University of North Al
Organizational Leadership and Managment/Marketing

Michael Sepkowski Michael Sepkowski Greater New York City Area Details
Michael Sepkowski's New York Life Insurance Company Experience December 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company   December 2012 - Present
westchester country club  April 2005 - November 2012
Aflac  August 2012 - October 2012

Skills
Microsoft Office, Public Speaking, PowerPoint, Social Media, Insurance, Microsoft Excel, Microsoft Word, Retirement, Teamwork, 401k Rollovers, Annuity Sales, Social Networking, Customer Service, Outlook, Fixed Annuities, Retirement Planning, Whole Life, Finance

Education
Assumption College   2008 — 2012
Bachelor of Arts (B.A.) Cum Laude, Political Science, 3.549

Mamaroneck High School   2004 — 2008

Jamey Wells Jamey Wells Macon, Georgia Details
Jamey Wells's New York Life Insurance Company Experience 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   2015 - Present
New York Life Insurance Company   June 2012 - 2015

Skills
Financial Recruiting, Financial Services, Life Insurance, Agent Development, Lifetime Income..., Sales Management, Sales Recruitment, Retirement Planning, Sales, Business Development, Financial Analysis

Education
Auburn University

John Marcellus John Marcellus New York, New York Details
John Marcellus's New York Life Insurance Company Experience June 2014 - Present
Job Underwriting Administrator at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2014 - Present
American Greetings  July 2012 - April 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP   December 2010 - May 2012
Pine Ridge Hospital   July 2008 - June 2010
Alorica, Inc.   June 2006 - June 2008

Skills
Executive Support, Administrative..., Human Resources, Expenses, Finance, Outlook, Office Management, Research, Management, Executive Calendar..., Data Entry, Microsoft Office, Time Management, Accounting, Administrative Support, Compliance, Shared Services, Excel, Administration, Interviews, Lotus Notes, Accounts Payable, Customer Service, Fax, Documentation, Scheduling, Editing, Telephone Skills, Typing, Databases, Interviewing, Word, Inventory Management, Financial Reporting, Jaguar, Concur, Supervisory Skills, Service Coordination, Oral & Written..., Microsoft Excel, Recruiting, Employee Relations, Sourcing, Marketing, Talent Acquisition, Technical Recruiting, Legal Assistance, Receptions

Education
Ashford University   2011 — 2015
Bachelor's Degree

Lauren Frederick Lauren Frederick Little Rock, Arkansas Area Details
Lauren Frederick's New York Life Insurance Company Experience May 2014 - August 2014
Job Commerical Realtor/Business & Property Manager at Haybar Real Estate
Industry Marketing and Advertising
Experience
Haybar Real Estate   August 2014 - Present
New York Life Insurance Company   May 2014 - August 2014
Serendipity Downtown   October 2012 - August 2013
Acxiom  February 2013 - May 2013

Skills
Social Media Marketing, Social Marketing, Online Advertising, Market Research, Retail Buying, Retail, Teamwork, Customer Satisfaction, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Time Management, Public Speaking, Sales Management, Staff Supervision, Fashion, Social Media, Social Networking

Education
Arkansas Tech University   2010 — 2014
Bachelor of Science, Business Administration & Marketing and Management

Priscilla Powell Priscilla Powell Tampa/St. Petersburg, Florida Area Details
Priscilla Powell's New York Life Insurance Company Experience July 2015 - Present
Job New York Life Insurance Specialist
Industry Wireless
Experience
New York Life Insurance Company   July 2015 - Present
AT&T  August 2012 - May 2015

Skills
Customer Service, Customer Retention, Entrepreneurship, Customer Satisfaction, Customer Experience, Life Coaching, Microsoft Office, Microsoft Word, Microsoft Excel, Telecommunications, Quality Assurance, Team Building, Social Media, Public Speaking, Relationship Building, Team Leadership, Successful Business..., Data Entry, Sales, Job Coaching, Project Planning, Call Centers, Teaching, Training, Time Management

Education
Ashford University   2015 — 2017
Bachelor's degree, Human Resources Management

St. Petersburg College   2012 — 2016
Associate's Degree, Human Services, General

Peter Rambelje Peter Rambelje Tucson, Arizona Area Details
Peter Rambelje's New York Life Insurance Company Experience
Job financial service professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  

Skills
Long Term Care, Annuities, Insurance, Series 6, Insurance Planning, Retirement Planning, Disability Insurance, Series 63, Term Life Insurance, Whole Life, Mutual Funds, 401k, Fixed Income, Health Insurance, Team Building, Life Insurance, Small Business, Retirement, Financial Planning, IRAs, Sales, Leadership, Investments, Estate Planning, Long-term Care, Fixed Annuities, Financial Planners, Strategic Financial..., Securities, Series 7

Education
Arizona State University   1988 — 1992
Master's Degree

Oregon State University   1978 — 1981
Bachelor's Degree, Social Psychology, BS

South Eugene HS

Amber Chapman Amber Chapman North Richland Hills, Texas Details
Amber Chapman's New York Life Insurance Company Experience November 2013 - November 2014
Job Marketing Leader at Pat White State Farm
Industry Insurance
Experience
Pat White State Farm   November 2014 - Present
New York Life Insurance Company   November 2013 - November 2014
Copeland's of New Orleans Restaurant   June 2012 - February 2013
Clarke's Irish Pub   June 2010 - May 2012
The Cheesecake Factory  April 2009 - May 2010
Buffalo Wild Wings  October 2005 - April 2009
Ticknor Terrace Apartments   May 2006 - October 2006

Skills
Skilled Multi-tasker, Bank Loans, Detail Oriented, Computer Proficiency, Problem Solving, Strategic Communications, Insurance, Strategic Planning, Organizational..., Training & Development, Sales, Marketing, Customer Service, Retirement, Fixed Annuities, Life Insurance, College Savings Plans, Business Development, Investments, Retirement Planning, Long-term Care, Whole Life, Mutual Funds, Refinance, Bartending, Nutritional Counseling, Fitness Training, Restaurants, Apartments, Social Networking, Therapeutic Massage, Graphic Design, Event Planning

Education
Educating Hands   2011 — 2011
Massage Therapy

Tarrant County College   2005 — 2007
Acedemics

Art Institute of Dallas   2000 — 2002
Graphic Design

Matthew J Vanesko, Agent with New York Life Insurance Co. Matthew J Vanesko, Agent with New York Life Insurance Co. Scranton, Pennsylvania Area Details
Matthew J Vanesko, Agent with New York Life Insurance Co.'s New York Life Insurance Company Experience April 2014 - Present
Job Specialized Financial Services For Business Professionals, Families and Veterans Throughout the Tri State Area
Industry Financial Services
Experience
New York Life Insurance Company   April 2014 - Present
Mt Zion Material Handling Equipment Inc. / Back Mt. Log Homes   August 2006 - March 2014
Vanesko Trucking / Somerset Regional Water Resources   November 2011 - March 2013
KVC Construction   August 2001 - August 2006
United States Marine Corps  August 1997 - August 2001

Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Long-term..., business insurance..., Business succession..., Buy-sell Agreements, Charitable Giving, Communication, Customer Retention, Estate Planning, Life Insurance..., IRA Rollovers, Key persons insurance, Legacy Giving, Multi-generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection Planning, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Succession Planning, supplements to employee..., Term Life Insurance, Time Management, Wealth Preservation..., wealth transfer..., Workshop Facilitation, Writing

Education
Penn State University
Associate's Degree, Psychology, General

Art Institute of Philadelphia
Industrial design, Industrial and Product Design

John Tillis John Tillis Tampa, Florida Details
John Tillis's New York Life Insurance Company Experience 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   2015 - Present

Skills
401k Rollovers, Annuity Sales, Business Insurance..., Fixed Annuities, Gifting Strategies, Income Protection, Legacy Planning, Licensed Life and..., Life Insurance, Retirement, Term Life Insurance, Whole Life Insurance, Small Business, Sales, Leadership, Insurance, Finance

Education
Atlantic Cape Community College   2008 — 2010

Atlantic City High School   2003 — 2007

Jay Laster Jay Laster Huntsville, Alabama Area Details
Jay Laster's New York Life Insurance Company Experience August 2009 - December 2012
Job Management
Industry Retail
Experience
Tractor Supply Company  July 2013 - Present
Lowe's Companies, Inc.   September 2011 - July 2013
New York Life Insurance Company   August 2009 - December 2012
Lewter Hardware Company   May 2006 - November 2009

Skills
Business Process, Sales, Customer Service, Small Business, Leadership, Management, Team Building, Customer Satisfaction, Retail, Team Leadership, Time Management, Inventory Management, Merchandising, Profit, Teamwork, Budgets, Public Speaking, Operations Management, Social Media, Marketing Strategy, Marketing, Microsoft Word, Sales Management, Social Networking, Research, Inventory Control, Program Management

Education
University of Alabama in Huntsville   2015 — 2018
Bachelor's degree, Mechanical Engineering

Athens State University   2003 — 2008
Bachelors, Business Management

Danny Alcocer Danny Alcocer Aurora, Illinois Details
Danny Alcocer's New York Life Insurance Company Experience 2014 - November 2014
Job Associate at MassMutual Chicago
Industry Financial Services
Experience
MassMutual Chicago  November 2014 - Present
New York Life Insurance Company   2014 - November 2014

Skills
Insurance, Retirement

Education
Arizona State University   2000 — 2005
Bachelor's Degree, English Literature

Alex Madrigal, MBA Alex Madrigal, MBA Greater Boston Area Details
Alex Madrigal, MBA's New York Life Insurance Company Experience June 2007 - August 2008
Job Strategic Account Manager Business Analytics ASL/OEM at IBM
Industry Information Technology and Services
Experience
IBM  May 2014 - Present
Oracle  November 2011 - May 2014
Northeast Copier Systems - Xerox   October 2010 - November 2011
CLM Media Inc   August 2008 - October 2010
New York Life Insurance Company   June 2007 - August 2008
Pfizer  2003 - 2003

Skills
Lead Generation, Sales Process, Solution Selling, Sales Operations, Strategy, Sales, New Business Development, Selling, Customer Service, Account Management, Business Development, Management, Forecasting, SaaS, Public Speaking, Social Networking, Enterprise Software, Organization &..., Customer Retention, Marketing, Direct Sales, Sales Management, Professional Services, Sales Presentations, Qualifying Prospects, Salesforce.com, Strategic Partnerships, Managed Services, Pre-sales, Business Intelligence, B2B, Storage, Time Management, Customer Satisfaction, Contract Negotiation, Business Planning, Networking, Consulting, Cold Calling, Cloud Computing, Channel Partners, Software Industry, Demand Generation, Partner Management, Complex Sales, Business Alliances, Sales Enablement, Go-to-market Strategy, Consultative Selling, Customer Relations

Education
Assumption College   2005 — 2007
MBA, Business Administration and Management, General

Assumption College   2001 — 2005
Bachelor of Arts, International Business

American School Foundation

Scott Goodyear Scott Goodyear Sacramento, California Area Details
Scott Goodyear's New York Life Insurance Company Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   2008 - Present
Starbucks  June 2006 - August 2008

Skills
Retirement Planning, Fixed Annuities, Insurance, Customer Service, Sales, Life Insurance, Finance, Investments, Leadership, Small Business, Term Life Insurance, Disability Insurance, Retirement, Mortgage Lending, Financial Analysis, Mutual Funds, Microsoft Office, Loans, Credit, Team Building, Public Speaking, Management

Education
Asbury College   1997 — 2001
BA, Christian Ministries

Christine Chalstrom Christine Chalstrom New York, New York Details
Christine Chalstrom's New York Life Insurance Company Experience July 2013 - Present
Job Associate for New York Life Real Estate Investors
Industry Financial Services
Experience
New York Life Insurance Company   July 2013 - Present
Pure Barre  May 2011 - July 2013
Semper Capital Management, L.P.   June 2012 - August 2012
BranchOut  January 2012 - August 2012
Starbucks  March 2008 - August 2009

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Financial Analysis, Real Estate Financing, Commercial Real Estate, Real Estate, Commercial Mortgages, Asset Management, Bloomberg Software, Management, Financial Modeling, Leadership, Fitness, Marketing, Office Management, Front Office, Teamwork, Social Networking, Social Media, Sales

Education
NYU School of Professional Studies   2013 — 2016
Real Estate

Auburn University   2009 — 2013
Bachelor of Science (BS), Finance, General, Senior

Saint Andrews School   2005 — 2009
High School

Joyleen Berdon Joyleen Berdon Austin, Texas Area Details
Joyleen Berdon's New York Life Insurance Company Experience September 2013 - Present
Job Representative at New York Life Insurance Company
Industry Executive Office
Experience
New York Life Insurance Company   September 2013 - Present
Mixprints   January 2009 - Present
Mixprints   July 2009 - July 2013
Assistant Manager  July 2008 - June 2009
Sherland & Farrington   2007 - 2008
Borders Books  September 1999 - August 2002

Skills
Public Speaking, Customer Service, Research, Creative Writing, Blogging, Social Media, Facebook, Social Media Marketing, Social Networking, Marketing Communications, Advertising, WordPress, Marketing

Education
Ashford University   2012 — 2015
Bachelor's Degree, Health/Health Care Administration/Management, 3.75

Chaminade University of Honolulu   1994 — 1998
BA, English

Bryan Parks Bryan Parks Greater Boston Area Details
Bryan Parks's New York Life Insurance Company Experience May 2007 - December 2009
Job Wealth Management Advisor at Pinnacle Private Wealth
Industry Financial Services
Experience
Pinnacle Private Wealth   May 2013 - Present
Sovereign Bank  December 2009 - May 2013
Sovereign Bank  December 2009 - May 2013
New York Life Insurance Company   May 2007 - December 2009

Skills
Asset Management, Mutual Funds, Investments, Portfolio Management, Wealth Management, Life Insurance, Financial Risk, Alternative Investments, Wealth, Finance, Wealth Management..., Risk Management, Financial Services, Securities, Retirement Planning, Series 7, Series 63, Series 6, Asset Allocation

Education
Assumption College   2003 — 2007
Bachelors, Management, Finance

Somers High School

Somers High School

Chris McAlpin Chris McAlpin Jackson, Mississippi Area Details
Chris McAlpin's New York Life Insurance Company Experience December 2004 - June 2005
Job Sound Financial Strategies Group
Industry Investment Management
Experience
Sound Financial Strategies Group   June 2005 - Present
National Planning Corporation (NPC)   2008 - 2014
New York Life Insurance Company   December 2004 - June 2005
ADP  February 2000 - December 2004
Mississippi State Tax Commission  January 1999 - May 1999
Dean Witter Reynolds  May 1995 - August 1995

Skills
Investment Strategies, Retirement Planning, Investment Management, Personal Financial..., Biblical Studies, Biblical Teaching, Biblical Financial..., Asset Management, Insurance, Wealth Management, Public Speaking, Variable Annuities, Securities, Asset Allocation, Investment Advisory, Wealth Accumulation, Wealth Preservation..., Income Distribution

Education
College of Financial Planning   2007 — 2013
Certified Financial Planner Plus, CFP PLUS, Investments and Securities

College of Financial Planning   2006 — 2006
Chartered Mutual Fund Counselor, CMFC, Investments and Securities

King's College London   1999 — 1999
Graduate level, International Finance

Mississippi College   1998 — 1999
Master of Business Administration (M.B.A.), Finance, General

University of Mississippi   1997 — 1998
Bachelor of Accountancy

Arkansas State University   1994 — 1996
Accounting

Shane Riley Shane Riley Rochester, New York Area Details
Shane Riley's New York Life Insurance Company Experience July 2008 - June 2013
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase & Co.   April 2015 - Present
JPMorgan Chase  May 2014 - April 2015
Fairport Savings Bank  April 2013 - April 2014
New York Life Insurance Company   July 2008 - June 2013
Scuttlebutts Restaurant   May 2007 - June 2008
Morgan Stanley Internship   May 2006 - May 2007
The Southwestern Company  May 2005 - August 2005
Locust Hill Country Club  January 1996 - January 2004

Education
Arizona State University - W. P. Carey School of Business   2004 — 2007
Business, Finance

Monroe Community College   2002 — 2004
A.S, Business Administration

Harris Rabren Harris Rabren Knoxville, Tennessee Details
Harris Rabren's New York Life Insurance Company Experience 2011 - April 2012
Job Eastern Region Sales Manager Automotive at SAS Safety Corp.
Industry Automotive
Experience
SAS Safety Corp.  April 2014 - Present
National Oak Distributors, Inc.   January 2013 - April 2014
Wizards Products   April 2012 - December 2012
New York Life Insurance Company   2011 - April 2012
ITW Evercoat  January 2009 - November 2010
Evercoat   June 2007 - January 2009
DeVilbiss Automotive Refinishing  May 2004 - June 2007
ITW Automotive Refinishing   January 2000 - May 2004
National P.B   September 1998 - January 2000
National Oak Distributors, Inc.   1999 - 2000

Skills
Negotiation, Inventory Management, Product Management, Purchasing, Pricing, Sales Operations, Budgets, Strategic Planning, Sales, Sales Management, New Business Development, Account Management, Leadership, Marketing Strategy, B2B, Management, Marketing, Team Building, Product Development, Automotive Aftermarket, Direct Sales, Market Research, Program Management, Key Account Management, Forecasting, International Sales, Automotive, Customer Satisfaction, Business Strategy, Profit, Sales Process, Competitive Analysis, Selling, Contract Negotiation, Product Marketing, Manufacturing, Market Planning, Marketing Management, Automobile, Start-ups, Business Planning, CRM, Customer Retention, Income Statement, Operations Management, P&L Management, Cross-functional Team..., Cold Calling, Vehicles, Business Development

Education
Auburn University   1975 — 1981
Bachelors of Science, Business Administration

Levi Chapa Levi Chapa New York, New York Details
Levi Chapa's New York Life Insurance Company Experience June 2011 - April 2012
Job Senior Financial Analyst at American Express
Industry Financial Services
Experience
American Express  June 2014 - Present
American Express  July 2012 - June 2014
New York Life Insurance Company   June 2011 - April 2012
Seleznov Capital Advisors, LLC   2010 - 2011

Skills
Financial Analysis, Financial Reporting, Forecasting, Budgets, Strategic Planning, Cost Benefit, Microsoft Excel, Variance Analysis, Oracle E-Business Suite, Microsoft SQL Server

Education
Arizona State University, W. P. Carey School of Business   2007 — 2011
Bachelor of Science (B.S.), Finance

Paul Favorite Paul Favorite Chicago, Illinois Details
Paul Favorite's New York Life Insurance Company Experience October 2014 - January 2015
Job Account Manager at Cars.com
Industry Marketing and Advertising
Experience
Cars.com  June 2015 - Present
Business Union Financial   February 2015 - May 2015
New York Life Insurance Company   October 2014 - January 2015
Insight Global  June 2013 - June 2014
Skechers  June 2011 - December 2012
The Estancia Club  May 2010 - June 2011

Skills
Life Insurance, Personal Finance, Wealth Preservation..., Business Networking, Asset Protection, 401k Rollovers, Protection Planning, Consulting, Time Management, Building Relationships, Public Speaking, Recruiting, Leadership

Education
Arizona State University, W. P. Carey School of Business   2009 — 2013
Bachelor of Science (BS), Business Management

Ronald Altavesta Ronald Altavesta Boston, Massachusetts Details
Ronald Altavesta's New York Life Insurance Company Experience October 2001 - March 2002
Job Apprentice, IBEW Local 103
Industry Construction
Experience
IBEW local 103  June 2015 - Present
Harvard Garndens   April 2015 - June 2015
Harvard Gardens   April 2014 - April 2015
Harvard Gardens   December 2013 - April 2014
Propel Marketing  January 2013 - June 2013
Kyocera New England   October 2012 - December 2012
Cintas Corporation  October 2007 - April 2011
Sun Life Financial  December 2004 - September 2007
Olympic Moving and Storage   March 2002 - September 2007
New York Life Insurance Company   October 2001 - March 2002

Skills
Account Management, Cold Calling, Customer Service, New Business Development, Marketing Communications, Salesforce.com, Outside Sales, Digital Marketing, Online Marketing, Sales Process, Contract Negotiations, Problem Solving, Customer Relations, Marketing, Sales, Sales Operations, Management, SEO, Social Media, Direct Sales, Strategic Planning, Sales Presentations

Education
Arizona State University   1998 — 2002
Bachelor of Interdisciplinary Studies, Business and Communications

Matignon High School   1990 — 1994

Addison Riemann Addison Riemann Auburn, Alabama Area Details
Addison Riemann's New York Life Insurance Company Experience March 2011 - September 2011
Job Associate Financial Advisor at Hancock Investment Services
Industry Financial Services
Experience
Hancock Investment Services, Inc   September 2011 - Present
New York Life Insurance Company   March 2011 - September 2011
Family Funeral Home   June 2010 - February 2011
Riemann Family Funeral Homes   2008 - 2009
Riemann Family Funeral Homes   2008 - 2009
Riemann Family Funeral Homes   2007 - 2009
Riemann Family Funeral Homes   2007 - 2009

Education
Auburn University   2006 — 2010

Auburn University
BBA, Finance

Jack Benjamin Jack Benjamin Scottsdale, Arizona Details
Jack Benjamin's New York Life Insurance Company Experience June 2010 - August 2010
Job Brokerage Associate at Vanguard
Industry Investment Management
Experience
Vanguard  September 2013 - Present
Vanguard  February 2013 - August 2013
Arizona State University  August 2008 - May 2012
New York Life Insurance Company   June 2010 - August 2010
Lakeside Field Club   May 2006 - August 2009
Citi-Smith Barney  January 2008 - May 2008
Outhouse Orchards   October 2005 - October 2007

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Financial Modeling, Public Speaking, Social Media, Customer Service, Microsoft Word, Finance, Leadership, Management, Sales, Business Planning, Access, Analysis, Time Management, Market Research, Investments, CRM

Education
Arizona State University   2008 — 2012
Bachelor of Science (B.S.), Finance

Arizona State University - W. P. Carey School of Business   2008 — 2012
Finance, International Business

Jonathan Jose Jonathan Jose Sunnyvale, California Details
Jonathan Jose's New York Life Insurance Company Experience July 2015 - September 2015
Job Customer Service Specialist
Industry Insurance
Experience
Lowe's Companies, Inc.   March 2015 - Present
US Army  February 2010 - Present
New York Life Insurance Company   July 2015 - September 2015
Securitas Security Services USA, Inc.   September 2012 - May 2013

Skills
Homeland Security, Sales Presentations, Data Analysis, Commercial Insurance, Health Insurance, Life Insurance, Disability Insurance, Property & Casualty..., Security Management, Information Security, Security Operations, Accident Insurance, Geospatial Intelligence, Geospatial Data, Foreign Languages, Marketing Communications, Market Research, Security, Market Intelligence, Customer Relations, PowerPoint, Commercial and...

Education
Ashford University   2010 — 2015
Bachelor of Arts (B.A.), Homeland Security and Emergency Management

Cochise College   2009 — 2010
Associate’s Degree, Military Intelligence, Command Control and Information Operations

Alex Pipkin Alex Pipkin Russellville, Arkansas Details
Alex Pipkin's New York Life Insurance Company Experience November 2014 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company   November 2014 - Present
Kroger  July 2014 - October 2014
Arkansas Tech University  August 2012 - May 2014

Skills
Retirement Planning, Life Insurance, Asset Protection, Annuity Sales, Long Term Care Insurance, Business Planning, Income Protection

Education
Arkansas Tech University   2012 — 2014
Master's Degree, College Student Personnell

Arkansas Tech University   2008 — 2012
Bachelor's Degree, Management and Marketing

Russellville High School   2005 — 2008
High School

Vassilis (Basil) Trikatzopoulos Vassilis (Basil) Trikatzopoulos Greater Boston Area Details
Vassilis (Basil) Trikatzopoulos's New York Life Insurance Company Experience December 2002 - December 2004
Job A Better Way to coinvest, direct investments.
Industry Venture Capital & Private Equity
Experience
Noah Capital   December 2010 - Present
Pevadi Brothers S.A.   January 2005 - November 2010
New York Life Insurance Company   December 2002 - December 2004
Morgan Stanley  October 2000 - April 2002
Pevadi Brothers S.A.   January 1995 - September 2000
Pevadi Shipping Holdings Corp.   September 1984 - December 1994

Skills
Funding, Venture Capital, Alternative Investments, Investment Strategies, Wealth Management, International Business, Strategy Development, Negotiation, Sales Management, Strategy, Private Equity, Investments, Management, Start-ups, Real Estate, Strategic Partnerships, Finance, Entrepreneurship, Angel Investing, Corporate Development, Mergers & Acquisitions, Private Placements, Business Strategy, Financial Modeling

Education
Bentley College   1991 — 1993
MS in Finance

Babson College   1986 — 1989
BSBA, Management, Entrepreneurship

Deree College   1984 — 1986

Athens University of Economics and Business   1984 — 1986

Athens College   1973 — 1984

Daryus Franklin Daryus Franklin Stockton, California Area Details
Daryus Franklin's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Computer Networking
Experience
New York Life Insurance Company   October 2014 - Present
Ryder Supply Chain Solutions  August 2010 - March 2014
KLA-Tencor Corporation  January 2000 - October 2007
US Navy (Submarines)   April 1980 - April 2000

Skills
Cross-functional Team..., Management, Operations Management, Process Improvement, Logistics, Supply Chain Management, Team Building, Engineering, Electronics, Strategy, Budgets, Security Clearance, Training, Troubleshooting, Project Planning, Leadership, Microsoft Office, Semiconductors, Continuous Improvement, Supply Chain, Business Development, Military, Change Management, Team Leadership, Lean Manufacturing, Microsoft Excel, Integration, Transportation, Product Development, Strategic Planning, Analysis, Start-ups, Customer Service, Quality Assurance, Testing

Education
Ashford University   2010 — 2013
Bachelor of Science (BS), Business Information Systems, 3.57

Jerry Roberts CLU Jerry Roberts CLU Dallas/Fort Worth Area Details
Jerry Roberts CLU's New York Life Insurance Company Experience 1978 - 1996
Job Captive Insurance Specialist, Estate and Tax Efficient Income Planning , Business Exit Planning, Family Business Advisor
Industry Food Production
Experience
Catalyst Advisory Group, LLC   January 2001 - Present
PRUDIENTIAL   1996 - 2001
Prudential Financial  1996 - 2000
New York Life Insurance Company   1978 - 1996
New york Life  1978 - 1995

Skills
Estate Planning, Captives, Insurance, Small Business, Investments, Employee Benefits, Succession Planning, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Entrepreneurship, Exit Strategies, Business Planning, Asset Managment, Start-ups, Strategic Planning, Long-term Care, New Business Development, Financial Services, Asset Management, Marketing, Executive Management, Finance

Education
Arkansas State University   1971 — 1975
BS, MARKETING

Nettleton High School   1968 — 1971

Arinze Obikili Arinze Obikili Tampa/St. Petersburg, Florida Area Details
Arinze Obikili's New York Life Insurance Company Experience January 2014 - October 2014
Job Senior Software Automation Engineer, Web designer, Founder of Jaguda.com
Industry Computer Software
Experience
Arbitration Forums, Inc.   May 2015 - Present
Jaguda.com   March 2009 - Present
Federal Ministry of Power Nigeria via ArobTek   December 2014 - February 2015
New York Life Insurance Company   January 2014 - October 2014
Arbitration Forums  December 2011 - December 2013
Wachovia Corparate Investment Banking   November 2007 - December 2011
Wells Fargo Home Mortgage  February 2006 - October 2007
EBS  May 2005 - January 2006

Skills
Test Automation, Manual Testing, Test Planning, Software Quality..., Testing, Agile Testing, User Acceptance Testing, Quality Assurance, Requirements Analysis, SDLC, Agile Methodologies, Scrum, SQL, Unix, Software Project..., XML, Java, Release Management, QTP, Rational Robot, Quality Center, XML Spy, SoapUI, WordPress, Business Requirements, Requirements Gathering, Visio, Systems Analysis, Test Cases, Test Strategy, System Testing, Regression Testing, Defect Tracking, Waterfall, Test Management, Software Engineering, DB2, PL/SQL, Test Execution, Web Services, Functional Testing, SOA, Test Automation..., Oracle, System Integration..., Databases, HP QTP

Education
Auburn University   2000 — 2005
Bachelor of Science (B.Sc.), electrical and computer engineering

New Jersey Institute of Technology
Computer Science

Angel Raul Berrios Angel Raul Berrios Greater Denver Area Details
Angel Raul Berrios's New York Life Insurance Company Experience June 2009 - October 2010
Job Information Security Engineer
Industry Information Technology and Services
Experience
Colorado National Guard  May 2010 - Present
Trustwave  June 2013 - September 2015
Conduit Language Specialists  October 2010 - December 2012
New York Life Insurance Company   June 2009 - October 2010
Banker's Life and Casualty  January 2007 - June 2009
Command Technologies   January 1999 - December 2001

Skills
Linux System..., Unix Operating Systems, Red Hat Linux, Windows, IT Operations, Microsoft Office, Technical Translation, Translation, Linguistics, Proofreading, Foreign Languages, Interpreting, Spanish, Legal Translation, Editing, English, Transcription, Multilingual, Security, System Administration, TCP/IP, Technical Support, Network Security, Customer Service, Computer Security, Firewalls, Unix, Information Security, Troubleshooting, Networking, Linux

Education
Art Institute of Colorado   2000 — 2004
Bachelor of Arts (B.A.), Computer Media

Rick O'Neal Rick O'Neal Kansas City, Missouri Area Details
Rick O'Neal's New York Life Insurance Company Experience November 2010 - April 2013
Job CEO, Nelson & Company Wealth Management
Industry Financial Services
Experience
Nelson & Company Wealth Management   April 2013 - Present
The Whole Person  April 2012 - Present
New York Life Insurance Company   November 2010 - April 2013
nelson & company   2010 - 2013
M & I Bank  March 2003 - May 2010
banking  2006 - 2010
Reid and Reid CPA Firm   September 2002 - March 2003
Bank of America  July 1998 - September 2002

Skills
Leadership, Commercial Lending, Sales Management, Public Speaking, Sales, Banking, Marketing, Small Business, Commercial Banking, Wealth Management, Personal Development, Credit, Financial Analysis, Strategic Planning, Leadership Development, Business Planning, Strategic Financial..., Strategy, Loans, Insurance, Networking, Retirement Planning, Risk Management, Finance, Small Business Lending, Mutual Funds, Financial Services, Investments, Portfolio Management, Mortgage Lending, Securities, Fixed Annuities, Series 7, Financial Advisory, Life Insurance, Series 63, 401k, IRAs, Long-term Care, Relationship Management, Term Life Insurance, Disability Insurance, Retirement, Underwriting, Estate Planning, Wealth Management..., Credit Analysis, Financial Planners, Financial Planning, Management

Education
Arizona State University   1981 — 1986
Bachelor's of Science, Economics & Finance

Andy Prestash Andy Prestash Hartford, Connecticut Area Details
Andy Prestash's New York Life Insurance Company Experience June 1993 - January 1994
Job Account Executive at John Watts Associates (where we have served the office furniture market for over 30 years
Industry Furniture
Experience
John Watts Associates   January 1998 - Present
John Watts Associates   January 1994 - January 1998
New York Life Insurance Company   June 1993 - January 1994

Skills
Sales Operations, B2B, Budgets, Furniture, Sales, Selling, Interior Architecture, Account Management, Strategic Planning, Leadership, Interior Design, New Business Development, Space Planning, Project Management, Furnishings, Project Planning, Manufacturing, Sales Management, Customer Service, Team Building, Contract Negotiation

Education
Assumption College   1990 — 1993
BA, Business

Assumption College   1989 — 1993

East Catholic High School   1986 — 1989

Jaime Talamante Jaime Talamante Phoenix, Arizona Area Details
Jaime Talamante's New York Life Insurance Company Experience July 2012 - Present
Job Recruiting and Marketing Manager Latino Market
Industry Financial Services
Experience
New York Life Insurance Company   July 2012 - Present
CSA General Insurance Agency   November 2011 - July 2012
Quality Transport Services of Arizona   June 2011 - November 2011
Netcor Transports   May 2010 - May 2011
Humana  2005 - 2010
AZ Association of Community Health Centers   May 2004 - May 2005

Skills
CRM, New Business Development, Account Management, Marketing, Public Relations, Sales, Insurance, Presentations, Networking, Strategic Planning, Business Development, Community Outreach, Recruiting, Time Management, Training, Management, Sales Operations, Budgets, Customer Service, Public Speaking, Customer Satisfaction, Small Business, Employee Benefits, Customer Retention, Healthcare, Nonprofits, Leadership, Team Building, Leadership Development, Coaching, Strategy

Education
Arizona State University
Bachelor's degree

Christine Mulligan Christine Mulligan Greater San Diego Area Details
Christine Mulligan's New York Life Insurance Company Experience October 2010 - May 2011
Job Real Estate Manager, Western Division at AAMCO Transmissions and Total Car Care
Industry Automotive
Experience
AAMCO Transmissions and Total Car Care  August 2015 - Present
T-Squared Professional Engineers, Inc.   June 2013 - August 2015
Independent Business Consultant  July 2009 - October 2013
New York Life Insurance Company   October 2010 - May 2011
The UPS Store  May 2007 - July 2009
The UPS Store  January 2005 - May 2007
The UPS Store  April 1990 - January 2005

Skills
Franchising, Business Planning, Retail, Customer Service, Social Media, Staff Development, Small Business, Negotiation, Contract Negotiation, Sales, Real Estate, New Business Development, Marketing, Strategic Planning, Management, Selling, Training, Business Development, Analysis, Public Relations, Advertising, Finance, Coaching, Operations Management, Marketing Strategy, Entrepreneurship, Budgets, Strategy, Project Planning, Start-ups, Customer Satisfaction, Time Management

Education
Ashford University
Bachelor of Arts, Business Administration

Efren Razon Bacani Efren Razon Bacani Farmingdale, New York Details
Efren Razon Bacani's New York Life Insurance Company Experience November 2010 - Present
Job Financial Services Professional, New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   November 2010 - Present
Primerica  June 2008 - October 2010
First World Syndication, Inc.   February 2007 - May 2008

Education
Ateneo Graduate School of Business   1977 — 1980
Masters in Business Administration, Accounting and Finance

University of the East
Bachelor of Science in Business Administration, Accounting

Adam Borsay Adam Borsay Columbus, Ohio Area Details
Adam Borsay's New York Life Insurance Company Experience May 2009 - December 2010
Job Associate Pastor at Calvary Evangelical Church
Industry Religious Institutions
Experience
Calvary Evangelical Church   December 2014 - Present
Mt Pleasant Church   August 2012 - December 2014
Upper Arlington Grace Brethren Church   September 2010 - August 2012
New York Life Insurance Company   May 2009 - December 2010
Campus Crusade for Christ  May 2006 - September 2008

Skills
Millennial Outrach, Expository Preaching, Teaching Adults, News Writing, Speech Writing, Discipleship Training, Geriatric Spiritual Care, Social Media..., Creative Writing, Public Engagement

Education
The Ohio State University   2000 — 2006
Bachelors, Religious History, 3.0

Ashland University

Donald Colson, MSFS, CLU, ChFC, RICP Donald Colson, MSFS, CLU, ChFC, RICP Savannah, Georgia Area Details
Donald Colson, MSFS, CLU, ChFC, RICP's New York Life Insurance Company Experience June 2013 - Present
Job Senior Development Manger at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   June 2013 - Present
New York Life  June 2011 - July 2012
New York Life Insurance Company   March 2009 - June 2011
New York Life Insurance Company   April 2004 - March 2009
Canada Life  December 2000 - December 2004
Confederation Life  1990 - 1995

Skills
Retirement Planning, Insurance, Long Term Care, Long-term Care, Fixed Annuities, Strategic Financial..., Estate Planning, Disability Insurance, Curriculum Development, Training Delivery, Sales Rep Training, Life Insurance, Business Planning, Leadership, Training, Investments, Retirement, Pensions, Sales Management, Term Life Insurance, Wealth Management, Mutual Funds, IRAs, Wealth, Financial Planners, Financial Advisory, Long Term Care Insurance, Financial Services, Health Insurance, Relationship Management, Investment Strategies, Investment Advisory, 401k, Small Business, Variable Annuities, Portfolio Management, Series 63, Financial Risk, Investment Management, Brokers, Alternative Investments, Asset Management, Risk Management, Series 7, Securities, Employee Benefits, General Insurance, Finance

Education
Auburn University   1973 — 1978
B.S., Geology

The American College   1999 — 2004
MS, Financial Services

Dan Evans Dan Evans Columbus, Ohio Area Details
Dan Evans's New York Life Insurance Company Experience May 2009 - July 2011
Job Fixed Income Trader at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank  July 2013 - Present
J.P. Morgan   July 2011 - July 2013
NYLIFE Securities LLC  May 2009 - July 2011
New York Life Insurance Company   May 2009 - July 2011
Ashland University  August 2005 - May 2009

Skills
Financial Analysis, Investments, Mutual Funds, Portfolio Management, Finance, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Insurance, Accounting, Sales, Estate Planning, Retirement Planning, Microsoft Word, Asset Managment, Asset Allocation, Series 7, Series 63, IRAs, Securities, Financial Modeling, Strategic Financial..., Banking, Entrepreneurship, Sales Operations, Asset Management

Education
Ashland University   2005 — 2009
B.S.B.A, Finance

Craig Helm Craig Helm Phoenix, Arizona Area Details
Craig Helm's New York Life Insurance Company Experience November 1990 - December 1991
Job Owner, B/H Drywall, Stucco, & Painting Co., Inc.
Industry Construction
Experience
B/H Drywall, Stucco, & Painting Co., Inc.   January 1992 - Present
New York Life Insurance Company   November 1990 - December 1991

Education
Arizona State University   1986 — 1990
BS, Finance

Vanessa Vicinaiz Joiner Vanessa Vicinaiz Joiner Dallas/Fort Worth Area Details
Vanessa Vicinaiz Joiner's New York Life Insurance Company Experience August 2012 - March 2013
Job Student at Ashford University
Industry Education Management
Experience
Leonard Independent School District   August 2006 - May 2014
New York Life Insurance Company   August 2012 - March 2013
Aflac  May 2012 - September 2012
Lone Star Learning Center   February 2011 - May 2012

Skills
Insurance, Microsoft Office, Sales, Sales Management, Public Speaking, Microsoft Excel, Team Building, Financial Analysis, Management, Coaching, Marketing, Lesson Planning, Leadership, Training

Education
Ashford University   2013 — 2015
Bachelor of Arts (B.A.)

Collin County Community College   2008 — 2009

Texas Woman's University   1979 — 1981

Carl Muthersbaugh Carl Muthersbaugh Savannah, Georgia Area Details
Carl Muthersbaugh's New York Life Insurance Company Experience February 2015 - May 2015
Job Education
Industry Primary/Secondary Education
Experience
Bryan County High School   August 2015 - Present
New York Life Insurance Company   February 2015 - May 2015
Walmart  November 2014 - February 2015
Savannah-Chatham County Public School System  August 1998 - July 2014
Savannah-Chatham County Public School System  August 1998 - June 2014
Signature Flight Support  January 1998 - August 1998
Savannah-Chatham Metro PD   August 1997 - January 1998
Signature Flight Support  June 1991 - August 1997

Skills
Teaching, Staff Development, Curriculum Development, Classroom, Training, Tutoring, Police, Research, Investigation, Private Investigations, Emergency Management, Lesson Planning, K-12, Classroom Management, Teacher Training, Public Speaking, Educational Leadership, Differentiated..., Secondary Education, RTI, Program Evaluation, Social Studies, Data Driven Instruction, Professional Learning..., Behavior Management, Special Education, Curriculum Mapping, Middle School, Administration, Fundraising, Smartboard, Curriculum Design, Mathematics Education, Educational Assessment, Educational Technology, Instructional Technology, Elementary Education, Technology Integration, Teacher Mentoring, Curriculum Assessment, Autism Spectrum..., PowerSchool, IEP, 21st Century Skills, Learning Disabilities, Reading Intervention, Promethean Board, Physical Education, Education Reform, ESL

Education
Armstrong State University   1992 — 1996
Bachelor of Science (B.S.), Criminal Justice and Corrections

Georgia Southern University
Master of Education (M.Ed.), Educational Leadership and Administration, General

Jeffrey Alan Jeffrey Alan Greater New York City Area Details
Jeffrey Alan's New York Life Insurance Company Experience January 2007 - October 2008
Job Educational Technology Specilaist
Industry Education Management
Experience
NASDAQ  September 2008 - Present
CERT  2008 - 2012
New York Life Insurance Company   January 2007 - October 2008

Skills
Equity Trading, Series 7, Market Structure, Electronic Trading, Trading Systems, Equities, Bloomberg, Trading, Options, Financial Markets, Capital Markets, Securities, Equity Derivatives, Derivatives, Fixed Income, Low Latency, Bloomberg Terminal, Mutual Funds, Commodities, Prime Brokerage, Investments, Portfolio Management, Funding, Asset Management, Financial Modeling, Investor Relations, Investment Banking, Financial Analysis, Risk Management, Valuation, Order Management, Risk, IPO, Private Equity, Client Service, Financial Reporting, Corporate Finance, Banking, Excel, Insurance, Risk Mitigation, Venture Capital, Alternative Investments

Education
Ashford University   2012 — 2013
Master of Education (MEd), Educational/Instructional Technology/Special Education, 4.0

Ashford University   2009 — 2012
Bachelor of Arts (BA), Public/Applied History/Sociology

Bill Nebeker Bill Nebeker Visalia, California Area Details
Bill Nebeker's New York Life Insurance Company Experience October 2012 - July 2014
Job Senior Planner
Industry Government Administration
Experience
Fresno County Public Works & Planning  September 2014 - Present
New York Life Insurance Company   October 2012 - July 2014
City of Porterville, CA   April 2010 - June 2012
City of Susanville, CA   August 2002 - January 2010
City of Grand Junction, CO   September 1995 - August 2002
City of Klamath Falls, Oregon   September 1991 - September 1995
City of Phoenix, AZ   July 1985 - September 1995

Skills
Economic Development, Local Government, Land Use Planning, Community Development, Zoning, Urban Planning, Land Use, Public Administration, Government, Redevelopment, Community Outreach, Public Policy, Budgets, Project Management, Proposal Writing, Training, Customer Service

Education
Arizona State University   1983 — 1985
Masters degree, Environmental Planning

University of Utah   1977 — 1982
Bachelors of Science, Urban Planning

Kory Autrey Kory Autrey Oklahoma City, Oklahoma Area Details
Kory Autrey's New York Life Insurance Company Experience November 2004 - April 2005
Job APD Claim Adjuster at AFR Mutual Insurance Co
Industry Insurance
Experience
American Farmers & Ranchers Mutual Insurance Company  May 2015 - Present
American Farmers & Ranchers Mutual Insurance Company  January 2015 - Present
Farmers Insurance Group of Companies  February 2011 - January 2015
Royal Pools Inc.   September 2005 - January 2011
New York Life Insurance Company   November 2004 - April 2005

Skills
Sales, Contract Management, Public Speaking, Team Building, Leadership, Insurance, Customer Service, Training, Property, Claim, Claims Management, General Insurance, Microsoft Office, Microsoft Excel

Education
Mid-America Christian University   2012 — 2014
Bachelor of Arts (BA), Business Management and Ethics

Ashford University   2010 — 2012
Associate of Arts (AA), Business/Commerce, General

Jennifer Atwater Rosario Jennifer Atwater Rosario Dallas/Fort Worth Area Details
Jennifer Atwater Rosario's New York Life Insurance Company Experience May 2005 - February 2006
Job Owner/Business Manager at Trace Asset Recovery, LLC
Industry Financial Services
Experience
Trace Asset Recovery, LLC   October 2012 - Present
Rogers Wealth Group  May 2012 - February 2014
Solium Capital  June 2010 - November 2011
Charles Schwab & Co  February 2008 - June 2010
Kiewit Western  May 2007 - February 2008
USAA Investment Management Company  January 2007 - May 2007
Charles Schwab & Co  June 2006 - January 2007
Desert Schools Federal Credit Union  April 2006 - June 2006
New York Life Insurance Company   May 2005 - February 2006
New York Life Insurance Company   November 2003 - May 2005

Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM

Education
Arizona State University   2008 — 2009
Masters of Science, Financial Analysis

Arizona State University West   2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management

Arizona State University   2004 — 2007
Bachelors of Science, Financial Management

Arizona State University West   2003 — 2007
Bachelors of Science, Global Business- Financial Management

Glendale Community College   2002 — 2004
Associate of Science, Business Management

Coleman McNider Coleman McNider Birmingham, Alabama Area Details
Coleman McNider's New York Life Insurance Company Experience February 2010 - August 2010
Job Quality Control Technician at Jim Walter Resources
Industry Mining & Metals
Experience
Jim Walter Resources  June 2011 - Present
Mark's Outdoor Sports   September 2010 - June 2011
New York Life Insurance Company   February 2010 - August 2010
Brasfield & Gorrie  May 2004 - August 2004

Skills
Personal Finance, Quality Management, Microsoft Office, Leadership, Management

Education
Auburn University   2004 — 2009
Bachelor's degree, Science and Business Administration; Finance

Jackie Halliday Jackie Halliday Greater Boston Area Details
Jackie Halliday's New York Life Insurance Company Experience April 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2014 - Present
Citizens Bank  October 2003 - February 2013

Skills
Protection..., Risk Management, 401k Rollovers, Annuity Sales, Education Funding..., IRA Rollovers, Lifetime Income..., Retirement Planning, Supplements to Employee..., Relationship Planning, Life Insurance, Public Speaking, Protection Planning /..., Wealth Transfer..., Management

Education
Northeastern University   1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration

Auburn University   1987 — 1989
Accounting and Finance

Randolph High School   1984 — 1987

Stefan M. Dell'Orso Stefan M. Dell'Orso Scottsdale, Arizona Details
Stefan M. Dell'Orso's New York Life Insurance Company Experience May 2012 - Present
Job Licensed Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   May 2012 - Present
Cantina Laredo  October 2008 - April 2012

Skills
Restaurants, Bartending, Food Service, Food & Beverage, Wine, Restaurant Management, Event Planning, Customer Service, Food, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Menu Development, Microsoft Word

Education
Arizona State University   2006 — 2010
Bachelor's Degree, Political Science

Mike Stearman Mike Stearman Greater New York City Area Details
Mike Stearman's New York Life Insurance Company Experience September 2006 - Present
Job CVP Enterprise DB Architecture and Engineering New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2006 - Present
Bloomberg LP  2006 - 2006
Starwood Hotels & Resorts Worldwide, Inc.   2004 - 2006
Lightbridge  November 1999 - March 2004
Oracle  June 1997 - November 1999
Universal Studios  August 1995 - June 1997

Skills
Oracle, High Availability, Oracle RAC, DR, Hadoop, Data Domain, Platform conversion, Oracle 11g, Oracle DataGuard, Linux Migration, Delphix, Virtualization, Data Warehousing, Databases, Enterprise Architecture, SDLC, Disaster Recovery, Red Hat Linux, IT Outsourcing, Oracle 12c, Oracle Goldengate, Business Analysis, Integration, SQL, IT Strategy, IT Management, Vendor Management

Education
Auburn University   1994 — 1995
Master of Business Administration (MBA), Finance/MIS, 4/0

Auburn University   1991 — 1994
Bachelor of Science (BS), Economics, 3.9

Amelia Fisher Amelia Fisher Cleveland/Akron, Ohio Area Details
Amelia Fisher's New York Life Insurance Company Experience June 2008 - Present
Job Service Assistant II at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2008 - Present
Bubba's Q World Famous BBQ and Catering   May 2006 - June 2008

Education
Ashland University   2004 — 2008
BSBA, Marketing and Finance

Shareef Gomaa Shareef Gomaa Providence, Rhode Island Area Details
Shareef Gomaa's New York Life Insurance Company Experience August 2013 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Investment Banking
Experience
New York Life Insurance Company   August 2013 - Present

Education
University of Rhode Island - College of Business Administration   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Arizona State University   2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Sean Trent Sean Trent Greater San Diego Area Details
Sean Trent's New York Life Insurance Company Experience December 2001 - June 2003
Job National Accounts Manager National Funding
Industry Professional Training & Coaching
Experience
National Funding  April 2015 - Present
Ashford University  November 2011 - August 2015
ProfitFuel  January 2011 - November 2011
Matrix Direct  January 2006 - July 2008
Unitrin Direct  June 2003 - December 2005
New York Life Insurance Company   December 2001 - June 2003
GEICO  December 1996 - December 2001

Skills
Insurance, Cold Calling, Sales Management, Customer Service, Call Center, Customer Relations, Word, Excel, Coaching, Microsoft Office, Account Management, Negotiation, PowerPoint, Outlook, Property & Casualty..., Public Speaking, General Insurance, Problem Solving, Online Marketing, Budgeting, Social Media, Marketing Strategy, SEO, Consultative Selling, Advertising, General Liability, Access, Retail, B2B, Analysis, Administration, Selling, Lead Generation, Photoshop, Umbrella, Time Management, Underwriting, Call Centers, Sales

Education
Ashford University   2012 — 2015
Business Information Systems

Bradley University   1991 — 1993
Computer information systems and accounting

Steve Snodgrass Steve Snodgrass Gilbert, Arizona Details
Steve Snodgrass's New York Life Insurance Company Experience 2001 - 2006
Job Relationship Manager, Asst. VP Business Banking with JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase  October 2008 - Present
American Advisory Group   2005 - 2006
New York Life Insurance Company   2001 - 2006

Education
Arizona State University

Joseph Barss Joseph Barss Phoenix, Arizona Area Details
Joseph Barss's New York Life Insurance Company Experience August 2012 - January 2014
Job Agency Manager at Allstate
Industry Financial Services
Experience
Allstate  April 2014 - Present
New York Life Insurance Company   August 2012 - January 2014
Northwestern Mutual  December 2011 - June 2012

Skills
Sales, Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Planning, Long-term Care, Insurance, Fixed Annuities, Retirement, Team Building, Leadership, Customer Service

Education
Arizona State University   2007 — 2011
Bachelor of Science, Business Administration

Christine Zippi Christine Zippi Liverpool, New York Details
Christine Zippi's New York Life Insurance Company Experience September 2010 - February 2012
Job Sales Representative at Humana
Industry Insurance
Experience
Humana  July 2012 - Present
New York Life Insurance Company   September 2010 - February 2012

Education
Ashford
Masters, Public Administration

Ashford University
Bachelor of Business Administration (B.B.A.), Organizational Behaviour

Young-Suk Stella Lee Young-Suk Stella Lee Bellevue, Washington Details
Young-Suk Stella Lee's New York Life Insurance Company Experience February 2010 - Present
Job Agent and Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2010 - Present
Totem Deli   July 2002 - September 2009
Microsoft  May 2000 - December 2001
American Express Co.  1985 - 1987

Education
Arizona State University   1983 — 1985
Master's degree, Industrial Engineering

경북대학교 / Kyungpook National University   1976 — 1980
Bachelor's degree, French Language and Literature

Kyungpook Girls' High School   1972 — 1975

shoshanah howell shoshanah howell Queens Village, New York Details
shoshanah howell's New York Life Insurance Company Experience ownerssmarketing llcMarch 2011 - March 2012
Job Licensed Life Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   ownerssmarketing llcMarch 2011 - March 2012

Skills
Small Business, Insurance, Entrepreneurship, New Business Development, Marketing Strategy, Strategic Planning, Coaching, Marketing, Commercial Insurance, Property & Casualty..., Term Life Insurance, Business Strategy, Team Building, Sales Management, Life Insurance, Social Media Marketing, Start-ups, Customer Service, Social Media, Health Insurance

Education
Ashford University   2010 — 2013
Business Administration, Management and Operations

Sanford-Brown Institute-New York
Medical Insurance Specialist/Medical Biller

Jason R. Friday CFP®, MPAS®, CMFC, CRPC Jason R. Friday CFP®, MPAS®, CMFC, CRPC Westwood, Massachusetts Details
Jason R. Friday CFP®, MPAS®, CMFC, CRPC's New York Life Insurance Company Experience September 2011 - July 2013
Job Director, Personal Financial Solutions & Investment Consulting at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management  August 2013 - Present
New York Life Insurance Company   September 2011 - July 2013
New York Life Investment Management  September 2007 - August 2011
New York Life Investment Management  February 2005 - August 2007
StrategicPoint Investment Advisors  August 2004 - January 2005
Charles Schwab & Co.Inc   April 2003 - August 2004
Fidelity Investments  January 1997 - April 2003
Fidelity Investments  January 1995 - January 1997
Fidelity Investments  January 1993 - January 1995

Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning

Education
College for Financial Planning   2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA

Boston University   1995 — 1999
Certificate, Personal Financial Planning, Completion

Bentley College   1995 — 1998
Pension and Employee Benefits

Assumption College   1989 — 1993
Bachelor's Degree, Political Science

Marian High School   1984 — 1988

Melodee Nowatzki Melodee Nowatzki Fargo, North Dakota Details
Melodee Nowatzki's New York Life Insurance Company Experience 1985 - 1987
Job School Psychologist, Fargo Public Schools
Industry Education Management
Experience
Fargo Public Schools  2007 - Present
Rule CPC Sexual Abuse Treatment   2007 - 2009
Sexual Abuse Treatment Program   July 2006 - January 2007
Mesa Public Schools  2000 - 2006
Nowatzki Psychological Services, Inc.   1998 - 2006
Laveen School District   1994 - 1998
AZ Capital Representation Project   February 1992 - August 1994
North Dakota State University  1987 - 1990
New York Life Insurance Company   1985 - 1987
New York Life Insurance Company   1981 - 1985

Skills
Dyslexia Consultant,..., Special Education, K-12, Classroom Management, Educational Technology, Grant Writing, Applied Behavior...

Education
Arizona State University   1992 — 1995
School Psychology

Minnesota State University, Moorhead
M.S., School Psychology

NDSU
Bachelor of Science (BS), Psychology & Sociology

University of Arizona
M.S., Education/Teaching of Individuals with Vision Impairments Including Blindness

University of San Diego
Graduate Course in Dyslexia Screening & Assessments

Minister Sonja Washington Minister Sonja Washington Montgomery, Alabama Area Details
Minister Sonja Washington's New York Life Insurance Company Experience December 2001 - July 2008
Job Minister at Open Arms Ministries
Industry Religious Institutions
Experience
New Hope Missionary Baptist Church  October 2010 - July 2013
Walmart  November 2011 - April 2012
Greenville First Steps  May 2010 - December 2010
New York Life Insurance Company   December 2001 - July 2008

Skills
Preaching, Nonprofits, Community Outreach, Biblical Studies, Youth Ministry, Theology

Education
Ashford University

Josh Stennett Josh Stennett Columbus, Mississippi Details
Josh Stennett's New York Life Insurance Company Experience February 2013 - Present
Job Sales Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2013 - Present

Education
Athens State University
Bachelor of Science (BS), Business/HR

andrew ruttenberg andrew ruttenberg Deerfield, Illinois Details
andrew ruttenberg's New York Life Insurance Company Experience September 2009 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2009 - Present
Ruttenberg Capital Mgmt   January 2001 - February 2009
CBOT  January 1981 - January 2001

Education
Arizona State University   1974 — 1978
Bachelor's degree, Business/Corporate Communications

Ruben Lapus Ruben Lapus Pittsburg, California Details
Ruben Lapus's New York Life Insurance Company Experience January 2000 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2000 - Present
CTM Trading Corp.   June 1982 - 1999

Skills
Underwriting, Customer Service, Microsoft Office, Strategic Planning, Retirement Planning, Microsoft Excel, Team Building, Management, Fixed Annuities, Sales, Life Insurance, Leadership

Education
Ateneo de Manila University   1972 — 1975
Master of Business Administration (MBA), Finance and Financial Management Services

Ateneo de Manila University
Master of Business Administration (MBA), Finance and Financial Management Services

Far Eastern University
Bachelor of Science (BSc), Accounting and Finance, With Honors

Sheila Stargel-Davis Sheila Stargel-Davis Loganville, Georgia Details
Sheila Stargel-Davis's New York Life Insurance Company Experience March 1974 - September 2005
Job CNA at Southern Oaks Plantation
Industry Hospitality
Experience
Southern Oaks Plantation  July 2010 - Present
Joe Ray Bonding   February 2006 - November 2008
New York Life Insurance Company   March 1974 - September 2005

Education
Athens Technical College   2009 — 2010
Patient Care Assisting

Stefan Michael Dell'Orso Stefan Michael Dell'Orso Chandler, Arizona Details
Stefan Michael Dell'Orso's New York Life Insurance Company Experience May 2012 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Cantina Laredo  January 2013 - April 2013
New York Life Insurance Company   May 2012 - December 2012
Cantina Laredo  October 2008 - June 2012

Skills
Call Centers, Leadership, Customer Service, Marketing, Sales

Education
Arizona State University   2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government

Azim Uddin Azim Uddin San Jose, California Details
Azim Uddin's New York Life Insurance Company Experience May 2014 - Present
Job Manager at Jack in the Box
Industry Restaurants
Experience
New York Life Insurance Company   May 2014 - Present

Education
Armstrong University   1986 — 1988
Master of Business Administration (MBA), Marketing

D J Science College Karachi.   1983 — 1985
Bachelor of Science (BSc), Microbiology, General

Keisha Gilbert Keisha Gilbert New York, New York Details
Keisha Gilbert's New York Life Insurance Company Experience September 2014 - Present
Job Claims Assistant at New York Life Insurance Company
Industry Financial Services
Experience
US Tech Solutions  September 2014 - Present
New York Life Insurance Company   September 2014 - Present

Skills
Customer Service, Microsoft Office, Claim, Teamwork, Microsoft Excel, Outlook, Insurance

Education
ASA Institute of Business and Computer Technology   2011 — 2013
Associate's degree, Health Care Office Office Administration