New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Larry Hoyle Larry Hoyle's New York Life Insurance Company Experience December 2012 - February 2014
Job Outside Sales Consultant at SolarCity
Industry Environmental Services
Experience
SolarCity February 2014 - Present
SolarCity February 2014 - Present
New York Life Insurance Company December 2012 - February 2014
Skills
Solar Energy, Solar Power, Solar PV, Environmental Education, Environmental Awareness, Retirement Planning, Estate Planning, Life Insurance, Universal Life, Fixed Annuities, Key Person Protection, Protection..., Wealth Preservation..., College Savings Plans, Whole Life, Permanent Life Insurance, 401k Rollovers, Gifting Strategies, College Funding..., Father, Husband, Christian Ministry, Property & Casualty..., Sales, Customer Service, Management, Team Building
Education
Kwantlen University College 1989 — 1992
Business, Management, Marketing, and Related Support Services
SolarCity February 2014 - Present
SolarCity February 2014 - Present
New York Life Insurance Company December 2012 - February 2014
Skills
Solar Energy, Solar Power, Solar PV, Environmental Education, Environmental Awareness, Retirement Planning, Estate Planning, Life Insurance, Universal Life, Fixed Annuities, Key Person Protection, Protection..., Wealth Preservation..., College Savings Plans, Whole Life, Permanent Life Insurance, 401k Rollovers, Gifting Strategies, College Funding..., Father, Husband, Christian Ministry, Property & Casualty..., Sales, Customer Service, Management, Team Building
Education
Kwantlen University College 1989 — 1992
Business, Management, Marketing, and Related Support Services
Erika Eggo Erika Eggo's New York Life Insurance Company Experience May 2011 - November 2012
Job Medical Benefits Broker @ Morris Insurance
Industry Insurance
Experience
Morris Insurance November 2012 - Present
New York Life Insurance Company May 2011 - November 2012
Skills
Health Insurance, Medical Benefits, Disability Insurance, Life Insurance, Long Term Care Insurance, Term Life Insurance, Whole Life, Universal Life, Retirement Planning, Key Person Protection, Guaranteed Lifetime..., College Savings Plans
Education
Lane Community College
Morris Insurance November 2012 - Present
New York Life Insurance Company May 2011 - November 2012
Skills
Health Insurance, Medical Benefits, Disability Insurance, Life Insurance, Long Term Care Insurance, Term Life Insurance, Whole Life, Universal Life, Retirement Planning, Key Person Protection, Guaranteed Lifetime..., College Savings Plans
Education
Lane Community College
Roy Hughes Roy Hughes's New York Life Insurance Company Experience 2002 - 2005
Job CEO at Hughes and Grayson Industries LLC
Industry Transportation/Trucking/Railroad
Experience
Hughes and Grayson Industries LLC 2010 - Present
Financial Destinations Incorporated 2009 - 2011
US Bank Home Mortgage 2007 - 2010
Wells Fargo Home Mortgage 2005 - 2007
New York Life Insurance Company 2002 - 2005
Skills
Team Building, Management, Customer Service, Public Speaking, New Business Development, Sales Management, Strategic Planning, Negotiation, Marketing, Coaching, Marketing Strategy, Sales, Contract Negotiation, Leadership, Social Media, Entrepreneurship, Customer Satisfaction, Social Media Marketing, Recruiting, Account Management, Training, Business Development, Leadership Development, Business Planning, Event Planning, Budgets, Operations Management, Business Strategy, Strategy, Small Business, Selling, Finance, Team Leadership, Process Improvement, Social Networking, Project Planning, Public Relations, Organizational..., B2B, Project Management
Education
Kentucky State University 1982 — 1987
Bachelor's degree, Business Administration and Management, General
Hughes and Grayson Industries LLC 2010 - Present
Financial Destinations Incorporated 2009 - 2011
US Bank Home Mortgage 2007 - 2010
Wells Fargo Home Mortgage 2005 - 2007
New York Life Insurance Company 2002 - 2005
Skills
Team Building, Management, Customer Service, Public Speaking, New Business Development, Sales Management, Strategic Planning, Negotiation, Marketing, Coaching, Marketing Strategy, Sales, Contract Negotiation, Leadership, Social Media, Entrepreneurship, Customer Satisfaction, Social Media Marketing, Recruiting, Account Management, Training, Business Development, Leadership Development, Business Planning, Event Planning, Budgets, Operations Management, Business Strategy, Strategy, Small Business, Selling, Finance, Team Leadership, Process Improvement, Social Networking, Project Planning, Public Relations, Organizational..., B2B, Project Management
Education
Kentucky State University 1982 — 1987
Bachelor's degree, Business Administration and Management, General
Lindsey Slater Lindsey Slater's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
PETCO Animal Supplies, Inc. September 2012 - December 2014
Platinum Supplemental Insurance, Inc. May 2014 - August 2014
Bowman Woods Swim and Racquet Club June 2011 - August 2012
River Ridge Kids September 2011 - May 2012
Skills
Communication Skills, Marketing Strategy, Problem Solving, Licensed Life and..., Licensed in Long Term..., Whole Life Insurance, Sales, Sales Process, Direct Sales, Lead Generation, Time Management, Networking, Education Funding..., New Business Development, Leadership, Social Media Marketing, Customer Relations, Management, Retirement Planning
Education
University of Iowa 2012 — 2014
Bachelor's of Business Administration, Marketing
Kirkwood Community College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company December 2014 - Present
PETCO Animal Supplies, Inc. September 2012 - December 2014
Platinum Supplemental Insurance, Inc. May 2014 - August 2014
Bowman Woods Swim and Racquet Club June 2011 - August 2012
River Ridge Kids September 2011 - May 2012
Skills
Communication Skills, Marketing Strategy, Problem Solving, Licensed Life and..., Licensed in Long Term..., Whole Life Insurance, Sales, Sales Process, Direct Sales, Lead Generation, Time Management, Networking, Education Funding..., New Business Development, Leadership, Social Media Marketing, Customer Relations, Management, Retirement Planning
Education
University of Iowa 2012 — 2014
Bachelor's of Business Administration, Marketing
Kirkwood Community College 2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bradford L. Meigs Bradford L. Meigs's New York Life Insurance Company Experience November 1974 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC November 1974 - Present
NYLIFE Securities LLC November 1974 - Present
New York Life Insurance Company November 1974 - Present
LF Rothschild June 1972 - November 1974
Skills
Insurance Agent, Life Insurance, Estate Planning, Business Planning, Retirement Planning, Financial Planning
Education
The American College 2001 — 2001
Masters, Science in Financial Services
Lafayette College 1967 — 1971
Bachelor of Arts (BA), Economics
Eagle Strategies, LLC November 1974 - Present
NYLIFE Securities LLC November 1974 - Present
New York Life Insurance Company November 1974 - Present
LF Rothschild June 1972 - November 1974
Skills
Insurance Agent, Life Insurance, Estate Planning, Business Planning, Retirement Planning, Financial Planning
Education
The American College 2001 — 2001
Masters, Science in Financial Services
Lafayette College 1967 — 1971
Bachelor of Arts (BA), Economics
John Travis Mendez's New York Life Insurance Company Experience March 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
JCPenney June 2010 - March 2012
Sodexo January 2008 - May 2010
Finish Line May 2009 - August 2009
Skills
Sales, Management, Leadership, Customer Service, Customer Satisfaction, Marketing, Retail, Team Building, Team Leadership, Merchandising, Accounting, Microsoft Excel, PowerPoint, Inventory Management, Social Networking, Sales Management
Education
Mansfield University of Pennsylvania 2007 — 2010
Bachelor's degree, General Business, Managment, Marketing, 3.1
King's College 2006 — 2007
Mount Saint Michael Academy 2002 — 2006
High school
New York Life Insurance Company March 2012 - Present
JCPenney June 2010 - March 2012
Sodexo January 2008 - May 2010
Finish Line May 2009 - August 2009
Skills
Sales, Management, Leadership, Customer Service, Customer Satisfaction, Marketing, Retail, Team Building, Team Leadership, Merchandising, Accounting, Microsoft Excel, PowerPoint, Inventory Management, Social Networking, Sales Management
Education
Mansfield University of Pennsylvania 2007 — 2010
Bachelor's degree, General Business, Managment, Marketing, 3.1
King's College 2006 — 2007
Mount Saint Michael Academy 2002 — 2006
High school
Steve Rickard Steve Rickard's New York Life Insurance Company Experience June 2014 - October 2014
Job Banking
Industry Insurance
Experience
New York Life Insurance Company June 2014 - October 2014
Lexington School District Five August 2013 - June 2014
Richland School District One August 2012 - June 2013
Skills
Life Insurance, Retirement Planning, Business Insurance..., Lifetime Income..., Strategic Financial..., Technology Integration, Instructional Design, Staff Development, Admissions, Adult Education, E-Learning, Student Affairs, Instructional Technology, K-12, Higher Education, Classroom Management, Blended Learning, Educational Consulting, Career Counseling
Education
University of South Carolina 2005 — 2006
Master's degree, Social Studies Teacher Education
Lander University 1989 — 1992
Bachelor of Science (BS), History
Chapin High
New York Life Insurance Company June 2014 - October 2014
Lexington School District Five August 2013 - June 2014
Richland School District One August 2012 - June 2013
Skills
Life Insurance, Retirement Planning, Business Insurance..., Lifetime Income..., Strategic Financial..., Technology Integration, Instructional Design, Staff Development, Admissions, Adult Education, E-Learning, Student Affairs, Instructional Technology, K-12, Higher Education, Classroom Management, Blended Learning, Educational Consulting, Career Counseling
Education
University of South Carolina 2005 — 2006
Master's degree, Social Studies Teacher Education
Lander University 1989 — 1992
Bachelor of Science (BS), History
Chapin High
Baris Keskin Baris Keskin's New York Life Insurance Company Experience January 2013 - Present
Job NewYork Life
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Sales, Retirement Planning, Retirement, Whole Life, Marketing, Risk Management
Education
LaGuardia Community College 2010 — 2013
Farabi Lisesi
New York Life Insurance Company January 2013 - Present
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Sales, Retirement Planning, Retirement, Whole Life, Marketing, Risk Management
Education
LaGuardia Community College 2010 — 2013
Farabi Lisesi
Bradley Martina's New York Life Insurance Company Experience July 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
Skills
Insurance, Life Insurance, Finance, Protection..., Analysis, Time Management, Thought Leadership, Sales, Multi-Tasking Skills, Customer Relations, Whole Life Insurance
Education
SUNY Plattsburgh 2005 — 2007
Master of Science (M.S.), College and Agency Counseling
Keuka College 1998 — 2002
Bachelor of Arts (B.A.), Sociology and Education
Dansville High School 1994 — 1997
Math and Science
New York Life Insurance Company July 2013 - Present
Skills
Insurance, Life Insurance, Finance, Protection..., Analysis, Time Management, Thought Leadership, Sales, Multi-Tasking Skills, Customer Relations, Whole Life Insurance
Education
SUNY Plattsburgh 2005 — 2007
Master of Science (M.S.), College and Agency Counseling
Keuka College 1998 — 2002
Bachelor of Arts (B.A.), Sociology and Education
Dansville High School 1994 — 1997
Math and Science
Richard Richardson's New York Life Insurance Company Experience August 2010 - March 2014
Job Allstate Insurance
Industry Financial Services
Experience
Allstate May 2014 - Present
New York Life Insurance Company August 2010 - March 2014
Beauty Enterprises September 2006 - January 2010
Skills
Disability Insurance, Health Insurance, Insurance, Investments, Real Estate
Education
University of California, Berkeley 1993 — 1996
BA, American Studies
Laney College 1991 — 1993
Associate of Arts (A.A.), General Studies
Allstate May 2014 - Present
New York Life Insurance Company August 2010 - March 2014
Beauty Enterprises September 2006 - January 2010
Skills
Disability Insurance, Health Insurance, Insurance, Investments, Real Estate
Education
University of California, Berkeley 1993 — 1996
BA, American Studies
Laney College 1991 — 1993
Associate of Arts (A.A.), General Studies
Nick Corrao Nick Corrao's New York Life Insurance Company Experience April 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC April 2014 - Present
Cavalier Distributing Co January 2011 - April 2014
Heidelberg Distributing Co April 2005 - December 2010
Skills
Customer Service, Finance, Business Planning, Customer Retention, Retirement Planning, Social Networking, Problem Solving, Building Relationships, Relationship Building, Sales, Customer Satisfaction, Insurance, Parallel Parking, Creative Problem Solving, Getting the Best Out Of..., Supervisory Experience, Customer Insight, Credibility, IRAs, Employee Benefits
Education
Kent State University 1998 — 2002
Psychology
Aurora High School 1995 — 1998
Diploma
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC April 2014 - Present
Cavalier Distributing Co January 2011 - April 2014
Heidelberg Distributing Co April 2005 - December 2010
Skills
Customer Service, Finance, Business Planning, Customer Retention, Retirement Planning, Social Networking, Problem Solving, Building Relationships, Relationship Building, Sales, Customer Satisfaction, Insurance, Parallel Parking, Creative Problem Solving, Getting the Best Out Of..., Supervisory Experience, Customer Insight, Credibility, IRAs, Employee Benefits
Education
Kent State University 1998 — 2002
Psychology
Aurora High School 1995 — 1998
Diploma
Emily Rowell's New York Life Insurance Company Experience May 2009 - June 2011
Job Radio Show Host at Atlanta Legal Experts Radio helping Attorneys & Legal Profession speak out about their cause.
Industry Commercial Real Estate
Experience
Buckhead Business RadioX® May 2014 - Present
Peachtree Offices, LLC June 2011 - Present
New York Life Insurance Company May 2009 - June 2011
Firebirds Restaurants June 2008 - April 2009
Skills
Leadership, Customer Service, Sales, Account Management, Budgets, Training, Team Building, Strategic Planning, Social Networking, Public Speaking, Sales Management, Marketing, Coaching, New Business Development, Start-ups, Contract Negotiation, Management, Microsoft Excel, Negotiation, Public Relations, Time Management, Cold Calling, Customer Satisfaction, Social Media Marketing, Small Business, Microsoft Office, Selling, Social Media, Advertising, Online Marketing, Real Estate, Business Planning, Consulting, Business Development, Marketing Strategy, Event Management, Leadership Development, Online Advertising, Salesforce.com, Entrepreneurship, Market Research, Commercial Real Estate, Event Planning, Team Leadership, Recruiting, Direct Sales, Strategy, Insurance, B2B, Retail
Education
Kennesaw State University 1997 — 2000
Early Childhood Education and Teaching
Garnet Valley High School 1992 — 1994
High School
Milton High School 1990 — 1992
Buckhead Business RadioX® May 2014 - Present
Peachtree Offices, LLC June 2011 - Present
New York Life Insurance Company May 2009 - June 2011
Firebirds Restaurants June 2008 - April 2009
Skills
Leadership, Customer Service, Sales, Account Management, Budgets, Training, Team Building, Strategic Planning, Social Networking, Public Speaking, Sales Management, Marketing, Coaching, New Business Development, Start-ups, Contract Negotiation, Management, Microsoft Excel, Negotiation, Public Relations, Time Management, Cold Calling, Customer Satisfaction, Social Media Marketing, Small Business, Microsoft Office, Selling, Social Media, Advertising, Online Marketing, Real Estate, Business Planning, Consulting, Business Development, Marketing Strategy, Event Management, Leadership Development, Online Advertising, Salesforce.com, Entrepreneurship, Market Research, Commercial Real Estate, Event Planning, Team Leadership, Recruiting, Direct Sales, Strategy, Insurance, B2B, Retail
Education
Kennesaw State University 1997 — 2000
Early Childhood Education and Teaching
Garnet Valley High School 1992 — 1994
High School
Milton High School 1990 — 1992
Riley Thomas Riley Thomas's New York Life Insurance Company Experience July 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Accounting, Fixed Annuities, Public Speaking, Leadership, Customer Service, Microsoft Office, Marketing, Social Media, Sales, Team Building, Investments, Retirement Planning
Education
Lake Erie College 2010 — 2014
Accounting, Accounting and Business/Management, 3.5 GPA
Cardington-Lincoln High School 2006 — 2010
New York Life Insurance Company July 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Accounting, Fixed Annuities, Public Speaking, Leadership, Customer Service, Microsoft Office, Marketing, Social Media, Sales, Team Building, Investments, Retirement Planning
Education
Lake Erie College 2010 — 2014
Accounting, Accounting and Business/Management, 3.5 GPA
Cardington-Lincoln High School 2006 — 2010
Lorna Ayeras Lorna Ayeras's New York Life Insurance Company Experience June 1992 - September 1999
Job Petty Cashier/Accounts Payable Clerk at Dewey & LeBoeuf LLP
Industry
Experience
Dewey & LeBoeuf LLP 2000 - March 2009
New York Life Insurance Company June 1992 - September 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, Windows, Teamwork, Team Building, Elite, Retail Banking, Account Reconciliation, Medical Billing, Front Office Support, Accounts Payable, Invoicing
Education
Kingsborough Community College 2010 — 2011
Certificate, Medical Billing and Coding Specialist
SUNY, BEOC 2010 — 2011
SUNY, BEOC - Medical E-Records and Office Administration, Certificate
Dewey & LeBoeuf LLP 2000 - March 2009
New York Life Insurance Company June 1992 - September 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, Windows, Teamwork, Team Building, Elite, Retail Banking, Account Reconciliation, Medical Billing, Front Office Support, Accounts Payable, Invoicing
Education
Kingsborough Community College 2010 — 2011
Certificate, Medical Billing and Coding Specialist
SUNY, BEOC 2010 — 2011
SUNY, BEOC - Medical E-Records and Office Administration, Certificate
Amy Kmieciak's New York Life Insurance Company Experience 2014 - January 2015
Job Lead Decision Science Analyst at USAA
Industry Financial Services
Experience
USAA January 2015 - Present
New York Life Insurance Company 2014 - January 2015
USAA July 2008 - 2014
USAA July 2004 - July 2008
American Express December 2003 - June 2004
Shopko 2002 - 2004
Greatland Corporation 2001 - 2002
Skills
Analytics, Business Analysis, Business Intelligence, SAS, SDLC, SQL, Web Analytics, Data Analysis, Requirements Analysis, Omniture, Requirements Gathering, Visio, Web Design, Hadoop, Big Data, Strategy
Education
Lakeland College 1998 — 2004
Bachelor, Computer Science
USAA January 2015 - Present
New York Life Insurance Company 2014 - January 2015
USAA July 2008 - 2014
USAA July 2004 - July 2008
American Express December 2003 - June 2004
Shopko 2002 - 2004
Greatland Corporation 2001 - 2002
Skills
Analytics, Business Analysis, Business Intelligence, SAS, SDLC, SQL, Web Analytics, Data Analysis, Requirements Analysis, Omniture, Requirements Gathering, Visio, Web Design, Hadoop, Big Data, Strategy
Education
Lakeland College 1998 — 2004
Bachelor, Computer Science
Shyue-Jyh, George Yau's New York Life Insurance Company Experience January 2009 - Present
Job Owner at Everprosper Risk Management and Financial Service LLC
Industry Financial Services
Experience
Everprosper Risk Management and Financial Service LLC January 2014 - Present
New York Life Insurance Company January 2009 - Present
China Merchandise Corp. April 1990 - February 2008
EPCOM CORP. October 1986 - July 1994
Tatung University, Chemical Engineering Department September 1981 - October 1982
ROC Army Aviation Corps October 1979 - July 1981
Skills
Problem Solving, New Business Development, Marketing Strategy, Community Outreach, Life Insurance, Health Insurance and ..., Retirement Planning, Lifetime Income..., Mutual Funds & Annuities, Estate Planning..., Kid's Education Funding..., Macro and Micro..., Estate Planning, Long Term Care Insurance, Entrepreneurship, Fixed Annuities, Strategy, Leadership, Disability Insurance, Business Development, Management, Insurance, Sales, Product Development, Microsoft Office
Education
Lamar University 1985 — 1986
MS, Computer Science
Lamar University 1983 — 1984
MES, Chemical Engineering
Tatung University 1975 — 1979
Bachelor of Science (BS), Chemical Engineering
Everprosper Risk Management and Financial Service LLC January 2014 - Present
New York Life Insurance Company January 2009 - Present
China Merchandise Corp. April 1990 - February 2008
EPCOM CORP. October 1986 - July 1994
Tatung University, Chemical Engineering Department September 1981 - October 1982
ROC Army Aviation Corps October 1979 - July 1981
Skills
Problem Solving, New Business Development, Marketing Strategy, Community Outreach, Life Insurance, Health Insurance and ..., Retirement Planning, Lifetime Income..., Mutual Funds & Annuities, Estate Planning..., Kid's Education Funding..., Macro and Micro..., Estate Planning, Long Term Care Insurance, Entrepreneurship, Fixed Annuities, Strategy, Leadership, Disability Insurance, Business Development, Management, Insurance, Sales, Product Development, Microsoft Office
Education
Lamar University 1985 — 1986
MS, Computer Science
Lamar University 1983 — 1984
MES, Chemical Engineering
Tatung University 1975 — 1979
Bachelor of Science (BS), Chemical Engineering
Tommy Igou Tommy Igou's New York Life Insurance Company Experience January 2013 - May 2014
Job IMD & Full Time Dad
Industry Marketing and Advertising
Experience
Team Igou May 2015 - Present
The Limu Company September 2014 - February 2015
Workout Anytime Franchising Systems, LLC May 2014 - October 2014
New York Life Insurance Company January 2013 - May 2014
Comcast Cable 2008 - 2013
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Strategic Financial..., Employee Benefits, Financial Planners, Health Insurance, Long-term Care, Retirement, Investments, Retirement Planning, Long Term Care Insurance, Mutual Funds, Financial Services, Sales, Marketing, Social Networking, Networking, Fitness, Fitness Consulting
Education
Kennesaw State University
Team Igou May 2015 - Present
The Limu Company September 2014 - February 2015
Workout Anytime Franchising Systems, LLC May 2014 - October 2014
New York Life Insurance Company January 2013 - May 2014
Comcast Cable 2008 - 2013
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Strategic Financial..., Employee Benefits, Financial Planners, Health Insurance, Long-term Care, Retirement, Investments, Retirement Planning, Long Term Care Insurance, Mutual Funds, Financial Services, Sales, Marketing, Social Networking, Networking, Fitness, Fitness Consulting
Education
Kennesaw State University
Lindsay Shadbolt Lindsay Shadbolt's New York Life Insurance Company Experience 2001 - 2011
Job Systems Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2013 - Present
New York Life January 2011 - April 2012
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company March 1997 - March 2001
Skills
Project Management, Information Technology, Product Development, Fixed Annuities, Variable Annuities, Variable Products, Insurance, Variable Universal Life, Financial Services, IT Management, IT Solutions, Interdepartmental..., Budget Process, Divisional Management, Team Leadership, Variable Life, Retirement, Management, Financial Analysis, IT Strategy, Life Insurance, Business Process..., Strategic Financial..., Business Analysis, SDLC, PMO, Investments, Customer Satisfaction, Mutual Funds, Software Documentation, Product Management, Business Planning, Risk Management
Education
Anisfield School of Business, Ramapo College
Certificate in Project Management
NYU Stern School of Business 1988 — 1992
Master of Business Administration (MBA), Finance
Lafayette College 1978 — 1982
Bachelor's degree, Economics
Prudential Financial March 2013 - Present
New York Life January 2011 - April 2012
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company March 1997 - March 2001
Skills
Project Management, Information Technology, Product Development, Fixed Annuities, Variable Annuities, Variable Products, Insurance, Variable Universal Life, Financial Services, IT Management, IT Solutions, Interdepartmental..., Budget Process, Divisional Management, Team Leadership, Variable Life, Retirement, Management, Financial Analysis, IT Strategy, Life Insurance, Business Process..., Strategic Financial..., Business Analysis, SDLC, PMO, Investments, Customer Satisfaction, Mutual Funds, Software Documentation, Product Management, Business Planning, Risk Management
Education
Anisfield School of Business, Ramapo College
Certificate in Project Management
NYU Stern School of Business 1988 — 1992
Master of Business Administration (MBA), Finance
Lafayette College 1978 — 1982
Bachelor's degree, Economics
Cassie Tarpley Cassie Tarpley's New York Life Insurance Company Experience 1977 - 1987
Job Veteran journalist, customer service champion
Industry Events Services
Experience
The Shelby Star September 1995 - July 2010
The Chatsworth Times 1990 - 1995
New York Life Insurance Company 1977 - 1987
Moore Business Forms 1974 - 1977
Skills
Public Speaking, 20+ years as..., Office Mgmt: Medical,..., Customer Service, Event Planning, Event Management, Public Relations, Books, Storytelling, Editing, Journalism, Interviews, Social Media Marketing, Social Media, Newspapers, Research
Education
LaGrange College 1964 — 1966
The Social Sciences
Reinhardt College
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities, Honors
Reinhardt University
Associate of Arts (A.A.)
The Shelby Star September 1995 - July 2010
The Chatsworth Times 1990 - 1995
New York Life Insurance Company 1977 - 1987
Moore Business Forms 1974 - 1977
Skills
Public Speaking, 20+ years as..., Office Mgmt: Medical,..., Customer Service, Event Planning, Event Management, Public Relations, Books, Storytelling, Editing, Journalism, Interviews, Social Media Marketing, Social Media, Newspapers, Research
Education
LaGrange College 1964 — 1966
The Social Sciences
Reinhardt College
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities, Honors
Reinhardt University
Associate of Arts (A.A.)
Justin Scheuble Justin Scheuble's New York Life Insurance Company Experience December 2012 - January 2015
Job Financial Services Representative at TD Bank
Industry Financial Services
Experience
TD January 2015 - Present
New York Life Insurance Company December 2012 - January 2015
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Wealth Management, Insurance, Portfolio Management, Asset Management, Alternative Investments, Long Term Care Insurance, Fixed Income, Long-term Care, Series 6, 401k Rollovers, Wealth Accumulation, 401k, Risk Management, Banking, Financial Analysis, Disability Insurance, Mutual Funds, Variable Products
Education
William Paterson University of New Jersey
Bachelor's degree, Business Administration and Management
Kingston University 2008 — 2008
Business Administration, Management and Operations
TD January 2015 - Present
New York Life Insurance Company December 2012 - January 2015
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Wealth Management, Insurance, Portfolio Management, Asset Management, Alternative Investments, Long Term Care Insurance, Fixed Income, Long-term Care, Series 6, 401k Rollovers, Wealth Accumulation, 401k, Risk Management, Banking, Financial Analysis, Disability Insurance, Mutual Funds, Variable Products
Education
William Paterson University of New Jersey
Bachelor's degree, Business Administration and Management
Kingston University 2008 — 2008
Business Administration, Management and Operations
Patrick Kavanah's New York Life Insurance Company Experience April 2013 - Present
Job Investment Sales Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
JPMorgan Chase December 2011 - April 2013
JPMorgan Chase August 2009 - December 2011
Skills
Marketing, Sales, Relation Management, Retentions, Investments, Efficiency, Growth Development, Account Developement, Finance, Fixed Income, Financial Risk, Mutual Funds, Retirement Planning, Equity Capital Markets, Financial Analysis
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor's degree, Speech Communication and Rhetoric
New York Life Insurance Company April 2013 - Present
JPMorgan Chase December 2011 - April 2013
JPMorgan Chase August 2009 - December 2011
Skills
Marketing, Sales, Relation Management, Retentions, Investments, Efficiency, Growth Development, Account Developement, Finance, Fixed Income, Financial Risk, Mutual Funds, Retirement Planning, Equity Capital Markets, Financial Analysis
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor's degree, Speech Communication and Rhetoric
Don Trexler Don Trexler's New York Life Insurance Company Experience January 2013 - Present
Job Corporate Vice President Claims at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
Dearborn National Life Insurance Company July 2010 - December 2012
Penn Mutual Life Insurance Company May 2008 - April 2010
InsPro Technologies Inc. July 2007 - April 2008
Penn Treaty Network America July 2003 - September 2006
Penn Treaty Network America October 2000 - July 2003
CIGNA January 1999 - October 2000
Penn Treaty Network America May 1998 - January 1999
Prudential May 1987 - February 1998
Skills
Term Life Insurance, Whole Life, Long Term Care, Medicare Supplements, Insurance, Disability Insurance, Critical Illness, FINRA Series 6, Accident, Claims, Process Improvement, Team Building, Claim, Long-term Care, Fixed Annuities, Medicare, Reinsurance, Human Resources, Series 6, Underwriting, Claims Management, Risk Management, Analysis, Claims Resolution, Claim Investigation, Strategic Planning, Training, Life Insurance, Customer Satisfaction, Health Insurance, Employee Benefits, Cross-functional Team..., Brokers, Leadership, Management, Recruiting, Change Management, General Insurance, Long Term Care Insurance, Budgets
Education
Kutztown University of Pennsylvania 1985 — 1986
Bachelor of Science, Public Administration
Penn State University 1983 — 1984
General Studies
Emmaus High School
New York Life Insurance Company January 2013 - Present
Dearborn National Life Insurance Company July 2010 - December 2012
Penn Mutual Life Insurance Company May 2008 - April 2010
InsPro Technologies Inc. July 2007 - April 2008
Penn Treaty Network America July 2003 - September 2006
Penn Treaty Network America October 2000 - July 2003
CIGNA January 1999 - October 2000
Penn Treaty Network America May 1998 - January 1999
Prudential May 1987 - February 1998
Skills
Term Life Insurance, Whole Life, Long Term Care, Medicare Supplements, Insurance, Disability Insurance, Critical Illness, FINRA Series 6, Accident, Claims, Process Improvement, Team Building, Claim, Long-term Care, Fixed Annuities, Medicare, Reinsurance, Human Resources, Series 6, Underwriting, Claims Management, Risk Management, Analysis, Claims Resolution, Claim Investigation, Strategic Planning, Training, Life Insurance, Customer Satisfaction, Health Insurance, Employee Benefits, Cross-functional Team..., Brokers, Leadership, Management, Recruiting, Change Management, General Insurance, Long Term Care Insurance, Budgets
Education
Kutztown University of Pennsylvania 1985 — 1986
Bachelor of Science, Public Administration
Penn State University 1983 — 1984
General Studies
Emmaus High School
Anthony Hartsfield, Sr.'s New York Life Insurance Company Experience June 1988 - June 1992
Job Health and Life Insurance Professional
Industry Financial Services
Experience
Hartsfield & Associates August 2012 - Present
University of Kentucky College of Public Health January 2008 - August 2012
University of Kentucky College of Medicine February 2005 - January 2008
Bluegrass Community and Technical College February 1999 - February 2005
Kentucky State University January 1995 - February 1999
Toyota Motor Manufacturing of Kentucky June 1992 - January 1995
New York Life Insurance Company June 1988 - June 1992
Skills
Leadership, Student recruitment and..., Negotiation skills, Cultural competence..., Direct Sales, Community Outreach, Public Speaking, Negotiation, Cultural Competency, Student Recruiting, Customer Retention, Leadership Development, Healthcare, Microsoft Office, Resume Writing, Staff Development, Teaching, Fundraising, Social Networking, Event Planning, Program Management, Project Planning, Management, Workshop Facilitation, Student Affairs, Training, Public Relations, Grants, Recruiting, Grant Writing, Social Media, Nonprofits, Program Development, Marketing, Student Development, Administration, Volunteer Management, Time Management, Program Evaluation, Career Counseling, Academic Advising, Admissions, Research, Higher Education
Education
Kentucky State University
Master of Public Administration (MPA), Human Resources Management/Personnel Administration, General
Kentucky Sate University
Bachelor of Science (BS), Music Education
University of Kentucky
Post-graduate study, Higher Education/Higher Education Administration
Hartsfield & Associates August 2012 - Present
University of Kentucky College of Public Health January 2008 - August 2012
University of Kentucky College of Medicine February 2005 - January 2008
Bluegrass Community and Technical College February 1999 - February 2005
Kentucky State University January 1995 - February 1999
Toyota Motor Manufacturing of Kentucky June 1992 - January 1995
New York Life Insurance Company June 1988 - June 1992
Skills
Leadership, Student recruitment and..., Negotiation skills, Cultural competence..., Direct Sales, Community Outreach, Public Speaking, Negotiation, Cultural Competency, Student Recruiting, Customer Retention, Leadership Development, Healthcare, Microsoft Office, Resume Writing, Staff Development, Teaching, Fundraising, Social Networking, Event Planning, Program Management, Project Planning, Management, Workshop Facilitation, Student Affairs, Training, Public Relations, Grants, Recruiting, Grant Writing, Social Media, Nonprofits, Program Development, Marketing, Student Development, Administration, Volunteer Management, Time Management, Program Evaluation, Career Counseling, Academic Advising, Admissions, Research, Higher Education
Education
Kentucky State University
Master of Public Administration (MPA), Human Resources Management/Personnel Administration, General
Kentucky Sate University
Bachelor of Science (BS), Music Education
University of Kentucky
Post-graduate study, Higher Education/Higher Education Administration
Erika Tejeda Erika Tejeda's New York Life Insurance Company Experience December 2011 - February 2013
Job Independent Contractor
Industry Financial Services
Experience
Retail Company October 2013 - Present
New York Life Insurance Company December 2011 - February 2013
Raymour & Flanigan September 2008 - September 2011
The Ritz-Carlton Hotel Company LLC 2007 - 2008
Skills
Insurance, Customer Service, Strategic Financial..., Health Insurance, Employee Benefits, Customer Satisfaction, Sales, Microsoft Excel, Time Management, Outlook, Financial Analysis, Finance, Leadership, Life Insurance, Team Building, Fixed Annuities, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Training, Inventory Management, Social Networking, Hospitality, Employee Training, Small Business
Education
Monroe College King Graduate School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Monroe College 2008 — 2010
Bachelor of Business Administration, Hospitality Management
Laguardia Community College 2003 — 2005
Associates of Arts, Travel and Tourism
Retail Company October 2013 - Present
New York Life Insurance Company December 2011 - February 2013
Raymour & Flanigan September 2008 - September 2011
The Ritz-Carlton Hotel Company LLC 2007 - 2008
Skills
Insurance, Customer Service, Strategic Financial..., Health Insurance, Employee Benefits, Customer Satisfaction, Sales, Microsoft Excel, Time Management, Outlook, Financial Analysis, Finance, Leadership, Life Insurance, Team Building, Fixed Annuities, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Training, Inventory Management, Social Networking, Hospitality, Employee Training, Small Business
Education
Monroe College King Graduate School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Monroe College 2008 — 2010
Bachelor of Business Administration, Hospitality Management
Laguardia Community College 2003 — 2005
Associates of Arts, Travel and Tourism
Ricardo McKenzie, Jr. Ricardo McKenzie, Jr.'s New York Life Insurance Company Experience March 2009 - November 2010
Job Solutions Specialist at Verizon Wireless
Industry Retail
Experience
Verizon Wireless January 2015 - Present
Macy's Herald Square (New York, NY) May 2013 - January 2015
The Guardian Life Insurance Company of America January 2012 - September 2014
New York Life Insurance Company March 2009 - November 2010
AXA Advisors January 2008 - October 2008
AFLAC New York January 2006 - August 2007
Skills
Financial Planning, Retirement Income..., Wealth Management, Health Insurance, Customer Service, Leadership, Small Business, Retirement, Strategic Financial..., Team Building
Education
LaGuardia Community College 2013 — 2014
Business Administration and Management, General
Verizon Wireless January 2015 - Present
Macy's Herald Square (New York, NY) May 2013 - January 2015
The Guardian Life Insurance Company of America January 2012 - September 2014
New York Life Insurance Company March 2009 - November 2010
AXA Advisors January 2008 - October 2008
AFLAC New York January 2006 - August 2007
Skills
Financial Planning, Retirement Income..., Wealth Management, Health Insurance, Customer Service, Leadership, Small Business, Retirement, Strategic Financial..., Team Building
Education
LaGuardia Community College 2013 — 2014
Business Administration and Management, General
Brian Lescinskas Brian Lescinskas's New York Life Insurance Company Experience March 2015 - Present
Job Zone Vice President Northeastern Agencies at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2010 - March 2015
New York Life Insurance Company April 2005 - September 2010
New York Life Insurance Company 2004 - 2005
New York Life Insurance Company 2001 - 2004
New York Life Insurance Company 1997 - 2000
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Education
Lake Forest College 1989 — 1993
B.A.
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2010 - March 2015
New York Life Insurance Company April 2005 - September 2010
New York Life Insurance Company 2004 - 2005
New York Life Insurance Company 2001 - 2004
New York Life Insurance Company 1997 - 2000
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Education
Lake Forest College 1989 — 1993
B.A.
Peter Berardinucci ARM Peter Berardinucci ARM's New York Life Insurance Company Experience February 1985 - June 1985
Job Claim Consultant at Aon
Industry Insurance
Experience
Aon August 2013 - Present
Conner Strong & Buckelew November 2012 - March 2013
Gallagher Bassett June 2011 - April 2012
Gallagher Bassett June 2010 - June 2011
Risk Enterprise Management March 2009 - June 2010
MARSH, INC. March 1999 - March 2009
CIGNA CORPORATION ESIS February 1994 - March 1999
CIGNA CORPORATION May 1988 - February 1994
RELIANCE INSURANCE COMPANY February 1986 - May 1988
NEW YORK LIFE INSURANCE COMPANY February 1985 - June 1985
Skills
Casualty, Legal Liability, Claim, Claim Investigation, Liability, Professional Liability, Commercial Insurance, General Insurance, Subrogation, Account Management, Risk Management, Sales, Liability Analysis, Claims Handling, Umbrella Insurance, Customer Service, Commercial Lines, Brokers, Financial Risk
Education
Insurance Society of Philadelphia 2001 — 2001
Associate's degree, Risk Management
Temple University 1981 — 1985
Bachelor of Science (BS), Marketing
La Salle University - School of Business Administration 1980 — 1981
Aon August 2013 - Present
Conner Strong & Buckelew November 2012 - March 2013
Gallagher Bassett June 2011 - April 2012
Gallagher Bassett June 2010 - June 2011
Risk Enterprise Management March 2009 - June 2010
MARSH, INC. March 1999 - March 2009
CIGNA CORPORATION ESIS February 1994 - March 1999
CIGNA CORPORATION May 1988 - February 1994
RELIANCE INSURANCE COMPANY February 1986 - May 1988
NEW YORK LIFE INSURANCE COMPANY February 1985 - June 1985
Skills
Casualty, Legal Liability, Claim, Claim Investigation, Liability, Professional Liability, Commercial Insurance, General Insurance, Subrogation, Account Management, Risk Management, Sales, Liability Analysis, Claims Handling, Umbrella Insurance, Customer Service, Commercial Lines, Brokers, Financial Risk
Education
Insurance Society of Philadelphia 2001 — 2001
Associate's degree, Risk Management
Temple University 1981 — 1985
Bachelor of Science (BS), Marketing
La Salle University - School of Business Administration 1980 — 1981
Mark A. Solomon's New York Life Insurance Company Experience January 2004 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
MaFeSo Interior Decorations May 2008 - Present
New York Life Insurance Company January 2004 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) January 2004 - Present
Skills
Life Insurance, Disability Insurance, Insurance, Public Speaking, Long Term Care Insurance, IRAs, Estate Planning, Financial Services, Mutual Funds, Small Business, Health Insurance, Finance, Term Life Insurance, Securities, Business Planning, Long-term Care, Employee Benefits, Retirement, Sales, Variable Annuities, 401k, Whole Life, Universal Life, Long Term Care, Annuities, IRA's
Education
Texas College 1986 — 1990
B.A, Business Administration
Lamar University 1984 — 1985
General Studies
Lamar Senior High 1981 — 1984
Diploma, General Studies
Welch Middle School 1978 — 1980
General Studies
MaFeSo Interior Decorations May 2008 - Present
New York Life Insurance Company January 2004 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) January 2004 - Present
Skills
Life Insurance, Disability Insurance, Insurance, Public Speaking, Long Term Care Insurance, IRAs, Estate Planning, Financial Services, Mutual Funds, Small Business, Health Insurance, Finance, Term Life Insurance, Securities, Business Planning, Long-term Care, Employee Benefits, Retirement, Sales, Variable Annuities, 401k, Whole Life, Universal Life, Long Term Care, Annuities, IRA's
Education
Texas College 1986 — 1990
B.A, Business Administration
Lamar University 1984 — 1985
General Studies
Lamar Senior High 1981 — 1984
Diploma, General Studies
Welch Middle School 1978 — 1980
General Studies
Marc Villafuerte Marc Villafuerte's New York Life Insurance Company Experience November 2013 - April 2014
Job Underwriting Specialist / Customer Relations at AON Affinity HPSO Insurance
Industry Insurance
Experience
Aon affinity August 2015 - Present
Allstate March 2015 - May 2015
CompanyVoice October 2014 - December 2014
New York Life Insurance Company November 2013 - April 2014
STARS (Speedy Title and Appraisal Review Services, a CoreLogic Company) April 2013 - August 2013
JPMorgan Chase July 2012 - March 2013
Magnum Cash Advance December 2008 - April 2012
Bona Fide Mortgage October 2005 - December 2007
American Mortgage Consultants Inc. 2001 - 2004
Decision One Mortgage April 1999 - January 2001
Skills
Loans, Financial Risk, Mortgage Lending, Credit, Finance, Underwriting, Mortgage Underwriting, Loan Origination, Funding, Credit Analysis, Real Estate, Portfolio Management, Valuation, Credit Risk, Financial Services, Insurance, Mortgage Banking, Banking, Residential Mortgages, Refinance, Credit Cards, Due Diligence, Investment Properties, Investments, Analysis, Life Insurance, Commercial Lending, FHA, Commercial Mortgages, Loss Mitigation, Consumer Lending, Relationship Management, Risk Management, Financial Analysis, Asset Management, Loan Servicing, Commercial Banking, Financial Structuring, Mortgage Servicing, Call Centers, Structured Finance, Training, Sales, Mutual Funds, USDA, Auditing, Retirement Planning, VA loans, Capital Markets, Mortgage Marketing
Education
La Salle University 1990 — 1995
Bachelor of Arts (BA), Criminal Justice and Sociology, 3.4
La Salle University 1990 — 1995
Bachelor of Arts, Liberal Arts
Schlicher Kratz Real Estate Institute 2014 — 2014
Received A grade to qualify for PA real estate exam, Real Estate
Archmere Academy 1985 — 1989
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Edmund's Academy 1980 — 1985
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Aon affinity August 2015 - Present
Allstate March 2015 - May 2015
CompanyVoice October 2014 - December 2014
New York Life Insurance Company November 2013 - April 2014
STARS (Speedy Title and Appraisal Review Services, a CoreLogic Company) April 2013 - August 2013
JPMorgan Chase July 2012 - March 2013
Magnum Cash Advance December 2008 - April 2012
Bona Fide Mortgage October 2005 - December 2007
American Mortgage Consultants Inc. 2001 - 2004
Decision One Mortgage April 1999 - January 2001
Skills
Loans, Financial Risk, Mortgage Lending, Credit, Finance, Underwriting, Mortgage Underwriting, Loan Origination, Funding, Credit Analysis, Real Estate, Portfolio Management, Valuation, Credit Risk, Financial Services, Insurance, Mortgage Banking, Banking, Residential Mortgages, Refinance, Credit Cards, Due Diligence, Investment Properties, Investments, Analysis, Life Insurance, Commercial Lending, FHA, Commercial Mortgages, Loss Mitigation, Consumer Lending, Relationship Management, Risk Management, Financial Analysis, Asset Management, Loan Servicing, Commercial Banking, Financial Structuring, Mortgage Servicing, Call Centers, Structured Finance, Training, Sales, Mutual Funds, USDA, Auditing, Retirement Planning, VA loans, Capital Markets, Mortgage Marketing
Education
La Salle University 1990 — 1995
Bachelor of Arts (BA), Criminal Justice and Sociology, 3.4
La Salle University 1990 — 1995
Bachelor of Arts, Liberal Arts
Schlicher Kratz Real Estate Institute 2014 — 2014
Received A grade to qualify for PA real estate exam, Real Estate
Archmere Academy 1985 — 1989
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Edmund's Academy 1980 — 1985
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jerry Hook's New York Life Insurance Company Experience May 2010 - September 2012
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Hospital & Health Care
Experience
Transamerica Financial Advisors, Inc. October 2012 - Present
New York Life Insurance Company May 2010 - September 2012
Stryker Sustainability Solutions January 2008 - 2010
Nutra Balance Products 2004 - 2007
Novartis 1981 - 2001
US Army 1973 - 1976
Skills
Retirement, Long Term Care Insurance, Account Management, Insurance, IRAs
Education
King's College 1977 — 1980
Bachelor of Applied Science (BASc), Business Administration and Marketing
Staunton Military Academy 1972 — 1973
Prep School Cert., Liberal Arts and Sciences/Liberal Studies
Transamerica Financial Advisors, Inc. October 2012 - Present
New York Life Insurance Company May 2010 - September 2012
Stryker Sustainability Solutions January 2008 - 2010
Nutra Balance Products 2004 - 2007
Novartis 1981 - 2001
US Army 1973 - 1976
Skills
Retirement, Long Term Care Insurance, Account Management, Insurance, IRAs
Education
King's College 1977 — 1980
Bachelor of Applied Science (BASc), Business Administration and Marketing
Staunton Military Academy 1972 — 1973
Prep School Cert., Liberal Arts and Sciences/Liberal Studies
Carl Helwing Carl Helwing's New York Life Insurance Company Experience October 2009 - June 2010
Job Director, Strategic Planning and Change Office at Johnson Controls
Industry Information Technology and Services
Experience
Johnson Controls May 2015 - Present
Johnson Controls December 2014 - May 2015
Truven Health Analytics January 2014 - December 2014
Truven Health June 2010 - December 2013
Thomson Reuters June 2010 - June 2012
New York Life Insurance Company October 2009 - June 2010
Sprint Nextel July 2006 - February 2009
Sprint Nextel February 2003 - July 2006
Sprint February 2001 - February 2003
YRC Worldwide, Inc. November 1999 - February 2001
Skills
Business Strategy, Marketing Strategy, Strategic Planning, Business Development, Strategic Partnerships, Product Development, Mergers, Strategic Leadership, Strategy, Cross-functional Team..., Start-ups, Team Building, Negotiation, Business Planning, Account Management, Management, Competitive Analysis, Product Management, Analytics, Marketing, Leadership, Leadership Development, Contract Negotiation, Analysis, Direct Sales, Mergers & Acquisitions, Training, Project Planning, Executive Management, Sales
Education
Rockhurst University 2000 — 2002
MBA, Business
Kettering University 1989 — 1994
MSBS, Business, Marketing, Statistics
Johnson Controls May 2015 - Present
Johnson Controls December 2014 - May 2015
Truven Health Analytics January 2014 - December 2014
Truven Health June 2010 - December 2013
Thomson Reuters June 2010 - June 2012
New York Life Insurance Company October 2009 - June 2010
Sprint Nextel July 2006 - February 2009
Sprint Nextel February 2003 - July 2006
Sprint February 2001 - February 2003
YRC Worldwide, Inc. November 1999 - February 2001
Skills
Business Strategy, Marketing Strategy, Strategic Planning, Business Development, Strategic Partnerships, Product Development, Mergers, Strategic Leadership, Strategy, Cross-functional Team..., Start-ups, Team Building, Negotiation, Business Planning, Account Management, Management, Competitive Analysis, Product Management, Analytics, Marketing, Leadership, Leadership Development, Contract Negotiation, Analysis, Direct Sales, Mergers & Acquisitions, Training, Project Planning, Executive Management, Sales
Education
Rockhurst University 2000 — 2002
MBA, Business
Kettering University 1989 — 1994
MSBS, Business, Marketing, Statistics
Thomas Hendry Thomas Hendry's New York Life Insurance Company Experience June 2012 - Present
Job SVP & Treasurer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
Prudential Financial January 2010 - June 2012
Prudential Financial January 2007 - May 2011
Coopers & Lybrand 1995 - 1998
Skills
Defined Contribution, Series 7, Defined Benefit, Fixed Income, 401k, Retirement, Capital Management, Investment Management, Equities, Pensions, Portfolio Management, Investments, Asset Managment, Relationship Management, Financial Structuring, Financial Modeling, Banking, Series 63, Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance & Economics
King's College 1982 — 1986
B.S, Accounting & Economics
New York Life Insurance Company June 2012 - Present
Prudential Financial January 2010 - June 2012
Prudential Financial January 2007 - May 2011
Coopers & Lybrand 1995 - 1998
Skills
Defined Contribution, Series 7, Defined Benefit, Fixed Income, 401k, Retirement, Capital Management, Investment Management, Equities, Pensions, Portfolio Management, Investments, Asset Managment, Relationship Management, Financial Structuring, Financial Modeling, Banking, Series 63, Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance & Economics
King's College 1982 — 1986
B.S, Accounting & Economics
Brian Littlehale's New York Life Insurance Company Experience July 2007 - May 2009
Job Training, Quality and Compliance
Industry Human Resources
Experience
Ward Transport & Logistics Corp. November 2014 - Present
North American Communications September 2009 - June 2014
North American Communications November 2013 - May 2014
North American Communications January 2013 - October 2013
North American Communications May 2010 - December 2012
North American Communications September 2009 - April 2010
New York Life Insurance Company July 2007 - May 2009
Capital Financial Home Equity October 2003 - June 2007
North American Communications June 1995 - May 2003
Skills
Instructional Design, Leadership Development, Quality Management, International Project..., Strategic Planning, Team Leadership, Change Management, Coaching, Employee Training, Business Strategy, Business Process..., Team Building, Process Improvement, Organizational..., Training, Employee Engagement, Training Delivery, Performance Improvement, Succession Planning, Organizational..., Onboarding, Consulting, Executive Coaching, Cross-functional Team...
Education
Old Dominion University 1991 — 1994
Bachelor of Science, Human Service Counseling
Syracuse University 1987 — 1989
Special Education and Teaching
Landmark College 1985 — 1986
Non-credited program, founding student., Dyslexia and remediation
Ward Transport & Logistics Corp. November 2014 - Present
North American Communications September 2009 - June 2014
North American Communications November 2013 - May 2014
North American Communications January 2013 - October 2013
North American Communications May 2010 - December 2012
North American Communications September 2009 - April 2010
New York Life Insurance Company July 2007 - May 2009
Capital Financial Home Equity October 2003 - June 2007
North American Communications June 1995 - May 2003
Skills
Instructional Design, Leadership Development, Quality Management, International Project..., Strategic Planning, Team Leadership, Change Management, Coaching, Employee Training, Business Strategy, Business Process..., Team Building, Process Improvement, Organizational..., Training, Employee Engagement, Training Delivery, Performance Improvement, Succession Planning, Organizational..., Onboarding, Consulting, Executive Coaching, Cross-functional Team...
Education
Old Dominion University 1991 — 1994
Bachelor of Science, Human Service Counseling
Syracuse University 1987 — 1989
Special Education and Teaching
Landmark College 1985 — 1986
Non-credited program, founding student., Dyslexia and remediation
Brittany Amon's New York Life Insurance Company Experience June 2008 - September 2009
Job Project Manager At EnvisionRx
Industry Pharmaceuticals
Experience
EnvisionRx May 2015 - Present
EnvisionRxOptions October 2014 - May 2015
EnvisionRxOptions November 2012 - September 2014
EnvisionRxOptions February 2012 - October 2012
EnvisionRX Options September 2009 - February 2012
Army National Guard June 2007 - October 2011
New York Life Insurance Company June 2008 - September 2009
Skills
Customer Service, Software Documentation, Management, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Account Management, Team Leadership, Strategic Planning, Marketing, Networking, Troubleshooting, Recruiting, Process Improvement, Outlook, Leadership, Cross-functional Team..., Training, Data Analysis
Education
Western Governors University 2012 — 2013
Master of Business Administration, Healthcare Management (MBAHM), Health/Health Care Administration/Management
Kent State University 2003 — 2006
BBA, Marketing
EnvisionRx May 2015 - Present
EnvisionRxOptions October 2014 - May 2015
EnvisionRxOptions November 2012 - September 2014
EnvisionRxOptions February 2012 - October 2012
EnvisionRX Options September 2009 - February 2012
Army National Guard June 2007 - October 2011
New York Life Insurance Company June 2008 - September 2009
Skills
Customer Service, Software Documentation, Management, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Account Management, Team Leadership, Strategic Planning, Marketing, Networking, Troubleshooting, Recruiting, Process Improvement, Outlook, Leadership, Cross-functional Team..., Training, Data Analysis
Education
Western Governors University 2012 — 2013
Master of Business Administration, Healthcare Management (MBAHM), Health/Health Care Administration/Management
Kent State University 2003 — 2006
BBA, Marketing
Clarence Walker Clarence Walker's New York Life Insurance Company Experience
Job Financial Adviser at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Auditing, Banking Law, Fair Housing Law, Community Reinvestment..., Loans, Financial Analysis, Mutual Funds, Wealth Management, Investment Advisory
Education
Lane College 2006 — 2010
B.A., Business, 3.35
New York Life Insurance Company
Skills
Auditing, Banking Law, Fair Housing Law, Community Reinvestment..., Loans, Financial Analysis, Mutual Funds, Wealth Management, Investment Advisory
Education
Lane College 2006 — 2010
B.A., Business, 3.35
John G Ulreich MBA, CLU, CHFC, CASL John G Ulreich MBA, CLU, CHFC, CASL's New York Life Insurance Company Experience January 1986 - Present
Job Senior Director of Development
Industry Financial Services
Experience
New York Life Insurance Company January 1986 - Present
Sears, Roebuck and Co. September 1967 - January 1986
Skills
401k Rollovers, Coaching, Financial Services, Business Development, Insurance, Sales Management, Sales Process, Sales Rep Training, Strategic Planning, Training, Training Delivery, Workshop Facilitation, CLU, Estate Planning, Key Person Protection, Retirement, Retirement Planning, Succession Planning, Wealth Preservation...
Education
The University of Chicago Booth School of Business 1969 — 1971
Systems Management/ Personel Administration
Knox College 1959 — 1963
Bachelors of Art, Mathematics
New York Life Insurance Company January 1986 - Present
Sears, Roebuck and Co. September 1967 - January 1986
Skills
401k Rollovers, Coaching, Financial Services, Business Development, Insurance, Sales Management, Sales Process, Sales Rep Training, Strategic Planning, Training, Training Delivery, Workshop Facilitation, CLU, Estate Planning, Key Person Protection, Retirement, Retirement Planning, Succession Planning, Wealth Preservation...
Education
The University of Chicago Booth School of Business 1969 — 1971
Systems Management/ Personel Administration
Knox College 1959 — 1963
Bachelors of Art, Mathematics
Runtian Bai Runtian Bai's New York Life Insurance Company Experience June 2012 - June 2013
Job Second Year Class of 2016 MBA Seeking a FullTime Position in Finance, Data and Marketing Analytics, or Consulting
Industry Financial Services
Experience
China Development Bank July 2009 - September 2014
Plover Energy December 2011 - August 2014
Knox College September 2012 - June 2013
New York Life Insurance Company June 2012 - June 2013
City of Galesburg August 2010 - June 2013
CHINA CITIC BANK August 2011 - September 2011
PHOTON Consulting June 2011 - August 2011
City of Galesburg June 2010 - June 2011
University of Illinois at Urbana-Champaign September 2010 - October 2010
Skills
Financial Analysis, Competitive Analysis, Portfolio Management, DCF, CAPM, Chinese, Private Sector, Research, Solar, Financial Modeling, Valuation, Photovoltaics, Forecasting, Renewable Energy, NPV, Strategic Planning, IRR, Equity Research, Equity Valuation, Non-profits, English, Grant Writing, Mandarin, Market Analysis, Industry Analysis, Market Research, Business Analysis, Accounting, Business Valuation, Budgeting, Analysis, Investments, Corporate Finance, Budgets, Solar Energy, Data Analysis, Entrepreneurship, International Relations, Leadership, Quantitative Finance, VBA, Econometrics, Bloomberg, Microsoft Excel, Statistics, Business Development, Economics, Due Diligence, Stata, Quantitative Analytics
Education
University of Missouri-Columbia 2014 — 2016
Master of Business Administration (M.B.A.), Double Concentrating in Marketing Analytics, and Finnace, 3.7/4.0
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Science (MS), Finance, General, 3.5/4.0
University of Oxford 2011 — 2012
Financial Maths, Quantitative Economics, International Marketing, First. GPA 3.8/4.0
Knox College 2008 — 2012
Bachelor of Arts, Dean's List.Economics; Double Minor: in Industrial Engineering, and Business and Management: Finance, Above 3.6/4.0
China Development Bank July 2009 - September 2014
Plover Energy December 2011 - August 2014
Knox College September 2012 - June 2013
New York Life Insurance Company June 2012 - June 2013
City of Galesburg August 2010 - June 2013
CHINA CITIC BANK August 2011 - September 2011
PHOTON Consulting June 2011 - August 2011
City of Galesburg June 2010 - June 2011
University of Illinois at Urbana-Champaign September 2010 - October 2010
Skills
Financial Analysis, Competitive Analysis, Portfolio Management, DCF, CAPM, Chinese, Private Sector, Research, Solar, Financial Modeling, Valuation, Photovoltaics, Forecasting, Renewable Energy, NPV, Strategic Planning, IRR, Equity Research, Equity Valuation, Non-profits, English, Grant Writing, Mandarin, Market Analysis, Industry Analysis, Market Research, Business Analysis, Accounting, Business Valuation, Budgeting, Analysis, Investments, Corporate Finance, Budgets, Solar Energy, Data Analysis, Entrepreneurship, International Relations, Leadership, Quantitative Finance, VBA, Econometrics, Bloomberg, Microsoft Excel, Statistics, Business Development, Economics, Due Diligence, Stata, Quantitative Analytics
Education
University of Missouri-Columbia 2014 — 2016
Master of Business Administration (M.B.A.), Double Concentrating in Marketing Analytics, and Finnace, 3.7/4.0
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Science (MS), Finance, General, 3.5/4.0
University of Oxford 2011 — 2012
Financial Maths, Quantitative Economics, International Marketing, First. GPA 3.8/4.0
Knox College 2008 — 2012
Bachelor of Arts, Dean's List.Economics; Double Minor: in Industrial Engineering, and Business and Management: Finance, Above 3.6/4.0
Dontay Wilson Dontay Wilson's New York Life Insurance Company Experience April 2014 - Present
Job Agent at New York Life Insurance Company
Industry Information Services
Experience
Urban Philly Professional Network (UPPN) November 2014 - Present
New York Life Insurance Company April 2014 - Present
ADP January 2013 - March 2014
Ecolab September 2011 - January 2013
LA Fitness September 2010 - September 2011
Skills
Sales Management, B2B, ACE Certified Personal..., Training, Team Leadership, Coaching, Cold Calling, Social Networking, Small Business..., Strategic Planning, Human Resources, Business Development, Small Business, Sales Operations, Sales
Education
Kutztown University of Pennsylvania 2007 — 2012
Bachelor of Science (B.S.), Sports Management and Fitness Administration
Urban Philly Professional Network (UPPN) November 2014 - Present
New York Life Insurance Company April 2014 - Present
ADP January 2013 - March 2014
Ecolab September 2011 - January 2013
LA Fitness September 2010 - September 2011
Skills
Sales Management, B2B, ACE Certified Personal..., Training, Team Leadership, Coaching, Cold Calling, Social Networking, Small Business..., Strategic Planning, Human Resources, Business Development, Small Business, Sales Operations, Sales
Education
Kutztown University of Pennsylvania 2007 — 2012
Bachelor of Science (B.S.), Sports Management and Fitness Administration
Florence Norville-Cheek Florence Norville-Cheek's New York Life Insurance Company Experience April 2012 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company April 2012 - Present
NYLIFE Securities LLC April 2012 - Present
Consumer Credit Counseling Service October 2008 - July 2011
Skills
Asset Protection, 401..., Retirement Planning,..., Public Speaking, Retirement, Finance, Insurance, Leadership, Customer Service, Investments, Financial Services, Retirement Planning, Team Building
Education
La Salle University 2000 — 2002
MBA, Finance
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company April 2012 - Present
NYLIFE Securities LLC April 2012 - Present
Consumer Credit Counseling Service October 2008 - July 2011
Skills
Asset Protection, 401..., Retirement Planning,..., Public Speaking, Retirement, Finance, Insurance, Leadership, Customer Service, Investments, Financial Services, Retirement Planning, Team Building
Education
La Salle University 2000 — 2002
MBA, Finance
Tim Andreotti's New York Life Insurance Company Experience June 2002 - December 2007
Job Regional Business Development Manager at Area Wide Protective (AWP)
Industry Public Safety
Experience
Area Wide Protective (AWP) June 2015 - Present
Kovatch Castings Inc. September 2012 - June 2015
American Red Cross January 2007 - December 2009
New York Life Insurance Company June 2002 - December 2007
The Timken Company May 1998 - June 2002
Skills
Customer Service, Microsoft Excel, Team Leadership, Leadership Development, Strategic Planning, Public Speaking, Microsoft Word, Fundraising, Time Management, Operations Management, Change Management, Event Planning, Microsoft Office, Team Building, Program Management, Public Relations, Employee Relations, Marketing Strategy, Sales Management, Customer Relations, Financial Planning, Crisis Communications, SWOT analysis, Situational Leadership, AS9102, PPAP, Appreciative Inquiry, Five Force analysis, Martial Arts, CAMEO, Salesforce.com
Education
Kent State University 2011 — 2015
Associate of Arts (A.A.) With Distinction, Business Administration, 3.8
Stark State College of Technology 1998 — 2000
Industrial Engineering
Area Wide Protective (AWP) June 2015 - Present
Kovatch Castings Inc. September 2012 - June 2015
American Red Cross January 2007 - December 2009
New York Life Insurance Company June 2002 - December 2007
The Timken Company May 1998 - June 2002
Skills
Customer Service, Microsoft Excel, Team Leadership, Leadership Development, Strategic Planning, Public Speaking, Microsoft Word, Fundraising, Time Management, Operations Management, Change Management, Event Planning, Microsoft Office, Team Building, Program Management, Public Relations, Employee Relations, Marketing Strategy, Sales Management, Customer Relations, Financial Planning, Crisis Communications, SWOT analysis, Situational Leadership, AS9102, PPAP, Appreciative Inquiry, Five Force analysis, Martial Arts, CAMEO, Salesforce.com
Education
Kent State University 2011 — 2015
Associate of Arts (A.A.) With Distinction, Business Administration, 3.8
Stark State College of Technology 1998 — 2000
Industrial Engineering
Pete Husbands's New York Life Insurance Company Experience December 2012 - Present
Job Senior Specialist Technical Support @ New York Life Investments Group
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2012 - Present
Common Ground Community July 2009 - February 2012
Kingsborough Community College August 2008 - May 2010
EnTrust Capital Inc. June 2001 - February 2008
Kingsborough Community College September 1998 - February 2001
Flatbush YMCA December 1997 - August 1998
Skills
Operating system and..., Network Administration, Microsoft Office, Windows Server 2003 &..., Windows XP Pro, Windows 7, Microsoft Exchange, Symantec Endpoint..., Symantec Backup, Numara Track-It, Dameware, Hardware Installation, Windows Server, Servers, Active Directory, Help Desk Support, Access, Technical Support, Troubleshooting
Education
Kingsborough Community College 1998 — 2000
Biology, General
Brooklyn Technical High School 1991 — 1995
Regents Diploma, Mechanical Engineering
New York Life Insurance Company December 2012 - Present
Common Ground Community July 2009 - February 2012
Kingsborough Community College August 2008 - May 2010
EnTrust Capital Inc. June 2001 - February 2008
Kingsborough Community College September 1998 - February 2001
Flatbush YMCA December 1997 - August 1998
Skills
Operating system and..., Network Administration, Microsoft Office, Windows Server 2003 &..., Windows XP Pro, Windows 7, Microsoft Exchange, Symantec Endpoint..., Symantec Backup, Numara Track-It, Dameware, Hardware Installation, Windows Server, Servers, Active Directory, Help Desk Support, Access, Technical Support, Troubleshooting
Education
Kingsborough Community College 1998 — 2000
Biology, General
Brooklyn Technical High School 1991 — 1995
Regents Diploma, Mechanical Engineering
Jim Flanagan Jim Flanagan's New York Life Insurance Company Experience February 2006 - August 2010
Job Financial Advisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2013 - Present
New York Life Insurance Company February 2006 - August 2010
Signature Financial March 2004 - March 2006
LTC Global / ACSIA January 2002 - September 2003
Prudential Financial September 1984 - April 2000
Skills
Retirement, Insurance, Employee Benefits, Term Life Insurance, Sales, Recruiting, Marketing, Management, Financial Services, Retirement Planning, Fixed Annuities, Disability Insurance, Securities, Life Insurance, Long-term Care, Investments
Education
La Salle University 1982 — 1984
BA, Economics/Political Science
Transamerica Financial Advisors, Inc. March 2013 - Present
New York Life Insurance Company February 2006 - August 2010
Signature Financial March 2004 - March 2006
LTC Global / ACSIA January 2002 - September 2003
Prudential Financial September 1984 - April 2000
Skills
Retirement, Insurance, Employee Benefits, Term Life Insurance, Sales, Recruiting, Marketing, Management, Financial Services, Retirement Planning, Fixed Annuities, Disability Insurance, Securities, Life Insurance, Long-term Care, Investments
Education
La Salle University 1982 — 1984
BA, Economics/Political Science
Erik Dahlen Erik Dahlen's New York Life Insurance Company Experience January 2010 - January 2013
Job Senior Director of Marketing at Dahlen, LLC
Industry Financial Services
Experience
Dahlen, LLC October 2014 - Present
USAFact June 2013 - Present
NYLIFE Securities June 2010 - January 2013
New York Life Insurance Company January 2010 - January 2013
ViaWest August 2008 - September 2009
Three Value Logic January 2008 - August 2008
Liberty League International January 2005 - September 2007
All-Ways Valet 2000 - 2006
Colorado Ski Country USA 2000 - 2002
Skills
Business Development, Sales, Salesforce.com, Account Management, Sales Management, CRM, Strategic Planning, Marketing, Budgets, Negotiation, New Business Development, Public Speaking
Education
Landmark Education 2005 — 2010
Three Value Logic Sales Institute- Technology Sales 2008 — 2008
Certified Sales Professional, Executive Sales Approach
Metropolitan State College of Denver 1998 — 2002
BS Event and Conference Managment with a Special Events Emphasis, Hospitality
La Trobe University 2000 — 2001
Special Events Emphasis, Event and Conference Managment
La Trobe University 2000 — 2001
Special Emphasis in Event and Conference Management, Hospitality
Loveland High School 1993 — 1998
Dahlen, LLC October 2014 - Present
USAFact June 2013 - Present
NYLIFE Securities June 2010 - January 2013
New York Life Insurance Company January 2010 - January 2013
ViaWest August 2008 - September 2009
Three Value Logic January 2008 - August 2008
Liberty League International January 2005 - September 2007
All-Ways Valet 2000 - 2006
Colorado Ski Country USA 2000 - 2002
Skills
Business Development, Sales, Salesforce.com, Account Management, Sales Management, CRM, Strategic Planning, Marketing, Budgets, Negotiation, New Business Development, Public Speaking
Education
Landmark Education 2005 — 2010
Three Value Logic Sales Institute- Technology Sales 2008 — 2008
Certified Sales Professional, Executive Sales Approach
Metropolitan State College of Denver 1998 — 2002
BS Event and Conference Managment with a Special Events Emphasis, Hospitality
La Trobe University 2000 — 2001
Special Events Emphasis, Event and Conference Managment
La Trobe University 2000 — 2001
Special Emphasis in Event and Conference Management, Hospitality
Loveland High School 1993 — 1998
Tobias Mendelson, JD, MAcc, CTEP, MFP Tobias Mendelson, JD, MAcc, CTEP, MFP's New York Life Insurance Company Experience April 1999 - April 2009
Job Senior Advanced Markets Director at MetLife
Industry Financial Services
Experience
MetLife November 2011 - Present
Kennesaw State University August 2011 - Present
KSU Owl Radio 2013 - 2014
KSU Owl Radio 2013 - 2014
Safe America Foundation May 2009 - November 2009
New York Life Insurance Company April 1999 - April 2009
Canada Life Assurance Company January 1998 - April 1999
MetLife August 1988 - January 1998
Law Office of Tobias M. Mendelson August 1987 - August 1988
Golhagen & Davis (and predeceasors) June 1984 - August 1987
Skills
Tax, Accounting, Insurance, Employee Benefits, Estate Planning, Valuation, Financial Planning, Business Planning, Retirement Planning, Finance, Investments, Life Insurance, Fixed Annuities, Retirement, Financial Services, Mutual Funds, Wealth Management, Disability Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Accounting (MAcc), Accounting
Samford University 1980 — 1983
Doctor of Jurisprudence (JD), Law
University of Florida 1975 — 1980
BSBA, Finance
MetLife November 2011 - Present
Kennesaw State University August 2011 - Present
KSU Owl Radio 2013 - 2014
KSU Owl Radio 2013 - 2014
Safe America Foundation May 2009 - November 2009
New York Life Insurance Company April 1999 - April 2009
Canada Life Assurance Company January 1998 - April 1999
MetLife August 1988 - January 1998
Law Office of Tobias M. Mendelson August 1987 - August 1988
Golhagen & Davis (and predeceasors) June 1984 - August 1987
Skills
Tax, Accounting, Insurance, Employee Benefits, Estate Planning, Valuation, Financial Planning, Business Planning, Retirement Planning, Finance, Investments, Life Insurance, Fixed Annuities, Retirement, Financial Services, Mutual Funds, Wealth Management, Disability Insurance
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Accounting (MAcc), Accounting
Samford University 1980 — 1983
Doctor of Jurisprudence (JD), Law
University of Florida 1975 — 1980
BSBA, Finance
Stephen Noe, PMP's New York Life Insurance Company Experience February 1985 - May 1989
Job Director Operations Project Management Office at North ShoreLIJ CareConnect Insurance Company, Inc.
Industry Hospital & Health Care
Experience
North Shore-LIJ CareConnect Insurance Company, Inc. July 2013 - Present
Centers Plan for Healthy Living June 2012 - July 2013
Health Plus September 2008 - June 2012
Health Plus September 2008 - September 2011
Health First, Inc July 2004 - August 2008
The TriZetto Group November 1997 - June 2004
TriZetto Group, Inc March 1990 - November 1997
The Home Insurance Company, May 1989 - March 1990
New York Life Insurance Company February 1985 - May 1989
Skills
Full SDLC, Software Project..., MS Project, Quality Assurance, Software Quality..., PMBOK, Powerpoint, MS Visio, Facets, Testing, Healthcare Information..., SDLC, Visio, Integration, Analysis, Requirements Gathering, PowerPoint, Business Requirements, PMO, SQL, CRM, Project Management, Medicare, Medicaid, Software Documentation, Information Technology, Business Analysis, Databases, Process Improvement, HIPAA, Leadership, Healthcare, Managed Care, Healthcare Management, PMP, Vendor Management
Education
Baruch College 1982 — 1985
BBA, Business Management
Kingsborough Community College 1980 — 1982
AAS, Business Administration
North Shore-LIJ CareConnect Insurance Company, Inc. July 2013 - Present
Centers Plan for Healthy Living June 2012 - July 2013
Health Plus September 2008 - June 2012
Health Plus September 2008 - September 2011
Health First, Inc July 2004 - August 2008
The TriZetto Group November 1997 - June 2004
TriZetto Group, Inc March 1990 - November 1997
The Home Insurance Company, May 1989 - March 1990
New York Life Insurance Company February 1985 - May 1989
Skills
Full SDLC, Software Project..., MS Project, Quality Assurance, Software Quality..., PMBOK, Powerpoint, MS Visio, Facets, Testing, Healthcare Information..., SDLC, Visio, Integration, Analysis, Requirements Gathering, PowerPoint, Business Requirements, PMO, SQL, CRM, Project Management, Medicare, Medicaid, Software Documentation, Information Technology, Business Analysis, Databases, Process Improvement, HIPAA, Leadership, Healthcare, Managed Care, Healthcare Management, PMP, Vendor Management
Education
Baruch College 1982 — 1985
BBA, Business Management
Kingsborough Community College 1980 — 1982
AAS, Business Administration
Anna Geisinger Anna Geisinger's New York Life Insurance Company Experience July 2011 - November 2012
Job Account Manager at The Alpha Group Agency, Inc.
Industry Insurance
Experience
The Alpha Group Agency, Inc. April 2014 - Present
ITL November 2011 - April 2014
New York Life Insurance Company July 2011 - November 2012
Lorain County Community College August 2010 - July 2011
Lorain County Community College March 2008 - August 2010
Target August 2005 - March 2008
Skills
Data Entry, Microsoft Office, PeopleSoft, Invoicing, Databases, New Business Development, Telephone Skills, Customer Service, Microsoft Excel, Research, Management, Social Media, Marketing, Time Management
Education
Kent State University 2005 — 2011
Bachelor's degree, Business Administration and Management, General
Lorain County Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
The Alpha Group Agency, Inc. April 2014 - Present
ITL November 2011 - April 2014
New York Life Insurance Company July 2011 - November 2012
Lorain County Community College August 2010 - July 2011
Lorain County Community College March 2008 - August 2010
Target August 2005 - March 2008
Skills
Data Entry, Microsoft Office, PeopleSoft, Invoicing, Databases, New Business Development, Telephone Skills, Customer Service, Microsoft Excel, Research, Management, Social Media, Marketing, Time Management
Education
Kent State University 2005 — 2011
Bachelor's degree, Business Administration and Management, General
Lorain County Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
Michael Tavani Michael Tavani's New York Life Insurance Company Experience May 2013 - April 2014
Job Virtua At Work Navigator
Industry Financial Services
Experience
Virtua Health June 2014 - Present
Order Sons of Italy in America January 2010 - Present
Kings College September 2010 - May 2014
New York Life Insurance Company May 2013 - April 2014
Gene Olson Electrical Contractors January 2007 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, C++, Public Speaking, Teamwork, HTML, Account Management, Financial Reporting, Accounts Receivable, Economics, Internal Communications, Underwriting, Spreadsheets, Event Management, Sales, Leadership, Budgets, Time Management
Education
King's College 2010 — 2014
King's College 2010 — 2014
Bachelor of Science with a focus in Business Administration
McGowan School of Business, AACSB 2010 — 2014
Bachelor of Science, Business Administration; Management
McGowan School of Business Forum 2012 — 2012
St.Joseph High School Hammonton Nj 2006 — 2010
Virtua Health June 2014 - Present
Order Sons of Italy in America January 2010 - Present
Kings College September 2010 - May 2014
New York Life Insurance Company May 2013 - April 2014
Gene Olson Electrical Contractors January 2007 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, C++, Public Speaking, Teamwork, HTML, Account Management, Financial Reporting, Accounts Receivable, Economics, Internal Communications, Underwriting, Spreadsheets, Event Management, Sales, Leadership, Budgets, Time Management
Education
King's College 2010 — 2014
King's College 2010 — 2014
Bachelor of Science with a focus in Business Administration
McGowan School of Business, AACSB 2010 — 2014
Bachelor of Science, Business Administration; Management
McGowan School of Business Forum 2012 — 2012
St.Joseph High School Hammonton Nj 2006 — 2010
Bernadette D Hoban Bernadette D Hoban's New York Life Insurance Company Experience January 2015 - Present
Job CoPresident of NYLPRIDE at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2012 - Present
New York Life Insurance Company October 2010 - Present
New York Life/MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - November 2009
MainStay Investments December 1997 - April 2008
MainStay Investments December 1997 - April 2008
MainStay Funds January 1997 - April 2008
New York Life Investments January 1997 - April 2008
Skills
Financial Advisory, Variable Annuities, Series 7, Asset Allocation, IRAs, 401k, Estate Planning, Pensions, Strategic Financial..., Insurance, Mutual Funds, FINRA, Investment Management, Financial Services, Financial Planning, Investments, Retirement Planning
Education
Kingsborough Community College 1985 — 1988
Business Administration
Our Lady of Perpetual Help, Brooklyn NY 1972 — 1976
Business Administration and Management, General
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2012 - Present
New York Life Insurance Company October 2010 - Present
New York Life/MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - November 2009
MainStay Investments December 1997 - April 2008
MainStay Investments December 1997 - April 2008
MainStay Funds January 1997 - April 2008
New York Life Investments January 1997 - April 2008
Skills
Financial Advisory, Variable Annuities, Series 7, Asset Allocation, IRAs, 401k, Estate Planning, Pensions, Strategic Financial..., Insurance, Mutual Funds, FINRA, Investment Management, Financial Services, Financial Planning, Investments, Retirement Planning
Education
Kingsborough Community College 1985 — 1988
Business Administration
Our Lady of Perpetual Help, Brooklyn NY 1972 — 1976
Business Administration and Management, General
Bernard Kirby Bernard Kirby's New York Life Insurance Company Experience August 2011 - February 2012
Job Commercial Lines Underwriter
Industry Insurance
Experience
AmTrust North America August 2014 - Present
Cincinnati Financial Corporation September 2013 - July 2014
Medical Mutual July 2012 - August 2013
New York Life Insurance Company August 2011 - February 2012
Medical Mutual of Ohio May 2010 - August 2010
Medical Mutual of Ohio May 2009 - August 2009
Skills
Financial Modeling, Underwriting, Healthcare, Insurance, Pricing, Health Insurance, Financial Analysis, Risk Management, Property & Casualty...
Education
Kent State University 2007 — 2011
Bachelor's of Business Administration, Finance
AmTrust North America August 2014 - Present
Cincinnati Financial Corporation September 2013 - July 2014
Medical Mutual July 2012 - August 2013
New York Life Insurance Company August 2011 - February 2012
Medical Mutual of Ohio May 2010 - August 2010
Medical Mutual of Ohio May 2009 - August 2009
Skills
Financial Modeling, Underwriting, Healthcare, Insurance, Pricing, Health Insurance, Financial Analysis, Risk Management, Property & Casualty...
Education
Kent State University 2007 — 2011
Bachelor's of Business Administration, Finance
Robert Bedson's New York Life Insurance Company Experience May 2012 - August 2012
Job Associate Product Specialist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics May 2015 - Present
Moody's Analytics October 2013 - Present
Lafayette College August 2009 - May 2013
New York Life Insurance Company May 2012 - August 2012
Private Soccer Trainer July 2010 - August 2011
Town of Fairfield Department of Public Works June 2011 - July 2011
eRichards Consulting July 2009 - August 2009
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Economics with Certificate in Financial Policy and Analysis, Business and Economics, Finance
Moody's Analytics May 2015 - Present
Moody's Analytics October 2013 - Present
Lafayette College August 2009 - May 2013
New York Life Insurance Company May 2012 - August 2012
Private Soccer Trainer July 2010 - August 2011
Town of Fairfield Department of Public Works June 2011 - July 2011
eRichards Consulting July 2009 - August 2009
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Economics with Certificate in Financial Policy and Analysis, Business and Economics, Finance
Steve Guza's New York Life Insurance Company Experience June 2007 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2007 - Present
Skills
Investments, Key Person Protection, Estate Planning, Wealth Management, 401k, 529 Plans, Financial Planners, Buy-sell Agreements, Variable Life, Term Life Insurance, Insurance, Whole Life, Key Person Insurance, Permanent Life Insurance, College Funding..., Asset Allocation, Life & Health Insurance..., Financial Services, Universal Life, Wealth Preservation..., Retirement Savings, Education Funding, Finance, Personal Financial..., Licensed Life Insurance..., Employee Benefits, Qualified Retirement..., Income Protection, FINRA, Financial Goals, Pensions, Licensed Life, Savings, Charitable Gift Planning, Annuity Sales, Defined Benefit, Rollovers, Simple IRA, Traditional IRA
Education
Kutztown University of Pennsylvania 1994 — 1997
Bachelor of Science (BS), Political Science and Government
Hazleton High School 1988 — 1990
New York Life Insurance Company June 2007 - Present
Skills
Investments, Key Person Protection, Estate Planning, Wealth Management, 401k, 529 Plans, Financial Planners, Buy-sell Agreements, Variable Life, Term Life Insurance, Insurance, Whole Life, Key Person Insurance, Permanent Life Insurance, College Funding..., Asset Allocation, Life & Health Insurance..., Financial Services, Universal Life, Wealth Preservation..., Retirement Savings, Education Funding, Finance, Personal Financial..., Licensed Life Insurance..., Employee Benefits, Qualified Retirement..., Income Protection, FINRA, Financial Goals, Pensions, Licensed Life, Savings, Charitable Gift Planning, Annuity Sales, Defined Benefit, Rollovers, Simple IRA, Traditional IRA
Education
Kutztown University of Pennsylvania 1994 — 1997
Bachelor of Science (BS), Political Science and Government
Hazleton High School 1988 — 1990
Janet Spector Janet Spector's New York Life Insurance Company Experience 1986 - Present
Job Agent/Financial Adviser at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 1986 - Present
Skills
Accounting, Finance, Financial Services, Insurance, Retirement, Securities, Leadership, Strategic Financial..., Health Insurance, Fixed Annuities
Education
Kent State University
Vallley Forge High School, Parma, Ohio
New York Life Insurance Company 1986 - Present
Skills
Accounting, Finance, Financial Services, Insurance, Retirement, Securities, Leadership, Strategic Financial..., Health Insurance, Fixed Annuities
Education
Kent State University
Vallley Forge High School, Parma, Ohio
Chad Burtrum, LUTCF Chad Burtrum, LUTCF's New York Life Insurance Company Experience September 2005 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC September 2005 - Present
New York Life Insurance Company September 2005 - Present
Prudential Financial May 1995 - September 2005
Skills
Retirement, Insurance, Retirement Planning, Finance, Estate Planning, Securities, Small Business, Customer Service, Life Insurance, Investments, Long Term Care Insurance, Disability Insurance, Mutual Funds, Financial Services, Asset Protection, Charitable Giving, Multi-Generational..., Retirement Income..., Long-term Care, Fixed Annuities, Term Life Insurance, Public Speaking
Education
Lake Superior State University 1987 — 1992
Bachelor of Science (B.S.), Finance and Economics
NYLIFE Securities LLC September 2005 - Present
New York Life Insurance Company September 2005 - Present
Prudential Financial May 1995 - September 2005
Skills
Retirement, Insurance, Retirement Planning, Finance, Estate Planning, Securities, Small Business, Customer Service, Life Insurance, Investments, Long Term Care Insurance, Disability Insurance, Mutual Funds, Financial Services, Asset Protection, Charitable Giving, Multi-Generational..., Retirement Income..., Long-term Care, Fixed Annuities, Term Life Insurance, Public Speaking
Education
Lake Superior State University 1987 — 1992
Bachelor of Science (B.S.), Finance and Economics
Brent Souders Brent Souders's New York Life Insurance Company Experience February 2012 - May 2012
Job Placement Specialist at Willis
Industry Insurance
Experience
Willis January 2014 - Present
Willis July 2012 - January 2014
New York Life Insurance Company February 2012 - May 2012
HRS Group LLC May 2011 - January 2012
Prudential Financial June 2009 - August 2009
Skills
Public Speaking, Team Leadership, Leadership Development, Looking At the Big..., Close Attention to..., Problem Solving, Team-oriented, Risk Management, Leadership, Microsoft Excel, Management, Employee Benefits, Financial Analysis, Training, Insurance
Education
Lafayette College 2008 — 2011
BA, Government & Law
Willis January 2014 - Present
Willis July 2012 - January 2014
New York Life Insurance Company February 2012 - May 2012
HRS Group LLC May 2011 - January 2012
Prudential Financial June 2009 - August 2009
Skills
Public Speaking, Team Leadership, Leadership Development, Looking At the Big..., Close Attention to..., Problem Solving, Team-oriented, Risk Management, Leadership, Microsoft Excel, Management, Employee Benefits, Financial Analysis, Training, Insurance
Education
Lafayette College 2008 — 2011
BA, Government & Law
James Fredrick Palumbo, CRPC®'s New York Life Insurance Company Experience July 1995 - January 2001
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2010 - Present
Merrill Lynch November 2009 - April 2010
Commercial Funding Group LLC April 2006 - November 2009
Ryan Labs January 2001 - November 2009
TransGlobal Capital April 2004 - March 2006
New York Life Insurance Company July 1995 - January 2001
Connie Lee (acquired by AMBAC) June 1987 - July 1995
Sallie Mae January 1978 - June 1987
NASD, NSCC & NASDAQ September 1975 - January 1978
Education
Washington University in St. Louis 1973 — 1975
Master of Business Administration (M.B.A.), Finance, Marketing
Lake Forest College 1969 — 1973
Bachelor of Arts (B.A.), Economics, Dramatic Arts
Cheshire Academy 1968 — 1969
High School, College/University Preparatory Secondary Diploma Program, Honors
UBS Financial Services Inc. April 2010 - Present
Merrill Lynch November 2009 - April 2010
Commercial Funding Group LLC April 2006 - November 2009
Ryan Labs January 2001 - November 2009
TransGlobal Capital April 2004 - March 2006
New York Life Insurance Company July 1995 - January 2001
Connie Lee (acquired by AMBAC) June 1987 - July 1995
Sallie Mae January 1978 - June 1987
NASD, NSCC & NASDAQ September 1975 - January 1978
Education
Washington University in St. Louis 1973 — 1975
Master of Business Administration (M.B.A.), Finance, Marketing
Lake Forest College 1969 — 1973
Bachelor of Arts (B.A.), Economics, Dramatic Arts
Cheshire Academy 1968 — 1969
High School, College/University Preparatory Secondary Diploma Program, Honors
Paul Tuohy Paul Tuohy's New York Life Insurance Company Experience RealtorLong Realty Co.July 2000 - September 2010
Job Sales Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company RealtorLong Realty Co.July 2000 - September 2010
Education
Kennesaw State University 1982 — 1984
New York Life Insurance Company RealtorLong Realty Co.July 2000 - September 2010
Education
Kennesaw State University 1982 — 1984
Carla Jagodzinski's New York Life Insurance Company Experience January 2014 - Present
Job Dedicated New York Life Agent helping Small Business Owners provide financial security and peace of mind.
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Diamond city BNI October 2013 - January 2015
Dallas Family Practice 2007 - 2015
American General Life and Accident Insurance Co 2009 - January 2014
Allstate Financial July 2008 - October 2009
M & T Bank 1991 - 2008
Skills
Retirement Planning, Insurance, Fixed Annuities, Universal Life, Term Life Insurance, Whole Life, Disability Insurance, Long-term Care, Life Insurance, IRAs, Retirement, Employee Benefits, Strategic Financial..., Key Person Insurance, Accident, Critical Illness, Buy-sell Agreements, 401k Rollovers, Health Insurance, Financial Planners, 401k, Long Term Care Insurance, Estate Planning, Financial Services, Pensions, Roth IRA, Commercial Insurance
Education
luzerne county community college 1986 — 2007
associates, business admin
King's College 2001 — 2002
n/a, Business Admin
New York Life Insurance Company January 2014 - Present
Diamond city BNI October 2013 - January 2015
Dallas Family Practice 2007 - 2015
American General Life and Accident Insurance Co 2009 - January 2014
Allstate Financial July 2008 - October 2009
M & T Bank 1991 - 2008
Skills
Retirement Planning, Insurance, Fixed Annuities, Universal Life, Term Life Insurance, Whole Life, Disability Insurance, Long-term Care, Life Insurance, IRAs, Retirement, Employee Benefits, Strategic Financial..., Key Person Insurance, Accident, Critical Illness, Buy-sell Agreements, 401k Rollovers, Health Insurance, Financial Planners, 401k, Long Term Care Insurance, Estate Planning, Financial Services, Pensions, Roth IRA, Commercial Insurance
Education
luzerne county community college 1986 — 2007
associates, business admin
King's College 2001 — 2002
n/a, Business Admin
Barbara Garrett's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial practices for all life stages.
Industry Marketing and Advertising
Experience
New York Life Insurance Company September 2015 - Present
Infor January 2013 - Present
SYNNEX May 2010 - January 2013
Transworld Systems September 2007 - September 2008
Crescent Landing 2006 - 2007
Kelly Services January 2005 - January 2006
Ambling Management Company 2003 - 2004
US Army, Signal Corp, FTS National Guard 1990 - 2002
Vision of Hope Ministry August 1997 - October 2000
Skills
Lead Generation, SaaS, Account Management, Business Development, New Business Development, Product Management, VoIP, Management, Recruiting, B2B, Cisco Technologies, Product Marketing, Training, Business Strategy, Cold Calling, Sales, Customer Service, Customer Satisfaction, Sales Management, Solution Selling, Salesforce.com, Networking, Direct Sales, Sales Process, Program Management, Leadership, Customer Retention, Sales Operations, Call Centers, Marketing, Enterprise Software, Cloud Computing, Human Resources, Professional Services, Strategic Partnerships, Application Performance..., Selling, Channel Partners, Sales Presentations, CRM, Team Building, Strategic Planning, Microsoft Office, Marketing Strategy, Public Speaking
Education
Webster University, Greenville, SC 2000 — 2000
Master's Degree, Mental Health Counseling/Counselor
Lander University
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences, General
New York Life Insurance Company September 2015 - Present
Infor January 2013 - Present
SYNNEX May 2010 - January 2013
Transworld Systems September 2007 - September 2008
Crescent Landing 2006 - 2007
Kelly Services January 2005 - January 2006
Ambling Management Company 2003 - 2004
US Army, Signal Corp, FTS National Guard 1990 - 2002
Vision of Hope Ministry August 1997 - October 2000
Skills
Lead Generation, SaaS, Account Management, Business Development, New Business Development, Product Management, VoIP, Management, Recruiting, B2B, Cisco Technologies, Product Marketing, Training, Business Strategy, Cold Calling, Sales, Customer Service, Customer Satisfaction, Sales Management, Solution Selling, Salesforce.com, Networking, Direct Sales, Sales Process, Program Management, Leadership, Customer Retention, Sales Operations, Call Centers, Marketing, Enterprise Software, Cloud Computing, Human Resources, Professional Services, Strategic Partnerships, Application Performance..., Selling, Channel Partners, Sales Presentations, CRM, Team Building, Strategic Planning, Microsoft Office, Marketing Strategy, Public Speaking
Education
Webster University, Greenville, SC 2000 — 2000
Master's Degree, Mental Health Counseling/Counselor
Lander University
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences, General
Latika Sareen's New York Life Insurance Company Experience August 2015 - Present
Job College Intern at New York Life Insurance Company
Industry Public Relations and Communications
Experience
New York Life Insurance Company August 2015 - Present
Currency Exchange International January 2015 - Present
Well Care Pharmacy (Was on Fire on April 2014) September 2013 - April 2014
LEGO Group January 2013 - September 2013
Ambras Fine Jewelery July 2012 - January 2013
Skills
Blogging, English, Creative Writing, Published Author, Poetry, Social Media, Technical Writing, Microsoft Word, Market Analysis, Microsoft Excel, Journalism, Hip-Hop Dance, PowerPoint, Project Management, Public Speaking, Customer Service, Data Analysis, Networking
Education
Queens College 2014 — 2015
Journalism, A
LaGuardia Community College 2011 — 2013
Associate of Arts (A.A.), English Language and Literature/Letters
New York Life Insurance Company August 2015 - Present
Currency Exchange International January 2015 - Present
Well Care Pharmacy (Was on Fire on April 2014) September 2013 - April 2014
LEGO Group January 2013 - September 2013
Ambras Fine Jewelery July 2012 - January 2013
Skills
Blogging, English, Creative Writing, Published Author, Poetry, Social Media, Technical Writing, Microsoft Word, Market Analysis, Microsoft Excel, Journalism, Hip-Hop Dance, PowerPoint, Project Management, Public Speaking, Customer Service, Data Analysis, Networking
Education
Queens College 2014 — 2015
Journalism, A
LaGuardia Community College 2011 — 2013
Associate of Arts (A.A.), English Language and Literature/Letters
Cristina Kelly Cristina Kelly's New York Life Insurance Company Experience August 2013 - Present
Job Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
New York Life Investment Management March 2007 - August 2013
Educational Concepts in Medicine September 2005 - March 2007
Ascend Media January 2002 - September 2005
Skills
Financial Services, Editing, Proofreading, Mutual Funds, Finance, Writing
Education
La Salle University 1997 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies, Minor in Business Administration, Cum laude
FINRA Series 6, Series 7, Series 63
New York Life Insurance Company August 2013 - Present
New York Life Investment Management March 2007 - August 2013
Educational Concepts in Medicine September 2005 - March 2007
Ascend Media January 2002 - September 2005
Skills
Financial Services, Editing, Proofreading, Mutual Funds, Finance, Writing
Education
La Salle University 1997 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies, Minor in Business Administration, Cum laude
FINRA Series 6, Series 7, Series 63
Francis Sam Francis Sam's New York Life Insurance Company Experience May 2013 - December 2014
Job Supervisor at Novitex Enterprise Solutions
Industry Outsourcing/Offshoring
Experience
Novitex Enterprise Solutions May 2013 - Present
New York Life Insurance Company May 2013 - December 2014
Pitney Bowes Management Services March 2011 - May 2013
Skills
Customer Satisfaction, Customer Service, Service Delivery, Data Entry, Customer Experience, Customer Retention, Telephone Skills, Process Improvement
Education
Kwame Nkrumah' University of Science and Technology, Kumasi 2006 — 2010
Bachelor of Arts (BA), Economics & History
Akosombo International School 1999 — 2005
High school Diploma
Novitex Enterprise Solutions May 2013 - Present
New York Life Insurance Company May 2013 - December 2014
Pitney Bowes Management Services March 2011 - May 2013
Skills
Customer Satisfaction, Customer Service, Service Delivery, Data Entry, Customer Experience, Customer Retention, Telephone Skills, Process Improvement
Education
Kwame Nkrumah' University of Science and Technology, Kumasi 2006 — 2010
Bachelor of Arts (BA), Economics & History
Akosombo International School 1999 — 2005
High school Diploma
Jonathan Yia Moua's New York Life Insurance Company Experience June 2010 - August 2012
Job Providing Accumulation and Protection Strategies
Industry Financial Services
Experience
Hmong American Partnership January 2015 - Present
World Financial Group (WFG) January 2015 - Present
Hmong-American Partnership February 2013 - Present
MassMutual Financial Group January 2014 - November 2014
Western & Southern Financial Group September 2012 - December 2013
New York Life Insurance Company June 2010 - August 2012
Skills
Financial Services, Whole Life, Small Business, Health Insurance, Universal Life, Financial Analysis, Employee Benefits, Life & Health Insurance..., Customer Service, Budgets, Microsoft Office, Income Protection, Leadership, Sales, Customer Satisfaction, Sales Process, Public Speaking, Fixed Annuities, Nonprofits, Insurance, Non-profit Volunteer, Community Outreach, Community Service, Buy-sell Agreements, Asset Protection, Client Relations Skills, Social Networking, Life Insurance
Education
Lakeland College 2008 — 2010
Bachlor of Science, Business Management
Fox Valley Technical College 2003 — 2005
Associate of Science, Banking & Finance
Hmong American Partnership January 2015 - Present
World Financial Group (WFG) January 2015 - Present
Hmong-American Partnership February 2013 - Present
MassMutual Financial Group January 2014 - November 2014
Western & Southern Financial Group September 2012 - December 2013
New York Life Insurance Company June 2010 - August 2012
Skills
Financial Services, Whole Life, Small Business, Health Insurance, Universal Life, Financial Analysis, Employee Benefits, Life & Health Insurance..., Customer Service, Budgets, Microsoft Office, Income Protection, Leadership, Sales, Customer Satisfaction, Sales Process, Public Speaking, Fixed Annuities, Nonprofits, Insurance, Non-profit Volunteer, Community Outreach, Community Service, Buy-sell Agreements, Asset Protection, Client Relations Skills, Social Networking, Life Insurance
Education
Lakeland College 2008 — 2010
Bachlor of Science, Business Management
Fox Valley Technical College 2003 — 2005
Associate of Science, Banking & Finance
Sarah Polese Reineman Sarah Polese Reineman's New York Life Insurance Company Experience May 2014 - Present
Job Dedicated Financial Professional helping to protect families on the North Shore
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Sarah's Sole, LLC 2005 - Present
Braxton Associates 1985 - 1996
Skills
Social Media, 401(k) Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Life Insurance Stategies, Lifetime Income..., Retirement Planning, Wealth Preservation..., Customer Relations, Education Funding..., Protection..., Direct Sales, Online Advertising, Retirement, 401k, Management, Customer Service, Team Building, Nonprofits
Education
Lake Forest College
Bachelor's Degree, Business Major and Art History Major
Shore Country Day
Westover School
New York Life Insurance Company May 2014 - Present
Sarah's Sole, LLC 2005 - Present
Braxton Associates 1985 - 1996
Skills
Social Media, 401(k) Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Life Insurance Stategies, Lifetime Income..., Retirement Planning, Wealth Preservation..., Customer Relations, Education Funding..., Protection..., Direct Sales, Online Advertising, Retirement, 401k, Management, Customer Service, Team Building, Nonprofits
Education
Lake Forest College
Bachelor's Degree, Business Major and Art History Major
Shore Country Day
Westover School
Scott Kyreakakis Scott Kyreakakis's New York Life Insurance Company Experience July 2014 - Present
Job Corporate Vice President Insurance & Agency Group Communications at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
Bayer HealthCare November 2008 - June 2014
Schering-Plough Pharmaceuticals May 1996 - October 2008
Lehman Brothers November 1991 - April 1996
Skills
Internal Communications, Leadership, Strategic Communications, Strategic Planning, Communication Training, Strategy, Corporate Communications, Human Resources, Change Management, Financial Communications, Cross-functional Team..., Program Management, Pharmaceutical Industry, Sales, Pharmaceutical Sales, Sales Operations
Education
Yale University 1989 — 1991
MA, International Relations
Lafayette College 1983 — 1987
BA, International Affairs
New York Life Insurance Company July 2014 - Present
Bayer HealthCare November 2008 - June 2014
Schering-Plough Pharmaceuticals May 1996 - October 2008
Lehman Brothers November 1991 - April 1996
Skills
Internal Communications, Leadership, Strategic Communications, Strategic Planning, Communication Training, Strategy, Corporate Communications, Human Resources, Change Management, Financial Communications, Cross-functional Team..., Program Management, Pharmaceutical Industry, Sales, Pharmaceutical Sales, Sales Operations
Education
Yale University 1989 — 1991
MA, International Relations
Lafayette College 1983 — 1987
BA, International Affairs
Eric Ying's New York Life Insurance Company Experience June 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
Skills
Life Insurance, English, Retirement Planning, Mandarin, Key Person Insurance, College Funding..., Cantonese
Education
Lake Washington Technical College
New York Life Insurance Company June 2014 - Present
Skills
Life Insurance, English, Retirement Planning, Mandarin, Key Person Insurance, College Funding..., Cantonese
Education
Lake Washington Technical College
Brad Tonoff's New York Life Insurance Company Experience August 2015 - Present
Job Digital Marketing Strategist at New York Life
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Consulting June 2013 - Present
AXIS Capital January 2015 - August 2015
Benchworks December 2014 - June 2015
Verisk Analytics June 2012 - September 2013
Iris Interactive Corporation January 2012 - May 2012
Johnson & Johnson June 2011 - December 2011
TerraCycle May 2010 - August 2010
Skills
Social Media Marketing, Leadership, Marketing, Social Media, Product Development, Public Speaking, Competitive Analysis, Microsoft Office, Social Networking, Sustainability, Analytics, Project Management, Strategic Planning, Contract Negotiation, Marketing Communications, Market Research, Strategy, Email Marketing, Start-ups, Business Development, Microsoft Excel, Team Leadership, Event Planning, Mobile Marketing, MailChimp, Constant Contact, HootSuite, LinkedIn Advertising, Facebook Marketing, Pinterest Marketing, PowerPoint, Facebook, Sales, Online Marketing, Customer Service, Management, Advertising, Digital Marketing, Online Advertising, CRM, Microsoft Word, Lead Generation, Research, Salesforce.com, Marketing Strategy, Analysis, Editing
Education
Rutgers University-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Communication, Environmental Policy
S.I. Newhouse School of Public Communications at Syracuse University 2013 — 2014
Advanced Social Media Strategy (ASMS) Certificate, Social Media Strategy
John Cabot University (Rome, Italy) 2011 — 2011
Italian Studies
Landmark Education
New York Life Insurance Company August 2015 - Present
Consulting June 2013 - Present
AXIS Capital January 2015 - August 2015
Benchworks December 2014 - June 2015
Verisk Analytics June 2012 - September 2013
Iris Interactive Corporation January 2012 - May 2012
Johnson & Johnson June 2011 - December 2011
TerraCycle May 2010 - August 2010
Skills
Social Media Marketing, Leadership, Marketing, Social Media, Product Development, Public Speaking, Competitive Analysis, Microsoft Office, Social Networking, Sustainability, Analytics, Project Management, Strategic Planning, Contract Negotiation, Marketing Communications, Market Research, Strategy, Email Marketing, Start-ups, Business Development, Microsoft Excel, Team Leadership, Event Planning, Mobile Marketing, MailChimp, Constant Contact, HootSuite, LinkedIn Advertising, Facebook Marketing, Pinterest Marketing, PowerPoint, Facebook, Sales, Online Marketing, Customer Service, Management, Advertising, Digital Marketing, Online Advertising, CRM, Microsoft Word, Lead Generation, Research, Salesforce.com, Marketing Strategy, Analysis, Editing
Education
Rutgers University-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Communication, Environmental Policy
S.I. Newhouse School of Public Communications at Syracuse University 2013 — 2014
Advanced Social Media Strategy (ASMS) Certificate, Social Media Strategy
John Cabot University (Rome, Italy) 2011 — 2011
Italian Studies
Landmark Education
Joseph Pasquarella Joseph Pasquarella's New York Life Insurance Company Experience January 2015 - Present
Job Sales Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company January 2015 - Present
Youngstown Air Reserve Station December 2009 - Present
Skills
Rank structure, team..., HTML, SQL, Software Development, Java, Databases, JavaScript, C++, Microsoft SQL Server, Integration, Windows
Education
Kent State University 2011 — 2015
Bachelor of Science (BS), Psychology
Lake view high school 2006 — 2009
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company January 2015 - Present
Youngstown Air Reserve Station December 2009 - Present
Skills
Rank structure, team..., HTML, SQL, Software Development, Java, Databases, JavaScript, C++, Microsoft SQL Server, Integration, Windows
Education
Kent State University 2011 — 2015
Bachelor of Science (BS), Psychology
Lake view high school 2006 — 2009
Curt Rasmussen's New York Life Insurance Company Experience December 2008 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company August 2008 - Present
Mid Valley Glass & Millwork May 1991 - December 2008
mid valley glass 1991 - 2008
Skills
Computer Literate, Customer Relations, Creative Problem Solving, Insurance, Life Insurance, Investments, Disability Insurance, Strategic Financial..., Small Business, Fixed Annuities, Financial Advisory, Mutual Funds, Long-term Care, Mortgage Lending, Wealth Management, IRAs, Retirement, Estate Planning, Customer Service, 401k, Personal Finance, Term Life Insurance, Loans, Long Term Care Insurance, Roth IRA, Finance, Whole Life, Financial Planners, Financial Analysis
Education
University of Oregon 1981 — 1985
BS, Finance
Lane Community College 1980 — 1982
Associates Degree, Business Admin
Harrisburg Union High School
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company August 2008 - Present
Mid Valley Glass & Millwork May 1991 - December 2008
mid valley glass 1991 - 2008
Skills
Computer Literate, Customer Relations, Creative Problem Solving, Insurance, Life Insurance, Investments, Disability Insurance, Strategic Financial..., Small Business, Fixed Annuities, Financial Advisory, Mutual Funds, Long-term Care, Mortgage Lending, Wealth Management, IRAs, Retirement, Estate Planning, Customer Service, 401k, Personal Finance, Term Life Insurance, Loans, Long Term Care Insurance, Roth IRA, Finance, Whole Life, Financial Planners, Financial Analysis
Education
University of Oregon 1981 — 1985
BS, Finance
Lane Community College 1980 — 1982
Associates Degree, Business Admin
Harrisburg Union High School
Linh Siu's New York Life Insurance Company Experience January 2015 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Business Supplies and Equipment
Experience
New York Life Insurance Company January 2015 - Present
Quickly Corporation March 2010 - December 2014
Le's Resturant April 2009 - January 2010
Skills
Communication Skills, Leadership, International Business, Computer Skills, Languages, Accounting, Customer Service
Education
SFSU 2011 — 2013
Bachelor's degree, International Business
Laney College 2008 — 2011
Associate of Arts (AA), Accounting
New York Life Insurance Company January 2015 - Present
Quickly Corporation March 2010 - December 2014
Le's Resturant April 2009 - January 2010
Skills
Communication Skills, Leadership, International Business, Computer Skills, Languages, Accounting, Customer Service
Education
SFSU 2011 — 2013
Bachelor's degree, International Business
Laney College 2008 — 2011
Associate of Arts (AA), Accounting
Earl T Young, Jr's New York Life Insurance Company Experience February 2015 - Present
Job Agent with New York Life helping Midsoutherners achieve financial independence.
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
American Family Life Assurance Company (AFLAC) June 2014 - January 2015
Social Security Consulting February 2013 - January 2015
Social Security Administration June 1979 - September 2012
Social Security Adm. Atlanta Region October 1990 - June 1993
Skills
Labor Relations, Oral & Written..., Personnel Development, Project Managment, Personnel Management, Analysis, Interagency Coordination, Public Speaking, Customer Service, Management, Leadership Development, Team Building, Leadership, Human Resources, Training, Project Management, Program Management, Microsoft Office, Government, Employee Benefits, Strategic Planning, Data Analysis, Presentations, Social Networking, Coaching, Recruiting, Personal Development, Employee Relations, Consulting, Social Security Law, Policy, Conflict Resolution, Professional Services, Insurance, Research, Social Security
Education
Kentucky State University 1977 — 1982
BS, Business Management/Marketing
Kentucky State University, Frankfort KY 1977 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company February 2015 - Present
American Family Life Assurance Company (AFLAC) June 2014 - January 2015
Social Security Consulting February 2013 - January 2015
Social Security Administration June 1979 - September 2012
Social Security Adm. Atlanta Region October 1990 - June 1993
Skills
Labor Relations, Oral & Written..., Personnel Development, Project Managment, Personnel Management, Analysis, Interagency Coordination, Public Speaking, Customer Service, Management, Leadership Development, Team Building, Leadership, Human Resources, Training, Project Management, Program Management, Microsoft Office, Government, Employee Benefits, Strategic Planning, Data Analysis, Presentations, Social Networking, Coaching, Recruiting, Personal Development, Employee Relations, Consulting, Social Security Law, Policy, Conflict Resolution, Professional Services, Insurance, Research, Social Security
Education
Kentucky State University 1977 — 1982
BS, Business Management/Marketing
Kentucky State University, Frankfort KY 1977 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Julie Vince Julie Vince's New York Life Insurance Company Experience March 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Education
Kutztown University of Pennsylvania 2009 — 2014
Bachelor of Science (B.S.), Elementary Education and Teaching
New York Life Insurance Company March 2015 - Present
Education
Kutztown University of Pennsylvania 2009 — 2014
Bachelor of Science (B.S.), Elementary Education and Teaching
Joe Rec's New York Life Insurance Company Experience August 2012 - August 2015
Job Senior Financial Analyst at MetLife Insurance
Industry Financial Services
Experience
MetLife August 2015 - Present
New York Life Insurance Company August 2012 - August 2015
New York Life Insurance Company December 2011 - August 2012
The Roche Miseo Group June 2011 - August 2011
Skills
Accounting, GAAP, Private Equity, Microsoft Excel, Financial Reporting, Statutory Accounting, Financial Accounting, Financial Analysis, Finance
Education
Kutztown University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Accounting
MetLife August 2015 - Present
New York Life Insurance Company August 2012 - August 2015
New York Life Insurance Company December 2011 - August 2012
The Roche Miseo Group June 2011 - August 2011
Skills
Accounting, GAAP, Private Equity, Microsoft Excel, Financial Reporting, Statutory Accounting, Financial Accounting, Financial Analysis, Finance
Education
Kutztown University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Accounting
Victor Rainey's New York Life Insurance Company Experience September 2015 - Present
Job Financial Sales/ Investments
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Huntington National Bank February 2014 - November 2014
Finish Line September 2012 - February 2013
Bally Total Fitness February 2010 - August 2012
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Sales, Risk Management, Leadership, Management, Insurance, Retirement Planning, Financial Services
Education
Lakeland Community College
Bachelor of Science (BS), Accounting
New York Life Insurance Company September 2015 - Present
Huntington National Bank February 2014 - November 2014
Finish Line September 2012 - February 2013
Bally Total Fitness February 2010 - August 2012
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Sales, Risk Management, Leadership, Management, Insurance, Retirement Planning, Financial Services
Education
Lakeland Community College
Bachelor of Science (BS), Accounting
Cody Goodlow Cody Goodlow's New York Life Insurance Company Experience 2012 - April 2013
Job JP Morgan Chase
Industry Consumer Services
Experience
J.P. Morgan November 2014 - Present
ADP June 2013 - October 2014
New York Life Insurance Company 2012 - April 2013
Building Professionals May 2011 - August 2012
Skills
Financial Analysis, Financial Services, Friendly Personality, Leadership, Sales, Microsoft Office, Salesforce.com, Account Management, Time Management, Management, Microsoft Excel
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Management
Freehold Township High School 2005 — 2009
J.P. Morgan November 2014 - Present
ADP June 2013 - October 2014
New York Life Insurance Company 2012 - April 2013
Building Professionals May 2011 - August 2012
Skills
Financial Analysis, Financial Services, Friendly Personality, Leadership, Sales, Microsoft Office, Salesforce.com, Account Management, Time Management, Management, Microsoft Excel
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Management
Freehold Township High School 2005 — 2009
kiran kyanam kiran kyanam's New York Life Insurance Company Experience July 2008 - May 2009
Job Web Development at AT&T
Industry Telecommunications
Experience
AT&T April 2013 - Present
Excentus January 2013 - April 2013
Cisco Systems February 2012 - November 2012
Verizon July 2009 - December 2011
New York Life Insurance Company July 2008 - May 2009
Verizon Wireless April 2005 - June 2008
Skills
EJB, JMS, CSS, SAML 2.0, Weblogic, Java Enterprise Edition, Oracle Endeca, JAVA, J2EE, XML, HTML, XSLT, ORACLE PL/SQL, JSP, SERVLET, STRUTS, JSF, JNDI, JDBS, JAVASCRIPT, DOJO, JQUERY, AJAX, UNIX, UML, ANT, LOG4J, AGILE, SCRUM, ECLIPSE, ORACLE JDEVELOPER, WEBLOGIC PORTAL, JSR 286, SAP ENTERPRISE PORTAL, WEBDYNPRO JAVA, XSTREAM, WEB SERVICES, HIBERNATE, JPA, EJB 3.0, OAuth, Ant, Java, Struts, Spring, Hibernate, SOA, SOAP, WebLogic, Agile Methodologies
Education
Louisiana Tech University 2003 — 2005
Masters
Koneru Lakshmaiah College of Engineering 1997 — 2001
Bachelor of Technology (BTech)
AT&T April 2013 - Present
Excentus January 2013 - April 2013
Cisco Systems February 2012 - November 2012
Verizon July 2009 - December 2011
New York Life Insurance Company July 2008 - May 2009
Verizon Wireless April 2005 - June 2008
Skills
EJB, JMS, CSS, SAML 2.0, Weblogic, Java Enterprise Edition, Oracle Endeca, JAVA, J2EE, XML, HTML, XSLT, ORACLE PL/SQL, JSP, SERVLET, STRUTS, JSF, JNDI, JDBS, JAVASCRIPT, DOJO, JQUERY, AJAX, UNIX, UML, ANT, LOG4J, AGILE, SCRUM, ECLIPSE, ORACLE JDEVELOPER, WEBLOGIC PORTAL, JSR 286, SAP ENTERPRISE PORTAL, WEBDYNPRO JAVA, XSTREAM, WEB SERVICES, HIBERNATE, JPA, EJB 3.0, OAuth, Ant, Java, Struts, Spring, Hibernate, SOA, SOAP, WebLogic, Agile Methodologies
Education
Louisiana Tech University 2003 — 2005
Masters
Koneru Lakshmaiah College of Engineering 1997 — 2001
Bachelor of Technology (BTech)
Courtney Semplice Courtney Semplice's New York Life Insurance Company Experience December 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Farmers Insurance December 2011 - December 2013
EDMC March 2009 - March 2011
ADT Fire & Security September 2007 - March 2009
Skills
Insurance, Interviewing, Customer Service, Customer Relations, Account Management, Salesforce.com, B2B, Negotiation, Sales Management, PowerPoint, Excel, Word, Microsoft Office, New Business Development, Hiring, Coaching, Contract Negotiation, Team Building, Sales Process, Consultative Selling, Public Speaking, Online Marketing, Online Advertising, Recruiting, Selling
Education
South University 2009 — 2011
MBA, Management Information Systems
La Roche College 2002 — 2006
BA, Criminal Justice; Pre law
New York Life Insurance Company December 2013 - Present
Farmers Insurance December 2011 - December 2013
EDMC March 2009 - March 2011
ADT Fire & Security September 2007 - March 2009
Skills
Insurance, Interviewing, Customer Service, Customer Relations, Account Management, Salesforce.com, B2B, Negotiation, Sales Management, PowerPoint, Excel, Word, Microsoft Office, New Business Development, Hiring, Coaching, Contract Negotiation, Team Building, Sales Process, Consultative Selling, Public Speaking, Online Marketing, Online Advertising, Recruiting, Selling
Education
South University 2009 — 2011
MBA, Management Information Systems
La Roche College 2002 — 2006
BA, Criminal Justice; Pre law
Ben R. Kugler Ben R. Kugler's New York Life Insurance Company Experience January 1991 - June 1994
Job The Life Coaching Institute, Founder & CEO
Industry Individual & Family Services
Experience
The Life Coaching Institute & The Executive Matchmaker January 2008 - Present
Dream Gear LLC January 2010 - January 2012
Cherish the Children Foundation 1991 - January 2011
Triangle Development Company January 2004 - July 2007
DVA August 1989 - March 2007
New York Life Insurance Company January 1991 - June 1994
ABLE International January 1986 - March 1989
The Millard Group - Lincolnwood, Illinois August 1969 - June 1984
Skills
Leadership, Public Speaking, Management, Executive Coaching, Start-ups, Entrepreneurship, Marketing, Strategy, Business, Marketing Strategy, Small Business, Executive Management, Sales, Strategic Planning, Organizational..., Selling, Martial Arts, Nonprofits, Editing, Leadership Development, Sales & Marketing..., Team Building, Business Planning, Business Strategy, Online Marketing, Negotiation, Human Resources, Fundraising
Education
University of Ilinois 1966 — 1969
BA, Political Science
Lake Forest College 1967 — 1967
The Life Coaching Institute & The Executive Matchmaker January 2008 - Present
Dream Gear LLC January 2010 - January 2012
Cherish the Children Foundation 1991 - January 2011
Triangle Development Company January 2004 - July 2007
DVA August 1989 - March 2007
New York Life Insurance Company January 1991 - June 1994
ABLE International January 1986 - March 1989
The Millard Group - Lincolnwood, Illinois August 1969 - June 1984
Skills
Leadership, Public Speaking, Management, Executive Coaching, Start-ups, Entrepreneurship, Marketing, Strategy, Business, Marketing Strategy, Small Business, Executive Management, Sales, Strategic Planning, Organizational..., Selling, Martial Arts, Nonprofits, Editing, Leadership Development, Sales & Marketing..., Team Building, Business Planning, Business Strategy, Online Marketing, Negotiation, Human Resources, Fundraising
Education
University of Ilinois 1966 — 1969
BA, Political Science
Lake Forest College 1967 — 1967
Joshua Way Joshua Way's New York Life Insurance Company Experience November 2009 - April 2010
Job Executive recruiter Finance & Accounting
Industry Human Resources
Experience
Randstad April 2015 - Present
Enterprise Rent-A-Car January 2011 - Present
Cottonwood Financial April 2010 - August 2010
New York Life Insurance Company November 2009 - April 2010
Skills
Customer Service, Management, Sales, Team Building, Recruiting, Business Development, Cold Calling, Customer Retention, Customer Satisfaction, Human Resources, Interviews, Leadership, Marketing, Microsoft Office, Sales Management
Education
Lamar University 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
Randstad April 2015 - Present
Enterprise Rent-A-Car January 2011 - Present
Cottonwood Financial April 2010 - August 2010
New York Life Insurance Company November 2009 - April 2010
Skills
Customer Service, Management, Sales, Team Building, Recruiting, Business Development, Cold Calling, Customer Retention, Customer Satisfaction, Human Resources, Interviews, Leadership, Marketing, Microsoft Office, Sales Management
Education
Lamar University 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
Colin Mack Colin Mack's New York Life Insurance Company Experience June 2014 - Present
Job Senior Knowledge Management Associate at New York Life Insurance Company
Industry Information Services
Experience
New York Life Insurance Company June 2014 - Present
The Babcock & Wilcox Company March 2008 - June 2014
The Babcock & Wilcox Company February 2006 - March 2008
City of Oberlin December 2005 - February 2006
Skills
Knowledge Management, Knowledge Transfer, Information Organization, Information Retrieval, Knowledge Sharing, Collaboration, SharePoint, Organizational Learning, Information Management, Information Literacy
Education
Kent State University 2004 — 2005
Master of Library & Information Science (MLIS), Archives/Archival Administration
The Ohio State University 2001 — 2003
Bachelor of Arts (BA), Linguistics
New York Life Insurance Company June 2014 - Present
The Babcock & Wilcox Company March 2008 - June 2014
The Babcock & Wilcox Company February 2006 - March 2008
City of Oberlin December 2005 - February 2006
Skills
Knowledge Management, Knowledge Transfer, Information Organization, Information Retrieval, Knowledge Sharing, Collaboration, SharePoint, Organizational Learning, Information Management, Information Literacy
Education
Kent State University 2004 — 2005
Master of Library & Information Science (MLIS), Archives/Archival Administration
The Ohio State University 2001 — 2003
Bachelor of Arts (BA), Linguistics
Tamara Cancar Tamara Cancar's New York Life Insurance Company Experience October 2010 - November 2012
Job Experienced Professional in Finance and Banking
Industry Higher Education
Experience
Imperial PFS March 2014 - Present
First Community Credit Union June 2013 - Present
New York Life Insurance Company October 2010 - November 2012
New York Life Insurance Company January 2010 - January 2011
First Federal of Lakewood January 2008 - January 2010
First Federal of Lakewood January 2006 - January 2008
Skills
Disability Insurance, Financial Advisory, Pensions, Microsoft Word, Customer Satisfaction, Term Life Insurance, Investment Advisory, Retirement, Databases, Analysis, Access, Series 7, Health Insurance, 401k, Customer Service, Insurance, Uniform Combined State..., Long-term Care, Strategic Financial..., Retirement Planning, Investment Strategies, Morningstar, Annuity Sales, Mutual Funds, Estate Planning, Life Insurance, Series 63, Investments, Financial Planners, Risk Management, Wealth Management, Asset Managment, Wealth, Series 6, Asset Allocation, Securities, Variable Annuities
Education
Kent State University 2000 — 2004
BA in Communications, Communications, Theatre
Kent State University
BA, Communication Studies
Imperial PFS March 2014 - Present
First Community Credit Union June 2013 - Present
New York Life Insurance Company October 2010 - November 2012
New York Life Insurance Company January 2010 - January 2011
First Federal of Lakewood January 2008 - January 2010
First Federal of Lakewood January 2006 - January 2008
Skills
Disability Insurance, Financial Advisory, Pensions, Microsoft Word, Customer Satisfaction, Term Life Insurance, Investment Advisory, Retirement, Databases, Analysis, Access, Series 7, Health Insurance, 401k, Customer Service, Insurance, Uniform Combined State..., Long-term Care, Strategic Financial..., Retirement Planning, Investment Strategies, Morningstar, Annuity Sales, Mutual Funds, Estate Planning, Life Insurance, Series 63, Investments, Financial Planners, Risk Management, Wealth Management, Asset Managment, Wealth, Series 6, Asset Allocation, Securities, Variable Annuities
Education
Kent State University 2000 — 2004
BA in Communications, Communications, Theatre
Kent State University
BA, Communication Studies
Nick DePinto Nick DePinto's New York Life Insurance Company Experience January 2007 - June 2009
Job Account Manager at The Creative Group
Industry Staffing and Recruiting
Experience
The Creative Group May 2014 - Present
Lincoln Educational Services June 2009 - November 2013
New York Life Insurance Company January 2007 - June 2009
Skills
Recruiting, New Business Development, Account Management, Interviews, Staff Development, Management, Project Planning, Sales, Campus, Enrollment Management, Budgets, Policy, Market Research, Human Resources, Leadership, Business Development
Education
La Salle University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
The Creative Group May 2014 - Present
Lincoln Educational Services June 2009 - November 2013
New York Life Insurance Company January 2007 - June 2009
Skills
Recruiting, New Business Development, Account Management, Interviews, Staff Development, Management, Project Planning, Sales, Campus, Enrollment Management, Budgets, Policy, Market Research, Human Resources, Leadership, Business Development
Education
La Salle University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Tyler Furste Tyler Furste's New York Life Insurance Company Experience June 2009 - August 2009
Job Associate at GE Capital
Industry Financial Services
Experience
GE Capital June 2015 - Present
GE Capital July 2014 - Present
GE Capital July 2012 - July 2014
Kenyon College Career Development Office August 2009 - May 2012
Coleman Research Group May 2011 - August 2011
Brown Advisory October 2010 - December 2010
Ohio Housing Finance Agency June 2010 - August 2010
New York Life Insurance Company June 2009 - August 2009
Upper Arlington Chamber of Commerce June 2009 - August 2009
Skills
Investments, Analysis, Underwriting, Management, Research, Economics, Portfolio Management, Data Analysis, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Qualitative Research, Higher Education, SPSS, Stata, Public Speaking, Financial Analysis
Education
Kenyon College 2008 — 2012
Bachelor of Arts, Majors: Economics and Psychology, Cumulative G.P.A. 3.5/4.0,
University College London, U. of London 2010 — 2010
Abroad Program, Economics and Psychology
GE Capital June 2015 - Present
GE Capital July 2014 - Present
GE Capital July 2012 - July 2014
Kenyon College Career Development Office August 2009 - May 2012
Coleman Research Group May 2011 - August 2011
Brown Advisory October 2010 - December 2010
Ohio Housing Finance Agency June 2010 - August 2010
New York Life Insurance Company June 2009 - August 2009
Upper Arlington Chamber of Commerce June 2009 - August 2009
Skills
Investments, Analysis, Underwriting, Management, Research, Economics, Portfolio Management, Data Analysis, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Qualitative Research, Higher Education, SPSS, Stata, Public Speaking, Financial Analysis
Education
Kenyon College 2008 — 2012
Bachelor of Arts, Majors: Economics and Psychology, Cumulative G.P.A. 3.5/4.0,
University College London, U. of London 2010 — 2010
Abroad Program, Economics and Psychology
Joe Brabec Joe Brabec's New York Life Insurance Company Experience May 2012 - October 2013
Job Measure precision machined medical implants/devices/tools, aerospace/aviation (etc...) products.
Industry Machinery
Experience
UMC, Inc. May 2013 - Present
New York Life Insurance Company May 2012 - October 2013
RadioShack December 2011 - May 2012
NBC July 2008 - November 2011
Skills
Financial Analysis, Sales, Broadcast, Video Production, Broadcast Television, Television, Avid, Video Editing, Video, Broadcast Engineering, Digital Media, Sound, Facebook, Social Media, Editing, Sports
Education
Lake Superior College
UMC, Inc. May 2013 - Present
New York Life Insurance Company May 2012 - October 2013
RadioShack December 2011 - May 2012
NBC July 2008 - November 2011
Skills
Financial Analysis, Sales, Broadcast, Video Production, Broadcast Television, Television, Avid, Video Editing, Video, Broadcast Engineering, Digital Media, Sound, Facebook, Social Media, Editing, Sports
Education
Lake Superior College
Don Haines LUTCF Don Haines LUTCF's New York Life Insurance Company Experience September 1997 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company September 1997 - Present
Skills
Life Insurance, Retirement Planning, Guaranteed Lifetime..., Long Term Care Insurance, 401k Rollovers, Investments, Mutual Funds, IRAs, Traditional IRA, Roth IRA, Fixed Annuities, Retirement, Series 6, Wealth Accumulation, Variable Annuities, 401k, Insurance, Estate Planning, Financial Planning
Education
Kent State University
Bachelor of Arts (B.A.), Psychology
The American College 2011 — 2013
Life Underwriter Training Council Fellow (LUTCF)
New York Life Insurance Company September 1997 - Present
Skills
Life Insurance, Retirement Planning, Guaranteed Lifetime..., Long Term Care Insurance, 401k Rollovers, Investments, Mutual Funds, IRAs, Traditional IRA, Roth IRA, Fixed Annuities, Retirement, Series 6, Wealth Accumulation, Variable Annuities, 401k, Insurance, Estate Planning, Financial Planning
Education
Kent State University
Bachelor of Arts (B.A.), Psychology
The American College 2011 — 2013
Life Underwriter Training Council Fellow (LUTCF)
Luis A. Vargas's New York Life Insurance Company Experience December 2009 - April 2011
Job Sales Operations Manager at Unidos Financial Services INC
Industry Financial Services
Experience
Unidos Financial Services INC November 2013 - Present
Unidos Financial Services INC November 2011 - October 2013
Newkirk & Newkirk, Inc. April 2011 - August 2011
New York Life Insurance Company December 2009 - April 2011
Plumbers Local #1 October 2003 - May 2007
Skills
Quantitative Analysis, Statistical Modeling, Financial Modeling, Asset Valuation, Risk Management, Client Relationship..., Process Improvement, Data Analysis, Statistics, Financial Markets, Analysis, Data Mining, Financial Analysis, Market Research, Bloomberg, Finance, Quantitative Analytics, Valuation, Financial Services, Corporate Finance, CRM, Leadership, New Business Development, Analytics
Education
Pace University - Lubin School of Business 2006 — 2009
Bachelor of Business Administration, Finance
Laguardia Community College 2004 — 2006
Transferred, Business Administration
Unidos Financial Services INC November 2013 - Present
Unidos Financial Services INC November 2011 - October 2013
Newkirk & Newkirk, Inc. April 2011 - August 2011
New York Life Insurance Company December 2009 - April 2011
Plumbers Local #1 October 2003 - May 2007
Skills
Quantitative Analysis, Statistical Modeling, Financial Modeling, Asset Valuation, Risk Management, Client Relationship..., Process Improvement, Data Analysis, Statistics, Financial Markets, Analysis, Data Mining, Financial Analysis, Market Research, Bloomberg, Finance, Quantitative Analytics, Valuation, Financial Services, Corporate Finance, CRM, Leadership, New Business Development, Analytics
Education
Pace University - Lubin School of Business 2006 — 2009
Bachelor of Business Administration, Finance
Laguardia Community College 2004 — 2006
Transferred, Business Administration
Olga Ortman Olga Ortman's New York Life Insurance Company Experience December 2005 - July 2006
Job Insurance Advisor
Industry Insurance
Experience
AAA February 2015 - Present
New York Life Insurance Company December 2005 - July 2006
Classic Custom Vacations 1997 - 2003
Skills
Analysis, Long-term Care, Fixed Annuities, Term Life Insurance, Insurance, Liability, Finance, General Insurance, Life Insurance, Automobile, Disability Insurance, Boat, Umbrella Insurance, Employee Benefits, Training, Property & Casualty..., Legal Liability, Health Insurance, Underwriting, Small Business, Strategic Financial..., Retirement, Motorcycle, Casualty, Risk Management, Investments, Professional Liability, Retirement Planning, Universal Life, Commercial Insurance
Education
Kuban State University (KubSU) 1982 — 1988
Masters, Physics
AAA February 2015 - Present
New York Life Insurance Company December 2005 - July 2006
Classic Custom Vacations 1997 - 2003
Skills
Analysis, Long-term Care, Fixed Annuities, Term Life Insurance, Insurance, Liability, Finance, General Insurance, Life Insurance, Automobile, Disability Insurance, Boat, Umbrella Insurance, Employee Benefits, Training, Property & Casualty..., Legal Liability, Health Insurance, Underwriting, Small Business, Strategic Financial..., Retirement, Motorcycle, Casualty, Risk Management, Investments, Professional Liability, Retirement Planning, Universal Life, Commercial Insurance
Education
Kuban State University (KubSU) 1982 — 1988
Masters, Physics
David Ison's New York Life Insurance Company Experience December 2009 - January 2011
Job Senior Consultant/Program Manager NTT DATA
Industry Computer Software
Experience
Kentucky Health Benefit Exchange August 2015 - Present
Kentucky Health Benefit Exchange May 2012 - August 2015
Chenault & Hoge Inc April 2012 - June 2015
Valley Scale Company, LLC January 2011 - October 2011
New York Life Insurance Company December 2009 - January 2011
RB Brown Insurance Agency - State Farm December 2006 - December 2009
Milner Electrical Company April 1999 - July 2006
Art's Electric, Inc. August 1997 - March 1999
Skills
Integration, Business Analysis, SDLC, Analysis, Project Management, Business Process, Leadership, Requirements Analysis, SharePoint, Vendor Management, Insurance, Process Improvement, Software Documentation, Requirements Gathering, Team Building, Software Project..., Sales, User Acceptance Testing, Management, Risk Management, MS Project, System Testing, Regression Testing, Team Management, TFS, Microsoft SQL Server, Interfaces, Teamwork
Education
Kentucky State University 2004 — 2005
Associated Builders & Contractors 1998 — 2002
Associate, Electrician
Lexington Catholic High School
Kentucky Health Benefit Exchange August 2015 - Present
Kentucky Health Benefit Exchange May 2012 - August 2015
Chenault & Hoge Inc April 2012 - June 2015
Valley Scale Company, LLC January 2011 - October 2011
New York Life Insurance Company December 2009 - January 2011
RB Brown Insurance Agency - State Farm December 2006 - December 2009
Milner Electrical Company April 1999 - July 2006
Art's Electric, Inc. August 1997 - March 1999
Skills
Integration, Business Analysis, SDLC, Analysis, Project Management, Business Process, Leadership, Requirements Analysis, SharePoint, Vendor Management, Insurance, Process Improvement, Software Documentation, Requirements Gathering, Team Building, Software Project..., Sales, User Acceptance Testing, Management, Risk Management, MS Project, System Testing, Regression Testing, Team Management, TFS, Microsoft SQL Server, Interfaces, Teamwork
Education
Kentucky State University 2004 — 2005
Associated Builders & Contractors 1998 — 2002
Associate, Electrician
Lexington Catholic High School
Sym Singh Sym Singh's New York Life Insurance Company Experience November 2007 - 2013
Job Investigator III at Office of Investigations and Enforcement at SC Department of Labor,Licensing, and Regulation
Industry Security and Investigations
Experience
Office of Investigations and Enforcement at SC Department of Labor,Licensing, and Regulation April 2013 - Present
New York Life Insurance Company November 2007 - 2013
New York Life Insurance Company 2007 - 2013
Skills
Health Insurance, Insurance, Life Insurance, Long-term Care, Investments, Retirement Planning, Financial Services, Fixed Annuities, Small Business, Commercial Insurance, Whole Life, Disability Insurance, Customer Service, Sales
Education
Lander University 2002 — 2007
Business with minor in Political Science
Lander University 2002 — 2007
Bachelor of Science (B.S.), Business and Political Science
Office of Investigations and Enforcement at SC Department of Labor,Licensing, and Regulation April 2013 - Present
New York Life Insurance Company November 2007 - 2013
New York Life Insurance Company 2007 - 2013
Skills
Health Insurance, Insurance, Life Insurance, Long-term Care, Investments, Retirement Planning, Financial Services, Fixed Annuities, Small Business, Commercial Insurance, Whole Life, Disability Insurance, Customer Service, Sales
Education
Lander University 2002 — 2007
Business with minor in Political Science
Lander University 2002 — 2007
Bachelor of Science (B.S.), Business and Political Science
Robert Heppe Robert Heppe's New York Life Insurance Company Experience August 1981 - July 1986
Job Retired Lawyer at Coast Guard Beach
Industry Law Practice
Experience
Coast Guard Beach January 2013 - Present
Haddleton & Associates August 2008 - January 2013
Mountain Dearborn & Whiting LLP November 2006 - July 2008
US Army June 1970 - February 2008
Flagship Bank June 2003 - October 2006
Mirick O'Connell DeMallie & Lougee February 1994 - May 2003
Moore & Heppe August 1986 - February 1994
New York Life Insurance Company August 1981 - July 1986
Skills
Estate Planning, Trusts, Estate Law, Wealth Management, Estate Administration, Wills, Elder Law, Powers of Attorney, Estate Tax Planning, Guardianship, Business Transactions
Education
New York University School of Law 1982 — 1986
LL.M., Taxation
Suffolk University Law School 1970 — 1973
JD, Law
Lafayette College 1966 — 1970
AB, Economics
Coast Guard Beach January 2013 - Present
Haddleton & Associates August 2008 - January 2013
Mountain Dearborn & Whiting LLP November 2006 - July 2008
US Army June 1970 - February 2008
Flagship Bank June 2003 - October 2006
Mirick O'Connell DeMallie & Lougee February 1994 - May 2003
Moore & Heppe August 1986 - February 1994
New York Life Insurance Company August 1981 - July 1986
Skills
Estate Planning, Trusts, Estate Law, Wealth Management, Estate Administration, Wills, Elder Law, Powers of Attorney, Estate Tax Planning, Guardianship, Business Transactions
Education
New York University School of Law 1982 — 1986
LL.M., Taxation
Suffolk University Law School 1970 — 1973
JD, Law
Lafayette College 1966 — 1970
AB, Economics
Peter Ruggeri Peter Ruggeri's New York Life Insurance Company Experience October 2009 - June 2011
Job Asset Protection Associate
Industry Consumer Electronics
Experience
Sleepy's November 2013 - January 2015
Sears Holdings Corporation November 2011 - November 2013
Pathmark Stores, Inc. January 2012 - May 2013
New York Life Insurance Company October 2009 - June 2011
Champs Sports May 2006 - October 2009
Tweeter Home Entertainment Group January 2003 - April 2006
Tweeter Home Entertainment Group December 2002 - January 2003
Tweeter Home Entertainment Group July 2002 - December 2002
CRA, Inc. 2000 - 2000
Skills
Sales, Retail, Sales Management, Customer Satisfaction, Team Building, Management, Marketing, B2B, Customer Service, CRM, Merchandising, Leadership, Entrepreneurship, Training, Account Management, Sales Process, Operations Management, Home Theater, Remote Control, Home Networking
Education
La Salle University 1998 — 2002
BA, Communication
Sleepy's November 2013 - January 2015
Sears Holdings Corporation November 2011 - November 2013
Pathmark Stores, Inc. January 2012 - May 2013
New York Life Insurance Company October 2009 - June 2011
Champs Sports May 2006 - October 2009
Tweeter Home Entertainment Group January 2003 - April 2006
Tweeter Home Entertainment Group December 2002 - January 2003
Tweeter Home Entertainment Group July 2002 - December 2002
CRA, Inc. 2000 - 2000
Skills
Sales, Retail, Sales Management, Customer Satisfaction, Team Building, Management, Marketing, B2B, Customer Service, CRM, Merchandising, Leadership, Entrepreneurship, Training, Account Management, Sales Process, Operations Management, Home Theater, Remote Control, Home Networking
Education
La Salle University 1998 — 2002
BA, Communication
Vincent Grecco Vincent Grecco's New York Life Insurance Company Experience August 2015 - Present
Job Student at Kennesaw State University
Industry Higher Education
Experience
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company July 2013 - August 2015
Lanier Parking Solutions March 2009 - August 2011
Skills
Windows XP, Windows 7, XP, Technical Support, Active Directory, Lotus Notes, Citrix XenApp, Microsoft Office, Troubleshooting, Customer Service, Windows, Vendor Management, Microsoft Word
Education
Kennesaw State University 2010 — 2014
BBA, Information Security and Assurance
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company July 2013 - August 2015
Lanier Parking Solutions March 2009 - August 2011
Skills
Windows XP, Windows 7, XP, Technical Support, Active Directory, Lotus Notes, Citrix XenApp, Microsoft Office, Troubleshooting, Customer Service, Windows, Vendor Management, Microsoft Word
Education
Kennesaw State University 2010 — 2014
BBA, Information Security and Assurance
Bill Pethtel Bill Pethtel's New York Life Insurance Company Experience August 1984 - August 1991
Job Insurance Consultant
Industry Insurance
Experience
Zito Insurance Agency 1991 - Present
New York Life Insurance Company August 1984 - August 1991
National City Bank August 1974 - August 1984
Skills
Insurance, Customer Service, Strategic Planning, Microsoft Office, Small Business, Whole Life, Permanent Life Insurance, Property & Casualty..., Risk Management, Disability Insurance, Commercial Insurance, Sales, Long Term Care Insurance, Workers Compensation
Education
University of South West Louisiana 1972 — 1974
Lakeland Community College
Zito Insurance Agency 1991 - Present
New York Life Insurance Company August 1984 - August 1991
National City Bank August 1974 - August 1984
Skills
Insurance, Customer Service, Strategic Planning, Microsoft Office, Small Business, Whole Life, Permanent Life Insurance, Property & Casualty..., Risk Management, Disability Insurance, Commercial Insurance, Sales, Long Term Care Insurance, Workers Compensation
Education
University of South West Louisiana 1972 — 1974
Lakeland Community College
Thomas Ormandy Thomas Ormandy's New York Life Insurance Company Experience August 2011 - Present
Job Life Products Marketing & Training Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
Lafayette College August 2013 - Present
Radnor Township August 2008 - June 2011
Pelle Pelle June 2004 - August 2007
Skills
FINRA Series 7 Licensed, Research, Insurance, Sales, Wealth Management
Education
Saint Joseph's University 2008 — 2011
Masters of Business Administration, Management
Lafayette College 2003 — 2007
B.A., Government & Law
New York Life Insurance Company August 2011 - Present
Lafayette College August 2013 - Present
Radnor Township August 2008 - June 2011
Pelle Pelle June 2004 - August 2007
Skills
FINRA Series 7 Licensed, Research, Insurance, Sales, Wealth Management
Education
Saint Joseph's University 2008 — 2011
Masters of Business Administration, Management
Lafayette College 2003 — 2007
B.A., Government & Law
Cynthia Thies Drago Cynthia Thies Drago's New York Life Insurance Company Experience November 2014 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Skills
Financial Services, Life Insurance..., Retirement Planning, Estate Planning, Wealth Preservation, Gifting Strategies, Education Funding, 401k Rollovers, Annuity Sales, Retirement, Business Protection, Investment Strategies, Account Management, Marketing Communications, Insurance, Life Insurance
Education
Manhattanville College 1983 — 1985
Bachelor’s Degree, Art History, Minor in French
Lake Forest College 1980 — 1982
Art History, French, Italian, Spanish
Horace Greeley High School 1976 — 1980
University of Florence, Italy
The American School, Mexico City
New York Life Insurance Company November 2014 - Present
Skills
Financial Services, Life Insurance..., Retirement Planning, Estate Planning, Wealth Preservation, Gifting Strategies, Education Funding, 401k Rollovers, Annuity Sales, Retirement, Business Protection, Investment Strategies, Account Management, Marketing Communications, Insurance, Life Insurance
Education
Manhattanville College 1983 — 1985
Bachelor’s Degree, Art History, Minor in French
Lake Forest College 1980 — 1982
Art History, French, Italian, Spanish
Horace Greeley High School 1976 — 1980
University of Florence, Italy
The American School, Mexico City
Merdija Vucetovic's New York Life Insurance Company Experience March 2011 - May 2012
Job ______________
Industry Financial Services
Experience
Current Solutions, P.C. June 2013 - August 2014
Westchester Export Assistance Center January 2013 - April 2013
New York Life Insurance Company March 2011 - May 2012
Bay Ridge & Bensonhurst Alliance, Inc December 2007 - November 2008
Skills
Research, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Resume Writing, Outlook, Marketing Research, Data Entry, Social Media, Sales, Marketing, Human Resources, Interviews
Education
The College of Westchester 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Finance
Kingsborough Community College 2007 — 2008
Current Solutions, P.C. June 2013 - August 2014
Westchester Export Assistance Center January 2013 - April 2013
New York Life Insurance Company March 2011 - May 2012
Bay Ridge & Bensonhurst Alliance, Inc December 2007 - November 2008
Skills
Research, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Resume Writing, Outlook, Marketing Research, Data Entry, Social Media, Sales, Marketing, Human Resources, Interviews
Education
The College of Westchester 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Finance
Kingsborough Community College 2007 — 2008
Lynn Padian Lynn Padian's New York Life Insurance Company Experience February 2015 - Present
Job Annuity Marketing Distribution at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - July 2012
New York Life & MainStay Investments May 2007 - May 2011
New York Life Insurance Corporation May 2007 - May 2011
JPMorgan Chase February 2006 - April 2007
AXA Advisors August 2005 - January 2006
Skills
Fixed Annuities, Insurance, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Estate Planning, Series 7, Financial Planners, Financial Analysis, Life Insurance, Retirement, Alternative Investments, Mutual Funds, Series 63, IRAs, Investment Strategies, Investment Advisory, Banking, Variable Annuities, High Net Worth..., Strategic Financial..., 401k, Term Life Insurance, Long-term Care, Sales, Financial Advisory, Securities, Uniform Combined State..., Finance, Series 6, Wealth Management, Series 24, 401k Rollovers, Guaranteed Lifetime..., FINRA, ETFs, Series 65
Education
Kingston University
Business Administration Major
State University of New York at New Paltz, School of Business
Bachelor of Science Degree, International Business Major
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - July 2012
New York Life & MainStay Investments May 2007 - May 2011
New York Life Insurance Corporation May 2007 - May 2011
JPMorgan Chase February 2006 - April 2007
AXA Advisors August 2005 - January 2006
Skills
Fixed Annuities, Insurance, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Estate Planning, Series 7, Financial Planners, Financial Analysis, Life Insurance, Retirement, Alternative Investments, Mutual Funds, Series 63, IRAs, Investment Strategies, Investment Advisory, Banking, Variable Annuities, High Net Worth..., Strategic Financial..., 401k, Term Life Insurance, Long-term Care, Sales, Financial Advisory, Securities, Uniform Combined State..., Finance, Series 6, Wealth Management, Series 24, 401k Rollovers, Guaranteed Lifetime..., FINRA, ETFs, Series 65
Education
Kingston University
Business Administration Major
State University of New York at New Paltz, School of Business
Bachelor of Science Degree, International Business Major
Naoki Yamaguchi Naoki Yamaguchi's New York Life Insurance Company Experience March 2015 - Present
Job Data Analyst Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company October 2014 - March 2015
New York Life Insurance Company July 2013 - October 2014
Prudential Financial January 2013 - June 2013
Prudential Financial November 2011 - January 2013
Morris King May 2011 - December 2011
Octagon February 2011 - April 2011
Snow Beverages September 2010 - February 2011
NTT America December 2009 - January 2010
New York Presbyterian Hospital June 2009 - August 2009
Skills
Marketing, Microsoft Office, Social Media, Japanese, Account Management, Finance, Management, New Business Development, Sales, Actuarial Exams, Economics, Variable Annuities, Data Analysis, Mathematics, SQL, Python, Spotfire
Education
Lafayette College 2006 — 2010
BA, Psychology
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company October 2014 - March 2015
New York Life Insurance Company July 2013 - October 2014
Prudential Financial January 2013 - June 2013
Prudential Financial November 2011 - January 2013
Morris King May 2011 - December 2011
Octagon February 2011 - April 2011
Snow Beverages September 2010 - February 2011
NTT America December 2009 - January 2010
New York Presbyterian Hospital June 2009 - August 2009
Skills
Marketing, Microsoft Office, Social Media, Japanese, Account Management, Finance, Management, New Business Development, Sales, Actuarial Exams, Economics, Variable Annuities, Data Analysis, Mathematics, SQL, Python, Spotfire
Education
Lafayette College 2006 — 2010
BA, Psychology
Idris Adesanya's New York Life Insurance Company Experience June 2014 - Present
Job Senior Security Analyst at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2014 - Present
Skills
Security Assessments, Vulnerability Management, Security, Vulnerability Assessment, Compliance, Information Security..., Network Security, PCI DSS, Ethical Hacking, Intrusion Detection, Computer Security, Risk Assessment, Application Security, NIST, SOX Compliancy, SIEM, IDS, IPS, Qualys, RSA enVision, CEH, Web Application Security, Rational AppScan, WebInspect, Information Security, LAN-WAN, TCP/IP, Firewalls, Routers, VPN, Information Security..., Auditing, IT Audit, Payment Processing, Payment Card Processing, Electronic Payment..., Security Audits, OWASP, Active Directory, Nmap, Security Architecture..., Networking, Security Clearance, Information Technology, Information Assurance, Encryption
Education
Lewis University 2011 — 2013
Master of Science
Kennesaw State University 2003 — 2006
BS
New York Life Insurance Company June 2014 - Present
Skills
Security Assessments, Vulnerability Management, Security, Vulnerability Assessment, Compliance, Information Security..., Network Security, PCI DSS, Ethical Hacking, Intrusion Detection, Computer Security, Risk Assessment, Application Security, NIST, SOX Compliancy, SIEM, IDS, IPS, Qualys, RSA enVision, CEH, Web Application Security, Rational AppScan, WebInspect, Information Security, LAN-WAN, TCP/IP, Firewalls, Routers, VPN, Information Security..., Auditing, IT Audit, Payment Processing, Payment Card Processing, Electronic Payment..., Security Audits, OWASP, Active Directory, Nmap, Security Architecture..., Networking, Security Clearance, Information Technology, Information Assurance, Encryption
Education
Lewis University 2011 — 2013
Master of Science
Kennesaw State University 2003 — 2006
BS
Scott Warden's New York Life Insurance Company Experience November 2010 - October 2012
Job Finance with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Tunisia Riley's New York Life Insurance Company Experience May 2011 - Present
Job Senior Associate Editor at New York Life Insurance Company
Industry Writing and Editing
Experience
New York Life Insurance Company May 2011 - Present
The National Council for Resarch on Women February 2010 - December 2012
Research Foundation of CUNY April 2010 - August 2012
Research Foundation of CUNY October 2009 - April 2010
University of South Florida August 2007 - May 2009
Science Magazine March 2007 - August 2007
Science Magazine 2005 - 2006
Science Magazine 2004 - 2005
Science Magazine 2001 - 2004
Buying Time, LLC June 2000 - December 2000
Skills
Editing, Blogging, Research, Social Media, Publications, Editorial, Community Outreach, Corporate Communications, Public Speaking, Writing, Newsletters, Publicity, Content Management, Press Releases, Microsoft Office, Storytelling, Copy Editing, Grant Writing, Internal Communications, Data Analysis, Dreamweaver, Photoshop, Copywriting, Proofreading, Public Relations, Proposal Writing, Vignette, Adobe Acrobat, HTML, Joomla, Women's Studies, Women's Health, Jive, Web Community Management, Strategic Communications
Education
Kent State University 2013 — 2016
Master of Arts (MA), Journalism & Mass Communication with PR Concentration
University of South Florida 2007 — 2009
MA, Women's Studies
William & Mary 1996 — 2000
BA, English and Women's Studies
Brooklyn Technical High School 1992 — 1996
New York Life Insurance Company May 2011 - Present
The National Council for Resarch on Women February 2010 - December 2012
Research Foundation of CUNY April 2010 - August 2012
Research Foundation of CUNY October 2009 - April 2010
University of South Florida August 2007 - May 2009
Science Magazine March 2007 - August 2007
Science Magazine 2005 - 2006
Science Magazine 2004 - 2005
Science Magazine 2001 - 2004
Buying Time, LLC June 2000 - December 2000
Skills
Editing, Blogging, Research, Social Media, Publications, Editorial, Community Outreach, Corporate Communications, Public Speaking, Writing, Newsletters, Publicity, Content Management, Press Releases, Microsoft Office, Storytelling, Copy Editing, Grant Writing, Internal Communications, Data Analysis, Dreamweaver, Photoshop, Copywriting, Proofreading, Public Relations, Proposal Writing, Vignette, Adobe Acrobat, HTML, Joomla, Women's Studies, Women's Health, Jive, Web Community Management, Strategic Communications
Education
Kent State University 2013 — 2016
Master of Arts (MA), Journalism & Mass Communication with PR Concentration
University of South Florida 2007 — 2009
MA, Women's Studies
William & Mary 1996 — 2000
BA, English and Women's Studies
Brooklyn Technical High School 1992 — 1996
Michael K. Jenkins's New York Life Insurance Company Experience September 2014 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
HSBC Bank January 2009 - 2014
Washington Mutual 2007 - 2009
JPMorgan Chase 2003 - June 2007
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1995 - 2001
JPMorgan Chase & Co. 1986 - 1995
Skills
Commercial Banking, Relationship Management, Credit, Banking, Retail Banking, Commercial Lending, Finance, Credit Analysis, Life Insurance, Retirement Planning, Estate Planning, Protection..., Long Term Care Insurance, Cash Management, Financial Services, Loans, Mortgage Lending, Portfolio Management, Sales
Education
American Bankers Association
American Institute of Banking, Banking & Finance
Kingsborough Community College
Business Administration
New York Life Insurance Company September 2014 - Present
HSBC Bank January 2009 - 2014
Washington Mutual 2007 - 2009
JPMorgan Chase 2003 - June 2007
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1995 - 2001
JPMorgan Chase & Co. 1986 - 1995
Skills
Commercial Banking, Relationship Management, Credit, Banking, Retail Banking, Commercial Lending, Finance, Credit Analysis, Life Insurance, Retirement Planning, Estate Planning, Protection..., Long Term Care Insurance, Cash Management, Financial Services, Loans, Mortgage Lending, Portfolio Management, Sales
Education
American Bankers Association
American Institute of Banking, Banking & Finance
Kingsborough Community College
Business Administration
Alvin B. Canlas's New York Life Insurance Company Experience August 2010 - Present
Job Financial Services Professional
Industry Insurance
Experience
New York Life Insurance Company August 2010 - Present
New York Life Insurance Company June 2009 - August 2010
New York Life Insurance Company October 2002 - January 2009
Skills
Fluent in Tagalog
Education
Kingsborough Community College 1991 — 1997
New York Life Insurance Company August 2010 - Present
New York Life Insurance Company June 2009 - August 2010
New York Life Insurance Company October 2002 - January 2009
Skills
Fluent in Tagalog
Education
Kingsborough Community College 1991 — 1997
Filippo Freccia's New York Life Insurance Company Experience February 2014 - March 2014
Job Facilities Manager for 21st Amendment Brewery
Industry Financial Services
Experience
21st Amendment Brewery Restaurant April 2014 - Present
New York Life Insurance Company February 2014 - March 2014
Fidelity Investments September 2012 - March 2013
Morgan Stanley Smith Barney October 2011 - October 2012
Morgan Stanley Smith Barney October 2008 - October 2011
Skills
Investments, Public Speaking, Retirement, Insurance, Banking, Series 6, Series 7, Series 63, Series 65, Relationship Management, Securities, Mergers & Acquisitions, Sales, Financial Services, Mutual Funds, Retirement Planning
Education
Kenyon College 1981 — 1985
Bachelor's degree, Psychology
Phillips Academy - Andover 1979 — 1981
High School diploma
North Yarmouth Academy 1977 — 1979
21st Amendment Brewery Restaurant April 2014 - Present
New York Life Insurance Company February 2014 - March 2014
Fidelity Investments September 2012 - March 2013
Morgan Stanley Smith Barney October 2011 - October 2012
Morgan Stanley Smith Barney October 2008 - October 2011
Skills
Investments, Public Speaking, Retirement, Insurance, Banking, Series 6, Series 7, Series 63, Series 65, Relationship Management, Securities, Mergers & Acquisitions, Sales, Financial Services, Mutual Funds, Retirement Planning
Education
Kenyon College 1981 — 1985
Bachelor's degree, Psychology
Phillips Academy - Andover 1979 — 1981
High School diploma
North Yarmouth Academy 1977 — 1979
Jennifer Mims's New York Life Insurance Company Experience December 2014 - Present
Job Administrative Assistant at New York Life Insurance Company
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company December 2014 - Present
HeartShare Human Services of New York May 2014 - August 2014
Visiting Nurse Service of New York 2012 - 2013
Kelly Services February 2003 - March 2009
Midboro Management January 2000 - September 2001
Skills
Recruiting, Management, Human Resources, Resume Writing, Administrative..., Teamwork, Time Management, Temporary Staffing
Education
LaGuardia Community College 1995 — 1997
A.A.S., Microcomputer Systems & Applications
New York Life Insurance Company December 2014 - Present
HeartShare Human Services of New York May 2014 - August 2014
Visiting Nurse Service of New York 2012 - 2013
Kelly Services February 2003 - March 2009
Midboro Management January 2000 - September 2001
Skills
Recruiting, Management, Human Resources, Resume Writing, Administrative..., Teamwork, Time Management, Temporary Staffing
Education
LaGuardia Community College 1995 — 1997
A.A.S., Microcomputer Systems & Applications
Noelle Maloney's New York Life Insurance Company Experience May 2011 - Present
Job Sales agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company May 2011 - Present
Southern Insurance Group 2007 - 2011
Education
Kennesaw State University 1991 — 1996
BS, Psychology
New York Life Insurance Company May 2011 - Present
Southern Insurance Group 2007 - 2011
Education
Kennesaw State University 1991 — 1996
BS, Psychology
Jack Annett's New York Life Insurance Company Experience October 1967 - July 1969
Job Owner, Employer Administrative Services Company
Industry Insurance
Experience
Employer Administrative Services Company July 1973 - Present
New York Life Insurance Company October 1967 - July 1969
Illinois Mutual January 1959 - April 1962
Skills
Health Insurance, Employee Benefits, Life Insurance, Disability Insurance, Healthcare
Education
Western Illinois University 1955 — 1958
Knox College 1954 — 1955
Employer Administrative Services Company July 1973 - Present
New York Life Insurance Company October 1967 - July 1969
Illinois Mutual January 1959 - April 1962
Skills
Health Insurance, Employee Benefits, Life Insurance, Disability Insurance, Healthcare
Education
Western Illinois University 1955 — 1958
Knox College 1954 — 1955
Valentino Timonte's New York Life Insurance Company Experience 2015 - Present
Job Financial Professional @ NYLIFE Securities helping individuals and business owners to create, build and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
Ciber 2012 - 2013
CSC 2005 - 2012
Computer Sciences Corporation 2000 - 2005
AT&T 1980 - 2000
Skills
Project Portfolio..., IT Strategy, Vendor Management, Business Process, Resource Management, SDLC, PMO, Outsourcing, IT Management, Integration, Business Process..., Program Management, Project Management, Product Development, Product Management, Billing Systems, Telecommunications..., Billing Process, Billing Solutions, Collection Development, SAP, SAP R/3, SAP ERP, P&L Management, Preparation of Business..., Information Systems, Systems Analysis, Data Integration, Data Conversion, System Conversion, HR Software, Leadership, PMP, ERP, Business Intelligence
Education
Rutgers University-New Brunswick
Rutgers University
Rutgers Business School 1981 — 1986
MBA, Finance
King's College 1976 — 1980
BS, Information Systems and Accounting
New York Life Insurance Company 2015 - Present
Ciber 2012 - 2013
CSC 2005 - 2012
Computer Sciences Corporation 2000 - 2005
AT&T 1980 - 2000
Skills
Project Portfolio..., IT Strategy, Vendor Management, Business Process, Resource Management, SDLC, PMO, Outsourcing, IT Management, Integration, Business Process..., Program Management, Project Management, Product Development, Product Management, Billing Systems, Telecommunications..., Billing Process, Billing Solutions, Collection Development, SAP, SAP R/3, SAP ERP, P&L Management, Preparation of Business..., Information Systems, Systems Analysis, Data Integration, Data Conversion, System Conversion, HR Software, Leadership, PMP, ERP, Business Intelligence
Education
Rutgers University-New Brunswick
Rutgers University
Rutgers Business School 1981 — 1986
MBA, Finance
King's College 1976 — 1980
BS, Information Systems and Accounting
Michael Ney's New York Life Insurance Company Experience 2009 - 2010
Job Player Development at Casino Queen Inc.
Industry Gambling & Casinos
Experience
Casino Queen Inc. April 2014 - Present
Casino Queen Inc. July 2013 - April 2014
Ascension Parish Schools August 2010 - December 2012
New York Life Insurance Company 2009 - 2010
Belle of Baton Rouge Casino (formerly Argosy Casino) 2003 - 2009
Showboat Casino January 2003 - May 2003
Showboat Casino April 2001 - January 2003
Harrah's Entertainment February 2000 - April 2001
Harrah's Entertainment September 1999 - February 2000
Resorts Casino December 1998 - August 1999
Skills
Management, Customer Service, Gaming Industry, Casino Gaming, Hospitality, Elementary Education, Budgets, Sales&Marketing, Leadership, Organization, Communication
Education
Louisiana Resource Center for Educators - Certification Solutions 2010 — 2010
Certification in Elementary Education, Grades 1-5
La Salle University 1989 — 1993
BS, Marketing
Casino Queen Inc. April 2014 - Present
Casino Queen Inc. July 2013 - April 2014
Ascension Parish Schools August 2010 - December 2012
New York Life Insurance Company 2009 - 2010
Belle of Baton Rouge Casino (formerly Argosy Casino) 2003 - 2009
Showboat Casino January 2003 - May 2003
Showboat Casino April 2001 - January 2003
Harrah's Entertainment February 2000 - April 2001
Harrah's Entertainment September 1999 - February 2000
Resorts Casino December 1998 - August 1999
Skills
Management, Customer Service, Gaming Industry, Casino Gaming, Hospitality, Elementary Education, Budgets, Sales&Marketing, Leadership, Organization, Communication
Education
Louisiana Resource Center for Educators - Certification Solutions 2010 — 2010
Certification in Elementary Education, Grades 1-5
La Salle University 1989 — 1993
BS, Marketing
Deborah Marcus's New York Life Insurance Company Experience January 2008 - Present
Job Paralegal at New York Life
Industry Financial Services
Experience
New York Life Insurance Company January 2008 - Present
UBS Securities LLC April 2007 - October 2007
Thacher Proffitt & Wood LLP 2005 - 2007
Falcon Financial 2004 - 2005
Skills
Real Estate, Commercial Real Estate, Legal Research, Legal Writing, Westlaw, Corporate Law, Corporate Governance, Insurance, Due Diligence, Legal Assistance, Notary Public, Lexis, Real Estate Economics
Education
University of Massachusetts, Amherst 1993 — 1996
MA, American History
Lafayette College 1988 — 1991
BA, American Civilization
New York Life Insurance Company January 2008 - Present
UBS Securities LLC April 2007 - October 2007
Thacher Proffitt & Wood LLP 2005 - 2007
Falcon Financial 2004 - 2005
Skills
Real Estate, Commercial Real Estate, Legal Research, Legal Writing, Westlaw, Corporate Law, Corporate Governance, Insurance, Due Diligence, Legal Assistance, Notary Public, Lexis, Real Estate Economics
Education
University of Massachusetts, Amherst 1993 — 1996
MA, American History
Lafayette College 1988 — 1991
BA, American Civilization
Mike Welborn's New York Life Insurance Company Experience December 2008 - June 2009
Job Retail Professional
Industry Retail
Experience
Firestone May 2011 - Present
Variety Wholesalers July 2009 - May 2011
New York Life Insurance Company December 2008 - June 2009
Ross Stores February 2006 - November 2008
Wal-Mart May 2000 - February 2006
Quality Chrysler March 1998 - May 2000
Skills
Customer Experience, Management, Inventory Management, Retail, Customer Satisfaction, Merchandising, Sales Management, Customer Service, Inventory Control, Profit, Sales, Store Management, Team Building
Education
Lander University 1991 — 1996
Bachelor's, Business Administration
Firestone May 2011 - Present
Variety Wholesalers July 2009 - May 2011
New York Life Insurance Company December 2008 - June 2009
Ross Stores February 2006 - November 2008
Wal-Mart May 2000 - February 2006
Quality Chrysler March 1998 - May 2000
Skills
Customer Experience, Management, Inventory Management, Retail, Customer Satisfaction, Merchandising, Sales Management, Customer Service, Inventory Control, Profit, Sales, Store Management, Team Building
Education
Lander University 1991 — 1996
Bachelor's, Business Administration
Wendyl Barnes's New York Life Insurance Company Experience December 1996 - March 1998
Job Showroom Manager and Business Development at Grange Furniture
Industry Design
Experience
Grange Furniture, Inc. March 2015 - Present
Lillian August Designs, Inc April 2014 - January 2015
Arhaus Furniture October 2013 - April 2014
Pier 1 Imports June 2010 - September 2013
Waterworks June 2007 - December 2009
Restoration Hardware June 2002 - May 2007
U.S. Coast Guard April 1998 - May 2002
New York Life Insurance Company December 1996 - March 1998
UPS July 1995 - December 1996
New York Life Insurance Company August 1993 - July 1995
Skills
Finishes, Space planning, Furniture, Leadership, Management, Training, Sales, Fashion, Project Planning, Sketching, Textiles, Project Management, Budgets, Customer Service, Concept Design, Interior Design, Finish, Residential Design, Visual Merchandising, Retail, Merchandising, Product Development, Furnishings, Inventory Management
Education
LaGuardia Community College 2002 — 2004
Associates, Interior Design
Wake Technical Community College 1995 — 1997
Associates, Emergency Medicine
Grange Furniture, Inc. March 2015 - Present
Lillian August Designs, Inc April 2014 - January 2015
Arhaus Furniture October 2013 - April 2014
Pier 1 Imports June 2010 - September 2013
Waterworks June 2007 - December 2009
Restoration Hardware June 2002 - May 2007
U.S. Coast Guard April 1998 - May 2002
New York Life Insurance Company December 1996 - March 1998
UPS July 1995 - December 1996
New York Life Insurance Company August 1993 - July 1995
Skills
Finishes, Space planning, Furniture, Leadership, Management, Training, Sales, Fashion, Project Planning, Sketching, Textiles, Project Management, Budgets, Customer Service, Concept Design, Interior Design, Finish, Residential Design, Visual Merchandising, Retail, Merchandising, Product Development, Furnishings, Inventory Management
Education
LaGuardia Community College 2002 — 2004
Associates, Interior Design
Wake Technical Community College 1995 — 1997
Associates, Emergency Medicine
William Tierce M.B.A.'s New York Life Insurance Company Experience January 2010 - April 2011
Job Team oriented analyst focused on stakeholder value and bottom line improvement.
Industry Logistics and Supply Chain
Experience
TMX Finance May 2015 - Present
Your Crescendo December 2014 - August 2015
Shaw Industries April 2013 - August 2014
TMX Finance September 2010 - March 2013
New York Life Insurance Company January 2010 - April 2011
R.B. Paris, Attorney at Law April 2007 - August 2009
Skills
Sales, Customer Service, Financial Analysis, Financial Services, Strategic Planning, Microsoft Excel, Microsoft Office, Income Statement, Team Building, Profit, Operations Management, Outlook, Forecasting, Business Analysis, PowerPoint, Access, Microsoft Word, Public Speaking, Analysis, Management, Recruiting, Cold Calling, Insurance, Inventory Management, Customer Satisfaction, Account Management, Leadership, Sales Management, Process Improvement
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2010
MBA, Management
Dalton State College 2007 — 2009
BBA, Management
TMX Finance May 2015 - Present
Your Crescendo December 2014 - August 2015
Shaw Industries April 2013 - August 2014
TMX Finance September 2010 - March 2013
New York Life Insurance Company January 2010 - April 2011
R.B. Paris, Attorney at Law April 2007 - August 2009
Skills
Sales, Customer Service, Financial Analysis, Financial Services, Strategic Planning, Microsoft Excel, Microsoft Office, Income Statement, Team Building, Profit, Operations Management, Outlook, Forecasting, Business Analysis, PowerPoint, Access, Microsoft Word, Public Speaking, Analysis, Management, Recruiting, Cold Calling, Insurance, Inventory Management, Customer Satisfaction, Account Management, Leadership, Sales Management, Process Improvement
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2010
MBA, Management
Dalton State College 2007 — 2009
BBA, Management
Christine Parcher's New York Life Insurance Company Experience September 2009 - April 2010
Job American University Graduate | School of International Svc. | International Economic Relations M.A. | Finance
Industry International Trade and Development
Experience
U.S. Department of State September 2011 - December 2011
New York Life Insurance Company September 2009 - April 2010
The Institute for Public Policy and Economic Development January 2009 - May 2009
Skills
International Relations, Financial Analysis, Program Development, Entrepreneurship, Spanish, International Trade, Investments, Economics, Finance, Qualitative Research, Policy, Public Speaking, International Business, Research
Education
American University School of International Service 2010 — 2012
MA, International Economic Relations
King's College 2006 — 2009
BS, International Business, Spanish
U.S. Department of State September 2011 - December 2011
New York Life Insurance Company September 2009 - April 2010
The Institute for Public Policy and Economic Development January 2009 - May 2009
Skills
International Relations, Financial Analysis, Program Development, Entrepreneurship, Spanish, International Trade, Investments, Economics, Finance, Qualitative Research, Policy, Public Speaking, International Business, Research
Education
American University School of International Service 2010 — 2012
MA, International Economic Relations
King's College 2006 — 2009
BS, International Business, Spanish
bernadette hoban's New York Life Insurance Company Experience October 2010 - Present
Job CVP at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
New York Life Investments April 2008 - Present
Skills
Product Management
Education
Kingsborough Community College
New York Life Insurance Company October 2010 - Present
New York Life Investments April 2008 - Present
Skills
Product Management
Education
Kingsborough Community College
Danita Mitchell's New York Life Insurance Company Experience June 2009 - April 2010
Job Healthcare
Industry Hospital & Health Care
Experience
New York Life Insurance Company June 2009 - April 2010
Lehman Brothers Bank October 1992 - September 2006
Education
LaGuardia Community College
Human Services
New York Life Insurance Company June 2009 - April 2010
Lehman Brothers Bank October 1992 - September 2006
Education
LaGuardia Community College
Human Services
Rebecca Herr's New York Life Insurance Company Experience June 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company July 2010 - June 2015
National Association of Insurance Commissioners June 2010 - July 2010
Public Financial Management June 2007 - May 2010
Skills
Financial Modeling, Leadership, Strategic Planning, Financial Analysis, Analysis, Policy
Education
Lafayette College 2003 — 2007
BA, Mathematics and Economics
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company July 2010 - June 2015
National Association of Insurance Commissioners June 2010 - July 2010
Public Financial Management June 2007 - May 2010
Skills
Financial Modeling, Leadership, Strategic Planning, Financial Analysis, Analysis, Policy
Education
Lafayette College 2003 — 2007
BA, Mathematics and Economics
Paul Opilla's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Automotive
Experience
New York Life Insurance Company June 2015 - Present
Car Pros Burien Nissan February 2014 - November 2014
Norm Reeves Acura Of Mission viejo April 2008 - December 2012
Ford Of Kirkland December 2007 - March 2008
Renton Chrysler, Jeep, Dodge July 2005 - June 2007
Lexus of Mission Viejo September 2001 - June 2004
Mangione Motors April 2000 - September 2001
Honda Santa Ana January 1997 - April 2000
Ken Garff Automotive Group September 1995 - December 1996
Midddlekauff Lincoln-Mercury November 1991 - August 1995
Skills
Automotive, New Business Development, Negotiation, Sales, Account Management, Vehicles, Customer Service, Sales Process, Automobile, Product Development, B2B, Key Account Management, Sales Management, Customer Satisfaction, Profit, CRM, Customer Retention
Education
US Army Aviation School 1978 — 1979
Aviator Wings, Rotory Wing Avaitor
La Salle University 1970 — 1974
BA, Geology/Earth Science, Minor in Military Science
New York Life Insurance Company June 2015 - Present
Car Pros Burien Nissan February 2014 - November 2014
Norm Reeves Acura Of Mission viejo April 2008 - December 2012
Ford Of Kirkland December 2007 - March 2008
Renton Chrysler, Jeep, Dodge July 2005 - June 2007
Lexus of Mission Viejo September 2001 - June 2004
Mangione Motors April 2000 - September 2001
Honda Santa Ana January 1997 - April 2000
Ken Garff Automotive Group September 1995 - December 1996
Midddlekauff Lincoln-Mercury November 1991 - August 1995
Skills
Automotive, New Business Development, Negotiation, Sales, Account Management, Vehicles, Customer Service, Sales Process, Automobile, Product Development, B2B, Key Account Management, Sales Management, Customer Satisfaction, Profit, CRM, Customer Retention
Education
US Army Aviation School 1978 — 1979
Aviator Wings, Rotory Wing Avaitor
La Salle University 1970 — 1974
BA, Geology/Earth Science, Minor in Military Science
Tsuneko Nakatani, CPA, MBA's New York Life Insurance Company Experience August 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
R. E. Lee International, LLC May 2011 - August 2012
St.John's Episcopal Church 2003 - 2011
Washington State Department of Printing March 2007 - January 2010
Bacon & Olsen 2007 - 2007
Union Bank 1995 - 2002
Mizuho Corporate Bank (Fuji Bank San Francisco Agency then) March 1992 - March 1995
Skills
Auunity Sales, Insurance, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Retirement, Life Insurance, Financial Services, IRAs, Retirement Planning
Education
Kobe University
BS, Bus Admin- Commercial Science
San Francisco State University
MSBA, Finance, International Business, Marketing
New York Life Insurance Company August 2012 - Present
R. E. Lee International, LLC May 2011 - August 2012
St.John's Episcopal Church 2003 - 2011
Washington State Department of Printing March 2007 - January 2010
Bacon & Olsen 2007 - 2007
Union Bank 1995 - 2002
Mizuho Corporate Bank (Fuji Bank San Francisco Agency then) March 1992 - March 1995
Skills
Auunity Sales, Insurance, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Retirement, Life Insurance, Financial Services, IRAs, Retirement Planning
Education
Kobe University
BS, Bus Admin- Commercial Science
San Francisco State University
MSBA, Finance, International Business, Marketing
Jelyn Perdomo's New York Life Insurance Company Experience April 2015 - Present
Job New York Life Agent protecting families, business owners, and their assets to continue their lifestyles into retirement.
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Ashley Furniture Industries October 2014 - Present
USCCB Communications, Washington, D.C. December 2010 - September 2014
Market Development Group, Washington, D.C. December 1999 - July 2010
Skills
Advertising, Marketing, Marketing Management, Email Marketing, Publications, Marketing Strategy, Database Marketing, Variable Data Printing, Editing, Direct Mail, Multi-channel Marketing
Education
King's College 1981 — 1985
Bachelor's in Science, Marketing
King's College
Marketing, Marketing
New York Life Insurance Company April 2015 - Present
Ashley Furniture Industries October 2014 - Present
USCCB Communications, Washington, D.C. December 2010 - September 2014
Market Development Group, Washington, D.C. December 1999 - July 2010
Skills
Advertising, Marketing, Marketing Management, Email Marketing, Publications, Marketing Strategy, Database Marketing, Variable Data Printing, Editing, Direct Mail, Multi-channel Marketing
Education
King's College 1981 — 1985
Bachelor's in Science, Marketing
King's College
Marketing, Marketing
Romy M. VonStarr's New York Life Insurance Company Experience February 2002 - May 2010
Job Administrative Assistant
Industry Legal Services
Experience
New York Life Insurance Company February 2002 - May 2010
Best Western Westwood Pacific Hotel May 2004 - September 2005
Education
Inter Coast College 2002 — 2003
Parlegal
Lake Washington Technical College 1999 — 2000
Hotel Service and Operations
New York Life Insurance Company February 2002 - May 2010
Best Western Westwood Pacific Hotel May 2004 - September 2005
Education
Inter Coast College 2002 — 2003
Parlegal
Lake Washington Technical College 1999 — 2000
Hotel Service and Operations
Jeff Stemler's New York Life Insurance Company Experience April 1992 - April 1998
Job EVP Sales at Asset Marketing Systems
Industry Financial Services
Experience
Asset Marketing Systems May 2002 - Present
Sagemark Consulting May 1998 - May 2002
New York Life Insurance Company April 1992 - April 1998
Capital Analysts April 1982 - May 1992
Herzak, Single and Stemler January 1970 - April 1982
Skills
Insurance, Financial Services, Direct Marketing, Strategic Financial..., Marketing, Investments, Competitive Analysis, Strategy, Securities, Sales, Business Development, Strategic Partnerships, Forecasting, Lead Generation
Education
Kent State University 1967 — 1969
Bachelor of Business Administration (BBA), Marketing
Asset Marketing Systems May 2002 - Present
Sagemark Consulting May 1998 - May 2002
New York Life Insurance Company April 1992 - April 1998
Capital Analysts April 1982 - May 1992
Herzak, Single and Stemler January 1970 - April 1982
Skills
Insurance, Financial Services, Direct Marketing, Strategic Financial..., Marketing, Investments, Competitive Analysis, Strategy, Securities, Sales, Business Development, Strategic Partnerships, Forecasting, Lead Generation
Education
Kent State University 1967 — 1969
Bachelor of Business Administration (BBA), Marketing
Manuel Santiago III's New York Life Insurance Company Experience December 2009 - Present
Job Insurance Professional New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2009 - Present
Skills
Investments, Life Insurance, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, IRAs, Strategic Financial..., Securities, Term Life Insurance, Portfolio Management, Series 6, Investment Strategies
Education
La Salle University 2006 — 2009
Bachelor's degree, Accounting and Marketing
New York Life Insurance Company December 2009 - Present
Skills
Investments, Life Insurance, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, IRAs, Strategic Financial..., Securities, Term Life Insurance, Portfolio Management, Series 6, Investment Strategies
Education
La Salle University 2006 — 2009
Bachelor's degree, Accounting and Marketing
Moudupe Aquai's New York Life Insurance Company Experience April 2003 - February 2008
Job Bus Operations at Regional Transportation District
Industry Financial Services
Experience
Regional Transportation District May 2012 - Present
Transamerica August 2010 - April 2012
Gap Inc./Banana Republic May 2009 - May 2011
JPMorgan Chase February 2008 - June 2008
New York Life Insurance Company April 2003 - February 2008
Astoria Federal Savings May 2002 - May 2003
Skills
Microsoft Office, Internet, Financial Services, Retail Banking, Retail Sales, Transportation
Education
Kingston University 2000 — 2000
Biology
Lincoln University 1996 — 2000
BS, Biology
Regional Transportation District May 2012 - Present
Transamerica August 2010 - April 2012
Gap Inc./Banana Republic May 2009 - May 2011
JPMorgan Chase February 2008 - June 2008
New York Life Insurance Company April 2003 - February 2008
Astoria Federal Savings May 2002 - May 2003
Skills
Microsoft Office, Internet, Financial Services, Retail Banking, Retail Sales, Transportation
Education
Kingston University 2000 — 2000
Biology
Lincoln University 1996 — 2000
BS, Biology
Paul Kerns's New York Life Insurance Company Experience February 2008 - July 2008
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
Old Navy July 2008 - Present
New York Life Insurance Company February 2008 - July 2008
CLEMENS FAMILY MARKETS January 2001 - January 2006
Education
Saint Joseph's University 2008 — 2010
Post Baccalaureate, Accounting
Saint Joseph's University
BS, Business Administration; Finance
La Salle University 2003 — 2004
Old Navy July 2008 - Present
New York Life Insurance Company February 2008 - July 2008
CLEMENS FAMILY MARKETS January 2001 - January 2006
Education
Saint Joseph's University 2008 — 2010
Post Baccalaureate, Accounting
Saint Joseph's University
BS, Business Administration; Finance
La Salle University 2003 — 2004
Jack D. Shaffer's New York Life Insurance Company Experience Financial Operations SpecialistPaine WebberNovember 1997 - February 2002
Job Passionate Financial Services Professional helping Families in the five boroughs.
Industry Financial Services
Experience
New York Life Insurance Company Financial Operations SpecialistPaine WebberNovember 1997 - February 2002
John Hancock Life Insurance Company (U.S.A.) January 1993 - November 1997
Skills
Life Insurance, Insurance, Retirement, Retirement Planning, Tax
Education
Kingsborough Community College 1977 — 1980
Associate's degree, Music Theory and Composition
New York Life Insurance Company Financial Operations SpecialistPaine WebberNovember 1997 - February 2002
John Hancock Life Insurance Company (U.S.A.) January 1993 - November 1997
Skills
Life Insurance, Insurance, Retirement, Retirement Planning, Tax
Education
Kingsborough Community College 1977 — 1980
Associate's degree, Music Theory and Composition
Richard Mark Luksic's New York Life Insurance Company Experience August 2012 - November 2012
Job agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - November 2012
New York Life Insurance Company 2012 - 2012
Education
King's College 1982 — 1986
Bachelor of Arts (B.A.), Economics, 3.0
New York Life Insurance Company August 2012 - November 2012
New York Life Insurance Company 2012 - 2012
Education
King's College 1982 — 1986
Bachelor of Arts (B.A.), Economics, 3.0
Patrick Kerwin, CFP®'s New York Life Insurance Company Experience May 2004 - June 2005
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2005 - Present
New York Life Insurance Company May 2004 - June 2005
Skills
Certified Financial..., Wealth Management, Estate Planning, Insurance Planning, Personal Trust...
Education
La Salle University 2000 — 2004
Bachelor of Science (B.S.), Finance
Vanguard June 2005 - Present
New York Life Insurance Company May 2004 - June 2005
Skills
Certified Financial..., Wealth Management, Estate Planning, Insurance Planning, Personal Trust...
Education
La Salle University 2000 — 2004
Bachelor of Science (B.S.), Finance