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
Mark Ronzoni Mark Ronzoni's New York Life Insurance Company Experience January 2005 - December 2008
Job Seeking New Opportunities
Industry Health, Wellness and Fitness
Experience
Citi September 2013 - December 2014
Ronzoni Fitness January 2005 - September 2013
New York Life Insurance Company January 2005 - December 2008
Prudential Financial June 1999 - December 2002
Citibank September 1994 - May 1999
Skills
Fitness, Fitness Training, Personal Training, Nutrition, Wellness, Coaching, Entrepreneurship, Corporations, Event Planning, Healthcare, Public Speaking, Personal Development, Small Business, Social Networking, Training, Sales, Insurance, Customer Service
Education
LIU Post
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Citi September 2013 - December 2014
Ronzoni Fitness January 2005 - September 2013
New York Life Insurance Company January 2005 - December 2008
Prudential Financial June 1999 - December 2002
Citibank September 1994 - May 1999
Skills
Fitness, Fitness Training, Personal Training, Nutrition, Wellness, Coaching, Entrepreneurship, Corporations, Event Planning, Healthcare, Public Speaking, Personal Development, Small Business, Social Networking, Training, Sales, Insurance, Customer Service
Education
LIU Post
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Adan Moreno Adan Moreno's New York Life Insurance Company Experience 2012 - 2014
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC October 2014 - Present
New York Life Insurance Company 2012 - 2014
Quality Naturally Foods December 2009 - January 2010
Los Alamitos Holistic Medical Center June 2004 - January 2007
Sidel (Subsidiary of Tetra Laval) January 2005 - January 2006
Skills
Securities License, Wealth Accumulation..., Tax Free Income, Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Life & Health Insurance..., Finance, Fixed Annuities, Financial Advisory, Retirement, Financial Services, Marketing, Spanish, Securities, Accounting, Research, Sales, Leadership, Investments, Customer Service, Financial Modeling, Public Speaking, Analysis
Education
Loyola Marymount University 2008 — 2012
Bachelor's degree, Spanish and Economics
Loyola Marymount University 2008 — 2012
Bachelor of Arts, Spanish, Economics
Loyola Marymount University 2008 — 2012
Bachelor's degree, Economics
Cantwell
Eagle Strategies, LLC October 2014 - Present
New York Life Insurance Company 2012 - 2014
Quality Naturally Foods December 2009 - January 2010
Los Alamitos Holistic Medical Center June 2004 - January 2007
Sidel (Subsidiary of Tetra Laval) January 2005 - January 2006
Skills
Securities License, Wealth Accumulation..., Tax Free Income, Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Life & Health Insurance..., Finance, Fixed Annuities, Financial Advisory, Retirement, Financial Services, Marketing, Spanish, Securities, Accounting, Research, Sales, Leadership, Investments, Customer Service, Financial Modeling, Public Speaking, Analysis
Education
Loyola Marymount University 2008 — 2012
Bachelor's degree, Spanish and Economics
Loyola Marymount University 2008 — 2012
Bachelor of Arts, Spanish, Economics
Loyola Marymount University 2008 — 2012
Bachelor's degree, Economics
Cantwell
John C Jackson, III CFP®, CLU, ChFC, MSFS, CLF John C Jackson, III CFP®, CLU, ChFC, MSFS, CLF's New York Life Insurance Company Experience December 2000 - Present
Job Sr Director of Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2000 - Present
NYLIFE Securities LLC April 1994 - December 2000
Switchboats, Inc. June 1977 - April 1994
Skills
Financial Services, Strategic Planning, Business Development, Coaching, Communication, Curriculum Development, CRM, Events Coordination, Event Marketing Strategy, Instructor-led Training, Insurance, Job Coaching, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Social Media Marketing, Strategy, Team Building, Team Leadership, Time Management, Training Delivery, 401k Rollovers, Asset Protection, CLU, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Succession Planning, Wealth Preservation...
Education
The American College 1994 — 2011
Master of Science (MS), Fianancial Services
Texas A&M University 1979 — 1981
Bachelor of Business Administration (BBA), Management
Louisiana State University 1977 — 1979
Episcopal High School- Baton Rouge, LA 1970 — 1977
New York Life Insurance Company December 2000 - Present
NYLIFE Securities LLC April 1994 - December 2000
Switchboats, Inc. June 1977 - April 1994
Skills
Financial Services, Strategic Planning, Business Development, Coaching, Communication, Curriculum Development, CRM, Events Coordination, Event Marketing Strategy, Instructor-led Training, Insurance, Job Coaching, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Social Media Marketing, Strategy, Team Building, Team Leadership, Time Management, Training Delivery, 401k Rollovers, Asset Protection, CLU, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Succession Planning, Wealth Preservation...
Education
The American College 1994 — 2011
Master of Science (MS), Fianancial Services
Texas A&M University 1979 — 1981
Bachelor of Business Administration (BBA), Management
Louisiana State University 1977 — 1979
Episcopal High School- Baton Rouge, LA 1970 — 1977
Jarrett Poydras Jarrett Poydras's New York Life Insurance Company Experience June 2010 - June 2014
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors July 2014 - Present
New York Life Insurance Company June 2010 - June 2014
Skills
Small Business, Finance, Customer Service, Life Insurance, Retirement Planning, College Funding..., 401k Rollovers, IRAs, Pension Maximization, Wealth Accumulation..., Wealth Preservation..., Disability Income..., Asset Protection, Asset Allocation, Cash Flow Anaysis
Education
University of San Francisco 2001 — 2003
Bachelor of Science (BS), Organizational Behavior
Louisiana State University 1985 — 1987
su lab
su lab
Pacific Advisors July 2014 - Present
New York Life Insurance Company June 2010 - June 2014
Skills
Small Business, Finance, Customer Service, Life Insurance, Retirement Planning, College Funding..., 401k Rollovers, IRAs, Pension Maximization, Wealth Accumulation..., Wealth Preservation..., Disability Income..., Asset Protection, Asset Allocation, Cash Flow Anaysis
Education
University of San Francisco 2001 — 2003
Bachelor of Science (BS), Organizational Behavior
Louisiana State University 1985 — 1987
su lab
su lab
Joseph S. Sing Bonin, CLU, ChFC Joseph S. Sing Bonin, CLU, ChFC's New York Life Insurance Company Experience September 1966 - Present
Job Dedicated Licensed Agent with New York Life helping families retire on their own terms for over 48 years
Industry Financial Services
Experience
New York Life Insurance Company September 1966 - Present
Crawford Corporation May 1958 - March 1966
Education
LSU 1954 — 1958
Bachelor's degree, Accounting and Finance
New York Life Insurance Company September 1966 - Present
Crawford Corporation May 1958 - March 1966
Education
LSU 1954 — 1958
Bachelor's degree, Accounting and Finance
Kenneth Krogstad's New York Life Insurance Company Experience 2013 - 2014
Job Insurance Agent
Industry Insurance
Experience
New York Life Insurance Company 2013 - 2014
Kleinpeter Dairy 2010 - 2011
Skills
Commercial Insurance, Insurance, General Insurance, Brokers, Liability, Fixed Annuities, Property & Casualty..., Term Life Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Retirement Planning, IRAs, Long-term Care, Universal Life
Education
Louisiana State University
Bachelor's Degree, Agricultural Economics
Baton Rouge Community College
Associate's Degree, Business Technology of Applied Science
New York Life Insurance Company 2013 - 2014
Kleinpeter Dairy 2010 - 2011
Skills
Commercial Insurance, Insurance, General Insurance, Brokers, Liability, Fixed Annuities, Property & Casualty..., Term Life Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Retirement Planning, IRAs, Long-term Care, Universal Life
Education
Louisiana State University
Bachelor's Degree, Agricultural Economics
Baton Rouge Community College
Associate's Degree, Business Technology of Applied Science
Brett Stoltz's New York Life Insurance Company Experience October 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
US Health Group 2014 - 2015
New York Life Insurance Company July 2012 - October 2013
Edison Learning, Inc August 2010 - June 2012
St. tammmany school board 2002 - 2009
Rebowe & Company, CPAs 1992 - 2002
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing, Recruiting, Training, Insurance, Interviews, Business Planning, Leadership, Finance, Financial Services, Hiring, Public Speaking, Team Building, Marketing, Financial Planning, Management, Sales
Education
Louisiana State University 1990 — 1992
Accounting
Louisiana State University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Mandeville High School 1977 — 1981
HS Diploma, General Studies
New York Life Insurance Company October 2013 - Present
US Health Group 2014 - 2015
New York Life Insurance Company July 2012 - October 2013
Edison Learning, Inc August 2010 - June 2012
St. tammmany school board 2002 - 2009
Rebowe & Company, CPAs 1992 - 2002
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing, Recruiting, Training, Insurance, Interviews, Business Planning, Leadership, Finance, Financial Services, Hiring, Public Speaking, Team Building, Marketing, Financial Planning, Management, Sales
Education
Louisiana State University 1990 — 1992
Accounting
Louisiana State University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Mandeville High School 1977 — 1981
HS Diploma, General Studies
Sean Silvio Sean Silvio's New York Life Insurance Company Experience October 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company October 2014 - Present
Vector Marketing May 2013 - August 2014
Vector Marketing August 2009 - May 2013
Skills
Marketing, Customer Service, Sales, Management, Marketing Strategy, New Business Development, Advertising, Social Media, Microsoft Office, Sales Management, Social Media Marketing, Online Advertising, Strategic Planning, Marketing Communications, Project Management, Value Investing, Financial Planning, Financial Services, Life Insurance, Whole Life, College Savings Plans, College Education..., Investments
Education
LIU Post
Finance, General
Oceanside High School
Oceanside High School
New York Life Insurance Company October 2014 - Present
Vector Marketing May 2013 - August 2014
Vector Marketing August 2009 - May 2013
Skills
Marketing, Customer Service, Sales, Management, Marketing Strategy, New Business Development, Advertising, Social Media, Microsoft Office, Sales Management, Social Media Marketing, Online Advertising, Strategic Planning, Marketing Communications, Project Management, Value Investing, Financial Planning, Financial Services, Life Insurance, Whole Life, College Savings Plans, College Education..., Investments
Education
LIU Post
Finance, General
Oceanside High School
Oceanside High School
Nikesh Parikh Nikesh Parikh's New York Life Insurance Company Experience September 2007 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC September 2007 - Present
New York Life Insurance Company September 2007 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Investments, Portfolio Management, Insurance, Life Insurance, Mutual Funds, Asset Allocation, Investment Advisory, Asset Protection, Wealth Transfer..., Buy-sell Agreements, Strategic Planning, Whole Life Insurance, Succession Planning
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
J.D.
University of Southern California 2001 — 2003
BS, Business Administration- Finance
Canyon High 1996 — 2000
Eagle Strategies, LLC September 2007 - Present
New York Life Insurance Company September 2007 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Investments, Portfolio Management, Insurance, Life Insurance, Mutual Funds, Asset Allocation, Investment Advisory, Asset Protection, Wealth Transfer..., Buy-sell Agreements, Strategic Planning, Whole Life Insurance, Succession Planning
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
J.D.
University of Southern California 2001 — 2003
BS, Business Administration- Finance
Canyon High 1996 — 2000
Sherell Jefferson's New York Life Insurance Company Experience October 2010 - October 2012
Job Regions Bank Branch Manager, Small Business Banker
Industry Banking
Experience
Regions Financial Corporation October 2012 - Present
New York Life Insurance Company October 2010 - October 2012
Skills
Financial Management, Asset Protection, Motivational/ Financial..., Strategic Financial..., Fixed Annuities, IRAs, Leadership, Retirement Planning, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Wealth, Finance, Roth IRA, Life Insurance, Public Speaking, Team Building, Management, Sales, Access, Customer Service, Employee Benefits, Event Planning, Financial Advisory, Financial Analysis, Financial Planning, Investments, Managerial Finance, Wealth Management
Education
Louisiana Tech University 2007 — 2010
Bachelors of Science, Finance
Regions Financial Corporation October 2012 - Present
New York Life Insurance Company October 2010 - October 2012
Skills
Financial Management, Asset Protection, Motivational/ Financial..., Strategic Financial..., Fixed Annuities, IRAs, Leadership, Retirement Planning, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Wealth, Finance, Roth IRA, Life Insurance, Public Speaking, Team Building, Management, Sales, Access, Customer Service, Employee Benefits, Event Planning, Financial Advisory, Financial Analysis, Financial Planning, Investments, Managerial Finance, Wealth Management
Education
Louisiana Tech University 2007 — 2010
Bachelors of Science, Finance
Mark Spence's New York Life Insurance Company Experience August 2009 - November 2010
Job Managing Director at Spence Strategies Group
Industry Financial Services
Experience
Spence Strategies Group November 2010 - Present
Forest Hills Financial Group July 2013 - April 2014
MassMutual Financial Group November 2010 - January 2013
New York Life Insurance Company August 2009 - November 2010
Skills
Finance, Retirement Planning, Retirement, Investments, Insurance, Wealth Management, Management, Mutual Funds, Portfolio Management, Securities, Pensions, Employee Benefits, Financial Planning, Financial Services, Series 7, Public Speaking, Public Policy, Qualified Retirement..., Estate Planning
Education
LIU Post 2008 — 2009
Bachelor's degree, International Business
State University of New York Maritime College 2004 — 2006
International Trade and Transport
Spence Strategies Group November 2010 - Present
Forest Hills Financial Group July 2013 - April 2014
MassMutual Financial Group November 2010 - January 2013
New York Life Insurance Company August 2009 - November 2010
Skills
Finance, Retirement Planning, Retirement, Investments, Insurance, Wealth Management, Management, Mutual Funds, Portfolio Management, Securities, Pensions, Employee Benefits, Financial Planning, Financial Services, Series 7, Public Speaking, Public Policy, Qualified Retirement..., Estate Planning
Education
LIU Post 2008 — 2009
Bachelor's degree, International Business
State University of New York Maritime College 2004 — 2006
International Trade and Transport
Matthew Makowski, RIAR, CRPC®'s New York Life Insurance Company Experience January 2012 - July 2014
Job Wealth Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
New York Life Insurance Company January 2012 - July 2014
SGC Financial / Securian July 2008 - January 2012
Space Concept and Design Inc. January 2002 - June 2011
Ameriprise Financial Services, Inc. October 2003 - June 2008
The IPM Group June 2001 - September 2003
Education
Loyola Marymount University 1996 — 2000
English, International Business
Crespi 1991 — 1996
TIAA-CREF August 2014 - Present
New York Life Insurance Company January 2012 - July 2014
SGC Financial / Securian July 2008 - January 2012
Space Concept and Design Inc. January 2002 - June 2011
Ameriprise Financial Services, Inc. October 2003 - June 2008
The IPM Group June 2001 - September 2003
Education
Loyola Marymount University 1996 — 2000
English, International Business
Crespi 1991 — 1996
Piyush R Shah Piyush R Shah's New York Life Insurance Company Experience May 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2013 - Present
SatyaNarayana Co. S N C December 2009 - June 2013
Overrseas Connection Inc. October 2000 - December 2009
Bank of America 1987 - 1988
Skills
Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Retirement Planning, Small Business
Education
Los Angeles City College 1987 — 1987
Payroll Accounting, PAYROLL
Learning Tree University 1986 — 1986
Introduction to the IBM PC and Business Application, Computer and Information Sciences and Support Services
Sardar Patel University, Vallabh Vidyanagar 1977 — 1981
B.S., Accounting, Audit and Finance
Sarvoday High School 1970 — 1977
HSC
New York Life Insurance Company May 2013 - Present
SatyaNarayana Co. S N C December 2009 - June 2013
Overrseas Connection Inc. October 2000 - December 2009
Bank of America 1987 - 1988
Skills
Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Retirement Planning, Small Business
Education
Los Angeles City College 1987 — 1987
Payroll Accounting, PAYROLL
Learning Tree University 1986 — 1986
Introduction to the IBM PC and Business Application, Computer and Information Sciences and Support Services
Sardar Patel University, Vallabh Vidyanagar 1977 — 1981
B.S., Accounting, Audit and Finance
Sarvoday High School 1970 — 1977
HSC
Enedino Espinoza Enedino Espinoza's New York Life Insurance Company Experience May 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Skills
Licensed Life Insurance..., Insurance, Annuity Sales, Long Term Care Insurance, 401k Rollovers, Microsoft Office, Customer Service
Education
Los Angeles Harbor College 1982 — 1984
Associate's degree, Criminal Justice/Police Science
New York Life Insurance Company May 2012 - Present
Skills
Licensed Life Insurance..., Insurance, Annuity Sales, Long Term Care Insurance, 401k Rollovers, Microsoft Office, Customer Service
Education
Los Angeles Harbor College 1982 — 1984
Associate's degree, Criminal Justice/Police Science
Jessica Sipes Jessica Sipes's New York Life Insurance Company Experience January 2013 - February 2013
Job Administrative Assistant at JW Industries
Industry Management Consulting
Experience
JW Industries February 2013 - Present
New York Life Insurance Company January 2013 - February 2013
The Shamrock Companies May 2009 - March 2011
Skills
Planning, Project Coordination, Customer Service, Communication Skills, Close Attention to..., Organization
Education
Lorain County Joint Vocational School District 2008 — 2010
Licensed Cosmetologist, Cosmetology/Cosmetologist, General
Wellington High School
JW Industries February 2013 - Present
New York Life Insurance Company January 2013 - February 2013
The Shamrock Companies May 2009 - March 2011
Skills
Planning, Project Coordination, Customer Service, Communication Skills, Close Attention to..., Organization
Education
Lorain County Joint Vocational School District 2008 — 2010
Licensed Cosmetologist, Cosmetology/Cosmetologist, General
Wellington High School
Kyle R. Beerbohm's New York Life Insurance Company Experience April 2010 - February 2015
Job Adviser at Aubert Insurance Agency
Industry Financial Services
Experience
Aubert Insurance Agency January 2015 - Present
Champion Financial Group July 2013 - February 2015
New York Life Insurance Company April 2010 - February 2015
Skills
Estate Planning, Long Term Care Insurance, Analysis, Retirement Planning, Finance, Retirement, Long-term Care, Insurance, Investments, Life Insurance, Marketing, Fixed Annuities, Securities, Customer Service, Term Life Insurance, Disability Insurance, Sales, Accounting, Tax, IRAs, Small Business, Mutual Funds, Time Management, Strategic Planning, Team Building, Strategic Financial..., Public Speaking, Sales Management, Series 7
Education
Louisiana State University 2006 — 2009
Bachelor of Science (B.S.), Kinesiology
Aubert Insurance Agency January 2015 - Present
Champion Financial Group July 2013 - February 2015
New York Life Insurance Company April 2010 - February 2015
Skills
Estate Planning, Long Term Care Insurance, Analysis, Retirement Planning, Finance, Retirement, Long-term Care, Insurance, Investments, Life Insurance, Marketing, Fixed Annuities, Securities, Customer Service, Term Life Insurance, Disability Insurance, Sales, Accounting, Tax, IRAs, Small Business, Mutual Funds, Time Management, Strategic Planning, Team Building, Strategic Financial..., Public Speaking, Sales Management, Series 7
Education
Louisiana State University 2006 — 2009
Bachelor of Science (B.S.), Kinesiology
Mark Marquez's New York Life Insurance Company Experience July 2014 - March 2015
Job SDR at CareerArc | Providing HR leaders with a tech solution for Social Recruiting and Employment Branding
Industry Computer Software
Experience
CareerArc September 2015 - Present
State Farm Insurance and Financial Services April 2015 - September 2015
Lyft March 2015 - July 2015
New York Life Insurance Company July 2014 - March 2015
Visual Perception and Neuroimaging Lab September 2012 - June 2014
Anteater Recreation Center October 2011 - June 2014
ASUCI Associated Students of UC Irvine September 2011 - June 2012
Skills
Leadership, Teamwork, Sales, Social Media, Marketing, Research, Public Speaking, Communication, Time Management, Business Development, Team Building, Networking, Project Management, Recruiting, Entrepreneurship, Event Management, Cognitive Neuroscience, Coaching, Fitness Training, Neuroimaging, Insurance
Education
University of California, Irvine 2011 — 2014
Bachelor of Science (B.S.), Cognitive Sciences, 3.59
Los Angeles Mission College 2007 — 2011
Associate of Arts (A.A.), Psychology, 3.21
San Fernando High School 2003 — 2007
High School
CareerArc September 2015 - Present
State Farm Insurance and Financial Services April 2015 - September 2015
Lyft March 2015 - July 2015
New York Life Insurance Company July 2014 - March 2015
Visual Perception and Neuroimaging Lab September 2012 - June 2014
Anteater Recreation Center October 2011 - June 2014
ASUCI Associated Students of UC Irvine September 2011 - June 2012
Skills
Leadership, Teamwork, Sales, Social Media, Marketing, Research, Public Speaking, Communication, Time Management, Business Development, Team Building, Networking, Project Management, Recruiting, Entrepreneurship, Event Management, Cognitive Neuroscience, Coaching, Fitness Training, Neuroimaging, Insurance
Education
University of California, Irvine 2011 — 2014
Bachelor of Science (B.S.), Cognitive Sciences, 3.59
Los Angeles Mission College 2007 — 2011
Associate of Arts (A.A.), Psychology, 3.21
San Fernando High School 2003 — 2007
High School
Eleazar Perez Eleazar Perez's New York Life Insurance Company Experience February 2014 - April 2015
Job Financial Services Representative at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments April 2015 - Present
New York Life Insurance Company February 2014 - April 2015
Brillstein Entertainment Partners September 2013 - March 2014
Loyola Marymount University July 2011 - August 2013
Skills
Investments, Building Relationships, Financial Services, Microsoft Excel, Finance, Public Speaking, PowerPoint, Teamwork, Strategic Planning, Investment Strategies, Microsoft Office, Social Networking
Education
Loyola Marymount University 2009 — 2014
Bachelor's Degree, Finance
New York Life & MainStay Investments April 2015 - Present
New York Life Insurance Company February 2014 - April 2015
Brillstein Entertainment Partners September 2013 - March 2014
Loyola Marymount University July 2011 - August 2013
Skills
Investments, Building Relationships, Financial Services, Microsoft Excel, Finance, Public Speaking, PowerPoint, Teamwork, Strategic Planning, Investment Strategies, Microsoft Office, Social Networking
Education
Loyola Marymount University 2009 — 2014
Bachelor's Degree, Finance
B. R. Patel's New York Life Insurance Company Experience March 2012 - Present
Job Financial Services Professional at the NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company March 2012 - Present
SunTrust Banks, Inc. / SunTrust Investment Services, Inc. February 2002 - February 2012
Skills
Estate Planning, Investments, Retirement Planning, Insurance, Retirement, Licensed Life Insurance..., Annuity Sales, Asset Protection, 401k Rollovers, Gifting Strategies, Key Person Protection, Multi-generational..., Multi-generational..., Multitasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Wealth Preservation..., Retail Banking, Branch Management, Branch Banking, Time Management, Legacies, Licensed in Long-Term..., Communication
Education
London South Bank University 1976 — 1979
Higher National Diploma, Building Management
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company March 2012 - Present
SunTrust Banks, Inc. / SunTrust Investment Services, Inc. February 2002 - February 2012
Skills
Estate Planning, Investments, Retirement Planning, Insurance, Retirement, Licensed Life Insurance..., Annuity Sales, Asset Protection, 401k Rollovers, Gifting Strategies, Key Person Protection, Multi-generational..., Multi-generational..., Multitasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Wealth Preservation..., Retail Banking, Branch Management, Branch Banking, Time Management, Legacies, Licensed in Long-Term..., Communication
Education
London South Bank University 1976 — 1979
Higher National Diploma, Building Management
Darlene Winslet's New York Life Insurance Company Experience April 2012 - August 2012
Job Life Enrichment Director of Skilled Nursing at Emeritus at Roslyn
Industry Recreational Facilities and Services
Experience
Brookdale August 2014 - Present
Parker Assisted Living by Morningstar September 2013 - August 2014
bel rea institute of animal technology February 2013 - August 2013
New York Life Insurance Company April 2012 - August 2012
Developmental Pathways 2011 - 2012
Trumpet Behavioral Health 2011 - 2012
CPNJ 2008 - 2010
The Children’s Therapy Center 2007 - 2010
Elks CP Treatment Center High School 2006 - 2007
Sheppard Pratt 2003 - 2004
Skills
Provide information,..., Collaborate with..., Ability to work..., Successful..., Assess client/student..., Supervise staff members, Maintain detailed..., Pet Therapy, Therapists, Special Education, Early Intervention, Curriculum Design, Teaching, Adolescents, Classroom, Early Childhood..., Training, Child Development, Disabilities, Interventions, Staff Development, Applied Behavior..., Developmental..., Autism Spectrum...
Education
Lock Haven University of Pennsylvania 1993 — 1997
Special Education and Therapeutic Recreation, Special Education and Teaching
Brookdale August 2014 - Present
Parker Assisted Living by Morningstar September 2013 - August 2014
bel rea institute of animal technology February 2013 - August 2013
New York Life Insurance Company April 2012 - August 2012
Developmental Pathways 2011 - 2012
Trumpet Behavioral Health 2011 - 2012
CPNJ 2008 - 2010
The Children’s Therapy Center 2007 - 2010
Elks CP Treatment Center High School 2006 - 2007
Sheppard Pratt 2003 - 2004
Skills
Provide information,..., Collaborate with..., Ability to work..., Successful..., Assess client/student..., Supervise staff members, Maintain detailed..., Pet Therapy, Therapists, Special Education, Early Intervention, Curriculum Design, Teaching, Adolescents, Classroom, Early Childhood..., Training, Child Development, Disabilities, Interventions, Staff Development, Applied Behavior..., Developmental..., Autism Spectrum...
Education
Lock Haven University of Pennsylvania 1993 — 1997
Special Education and Therapeutic Recreation, Special Education and Teaching
Janelle Waldvogel's New York Life Insurance Company Experience July 2013 - November 2013
Job Repair Superintendent at Schindler Elevator Corporation (U.S.)
Industry Facilities Services
Experience
Schindler Elevator Corporation (U.S.) June 2014 - Present
New York Life Insurance Company July 2013 - November 2013
Schindler Elevator Corporation (U.S.) January 2013 - June 2013
Schindler Elevator Corporation (U.S.) January 2003 - January 2013
Skills
SAP, Word, Excel, and..., Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, English, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Windows, Negotiation, Public Speaking, Teaching, Financial Reporting, HTML, Banking, Photoshop
Education
Southern New Hampshire University 2012 — 2013
Master of Science, Finance, 3.4
Lourdes College 2007 — 2009
Bachelor's Degree, Marketing
Schindler Elevator Corporation (U.S.) June 2014 - Present
New York Life Insurance Company July 2013 - November 2013
Schindler Elevator Corporation (U.S.) January 2013 - June 2013
Schindler Elevator Corporation (U.S.) January 2003 - January 2013
Skills
SAP, Word, Excel, and..., Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, English, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Windows, Negotiation, Public Speaking, Teaching, Financial Reporting, HTML, Banking, Photoshop
Education
Southern New Hampshire University 2012 — 2013
Master of Science, Finance, 3.4
Lourdes College 2007 — 2009
Bachelor's Degree, Marketing
Denise S. Wilson's New York Life Insurance Company Experience April 2012 - December 2012
Job Young Professional
Industry Health, Wellness and Fitness
Experience
New York Red Bull Academy August 2013 - Present
World Soccer Organization December 2014 - March 2015
Blink Fitness July 2013 - June 2014
Institute for defense and government advancement January 2013 - May 2013
New York Life Insurance Company April 2012 - December 2012
Sharon's Slammin Bootcamp October 2010 - March 2012
Louisiana Tech University October 2009 - March 2012
JPMorgan Chase October 2009 - October 2010
Louisiana Tech University March 2008 - August 2009
Broward Community College June 2005 - August 2005
Skills
Multitasker, Organizer, Team Motivator, Coaching, Personal Training, Event Management, Financial Planning, Sales, Microsoft Excel, Access, Human Resources, Management, Microsoft Word, Customer Service, Event Planning, Sports, Leadership Development, Microsoft Office, Social Media, Time Management, Public Speaking, Strategic Financial..., Customer Satisfaction, Employee Training, Leadership, Research, PowerPoint, Data Analysis, Critical Thinking, Analysis, Entrepreneurship, Recruiting, Teamwork, Marketing, Training, Team Building, Social Networking, Outlook, Team Leadership
Education
Louisiana Tech University 2009 — 2012
Bachelors of Science, Marketing and Research
Louisiana Tech University 2005 — 2009
Bachelors of Liberal Arts, Sociology
New York Red Bull Academy August 2013 - Present
World Soccer Organization December 2014 - March 2015
Blink Fitness July 2013 - June 2014
Institute for defense and government advancement January 2013 - May 2013
New York Life Insurance Company April 2012 - December 2012
Sharon's Slammin Bootcamp October 2010 - March 2012
Louisiana Tech University October 2009 - March 2012
JPMorgan Chase October 2009 - October 2010
Louisiana Tech University March 2008 - August 2009
Broward Community College June 2005 - August 2005
Skills
Multitasker, Organizer, Team Motivator, Coaching, Personal Training, Event Management, Financial Planning, Sales, Microsoft Excel, Access, Human Resources, Management, Microsoft Word, Customer Service, Event Planning, Sports, Leadership Development, Microsoft Office, Social Media, Time Management, Public Speaking, Strategic Financial..., Customer Satisfaction, Employee Training, Leadership, Research, PowerPoint, Data Analysis, Critical Thinking, Analysis, Entrepreneurship, Recruiting, Teamwork, Marketing, Training, Team Building, Social Networking, Outlook, Team Leadership
Education
Louisiana Tech University 2009 — 2012
Bachelors of Science, Marketing and Research
Louisiana Tech University 2005 — 2009
Bachelors of Liberal Arts, Sociology
Ernestine Kayjue Brown MBA, MSL, Licensed Agent Ernestine Kayjue Brown MBA, MSL, Licensed Agent's New York Life Insurance Company Experience June 2015 - Present
Job Financial Professional with NYLife helping individuals, businesses, families to create sound financial strategies.
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
JPMorgan Chase August 2005 - 2015
Skills
Banking, Customer Service, Management, Project Management, Coaching, Access, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Budgets, Time Management, Team Building, Sales, Training, Change Management, Business Analysis, Risk Management, Teamwork, Data Analysis, Microsoft Office, English, Research, Teaching, Photoshop, Public Speaking, Data Entry, Event Planning, Social Networking, Editing, Marketing, Event Management, Market Research, Leadership Development, Financial Analysis, Life Insurance..., Permanent Life..., Annuity Sales, 401K..., Income Protection, Key..., Business Development,..., Creative Problem..., Strategic Planning,..., Team Motivator,..., Workshop Facilitation,..., Fixed Annuities,..., Retirement Income,..., Personal Finance,...
Education
Grand Canyon University
Master of Business Administration & Master of Science in Organizational Leadership (MBA/MSL), Organizational Leadership, 4.0
Long Island University
Graduate Studies: Master of Business Administration, Computer Science
Long Island University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company June 2015 - Present
JPMorgan Chase August 2005 - 2015
Skills
Banking, Customer Service, Management, Project Management, Coaching, Access, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Budgets, Time Management, Team Building, Sales, Training, Change Management, Business Analysis, Risk Management, Teamwork, Data Analysis, Microsoft Office, English, Research, Teaching, Photoshop, Public Speaking, Data Entry, Event Planning, Social Networking, Editing, Marketing, Event Management, Market Research, Leadership Development, Financial Analysis, Life Insurance..., Permanent Life..., Annuity Sales, 401K..., Income Protection, Key..., Business Development,..., Creative Problem..., Strategic Planning,..., Team Motivator,..., Workshop Facilitation,..., Fixed Annuities,..., Retirement Income,..., Personal Finance,...
Education
Grand Canyon University
Master of Business Administration & Master of Science in Organizational Leadership (MBA/MSL), Organizational Leadership, 4.0
Long Island University
Graduate Studies: Master of Business Administration, Computer Science
Long Island University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Simone Cifuentes Simone Cifuentes's New York Life Insurance Company Experience January 2012 - May 2012
Job Community Outreach Specialist at Center for EcoTechnology
Industry Environmental Services
Experience
Zu, Inc March 2006 - Present
Center for EcoTechnology June 2014 - December 2014
The International High School of New Orleans July 2013 - November 2013
teachNOLA May 2013 - November 2013
City and County of San Francisco September 2012 - February 2013
Alliance for Affordable Energy June 2012 - September 2012
New York Life Insurance Company January 2012 - May 2012
Global Green USA January 2012 - March 2012
Louisiana Bucket Brigade 2012 - 2012
Louisiana Sea Grant Law & Policy Institute August 2009 - April 2011
Skills
Waste Reduction, Environmental Policy, Policy, Green Building, Database Management, Carpentry, Public Speaking, Research, Government..., Zero Waste, Resource Recovery, Recycling Coordination, Environmental Education, Compost, Educational Outreach, Vermicomposting, Recycling, Database Admin, Sustainability, Environmental Issues, Environmental Science, Environmental Awareness
Education
Louisiana State University, Paul M. Hebert Law Center 2008 — 2011
JD, Law
University of California, Berkeley 2001 — 2004
Bachelor of Science, Environmental Economics and Policy
Lincoln High School 1998 — 2001
Zu, Inc March 2006 - Present
Center for EcoTechnology June 2014 - December 2014
The International High School of New Orleans July 2013 - November 2013
teachNOLA May 2013 - November 2013
City and County of San Francisco September 2012 - February 2013
Alliance for Affordable Energy June 2012 - September 2012
New York Life Insurance Company January 2012 - May 2012
Global Green USA January 2012 - March 2012
Louisiana Bucket Brigade 2012 - 2012
Louisiana Sea Grant Law & Policy Institute August 2009 - April 2011
Skills
Waste Reduction, Environmental Policy, Policy, Green Building, Database Management, Carpentry, Public Speaking, Research, Government..., Zero Waste, Resource Recovery, Recycling Coordination, Environmental Education, Compost, Educational Outreach, Vermicomposting, Recycling, Database Admin, Sustainability, Environmental Issues, Environmental Science, Environmental Awareness
Education
Louisiana State University, Paul M. Hebert Law Center 2008 — 2011
JD, Law
University of California, Berkeley 2001 — 2004
Bachelor of Science, Environmental Economics and Policy
Lincoln High School 1998 — 2001
Chris Maggio's New York Life Insurance Company Experience July 2010 - December 2012
Job Sales at Service Steel Warehouse
Industry Mining & Metals
Experience
Service Steel Warehouse January 2013 - Present
New York Life Insurance Company July 2010 - December 2012
Ascension Forward August 2010 - April 2012
Community Coffee March 2009 - June 2010
Skills
Sales Management, Forecasting, Accounting, Purchasing, Sales, Customer Service, Project Management, Analysis, Fixed Annuities, Life Insurance, Sales Operations, Financial Analysis, Retirement Planning, Team Building, Long-term Care, Strategic Planning, Microsoft Excel, Retirement, Contract Negotiation, Insurance, Investments, Microsoft Office, Strategic Financial..., Management
Education
Louisiana State University 2004 — 2008
Bachelor of Science, Agricultural Business, Economics, Finance
Catholic High School 2000 — 2004
Service Steel Warehouse January 2013 - Present
New York Life Insurance Company July 2010 - December 2012
Ascension Forward August 2010 - April 2012
Community Coffee March 2009 - June 2010
Skills
Sales Management, Forecasting, Accounting, Purchasing, Sales, Customer Service, Project Management, Analysis, Fixed Annuities, Life Insurance, Sales Operations, Financial Analysis, Retirement Planning, Team Building, Long-term Care, Strategic Planning, Microsoft Excel, Retirement, Contract Negotiation, Insurance, Investments, Microsoft Office, Strategic Financial..., Management
Education
Louisiana State University 2004 — 2008
Bachelor of Science, Agricultural Business, Economics, Finance
Catholic High School 2000 — 2004
Art Siebert Art Siebert's New York Life Insurance Company Experience December 2012 - February 2013
Job Owner at SJAM LLC
Industry Individual & Family Services
Experience
SJAM LLC August 2014 - Present
SecondCenter Fiduciary December 2012 - Present
Covered California November 2013 - April 2014
New York Life Insurance Company December 2012 - February 2013
Merrill Lynch December 2008 - February 2009
Charles Schwab April 1999 - July 2008
United States Army Reserve 1971 - 1999
Skills
Life, Health, Property..., Financial Services..., Medical/Hospital..., University Teaching, Trusts, Financial Analysis, Public Speaking, Finance, Securities, Nonprofits, Strategic Planning, Investments, Management, Bonds, Leadership, Mutual Funds, Financial Planning, Retirement Planning
Education
California State University, Fullerton 2012 — 2012
Certificate, Professional Fiduciary and Conservator
UC Berkeley 1971 — 1976
Doctor of Philosophy (PhD), Zoology/Animal Biology, Ph.D.
LSU 1968 — 1971
Bachelor of Science (BS), Zoology/Animal Biology
SJAM LLC August 2014 - Present
SecondCenter Fiduciary December 2012 - Present
Covered California November 2013 - April 2014
New York Life Insurance Company December 2012 - February 2013
Merrill Lynch December 2008 - February 2009
Charles Schwab April 1999 - July 2008
United States Army Reserve 1971 - 1999
Skills
Life, Health, Property..., Financial Services..., Medical/Hospital..., University Teaching, Trusts, Financial Analysis, Public Speaking, Finance, Securities, Nonprofits, Strategic Planning, Investments, Management, Bonds, Leadership, Mutual Funds, Financial Planning, Retirement Planning
Education
California State University, Fullerton 2012 — 2012
Certificate, Professional Fiduciary and Conservator
UC Berkeley 1971 — 1976
Doctor of Philosophy (PhD), Zoology/Animal Biology, Ph.D.
LSU 1968 — 1971
Bachelor of Science (BS), Zoology/Animal Biology
Julie Tedesco Julie Tedesco's New York Life Insurance Company Experience January 1988 - August 2006
Job Owner, IStage4U Designs
Industry Design
Experience
IStage4U Designs June 2006 - Present
New York Life Insurance Company January 1988 - August 2006
Bank of America March 1986 - June 1987
Skills
Public Speaking, Real Estate, Home Staging, Furniture, Selling, Customer Service, Microsoft Excel, Editing, Team Leadership, Teaching
Education
The Staging University 2006 — 2006
ASP Designation, Home Staging
Los Medanos College
IStage4U Designs June 2006 - Present
New York Life Insurance Company January 1988 - August 2006
Bank of America March 1986 - June 1987
Skills
Public Speaking, Real Estate, Home Staging, Furniture, Selling, Customer Service, Microsoft Excel, Editing, Team Leadership, Teaching
Education
The Staging University 2006 — 2006
ASP Designation, Home Staging
Los Medanos College
John Texada's New York Life Insurance Company Experience January 2004 - January 2006
Job Senior Investment Advisor at IBERIABANK
Industry Financial Services
Experience
IBERIABANK February 2006 - Present
New York Life Insurance Company January 2004 - January 2006
Skills
Investments, Securities, Series 7, Wealth Management, Retirement Planning, Insurance, Asset Management, Small Business Lending, Credit, Estate Planning, Retail Banking, Financial Analysis, Banking, Cash Management, Mutual Funds, Underwriting, Life Insurance, Relationship Management, Mortgage Lending, Credit Analysis, Portfolio Management, Treasury Management, Uniform Combined State..., Financial Services, Risk Management, Financial Modeling, Management, Fixed Annuities, Loans, Credit Risk, Strategic Financial..., IRAs, Cross Selling, Asset Allocation, Finance, Commercial Banking
Education
LSU 1999 — 2002
IBERIABANK February 2006 - Present
New York Life Insurance Company January 2004 - January 2006
Skills
Investments, Securities, Series 7, Wealth Management, Retirement Planning, Insurance, Asset Management, Small Business Lending, Credit, Estate Planning, Retail Banking, Financial Analysis, Banking, Cash Management, Mutual Funds, Underwriting, Life Insurance, Relationship Management, Mortgage Lending, Credit Analysis, Portfolio Management, Treasury Management, Uniform Combined State..., Financial Services, Risk Management, Financial Modeling, Management, Fixed Annuities, Loans, Credit Risk, Strategic Financial..., IRAs, Cross Selling, Asset Allocation, Finance, Commercial Banking
Education
LSU 1999 — 2002
Olivia Capone's New York Life Insurance Company Experience 2008 - 2008
Job VIP/Edge Bartender at L'Auberge Baton Rouge
Industry Restaurants
Experience
L'Auberge Baton Rouge September 2012 - Present
Chili's May 2008 - May 2012
Office of the Attorney General State of Louisiana 2010 - 2011
New York Life Insurance Company 2008 - 2008
Skills
Public Speaking, Microsoft Office, PowerPoint, Event Planning, Public Relations, Microsoft Word, Social Media Marketing, Microsoft Excel, Customer Service, Time Management
Education
Louisiana State University 2010 — 2014
Communication Studies, Communication, General
LSU 2009 — 2013
Undergraduate, Communication Studies
L'Auberge Baton Rouge September 2012 - Present
Chili's May 2008 - May 2012
Office of the Attorney General State of Louisiana 2010 - 2011
New York Life Insurance Company 2008 - 2008
Skills
Public Speaking, Microsoft Office, PowerPoint, Event Planning, Public Relations, Microsoft Word, Social Media Marketing, Microsoft Excel, Customer Service, Time Management
Education
Louisiana State University 2010 — 2014
Communication Studies, Communication, General
LSU 2009 — 2013
Undergraduate, Communication Studies
Paul Warmuskerken's New York Life Insurance Company Experience November 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company June 2012 - October 2012
US Army - Fort Sill January 2012 - May 2012
US Army - Fort Sill August 2010 - December 2011
US Army - Fort Sill May 2009 - July 2010
Baghdad Fusion Cell August 2008 - February 2009
MND-B, Baghdad, Iraq December 2007 - July 2008
US Army - Fort Sill January 2007 - November 2007
US Army - Fort Sill July 2006 - December 2006
Skills
Certified Instructor,..., TS-SCI, Army, National Security, Military Operations, Command, Security Clearance, Military, DoD, Operational Planning, Top Secret, Military Experience, Government, Crisis Management, Risk Assessment, Organizational..., SCI Clearance, Military Logistics, Leadership Development, Leadership, Information Assurance, Analysis, Defense, Exercises, Force Protection, International Relations, Military Training, Physical Security, Risk Management, Security, Supervisory Skills, Tactics, Training, Weapons, Retirement Planning, Estate Planning
Education
Long Island University, C.W. Post Campus 2001 — 2002
Master of Science (MS), Counseling and Leadership Development
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS), Environmental Science
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company June 2012 - October 2012
US Army - Fort Sill January 2012 - May 2012
US Army - Fort Sill August 2010 - December 2011
US Army - Fort Sill May 2009 - July 2010
Baghdad Fusion Cell August 2008 - February 2009
MND-B, Baghdad, Iraq December 2007 - July 2008
US Army - Fort Sill January 2007 - November 2007
US Army - Fort Sill July 2006 - December 2006
Skills
Certified Instructor,..., TS-SCI, Army, National Security, Military Operations, Command, Security Clearance, Military, DoD, Operational Planning, Top Secret, Military Experience, Government, Crisis Management, Risk Assessment, Organizational..., SCI Clearance, Military Logistics, Leadership Development, Leadership, Information Assurance, Analysis, Defense, Exercises, Force Protection, International Relations, Military Training, Physical Security, Risk Management, Security, Supervisory Skills, Tactics, Training, Weapons, Retirement Planning, Estate Planning
Education
Long Island University, C.W. Post Campus 2001 — 2002
Master of Science (MS), Counseling and Leadership Development
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS), Environmental Science
Dwayne Morein's New York Life Insurance Company Experience January 2009 - November 2011
Job Lead Sales Representative with Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance November 2011 - Present
New York Life Insurance Company January 2009 - November 2011
Bumble Lane Spa May 2006 - November 2008
The Ritz-Carlton Hotel Company LLC January 2003 - August 2005
Skills
Retirement Planning, Home, Auto, and Life..., Fixed Annuities, Group Benefits, Annuities, Mortgage Protection, Insurance, Home, Auto, Life Insurance, Homeowners, Mortgage Marketing, Employee Benefits, Property & Casualty..., Health Insurance, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Marketing, Customer Service, First Time Home Buyers
Education
Louisiana State University 1998 — 2000
ISDS
Liberty Mutual Insurance November 2011 - Present
New York Life Insurance Company January 2009 - November 2011
Bumble Lane Spa May 2006 - November 2008
The Ritz-Carlton Hotel Company LLC January 2003 - August 2005
Skills
Retirement Planning, Home, Auto, and Life..., Fixed Annuities, Group Benefits, Annuities, Mortgage Protection, Insurance, Home, Auto, Life Insurance, Homeowners, Mortgage Marketing, Employee Benefits, Property & Casualty..., Health Insurance, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Marketing, Customer Service, First Time Home Buyers
Education
Louisiana State University 1998 — 2000
ISDS
Bryan May's New York Life Insurance Company Experience September 2011 - September 2012
Job Division Leader at Primerica
Industry Financial Services
Experience
Primerica May 2013 - Present
Inspired Media July 2014 - Present
Certified Alarms Systems Inc July 2013 - September 2014
Joan Landry State Farm September 2012 - May 2013
NYLIFE Securities LLC September 2011 - September 2012
New York Life Insurance Company September 2011 - September 2012
Livingston Business & Real Estate Journal 2007 - 2010
Verizon Wireless 2003 - 2006
Skills
Life Insurance, IRAs, Financial Services, Insurance, Fixed Annuities, Retirement, Sales, Long-term Care, Credit, Trusted Business Partner, 401k Rollovers, Roth IRA, Customer Service, Sales Management, Team Building, Leadership, Management, Marketing, Finance, Strategic Planning
Education
Louisiana State University 1998 — 2002
Bachelor's degree, General Studies
denham springs high school 1990 — 1994
Primerica May 2013 - Present
Inspired Media July 2014 - Present
Certified Alarms Systems Inc July 2013 - September 2014
Joan Landry State Farm September 2012 - May 2013
NYLIFE Securities LLC September 2011 - September 2012
New York Life Insurance Company September 2011 - September 2012
Livingston Business & Real Estate Journal 2007 - 2010
Verizon Wireless 2003 - 2006
Skills
Life Insurance, IRAs, Financial Services, Insurance, Fixed Annuities, Retirement, Sales, Long-term Care, Credit, Trusted Business Partner, 401k Rollovers, Roth IRA, Customer Service, Sales Management, Team Building, Leadership, Management, Marketing, Finance, Strategic Planning
Education
Louisiana State University 1998 — 2002
Bachelor's degree, General Studies
denham springs high school 1990 — 1994
Sherri McCann's New York Life Insurance Company Experience 1997 - Present
Job Etcetera 5n2 Boutique Owner/Sales Consultant
Industry Retail
Experience
Etcetera - 5n2 Boutique March 2007 - Present
New York Life Insurance Company 1997 - Present
Central & South West Corporation July 1990 - January 1991
Southwestern Electric Power Company August 1980 - July 1990
Skills
Event Planning, Customer Service, Public Speaking, Direct Sales, Wardrobe Consulting, Marketing Strategy, Apparel, Marketing, Small Business, Retail, Social Networking, Social Media Marketing, Sales Management, Leadership, New Business Development, Time Management, Social Media, Account Management, Team Building, Sales, Wardrobe
Education
Louisiana Tech University 1977 — 1980
B.S., Finance
Etcetera - 5n2 Boutique March 2007 - Present
New York Life Insurance Company 1997 - Present
Central & South West Corporation July 1990 - January 1991
Southwestern Electric Power Company August 1980 - July 1990
Skills
Event Planning, Customer Service, Public Speaking, Direct Sales, Wardrobe Consulting, Marketing Strategy, Apparel, Marketing, Small Business, Retail, Social Networking, Social Media Marketing, Sales Management, Leadership, New Business Development, Time Management, Social Media, Account Management, Team Building, Sales, Wardrobe
Education
Louisiana Tech University 1977 — 1980
B.S., Finance
Mireira A. Moran Mireira A. Moran's New York Life Insurance Company Experience December 2013 - June 2014
Job Executive Assistant at Pro Pharma Pharmaceutical Consultants, Inc
Industry Financial Services
Experience
Pro Pharma Pharmaceutical Consultants, Inc June 2014 - Present
CHOICE HOMECARE, INC. September 2012 - Present
New York Life Insurance Company December 2013 - June 2014
Martinez Tires & Auto Repair July 2013 - December 2013
Los Angeles Unified School District October 2012 - June 2013
Los Angeles Unified School District November 2008 - August 2012
Northeast Valley Health Corporation January 2011 - January 2011
The Academic Advantage December 2008 - June 2009
Juan's Automotive Repair June 2005 - April 2008
Skills
Microsoft Office, Spanish, PowerPoint, Teaching, Tutoring, Translation, Higher Education, Data Entry, Leadership, Management, Non-profits, Small Business, Spanish Translation, Education, Teamwork, Public Speaking, Event Planning, Fundraising, Social Networking, 10 Key, Scheduling, Typing, Photography, Windows, Filing, Special Needs, Microsoft Excel, Microsoft Word, Social Media, Marketing, Outlook, Customer Service, Community Outreach, Public Relations, Access
Education
Woodbury University 2007 — 2014
Bachelor of Science (BS), Business & Management with a Minor in Psychology
Los Angeles Valley College 2005 — 2007
John F. Kennedy High School 2003 — 2007
High School Diploma
Pro Pharma Pharmaceutical Consultants, Inc June 2014 - Present
CHOICE HOMECARE, INC. September 2012 - Present
New York Life Insurance Company December 2013 - June 2014
Martinez Tires & Auto Repair July 2013 - December 2013
Los Angeles Unified School District October 2012 - June 2013
Los Angeles Unified School District November 2008 - August 2012
Northeast Valley Health Corporation January 2011 - January 2011
The Academic Advantage December 2008 - June 2009
Juan's Automotive Repair June 2005 - April 2008
Skills
Microsoft Office, Spanish, PowerPoint, Teaching, Tutoring, Translation, Higher Education, Data Entry, Leadership, Management, Non-profits, Small Business, Spanish Translation, Education, Teamwork, Public Speaking, Event Planning, Fundraising, Social Networking, 10 Key, Scheduling, Typing, Photography, Windows, Filing, Special Needs, Microsoft Excel, Microsoft Word, Social Media, Marketing, Outlook, Customer Service, Community Outreach, Public Relations, Access
Education
Woodbury University 2007 — 2014
Bachelor of Science (BS), Business & Management with a Minor in Psychology
Los Angeles Valley College 2005 — 2007
John F. Kennedy High School 2003 — 2007
High School Diploma
Jesse Shaw's New York Life Insurance Company Experience July 2013 - Present
Job Agent for New York Like
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
Carson Energy, Inc. February 2011 - June 2013
Skills
Contract Negotiation, Marketing Strategy, Strategic Planning, Market Research, Sales, New Business Development, Product Marketing, Salesforce.com, Account Management, Negotiation, Marketing, Entrepreneurship, Team Building
Education
Louisiana State University 2001 — 2005
Business, Marketing
New York Life Insurance Company July 2013 - Present
Carson Energy, Inc. February 2011 - June 2013
Skills
Contract Negotiation, Marketing Strategy, Strategic Planning, Market Research, Sales, New Business Development, Product Marketing, Salesforce.com, Account Management, Negotiation, Marketing, Entrepreneurship, Team Building
Education
Louisiana State University 2001 — 2005
Business, Marketing
David Chen Wibisono's New York Life Insurance Company Experience September 2008 - Present
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2008 - Present
New York Life Insurance Company September 2001 - August 2008
New York Life Insurance Company September 2001 - August 2008
Skills
Life Insurance, Management, Retirement, Training, Leadership, Team Building, Public Speaking, New Business Develpoment, Sales Management, Sales Rep. Training, Team Leadership, Time Management, Asset Protection, Key Person Protection, Protection..., Wealth Preservation..., Workshop Facilitation, Succession Planning, Insurance
Education
Louisiana State University and Agricultural and Mechanical College 1985 — 1989
Bachelor of Science, Finance
Woodbury University
Master of Business Administration, Business Administration and Management
New York Life Insurance Company September 2008 - Present
New York Life Insurance Company September 2001 - August 2008
New York Life Insurance Company September 2001 - August 2008
Skills
Life Insurance, Management, Retirement, Training, Leadership, Team Building, Public Speaking, New Business Develpoment, Sales Management, Sales Rep. Training, Team Leadership, Time Management, Asset Protection, Key Person Protection, Protection..., Wealth Preservation..., Workshop Facilitation, Succession Planning, Insurance
Education
Louisiana State University and Agricultural and Mechanical College 1985 — 1989
Bachelor of Science, Finance
Woodbury University
Master of Business Administration, Business Administration and Management
Osiola Henderson's New York Life Insurance Company Experience April 2015 - June 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Independent Insurance Agent May 2002 - July 2015
New York Life Insurance Company April 2015 - June 2015
Teleperformance, USA September 2014 - January 2015
Pride Insurance and Investments, LLC February 2012 - December 2014
Apex Wealth Management, LLC October 2004 - February 2012
AXA Advisors January 2003 - October 2004
American Express Financial Advisors April 2002 - December 2002
Alcatel USA January 1999 - February 2002
Skills
Retirement Planning, Investments, Management, Fixed Annuities, Financial Advisory, Retirement, Insurance, Sales, Estate Planning, Asset Allocation, Disability Insurance, Customer Service, Public Speaking, Wealth Management, Life Insurance, Personal Finance, Long-term Care, Face-to-face..., Written & Verbal..., Presentations, Superior Client Service, Asset Managment, Analysis, Team Leadership, Training, Fixed Income, Small Business, Strategic Financial..., Cold Calling Experience, CRM, Employee Training, Cash Handling Experience, Data Entry, Software Development, Investment Advisory, Investment Strategies, Term Life Insurance, Health Insurance, Entrepreneurship, Retirement Savings, Classroom Management
Education
Louisiana State University 1993 — 1998
Bachelor of Science, Electrical / Computer Engineering
C E King High School 1990 — 1993
High School Diploma, Computer Programming and Business Applications
Northwestern Mutual July 2015 - Present
Independent Insurance Agent May 2002 - July 2015
New York Life Insurance Company April 2015 - June 2015
Teleperformance, USA September 2014 - January 2015
Pride Insurance and Investments, LLC February 2012 - December 2014
Apex Wealth Management, LLC October 2004 - February 2012
AXA Advisors January 2003 - October 2004
American Express Financial Advisors April 2002 - December 2002
Alcatel USA January 1999 - February 2002
Skills
Retirement Planning, Investments, Management, Fixed Annuities, Financial Advisory, Retirement, Insurance, Sales, Estate Planning, Asset Allocation, Disability Insurance, Customer Service, Public Speaking, Wealth Management, Life Insurance, Personal Finance, Long-term Care, Face-to-face..., Written & Verbal..., Presentations, Superior Client Service, Asset Managment, Analysis, Team Leadership, Training, Fixed Income, Small Business, Strategic Financial..., Cold Calling Experience, CRM, Employee Training, Cash Handling Experience, Data Entry, Software Development, Investment Advisory, Investment Strategies, Term Life Insurance, Health Insurance, Entrepreneurship, Retirement Savings, Classroom Management
Education
Louisiana State University 1993 — 1998
Bachelor of Science, Electrical / Computer Engineering
C E King High School 1990 — 1993
High School Diploma, Computer Programming and Business Applications
Yvonne Landrieux Yvonne Landrieux's New York Life Insurance Company Experience September 2001 - Present
Job Financial Service Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life September 2001 - Present
New York Life Insurance Company September 2001 - Present
Education
Longwood University
BFA
New York Life September 2001 - Present
New York Life Insurance Company September 2001 - Present
Education
Longwood University
BFA
Daniel Engelhardt Daniel Engelhardt's New York Life Insurance Company Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 2010 - 2013
TeleTech October 2008 - June 2010
Skills
Call Centers, Customer Service, System Testing, Requirements Gathering, Mentoring Of Staff, Professional Services..., Remittance Processing
Education
Lorain County Community College
New York Life Insurance Company 2010 - 2013
TeleTech October 2008 - June 2010
Skills
Call Centers, Customer Service, System Testing, Requirements Gathering, Mentoring Of Staff, Professional Services..., Remittance Processing
Education
Lorain County Community College
Donna Romero Donna Romero's New York Life Insurance Company Experience November 2012 - Present
Job agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
Robinson-May 1971 - 2005
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, Insurance, IRAs, Whole Life, Long Term Care Insurance, Estate Planning
Education
Los Angeles Harbor College
Business Administration and Management, General
New York Life Insurance Company November 2012 - Present
Robinson-May 1971 - 2005
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, Insurance, IRAs, Whole Life, Long Term Care Insurance, Estate Planning
Education
Los Angeles Harbor College
Business Administration and Management, General
Rocky Flores Rocky Flores's New York Life Insurance Company Experience April 2012 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2012 - Present
Education
Long Island University 2000 — 2002
Suffolk County Community College 1998 — 2000
New York Life Insurance Company April 2012 - Present
Education
Long Island University 2000 — 2002
Suffolk County Community College 1998 — 2000
Donnie Crye's New York Life Insurance Company Experience April 2008 - April 2009
Job Executive Sales Representative at Smith & Nephew Endoscopy
Industry Medical Devices
Experience
Smith & Nephew Endoscopy June 2011 - Present
Warner Chilcott April 2009 - June 2011
New York Life Insurance Company April 2008 - April 2009
State Farm Insurance September 2004 - April 2008
The Home Depot January 2002 - August 2003
Skills
Health, Cold Calling, Insurance, Customer Service, Customer Relations, Sales, Medical Devices, Pharmaceuticals, Dermatology, Gastroenterology, Orthopedics, Operating Room, Healthcare, Orthopedic, Pharmaceutical Industry, Pharmaceutical Sales, Surgeons
Education
Louisiana Tech University 1999 — 2004
Bachelor of Science, Computer Information Systems
Smith & Nephew Endoscopy June 2011 - Present
Warner Chilcott April 2009 - June 2011
New York Life Insurance Company April 2008 - April 2009
State Farm Insurance September 2004 - April 2008
The Home Depot January 2002 - August 2003
Skills
Health, Cold Calling, Insurance, Customer Service, Customer Relations, Sales, Medical Devices, Pharmaceuticals, Dermatology, Gastroenterology, Orthopedics, Operating Room, Healthcare, Orthopedic, Pharmaceutical Industry, Pharmaceutical Sales, Surgeons
Education
Louisiana Tech University 1999 — 2004
Bachelor of Science, Computer Information Systems
Michael Ahearn's New York Life Insurance Company Experience March 2008 - Present
Job Senior Business Analyst/Project Manager at New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Company March 2008 - Present
New York Life Insurance Company April 2012 - March 2013
Best Web USA, Inc February 2000 - March 2008
Cambridge Capital LLC February 2000 - August 2000
NYNEX Communications June 1997 - September 1997
Skills
Business Analysis, Analysis, Management, Leadership, Financial Services, SDLC, Project Management, Cross-functional Team..., Software Development, Software Project..., Systems Analysis, Data Analysis, Integration, Requirements Analysis, Visio, Product Management, Operations Management, Team Leadership, Microsoft Office, Life Insurance, Requirements Gathering, Vendor Management, Business Requirements, Process Improvement, Software Quality..., Financial Management..., IT Operations, Variable Annuities, Fixed Annuities, Guaranteed Lifetime..., Information Technology, Accounting, Analytical Skills, Team-oriented, Visual Basic, SQL, Business Process..., Immediate Annuities, Computer Science, Salesforce.com, Cloud Computing, CRM Integration
Education
Long Island University, C.W. Post Campus 1995 — 1998
Bachelor of Science, Computer Science
Commack High School
New York Life Insurance Company March 2008 - Present
New York Life Insurance Company April 2012 - March 2013
Best Web USA, Inc February 2000 - March 2008
Cambridge Capital LLC February 2000 - August 2000
NYNEX Communications June 1997 - September 1997
Skills
Business Analysis, Analysis, Management, Leadership, Financial Services, SDLC, Project Management, Cross-functional Team..., Software Development, Software Project..., Systems Analysis, Data Analysis, Integration, Requirements Analysis, Visio, Product Management, Operations Management, Team Leadership, Microsoft Office, Life Insurance, Requirements Gathering, Vendor Management, Business Requirements, Process Improvement, Software Quality..., Financial Management..., IT Operations, Variable Annuities, Fixed Annuities, Guaranteed Lifetime..., Information Technology, Accounting, Analytical Skills, Team-oriented, Visual Basic, SQL, Business Process..., Immediate Annuities, Computer Science, Salesforce.com, Cloud Computing, CRM Integration
Education
Long Island University, C.W. Post Campus 1995 — 1998
Bachelor of Science, Computer Science
Commack High School
Stewart Shatz Stewart Shatz's New York Life Insurance Company Experience 2002 - 2005
Job Business Liaison Representative at Workforce Connection of Central New Mexico
Industry Government Relations
Experience
New Mexico Workforce Connection 2011 - Present
Sprint Nextel 2005 - 2010
New York Life Insurance Company 2002 - 2005
Animal Humane Association of New Mexico 2001 - 2002
Nextel Communications 2000 - 2001
TAS Security Systems 1994 - 2000
Congregation B'Nai Israel 1990 - 1994
Hallmark Professional Search 1979 - 1992
United States Army 1970 - 1979
Skills
Public Speaking, New Business Development, Sales Rep Training, Coaching, Business Coaching, Personnel Recruiting, Personnel Placement, Sales Management, Sales Workshops, Customer Service..., Personnel Management, Personnel Recruitment..., P&L Budget Management, Sales Management..., Team Leadership, Process Improvement, Leadership Development, Training, Sales, Customer Service, Team Building, Program Management, Personnel Selection, Employee Training, Leadership, Recruiting, Employee Benefits, Organizational..., Marketing, Government, Fundraising, Budgets, Management, Nonprofits, Proposal Writing, Small Business, Team building
Education
Pepperdine University 1977 — 1978
MA, Human Resources Management, 4.0 GPA
Louisiana State University and Agricultural and Mechanical College 1963 — 1968
BA, Psychology, Russian Area Studies
New Mexico Workforce Connection 2011 - Present
Sprint Nextel 2005 - 2010
New York Life Insurance Company 2002 - 2005
Animal Humane Association of New Mexico 2001 - 2002
Nextel Communications 2000 - 2001
TAS Security Systems 1994 - 2000
Congregation B'Nai Israel 1990 - 1994
Hallmark Professional Search 1979 - 1992
United States Army 1970 - 1979
Skills
Public Speaking, New Business Development, Sales Rep Training, Coaching, Business Coaching, Personnel Recruiting, Personnel Placement, Sales Management, Sales Workshops, Customer Service..., Personnel Management, Personnel Recruitment..., P&L Budget Management, Sales Management..., Team Leadership, Process Improvement, Leadership Development, Training, Sales, Customer Service, Team Building, Program Management, Personnel Selection, Employee Training, Leadership, Recruiting, Employee Benefits, Organizational..., Marketing, Government, Fundraising, Budgets, Management, Nonprofits, Proposal Writing, Small Business, Team building
Education
Pepperdine University 1977 — 1978
MA, Human Resources Management, 4.0 GPA
Louisiana State University and Agricultural and Mechanical College 1963 — 1968
BA, Psychology, Russian Area Studies
Kareem Boyce Kareem Boyce's New York Life Insurance Company Experience July 2007 - March 2008
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2011 - Present
Citibank November 2006 - July 2011
New York Life Insurance Company July 2007 - March 2008
Citibank March 2004 - November 2006
JPMorgan Chase June 2002 - February 2003
JPMorgan Chase December 2000 - June 2002
JPMorgan Chase December 1999 - December 2000
Education
LIU Post 1996 — 2000
Citi Private Bank June 2011 - Present
Citibank November 2006 - July 2011
New York Life Insurance Company July 2007 - March 2008
Citibank March 2004 - November 2006
JPMorgan Chase June 2002 - February 2003
JPMorgan Chase December 2000 - June 2002
JPMorgan Chase December 1999 - December 2000
Education
LIU Post 1996 — 2000
Pigine Braz Clark Pigine Braz Clark's New York Life Insurance Company Experience March 2013 - December 2013
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase Bank NA April 2014 - Present
New York Life Insurance Company March 2013 - December 2013
Chameleon Marketing & Design February 2011 - January 2013
A Vida é Bela - Brasil December 2008 - December 2009
Citra do Brasil Comércio Internacional Ltda July 2003 - September 2008
Unikey November 2001 - February 2003
Education
New York University 2011 — 2011
Negócios Internacionais e Finanças, International Business
Harvest Institute 2010 — 2010
TESOL, Certificado de Habilidade no Ensino de Inglês como Língua Estrangeira, Língua Inglesa
Long Island University 2010 — 2010
Governo e Política Americana, Política
Universidade Estácio de Sá 2007 — 2008
Master of Business Administration (M.B.A.), Marketing
Universidade de São Paulo 2007 — 2007
Comunicação responsável e Políticas Públicas, Comunicação
Universidade Estácio de Sá 2003 — 2006
Bachelor of Business, Business and Marketing
Elin Duxus 2005 — 2005
Excel Avançado
JPMorgan Chase Bank NA April 2014 - Present
New York Life Insurance Company March 2013 - December 2013
Chameleon Marketing & Design February 2011 - January 2013
A Vida é Bela - Brasil December 2008 - December 2009
Citra do Brasil Comércio Internacional Ltda July 2003 - September 2008
Unikey November 2001 - February 2003
Education
New York University 2011 — 2011
Negócios Internacionais e Finanças, International Business
Harvest Institute 2010 — 2010
TESOL, Certificado de Habilidade no Ensino de Inglês como Língua Estrangeira, Língua Inglesa
Long Island University 2010 — 2010
Governo e Política Americana, Política
Universidade Estácio de Sá 2007 — 2008
Master of Business Administration (M.B.A.), Marketing
Universidade de São Paulo 2007 — 2007
Comunicação responsável e Políticas Públicas, Comunicação
Universidade Estácio de Sá 2003 — 2006
Bachelor of Business, Business and Marketing
Elin Duxus 2005 — 2005
Excel Avançado
John Martorella, MBA, C|CISO, CISA John Martorella, MBA, C|CISO, CISA's New York Life Insurance Company Experience December 1998 - December 2000
Job IT Audit, Consulting Services at EisnerAmper LLP
Industry Information Technology and Services
Experience
EisnerAmper LLP October 2013 - Present
MediSys Health Network May 2011 - October 2013
NYC Health and Hospitals Corporation November 2010 - May 2011
Lenox Hill Hospital April 2008 - November 2010
The Reserve March 2007 - February 2008
AXA Equitable March 2006 - March 2007
TIAA-CREF December 2000 - March 2006
New York Life Insurance Company December 1998 - December 2000
MetLife April 1994 - December 1998
MetLife January 1992 - April 1994
Skills
IT Audit, SDLC, Change Management, Data Mining, Data Security, HIPAA, Compliance, Network Security, Provisioning, SOX, Data Privacy, PCI Standards, Application Lifecycle..., SSL, Mobile Security, Risk Management, Process Improvement, Governance, Information Security, CISA, Disaster Recovery, IT Management, Internal Audit, Security, SAS70, Auditing, COBIT, Information Security..., Vendor Management, Sarbanes-Oxley, IT Compliance, IT Policy and Procedures, Healthcare IT, Finance IT, Application Security, MBA, Instructor, COSO, Healthcare Information..., Penetration Testing, Risk Assessment, ISO 27001, Vulnerability Management, Business Continuity, Sarbanes-Oxley Act, Active Directory, PCI DSS, Software Documentation, Networking, Business Continuity...
Education
Long Island University 1996 — 1998
MBA, Management Information Systems
Manhattan College 1978 — 1982
BS, Computer Information Systems
EisnerAmper LLP October 2013 - Present
MediSys Health Network May 2011 - October 2013
NYC Health and Hospitals Corporation November 2010 - May 2011
Lenox Hill Hospital April 2008 - November 2010
The Reserve March 2007 - February 2008
AXA Equitable March 2006 - March 2007
TIAA-CREF December 2000 - March 2006
New York Life Insurance Company December 1998 - December 2000
MetLife April 1994 - December 1998
MetLife January 1992 - April 1994
Skills
IT Audit, SDLC, Change Management, Data Mining, Data Security, HIPAA, Compliance, Network Security, Provisioning, SOX, Data Privacy, PCI Standards, Application Lifecycle..., SSL, Mobile Security, Risk Management, Process Improvement, Governance, Information Security, CISA, Disaster Recovery, IT Management, Internal Audit, Security, SAS70, Auditing, COBIT, Information Security..., Vendor Management, Sarbanes-Oxley, IT Compliance, IT Policy and Procedures, Healthcare IT, Finance IT, Application Security, MBA, Instructor, COSO, Healthcare Information..., Penetration Testing, Risk Assessment, ISO 27001, Vulnerability Management, Business Continuity, Sarbanes-Oxley Act, Active Directory, PCI DSS, Software Documentation, Networking, Business Continuity...
Education
Long Island University 1996 — 1998
MBA, Management Information Systems
Manhattan College 1978 — 1982
BS, Computer Information Systems
Kadejah Howell Kadejah Howell's New York Life Insurance Company Experience July 2015 - Present
Job Office Assistant at New York Life
Industry Public Relations and Communications
Experience
New York Life Insurance Company July 2015 - Present
Universal Music Group September 2013 - October 2014
FYI Brand Communications February 2013 - July 2013
Skills
Press Releases, Social Media Marketing, Microsoft Office, Press Kits, Cision, Multi-media Marketing..., Event Planning, Social Media, Product Placement, Writing, Media Pitches, Accounting, Customer Service, Creative Writing
Education
Long Island University 2015 — 2016
Bachelor’s Degree, Marketing
Westchester Community College 2013 — 2014
Associate of Arts (A.A.), Communication and Media Studies
Monroe College 2011 — 2012
Associate of Science (A.S.), Health and Medical Administrative Services
New York Life Insurance Company July 2015 - Present
Universal Music Group September 2013 - October 2014
FYI Brand Communications February 2013 - July 2013
Skills
Press Releases, Social Media Marketing, Microsoft Office, Press Kits, Cision, Multi-media Marketing..., Event Planning, Social Media, Product Placement, Writing, Media Pitches, Accounting, Customer Service, Creative Writing
Education
Long Island University 2015 — 2016
Bachelor’s Degree, Marketing
Westchester Community College 2013 — 2014
Associate of Arts (A.A.), Communication and Media Studies
Monroe College 2011 — 2012
Associate of Science (A.S.), Health and Medical Administrative Services
Alexa Wingerter's New York Life Insurance Company Experience February 2012 - February 2014
Job Business Specialist Netchex
Industry Retail
Experience
Netchex February 2015 - Present
Olivier Couture February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Elegance Plus Bridal Boutique January 2010 - May 2010
Skills
Time Management
Education
Louisiana State University 2010 — 2012
Bachelor of Arts (B.A.), Communication Studies
Louisiana State University 2010 — 2011
Bachelor of Arts, Communication Studies
Netchex February 2015 - Present
Olivier Couture February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Elegance Plus Bridal Boutique January 2010 - May 2010
Skills
Time Management
Education
Louisiana State University 2010 — 2012
Bachelor of Arts (B.A.), Communication Studies
Louisiana State University 2010 — 2011
Bachelor of Arts, Communication Studies
Christopher J. Matt's New York Life Insurance Company Experience 2010 - 2011
Job Entrepreneur
Industry Apparel & Fashion
Experience
Self-Employed January 2015 - Present
Independent Insurance Agent 2013 - 2014
The Barbarian Agency 2013 - 2013
Windstream Communications 2011 - 2012
EarthLink 2011 - 2011
New York Life Insurance Company 2010 - 2011
Paychex 2008 - 2010
Lanier Worldwide 2006 - 2007
Education
Louisiana State University 2001 — 2005
Bachelor's
Self-Employed January 2015 - Present
Independent Insurance Agent 2013 - 2014
The Barbarian Agency 2013 - 2013
Windstream Communications 2011 - 2012
EarthLink 2011 - 2011
New York Life Insurance Company 2010 - 2011
Paychex 2008 - 2010
Lanier Worldwide 2006 - 2007
Education
Louisiana State University 2001 — 2005
Bachelor's
Alfredo Gomez, CFA Alfredo Gomez, CFA's New York Life Insurance Company Experience June 2004 - December 2004
Job AVP, Alternative Investments, Due Diligence at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings May 2011 - Present
National Planning Holdings January 2011 - April 2011
National Planning Holdings January 2009 - December 2010
National Planning Holdings February 2008 - December 2008
National Planning Holdings January 2005 - February 2008
New York Life Insurance Company June 2004 - December 2004
Wise Steward Corporation August 2002 - June 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, REIT, Due Diligence, Financial Services, Morningstar, Equities, Valuation, Asset Management, Hedge Funds, Microsoft Office, Financial Advisory, REITs, Private Placements
Education
Loyola Marymount University 1999 — 2002
BA
National Planning Holdings May 2011 - Present
National Planning Holdings January 2011 - April 2011
National Planning Holdings January 2009 - December 2010
National Planning Holdings February 2008 - December 2008
National Planning Holdings January 2005 - February 2008
New York Life Insurance Company June 2004 - December 2004
Wise Steward Corporation August 2002 - June 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, REIT, Due Diligence, Financial Services, Morningstar, Equities, Valuation, Asset Management, Hedge Funds, Microsoft Office, Financial Advisory, REITs, Private Placements
Education
Loyola Marymount University 1999 — 2002
BA
Eddie Kay's New York Life Insurance Company Experience August 2009 - September 2011
Job Independent Insurance Agent / Registered Representative
Industry Financial Services
Experience
ETC FINANCIAL September 2011 - Present
New York Life Insurance Company August 2009 - September 2011
JPMorgan Chase August 2002 - August 2009
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Wealth Management, Retirement Benefits, Deferred Compensation, Financial Analysis, IRAs, Mutual Funds, 403 b, 401k Rollovers, Indexed Annuities, Health Insurance, Disability Insurance, Investments, Group Benefit Plans, Variable Annuities, 457 Plans, Final Expense Planning, Wealth Management..., Series 63, Term Life Insurance
Education
LSU 1986 — 1991
ETC FINANCIAL September 2011 - Present
New York Life Insurance Company August 2009 - September 2011
JPMorgan Chase August 2002 - August 2009
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Wealth Management, Retirement Benefits, Deferred Compensation, Financial Analysis, IRAs, Mutual Funds, 403 b, 401k Rollovers, Indexed Annuities, Health Insurance, Disability Insurance, Investments, Group Benefit Plans, Variable Annuities, 457 Plans, Final Expense Planning, Wealth Management..., Series 63, Term Life Insurance
Education
LSU 1986 — 1991
Chris Prudhomme CLU®, CLF®'s New York Life Insurance Company Experience September 2012 - Present
Job Managing Partner of the New York Life Orange Coast General Office
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company January 2008 - September 2012
New York Life Insurance Company May 2002 - December 2007
New York Life Insurance Company January 2000 - May 2002
New York Life Insurance Company January 1998 - December 1999
New York Life Insurance Company April 1994 - December 1997
New York Life Insurance Company November 1991 - March 1994
Hibernia National Bank June 1991 - December 1991
Oak Tree Capital, Inc June 1986 - June 1991
Skills
Recruiting, Insurance, Management, Finance, Start-ups, Employee Benefits, Sales Process, Training, Team Building, Leadership, Sales, Analysis, Financial Services, Business Planning, Operations Management, Account Management, Team Leadership, Relationship Management, Hiring, Portfolio Management, CRM, Business Development, Risk Management, Business Strategy, Coaching, Leadership Development, Strategy, Marketing, Marketing Strategy, Strategic Planning, Talent Acquisition, Contract Negotiation, Customer Service, Selling, Succession Planning, Budgets, Sales Operations, Sales Management, Talent Management, Process Improvement, Human Resources, Interviews, Fixed Annuities, Public Speaking, Employee Training, Mergers & Acquisitions, New Business Development, Negotiation, Performance Management, Retirement Planning
Education
Louisiana State University 1981 — 1985
BS in Business Administration, Marketing
Louisiana State University and Agricultural and Mechanical College 1981 — 1985
Bachelor of Science in Business Administration, Marketing
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company January 2008 - September 2012
New York Life Insurance Company May 2002 - December 2007
New York Life Insurance Company January 2000 - May 2002
New York Life Insurance Company January 1998 - December 1999
New York Life Insurance Company April 1994 - December 1997
New York Life Insurance Company November 1991 - March 1994
Hibernia National Bank June 1991 - December 1991
Oak Tree Capital, Inc June 1986 - June 1991
Skills
Recruiting, Insurance, Management, Finance, Start-ups, Employee Benefits, Sales Process, Training, Team Building, Leadership, Sales, Analysis, Financial Services, Business Planning, Operations Management, Account Management, Team Leadership, Relationship Management, Hiring, Portfolio Management, CRM, Business Development, Risk Management, Business Strategy, Coaching, Leadership Development, Strategy, Marketing, Marketing Strategy, Strategic Planning, Talent Acquisition, Contract Negotiation, Customer Service, Selling, Succession Planning, Budgets, Sales Operations, Sales Management, Talent Management, Process Improvement, Human Resources, Interviews, Fixed Annuities, Public Speaking, Employee Training, Mergers & Acquisitions, New Business Development, Negotiation, Performance Management, Retirement Planning
Education
Louisiana State University 1981 — 1985
BS in Business Administration, Marketing
Louisiana State University and Agricultural and Mechanical College 1981 — 1985
Bachelor of Science in Business Administration, Marketing
Rogers Clark's New York Life Insurance Company Experience May 2015 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Lowe's Companies, Inc. 2012 - 2014
Revive Real Estate LLC November 2008 - October 2013
Skills
Financial Planning, Retirement Planning, Sales, Finance, Leadership, Insurance, Investments, Estate Conservation, Business Planning, College Funding..., Distribution Strategies, Life Insurance, Retirement
Education
Louisiana State University
New York Life Insurance Company May 2015 - Present
Lowe's Companies, Inc. 2012 - 2014
Revive Real Estate LLC November 2008 - October 2013
Skills
Financial Planning, Retirement Planning, Sales, Finance, Leadership, Insurance, Investments, Estate Conservation, Business Planning, College Funding..., Distribution Strategies, Life Insurance, Retirement
Education
Louisiana State University
Marcus Warren Marcus Warren's New York Life Insurance Company Experience August 2001 - June 2004
Job Owner/Producer/Writer/Director@Keylight Productions LLC
Industry Entertainment
Experience
keylight Productions February 2005 - Present
Silas World Pictures July 2011 - December 2011
New York Life Insurance Company August 2001 - June 2004
Sears, Roebuck and Co. January 2003 - April 2004
Skills
Editing, Film, Video, Screenwriting, Feature Films, Storytelling, Film Production, Pre-production, Post Production, Commercials, Directing, Entertainment, Creative Writing, Social Networking, Short Films, Video Editing, Camera, HD Video, Camera Operating, Television, Final Cut Pro, Video Production, Producing, New Media, Media Production, Acting, Voice Over, Documentaries, Music Videos, Social Media, Photoshop, Creative Direction, Writing, After Effects, Digital Media, Social Media Marketing, Animation
Education
Los Angeles City College 2000 — 2003
film major
keylight Productions February 2005 - Present
Silas World Pictures July 2011 - December 2011
New York Life Insurance Company August 2001 - June 2004
Sears, Roebuck and Co. January 2003 - April 2004
Skills
Editing, Film, Video, Screenwriting, Feature Films, Storytelling, Film Production, Pre-production, Post Production, Commercials, Directing, Entertainment, Creative Writing, Social Networking, Short Films, Video Editing, Camera, HD Video, Camera Operating, Television, Final Cut Pro, Video Production, Producing, New Media, Media Production, Acting, Voice Over, Documentaries, Music Videos, Social Media, Photoshop, Creative Direction, Writing, After Effects, Digital Media, Social Media Marketing, Animation
Education
Los Angeles City College 2000 — 2003
film major
Chase Chabaud's New York Life Insurance Company Experience January 2012 - September 2013
Job Retail Account Specialist at Simmons Bedding Company
Industry Sports
Experience
Simmons Bedding Company September 2013 - Present
New York Life Insurance Company January 2012 - September 2013
New York Life Insurance Company 2012 - 2012
LSU Football Operations November 2010 - September 2011
Vector Marketing February 2008 - October 2008
Skills
Fixed Annuities, Disability Insurance, Sales, Life Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Insurance, Sales Management, Selling Skills, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Public Relations, Team Building, Retirement, Marketing, Account Management, Customer Service, Estate Planning
Education
Louisiana State University 2008 — 2011
Louisiana State University 2007 — 2011
BS, Sports Administration
Simmons Bedding Company September 2013 - Present
New York Life Insurance Company January 2012 - September 2013
New York Life Insurance Company 2012 - 2012
LSU Football Operations November 2010 - September 2011
Vector Marketing February 2008 - October 2008
Skills
Fixed Annuities, Disability Insurance, Sales, Life Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Insurance, Sales Management, Selling Skills, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Public Relations, Team Building, Retirement, Marketing, Account Management, Customer Service, Estate Planning
Education
Louisiana State University 2008 — 2011
Louisiana State University 2007 — 2011
BS, Sports Administration
M. Reed Mulford's New York Life Insurance Company Experience January 2013 - June 2013
Job Financial Analyst at Postlethwaite & Netterville
Industry Financial Services
Experience
Postlethwaite & Netterville September 2014 - Present
New York Life Insurance Company January 2013 - June 2013
New York Life Insurance Company May 2012 - August 2012
Skills
Retirement Planning, Fixed Annuities, Investments, Life Insurance, Accounting, Financial Accounting, Finance
Education
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Finance
Postlethwaite & Netterville September 2014 - Present
New York Life Insurance Company January 2013 - June 2013
New York Life Insurance Company May 2012 - August 2012
Skills
Retirement Planning, Fixed Annuities, Investments, Life Insurance, Accounting, Financial Accounting, Finance
Education
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Finance
Roxana Braganza's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional, Helping Individuals, Families and Business Owners in my community
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
MassMutual Financial Group April 2012 - September 2012
Benefits Group WorldWide April 2007 - February 2011
Highland Capital Brokerage June 2003 - April 2007
Clark Bardes Consulting February 2000 - May 2003
Prudential 1991 - 1995
Skills
Life Insurance, Retirement Planning, Investments, Annuity Sales, IRA rollovers, 401k Rollovers, Education Funding, Protection..., Small Business, Long-term Care
Education
Los Angeles City College 1978 — 1981
Associate's Degree, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company March 2013 - Present
MassMutual Financial Group April 2012 - September 2012
Benefits Group WorldWide April 2007 - February 2011
Highland Capital Brokerage June 2003 - April 2007
Clark Bardes Consulting February 2000 - May 2003
Prudential 1991 - 1995
Skills
Life Insurance, Retirement Planning, Investments, Annuity Sales, IRA rollovers, 401k Rollovers, Education Funding, Protection..., Small Business, Long-term Care
Education
Los Angeles City College 1978 — 1981
Associate's Degree, Business, Management, Marketing, and Related Support Services
Raymond Foley Raymond Foley's New York Life Insurance Company Experience May 2015 - Present
Job Consultant at New York Life
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Craig Scott Capital, LLC March 2014 - May 2015
Waterzooi Belgian Bistro March 2012 - November 2014
Oppenheimer & Co. January 2013 - May 2013
MetLife June 2011 - August 2011
Skills
Series 7, Series 63, Financial Services, Public Relations, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Teamwork, Public Speaking, Social Media, Analysis, Research, Leadership, Sales, Financial Analysis, English, Java, Social Networking, Finance, Communication, Management, Investments, Windows, Team Building, Team Leadership
Education
Long Island University, C.W. Post Campus 2012 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
New York Life Insurance Company May 2015 - Present
Craig Scott Capital, LLC March 2014 - May 2015
Waterzooi Belgian Bistro March 2012 - November 2014
Oppenheimer & Co. January 2013 - May 2013
MetLife June 2011 - August 2011
Skills
Series 7, Series 63, Financial Services, Public Relations, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Teamwork, Public Speaking, Social Media, Analysis, Research, Leadership, Sales, Financial Analysis, English, Java, Social Networking, Finance, Communication, Management, Investments, Windows, Team Building, Team Leadership
Education
Long Island University, C.W. Post Campus 2012 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Ahsan Shah's New York Life Insurance Company Experience May 2003 - May 2004
Job Global Alliances Director@ AirWatch by VMware
Industry Computer Software
Experience
AirWatch by VMware May 2013 - Present
Vodafone Global Enterprise September 2010 - September 2012
AT&T February 2009 - September 2010
AT&T February 2007 - February 2009
PricewaterhouseCoopers May 2004 - August 2004
New York Life Insurance Company May 2003 - May 2004
Skills
Solution Selling, CRM, Strategy, Business Development, Enterprise Software, Business Strategy, Management, Sales, Leadership, Go-to-market Strategy, Strategic Partnerships, Team Leadership, Global Business..., Matrix Management, Managed Services, Direct Sales, Pre-sales, Project Management, Data Center, New Business Development, Building Relationships, Risk Management, Salesforce.com, Program Management, Integration, Channel Partners, Mobile Communications, Social Networking, Security, Business Process..., Contract Negotiation, Strategic Account..., VoIP, SaaS, Social Media, P&L Management, Consulting, Start-ups, Cultural Awareness, Networking, Sales Operations, Technological Innovation, Foreign Languages, Global..., P&L Responsibility, Foreign Affairs, Target Account Selling, Social Marketing, Management Consulting, Partner Management
Education
University of Mississippi
Finance, Investments and Securities
Louisiana State University
Finance
Stanford University
AirWatch by VMware May 2013 - Present
Vodafone Global Enterprise September 2010 - September 2012
AT&T February 2009 - September 2010
AT&T February 2007 - February 2009
PricewaterhouseCoopers May 2004 - August 2004
New York Life Insurance Company May 2003 - May 2004
Skills
Solution Selling, CRM, Strategy, Business Development, Enterprise Software, Business Strategy, Management, Sales, Leadership, Go-to-market Strategy, Strategic Partnerships, Team Leadership, Global Business..., Matrix Management, Managed Services, Direct Sales, Pre-sales, Project Management, Data Center, New Business Development, Building Relationships, Risk Management, Salesforce.com, Program Management, Integration, Channel Partners, Mobile Communications, Social Networking, Security, Business Process..., Contract Negotiation, Strategic Account..., VoIP, SaaS, Social Media, P&L Management, Consulting, Start-ups, Cultural Awareness, Networking, Sales Operations, Technological Innovation, Foreign Languages, Global..., P&L Responsibility, Foreign Affairs, Target Account Selling, Social Marketing, Management Consulting, Partner Management
Education
University of Mississippi
Finance, Investments and Securities
Louisiana State University
Finance
Stanford University
Tina Barcklay's New York Life Insurance Company Experience April 2015 - Present
Job Customer Service Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
HMC Group August 2000 - April 2014
Skills
Insurance, Management, Healthcare, Accounts Receivable, Accounting, HIPAA, Medicare, Medicaid, Process Improvement, Invoicing, Managed Care, Healthcare Management, Healthcare Information..., Access, Hospitals, Outlook, Health Insurance, Microsoft Excel, Analysis, Accounts Payable, Microsoft Office, Healthcare Industry, Data Entry, PeopleSoft, Software Documentation, Business Process..., Data Analysis, Financial Analysis, Financial Reporting, Auditing, Operations Management, Microsoft Word, Quality Assurance, Administration, Claim, Spreadsheets, Team Leadership, Call Centers, Customer Service
Education
Lorain County Community College 1998 — 1999
Elyria west high school 1988 — 1992
Diploma, College prep
New York Life Insurance Company April 2015 - Present
HMC Group August 2000 - April 2014
Skills
Insurance, Management, Healthcare, Accounts Receivable, Accounting, HIPAA, Medicare, Medicaid, Process Improvement, Invoicing, Managed Care, Healthcare Management, Healthcare Information..., Access, Hospitals, Outlook, Health Insurance, Microsoft Excel, Analysis, Accounts Payable, Microsoft Office, Healthcare Industry, Data Entry, PeopleSoft, Software Documentation, Business Process..., Data Analysis, Financial Analysis, Financial Reporting, Auditing, Operations Management, Microsoft Word, Quality Assurance, Administration, Claim, Spreadsheets, Team Leadership, Call Centers, Customer Service
Education
Lorain County Community College 1998 — 1999
Elyria west high school 1988 — 1992
Diploma, College prep
Melvin R. Mattocks, Jr. Melvin R. Mattocks, Jr.'s New York Life Insurance Company Experience January 2014 - May 2014
Job Manager, Engineering at Wyndham Worldwide
Industry Hospitality
Experience
Wyndham Worldwide June 2014 - Present
New York Life Insurance Company January 2014 - May 2014
New York Life Insurance Company September 2005 - December 2013
New York Life Insurance Company April 2002 - September 2005
New York Life Insurance Company March 1997 - April 2002
New York Life Insurance Company December 1994 - March 1997
New York Life Insurance Company November 1993 - December 1994
New York Life Insurance Company March 1992 - November 1993
New York Life Insurance Company November 1989 - March 1992
New York Life Insurance Company July 1988 - November 1989
Skills
VMware, Active Directory, Disaster Recovery, VMware ESX, DNS, Windows Server, Servers, Virtualization, System Administration, VMware Infrastructure, P2V, HP Server Hardware, Citrix, VDI, Microsoft, Altiris, DHCP, Group Policy, Blade Technology, Data Center, ITIL, EMC Storage, vSphere, Windows, Enterprise Architecture, HP, Security, SAN, Server Architecture, Netbackup, VMware vSphere
Education
Grumman Data Systems Institute 1988 — 1988
Diploma, Computer Programming, Specific Applications
Long Island University, C.W. Post Campus 1982 — 1987
B.A., Economics, Business
Wyndham Worldwide June 2014 - Present
New York Life Insurance Company January 2014 - May 2014
New York Life Insurance Company September 2005 - December 2013
New York Life Insurance Company April 2002 - September 2005
New York Life Insurance Company March 1997 - April 2002
New York Life Insurance Company December 1994 - March 1997
New York Life Insurance Company November 1993 - December 1994
New York Life Insurance Company March 1992 - November 1993
New York Life Insurance Company November 1989 - March 1992
New York Life Insurance Company July 1988 - November 1989
Skills
VMware, Active Directory, Disaster Recovery, VMware ESX, DNS, Windows Server, Servers, Virtualization, System Administration, VMware Infrastructure, P2V, HP Server Hardware, Citrix, VDI, Microsoft, Altiris, DHCP, Group Policy, Blade Technology, Data Center, ITIL, EMC Storage, vSphere, Windows, Enterprise Architecture, HP, Security, SAN, Server Architecture, Netbackup, VMware vSphere
Education
Grumman Data Systems Institute 1988 — 1988
Diploma, Computer Programming, Specific Applications
Long Island University, C.W. Post Campus 1982 — 1987
B.A., Economics, Business
Richard Frink Richard Frink's New York Life Insurance Company Experience September 1994 - December 2010
Job Vice President, National Sales Manager at AXA Distributors, LLC
Industry Investment Management
Experience
AXA US October 2011 - Present
New York Life Insurance Company September 1994 - December 2010
The Hanover Insurance Group May 1989 - September 1994
Cigna April 1986 - August 1989
Skills
Retirement Planning, Sales Operations, Retirement, 401k, Sales, Financial Services, Mutual Funds, Series 63
Education
Long Island University 1980 — 1984
Bachelor's Degree, Geology/ Mathematics
AXA US October 2011 - Present
New York Life Insurance Company September 1994 - December 2010
The Hanover Insurance Group May 1989 - September 1994
Cigna April 1986 - August 1989
Skills
Retirement Planning, Sales Operations, Retirement, 401k, Sales, Financial Services, Mutual Funds, Series 63
Education
Long Island University 1980 — 1984
Bachelor's Degree, Geology/ Mathematics
Chingis Selvin Chingis Selvin's New York Life Insurance Company Experience October 2009 - March 2011
Job Live Free Tax Free
Industry Financial Services
Experience
Vanguard Consulting Financial AdvisorVanguard ConsultingApril 2012 - Present
New York Life Insurance Company October 2009 - March 2011
AMP Design Corp March 2001 - September 2009
Cargill Investor Services May 1999 - January 2003
Morgan Stanley Dean Witter October 1997 - September 1998
Skills
Real Estate, Negotiation, Contract Negotiation, Marketing Strategy, New Business Development, Residential Homes, Investment Properties, Public Relations, Social Media, Property Management, Investments, Real Estate Development, Selling, Marketing, Account Management, Customer Service, Strategy, Business Planning, Project Management, Entrepreneurship, CRM, Strategic Financial..., Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning
Education
Moscow State University 1986 — 1990
BA, English Language and English Literature
Vanguard Consulting Financial AdvisorVanguard ConsultingApril 2012 - Present
New York Life Insurance Company October 2009 - March 2011
AMP Design Corp March 2001 - September 2009
Cargill Investor Services May 1999 - January 2003
Morgan Stanley Dean Witter October 1997 - September 1998
Skills
Real Estate, Negotiation, Contract Negotiation, Marketing Strategy, New Business Development, Residential Homes, Investment Properties, Public Relations, Social Media, Property Management, Investments, Real Estate Development, Selling, Marketing, Account Management, Customer Service, Strategy, Business Planning, Project Management, Entrepreneurship, CRM, Strategic Financial..., Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning
Education
Moscow State University 1986 — 1990
BA, English Language and English Literature
Kenneth Victor's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Bank of America July 2012 - March 2013
Bank of America July 2011 - July 2012
Bank of America November 2009 - July 2011
US Bank March 2008 - September 2009
US Bank (formerly Downey Savings) March 2008 - September 2009
Union Bank of California May 2007 - December 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Finance
Education
Los Angeles Valley College 1998 — 2000
AA, Business
Los Angeles Valley College
AA Degree, mortgage
New York Life Insurance Company January 2014 - Present
Bank of America July 2012 - March 2013
Bank of America July 2011 - July 2012
Bank of America November 2009 - July 2011
US Bank March 2008 - September 2009
US Bank (formerly Downey Savings) March 2008 - September 2009
Union Bank of California May 2007 - December 2007
Skills
Credit, Banking, Mortgage Lending, Loans, Finance
Education
Los Angeles Valley College 1998 — 2000
AA, Business
Los Angeles Valley College
AA Degree, mortgage
Jim Lensing's New York Life Insurance Company Experience August 2010 - January 2015
Job Producer at Lensing, Lensing, Cunningham & Hager, Inc.
Industry Insurance
Experience
Lensing, Lensing, Cunningham & Hager, Inc. October 2012 - Present
New York Life Insurance Company August 2010 - January 2015
Skills
Crop Protection, Crop Insurance, Risk Management, Commercial Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Homeowners, Automotive
Education
Louisiana State University 2005 — 2009
Bachelor's degree, Agricultural Business and Management
Lensing, Lensing, Cunningham & Hager, Inc. October 2012 - Present
New York Life Insurance Company August 2010 - January 2015
Skills
Crop Protection, Crop Insurance, Risk Management, Commercial Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Homeowners, Automotive
Education
Louisiana State University 2005 — 2009
Bachelor's degree, Agricultural Business and Management
Paul Skillestad's New York Life Insurance Company Experience 2007 - Present
Job Financial Services Professional New York Life 2145877300
Industry Financial Services
Experience
NYLIFE Securities, LLC 2007 - Present
New York Life Insurance Company 2007 - Present
Supreme Lending 2002 - 2006
Verizon 1999 - 2002
Landlock Seafood 1988 - 1998
Skills
Retirement, Investments, Financial Services, Life Insurance, Insurance, Term Life Insurance, Estate Planning, Sales, Small Business, Retirement Planning, Selling, 401k Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Business Exit Strategy, Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Customer Insight, Customer Relations, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding..., Gifting Strategies, Grandchild Gifting, Key Person Insurance, Leadership, Legacies, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance Stategies, Lifetime Income..., Multi-generational..., Multi-generational..., Networking, Permanent Life Insurance, Personal Finance, Protection..., Succession Planning, Business, Securities, Team Building, Variable Annuities, Wealth
Education
University of New Orleans 1980 — 1982
Hotel Restaurant & Tourism
Louisiana Tech University 1977 — 1981
Business
Oliver Perry Walker 1974 — 1977
HS
NYLIFE Securities, LLC 2007 - Present
New York Life Insurance Company 2007 - Present
Supreme Lending 2002 - 2006
Verizon 1999 - 2002
Landlock Seafood 1988 - 1998
Skills
Retirement, Investments, Financial Services, Life Insurance, Insurance, Term Life Insurance, Estate Planning, Sales, Small Business, Retirement Planning, Selling, 401k Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Business Exit Strategy, Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Customer Insight, Customer Relations, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding..., Gifting Strategies, Grandchild Gifting, Key Person Insurance, Leadership, Legacies, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance Stategies, Lifetime Income..., Multi-generational..., Multi-generational..., Networking, Permanent Life Insurance, Personal Finance, Protection..., Succession Planning, Business, Securities, Team Building, Variable Annuities, Wealth
Education
University of New Orleans 1980 — 1982
Hotel Restaurant & Tourism
Louisiana Tech University 1977 — 1981
Business
Oliver Perry Walker 1974 — 1977
HS
Adam Walley's New York Life Insurance Company Experience July 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Education
Louisiana Delta Community College-Monroe Campus
Business Administration and Management, General
New York Life Insurance Company July 2015 - Present
Education
Louisiana Delta Community College-Monroe Campus
Business Administration and Management, General
Jonathan Levenson's New York Life Insurance Company Experience June 2014 - May 2015
Job Financial Services Professional at Guardian
Industry Financial Services
Experience
Guardian Life May 2015 - Present
New York Life Insurance Company June 2014 - May 2015
Whitney National Bank January 2012 - June 2014
Medical Components Interventional June 2008 - December 2011
Skills
Sales Management, Cold Calling, Sales Process, Sales, New Business Development, Orthopedic, Operating Room, Marketing, Customer Service, Strategic Planning, Medical Devices, Business Development, Surgeons, Negotiation, Healthcare, Capital Equipment, Surgery, Cardiology, Hospitals, General Surgery, Insurance, Disposables, Medical Sales, Vascular, Interventional..., Sales Operations, Employee Benefits, Relationship Management, Wealth Preservation..., Business Networking, Risk Management, Business Insurance..., Retirement Income...
Education
Louisiana State University 2002 — 2008
American Institute of Medical Sales (AIMS) 2010 — 2010
Guardian Life May 2015 - Present
New York Life Insurance Company June 2014 - May 2015
Whitney National Bank January 2012 - June 2014
Medical Components Interventional June 2008 - December 2011
Skills
Sales Management, Cold Calling, Sales Process, Sales, New Business Development, Orthopedic, Operating Room, Marketing, Customer Service, Strategic Planning, Medical Devices, Business Development, Surgeons, Negotiation, Healthcare, Capital Equipment, Surgery, Cardiology, Hospitals, General Surgery, Insurance, Disposables, Medical Sales, Vascular, Interventional..., Sales Operations, Employee Benefits, Relationship Management, Wealth Preservation..., Business Networking, Risk Management, Business Insurance..., Retirement Income...
Education
Louisiana State University 2002 — 2008
American Institute of Medical Sales (AIMS) 2010 — 2010
Jillian Taylor Basped's New York Life Insurance Company Experience May 2009 - August 2009
Job Marketing Director at The Oak Cliff Chamber of Commerce
Industry Public Relations and Communications
Experience
Oak Cliff Chamber Of Commerce July 2014 - Present
The Dallas Zoo October 2013 - July 2014
Ridglea Country Club June 2013 - August 2013
Post Matters, LLC June 2012 - May 2013
Louisiana Radio Network and Tiger Rag Magazine July 2012 - October 2012
LSU Student Media March 2012 - June 2012
LSU Student Media - KLSU December 2011 - March 2012
Exerfit Family Fitness May 2011 - August 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Post Production, Video, Television, Social Media, HD Video, Facebook, Public Relations, Event Planning, Public Speaking, Social Networking, Press Releases, PowerPoint, Microsoft Office, Editing, Social Media Marketing, Microsoft Excel, Advertising, Copywriting, Blogging, Publicity
Education
Louisiana State University 2008 — 2012
B.A., Mass Communications: Public Relations; Minor: Business
Louisiana State University 2008 — 2012
Bachelor's degree, Mass Communication/Public Relations
Oak Cliff Chamber Of Commerce July 2014 - Present
The Dallas Zoo October 2013 - July 2014
Ridglea Country Club June 2013 - August 2013
Post Matters, LLC June 2012 - May 2013
Louisiana Radio Network and Tiger Rag Magazine July 2012 - October 2012
LSU Student Media March 2012 - June 2012
LSU Student Media - KLSU December 2011 - March 2012
Exerfit Family Fitness May 2011 - August 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Post Production, Video, Television, Social Media, HD Video, Facebook, Public Relations, Event Planning, Public Speaking, Social Networking, Press Releases, PowerPoint, Microsoft Office, Editing, Social Media Marketing, Microsoft Excel, Advertising, Copywriting, Blogging, Publicity
Education
Louisiana State University 2008 — 2012
B.A., Mass Communications: Public Relations; Minor: Business
Louisiana State University 2008 — 2012
Bachelor's degree, Mass Communication/Public Relations
Rebecca Cangelosi's New York Life Insurance Company Experience January 2000 - January 2010
Job Petroleum Landman at John M. Castille, II & Associates, APLC
Industry Oil & Energy
Experience
John M. Castille, II & Associates, APLC January 2015 - Present
Jefferson Oaks Behavorial Health Clinic February 2015 - May 2015
BETA Land Services August 2010 - February 2015
New York Life Insurance Company January 2000 - January 2010
Reading Is Fun January 1991 - January 1999
Skills
Energy Industry, Petroleum, Contract Negotiation, Energy, Leases, Microsoft Excel, Due Diligence, Natural Gas, Project Management, Microsoft Office, Negotiation, Leadership, Management, Training, Pipelines, Microsoft Word, Supervisory Skills, Sales, Teamwork, Real Estate, Insurance, Right-of-Way Acquisition
Education
Louisiana State University
Business
John M. Castille, II & Associates, APLC January 2015 - Present
Jefferson Oaks Behavorial Health Clinic February 2015 - May 2015
BETA Land Services August 2010 - February 2015
New York Life Insurance Company January 2000 - January 2010
Reading Is Fun January 1991 - January 1999
Skills
Energy Industry, Petroleum, Contract Negotiation, Energy, Leases, Microsoft Excel, Due Diligence, Natural Gas, Project Management, Microsoft Office, Negotiation, Leadership, Management, Training, Pipelines, Microsoft Word, Supervisory Skills, Sales, Teamwork, Real Estate, Insurance, Right-of-Way Acquisition
Education
Louisiana State University
Business
Circe Cox Circe Cox's New York Life Insurance Company Experience April 2009 - February 2011
Job Business Development Officer at VEDC
Industry Financial Services
Experience
VEDC April 2012 - Present
Sirolli Institute International Inc May 2010 - December 2012
New York Life Insurance Company April 2009 - February 2011
NEW Economics for Women October 2007 - February 2008
VEDC March 2001 - October 2007
Skills
Loans, Management, Customer Service, Banking, Financial Analysis, Risk Management, Strategic Planning, Leadership, Sales, Credit Analysis, Business Analysis, Finance, Credit, Public Speaking, Small Business, Program Management, Business Development, Team Building, Marketing, Community Outreach, Public Relations, Nonprofits, Budgets, Business Planning, Start-ups
Education
Instituto Tecnologico Ciudad Guzman 1983 — 1986
Bachelor's Degree, Accounting
Long Beach City College 1991 — 1994
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
VEDC April 2012 - Present
Sirolli Institute International Inc May 2010 - December 2012
New York Life Insurance Company April 2009 - February 2011
NEW Economics for Women October 2007 - February 2008
VEDC March 2001 - October 2007
Skills
Loans, Management, Customer Service, Banking, Financial Analysis, Risk Management, Strategic Planning, Leadership, Sales, Credit Analysis, Business Analysis, Finance, Credit, Public Speaking, Small Business, Program Management, Business Development, Team Building, Marketing, Community Outreach, Public Relations, Nonprofits, Budgets, Business Planning, Start-ups
Education
Instituto Tecnologico Ciudad Guzman 1983 — 1986
Bachelor's Degree, Accounting
Long Beach City College 1991 — 1994
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Evan Martin Evan Martin's New York Life Insurance Company Experience May 2014 - November 2014
Job Event Coordinator at Loyola Marymount University
Industry Education Management
Experience
Loyola Marymount University March 2015 - Present
Beverly Hills Academics November 2014 - March 2015
New York Life Insurance Company May 2014 - November 2014
Loyola Marymount University September 2010 - May 2014
Hollister Co. January 2010 - August 2012
Skills
Financial Services, Retirement Planning, Event Planning, Sales, Finance, Time Management, Management, Public Speaking, Microsoft Word, Social Media, Customer Service, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Social Networking, Leadership
Education
Loyola Marymount University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
De La Salle High School 2006 — 2010
Loyola Marymount University March 2015 - Present
Beverly Hills Academics November 2014 - March 2015
New York Life Insurance Company May 2014 - November 2014
Loyola Marymount University September 2010 - May 2014
Hollister Co. January 2010 - August 2012
Skills
Financial Services, Retirement Planning, Event Planning, Sales, Finance, Time Management, Management, Public Speaking, Microsoft Word, Social Media, Customer Service, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Social Networking, Leadership
Education
Loyola Marymount University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
De La Salle High School 2006 — 2010
Bryan Khamvongsa Bryan Khamvongsa's New York Life Insurance Company Experience January 2012 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2012 - Present
Monsanto Company July 2000 - August 2011
Hexel Corporation September 1997 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Insurance, Sales, Small Business, Team Building
Education
GA Institue of Technology 1991 — 1993
Master of Science (MS), Polymer Chemistry, 3.0
Long Island University-Brentwood Campus 1988 — 1990
Master of Business Administration (MBA), Finance and Financial Management Services, 3.1
Piedmont College 1982 — 1986
Bachelor of Science (BS), Chemistry and Biology, 3.2
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2012 - Present
Monsanto Company July 2000 - August 2011
Hexel Corporation September 1997 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Insurance, Sales, Small Business, Team Building
Education
GA Institue of Technology 1991 — 1993
Master of Science (MS), Polymer Chemistry, 3.0
Long Island University-Brentwood Campus 1988 — 1990
Master of Business Administration (MBA), Finance and Financial Management Services, 3.1
Piedmont College 1982 — 1986
Bachelor of Science (BS), Chemistry and Biology, 3.2
christopher raha christopher raha's New York Life Insurance Company Experience July 2013 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2013 - Present
Liberty Mutual Insurance January 2011 - July 2013
Liberty Mutual Insurance 2011 - 2013
Contemporary Pools June 2003 - August 2009
Skills
Insurance, Property & Casualty..., Life Insurance, Sales, Underwriting, Account Management, Umbrella Insurance, Term Life Insurance, Strategic Planning, Employee Benefits
Education
Longwood University
Bachelor of Business Administration (B.B.A.), Finance and Real Estate Developement
New York Life Insurance Company July 2013 - Present
Liberty Mutual Insurance January 2011 - July 2013
Liberty Mutual Insurance 2011 - 2013
Contemporary Pools June 2003 - August 2009
Skills
Insurance, Property & Casualty..., Life Insurance, Sales, Underwriting, Account Management, Umbrella Insurance, Term Life Insurance, Strategic Planning, Employee Benefits
Education
Longwood University
Bachelor of Business Administration (B.B.A.), Finance and Real Estate Developement
Reco Williams's New York Life Insurance Company Experience April 2014 - Present
Job Registered representative with New York Life
Industry Insurance
Experience
New York Life Insurance Company April 2014 - Present
AmWINS Group January 2014 - April 2014
HealthMarkets Insurance Agency June 2011 - January 2013
TD Auto Finance September 2010 - June 2011
Novo1 May 2006 - August 2007
Access Health Inc July 2004 - March 2006
Star Tracks Video March 1998 - March 2001
Skills
Variable Products, Insurance, Training, Employee Benefits, Term Life Insurance, Recruiting, Health Insurance, Life Insurance, Sales, Customer Service, Long Term Care Insurance, Underwriting, Long-term Care, Fixed Annuities, Accident Insurance, Commercial Insurance, Public Speaking, Whole Life, Health Savings Accounts, Universal Life, Property & Casualty..., Variable Life, Variable Annuities, Casualty, Leadership, Sales Operations, Umbrella Insurance, Licensed Life & Health..., Team Building, Sales Management, Interviews, Retirement Planning, Retirement, Accident, Medicare, Onboarding, Applicant Tracking..., Staffing Services, Microsoft CRM, Cold Calling, Sourcing, Conference Speaking, Small Business, Healthcare, Marketing, Strategic Planning, Coaching, Motivational Speaking, Seminars, Securities
Education
Louisiana Tech University 1996 — 2003
Bachelor of Arts, Organizational Communication
Mississippi School for Mathematics and Science 1994 — 1996
High School DiplomaMississippi School, College Prep
New York Life Insurance Company April 2014 - Present
AmWINS Group January 2014 - April 2014
HealthMarkets Insurance Agency June 2011 - January 2013
TD Auto Finance September 2010 - June 2011
Novo1 May 2006 - August 2007
Access Health Inc July 2004 - March 2006
Star Tracks Video March 1998 - March 2001
Skills
Variable Products, Insurance, Training, Employee Benefits, Term Life Insurance, Recruiting, Health Insurance, Life Insurance, Sales, Customer Service, Long Term Care Insurance, Underwriting, Long-term Care, Fixed Annuities, Accident Insurance, Commercial Insurance, Public Speaking, Whole Life, Health Savings Accounts, Universal Life, Property & Casualty..., Variable Life, Variable Annuities, Casualty, Leadership, Sales Operations, Umbrella Insurance, Licensed Life & Health..., Team Building, Sales Management, Interviews, Retirement Planning, Retirement, Accident, Medicare, Onboarding, Applicant Tracking..., Staffing Services, Microsoft CRM, Cold Calling, Sourcing, Conference Speaking, Small Business, Healthcare, Marketing, Strategic Planning, Coaching, Motivational Speaking, Seminars, Securities
Education
Louisiana Tech University 1996 — 2003
Bachelor of Arts, Organizational Communication
Mississippi School for Mathematics and Science 1994 — 1996
High School DiplomaMississippi School, College Prep
Kyle Meche's New York Life Insurance Company Experience September 2012 - March 2014
Job Currently seeking (banking, finance)
Industry Financial Services
Experience
Alpha Control Services June 2014 - June 2015
New York Life Insurance Company September 2012 - March 2014
Bankers Life and Casualty May 2012 - September 2012
Baton Rouge Soccer Association August 2011 - December 2011
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Medicare, Term Life Insurance, Customer Service, Universal Life, Retirement, Investments, Fixed Annuities, Sales, Microsoft Office
Education
Louisiana State University 2007 — 2011
Bachelor of Science (BS), Sports Business
Lafayette High School 2003 — 2007
Alpha Control Services June 2014 - June 2015
New York Life Insurance Company September 2012 - March 2014
Bankers Life and Casualty May 2012 - September 2012
Baton Rouge Soccer Association August 2011 - December 2011
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Medicare, Term Life Insurance, Customer Service, Universal Life, Retirement, Investments, Fixed Annuities, Sales, Microsoft Office
Education
Louisiana State University 2007 — 2011
Bachelor of Science (BS), Sports Business
Lafayette High School 2003 — 2007
Ginger Keyes's New York Life Insurance Company Experience August 2015 - Present
Job Financial Services Professional with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Louisiana Delta Community College June 2014 - August 2015
Walters State Community College June 2013 - May 2014
Walters State Community College November 2010 - May 2013
20 years 1979 - 2000
Skills
Microsoft Office, Health Information..., HIPAA, HIT instructor, Department Budgeting, Sales Presentations, RHIA, Higher Education
Education
Louisiana Tech University 2011 — 2013
currently in graduate school, Health Informatics and Information Management
Louisiana Tech University 2006 — 2009
BS, Health Information Administration
New York Life Insurance Company August 2015 - Present
Louisiana Delta Community College June 2014 - August 2015
Walters State Community College June 2013 - May 2014
Walters State Community College November 2010 - May 2013
20 years 1979 - 2000
Skills
Microsoft Office, Health Information..., HIPAA, HIT instructor, Department Budgeting, Sales Presentations, RHIA, Higher Education
Education
Louisiana Tech University 2011 — 2013
currently in graduate school, Health Informatics and Information Management
Louisiana Tech University 2006 — 2009
BS, Health Information Administration
William Gabriel Vaccichi's New York Life Insurance Company Experience January 1989 - November 1993
Job HP Enterprise Services Global IT Delivery Leader Network Management and Application Solutions
Industry Information Technology and Services
Experience
Hewlett-Packard June 2013 - Present
Hewlett-Packard September 2005 - June 2013
Electronic Data Systems 2000 - 2005
Electronic Data Systems 1996 - 2000
Intech Software Solutions January 1993 - 1996
New York Life Insurance Company January 1989 - November 1993
IBM - Application Sales and Delivery 1986 - 1989
Skills
Service Delivery, Enterprise Architecture, IT Operations, ITIL, Networking, Data Center, Incident Management, DNS, Process Improvement, IT Management, System Deployment, HP, IT Outsourcing, DHCP, Software Development, Cloud Computing, Resource Management, Business Process..., Project Delivery, Network Architecture, Software Project..., Automation, DNS management, Network Engineering, Customer Service, IP management, Security Management, Portfolio Management, Product Management, Account Management, IT Service Management, Product Development, IPv6, Security Operations, Agile Methodologies, IT Service Delivery, Service Line Development, IPAM, Domain Registration, EDNS, Revenue Forecasting, Network Management..., System Automation, Software Design, Network Monitoring Tools, DDI, DDoS Mitigation, Financial Management, Automated Provisoning
Education
Tulane University 1991 — 1993
Information Systems
Louisiana State University 1981 — 1986
Architecture
Hewlett-Packard June 2013 - Present
Hewlett-Packard September 2005 - June 2013
Electronic Data Systems 2000 - 2005
Electronic Data Systems 1996 - 2000
Intech Software Solutions January 1993 - 1996
New York Life Insurance Company January 1989 - November 1993
IBM - Application Sales and Delivery 1986 - 1989
Skills
Service Delivery, Enterprise Architecture, IT Operations, ITIL, Networking, Data Center, Incident Management, DNS, Process Improvement, IT Management, System Deployment, HP, IT Outsourcing, DHCP, Software Development, Cloud Computing, Resource Management, Business Process..., Project Delivery, Network Architecture, Software Project..., Automation, DNS management, Network Engineering, Customer Service, IP management, Security Management, Portfolio Management, Product Management, Account Management, IT Service Management, Product Development, IPv6, Security Operations, Agile Methodologies, IT Service Delivery, Service Line Development, IPAM, Domain Registration, EDNS, Revenue Forecasting, Network Management..., System Automation, Software Design, Network Monitoring Tools, DDI, DDoS Mitigation, Financial Management, Automated Provisoning
Education
Tulane University 1991 — 1993
Information Systems
Louisiana State University 1981 — 1986
Architecture
Mitch Swinney's New York Life Insurance Company Experience January 1994 - June 1996
Job Association Manager at Community Management LLC
Industry Public Relations and Communications
Experience
Community Management, LLC April 2013 - Present
Community Management, LLC January 2013 - April 2013
Southern River Restaurants 1996 - 2012
New York Life Insurance Company January 1994 - June 1996
Skills
Restaurants, Restaurant Management, Customer Service, Training and Development, Marketing, Homeowner Association..., Leadership, Management, Training, Customer Satisfaction, Team Building, Sales, Leadership Development, Hospitality
Education
Louisiana State University 1989 — 1993
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Community Management, LLC April 2013 - Present
Community Management, LLC January 2013 - April 2013
Southern River Restaurants 1996 - 2012
New York Life Insurance Company January 1994 - June 1996
Skills
Restaurants, Restaurant Management, Customer Service, Training and Development, Marketing, Homeowner Association..., Leadership, Management, Training, Customer Satisfaction, Team Building, Sales, Leadership Development, Hospitality
Education
Louisiana State University 1989 — 1993
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
John Wahl John Wahl's New York Life Insurance Company Experience September 2013 - February 2014
Job Enrolled to Practice Before the IRS
Industry Financial Services
Experience
Representation Before the IRS June 2007 - Present
NYLIFE Securities LLC June 2014 - February 2015
New York Life Insurance Company September 2013 - February 2014
St. James Parish Public School System August 2011 - February 2014
Internal Revenue Service August 2003 - 2007
Internal Revenue Service October 1987 - July 2003
Skills
Life Insurance..., Retirement Planning, Investments, Wealth Preservation..., 401k Rollovers, Estate Planning, Small Business, Leadership, Risk Management, Annuity Sales, Asset Protection, Business Succession..., Business Insurance..., Buy-sell Agreements, Charitable Giving, Financial Services, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Life Insurance, Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Succession Planning, Term Life Insurance, Wealth Transfer..., Writing
Education
The George Washington University - School of Business 2005 — 2006
Associate's Certificate, Project Management
Louisiana State University 1981 — 1985
Bachelor of Science (B.S.), Secondary Education and Teaching
Representation Before the IRS June 2007 - Present
NYLIFE Securities LLC June 2014 - February 2015
New York Life Insurance Company September 2013 - February 2014
St. James Parish Public School System August 2011 - February 2014
Internal Revenue Service August 2003 - 2007
Internal Revenue Service October 1987 - July 2003
Skills
Life Insurance..., Retirement Planning, Investments, Wealth Preservation..., 401k Rollovers, Estate Planning, Small Business, Leadership, Risk Management, Annuity Sales, Asset Protection, Business Succession..., Business Insurance..., Buy-sell Agreements, Charitable Giving, Financial Services, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Life Insurance, Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Succession Planning, Term Life Insurance, Wealth Transfer..., Writing
Education
The George Washington University - School of Business 2005 — 2006
Associate's Certificate, Project Management
Louisiana State University 1981 — 1985
Bachelor of Science (B.S.), Secondary Education and Teaching
Corey C. Sullivan Corey C. Sullivan's New York Life Insurance Company Experience May 2012 - Present
Job Dedicated to helping families and business owners protect and build their financial assets.
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
City of Virginia Beach Multimedia Services February 2000 - May 2012
WAVY-TV June 1999 - February 2000
Skills
Social Networking, Adobe Creative Suite, Public Relations, Life Insurance, Retirement Planning, Money Management, Disability Insurance, Investments, Retirement Savings, Roth IRA, IRAs, Insurance, Executive Benefit..., 401k Rollovers, Wealth Accumulation, Qualified Retirement..., College Funding..., Long Term Care Insurance, Saving for Education, Asset Protection, Employee Benefits, Retirement, College Savings Plans, Annuity Sales, Business Strategy, Key Person Protection, Key Person Insurance, Variable Annuities, Gifting Strategies, Legacies, Photography, Small Business, Business Owner Planning, Multi-generational..., Licensed Life Insurance..., Succession Planning, Protection..., Social Media, Media Relations, Final Cut Pro, Wealth Preservation..., Broadcast, Photoshop, Graphic Design, Marketing Communications, Email Marketing, Soccer
Education
Lock Haven University of Pennsylvania 1989 — 1993
BA, Mass Communications
Caesar Rodney Senior High School 1985 — 1989
New York Life Insurance Company May 2012 - Present
City of Virginia Beach Multimedia Services February 2000 - May 2012
WAVY-TV June 1999 - February 2000
Skills
Social Networking, Adobe Creative Suite, Public Relations, Life Insurance, Retirement Planning, Money Management, Disability Insurance, Investments, Retirement Savings, Roth IRA, IRAs, Insurance, Executive Benefit..., 401k Rollovers, Wealth Accumulation, Qualified Retirement..., College Funding..., Long Term Care Insurance, Saving for Education, Asset Protection, Employee Benefits, Retirement, College Savings Plans, Annuity Sales, Business Strategy, Key Person Protection, Key Person Insurance, Variable Annuities, Gifting Strategies, Legacies, Photography, Small Business, Business Owner Planning, Multi-generational..., Licensed Life Insurance..., Succession Planning, Protection..., Social Media, Media Relations, Final Cut Pro, Wealth Preservation..., Broadcast, Photoshop, Graphic Design, Marketing Communications, Email Marketing, Soccer
Education
Lock Haven University of Pennsylvania 1989 — 1993
BA, Mass Communications
Caesar Rodney Senior High School 1985 — 1989
Ed Wallace's New York Life Insurance Company Experience July 2010 - May 2011
Job Experienced Senior Account Executive
Industry Telecommunications
Experience
Time Warner Cable March 2013 - August 2013
Level 3 Communications December 2011 - February 2013
New York Life Insurance Company July 2010 - May 2011
XO Communications August 2005 - October 2009
Skills
15 years Telcom..., Networking, Co-location, Managed Services, Telecommunications, Direct Sales, Sales, Leadership, MPLS, Solution Selling, VoIP, Sales Process, Account Management, Salesforce.com, Sales Operations, Unified Communications, Contract Negotiation, Enterprise Software, Disaster Recovery, Selling, Call Centers, Wireless, Cloud Computing, Channel Partners, Telephony, SaaS, Professional Services, Cold Calling, Customer Retention, Data Center, Strategic Partnerships, Ethernet, SIP Trunking, IP, Broadband, SIP, WAN, T1, Management, Sales Management, New Business Development, Business Development, Team Building
Education
Los Angeles City College 1980 — 1982
AA, Business Administration
Time Warner Cable March 2013 - August 2013
Level 3 Communications December 2011 - February 2013
New York Life Insurance Company July 2010 - May 2011
XO Communications August 2005 - October 2009
Skills
15 years Telcom..., Networking, Co-location, Managed Services, Telecommunications, Direct Sales, Sales, Leadership, MPLS, Solution Selling, VoIP, Sales Process, Account Management, Salesforce.com, Sales Operations, Unified Communications, Contract Negotiation, Enterprise Software, Disaster Recovery, Selling, Call Centers, Wireless, Cloud Computing, Channel Partners, Telephony, SaaS, Professional Services, Cold Calling, Customer Retention, Data Center, Strategic Partnerships, Ethernet, SIP Trunking, IP, Broadband, SIP, WAN, T1, Management, Sales Management, New Business Development, Business Development, Team Building
Education
Los Angeles City College 1980 — 1982
AA, Business Administration
Moses Gazazian's New York Life Insurance Company Experience February 1995 - September 1997
Job President at Pro One Insurance Services, Inc
Industry Insurance
Experience
Pro-One Insurance Services, Inc. March 2005 - Present
Pro One Insurance Services, Inc March 2005 - Present
New York Life Insurance Company February 1995 - September 1997
Van Nuys California January 1981 - January 1989
Skills
Personal Finance, Business Management, Workers Compensation, Health, Home, Disability Insurance, Insurance, Business, Life Insurance, D&O, Professional Liability, Commercial Insurance, Employment Practices..., Homeowners, Claim, We will get you the..., Property & Casualty..., Health Insurance, Inland Marine, Umbrella Insurance, Legal Liability, Employee Benefits, Casualty, Universal Life, Liability, Whole Life, Renters, Accident, Insurance Brokerage, Surety Bonds, Brokers, Excess, Liability Analysis, Group Insurance, Captives, Fixed Annuities, Motorcycle, Agents, Property Damage, Term Life Insurance, General Insurance, IRAs
Education
Los Angeles Valley College 1980 — 1983
Business Management
Other 1979 — 1981
Pro-One Insurance Services, Inc. March 2005 - Present
Pro One Insurance Services, Inc March 2005 - Present
New York Life Insurance Company February 1995 - September 1997
Van Nuys California January 1981 - January 1989
Skills
Personal Finance, Business Management, Workers Compensation, Health, Home, Disability Insurance, Insurance, Business, Life Insurance, D&O, Professional Liability, Commercial Insurance, Employment Practices..., Homeowners, Claim, We will get you the..., Property & Casualty..., Health Insurance, Inland Marine, Umbrella Insurance, Legal Liability, Employee Benefits, Casualty, Universal Life, Liability, Whole Life, Renters, Accident, Insurance Brokerage, Surety Bonds, Brokers, Excess, Liability Analysis, Group Insurance, Captives, Fixed Annuities, Motorcycle, Agents, Property Damage, Term Life Insurance, General Insurance, IRAs
Education
Los Angeles Valley College 1980 — 1983
Business Management
Other 1979 — 1981
Maria Gregoriev's New York Life Insurance Company Experience June 2009 - December 2009
Job Registered Representative at Financial Services
Industry Financial Services
Experience
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Jeffery Trammell's New York Life Insurance Company Experience January 1997 - December 1997
Job Investment Adviser Representative/Office of Supervisory Jurisdiction at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners February 2007 - Present
Pelican Advisory Group September 2000 - February 2007
Pelican Advisory Group January 2001 - February 2004
Mass Mutual Life Insurance Company January 1998 - August 2000
New York Life Insurance Company January 1997 - December 1997
New York Life Insurance Company September 1995 - January 1997
Bank One, N.A. January 1994 - September 1995
JMC Capital Management November 1992 - January 1994
University of New Orleans January 1992 - December 1993
Bank One, N.A./Premier Bancorp, Louisiana May 1990 - January 1992
Skills
Strategic Financial...
Education
University of New Orleans 1992 — 1993
MBA
Louisiana State University 1984 — 1990
BS, Finance
CSBS
Louisiana State University
ING Financial Partners February 2007 - Present
Pelican Advisory Group September 2000 - February 2007
Pelican Advisory Group January 2001 - February 2004
Mass Mutual Life Insurance Company January 1998 - August 2000
New York Life Insurance Company January 1997 - December 1997
New York Life Insurance Company September 1995 - January 1997
Bank One, N.A. January 1994 - September 1995
JMC Capital Management November 1992 - January 1994
University of New Orleans January 1992 - December 1993
Bank One, N.A./Premier Bancorp, Louisiana May 1990 - January 1992
Skills
Strategic Financial...
Education
University of New Orleans 1992 — 1993
MBA
Louisiana State University 1984 — 1990
BS, Finance
CSBS
Louisiana State University
Ben Buchanan's New York Life Insurance Company Experience May 2004 - May 2005
Job Account Director III/Hazardous Materials Coordinator at Crothall Healthcare
Industry Environmental Services
Experience
Crothall Healthcare December 2011 - Present
Crothall Healthcare February 2010 - February 2012
Crothall Services Group November 2008 - February 2010
Medi-Dyn Inc. March 2007 - November 2008
Medi-Dyn Inc. May 2005 - March 2007
New York Life Insurance Company May 2004 - May 2005
Skills
Problem Solving, Microsoft Office, Supervisory Skills, Budgeting, Budgets, Customer Service, Customer Satisfaction, Safety, Training, Leadership Development, Leadership, Hospitals, People Skills, Critical Thinking, Process Improvement, Operations Management, Team Building, Employee Relations, Management, Sales Process, Sales, Coaching, Inventory Management, Contract Negotiation, Healthcare, Payroll, Recruiting, Contract Management, Team Leadership, Interviews, Account Management, Strategic Planning, Performance Management, Hiring, Human Resources, Employee Training, Time Management, Negotiation
Education
Louisiana Tech University 2001 — 2005
Bachelor of Science (B.S.), Marketing
Crothall Healthcare December 2011 - Present
Crothall Healthcare February 2010 - February 2012
Crothall Services Group November 2008 - February 2010
Medi-Dyn Inc. March 2007 - November 2008
Medi-Dyn Inc. May 2005 - March 2007
New York Life Insurance Company May 2004 - May 2005
Skills
Problem Solving, Microsoft Office, Supervisory Skills, Budgeting, Budgets, Customer Service, Customer Satisfaction, Safety, Training, Leadership Development, Leadership, Hospitals, People Skills, Critical Thinking, Process Improvement, Operations Management, Team Building, Employee Relations, Management, Sales Process, Sales, Coaching, Inventory Management, Contract Negotiation, Healthcare, Payroll, Recruiting, Contract Management, Team Leadership, Interviews, Account Management, Strategic Planning, Performance Management, Hiring, Human Resources, Employee Training, Time Management, Negotiation
Education
Louisiana Tech University 2001 — 2005
Bachelor of Science (B.S.), Marketing
Patrick Hazelton's New York Life Insurance Company Experience May 2008 - October 2008
Job Experienced sales Executive
Industry Consumer Services
Experience
New York Life Insurance Company May 2008 - October 2008
Skills
Wealth Accumulation, Wealth, Protection, Fixed Annuities, IRAs, Term Life Insurance, Roth IRA, College Savings Plans, Disability Insurance, Retirement Planning, Universal Life, Long Term Care Insurance, Retirement, Buy-sell Agreements, 401k Rollovers, 529 Plans
Education
Louisiana Tech University 1998 — 2001
bs, Business
New York Life Insurance Company May 2008 - October 2008
Skills
Wealth Accumulation, Wealth, Protection, Fixed Annuities, IRAs, Term Life Insurance, Roth IRA, College Savings Plans, Disability Insurance, Retirement Planning, Universal Life, Long Term Care Insurance, Retirement, Buy-sell Agreements, 401k Rollovers, 529 Plans
Education
Louisiana Tech University 1998 — 2001
bs, Business
Daryl Ellis, CFP(R), CAP(R)'s New York Life Insurance Company Experience 1995 - Present
Job Ellis Insurance & Financial Group
Industry Financial Services
Experience
Ellis Insurance & Financial Group January 2009 - Present
New York Life Insurance Company 1995 - Present
Skills
Customer Service, Investments, 401k, Asset Management, Disability Insurance, Estate Planning, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Leadership, Life Insurance, Long-term Care, Mutual Funds, Marketing Strategy, Business Development, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Term Life Insurance, Wealth Management
Education
LSU 1988 — 1993
BA-Economics, Economics
Ellis Insurance & Financial Group January 2009 - Present
New York Life Insurance Company 1995 - Present
Skills
Customer Service, Investments, 401k, Asset Management, Disability Insurance, Estate Planning, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Leadership, Life Insurance, Long-term Care, Mutual Funds, Marketing Strategy, Business Development, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Term Life Insurance, Wealth Management
Education
LSU 1988 — 1993
BA-Economics, Economics
Charles Travis Albright's New York Life Insurance Company Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Squeal Bar-B-Q 2012 - Present
New York Life Insurance Company 2010 - 2012
Merrill Lynch 2008 - 2010
Italian Pie 2007 - 2008
D T Trading 2003 - 2007
D T Trading 1999 - 2003
A.G. Edwards & Sons, Inc. 1998 - 1999
Skills
Accounting, Equities, Finance, Financial Markets, Fixed Income, Investment Management, Investments, Management, Options, Sales Management, Strategic Financial..., Trading, Valuation
Education
Louisiana State University 1991 — 1997
Bachelor of General Studies, Minors in History, Political Science, Sociology
Squeal Bar-B-Q 2012 - Present
New York Life Insurance Company 2010 - 2012
Merrill Lynch 2008 - 2010
Italian Pie 2007 - 2008
D T Trading 2003 - 2007
D T Trading 1999 - 2003
A.G. Edwards & Sons, Inc. 1998 - 1999
Skills
Accounting, Equities, Finance, Financial Markets, Fixed Income, Investment Management, Investments, Management, Options, Sales Management, Strategic Financial..., Trading, Valuation
Education
Louisiana State University 1991 — 1997
Bachelor of General Studies, Minors in History, Political Science, Sociology
James Sorey's New York Life Insurance Company Experience 2000 - 2001
Job Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
LPL Financial October 2013 - January 2015
LPL Financial Services January 2007 - September 2013
LPL Financial January 2002 - 2007
New York Life Insurance Company 2000 - 2001
Transamerica Financial Solutions 1999 - 2000
Nicholas Applegate 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning, Recruiting, Management, Portfolio Management, Securities, Asset Management, Business Development, Finance, Financial Services, Investments, Series 63, Series 7, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA, Management
LSU 1991 — 1995
BA, International Trade and Finance
Lincoln Financial Group February 2015 - Present
LPL Financial October 2013 - January 2015
LPL Financial Services January 2007 - September 2013
LPL Financial January 2002 - 2007
New York Life Insurance Company 2000 - 2001
Transamerica Financial Solutions 1999 - 2000
Nicholas Applegate 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning, Recruiting, Management, Portfolio Management, Securities, Asset Management, Business Development, Finance, Financial Services, Investments, Series 63, Series 7, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA, Management
LSU 1991 — 1995
BA, International Trade and Finance
Cassandra Peca's New York Life Insurance Company Experience February 2014 - Present
Job Financial Services Professional helping Successful individuals and businesses in the Los Angeles area.
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company February 2014 - Present
Romance Novels October 2012 - February 2014
Fox Television April 2009 - February 2013
Skills
Customer Service, Social Media, Social Networking, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Education Funding..., Employee Benefits, Estate Planning, Financial Services, Legacy Planning, Licensed in Long-Term..., Licensed Life Insurance..., Retirement Planning, Building Relationships, Communication, Leadership, Public Speaking
Education
Loyola Marymount University 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company February 2014 - Present
Romance Novels October 2012 - February 2014
Fox Television April 2009 - February 2013
Skills
Customer Service, Social Media, Social Networking, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Education Funding..., Employee Benefits, Estate Planning, Financial Services, Legacy Planning, Licensed in Long-Term..., Licensed Life Insurance..., Retirement Planning, Building Relationships, Communication, Leadership, Public Speaking
Education
Loyola Marymount University 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business
Brendan Helm's New York Life Insurance Company Experience September 2008 - January 2011
Job Operations Manager at Cardiovascular Specialty Care Center, LLC
Industry Financial Services
Experience
Heart & Vascular Facility Management, LLC October 2011 - Present
Cardiovascular Specialty Care Center, LLC October 2011 - Present
Baton Rouge Cardiology Center March 2009 - October 2011
Baton Rouge Cardiology Center March 2009 - October 2011
New York Life Insurance Company September 2008 - January 2011
Medical/Management March 2009 - October 2010
New York Life Insurance Company September 2008 - March 2009
Harvey Honore Construction Company May 2007 - September 2007
Harvey Honore Construction Company May 2007 - September 2007
Baton Rouge Cardiology Center May 1998 - September 2001
Education
Louisiana State University 2006 — 2008
MBA, Finance, Business Administration
Louisiana State University
Master, Business Administration
Louisiana State University 2001 — 2006
Bachelor of Science, Finance
Catholic High School of Baton 1998 — 2001
High School, Finance
Heart & Vascular Facility Management, LLC October 2011 - Present
Cardiovascular Specialty Care Center, LLC October 2011 - Present
Baton Rouge Cardiology Center March 2009 - October 2011
Baton Rouge Cardiology Center March 2009 - October 2011
New York Life Insurance Company September 2008 - January 2011
Medical/Management March 2009 - October 2010
New York Life Insurance Company September 2008 - March 2009
Harvey Honore Construction Company May 2007 - September 2007
Harvey Honore Construction Company May 2007 - September 2007
Baton Rouge Cardiology Center May 1998 - September 2001
Education
Louisiana State University 2006 — 2008
MBA, Finance, Business Administration
Louisiana State University
Master, Business Administration
Louisiana State University 2001 — 2006
Bachelor of Science, Finance
Catholic High School of Baton 1998 — 2001
High School, Finance
Linda Funicello's New York Life Insurance Company Experience 1980 - 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Kerri Carman's New York Life Insurance Company Experience December 2008 - January 2011
Job CSA
Industry Financial Services
Experience
Citibank Personal Wealth Management October 2013 - Present
Capital One Bank, N.A. February 2012 - October 2013
NYLife Securities, Inc. January 2009 - January 2011
New York Life Insurance Company December 2008 - January 2011
First Empire Securities, Inc January 2006 - October 2008
1-800-ACCOUNTANT.COM, CORP January 2000 - January 2006
Skills
Microsoft Office, Bloomberg, Sales, Office Administration, Marketing Strategy, Strategic Partnerships, Fixed Income, Fixed Annuities, Variable Annuities, Sales Support Tools, Customer Service, Superior Client Service
Education
Long Island University, Southampton Campus 1989 — 1992
Citibank Personal Wealth Management October 2013 - Present
Capital One Bank, N.A. February 2012 - October 2013
NYLife Securities, Inc. January 2009 - January 2011
New York Life Insurance Company December 2008 - January 2011
First Empire Securities, Inc January 2006 - October 2008
1-800-ACCOUNTANT.COM, CORP January 2000 - January 2006
Skills
Microsoft Office, Bloomberg, Sales, Office Administration, Marketing Strategy, Strategic Partnerships, Fixed Income, Fixed Annuities, Variable Annuities, Sales Support Tools, Customer Service, Superior Client Service
Education
Long Island University, Southampton Campus 1989 — 1992
Sal Costa's New York Life Insurance Company Experience January 2007 - December 2008
Job Customer Service Rep IRS
Industry Consumer Services
Experience
Internal Revenue Service 2010 - Present
New York Life Insurance Company January 2007 - December 2008
The New York Times 1980 - 2005
Skills
Social Media, Publishing, Digital Media, Advertising Sales, Salesforce.com, Advertising, Social Media Marketing, Online Advertising
Education
LIU Post 1976 — 1977
Education; Permanent Secondary Certification NYS
State University of New York at Stony Brook 1970 — 1976
BA, MA, Anthropology
Internal Revenue Service 2010 - Present
New York Life Insurance Company January 2007 - December 2008
The New York Times 1980 - 2005
Skills
Social Media, Publishing, Digital Media, Advertising Sales, Salesforce.com, Advertising, Social Media Marketing, Online Advertising
Education
LIU Post 1976 — 1977
Education; Permanent Secondary Certification NYS
State University of New York at Stony Brook 1970 — 1976
BA, MA, Anthropology
Andrew Pollison's New York Life Insurance Company Experience September 2005 - September 2006
Job Senior Software Engineer at Lagrange Systems, Inc.
Industry Financial Services
Experience
Lagrange Systems, Inc. May 2013 - Present
Wall Street On Demand February 2010 - March 2013
Fetter Logic, Inc. November 2008 - February 2010
Vanguard September 2006 - April 2008
New York Life Insurance Company September 2005 - September 2006
Skills
T-SQL, Agile Methodologies, Business Analysis, Microsoft SQL Server, XML, SQL, C#, ASP.NET, Database Design, Scrum, Software Project..., Databases, SSRS, SDLC
Education
Lock Haven University of Pennsylvania 1999 — 2004
BS, Computer Information Systems, Business Admin, International Business
Lock Haven University of Pennsylvania
Lagrange Systems, Inc. May 2013 - Present
Wall Street On Demand February 2010 - March 2013
Fetter Logic, Inc. November 2008 - February 2010
Vanguard September 2006 - April 2008
New York Life Insurance Company September 2005 - September 2006
Skills
T-SQL, Agile Methodologies, Business Analysis, Microsoft SQL Server, XML, SQL, C#, ASP.NET, Database Design, Scrum, Software Project..., Databases, SSRS, SDLC
Education
Lock Haven University of Pennsylvania 1999 — 2004
BS, Computer Information Systems, Business Admin, International Business
Lock Haven University of Pennsylvania
Scott Freer's New York Life Insurance Company Experience December 2010 - December 2011
Job Assistant Manager
Industry Food & Beverages
Experience
Penn Station East Coast Subs July 2014 - Present
UPS Freight February 2012 - June 2014
New York Life Insurance Company December 2010 - December 2011
Skills
Customer Service, Microsoft Office, Account Management, Logistics, Sales Management, Customer Satisfaction, Cold Calling, New Business Development, Sales, Team Building, Contract Negotiation, Direct Sales, Sales Operations, Marketing, Inventory Management, Management
Education
Longwood University
BS, Business Administration with a Concentration in Marketing
Penn Station East Coast Subs July 2014 - Present
UPS Freight February 2012 - June 2014
New York Life Insurance Company December 2010 - December 2011
Skills
Customer Service, Microsoft Office, Account Management, Logistics, Sales Management, Customer Satisfaction, Cold Calling, New Business Development, Sales, Team Building, Contract Negotiation, Direct Sales, Sales Operations, Marketing, Inventory Management, Management
Education
Longwood University
BS, Business Administration with a Concentration in Marketing
Toby Van Zile, FLMI, ACS's New York Life Insurance Company Experience January 2002 - June 2006
Job Senior Underwriter at Transamerica
Industry Insurance
Experience
Transamerica March 2015 - Present
Genworth Financial March 2010 - March 2015
AIG American General June 2006 - June 2009
New York Life Insurance Company January 2002 - June 2006
New York Life Insurance Company September 1996 - January 2002
Education
Louisiana Tech University 1989 — 1993
BS, Management
Transamerica March 2015 - Present
Genworth Financial March 2010 - March 2015
AIG American General June 2006 - June 2009
New York Life Insurance Company January 2002 - June 2006
New York Life Insurance Company September 1996 - January 2002
Education
Louisiana Tech University 1989 — 1993
BS, Management
Sandra Scanni's New York Life Insurance Company Experience October 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company October 2013 - Present
Energy January 2004 - January 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Supplements to Employee..., Protection..., Retirement, Retirement Planning, Risk Management, Seminar Marketing, Succession Planning, Small Business, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Customer Service, English, IRAs, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Research, Team Building
Education
LIU Post 1986 — 1990
Bachelor's Degree, Finance
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company October 2013 - Present
Energy January 2004 - January 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Supplements to Employee..., Protection..., Retirement, Retirement Planning, Risk Management, Seminar Marketing, Succession Planning, Small Business, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Customer Service, English, IRAs, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Research, Team Building
Education
LIU Post 1986 — 1990
Bachelor's Degree, Finance
Richard Frink, ARPC's New York Life Insurance Company Experience March 2009 - December 2010
Job Vice PresidentNational Sales Manager at AXA Distributors, LLC
Industry Financial Services
Experience
AXA Distributors, LLC October 2011 - Present
Self 2011 - 2011
New York Life Insurance Company March 2009 - December 2010
New York Life Insurance Company 2001 - 2010
New York Life Insurance Company September 1994 - January 2001
Allmerica Financial May 1989 - December 1994
CIGNA Corporation April 1986 - May 1989
Skills
Pensions, Sales, Insurance, Retirement Planning, Retirement, Sales Management, Fixed Annuities, Investments, Management, Marketing, Financial Advisory, Talent Acquisition, Series 6, Series 7, Finance, Recruiting, FINRA, Training, Relationship Management, Organizational..., Product Development, Mutual Funds, Team Leadership, Defined Contribution, Securities, Selling
Education
Long Island University 1980 — 1984
BS, Geology/Earth Science, General
AXA Distributors, LLC October 2011 - Present
Self 2011 - 2011
New York Life Insurance Company March 2009 - December 2010
New York Life Insurance Company 2001 - 2010
New York Life Insurance Company September 1994 - January 2001
Allmerica Financial May 1989 - December 1994
CIGNA Corporation April 1986 - May 1989
Skills
Pensions, Sales, Insurance, Retirement Planning, Retirement, Sales Management, Fixed Annuities, Investments, Management, Marketing, Financial Advisory, Talent Acquisition, Series 6, Series 7, Finance, Recruiting, FINRA, Training, Relationship Management, Organizational..., Product Development, Mutual Funds, Team Leadership, Defined Contribution, Securities, Selling
Education
Long Island University 1980 — 1984
BS, Geology/Earth Science, General
Bryan Norris's New York Life Insurance Company Experience January 2008 - January 2012
Job Agency Director at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
Norris Financial Services January 2012 - June 2014
New York Life Insurance Company January 2008 - January 2012
Skills
Retirement Planning, Fixed Annuities, Investments, Disability Insurance, Long-term Care, Life Insurance, Series 7, Insurance, Retirement, Financial Analysis, Health Insurance, Strategic Financial..., 401k Rollovers, Term Life Insurance, Finance, Customer Service, Sales, Mutual Funds
Education
Louisiana State University 2004 — 2008
Bachelor's degree, Finance
AIG June 2014 - Present
Norris Financial Services January 2012 - June 2014
New York Life Insurance Company January 2008 - January 2012
Skills
Retirement Planning, Fixed Annuities, Investments, Disability Insurance, Long-term Care, Life Insurance, Series 7, Insurance, Retirement, Financial Analysis, Health Insurance, Strategic Financial..., 401k Rollovers, Term Life Insurance, Finance, Customer Service, Sales, Mutual Funds
Education
Louisiana State University 2004 — 2008
Bachelor's degree, Finance
Keelin Hicks's New York Life Insurance Company Experience June 2002 - May 2007
Job Customer Service Rep
Industry Printing
Experience
Looking for work.... June 2010 - Present
Nextdayflyers - S March 2008 - June 2010
New York Life Insurance Company June 2002 - May 2007
CLC/Law Offices of Kathleen Fuchs December 2000 - May 2002
Charley Browns February 2000 - December 2000
New York Life Insurance Company July 1997 - December 1998
Paige Electric July 1995 - July 1996
Skills
Account Management, Facebook, Social Media, Photoshop, Customer Service, Data Entry
Education
St. Anthony's High School 1992 — 1996
Long Beach City College
Still attending
Looking for work.... June 2010 - Present
Nextdayflyers - S March 2008 - June 2010
New York Life Insurance Company June 2002 - May 2007
CLC/Law Offices of Kathleen Fuchs December 2000 - May 2002
Charley Browns February 2000 - December 2000
New York Life Insurance Company July 1997 - December 1998
Paige Electric July 1995 - July 1996
Skills
Account Management, Facebook, Social Media, Photoshop, Customer Service, Data Entry
Education
St. Anthony's High School 1992 — 1996
Long Beach City College
Still attending
Kit Morrison's New York Life Insurance Company Experience December 2013 - July 2014
Job Owner of Kit Morrison Pro Shop....distributor of Lane #1 Bowling Equipment in Massachusetts and Rhode Island!
Industry Sporting Goods
Experience
Kit Morrison Pro Shop September 2013 - Present
New York Life Insurance Company December 2013 - July 2014
Eagle's Wings Educational Co-op September 2006 - April 2011
Civil Air Patrol Bristol Composite Squadron April 2001 - June 2006
Skills
Insurance, Retirement, Analysis, Fundraising, Healthcare, Finance, Time Management, Leadership, Compounding, Training, Employee Benefits, Recruiting, Access, Data Entry, Customer Service, Public Speaking, Marketing, Sales, Team Building, Social Media
Education
Kaplan Continuing Education 2010 — 2011
Certificate, Pharmacy Technician/Assistant
Longwood University 1975 — 1978
B.S., Chemistry
Kit Morrison Pro Shop September 2013 - Present
New York Life Insurance Company December 2013 - July 2014
Eagle's Wings Educational Co-op September 2006 - April 2011
Civil Air Patrol Bristol Composite Squadron April 2001 - June 2006
Skills
Insurance, Retirement, Analysis, Fundraising, Healthcare, Finance, Time Management, Leadership, Compounding, Training, Employee Benefits, Recruiting, Access, Data Entry, Customer Service, Public Speaking, Marketing, Sales, Team Building, Social Media
Education
Kaplan Continuing Education 2010 — 2011
Certificate, Pharmacy Technician/Assistant
Longwood University 1975 — 1978
B.S., Chemistry
Jim Spratt's New York Life Insurance Company Experience September 1993 - April 1998
Job Head of Actuarial Financial Reporting at AIG
Industry Financial Services
Experience
AIG Property Casualty Insurance Co August 2012 - Present
AIG, Inc. June 2011 - July 2012
AIG Property Casualty Insurance Co November 2008 - May 2011
Dexia March 2007 - October 2008
BNY Mellon May 2004 - May 2007
BNY Mellon July 2000 - April 2004
Prudential Financial April 1998 - July 2000
New York Life Insurance Company September 1993 - April 1998
AXA Financial April 1988 - September 1993
Investors Insurance Group November 1987 - March 1988
Skills
Financial Reporting, US GAAP, Financial Accounting, Insurance, Financial Analysis, Accounting Policy, Technical Accounting..., Insurance Accounting, Financial Regulation, Capital Adequacy, Accounting Policy..., Derivative Accounting, Policy, Derivatives, Acquisition Accounting, Financial Guaranty..., Asset Management, Financial Services, Stakeholder Management, Finance, Accounting, Internal Controls, Auditing, Customer Service, Microsoft Office, Financial Modeling, Financial Risk, Risk Management, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Long Island University
Bachelor of Science (BS), Accounting, Cum Laude
AIG Property Casualty Insurance Co August 2012 - Present
AIG, Inc. June 2011 - July 2012
AIG Property Casualty Insurance Co November 2008 - May 2011
Dexia March 2007 - October 2008
BNY Mellon May 2004 - May 2007
BNY Mellon July 2000 - April 2004
Prudential Financial April 1998 - July 2000
New York Life Insurance Company September 1993 - April 1998
AXA Financial April 1988 - September 1993
Investors Insurance Group November 1987 - March 1988
Skills
Financial Reporting, US GAAP, Financial Accounting, Insurance, Financial Analysis, Accounting Policy, Technical Accounting..., Insurance Accounting, Financial Regulation, Capital Adequacy, Accounting Policy..., Derivative Accounting, Policy, Derivatives, Acquisition Accounting, Financial Guaranty..., Asset Management, Financial Services, Stakeholder Management, Finance, Accounting, Internal Controls, Auditing, Customer Service, Microsoft Office, Financial Modeling, Financial Risk, Risk Management, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Long Island University
Bachelor of Science (BS), Accounting, Cum Laude
Deanna Sadowski's New York Life Insurance Company Experience January 2014 - September 2014
Job Claims Support Representative
Industry Insurance
Experience
National Interstate Insurance Company March 2015 - Present
New York Life Insurance Company January 2014 - September 2014
New York Life Insurance Company January 2012 - November 2012
American Safety Insurance May 2011 - November 2011
Dearborn National May 2008 - March 2010
Liberty Mutual Insurance October 2005 - November 2007
FoxCreek Golf & Racquet Club September 1995 - October 2005
Education
Lorain County Community College
Associate of Arts
National Interstate Insurance Company March 2015 - Present
New York Life Insurance Company January 2014 - September 2014
New York Life Insurance Company January 2012 - November 2012
American Safety Insurance May 2011 - November 2011
Dearborn National May 2008 - March 2010
Liberty Mutual Insurance October 2005 - November 2007
FoxCreek Golf & Racquet Club September 1995 - October 2005
Education
Lorain County Community College
Associate of Arts
Kevin Leger's New York Life Insurance Company Experience May 2011 - August 2011
Job Student at Louisiana State University
Industry International Trade and Development
Experience
Louisiana State University August 2008 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office
Education
Louisiana State University 2009 — 2012
International Trade and Finance
Louisiana State University August 2008 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office
Education
Louisiana State University 2009 — 2012
International Trade and Finance
Dorthea Jacquette's New York Life Insurance Company Experience May 1990 - October 2000
Job Nurse Saint Francis Hospital
Industry Hospital & Health Care
Experience
Saint Francis Hospital July 2011 - Present
Supplemental Health Care August 2005 - Present
New York Life Insurance Company May 1990 - October 2000
American General Life and Accident September 1990 - November 1998
Long Beach Transit March 1985 - March 1990
Skills
Marketing Communications, Program Management, Business Strategy
Education
Los Angeles Trade Technical College 2010 — 2012
Nursing/Business and Finance, Economics, Medical human studies, Physiolgy
Compton Community College 1985 — 1987
Certification/ Accounting @ Office Management, Business Management/ Accounting
Lynwood H.S 1980 — 1984
Diploma, Nursing/ Computer accounting & Bus. Adm.
Saint Francis Hospital July 2011 - Present
Supplemental Health Care August 2005 - Present
New York Life Insurance Company May 1990 - October 2000
American General Life and Accident September 1990 - November 1998
Long Beach Transit March 1985 - March 1990
Skills
Marketing Communications, Program Management, Business Strategy
Education
Los Angeles Trade Technical College 2010 — 2012
Nursing/Business and Finance, Economics, Medical human studies, Physiolgy
Compton Community College 1985 — 1987
Certification/ Accounting @ Office Management, Business Management/ Accounting
Lynwood H.S 1980 — 1984
Diploma, Nursing/ Computer accounting & Bus. Adm.
Margaret Dayre's New York Life Insurance Company Experience 1982 - 1989
Job Human Resources Administrator at Gold Coast Public Library
Industry
Experience
Gold Coast Public Library 2005 - Present
St. Boniface Catholic Parish 2004 - 2011
Our Lady of Hope Parish 2002 - 2004
New York Life Insurance Company 1982 - 1989
The Children's Place 1979 - 1984
Skills
Microsoft Word, Research, Employee Relations, Customer Service, Human Resources, Microsoft Excel, Outlook, Windows, Microsoft Office, English, PowerPoint, Teaching
Education
Long Island University
Bachelor of Science (BS), Finance
Nassau Community College
Associates in Applied Science, Real estate, Banking and Insurance
Gold Coast Public Library 2005 - Present
St. Boniface Catholic Parish 2004 - 2011
Our Lady of Hope Parish 2002 - 2004
New York Life Insurance Company 1982 - 1989
The Children's Place 1979 - 1984
Skills
Microsoft Word, Research, Employee Relations, Customer Service, Human Resources, Microsoft Excel, Outlook, Windows, Microsoft Office, English, PowerPoint, Teaching
Education
Long Island University
Bachelor of Science (BS), Finance
Nassau Community College
Associates in Applied Science, Real estate, Banking and Insurance
Connor Bullock's New York Life Insurance Company Experience July 2012 - Present
Job
Industry
Experience
New York Life Insurance Company July 2012 - Present
AlCon Automotive December 2004 - February 2012
AlCon Automotive June 2001 - February 2012
Education
Old Dominion University - College of Business and Public Administration 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Longwood University 2006 — 2008
New York Life Insurance Company July 2012 - Present
AlCon Automotive December 2004 - February 2012
AlCon Automotive June 2001 - February 2012
Education
Old Dominion University - College of Business and Public Administration 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Longwood University 2006 — 2008
Carl Dusci's New York Life Insurance Company Experience January 2001 - January 2006
Job Manager Operational Risk
Industry Financial Services
Experience
HSBC INSURANCE January 2006 - Present
New York Life Insurance Company January 2001 - January 2006
JPMorgan Chase January 1998 - January 2001
Global Investor Services January 1996 - January 1998
Global Investor Services January 1992 - January 1996
ECCO, INC January 1988 - January 1992
THE NEW YORK STATE INSURANCE FUND January 1984 - January 1988
Skills
Banking, Portfolio Management, Forecasting, Financial Analysis, Process Improvement, Financial Reporting, Analysis, Budgets, Finance, Management, Project Planning, Strategic Planning, Outsourcing, Variance Analysis, Internal Audit, Executive Management, MIS, Risk Management, Financial Modeling
Education
Long Island University
Business Administration; Marketing
HSBC INSURANCE January 2006 - Present
New York Life Insurance Company January 2001 - January 2006
JPMorgan Chase January 1998 - January 2001
Global Investor Services January 1996 - January 1998
Global Investor Services January 1992 - January 1996
ECCO, INC January 1988 - January 1992
THE NEW YORK STATE INSURANCE FUND January 1984 - January 1988
Skills
Banking, Portfolio Management, Forecasting, Financial Analysis, Process Improvement, Financial Reporting, Analysis, Budgets, Finance, Management, Project Planning, Strategic Planning, Outsourcing, Variance Analysis, Internal Audit, Executive Management, MIS, Risk Management, Financial Modeling
Education
Long Island University
Business Administration; Marketing
Susan Hornish's New York Life Insurance Company Experience VPNew York Life Investment Management1985 - Present
Job Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company VPNew York Life Investment Management1985 - Present
Skills
Investments, Fixed Income, Asset Management, Equities, Portfolio Management, Securities, Mutual Funds, Financial Services
Education
Long Island University, C.W. Post Campus
BS, Business Administration and Management, General
New York Life Insurance Company VPNew York Life Investment Management1985 - Present
Skills
Investments, Fixed Income, Asset Management, Equities, Portfolio Management, Securities, Mutual Funds, Financial Services
Education
Long Island University, C.W. Post Campus
BS, Business Administration and Management, General
sal yadgar's New York Life Insurance Company Experience January 2015 - Present
Job Agent of, New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Skills
Sales, Negotiation, Marketing, Marketing Strategy, Management, Customer Service, Strategic Planning, New Business Development, Team Building, Real Estate Transactions, Training, Business Development
Education
LIU Post 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
New York Life Insurance Company January 2015 - Present
Skills
Sales, Negotiation, Marketing, Marketing Strategy, Management, Customer Service, Strategic Planning, New Business Development, Team Building, Real Estate Transactions, Training, Business Development
Education
LIU Post 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
Jacob Margulis's New York Life Insurance Company Experience May 1999 - July 2012
Job Database Engineer & Administrator at New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company May 1999 - July 2012
New York Life Insurance Company December 1997 - December 1999
New York Life Insurance Company May 1991 - December 1997
Moscow State University January 1987 - December 1989
Education
Lomonosov Moscow State University (MSU) 1981 — 1989
BS, MS, PhD (continuing), Applied Math, Engineering, BS & MS Diploma With Honors
Moscow State University
MASTER OF SCIENCE; BACHELOR OF SCIENCE, Applied Mathematics; Chemical Engineering; Applied Mathematics
New York Life Insurance Company May 1999 - July 2012
New York Life Insurance Company December 1997 - December 1999
New York Life Insurance Company May 1991 - December 1997
Moscow State University January 1987 - December 1989
Education
Lomonosov Moscow State University (MSU) 1981 — 1989
BS, MS, PhD (continuing), Applied Math, Engineering, BS & MS Diploma With Honors
Moscow State University
MASTER OF SCIENCE; BACHELOR OF SCIENCE, Applied Mathematics; Chemical Engineering; Applied Mathematics
Chris Zelina's New York Life Insurance Company Experience October 2006 - October 2007
Job Outsourcing/Offshoring Professional
Industry Outsourcing/Offshoring
Experience
Cleveland Sight Center November 2012 - Present
TeleTech 2007 - July 2012
New York Life Insurance Company October 2006 - October 2007
May Company October 2000 - July 2006
Skills
Microsoft Office, Interpersonal..., Conflict Management, Data Entry, Data Analysis, Multi Tasking, Team Building, Team Leadership, Individual Work, Critical Thinking, Customer Service, Customer Satisfaction, Empathy, Timely Execution, Customer Retention, Customer Experience, Customer Oriented
Education
Lorain County Community College
Cleveland Sight Center November 2012 - Present
TeleTech 2007 - July 2012
New York Life Insurance Company October 2006 - October 2007
May Company October 2000 - July 2006
Skills
Microsoft Office, Interpersonal..., Conflict Management, Data Entry, Data Analysis, Multi Tasking, Team Building, Team Leadership, Individual Work, Critical Thinking, Customer Service, Customer Satisfaction, Empathy, Timely Execution, Customer Retention, Customer Experience, Customer Oriented
Education
Lorain County Community College
Andre' Prejean's New York Life Insurance Company Experience May 2001 - April 2003
Job IT Analyst at Division of Administration State of Louisiana
Industry Computer Software
Experience
Division of Administration - State of Louisiana August 2004 - Present
Louisiana Department of Environmental Quality April 2003 - August 2004
New York Life Insurance Company May 2001 - April 2003
Skills
SQL, Microsoft SQL Server, Requirements Analysis, PL/SQL, Oracle, XML, Unix, JavaScript, Java, C#, SDLC, Web Services
Education
Louisiana Tech University 1994 — 1999
Bachelor of Science (BS), Business Management and Entrepreneurship
Division of Administration - State of Louisiana August 2004 - Present
Louisiana Department of Environmental Quality April 2003 - August 2004
New York Life Insurance Company May 2001 - April 2003
Skills
SQL, Microsoft SQL Server, Requirements Analysis, PL/SQL, Oracle, XML, Unix, JavaScript, Java, C#, SDLC, Web Services
Education
Louisiana Tech University 1994 — 1999
Bachelor of Science (BS), Business Management and Entrepreneurship
Michael Beroza's New York Life Insurance Company Experience November 2011 - November 2013
Job Senior Internal Wholesaler at Foresters Financial
Industry Financial Services
Experience
Foresters Financial Services November 2013 - Present
New York Life Insurance Company November 2011 - November 2013
Starbucks March 2004 - July 2012
Skills
Fixed Annuities, IRAs, Retirement Planning, Retirement, Mutual Funds, Estate Planning, Strategic Financial..., Investments, Series 6, Series 63, Life Insurance, Wealth Management, Securities, Insurance, Financial Services, Long Term Care Insurance
Education
LIU Post
Foresters Financial Services November 2013 - Present
New York Life Insurance Company November 2011 - November 2013
Starbucks March 2004 - July 2012
Skills
Fixed Annuities, IRAs, Retirement Planning, Retirement, Mutual Funds, Estate Planning, Strategic Financial..., Investments, Series 6, Series 63, Life Insurance, Wealth Management, Securities, Insurance, Financial Services, Long Term Care Insurance
Education
LIU Post
Rayyan Lakhani's New York Life Insurance Company Experience November 2012 - Present
Job Financial Services & Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
AFC-Houston September 2011 - October 2012
www.sbrmagazine.com August 2009 - September 2011
Skills
Marketing Strategy, Sales, Creative Writing, Music Production, Public Speaking, Motivational Speaking, Creative Arts
Education
Lone Star College System 2010 — 2012
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company November 2012 - Present
AFC-Houston September 2011 - October 2012
www.sbrmagazine.com August 2009 - September 2011
Skills
Marketing Strategy, Sales, Creative Writing, Music Production, Public Speaking, Motivational Speaking, Creative Arts
Education
Lone Star College System 2010 — 2012
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Timothy Vovak's New York Life Insurance Company Experience 2010 - 2013
Job Student at Lorain County Community College
Industry
Experience
New York Life Insurance Company 2010 - 2013
Education
Lorain County Community College 2012 — 2015
New York Life Insurance Company 2010 - 2013
Education
Lorain County Community College 2012 — 2015
Tiffany Crayton's New York Life Insurance Company Experience June 2014 - Present
Job New York Life Representative
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
TeleTech 2011 - 2014
Macys CCS May 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Customer Oriented, Technical Support, Leadership, Team-oriented, Troubleshooting, Customer Satisfaction, Customer Experience, Data Entry, Call Centers, Windows, Time Management
Education
University of Cincinnati
Lorain County Community College
New York Life Insurance Company June 2014 - Present
TeleTech 2011 - 2014
Macys CCS May 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Customer Oriented, Technical Support, Leadership, Team-oriented, Troubleshooting, Customer Satisfaction, Customer Experience, Data Entry, Call Centers, Windows, Time Management
Education
University of Cincinnati
Lorain County Community College