New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Letica Corporation September 2013 - Present
New York Life Insurance Company September 2008 - March 2013
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Access, Data Entry, Spreadsheets, Employee Benefits, Budgets, Leadership, Administrative..., Payroll, Invoicing
Education
Macomb Community College
Centro August 2014 - Present
Centro April 2013 - August 2014
Metro US January 2012 - May 2012
New York Life Insurance Company June 2011 - August 2011
The Rockefeller Group June 2009 - August 2011
Skills
Microsoft Office, Adobe Creative Suite, Corel Painter, SPSS, Microsoft Excel, Mac OS X, PC, Social Media, OS X, Online Advertising, Social Networking, Advertising, Online Marketing, Digital Marketing, Illustrator, Photoshop, Email Marketing
Education
Manhattan College 2008 — 2012
Bachelor's degree, Marketing & Economics
APT College, LLC October 2013 - Present
CfMRF February 2012 - October 2013
All Star Sports Bar February 2011 - March 2012
Terminix Pest Control March 2009 - March 2011
Focus Group Inc. October 2007 - November 2008
New York Life Insurance Company March 2006 - October 2007
Verizon Wireless March 2003 - March 2006
Skills
Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Event Management, Marketing Communications, Social Media Marketing, Leadership, Social Networking, Public Relations, Management, Public Speaking, Marketing, Training, Social Media, Marketing Strategy
Education
Madison Area Technical College 2011 — 2014
Associate's Degree, Meeting and Event Planning
New York Life Insurance Company July 2014 - August 2015
Camp America June 2014 - June 2014
Boston Ballet June 2013 - July 2013
Johnsonburg Presbyterian Center June 2009 - July 2012
Education
School for International Training
Master’s Degree, International Education
Loyola University Maryland 2010 — 2014
Bachelor's Degree, Global Studies, Sociology
University of Ghana 2012 — 2012
Pentair February 2014 - Present
Techtronics Industries September 2011 - February 2014
Techtronics Industries April 2011 - August 2011
Techtronic Industries August 2010 - April 2011
Robert Bosch Tool Corporation 2007 - 2009
SkipperBuds 2004 - 2009
The Home Depot 2000 - 2005
New York Life Insurance Company 2004 - 2004
Skills
Retail, Sales, Forecasting, Management, Selling, Sales Management, Account Management, Key Account Management, Consumer Products, Pricing, Product Launch, Competitive Analysis, Product Marketing, Market Research, Cross-functional Team..., Merchandising, Product Development, Marketing Strategy, Sales Operations, Negotiation, Scene 7, Retail Link, SAP, Edge Net, Recruiting, WERCSmart (Supplier,..., Modeling, Building Materials, Team Building, Power Tools, Paint, PowerPoint, Pricing Strategy, Brokerage, Boating, Marine Industry, Marine Survey, Carpentry, Product Design, Product Management, Supply Chain Management, Generators, Costco, Wal-Mart, Home Depot, Technical Publication, Regulatory Affairs, Point of Purchase, POP Displays, POP design
Education
Western Michigan University 2001 — 2004
Business Administration/ General Business, Sales and Busniess Marketing
Macomb Community College 1999 — 2001
COUNTRY ® Financial September 2010 - Present
New York Life Insurance Company January 2007 - August 2010
Foresters December 2003 - January 2007
DWS/Scudder January 2000 - May 2004
Skills
Insurance, Financial Planning, Investments, Long Term Care, Retirement, Health, Insurance Planning, Annuities, Retirement Planning, Estate Planning, Disability Insurance, Term Life Insurance, Mutual Funds, Health Insurance, Asset Protection, Employee Benefits, IRA's, Series 7, 401k
Education
Loyola University Chicago 1996 — 1999
BBA, Finance
CAMBA December 2013 - Present
Self-employed September 2011 - December 2013
New York Life Insurance Company June 2010 - June 2011
Skills
Life Insurance, Customer Service, Financial Services, Annuity Sales, Financial Markets, Series 63, Retirement, Fixed Annuities, Microsoft Office, Financial Planning, Mutual Funds
Education
Manhattan College 2005 — 2009
Bachelor of Science (BS), Finance, General
J.P. Morgan May 2013 - Present
New York Life Insurance Company February 2010 - April 2013
New York Life Insurance Company June 2009 - February 2010
Summit Global Logistics May 2008 - August 2008
AXA Advisors, LLC March 2008 - August 2008
Katz Media Group May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Public Speaking, Compliance, Life Insurance, annuity products, Financial Analysis, Internal Controls, Teamwork, Data Analysis
Education
Manhattan College 2005 — 2009
Bachelor of Science, Finance & Global Business Studies
Morgan Stanley June 2013 - Present
New York Life Insurance Company February 2013 - June 2013
Adelphi University May 2011 - September 2012
Xanga April 2010 - August 2010
Chowder Inc. December 2009 - March 2010
Skills
Human Resources, Research, Psychology, Organization &..., Leadership Development, Cognitive Psychology, Solid computer skills, Clinical Research, Communication Skills, Oral & Written..., Developmental Psychology, Online Journalism, Team Leadership, Statistics, Research Design, Data Management, Qualitative Research, Counseling Psychology, Business Journalism, Microsoft Excel, Business Objects, PeopleSoft, Workday, HRIS, Communication, Interviews, Long Term Care Insurance
Education
Adelphi University 2011 — 2012
Master's degree, Psychology HR Focus, 4.0
Manhattan College 2007 — 2011
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs, 3.3
New York Life Insurance Company January 2014 - January 2015
Acacia Financial Group LLC May 2013 - December 2013
Fairgrounds Racecourse & Slots July 2011 - April 2012
Van Eaton & Romero Realtors April 2011 - April 2011
Skills
Social Networking, Online Advertising, Public Relations, Adobe Creative Suite, Customer Service, Microsoft Excel, Advertising, Marketing Strategy, Event Management, Product Marketing, Event Planning, Finance, Casino, Business Strategy, Analysis, Management, Fundraising, Strategic Planning, Market Research, Recruiting, Sales, Team Building, Leadership, Marketing, Microsoft Word, Public Speaking, PowerPoint, Retail, Direct Marketing, Brand Development, Performance Management, Newsletters, Team Leadership, Personal Finance, Communication, Organization, Outlook, Financial Analysis, Investments, Corporate Finance, Life Insurance, Insurance
Education
Loyola University New Orleans 2009 — 2012
Bachelor, Business
Tulane University
Legal Studies, General
Corporacion Analyticos, S.A. January 2006 - Present
Loyola University University New Orleans January 2003 - December 2005
New York Life Insurance Company July 2000 - January 2003
Perfumerías Fetiche June 1995 - November 1999
Skills
Public Relations, Brand Management, Event Planning, Sales, Social Media, Product Development, Advertising, Account Management, New Business Development, Customer Service, Cross-functional Team..., Marketing, Team Management, English, Teamwork, Social Networking, Direct Marketing, Analysis, Budgets, Business Development, Business Planning, Business Strategy, Contract Negotiation, Entrepreneurship, Financial Analysis, Forecasting, Leadership, Management, Market Research, Marketing Communications, Marketing Management, Marketing Strategy, Microsoft Office, Negotiation, Process Improvement, Operations Management, Product Marketing, Project Management, Project Planning, Sales Management, Social Media Marketing, Spanish, Strategic Planning, Team Building, Team Leadership, Event Management, Competitive Analysis
Education
Loyola University New Orleans 2002 — 2005
Master of Business Administration (MBA), International Business
Universidad Rafael Landívar 1995 — 2000
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Green Dot Corporation October 2014 - Present
HealthShift 2013 - October 2014
New York Life Insurance Company 2012 - 2013
Loyola Marymount University 2009 - 2011
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, Microsoft Excel, Microsoft Word, Public Speaking, Life Insurance, Retirement Plan..., Financial Analysis, Leadership
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
San Gabriel High School
Do it Best Corp. August 2014 - Present
New York Life Insurance Company January 2014 - August 2014
Northwestern Mutual August 2013 - December 2013
Vector Marketing May 2010 - September 2010
Skills
Financial Analysis, Teamwork, Finance, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics, Financial Reporting, Insurance, Corporate Finance, Strategic Financial..., Investments, Retirement Planning, Trend Analysis, Merchandising, Interpersonal Skills, Time Management, Sales, Banking, Social Media
Education
Manchester University 2010 — 2014
Bachelor of Science (BS), Finance, General
Barclays February 2014 - Present
Softcrylic October 2013 - January 2014
New York Life Insurance Company January 2011 - September 2013
IBM January 2005 - September 2013
IBM January 2001 - June 2005
Computer Wizards January 1998 - December 2000
Skills
Project Management, Microsoft Office, SharePoint, MS Project, Microsoft SQL Server, Clarity, Visio, IBM Websphere Commerce, Microsoft Certified..., Databases, JIRA, Agile Project Management, Visual Studio Team..., Team Management, SDLC, Software Project..., Agile Methodologies, Vendor Management, Testing, Business Analysis, Microsoft Project, Requirements Analysis
Education
University of Mysore 2003 — 2005
Master of Science (MS), Information Technology
Mahatma Gandhi University 1996 — 1999
Bachelor of Commerce, Business Administration and Management, General
Aptech Computer Education 1996 — 1998
Higher Diploma in Software Engineering, Computer Programming
abelmejiajr.com August 2013 - Present
Transamerica Agency Network Inc. December 2012 - February 2013
New York Life Insurance Company March 2012 - May 2012
FunXion LLC January 2011 - December 2011
Self-employed January 2006 - September 2011
Skills
Financial Analysis, Entrepreneurship, Business Planning, Life Insurance, Portfolio Management, Valuation, Strategic Planning, Insurance, Financial Modeling, Microsoft Office, Hedge Funds, Small Business, Economics, Sales, Business Plans, Statistics, Emerging Markets
Education
Loyola University Maryland 2006 — 2010
Master of Science (MS), Finance, 3.43
University of Maryland University College 1999 — 2001
Bachelor of Science (BS), Business Administration, 2.88
The Heights School 1991 — 1993
High School
Liceo Los Arcos 1981 — 1991
MatchRX April 2013 - Present
Specialty Center Pharmacy September 1989 - December 2000
Michigan National Bank 1989 - 1991
Stanley Garage Door Openers 1985 - 1989
New York Life Insurance Company 1981 - 1982
Skills
Self-driven, Team Building, Meticulous eye for..., Dedicated team player, Self starter, Outlook, Professional and Mature, Customer Satisfaction, Data Entry, Customer Service, Microsoft Excel, Strong interpersonal..., Microsoft Office, Microsoft Word, Time Management, Public Speaking, Social Networking, Social Media Marketing, Leadership, Marketing, Social Media, Sales, Inventory Management, Account Management
Education
Macomb Community College 1981 — 1986
N/A, Liberal Arts and Sciences, General Studies and Humanities
Clintondale High School 1978 — 1981
High School Diploma, General Studies
New York Life Insurance Company March 2013 - Present
Pretty Girl Cleaners January 2013 - Present
DermiS Deep Skincare May 2011 - Present
New york Laser & Aesthetics 2010 - 2010
Laser Plus Spa January 2008 - January 2009
Skills
Cosmetic Laser..., Aesthetics, Outstanding Customer..., Selling, Clerical Skills, Facial Rejuvenation, Skin Care Products, Skin Diseases, Skin Resurfacing, Relaxation, Reflexology, Energetic Self-Starter, Passionate about work, Laser Hair Removal, Thermage, Dermal Nutrician
Education
Manhattan College
New York Institute of Beauty
Licensed Esthetician & Certified Laser Technician, Master Aesthetician/Esthetician
Towson University
THE GILBERT GROUP February 2015 - Present
BackNine Insurance Services February 2013 - February 2015
MassMutual Financial Group October 2009 - November 2013
New York Life Insurance Company May 2006 - September 2009
Skills
Insurance, Retirement, Investments, Retirement Planning, 401k, Securities, Disability Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Employee Benefits, Wealth Management, Financial Services, Finance, Fixed Annuities
Education
Loyola Marymount University, College of Business Administration 2001 — 2005
Business Administration, Business Law
Crespi Carmelite High School 1997 — 2001
New York Life Insurance Company May 2015 - August 2015
Manhattan College October 2013 - May 2014
Town of Haverstraw Day Camp June 2013 - August 2013
Abercrombie & Fitch August 2011 - August 2013
Rye Youth Lacrosse March 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Team Leadership, Sports, Customer Service, Event Planning, Leadership, Social Networking, Time Management, PowerPoint, Research, Social Media
Education
Manhattan College 2012 — 2017
Accounting, Senior
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company July 2014 - Present
Lycoming College August 2012 - May 2014
LYCOMING COUNTY DISTRICT ATTORNEY’S OFFICE August 2013 - December 2013
Lycoming College August 2012 - April 2013
THE SERENE LAW FIRM May 2012 - August 2012
Skills
Microsoft Office, Time Management, PowerPoint, Research, Teamwork, Economics, Public Speaking, Facebook, Microsoft Word, Social Media, Customer Service, English, Microsoft Excel, Communication, Insurance, Leadership, Sales, Windows, Annuity Sales, Relationship Building, Business Insurance..., Business Networking, Creative Problem Solving, Customer Insight, Customer Relations, Customer Satisfaction, Education Funding..., Estate Planning, Key Person Insurance, Legacy Planning, Licensed Life Insurance..., Life Insurance, Permanent Life Insurance, Life Insurance..., Personal Finance, Protection Planning, Retirement Planning, Retirement, Risk Management, Term Life Insurance
Education
Lycoming College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lycoming College 2010 — 2014
B.A, Economics, General Track
Dell September 2013 - June 2014
HealthMarkets October 2003 - January 2014
Aetna May 1999 - May 2000
New York Life Insurance Company July 1989 - May 1999
Skills
Claims Handling, Claims Investigations, Claims Review, Claims Auditing, Claims Resolution, Claims Consulting, Small Claims, Reinsurance, Accident, Subrogation, Claims Management, Claim Investigation, HMO, Litigation Management, Property Damage
Education
Lyon College 1982 — 1986
Bachelor of Arts (B.A.), Double major Speech/Theater and Media Arts
Catholic Order of Foresters February 2009 - Present
Fraternal Field Managers Association 2006 - 2014
NCSF 2003 - 2009
New York Life Insurance Company 1968 - 2002
Skills
Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Medicare, Long-term Care, Term Life Insurance, Whole Life, Estate Planning, Financial Planners, Universal Life, Health Insurance, Retirement Planning, Umbrella Insurance, Health Savings Accounts, Critical Illness, Retirement, Long Term Care Insurance, Brokers, Underwriting, IRAs, Group Insurance, Buy-sell Agreements, Property & Casualty..., Employee Benefits, Accident, Strategic Financial..., 401k, Financial Planning
Education
American College of Life Underwriters 1982 — 1990
CLU, ChFC, Insurance
Loyola University of Chicago
BS, Psychology
St George High School
Self-employed November 1988 - Present
Mutual of Omaha April 2006 - September 2009
New York Life Insurance Company April 1988 - November 1990
Skills
Finance, Insurance, Management, Sales&Marketing, Consultation Skills, Highly personable, Training Management, Credibility, Service Orientation, Account Management, Strategic Planning, Sales, Term Life Insurance, Disability Insurance, Whole Life, Selling, Retirement
Education
Northwestern University 1970 — 1974
Loyola University of Chicago
Harbor Magic Hotels February 2013 - Present
New York Life Insurance Company August 2011 - September 2012
Howard Community College January 2009 - December 2011
Sweet Bakery and Six Mile Coffee (Old Coach Co., Inc) January 2005 - December 2011
MasterBrand Cabinets April 2003 - December 2005
Maytag appliances January 1988 - April 2003
Skills
New Business Development, Strategic Planning, Sales Management, Marketing, Microsoft Excel, Team Building, Financial Analysis, Customer Service, Public Speaking, Sales, Business Strategy, Budgets, Leadership, Microsoft Office, Forecasting, Management, PowerPoint, Entrepreneurship, Event Management, Social Media Marketing, Public Relations, Advertising, Time Management, Program Management, Business Development, Operations Management, Retail, Finance, Teamwork, Account Management, Contract Negotiation, Small Business, Event Planning, Marketing Strategy
Education
Loyola University Maryland 2002 — 2005
MBA, Executive Masters Program
University of Wisconsin-Eau Claire 1983 — 1987
BBA, Finance and Mathematics
Madison West High School 1979 — 1983
Lincoln Heritage - AWG Financial January 2015 - Present
Ambit Energy September 2014 - Present
American Income Life Insurance Company October 2014 - December 2014
New York Life Insurance Company October 2012 - September 2014
Skills
survivorship needs, Retirement Planning, College Funding..., Customer Service, Public Speaking, Team Building, Leadership, Social Networking, Social Media, Marketing, Strategic Planning, Public Relations, Sales
Education
Luzerne County Community College 2010 — 2012
none, Respiratory Therapy Technician/Assistant
McCann School of Business and Technology 2005 — 2008
Associate's degree, Network and System Administration/Administrator
PURE Group of Insurance Companies March 2015 - Present
JPMorgan Chase February 2014 - March 2015
NYC Health and Hospitals Corporation May 2013 - February 2014
Baruch College February 2012 - December 2013
Sandra Hartog & Associates/Fenestra, Inc. February 2013 - May 2013
Dickstein Shapiro LLP July 2007 - November 2012
New York Life Insurance Company May 2006 - June 2007
Hudson River Park Trust September 2005 - April 2006
Skills
Organizational..., Research, Recruiting, Leadership Development, Microsoft Office, Public Speaking, Microsoft Excel, Performance Management, Non-profits, Outlook, PowerPoint, Employee Relations, Talent Acquisition, Human Resources, Career Counseling, SPSS, Event Planning, Strategic Planning, Staff Development, Onboarding, Nonprofits, Social Media, Conflict Resolution, Interviews, Executive Coaching, Training, Talent Management, Resume Writing, Leadership, Career Development, Policy, Employee Engagement, Job Analysis, Employee Training, Workshop Facilitation, College Recruiting, Organizational..., Succession Planning, Employee Benefits, Coaching, New Hire Orientations, Qualtrics, Training Delivery, 360 Feedback, PeopleSoft, Team Building, SurveyMonkey, Change Management, Employee Surveys, HR Consulting
Education
Baruch College 2012 — 2013
Master of Science (MS), Industrial-Organizational Psychology
Manhattan College 2002 — 2006
Bachelor of Arts, Psychology
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company October 2010 - May 2015
New York Life Insurance Company June 2009 - October 2010
JPMorgan Chase & Co. January 2007 - August 2008
Skills
Mutual Funds, Series 7, Securities, Retirement, Retirement Planning, Series 63, Investments, Strategic Financial..., Bloomberg, Alternative Investments, Series 24, Financial Analysis, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management, Valuation, Sales
Education
Villanova University 2015 — 2016
Master Certificate, Business Process Management
Manhattan College 2003 — 2007
Bachelor of Science (BS), Finance
Wisconsin Rugby Union December 2013 - Present
Oconomowoc Rugby Football Club May 2013 - Present
Wisconsin Rugby 2008 - Present
New York Life Insurance Company August 2011 - May 2015
Milwaukee Brewers Baseball Club April 2010 - October 2012
Lad Lake August 2010 - July 2011
Milwaukee Public Schools August 2009 - August 2010
Lad Lake March 2006 - August 2009
Tomlinson Custom Painting Inc. May 2006 - July 2006
Youth Services Agency August 2005 - May 2006
Skills
Public Speaking, Teaching, Coaching, Event Planning, Fundraising, Staff Development, Non-profits, Customer Service, Sports Management, Nonprofits, Social Media, Analysis, Program Management, Event Management, Leadership, Insurance, Sports, Fitness, Rugby, Social Media Marketing, Retirement, Life Insurance, Sponsorship, Retirement Planning, Social Networking, Sales, Leadership Development, Community Outreach, Public Relations, Athletics, Marketing, Guaranteed Lifetime..., AARP, Football, Sports Coaching, Sports Marketing, Baseball, PowerPoint, Strategic Planning, Time Management
Education
Luther College 1999 — 2003
B.A, Physical Education, 2.997
Decorah High School 1995 — 1999
High School Graduate, 3.65
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company August 2014 - September 2015
New York Life Insurance Company September 2011 - August 2014
NYLIFE Securities LLC April 2009 - September 2011
Skills
Leadership, Financial Recruiting, Financial Planning, Investments, Term Life Insurance, Disability Insurance, Finance, Employee Benefits, Estate Planning, Wealth Management, Analysis, Small Business, 401k, Business Planning, Whole Life
Education
Manhattan College 2003 — 2006
BS
Seeking Opportunities January 2011 - Present
New York Life Insurance Company March 2010 - December 2010
Loyola University Medical Center August 1990 - August 1995
Skills
Planned Giving, Insurance, Sales Operations
Education
University of Illinois at Chicago 1980 — 1984
MBA, Human Resource Mgt., Information Systems Mgt.
Loyola University of Chicago 1973 — 1977
BS, Biology, Pre-Med.
Teva Pharmaceuticals January 2002 - Present
GlaxoSmithKline July 2000 - February 2002
AstraZeneca February 1996 - July 2000
KIRSON MEDICAL EQUIPMENT COMPANY November 1993 - February 1996
New York Life Insurance Company December 1991 - October 1993
Johns Hopkins Hospital September 1990 - December 1991
Skills
Pharmaceuticals, Managed Care, Hospitals, Neurology, Psychiatry, Infectious Diseases, Healthcare, Gastroenterology, Pulmonology, Pharmaceutical Industry, Selling, Pharmaceutical Sales, Sales Operations, Urology, Cardiology, Hospital Sales, Endocrinology, Rheumatology, Pain Management
Education
Loyola University Maryland 1987 — 1991
Bachelor of Art, Political Science
KU Leuven 1989 — 1990
Junior Year Abroad
Calvert Hall College High School 1984 — 1987
Total Military Management August 2011 - Present
MemberXPress powered by MobileXsite February 2011 - August 2011
New York Life Insurance Company July 2009 - February 2011
Pulte Homes 2004 - 2009
Dell Webb 2006 - 2008
The Golf Club at South Hampton 1999 - 2004
Skills
Customer Service, Contract Negotiation, Strategic Planning, Account Management, Advertising, Budgets, Business Planning, Customer Satisfaction, Event Planning, Leadership, Logistics, Management, Market Research, Marketing, Marketing Communications, Marketing Strategy, Negotiation, New Business Development, Process Improvement, Public Relations, Real Estate, Sales, Sales Presentations, Selling, Social Media Marketing, Social Networking, Start-ups, Strategy, Training
Education
Macomb Community College 1990 — 1990
Sales, Marketing & Advertising
Coastal Pension Services June 2015 - Present
CDM Retirement Consultants, Inc. April 2007 - May 2015
Ascensus January 2000 - April 2007
Ameriprise Financial Services, Inc. March 1998 - September 2000
New York Life Insurance Company 1995 - 1998
T. Rowe Price 1987 - 1995
Skills
401k, Retirement, Retirement Plan..., Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Financial Services, Asset Allocation, Defined Contribution, Investment Advisory, Asset Management, Financial Advisory
Education
American Society of Pension Professions and Actuaries 2008 — 2011
QPFC, QKA, Retirement Plan Administration and Investments
Sellinger School of Business 1988 — 1994
Master of Business Administration (MBA)
Loyola College in Maryland 1980 — 1984
Bachelor of Arts (B.A.), English, Business
Calvert Hall College High School 1976 — 1980
St. Pius X
Blackwing Operations September 2009 - Present
US Navy November 2012 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
US Navy SEAL Fitness Challenge August 2012 - October 2012
John B. Malouf Inc. January 1995 - February 2009
Skills
Leadership, Writing, Public Relations, Communication, Creative Writing, Customer Service, Microsoft Office, Negotiation, Project Management, Microsoft Excel
Education
Texas Tech University 2009 — 2010
Master of Arts (MA), Business/Corporate Communications
Lubbock Christian University 1997 — 2002
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
New York Life Insurance Company September 2010 - Present
New York Life Insurance Company January 2007 - September 2010
Warner Music Group May 2005 - December 2006
PwC August 1999 - May 2005
Skills
Finance, Investments, Internal Controls, Financial Reporting, Analysis, Management, US GAAP, Securities
Education
Manhattan College 1995 — 1999
Bachelor's degree, Accounting
RBC April 2015 - Present
Citco Fund Services June 2014 - April 2015
Barclays July 2011 - June 2014
Merrill Lynch February 2011 - April 2011
New York Life Insurance Company June 2010 - September 2010
Skills
Statistics, R, Microsoft Office, PowerPoint, Social Media, Mathematica, Access, Analysis, Research, Data Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Economics
Education
Macalester College 2007 — 2011
Bachelor of Arts, Mathematics, Statistics and Economics
NYSE October 2015 - Present
Broadridge January 2015 - June 2015
New York Life Insurance Company August 2014 - January 2015
Endurance June 2013 - August 2013
Endurance June 2012 - August 2012
PepsiCo - Tropicana June 2011 - September 2011
Main Street Meats May 2011 - September 2011
Skills
Databases, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Access, Research, Customer Service
Education
Loyola University Maryland 2010 — 2014
Bachelor’s Degree, Concentration in Finance
Smithtown High School West 2006 — 2010
High School Diploma
New York Life Insurance Company March 2015 - Present
Kian Realty NYC July 2014 - Present
Skills
Chinese Mandarin speaker, Communication, Computer, Customer Relations, Educating Clients, Following Up, Honesty, Knowledge of Purchase..., Listening, Marketing, Networking, Rental Properties, Time Management, Research, Customer Service
Education
Maharishi University of Management 2011 — 2013
Bachelor's degree, Literature
Beihua University 2009 — 2010
Bachelor, Education and English
Sun Life Financial July 2012 - Present
Bank of America March 2012 - April 2012
Citizens Financial Group September 2011 - March 2012
New York Life Insurance Company October 2010 - September 2011
National Brokerage Service May 2009 - June 2010
Sun Life Financial June 2006 - February 2009
Sun Life Financial October 2002 - June 2006
Sun Life Financial February 1999 - October 2002
Sun Life Financial August 1997 - February 1999
WGMC-TV November 1997 - January 1999
Skills
Mentoring, Coaching, Supervising, Insurance, Customer Relations, Process Improvement, Financial Planning, Investments, Long Term Care, Team Building, Annuities, Customer Service, Lotus Notes, Team Leadership, Problem Solving, Customer Satisfaction, Call Center, Access, Excel, Banking, Outlook, Retirement, PowerPoint, Supervisory Skills, Word, Public Speaking, Fixed Annuities, Long-term Care, Strategic Financial..., Microsoft Excel, Training, Call Centers, Marketing, Employee Benefits, Cross-functional Team..., Financial Services, Life Insurance, Disability Insurance, Mutual Funds, Leadership, Management, Sales, Small Business, Forecasting, Program Management, Time Management, Finance, Strategic Planning, Sales Operations, Business Planning
Education
Lyndon State College 1993 — 1997
Bachelor of Science, Meteorology
Weymouth South High School 1984 — 1988
Diploma
Neuberger Berman February 2014 - Present
New York Life Insurance Company September 2012 - February 2014
New York Life Insurance Company September 2010 - September 2012
Brown Brothers Harriman June 2010 - September 2010
AXA Advisors June 2009 - December 2009
Skills
Series 7, series 66, Uniform Combined State..., Finance, Portfolio Management, Investments, Mutual Funds, Securities, Analysis, Security Operations, Investment Advisory, Fixed Income, Asset Allocation, Equities
Education
Manhattan College 2006 — 2010
BS, Finance & Economics
Con Edison June 2015 - Present
Con Edison June 2014 - June 2015
New York Life Insurance Company December 2012 - August 2013
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, Matlab, Engineering, Chemical Engineering, Aspen HYSYS, PowerPoint, Teamwork, Chemistry, Customer Service, Leadership
Education
Manhattan College 2012 — 2015
Bachelor's degree, Chemical Engineering
State University of New York at Oswego 2011 — 2012
Manhattan College
Master's degree, Chemical Engineering
New York Life Insurance Company December 2012 - Present
NYLIFE Securities LLC September 2004 - Present
Education
Loyola College in Maryland
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Delaware
Bachelor of Science (BS), Marketing and Economics
Marsh February 2014 - Present
New York Life Insurance Company September 2012 - January 2014
New York Life Insurance Company July 2010 - September 2012
Skills
Insurance, Life Insurance, Risk Management, Project Management, Process Improvement
Education
St. John's University 2011 — 2014
MBA, Risk Management
Manhattan College 2006 — 2010
BS, Finance
New York Life Insurance Company March 2015 - Present
Darden Restaurants November 2011 - June 2015
Best Buy October 2009 - April 2012
Skills
Waitressing, Sales, Communication, Customer Experience, Merchandising, Computers, Organization, Cleaning, Hosting, Friendly Personality, Learning Quickly, Adapting to New..., Bartending, Cashiering, Phone Etiquette, Food
Education
Macomb Community College 2011 — 2015
enrolled in the Madonna University program, Hospitality Administration/Management
Anchor Bay High school 2006 — 2009
High school diploma
Madonna University
Bachelor of Applied Science (B.A.Sc.), Hospitality and tourism management
Enterprise Community Partners June 2014 - August 2014
Loyola University Maryland August 2013 - August 2014
Miss Shirley's Cafe 2013 - 2014
The Classic Catering People October 2012 - August 2013
New York Life Insurance Company November 2011 - September 2012
Thermo Fisher Scientific July 2007 - September 2009
Skills
Data Analysis, Analysis, Microsoft Excel, Research, Access, Risk Management, Microsoft Office, PowerPoint, Leadership, Software Documentation, Statistics, Microsoft Word, Strategic Planning, Financial Services, Asset Managment, Training, Outlook, Series 6, Series 63, Life Insurance, Life & Health Insurance..., Teamwork, Insurance, Sales, Process Improvement, Editing, Customer Service, Laboratory, Financial Analysis, Testing
Education
Loyola University Maryland 2013 — 2014
Emerging Leaders MBA, Business Administration and Management, General, 3.97
Loyola College in Maryland 2005 — 2009
Bachelor's, Biology, 3.1
Seoul Foreign School 2004 — 2005
High School Diploma, 3.7
California Public Employees' Retirement System (CalPERS) August 2012 - Present
New York Life Insurance Company June 2011 - August 2012
AIG - American General February 2007 - April 2010
Marsh & McLennan Companies, Inc (MMC) May 2005 - February 2007
Aon Consulting September 1998 - March 2005
Automatic Data Processing, Inc (ADP) March 1997 - September 1998
Mercer June 1989 - March 1997
Skills
Employee Benefits, Management, Insurance, Pensions, Actuarial Science, Retirement, Life Insurance
Education
Macquarie University 1984 — 1986
B. Economics, Actuarial Science, Econonics, Statistics
Society of Actuaries
FSA, Actuarial Science
Legg Mason March 2014 - Present
Morgan Stanley July 2012 - December 2013
Diageo January 2012 - July 2012
Federal Home Loan Bank of New York June 2011 - September 2011
New York Life Insurance Company 2010 - 2011
UBS Investment Bank 2009 - 2010
Legg Mason 2005 - 2008
Citigroup Asset Management 2004 - 2005
Citigroup Asset Management 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Business Intelligence, Business Objects, Oracle, SQL, Web Intelligence, Process Scheduler, WebIntelligence
Education
Manhattan College
BS
Pace University
MBA
University of Illinois at Urbana-Champaign
MS (80% complete)
M&T Bank December 2011 - Present
M&T Bank September 2005 - Present
M&T Bank September 2005 - Present
M & T Bank September 2005 - Present
New York Life Insurance Company July 2004 - August 2005
New York Life Insurance Company July 2004 - August 2005
Bankers Life & Casualty Company December 2003 - May 2004
Bankers Life & Casualty Company December 2003 - May 2004
Ministry of Electricity August 1981 - September 2003
Dubai Government August 1981 - September 2003
Skills
Disability Insurance, Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, Estate Planning, Financial Planners, Retirement, Portfolio Management, Mutual Funds, Banking
Education
Magadh University 1970 — 1973
Master of Science, Botany
Magadh University 1968 — 1973
Master of Science, Botany, Chemistry & Zoology
Gaya College
Bachelor of Science, Botany, Chemistry & Zoology
Magadh University
Master of Science, Botany
Magadh University
Master of Science, Botany
New York Life Insurance Company March 2013 - Present
Alpha Bravo Charlie Media 2009 - Present
AXA Equitable November 2012 - March 2013
AXA Equitable December 2010 - March 2013
Diversant/AXA Equitable June 2010 - December 2010
IBM Global Financing October 2009 - March 2010
IBM Global Financing December 2006 - March 2010
Global Credit Solution November 2004 - December 2006
Global Credit Solution January 2002 - November 2004
IBM Global FInancing March 2000 - January 2002
Skills
Enterprise Architecture, Solution Architecture, DJ, SOA, Architecture, Requirements Analysis, Application Architecture, SDLC, Web Services, Integration, Technical Architecture, Databases, J2EE, Application Development, IT Strategy, UML, EAI, Websphere, Software Development, XML, System Architecture, Java, Business Management, SQL, Business Analysis, Java Enterprise Edition, Management, Requirements Gathering, Systems Analysis, TOGAF
Education
DubSpot 2010 — 2010
DJ Extensive, Analog DJing, Digital DJing, Serato Scratch Live, Ableton Live
Manhattan College 1986 — 1990
BS, Computer Science
Architecting the Enterprise
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company February 2012 - Present
Bass and Bucks Proshop February 2010 - November 2011
Dunham's Sports June 2008 - February 2010
Skills
Insurance, Finance, Retirement, Financial Services, Securities, Analysis, Accounting, Tax, Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Financial Analysis, FINRA, Fixed Annuities, Life Insurance, Financial Advisory
Education
Manchester College 2004 — 2008
Bachelor's degree, Business Administration, Management and Operations
Hamilton High School 2000 — 2004
AAA Allied Group July 2014 - Present
First Niagara Bank April 2012 - February 2014
New York Life Insurance Company December 2010 - March 2012
The Hartford May 2008 - October 2010
Skills
PowerPoint, Windows, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Editing, C++, C, Java
Education
Penn State University 2013 — 2018
None, Business Administration and Management, General
Manchester Community College 2005 — 2006
Sandy Spring Bank November 2014 - Present
New York Life Insurance Company September 2013 - October 2014
Advanced Bioscience Laboratories March 2011 - June 2013
Skills
Financial Services, Life Insurance, Guaranteed Lifetime..., Protein Purification, ELISA, qPCR, Sales Prospecting, Retirement Planning, First Aid and CPR, Buy Sell Agreements, Investments, Finance, Insurance, Retirement
Education
University of Kentucky 2009 — 2011
Loyola University Maryland 2005 — 2009
Bachelor of Science (B.S.), Biology, General
Bay Shore High School 2001 — 2005
New York Life Insurance Company March 2007 - July 2012
New York Life Insurance Company July 2004 - March 2007
New York Life Insurance Company March 2002 - July 2004
New York Life Insurance Company 1996 - 2002
Skills
Leadership, Coaching Staff, Mentoring, Resource Management, Project Management, Financial Analysis, Staff Development, Technical Staff..., Third Party Vendor..., Business Relationship..., Commitment to Customer..., Information Security..., Business Analysis, Personnel Selection, Job Evaluation, Lotus Notes, Microsoft Office 2007, Accurate Record Keeping, Outstanding time..., Strategic Planning, Highly detail oriented, Communication, Research, IT Management, Life Insurance, Full SDLC, Budget Reconciliation, Analysis, System Administration, Business Strategy, Management, Process Improvement, Vendor Management, Integration, PMO, Databases, Cross-functional Team..., Team Leadership, Requirements Analysis, Budgets, Access, Business Process..., Software Documentation, Information Technology, Enterprise Software, Time Management, Account Management, Lead Generation, Risk Management, Insurance
Education
Manhattan College 1975 — 1978
Bachelor of Arts (BA), Sociology, Graduated Cum Laude
Learning Tree
New York Life Insurance Company June 1975 - Present
Skills
Insurance, Employee Benefits, Series 7, Series 24, Retirement Planning, Fixed Annuities, Pensions, Actuarial Science, Long-term Care, Mutual Funds, Retirement, Life Insurance, 401k, Financial Services, Fixed Income, Wealth Management, Strategic Financial..., Long Term Care Insurance, Disability Insurance, IRAs, Estate Planning, Series 63, Variable Annuities, Securities, Series 6, Financial Planners, Investments, Term Life Insurance, Wealth Accumulation, 401k Rollovers, Asset Allocation, Financial Advisory, Defined Benefit, Wealth, Investment Strategies, Retirement Plan..., Investment Advisory, Whole Life, Series 65, Health Insurance, Wealth Management..., FINRA, Portfolio Management, Asset Management, Alternative Investments, ERISA, Personal Finance, Investment Management, Executive Pay, ALM
Education
Manhattan College 1971 — 1975
BS, Mathematics
New York Life Insurance Company January 2015 - Present
Connecticut Air National Guard March 2009 - Present
Walter Surface Technologies November 2013 - May 2014
Walter Surface Technologies November 2011 - November 2013
USA Security Services Corp 2012 - 2013
Walter Surface Technologies August 2011 - November 2011
The Hartford April 2011 - July 2011
DST Output June 2002 - October 2006
Skills
Sales Operations, Sales, Team Building, Marketing Strategy, Marketing, Microsoft Word, Leadership, Troubleshooting, Training, Microsoft Office, Salesforce.com, Team Leadership, B2B, Management, New Business Development, Six Sigma, Product Development, Manufacturing, Lead Generation, Customer Retention, Customer Support, Advertising, Operations Management, Long-term Customer..., Customer Satisfaction, Sales Process, Direct Sales, Business Strategy, Key Account Management, Product Marketing, Public Relations, Information Assurance, Information Awareness, Product Management, Inventory Management, Process Improvement
Education
Branford Hall Career Institute 2001 — 2002
Diploma in Software/Networking Applications, Information Technology
Manchester Community College 1996 — 1997
Criminal Justice
Windsor High School 1993 — 1996
General Studies
New York Power Authority February 2012 - Present
MTV / Viacom Media Network July 2011 - March 2012
New York Life Insurance Company January 2011 - June 2011
Manhattan College August 2008 - May 2011
New York Power Authority June 2010 - August 2010
Skills
Microsoft Suites, SAP, SAP MM Module, SAP Configuration, SAP Implementation, SAP ERP, SharePoint, Procurement, Process Improvement, Software Documentation, Public Speaking, PowerPoint, Microsoft Excel, Analysis, Project Management, Research
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (MBA), Executive Management
Manhattan College 2008 — 2011
Bachelor of Science, Double Major in Finance and Marketing, 3.0
University of Delaware 2007 — 2008
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2008 - Present
South End Business Alliance January 2011 - January 2013
MassBike January 2007 - May 2010
Bak Bay Bicycles 2004 - 2009
Randstad January 2008 - December 2008
Information Mapping, Inc. September 2004 - March 2006
Skills
Retirement Planning, Succession Planning, Risk Management, Wealth Preservation..., Performance Consulting, Executive Management, Personnel Recruiting, Workshop Facilitation, Mentoring, Training Facilitation
Education
The American College of Financial Planning 2013 — 2014
Certified Financial Planner, CFP, Enrolled CFP Designation
Plymouth State University
Bachelors of Science, Business Management
Macquarie University
Study Abroad Program
Natick
Prudential Financial August 2015 - Present
Game Plan Strategy, Inc May 2012 - August 2015
New York Life Insurance Company October 2010 - July 2011
Independent Insurance March 2004 - October 2010
City of Chicago December 1992 - March 2005
Skills
Income Planning, Life Insurance, Fixed Indexed Annuities, Retirement Planning, College Savings Plans, Strategic Financial..., Leadership, Financial Goals, Retirement, Financial Services, Fixed Annuities, Indexed Annuities, Insurance, Term Life Insurance, 401k, Finance, Financial Planning, Long-term Care, Public Speaking, Sales, Strategic Planning
Education
Loyola University Chicago 1987 — 1992
B.A., Communication
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Wayland Academy August 2012 - August 2014
AstroCamp August 2011 - August 2012
Skills
Science, Mathematics, Public Speaking, Public Relations, Employee Relations, Higher Education, Educational Leadership, Education, Community Outreach, Microsoft Office, Nonprofits, Event Planning, Strategy, Research, Teaching, Editing, Microsoft Excel, Team Leadership, Customer Service
Education
Macalester College 2007 — 2011
Bachelor of Science (BS), Physics and Astronomy
Macalester College 2007 — 2011
Bachelor's degree, Physics and Astronomy
Apple Valley High School
Apple Valley High School
Metropolitan Waterfront Alliance January 2015 - Present
New York Life Insurance Company October 2013 - August 2014
Private Investment Firm November 2010 - May 2013
Catholic Charities of Onondaga County August 2009 - May 2010
Jesuit Volunteer Corps August 2007 - September 2008
Skills
Community Outreach, Event Planning, Volunteer Management, Social Media, Nonprofits, Public Relations
Education
Loyola University Maryland 2003 — 2007
Bachelor of Arts (B.A.), Communication
American University of Paris 2006 — 2006
Manhattan College 2014 - Present
Manhattan College 2011 - Present
New York Life Insurance Company May 2014 - August 2014
Skills
Accounting, Time Management, Tutoring, Fundraising, Leadership, Microsoft Office, Event Planning, Research
Education
Manhattan College 2010 — 2015
Master of Business Administration (MBA), Accounting, MBA
Marymount School of New York 2006 — 2010
Diploma
New York Life Insurance Company September 2014 - Present
Intelsat July 2013 - August 2014
New York Life Insurance Company June 2012 - June 2013
New York Life Insurance Company June 2010 - June 2012
Interbrand February 2010 - May 2010
KPMG US June 2009 - 2010
Skills
Financial Reporting, Accounting, US GAAP, Financial Analysis, Microsoft Excel, Financial Accounting, Mutual Funds, Financial Modeling, GAAP, Strategic Financial..., Finance, Hedge Funds, Internal Controls, Auditing, Tax, PowerPoint, Insurance, Microsoft Office, Access, SAP, Sarbanes-Oxley Act, QuickBooks, Analysis, Tax Preparation, Outlook, Cash Management, Payroll, Budgets, Variance Analysis, Risk Management, Equities, Data Analysis, SEC filings, Investments, Account Reconciliation, Financial Services, Asset Management, General Ledger, Due Diligence, Lotus Notes, Oracle E-Business Suite, Business Objects, Accounts Payable, Cash Flow, Financial Statement..., Financial Statements, Revenue Recognition, Internal Audit
Education
Manhattan College 2006 — 2010
Bachelor of Applied Science (BASc), Accounting
AXA Advisors August 2015 - Present
New York Life Insurance Company January 2015 - August 2015
Bank of America June 2014 - January 2015
LiveOps February 2011 - June 2014
West at Home March 2011 - January 2012
St. Mary's Catholic Center November 2010 - February 2011
Covenant House November 2009 - August 2010
Hollister Co. July 2009 - November 2009
Skills
Adobe Acrobat, Bloomberg Software, Microsoft Office, Strategic Partnerships, Microsoft Windows, NetExchange Pro, Trumpet, Vocal, Employee Benefits, Human Resources, Windows, Call Centers, Access, Insurance, Data Entry, Customer Service, Program Management, Management, Community Outreach, Sales, Team Building, Leadership, Public Speaking
Education
University of St. Thomas 2010 — 2013
Master of Divinity (MDiv)
University of New Orleans 2003 — 2005
Master of Business Administration (MBA), Finance, General
Loyola University New Orleans 1999 — 2003
Bachelor of Business Administration (BBA), International Business
Ridgewood Preparatory School 1996 — 1999
Diploma
Crystal Financial Insurance Services March 2012 - Present
Crystal Financial Ins Svcs November 2006 - Present
Crystal Financial Insurance Services 2006 - Present
Access Health Ct March 2013 - January 2014
Cape School Inc. January 2007 - March 2012
Liberty Mutual Insurance 1992 - 2006
New York Life Insurance Company 2001 - 2005
Skills
Commercial Insurance, Insurance, Term Life Insurance, Property & Casualty..., Umbrella Insurance, Life Insurance, General Insurance, Liability, Health Insurance, Small Business, Retirement Planning, Fixed Annuities, Commercial Lines, Long Term Care Insurance, Sales, Estate Planning, Long-term Care, Disability Insurance, Homeowners, Professional Liability, 401k, Financial Planners, D&O, Claim, Workers Compensation, Accident, Universal Life, Whole Life, Customer Service, Marketing, Financial Planning, Strategic Planning, Leadership, Team Building, Employee Benefits
Education
Springfield College 1995 — 1997
Bachelor's degree, Health & Human Services
Manchester Community College 1990 — 1992
Communications, Journalism
Guggenheim Partners September 2015 - Present
WBI Investments December 2013 - August 2015
Guggenheim Partners September 2012 - December 2013
Caxton Alternative Management March 2012 - September 2012
The Little Gym of Spotswood June 2007 - June 2012
Caxton Associates 2000 - 2007
Cantor Fitzgerald 1997 - 2000
New York Life Insurance Company 1995 - 1997
Skills
Hedge Funds, Alternative Investments, Account Reconciliation, Fixed Income, Financial Accounting, Fund Accounting, GAAP, Derivatives, Equities, Financial Analysis, Private Equity, Accounting, Series 7, Financial Reporting
Education
Pace University - Lubin School of Business 1998 — 2000
Masters of Business Administration, Financial Management
Manhattan College 1991 — 1995
Bachelor of Science, Accounting and Finance
TGC May 2014 - Present
Casa Automotive Group November 2013 - June 2014
New York Life Insurance Company December 2013 - May 2014
Armenian Cultural Foundation September 2010 - February 2014
United Nations July 2012 - August 2012
Skills
Time Management, PowerPoint, Social Networking, Management, Nonprofits, Fundraising, Microsoft Word, International Relations, Microsoft Excel, Public Relations, Community Outreach, Public Speaking, Social Media Marketing, Event Management, Editing, Social Media, WordPress, Multilingual, Keynote, Prezi, Armenian, English, Mac, PC, Organization, Marketing, Project Management, Social Entrepreneurship, Organizational..., Coordinating Events, Innovation, Annual Reports
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
Master’s Degree
Loyola Marymount University
Human Resources Management
Woodbury University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, Graduate
Rose and Alex Pilibos 2004 — 2010
High School Diploma
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC (member FINRA/SIPC) A Licensed Insurance Agency December 2010 - Present
New England Financial March 2004 - November 2010
GreenPath Debt Solutions November 1999 - June 2001
CMS Energy 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Disability Insurance, Strategic Planning, Wealth Accumulation, Finance, Retirement, Securities, Insurance, Small Business, New Business Development, Investments, Long Term Care Insurance, Team Building, Wealth Transfer...
Education
Madonna University 1985 — 1990
BS, Business
Farmington High School
Manhattan College February 2013 - Present
New York Life Insurance Company May 2015 - August 2015
Trade Supply Group September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Xavier High School September 2013 - June 2014
Skills
PowerPoint, Public Speaking, Microsoft Word, Teamwork, Social Media, Microsoft Excel, Time Management, Coaching, Outlook, Facebook, Management, Personal Income Tax...
Education
Manhattan College 2015 — 2017
Master of Business Administration (M.B.A.)
Manhattan College 2012 — 2016
Bachelor's Degree, Accounting, 3.87
Xavier High School 2008 — 2012
High School Diploma, 3.7
New York Life Insurance Company November 2012 - Present
Skills
Strategic Financial..., Life Insurance, Public Education, IRAs, Customer Service, Sales, Retirement Planning, Leadership, Public Speaking, Mutual Funds, Long-term Care, Community Outreach, Conflict Resolution, Food & Beverage, Political Organization, Labor Relations, Team Building, Marketing, Investments, Insurance, Small Business, Estate Planning
Education
Loyola Marymount University 1977 — 1981
Bachelor of Arts (BA), Communication Arts
Loyola High School, Los Angeles, CA 1973 — 1977
TD January 2015 - Present
TD June 2014 - January 2015
TD February 2012 - June 2014
TD July 2011 - February 2012
American Income Life May 2011 - July 2011
New York Life Insurance Company February 2011 - April 2011
Vilage & Company LLC August 2008 - January 2011
UBS July 2006 - July 2008
Skills
Banking, Retail Banking, Retirement Planning, Customer Service, Customer Retention, Property & Casualty..., Fixed Annuities, Customer Oriented, Customer Engagement, IRAs, CDS, Mutual Funds, Term Life Insurance, Whole Life, Sales, Financial Goals, Cold Calling, Finance, Insurance, Loans, Microsoft Word, Financial Services, Microsoft Office, Investments, Consumer Lending
Education
Westchester Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
Palm Beach Community College 2003 — 2005
Business Administration and Management, General
Lynn University 2001 — 2002
Business Administration and Management, General
Archbishop Stepinac High School 1997 — 2001
High School Degree, Liberal Arts and Sciences/Liberal Studies
St. Pauls The Apostile School- Grade School 1987 — 1997
Travel Central January 2013 - Present
New York Life Insurance Company May 2012 - December 2012
Ascension Parish School Board August 2011 - May 2012
Louisiana State University August 2011 - May 2012
Dr. Susan Andrews August 2010 - August 2011
Dr. Cindy Ashkins May 2010 - August 2011
Skills
Internet Explorer, Networking, Database Administration, Outlook, Crisis Communications, Team Management, Self-driven, Organizational..., Appointment Scheduling, Multi-line Phone, microsoft office suite, Mac OS X, Volunteer Recruiting, Office Administration, Microsoft Office, Customer Service, Event Planning, Facebook, Travel, Social Networking
Education
LSU 2011 — 2012
Florence University of the Arts 2009 — 2009
Lynn University 2006 — 2010
Bachelor of Art, Human Services
South Walton High School 2005 — 2006
Isidore Newman School 1993 — 2006
High School Diploma
Time Warner Cable March 2012 - Present
Goldman Sachs October 2009 - February 2012
New York Life Insurance Company April 2007 - September 2009
Infosys December 2005 - March 2007
Tata Consultancy Services November 2004 - November 2005
Wipro BPO March 2003 - October 2004
Skills
SQL, ASP, .NET, HTML, CSS, C#, MS-SQL, T-SQL, Framework
Education
Mahatma Gandhi University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
Caterpillar Inc April 2014 - Present
Caterpillar Inc. September 2011 - March 2014
Caterpillar Inc. April 2007 - September 2011
Caterpillar Inc. September 2005 - April 2007
Caterpillar Inc. May 2004 - August 2004
New York Life Insurance Company March 2003 - July 2003
UBS May 2002 - August 2002
PaineWebber May 2001 - August 2001
Skills
Sales Management, Sales, Negotiation, New Business Development, Product Development, Six Sigma, Contract Negotiation, Marketing Strategy, Manufacturing, Strategic Planning, Sales Operations, Customer Service, Marketing, Business Planning, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelor of Science (B.S.), International Marketing
Macquarie University 2003 — 2003
Summit High School 1998 — 2001
Security Benefit February 2015 - Present
New York Life Insurance Company September 2014 - January 2015
AIG September 2013 - September 2014
Aviva Investors 2011 - September 2013
Axis Specialty US Holdings 2006 - 2011
Axis Specialty US Holdings 2006 - 2009
ING 2006 - 2006
ING 2005 - 2005
ING 2003 - 2004
ING 2002 - 2003
Skills
Risk Management, Financial Analysis, Change Management, FSA, SOX Compliancy, SEC, FINRA, Solvency 2, IFRS, Internal Controls, Auditing, Strategic Planning, Project Management, Team Building, Contract Negotiation, Asset Managment, Treasury Planning, Cash Planning, Internal Audit, Financial Risk, Financial Goals, Financial Reporting, Solvency II, Sarbanes-Oxley Act, Asset Management, Project Planning, Financial Services, Insurance, Finance, Accounting, Enterprise Risk..., Outsourcing, Sarbanes-Oxley, US GAAP, Assurance, Payroll, Accounts Payable, Strategic Financial..., Financial Audits, Financial Accounting, External Audit, Cash Flow Forecasting, Variance Analysis, Executive Management, Budgets, Financial Statements, SEC filings
Education
Loyola University Chicago 1998 — 2000
Bachelor of Business Administration: Accounting,, Accounting
New York Life Insurance Company July 1988 - Present
Education
Lynn University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Islip High School 2002 — 2005
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company August 2014 - August 2015
New York Life Insurance Company June 2013 - August 2014
New York Life Insurance Company June 2011 - June 2013
Darrison Barrett & Associates, LLC January 2011 - April 2011
Skills
Fixed Annuities, Variable Annuites, Series 6, Variable Universal Life, Insurance, Securities, Variable Life, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
Manhattan College 2007 — 2011
B.A., Government
Guaranteed Rate June 2012 - Present
Showtime Sport's Bar July 2010 - August 2012
Northwestern Mutual February 2012 - May 2012
New York Life Insurance Company January 2009 - June 2010
Skills
Windows, QuickBooks, Microsoft Office, Adobe Acrobat, Leadership, Finance, Accounting, Investments, Project Management, Credit, Time Management, Mutual Funds, Valuation, Networking, Policy, Microsoft Excel
Education
Loyola University Chicago 2005 — 2008
Bachelor of Arts (BA), Economics
Moraine Valley Community College 2003 — 2004
Associate of Arts and Sciences (AAS)
New York Life Insurance Company November 2012 - June 2014
Keystone Automotive Operations February 2000 - March 2012
Skills
Account Management, Sales Management, Sales, Customer Service, Wholesale
Education
Wyoming Area Secondary Center
Luzerne County Community College
AIG May 2013 - Present
AIG 2012 - April 2013
New York Life Insurance Company 2001 - 2012
Marsh 1995 - 2000
Johnson & Higgins 1995 - 1998
Praxair 1990 - 1995
Skills
Relationshp Management, Program and Portfolio..., Strategy and Planning, Management, Program Management, Vendor Management, Strategy, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, Governance, Project Management, IT Management, Analysis, Mergers & Acquisitions, Business Strategy, Project Planning, Strategic Planning, Business Planning, Enterprise Software, PMO, Team Management, Financial Analysis, Budgets, Financial Services, Executive Management, Portfolio Management, Finance, Business Process..., IT Strategy, Financial Risk, Business Process..., Strategic Financial..., SDLC, Management Consulting, Leadership, Integration, Insurance, Information Technology, Business Intelligence, Change Management, Requirements Analysis, Enterprise Risk..., Business Process, Software Project..., Employee Benefits
Education
Manhattan College 1992 — 1994
MBA, Marketing, 3.9
Rutgers University-New Brunswick 1988 — 1990
Masters, Mechanical Engineering
Manhattan College 1984 — 1988
B.E., Mechanical Engineering
Inter-lux June 2013 - Present
Accountemps 2012 - June 2013
Hayfields Country Club 2011 - 2012
Chestnut Ridge Country Club 2011 - 2011
Blue Grass Tavern 2010 - 2011
New York Life Insurance Company 2005 - 2007
Skills
•Knowledge of accounts..., •Understanding of..., •Ability to prepare..., •Track expenses by..., •Prepare financial..., •Strong abilities to..., •Motivated self..., •Ensure customer..., •Ability to manage..., •Experience working in..., Accounts Payable, Invoicing, Microsoft Excel, Accounts Receivable, Account Reconciliation
Education
Anne Arundel Community College 2012 — 2013
Certificate of Business Management, Financial Accounting
Loyola University Maryland 2001 — 2005
Bachelor in Business Administration, Finance, Computer Science
Severna Park High School
JPMorgan Chase February 2014 - Present
JPMorgan Chase May 2013 - February 2014
JPMorgan Chase July 2011 - May 2013
New York Life Insurance Company September 2010 - December 2010
Madison Square Garden May 2010 - August 2010
Skills
Investment Banking, Corporate Finance, Financial Services
Education
Manhattan College 2007 — 2011
Bachelor's of Science, Finance
New York Cash Exchange 2015 2015 - 2015
New York Cash Exchange 2015 2015 - 2015
Tower Group Companies 2013 - 2015
Financial Services Industry 2012 - 2013
New York Life Insurance Company 2010 - 2011
Independent Consultant, Northeast 2008 - 2010
KPMG US 2006 - 2008
Aviva Life Insurance Company 2001 - 2005
Pan American Life Insurance July 1997 - August 2000
Skills
Internal Controls, Accounting, Finance, Portfolio Management, Banking, Investments, Auditing, Treasury, Derivatives, Insurance, Strategic Planning, Project Management, Analysis, Business Strategy, Outsourcing, Financial Analysis, Corporate Finance, Risk Management, Leadership, Financial Modeling, Treasury Management, Enterprise Risk..., Financial Reporting, Mergers & Acquisitions, Management Consulting, Budgets, Process Improvement
Education
Tulane University - A.B. Freeman School of Business 1996 — 1997
MBA, Finance
Loyola University New Orleans
BBA, Finance
Thrivent Financial February 2014 - Present
Parlato Properties LLC / Glory Days Tavern December 2014 - June 2015
Mercedes-Benz Club of America 2013 - June 2015
North East Planning Corporation July 2013 - January 2014
New York Life Insurance Company September 2010 - March 2011
New England Wealth Strategies July 2008 - December 2009
Princeton Restaurants Inc August 1982 - March 2008
AT&T January 1981 - December 1985
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Hedge Funds, Wealth Management, Financial Services, Finance, Asset Management, Alternative Investments, Equities, Trading, Series 7, Retirement, Asset Allocation, Financial Advisory, Options, Capital Markets, Financial Analysis, Estate Planning, Investment Advisory, Fixed Annuities, Investment Strategies, Derivatives, Private Equity, Securities
Education
Manhattan College 1976 — 1980
Bachelor of Science (BS), Finance, General
Pace University - Lubin School of Business
Xaverian HS
Xerox August 2015 - Present
BestProWeb.com March 2012 - August 2015
Apex Data Solutions October 2014 - May 2015
New York Life Insurance Company May 2013 - October 2014
Citibank October 2012 - May 2013
Viles and Beckman, LLC October 2010 - March 2012
Citigroup April 2008 - October 2010
The Midland Company September 2007 - March 2008
ASG Software Solutions September 2006 - September 2007
vFinance August 2005 - August 2006
Skills
SEO, B2B, B2C, SQL Server, Databases, User Interface Design, Application Development, Web Applications, CSS, HTML, JavaScript, XML, Photoshop, PHP, SQL, Windows, Information Architecture, Web Development, MySQL, AJAX, Strategic Planning, Web Design, Online Marketing, Illustrator, Microsoft Office, Graphic Design, Dreamweaver, Customer Relations, XHTML, Business Analysis, Excel, ASP, Access, E-commerce, Social Media, Visio, Web Analytics, Email Marketing, SEM, Programming, Team Building, DHTML, User Interface, Usability Testing, User Experience, Google Analytics, Microsoft Excel, Microsoft SQL Server, N-tier, Online Advertising
Education
Tampa SEO Academy 2006 — 2006
Certification, Search Engine Optimization (SEO)
Madison Area Technical College 2001 — 2001
Certification, Extensible Markup Language (XML)
University of Maryland, (UMUC) Bad Aibling, Germany (US Military Overseas Campus) 1997 — 2000
Computer Science
New York Life Insurance Company June 2015 - Present
Piscione & Associates CPA January 2014 - May 2015
Indiana Crop Inspection Agency (ICIA) July 2010 - August 2014
Funderberg library January 2012 - May 2014
Piscione & Associates CPA January 2014 - February 2014
Lacross High School June 2009 - August 2010
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Time Management, Public Speaking, Data Analysis, Communication
Education
Manchester University 2010 — 2014
Bachelor of Arts (B.A.), Accounting & Finance, Graduate
LaCrosse High School 2008 — 2010
Valparaiso High Scool 2007 — 2008
Broadridge July 2015 - Present
CohnReznick July 2012 - July 2015
J.H. Cohn LLP July 2009 - October 2012
J.H. Cohn LLP November 2006 - July 2009
New York Life Insurance Company July 2004 - January 2005
Skills
Auditing, US GAAP, Financial Reporting, GAAP, Accounting, SEC Filings, Financial Accounting, Internal Controls, General Ledger, External Audit, Financial Analysis, Financial Statements, Financial Audits, SEC filings, Microsoft Excel, Account Reconciliation, Management
Education
Monmouth University 2001 — 2005
BS, Accounting
Macquarie University 2004 — 2004
Study Abroad
Daily Management Resorts September 2012 - Present
Spirit Incentives June 2010 - August 2011
R&R IT Consulting August 2009 - May 2010
Star Clippers Americas June 2007 - August 2009
Thales e-Security September 2006 - January 2007
ERA June 2003 - July 2006
New York Life Insurance Company August 2000 - December 2003
Bank of New York Mellon September 1994 - August 2000
Moses & Singer LLP September 1992 - July 1994
Philip Morris Management Corp. April 1987 - July 1992
Skills
Servers, Disaster Recovery, Firewalls, Active Directory, Security, Windows Server, Windows, Windows Server 2003, Hardware, DNS, Cloud Computing, Network Administration, XP, Troubleshooting, System Administration, Business Continuity, Windows Server 2008, Microsoft Office, DHCP, TCP/IP, Blackberry, Laptops, Workstations, VPN, Network Security, Operating Systems, VMware ESX, SAN, IT Management, Computer Hardware, Windows 7, IIS, Storage, Server Architecture, HP, Desktop Support, Backup Exec, Documentation, Antivirus, IP, CNE, Technical Support, Microsoft Exchange, Software Installation, Networking, Blackberry Enterprise..., WAN
Education
Manhattan College 1981 — 1985
BS, Management Information Systems
MSGR Scanlan 1974 — 1977
Academic, General
St. Dominic's Grammar School
Poet / Freelance Writer / Creative Writing Workshop Leader July 2013 - Present
New York Writers Coalition 2007 - Present
New York Life Insurance Company December 2012 - June 2013
Kaplan Test Prep and Admissions December 2006 - October 2011
Elsevier 2000 - 2006
Frederick Douglas Creative Arts Center 1996 - 1999
Skills
Editing, Copy Editing, Public Speaking, Research, Proofreading, Social Media, Teaching, Marketing, Creative Writing, Literature, Books, Copywriting, Storytelling, Newsletters, Publications, Journalism, Poetry, Web Content, Content Development, Editorial, Publicity, Publishing, Ghostwriting, Non-fiction, Freelance Writing, History, Fact-checking, Content Management, Published Author, Blogging, Teaching Writing, Speech Writing, Content Strategy, Technical Writing, Feature Articles, Ebooks, Facebook, Social Networking, AP Style, Magazines, Grant Writing, Press Releases, Online Publishing, Tutoring, Higher Education, Text Editing, Short Stories, Fiction, Book Reviews, Admissions
Education
Macalester College 1977 — 1981
Bachelor of Arts (B.A.), Sociology and Religion
United Theological Seminary of the Twin Cities
Cave Canem 2007 — 2008
Creative Writing
New York Life Insurance Company Licensed independent agentAffordable Insurance OptionsApril 2003 - January 2011
New York Life Insurance Company 2010 - 2011
Looksmart Salon October 1987 - January 2002
Skills
Fixed Annuities, Long Term Care Insurance, Insurance, Employee Benefits, Small Business
Education
Maryville University of Saint Louis 1973 — 1975
Medical Technology
Loyola University New Orleans
Medical Technology
Fidelity Capital Markets 2009 - Present
Citigroup Global Markets Inc 2005 - 2009
Deutsche Bank 2000 - 2004
New York Life Insurance Company 1993 - 2000
Education
Manhattan College
New York Life Insurance Company March 2015 - Present
Clyde & Co US LLP December 2006 - March 2015
Rivkin Radler LLP September 2005 - December 2006
Office of New York State Attorney General January 2005 - May 2005
Skills
Litigation, Legal Writing, Motions, Insurance, Civil Litigation, Mediation, Arbitration, Courts, Legal Research
Education
Saint John's University School of Law 2002 — 2005
JD
Manhattan College 1998 — 2002
B.S., Biochemistry
New York Life Insurance Company January 2015 - Present
New York Life July 2004 - Present
New York Life Insurance Company July 2004 - March 2009
Park Avenue Securities 2001 - 2004
Skills
Series 7, Compliance, Excel, Word, Outlook, PowerPoint, Budgeting, Customer Service, Access, Lotus Notes, Microsoft Excel, Budgets, Series 63, Securities, FINRA, Risk Management, Mutual Funds, Microsoft Word, Financial Services, Equities, Investments, Insurance, Asset Management, Finance, Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Financial Analysis, Fixed Income, Investment Advisory, Leadership
Education
Manhattan College 1992 — 1996
Bachelor of Science, Finance
Manhattan College 1992 — 1996
Bachelor's degree in Finance
New York Life Insurance Company July 2014 - Present
PMSI May 2012 - July 2014
Bunch & Associates October 2006 - May 2012
V3 Systems 2003 - 2004
Skills
SDLC, Scrum, Requirements Analysis, XML, Agile Methodologies, Quality Center, Requirements Gathering, Software Quality..., User Acceptance Testing, Visio, SharePoint, Quality Assurance, Microsoft SQL Server, Software Project..., SQL, Integration
Education
Mangalore University 1994 — 1999
BE, Computer Engineering
NMAMIT,Nitte 1994 — 1999
B.E, Computer Science
New York Life Insurance Company August 2013 - Present
Valley Honda September 2007 - March 2012
Skills
Insurance, Health Insurance, Investments, Business Development, Term Life Insurance, Sales Management, Business Planning, Sales Process, Financial Analysis, Estate Planning, Policy, Strategic Financial..., Accounting, Life Insurance, Budgets, Fixed Annuities, Cold Calling, Sales Presentations, Commercial Insurance, Strategic Planning, Microsoft Excel, Selling, Sales, Due Diligence, Product Marketing, Disability Insurance, B2B, Call Centers, Customer Service, Negotiation, Microsoft Office, Account Management, Retail, Customer Retention, Team Building, Retirement Planning, Risk Management, Customer Satisfaction, Marketing Strategy, Team Leadership, Long-term Care
Education
Loyola University Chicago 1992 — 1996
4, International Business
Proviso West High School 1988 — 1991
Lee Enterprises December 2007 - November 2013
Bruker AXS June 1997 - July 2002
New York Life Insurance Company January 1996 - August 1996
Bou-Matic (formerly Dairy Equipment Co.) September 1983 - April 1995
Education
University of Wisconsin-Whitewater 2003 — 2007
BBA, Marketing, Journalism (Advertising Emphasis), 3.85
Madison Area Technical College 1998 — 2003
Applied Arts, Graphic Design, 3.88
Argo Group International Holdings, Ltd. June 2013 - Present
Revlon, Inc. February 2006 - June 2013
Revlon, Inc. January 2006 - February 2013
New York Life International, LLC 2000 - 2006
New York Life Insurance Company 1998 - 2000
CT Corporation 1996 - 1998
Skills
Corporate Governance, Management, Project Planning, Insurance, Due Diligence, Project Management, Legal Writing, Contract Negotiation, Corporate Law, Microsoft Office, Executive Management, Mergers, Strategic Planning, Risk Management, Financial Analysis
Education
Hofstra University 1996 — 1996
Honors Certificate, Paralegal Studies
Lynn University 1990 — 1993
Bachelor of Arts, Elementary Education
New York Life Insurance Company August 2014 - Present
Dillards November 2011 - August 2014
Accolade Home Care and Hospice April 2009 - June 2012
Sweet Adelines International January 2010 - May 2012
Liberty Fundraising October 1997 - July 2009
Galbraith Sales Group January 1997 - January 1999
Southwestern Bell Mobile January 1996 - January 1997
Dillard’s Dept. Stores January 1993 - January 1996
Skills
Public Speaking, Event Planning, Public Relations, Sales, Fundraising, Customer Service, Event Management, Team Building, Leadership Development, Marketing, Leadership, Strategic Planning, Nonprofits, Sales Management, Microsoft Office, Marketing Communications, Microsoft Word, Healthcare, Social Media, Social Networking, Non-profits, Project Management, Special Events, Annuity Sales, Business Planning, Buy-sell Agreements, Estate Planning, Legacy Planning, Life Insurance, Long Term Care Insurance, Building Relationships, Customer Relations, Customer Retention, Direct Sales, Event Coordination, Problem Solving, Sales Operations, Sales Process, Selling
Education
Lubbock Christian University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Southwestern University 1985 — 1986
Adecco March 2008 - Present
New York Life Insurance Company December 2006 - March 2008
Buster Constanzi, State Farm Agent September 2006 - December 2006
Palmetto Country Club November 2005 - June 2006
Clark Consulting March 2005 - October 2005
Louisiana State University in Shreveport October 2000 - January 2003
Education
LSU Shreveport 2000 — 2004
B. S., Management and Administration
New York Life Insurance Company February 2013 - Present
CSX Transportation August 2011 - February 2013
KPMG June 2008 - June 2011
KPMG 2000 - 2008
Skills
ITIL, Configuration Management, IT Service Management, BMC Remedy, IT Management, Data Analysis, Visio
Education
Manhattan College 1977 — 1982
Bachelor of Science, Computer Information Systems
Burgess Group, LLC December 2010 - Present
Wellington Management February 2008 - December 2010
J Vista Software, LLC September 2005 - December 2010
REYES Consulting Services March 2009 - March 2010
AMC Theatres June 2007 - January 2008
New York Life Insurance Company September 2005 - April 2007
Skills
WCF, XAML, ASP.NET, C#, SDLC, Software Design, Microsoft SQL Server, Web Services, Healthcare Information..., Visual Studio, SQL, Software Development, .NET, XML, Database Design, Software Engineering, Agile Methodologies, Object Oriented Design, SOA
Education
Maharishi University of Management 2005 — 2008
Master of Science (M.Sc.), Computer Science
Technological University of the Philippines
Select Sports Group May 2015 - Present
Stealth SME September 2013 - Present
The Benchmark Group/Glo-Ball Scouting Service April 2007 - Present
New York Life Insurance Company August 2011 - 2012
The Smallwood Group June 2007 - August 2011
The Benchmark Group June 2005 - June 2007
Essential Sports Group January 2000 - May 2005
Bad Boy Sports 2003 - 2005
Nike Consulting 1999 - 2005
Skills
Relationship Marketing, Product Marketing, Sponsorship, Talent Acquisition, Marketing Strategy, Brand Management, Sports Marketing, Integrated Marketing, Contract Negotiation, Budgets, Strategic Partnerships, Event Management, Sports, Public Relations, Management, Social Media Marketing, Social Media
Education
Dale Carnegie Sale Training 1992 — 1992
1992, General Sales, Merchandising and Related Marketing Operations
Manhattan College 1986 — 1990
Bachelor's degree, Computer Graphics, Marketing, Business
East Orange High
East Orange High
OnDeck February 2014 - Present
AIG April 2013 - February 2014
New York Life Insurance Company September 2011 - April 2013
New York Life Insurance Company July 2010 - September 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, SEC filings, US GAAP, SEC Filings, Financial Modeling
Education
Manhattan College 2006 — 2010
Morgan Stanley March 2015 - Present
New York Life Insurance Company September 2014 - March 2015
New York Life Insurance Company May 2010 - August 2014
Liberty Mutual Insurance October 2008 - May 2010
Skills
Finance Transformation, Project Management, PMO Services, PMO Development, CA Clarity, PowerPoint, SharePoint, SAP Implementation, Operational Improvement, Business Process..., Microsoft Excel, Data Analysis, Data Management, Access
Education
Manhattan College 2004 — 2008
B.A., Government
Stanford University 2014 — 2015
Stanford Advanced Project Management Program
LPL Financial May 2014 - Present
New York Life Insurance Company September 2013 - March 2014
SAS Scandinavian Airlines September 2011 - September 2013
Skills
Marketing Strategy, English, Financial Planners, Life Insurance
Education
Loyola Marymount University 2004 — 2008
BBA, Marketing
New York Life Insurance Company August 2010 - Present
MetLife 2003 - 2009
MetLife October 1988 - December 2008
Skills
Insurance, Risk Management, Analysis, Financial Analysis, Financial Services, Finance
Education
Manhattan College 1985 — 1988
BS in Business Administration, Business - Marketing/Finance
Mount Saint Vincent 1984 — 1988
Harborfields 1981 — 1984
Harborfields High School 1981 — 1984
First National Bank of Omaha April 2014 - Present
CitiGroup August 2010 - Present
New York Life Insurance Company September 2008 - June 2010
Citigroup August 2006 - August 2008
Skills
Wealth Management, Banking, Internal Audit, Retail Banking, Risk Management, Investments, Mutual Funds, AML, Internal Controls, Securities
Education
Manhattan College
MBA, Finance and Economics
Manhattan College
BA, Accounting
Nations Lending Corporation April 2015 - Present
Empire Wealth Strategies, an agency of the Penn Mutual Life Insurance Company May 2014 - Present
New York Life Insurance Company May 2013 - May 2014
A' Mangiare January 2011 - March 2013
David Yurman May 2010 - November 2010
Lifetime Brands November 2005 - June 2009
AJI April 1999 - September 2005
AJI November 1998 - April 1999
Skills
Inventory Management, Purchasing, SAP, MRP, Excel, Outlook, Word, Accounts Payable, Accounts Receivable, QAD, Wholesale Sales, Internet Explorer, Inventory Control, Vendor Relations, Supply Chain Management, Materials Management, Supply Chain
Education
Manhattan College 1986 — 1990
Finance, Bachelor of Science in Business Administration
New York Life Insurance Company April 2015 - Present
Skills
Income Protection, Retirement Planning, Education Funding, Asset Protection, Whole Life Insurance, Permanent Life Insurance, Term Life Insurance, Sports Marketing, Marketing, Public Relations, Sports, Social Media, Social Networking, Social Media Marketing, Sports Management, Media Relations, Fundraising, Press Releases, Microsoft Office
Education
Loyola University Maryland 2006 — 2010
Bachelor of Arts (B.A.), Communications, specialization in public relations & advertising
BlackRock September 2013 - Present
Belsize Grove Partners 2012 - 2013
New York Life Insurance Company 2010 - 2012
Goldman Sachs (Reinsurance Group) 2007 - 2010
MetLife (via acquisition of CitiInsurance in 2005) 2005 - 2007
Citi 2000 - 2005
Banc of America Advisors 1999 - 2000
Putnam Investments 1988 - 1999
Integrated Resources 1987 - 1988
Skills
Investment Management, Alternative Investments, Mutual Funds, Financial Services, Reverse Mortgages, Investments, Wealth Management, Retirement, Asset Managment, Relationship Management, Capital Markets, Fixed Annuities, Asset Allocation, Series 63, Financial Markets, Life Insurance, Insurance, Fixed Income, Asset Management, Retirement Planning, Strategic Financial..., Portfolio Management, Equities, Series 7, Derivatives, Investment Advisory, Financial Risk, Securities, Wealth Management..., Wealth, Investment Strategies, Hedge Funds, FINRA, Separately Managed..., ETFs, 401k, Bonds, Financial Advisory, Institutional..., Options, Management, Business Development
Education
Loyola University of Chicago 1982 — 1986
A.B., History
Niles North
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company April 2012 - June 2015
State Street September 2008 - March 2012
Skills
Fixed Income, Financial Reporting, Microsoft Excel, Auditing, Microsoft Office, Life Insurance, Financial Services, Bloomberg, Insurance, Securities, Fixed Annuities, Prophet, Regression Models
Education
Lycoming College 2004 — 2008
Bachelor's Degree, Actuarial Mathematics, Mathematics
New York Life Insurance Company December 2010 - Present
Interstudio Viaggi July 2010 - August 2010
Manhattan College August 2009 - July 2010
Manhattan College August 2008 - June 2010
Toys R Us November 2006 - June 2010
Interstudio Viaggi January 2007 - January 2008
Education
Manhattan College 2006 — 2010
Bachelor's of Science, Management, Finance
Xavier High School 2002 — 2006
Xavier High School
Manhattan College
Bachelor of Science, Managerial Sciences/ Finance
Crossard Realty Co. Inc. March 1983 - Present
New York Life Insurance Company 1997 - 2001
The O'Connor Group October 1984 - December 1995
Peat Marwick September 1980 - October 1984
Education
Manhattan College 1976 — 1980
BS, Business, Accounting
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
James L Taylor Manufacturing October 2013 - Present
New York Life Insurance Company June 2011 - October 2013
Bonnier Corporation February 2011 - April 2011
Guideposts May 2008 - August 2008
Skills
Dreamweaver, HTML, PHP, Mac OS X, Windows, Apple, Android, Customer Service, Microsoft Office, OS X, Teamwork, PowerPoint, Project Management
Education
Manhattan College 2007 — 2011
Bachelor Of Science (Business Administration), Computer Information Systems
Deutsche Bank June 2015 - Present
GE Capital March 2012 - June 2015
New York Life Insurance Company January 2011 - March 2012
New York Life Insurance Company May 2010 - December 2010
New York Life Insurance Company August 2009 - April 2010
New York Life Insurance Company March 2009 - July 2009
First Investors Corporation October 2008 - February 2009
SunTrust Equipment Financing & Leasing Corp. (SunTrust Bank) June 2007 - July 2008
Skills
Valuation, Bloomberg, Risk Management, Credit, ALM, Financial Risk, Investment Banking, Portfolio Management, Finance, Fixed Income, Investments, Equities, Financial Services, Financial Analysis, Securities
Education
New Jersey Institute of Technology - School of Management 2010 — 2012
MBA
Loyola University Maryland 2003 — 2007
BA, Business Administration
Metlife January 2015 - Present
New England Financial, A MetLife Company January 2012 - December 2014
New York Life Insurance Company June 2003 - December 2011
Brookshire Grocery Company November 1990 - June 2003
Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Risk Management, Retirement Planning, Health Insurance, Life Insurance, Investments, Employee Benefits, Risk Assessment, Group Policy, Small Business, Key Management, Estate Conservation..., Business Conservation...
Education
LSU Shreveport 1992 — 1996
Business
Parkway High School 1989 — 1992
Ameritas Financial 2014 - Present
New York Life Insurance Company 2013 - 2013
Lek Securities Corporation 2006 - 2013
E & J Securities 2010 - 2012
LL Partners 2008 - 2010
Coffey & Pugliese 2006 - 2008
Skills
Trading, Equities, Equity Trading, Electronic Trading, Bloomberg, Series 7, Trading Systems, Insurance, Risk Management, Financial Services, Compliance, Financial Sales, Cash Flow Management, Financial Analysis
Education
Loyola University New Orleans
Bachelor’s Degree
New York Life Insurance Company January 2012 - February 2014
Internal Revenue Service December 2009 - January 2010
DH & LH Corp November 2007 - January 2010
JPMorgan Chase February 2006 - December 2008
BP December 2007 - January 2008
H.H.A.E January 2000 - January 2005
Old Kent Bank January 1999 - September 2000
Evergreen National Bank April 1997 - January 1999
Skills
Organizational..., Sales Management, Operations Management, Business Development, Customer Experience, Finance, Non-profit..., Trusted Business Advisor, Branch Banking, Commercial Banking, Legal Assistance, Legal Issues, Fitness Instruction, Wholesale Purchasing, Pharmacy Technicians, Life Insurance, Disability Insurance, Term Life Insurance, Security Management, Corporate Governance, Federal Government
Education
Northwestern University - The Feinberg School of Medicine 2012 — 2016
Medicine
University of Illinois at Chicago 2010 — 2012
Rutgers, The State University of New Jersey-Camden 2009 — 2011
Human Biology
Loyola University of Chicago 2001 — 2005
Human Biology
Morton College 1997 — 1998
Communication and Media Studies, 4.0
Moraine Valley Community College 1995 — 1996
Associate of Arts and Sciences (A.A.S.), Biology, General, 3.5
New York Life Insurance Company December 2012 - Present
Linden Advisors September 2007 - December 2012
Merrill Lynch September 2006 - August 2007
Bear Stearns May 2005 - August 2007
Bloomberg 2004 - 2005
Skills
Equities, Alternative Investments, Middle Office, Fixed Income, Hedge Funds, CDS, Internal Audit, Operational Risk, Risk Assessment, Auditing, Investment Compliance, Internal Controls, Bloomberg, Public Speaking, Securities Lending, SOX 404, Regulatory Compliance, Risk Analysis, Employee Training, Resource Development, Prime Brokerage, ETFs, Credit Derivatives, Bonds, Mutual Funds, Asset Allocation, Securities, Swaps, Anti Money Laundering, FCPA, UCITS, Basel III
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.4
KMHS 1997 — 2001
High School Diploma
Body Bronze Tanning Salon July 2015 - Present
N-Com January 2009 - Present
New York Life Insurance Company August 2006 - November 2008
Security State Bank March 2005 - July 2006
United States Marine Corps September 2001 - March 2005
Skills
Fiber Optics, Project Management, Telecommunications, Wireless, Project Planning, Broadband, Optical Fiber, Vendor Management, Network Design, Public Speaking, VoIP, Management, Microsoft Office, Leadership, IP
Education
Lubbock Christian University 2002 — 2006
Bachelors in Science, Finance and Accounting
Northwestern Mutual June 2014 - Present
Coventry Health Care, an Aetna Company March 2008 - February 2014
Humana March 2003 - March 2008
Hallmark Service Corporation / BCBS of Illinois October 2001 - March 2003
Conseco Medical Insurance Company March 1997 - October 2001
New York Life Insurance Company January 1996 - September 1997
Trek Bicycle June 1988 - December 1995
Skills
Health Insurance, Insurance, Underwriting, Claim, Term Life Insurance, Sales, Life Insurance, Customer Service
Education
Madison Area Technical College 1988 — 1988
Diploma, Accounting
University of Wisconsin-Whitewater 1984 — 1988
Accounting and General Studies
New York Life Insurance Company Senior AssociateNew York Life Insurance CompanyJanuary 2013 - Present
Skills
Leadership
Education
Manhattan College 1996 — 2000
Bachelor's degree, Sociology