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
Rose International December 2004 - November 2014
New York Life Insurance Company 1999 - 2001
Skills
Internet Recruiting, Technical Recruiting, Vendor Management, Talent Acquisition, Sourcing, Employee Relations, Benefits Negotiation, Applicant Tracking..., Contract Recruitment, SDLC, Leadership, Team Leadership, Account Management, Staff Augmentation, CRM, Screening Resumes, Staffing Services, Integration, Screening
Education
Saint Louis University 1990 — 1993
MBA, Finance
Maryville University of Saint Louis 1987 — 1990
Bachelor of Science (B.S.), Management & Finance
The Braddock Group at Janney Montgomery Scott LLC May 2015 - Present
The Braddock Group of JHS Capital Advisors October 2014 - May 2015
New York Life Insurance Company July 2013 - September 2014
AIESEC McGill January 2012 - December 2012
Prostatis Financial Advisors May 2012 - August 2012
AIESEC McGill January 2011 - December 2011
Education
McGill University 2010 — 2013
BA, Economics, Finance, International Development
Orange High School 2005 — 2009
High School
New York Life Insurance Company 2013 - Present
Columbus Crew April 2012 - August 2012
Skills
Retirement, Life Insurance, Employee Benefits, Retirement Planning, Investments, Long Term Care Insurance, Insurance, Mutual Funds, Rollovers, IRAs, Fixed Annuities, Variable Annuities, Disability Insurance, Portfolio Management, College Savings Plans, Tax Diversification, Tax, Customer Service, PowerPoint, Microsoft Excel, Social Media
Education
Marshall University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Management
Marshall University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
NYLIFE Securities LLC October 2013 - Present
New York Life Insurance Company 2013 - Present
Skills
Financial Services, 401k Rollovers, Annuity Sales, Education Funding, Investments, Estate Planning, Gifting Strategies, Life Insurance..., Protection..., Retirement Planning, Succession Planning, Wealth Preservation...
Education
Massasoit Community College 1985 — 1987
Associate's Degree, Computer Programming
Randolph High School 1981 — 1985
High School
Divad Studios February 2015 - Present
NYPPEX Private Markets September 2014 - February 2015
New York Life Insurance Company September 2014 - September 2014
Manhattan College September 2012 - May 2014
Unidos Financial Services INC June 2013 - August 2013
Halcrow, a CH2M HILL Company June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Teamwork, Microsoft Word, PowerPoint, Social Media, Team Leadership, Brand Development, Social Media Marketing, Counseling Psychology, Research, English, Team Management, Financial Analysis, Bookkeeping, Social Media Advertising, Market Research, Customer Service, Leadership, Public Speaking
Education
Manhattan College 2012 — 2016
Bachelor of Applied Science (BASc), Finance and Business Management, Sophomore
Marist College September 2013 - Present
LIM College December 2012 - September 2013
New York Life Insurance Company September 2012 - December 2012
Marist College April 2009 - May 2012
Polo Ralph Lauren August 2007 - January 2012
Marist College September 2009 - May 2011
The Actors Centre November 2010 - December 2010
River Valley Rep Theatre May 2010 - August 2010
Skills
Press Releases, Publicity, Editing, Newsletters, Press Kits, Social Media, Event Planning, Social Networking, Photoshop, Illustrator, Advertising, Facebook, Research
Education
Marist College 2014 — 2016
Master of Arts (M.A.), Integrated Marketing Communication
Marist College 2008 — 2012
Bachelor of Arts (B.A.), Communications: Public Relations, English: Writing
Foundation for International Education, London, UK 2010 — 2010
New York Life Insurance Company May 2014 - Present
Vector Marketing May 2013 - Present
Mayville State University August 2010 - December 2014
Mayville State University August 2010 - May 2011
Changepoint 2008 - 2009
Skills
Public Speaking, Sales, Leadership, Teamwork, Time Management, Accounting, Team Building
Education
Mayville State 2010 — 2015
Business
Mayville State University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company April 2013 - Present
Newtown Energy 2010 - 2012
Skills
Water, Environmental Awareness, Environmental..., Sampling, Water Treatment, Environmental Issues, Project Management, Construction, Training, Management, Environmental Law, Gas, Human Resources, Time Management, Mining, Continuous Improvement, Engineering, Strategic Financial..., Life Insurance, Fixed Annuities, Long-term Care, Insurance, Finance, Analysis
Education
Marshall University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management
New York Life Insurance Company December 2012 - Present
Skills
Customer Service, Online Advertising, Facebook, Public Relations, Interactive Advertising, Advertising Sales, Microsoft Excel, Advertising, Social Media Marketing, Social Networking, Microsoft Office, Digital Media, Social Media, Leadership, Digital Marketing, Marketing, Editing, Media Relations, Marketing Communications, Sales, Event Planning, Public Speaking, Email Marketing, Press Releases, Blogging, Marketing Strategy, Event Management, Online Marketing, Market Research, Fundraising, Direct Marketing, Digital Strategy, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Life Insurance, Gifting Strategies, Key Person Protection, Key Person Insurance, Legacies, Licensed Life Insurance..., Long Term Care Insurance, Retirement Planning, Retirement Savings, Small Business..., Small Business, Succession Planning, Finance
Education
Mary Baldwin College 2001 — 2005
BS, Marketing Communications
The Steward School
BNY Mellon April 2014 - Present
UBS March 2013 - March 2014
Pavé Life November 2012 - February 2013
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, New Business Development, Sales, Sales Management, Marketing Strategy, Microsoft Word
Education
Marist College 2008 — 2012
Bachelor's degree, Finance, General, 3.1
JPMorgan Chase Bank N.A. January 2012 - Present
AfterDawn Oy March 2007 - Present
Z Commercial Capital March 2011 - January 2012
New York Life Insurance Company March 2010 - January 2011
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Information Technology, Finance, Customer Experience, Financial Services, Investments, Portfolio Management, Commercial Finance, Analysis, Banking, Management, Sales
Education
Manhattanville College 2005 — 2009
BA, Business Administration and Management, General
NYLIFE Securities LLC August 2012 - Present
New York Life Insurance Company January 2011 - Present
SunTrust Bank November 2003 - December 2010
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Business Networking, Business Succession..., Communication, Creative Problem Solving, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Grandchild Gifting, Insurance, Investments, IRA Rollover, Key Person Insurance, Leadership, Legacies, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer...
Education
Marymount University 2005 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management
Virginia Commonwealth University 1999 — 2002
Bachelor's Degree, Criminal Justice / Minors in Psychology and Religious Studies
Bishop Dennis J O'Connell 1995 — 1999
High School
Peters Retirement Services May 2014 - Present
New York Life Insurance Company May 2014 - Present
NYLIFE Securities LLC May 2014 - Present
Mississippi Deferred Compensation Plan and Trust July 1990 - December 2013
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Asset Allocation, Wealth Management, IRAs, Financial Planning, 401k, Investment Strategies, Investment Management, Series 6, Wealth Accumulation
Education
The American College 1994 — 1996
ChFC, Financial Planning and Services
Samford University 1980 — 1981
BS, Business Administration and Management, General Studies and Humanities
Marion Military Institute 1973 — 1975
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Central Academy 1972 — 1973
High School
Combined Insurance Company of America February 2015 - Present
Self-employed July 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Skills
Fixed Annuities, Life Insurance, Whole Life, Term Life Insurance, Long Term Care Insurance
Education
Mapua Institute of Technology 1973 — 1978
BS in Mgt. and Industrial Engineering, Management and Industrial Engineering
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company November 2013 - March 2014
Downtown Magazine NYC May 2013 - August 2013
Downtown Magazine NYC December 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Matlab, Event Planning, AutoCAD, Time Management, Blogging, WordPress, Google Docs, Analysis, Social Networking
Education
Marist College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
Foundation for International Education 2012 — 2012
Shakespeare
Lorenzo de'Medici 2011 — 2011
Literature
GoHealth September 2015 - Present
NYLIFE Securities, LLC May 2012 - September 2015
New York Life Insurance Company June 2011 - September 2015
The Law Office of Kevin M. O'Brien May 2008 - June 2011
Cross Cultural Solutions, Tanzania June 2009 - August 2009
Skills
Insurance, Leadership, Accounting, Customer Service, Management, Finance, Program Management, Analysis, Marketing, Sales, Budgets, Public Speaking, Advertising, Team Building, Strategic Planning, Account Management, Employee Benefits, Retirement, Training, Recruiting
Education
Marquette University 2004 — 2008
BA, English Literature
St. Ignatius College Preparatory 2000 — 2004
Bank of America February 2015 - Present
New York Life Insurance Company July 2013 - February 2015
Patriot Coal Corporation June 2007 - August 2012
Skills
Analysis, Organizational..., Public Speaking, Retirement, Public Administration, Change Management, Leadership, Project Planning, Securities, Policy, PowerPoint, Microsoft Word, Microsoft Excel, Series 6, Customer Service
Education
Marshall University 2009 — 2013
Bachelor's degree, Political Science and Public Administration
Lord Abbett 2004 - 2014
New York Life Investment Management 1993 - 2004
New York Life Insurance Company 1984 - 1993
Skills
Risk Management, Investment Management, Management, Investment Advisory, Equities, Fixed Income, Finance, Investment Strategies, Analysis, Due Diligence, Insurance, Retirement Planning, Bonds, Uniform Combined State..., Policy & Procedure..., FINRA Regulatory..., Supervisory Procedures, Regulatory Submissions, Asset Management, Annual Compliance..., Firm Element Continuing..., FINRA Registrations, Gifts & Entertainment, Records Management, Series 63, Mutual Funds, 401k, Business Continuity..., Series 6, Securities, Branch Office..., Regulatory Compliance, Regulatory Reporting, Regulatory Analysis, Regulatory Documentation, Investment Advisory..., Outside Business..., Cash & Non Cash..., Series 26, Advertising, National Futures..., Compliance Management, Regulatory Guidelines, Regulatory Requirements, Regulatory Filings, FINRA, Financial Services
Education
St. John's University, Jamaica, NY 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Marquette University 1976 — 1980
Bachelor of Arts (BA), Political Science / History
Chaminade High School 1972 — 1976
New York Life Insurance Company August 2015 - Present
NYL Securities LLC August 2015 - Present
MetLife January 2015 - August 2015
Jacqueline Powell & Associates December 2013 - November 2014
Prudential Financial February 2013 - November 2013
LPL Financial September 2010 - September 2012
Thrivent Financial March 2009 - October 2010
Fortune Personnel November 2005 - February 2009
Morgan Stanley Smith Barney October 2000 - July 2005
Skills
Retirement Planning, Retirement, Securities, Series 7, Insurance, Investment Strategies, Series 24, Long-term Care, Fixed Annuities, Mutual Funds, Series 63, Asset Allocation, Estate Conservation..., Sales Management, Business Succession..., Employee Benefits
Education
Misericordia University 1993 — 1995
M.S., Organizational Management
Marywood University 1985 — 1987
M.S.W., Clinical Social Work
York College of Pennsylvania 1981 — 1985
B.S., Sociology/Psychology
BNP Paribas May 2015 - Present
UBS Investment Bank August 2014 - May 2015
UBS October 2013 - March 2014
Custom Computer Specialists July 2013 - September 2013
New York Life Insurance Company July 2012 - September 2012
Hudson Valley Federal Credit Union May 2011 - December 2011
UBS Investment Bank June 2010 - August 2010
IBM May 2009 - May 2010
Skills
Corporate Banking, Commercial Banking, Financial Analysis, Financial Accounting, Equity Markets, Fixed Income Markets, Operations, Revenue Projections, Business Recommendations, Financial Statement..., Research, Product..., Customer Service, Relationship Building, Interviewing, Communication, Collaboration, Reporting, Presentations, Regulatory Compliance, Problem Solving, Technology, CRM, Microsoft Office, Equity Valuation, Treasury Management, Process Improvement, Time Management, Interviews, Access, Management, Social Networking, PowerPoint, Leadership, Sales, Financial Services, Investments, Fixed Income, Finance
Education
Marist College
Bachelor of Science (B.S.), Business Administration, Finance Concentration
New York Life Insurance Company June 2009 - Present
O'Connor Davies, LLP June 2008 - August 2008
O'Connor & O'Connor LLC CPAs June 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, SEC filings, Internal Controls, Insurance, Corporate Finance, US GAAP, Microsoft Excel, Financial Services, Financial Accounting, Tax Preparation, Tax Returns, Tax Accounting
Education
Manhattan College 2005 — 2009
Bachelors of Science, Accounting and Finance
Citi June 2014 - Present
New York Life Insurance Company May 2013 - Present
Ra-Yon Group June 2012 - May 2013
OrionGadgets.com May 2012 - September 2012
347Design/Events November 2011 - June 2012
Skills
jQuery, jQuery UI, JavaScript, PHP4/5, phpMyAdmin, PHP, SQL, SQL DB2, SQLite, Unix Shell Scripting, Unix, XML, XML Schema, Cisco Networking, MySQL, Web Development, Databases, Public Speaking, Microsoft Excel, Social Networking, Microsoft Office, Social Media, Microsoft Word, Facebook, Time Management, Photoshop, PowerPoint
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Information Technology, 3.458, Major grade: 3.519
Marist College 2010 — 2014
bs, Information Technology
New York Life Insurance Company February 2013 - Present
CitiFinancial September 2006 - February 2013
Commerce Bank/ TD Bank June 2002 - September 2006
Skills
Customer Service, Branch Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Training, Credit Risk, Call Centers, Loss Mitigation, Sales, Mortgage Servicing, Loan Servicing, Microsoft Excel, Outlook, Cash Management, Payments, Mortgage Underwriting, Microsoft Office, Microsoft Word, Team Building, Banking, Portfolio Management, Relationship Management, Cross Selling
Education
Manor College 2003 — 2005
Associate's degree, Early Childhood Education and Teaching
Rancocas Valley Regional High School 1999 — 2003
Diploma
New York Life Insurance Company December 2010 - Present
Wells Fargo / Wachovia Bank 2003 - 2009
UMBC 2007 - 2007
MBNA America 1999 - 2003
Skills
Retirement Planning, Fixed Annuities, Long-term Care, IRAs, Life Insurance, Term Life Insurance, Customer Service, Retirement, Long Term Care Insurance, Insurance, Estate Planning, Financial Planners, Mutual Funds, Disability Insurance, Financial Planning, Financial Services, Finance
Education
New Jersey Institute of Technology 1988 — 1992
Computer Science
Marist High School
Diploma, Computer Science
Mass Mutual Financial Group/Financial Design Associates April 2008 - Present
American Cancer Society Volunteer 2007 - 2010
New York Life Insurance Company April 1999 - April 2008
New York Life Insurance July 1997 - April 2008
Blake and August Environmental, Inc. 1991 - 1996
Environmental/Geological Consulting 1986 - 1991
Skills
Endorsements cannot be...
Education
West Virginia University 1988 — 1990
College of Graduate Studies, Environmental & Wastewater Engineering
Marshall University 1982 — 1986
Bachelor of Science, Geology
Set Sale Property Group, LLC August 2013 - Present
TD August 2012 - August 2013
New York Life Insurance Company October 2011 - July 2012
Town of Sandwich June 2011 - August 2011
Cape Cod Baseball League 2010 - 2010
Education
Southern New Hamphire University 2013 — 2015
Master of Business Administration (M.B.A.), Quantitative Analysis
University of Rhode Island 2009 — 2011
Bachelor of Arts (B.A.), Communication, General
Massasoit Community College 2008 — 2009
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Elon University 2007 — 2008
Sandwich High School 2003 — 2007
Self Employed April 2011 - Present
New York Life Insurance Company July 2010 - April 2011
Sterling Health Plans September 2009 - March 2010
DuPont May 2008 - August 2008
Skills
Investments, Strategic Financial...
Education
McGill University 2005 — 2009
Bachelor of Arts, Economics
Sound Physicians July 2013 - Present
New York Life Insurance Company June 2012 - July 2013
American Association for Respiratory Care January 2010 - December 2012
Charleston Area Medical Center March 1982 - October 2011
General Neurology Nursing Unit March 1982 - October 2011
Charleston Area Medical Center 1982 - October 2011
American Association for Respiratory Care October 2010 - October 2010
CAMC January 1998 - January 2000
CAMC January 1983 - January 2000
Orangeburg Regional Hospital January 1979 - January 1983
Skills
Hospitals, Healthcare, Critical Care, Physician Practice..., Operations Management, Six Sigma Green Belt, Budget Capital and..., Clinical Research, Budgets, Physicians, Six Sigma, Training, Acute Care, Home Care, Quality Improvement, Medicine, Emergency Room, Management, ICU, Revenue Cycle, Leadership, Inpatient, Cardiology, Patient Safety, HIPAA, Medicare, Healthcare Information..., Nonprofits, EHR, ACLS, Disease Management, JCAHO, Physician Relations, Managed Care, Respiratory Therapy, Pediatrics, Respiratory Care, Ambulatory, Patient Advocacy, EMR, Health Education, BLS, Medical Terminology, Medicaid, Medical/Surgical, Healthcare Consulting, Meditech, Healthcare Industry, Informatics, Practice Management
Education
Marshall University 1995 — 1997
MSc, Health Care Administration
Saint Joseph's College 1990 — 1995
Bachelor's degree-Healthcare Adminstration, Health Care Administration; Health Care Administration
Cox Tax & Insurance Consulting December 2011 - Present
Humana July 2010 - December 2010
New York Life Insurance Company August 2006 - January 2009
WellPoint October 2003 - November 2005
Milwaukee Public Schools September 1991 - October 2003
Internal Revenue Service July 1979 - July 1990
Skills
Health Insurance, 510 (k) submissions, Team Building, Medicare, Legal Research, Risk Management, The Stark Law, Affordable Care Act, Medical Devices, OIG, Hospital Peer Review, US Sentencing Guidelines, Internal Investigations, Medicaid, Pharmaceutics, Hospital Compliance, Biologics, Medical Malpractice, False Claims, FDA Regulations, Pharmacovigilance, Corporate Internal..., Compliance Procedures, Regulatory Affairs, Medical Compliance, Legal Writing, Compliance Regulations, Compliance Training, CMS, Legal Compliance, Corporate Fraud..., Training Delivery, Internal Audit, Regulatory Policy, Federal & State..., USA PATRIOT Act, Regulatory Examinations, Internal Compliance, Compliance Support, State & Federal Laws, Compliance Monitoring, Compliance Policies &..., Compliance Specialist, Corporate Governance, Project Management, Constitutional Law, Investigative Research, Investigation, Team Management, Torts
Education
Seton Hall University School of Law
Master of Science in Jurisprudence, Healthcare Compliance, 3.77
Marquette University
College, B.A. Criminal Justice
Sheinkopf Public Relation January 2015 - Present
New York Life Insurance Company June 2015 - August 2015
Kenneth Cole Productions May 2013 - January 2014
Bloomberg LP June 2010 - August 2013
Arden b June 2012 - November 2012
Skills
Advertising, Sales, Journalism, Cosmetics, Editing, Beauty Industry, Storytelling, News Writing, Social Media, Editorial, Public Relations, Microsoft Office, Social Networking
Education
Marymount Manhattan College 2011 — 2015
Bachelor's Degree, Business Leadership
Darrow School 2007 — 2010
High School
Chic Studio 2014 — 2014
Make-Up Artist/Specialist
New York Life Insurance Company September 2006 - Present
JPMorgan Chase & Co. June 1979 - June 2006
Skills
Banking, Business Analysis, Financial Services, Process Improvement, Retail Banking, Financial Analysis, Relationship Management, Vendor Management, Mergers & Acquisitions, Analysis, Portfolio Management, Strategy, Analytics, Project Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
MS, Management
Massachusetts Institute of Technology 1979 — 1985
S.B., S.M., Computer Science (6-3), Management (15)
Cloudreach January 2015 - Present
U.S. Department of State May 2013 - December 2014
Vivendi Realty August 2011 - December 2014
Centro Cuesta Nacional January 2012 - April 2013
Indeed.com February 2011 - May 2011
Manhattanville College September 2009 - May 2011
Hachette Book Group June 2010 - August 2010
New York Life Insurance Company March 2010 - May 2010
Westfair Business Publications January 2010 - March 2010
Shiatsu MasajeXpress January 2009 - May 2009
Skills
Sales, PowerPoint, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Event Planning, Research, Business Development, Fundraising, Spanish, Leadership, Social Networking, Teamwork, Analysis, Event Management, Public Relations, Marketing, Nonprofits, Microsoft Word, Team Leadership, Outlook, Social Media Marketing, Negotiation, Strategic Planning, CRM, Salesforce.com, Start-ups, Cloud Computing, Customer Service
Education
Manhattanville College 2007 — 2011
BS, Management
Pontificia Universidad Catolica Madre y Maestra 2007 — 2009
Business Administration and Management, General
Google Business Photo Views/360 Photo, Inc. October 2013 - Present
SoTec, Inc. March 2009 - October 2013
Vein Clinics of America January 1999 - March 2009
Emerald Care 1995 - 1999
New York Life Insurance Company 1980 - 1990
Skills
Sales, Developing Client..., Presenter, Healthcare, Managed Care, Customer Service, Marketing, Account Management, Team Building, Public Speaking, Leadership, Training, Event Planning, Sales Management, Fundraising, Editing, B2B
Education
Mars Hill University 1974 — 1978
BSW, Social Work, English
Hickory High School
Diploma, College Prep
Octagon December 2014 - Present
Octagon May 2014 - December 2014
Octagon January 2014 - May 2014
New York Life Insurance Company May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Customer Service, Research, Public Relations, Social Networking, Facebook, Social Media Marketing, Time Management
Education
Manhattanville College 2013 — 2015
Master of Science (MS) Sport Business Management
The University of Connecticut 2011 — 2013
Bachelor of Arts (B.A.), Communication, General
Southern Connecticut State University 2009 — 2011
Eastern Insurance Group September 2014 - Present
New York Life Insurance Company March 2013 - December 2014
Anytime Fitness October 2012 - March 2013
Plus One Health Management Inc September 2012 - March 2013
Old Colony YMCA January 2008 - January 2010
Abington Inc January 1998 - January 1999
Abington Savings Bank January 1997 - January 1999
AnJill’s Coffee Stop January 1994 - January 1997
Sondra’s Coffee Shop January 1993 - January 1994
Connie’s Country Kitchen January 1991 - January 1993
Skills
Strategic Financial..., Life Insurance, Retirement Plan..., Qualified Retirement..., Finance, Annuity Sales, 401k Rollovers, Customer Service
Education
Quincy College 2010 — 2012
Associates degree, Exercise Science
Quincy College 2010 — 2012
Associate's degree, Exercise Science
Quincy College 2010 — 2012
Associate, Exercise Science; Science
Massasoit Community College
Business Math, Business English; Business Communications
Plymouth Job Training Center
New York Life Insurance Company March 2014 - Present
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Securities, Fixed Annuities, Financial Services, Business Analysis, Retirement, Finance, Retirement Planning, Portfolio Management, Analysis, Wealth Management, Investments
Education
Marist College 2000 — 2004
Bachelors, Business/Marketing
NYU
Project Management
Kuni BMW July 2014 - Present
New York Life Insurance Company August 2012 - January 2015
New York Life Insurance Company June 2010 - July 2012
Pacific Lutheran University January 2008 - May 2010
Skills
Insurance, Financial Analysis, Microsoft Excel, Customer Service, Strategic Planning, Team Building, Analysis, Fundraising, Coaching, Event Planning, Marketing, Outlook, Networking, Recruiting, Training, Business Planning, Time Management, Finance, Sales, Strategy, Management, Microsoft Office, Social Networking, Social Media
Education
Marylhurst University 2010 — 2012
Master of Business Administration (MBA), Business, Finance, Management, Marketing, and Related Support Services
Pacific Lutheran University 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
New York Life Insurance Company 2011 - Present
Ogilvy & Mather 2010 - 2010
Redi-Direct Marketing February 2005 - 2010
Presentation Resources 2002 - 2004
Dun & Bradstreet 1997 - 2002
Skills
Direct Marketing, Integrated Marketing, Social Media Marketing, CRM, E-commerce, Social Media, Marketing, New Business Development, Public Relations, Advertising, Product Development, Market Research, Strategic Planning, Creative Direction, Multi-channel Marketing, Social Networking, Mobile Devices, Lead Generation
Education
Marist College
BA, Communications (Film & Broadcast)
Mountain Lakes
New York Life Insurance Company January 2014 - Present
Edwards Business Systems September 2012 - December 2013
SERV Behavioral Health System June 2011 - November 2011
PA Treatment & Healing July 2009 - June 2011
School-Based Youth Services September 2006 - October 2008
Forensic Counsulting Associates 2002 - 2005
Skills
Supplements to Employee..., Business Succession..., Business Insurance..., Key Person Insurance, Buy-Sell Agreements, Retirement Planning, Protection..., Wealth Preservation..., Event Planning, Solution Selling, Fundraising, New Business Development, Retail, B2B, Social Networking
Education
Marywood University 1999 — 2002
Master of Arts (M.A.), Mental Health Counseling/Counselor
William Paterson University of New Jersey 1994 — 1998
Bachelor of Arts (B.A.), Communication
New York Life Insurance Company March 2013 - Present
The Men's Wearhouse, Inc 2007 - 2012
Skills
Estate Planning, Key Person Protection, Personal Financial..., Retirement Planning, Fixed Annuities, 401k Rollovers, Music, Long Term Care Insurance, Whole Life, Social Networking, Traditional IRA, Marketing, Term Life Insurance, Insurance, Event Planning, Financial Services, Public Speaking, Financial Planners, Employee Benefits, Composition, Strategic Financial..., Performing Arts, Universal Life, Teaching, PowerPoint, Retirement, Wealth, Wealth Management, Disability Insurance, Account Management, Asset Protection, Creative Problem Solving, Education Funding..., IRA Rollovers, Risk Management, Wealth Preservation..., Personal Finance, IRAs
Education
Manhattanville College 2005 — 2010
Bachelor of Arts (B.A.), Music Education
Ridgefield High School
Meridien Benefits, Inc. May 2015 - Present
MassMutual Financial Group September 2010 - May 2015
Putnam Investments September 1998 - September 2010
Copeland Companies September 1997 - September 1998
New York Life Insurance Company September 1996 - September 1997
Putnam Investments October 1994 - September 1996
Skills
401k, Investment Advisory, Investment Strategies, Insurance, Sales, Relationship Management, Financial Services, Investments, Pensions, IRAs, Fixed Annuities, Series 7, Mutual Funds, Series 6, Retirement, Employee Benefits, FINRA, Benefits Administration, Strategic Financial..., Securities, Defined Contribution, Asset Allocation, Financial Planning
Education
Massachusetts College of Liberal Arts 1990 — 1994
BA, English Communications and a minor in Political Science
New York Life Insurance Company 2013 - Present
Education
Massasoit Community College 2011 — 2014
Holbrook High School 1997 — 1999
Diploma
Colegio San Antonio de Mujeres 1987 — 1997
High School
New York Life Insurance Company June 2009 - Present
Montclair State University September 2008 - May 2009
Bright Consulting February 2008 - April 2009
Skills
Oracle PL/SQL..., Microsoft SQL Server, Java, Oracle OLAP, IDMS, T-SQL, .NET, VB.NET, Unix Shell Scripting, COBOLII, JCL, MVS, ISPF, CICS, VSAM, DB2, Mainframe
Education
Montclair State University 2007 — 2009
Bachelor of Science (BS), Computer Science
Marist College 2005 — 2007
Ticor Title August 2013 - Present
Legacy Floor Covering January 2005 - Present
Freelin-Wade April 2012 - June 2013
Mac Leadership 2013 - 2013
New York Life Insurance Company March 2006 - April 2012
LaCrosse Footwear Incorporated (Danner Shoes Mfg) August 1998 - September 2003
Skills
Customer Service, Team Building, Strategic Planning, Marketing, Public Speaking, Event Management, Event Planning, Project Management, Communication, Human Resources, Business Strategy, Social Media, Budgets, Management, Microsoft Office, Sales, Program Management, Fundraising, Accounting, Leadership, Time Management, Business Planning, Marketing Communications, Advertising, Analysis, New Business Development, Operations Management, Coaching, Process Improvement, Recruiting
Education
Marylhurst University 2009 — 2010
MBA, Business Administration and Management, General
University of Phoenix, Portland, OR 2005 — 2009
Bachelor of Science, Business Management
Strategies for Wealth January 2014 - Present
New York Life Insurance Company September 2013 - November 2013
Coach October 2012 - August 2013
Manhattanville College January 2011 - May 2013
Sony Music Entertainment September 2012 - December 2012
Skills
Sales, Salesforce.com, Customer Service, Customer Satisfaction, Customer Retention, Mathematics, Applied Mathematics, Microsoft Excel, Microsoft Word, Social Media
Education
Manhattanville College 2009 — 2013
Bachelor of Science, Management
Manhattanville College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Bottomline Technologies January 2015 - Present
Pegasystems July 2013 - January 2015
New York Life Insurance Company 2011 - July 2013
Visual Stream Productions 2007 - 2011
iClickMedia 1999 - 2011
Mishkan Tefila 2007 - 2007
Skills
Graphic Design, Animation, Storyboarding, Video Editing, Corporate Identity, Interaction Design, Concept Development, Illustration, Web Design, Art Direction, Motion Graphics, Character Design, Logo Design, User Experience, Information Architecture, User Interface Design, Typography, Concept Design, Flash Animation, 3D animation, After Effects, Creative Direction, Video Production, Flash, Brochures, Packaging, Character Animation, Advertising, User-centered Design, Usability Testing, Traditional Animation, Character, Personas, Prototyping, Print, Illustrator, Graphics, Posters, Photoshop, Painting, Drawing, Premiere, Logos, Videography, Texturing, Information Design, Compositing, Creative Strategy, Layout, Multimedia
Education
Massachusetts College of Art 1995 — 2001
Bachelor of Fine Arts (B.F.A.), Graphic Design
Law Office of Christopher S. Cook, Esq. August 2011 - Present
New York Life Insurance Company 2014 - 2014
New York Life Insurance Company 2014 - 2014
Public Sector Partners, Inc. 2010 - 2010
Skills
Civil Litigation, Contracts, Regulatory Affairs, Corporate..., Criminal Law, Family Law, Corporate Law, Legal Research, Litigation, Real Estate, Criminal Defense, Personal Injury, Courts, Bankruptcy, Domestic Relations, Personal Injury..., Divorce Law, Mediation, Trials, Legal Writing
Education
Massachusetts School of Law 2006 — 2009
Morningstar Credit Ratings June 2014 - Present
Spring11, LLC May 2013 - May 2014
New York Life Insurance Company December 2011 - March 2014
NYLIFE Securities LLC December 2011 - March 2014
Townhouse Partners Consulting January 2011 - March 2011
The Rockport Group January 2007 - December 2010
Centerline Capital Group January 2005 - December 2006
First Sterling Financial February 2002 - January 2005
Madison Real Estate Technologies June 2000 - December 2001
Standard & Poor's 1993 - 2000
Skills
Real Estate Economics, Commercial Mortgages, Investments, Asset Managment, Disposition, Underwriting, Real Estate, CMBS, Structured Finance, Portfolio Management, Valuation, Financial Analysis, Licensed Life Insurance..., 401k Rollovers, Due Diligence, Finance, Commercial Real Estate, Loans, Risk Management
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance and Real Estate
Massachusetts Institute of Technology 1970 — 1974
BS, Architecture and Design
New York Life Insurance Company January 2015 - Present
Cedar Hill Partners, LLC April 2014 - January 2015
CenturyLink Technology Solutions August 2013 - March 2014
Savvis October 2010 - August 2013
Savvis July 2009 - October 2010
Johnson & Johnson October 2007 - June 2009
Johnson & Johnson March 2006 - October 2007
GPSG-EMEA (Johnson & Johnson) February 2004 - March 2006
GPSG-EMEA (Johnson & Johnson) August 2002 - April 2004
PSGA (Johnson & Johnson) April 2001 - August 2002
Skills
Cross-functional Team..., Data Center, Vendor Management, Process Improvement, Change Management, ITIL, Outsourcing, Business Process, Leadership, Strategic Planning, IT Operations, Strategy, SAP, Business Continuity, Program Management, Security, IT Management, Business Process..., Project Management, Networking, Service Delivery, Product Development, Disaster Recovery, Virtualization, Telecommunications, Management, Cloud Computing, Information Technology, IT Strategy, SaaS, Professional Services, Integration
Education
Marquette University 1990 — 1992
MBA, Marketing Research
University of Wisconsin-Platteville 1981 — 1985
BS, Computer Science (Math Minor)
PESHTIGO HIGH SCHOOL 1976 — 1981
New York Life Insurance Company August 2015 - Present
Superb Luxury Homes September 2012 - July 2015
Stop and Shop Pharmacy May 2012 - August 2012
Skills
Retirement Planning, 401k, 401k Rollovers, Long Term Care Insurance, Investments, Term Life Insurance, Insurance, Strategic Finance, Wealth Management, Financial Analysis, Financial Planning, Financial Services, Small Business, Estate Planning, Whole Life, Life Insurance, Health Insurance, Customer Service, Underwriting, Pensions, College Savings Plans, Roth IRA, Wealth Accumulation, Securities, Credit, Sales, Wealth, Universal Life, Buy-sell Agreements, Life & Health Insurance..., IRAs, Sales Management, Financial Reporting
Education
Massachusetts College of Pharmacy and Health Sciences 2009 — 2014
Bachelor’s Degree, Pharmaceutical Science
La Salle Academy 2006 — 2009
High School
TransCare March 2015 - Present
Levi and Associates November 2009 - Present
New York Life Insurance Company August 2008 - November 2009
Independent Broker October 2006 - September 2008
Skills
Disability Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Insurance, Health Insurance, Long Term Care Insurance, Retirement Planning, Brokers, Retirement, Universal Life, Whole Life, Sales, Underwriting, Small Business, Investments, Estate Planning, 401k, Health Savings Accounts, Financial Planning, Financial Planners, Mutual Funds, Group Insurance, IRAs, Financial Services, Commercial Insurance, College Savings Plans, Key Person Insurance, Series 6, Buy-sell Agreements, Fixed Income, Accident, Critical Illness, General Insurance, Investment Advisory, Medicare, Wealth Accumulation, Wealth Management, Financial Advisory, Workers Compensation, Group Medical, Insurance Brokerage, Legal Liability, Permanent Life Insurance, Professional Liability, Strategic Financial..., Property, EMT
Education
College of New Rochelle 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Government and business administration
Manhattanville College 1996 — 1998
Political Science/Legal studies
Westechester Community College
Accidental Life and Health Series 63 and 6
New York Life Insurance Company August 2015 - Present
hibu December 1999 - January 2015
Skills
Business Planning, Permanent Life Insurance, Estate Planning, licensed life insurance..., Retirement Planning, Business Networking, Customer Satisfaction, Direct Sales, Customer Retention, Communication
Education
Oklahoma State University 1978 — 1980
Bachelor's degree, Business Administration and Management, General
Mars Hill University 1973 — 1975
Bachelor's degree, Biology/Biological Sciences, General
Teva Pharmaceuticals July 2015 - Present
CVS Pharmacy March 2014 - Present
Teva Pharmaceuticals June 2013 - August 2013
Volunteer Morocco December 2012 - January 2013
Pharmacology Lab of Alejandro Pino September 2012 - December 2012
Rite Aid Pharmacy May 2010 - August 2010
New York Life Insurance Company May 2010 - August 2010
Skills
Pharmaceutics, Formulation, Biotechnology, Pharmacology, Chromatography, FDA, Regulatory Affairs, Laboratory, Pharmacy, Gel Electrophoresis, Biochemistry, Mass Spectrometry, Research, Pharmacokinetics, Healthcare, PowerPoint, Drug Discovery, Microsoft Excel, Microsoft Word, Hospitals
Education
Northeastern University 2013 — 2015
Master's degree, Pharmacy Administration and Pharmacy Policy and Regulatory Affairs
Massachusetts College of Pharmacy and Health Sciences 2009 — 2013
Bachelor of Science (B.S.), Pharmaceutical Sciences
New York Life Insurance Company December 2014 - Present
Antenna Research Associates Seavey Division September 2010 - December 2014
Skills
Annuity Sales, Business Planning, Buy-sell Agreements, Charitable Giving, Education Funding, Fixed Annuities, Gifting Strategies, Income Protection, Legacies, LGBT Planning, Life Insurance, Life insurance..., Lifetime Income..., Personal Finance, Retirement Planning, Small Business, Wealth Preservation..., Business Development, Leadership, Networking, Public Speaking, Sales, Social Media Marketing, Teamwork
Education
Massasoit Community College 2009 — 2011
Secondary Education and Teaching
University of Massachusetts Boston 2007 — 2009
Liberal Arts and Sciences, General Studies and Humanities
New York Life Insurance Company July 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Risk Management, Financial Analysis, Finance
Education
Massasoit Community College 2013 — 2016
Business Administration and Management, Criminal Justice
New York Life Insurance Company April 2015 - Present
Symmetry Financial Group June 2013 - April 2015
Primerica February 2012 - April 2015
BLOCKBUSTER VIDEO INC January 2008 - January 2010
IronStone Bank January 2007 - January 2008
WACHOVIA BANK January 2005 - January 2007
Bank of America/ Fleet Bank/ Sovereign Bank January 2000 - January 2005
Skills
Training and..., 1 561 900 4337, Risk Management, Banking, Portfolio Management, Investments, Management, Loans, Finance, Mortgage Lending, Sales, Process Improvement, Budgets, Start-ups, New Business Development, Marketing, Insurance, Analysis, Program Management, Leadership, Training, Recruiting, Time Management, Underwriting, Interviews, Leadership Development, Relationship Management, Cold Calling, Contract Negotiation, Strategic Financial..., Mortgage Banking, Financial Services, Business Development, Employee Benefits, Small Business, Team Building, Networking, Coaching, Executive Management, Customer Retention, Sales Management, Fundraising, Customer Service, Public Speaking, Social Networking, Strategic Planning, Marketing Strategy, Life Insurance, Social Media Marketing
Education
Strayer University 2011 — 2013
Master’s, Business Administration, Healthcare Administration
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Massachusetts Bay Community College 1999 — 2001
Associate; Degree, General Studies
Hunt Hill Farm Trust June 2015 - Present
Capital Community College October 2014 - Present
Capital Good Fund December 2013 - May 2015
Capital Good Fund October 2012 - December 2013
New York Life Insurance Company October 2011 - October 2012
Arias Foundation for Peace and Human Progress August 2010 - June 2011
Collegiate Entrepreneurs Inc. February 2009 - September 2009
Skills
Non-profits, Social Media, Research, Corporate Social..., Social Media Marketing, Human Rights, Spanish, Public Speaking, Microsoft Office, Microsoft Excel, Fundraising, PowerPoint, Finance, Building Relationships, Management, Coaching Staff, Coaching
Education
Quinnipiac University 2007 — 2010
Bachelor´s of Science, International Business, Marketing and Spanish
2006 — 2007
Spanish
Kingswood Oxford School 2002 — 2006
High School Diploma
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2011 - February 2015
Tilcon NY, Inc. May 2010 - August 2010
Provident Bank June 2006 - June 2008
Skills
HP Exstream, XML, Analysis, COBOL, JCL, Customer Service, CSF, Outlook, Financial Analysis, Access, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Marist College 2008 — 2011
Bachelor, Business Administration - Finance
New York Life Insurance Company July 2015 - Present
Thrivent Financial August 2014 - July 2015
Thrivent Financial February 2007 - July 2014
USAA 2004 - 2007
Strong 2002 - 2004
Thrivent Financial 1999 - 2002
American Express Financial Advisors 1998 - 1999
Skills
Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Public Speaking, Portfolio Management, Asset Allocation, Investments, Life Insurance, Estate Planning, Mutual Funds, Fixed Annuities, Recruiting, Mentoring, Training, Training & Development, Strategic Planning, Leadership Development, Talent Acquisition, Wealth Accumulation..., Strategic Leadership, Series 7
Education
Marquette University 2003 — 2004
one year toward Masters of Business Administration
University of Wisconsin-Madison 1994 — 1999
BS, Economics
Purchase College November 2013 - Present
O'Rourke Academy of Irish Dance January 2013 - Present
Enterprise Rent-A-Car June 2013 - October 2013
Enterprise Rent-A-Car December 2011 - June 2013
Moderne Barn Restaurant September 2011 - February 2012
New York Life Insurance Company September 2011 - November 2011
BCBGMAXAZRIAGROUP May 2010 - August 2011
Manhattanville College September 2008 - May 2009
Skills
Recruiting, Sales, Customer Service, Marketing, Facebook, PowerPoint, Social Networking, Social Media Marketing, Public Speaking, Social Media, Microsoft Office, Event Planning, Time Management, Management, Public Relations, Leadership, Cold Calling, Research, Training
Education
Manhattanville College 2007 — 2011
Bachelor of Arts (BA), Communication, General
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase July 2012 - May 2014
JPMorgan Chase May 2010 - June 2012
New York Life Insurance Company May 2009 - May 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Small Business Lending, Management, Loan Origination, Retail Banking
Education
Marist College 2014 — 2017
Master of Business Administration (M.B.A.), with a Concentration in Financial Management
West Virginia University 2003 — 2007
Bachelor's degree, Economics
New York Life Insurance Company October 2011 - Present
Neil Wagner Financial Services December 2004 - October 2011
State Street Global Advisors 2001 - 2004
Skills
IRA's, Retirement Planning, Long Term Care, Estate Planning, 401k, College Funding, Training and Development, IRAs, Long-term Care, Disability Insurance, Finance, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, Insurance
Education
Mars Hill College 1996 — 2000
BS, Marketing
Bridgton Academy 1995 — 1996
PG, Post Graduate
New Bedford High School 1991 — 1995
High School
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company December 2010 - October 2012
New York Life Insurance Company April 2004 - December 2010
New York Life Insurance Company September 2002 - April 2004
New York Life Insurance Company March 2000 - September 2002
New York Life- NYLCare Healthplans January 1998 - June 1999
New York Life- NYLCare Healthplans September 1996 - January 1998
New York Life Insurance Company November 1994 - September 1996
Skills
Fixed Annuities, Life Insurance, 401k, Insurance, Term Life Insurance, Universal Life, Whole Life, Finance, Health Insurance, Training, Securities, Retirement, Financial Services, Strategic Financial..., Retirement Planning, Series 63, Series 6, Business Analysis, Series 7, Wealth Management, Mutual Funds, Management, Investments, Long-term Care, Investment Advisory, Portfolio Management, Financial Planners, IRAs, Asset Management, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Accumulation, Disability Insurance, Financial Planning
Education
Manhattan College 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance, General
Shearman & Sterling LLP May 2015 - Present
New York Life Insurance Company June 2014 - Present
Student at Maurice A. Deane School of Law January 2014 - January 2015
Frenkel Lambert Weiss Weisman & Gordon November 2005 - August 2013
Skills
Legal Writing, Legal Research, Litigation, Westlaw, Lexis, Civil Litigation, Commercial Litigation, Courts, Legal Assistance
Education
Hofstra University School of Law 2013 — 2016
J.D.
New York University and State University of New York at Stony Brook
Bachelor of Arts (BA), English Language and Literature, General
Vanderbilt University March 2014 - Present
Vanderbilt University - School of Medicine December 2012 - March 2014
Lend Lease August 2008 - October 2012
LP Building Products June 2005 - August 2008
New York Life Insurance Company 1997 - 2005
Skills
Networking, Time Management, Social Media, Public Speaking, Procurement, Corporate Communications, Search, Background Checks, Finance, Microsoft Excel, Research, Employee Relations, Continuous Improvement, HRIS, Performance Management
Education
Marist College
Bachelor's Degree
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - July 2014
Datacor, Inc. January 2012 - April 2012
Health Quest September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Column Technologies May 2010 - April 2011
Cherry Valley Country Club June 2005 - August 2009
Marist College Admissions September 2008 - May 2009
Skills
Unix, JCL, COBOL, Mainframe, Java, SQL, VSAM, JavaScript, TSO, z/OS, BMC Remedy, C++, Visual Basic, Endeavor, Git, SoapUI, HTML, CSS, VB.NET, Fileaid, Lotus Notes, SharePoint, RDz, Crystal Reports, RTC, RRC
Education
Marist College 2008 — 2012
Bachelor of Science
Montgomery High School 2004 — 2008
KPMG US August 2015 - Present
New York Life Insurance Company May 2013 - July 2015
New York Life Insurance Company September 2012 - April 2013
New York Life Insurance Company September 2009 - August 2012
New York Life Insurance Company September 2007 - August 2009
Skills
Risk Management, Financial Reporting, Finance, Operational Risk..., Fixed Income, Organization Skills, Project Coordination, Events Coordination, Relationship Building, Financial Analysis, Accounting, Insurance
Education
New York University 2010 — 2015
Master’s Degree, Management and Systems- Enterprise Risk Management, G.P.A 3.8
Manhattan College 2003 — 2007
Bachelor’s Degree, Finance, General
Patenaude & Felix, APC July 2015 - Present
Northwestern Mutual September 2014 - June 2015
New York Life Insurance Company May 2012 - July 2014
Scripps Memorial Hospital, La Jolla September 2011 - January 2012
Skills
Retirement Planning, Life Insurance, College Savings Plans, Series 6, Financial Services, Long-term Care, FINRA, Insurance, Securities, Investments, Finance, Marketing, Mutual Funds, Financial Analysis, Financial Advisory, Customer Service
Education
Marymount Manhattan College 2007 — 2010
Bachelor of Arts (B.A.), Sociology
The Harvey School
The Harvey School
Wells Fargo February 2012 - Present
Newedge January 2008 - March 2011
Calyon Financial January 2006 - December 2007
Credit Agricole CIB, formerly known as Calyon July 2004 - December 2006
Credit Agricole Indosuez 1994 - 2004
First National Bank of Chicago 1987 - 1991
Chase Manhattan Bank 1985 - 1987
New York Life Insurance Company 1982 - 1985
Skills
Strategic Planning, Derivatives, Securitization, Corporate Finance, Foreign Exchange..., Interest Rate Risk..., Interest Rate Swaps, Change Management, Staff Development, Banking Operations, Brokerage, ABCP, Risk Management, Employee Benefits, Global Management, Business Process Design, Treasury, Business Integration, Commodity, Investment Banking, Accounting, Fixed Income, Finance, Hedge Funds, Financial Markets, Options, Capital Markets, Trading, Banking, Portfolio Management, Core Banking, Financial Structuring, Due Diligence, Operational Risk, Credit, Auditing, Strategy, Internal Audit, Foreign Exchange, Securities, Financial Services
Education
Marist College 1978 — 1982
BS, Accounting
New York Life Insurance Company June 2015 - Present
Myrtle Beach Mutiny 2013 - Present
Myrtle Beach, SC August 2003 - Present
City of Myrtle Beach September 2008 - June 2015
Skills
Firefighting, NIMS, Public Speaking, Sports, Emergency Management
Education
Mars Hill College 1995 — 1999
Bachelor of Science (B.S.), Sports Management
Wingate University
Master of Business Administration (MBA), MBA
New York Life Insurance Company November 2006 - Present
Skills
Customer Service, Microsoft Office, Leadership, Sales, Investments, Financial Analysis, Insurance, Finance, Project Management, Risk Management, Marketing
Education
Mansfield University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Cognizant April 2015 - Present
UBS Investment Bank April 2015 - Present
New York Life Insurance Company December 2013 - March 2015
PwC January 2013 - October 2013
The Blue Book Building & Construction Network May 2012 - January 2013
Clark Dodge Asset Management September 2011 - December 2011
Yahya Imtiaz Productions January 2006 - August 2008
Skills
Microsoft Excel, Leadership, Data Analysis, Microsoft Office, Analysis, Management, Microsoft Word, Social Media, Access, Research, Public Speaking, CRM, Customer Service, Forecasting, Outlook, Marketing, Financial Analysis, Financial Accounting, Teamwork, Social Networking, Public Relations, Team Leadership, Event Planning, Economics, Interpersonal Skill, Mathematical Analysis, Time Management, Data Entry, Strategy, Financial Reporting, Corporate Finance, Sales, morningstar advisor..., Dimensional Returns 2.0..., Excel, Word, Statistics, Windows, Facebook, Event Management, Problem Solving, Critical Thinking, Databases, Project Management, Accounting, Investment Research, Business Management, Client Analysis, Value Investing, Tableau
Education
Manhattanville College 2008 — 2012
B.A. Honors in Finance, Accounting and Finance, 3.7 (Major GPA)
Wiener LLC August 2014 - August 2015
New York Life Insurance Company June 2014 - August 2014
Zamansky LLC March 2013 - August 2013
United States Navy February 2004 - October 2009
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, Courts, Commercial Litigation, Trials, Westlaw, Legal Assistance, Mediation, Securities Arbitration, LexisNexis, FINRA
Education
Maurice A. Deane School of Law at Hofstra University 2013 — 2016
Juris Doctor (J.D.), 3L
St. John's University 2011 — 2012
Bachelor of Arts (B.A.), Political Science / Public Administration
Eagle Strategies LLC August 2012 - Present
NYLIFE Securities LLC September 2008 - Present
New York Life Insurance Company December 2007 - Present
Vantage International 1995 - 2007
Corning Incorporated 1981 - 1992
Skills
Estate Planning, Investment Advisory, Alternative Investments, Multi-generational..., Wealth Preservation..., Business Succession..., Retirement Planning, Lifetime Income...
Education
Massachusetts Institute of Technology 1977 — 1981
PhD, Chemistry
San Francisco State University
Bachelor of Science (B.S.), Chemistry
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Skills
401k Rollovers, Asset Protection, Building Relationships, Education Funding..., Charitable Giving, Grandchild Gifting, Life Insurance..., Personal Finance, Problem Solving, Protection..., Relationship Management, Retirement Planning, Wealth Preservation..., Life Insurance, Charities, Public Speaking, Program Management, Insurance, Research, Retirement, Analysis, Management, Finance, Financial Services, Microsoft Office, Project Management, Leadership, Customer Service, Securities
Education
Marymount University 2001 — 2006
Bachelor of Arts (B.A.), Psychology
Groupon April 2015 - Present
Yelp January 2014 - February 2015
GFP Emergency Services May 2011 - September 2013
New York Life Insurance Company August 2012 - May 2013
Manhattanville College August 2009 - May 2013
ABC Television January 2012 - May 2012
Skills
Social Media, Marketing, PowerPoint, Social Networking, Microsoft Excel, Marketing Strategy, Advertising, Teamwork, Sales, Determination to Succeed, Recruiting
Education
Manhattanville College 2009 — 2013
Bachelor of Arts, Major: Management, Concentration: Marketing, Minor: Psychology, Senior
New York Life Insurance Company May 2015 - Present
Vassar Consulting January 2015 - May 2015
Anderson Center for Autism September 2014 - December 2014
New Hyde Park Parks and Recreation July 2014 - August 2014
New Hyde Park Parks and Recreation July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Research, Teamwork, Leadership, Outlook, Social Media, Teaching, Time Management, Facebook, Event Planning, Public Speaking
Education
Touro College 2015 — 2018
Master’s Degree, Occupational Therapy/Therapist
Marist College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Archbishop Molloy High School 2007 — 2011
High School Diploma
Protiviti September 2015 - Present
Independent Project Analysis January 2012 - August 2015
Urban Futures Inc. May 2009 - January 2011
New York Life Insurance Company January 2006 - April 2009
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Project Management, Research, Microsoft Office, Public Speaking, Project Planning, Valuation, Financial Reporting, Microsoft Excel, Budgets, Leadership, Analysis, Finance, Data Analysis, Business Process..., Program Management, Customer Service, Social Media
Education
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Finance and International Relations
Massachusetts Institute of Technology
New York Life Insurance Company August 2014 - Present
Setanta Restoration August 2008 - August 2010
U.S Army August 2001 - July 2008
Skills
Excellent interpersonal..., Operational Planning, Security Clearance, Military Operations, Defense, Military Experience, Command, Organizational..., International Relations, Intelligence, Intelligence Analysis, Economics, Strategy, Teamwork, Training
Education
Manhattan College 2010 — 2014
Bachelor of Science (BS), Economics
Manhattan College 2010 — 2014
Bachelor's of Science degree, Economics
The Guardian Life Insurance Company of America January 2013 - Present
New York Life Insurance Company 2005 - 2012
New York Life Insurance Company 2001 - 2005
New York Life Insurance Company 1997 - 2001
New York Life Insurance Company 1990 - 1997
Skills
Management, Project Planning, Project Management, Financial Analysis, System Administration, Large Systems Design, Customer Service, Customer Oriented, Resource Management, Asset Managment, Leadership, Strategic Planning, Strategic Thinking, Problem Solving, Quality Assurance, Business Process..., Business Continuity, Disaster Recovery, Insurance, Systems Analysis, Mentoring, Product Development, Investments, Applications, Communication, Technology, Compliance, Strategic Leadership, Life Insurance, Team Leadership, Mutual Funds, Fixed Annuities, Financial Services, Retirement, Business Analysis, IT Strategy, Vendor Management, Access, Process Improvement, Strategic Financial..., Program Management, Business Development, Finance, SDLC, Employee Benefits, Information Technology, Relationship Management, Fixed Income, Executive Management, Analysis
Education
Marist College
BS, Business Administration, Concentration in Finance
Xavier High School
New York Life Insurance Company September 2014 - Present
A-Affordable Insurance Agency September 2013 - August 2014
Mansfield Bank September 2007 - January 2012
Skills
Life Insurance, Public Speaking, Team Building, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Disability Insurance, Customer Relations, 401k Rollovers, Annuity Sales, Asset Protection, Term Life Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Retirement Planning, Small Business, Small Business..., Wealth Preservation..., Communication, Multi-Tasking Skills, Thought Leadership, Fixed Annuities, Finance, Licensed in Long Term..., Marketing, Insurance
Education
Massasoit Community College 1990 — 1992
Associate of Science (A.S.), Business Management/Hospitality
Brockton High School 1982 — 1986
Diploma, Business/Banking
Signature Healthcare Brockton Hospital School of Nursing
Signature Healthcare Brockton Hospital School of Nursing
Broadridge February 2015 - Present
New York Life Insurance Company October 2014 - February 2015
NBTY June 2013 - August 2013
Skills
Financial Statements, Fashion, PowerPoint, Finance, Accounting, Strategic Financial..., Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Social Networking, Teamwork, Facebook, Photoshop, Analysis, Financial Analysis, Event Planning, Time Management, Customer Service
Education
Marist College 2010 — 2014
Bachelor's Degree, Business Administration, Finance Minor: Accounting
Gap Inc. August 2013 - Present
Marquette University January 2013 - Present
Domino's Pizza June 2008 - Present
Elie Tahari May 2014 - August 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel
Education
Marquette University 2011 — 2015
New York Life Insurance Company March 2012 - Present
Mug and Pia May 2011 - March 2012
First Community Bank May 2008 - August 2010
Education
Marshall University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Davita Healthcare June 2015 - Present
Albert Einstein Healthcare Network June 2014 - December 2014
University of Scranton August 2012 - December 2014
University of Scranton June 2013 - May 2014
ACHE Higher Education Network - University of Scranton 2013 - 2014
New York Life Insurance Company September 2011 - April 2012
Unitrin Direct November 2006 - September 2011
Skills
Public Speaking, Strategic Planning, Customer Service, Teaching, Research, Healthcare Management, healthcare, Team Leadership, Leadership Development, Data Analysis, Nonprofits, Healthcare, Leadership, Time Management, EMR, Hospitals, PowerPoint, Microsoft Word
Education
University of Scranton 2012 — 2014
Master's of Healthcare Administration, Health/Health Care Administration/Management, Currently 3.79
Marywood University 1999 — 2003
Bachelor of Science (BS), Industrial and Organizational Psychology
New York Life Insurance Company June 2010 - Present
Skills
Team Leadership, Organizational Behavior, Fast Learner
Education
Marylhurst University 2010 — 2012
Masters, Business Administration with an Emphasis in Marketing
Pacific Lutheran University 2006 — 2010
Bachelor of Science, Political Science
New York Life Insurance Company June 2012 - Present
Manhattan College Admissions Office August 2009 - May 2012
New York Life Insurance Company May 2011 - August 2011
LMD Pharmacy June 2004 - August 2011
Good Shepherd Rectory June 2004 - August 2008
Skills
Excel, PowerPoint, Lotus Notes, Mac OS X, Teamwork, SAP BW, SAP, Financial Analysis, Time Management, Bloomberg Terminal, Financial Reporting, Investments, Accounting, Management, Microsoft Excel, OS X, Microsoft Word
Education
Manhattan College 2008 — 2012
Bachelor of Science (BS), Finance
Bishop Kearney High School 2004 — 2008
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company March 2007 - December 2012
New York Life Insurance Company September 2002 - February 2007
New York Life Insurance Company December 1999 - August 2002
Skills
Training, Coaching, Sales Management, Management, Team Building, Executive Management, Recruiting, Strategic Financial..., Time Management, Small Business, Whole Life, Financial Advisory, 401k Rollovers, Series 63, Long-term Care, Term Life Insurance, Securities, Investments, Fixed Annuities, Leadership, Retirement Planning, Life Insurance, Disability Insurance, College Savings Plans, Series 6, Wealth Accumulation, Sales, Wealth Management, Analysis, Financial Planners, 401k, Investment Advisory, Finance, Strategy, Mutual Funds, Long Term Care Insurance, Multi Tasking, Risk Management, IRAs, Hands on Leader, Retirement, Business Planning, Investment Strategies, Financial Services, Thought Leadership, Series 7, Communication, Insurance, Asset Allocation, Estate Planning
Education
Marietta College 1995 — 1999
BA, Political Science
New York Life Insurance Company June 2012 - Present
Readington Township Schools September 1976 - June 1982
Education
PMP certified
Associate in Customer Service
Marietta College 1971 — 1975
B.S., Biology
Transamerica Las vegas January 2015 - Present
National Alamo Rent a Car June 2014 - Present
Las Vegas Republican Town Hall Group 2003 - Present
Colonial Life July 2013 - July 2014
United Health Group July 2012 - June 2013
New York Life Insurance Company December 2011 - June 2012
Beck & Associates July 2010 - November 2011
Bishop Gorman HS September 2005 - July 2010
The Legend Group January 2005 - December 2008
Mass Mutual Insurance 2003 - 2006
Skills
Fundraising, Purchasing, Database Admin, Telephony, Computer Technology, Nuclear, Insurance, Long-term Care, 401k, Disability Insurance, Fixed Annuities, Employee Benefits, Health Insurance, New Business Development, Life Insurance, Sales
Education
Marist College 1990 — 2007
BS, Integrated Studies
Marist College 1991 — 1992
Cert. In Production Mgt., Production Managament
Niagara University 1964 — 1966
History Ed
USI Affinity July 2014 - Present
USI Affinity December 2013 - July 2014
Citizens Bank May 2012 - December 2013
New York Life Insurance Company July 2011 - June 2012
Aon July 2009 - July 2011
Aon September 2006 - July 2009
Thomas Jefferson University December 2001 - September 2006
Skills
Insurance, Underwriting, Financial Planning, Health, Customer Relations, Customer Service, Financial Analysis, Professional Liability, Sales, Strategic Financial..., Business Development, Retirement Planning, Employee Benefits, Risk Management, Financial Services, Account Management, Fixed Annuities, General Insurance, Disability Insurance
Education
Marist College 1996 — 2000
BS, History
Marist College 1996 — 2000
Bachelor's degree
Duane Morris LLP May 2012 - Present
Zurich Insurance Company Ltd. October 2005 - June 2011
New York Life Insurance Company August 1972 - June 1998
Skills
Insurance, Health Insurance, Life Insurance, Property & Casualty..., Insurance Law, General Insurance, Asset Management, Corporate Governance
Education
New York University School of Law 1969 — 1972
Doctor of Law (J.D.)
Manhattanville College 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo February 2014 - Present
Bank of America May 2013 - December 2013
Travelers November 2012 - January 2013
The Home Depot 2012 - 2013
Save The Children Federation Inc. March 2008 - July 2011
New York Life Insurance Company September 2006 - December 2007
Hanover Insurance January 2006 - September 2006
Patrons Mutual Insurance February 2006 - March 2006
The Hartford May 2004 - November 2005
AARP Insurance Sales September 2003 - May 2004
Skills
Microsoft Excel, Data Cleaning, Department Budgeting, Analysis, Process Improvement, Access, Visio, Microsoft Office, Fundraising, Databases, Leadership, Strategy, SQL, Management, Financial Analysis, Time Management, Strategic Planning, Sales
Education
Quinnipiac University 2014 — 2016
Masters of Science Data Analytics, Data Analytics
Sacred Heart University 2011 — 2015
MBA, Finance
The Citadel 1997 — 2001
Bachelor's degree, International Poitics
Marist College 1996 — 1997
Sacred Heart University
Bachelor of Arts; Masters of Business Administration, Political Science; Finance Concentration
PwC August 2015 - Present
New York Life Insurance Company October 2013 - Present
Major League Baseball May 2012 - August 2012
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word
Education
Marist College 2009 — 2013
Accounting
New York Life Insurance Company June 2015 - August 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Marist College 2013 — 2017
Business Administration and Management, General
Kings Park High School 2009 — 2013
Bergen Arts and Science Charter High School September 2013 — June 2015
Marist College September 2008 — December 2011
Glen Ridge School Supt September 2012 — June 2013
New York Life Insurance Company January 2011 — May 2011
David E Owens Middle School, New Milford, NJ September 2015 — Present
Skills
Smartboard, Chromebookimplentation, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Social Media, Outlook, Editing, Databases, Microsoft Word, Facebook, Microsoft Excel, Social Networking
Education
Marist College 2008 — 2012
Bachelor of Arts, Mathematics
TLC Auto & Truck Center Inc January 2000 - Present
New York Life Insurance Company August 2009 - May 2010
True North Marine Services 2009 - 2009
GFI Group January 2008 - April 2008
Skills
Management, Sales, Customer Service, Microsoft Excel, Microsoft Office, Leadership, Social Media, PowerPoint, Marketing Strategy, Marketing
Education
Marist College 2004 — 2008
BA, International Business, Human Resource Management
New York Life Insurance Company March 2015 - Present
byZook! 1997 - March 2015
Self 2012 - 2014
Self 2012 - 2014
byZook! 2012 - 2014
Kennedy Information Advisors 2004 - 2012
Kennedy Information 1998 - 2004
United Communications Group December 1997 - October 1998
UCG 1985 - 1996
Sacramento Bee 1983 - 1985
Skills
Licensed Life and..., Life Insurance, Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Income..., Retirement Planning, Wealth Preservation..., 401k Rollovers, Annuity Sales, Fixed Annuities, Gifting Strategies, Grandchild Gifting, Income Protection, Key Person Protection, Strategic Planning, Strategy, Marketing Communications
Education
Marietta College 1970 — 1975
BA, English, history
AIS 1966 — 1967
KF Multimedia & Web, Inc. January 1998 - Present
KPMG September 1996 - July 1998
Self-employed November 1989 - September 1996
New York Life Insurance Company February 1985 - October 1989
Skills
SEO, SEM, Web Design, Usability, Organic Search, Integrated Marketing, Online Marketing, SMO, Landing Page..., Web Strategy, Conversion Optimization, Digital Strategy, Content Strategy, Social Media, Site Analysis, User Experience, Advertising, Marketing, Online Advertising, Social Media Marketing, Customer Experience
Education
Human Factors International 2007 — 2008
CUA, Certified Usability Analyst, User-Centered Analysis and Conceptual Design, Practical Usability Testing
New York University School of Continuing and Professional Studies 1998 — 1998
Certificate, Multimedia Technology
Marquette University 1979 — 1983
BA, Broadcast Communication
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2008 - December 2010
Swiss Re June 2007 - December 2008
Diversified Investment Advisors January 2007 - June 2007
AIG June 2004 - December 2006
Skills
Actuarial Science, Insurance, Financial Analysis, Microsoft Excel, Data Analysis
Education
Marist College 2000 — 2004
BA, Mathematics, Computer Science
University of Limerick 2003 — 2003
Jos. A. Bank Clothiers June 2014 - Present
New York Life Insurance Company 2008 - 2009
Bank-Fund Staff Federal Credit Union 2005 - 2007
AFEX 2000 - 2005
International Currency Express, Inc. 1996 - 1999
Western Union Business Solutions/Ruesch International 1990 - 1996
Skills
Business Development, Management, Financial Services, Sales, Banking, Leadership, Finance, Business Strategy, Strategic Planning, Program Management, Customer Service, Project Management, Risk Management, Investments, Insurance, Foreign Exchange, Retail
Education
McDaniel College
Bachelor of Arts, History, French
University of Maryland University College
International Management Program
University of Paris-Sorbonne
Cours de Civilisation Francaise
New York Life Insurance Company March 2015 - Present
Bowlmor AMF September 2014 - March 2015
Brunswick Bowling & Billiards October 2001 - September 2014
Carlson Wagonlit Travel December 2000 - December 2001
Carlson Wagonlit Travel February 2000 - December 2000
Carlson Wagonlit Travel February 1998 - February 1999
Skills
Management, Budgets, Event Management, Customer Service, Forecasting, Marketing Strategy, Team Building, Sales, P&L Management, Strategic Planning, Life Insurance, Long Term Care Insurance, Personal Finance, Buy-sell Agreements, Key Person Protection, LGBT Planning, Fixed Annuities, Marketing, Advertising, Retail, Social Networking
Education
University of Missouri-Saint Louis 1993 — 1996
Central Missouri State University 1992 — 1993
Business Administration and Management, General
Maryville University of Saint Louis
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
OneAmerica Securities February 2015 - Present
NYLIFE Securities LLC August 2012 - December 2014
New York Life Insurance Company May 2012 - December 2014
Stars Edge International 2004 - 2013
Active Endpoints 2008 - 2010
Real Solutions 2003 - 2008
Coldwell Banker and William Raveis 2002 - 2006
Several start-up software companies 1980 - 2001
Skills
Small Business, 401(k) Rollovers, Retirement Planning, Estate Planning, Asset Protection, Annuity Sales, Insurance, Investments, Gifting Strategies, Legacies, Key Person Protection, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Succession Planning, Thought Leadership, Wealth Preservation..., Retirement
Education
Massachusetts Institute of Technology
Bachelor of Science (SB), Molecular Biology and Russian
Punahou School
Simmons Graduate School of Management
MBA program
Morgan Stanley May 2004 - Present
World Wrestling Entertainment July 2000 - May 2004
New York Life Insurance Company June 1999 - July 2000
Skills
Financial Analysis, Corporate Finance, Financial Modeling
Education
Manhattan College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Citizens Investment Services 2014 - Present
Santander Investment Services January 2013 - July 2014
Reliant Financial Group and Insurance Planning March 2008 - December 2012
New York Life Insurance Company 2008 - 2011
Aegis Mortgage 2007 - 2008
Accredited Home Lenders 2003 - 2007
Matchmaker Mortgage 2001 - 2003
Skills
Account Management, Fixed Annuities, Disability Insurance, Investments, Insurance, Loans, Mortgage Banking, Mortgage Lending, Retirement, Retirement Planning, Sales, Sales Management, Securities, Strategic Financial..., Team Building, IRAs, Series 7
Education
Massasoit Community College 1996 — 1998
Grizzard Communications Group 1993 - Present
Grizzard Communications Group October 1993 - April 2015
American Red Cross, Metropolitan Atlanta Area 1986 - 1993
New York Life Insurance Company 1984 - 1986
Skills
Direct Marketing, Marketing Strategy, Strategy, Fundraising, Direct Mail, Leadership, Media Relations, Nonprofits, Advertising, Event Planning, Program Management, Creative Direction, Business Development, Competitive Analysis, Marketing Communications, Database Marketing, Business Planning, Multi-channel Marketing, Email Marketing, Philanthropy, Interactive Marketing, Strategic Communications, Newsletters, Proposal Writing, Annual Giving, Strategic Planning, Market Research, Integrated Marketing, Marketing, Direct Response, Board Development, Social Media, Event Management, Public Relations, Social Media Marketing
Education
University of Tennessee 1974 — 1974
Major field of study was statistics, 3.5
Maryville College 1969 — 1973
BA, Sociology/Statistics
New York Life Insurance Company March 2014 - Present
New York Life November 1998 - January 2010
Royal Alliance Associates Inc. 1996 - 1998
Education
Marymount Manhattan College
USAA FEDERAL SAVINGS BANK October 2013 - Present
USAA Federal Savings Bank February 2011 - Present
USAA Federal Savings Bank September 2010 - February 2011
JC III & Associates January 2010 - September 2010
New York Life Insurance Company 2007 - 2009
Fremont Investment & Loan October 2001 - May 2007
Fremont Investment & Loan February 1999 - September 2001
NCS & Emergent Mortgage Corp October 1996 - January 1999
Fleet Finance Inc 1988 - 1996
Fleet Finance & Mortgage Inc. December 1987 - 1996
Skills
Mortgage Lending, Credit, Underwriting, Mortgage Banking, Loans, Insurance, Banking, Sales, Finance, Account Management, Cold Calling, Risk Management, Negotiation, Real Estate, Credit Analysis, Customer Service, Sales Management, Financial Analysis, Forecasting, Loan Origination, Loss Mitigation
Education
Marquette University 1996 — 1996
Post Graduate Clases, Finance & Business Law
Instituto (University) Manuel Bonilla 1976 — 1978
CPA, Business
mARTo consulting - career opportunities in Financial Services, Technology and Insurance January 2015 - Present
New York Life Insurance Company April 2011 - October 2014
MetLife January 2010 - January 2011
AIG/AMERICAN GENERAL LIFE INSURANCE COMPANY March 2007 - June 2009
Prudential Financial January 1998 - January 2007
Skills
Insurance, Cross-functional Team..., Project Management, Financial Services, Product Management
Education
Manhattan College 1982 — 1986
Bachelor of Science, Finance
The Leukemia & Lymphoma Society October 2014 - Present
The Leukemia & Lymphoma Society May 2012 - Present
The Leukemia & Lymphoma Society June 2010 - May 2012
New York Life Insurance Company June 2008 - June 2010
Mount Kisco Medical Group June 2006 - December 2007
Talbots September 2004 - June 2006
Skills
PowerPoint, Microsoft Office, Excel, Outlook, Word, CMS, Google Analytics, Exact Target, Survey Monkey, Citrix, MISYS, Plaxo
Education
Manhattanville College 2004 — 2008
BA, Psychology, Sociology
Search Consultants of Northern Jersey November 2013 - Present
Time Inc. January 2013 - November 2013
Time Inc. August 2010 - January 2013
Time Inc. June 2009 - August 2010
New York Life Insurance Company December 2008 - June 2009
Syncsort May 2008 - December 2008
IBM July 2006 - May 2008
Skills
Microsoft Office, PeopleSoft Financial, Expense Management, Operating Budgets, Financial Forecasting, P&L Reporting, Financial Modeling, Essbase, Balance Sheet Review, Microsoft Excel, Forecasting, Advertising, Financial Reporting, Financial Analysis
Education
Marist College 2002 — 2006
BS Business Administration - Marketing & Human Resources, Summa Cum Laude
UTHSCSA June 2014 - Present
The University of Texas at San Antonio December 2011 - June 2014
ITT Technical Institute October 2010 - November 2011
Baptist Health System May 2010 - June 2011
New York Life Insurance Company October 2009 - April 2010
Skills
Public Speaking, Higher Education, Microsoft Office, PowerPoint, Time Management, Nonprofits, Training, Management, Admissions, Student Affairs, Leadership Development, Fundraising
Education
The University of Texas at San Antonio 2012 — 2014
M.Ed., Higher Education Administration, 4.0
Texas Lutheran University 2005 — 2009
BBA, Business Management
Massey University
JPMorgan Chase November 2013 - Present
JP Morgan Chase September 2012 - November 2013
JPMorgan Chase February 2010 - September 2012
JPMorgan Chase March 2008 - February 2010
JPMorgan Chase March 2006 - March 2008
New York Life Insurance Company September 2005 - February 2006
Skills
Customer Service, Team Building, Training, Sales Management, Sales, 401k, Loans, Consumer Lending, Retail Banking, Banking, Branch Management, Leadership, Time Management, Branch Banking, Customer Satisfaction, Finance, Management
Education
Marquette University 1998 — 2002
Bachelors, Communications Major (Jour)
New York Life Insurance Company June 2007 - Present
Skills
SQL, Microsoft Excel, Microsoft Office, JCL, Business Analysis, Oracle, Requirements Analysis, SharePoint, Data Warehousing, Visual Basic, Visio, SDLC, Access, COBOL
Education
Marist College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
Crothall Healthcare July 2014 - Present
Visiting Nurse Service of Westchester 2014 - Present
New York Life Insurance Company September 2012 - Present
Avon September 2010 - November 2012
Beth Abraham Family of Health Services August 1998 - November 2012
Dr Patrick Oleary September 1999 - June 2003
Visting Nurse Servive Of New York January 1994 - August 1998
HIP November 1990 - May 1993
Weill Cornell Medical College May 1990 - September 1990
Education
Marymount University 1986 — 1990
BS, Science
New York real estate institute 2006 — 2006
License
white plains high school
Micaela Dowd Consulting January 2010 - August 2014
New York Life Insurance Company December 2007 - September 2009
AXA Equitable July 2004 - December 2007
The MONY Group April 1998 - July 2004
Skills
Securities, Corporate Governance, Legal Writing, Legal Assistance, Corporate Law, Legal Research, Litigation
Education
Marymount Manhattan College
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York Life Insurance Company January 2013 - Present
Northwestern Mutual May 2012 - December 2012
Westside Domestic & Nannies June 2004 - February 2011
Skills
Customer Service, Financial Services, Bilingual, Passion for Helping..., Helping Clients, Cooperative, Disposition, Discrete, Hardwork, Recruiting, Coaching, Nannies, Investments, Retirement Planning
Education
Marshall University 1980 — 1984
Special Education Teacher, Education
Barbousville High Schcool
Regular/General High School/Secondary Diploma Program
Edison Properties September 2014 - Present
Cushman & Wakefield June 2014 - August 2014
New York Life Insurance Company April 2013 - June 2014
Glen Ridge Golf Course April 2006 - May 2014
Muscle Maker Grill January 2013 - April 2013
Marist College January 2011 - May 2011
Skills
Social Media, Microsoft Office, Facebook, PowerPoint, Public Relations, Microsoft Excel, Microsoft Word, Press Releases, Editing, Public Speaking, Research, Social Networking
Education
New York University 2015 — 2015
Certification of New York Real Estate Salesperson
Marist College 2008 — 2012
B.S, Communications; Sports Communication
St. Peter’s Preparatory School 2004 — 2008
College Preparatory Degree
IBM June 2014 - Present
IBM December 2012 - Present
White Plains High School October 2008 - December 2012
Banco Industrial de Venezuela December 2011 - January 2012
Manhattanville College August 2011 - August 2011
New York Life Insurance Company July 2011 - July 2011
Skills
Cloud Computing, Hybrid Cloud, SoftLayer, Docker, Bluemix, Cloud Foundry, OpenStack, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Dimensional Database..., Java, SQL, Microsoft Visio, IBM QMF, Python, Netbeans, Eclipse, IBM QMF for Windows, IBM QMF for Workstation, Hyperion
Education
Manhattanville College 2008 — 2012
Bachelor of Arts (B.A.), Management concentration International Management, Computer Science
Publicis Touchpoint Solutions, Inc. November 2011 - Present
MERCK & COMPANY, INC August 2006 - January 2011
Merck February 2006 - January 2011
Merck July 2006 - November 2010
PNC BANK 2004 - 2006
New York Life Insurance Company 2003 - 2004
Skills
Cardiology, Managed Care, Pharmaceutical Sales, Pharmaceutical Industry, Territory Management, Account Management, Cross-functional Team..., Diabetes, Hospitals, Neurology, New Business Development, Osteoporosis, Sales Force Development, Sales Operations, Selling
Education
Marywood University 2000 — 2002
BSA, Business Administration
Keystone College
A.S, Hospitality Management and Culinary Arts
Marywood University
B.A, Business Administration
USAA October 2014 - Present
USAA September 2012 - May 2015
Marist College Information Technology September 2008 - February 2013
New York Life Insurance Company May 2011 - August 2011
Marist College Information Technology September 2008 - May 2009
Alba Travel INC July 2005 - August 2006
Skills
Technical Support, Hardware, Software Installation, VPN, Oracle, Lotus Notes, Web Applications, HP, Customer Service, Analysis, CSS, MySQL, Maven, C, jQuery
Education
Marist College 2008 — 2012
Bachelor of Science, Information Technology & Systems
AIG February 2012 - Present
Barclays Capital May 2010 - February 2012
HSBC October 2006 - May 2010
New York Life Insurance Company October 1997 - September 2006
Education
Marist College 1989 — 1993
Master of Public Administration (MPA), Business Administration and Management, General
Marist College 1982 — 1986
Bachelor of Arts (BA), Psychology
BlackRock January 2015 - Present
BlackRock July 2012 - December 2014
McGraw-Hill April 2012 - June 2012
Manhattan College September 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
UBS January 2011 - May 2011
Skills
Analysis, Economics, Internal Audit, Research, Monetary Policy, Federal Reserve, Risk Assessment, Compliance, Capital Markets, Spanish
Education
Manhattan College 2008 — 2012
Bachelor of Science, Finance, Economics, Management, 3.78
Universitat Ramon Llull 2010 — 2010
International Exchange Student, International Business
Highland High School 2004 — 2008
High School Diploma
New York Life Insurance Company Director of Transfer of Assets DepartmentNew York Life Insurance Company2006 - Present
Skills
Recruiting, Microsoft Excel, Financial Services, Email Marketing, PowerPoint, Vendor Management, SQL, Team Building, Program Management, Budgets, Financial Analysis, Change Management
Education
Mansfield University of Pennsylvania
Bachelor of Arts (B.A.), Sociology
Sovereign Bank May 2008 - Present
Santander Bank, N.A. 2008 - 2015
Santander Bank, N.A. 2008 - 2015
Santander Bank, N.A. 2008 - 2015
2005 to 2008HARBOR POINT LENDING April 2005 - March 2008
New York Life Insurance Company January 2000 - January 2008
FIRST MORTGAGE ASSOCIATES January 2000 - January 2005
SCOTT CUTLER REAL ESTATE January 1994 - January 1999
Skills
Small Business, Customer Service, Real Estate, Customer Relations, Coaching, New Business Development, Business Management, Business Planning, Estate Planning, Retirement Planning, Credit, Banking, Finance, Loans
Education
The American College 2005 — 2006
Certified, Business Continuation
Massachusetts Bay Community College 1989 — 1989
Associate Degree, Business Administration and Management
New York Life Insurance Company March 2012 - January 2014
TIAA-CREF December 1987 - November 2011
Education
Marist College 1978 — 1982
Bachelor of Fine Arts (BFA), Fashion/Apparel Design & Merchandizing
New York Life Insurance Company October 2006 - Present
Education
Manhattan College 2002 — 2006
Bachelor of Science, Business Management
New York Life Insurance Company October 2012 - September 2014
Flagship Homes March 2012 - April 2012
Golden Temple February 2007 - December 2011
Scola's Cafe January 2007 - May 2007
Abercrombie & Fitch August 2006 - January 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Massachusetts College of Pharmacy and Health Sciences 2008 — 2012
Bachelor of Science (B.S.), Health Sciences
Ciampi Tax and Financial Services May 2014 - Present
New York Life Insurance Company May 2013 - April 2014
Skills
Retirement Planning, Insurance, Mutual Funds, Disability Insurance, Life Insurance, Estate Planning, Fixed Annuities, Retirement, Strategic Financial..., Long-term Care, Investments, 401k
Education
Quinnipiac University 2012 — 2015
Finance
Marist College 2010 — 2012
Cheshire Academy 2003 — 2010
Anixter May 2014 - Present
Aon Hewitt September 2010 - April 2014
ACE Group September 2009 - June 2010
New York Life Insurance Company August 2008 - December 2008
Mitsui & Co., Ltd. January 2005 - April 2008
Mitsui & Co., Ltd. 2003 - 2005
Mitsui & Co., Ltd. 2000 - 2003
Skills
Accounts Receivable, Sourcing, Competitive Analysis, Access, Procurement, Negotiation, Marketing, Sales Operations, Sales, Accounts Payable, Business Development, Customer Service, Purchasing, Contract Management, Call Centers, Administrative..., Account Investigation, Contract Administration, SAP, CMS, Remedy AR System, Westlaw, Microsoft Access, Microsoft Excel
Education
Manhattanville College
Bachelor of Arts (B.A.), International Business