New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Jerrod Greene Jerrod Greene's New York Life Insurance Company Experience 2012 - 2012
Job Sales Merchandiser
Industry Food & Beverages
Experience
Dietz and Watson May 2015 - Present
Dietz and Watson May 2015 - Present
Constant Contact October 2012 - September 2014
New York Life Insurance Company 2012 - 2012
Ross Stores March 2006 - March 2009
Skills
Email Marketing, Salesforce.com, Account Management, Customer Service, HTML, Lead Generation, Marketing, Marketing Communications, Online Advertising, Online Marketing, SaaS, Sales, Social Media, Social Media Marketing, Social Networking, Customer Satisfaction, Marketing Strategy
Education
Northern Colorado college of Real Estate 2015 — 2015
Real Estate
Metropolitan State College of Denver 2009 — 2011
Associate of Science (AS), Computer Information Services
Loveland High School 1992 — 1996
diploma, General Studies
Dietz and Watson May 2015 - Present
Dietz and Watson May 2015 - Present
Constant Contact October 2012 - September 2014
New York Life Insurance Company 2012 - 2012
Ross Stores March 2006 - March 2009
Skills
Email Marketing, Salesforce.com, Account Management, Customer Service, HTML, Lead Generation, Marketing, Marketing Communications, Online Advertising, Online Marketing, SaaS, Sales, Social Media, Social Media Marketing, Social Networking, Customer Satisfaction, Marketing Strategy
Education
Northern Colorado college of Real Estate 2015 — 2015
Real Estate
Metropolitan State College of Denver 2009 — 2011
Associate of Science (AS), Computer Information Services
Loveland High School 1992 — 1996
diploma, General Studies
Nana A.P. Nyanin Nana A.P. Nyanin's New York Life Insurance Company Experience April 2014 - Present
Job Senior Executive Assistant to the Senior Vice President, Office of Governmental Affairs
Industry Public Policy
Experience
New York Life Insurance Company April 2014 - Present
International Labour Organization (ILO) October 2013 - January 2014
International Labour Organization (ILO) March 2013 - August 2013
LSE 2011 - 2012
LSE 2011 - 2012
LSE 2011 - 2012
Skills
Research, Economic Development, Economics, Stata, International..., Policy Analysis, International Relations, NGOs, Capacity Building, Public Policy, Qualitative Research, Political Science, Politics, Sustainable Development, Human Rights, Program Evaluation, French, Econometrics, Africa, Strategic Planning
Education
London School of Economics and Political Science 2011 — 2012
Master of Science (MSc), Local Economic Development
McGill University 2008 — 2011
Bachelor of Arts (B.A.), Development Economics and International Development, Honors
New York Life Insurance Company April 2014 - Present
International Labour Organization (ILO) October 2013 - January 2014
International Labour Organization (ILO) March 2013 - August 2013
LSE 2011 - 2012
LSE 2011 - 2012
LSE 2011 - 2012
Skills
Research, Economic Development, Economics, Stata, International..., Policy Analysis, International Relations, NGOs, Capacity Building, Public Policy, Qualitative Research, Political Science, Politics, Sustainable Development, Human Rights, Program Evaluation, French, Econometrics, Africa, Strategic Planning
Education
London School of Economics and Political Science 2011 — 2012
Master of Science (MSc), Local Economic Development
McGill University 2008 — 2011
Bachelor of Arts (B.A.), Development Economics and International Development, Honors
Thomas Randall Thomas Randall's New York Life Insurance Company Experience November 2008 - July 2013
Job Retirement Concepts Group, LLC Executive Vice President
Industry Financial Services
Experience
Retirement Concepts Group, LLC December 2011 - Present
New York Life Insurance Company November 2008 - July 2013
Smith Tax and Investments March 2006 - May 2008
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Wealth Management, Long-term Care, Disability Insurance, Mutual Funds, Series 63, 401k, Series 6, Series 7, Securities, IRAs
Education
Michigan State University 1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Retirement Concepts Group, LLC December 2011 - Present
New York Life Insurance Company November 2008 - July 2013
Smith Tax and Investments March 2006 - May 2008
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Wealth Management, Long-term Care, Disability Insurance, Mutual Funds, Series 63, 401k, Series 6, Series 7, Securities, IRAs
Education
Michigan State University 1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Pamella Dos Santos Pamella Dos Santos's New York Life Insurance Company Experience June 2012 - August 2012
Job Student at Mercy College
Industry Marketing and Advertising
Experience
Gannett and The Journal News June 2013 - Present
New York Life Insurance Company June 2012 - August 2012
Colonial Beverage Store November 2007 - July 2012
Skills
Microsoft Office, Portuguese, Spanish, Customer Service, Cashiers, Marketing, International Business, Marketing Strategy, Online Advertising, Social Media Marketing, Market Research, Marketing Communications, Advertising
Education
Mercy College 2010 — 2014
Bachelor of Science (BS), International Business & Marketing
Harrison High School 2006 — 2010
Gannett and The Journal News June 2013 - Present
New York Life Insurance Company June 2012 - August 2012
Colonial Beverage Store November 2007 - July 2012
Skills
Microsoft Office, Portuguese, Spanish, Customer Service, Cashiers, Marketing, International Business, Marketing Strategy, Online Advertising, Social Media Marketing, Market Research, Marketing Communications, Advertising
Education
Mercy College 2010 — 2014
Bachelor of Science (BS), International Business & Marketing
Harrison High School 2006 — 2010
Amy Honeycutt-Sonnier's New York Life Insurance Company Experience May 1997 - June 2007
Job Enrollment Services Specialist at McNeese State University
Industry Human Resources
Experience
McNeese State University December 2014 - Present
The Lake Charles Dance Academy August 2011 - Present
ERA Helicopters LLC 2007 - 2010
New York Life Insurance Company May 1997 - June 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Office Management, Employee Relations, Employee Benefits, Public Speaking, Coaching, Event Planning, Social Networking, Aviation, English, Social Media, Insurance, Team Leadership, Human Resources, Team Building, Recruiting, Training, Leadership, Strategic Planning, Outlook
Education
McNeese State University 1988 — 1992
B.A., Liberal Studies
McNeese State University December 2014 - Present
The Lake Charles Dance Academy August 2011 - Present
ERA Helicopters LLC 2007 - 2010
New York Life Insurance Company May 1997 - June 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Office Management, Employee Relations, Employee Benefits, Public Speaking, Coaching, Event Planning, Social Networking, Aviation, English, Social Media, Insurance, Team Leadership, Human Resources, Team Building, Recruiting, Training, Leadership, Strategic Planning, Outlook
Education
McNeese State University 1988 — 1992
B.A., Liberal Studies
Mark R Hayes's New York Life Insurance Company Experience October 2011 - October 2013
Job Building Engineer
Industry Facilities Services
Experience
New York Life Insurance Company October 2011 - October 2013
Evergreen Area Chamber of Commerce 2012 - 2013
The Home Depot April 2003 - August 2011
Environmental Chemical Analysis June 1989 - February 2003
Skills
Financial Analysis, Life Insurance, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Small Business, Whole Life, Underwriting, Long Term Care Insurance, BOLI-Bank Owned Life..., COLI-Company Owned Life..., Grandparent Gifting of..., Be Your Own Bank, Retirement, 401k, Disability Insurance, Health Insurance, Customer Service, Marketing, Management, Coaching, IRAs, Wealth Management, Employee Benefits, Series 6, Leadership, Estate Planning, Time Management
Education
Metropolitan State College of Denver 1985 — 1989
Bachelor of Science, Biology/Chemistry
F.L. Schlagle Senior High School, KCK 1973 — 1975
New York Life Insurance Company October 2011 - October 2013
Evergreen Area Chamber of Commerce 2012 - 2013
The Home Depot April 2003 - August 2011
Environmental Chemical Analysis June 1989 - February 2003
Skills
Financial Analysis, Life Insurance, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Small Business, Whole Life, Underwriting, Long Term Care Insurance, BOLI-Bank Owned Life..., COLI-Company Owned Life..., Grandparent Gifting of..., Be Your Own Bank, Retirement, 401k, Disability Insurance, Health Insurance, Customer Service, Marketing, Management, Coaching, IRAs, Wealth Management, Employee Benefits, Series 6, Leadership, Estate Planning, Time Management
Education
Metropolitan State College of Denver 1985 — 1989
Bachelor of Science, Biology/Chemistry
F.L. Schlagle Senior High School, KCK 1973 — 1975
Christopher S. Miceli's New York Life Insurance Company Experience June 2013 - November 2013
Job Creative Marketing Director at Retirement Concepts Group, LLC
Industry Insurance
Experience
Retirement Concepts Group, LLC November 2013 - Present
United Ventures, LLC February 2010 - Present
New York Life Insurance Company June 2013 - November 2013
United States Postal Service August 2012 - December 2012
VinSolutions July 2011 - August 2012
VinSolutions March 2011 - July 2011
Sprint July 2007 - February 2010
Oddball Salvage Inc. January 2006 - April 2007
Tetra Tech EM Inc. January 2002 - January 2006
DataSource Inc 1999 - 2001
Skills
Legacies, Licensed Life Insurance..., Wealth Preservation ..., Small Business, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Insurance, Protection Planning /..., Retirement planning, Communication, Multi-Tasking Skills, Time Management, Thought Leadership, Key person protection, Licensed in Long‐Term..., Multi‐Generational..., Multi‐Generational..., Retirement, Succession Planning, Social Networking, CRM, Training, Salesforce.com, Business Planning, E-commerce, Entrepreneurship, Marketing, Retirement Planning, Key Person Protection, Human Resources, Project Management, Customer Service, Sales, Program Management, Management, Social Media Marketing
Education
Metropolitan Community College 2012 — 2013
Graphics Design
United States Army 1983 — 1989
Infantry
Raytown High school 1983 — 1983
High School Diploma, General
Retirement Concepts Group, LLC November 2013 - Present
United Ventures, LLC February 2010 - Present
New York Life Insurance Company June 2013 - November 2013
United States Postal Service August 2012 - December 2012
VinSolutions July 2011 - August 2012
VinSolutions March 2011 - July 2011
Sprint July 2007 - February 2010
Oddball Salvage Inc. January 2006 - April 2007
Tetra Tech EM Inc. January 2002 - January 2006
DataSource Inc 1999 - 2001
Skills
Legacies, Licensed Life Insurance..., Wealth Preservation ..., Small Business, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Insurance, Protection Planning /..., Retirement planning, Communication, Multi-Tasking Skills, Time Management, Thought Leadership, Key person protection, Licensed in Long‐Term..., Multi‐Generational..., Multi‐Generational..., Retirement, Succession Planning, Social Networking, CRM, Training, Salesforce.com, Business Planning, E-commerce, Entrepreneurship, Marketing, Retirement Planning, Key Person Protection, Human Resources, Project Management, Customer Service, Sales, Program Management, Management, Social Media Marketing
Education
Metropolitan Community College 2012 — 2013
Graphics Design
United States Army 1983 — 1989
Infantry
Raytown High school 1983 — 1983
High School Diploma, General
Ken Higdon Ken Higdon's New York Life Insurance Company Experience April 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company April 2011 - Present
New York Life Insurance Company September 2010 - Present
Your Chamber Connection January 2010 - June 2011
Temple Chamber of Commerce October 1992 - January 2010
TCCE 1992 - 2010
Institute for Organizational Management 1991 - 2010
Skills
Retirement, Insurance, Retirement Planning, Small Business, Long Term Care Insurance, 401k Rollovers, Estate Planning, Annuity Sales, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Fixed Annuities, Life Insurance, Long-term Care, Public Speaking, Customer Service, Employee Benefits
Education
McMurry University 1972 — 1976
BBA, Management
McMurry University 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York Life Insurance Company April 2011 - Present
New York Life Insurance Company September 2010 - Present
Your Chamber Connection January 2010 - June 2011
Temple Chamber of Commerce October 1992 - January 2010
TCCE 1992 - 2010
Institute for Organizational Management 1991 - 2010
Skills
Retirement, Insurance, Retirement Planning, Small Business, Long Term Care Insurance, 401k Rollovers, Estate Planning, Annuity Sales, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Fixed Annuities, Life Insurance, Long-term Care, Public Speaking, Customer Service, Employee Benefits
Education
McMurry University 1972 — 1976
BBA, Management
McMurry University 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration and Management, General
Patty Everette Patty Everette's New York Life Insurance Company Experience 2008 - 2010
Job Founder of Healthpons
Industry Hospital & Health Care
Experience
Healthpons February 2010 - Present
ABC Authorized Insurers July 2011 - March 2012
New York Life Insurance Company 2008 - 2010
United American Insurance October 2003 - April 2008
Skills
Long-term Care, Fixed Annuities, Insurance, Budgets, Health Insurance, Term Life Insurance, Life Insurance, Retirement Planning, Disability Insurance, Employee Benefits, New Business Development, Small Business, Strategic Financial..., Whole Life, Long Term Care Insurance, Medicare, Retirement, Healthcare, Sales, Executive Management, Leadership, Wealth, Financial Planners, Estate Planning, Business Planning, Healthcare Consulting, 401k, Financial Advisory, Investments, Management, Team Building, Strategic Planning, Marketing Strategy, Marketing
Education
Miami Dade College
Journalism
University of South Florida
Journalism
Healthpons February 2010 - Present
ABC Authorized Insurers July 2011 - March 2012
New York Life Insurance Company 2008 - 2010
United American Insurance October 2003 - April 2008
Skills
Long-term Care, Fixed Annuities, Insurance, Budgets, Health Insurance, Term Life Insurance, Life Insurance, Retirement Planning, Disability Insurance, Employee Benefits, New Business Development, Small Business, Strategic Financial..., Whole Life, Long Term Care Insurance, Medicare, Retirement, Healthcare, Sales, Executive Management, Leadership, Wealth, Financial Planners, Estate Planning, Business Planning, Healthcare Consulting, 401k, Financial Advisory, Investments, Management, Team Building, Strategic Planning, Marketing Strategy, Marketing
Education
Miami Dade College
Journalism
University of South Florida
Journalism
Leslie Leach's New York Life Insurance Company Experience June 2010 - June 2013
Job Owner at Omaha Real Estate Cleaning
Industry Real Estate
Experience
Omaha Real Estate Cleaning January 2013 - Present
New York Life Insurance Company June 2010 - June 2013
Central States Indemnity February 2008 - June 2010
Skills
Insurance, Administrative Support, Word, Excel, PowerPoint, Customer Service, Event Planning, Scheduling, Microsoft Word, Team Building, Leadership, Access, Training, Public Speaking, Budgets
Education
Metropolitan Community College 2010 — 2012
Omaha Real Estate Cleaning January 2013 - Present
New York Life Insurance Company June 2010 - June 2013
Central States Indemnity February 2008 - June 2010
Skills
Insurance, Administrative Support, Word, Excel, PowerPoint, Customer Service, Event Planning, Scheduling, Microsoft Word, Team Building, Leadership, Access, Training, Public Speaking, Budgets
Education
Metropolitan Community College 2010 — 2012
Melissa Barrett Melissa Barrett's New York Life Insurance Company Experience July 2014 - Present
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
New York Life Insurance Company July 2014 - Present
Pearl River Resort March 2005 - January 2014
Skills
Customer Service, Hospitality, Budgets, Public Speaking, Social Media, Team Building, Event Planning, Leadership, Casino, Microsoft Excel, Event Management, Microsoft Office, Strategic Planning, Sales, Coordinating Events, Social Networking, Public Relations, Social Media Marketing, Marketing, Nutrition, Gambling, Process Scheduler, Training, Supervisory Skills, Fitness, Food & Beverage, Small Business, Fundraising, Leadership Development, Retirement Planning, Mutual Funds, 401k Rollovers, IRAs, Financial Planning
Education
Meridian Community College 2001 — 2004
Pre-Veterinary Studies
Mt. Pleasant High School 1997 — 2001
Diploma, All
FINRA
Series 6, Variables, Securities
North American Securities Administrators Association
Series 63, Uniform Securities State Law, 92
Prudential Financial March 2015 - Present
New York Life Insurance Company July 2014 - Present
Pearl River Resort March 2005 - January 2014
Skills
Customer Service, Hospitality, Budgets, Public Speaking, Social Media, Team Building, Event Planning, Leadership, Casino, Microsoft Excel, Event Management, Microsoft Office, Strategic Planning, Sales, Coordinating Events, Social Networking, Public Relations, Social Media Marketing, Marketing, Nutrition, Gambling, Process Scheduler, Training, Supervisory Skills, Fitness, Food & Beverage, Small Business, Fundraising, Leadership Development, Retirement Planning, Mutual Funds, 401k Rollovers, IRAs, Financial Planning
Education
Meridian Community College 2001 — 2004
Pre-Veterinary Studies
Mt. Pleasant High School 1997 — 2001
Diploma, All
FINRA
Series 6, Variables, Securities
North American Securities Administrators Association
Series 63, Uniform Securities State Law, 92
Manny Bustoz's New York Life Insurance Company Experience August 2013 - November 2013
Job I help people make good decisions with their insurance and financial well being
Industry Insurance
Experience
Infinity Advisory Group- Client Focused Planners September 2013 - Present
New York Life Insurance Company August 2013 - November 2013
Independent November 2013 - 2013
Liberty National Insurance Company February 2012 - April 2012
Highland Capital Brokerage 2011 - 2012
Carfagno Insurance Services February 2009 - February 2011
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Sales, Term Life Insurance, Financial Services, Long Term Care Insurance, Health Insurance, Customer Service, Retirement, Whole Life, Disability Insurance, Networking, Employee Benefits, Financial Planners, Financial Advisory, New Business Development, Business Strategy, Case Management, Process Improvement
Education
St. Mary's High School 2001 — 2005
Mesa Community College
Infinity Advisory Group- Client Focused Planners September 2013 - Present
New York Life Insurance Company August 2013 - November 2013
Independent November 2013 - 2013
Liberty National Insurance Company February 2012 - April 2012
Highland Capital Brokerage 2011 - 2012
Carfagno Insurance Services February 2009 - February 2011
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Sales, Term Life Insurance, Financial Services, Long Term Care Insurance, Health Insurance, Customer Service, Retirement, Whole Life, Disability Insurance, Networking, Employee Benefits, Financial Planners, Financial Advisory, New Business Development, Business Strategy, Case Management, Process Improvement
Education
St. Mary's High School 2001 — 2005
Mesa Community College
Vincent Sessoms's New York Life Insurance Company Experience 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
Southeastern Cardiovascular Consultants 2012 - 2013
Daughtersof Charity Services of New Orleans 2008 - 2011
Grambling State University 2004 - 2006
Duke University Hospital 1999 - 2001
Skills
Public Speaking, Leadership, Management, Community Outreach, Strategic Planning, Healthcare, Nonprofits, Team Building, Customer Service, Leadership Development
Education
Meharry Medical College
Master of Science in Public Health
Tennessee State University
Bachelor of Science, Health Care Administration
New York Life Insurance Company 2014 - Present
Southeastern Cardiovascular Consultants 2012 - 2013
Daughtersof Charity Services of New Orleans 2008 - 2011
Grambling State University 2004 - 2006
Duke University Hospital 1999 - 2001
Skills
Public Speaking, Leadership, Management, Community Outreach, Strategic Planning, Healthcare, Nonprofits, Team Building, Customer Service, Leadership Development
Education
Meharry Medical College
Master of Science in Public Health
Tennessee State University
Bachelor of Science, Health Care Administration
Colby Witt's New York Life Insurance Company Experience October 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
NYLIFE Securities LLC November 2011 - September 2014
ATI Enterprises May 2011 - November 2011
Mart ISD August 2009 - May 2011
Skills
Retirement Planning, Sales, Leadership Development, Coaching, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Agent Coaching, Agent Development, Agent Retention, Annuity Sales, Business Development, Business Networking, Career Development, Business Insurance..., Financial Recruiting, Creative Problem Solving, Hiring, Job Coaching, Marketing, Mentoring, Networking, Sales Management, Permanent Life Insurance, Recruiting, Training and Development
Education
McMurry University 2002 — 2006
Bachelor of Science (B.S.), Education
New York Life Insurance Company October 2014 - Present
NYLIFE Securities LLC November 2011 - September 2014
ATI Enterprises May 2011 - November 2011
Mart ISD August 2009 - May 2011
Skills
Retirement Planning, Sales, Leadership Development, Coaching, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Agent Coaching, Agent Development, Agent Retention, Annuity Sales, Business Development, Business Networking, Career Development, Business Insurance..., Financial Recruiting, Creative Problem Solving, Hiring, Job Coaching, Marketing, Mentoring, Networking, Sales Management, Permanent Life Insurance, Recruiting, Training and Development
Education
McMurry University 2002 — 2006
Bachelor of Science (B.S.), Education
Robert Walko Robert Walko's New York Life Insurance Company Experience December 2013 - October 2014
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2014 - Present
New York Life Insurance Company December 2013 - October 2014
Pacific Life June 2010 - July 2013
Pacific Life June 2007 - July 2010
Missionary Entertainment, LLC August 2001 - July 2007
Wells Fargo April 2004 - June 2007
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Series 7, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Estate Planning, Insurance, Financial Services, Disability Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Finance
Miami University 1997 — 2000
AXA Advisors October 2014 - Present
New York Life Insurance Company December 2013 - October 2014
Pacific Life June 2010 - July 2013
Pacific Life June 2007 - July 2010
Missionary Entertainment, LLC August 2001 - July 2007
Wells Fargo April 2004 - June 2007
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Series 7, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Estate Planning, Insurance, Financial Services, Disability Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Finance
Miami University 1997 — 2000
Eric Moffitt's New York Life Insurance Company Experience January 1995 - Present
Job VP & CFO at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 1995 - Present
KPMG US August 1990 - December 1994
Skills
Investments, Financial Analysis, Mutual Funds, Financial Planners, Financial Modeling, Pensions, Insurance, Life Insurance, Asset Managment, Equities, Financial Goals, Investment Management, Cash Management, Risk Management, Banking
Education
Miami University 1986 — 1990
Bachelor's degree, Accounting
New York Life Insurance Company January 1995 - Present
KPMG US August 1990 - December 1994
Skills
Investments, Financial Analysis, Mutual Funds, Financial Planners, Financial Modeling, Pensions, Insurance, Life Insurance, Asset Managment, Equities, Financial Goals, Investment Management, Cash Management, Risk Management, Banking
Education
Miami University 1986 — 1990
Bachelor's degree, Accounting
Stephenie Monderine Stephenie Monderine's New York Life Insurance Company Experience March 2014 - Present
Job New Business Representative, New York Life Insurance
Industry Executive Office
Experience
New York Life Insurance Company March 2014 - Present
Percowitz Properties September 2013 - March 2014
The Village Bakery and Cafe June 2013 - August 2013
Various (self employed) May 2011 - May 2013
Skills
Leadership, Communication, Social Networking, Social Media, Editing, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Team Leadership, Team Building, Marketing Strategy, Advertising
Education
Menlo College 2009 — 2013
Bachelor's Degree, Marketing/Marketing Management, General
New York Life Insurance Company March 2014 - Present
Percowitz Properties September 2013 - March 2014
The Village Bakery and Cafe June 2013 - August 2013
Various (self employed) May 2011 - May 2013
Skills
Leadership, Communication, Social Networking, Social Media, Editing, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Team Leadership, Team Building, Marketing Strategy, Advertising
Education
Menlo College 2009 — 2013
Bachelor's Degree, Marketing/Marketing Management, General
Shanette Robbolino Shanette Robbolino's New York Life Insurance Company Experience November 2006 - July 2012
Job Director of Operations & Sales
Industry Information Technology and Services
Experience
Accent On Travel April 2015 - Present
Bella Villa Artistry LLC & Robbolino Art Gallery July 2012 - January 2015
Ocean Surfari Charters April 2014 - August 2014
New York Life Insurance Company November 2006 - July 2012
Equity Office Properties Trust April 2005 - April 2006
Madison Smallwood Financial Group December 2004 - April 2005
Maximum Air LLC September 2003 - November 2004
Protravel International August 2002 - November 2004
Skills
Over 10+ yrs experience..., Insurance, Outlook, Customer Service, Microsoft Excel, PowerPoint, Administrative..., Microsoft Word, Microsoft Office, Lotus Notes, Access, Time Management, Recruiting, Sales
Education
Mercy College 2010 — 2012
Bachelor's degree, Organizational and Leadership Management, Summa Cum Laude
Newbury College 1997 — 1999
Associate of Science (A.S.), Travel and Hospitality Management
Accent On Travel April 2015 - Present
Bella Villa Artistry LLC & Robbolino Art Gallery July 2012 - January 2015
Ocean Surfari Charters April 2014 - August 2014
New York Life Insurance Company November 2006 - July 2012
Equity Office Properties Trust April 2005 - April 2006
Madison Smallwood Financial Group December 2004 - April 2005
Maximum Air LLC September 2003 - November 2004
Protravel International August 2002 - November 2004
Skills
Over 10+ yrs experience..., Insurance, Outlook, Customer Service, Microsoft Excel, PowerPoint, Administrative..., Microsoft Word, Microsoft Office, Lotus Notes, Access, Time Management, Recruiting, Sales
Education
Mercy College 2010 — 2012
Bachelor's degree, Organizational and Leadership Management, Summa Cum Laude
Newbury College 1997 — 1999
Associate of Science (A.S.), Travel and Hospitality Management
Sean (Min Kang) Chung Sean (Min Kang) Chung's New York Life Insurance Company Experience January 1999 - June 2000
Job Product Manager at Samsung Electro Mechanics
Industry Electrical/Electronic Manufacturing
Experience
Samsung Electro-Mechanics March 2013 - Present
Samsung Electro-Mechanics May 2012 - March 2013
Samsung Electro-Mechanics January 2001 - April 2012
New York Life Insurance Company January 1999 - June 2000
Education
Soongsil University 1993 — 2001
Bachelor of Business Administration (BBA), Accounting
Meiji Gakuin University 1999 — 1999
Exchange Student
The Evergreen State College 1996 — 1997
English-speaking
Samsung Electro-Mechanics March 2013 - Present
Samsung Electro-Mechanics May 2012 - March 2013
Samsung Electro-Mechanics January 2001 - April 2012
New York Life Insurance Company January 1999 - June 2000
Education
Soongsil University 1993 — 2001
Bachelor of Business Administration (BBA), Accounting
Meiji Gakuin University 1999 — 1999
Exchange Student
The Evergreen State College 1996 — 1997
English-speaking
Jason Teague Jason Teague's New York Life Insurance Company Experience December 2010 - April 2012
Job Billing Specialist
Industry Hospital & Health Care
Experience
Drayer Physical Therapy Institute November 2012 - Present
New York Life Insurance Company December 2010 - April 2012
The Club at Carlton Woods January 2009 - April 2010
Shoal Creek April 2006 - December 2008
Skills
Insurance, Billing Systems, Client Counseling, Health Insurance, Term Life Insurance, Life Insurance, Collections, Disability Insurance, General Insurance, Fixed Annuities, Golf Management, Golf Instruction, Customer Service, Sales, Management, Event Management, Microsoft Excel, Public Speaking
Education
Methodist College 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Professional Golf Management
Drayer Physical Therapy Institute November 2012 - Present
New York Life Insurance Company December 2010 - April 2012
The Club at Carlton Woods January 2009 - April 2010
Shoal Creek April 2006 - December 2008
Skills
Insurance, Billing Systems, Client Counseling, Health Insurance, Term Life Insurance, Life Insurance, Collections, Disability Insurance, General Insurance, Fixed Annuities, Golf Management, Golf Instruction, Customer Service, Sales, Management, Event Management, Microsoft Excel, Public Speaking
Education
Methodist College 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Professional Golf Management
Jay Hering Jay Hering's New York Life Insurance Company Experience August 2011 - December 2012
Job Financial Services Representive
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
New York Life Insurance Company August 2011 - December 2012
Kerr Pacific Commodities Inc September 1980 - September 2005
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Insurance, Series 6, Health Insurance, Employee Benefits, Financial Analysis, Sales, Series 63, Mutual Funds
Education
Miami University 1970 — 1974
Bachelor of Science (BS), Marketing, Economics
MassMutual Financial Group January 2013 - Present
New York Life Insurance Company August 2011 - December 2012
Kerr Pacific Commodities Inc September 1980 - September 2005
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Insurance, Series 6, Health Insurance, Employee Benefits, Financial Analysis, Sales, Series 63, Mutual Funds
Education
Miami University 1970 — 1974
Bachelor of Science (BS), Marketing, Economics
Paul E. Warth Paul E. Warth's New York Life Insurance Company Experience October 2013 - September 2014
Job Director of Business Development at EDC Consulting LLC
Industry Information Technology and Services
Experience
EDC Consulting LLC September 2014 - Present
NYLIFE Securities LLC April 2014 - September 2014
New York Life Insurance Company October 2013 - September 2014
RGS Associates, Inc. November 2012 - September 2013
Catapult Consultants, LLC November 2011 - October 2012
The Ravens Group, Inc. March 2011 - October 2011
Trelleborg Offshore Boston, Inc. November 2007 - February 2011
Robbins-Gioia, LLC November 2005 - October 2007
DSD Laboratories, Inc. October 2003 - November 2005
Strategic Marketing Ventures, Inc. July 2002 - October 2003
Education
Miami University 1975 — 1979
International Studies
University of the State of New York, Albany
BS, International Studies
EDC Consulting LLC September 2014 - Present
NYLIFE Securities LLC April 2014 - September 2014
New York Life Insurance Company October 2013 - September 2014
RGS Associates, Inc. November 2012 - September 2013
Catapult Consultants, LLC November 2011 - October 2012
The Ravens Group, Inc. March 2011 - October 2011
Trelleborg Offshore Boston, Inc. November 2007 - February 2011
Robbins-Gioia, LLC November 2005 - October 2007
DSD Laboratories, Inc. October 2003 - November 2005
Strategic Marketing Ventures, Inc. July 2002 - October 2003
Education
Miami University 1975 — 1979
International Studies
University of the State of New York, Albany
BS, International Studies
Greg Boudon Greg Boudon's New York Life Insurance Company Experience June 2009 - December 2014
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group of Ohio December 2014 - Present
New York Life Insurance Company June 2009 - December 2014
Fifth Third Bank June 2008 - May 2009
National City February 2007 - May 2008
Ohio Savings Bank January 2002 - January 2007
Skills
IRAs, Retirement Planning, Estate Planning, 401k Rollovers, Long Term Care Insurance, Roth IRA, College Savings Plans, Fixed Annuities, Life Insurance, Variable Annuities, Wealth Accumulation, Investments, Variable Life, Investment Strategies, Securities, SEP IRA, 401k, Asset Allocation
Education
Miami University
BS, Business and Finance
Saint Edward High School
MetLife Premier Client Group of Ohio December 2014 - Present
New York Life Insurance Company June 2009 - December 2014
Fifth Third Bank June 2008 - May 2009
National City February 2007 - May 2008
Ohio Savings Bank January 2002 - January 2007
Skills
IRAs, Retirement Planning, Estate Planning, 401k Rollovers, Long Term Care Insurance, Roth IRA, College Savings Plans, Fixed Annuities, Life Insurance, Variable Annuities, Wealth Accumulation, Investments, Variable Life, Investment Strategies, Securities, SEP IRA, 401k, Asset Allocation
Education
Miami University
BS, Business and Finance
Saint Edward High School
Chris Castle's New York Life Insurance Company Experience September 2003 - Present
Job Agent/Registered Rep at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2003 - Present
Education
McNeese State University
Bachelor of Science (B.S.), Minor in Chemistry, Environmental Science, Chemistry
New York Life Insurance Company September 2003 - Present
Education
McNeese State University
Bachelor of Science (B.S.), Minor in Chemistry, Environmental Science, Chemistry
Robert Nocera's New York Life Insurance Company Experience October 2010 - Present
Job Partner in charge of Recruiting and Development at New York Life Insurance Company and NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
Sandy USA, Inc. December 1993 - April 2010
Precious Moments Company 1990 - 1993
Skills
Retirement Planning, Insurance, Life Insurance, Retirement, Long-term Care, Fixed Annuities, Strategic Planning, Management, Marketing, Sales Management, Sales, Recruiting, Investments, Finance, Training, Business Planning, Leadership, Time Management, Coaching, Small Business, Strategic Financial..., Financial Planners
Education
Michigan State University
BA, Communication
New York Life Insurance Company October 2010 - Present
Sandy USA, Inc. December 1993 - April 2010
Precious Moments Company 1990 - 1993
Skills
Retirement Planning, Insurance, Life Insurance, Retirement, Long-term Care, Fixed Annuities, Strategic Planning, Management, Marketing, Sales Management, Sales, Recruiting, Investments, Finance, Training, Business Planning, Leadership, Time Management, Coaching, Small Business, Strategic Financial..., Financial Planners
Education
Michigan State University
BA, Communication
Linda M. Jones Linda M. Jones's New York Life Insurance Company Experience May 2012 - January 2015
Job Financial Services Representative
Industry Financial Services
Experience
TD March 2015 - Present
New York Life Insurance Company May 2012 - January 2015
McBride Corporate Real Estate October 2005 - May 2012
Real Estate Mortgage Network March 2003 - October 2005
Rochelle Park, NJ May 2001 - May 2004
Skills
Negotiation, Contract Negotiation, Lead Generation, Long-term Care, Business Services, Estate Planning, Financial Services, Insurance Agent, Investing Service, Sales, Relationship Marketing, Building Business..., Business Planning, Refinance, Retirement, Loans, Finance, Investments, Wealth Management, Insurance, Asset Management, Mutual Funds, Securities, Strategic Financial..., Bonds, Financial Analysis, Fixed Annuities
Education
Mercy College
B. A., Marketing
Nanuet High School
Bachelor of Business Administration (BBA), Marketing
TD March 2015 - Present
New York Life Insurance Company May 2012 - January 2015
McBride Corporate Real Estate October 2005 - May 2012
Real Estate Mortgage Network March 2003 - October 2005
Rochelle Park, NJ May 2001 - May 2004
Skills
Negotiation, Contract Negotiation, Lead Generation, Long-term Care, Business Services, Estate Planning, Financial Services, Insurance Agent, Investing Service, Sales, Relationship Marketing, Building Business..., Business Planning, Refinance, Retirement, Loans, Finance, Investments, Wealth Management, Insurance, Asset Management, Mutual Funds, Securities, Strategic Financial..., Bonds, Financial Analysis, Fixed Annuities
Education
Mercy College
B. A., Marketing
Nanuet High School
Bachelor of Business Administration (BBA), Marketing
Keith Belton Keith Belton's New York Life Insurance Company Experience December 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
United States Postal Service October 2005 - January 2011
Prosecuting Attorney, St Louis County, MO April 1998 - October 2005
Skills
Estate Planning, Business Planning, Communication, Multi-tasking Skills, Licensed Life Insurance..., Licensed in Long-Term..., Key Person Protection, Insurance, Gifting Strategies, Protection..., Retirement, Retirement Planning, Asset Protection, Annuity Sales, 401k Rollovers
Education
McKendree College 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company December 2010 - Present
United States Postal Service October 2005 - January 2011
Prosecuting Attorney, St Louis County, MO April 1998 - October 2005
Skills
Estate Planning, Business Planning, Communication, Multi-tasking Skills, Licensed Life Insurance..., Licensed in Long-Term..., Key Person Protection, Insurance, Gifting Strategies, Protection..., Retirement, Retirement Planning, Asset Protection, Annuity Sales, 401k Rollovers
Education
McKendree College 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Nona Cason Nona Cason's New York Life Insurance Company Experience 2006 - 2006
Job Insurance Sales/Service for Allstate Insurance/Michael DiGiorgio Agent Coral Springs Florida
Industry Investment Management
Experience
One Dog At A Time January 2012 - Present
"Toodles" Tutoring January 2012 - Present
Sonoma Homeowners Association January 2010 - Present
Medra April 2009 - Present
Fort Lauderdale International Film Festival 2012 - 2012
Sage Law Office January 2008 - September 2008
MacNeill Group, Inc. July 2007 - January 2008
New York Life Insurance Company 2006 - 2006
GEICO 1992 - 2000
Skills
Public Relations, Microsoft Office, Customer Service, Sales Management, Photography, Excel, Dog Training, dog boarding, human resource..., Risk Management, bilengual claims..., adolescent management, Autism Management, Fundraising, Social Networking, Microsoft Excel, Event Management, Spanish, Public Speaking, Team Leadership
Education
Mercer University 1986 — 1987
Bachelor's degree, Spanish and Iberian Studies
The University of Georgia
One Dog At A Time January 2012 - Present
"Toodles" Tutoring January 2012 - Present
Sonoma Homeowners Association January 2010 - Present
Medra April 2009 - Present
Fort Lauderdale International Film Festival 2012 - 2012
Sage Law Office January 2008 - September 2008
MacNeill Group, Inc. July 2007 - January 2008
New York Life Insurance Company 2006 - 2006
GEICO 1992 - 2000
Skills
Public Relations, Microsoft Office, Customer Service, Sales Management, Photography, Excel, Dog Training, dog boarding, human resource..., Risk Management, bilengual claims..., adolescent management, Autism Management, Fundraising, Social Networking, Microsoft Excel, Event Management, Spanish, Public Speaking, Team Leadership
Education
Mercer University 1986 — 1987
Bachelor's degree, Spanish and Iberian Studies
The University of Georgia
Claudio Romano Claudio Romano's New York Life Insurance Company Experience January 2000 - January 2001
Job Financial Crimes Compliance Specialist
Industry Banking
Experience
Bank of America November 2012 - Present
Bank of America/Merrill Lynch May 2007 - November 2012
Bank of America June 2006 - May 2007
Wolf & Company2006 January 2006 - April 2006
Sovereign Bank2004 - 2005 January 2004 - January 2006
Provident Bank January 2001 - January 2003
New York Life Insurance Company January 2000 - January 2001
U.S. Coast Guard January 1993 - January 1997
Skills
Investments, Fixed Income, Sales, Management, Portfolio Management, Loans, Risk Management, Settlement, Investment Strategies, Financial Services, Bloomberg, Finance, Mutual Funds, Mortgage Lending, Series 63, Securities, Financial Analysis, Trading, Team Building, Program Management, Due Diligence, Series 7, Insurance
Education
Miami University
Miami University
Bachelor of Science, Health
Bank of America November 2012 - Present
Bank of America/Merrill Lynch May 2007 - November 2012
Bank of America June 2006 - May 2007
Wolf & Company2006 January 2006 - April 2006
Sovereign Bank2004 - 2005 January 2004 - January 2006
Provident Bank January 2001 - January 2003
New York Life Insurance Company January 2000 - January 2001
U.S. Coast Guard January 1993 - January 1997
Skills
Investments, Fixed Income, Sales, Management, Portfolio Management, Loans, Risk Management, Settlement, Investment Strategies, Financial Services, Bloomberg, Finance, Mutual Funds, Mortgage Lending, Series 63, Securities, Financial Analysis, Trading, Team Building, Program Management, Due Diligence, Series 7, Insurance
Education
Miami University
Miami University
Bachelor of Science, Health
Dilaila Henriquez's New York Life Insurance Company Experience October 2013 - June 2014
Job Investment Management Professional
Industry Investment Management
Experience
New York Life Insurance Company October 2013 - June 2014
SDS Financial Technologies September 2004 - June 2013
CCN Inc. March 2003 - September 2004
Skills
Outlook, Time Management, Recruiting, Payroll, Management, Interviews, Accounts Payable, PowerPoint, Visio, Budgets, Microsoft Word, Sales, Public Relations, Business Development, Advertising, Telephone Skills, Accounting, Insurance, Auditing, Travel Arrangements
Education
Mercy College 1998 — 1999
International Business
New York Life Insurance Company October 2013 - June 2014
SDS Financial Technologies September 2004 - June 2013
CCN Inc. March 2003 - September 2004
Skills
Outlook, Time Management, Recruiting, Payroll, Management, Interviews, Accounts Payable, PowerPoint, Visio, Budgets, Microsoft Word, Sales, Public Relations, Business Development, Advertising, Telephone Skills, Accounting, Insurance, Auditing, Travel Arrangements
Education
Mercy College 1998 — 1999
International Business
Kyle Kiker Kyle Kiker's New York Life Insurance Company Experience August 2013 - March 2014
Job Organic Lawn Management Professional
Industry Environmental Services
Experience
Eden Lawns, LLC February 2015 - Present
Hendrick Automotive Group July 2014 - February 2015
Lay of the Land INC. April 2014 - June 2014
New York Life Insurance Company August 2013 - March 2014
Skills
Landscaping, Real Estate Development, Lawn Care, Customer Service, Insurance, Time Management, Retirement Planning, Small Business, PowerPoint, Risk Management, Public Speaking, Estate Planning, Life Insurance, Finance, Budgets, Microsoft Excel, Licensed Life Insurance..., Leadership, Asset Protection, Wealth Preservation...
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor's Degree, Finance
Stanly Community College 2011 — 2011
Rowan-Cabarrus Community College 2010 — 2011
Business Administration and Management, General
Methodist College 2009 — 2010
Business Administration, PGA Golf Management
Eden Lawns, LLC February 2015 - Present
Hendrick Automotive Group July 2014 - February 2015
Lay of the Land INC. April 2014 - June 2014
New York Life Insurance Company August 2013 - March 2014
Skills
Landscaping, Real Estate Development, Lawn Care, Customer Service, Insurance, Time Management, Retirement Planning, Small Business, PowerPoint, Risk Management, Public Speaking, Estate Planning, Life Insurance, Finance, Budgets, Microsoft Excel, Licensed Life Insurance..., Leadership, Asset Protection, Wealth Preservation...
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor's Degree, Finance
Stanly Community College 2011 — 2011
Rowan-Cabarrus Community College 2010 — 2011
Business Administration and Management, General
Methodist College 2009 — 2010
Business Administration, PGA Golf Management
Katheryn Weiner's New York Life Insurance Company Experience May 2009 - July 2009
Job Systems Integration Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture April 2012 - June 2014
Huntington National Bank March 2010 - April 2012
New York Life Insurance Company May 2009 - July 2009
Michigan State University August 2004 - May 2009
Michigan State University July 2007 - August 2008
Exchange State Bank May 2006 - August 2008
Skills
Leadership, SQL, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, CRM, Lotus Notes, Benthic, Agro Data Management, Business View Systems, Organizational..., Databases, Time Management, Customer Service, Event Planning
Education
Michigan State University 2004 — 2009
Bachelor of Arts, Finance, International Business Specialization
Accenture April 2012 - June 2014
Huntington National Bank March 2010 - April 2012
New York Life Insurance Company May 2009 - July 2009
Michigan State University August 2004 - May 2009
Michigan State University July 2007 - August 2008
Exchange State Bank May 2006 - August 2008
Skills
Leadership, SQL, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, CRM, Lotus Notes, Benthic, Agro Data Management, Business View Systems, Organizational..., Databases, Time Management, Customer Service, Event Planning
Education
Michigan State University 2004 — 2009
Bachelor of Arts, Finance, International Business Specialization
Brian Buck Brian Buck's New York Life Insurance Company Experience May 1993 - March 1997
Job Principal UC Adoption Consultant at Unify Square
Industry Information Technology and Services
Experience
Unify Square May 2015 - Present
SMART Technologies (Enterprise Business Unit) November 2013 - May 2015
Cardinal Health May 2007 - November 2013
LOGOS Communications, Inc. March 1997 - May 2007
New York Life Insurance Company May 1993 - March 1997
Skills
Cross-functional Team..., Data Center, Healthcare, IT Management, IT Operations, IT Strategy, Leadership, Management, Networking, Process Improvement, Project Management, Security, SharePoint, Team Leadership, Team Management, Telecommunications, Unified Communications, Vendor Management, Visio, VoIP, Integration, Software Documentation
Education
Miami University 1991 — 1993
Master Of Arts, Organizational Communication
Miami University 1987 — 1991
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Wagner College 1990 — 1990
Semester Study Abroad -Bregenz, Austria, Multi/Interdisciplinary Studies
Unify Square May 2015 - Present
SMART Technologies (Enterprise Business Unit) November 2013 - May 2015
Cardinal Health May 2007 - November 2013
LOGOS Communications, Inc. March 1997 - May 2007
New York Life Insurance Company May 1993 - March 1997
Skills
Cross-functional Team..., Data Center, Healthcare, IT Management, IT Operations, IT Strategy, Leadership, Management, Networking, Process Improvement, Project Management, Security, SharePoint, Team Leadership, Team Management, Telecommunications, Unified Communications, Vendor Management, Visio, VoIP, Integration, Software Documentation
Education
Miami University 1991 — 1993
Master Of Arts, Organizational Communication
Miami University 1987 — 1991
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Wagner College 1990 — 1990
Semester Study Abroad -Bregenz, Austria, Multi/Interdisciplinary Studies
Bill Tate Bill Tate's New York Life Insurance Company Experience March 2009 - Present
Job Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2009 - Present
New York Life Insurance Company June 2006 - March 2009
New York Life Insurance Company April 2002 - June 2006
Skills
Team Building, Leadership Development, Coaching, Organizational..., Time Management, Strategic Planning, Creative Problem Solving, Timely Decision Making, Communication, Written & Oral..., Customer Service, Customer Satisfaction, Mentoring, Process Improvement, Building Relationships
Education
The George Washington University 1985 — 1987
Master of Arts (M.A.), International Business
Miami University 1981 — 1985
Bachelor of Arts (B.A.), International/Global Studies
New York Life Insurance Company March 2009 - Present
New York Life Insurance Company June 2006 - March 2009
New York Life Insurance Company April 2002 - June 2006
Skills
Team Building, Leadership Development, Coaching, Organizational..., Time Management, Strategic Planning, Creative Problem Solving, Timely Decision Making, Communication, Written & Oral..., Customer Service, Customer Satisfaction, Mentoring, Process Improvement, Building Relationships
Education
The George Washington University 1985 — 1987
Master of Arts (M.A.), International Business
Miami University 1981 — 1985
Bachelor of Arts (B.A.), International/Global Studies
Philip L. Peabody Philip L. Peabody's New York Life Insurance Company Experience September 2008 - July 2009
Job Exploring New Opportunities
Industry Financial Services
Experience
AIG Retirement Services, VALIC June 2011 - July 2012
First Command Financial Services September 2010 - March 2011
New York Life Insurance Company September 2008 - July 2009
H&R Block Financial Advisors March 2004 - June 2006
Skills
Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Investment Strategies, Risk Management, Series 7, Series 63, Series 65, Life Insurance, Finance, Strategic Financial..., Financial Services, Retirement, Fixed Annuities, Mutual Funds, Investments, IRAs, Insurance, Asset Management, Estate Planning, Leadership, Small Business, Social Media, Customer Service, Pensions, Marketing
Education
Michigan State University 1996 — 2000
Bachelor of Arts, Finance
AIG Retirement Services, VALIC June 2011 - July 2012
First Command Financial Services September 2010 - March 2011
New York Life Insurance Company September 2008 - July 2009
H&R Block Financial Advisors March 2004 - June 2006
Skills
Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Investment Strategies, Risk Management, Series 7, Series 63, Series 65, Life Insurance, Finance, Strategic Financial..., Financial Services, Retirement, Fixed Annuities, Mutual Funds, Investments, IRAs, Insurance, Asset Management, Estate Planning, Leadership, Small Business, Social Media, Customer Service, Pensions, Marketing
Education
Michigan State University 1996 — 2000
Bachelor of Arts, Finance
Matt Loper Matt Loper's New York Life Insurance Company Experience 2000 - 2003
Job Senior Associate at Delta Development Group
Industry Information Technology and Services
Experience
Delta Development Group June 2010 - Present
Integrity Bank 2004 - 2007
New York Life Insurance Company 2000 - 2003
Commerce Bank 1995 - 2000
Skills
Project Management, Economic Development, Banking, Writing, Research, Proposal Writing, New Business Development, Leadership, Business Development, Strategic Planning, Project Planning, Finance, Public Speaking, Government, Public Relations, Management, Social Media
Education
Messiah College 2007 — 2009
Bachelors, History
Jerusalem University College 2008 — 2008
History
Delta Development Group June 2010 - Present
Integrity Bank 2004 - 2007
New York Life Insurance Company 2000 - 2003
Commerce Bank 1995 - 2000
Skills
Project Management, Economic Development, Banking, Writing, Research, Proposal Writing, New Business Development, Leadership, Business Development, Strategic Planning, Project Planning, Finance, Public Speaking, Government, Public Relations, Management, Social Media
Education
Messiah College 2007 — 2009
Bachelors, History
Jerusalem University College 2008 — 2008
History
Scott Mougey Scott Mougey's New York Life Insurance Company Experience July 2009 - July 2013
Job I help people remember you and your business
Industry Marketing and Advertising
Experience
New York Life Insurance Company July 2009 - July 2013
Battery Foundation, Inc April 2007 - April 2008
Movado Group, Inc. September 2005 - March 2007
Crescendo Jewelry September 1999 - March 2005
Seiko Corporation of America September 1983 - September 1999
Skills
Ad Specialty Items, Apparel, Brand Awareness, Corporate Identity, Corporate Events, Customized Totes, Fundraising, Golf Outings, Health and Wellness..., Personalized Apparel
Education
Miami University 1973 — 1977
BS, Marketing
New York Life Insurance Company July 2009 - July 2013
Battery Foundation, Inc April 2007 - April 2008
Movado Group, Inc. September 2005 - March 2007
Crescendo Jewelry September 1999 - March 2005
Seiko Corporation of America September 1983 - September 1999
Skills
Ad Specialty Items, Apparel, Brand Awareness, Corporate Identity, Corporate Events, Customized Totes, Fundraising, Golf Outings, Health and Wellness..., Personalized Apparel
Education
Miami University 1973 — 1977
BS, Marketing
Rich Haering Rich Haering's New York Life Insurance Company Experience January 2015 - Present
Job Helping Veterans, Musicians and others achieve financial freedom and security.
Industry Real Estate
Experience
Farmers Insurance August 2015 - Present
New York Life Insurance Company January 2015 - Present
Horns in the Attic July 2011 - Present
Freelance Musician/Composer 1979 - Present
Proship Entertainment Inc. 2014 - 2015
Proship Entertainment Inc. 2014 - 2015
ELK Realty Group 2007 - 2010
Home Director June 2006 - January 2009
Home Director January 2007 - April 2008
First Place Realty 1999 - 2001
Skills
Product Marketing, Strategic Partnerships, Product Management, New Business Development, Sales Management, Leadership, Consumer Electronics, Sales, Salesforce.com, Go-to-market Strategy, Selling, Marketing Strategy, Product Development, Direct Sales, Business Development, Competitive Analysis, Start-ups, SaaS, Solution Selling, Product Launch, Management
Education
Michigan State University 1982 — 1986
Farmers Insurance August 2015 - Present
New York Life Insurance Company January 2015 - Present
Horns in the Attic July 2011 - Present
Freelance Musician/Composer 1979 - Present
Proship Entertainment Inc. 2014 - 2015
Proship Entertainment Inc. 2014 - 2015
ELK Realty Group 2007 - 2010
Home Director June 2006 - January 2009
Home Director January 2007 - April 2008
First Place Realty 1999 - 2001
Skills
Product Marketing, Strategic Partnerships, Product Management, New Business Development, Sales Management, Leadership, Consumer Electronics, Sales, Salesforce.com, Go-to-market Strategy, Selling, Marketing Strategy, Product Development, Direct Sales, Business Development, Competitive Analysis, Start-ups, SaaS, Solution Selling, Product Launch, Management
Education
Michigan State University 1982 — 1986
Ray Normington Ray Normington's New York Life Insurance Company Experience September 2002 - April 2010
Job CEO/President at Crucible Financial Group
Industry Financial Services
Experience
Crucible Financial Group December 2011 - Present
The Auliv Group April 2010 - November 2011
New York Life Insurance Company September 2002 - April 2010
Cedar Springs Public Schools July 1994 - July 2002
Skills
Retirement Planning, IRAs, Long Term Care Insurance, Long-term Care, 401k, Term Life Insurance, Fixed Annuities, Retirement, College Savings Plans, Wealth Accumulation, 401k Rollovers, Mutual Funds, Series 7, Life Insurance, Estate Planning, Insurance, Strategic Financial..., Small Business, Financial Advisory, Financial Services, Health Insurance, Wealth Management, Investments, Disability Insurance, Roth IRA, Financial Planners, Whole Life, Series 6, Critical Illness, Finance, Customer Service, Financial Planning
Education
Michigan State University 1977 — 1993
BS, MA, Anthropology, Education, Educational Administration
Crucible Financial Group December 2011 - Present
The Auliv Group April 2010 - November 2011
New York Life Insurance Company September 2002 - April 2010
Cedar Springs Public Schools July 1994 - July 2002
Skills
Retirement Planning, IRAs, Long Term Care Insurance, Long-term Care, 401k, Term Life Insurance, Fixed Annuities, Retirement, College Savings Plans, Wealth Accumulation, 401k Rollovers, Mutual Funds, Series 7, Life Insurance, Estate Planning, Insurance, Strategic Financial..., Small Business, Financial Advisory, Financial Services, Health Insurance, Wealth Management, Investments, Disability Insurance, Roth IRA, Financial Planners, Whole Life, Series 6, Critical Illness, Finance, Customer Service, Financial Planning
Education
Michigan State University 1977 — 1993
BS, MA, Anthropology, Education, Educational Administration
Phil Gamsby Phil Gamsby's New York Life Insurance Company Experience March 2007 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2007 - Present
New York Life Insurance Company March 2007 - Present
National Federation of Independent Business June 1998 - June 2007
Nissan of South Burlington September 1995 - June 1998
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Buy Sell Agreements, Education Funding..., Investments, IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Retirement Planning, Supplements to Employee..., Wealth Transfer..., Business Succession..., Grandchild Gifting, Asset Protection, Charitable Giving, Legacy Planning
Education
Essex Junction Educational Center
Johnson State College
Business Management & Political Science
Mercer University
Bachelor's degree, Business Administration
New York Life Insurance Company March 2007 - Present
New York Life Insurance Company March 2007 - Present
National Federation of Independent Business June 1998 - June 2007
Nissan of South Burlington September 1995 - June 1998
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Buy Sell Agreements, Education Funding..., Investments, IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Retirement Planning, Supplements to Employee..., Wealth Transfer..., Business Succession..., Grandchild Gifting, Asset Protection, Charitable Giving, Legacy Planning
Education
Essex Junction Educational Center
Johnson State College
Business Management & Political Science
Mercer University
Bachelor's degree, Business Administration
Terry Ramnarine Terry Ramnarine's New York Life Insurance Company Experience March 2012 - July 2012
Job Sr. Advisor Systems Integration, Application Modernization at Dell Canada
Industry Information Technology and Services
Experience
Dell Canada July 2014 - Present
ORSYP Software Inc. July 2012 - April 2013
New York Life Insurance Company March 2012 - July 2012
Computer Associates May 2006 - August 2011
Cybermation 1997 - 2004
Skills
Mainframe, Unix, Data Center, Enterprise Software, Pre-sales, z/OS, CA-7, Solution Architecture, Automation, SharePoint, JCL, Software Documentation, Professional Services, Operating Systems, Visio, CA7, BMC Patrol, Prioritize Workload, ITIL, Autosys, Testing, Project Implementation, Business Process..., Implementation Services, Control-M, Training, IT Service Management, ESP, CA dSeries, Integration, SDLC, Project Delivery, Systems Management, Linux, Enterprise Architecture
Education
Examination Institute for Information Science 2011 — 2011
ITIL v3 Certified, Information Technology Infracture Processes
University of London 1971 — 1975
GCE ‘O’ Level, Mathematics, Economics, Business, History, Language, Geography
McMaster University
Certified Associate in Project Management, Project & Risk Management
Orsyp Institute
IT Operations Management
Dell Canada July 2014 - Present
ORSYP Software Inc. July 2012 - April 2013
New York Life Insurance Company March 2012 - July 2012
Computer Associates May 2006 - August 2011
Cybermation 1997 - 2004
Skills
Mainframe, Unix, Data Center, Enterprise Software, Pre-sales, z/OS, CA-7, Solution Architecture, Automation, SharePoint, JCL, Software Documentation, Professional Services, Operating Systems, Visio, CA7, BMC Patrol, Prioritize Workload, ITIL, Autosys, Testing, Project Implementation, Business Process..., Implementation Services, Control-M, Training, IT Service Management, ESP, CA dSeries, Integration, SDLC, Project Delivery, Systems Management, Linux, Enterprise Architecture
Education
Examination Institute for Information Science 2011 — 2011
ITIL v3 Certified, Information Technology Infracture Processes
University of London 1971 — 1975
GCE ‘O’ Level, Mathematics, Economics, Business, History, Language, Geography
McMaster University
Certified Associate in Project Management, Project & Risk Management
Orsyp Institute
IT Operations Management
Jennifer L. Miller Jennifer L. Miller's New York Life Insurance Company Experience August 2004 - March 2010
Job Sr. Benefit Consultant at Meritain Health
Industry Insurance
Experience
Meritain Health December 2014 - Present
AccessPoint Benefits Group May 2014 - December 2014
Advance HR August 2012 - May 2014
Fifth Third Bank July 2011 - August 2012
The Centennial Group April 2010 - July 2011
New York Life Insurance Company August 2004 - March 2010
Meritain Health 1997 - 2004
Skills
Customer Service, Disability Insurance, Employee Benefits, Insurance, Life Insurance, Health Insurance, Financial Services, 401k, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Marketing, Benefits Administration, Strategic Financial..., Term Life Insurance, Small Business, Retirement, Long-term Care
Education
Michigan State University 1987 — 1992
B.A., Political Science
Bridgeport Spaulding High School 1984 — 1987
diploma, honors / college prep program
Meritain Health December 2014 - Present
AccessPoint Benefits Group May 2014 - December 2014
Advance HR August 2012 - May 2014
Fifth Third Bank July 2011 - August 2012
The Centennial Group April 2010 - July 2011
New York Life Insurance Company August 2004 - March 2010
Meritain Health 1997 - 2004
Skills
Customer Service, Disability Insurance, Employee Benefits, Insurance, Life Insurance, Health Insurance, Financial Services, 401k, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Marketing, Benefits Administration, Strategic Financial..., Term Life Insurance, Small Business, Retirement, Long-term Care
Education
Michigan State University 1987 — 1992
B.A., Political Science
Bridgeport Spaulding High School 1984 — 1987
diploma, honors / college prep program
Peter Schettini Peter Schettini's New York Life Insurance Company Experience July 2012 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
Torchmark Corporation October 2001 - June 2012
Skills
Training, Recruiting, Leadership, Customer Service, Marketing, Financial Planning, Underwriting, Financial Recruiting, Small Business
Education
Miami Dade College 1986 — 1991
Marketing and Merchandising, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company July 2012 - Present
Torchmark Corporation October 2001 - June 2012
Skills
Training, Recruiting, Leadership, Customer Service, Marketing, Financial Planning, Underwriting, Financial Recruiting, Small Business
Education
Miami Dade College 1986 — 1991
Marketing and Merchandising, Business, Management, Marketing, and Related Support Services
Eric Felty Eric Felty's New York Life Insurance Company Experience January 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
New York Life Insurance Company January 2013 - Present
Mader Electric Motor and Power Transmission March 2010 - January 2013
MORTGAGE RESOURCE GROUP January 1997 - March 2010
Mortgage Resource Group October 1997 - February 2010
Self employed January 1996 - January 2009
COMMUNITY MORTGAGE GROUP January 1994 - January 1997
MIDWEST SAVINGS BANK January 1992 - January 1994
Skills
Accounting, Risk Management, Real Estate, Auditing, B2B, Personal Financial...
Education
Farmer School of Business, Miami University 1984 — 1989
B.S, Finance
Miami University 1984 — 1989
B.S., Dual Finance, Accountancy
University of Dayton
Morgan Stanley 2014 - Present
New York Life Insurance Company January 2013 - Present
Mader Electric Motor and Power Transmission March 2010 - January 2013
MORTGAGE RESOURCE GROUP January 1997 - March 2010
Mortgage Resource Group October 1997 - February 2010
Self employed January 1996 - January 2009
COMMUNITY MORTGAGE GROUP January 1994 - January 1997
MIDWEST SAVINGS BANK January 1992 - January 1994
Skills
Accounting, Risk Management, Real Estate, Auditing, B2B, Personal Financial...
Education
Farmer School of Business, Miami University 1984 — 1989
B.S, Finance
Miami University 1984 — 1989
B.S., Dual Finance, Accountancy
University of Dayton
D'Chivon Gooding D'Chivon Gooding's New York Life Insurance Company Experience March 2015 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Astoria Bank December 2012 - August 2015
Capital One Bank March 2008 - March 2013
North Fork Bank January 2005 - May 2008
Skills
Retail Banking, Consumer Lending, Branch Management, Coaching, Team Building, Branch Banking, Lines Of Credit, Investments, Home Equity Lines of..., Business Relationship..., Commercial Lending, Banking Relationships, Relationship Management
Education
Mercy College 2001 — 2006
B.S., Finance/ Banking
New York Life Insurance Company March 2015 - Present
Astoria Bank December 2012 - August 2015
Capital One Bank March 2008 - March 2013
North Fork Bank January 2005 - May 2008
Skills
Retail Banking, Consumer Lending, Branch Management, Coaching, Team Building, Branch Banking, Lines Of Credit, Investments, Home Equity Lines of..., Business Relationship..., Commercial Lending, Banking Relationships, Relationship Management
Education
Mercy College 2001 — 2006
B.S., Finance/ Banking
Matthew McAvoy Matthew McAvoy's New York Life Insurance Company Experience January 2009 - April 2011
Job Executive Cellular Phones
Industry Wireless
Experience
Executive Cellular Phones April 2011 - Present
New York Life Insurance Company January 2009 - April 2011
Omnicare 2006 - 2008
Executive Cellular Phones 2003 - 2006
Suncoast Motion Picture Company 1998 - 2003
Skills
Team Building, Strategic Planning, Sales Management, Sales, Retirement, New Business Development, Microsoft Office, Microsoft Excel, Management, Leadership, Healthcare, Customer Service, Account Management
Education
Michigan State University
Marketing
Oakland Community College
Business Administration
Executive Cellular Phones April 2011 - Present
New York Life Insurance Company January 2009 - April 2011
Omnicare 2006 - 2008
Executive Cellular Phones 2003 - 2006
Suncoast Motion Picture Company 1998 - 2003
Skills
Team Building, Strategic Planning, Sales Management, Sales, Retirement, New Business Development, Microsoft Office, Microsoft Excel, Management, Leadership, Healthcare, Customer Service, Account Management
Education
Michigan State University
Marketing
Oakland Community College
Business Administration
Kelly Pidgeon's New York Life Insurance Company Experience March 2010 - Present
Job Office Coordinator at New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Company March 2010 - Present
TeleTech August 2009 - March 2010
Miami University August 2006 - May 2009
Discount Drug Mart November 2003 - August 2007
Steve Chabot September 2005 - December 2005
Education
Mount St. Joseph University 2014 — 2016
Master of Business Administration (M.B.A.), Management, 4.0 A, still in process
Miami University 2005 — 2009
B.S. in Business, Accounting, Political Science, Management Information Systems
Vermilion High School 2002 — 2005
Diploma, Honors/College Prep
New York Life Insurance Company March 2010 - Present
TeleTech August 2009 - March 2010
Miami University August 2006 - May 2009
Discount Drug Mart November 2003 - August 2007
Steve Chabot September 2005 - December 2005
Education
Mount St. Joseph University 2014 — 2016
Master of Business Administration (M.B.A.), Management, 4.0 A, still in process
Miami University 2005 — 2009
B.S. in Business, Accounting, Political Science, Management Information Systems
Vermilion High School 2002 — 2005
Diploma, Honors/College Prep
Jackie Gleason's New York Life Insurance Company Experience 2013 - Present
Job Helping executives and professionals reach true financial independence.
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Skills
Finance, Life Insurance, Retirement, Leadership, Retirement Planning, Investments, Customer Service, Sales, Financial Analysis, Financial Services
Education
Miami University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Wayne State University
Master's degree, Education
New York Life Insurance Company 2013 - Present
Skills
Finance, Life Insurance, Retirement, Leadership, Retirement Planning, Investments, Customer Service, Sales, Financial Analysis, Financial Services
Education
Miami University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Wayne State University
Master's degree, Education
Claribel Carrasco's New York Life Insurance Company Experience January 2012 - Present
Job Senior Associate at New York Life
Industry Information Technology and Services
Experience
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company 2005 - 2011
Skills
Fixed Annuities, PowerPoint, Microsoft Word, Variable Annuities, Lotus Notes, Microsoft Office, Cross-functional Team..., Project Management, Critical Thinking, Analysis, Customer Service, Financial Services, Leadership, Investments, Insurance, Financial Analysis, Employee Relations
Education
Metropolitan College of New York 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Metropolitan College of New York 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company 2005 - 2011
Skills
Fixed Annuities, PowerPoint, Microsoft Word, Variable Annuities, Lotus Notes, Microsoft Office, Cross-functional Team..., Project Management, Critical Thinking, Analysis, Customer Service, Financial Services, Leadership, Investments, Insurance, Financial Analysis, Employee Relations
Education
Metropolitan College of New York 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Metropolitan College of New York 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Larry L. Taylor CLU, ChFC, CASL Larry L. Taylor CLU, ChFC, CASL's New York Life Insurance Company Experience February 1984 - Present
Job Experienced and dedicated Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company February 1984 - Present
NYLIFE Securities, LLC February 1984 - Present
Star Tool Co. January 1982 - February 1984
Ralston Purina Company January 1970 - January 1982
Farwell ISD August 1968 - December 1971
Skills
Retirement Planning, Estate Planning, Succession Planning, Investments, IRAs, Annuity Sales, Licensed in Long-Term..., Protection..., Insurance
Education
The American College 1984 — 2005
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, Insurance and Financial
McMurry University 1964 — 1968
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
Jim Ned CISD 1961 — 1964
High School Diploma
New York Life Insurance Company February 1984 - Present
NYLIFE Securities, LLC February 1984 - Present
Star Tool Co. January 1982 - February 1984
Ralston Purina Company January 1970 - January 1982
Farwell ISD August 1968 - December 1971
Skills
Retirement Planning, Estate Planning, Succession Planning, Investments, IRAs, Annuity Sales, Licensed in Long-Term..., Protection..., Insurance
Education
The American College 1984 — 2005
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, Insurance and Financial
McMurry University 1964 — 1968
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
Jim Ned CISD 1961 — 1964
High School Diploma
David Broussard's New York Life Insurance Company Experience March 2004 - March 2006
Job Vice President at Lemoine Insurance Agency, LLC
Industry Insurance
Experience
Lemoine Insurance Agency, LLC April 2011 - Present
Southwest Management Resources, LLC January 2009 - April 2011
City Savings Financial March 2006 - December 2008
New York Life Insurance Company March 2004 - March 2006
Amerisafe, Inc. 1996 - 2004
Beauregard Parish School Board August 1994 - May 1996
Army National Guard August 1990 - August 1994
US Army July 1987 - June 1990
Skills
Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Legal Liability, Liability, Claim, Underwriting, Casualty, General Insurance, Reinsurance, Commercial Lines, Risk Management, Umbrella Insurance, Brokers, Casualty Insurance, Professional Liability, Homeowners, Litigation Management, Property, Employee Benefits, Financial Risk, Inland Marine, Disability Insurance, Captives, Excess, Whole Life, Liability Analysis, Health Insurance, Risk Assessment, Small Business, Term Life Insurance, Life Insurance, D&O
Education
McNeese State University 1991 — 1994
Bachelor's degree, Secondary Education
Lemoine Insurance Agency, LLC April 2011 - Present
Southwest Management Resources, LLC January 2009 - April 2011
City Savings Financial March 2006 - December 2008
New York Life Insurance Company March 2004 - March 2006
Amerisafe, Inc. 1996 - 2004
Beauregard Parish School Board August 1994 - May 1996
Army National Guard August 1990 - August 1994
US Army July 1987 - June 1990
Skills
Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Legal Liability, Liability, Claim, Underwriting, Casualty, General Insurance, Reinsurance, Commercial Lines, Risk Management, Umbrella Insurance, Brokers, Casualty Insurance, Professional Liability, Homeowners, Litigation Management, Property, Employee Benefits, Financial Risk, Inland Marine, Disability Insurance, Captives, Excess, Whole Life, Liability Analysis, Health Insurance, Risk Assessment, Small Business, Term Life Insurance, Life Insurance, D&O
Education
McNeese State University 1991 — 1994
Bachelor's degree, Secondary Education
Stanley Yen Stanley Yen's New York Life Insurance Company Experience October 2013 - Present
Job at
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company February 2013 - October 2013
Bank of America August 2012 - January 2013
Escada January 2011 - April 2011
Skills
Banking, Finance, Sales, Accounting, Customer Service, SAP, Cash Flow, Credit Cards, Retail Banking, Microsoft Excel
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Mercer County Community College 2007 — 2010
Associate's degree, Business Administration and Management, General
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company February 2013 - October 2013
Bank of America August 2012 - January 2013
Escada January 2011 - April 2011
Skills
Banking, Finance, Sales, Accounting, Customer Service, SAP, Cash Flow, Credit Cards, Retail Banking, Microsoft Excel
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Mercer County Community College 2007 — 2010
Associate's degree, Business Administration and Management, General
Ronald Malconian Ronald Malconian's New York Life Insurance Company Experience September 2014 - Present
Job Driven Agent with New York Life Helping Families, Individuals, and Businesses in the Boston Area
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Northwestern Mutual September 2013 - May 2014
XOS Digital January 2013 - May 2014
Holy Trinity Armenian Apostolic Church June 2012 - June 2013
Merrimack College September 2011 - May 2013
Mansfield Beauty Schools 2010 - 2011
Skills
Marketing, Life Insurance, Retirement Income..., Time Management, Networking
Education
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Sports Management, Senior
New York Life Insurance Company September 2014 - Present
Northwestern Mutual September 2013 - May 2014
XOS Digital January 2013 - May 2014
Holy Trinity Armenian Apostolic Church June 2012 - June 2013
Merrimack College September 2011 - May 2013
Mansfield Beauty Schools 2010 - 2011
Skills
Marketing, Life Insurance, Retirement Income..., Time Management, Networking
Education
Merrimack College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Sports Management, Senior
Belinda Sawyer's New York Life Insurance Company Experience October 2009 - October 2012
Job Sr. Loan Officer/Operations Manager at Mountain West Financial, Inc.
Industry Financial Services
Experience
Mountain West Financial, Inc. April 2014 - Present
Hallmark Home Mortgage January 2014 - April 2014
Fairway Independent Mortgage Corporation November 2012 - January 2014
New York Life Insurance Company October 2009 - October 2012
North Suburban Mortgage Corporation October 1993 - December 2008
Skills
Retirement, Mutual Funds, IRAs, Strategic Financial..., Life Insurance, Investments, Estate Planning, Long-term Care, Wealth Management, Wealth Accumulation, Long Term Care Insurance, Disability Insurance, Insurance, Business Developement, Commercial Lending, Commercial Banking, wholesale Lending, Title Insurance, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Underwriting, Jumbo Mortgage, Real Estate Transactions, Real Estate Development, Real Estate Financing, Bookkeeping, Commercial Real Estate, Series 6, Title Searches, Mortgage Lending, Financial Services, Investment Properties, VA loans, Loans, FHA, USDA, Refinance, Underwriting, Loan Origination, Credit Analysis, VA Loans
Education
Metropolitan State College of Denver
three years, Business Administration and Management, General
Mountain West Financial, Inc. April 2014 - Present
Hallmark Home Mortgage January 2014 - April 2014
Fairway Independent Mortgage Corporation November 2012 - January 2014
New York Life Insurance Company October 2009 - October 2012
North Suburban Mortgage Corporation October 1993 - December 2008
Skills
Retirement, Mutual Funds, IRAs, Strategic Financial..., Life Insurance, Investments, Estate Planning, Long-term Care, Wealth Management, Wealth Accumulation, Long Term Care Insurance, Disability Insurance, Insurance, Business Developement, Commercial Lending, Commercial Banking, wholesale Lending, Title Insurance, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Underwriting, Jumbo Mortgage, Real Estate Transactions, Real Estate Development, Real Estate Financing, Bookkeeping, Commercial Real Estate, Series 6, Title Searches, Mortgage Lending, Financial Services, Investment Properties, VA loans, Loans, FHA, USDA, Refinance, Underwriting, Loan Origination, Credit Analysis, VA Loans
Education
Metropolitan State College of Denver
three years, Business Administration and Management, General
Peter Schielke Peter Schielke's New York Life Insurance Company Experience May 2011 - December 2011
Job Corporate Services Analyst at PURE Group of Insurance Companies
Industry Insurance
Experience
PURE Group of Insurance Companies September 2015 - Present
PURE Group of Insurance Companies November 2014 - August 2015
New York City Office suites January 2013 - June 2013
ADP July 2012 - December 2012
Sodexo September 2011 - July 2012
New York Life Insurance Company May 2011 - December 2011
College Joe's May 2010 - September 2011
Merrimack College August 2009 - June 2011
Skills
Social Media, Public Speaking, Customer Service, Sales, Teamwork, Sales Process, Facebook, Cold Calling, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Training, Time Management, Salesforce.com, Lotus Notes, QuickBooks, Microsoft Technologies, Business Development, Outlook, Event Planning, Research
Education
University of Connecticut 2012 — 2017
Master of Business Administration (M.B.A), Business Administration and Management, General, 3.8 GPA
Merrimack College 2008 — 2012
Political Science, Economics
Richmond University of London in Rome 2010 — 2011
Ridgefield High School 2004 — 2008
PURE Group of Insurance Companies September 2015 - Present
PURE Group of Insurance Companies November 2014 - August 2015
New York City Office suites January 2013 - June 2013
ADP July 2012 - December 2012
Sodexo September 2011 - July 2012
New York Life Insurance Company May 2011 - December 2011
College Joe's May 2010 - September 2011
Merrimack College August 2009 - June 2011
Skills
Social Media, Public Speaking, Customer Service, Sales, Teamwork, Sales Process, Facebook, Cold Calling, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Training, Time Management, Salesforce.com, Lotus Notes, QuickBooks, Microsoft Technologies, Business Development, Outlook, Event Planning, Research
Education
University of Connecticut 2012 — 2017
Master of Business Administration (M.B.A), Business Administration and Management, General, 3.8 GPA
Merrimack College 2008 — 2012
Political Science, Economics
Richmond University of London in Rome 2010 — 2011
Ridgefield High School 2004 — 2008
Brandon Brooke's New York Life Insurance Company Experience December 2005 - October 2010
Job
Industry Financial Services
Experience
MassMutual Financial Group October 2010 - Present
New York Life Insurance Company December 2005 - October 2010
Waddell & Reed Financial Services February 2001 - November 2005
Skills
Retirement Planning, Investments, Financial Services, Wealth Management, Finance, Sales, Portfolio Management, Financial Risk, Insurance, 401k, Life Insurance, Disability Insurance, Securities, Retirement, Financial Advisory, Series 63, Fixed Annuities, Strategic Financial...
Education
Menlo College 1996 — 2000
Bachelor of Science (BS)
Nevada Union High School 1992 — 1996
MassMutual Financial Group October 2010 - Present
New York Life Insurance Company December 2005 - October 2010
Waddell & Reed Financial Services February 2001 - November 2005
Skills
Retirement Planning, Investments, Financial Services, Wealth Management, Finance, Sales, Portfolio Management, Financial Risk, Insurance, 401k, Life Insurance, Disability Insurance, Securities, Retirement, Financial Advisory, Series 63, Fixed Annuities, Strategic Financial...
Education
Menlo College 1996 — 2000
Bachelor of Science (BS)
Nevada Union High School 1992 — 1996
Edward F. Cahill, JD*, CFP®, CLU®, ChFC® Edward F. Cahill, JD*, CFP®, CLU®, ChFC®'s New York Life Insurance Company Experience January 2002 - Present
Job Financial Adviser for Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC August 2003 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Skills
Estate Planning, Multi-Generational..., Protection..., Wealth Preservation..., Insurance, 401(k) Rollovers, Multi-Generational...
Education
Suffolk University Law School 1982 — 1986
JD
Merrimack College 1975 — 1978
BA, English
Eagle Strategies LLC August 2003 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Skills
Estate Planning, Multi-Generational..., Protection..., Wealth Preservation..., Insurance, 401(k) Rollovers, Multi-Generational...
Education
Suffolk University Law School 1982 — 1986
JD
Merrimack College 1975 — 1978
BA, English
Mary Beth Velzy Mary Beth Velzy's New York Life Insurance Company Experience February 2011 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2011 - Present
New York Life Insurance Company February 2011 - Present
Aflac Chicago Metro January 2009 - February 2011
Marketing Support, Inc. December 2005 - May 2008
MLR Design 2004 - 2006
LAGA November 2001 - May 2004
McMillanDoolittle 1994 - 1999
Skills
401(k) Rollovers, Annuity Sales, Building Relationships, Education Funding..., Financial Services, Insurance, Investments, IRA Rollovers, Leadership, Licensed in Long Term..., Life Insurance..., Retirement Planning, Small Business, Supplements to Employee..., Strategy, Account Management, Brand Development, Training, Branding & Identity, Marketing Communications, Customer Service, Business Development, Retail, Competitive Analysis, Networking, Marketing Strategy, Sales, FMCG, Employee Benefits, Project Management, Creative Direction, Negotiation, New Business Development, Advertising, Strategic Planning
Education
Paris Fashion Institute 1985 — 1985
COC, Fashion Design
Miami University 1982 — 1985
New York Life Insurance Company February 2011 - Present
New York Life Insurance Company February 2011 - Present
Aflac Chicago Metro January 2009 - February 2011
Marketing Support, Inc. December 2005 - May 2008
MLR Design 2004 - 2006
LAGA November 2001 - May 2004
McMillanDoolittle 1994 - 1999
Skills
401(k) Rollovers, Annuity Sales, Building Relationships, Education Funding..., Financial Services, Insurance, Investments, IRA Rollovers, Leadership, Licensed in Long Term..., Life Insurance..., Retirement Planning, Small Business, Supplements to Employee..., Strategy, Account Management, Brand Development, Training, Branding & Identity, Marketing Communications, Customer Service, Business Development, Retail, Competitive Analysis, Networking, Marketing Strategy, Sales, FMCG, Employee Benefits, Project Management, Creative Direction, Negotiation, New Business Development, Advertising, Strategic Planning
Education
Paris Fashion Institute 1985 — 1985
COC, Fashion Design
Miami University 1982 — 1985
James O'Brien, CFP® James O'Brien, CFP®'s New York Life Insurance Company Experience 1991 - 1992
Job Managing Partner
Industry Financial Services
Experience
Gill Capital Partners February 2002 - Present
Charles Schwab & Co., Inc. January 1992 - February 2002
New York Life Insurance Company 1991 - 1992
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning, Wealth Transfer, Asset Management, Investment Advisory, 401k, Small Business
Education
Metropolitan State College of Denver 1983 — 1986
Marketing
Gill Capital Partners February 2002 - Present
Charles Schwab & Co., Inc. January 1992 - February 2002
New York Life Insurance Company 1991 - 1992
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning, Wealth Transfer, Asset Management, Investment Advisory, 401k, Small Business
Education
Metropolitan State College of Denver 1983 — 1986
Marketing
Geronimo Schmidt Geronimo Schmidt's New York Life Insurance Company Experience March 2014 - December 2014
Job Financial Registered Representative,Princor Registered Representative
Industry Insurance
Experience
Principal Financial Group March 2015 - Present
Friends With Benefits LLC January 2008 - Present
New York Life Insurance Company March 2014 - December 2014
Principal Financial Group January 2007 - December 2009
Met Life 2002 - 2005
Group 1 Software 2000 - 2001
Skills
Insurance, Retirement, Strategic Financial..., Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Finance, Investments, Account Management, Financial Services, Fixed Annuities, Strategic Planning, Estate Planning, Critical Illness, Long-term Care, Retirement Planning, 401k, Mutual Funds, Series 7, Securities, International Insurance, Series 66, CMS Certification...
Education
Gold Coast Real Estate 2000 — 2001
Real Estate Licenses, Insurance Licenses, Financial Planning and Services
Miami Dade College 1974 — 1978
AA, Business
Principal Financial Group March 2015 - Present
Friends With Benefits LLC January 2008 - Present
New York Life Insurance Company March 2014 - December 2014
Principal Financial Group January 2007 - December 2009
Met Life 2002 - 2005
Group 1 Software 2000 - 2001
Skills
Insurance, Retirement, Strategic Financial..., Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Finance, Investments, Account Management, Financial Services, Fixed Annuities, Strategic Planning, Estate Planning, Critical Illness, Long-term Care, Retirement Planning, 401k, Mutual Funds, Series 7, Securities, International Insurance, Series 66, CMS Certification...
Education
Gold Coast Real Estate 2000 — 2001
Real Estate Licenses, Insurance Licenses, Financial Planning and Services
Miami Dade College 1974 — 1978
AA, Business
Donald DL Smith's New York Life Insurance Company Experience March 2015 - Present
Job Agent with New York Life helping clients custom tailor solutions for personal or business needs
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Association Member Benefits Advisors February 2013 - February 2015
Starwood Hotels & Resorts Worldwide, Inc. January 2012 - January 2013
Omni Hotels 2009 - 2011
Skills
Hospitality, Employee Relations, Leadership, Customer Satisfaction, Management, Hospitality Industry, Customer Service, Sales, Management Consulting, Coaching, Training, Hotel Management, Recruiting, Team Building, Performance Management, Operations Management, Human Resources, Resorts, Hotels, Front Office, Business Process..., Long-Term Care Insurance, Wealth Preservation..., Life Insurance, Retirement Income..., Strategic Planning, Education Funding..., Retirement Planning
Education
Mercyhurst College 2004 — 2008
Bachelor of Arts (BA), Hospitality Administration/Management
Omni Hotels
New York Life Insurance Company March 2015 - Present
Association Member Benefits Advisors February 2013 - February 2015
Starwood Hotels & Resorts Worldwide, Inc. January 2012 - January 2013
Omni Hotels 2009 - 2011
Skills
Hospitality, Employee Relations, Leadership, Customer Satisfaction, Management, Hospitality Industry, Customer Service, Sales, Management Consulting, Coaching, Training, Hotel Management, Recruiting, Team Building, Performance Management, Operations Management, Human Resources, Resorts, Hotels, Front Office, Business Process..., Long-Term Care Insurance, Wealth Preservation..., Life Insurance, Retirement Income..., Strategic Planning, Education Funding..., Retirement Planning
Education
Mercyhurst College 2004 — 2008
Bachelor of Arts (BA), Hospitality Administration/Management
Omni Hotels
Juan L. Cosio Juan L. Cosio's New York Life Insurance Company Experience July 1996 - Present
Job Principal Owner at Cosio Financial Services, Inc.
Industry Financial Services
Experience
Cosio Financial Services, Inc. January 1999 - Present
NYLIFE Securities LLC July 1996 - Present
New York Life Insurance Company July 1996 - Present
First Union National Bank March 1992 - June 1996
Flagler Federal Savings August 1980 - March 1992
Skills
Strategic Financial..., Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Financial Planning, Term Life Insurance, Financial Services, IRAs, Long-term Care, Financial Advisory, Finance, Investments, Estate Planning, Whole Life, Mutual Funds, Wealth Management, Financial Planners, Long Term Care Insurance, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Charitable Giving, Wealth Transfer..., Licensed Life Insurance..., IRA Rollovers, Wealth Preservation..., Education Funding..., Lifetime Income..., Personal Finance, Permanent Life Insurance, Business Exit Strategy, Business Succession..., Supplements to Employee..., Legacy Planning
Education
University of Miami
Miami Dade College 1969 — 1971
Cosio Financial Services, Inc. January 1999 - Present
NYLIFE Securities LLC July 1996 - Present
New York Life Insurance Company July 1996 - Present
First Union National Bank March 1992 - June 1996
Flagler Federal Savings August 1980 - March 1992
Skills
Strategic Financial..., Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Financial Planning, Term Life Insurance, Financial Services, IRAs, Long-term Care, Financial Advisory, Finance, Investments, Estate Planning, Whole Life, Mutual Funds, Wealth Management, Financial Planners, Long Term Care Insurance, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Charitable Giving, Wealth Transfer..., Licensed Life Insurance..., IRA Rollovers, Wealth Preservation..., Education Funding..., Lifetime Income..., Personal Finance, Permanent Life Insurance, Business Exit Strategy, Business Succession..., Supplements to Employee..., Legacy Planning
Education
University of Miami
Miami Dade College 1969 — 1971
Tom Princiotta Tom Princiotta's New York Life Insurance Company Experience February 2014 - May 2014
Job Entrepreneur
Industry Marketing and Advertising
Experience
JTees Screen Printing October 2013 - Present
Tommy Gun Racing July 2008 - Present
PFP Services July 2014 - January 2015
New York Life Insurance Company February 2014 - May 2014
ADP January 2013 - November 2013
Ford Motor Company November 2008 - January 2013
Ford Motor Company November 2008 - January 2010
Skills
Sales, Management, Automobile, Marketing, PowerPoint, Customer Satisfaction, Salesforce.com, Social Media, Strategic Planning, Microsoft Word, ADP Payroll, Microsoft Office, Cash-flow Management, Talent Management, Risk Management, Microsoft Excel, Account Management, Life Insurance, Disability Insurance, Accident Insurance, Critical Illness, Customer Service, Social Networking
Education
Rider University 2010 — 2012
BS, Business Administration and Marketing
Mercer County Community College 2008 — 2010
WWP South
JTees Screen Printing October 2013 - Present
Tommy Gun Racing July 2008 - Present
PFP Services July 2014 - January 2015
New York Life Insurance Company February 2014 - May 2014
ADP January 2013 - November 2013
Ford Motor Company November 2008 - January 2013
Ford Motor Company November 2008 - January 2010
Skills
Sales, Management, Automobile, Marketing, PowerPoint, Customer Satisfaction, Salesforce.com, Social Media, Strategic Planning, Microsoft Word, ADP Payroll, Microsoft Office, Cash-flow Management, Talent Management, Risk Management, Microsoft Excel, Account Management, Life Insurance, Disability Insurance, Accident Insurance, Critical Illness, Customer Service, Social Networking
Education
Rider University 2010 — 2012
BS, Business Administration and Marketing
Mercer County Community College 2008 — 2010
WWP South
MacNeill Marcia MacNeill Marcia's New York Life Insurance Company Experience June 2014 - Present
Job New York Life
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
e2v aerospace and defense February 2005 - March 2013
Mektron Inc. July 2001 - June 2004
CIBC World Markets September 2000 - April 2001
First Liberty Investment Group March 1999 - May 2000
Josephthal Lyon and Ross January 1992 - August 1998
Bankers Trust April 1987 - July 1989
Banco Nacional de Mexico -BANAMEX January 1982 - March 1987
Skills
Manufacturing, Customer Service, Semiconductors, IC, Sales, Sales Operations, SAP, Salesforce.com, Cross-functional Team..., Management, Business Development, Sales - Commercial &..., Aerospace and Defense, Deputy Mayor, Village..., Translator NYState..., Public Speaking, Strategic Planning
Education
Colegio Americano de Quito / AJC
Mercy College
Queensborough Community College
New York Life Insurance Company June 2014 - Present
e2v aerospace and defense February 2005 - March 2013
Mektron Inc. July 2001 - June 2004
CIBC World Markets September 2000 - April 2001
First Liberty Investment Group March 1999 - May 2000
Josephthal Lyon and Ross January 1992 - August 1998
Bankers Trust April 1987 - July 1989
Banco Nacional de Mexico -BANAMEX January 1982 - March 1987
Skills
Manufacturing, Customer Service, Semiconductors, IC, Sales, Sales Operations, SAP, Salesforce.com, Cross-functional Team..., Management, Business Development, Sales - Commercial &..., Aerospace and Defense, Deputy Mayor, Village..., Translator NYState..., Public Speaking, Strategic Planning
Education
Colegio Americano de Quito / AJC
Mercy College
Queensborough Community College
Sylvester Siller Sylvester Siller's New York Life Insurance Company Experience October 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Biotechnology
Experience
New York Life Insurance Company October 2013 - Present
QualTex Labs 2009 - 2012
South Texas Blood and Tissue Center March 2005 - January 2009
Skills
Financial Services, Retirement, 401k Rollovers, Long Term Care Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Molecular biology; in..., Microbiology; Both..., Instrument Validation, Process Improvement, Multi-task & Handle..., SOP development, Training Facilitation, Vendor Co-ordination, Variable Annuities, Long-Term Care Insurance, Retirement Income..., Customer Service, Leadership, Sales
Education
The University of Texas Health Science Center at San Antonio 2002 — 2005
Worked on Ph.D, Biochemistry
McMurry University 1996 — 2000
Bachelor of Science (BS), Biology, General
New York Life Insurance Company October 2013 - Present
QualTex Labs 2009 - 2012
South Texas Blood and Tissue Center March 2005 - January 2009
Skills
Financial Services, Retirement, 401k Rollovers, Long Term Care Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Molecular biology; in..., Microbiology; Both..., Instrument Validation, Process Improvement, Multi-task & Handle..., SOP development, Training Facilitation, Vendor Co-ordination, Variable Annuities, Long-Term Care Insurance, Retirement Income..., Customer Service, Leadership, Sales
Education
The University of Texas Health Science Center at San Antonio 2002 — 2005
Worked on Ph.D, Biochemistry
McMurry University 1996 — 2000
Bachelor of Science (BS), Biology, General
Joe Marton Joe Marton's New York Life Insurance Company Experience September 2010 - February 2011
Job Manager of International Destination Services at Dwellworks
Industry Management Consulting
Experience
Dwellworks July 2013 - Present
Avenir Publishing, Inc. April 2011 - April 2013
New York Life Insurance Company September 2010 - February 2011
Michigan State University Football Team August 2006 - May 2010
Michigan Leadership Development Program--Intern for Michigan State Government May 2009 - September 2009
McKearney Asphalt and Sealing May 2006 - June 2009
Skills
Research, Social Networking, Social Skills, Marketing Research, Marketing, Digital Marketing, Customer Service, Public Relations, Interviews, Microsoft Office, Social Media, Social Media Marketing, Editing, Advertising, Email Marketing, Event Planning, Online Advertising, B2B, Sports, Magazines, Sales, Account Management
Education
Michigan State University 2006 — 2010
Bachelor of Arts (BA), International Relations, 3.0
Dwellworks July 2013 - Present
Avenir Publishing, Inc. April 2011 - April 2013
New York Life Insurance Company September 2010 - February 2011
Michigan State University Football Team August 2006 - May 2010
Michigan Leadership Development Program--Intern for Michigan State Government May 2009 - September 2009
McKearney Asphalt and Sealing May 2006 - June 2009
Skills
Research, Social Networking, Social Skills, Marketing Research, Marketing, Digital Marketing, Customer Service, Public Relations, Interviews, Microsoft Office, Social Media, Social Media Marketing, Editing, Advertising, Email Marketing, Event Planning, Online Advertising, B2B, Sports, Magazines, Sales, Account Management
Education
Michigan State University 2006 — 2010
Bachelor of Arts (BA), International Relations, 3.0
Calvin Garvey Calvin Garvey's New York Life Insurance Company Experience September 1996 - January 1999
Job Client Service Representative
Industry Consumer Services
Experience
United Corporate Services, Inc. March 2015 - Present
National Corporate Research, Ltd. December 2012 - March 2015
Simpson Thacher & Bartlett LLP April 2000 - December 2011
Merrill Lynch January 1999 - March 2000
New York Life Insurance Company September 1996 - January 1999
Skills
Communication, Customer Retention, Invoicing, Outlook, Customer Service, Customer Satisfaction, Administrative..., Time Management, Microsoft Word, Filing
Education
Metropolitan College of New York
Associate of Arts (AA), Human Resources Management/Personnel Administration, General
United Corporate Services, Inc. March 2015 - Present
National Corporate Research, Ltd. December 2012 - March 2015
Simpson Thacher & Bartlett LLP April 2000 - December 2011
Merrill Lynch January 1999 - March 2000
New York Life Insurance Company September 1996 - January 1999
Skills
Communication, Customer Retention, Invoicing, Outlook, Customer Service, Customer Satisfaction, Administrative..., Time Management, Microsoft Word, Filing
Education
Metropolitan College of New York
Associate of Arts (AA), Human Resources Management/Personnel Administration, General
Pete Klingsmith's New York Life Insurance Company Experience August 2009 - December 2010
Job Banking Center Manager at Community Banks of Colorado, a Division of NBH Bank, N.A.
Industry Banking
Experience
Community Banks of Colorado, a Division of NBH Bank, N.A. March 2013 - Present
Wells Fargo January 2011 - January 2013
New York Life Insurance Company August 2009 - December 2010
Skills
Commercial Banking, Loans, Consumer Lending, Commercial Lending, Banking, Retail Banking, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Deposits, Mortgage Banking
Education
Metropolitan State University of Denver 2005 — 2008
Bachelor of Science, Business Administration, Management and Operations
New Mexico Military Institute 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Community Banks of Colorado, a Division of NBH Bank, N.A. March 2013 - Present
Wells Fargo January 2011 - January 2013
New York Life Insurance Company August 2009 - December 2010
Skills
Commercial Banking, Loans, Consumer Lending, Commercial Lending, Banking, Retail Banking, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Deposits, Mortgage Banking
Education
Metropolitan State University of Denver 2005 — 2008
Bachelor of Science, Business Administration, Management and Operations
New Mexico Military Institute 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Paige Barlow's New York Life Insurance Company Experience January 2014 - August 2014
Job Student at Miami University
Industry
Experience
Vandalia Recreation Ctr May 2015 - Present
New York Life Insurance Company January 2014 - August 2014
Xcel Sports Medicine May 2010 - August 2012
Education
Miami University 2012 — 2016
Working towards a degree in Middle Childhood Education, Middle Childhood Education
Miami University 2012 — 2016
Middle Childhood Education, Mathematics and Language Arts, Junior
Vandalia Recreation Ctr May 2015 - Present
New York Life Insurance Company January 2014 - August 2014
Xcel Sports Medicine May 2010 - August 2012
Education
Miami University 2012 — 2016
Working towards a degree in Middle Childhood Education, Middle Childhood Education
Miami University 2012 — 2016
Middle Childhood Education, Mathematics and Language Arts, Junior
Caleb Crouch Caleb Crouch's New York Life Insurance Company Experience April 2015 - June 2015
Job Account representative
Industry Financial Services
Experience
State Farm July 2015 - Present
Fortress Store & Lock May 2013 - Present
New York Life Insurance Company April 2015 - June 2015
Uptown Lumberjacks May 2010 - August 2014
CJ's Bar and Lounge May 2010 - May 2014
Anchor Industries May 2010 - August 2011
NASA Glenn Research Center April 2009 - July 2009
Skills
Sales, Teamwork, Social Networking, 401k Rollovers, Account Management, Annuity Sales, Lifetime Income..., Life Insurance
Education
Miami University
Bachelor's Degree, Economics/Finance
Walsh Jesuit High School
State Farm July 2015 - Present
Fortress Store & Lock May 2013 - Present
New York Life Insurance Company April 2015 - June 2015
Uptown Lumberjacks May 2010 - August 2014
CJ's Bar and Lounge May 2010 - May 2014
Anchor Industries May 2010 - August 2011
NASA Glenn Research Center April 2009 - July 2009
Skills
Sales, Teamwork, Social Networking, 401k Rollovers, Account Management, Annuity Sales, Lifetime Income..., Life Insurance
Education
Miami University
Bachelor's Degree, Economics/Finance
Walsh Jesuit High School
Bain Cornette's New York Life Insurance Company Experience March 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Madison September 2012 - February 2013
New York Life Insurance Company May 2011 - August 2011
Camp Sea Gull and Camp Seafarer May 2010 - August 2010
Skills
Asset Protection, Building Relationships, Communication, Leadership, Licensed Life & Health..., Life Insurance, Networking, Protection..., Term Life Insurance, Protection Planning/...
Education
North Carolina State University 2010 — 2013
Agricultural Business Mangement
Meredith College 2009 — 2010
New York Life Insurance Company March 2014 - Present
Madison September 2012 - February 2013
New York Life Insurance Company May 2011 - August 2011
Camp Sea Gull and Camp Seafarer May 2010 - August 2010
Skills
Asset Protection, Building Relationships, Communication, Leadership, Licensed Life & Health..., Life Insurance, Networking, Protection..., Term Life Insurance, Protection Planning/...
Education
North Carolina State University 2010 — 2013
Agricultural Business Mangement
Meredith College 2009 — 2010
Brendan Carey's New York Life Insurance Company Experience April 2015 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
TD September 2013 - July 2014
Shop Rite Stores December 2012 - August 2013
Shop Rite Stores September 2007 - July 2013
Skills
Life Insurance, Social Media, Microsoft Office, Customer Service, Leadership, PowerPoint, Public Speaking, Sales, Microsoft Excel, Research, Social Networking, Risk Management, Inventory Management, Retail
Education
Merrimack College 2013 — 2014
Master's Degree, Business Administration, Management and Operations, 3.64 GPA
Southern Connecticut State University 2010 — 2012
Bachelor's Degree, Psychology, sociology, political science
Shelton high school
Shelton high school
Shelton high school
New York Life Insurance Company April 2015 - Present
TD September 2013 - July 2014
Shop Rite Stores December 2012 - August 2013
Shop Rite Stores September 2007 - July 2013
Skills
Life Insurance, Social Media, Microsoft Office, Customer Service, Leadership, PowerPoint, Public Speaking, Sales, Microsoft Excel, Research, Social Networking, Risk Management, Inventory Management, Retail
Education
Merrimack College 2013 — 2014
Master's Degree, Business Administration, Management and Operations, 3.64 GPA
Southern Connecticut State University 2010 — 2012
Bachelor's Degree, Psychology, sociology, political science
Shelton high school
Shelton high school
Shelton high school
P.J. Greene, Financial Advisor, CLTC® P.J. Greene, Financial Advisor, CLTC®'s New York Life Insurance Company Experience December 1989 - June 1998
Job Greene, Meade & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investments July 1998 - January 2009
New York Life Insurance Company December 1989 - June 1998
Education
Merrimack College 1981 — 1985
Business Administration
Scituate High School 1977 — 1981
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investments July 1998 - January 2009
New York Life Insurance Company December 1989 - June 1998
Education
Merrimack College 1981 — 1985
Business Administration
Scituate High School 1977 — 1981
Thomas DiPuccio's New York Life Insurance Company Experience May 2006 - August 2006
Job Finance Leader at TEMPOE
Industry Financial Services
Experience
TEMPOE January 2015 - Present
Intelligrated November 2013 - January 2015
Intelligrated June 2013 - November 2013
Intelligrated September 2010 - June 2013
Omnicare July 2007 - September 2010
New York Life Insurance Company May 2006 - August 2006
Skills
Financial Analysis, Forecasting, Financial Modeling, Budgets, Strategic Planning, Financial Reporting, Microsoft Office, Data Analysis, Business Analysis, Variance Analysis, Ad Hoc Reporting, Revenue Analysis, Business Strategy, Capacity Planning, Workforce Management, Capacity Utilization, Consolidation
Education
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
TEMPOE January 2015 - Present
Intelligrated November 2013 - January 2015
Intelligrated June 2013 - November 2013
Intelligrated September 2010 - June 2013
Omnicare July 2007 - September 2010
New York Life Insurance Company May 2006 - August 2006
Skills
Financial Analysis, Forecasting, Financial Modeling, Budgets, Strategic Planning, Financial Reporting, Microsoft Office, Data Analysis, Business Analysis, Variance Analysis, Ad Hoc Reporting, Revenue Analysis, Business Strategy, Capacity Planning, Workforce Management, Capacity Utilization, Consolidation
Education
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Jean Cadet Jean Cadet's New York Life Insurance Company Experience May 2014 - Present
Job Executive Council Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Skills
Customer Service, Insurance, Leadership, Management, Retirement Planning, Fixed Annuities, Small Business, Negotiation, Marketing, Social Media, Project Management, Key Person Insurance, Business Exit Strategy, Wealth Transfer..., Education Funding..., Lifetime Income..., Long-Term Care Insurance, Supplements to Employee..., Customer Retention, Buy-sell Agreements, Grandchild Gifting, Customer Relations, Wealth Preservation...
Education
La Salle Academy
Miami Dade College
University of Florida
New York Life Insurance Company May 2014 - Present
Skills
Customer Service, Insurance, Leadership, Management, Retirement Planning, Fixed Annuities, Small Business, Negotiation, Marketing, Social Media, Project Management, Key Person Insurance, Business Exit Strategy, Wealth Transfer..., Education Funding..., Lifetime Income..., Long-Term Care Insurance, Supplements to Employee..., Customer Retention, Buy-sell Agreements, Grandchild Gifting, Customer Relations, Wealth Preservation...
Education
La Salle Academy
Miami Dade College
University of Florida
Jeff Hainer Jeff Hainer's New York Life Insurance Company Experience 2014 - 2014
Job Market Research Analyst at Colliers International West Michigan
Industry Real Estate
Experience
Colliers-International November 2014 - Present
New York Life Insurance Company 2014 - 2014
Meritage Hospitality Group Inc. 2013 - 2013
Colliers International 2010 - 2013
Marcus & Millichap 2010 - 2010
National Student Leadership Conference 2010 - 2010
DTN Management 2009 - 2009
Skills
Real Estate, Brokerage, Commercial Real Estate, Property Management, Tenant, Landlords, Contract Negotiation, Leases, Investments, Portfolio Management, Real Estate Development, Real Estate Transactions, Real Estate Economics, Property, Location Intelligence
Education
Michigan State University 2006 — 2010
B.S., Political Science
Colliers-International November 2014 - Present
New York Life Insurance Company 2014 - 2014
Meritage Hospitality Group Inc. 2013 - 2013
Colliers International 2010 - 2013
Marcus & Millichap 2010 - 2010
National Student Leadership Conference 2010 - 2010
DTN Management 2009 - 2009
Skills
Real Estate, Brokerage, Commercial Real Estate, Property Management, Tenant, Landlords, Contract Negotiation, Leases, Investments, Portfolio Management, Real Estate Development, Real Estate Transactions, Real Estate Economics, Property, Location Intelligence
Education
Michigan State University 2006 — 2010
B.S., Political Science
Evan Becerra's New York Life Insurance Company Experience May 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Skills
Leadership, Social Networking, Insurance, 401k Rollovers, Multi-generational..., Wealth Preservation..., Retirement Planning, Financial Services, Management, Public Speaking, Team Building
Education
Metropolitan State College of Denver 2003 — 2012
Bachelor of Arts (B.A.), History
Ralston Valley High School 1999 — 2003
Highschool Diploma
New York Life Insurance Company May 2014 - Present
Skills
Leadership, Social Networking, Insurance, 401k Rollovers, Multi-generational..., Wealth Preservation..., Retirement Planning, Financial Services, Management, Public Speaking, Team Building
Education
Metropolitan State College of Denver 2003 — 2012
Bachelor of Arts (B.A.), History
Ralston Valley High School 1999 — 2003
Highschool Diploma
JUAN CHAVEZ-VALDES JUAN CHAVEZ-VALDES's New York Life Insurance Company Experience August 2012 - Present
Job RISK MANAGEMENT, WEALTH ACCUMULATION, RETIREMENT & ESTATE PLANNING
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
TD Bank Group June 2011 - August 2012
TD Bank Group September 2010 - August 2012
TD Bank Group February 2009 - September 2010
Skills
Personal Finance, Income Protection, Life Insurance..., Risk Management, Licensed Life & Health..., Licensed in Long Term..., Retirement, Retirement Planning, Retirement Income..., Lifetime Income..., 401k Rollovers, Fixed Annuities, Wealth Preservation..., Wealth Transfer..., Estate Planning, Relationship Management, Strategic Planning, Strategy, Management, Creative Problem Solving, Sales, Small Business, Business Planning, Employee Benefits, Business Insurance..., Key Person Protection, Buy-sell Agreements, Business Succession..., Gifting Strategies, Asset Protection, Customer Relations, Customer Satisfaction
Education
Pace University - Lubin School of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Pace University - Dyson College of Arts and Sciences 2008 — 2010
Minor, Economics
Mercer County Community College 2005 — 2008
Associate's degree, Business Administration and Management, General
Gimnasio La Colina 1992 — 2005
High School
New York Life Insurance Company August 2012 - Present
TD Bank Group June 2011 - August 2012
TD Bank Group September 2010 - August 2012
TD Bank Group February 2009 - September 2010
Skills
Personal Finance, Income Protection, Life Insurance..., Risk Management, Licensed Life & Health..., Licensed in Long Term..., Retirement, Retirement Planning, Retirement Income..., Lifetime Income..., 401k Rollovers, Fixed Annuities, Wealth Preservation..., Wealth Transfer..., Estate Planning, Relationship Management, Strategic Planning, Strategy, Management, Creative Problem Solving, Sales, Small Business, Business Planning, Employee Benefits, Business Insurance..., Key Person Protection, Buy-sell Agreements, Business Succession..., Gifting Strategies, Asset Protection, Customer Relations, Customer Satisfaction
Education
Pace University - Lubin School of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Pace University - Dyson College of Arts and Sciences 2008 — 2010
Minor, Economics
Mercer County Community College 2005 — 2008
Associate's degree, Business Administration and Management, General
Gimnasio La Colina 1992 — 2005
High School
Shelley Rosencrantz's New York Life Insurance Company Experience July 2002 - April 2008
Job Systems Administrator at MSA Professional Services
Industry Information Technology and Services
Experience
MSA Professional Services January 2012 - Present
WI Department of Corrections September 2011 - January 2012
Summit Credit Union April 2008 - September 2011
Assisting You Computer Services LLC January 2003 - January 2009
New York Life Insurance Company July 2002 - April 2008
Notary Services January 2005 - January 2007
Boys Town June 2001 - June 2002
Valmont Industries February 1996 - February 2001
Gambino's Pizza 1993 - 1996
Skills
Windows Server, Active Directory, Microsoft Office, Customer Service, Group Policy, Troubleshooting, Windows 7, XP, Office 2010, Citrix, Microsoft Office 2007, Microsoft Office 2003, Security Management, Microsoft Exchange, Mainframe, Mobile Devices, Mobile Device Management, Microsoft Office 2010, Windows XP Professional, Adobe, Symantec Backup, Kanban, Hyper-V, Information Technology, Training, Norton Ghost, Access, OS X, Help Desk Support, System Deployment, Management, Windows, Databases, IT Management, Networking, Security, SharePoint, Technical Support, Policy, Project Management, Windows XP, Disaster Recovery, Software Documentation, Project Coordination, Symantec Endpoint..., Data Center, Remote Desktop, Hardware
Education
Metropolitan Community College 1999 — 2003
Computer Networking
Baraboo High 1984 — 1987
MSA Professional Services January 2012 - Present
WI Department of Corrections September 2011 - January 2012
Summit Credit Union April 2008 - September 2011
Assisting You Computer Services LLC January 2003 - January 2009
New York Life Insurance Company July 2002 - April 2008
Notary Services January 2005 - January 2007
Boys Town June 2001 - June 2002
Valmont Industries February 1996 - February 2001
Gambino's Pizza 1993 - 1996
Skills
Windows Server, Active Directory, Microsoft Office, Customer Service, Group Policy, Troubleshooting, Windows 7, XP, Office 2010, Citrix, Microsoft Office 2007, Microsoft Office 2003, Security Management, Microsoft Exchange, Mainframe, Mobile Devices, Mobile Device Management, Microsoft Office 2010, Windows XP Professional, Adobe, Symantec Backup, Kanban, Hyper-V, Information Technology, Training, Norton Ghost, Access, OS X, Help Desk Support, System Deployment, Management, Windows, Databases, IT Management, Networking, Security, SharePoint, Technical Support, Policy, Project Management, Windows XP, Disaster Recovery, Software Documentation, Project Coordination, Symantec Endpoint..., Data Center, Remote Desktop, Hardware
Education
Metropolitan Community College 1999 — 2003
Computer Networking
Baraboo High 1984 — 1987
Megan Pfeiffer Megan Pfeiffer's New York Life Insurance Company Experience January 2014 - March 2015
Job Annuity Sales Director at Agents Marketing Group
Industry Financial Services
Experience
Agents' Marketing Group March 2015 - Present
New York Life Insurance Company January 2014 - March 2015
Argentus Partners July 2011 - August 2013
Walton International Group May 2009 - June 2011
Nationwide Financial 2006 - 2007
Talbot Financial Services 1998 - 2000
Skills
Series 63, Sales Management, New Business Development, Series 7, Sales, Strategic Planning, Business Development, Account Management, FINRA, Mutual Funds, Alternative Investments, Marketing Strategy, Sales Process, Negotiation, Management, Financial Advisory, Selling, Investments, Retirement Planning, Asset Management, Leadership, Life Insurance, Salesforce.com, Real Estate
Education
Miami University 1988 — 1992
Business
Roswell High School
Agents' Marketing Group March 2015 - Present
New York Life Insurance Company January 2014 - March 2015
Argentus Partners July 2011 - August 2013
Walton International Group May 2009 - June 2011
Nationwide Financial 2006 - 2007
Talbot Financial Services 1998 - 2000
Skills
Series 63, Sales Management, New Business Development, Series 7, Sales, Strategic Planning, Business Development, Account Management, FINRA, Mutual Funds, Alternative Investments, Marketing Strategy, Sales Process, Negotiation, Management, Financial Advisory, Selling, Investments, Retirement Planning, Asset Management, Leadership, Life Insurance, Salesforce.com, Real Estate
Education
Miami University 1988 — 1992
Business
Roswell High School
Jake Manuel's New York Life Insurance Company Experience May 2009 - May 2011
Job ES Specialist 1 at Mi Swaco
Industry Oil & Energy
Experience
MI Swaco September 2013 - Present
Hahn Equipment May 2012 - September 2013
State Farm May 2011 - May 2012
New York Life Insurance Company May 2009 - May 2011
Jackson Hewitt Tax Service Inc. January 2011 - April 2011
Skills
Term Life Insurance, Life Insurance, Whole Life, Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Property & Casualty..., Universal Life, Long-term Care, General Insurance, Commercial Insurance, Umbrella Insurance, Homeowners, Employee Benefits, Long Term Care Insurance, Casualty, Underwriting, Accident, Retirement Planning, Customer Service, Microsoft Excel, Sales, Gas, Petroleum, Operations Management
Education
McNeese State University 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
MI Swaco September 2013 - Present
Hahn Equipment May 2012 - September 2013
State Farm May 2011 - May 2012
New York Life Insurance Company May 2009 - May 2011
Jackson Hewitt Tax Service Inc. January 2011 - April 2011
Skills
Term Life Insurance, Life Insurance, Whole Life, Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Property & Casualty..., Universal Life, Long-term Care, General Insurance, Commercial Insurance, Umbrella Insurance, Homeowners, Employee Benefits, Long Term Care Insurance, Casualty, Underwriting, Accident, Retirement Planning, Customer Service, Microsoft Excel, Sales, Gas, Petroleum, Operations Management
Education
McNeese State University 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Emily Alder Emily Alder's New York Life Insurance Company Experience May 2012 - March 2013
Job Accounts Receivable Specialist at Lacks Enterprises
Industry Automotive
Experience
Lacks Enterprises November 2013 - Present
Open Systems Technologies, Inc. May 2013 - October 2013
Leon Plastics Inc March 2013 - May 2013
New York Life Insurance Company May 2012 - March 2013
Priceline.com October 2011 - January 2012
Starbucks October 2010 - June 2011
Starbucks May 2008 - September 2010
Starbucks May 2007 - April 2008
Starbucks May 2006 - April 2007
Dynamic Recruiters May 2005 - April 2006
Skills
Accounting, Recruiting, Sports Nutrition, Creative Writing, Process Improvement, Customer Service, Financial Analysis, Forecasting, Leadership, Retail, Team Building, Financial Reporting, Cross-functional Team..., Microsoft Office, Sarbanes-Oxley Act, Cash Management, Auditing, Vendor Management, Management, Accounts Receivable, Cash Handling Experience, Invoicing, QuickBooks, Sales & Use Tax, Time Management
Education
Michigan State University 1997 — 2000
Bachelor of Arts (BA), Accounting, 3.5
University of Pittsburgh 1996 — 1997
Accounting and Business/Management, 4.0
Lacks Enterprises November 2013 - Present
Open Systems Technologies, Inc. May 2013 - October 2013
Leon Plastics Inc March 2013 - May 2013
New York Life Insurance Company May 2012 - March 2013
Priceline.com October 2011 - January 2012
Starbucks October 2010 - June 2011
Starbucks May 2008 - September 2010
Starbucks May 2007 - April 2008
Starbucks May 2006 - April 2007
Dynamic Recruiters May 2005 - April 2006
Skills
Accounting, Recruiting, Sports Nutrition, Creative Writing, Process Improvement, Customer Service, Financial Analysis, Forecasting, Leadership, Retail, Team Building, Financial Reporting, Cross-functional Team..., Microsoft Office, Sarbanes-Oxley Act, Cash Management, Auditing, Vendor Management, Management, Accounts Receivable, Cash Handling Experience, Invoicing, QuickBooks, Sales & Use Tax, Time Management
Education
Michigan State University 1997 — 2000
Bachelor of Arts (BA), Accounting, 3.5
University of Pittsburgh 1996 — 1997
Accounting and Business/Management, 4.0
Stephanie Van Heyde's New York Life Insurance Company Experience May 2010 - November 2010
Job Senior Mortgage Loan Officer for the BV Group at Peoples Mortgage Company
Industry Financial Services
Experience
Peoples Mortgage Company December 2013 - Present
Gencor Mortgage, Inc. September 2012 - December 2013
The Legacy Group March 2012 - August 2012
Nova Home Loans February 2011 - February 2012
New York Life Insurance Company May 2010 - November 2010
M&I Bank April 1997 - June 2009
Star Bank August 1993 - August 1996
Skills
Mikey, Point, Encompass, Construction, Fixed Income Analysis, Banking, Risk Management, Residential Homes, Finance, Referrals, Real Estate, Investors, FHA, Investments, Real Estate Transactions, Mortgage Lending, Condos, Sellers, DataTrac, Underwriting, Refinance, Credit, Sales, Loan Origination, Residential Mortgages
Education
Miami University 1989 — 1993
BA, Political Science
Bishop Watterson 1985 — 1989
General High School
Peoples Mortgage Company December 2013 - Present
Gencor Mortgage, Inc. September 2012 - December 2013
The Legacy Group March 2012 - August 2012
Nova Home Loans February 2011 - February 2012
New York Life Insurance Company May 2010 - November 2010
M&I Bank April 1997 - June 2009
Star Bank August 1993 - August 1996
Skills
Mikey, Point, Encompass, Construction, Fixed Income Analysis, Banking, Risk Management, Residential Homes, Finance, Referrals, Real Estate, Investors, FHA, Investments, Real Estate Transactions, Mortgage Lending, Condos, Sellers, DataTrac, Underwriting, Refinance, Credit, Sales, Loan Origination, Residential Mortgages
Education
Miami University 1989 — 1993
BA, Political Science
Bishop Watterson 1985 — 1989
General High School
Lauren Suarez, RN Lauren Suarez, RN's New York Life Insurance Company Experience January 2008 - January 2009
Job Oncology Nurse at Baptist Health South Florida located in Miami, Florida
Industry Hospital & Health Care
Experience
Baptist Health South Florida located in Miami, Florida February 2013 - Present
Mount Sinai Medical Center Miami Beach November 2011 - February 2013
Atchana's East/West Kitchen January 2009 - February 2013
New York Life Insurance Company January 2008 - January 2009
Guaranty Bank October 2006 - May 2008
Skills
Chemotherapy, Telemetry, BLS, Epic Systems, Nursing, Hospitals, Healthcare, Patient Safety, Medical/Surgical, Inpatient, Medication..., Vital Signs, ACLS, Oncology, Cpr Certified, Healthcare Management, EHR, Clinical Research
Education
Miami Dade College 2010 — 2011
ASN, Nursing
University of Miami 2002 — 2005
Bachelor of Arts (B.A.), History
Baptist Health South Florida located in Miami, Florida February 2013 - Present
Mount Sinai Medical Center Miami Beach November 2011 - February 2013
Atchana's East/West Kitchen January 2009 - February 2013
New York Life Insurance Company January 2008 - January 2009
Guaranty Bank October 2006 - May 2008
Skills
Chemotherapy, Telemetry, BLS, Epic Systems, Nursing, Hospitals, Healthcare, Patient Safety, Medical/Surgical, Inpatient, Medication..., Vital Signs, ACLS, Oncology, Cpr Certified, Healthcare Management, EHR, Clinical Research
Education
Miami Dade College 2010 — 2011
ASN, Nursing
University of Miami 2002 — 2005
Bachelor of Arts (B.A.), History
Salih Januzi Salih Januzi's New York Life Insurance Company Experience October 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company September 2009 - October 2013
New York Life Insurance Company March 2008 - September 2009
New York Life Insurance Company June 2007 - March 2008
New York Life Insurance Company June 2005 - June 2007
Mercy College September 2001 - June 2005
Skills
SQL, Business Analysis, Visio, Requirements Analysis, Software Development, Unix, SDLC, Java, Microsoft SQL Server, HTML, JavaScript, Windows, Oracle, COBOL, XML, DB2, QTP, Tomcat, CICS, SOAP, JCL, CSS, MQ, CVS, ColdFusion, Photoshop, Flash, jQuery, Git, Web Services, AJAX, JIRA
Education
Mercy College 2008 — 2010
Master of Science, Internet Business Systems
Mercy College 2001 — 2005
Bachelor Degree, Computer Information Systems
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company September 2009 - October 2013
New York Life Insurance Company March 2008 - September 2009
New York Life Insurance Company June 2007 - March 2008
New York Life Insurance Company June 2005 - June 2007
Mercy College September 2001 - June 2005
Skills
SQL, Business Analysis, Visio, Requirements Analysis, Software Development, Unix, SDLC, Java, Microsoft SQL Server, HTML, JavaScript, Windows, Oracle, COBOL, XML, DB2, QTP, Tomcat, CICS, SOAP, JCL, CSS, MQ, CVS, ColdFusion, Photoshop, Flash, jQuery, Git, Web Services, AJAX, JIRA
Education
Mercy College 2008 — 2010
Master of Science, Internet Business Systems
Mercy College 2001 — 2005
Bachelor Degree, Computer Information Systems
Chris Menzer's New York Life Insurance Company Experience May 2011 - January 2012
Job Account Executive at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. August 2013 - Present
Allstate January 2012 - August 2013
New York Life Insurance Company May 2011 - January 2012
Arthur J. Gallagher & Co. May 2008 - January 2009
Skills
Insurance, Account Management, Property & Casualty..., Sales, Microsoft Excel, Commercial Insurance, Liability
Education
Miami University 2006 — 2011
Bachelor of Arts and Science, English
Arthur J. Gallagher & Co. August 2013 - Present
Allstate January 2012 - August 2013
New York Life Insurance Company May 2011 - January 2012
Arthur J. Gallagher & Co. May 2008 - January 2009
Skills
Insurance, Account Management, Property & Casualty..., Sales, Microsoft Excel, Commercial Insurance, Liability
Education
Miami University 2006 — 2011
Bachelor of Arts and Science, English
Monica Hopkins MBA, MPM Monica Hopkins MBA, MPM's New York Life Insurance Company Experience October 2014 - Present
Job PMO Analyst at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company October 2014 - Present
The Depository Trust & Clearing Corporation May 2014 - August 2014
Bridgewater Associates September 2013 - May 2014
FJA-US March 2012 - June 2013
NBCUniversal, Inc. December 2011 - March 2012
Column Technologies March 2011 - October 2011
Horizon Blue Cross Blue Shield of NJ July 2008 - March 2011
Horizon Blue Cross Blue Shield of New Jersey May 2006 - July 2008
Skills
Visio, Vendor Management, Business Analysis, MS Project, Project Management, SDLC, Process Improvement, Business Process..., Access, PMO, PMP, Program Management, Lotus Notes, Change Management, Microsoft Office, Data Analysis, SharePoint, Project Planning, Software Project..., Outlook
Education
Keller Graduate School of Management 2007 — 2009
MBA, Business Administration
Keller Graduate School of Management 2007 — 2009
Master, Project Management
Miami University 1998 — 2002
BS, Management Information Systems
Frederick Douglass Academy 1994 — 1998
High School Diploma
New York Life Insurance Company October 2014 - Present
The Depository Trust & Clearing Corporation May 2014 - August 2014
Bridgewater Associates September 2013 - May 2014
FJA-US March 2012 - June 2013
NBCUniversal, Inc. December 2011 - March 2012
Column Technologies March 2011 - October 2011
Horizon Blue Cross Blue Shield of NJ July 2008 - March 2011
Horizon Blue Cross Blue Shield of New Jersey May 2006 - July 2008
Skills
Visio, Vendor Management, Business Analysis, MS Project, Project Management, SDLC, Process Improvement, Business Process..., Access, PMO, PMP, Program Management, Lotus Notes, Change Management, Microsoft Office, Data Analysis, SharePoint, Project Planning, Software Project..., Outlook
Education
Keller Graduate School of Management 2007 — 2009
MBA, Business Administration
Keller Graduate School of Management 2007 — 2009
Master, Project Management
Miami University 1998 — 2002
BS, Management Information Systems
Frederick Douglass Academy 1994 — 1998
High School Diploma
J. Ryan Kelley's New York Life Insurance Company Experience October 2014 - Present
Job I Hire, Train, and Develop Sales Professionals and Help Them Positively Impact the Lives of Others
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company/NYLIFE Securities LLC June 2013 - October 2014
Aveda September 2005 - July 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Life Insurance, Investments, Gifting Strategies, Licensed Life Insurance..., Key Person Protection, Legacies, Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Retirement, Insurance
Education
Metropolitan State College of Denver
Psychology
Red Rocks Community College
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company/NYLIFE Securities LLC June 2013 - October 2014
Aveda September 2005 - July 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Life Insurance, Investments, Gifting Strategies, Licensed Life Insurance..., Key Person Protection, Legacies, Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Retirement, Insurance
Education
Metropolitan State College of Denver
Psychology
Red Rocks Community College
Max A. Steinberg's New York Life Insurance Company Experience July 2014 - November 2014
Job Restaurant Manager at Local Pie
Industry Hospitality
Experience
Local Pie - Gourmet Artisan Pizza December 2014 - Present
New York Life Insurance Company July 2014 - November 2014
Mitchell's Fish Market July 2013 - June 2014
DICK'S Sporting Goods March 2013 - February 2014
Company's Coming Catering June 2012 - June 2013
Wegmans Food Markets May 2011 - May 2012
Iggie's May 2010 - August 2010
Skills
Customer Service, Restaurant Management, New Restaurant Openings, Time Management, Excellent Communicator, Team Leadership, Microsoft Excel, Microsoft Word, Life Insurance, Health Insurance, Public Speaking, Microsoft Office, PowerPoint, Catering, Management, Event Planning, Social Media, Teamwork, Research, Hospitality Industry, Social Networking, Leadership, Cashiering, Networking, Project Management, Inventory Control
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Hospitality Business
Plymouth Whitemarsh High School 2005 — 2009
GED
Local Pie - Gourmet Artisan Pizza December 2014 - Present
New York Life Insurance Company July 2014 - November 2014
Mitchell's Fish Market July 2013 - June 2014
DICK'S Sporting Goods March 2013 - February 2014
Company's Coming Catering June 2012 - June 2013
Wegmans Food Markets May 2011 - May 2012
Iggie's May 2010 - August 2010
Skills
Customer Service, Restaurant Management, New Restaurant Openings, Time Management, Excellent Communicator, Team Leadership, Microsoft Excel, Microsoft Word, Life Insurance, Health Insurance, Public Speaking, Microsoft Office, PowerPoint, Catering, Management, Event Planning, Social Media, Teamwork, Research, Hospitality Industry, Social Networking, Leadership, Cashiering, Networking, Project Management, Inventory Control
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Hospitality Business
Plymouth Whitemarsh High School 2005 — 2009
GED
RAFAEL I. SOSA's New York Life Insurance Company Experience May 2011 - March 2012
Job Assistant Supervisor at MIami Dade Police Department, Education and Information Bureau
Industry Entertainment
Experience
MIami Dade Police Department, Education and Information Bureau February 2013 - Present
Central Music Productions September 1969 - Present
New York Life Insurance Company May 2011 - March 2012
Mastercare Medical Supplies, Inc. September 1992 - January 2011
Primerica Financial Services December 1999 - December 2005
Dr. Jose G Valiente, MD Medical Office, Inc. January 1983 - August 1992
Futuro Cercano SA de CV February 1980 - September 1982
Central de Musica, a musical association September 1969 - January 1980
Skills
Customer Relations, Marketing Operations, Cost Reduction..., Insurance, Supervisory Skills, Customer Service..., Complaint Handling &..., Retail Operations..., Customer Satisfaction..., Front-End Supervision, Sales & Margin..., Teambuilding & Training, Cost-Reduction..., Order Fulfillment, Retail, Customer Satisfaction, Customer Service, Sales, Music, Complaint Management, Training, Music Production, Supervising, Band, Sound Design, Bands, Leadership, Team Building, Marketing, Entertainment, Strategic Planning
Education
Miami Dade Community College 1984 — 1994
Associate in Arts, Business Administration, Music Industry, Sound Engineering, Sound Reinforcement, Jazz Arrangement/Improvisation, Conducting
Miami-Dade Community College 1984 — 1994
Associates in Arts, Music Business Industry Sound Engineering
High School Saul Delgado High School
Bachillerato en Ciencias
MIami Dade Police Department, Education and Information Bureau February 2013 - Present
Central Music Productions September 1969 - Present
New York Life Insurance Company May 2011 - March 2012
Mastercare Medical Supplies, Inc. September 1992 - January 2011
Primerica Financial Services December 1999 - December 2005
Dr. Jose G Valiente, MD Medical Office, Inc. January 1983 - August 1992
Futuro Cercano SA de CV February 1980 - September 1982
Central de Musica, a musical association September 1969 - January 1980
Skills
Customer Relations, Marketing Operations, Cost Reduction..., Insurance, Supervisory Skills, Customer Service..., Complaint Handling &..., Retail Operations..., Customer Satisfaction..., Front-End Supervision, Sales & Margin..., Teambuilding & Training, Cost-Reduction..., Order Fulfillment, Retail, Customer Satisfaction, Customer Service, Sales, Music, Complaint Management, Training, Music Production, Supervising, Band, Sound Design, Bands, Leadership, Team Building, Marketing, Entertainment, Strategic Planning
Education
Miami Dade Community College 1984 — 1994
Associate in Arts, Business Administration, Music Industry, Sound Engineering, Sound Reinforcement, Jazz Arrangement/Improvisation, Conducting
Miami-Dade Community College 1984 — 1994
Associates in Arts, Music Business Industry Sound Engineering
High School Saul Delgado High School
Bachillerato en Ciencias
Mandev Marahar Mandev Marahar's New York Life Insurance Company Experience May 2009 - August 2009
Job Financial Analyst at Ford Motor Company
Industry Accounting
Experience
Ford Motor Company April 2012 - Present
ProFinancial Inc. June 2011 - July 2012
Eaton Corporation June 2010 - June 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Financial Accounting, Small Business..., Financial Reporting, Financial Analysis, Financial Forecasting, Month End Close, Reconciliations, Budgeting, Budget Analysis, Due Diligence, Accounts Payable, Accounts Receivable
Education
Michigan State University 2006 — 2010
Finance w/ entrepreneurship specialization
Ford Motor Company April 2012 - Present
ProFinancial Inc. June 2011 - July 2012
Eaton Corporation June 2010 - June 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Financial Accounting, Small Business..., Financial Reporting, Financial Analysis, Financial Forecasting, Month End Close, Reconciliations, Budgeting, Budget Analysis, Due Diligence, Accounts Payable, Accounts Receivable
Education
Michigan State University 2006 — 2010
Finance w/ entrepreneurship specialization
Gerry Vincent Gerry Vincent's New York Life Insurance Company Experience July 2015 - Present
Job Senior Associate Developer at New York Life Insurance Company
Industry E-Learning
Experience
New York Life Insurance Company July 2015 - Present
SOE Software July 2009 - Present
JPMorgan Chase March 2001 - October 2008
Skills
Visual Studio, Microsoft SQL Server, SQL, Software Development, .NET, MySQL, JavaScript, ASP.NET, JSP, Web Applications, SDLC, AJAX, Agile Methodologies, Web Services, Web Development, Subversion, jQuery, Software Project..., Database Design
Education
Merrimack College 1986 — 1990
BSEE, Electrical Engineering
Immaculate HS 1982 — 1986
New York Life Insurance Company July 2015 - Present
SOE Software July 2009 - Present
JPMorgan Chase March 2001 - October 2008
Skills
Visual Studio, Microsoft SQL Server, SQL, Software Development, .NET, MySQL, JavaScript, ASP.NET, JSP, Web Applications, SDLC, AJAX, Agile Methodologies, Web Services, Web Development, Subversion, jQuery, Software Project..., Database Design
Education
Merrimack College 1986 — 1990
BSEE, Electrical Engineering
Immaculate HS 1982 — 1986
James R Sutton's New York Life Insurance Company Experience April 2011 - May 2013
Job Sales Executive at James F. Sutton Agency, Ltd
Industry Insurance
Experience
James F. Sutton Agency, Ltd March 2014 - Present
New York Life Insurance Company April 2011 - May 2013
Skills
Property & Casualty..., Life Insurance, Health Insurance, Commercial Insurance, Financial Services, Disability Insurance, Long Term Care Insurance, Insurance, Umbrella Insurance, PowerPoint, Workers Compensation
Education
Niagara University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Merrimack College 2006 — 2008
Merchants Producer School
James F. Sutton Agency, Ltd March 2014 - Present
New York Life Insurance Company April 2011 - May 2013
Skills
Property & Casualty..., Life Insurance, Health Insurance, Commercial Insurance, Financial Services, Disability Insurance, Long Term Care Insurance, Insurance, Umbrella Insurance, PowerPoint, Workers Compensation
Education
Niagara University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Merrimack College 2006 — 2008
Merchants Producer School
Jonathan Noller Jonathan Noller's New York Life Insurance Company Experience April 2011 - June 2012
Job Sales Associate
Industry Marketing and Advertising
Experience
American Furniture Warehouse February 2013 - Present
New York Life Insurance Company April 2011 - June 2012
Colorado Real Estate Broker January 2006 - January 2012
Allied Domecq 2001 - 2003
Skills
Marketing, Inventory Management, Customer Service, Retail, Sales Management, Team Building, Merchandising, Account Management, Microsoft Word, Time Management, Wholesale, Real Estate Transactions, Menu Development, Logistics, Blueprint Reading, New Home Sales, New Business Development, New Store Openings, Brand Positioning..., Positive Employee..., Workforce Management
Education
Metropolitan State University of Denver
Business Administration and Management, General
American Furniture Warehouse February 2013 - Present
New York Life Insurance Company April 2011 - June 2012
Colorado Real Estate Broker January 2006 - January 2012
Allied Domecq 2001 - 2003
Skills
Marketing, Inventory Management, Customer Service, Retail, Sales Management, Team Building, Merchandising, Account Management, Microsoft Word, Time Management, Wholesale, Real Estate Transactions, Menu Development, Logistics, Blueprint Reading, New Home Sales, New Business Development, New Store Openings, Brand Positioning..., Positive Employee..., Workforce Management
Education
Metropolitan State University of Denver
Business Administration and Management, General
Ronda Toth's New York Life Insurance Company Experience July 2003 - June 2004
Job Principal at The Legacy Group
Industry Insurance
Experience
The Legacy Group June 2004 - Present
New York Life Insurance Company July 2003 - June 2004
Spotlignt Solutions October 2002 - May 2003
Retek July 2000 - September 2002
JDA Software March 1998 - July 2000
Skills
Health Insurance, Disability Insurance, Commercial Insurance, Business Insurance, Group Benefit Plans, Life Insurance, Insurance, Training, Term Life Insurance, Small Business, Long-term Care, Fixed Annuities, Health Savings Accounts, Retirement, Retirement Planning, Employee Benefits, Whole Life, Brokers
Education
Miami University 1987 — 1992
BA, Philosophy
The Legacy Group June 2004 - Present
New York Life Insurance Company July 2003 - June 2004
Spotlignt Solutions October 2002 - May 2003
Retek July 2000 - September 2002
JDA Software March 1998 - July 2000
Skills
Health Insurance, Disability Insurance, Commercial Insurance, Business Insurance, Group Benefit Plans, Life Insurance, Insurance, Training, Term Life Insurance, Small Business, Long-term Care, Fixed Annuities, Health Savings Accounts, Retirement, Retirement Planning, Employee Benefits, Whole Life, Brokers
Education
Miami University 1987 — 1992
BA, Philosophy
Joseph Nicotina's New York Life Insurance Company Experience 2010 - January 2012
Job Senior Associate, Architect & Engineering at New York Life
Industry Information Technology and Services
Experience
New York Life January 2012 - Present
New York Life Insurance Company 2010 - January 2012
Nico & Sons LLC. June 2005 - October 2011
Polycom 2006 - 2010
US Trust 2001 - 2006
Educational Video Conferencing 1997 - 2001
Skills
H.323, MCU Operations, Operations Management, Service Delivery, VNOC Management, Statistical Reporting, Video Conferencing, Unified Communications
Education
AIU 2003 — 2005
BBA, Operations Management
Mercy College 1997 — 1999
New York Life January 2012 - Present
New York Life Insurance Company 2010 - January 2012
Nico & Sons LLC. June 2005 - October 2011
Polycom 2006 - 2010
US Trust 2001 - 2006
Educational Video Conferencing 1997 - 2001
Skills
H.323, MCU Operations, Operations Management, Service Delivery, VNOC Management, Statistical Reporting, Video Conferencing, Unified Communications
Education
AIU 2003 — 2005
BBA, Operations Management
Mercy College 1997 — 1999
Robert DeMars, CLU, ChFC, LUTCF's New York Life Insurance Company Experience October 1995 - Present
Job New York Life Agent helping families meet their financial goals since 1995.
Industry Financial Services
Experience
Eagle Strategies LLC April 2014 - Present
NYLIFE Securities LLC December 1995 - Present
New York Life Insurance Company October 1995 - Present
Skills
Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Financial Advisory, Life Insurance, Team Building, Financial Services, Wealth Management, Finance, Employee Benefits
Education
McNeese State University 1978 — 1983
BS, Business Administration
Eagle Strategies LLC April 2014 - Present
NYLIFE Securities LLC December 1995 - Present
New York Life Insurance Company October 1995 - Present
Skills
Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Financial Advisory, Life Insurance, Team Building, Financial Services, Wealth Management, Finance, Employee Benefits
Education
McNeese State University 1978 — 1983
BS, Business Administration
Weslyne Oge-Timmer's New York Life Insurance Company Experience September 2008 - May 2013
Job Medical Assistant
Industry Health, Wellness and Fitness
Experience
CHS(Comprehensive Health Services) September 2013 - Present
New York Life Insurance Company September 2008 - May 2013
LabCorp May 2006 - August 2008
St' Vincent Hospital July 2003 - May 2006
Skills
Data Analysis, Analysis, Microsoft Excel, Research, Statistics, PowerPoint, Access, SAS, Quality Assurance, Financial Analysis, Asset Managment, Visio, Process Improvement, Project Management, SPSS, Software Documentation, Time Management
Education
Metropolitan College of New York 2002 — 2004
Associate of Arts (AA), Human Services, General
SCHOOL OF APPLIED MEDICAL TECHNOLOGY 1991 — 1992
LICENCE, Phlebotomy Technician/Phlebotomist
CHS(Comprehensive Health Services) September 2013 - Present
New York Life Insurance Company September 2008 - May 2013
LabCorp May 2006 - August 2008
St' Vincent Hospital July 2003 - May 2006
Skills
Data Analysis, Analysis, Microsoft Excel, Research, Statistics, PowerPoint, Access, SAS, Quality Assurance, Financial Analysis, Asset Managment, Visio, Process Improvement, Project Management, SPSS, Software Documentation, Time Management
Education
Metropolitan College of New York 2002 — 2004
Associate of Arts (AA), Human Services, General
SCHOOL OF APPLIED MEDICAL TECHNOLOGY 1991 — 1992
LICENCE, Phlebotomy Technician/Phlebotomist
Gregory Long's New York Life Insurance Company Experience March 2014 - November 2014
Job Marketing at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group December 2014 - Present
New York Life Insurance Company March 2014 - November 2014
New York Life July 2010 - February 2014
MassMutual Financial Group 2014 - 2014
New York Life Insurance Company July 2005 - July 2010
Marketing Associates USA 2000 - 2005
Sterling Research Group 1999 - 2000
PSI Global 1996 - 1999
SunTrust Bank 1992 - 1994
Skills
Marketing Strategy, Strategic Planning, Direct Marketing, Adobe Creative Suite, Marketing Research, Market Research, Analytics, Direct Mail, Consumer Insights, Photoshop, Customer Acquisition, Product Marketing, Marketing, Cross-functional Team..., Leadership, Management, Customer Insight, Advertising, Strategy
Education
Mercer University 1988 — 1992
Bachelor of Arts, Communication
MassMutual Financial Group December 2014 - Present
New York Life Insurance Company March 2014 - November 2014
New York Life July 2010 - February 2014
MassMutual Financial Group 2014 - 2014
New York Life Insurance Company July 2005 - July 2010
Marketing Associates USA 2000 - 2005
Sterling Research Group 1999 - 2000
PSI Global 1996 - 1999
SunTrust Bank 1992 - 1994
Skills
Marketing Strategy, Strategic Planning, Direct Marketing, Adobe Creative Suite, Marketing Research, Market Research, Analytics, Direct Mail, Consumer Insights, Photoshop, Customer Acquisition, Product Marketing, Marketing, Cross-functional Team..., Leadership, Management, Customer Insight, Advertising, Strategy
Education
Mercer University 1988 — 1992
Bachelor of Arts, Communication
Sharon Havercome's New York Life Insurance Company Experience June 2009 - February 2012
Job Insurance Agent
Industry Investment Banking
Experience
New York Life Insurance Company June 2009 - February 2012
Skills
Public Speaking, Insurance, Leadership, Customer Service, Sales, Microsoft Office, Research, Team Building
Education
Metropolitan College of New York 2001 — 2004
Bachelors of Arts, Business Administration
Metropolitan College of New York 2001 — 2004
Bachelor of Arts, Business Administration
Metropolitan College of New York 2001 — 2004
Bachelor of Arts, Business Administration
New York Life Insurance Company June 2009 - February 2012
Skills
Public Speaking, Insurance, Leadership, Customer Service, Sales, Microsoft Office, Research, Team Building
Education
Metropolitan College of New York 2001 — 2004
Bachelors of Arts, Business Administration
Metropolitan College of New York 2001 — 2004
Bachelor of Arts, Business Administration
Metropolitan College of New York 2001 — 2004
Bachelor of Arts, Business Administration
Laura Boone's New York Life Insurance Company Experience April 2008 - April 2011
Job Business Consultant at Xcel HR
Industry Human Resources
Experience
Xcel HR August 2014 - Present
Progressive Employer Management Company/SPG April 2011 - June 2014
New York Life Insurance Company April 2008 - April 2011
Gevity/Staff Leasing April 1996 - April 2008
Skills
Employee Benefits, Workers Compensation, Payroll, Human Resources, Insurance, Benefits Administration, PEO, 401k, Health Insurance, Sales, Leadership, ADP Payroll, Disability Insurance, Retirement, Performance Management, Recruiting, Cold Calling, HR Consulting, Account Management, Time Management, FMLA, HRIS, Onboarding, Marketing, Employee Relations, Sales Management, Deferred Compensation, Team Building, Training, Small Business
Education
Miami Dade College
Business
Xcel HR August 2014 - Present
Progressive Employer Management Company/SPG April 2011 - June 2014
New York Life Insurance Company April 2008 - April 2011
Gevity/Staff Leasing April 1996 - April 2008
Skills
Employee Benefits, Workers Compensation, Payroll, Human Resources, Insurance, Benefits Administration, PEO, 401k, Health Insurance, Sales, Leadership, ADP Payroll, Disability Insurance, Retirement, Performance Management, Recruiting, Cold Calling, HR Consulting, Account Management, Time Management, FMLA, HRIS, Onboarding, Marketing, Employee Relations, Sales Management, Deferred Compensation, Team Building, Training, Small Business
Education
Miami Dade College
Business
Carmen Tomlinson's New York Life Insurance Company Experience September 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
Popular Community Bank December 2002 - July 2013
Bank of New York April 2001 - November 2002
Skills
Multi-generational..., 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Retirement Planning, Annuity Sales, Multi-generational..., Protection..., Legacies, Gifting Strategies, Succession Planning, Key Person Protection, Licensed Life Insurance..., Insurance, Strategic Planning, Leadership, Management, Investments, Relationship Management, Financial Services, Customer Relations, Supplements to Employee..., Workshop Facilitation, Education Funding..., Grandchild Gifting, IRA Rollovers, Buy-sell Agreements, Problem Solving, Term Life Insurance, Customer Satisfaction, Permanent Life Insurance, Relationship Building, Financial Planning, Sales, Customer Service, Life Insurance, Retirement
Education
Mt. St. Joseph Academy 1966 — 1972
Business Adminsration
Mercy College
BS, Business
Non
New York Life Insurance Company September 2013 - Present
Popular Community Bank December 2002 - July 2013
Bank of New York April 2001 - November 2002
Skills
Multi-generational..., 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Retirement Planning, Annuity Sales, Multi-generational..., Protection..., Legacies, Gifting Strategies, Succession Planning, Key Person Protection, Licensed Life Insurance..., Insurance, Strategic Planning, Leadership, Management, Investments, Relationship Management, Financial Services, Customer Relations, Supplements to Employee..., Workshop Facilitation, Education Funding..., Grandchild Gifting, IRA Rollovers, Buy-sell Agreements, Problem Solving, Term Life Insurance, Customer Satisfaction, Permanent Life Insurance, Relationship Building, Financial Planning, Sales, Customer Service, Life Insurance, Retirement
Education
Mt. St. Joseph Academy 1966 — 1972
Business Adminsration
Mercy College
BS, Business
Non
Mary Kay Wyckoff-Harcus's New York Life Insurance Company Experience December 1965 - September 2006
Job Retired and enjoying my hobies
Industry Arts and Crafts
Experience
New York Life Insurance Company December 1965 - September 2006
Education
Metropolitan State University 1993 — 1998
BA, Business
New York Life Insurance Company December 1965 - September 2006
Education
Metropolitan State University 1993 — 1998
BA, Business
Nicole Reese's New York Life Insurance Company Experience March 2009 - Present
Job Call Center Associate II at New York Life Insurance Company
Industry Government Administration
Experience
New York Life Insurance Company March 2009 - Present
Ohio Republican Party June 2008 - November 2008
Education
Miami University 2002 — 2006
Bachelor, Political Science
New York Life Insurance Company March 2009 - Present
Ohio Republican Party June 2008 - November 2008
Education
Miami University 2002 — 2006
Bachelor, Political Science
Mark Sanders, MBA's New York Life Insurance Company Experience January 2011 - Present
Job Account Executive Group Membership at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2011 - Present
OneWire Finance July 2009 - February 2010
John Hancock June 2006 - June 2009
John Hancock May 2005 - June 2006
Skills
Management, Training, Customer Service, Sales Operations, Analysis, Insurance, Sales, Account Management, Strategic Planning, Customer Satisfaction, Vendor Management, Process Improvement, Business Analysis, Project Management, Cross-functional Team..., Leadership, B2B, Program Management, Marketing, Business Development, Salesforce.com, SEO, Strategy, New Business Development, Financial Services, Finance, CRM, Relationship Management, Recruiting, Market Research, Sales Management
Education
Mercy College 2010 — 2013
Master of Business Administration (M.B.A.)
New York Life Insurance Company January 2011 - Present
OneWire Finance July 2009 - February 2010
John Hancock June 2006 - June 2009
John Hancock May 2005 - June 2006
Skills
Management, Training, Customer Service, Sales Operations, Analysis, Insurance, Sales, Account Management, Strategic Planning, Customer Satisfaction, Vendor Management, Process Improvement, Business Analysis, Project Management, Cross-functional Team..., Leadership, B2B, Program Management, Marketing, Business Development, Salesforce.com, SEO, Strategy, New Business Development, Financial Services, Finance, CRM, Relationship Management, Recruiting, Market Research, Sales Management
Education
Mercy College 2010 — 2013
Master of Business Administration (M.B.A.)
Lenona Packer's New York Life Insurance Company Experience January 2009 - September 2009
Job Agent at New York Life
Industry Financial Services
Experience
Allstate Workplace Division September 2009 - Present
New York Life Insurance Company January 2009 - September 2009
Education
Mesa Community College 2005 — 2007
Education
Pima Community College 1997 — 1998
Education
Allstate Workplace Division September 2009 - Present
New York Life Insurance Company January 2009 - September 2009
Education
Mesa Community College 2005 — 2007
Education
Pima Community College 1997 — 1998
Education
Cathy Lopes's New York Life Insurance Company Experience 2004 - 2005
Job Sr. Business Development Representative at MAPFRE Insurance
Industry Insurance
Experience
MAPFRE Insurance 2010 - Present
Kemper, A Unitrin Business 2005 - 2010
New York Life Insurance Company 2004 - 2005
Hanover Insurance 2000 - 2004
Zurich Insurance 1993 - 2000
Zurich Insurance 1992 - 1993
Zurich Insurance 1990 - 1992
Aetna Life & Casualty 1985 - 1990
Aetna Life & Casualty 1983 - 1985
Skills
General Insurance, Casualty Insurance, Commercial Insurance, Property & Casualty..., Marketing, Product Management, Leadership, Training, Sales, Management, Business Development, Strategy, Insurance, Liability
Education
Michigan State University
BA, Business
MAPFRE Insurance 2010 - Present
Kemper, A Unitrin Business 2005 - 2010
New York Life Insurance Company 2004 - 2005
Hanover Insurance 2000 - 2004
Zurich Insurance 1993 - 2000
Zurich Insurance 1992 - 1993
Zurich Insurance 1990 - 1992
Aetna Life & Casualty 1985 - 1990
Aetna Life & Casualty 1983 - 1985
Skills
General Insurance, Casualty Insurance, Commercial Insurance, Property & Casualty..., Marketing, Product Management, Leadership, Training, Sales, Management, Business Development, Strategy, Insurance, Liability
Education
Michigan State University
BA, Business
Tilden Marbit's New York Life Insurance Company Experience 2009 - Present
Job Financial Seminar Coordinator
Industry Marketing and Advertising
Experience
Self-Employed March 2015 - Present
Pronto Winds January 2014 - Present
New York Life Insurance Company 2009 - Present
Myself 2009 - Present
Mannes College August 2014 - May 2015
A 2010 - 2014
new york life 2009 - 2009
new york life 2009 - 2009
new york life 2009 - 2009
Skills
Bassoon, Composition,..., Bassoon Teacher, Microsoft Office, Research, Public Speaking, Music, Teaching, Social Media, Music Education, Editing, Nonprofits, Community Outreach
Education
Mannes College 2011 — 2014
Professional Studies, Music Performance - Bassoon
University of Maryland 2012 — 2013
Woodwind Quintet Fellowship - SIREN woodwind quintet
Mannes College 2009 — 2011
Master's Degree, Music Performance - Bassoon
McGill University 2005 — 2009
BM, Music
Grace Church School
Grace Church School
Grace Church School
LaGuardia High School
LaGuardia High School
LaGuardia High School
Self-Employed March 2015 - Present
Pronto Winds January 2014 - Present
New York Life Insurance Company 2009 - Present
Myself 2009 - Present
Mannes College August 2014 - May 2015
A 2010 - 2014
new york life 2009 - 2009
new york life 2009 - 2009
new york life 2009 - 2009
Skills
Bassoon, Composition,..., Bassoon Teacher, Microsoft Office, Research, Public Speaking, Music, Teaching, Social Media, Music Education, Editing, Nonprofits, Community Outreach
Education
Mannes College 2011 — 2014
Professional Studies, Music Performance - Bassoon
University of Maryland 2012 — 2013
Woodwind Quintet Fellowship - SIREN woodwind quintet
Mannes College 2009 — 2011
Master's Degree, Music Performance - Bassoon
McGill University 2005 — 2009
BM, Music
Grace Church School
Grace Church School
Grace Church School
LaGuardia High School
LaGuardia High School
LaGuardia High School
Patrick Aslakson's New York Life Insurance Company Experience January 2004 - September 2004
Job Fund Accountant at Alps Fund Services
Industry Financial Services
Experience
Colorado Lutherie Group November 2007 - December 2013
Western Union February 2005 - October 2011
New York Life Insurance Company January 2004 - September 2004
Great West Life & Annuity October 2001 - January 2004
Skills
Excel, Word, Access
Education
University of Colorado at Denver 2003 — 2004
MBA, Financial Management/Entrepreneunial
Metropolitan State College of Denver 1996 — 1999
Bachelor of Science, Finance
Colorado Lutherie Group November 2007 - December 2013
Western Union February 2005 - October 2011
New York Life Insurance Company January 2004 - September 2004
Great West Life & Annuity October 2001 - January 2004
Skills
Excel, Word, Access
Education
University of Colorado at Denver 2003 — 2004
MBA, Financial Management/Entrepreneunial
Metropolitan State College of Denver 1996 — 1999
Bachelor of Science, Finance
Ken Souza's New York Life Insurance Company Experience June 2006 - December 2008
Job Director of Foundation Investments
Industry Investment Management
Experience
University of South Florida December 2008 - Present
New York Life Insurance Company June 2006 - December 2008
Fidelity Investments June 2000 - April 2006
Education
Suffolk University - Sawyer Business School 2003 — 2005
MBA, Finance
Merrimack College 1996 — 2000
Business Adm, Finance
University of South Florida December 2008 - Present
New York Life Insurance Company June 2006 - December 2008
Fidelity Investments June 2000 - April 2006
Education
Suffolk University - Sawyer Business School 2003 — 2005
MBA, Finance
Merrimack College 1996 — 2000
Business Adm, Finance
David Penoyer's New York Life Insurance Company Experience 2010 - 2010
Job Special Needs School Bus Driver at Durham Transportation
Industry Education Management
Experience
Durham Transportation March 2012 - Present
Railroad Street Antiques and Collectibles 2011 - 2011
New York Life Insurance Company 2010 - 2010
mchenry county college May 1984 - July 2009
McHenry County College 1976 - 1984
Skills
Non-profits, Public Speaking, Organizational..., Higher Education, Policy, Microsoft Office, Government Procurement, Procurement Contracts, Property & Casualty..., Insurance, Life Insurance, Commercial Insurance, Workers Compensation, Transportation..., Transportation, Contact Management, Department Budgeting, shipping/receiving, Custodial Management, Bookstore Management, Ergonomics, Strategic Financial..., Antiques, Retail Sales, Retail Marketing, Duplication Center..., Cafeteria Management, Bus Driving
Education
Webster 1998 — 2001
MBA, Business
Northern Illinois University 1979 — 1985
BS, Human Resource and Business Mgmt
McHenry County College 1976 — 1978
AS, Gen Ed
Durham Transportation March 2012 - Present
Railroad Street Antiques and Collectibles 2011 - 2011
New York Life Insurance Company 2010 - 2010
mchenry county college May 1984 - July 2009
McHenry County College 1976 - 1984
Skills
Non-profits, Public Speaking, Organizational..., Higher Education, Policy, Microsoft Office, Government Procurement, Procurement Contracts, Property & Casualty..., Insurance, Life Insurance, Commercial Insurance, Workers Compensation, Transportation..., Transportation, Contact Management, Department Budgeting, shipping/receiving, Custodial Management, Bookstore Management, Ergonomics, Strategic Financial..., Antiques, Retail Sales, Retail Marketing, Duplication Center..., Cafeteria Management, Bus Driving
Education
Webster 1998 — 2001
MBA, Business
Northern Illinois University 1979 — 1985
BS, Human Resource and Business Mgmt
McHenry County College 1976 — 1978
AS, Gen Ed
Rose Astrologo's New York Life Insurance Company Experience May 2008 - April 2009
Job Inside Sales / Telesales
Industry Telecommunications
Experience
Retriever Medical & Dental Payments, Inc. June 2010 - April 2012
New York Life Insurance Company May 2008 - April 2009
Berman Leather Co. September 2006 - April 2007
Argent Mortgage Company LLC September 2004 - October 2005
Skills
Account Management, Financial Analysis, Insurance, Direct Sales, Customer Service, Telemarketing, Administrative..., Mortgage Banking, Health Insurance
Education
Kaplan Financial 2008 — 2008
License, Life, Accident & Health Insurance
Berkeley College 1999 — 1999
Certificate, Computer Applications
Mercy College 1986 — 1990
Bachelor's degree, Marketing/Management
Retriever Medical & Dental Payments, Inc. June 2010 - April 2012
New York Life Insurance Company May 2008 - April 2009
Berman Leather Co. September 2006 - April 2007
Argent Mortgage Company LLC September 2004 - October 2005
Skills
Account Management, Financial Analysis, Insurance, Direct Sales, Customer Service, Telemarketing, Administrative..., Mortgage Banking, Health Insurance
Education
Kaplan Financial 2008 — 2008
License, Life, Accident & Health Insurance
Berkeley College 1999 — 1999
Certificate, Computer Applications
Mercy College 1986 — 1990
Bachelor's degree, Marketing/Management
Suzanne Sobeski's New York Life Insurance Company Experience 2014 - Present
Job Independent Consultant
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Guardian Life 2011 - 2014
Mutual Life Insurance Company 2008 - 2011
Ernst & Young 2005 - 2008
Aon Risk Services Australia 2002 - 2004
PricewaterhouseCoopers 1998 - 2001
Skills
Insurance, Risk Management, Financial Risk, Internal Audit, Internal Controls, Management, Microsoft Office, Process Improvement, Strategy, Financial Reporting, Financial Services
Education
Michigan State University
B.A., Business Administration
University of Sydney
Masters, Accounting
New York Life Insurance Company 2014 - Present
Guardian Life 2011 - 2014
Mutual Life Insurance Company 2008 - 2011
Ernst & Young 2005 - 2008
Aon Risk Services Australia 2002 - 2004
PricewaterhouseCoopers 1998 - 2001
Skills
Insurance, Risk Management, Financial Risk, Internal Audit, Internal Controls, Management, Microsoft Office, Process Improvement, Strategy, Financial Reporting, Financial Services
Education
Michigan State University
B.A., Business Administration
University of Sydney
Masters, Accounting
Latanya Blake's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Hospital & Health Care
Experience
New York Life Insurance Company January 2014 - Present
New York Life Insurance Company June 2013 - Present
PAANS-NSLIJ Health System August 2012 - March 2014
NSLIJ-Zucker Hillside Hospital May 2011 - August 2012
NSLIJ-Zucker Hillside Hospital October 2009 - May 2011
Home Depot Corporate Office July 2007 - September 2009
Verizon Communications May 2001 - April 2007
Verizon Communications March 2000 - May 2001
Skills
PeopleSoft, Spreadsheets, Outlook, Data Entry, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Insurance, Microsoft Word, Social Media, Teamwork, Customer Satisfaction, Training, Hospitals
Education
Mercy College 2012 — 2015
M.S, Health Care Management Enrolled
Mercy College 2001 — 2005
B.S, Corporate Communications/Interdisciplinary Studies
IS 144 1989 — 1991
Diploma, Academic
New York Life Insurance Company January 2014 - Present
New York Life Insurance Company June 2013 - Present
PAANS-NSLIJ Health System August 2012 - March 2014
NSLIJ-Zucker Hillside Hospital May 2011 - August 2012
NSLIJ-Zucker Hillside Hospital October 2009 - May 2011
Home Depot Corporate Office July 2007 - September 2009
Verizon Communications May 2001 - April 2007
Verizon Communications March 2000 - May 2001
Skills
PeopleSoft, Spreadsheets, Outlook, Data Entry, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Insurance, Microsoft Word, Social Media, Teamwork, Customer Satisfaction, Training, Hospitals
Education
Mercy College 2012 — 2015
M.S, Health Care Management Enrolled
Mercy College 2001 — 2005
B.S, Corporate Communications/Interdisciplinary Studies
IS 144 1989 — 1991
Diploma, Academic
Kenneth Pearl's New York Life Insurance Company Experience June 1979 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 1979 - Present
Skills
Insurance, FLMI, Requirements Analysis, Disaster Recovery, IT Strategy, Financial Services
Education
Polytechnic Institute of NY 1980 — 1984
Master of Science, Computer Science
McGill University 1976 — 1979
BA, Math & Computer Science
Penn State University 2010 — 2011
Graduate Certificate, Applied Statistics
New York Life Insurance Company June 1979 - Present
Skills
Insurance, FLMI, Requirements Analysis, Disaster Recovery, IT Strategy, Financial Services
Education
Polytechnic Institute of NY 1980 — 1984
Master of Science, Computer Science
McGill University 1976 — 1979
BA, Math & Computer Science
Penn State University 2010 — 2011
Graduate Certificate, Applied Statistics
Trevlynn Kimball LUTCF's New York Life Insurance Company Experience June 2015 - Present
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Allstate Financial Services, LLC July 2014 - May 2015
New York Life Insurance Company July 2009 - July 2014
Skills
Insurance, Wealth Management, Mutual Funds, Retirement Planning, Investments, Estate Planning, Small Business, Finance, Retirement, Life Insurance, Fixed Annuities, Variable Annuities, Public Speaking, Customer Service
Education
American College
LUTCF, Financial Planning and Services
Miami Dade College, Miami Christian and Luther Rice College
Bachelor’s Degree, Music and Counseling
New York Life Insurance Company June 2015 - Present
Allstate Financial Services, LLC July 2014 - May 2015
New York Life Insurance Company July 2009 - July 2014
Skills
Insurance, Wealth Management, Mutual Funds, Retirement Planning, Investments, Estate Planning, Small Business, Finance, Retirement, Life Insurance, Fixed Annuities, Variable Annuities, Public Speaking, Customer Service
Education
American College
LUTCF, Financial Planning and Services
Miami Dade College, Miami Christian and Luther Rice College
Bachelor’s Degree, Music and Counseling
Jessica Gunn's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Service Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
National Interstate Insurance Company September 2013 - March 2015
MAG Mutual Insurance Company July 2012 - September 2013
MAG Mutual Insurance Company November 2011 - July 2012
Principal Financial Group March 2006 - November 2011
MAG Mutual Insurance Company September 2006 - June 2011
National Interstate Insurance Company September 2003 - March 2006
Medical Mutual of Ohio September 2000 - September 2003
Skills
Claim, Marketing, Employee Benefits, Insurance, Leadership, Store Management, Health Insurance, Workers Compensation, Training, Recruiting, Professional Liability, Claims Management
Education
Mercer University - Stetson School of Business and Economics
MBA, Business and International Marketing
Ohio University
Bachelor of Legal Communication, Legal Communication and Journalism
New York Life Insurance Company March 2015 - Present
National Interstate Insurance Company September 2013 - March 2015
MAG Mutual Insurance Company July 2012 - September 2013
MAG Mutual Insurance Company November 2011 - July 2012
Principal Financial Group March 2006 - November 2011
MAG Mutual Insurance Company September 2006 - June 2011
National Interstate Insurance Company September 2003 - March 2006
Medical Mutual of Ohio September 2000 - September 2003
Skills
Claim, Marketing, Employee Benefits, Insurance, Leadership, Store Management, Health Insurance, Workers Compensation, Training, Recruiting, Professional Liability, Claims Management
Education
Mercer University - Stetson School of Business and Economics
MBA, Business and International Marketing
Ohio University
Bachelor of Legal Communication, Legal Communication and Journalism
Eric Smallwood's New York Life Insurance Company Experience May 2002 - February 2005
Job On Site Manager at Xerox
Industry Business Supplies and Equipment
Experience
Xerox August 2015 - Present
Atkins October 2013 - January 2014
OfficeMax March 2008 - May 2013
First Horizon National Corporation February 2005 - January 2008
New York Life Insurance Company May 2002 - February 2005
Janus Capital Group December 1999 - February 2002
Janus Capital Group April 1999 - December 1999
Janus Capital Group July 1996 - April 1999
Janus Capital Group July 1992 - July 1996
Janus Capital Group September 1991 - July 1992
Skills
Customer Service, Sales, Marketing, Sponsorship Relations, Customer Satisfaction, Operations Management, Financial Services, Mutual Funds, Commercial Banking, Client Relations Skills, Team Building, Microsoft Office, Microsoft Excel, Time Management, Retail, Merchandising, Store Management, Visual Merchandising, Inventory Management, Loss Prevention, Inventory Control, Retail Sales, Profit, Sales Management, Emergency Management, Management, Leadership, Investments, Analysis, Process Improvement, Strategy, CRM, Project Management, Training, Finance, Financial Analysis, Strategic Planning, Vendor Management, Program Management, Securities, Asset Management, Relationship Management, Retirement Planning, Customer Retention, Business Analysis, Insurance, Financial Planning, Risk Management
Education
Metropolitan State University of Denver 1986 — 1991
Bachelor of Science (B.S.), Finance and Financial Management Services
Alameda High School
Xerox August 2015 - Present
Atkins October 2013 - January 2014
OfficeMax March 2008 - May 2013
First Horizon National Corporation February 2005 - January 2008
New York Life Insurance Company May 2002 - February 2005
Janus Capital Group December 1999 - February 2002
Janus Capital Group April 1999 - December 1999
Janus Capital Group July 1996 - April 1999
Janus Capital Group July 1992 - July 1996
Janus Capital Group September 1991 - July 1992
Skills
Customer Service, Sales, Marketing, Sponsorship Relations, Customer Satisfaction, Operations Management, Financial Services, Mutual Funds, Commercial Banking, Client Relations Skills, Team Building, Microsoft Office, Microsoft Excel, Time Management, Retail, Merchandising, Store Management, Visual Merchandising, Inventory Management, Loss Prevention, Inventory Control, Retail Sales, Profit, Sales Management, Emergency Management, Management, Leadership, Investments, Analysis, Process Improvement, Strategy, CRM, Project Management, Training, Finance, Financial Analysis, Strategic Planning, Vendor Management, Program Management, Securities, Asset Management, Relationship Management, Retirement Planning, Customer Retention, Business Analysis, Insurance, Financial Planning, Risk Management
Education
Metropolitan State University of Denver 1986 — 1991
Bachelor of Science (B.S.), Finance and Financial Management Services
Alameda High School
Norman Forbes's New York Life Insurance Company Experience July 1999 - February 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Paul Weiss January 2012 - September 2014
New York Life Insurance Company July 1999 - February 2011
NEW YORK LIFE INSURANCE COMPANY January 1999 - January 2011
DELOITTE & TOUCHE, LLP January 1998 - January 1999
Skills
Vendor Management, System Administration, Disaster Recovery, Microsoft Office, Customer Service, Business Analysis, Visio, Project Management, IT Management, SharePoint
Education
Mercy College
Business Administration and Management, General
Paul Weiss January 2012 - September 2014
New York Life Insurance Company July 1999 - February 2011
NEW YORK LIFE INSURANCE COMPANY January 1999 - January 2011
DELOITTE & TOUCHE, LLP January 1998 - January 1999
Skills
Vendor Management, System Administration, Disaster Recovery, Microsoft Office, Customer Service, Business Analysis, Visio, Project Management, IT Management, SharePoint
Education
Mercy College
Business Administration and Management, General
Jimmy Files's New York Life Insurance Company Experience 2001 - 2004
Job Producer at Security Insurance Agency
Industry Insurance
Experience
Security Insurance Agency April 2010 - Present
Philadelphia Security Insurance 2010 - Present
Shelter Insurance Companies August 2008 - April 2010
Triple L Builders September 2005 - August 2008
New York Life Insurance Company 2001 - 2004
Skills
Property & Casualty...
Education
Meridian Community College 1990 — 1992
Security Insurance Agency April 2010 - Present
Philadelphia Security Insurance 2010 - Present
Shelter Insurance Companies August 2008 - April 2010
Triple L Builders September 2005 - August 2008
New York Life Insurance Company 2001 - 2004
Skills
Property & Casualty...
Education
Meridian Community College 1990 — 1992
Glenda Penn's New York Life Insurance Company Experience 2010 - 2011
Job Insurance Agent at Combined Insurance
Industry Insurance
Experience
Combined Insurance August 2007 - Present
Mass Mutual Insurance May 2010 - January 2014
New York Life Insurance Company 2010 - 2011
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement, Term Life Insurance, Financial Planners, Mutual Funds
Education
Mercy College 1999 — 2005
Master's degree / Bachelor's of Science, Organizational Leadership / Law ie: Paralegal Studies
Combined Insurance August 2007 - Present
Mass Mutual Insurance May 2010 - January 2014
New York Life Insurance Company 2010 - 2011
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement, Term Life Insurance, Financial Planners, Mutual Funds
Education
Mercy College 1999 — 2005
Master's degree / Bachelor's of Science, Organizational Leadership / Law ie: Paralegal Studies
Bryan Jennings's New York Life Insurance Company Experience January 2005 - September 2007
Job Commercial Lender at First Federal Bank of LA
Industry Financial Services
Experience
First Federal Bank of LA March 2015 - Present
JPMorgan Chase September 2007 - March 2015
New York Life Insurance Company January 2005 - September 2007
East Texas Supply Co July 2001 - January 2005
Skills
Leadership, Team Building, Strategic Planning, Customer Service, Management, Business Strategy, Microsoft Office, Social Media, Sales Management, Negotiation, Financial Analysis
Education
McNeese State University 2001 — 2005
BS, Management, Double Major Marketing
First Federal Bank of LA March 2015 - Present
JPMorgan Chase September 2007 - March 2015
New York Life Insurance Company January 2005 - September 2007
East Texas Supply Co July 2001 - January 2005
Skills
Leadership, Team Building, Strategic Planning, Customer Service, Management, Business Strategy, Microsoft Office, Social Media, Sales Management, Negotiation, Financial Analysis
Education
McNeese State University 2001 — 2005
BS, Management, Double Major Marketing
Ken Kovacs's New York Life Insurance Company Experience 1997 - 2000
Job Chief Marketing Officer | Bacsi Enterprises LLC | Seeking New Growth Opportunities
Industry Marketing and Advertising
Experience
Bacsi Enterprises, LLC 2010 - Present
MassMutual Eastern Pennsylvania December 2012 - April 2015
Summit Financial Resources, Inc. 2002 - 2012
Mid Atlantic Resource Group 2001 - 2002
PricewaterhouseCoopers 2000 - 2001
New York Life Insurance Company 1997 - 2000
Skills
Marketing Communications, Strategic Planning, New Business Development, Call Center Mgt, CRM, Advertising, Copywriting, Life & Health Insurance..., Corporate Sponsorships, Mutual Funds, Fixed Annuities, College Funding..., Family Business..., Series 6 & 63 Licenses..., Estate Planning, Insurance, Telemarketing, Microsfot Office
Education
Messiah College 1991 — 1995
Bachelor of Science
The American College
CFP (Certified Financial Planner Certificant)
The American College 2013 — 2014
CFBS (Certified Family Business Specialist) Certificant
Bacsi Enterprises, LLC 2010 - Present
MassMutual Eastern Pennsylvania December 2012 - April 2015
Summit Financial Resources, Inc. 2002 - 2012
Mid Atlantic Resource Group 2001 - 2002
PricewaterhouseCoopers 2000 - 2001
New York Life Insurance Company 1997 - 2000
Skills
Marketing Communications, Strategic Planning, New Business Development, Call Center Mgt, CRM, Advertising, Copywriting, Life & Health Insurance..., Corporate Sponsorships, Mutual Funds, Fixed Annuities, College Funding..., Family Business..., Series 6 & 63 Licenses..., Estate Planning, Insurance, Telemarketing, Microsfot Office
Education
Messiah College 1991 — 1995
Bachelor of Science
The American College
CFP (Certified Financial Planner Certificant)
The American College 2013 — 2014
CFBS (Certified Family Business Specialist) Certificant
Osmond Powell's New York Life Insurance Company Experience
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Strategic Financial..., Small Business..., Retirement Income..., College Savings..., Marketing Strategy, Long Term Care Planning
Education
Mercy College 2000 — 2003
Bachelor of Science Degree, Business Administration
American Institute of Banking 1998 — 2000
Associates Degree, Banking
New York Life Insurance Company
Skills
Strategic Financial..., Small Business..., Retirement Income..., College Savings..., Marketing Strategy, Long Term Care Planning
Education
Mercy College 2000 — 2003
Bachelor of Science Degree, Business Administration
American Institute of Banking 1998 — 2000
Associates Degree, Banking
Jeanne Louther's New York Life Insurance Company Experience November 1983 - March 2000
Job Legal Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2005 - Present
New York Life Investment Management, LLC February 2004 - August 2005
Mitchell Hutchins April 2000 - February 2002
New York Life Insurance Company November 1983 - March 2000
New York Life Insurance Company October 1979 - October 1983
Skills
Estate Planning, Legal Research, Securities, Legal Writing
Education
Metropolitan College of New York 1995 — 1997
Bachelors of Professional Studies, Business Management
The Paralegal Institute 1983 — 1985
Certification, Paralegal Studies
TIAA-CREF September 2005 - Present
New York Life Investment Management, LLC February 2004 - August 2005
Mitchell Hutchins April 2000 - February 2002
New York Life Insurance Company November 1983 - March 2000
New York Life Insurance Company October 1979 - October 1983
Skills
Estate Planning, Legal Research, Securities, Legal Writing
Education
Metropolitan College of New York 1995 — 1997
Bachelors of Professional Studies, Business Management
The Paralegal Institute 1983 — 1985
Certification, Paralegal Studies
Brigitte Cunning's New York Life Insurance Company Experience October 2013 - Present
Job New York Life Agent helping to protect families in the Greater New York area.
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
Education
Mercer University 2012 — 2012
Early Childhood Education and Teaching
University of Houston - Clear Lake 2006 — 2012
Instructional Technology
New York Life Insurance Company October 2013 - Present
Education
Mercer University 2012 — 2012
Early Childhood Education and Teaching
University of Houston - Clear Lake 2006 — 2012
Instructional Technology
Christina Sierra's New York Life Insurance Company Experience February 2011 - August 2011
Job Clerical, Administrative, General Office, Data Entry
Industry Entertainment
Experience
Allergan September 2012 - January 2013
CEVA Logistics September 2011 - December 2011
New York Life Insurance Company February 2011 - August 2011
American Cancer Society March 2004 - April 2010
Travis Tile Sales July 1999 - February 2004
Gindler, Chappell, Morrison and Company January 1999 - April 1999
McLennan County Juvenile Probation August 1997 - October 1998
Education
Mclennan Community College
Certificate, Secretarial Training
Texas State Technical College Waco
Associate of Applied Science degree, Computer Science
Allergan September 2012 - January 2013
CEVA Logistics September 2011 - December 2011
New York Life Insurance Company February 2011 - August 2011
American Cancer Society March 2004 - April 2010
Travis Tile Sales July 1999 - February 2004
Gindler, Chappell, Morrison and Company January 1999 - April 1999
McLennan County Juvenile Probation August 1997 - October 1998
Education
Mclennan Community College
Certificate, Secretarial Training
Texas State Technical College Waco
Associate of Applied Science degree, Computer Science
Paul Suchyna's New York Life Insurance Company Experience January 2014 - Present
Job Sales agent at Liberty Mutual Insurance
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Mutual of Omaha January 2006 - December 2009
Education
Medaille College 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Niagara County Community College 1995 — 1998
Associates
North Tonawanda
New York Life Insurance Company January 2014 - Present
Mutual of Omaha January 2006 - December 2009
Education
Medaille College 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Niagara County Community College 1995 — 1998
Associates
North Tonawanda
Beth Smits's New York Life Insurance Company Experience July 1994 - November 1996
Job Marketing / Recruiting
Industry Marketing and Advertising
Experience
Bayport Builders Supply April 2002 - July 2012
VENDOR SURVEILLANCE CORPORATIONPP June 1998 - April 2002
Various Airports around the USA August 1991 - August 2000
Rogerson Aircraft January 1998 - June 1998
Culver Personnel November 1996 - December 1997
New York Life Insurance Company July 1994 - November 1996
Skills
Management
Education
Metropolitan State University of Denver 1989 — 1991
Bachelor of Science (BS), Aerospace Science, Professional Pilot Emphasis
Mercer County Community College 1986 — 1988
Associate of Science (AS), Aviation Flight Technology
Bayport Builders Supply April 2002 - July 2012
VENDOR SURVEILLANCE CORPORATIONPP June 1998 - April 2002
Various Airports around the USA August 1991 - August 2000
Rogerson Aircraft January 1998 - June 1998
Culver Personnel November 1996 - December 1997
New York Life Insurance Company July 1994 - November 1996
Skills
Management
Education
Metropolitan State University of Denver 1989 — 1991
Bachelor of Science (BS), Aerospace Science, Professional Pilot Emphasis
Mercer County Community College 1986 — 1988
Associate of Science (AS), Aviation Flight Technology
Cleo Hill's New York Life Insurance Company Experience October 1997 - Present
Job retired at New York Life Insurance Company
Industry Financial Services
David J. Curtis's New York Life Insurance Company Experience 1995 - 2004
Job Trust and Investment Officer at First United Bank and Trust
Industry Financial Services
Experience
First United Bank and Trust 2014 - Present
PNC Wealth Management 2004 - 2013
New York Life Insurance Company 1995 - 2004
Mercyhurst University August 1983 - 1995
Skills
Investments, Wealth Management, Mutual Funds, Insurance, Fixed Annuities, Financial Services, Finance, Banking, Retirement, Life Insurance, Leadership, Estate Planning, Financial Advisory, Sales, Wealth, Investment Management, Financial Planners, New Business Development, High Net Worth..., Disability Insurance
Education
Mercyhurst University 1981 — 1985
Bachelor of Business Administration (BBA)
Mercyhurst University
us, Business Administration and Management, General
Mercyhurst University
Bachelor of Business Administration (B.B.A.)
First United Bank and Trust 2014 - Present
PNC Wealth Management 2004 - 2013
New York Life Insurance Company 1995 - 2004
Mercyhurst University August 1983 - 1995
Skills
Investments, Wealth Management, Mutual Funds, Insurance, Fixed Annuities, Financial Services, Finance, Banking, Retirement, Life Insurance, Leadership, Estate Planning, Financial Advisory, Sales, Wealth, Investment Management, Financial Planners, New Business Development, High Net Worth..., Disability Insurance
Education
Mercyhurst University 1981 — 1985
Bachelor of Business Administration (BBA)
Mercyhurst University
us, Business Administration and Management, General
Mercyhurst University
Bachelor of Business Administration (B.B.A.)
Christopher Colello's New York Life Insurance Company Experience February 2009 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2009 - Present
Worldwide Express March 2008 - September 2008
Education
Mercy College
Bachelor's degree, Criminal Justice
New York Life Insurance Company February 2009 - Present
Worldwide Express March 2008 - September 2008
Education
Mercy College
Bachelor's degree, Criminal Justice
Derek Dunham's New York Life Insurance Company Experience May 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Lucxon Group February 2006 - April 2014
Dell May 1997 - January 2006
Dell September 1996 - May 1997
Electronics Boutique (merged with Gamestop) September 1993 - April 1996
Education
Miami Dade College 1990 — 1992
Associate of Arts (A.A.), Marketing
New York Life Insurance Company May 2014 - Present
Lucxon Group February 2006 - April 2014
Dell May 1997 - January 2006
Dell September 1996 - May 1997
Electronics Boutique (merged with Gamestop) September 1993 - April 1996
Education
Miami Dade College 1990 — 1992
Associate of Arts (A.A.), Marketing