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.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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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
Erica Boose Erica Boose's New York Life Insurance Company Experience January 2010 - May 2010
Job Sales Account Manager, Japanese OEM's
Industry Plastics
Experience
Continental Structural Plastics March 2014 - Present
Imagination Publishing November 2012 - March 2014
Paragon D&E May 2010 - November 2012
New York Life Insurance Company January 2010 - May 2010
Alpha Omicron Pi January 2009 - May 2010
Auntie Anne's, Inc. November 2008 - May 2010
OtterBase 2010 - 2010
Skills
Microsoft Office, Epicor, Financial Accounting, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Forecasting, Process Improvement, Teamwork, Facebook, Event Planning, Customer Service, Social Media, Time Management, Research, Social Networking, Social Media Marketing, Sales, Marketing Strategy, Management, Human Resources, Data Analysis, Account Management
Education
Michigan State University 2006 — 2010
Bachelors, Finance
John Cabot University of Rome 2009 — 2009
Art History & Italian
Continental Structural Plastics March 2014 - Present
Imagination Publishing November 2012 - March 2014
Paragon D&E May 2010 - November 2012
New York Life Insurance Company January 2010 - May 2010
Alpha Omicron Pi January 2009 - May 2010
Auntie Anne's, Inc. November 2008 - May 2010
OtterBase 2010 - 2010
Skills
Microsoft Office, Epicor, Financial Accounting, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Forecasting, Process Improvement, Teamwork, Facebook, Event Planning, Customer Service, Social Media, Time Management, Research, Social Networking, Social Media Marketing, Sales, Marketing Strategy, Management, Human Resources, Data Analysis, Account Management
Education
Michigan State University 2006 — 2010
Bachelors, Finance
John Cabot University of Rome 2009 — 2009
Art History & Italian
Bobbi Campbell, CLU Bobbi Campbell, CLU's New York Life Insurance Company Experience July 2004 - March 2008
Job Agent State Farm Insurance
Industry Insurance
Experience
State Farm January 2015 - Present
State Farm Insurance April 2012 - December 2014
Sysco Foods March 2008 - April 2012
New York Life Insurance Company July 2004 - March 2008
Skills
Insurance, Training, Marketing Strategy, Leadership, Building Relationships, Financial Services, Project Management, Business Networking, Sales Process, General Insurance, Marketing, Relationship Building, Sales, Customer Service
Education
Mid-Plains Community College
Business Administration and Management, General
The American College 2005 — 2014
LUTCF, Enrolled CLU
Lewellen Rural High School
State Farm January 2015 - Present
State Farm Insurance April 2012 - December 2014
Sysco Foods March 2008 - April 2012
New York Life Insurance Company July 2004 - March 2008
Skills
Insurance, Training, Marketing Strategy, Leadership, Building Relationships, Financial Services, Project Management, Business Networking, Sales Process, General Insurance, Marketing, Relationship Building, Sales, Customer Service
Education
Mid-Plains Community College
Business Administration and Management, General
The American College 2005 — 2014
LUTCF, Enrolled CLU
Lewellen Rural High School
Harry DelaCruz Harry DelaCruz's New York Life Insurance Company Experience January 2005 - January 2007
Job Technician at E Systems Technology
Industry Medical Devices
Experience
E-Sytems Technology September 2007 - Present
New York Life Insurance Company January 2005 - January 2007
Skills
Medical Laser Devices, Medical Devices, Troubleshooting, Assembly Lines, Sales, Analysis, Marketing, Customer Service, Management
Education
Milpitas High School
High School/Secondary Diplomas and Certificates
Mission College
major
E-Sytems Technology September 2007 - Present
New York Life Insurance Company January 2005 - January 2007
Skills
Medical Laser Devices, Medical Devices, Troubleshooting, Assembly Lines, Sales, Analysis, Marketing, Customer Service, Management
Education
Milpitas High School
High School/Secondary Diplomas and Certificates
Mission College
major
Jordan Lawrence's New York Life Insurance Company Experience July 2014 - Present
Job New York Life Agent helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
AT&T Mobility October 2004 - June 2014
Skills
Sales, Marketing, Cold Calling, Direct Sales, Team Leadership, Management, Microsoft Office, Customer Retention, Account Management, Sales Operations, Customer Satisfaction, Leadership, Customer Service
Education
North West Shoals 2000 — 2002
Associates, Business, Management, Marketing, and Related Support Services
Middle Tennessee State University
Business, Management, Marketing, and Related Support Services
New York Life Insurance Company July 2014 - Present
AT&T Mobility October 2004 - June 2014
Skills
Sales, Marketing, Cold Calling, Direct Sales, Team Leadership, Management, Microsoft Office, Customer Retention, Account Management, Sales Operations, Customer Satisfaction, Leadership, Customer Service
Education
North West Shoals 2000 — 2002
Associates, Business, Management, Marketing, and Related Support Services
Middle Tennessee State University
Business, Management, Marketing, and Related Support Services
Corey Dunn Corey Dunn's New York Life Insurance Company Experience April 2011 - December 2012
Job Sr. Lender at Springleaf Financial Setvices
Industry Financial Services
Experience
Springleaf Financial Services December 2012 - Present
New York Life Insurance Company April 2011 - December 2012
Regions Financial Corporation April 1999 - April 2011
Skills
Insurance, Finance, Customer Service, Sales, Management, Fixed Annuities, Banking, Credit, Financial Services, Investments, Life Insurance, Loans, Mortgage Lending, Underwriting
Education
Mid-Continent University 2006 — 2008
Bachelor's Degree, Business Administration and Management, General, 3.4
Springleaf Financial Services December 2012 - Present
New York Life Insurance Company April 2011 - December 2012
Regions Financial Corporation April 1999 - April 2011
Skills
Insurance, Finance, Customer Service, Sales, Management, Fixed Annuities, Banking, Credit, Financial Services, Investments, Life Insurance, Loans, Mortgage Lending, Underwriting
Education
Mid-Continent University 2006 — 2008
Bachelor's Degree, Business Administration and Management, General, 3.4
Jonathan Blair's New York Life Insurance Company Experience June 2012 - November 2014
Job Helping Individuals and Families Approach a Confident Retirement
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
NYLIFE Securities LLC June 2013 - November 2014
New York Life Insurance Company June 2012 - November 2014
Congressman Gregg Harper May 2011 - August 2011
State Bank & Trust Company May 2010 - August 2010
Skills
Life Insurance, Public Speaking, Wealth Preservation..., Estate Planning, Term Life Insurance, 401k Rollovers, Creative Problem Solving, Small Business, Succession Planning, Asset Protection, Buy- Sell Agreements, Charitable Giving, Education Funding..., Key Person Insurance, Licensed in Long Term..., Supplements to Employee..., Retirement Planning, Retirement, Employee Benefits, PowerPoint, IRAs
Education
Mississippi State University 2008 — 2012
Bachelor's Degree, Risk Management, Insurance, & Financial Planning
Brookhaven Academy 1995 — 2008
Ameriprise Financial Services, Inc. June 2015 - Present
NYLIFE Securities LLC June 2013 - November 2014
New York Life Insurance Company June 2012 - November 2014
Congressman Gregg Harper May 2011 - August 2011
State Bank & Trust Company May 2010 - August 2010
Skills
Life Insurance, Public Speaking, Wealth Preservation..., Estate Planning, Term Life Insurance, 401k Rollovers, Creative Problem Solving, Small Business, Succession Planning, Asset Protection, Buy- Sell Agreements, Charitable Giving, Education Funding..., Key Person Insurance, Licensed in Long Term..., Supplements to Employee..., Retirement Planning, Retirement, Employee Benefits, PowerPoint, IRAs
Education
Mississippi State University 2008 — 2012
Bachelor's Degree, Risk Management, Insurance, & Financial Planning
Brookhaven Academy 1995 — 2008
James (Bo) Sutton James (Bo) Sutton's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC August 2012 - Present
New York Life Insurance Company July 2012 - Present
Engineering Association, Inc. June 2001 - May 2012
Tennessee Valley Authority January 2001 - May 2001
Skills
401k Rollovers, Annuity Sales, Insurance, Estate Planning, Gifting Strategies, Wealth Preservation..., Protection..., Multi-Generational..., Multi-Generational..., Licensed Life Insurance..., Legacies, Key Person Protection
Education
University of Tennessee-Knoxville 2004 — 2007
Masters, Public Administration
Middle Tennessee State University 1995 — 2000
Bachelors, Political Science
NYLIFE Securities LLC August 2012 - Present
New York Life Insurance Company July 2012 - Present
Engineering Association, Inc. June 2001 - May 2012
Tennessee Valley Authority January 2001 - May 2001
Skills
401k Rollovers, Annuity Sales, Insurance, Estate Planning, Gifting Strategies, Wealth Preservation..., Protection..., Multi-Generational..., Multi-Generational..., Licensed Life Insurance..., Legacies, Key Person Protection
Education
University of Tennessee-Knoxville 2004 — 2007
Masters, Public Administration
Middle Tennessee State University 1995 — 2000
Bachelors, Political Science
Zach Piper Zach Piper's New York Life Insurance Company Experience June 2011 - November 2011
Job Vehicles Nashville LLC
Industry Automotive
Experience
Vehicles Nashville LLC January 2014 - Present
Hudson Toyota Chrysler Dodge Jeep RAM November 2011 - January 2014
New York Life Insurance Company June 2011 - November 2011
Skills
Sales, Customer Service, Cold Calling, Finance, Accounting, Marketing, Online Marketing, Online Advertising, Vendor Relationships, Automotive, Management, Sales Process
Education
Middle Tennessee State University 2007 — 2011
Bachelor's degree, Psychology
Hendersonville High School 2002 — 2005
Vehicles Nashville LLC January 2014 - Present
Hudson Toyota Chrysler Dodge Jeep RAM November 2011 - January 2014
New York Life Insurance Company June 2011 - November 2011
Skills
Sales, Customer Service, Cold Calling, Finance, Accounting, Marketing, Online Marketing, Online Advertising, Vendor Relationships, Automotive, Management, Sales Process
Education
Middle Tennessee State University 2007 — 2011
Bachelor's degree, Psychology
Hendersonville High School 2002 — 2005
Cindy Wade Cindy Wade's New York Life Insurance Company Experience October 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Northwestern Mutual October 2013 - October 2014
Northwestern Mutual June 2012 - October 2013
Northwestern Mutual (contractor) June 2011 - June 2012
Mary Kay Cosmetics October 2008 - July 2011
Skills
Customer Service
Education
Midwestern State University 1985 — 1991
Business/Education
New York Life Insurance Company October 2014 - Present
Northwestern Mutual October 2013 - October 2014
Northwestern Mutual June 2012 - October 2013
Northwestern Mutual (contractor) June 2011 - June 2012
Mary Kay Cosmetics October 2008 - July 2011
Skills
Customer Service
Education
Midwestern State University 1985 — 1991
Business/Education
Audriana Smith Audriana Smith's New York Life Insurance Company Experience March 2014 - April 2015
Job Field Marketing Specialist
Industry Medical Devices
Experience
Life Spine May 2015 - Present
New York Life Insurance Company March 2014 - April 2015
Lincare Holdings, Inc July 2013 - February 2014
Mississippi College August 2012 - May 2013
CITGO Petroleum May 2008 - August 2008
Skills
Sales, Customer Satisfaction, 401(k) Rollovers, Account Management, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding..., Small Business, Supplements to Employee..., Family Security, Time Management, Data Analysis, Insurance, Analysis, Healthcare, Finance, Customer Service, Wealth Preservation..., Event Planning, Sales Management, Public Speaking, Microsoft Office
Education
Mississippi College 2010 — 2012
Master of Science (M.S.), Medical Clinical Sciences/Graduate Medical Studies
Mississippi State University 2006 — 2010
Bachelor of Science (B.S.), Chemical Engineering, Biomolecular Engineering Concentration
Life Spine May 2015 - Present
New York Life Insurance Company March 2014 - April 2015
Lincare Holdings, Inc July 2013 - February 2014
Mississippi College August 2012 - May 2013
CITGO Petroleum May 2008 - August 2008
Skills
Sales, Customer Satisfaction, 401(k) Rollovers, Account Management, Charitable Gift Planning, Asset Protection, Buy-sell Agreements, Education Funding..., Small Business, Supplements to Employee..., Family Security, Time Management, Data Analysis, Insurance, Analysis, Healthcare, Finance, Customer Service, Wealth Preservation..., Event Planning, Sales Management, Public Speaking, Microsoft Office
Education
Mississippi College 2010 — 2012
Master of Science (M.S.), Medical Clinical Sciences/Graduate Medical Studies
Mississippi State University 2006 — 2010
Bachelor of Science (B.S.), Chemical Engineering, Biomolecular Engineering Concentration
Brad McMahan Brad McMahan's New York Life Insurance Company Experience July 2005 - September 2006
Job Internet Marketing Director at Howard Wilson Chrysler Jeep Dodge
Industry Marketing and Advertising
Experience
Howard Wilson Chrysler Jeep Dodge December 2010 - Present
Apple Inc. March 2010 - December 2010
Mississippi College August 2008 - May 2010
KalosTech, Inc. July 2007 - August 2009
UserFriendly, Inc. April 2008 - August 2008
Cups: an Espresso Cafe September 2006 - May 2008
New York Life Insurance Company July 2005 - September 2006
Courthouse Racquet and Fitness Club July 2004 - August 2005
Skills
Customer Service, Social Media, Online Marketing, Facebook, SEM, Sales Management, Direct Sales, Inside Sales, Sales Process, Email Marketing, Vides SEO, Online Video, Video, Online Advertising, Web Video, Social Media Marketing, New Business Development, Sales, Leadership, Marketing, Marketing Strategy, Customer Retention, Google Adwords, Social Networking, Management, Time Management, Small Business
Education
Reformed Theological Seminary 2007 — 2009
M.A., Theology
Mississippi College 1999 — 2003
B.S., Psychology
Howard Wilson Chrysler Jeep Dodge December 2010 - Present
Apple Inc. March 2010 - December 2010
Mississippi College August 2008 - May 2010
KalosTech, Inc. July 2007 - August 2009
UserFriendly, Inc. April 2008 - August 2008
Cups: an Espresso Cafe September 2006 - May 2008
New York Life Insurance Company July 2005 - September 2006
Courthouse Racquet and Fitness Club July 2004 - August 2005
Skills
Customer Service, Social Media, Online Marketing, Facebook, SEM, Sales Management, Direct Sales, Inside Sales, Sales Process, Email Marketing, Vides SEO, Online Video, Video, Online Advertising, Web Video, Social Media Marketing, New Business Development, Sales, Leadership, Marketing, Marketing Strategy, Customer Retention, Google Adwords, Social Networking, Management, Time Management, Small Business
Education
Reformed Theological Seminary 2007 — 2009
M.A., Theology
Mississippi College 1999 — 2003
B.S., Psychology
Anna Muse Moses's New York Life Insurance Company Experience December 2011 - Present
Job Agent New York Life
Industry Insurance
Experience
New York Life Insurance Company December 2011 - Present
BNI December 2012 - Present
MWI Veterinary Supply June 2008 - February 2011
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Whole Life, Term Life Insurance, College Savings Plans, Buy-sell Agreements, Key Man Insurance, Universal Life, Guaranteed Lifetime..., Group Insurance, Employee Benefits, Tax diversification, 401k Rollovers, Tax, Gifting Strategies, Licensed in Long-Term..., Supplements to Employee..., Insurance, Sales, Account Management, Customer Service, Team Building, Strategic Planning
Education
Mississippi State University 2004 — 2006
Bachelors of Science, Minor in Business
Mississippi Delta Community College 2002 — 2004
Associate of Arts (A.A.)
New York Life Insurance Company December 2011 - Present
BNI December 2012 - Present
MWI Veterinary Supply June 2008 - February 2011
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Whole Life, Term Life Insurance, College Savings Plans, Buy-sell Agreements, Key Man Insurance, Universal Life, Guaranteed Lifetime..., Group Insurance, Employee Benefits, Tax diversification, 401k Rollovers, Tax, Gifting Strategies, Licensed in Long-Term..., Supplements to Employee..., Insurance, Sales, Account Management, Customer Service, Team Building, Strategic Planning
Education
Mississippi State University 2004 — 2006
Bachelors of Science, Minor in Business
Mississippi Delta Community College 2002 — 2004
Associate of Arts (A.A.)
David Eddy David Eddy's New York Life Insurance Company Experience November 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company November 2013 - Present
Skills
Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Missouri Southern State University 2006 — 2010
Bachelor of Science (BS), Marketing/Marketing Management, General
Carl Junction High
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company November 2013 - Present
Skills
Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Missouri Southern State University 2006 — 2010
Bachelor of Science (BS), Marketing/Marketing Management, General
Carl Junction High
Joseph Duke's New York Life Insurance Company Experience May 2013 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
Ascend Federal Credit Union July 2009 - July 2013
Education
Middle Tennessee State University
New York Life Insurance Company May 2013 - Present
Ascend Federal Credit Union July 2009 - July 2013
Education
Middle Tennessee State University
Lori Salmon Lori Salmon's New York Life Insurance Company Experience October 2010 - November 2013
Job Life Marketing Specialist at North American Company Tastefully Simple Consultant
Industry Financial Services
Experience
North American Company November 2013 - Present
New York Life Insurance Company October 2010 - November 2013
Alerus Financial June 2004 - October 2009
Skills
Customer Service, IRAs, Microsoft Office, Retirement, Life Insurance, Long Term Care Insurance, Long-term Care, Office Management, Investments, Retirement Planning, Mutual Funds, Microsoft Word, Fixed Annuities, Strategic Financial..., Series 6
Education
Minnesota State University, Moorhead 1990 — 1992
Bachelor's degree, Finance, General
North American Company November 2013 - Present
New York Life Insurance Company October 2010 - November 2013
Alerus Financial June 2004 - October 2009
Skills
Customer Service, IRAs, Microsoft Office, Retirement, Life Insurance, Long Term Care Insurance, Long-term Care, Office Management, Investments, Retirement Planning, Mutual Funds, Microsoft Word, Fixed Annuities, Strategic Financial..., Series 6
Education
Minnesota State University, Moorhead 1990 — 1992
Bachelor's degree, Finance, General
Brett Feldman Brett Feldman's New York Life Insurance Company Experience April 2011 - March 2012
Job Underwriter Trainee Excess Risk Reinsurance
Industry Insurance
Experience
Ironshore Insurance April 2015 - Present
Ironshore Insurance - Excess Risk Reinsurance September 2013 - March 2015
Raymond James March 2013 - September 2013
Southern Farm Bureau Life Insurance August 2012 - February 2013
New York Life Insurance Company April 2011 - March 2012
Skills
Retirement Planning, New Business Development, Financial Statement..., Financial Analysis, Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Equities, Series 6, 401k, Bonds, Credit Analysis, Investment Strategies, Wealth Management, Investment Advisory, Investment Management, Microsoft Excel, Underwriting
Education
Millsaps College 2015 — 2017
Master of Business Administration (M.B.A.)
Mississippi State University 2009 — 2011
Bachelor of Business Administration, Finance
Ironshore Insurance April 2015 - Present
Ironshore Insurance - Excess Risk Reinsurance September 2013 - March 2015
Raymond James March 2013 - September 2013
Southern Farm Bureau Life Insurance August 2012 - February 2013
New York Life Insurance Company April 2011 - March 2012
Skills
Retirement Planning, New Business Development, Financial Statement..., Financial Analysis, Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Equities, Series 6, 401k, Bonds, Credit Analysis, Investment Strategies, Wealth Management, Investment Advisory, Investment Management, Microsoft Excel, Underwriting
Education
Millsaps College 2015 — 2017
Master of Business Administration (M.B.A.)
Mississippi State University 2009 — 2011
Bachelor of Business Administration, Finance
David Rochelero, MS Spanish's New York Life Insurance Company Experience November 2014 - Present
Job English<>Spanish Translator, Bilingual Interviewer at New York Life Insurance
Industry Translation and Localization
Experience
New York Life Insurance Company November 2014 - Present
Essential Spanish Translations, LLC March 2012 - Present
State Farm Insurance March 2013 - December 2013
Intermón Oxfam March 2012 - September 2012
Normandale Community College August 2011 - December 2011
Normandale Community College January 2005 - December 2011
Park Nicollet Clinics January 2007 - July 2011
Essential Spanish Language Services February 2009 - February 2009
Skills
Fluent in Spanish, Designing curricula for..., Teaching Spanish, Translation Services, Interpreter, Proof-reading, Text Editing, Translation, Spanish, Teaching, Curriculum Design, Editing, Proofreading, English, Public Speaking, Legal Translation, Publishing, Spanish-speaking, Intercultural..., Language Teaching, Literature, Foreign Languages
Education
Minnesota State University, Mankato 2009 — 2011
Masters, Spanish, 3.93
Minnesota State University, Mankato 1982 — 1986
Bachelor of Science, Spanish
New York Life Insurance Company November 2014 - Present
Essential Spanish Translations, LLC March 2012 - Present
State Farm Insurance March 2013 - December 2013
Intermón Oxfam March 2012 - September 2012
Normandale Community College August 2011 - December 2011
Normandale Community College January 2005 - December 2011
Park Nicollet Clinics January 2007 - July 2011
Essential Spanish Language Services February 2009 - February 2009
Skills
Fluent in Spanish, Designing curricula for..., Teaching Spanish, Translation Services, Interpreter, Proof-reading, Text Editing, Translation, Spanish, Teaching, Curriculum Design, Editing, Proofreading, English, Public Speaking, Legal Translation, Publishing, Spanish-speaking, Intercultural..., Language Teaching, Literature, Foreign Languages
Education
Minnesota State University, Mankato 2009 — 2011
Masters, Spanish, 3.93
Minnesota State University, Mankato 1982 — 1986
Bachelor of Science, Spanish
Colin Eden Colin Eden's New York Life Insurance Company Experience May 2014 - August 2014
Job Financial Analyst at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin July 2015 - Present
Office of The State Treasurer of Mississippi February 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
Rob Peebles LLC October 2012 - December 2012
Skills
Sales, Time Management, Marketing, Social Networking, Microsoft Excel, Point of Purchase, Cashiering, Analytics, Customer Retention, Access Database, Information Systems
Education
Mississippi College 2011 — 2015
Bachelor of Science, Business Administration (B.S.B.A), Finance, General, 3.6 Cumulative
Lockheed Martin July 2015 - Present
Office of The State Treasurer of Mississippi February 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
Rob Peebles LLC October 2012 - December 2012
Skills
Sales, Time Management, Marketing, Social Networking, Microsoft Excel, Point of Purchase, Cashiering, Analytics, Customer Retention, Access Database, Information Systems
Education
Mississippi College 2011 — 2015
Bachelor of Science, Business Administration (B.S.B.A), Finance, General, 3.6 Cumulative
Kelly Jahner Kelly Jahner's New York Life Insurance Company Experience January 2013 - Present
Job Owner, Premier Financial Group, Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Premier Financial Group January 2013 - Present
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company June 2010 - January 2013
New York Life Insurance Company October 2007 - June 2010
Northland Healthcare Alliance September 2005 - October 2007
ND Department of Commerce - ND Development Fund August 2000 - September 2005
Skills
Licensed Life Insurance..., Retirement Planning, Insurance, Retirement, Investments, Life Insurance, Term Life Insurance, 401k Rollovers, Asset Protection, IRA Rollovers, Education Funding..., Lifetime Income..., Permanent Life Insurance, Buy-sell Agreements, Life Insurance..., Licensed in Long Term..., Estate Planning, Business Insurance..., Financial Services, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Legacy Planning, Multi-generational..., Personal Finance, Protection..., Wealth Transfer..., Wealth Preservation..., Supplements to Employee..., Problem Solving, Charitable Giving, Leadership
Education
University of Mary 2003 — 2005
Master of Business Administration (M.B.A.)
Minot State University 1997 — 1998
Bachelor's degree, Business Management
Jamestown College 1994 — 1996
Undergraduate, Business Administration and Management, General
Premier Financial Group January 2013 - Present
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company June 2010 - January 2013
New York Life Insurance Company October 2007 - June 2010
Northland Healthcare Alliance September 2005 - October 2007
ND Department of Commerce - ND Development Fund August 2000 - September 2005
Skills
Licensed Life Insurance..., Retirement Planning, Insurance, Retirement, Investments, Life Insurance, Term Life Insurance, 401k Rollovers, Asset Protection, IRA Rollovers, Education Funding..., Lifetime Income..., Permanent Life Insurance, Buy-sell Agreements, Life Insurance..., Licensed in Long Term..., Estate Planning, Business Insurance..., Financial Services, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Legacy Planning, Multi-generational..., Personal Finance, Protection..., Wealth Transfer..., Wealth Preservation..., Supplements to Employee..., Problem Solving, Charitable Giving, Leadership
Education
University of Mary 2003 — 2005
Master of Business Administration (M.B.A.)
Minot State University 1997 — 1998
Bachelor's degree, Business Management
Jamestown College 1994 — 1996
Undergraduate, Business Administration and Management, General
Elizabeth Rothwell Elizabeth Rothwell's New York Life Insurance Company Experience December 2012 - June 2013
Job Sales Representative at Columbus Sign Co.
Industry Graphic Design
Experience
Columbus Sign Co. June 2013 - Present
New York Life Insurance Company December 2012 - June 2013
American Income Life, Surace-Smith Agency August 2012 - October 2012
Mississippi State University August 2010 - December 2011
ARAMARK August 2009 - May 2011
Mississippi State University Athletics August 2008 - April 2010
Pacer International May 2009 - August 2009
Skills
Promotions, Event Management, Advertising, Administration, Direct Sales, Marketing, Marketing Management, Direct Marketing, Management, Project Planning, Sales, Event Planning, Customer Service, Social Networking, Social Media, Leadership, Public Relations, Social Media Marketing
Education
Mississippi State University 2010 — 2011
MBA, Business Administration with a Minor in Sports Administration
Mississippi State University - College of Business and Industry 2006 — 2010
Bachelor, Marketing
Columbus Sign Co. June 2013 - Present
New York Life Insurance Company December 2012 - June 2013
American Income Life, Surace-Smith Agency August 2012 - October 2012
Mississippi State University August 2010 - December 2011
ARAMARK August 2009 - May 2011
Mississippi State University Athletics August 2008 - April 2010
Pacer International May 2009 - August 2009
Skills
Promotions, Event Management, Advertising, Administration, Direct Sales, Marketing, Marketing Management, Direct Marketing, Management, Project Planning, Sales, Event Planning, Customer Service, Social Networking, Social Media, Leadership, Public Relations, Social Media Marketing
Education
Mississippi State University 2010 — 2011
MBA, Business Administration with a Minor in Sports Administration
Mississippi State University - College of Business and Industry 2006 — 2010
Bachelor, Marketing
Jesse M. Carver Jesse M. Carver's New York Life Insurance Company Experience February 2012 - Present
Job Financial Planner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
Sports Center August 2009 - February 2012
Skills
Life Insurance, Sales, Long Term Care Insurance, Microsoft Office, Management, Cross Selling, Microsoft Excel, Risk Management, Microsoft Word, Leadership, Training, Finance, 401k Rollovers, Financial Analysis, Public Relations, Health Insurance
Education
Mississippi State University 2003 — 2008
Bachelor's Degree, Fitness Administration/Management
New York Life Insurance Company February 2012 - Present
Sports Center August 2009 - February 2012
Skills
Life Insurance, Sales, Long Term Care Insurance, Microsoft Office, Management, Cross Selling, Microsoft Excel, Risk Management, Microsoft Word, Leadership, Training, Finance, 401k Rollovers, Financial Analysis, Public Relations, Health Insurance
Education
Mississippi State University 2003 — 2008
Bachelor's Degree, Fitness Administration/Management
Jeremy Morgan's New York Life Insurance Company Experience June 2014 - Present
Job Dedicated father helping familes provide financial security and peace of mind
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
Life Time Fitness May 2009 - May 2014
Life Time Fitness March 2006 - October 2013
Skills
Leadership, Sales, Time Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Retirement, Problem Solving, 401(k) Rollovers, Small Business, Public Speaking, Insurance, Education Funding..., Legacy Planning, Lifetime Income..., Grandchild Gifting, Customer Service, Finance, Fitness Consulting, Fitness Training, Social Networking, Sports Nutrition, Training, Weight Training, Wellness Coaching, Microsoft Office, Nutritional Counseling
Education
Midwestern State University 1993 — 1998
Health Fitness Management, Kinesiology and Exercise Science
Holliday
Holliday
New York Life Insurance Company June 2014 - Present
Life Time Fitness May 2009 - May 2014
Life Time Fitness March 2006 - October 2013
Skills
Leadership, Sales, Time Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Retirement, Problem Solving, 401(k) Rollovers, Small Business, Public Speaking, Insurance, Education Funding..., Legacy Planning, Lifetime Income..., Grandchild Gifting, Customer Service, Finance, Fitness Consulting, Fitness Training, Social Networking, Sports Nutrition, Training, Weight Training, Wellness Coaching, Microsoft Office, Nutritional Counseling
Education
Midwestern State University 1993 — 1998
Health Fitness Management, Kinesiology and Exercise Science
Holliday
Holliday
Robin Hofheinz Robin Hofheinz's New York Life Insurance Company Experience September 2008 - January 2010
Job President at Financial Transitions Group LLC
Industry Financial Services
Experience
Financial Transistions Group LLC July 2012 - Present
Euclid Financial Services LLC January 2010 - July 2012
New York Life Insurance Company September 2008 - January 2010
Skills
Business Services, Financial Planners, Retirement Planning, Qualified Retirement..., 401k Rollovers, 403b Rollovers, IRAs, Roth IRA, Simple IRA, Traditional IRA, Fixed Annuities, Indexed Annuities, Long-term Care, Disability Insurance, Licensed Life Insurance..., Income for Life, Term Life Insurance, Permanent Life Insurance, Strategic Financial..., Financial Analysis, Cash Flow Reviews, Individual Pension Plans, Pension Evaluations, Transitional Solutions, Income Protection, income Optimization, Safe Money, Asset Protection, Group Insurance, Life Transitions, Money, Reviews, Long Term Care Insurance, Small Business, 401k, Retirement, Estate Planning, Life Insurance, Insurance, Financial Services, Pensions, Finance, Financial Advisory, Wealth
Education
Hasting's College of the Law 1985 — 1987
Mills College 1981 — 1985
Bachelor of Arts (B.A.)
University of San Francisco
Development Director Certificate, Fundraising
Financial Transistions Group LLC July 2012 - Present
Euclid Financial Services LLC January 2010 - July 2012
New York Life Insurance Company September 2008 - January 2010
Skills
Business Services, Financial Planners, Retirement Planning, Qualified Retirement..., 401k Rollovers, 403b Rollovers, IRAs, Roth IRA, Simple IRA, Traditional IRA, Fixed Annuities, Indexed Annuities, Long-term Care, Disability Insurance, Licensed Life Insurance..., Income for Life, Term Life Insurance, Permanent Life Insurance, Strategic Financial..., Financial Analysis, Cash Flow Reviews, Individual Pension Plans, Pension Evaluations, Transitional Solutions, Income Protection, income Optimization, Safe Money, Asset Protection, Group Insurance, Life Transitions, Money, Reviews, Long Term Care Insurance, Small Business, 401k, Retirement, Estate Planning, Life Insurance, Insurance, Financial Services, Pensions, Finance, Financial Advisory, Wealth
Education
Hasting's College of the Law 1985 — 1987
Mills College 1981 — 1985
Bachelor of Arts (B.A.)
University of San Francisco
Development Director Certificate, Fundraising
Rob Hendrickson CLU, ChFC, CASL, LUTCF, CLTC Rob Hendrickson CLU, ChFC, CASL, LUTCF, CLTC's New York Life Insurance Company Experience 2012 - 2014
Job Agency Intern at State Farm
Industry Financial Services
Experience
State Farm 2015 - Present
Eagle Financial Educators, LLC 2007 - 2015
New York Life Insurance Company 2012 - 2014
Eagle Strategies, LLC 2009 - 2012
New York Life Insurance Company October 2009 - September 2010
Northwestern Mutual 2007 - 2009
JPMorgan Chase 2006 - 2007
Skills
Leadership, Training, Fundraising, Insurance, Employee Benefits, Sales, Long-term Care, Financial Services, Mentoring, Health Insurance, Term Life Insurance, Management, Life Insurance, Retirement Planning, Recruiting, Financial Planning, Public Speaking
Education
Missouri State University 2006 — 2008
MM, Music Composition
University of Washington 1998 — 2002
BA/BM, Music Education
State Farm 2015 - Present
Eagle Financial Educators, LLC 2007 - 2015
New York Life Insurance Company 2012 - 2014
Eagle Strategies, LLC 2009 - 2012
New York Life Insurance Company October 2009 - September 2010
Northwestern Mutual 2007 - 2009
JPMorgan Chase 2006 - 2007
Skills
Leadership, Training, Fundraising, Insurance, Employee Benefits, Sales, Long-term Care, Financial Services, Mentoring, Health Insurance, Term Life Insurance, Management, Life Insurance, Retirement Planning, Recruiting, Financial Planning, Public Speaking
Education
Missouri State University 2006 — 2008
MM, Music Composition
University of Washington 1998 — 2002
BA/BM, Music Education
Patricia Lynn Patricia Lynn's New York Life Insurance Company Experience May 2013 - September 2014
Job Producer at Farmers Insurance, The Howell Insurance Agency
Industry Insurance
Experience
Farmers Insurance, The Howell Insurance Agency August 2015 - Present
Bishop Insurance Services September 2014 - July 2015
New York Life Insurance Company May 2013 - September 2014
Ad-In Design August 2012 - June 2013
The Mississippi Press 2010 - April 2013
McAleers Office Furniture November 2005 - November 2010
Singing River Health System March 1995 - September 2005
Skills
Insurance, Time Management, Licensed Life Insurance..., Thought Leadership, Wealth Preservation..., Multitasking Skills, Property & Casualty..., Commercial Insurance
Education
Mississippi State University 1986 — 1989
Bachelor's degree, Home Economics/Interior Design
Pascagoula High School 1981 — 1985
Farmers Insurance, The Howell Insurance Agency August 2015 - Present
Bishop Insurance Services September 2014 - July 2015
New York Life Insurance Company May 2013 - September 2014
Ad-In Design August 2012 - June 2013
The Mississippi Press 2010 - April 2013
McAleers Office Furniture November 2005 - November 2010
Singing River Health System March 1995 - September 2005
Skills
Insurance, Time Management, Licensed Life Insurance..., Thought Leadership, Wealth Preservation..., Multitasking Skills, Property & Casualty..., Commercial Insurance
Education
Mississippi State University 1986 — 1989
Bachelor's degree, Home Economics/Interior Design
Pascagoula High School 1981 — 1985
DeAngela Brooks DeAngela Brooks's New York Life Insurance Company Experience February 2007 - April 2008
Job Real Estate Accounting
Industry Financial Services
Experience
CBRE September 2014 - Present
Community Action of Minneapolis October 2010 - July 2014
RS Eden April 2008 - June 2013
New York Life Insurance Company February 2007 - April 2008
Pillsbury United Communities August 2001 - December 2006
Skills
Nonprofits, Community Outreach, Customer Service
Education
Minnesota School of Business-Richfield 2004 — 2008
Business Administration
CBRE September 2014 - Present
Community Action of Minneapolis October 2010 - July 2014
RS Eden April 2008 - June 2013
New York Life Insurance Company February 2007 - April 2008
Pillsbury United Communities August 2001 - December 2006
Skills
Nonprofits, Community Outreach, Customer Service
Education
Minnesota School of Business-Richfield 2004 — 2008
Business Administration
Taylor Triplett Taylor Triplett's New York Life Insurance Company Experience October 2011 - April 2014
Job Director of Planning and Investment Strategies at Sledge & Company
Industry Financial Services
Experience
Sledge & Company April 2014 - Present
New York Life Insurance Company October 2011 - April 2014
Trilogy Communications, Inc. August 2009 - October 2011
CURE India June 2009 - August 2009
Grameen Bank June 2008 - August 2008
Education
Millsaps College 2010 — 2010
MBA
Sewanee-The University of the South 2005 — 2009
BA, International and Global Studies
Sledge & Company April 2014 - Present
New York Life Insurance Company October 2011 - April 2014
Trilogy Communications, Inc. August 2009 - October 2011
CURE India June 2009 - August 2009
Grameen Bank June 2008 - August 2008
Education
Millsaps College 2010 — 2010
MBA
Sewanee-The University of the South 2005 — 2009
BA, International and Global Studies
Annette Glasgow's New York Life Insurance Company Experience June 2013 - June 2014
Job Financial Strategies. Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group July 2014 - Present
New York Life Insurance Company June 2013 - June 2014
Prudential Financial 2008 - 2013
Liberty Mutual Insurance 1990 - 1993
Skills
Retirement Planning, Retirement, 401k Rollovers, Insurance, Series 6, Fixed Annuities, Licensed Life Insurance..., Estate Planning, Licensed in Long Term..., Investments, Small Business, Financial Services, Life Insurance, Disability Insurance, Sales, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Finance, Long-term Care, Mutual Funds, 401k, Series 63, Securities, Term Life Insurance
Education
Michigan State University 1983 — 1985
Bachelor of Arts, Business Management
Andover Highschool Bloomfield Hills Michigan
Mass Mutual Financial Group July 2014 - Present
New York Life Insurance Company June 2013 - June 2014
Prudential Financial 2008 - 2013
Liberty Mutual Insurance 1990 - 1993
Skills
Retirement Planning, Retirement, 401k Rollovers, Insurance, Series 6, Fixed Annuities, Licensed Life Insurance..., Estate Planning, Licensed in Long Term..., Investments, Small Business, Financial Services, Life Insurance, Disability Insurance, Sales, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Finance, Long-term Care, Mutual Funds, 401k, Series 63, Securities, Term Life Insurance
Education
Michigan State University 1983 — 1985
Bachelor of Arts, Business Management
Andover Highschool Bloomfield Hills Michigan
Brad Somma's New York Life Insurance Company Experience March 2005 - October 2008
Job Managing Director
Industry Financial Services
Experience
MassMutual Greater Long Island January 2012 - Present
Charter Oak Insurance and Financial Services (MassMutual) October 2008 - December 2011
New York Life Insurance Company March 2005 - October 2008
Skills
Investments, Series 63, Asset Management, Series 7, Retirement Planning, Insurance, Securities, Series 24, Wealth Management, Retirement, Asset Allocation, 401k, Investment Advisory, Disability Insurance, Long-term Care, Life Insurance, Fixed Annuities, Investment Strategies, IRAs, Financial Services, Series 6, Wealth Accumulation, Employee Benefits
Education
Middlebury College 1994 — 1998
MassMutual Greater Long Island January 2012 - Present
Charter Oak Insurance and Financial Services (MassMutual) October 2008 - December 2011
New York Life Insurance Company March 2005 - October 2008
Skills
Investments, Series 63, Asset Management, Series 7, Retirement Planning, Insurance, Securities, Series 24, Wealth Management, Retirement, Asset Allocation, 401k, Investment Advisory, Disability Insurance, Long-term Care, Life Insurance, Fixed Annuities, Investment Strategies, IRAs, Financial Services, Series 6, Wealth Accumulation, Employee Benefits
Education
Middlebury College 1994 — 1998
Norman Washington II's New York Life Insurance Company Experience November 2012 - February 2013
Job Sports Manager: RMG Sports Group, Inc
Industry Sports
Experience
RMG Sports Group April 2014 - Present
Capital Financial Group, LLC February 2013 - Present
Capital Financial Group, LLC March 2014 - April 2015
New York Life Insurance Company November 2012 - February 2013
Carolina Force INC January 2012 - June 2012
Middle Tennessee State University January 2008 - January 2011
Woods Automotive January 2007 - May 2008
Skills
Leadership, Sales, Public Speaking, Customer Service, Social Networking, Event Planning, Microsoft Office, Marketing, Social Media, Insurance, Financial Services, Coaching
Education
Middle Tennessee State University 2011 — 2012
Master's degree, Sport Management
Middle Tennessee State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Economics and Finance
RMG Sports Group April 2014 - Present
Capital Financial Group, LLC February 2013 - Present
Capital Financial Group, LLC March 2014 - April 2015
New York Life Insurance Company November 2012 - February 2013
Carolina Force INC January 2012 - June 2012
Middle Tennessee State University January 2008 - January 2011
Woods Automotive January 2007 - May 2008
Skills
Leadership, Sales, Public Speaking, Customer Service, Social Networking, Event Planning, Microsoft Office, Marketing, Social Media, Insurance, Financial Services, Coaching
Education
Middle Tennessee State University 2011 — 2012
Master's degree, Sport Management
Middle Tennessee State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Economics and Finance
Blaine Ivey Blaine Ivey's New York Life Insurance Company Experience September 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, Term Life Insurance, IRAs, Disability Insurance, Long Term Care Insurance, Whole Life, Retirement, College Savings Plans, Guaranteed Lifetime...
Education
University of Arkansas at Monticello 2008 — 2010
Mississippi Gulf Coast Community College 2006 — 2008
New York Life Insurance Company September 2012 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, Term Life Insurance, IRAs, Disability Insurance, Long Term Care Insurance, Whole Life, Retirement, College Savings Plans, Guaranteed Lifetime...
Education
University of Arkansas at Monticello 2008 — 2010
Mississippi Gulf Coast Community College 2006 — 2008
Lee Nickels Lee Nickels's New York Life Insurance Company Experience December 2010 - September 2011
Job Life Insurance Specialist at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance October 2011 - Present
New York Life Insurance Company December 2010 - September 2011
ServiceMaster by Stratos July 2009 - November 2010
ServiceMaster by Stratos November 2007 - July 2009
Columbus Nissan September 2003 - July 2007
Skills
Retirement Planning, Insurance, IRAs, Term Life Insurance, Long-term Care, Strategic Financial..., Life Insurance, Disability Insurance, Fixed Annuities, 401k, Retirement, Financial Planners, Property & Casualty...
Education
Mississippi State University - College of Business and Industry 2000 — 2003
Bachelor, Business and Finance
Itawamba Community College 1998 — 2000
State Farm Insurance October 2011 - Present
New York Life Insurance Company December 2010 - September 2011
ServiceMaster by Stratos July 2009 - November 2010
ServiceMaster by Stratos November 2007 - July 2009
Columbus Nissan September 2003 - July 2007
Skills
Retirement Planning, Insurance, IRAs, Term Life Insurance, Long-term Care, Strategic Financial..., Life Insurance, Disability Insurance, Fixed Annuities, 401k, Retirement, Financial Planners, Property & Casualty...
Education
Mississippi State University - College of Business and Industry 2000 — 2003
Bachelor, Business and Finance
Itawamba Community College 1998 — 2000
Annie Crumbaugh Annie Crumbaugh's New York Life Insurance Company Experience January 2013 - Present
Job Transaction Coordinator at Greater Springfield Realtors
Industry Investment Management
Experience
Greater Springfield Realtors January 2015 - Present
Stokes Financial Strategies, LLC November 2014 - Present
New York Life Insurance Company January 2013 - Present
HOK December 2007 - May 2011
PosterBored June 2007 - August 2009
Feeding America July 2003 - June 2007
Springfield Little Theatre June 1998 - March 2003
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, English, Windows, Customer Service, Management, Teaching, Outlook, Nonprofits, Recruiting, Project Management, Community Outreach, Proofreading, Editing, Project Coordination, Event Planning, Meeting Planning, Events Coordination, Office Administration, Non-profit...
Education
Missouri State University 1997 — 2001
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Central High School 1993 — 1997
High School Diploma, General Education
Greater Springfield Realtors January 2015 - Present
Stokes Financial Strategies, LLC November 2014 - Present
New York Life Insurance Company January 2013 - Present
HOK December 2007 - May 2011
PosterBored June 2007 - August 2009
Feeding America July 2003 - June 2007
Springfield Little Theatre June 1998 - March 2003
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, English, Windows, Customer Service, Management, Teaching, Outlook, Nonprofits, Recruiting, Project Management, Community Outreach, Proofreading, Editing, Project Coordination, Event Planning, Meeting Planning, Events Coordination, Office Administration, Non-profit...
Education
Missouri State University 1997 — 2001
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Central High School 1993 — 1997
High School Diploma, General Education
Nancy Worley Nancy Worley's New York Life Insurance Company Experience May 1988 - May 2005
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Free lancer - writer and oral communication consultant January 2005 - Present
New York Life Insurance Company May 1988 - May 2005
Ann Jensen, Residential Real Estate sales June 1979 - May 1988
Jackson Public Schools May 1969 - May 1979
Skills
Playing Piano, Now exploring and..., Writing, Editing, Research, Stories, Storytelling, Publishing, Copywriting, Proposal Writing, Press Releases, Blogging, Magazines, Marketing, Public Relations, Publications, Interviews, Social Networking, Strategic Communications, Journalism, Media Relations, Copy Editing, Social Media, Creative Writing, Public Speaking, Newsletters, Grant Writing, Web Content, Photography, Proofreading, Nonprofits, Marketing Communications, AP Style, Fundraising, Editorial, Event Planning, Speech Writing, Advertising, Published Author, Social Media Marketing, Books, Content Development, Poetry, Newspapers, Publicity, Content Strategy, Content Management, Community Outreach, Entertainment, Ghostwriting
Education
Mississippi College 1974 — 1976
MS, English
Free lancer - writer and oral communication consultant January 2005 - Present
New York Life Insurance Company May 1988 - May 2005
Ann Jensen, Residential Real Estate sales June 1979 - May 1988
Jackson Public Schools May 1969 - May 1979
Skills
Playing Piano, Now exploring and..., Writing, Editing, Research, Stories, Storytelling, Publishing, Copywriting, Proposal Writing, Press Releases, Blogging, Magazines, Marketing, Public Relations, Publications, Interviews, Social Networking, Strategic Communications, Journalism, Media Relations, Copy Editing, Social Media, Creative Writing, Public Speaking, Newsletters, Grant Writing, Web Content, Photography, Proofreading, Nonprofits, Marketing Communications, AP Style, Fundraising, Editorial, Event Planning, Speech Writing, Advertising, Published Author, Social Media Marketing, Books, Content Development, Poetry, Newspapers, Publicity, Content Strategy, Content Management, Community Outreach, Entertainment, Ghostwriting
Education
Mississippi College 1974 — 1976
MS, English
Jonathan Callejas Jonathan Callejas's New York Life Insurance Company Experience June 2015 - Present
Job Service Representative at New York Life Insurance Company
Industry Consumer Services
Experience
New York Life Insurance Company June 2015 - Present
Popular Community Bank December 2010 - March 2015
Skills
Loans, Credit Analysis, Finance, Banking, Customer Service, Financial Analysis, Retail Banking, Financial Services, Loan Origination, Mortgage Banking, Mortgage Lending, Budgets, Cash Flow, Accounting, Journal Entries, Financial Accounting
Education
University of Central Florida 2011 — 2013
Bachelor's Degree, Finance
Middlesex Community College 2006 — 2009
Associate of Science (A.S.), Business Administration
New York Life Insurance Company June 2015 - Present
Popular Community Bank December 2010 - March 2015
Skills
Loans, Credit Analysis, Finance, Banking, Customer Service, Financial Analysis, Retail Banking, Financial Services, Loan Origination, Mortgage Banking, Mortgage Lending, Budgets, Cash Flow, Accounting, Journal Entries, Financial Accounting
Education
University of Central Florida 2011 — 2013
Bachelor's Degree, Finance
Middlesex Community College 2006 — 2009
Associate of Science (A.S.), Business Administration
Jaimin Bhatt's New York Life Insurance Company Experience October 2010 - May 2012
Job Business Owner, Entrepreneur...
Industry Health, Wellness and Fitness
Experience
JB International January 2015 - Present
A Wireless-Verizon Wireless Premium Retailer December 2012 - Present
Verizon Wireless October 2012 - December 2012
Best Buy June 2012 - October 2012
New York Life Insurance Company October 2010 - May 2012
The Provident Bank June 2009 - October 2010
Sovereign Bank November 2006 - December 2008
TD Bank February 2002 - November 2006
First Equity Mortgage May 2005 - November 2005
Skills
Banking, Sales, Customer Service, Insurance, Retail, CRM, Finance, Call Centers
Education
Middlesex County College 1993 — 1999
Finance
JB International January 2015 - Present
A Wireless-Verizon Wireless Premium Retailer December 2012 - Present
Verizon Wireless October 2012 - December 2012
Best Buy June 2012 - October 2012
New York Life Insurance Company October 2010 - May 2012
The Provident Bank June 2009 - October 2010
Sovereign Bank November 2006 - December 2008
TD Bank February 2002 - November 2006
First Equity Mortgage May 2005 - November 2005
Skills
Banking, Sales, Customer Service, Insurance, Retail, CRM, Finance, Call Centers
Education
Middlesex County College 1993 — 1999
Finance
Renee C. Adkins, LUTCF Renee C. Adkins, LUTCF's New York Life Insurance Company Experience June 2006 - August 2012
Job Partner at MassMutual Mississippi, Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2012 - Present
New York Life Insurance Company June 2006 - August 2012
Renee's Fine Clothing April 1999 - February 2004
Mississippi State University 1987 - 1999
Skills
Financial Analysis, Insurance, Life Insurance, Disability Insurance, Investments, Retirement Planning, Portfolio Management, Long Term Care Insurance, Employee Benefits, Financial Services, Small Business, Annuity Sales, Finance, Retirement, Securities, Fixed Annuities
Education
Mississippi State University
MassMutual Financial Group August 2012 - Present
New York Life Insurance Company June 2006 - August 2012
Renee's Fine Clothing April 1999 - February 2004
Mississippi State University 1987 - 1999
Skills
Financial Analysis, Insurance, Life Insurance, Disability Insurance, Investments, Retirement Planning, Portfolio Management, Long Term Care Insurance, Employee Benefits, Financial Services, Small Business, Annuity Sales, Finance, Retirement, Securities, Fixed Annuities
Education
Mississippi State University
Edward Cahill Edward Cahill's New York Life Insurance Company Experience September 2010 - December 2011
Job Senior Financial Analyst at Sempra U.S. Gas & Power
Industry Renewables & Environment
Experience
Sempra U.S. Gas & Power March 2015 - Present
Lux Research Inc. January 2014 - February 2015
Lux Research October 2011 - December 2013
New York Life Insurance Company September 2010 - December 2011
Fraunhofer CSE May 2011 - October 2011
EnerNOC January 2011 - May 2011
Middlebury College January 2009 - December 2009
Mission Critical Technologies June 2009 - August 2009
Middlebury College July 2008 - August 2008
Skills
Solar Energy, Photovoltaics, Market Research, Strategy, Analysis, Data Analysis, Project Management, Business Strategy
Education
Middlebury College 2006 — 2010
BA, Physics, Environmental Studies
Thacher
UCSD
University of California, San Diego
Sempra U.S. Gas & Power March 2015 - Present
Lux Research Inc. January 2014 - February 2015
Lux Research October 2011 - December 2013
New York Life Insurance Company September 2010 - December 2011
Fraunhofer CSE May 2011 - October 2011
EnerNOC January 2011 - May 2011
Middlebury College January 2009 - December 2009
Mission Critical Technologies June 2009 - August 2009
Middlebury College July 2008 - August 2008
Skills
Solar Energy, Photovoltaics, Market Research, Strategy, Analysis, Data Analysis, Project Management, Business Strategy
Education
Middlebury College 2006 — 2010
BA, Physics, Environmental Studies
Thacher
UCSD
University of California, San Diego
Nick Kendall Nick Kendall's New York Life Insurance Company Experience May 2011 - June 2013
Job Financial Planner at Financial Professionals, Inc.
Industry Financial Services
Experience
Financial Professionals, Inc. January 2015 - Present
Farmers Insurance July 2013 - December 2014
New York Life Insurance Company May 2011 - June 2013
Fundraising Gold June 2010 - April 2011
The Avenue Church November 2007 - May 2010
Lee's Summit Community Church August 2001 - October 2007
Skills
Leadership, Life Insurance, Retirement Planning, Leadership Development, Retirement, Long-term Care, Public Speaking, Insurance, Team Building, Estate Planning, Time Management, Underwriting, Disability Insurance, Protection..., Fundraising, Key Person Protection, Employee Benefits, 401k Rollovers, Annuity Sales, Legacies, Gifting Strategies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Wealth Preservation..., Analysis, IRAs, Key Person Insurance, Long Term Care Insurance, Personal Financial..., Guaranteed Lifetime..., Series 6, Strategic Financial..., Business Coaching, Multi-tasking Skills, Series 63, Series 65
Education
Midwestern Baptist Theological Seminary 1994 — 1996
Masters of Divinity
Wayland Baptist University 1989 — 1993
Bachelor of Arts, Majored in Religion & History
Financial Professionals, Inc. January 2015 - Present
Farmers Insurance July 2013 - December 2014
New York Life Insurance Company May 2011 - June 2013
Fundraising Gold June 2010 - April 2011
The Avenue Church November 2007 - May 2010
Lee's Summit Community Church August 2001 - October 2007
Skills
Leadership, Life Insurance, Retirement Planning, Leadership Development, Retirement, Long-term Care, Public Speaking, Insurance, Team Building, Estate Planning, Time Management, Underwriting, Disability Insurance, Protection..., Fundraising, Key Person Protection, Employee Benefits, 401k Rollovers, Annuity Sales, Legacies, Gifting Strategies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Wealth Preservation..., Analysis, IRAs, Key Person Insurance, Long Term Care Insurance, Personal Financial..., Guaranteed Lifetime..., Series 6, Strategic Financial..., Business Coaching, Multi-tasking Skills, Series 63, Series 65
Education
Midwestern Baptist Theological Seminary 1994 — 1996
Masters of Divinity
Wayland Baptist University 1989 — 1993
Bachelor of Arts, Majored in Religion & History
John Anderle John Anderle's New York Life Insurance Company Experience February 2012 - December 2013
Job Director of Catering at Americrown Service Corporation
Industry Financial Services
Experience
Americrown Service Corporation May 2014 - Present
New York Life Insurance Company February 2012 - December 2013
Centerplate February 2008 - November 2011
Levy Restaurants February 2002 - July 2007
ARAMARK 1993 - 2002
Skills
Menu Development, Catering, Forecasting, Inventory Management, Budgeting, Term Life Insurance, Whole Life Insurance, Strategic Financial..., Annuities
Education
Michigan State University 1983 — 1989
Bachelor of Science (BS), Food Systems Management/Ecomomics
East Grand Rapids
Americrown Service Corporation May 2014 - Present
New York Life Insurance Company February 2012 - December 2013
Centerplate February 2008 - November 2011
Levy Restaurants February 2002 - July 2007
ARAMARK 1993 - 2002
Skills
Menu Development, Catering, Forecasting, Inventory Management, Budgeting, Term Life Insurance, Whole Life Insurance, Strategic Financial..., Annuities
Education
Michigan State University 1983 — 1989
Bachelor of Science (BS), Food Systems Management/Ecomomics
East Grand Rapids
Kristie Vongkhamchanh Kristie Vongkhamchanh's New York Life Insurance Company Experience April 2012 - August 2012
Job Fulfillment Administrator at UnitedHealth Group
Industry Real Estate
Experience
UnitedHealth Group November 2014 - Present
Invitation Homes January 2014 - November 2014
Rels Valuation October 2012 - January 2014
Nickelodeon March 2011 - June 2013
New York Life Insurance Company April 2012 - August 2012
TJX August 2008 - July 2012
Skills
Customer Service, Microsoft Office, Retail, Sales, Listener, PowerPoint, Positivity, Fast-paced, Business, Cash Handling Experience, Microsoft Word, Outlook, Self-starter, Self-management, Determined to Succeed, Meet Deadlines, Problem Solving, Integrity, Work Ethic, Administrative Work, Highly detail oriented, Salesforce.com, Yardi, Edge, Adobe Acrobat, Perseverant
Education
Minneapolis Community and Technical College 2010 — 2013
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
UnitedHealth Group November 2014 - Present
Invitation Homes January 2014 - November 2014
Rels Valuation October 2012 - January 2014
Nickelodeon March 2011 - June 2013
New York Life Insurance Company April 2012 - August 2012
TJX August 2008 - July 2012
Skills
Customer Service, Microsoft Office, Retail, Sales, Listener, PowerPoint, Positivity, Fast-paced, Business, Cash Handling Experience, Microsoft Word, Outlook, Self-starter, Self-management, Determined to Succeed, Meet Deadlines, Problem Solving, Integrity, Work Ethic, Administrative Work, Highly detail oriented, Salesforce.com, Yardi, Edge, Adobe Acrobat, Perseverant
Education
Minneapolis Community and Technical College 2010 — 2013
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Donald Sheffy Donald Sheffy's New York Life Insurance Company Experience January 2007 - January 2010
Job Insurance Agent at The Tyler Agency, Inc.
Industry Insurance
Experience
The Tyler Agency, Inc. October 2011 - Present
Bentrust Financial January 2010 - October 2011
New York Life Insurance Company January 2007 - January 2010
Skills
Life Insurance, Property & Casualty..., Long-term Care, Term Life Insurance, Fixed Annuities, Disability Insurance, Whole Life, Long Term Care Insurance, Permanent Life Insurance, Retirement Planning, IRAs, Insurance, College Savings Plans, Health Insurance, Variable Annuities, Small Business, Sales
Education
Milligan College
University of Florida
The Tyler Agency, Inc. October 2011 - Present
Bentrust Financial January 2010 - October 2011
New York Life Insurance Company January 2007 - January 2010
Skills
Life Insurance, Property & Casualty..., Long-term Care, Term Life Insurance, Fixed Annuities, Disability Insurance, Whole Life, Long Term Care Insurance, Permanent Life Insurance, Retirement Planning, IRAs, Insurance, College Savings Plans, Health Insurance, Variable Annuities, Small Business, Sales
Education
Milligan College
University of Florida
Jeffery Wilson Jeffery Wilson's New York Life Insurance Company Experience August 1999 - May 2006
Job Insurance Agent at State Farm Insurance Agency
Industry Insurance
Experience
State Farm Agent June 2006 - Present
New York Life Insurance Company August 1999 - May 2006
Burlington Industries May 1998 - August 1999
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Commercial Insurance, Whole Life
Education
Mississippi State University 1983 — 1986
BS, Industrial Technology/Technician
Northeast Lauderdale
State Farm Agent June 2006 - Present
New York Life Insurance Company August 1999 - May 2006
Burlington Industries May 1998 - August 1999
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Commercial Insurance, Whole Life
Education
Mississippi State University 1983 — 1986
BS, Industrial Technology/Technician
Northeast Lauderdale
Mike Oakley's New York Life Insurance Company Experience February 2009 - April 2011
Job Mentor at Lifestyles Unlimited
Industry Real Estate
Experience
Lifestyles Unlimited May 2011 - Present
New York Life Insurance Company February 2009 - April 2011
Skills
Investment Properties, Real Estate Transactions, Foreclosures, Investors, Property, First Time Home Buyers, Single Family Homes, Apartments, Real Estate, Sellers, REO, Investments, Short Sales, Residential Homes, Buyer Representation, Marketing, Property Management, Sales, Rentals
Education
Midwestern State University 2003 — 2008
Bachelor of Business Administration (BBA), Management
Lifestyles Unlimited May 2011 - Present
New York Life Insurance Company February 2009 - April 2011
Skills
Investment Properties, Real Estate Transactions, Foreclosures, Investors, Property, First Time Home Buyers, Single Family Homes, Apartments, Real Estate, Sellers, REO, Investments, Short Sales, Residential Homes, Buyer Representation, Marketing, Property Management, Sales, Rentals
Education
Midwestern State University 2003 — 2008
Bachelor of Business Administration (BBA), Management
J. Michael Summerlin J. Michael Summerlin's New York Life Insurance Company Experience September 2010 - Present
Job Financial Services Professional New York LIfe Insurance and Annuity Co.
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - Present
US Foodservice 1999 - 2010
Education
Mississippi College 1997 — 1999
BSBA - Mkt, Administration and Marketing
New York Life Insurance Company September 2010 - Present
US Foodservice 1999 - 2010
Education
Mississippi College 1997 — 1999
BSBA - Mkt, Administration and Marketing
Andre Curry Andre Curry's New York Life Insurance Company Experience January 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company January 2013 - Present
Arkansas Baptist College 2010 - 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-Tasking Skills, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Perservation..., Budgets, Customer Service
Education
Mississippi Valley State University 2002 — 2006
Bachelor's degree, Accounting
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company January 2013 - Present
Arkansas Baptist College 2010 - 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-Tasking Skills, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Perservation..., Budgets, Customer Service
Education
Mississippi Valley State University 2002 — 2006
Bachelor's degree, Accounting
Aaron Hendricks's New York Life Insurance Company Experience May 2013 - August 2013
Job Financial Analyst at General Motors
Industry Automotive
Experience
General Motors June 2015 - Present
General Motors May 2014 - August 2014
Michigan State University August 2011 - April 2014
New York Life Insurance Company May 2013 - August 2013
Skills
Financial Analysis, Tableau, Financial Modeling, Teamwork, Team Leadership, Public Speaking, Visual Basic, Microsoft Excel, Research, Microsoft Office, PowerPoint, Finance, Equities, Accounting, Automotive, Event Planning
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Finance, General
General Motors June 2015 - Present
General Motors May 2014 - August 2014
Michigan State University August 2011 - April 2014
New York Life Insurance Company May 2013 - August 2013
Skills
Financial Analysis, Tableau, Financial Modeling, Teamwork, Team Leadership, Public Speaking, Visual Basic, Microsoft Excel, Research, Microsoft Office, PowerPoint, Finance, Equities, Accounting, Automotive, Event Planning
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Finance, General
Cecil Davis's New York Life Insurance Company Experience April 2009 - September 2009
Job Die Repair and Refurbishment Machinist
Industry Machinery
Experience
American Tool & Die June 2014 - Present
Alpha Manufacturing Co. September 2013 - June 2014
Sensor Electronic Technology, Inc July 2011 - September 2013
New York Life Insurance Company April 2009 - September 2009
U.S. Printing May 1986 - September 2008
Skills
CNC Programming, CNC manufacturing, CNC operation, Rapid Prototyping, Wire EDM, Machining, Machine Tools, Solidworks, AutoCAD, Mastercam, 3D Printing, 3D Prototyping, 3D Modeling, Precision Tooling, Precision Measuring, Milling
Education
Midlands Technical College 2010 — 2012
Associates Degree, Machine Tool Technology/Machinist
University of South Carolina-Columbia 1988 — 1994
American Tool & Die June 2014 - Present
Alpha Manufacturing Co. September 2013 - June 2014
Sensor Electronic Technology, Inc July 2011 - September 2013
New York Life Insurance Company April 2009 - September 2009
U.S. Printing May 1986 - September 2008
Skills
CNC Programming, CNC manufacturing, CNC operation, Rapid Prototyping, Wire EDM, Machining, Machine Tools, Solidworks, AutoCAD, Mastercam, 3D Printing, 3D Prototyping, 3D Modeling, Precision Tooling, Precision Measuring, Milling
Education
Midlands Technical College 2010 — 2012
Associates Degree, Machine Tool Technology/Machinist
University of South Carolina-Columbia 1988 — 1994
Christy Cheek Christy Cheek's New York Life Insurance Company Experience September 2015 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
CVS Caremark Corporation October 2008 - December 2011
Skills
Social Media, Inventory Management, Data Analysis, Budgets, InDesign, Photoshop, Microsoft Office, PowerPoint, Customer Service, Teamwork, Event Planning, HTML, Time Management, Team Building, Social Networking
Education
Georgia Regents University Augusta 2012 — 2015
Bachelor’s Degree, Communications
Middle Georgia College 2003 — 2006
Associate of Science (AS), Biology
New York Life Insurance Company September 2015 - Present
CVS Caremark Corporation October 2008 - December 2011
Skills
Social Media, Inventory Management, Data Analysis, Budgets, InDesign, Photoshop, Microsoft Office, PowerPoint, Customer Service, Teamwork, Event Planning, HTML, Time Management, Team Building, Social Networking
Education
Georgia Regents University Augusta 2012 — 2015
Bachelor’s Degree, Communications
Middle Georgia College 2003 — 2006
Associate of Science (AS), Biology
Ferris Sullivan's New York Life Insurance Company Experience May 2011 - August 2013
Job Associate Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab April 2015 - Present
Merrill Lynch May 2014 - March 2015
Wells Fargo March 2014 - May 2014
Wells Fargo Advisors March 2014 - May 2014
New York Life Insurance Company May 2011 - August 2013
Skills
Series 7, Series 66, 401k Rollovers, Asset Management, Mutual Funds, Wealth Management..., Series 63, Series 6, Long Term Care Insurance, Banking, Insurance Planning, College Funding..., Qualified Retirement...
Education
Mississippi State University 2007 — 2011
Finance, Investments, Financial Management, Capital Structuring
Charles Schwab April 2015 - Present
Merrill Lynch May 2014 - March 2015
Wells Fargo March 2014 - May 2014
Wells Fargo Advisors March 2014 - May 2014
New York Life Insurance Company May 2011 - August 2013
Skills
Series 7, Series 66, 401k Rollovers, Asset Management, Mutual Funds, Wealth Management..., Series 63, Series 6, Long Term Care Insurance, Banking, Insurance Planning, College Funding..., Qualified Retirement...
Education
Mississippi State University 2007 — 2011
Finance, Investments, Financial Management, Capital Structuring
Fred Hage Fred Hage's New York Life Insurance Company Experience August 2011 - January 2012
Job Agency Owner at Fred S. Hage Agency, Inc. Allstate
Industry Insurance
Experience
Fred S. Hage Agency, Inc. - Allstate June 2012 - Present
New York Life Insurance Company August 2011 - January 2012
Menards September 1991 - April 2011
Skills
Life Insurance, Insurance, Customer Service, Homeowners, Term Life Insurance, Team Building, Property & Casualty..., Umbrella Insurance, Casualty, Management and Customer..., Client Education, Renters, Casualty Insurance, Disability Insurance, Long-term Care, Whole Life, New Business Development, Sales
Education
Minnesota State University, Mankato 1987 — 1991
Bachelor of Science (B.S.), Business Administration with a concentration in Finance, Insurance, and Real Estate
Fred S. Hage Agency, Inc. - Allstate June 2012 - Present
New York Life Insurance Company August 2011 - January 2012
Menards September 1991 - April 2011
Skills
Life Insurance, Insurance, Customer Service, Homeowners, Term Life Insurance, Team Building, Property & Casualty..., Umbrella Insurance, Casualty, Management and Customer..., Client Education, Renters, Casualty Insurance, Disability Insurance, Long-term Care, Whole Life, New Business Development, Sales
Education
Minnesota State University, Mankato 1987 — 1991
Bachelor of Science (B.S.), Business Administration with a concentration in Finance, Insurance, and Real Estate
Andrew Hill, CLU®, ChFC®, CASL® Andrew Hill, CLU®, ChFC®, CASL®'s New York Life Insurance Company Experience March 2000 - Present
Job Retirement Planning | Life Insurance | Key Executive Planning | Long Term Care Planning | Estate Planning
Industry Insurance
Experience
New York Life Insurance Company March 2000 - Present
Department of Veterans Affairs February 1993 - February 2000
Skills
Retirement Planning, Fixed Annuities, Risk Management, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Business Continuity..., Small Business, Buy-sell Agreements, Annuity Sales, Insurance, Estate Planning, Retirement, Long-term Care, Professional Liability, Underwriting, Investments, Strategic Financial..., Financial Advisory, Wealth
Education
The American College 2009 — 2010
CASL®, Advisor for Senior Living
The American College 2005 — 2008
ChFC®, Chartered Financial Consultant
The American College 2000 — 2005
CLU®, Insurance
The American College 2001 — 2001
LUTCF, Insurance
Middle Tennessee State University 1990 — 1992
B.S., Social Studies, Secondary Education
New York Life Insurance Company March 2000 - Present
Department of Veterans Affairs February 1993 - February 2000
Skills
Retirement Planning, Fixed Annuities, Risk Management, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Business Continuity..., Small Business, Buy-sell Agreements, Annuity Sales, Insurance, Estate Planning, Retirement, Long-term Care, Professional Liability, Underwriting, Investments, Strategic Financial..., Financial Advisory, Wealth
Education
The American College 2009 — 2010
CASL®, Advisor for Senior Living
The American College 2005 — 2008
ChFC®, Chartered Financial Consultant
The American College 2000 — 2005
CLU®, Insurance
The American College 2001 — 2001
LUTCF, Insurance
Middle Tennessee State University 1990 — 1992
B.S., Social Studies, Secondary Education
Larry Lukasik Larry Lukasik's New York Life Insurance Company Experience December 2009 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2009 - Present
Nescor Plastics Corp August 1994 - March 2009
Education
Michigan State University 1963 — 1970
BA, Communications
New York Life Insurance Company December 2009 - Present
Nescor Plastics Corp August 1994 - March 2009
Education
Michigan State University 1963 — 1970
BA, Communications
Douglas Ashford Douglas Ashford's New York Life Insurance Company Experience June 2009 - February 2010
Job Software Developer at WELIS, LLC
Industry Insurance
Experience
Sun Life Financial February 2010 - August 2010
New York Life Insurance Company June 2009 - February 2010
Sun Life Financial March 2008 - February 2009
Marsh & McLennan, Inc. August 1987 - December 2007
Blue Cross/Blue Shield of Massachusetts June 1986 - August 1987
ComputerLink Corporation June 1985 - June 1986
Skills
Databases, Life Insurance, Insurance, Employee Benefits, Training, Health Insurance, Disability Insurance, Fixed Annuities, Management, Retirement, Marketing, Term Life Insurance, Sales, Analysis, Underwriting, Financial Services, Finance, Executive Pay, Investments, Relationship Management, Strategic Financial..., Mutual Funds
Education
Middlebury College 1979 — 1983
B.A., Philosophy
Cambridge Institute for Computer Programming
Sun Life Financial February 2010 - August 2010
New York Life Insurance Company June 2009 - February 2010
Sun Life Financial March 2008 - February 2009
Marsh & McLennan, Inc. August 1987 - December 2007
Blue Cross/Blue Shield of Massachusetts June 1986 - August 1987
ComputerLink Corporation June 1985 - June 1986
Skills
Databases, Life Insurance, Insurance, Employee Benefits, Training, Health Insurance, Disability Insurance, Fixed Annuities, Management, Retirement, Marketing, Term Life Insurance, Sales, Analysis, Underwriting, Financial Services, Finance, Executive Pay, Investments, Relationship Management, Strategic Financial..., Mutual Funds
Education
Middlebury College 1979 — 1983
B.A., Philosophy
Cambridge Institute for Computer Programming
Scott Welkenbach Scott Welkenbach's New York Life Insurance Company Experience July 2009 - June 2010
Job Realtor at Berkshire Hathaway Home Services
Industry Real Estate
Experience
MSU Alumni Club of Southwest Florida January 2012 - Present
Berkshire Hathaway Home Services Florida Realty 2012 - Present
Wells fargo 2010 - 2011
New York Life Insurance Company July 2009 - June 2010
Northwestern Mutual October 2007 - July 2009
Prudential Christie Real Estate July 1994 - October 2007
Skills
Over 20 years in the..., First Time Home Buyers, Fixed Annuities, Investment Properties, Leadership, Listings, Marketing, REO, Real Estate, Residential Homes, Sales, Single Family Homes, Strategic Planning, Team Building, Buyer Representation
Education
Walsh College 1994 — 1996
Masters, Finance
Michigan State University 1988 — 1992
Bachelors of Science, Political Economics
MSU Alumni Club of Southwest Florida January 2012 - Present
Berkshire Hathaway Home Services Florida Realty 2012 - Present
Wells fargo 2010 - 2011
New York Life Insurance Company July 2009 - June 2010
Northwestern Mutual October 2007 - July 2009
Prudential Christie Real Estate July 1994 - October 2007
Skills
Over 20 years in the..., First Time Home Buyers, Fixed Annuities, Investment Properties, Leadership, Listings, Marketing, REO, Real Estate, Residential Homes, Sales, Single Family Homes, Strategic Planning, Team Building, Buyer Representation
Education
Walsh College 1994 — 1996
Masters, Finance
Michigan State University 1988 — 1992
Bachelors of Science, Political Economics
Wesley Whitehead Wesley Whitehead's New York Life Insurance Company Experience 1987 - 2002
Job Registered Representative
Industry Financial Services
Experience
MassMutual Mississippi July 2002 - Present
New York Life Insurance Company 1987 - 2002
Tann, Brown & Russ Co., PLLC 1985 - 1987
Education
Mississippi College 1981 — 1985
Bachelor of Science (BS), Accounting
MassMutual Mississippi July 2002 - Present
New York Life Insurance Company 1987 - 2002
Tann, Brown & Russ Co., PLLC 1985 - 1987
Education
Mississippi College 1981 — 1985
Bachelor of Science (BS), Accounting
Christopher Nicholson Christopher Nicholson's New York Life Insurance Company Experience October 2013 - August 2015
Job Portfolio Analysis and Financial Protection
Industry Financial Services
Experience
Nicholson Financial Services August 2015 - Present
Real Life Community Church March 2008 - Present
New York Life Insurance Company October 2013 - August 2015
Sigma Pi Fraternity August 2006 - December 2010
Skills
Live Sound, Audio Mixing, Audio Engineering, Social Media Marketing, Community Outreach, Volunteer Management, Account Management, Budgets, New Business Development, Leadership Development, Fixed Annuities, Retirement Planning, Disability Insurance, Integrated Marketing, Sound Design, Recording, Music Production, Music Industry, Audio Editing, Corporate Events, Event Management, Audio Post Production, Event Producing, Editing, Term Life Insurance, Employee Benefits, Insurance, Long Term Care Insurance, Long-term Care, IRAs, Variable Annuities, Life Insurance, Wealth Accumulation, Whole Life, 401k, Financial Goals, Guaranteed Lifetime..., Universal Life, Key Person Protection, Retirement, College Funding..., Financial Advisory, Variable Life, Estate Planning, Rollovers, FINRA, Mutual Funds, Traditional IRA, Variable Products, Executive Benefit...
Education
Middle Tennessee State University 2006 — 2010
Bachelor of Science, Recording Production and Technology
Tennessee Technological University 2004 — 2006
Nicholson Financial Services August 2015 - Present
Real Life Community Church March 2008 - Present
New York Life Insurance Company October 2013 - August 2015
Sigma Pi Fraternity August 2006 - December 2010
Skills
Live Sound, Audio Mixing, Audio Engineering, Social Media Marketing, Community Outreach, Volunteer Management, Account Management, Budgets, New Business Development, Leadership Development, Fixed Annuities, Retirement Planning, Disability Insurance, Integrated Marketing, Sound Design, Recording, Music Production, Music Industry, Audio Editing, Corporate Events, Event Management, Audio Post Production, Event Producing, Editing, Term Life Insurance, Employee Benefits, Insurance, Long Term Care Insurance, Long-term Care, IRAs, Variable Annuities, Life Insurance, Wealth Accumulation, Whole Life, 401k, Financial Goals, Guaranteed Lifetime..., Universal Life, Key Person Protection, Retirement, College Funding..., Financial Advisory, Variable Life, Estate Planning, Rollovers, FINRA, Mutual Funds, Traditional IRA, Variable Products, Executive Benefit...
Education
Middle Tennessee State University 2006 — 2010
Bachelor of Science, Recording Production and Technology
Tennessee Technological University 2004 — 2006
Thomas Hubbard Thomas Hubbard's New York Life Insurance Company Experience April 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company April 2013 - Present
Southeast Kansas Interlocal #637 August 1999 - May 2012
Skills
Insurance, Investments, Small Business, Key Person Protection, Retirement planning, Retirement Planning
Education
Pittsburg State University 2003 — 2005
Master of Science (M.S.), Educational Leadership and Administration, General
Missouri Southern State University 1995 — 1998
Bachelor of Science (B.S.), K-12 Physical Education
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company April 2013 - Present
Southeast Kansas Interlocal #637 August 1999 - May 2012
Skills
Insurance, Investments, Small Business, Key Person Protection, Retirement planning, Retirement Planning
Education
Pittsburg State University 2003 — 2005
Master of Science (M.S.), Educational Leadership and Administration, General
Missouri Southern State University 1995 — 1998
Bachelor of Science (B.S.), K-12 Physical Education
Brian Kilburg Brian Kilburg's New York Life Insurance Company Experience June 2012 - December 2012
Job Sales Associate for Johnson Brothers Liquor Co.
Industry Wine and Spirits
Experience
Johnson Brothers Liquor Co. December 2012 - Present
New York Life Insurance Company June 2012 - December 2012
Utah Grizzlies March 2010 - April 2011
Ontario Reign October 2009 - March 2010
Skills
Microsoft Excel, Microsoft Word, Organization, Sports, Business Planning, Insurance, Strategic Financial..., PowerPoint, Customer Service, Budgets, Time Management, Life Insurance, Leadership, Long-term Care, Coaching, Event Planning, Sales, Microsoft Office, Marketing, Finance, Wine & Spirits Industry, Account Management, Cold Calling, Event Management, Forecasting, Hockey, Marketing Strategy, New Business Development, Sales Management, Social Networking, Financial Analysis, Direct Sales, Sports Marketing, Team Leadership, Management, Sales Process, Social Media, Team Building
Education
Minnesota State University, Mankato 2005 — 2009
Bachelor of Science (B.S.), Economics
Cretin-Derham Hall
Johnson Brothers Liquor Co. December 2012 - Present
New York Life Insurance Company June 2012 - December 2012
Utah Grizzlies March 2010 - April 2011
Ontario Reign October 2009 - March 2010
Skills
Microsoft Excel, Microsoft Word, Organization, Sports, Business Planning, Insurance, Strategic Financial..., PowerPoint, Customer Service, Budgets, Time Management, Life Insurance, Leadership, Long-term Care, Coaching, Event Planning, Sales, Microsoft Office, Marketing, Finance, Wine & Spirits Industry, Account Management, Cold Calling, Event Management, Forecasting, Hockey, Marketing Strategy, New Business Development, Sales Management, Social Networking, Financial Analysis, Direct Sales, Sports Marketing, Team Leadership, Management, Sales Process, Social Media, Team Building
Education
Minnesota State University, Mankato 2005 — 2009
Bachelor of Science (B.S.), Economics
Cretin-Derham Hall
Aaron N. Jones, CLTC's New York Life Insurance Company Experience September 2013 - Present
Job Helping Agents build their Financial Services Practice by helping one person at a time.
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC March 2011 - Present
Eat With Us and Sweet Peppers Franchise Systems June 2004 - February 2011
US Army February 2000 - May 2004
Skills
Wealth Preservation..., Asset Prote, Protection Planning, Family Security, Insurance, Key Person Protection, Estate Planning, Leadership, Finance, Analysis, Retirement, Marketing, Sales, Investments, Retirement Planning, Time Management, Life Insurance, Fixed Annuities, Financial Services, Series 6, Term Life Insurance, Long Term Care Insurance, Series 63, Disability Insurance, Multi-generational..., Uniform Combined State..., Securities, Mutual Funds, Training, Recruiting, Long-term Care, Plannning, Microsoft Office
Education
Mississippi State University 2006 — 2009
A.B., Psychology
The American College
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC March 2011 - Present
Eat With Us and Sweet Peppers Franchise Systems June 2004 - February 2011
US Army February 2000 - May 2004
Skills
Wealth Preservation..., Asset Prote, Protection Planning, Family Security, Insurance, Key Person Protection, Estate Planning, Leadership, Finance, Analysis, Retirement, Marketing, Sales, Investments, Retirement Planning, Time Management, Life Insurance, Fixed Annuities, Financial Services, Series 6, Term Life Insurance, Long Term Care Insurance, Series 63, Disability Insurance, Multi-generational..., Uniform Combined State..., Securities, Mutual Funds, Training, Recruiting, Long-term Care, Plannning, Microsoft Office
Education
Mississippi State University 2006 — 2009
A.B., Psychology
The American College
Holly Burns Holly Burns's New York Life Insurance Company Experience October 2010 - May 2011
Job Manager for AITA, Inc
Industry Transportation/Trucking/Railroad
Experience
America's Independent Trucker's Association, Inc (AITA, Inc) November 2011 - Present
HGB Photography August 2011 - Present
Nextech Partners June 2011 - September 2011
New York Life Insurance Company October 2010 - May 2011
DSW November 2009 - October 2010
Gap Inc. August 2003 - January 2010
Dillards September 2000 - August 2003
Structure October 1999 - September 2000
Skills
Merchandising, Management, Marketing, Sales, Retail, Advertising, Team Building, Social Media Marketing, Social Media, Social Networking, Microsoft Excel, Microsoft Word, Time Management, Networking, Leadership
Education
Mississippi College
America's Independent Trucker's Association, Inc (AITA, Inc) November 2011 - Present
HGB Photography August 2011 - Present
Nextech Partners June 2011 - September 2011
New York Life Insurance Company October 2010 - May 2011
DSW November 2009 - October 2010
Gap Inc. August 2003 - January 2010
Dillards September 2000 - August 2003
Structure October 1999 - September 2000
Skills
Merchandising, Management, Marketing, Sales, Retail, Advertising, Team Building, Social Media Marketing, Social Media, Social Networking, Microsoft Excel, Microsoft Word, Time Management, Networking, Leadership
Education
Mississippi College
Deann Olschlager Deann Olschlager's New York Life Insurance Company Experience March 2010 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2010 - Present
Mary Me Bridal January 2010 - Present
New York Life Insurance Harvey ND August 2007 - May 2008
Education
Minot State University 2005 — 2010
Bachelors, Management and Marketing
Minot State University 2005 — 2010
Bachelor of Science, Business Management and Marketing
Minot State University
New York Life Insurance Company March 2010 - Present
Mary Me Bridal January 2010 - Present
New York Life Insurance Harvey ND August 2007 - May 2008
Education
Minot State University 2005 — 2010
Bachelors, Management and Marketing
Minot State University 2005 — 2010
Bachelor of Science, Business Management and Marketing
Minot State University
AnhThy Nguyen AnhThy Nguyen'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
Paramit Corporation November 2006 - May 2014
Education
Mission College 2009 — 2011
General Studies
New York Life Insurance Company May 2014 - Present
Paramit Corporation November 2006 - May 2014
Education
Mission College 2009 — 2011
General Studies
Annie Bushmeyer Annie Bushmeyer's New York Life Insurance Company Experience October 2013 - Present
Job at
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
Bankers Life and Casualty Company February 2010 - September 2013
Education
Millikin University 1998 — 2002
Bachelor of Education (BEd), Elementary Education and Teaching
New York Life Insurance Company October 2013 - Present
Bankers Life and Casualty Company February 2010 - September 2013
Education
Millikin University 1998 — 2002
Bachelor of Education (BEd), Elementary Education and Teaching
Thevan Theivakumar Thevan Theivakumar's New York Life Insurance Company Experience April 2007 - Present
Job Senior Partner at New York Life Insurance Company, CLF
Industry Financial Services
Experience
New York Life Insurance Company April 2007 - Present
New York Life Insurance Company March 1997 - April 2007
Middlesex County College January 1981 - March 1992
Skills
Insurance, Investments, Fixed Annuities, Finance, Portfolio Management, Estate Planning, Mutual Funds, Retirement, Financial Analysis, Recruiting, Management, Fixed Income, Equities, Securities, Wealth Management, Career Development, Strategic Planning, Life Insurance, Small Business, Series 7, Risk Management, Training, Strategic Financial..., Investment Advisory, Term Life Insurance, Long-term Care, Asset Management, Credit, Disability Insurance, Investment Banking, Series 63, Loans, Banking, Health Insurance, Relationship Management, Due Diligence, Asset Managment, Alternative Investments, Series 6, Wealth Accumulation, Retirement Savings, Leadership
Education
Kean University
Bachelors of Science, Business Administration
Middlesex County College
Middlesex County College
New York Life Insurance Company April 2007 - Present
New York Life Insurance Company March 1997 - April 2007
Middlesex County College January 1981 - March 1992
Skills
Insurance, Investments, Fixed Annuities, Finance, Portfolio Management, Estate Planning, Mutual Funds, Retirement, Financial Analysis, Recruiting, Management, Fixed Income, Equities, Securities, Wealth Management, Career Development, Strategic Planning, Life Insurance, Small Business, Series 7, Risk Management, Training, Strategic Financial..., Investment Advisory, Term Life Insurance, Long-term Care, Asset Management, Credit, Disability Insurance, Investment Banking, Series 63, Loans, Banking, Health Insurance, Relationship Management, Due Diligence, Asset Managment, Alternative Investments, Series 6, Wealth Accumulation, Retirement Savings, Leadership
Education
Kean University
Bachelors of Science, Business Administration
Middlesex County College
Middlesex County College
Shelly Lynn Thompson Shelly Lynn Thompson's New York Life Insurance Company Experience September 2011 - July 2012
Job Paralegal/Title Abstractor
Industry Legal Services
Experience
Juice Plus , Health, wellness, fitness December 2000 - Present
Congaree Title & Abstracting, LLC., affiliate of MGC Real Estate July 2012 - September 2015
New York Life Insurance Company September 2011 - July 2012
Thompson Real Estate Services, LLC August 2002 - July 2011
Skills
Insurance, Microsoft Office, Notary Public, Microsoft Word, Customer Service, Contract Negotiation, Microsoft Excel, Public Speaking, Sales, Team Building, Legal Research, Real Estate
Education
University of South Carolina-Columbia 1993 — 1996
Bachelor of Arts (B.A.), Interdisciplinary Studies
Midlands Technical College 1988 — 1990
Associate in Business, Legal Assistant/Paralegal
Juice Plus , Health, wellness, fitness December 2000 - Present
Congaree Title & Abstracting, LLC., affiliate of MGC Real Estate July 2012 - September 2015
New York Life Insurance Company September 2011 - July 2012
Thompson Real Estate Services, LLC August 2002 - July 2011
Skills
Insurance, Microsoft Office, Notary Public, Microsoft Word, Customer Service, Contract Negotiation, Microsoft Excel, Public Speaking, Sales, Team Building, Legal Research, Real Estate
Education
University of South Carolina-Columbia 1993 — 1996
Bachelor of Arts (B.A.), Interdisciplinary Studies
Midlands Technical College 1988 — 1990
Associate in Business, Legal Assistant/Paralegal
Brent Gerber Brent Gerber's New York Life Insurance Company Experience July 1998 - July 2000
Job Agency Manager at Community Development Insurance Services
Industry Insurance
Experience
Community Development Insurance Services July 2006 - Present
State Farm Insurance July 2000 - June 2006
New York Life Insurance Company July 1998 - July 2000
Skills
Public Speaking, Sales Management, Small Business..., Strategic Planning, Team Building, Marketing, New Business Development, Team Leadership, Negotiation, Marketing Communications, Leadership, Budgets, Risk Management, Business Development, Small Business, Insurance, Customer Satisfaction, Customer Service, Management
Education
Minnesota State University, Moorhead 1980 — 1984
B.S., Marketing
Ortonville High School 1977 — 1980
High School Diploma
Community Development Insurance Services July 2006 - Present
State Farm Insurance July 2000 - June 2006
New York Life Insurance Company July 1998 - July 2000
Skills
Public Speaking, Sales Management, Small Business..., Strategic Planning, Team Building, Marketing, New Business Development, Team Leadership, Negotiation, Marketing Communications, Leadership, Budgets, Risk Management, Business Development, Small Business, Insurance, Customer Satisfaction, Customer Service, Management
Education
Minnesota State University, Moorhead 1980 — 1984
B.S., Marketing
Ortonville High School 1977 — 1980
High School Diploma
Drew Lick's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company August 2015 - Present
Sanderson Farms Chicken September 2014 - May 2015
Education
Mississippi State University 2009 — 2013
Bachelor of Science (BS), BSIS - Psychology/Business
Pearl River Community College 2007 — 2008
Business
New York Life Insurance Company August 2015 - Present
Sanderson Farms Chicken September 2014 - May 2015
Education
Mississippi State University 2009 — 2013
Bachelor of Science (BS), BSIS - Psychology/Business
Pearl River Community College 2007 — 2008
Business
Rita A. Capicchioni Rita A. Capicchioni's New York Life Insurance Company Experience 2013 - Present
Job Agent at New York Life specializing in insurance and business protection, retirement and distribution planning.
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Midwest Memorial Group 2012 - 2013
Insurance: WESTERN & SOUTHERN - UIG UNITED INS GROUP - COMBINED INS - STANDARD CURTI 2009 - 2011
Insur Solutions LLC / contract work 2005 - 2010
Penn Corp Financial 1990 - 1994
Skills
Account Management, Marketing Strategy, Sales Management, Sales, Marketing, B2B, Lead Generation, Advertising, Business Development, Online Advertising, Marketing Communications, Long Term Care Insurance, Fixed Annuities, Licensed to Sell...
Education
Michigan State University
Marketing
New York Life Insurance Company 2013 - Present
Midwest Memorial Group 2012 - 2013
Insurance: WESTERN & SOUTHERN - UIG UNITED INS GROUP - COMBINED INS - STANDARD CURTI 2009 - 2011
Insur Solutions LLC / contract work 2005 - 2010
Penn Corp Financial 1990 - 1994
Skills
Account Management, Marketing Strategy, Sales Management, Sales, Marketing, B2B, Lead Generation, Advertising, Business Development, Online Advertising, Marketing Communications, Long Term Care Insurance, Fixed Annuities, Licensed to Sell...
Education
Michigan State University
Marketing
Gregory Sydor's New York Life Insurance Company Experience June 2015 - Present
Job Student at Middlebury College
Industry
Experience
New York Life Insurance Company June 2015 - Present
Education
Middlebury College 2013 — 2017
Sophomore
New York Life Insurance Company June 2015 - Present
Education
Middlebury College 2013 — 2017
Sophomore
Douglas Vanker's New York Life Insurance Company Experience July 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
STACKED Wines, LLC June 2012 - December 2013
Niagara Bottling, LLC September 2011 - June 2012
Niagara Bottling, LLC March 2009 - September 2011
Edwards Lifesciences January 2008 - May 2008
Niagara Bottling, LLC May 2007 - August 2007
Skills
Personal Finance, Retirement Planning, Life Insurance, Permanent Life Insurance, Term Life Insurance, Education Funding..., Investments, 401k Rollovers, Variable Annuities, Mutual Funds, Gifting Strategies, Legacy Planning, Business Insurance..., Supplements to Employee..., Wealth Preservation..., Life Insurance..., Business Networking, Insurance, Networking, Plannning, Planning, Finance, Customer Service, Sales, Marketing
Education
Michigan State University 2004 — 2008
BA, Supply Chain Management
UNSW Australia 2006 — 2006
Study Abroad
Brother Rice High School 2000 — 2004
New York Life Insurance Company July 2014 - Present
STACKED Wines, LLC June 2012 - December 2013
Niagara Bottling, LLC September 2011 - June 2012
Niagara Bottling, LLC March 2009 - September 2011
Edwards Lifesciences January 2008 - May 2008
Niagara Bottling, LLC May 2007 - August 2007
Skills
Personal Finance, Retirement Planning, Life Insurance, Permanent Life Insurance, Term Life Insurance, Education Funding..., Investments, 401k Rollovers, Variable Annuities, Mutual Funds, Gifting Strategies, Legacy Planning, Business Insurance..., Supplements to Employee..., Wealth Preservation..., Life Insurance..., Business Networking, Insurance, Networking, Plannning, Planning, Finance, Customer Service, Sales, Marketing
Education
Michigan State University 2004 — 2008
BA, Supply Chain Management
UNSW Australia 2006 — 2006
Study Abroad
Brother Rice High School 2000 — 2004
Jaril Tudio's New York Life Insurance Company Experience January 2013 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
Bank of America March 2011 - December 2012
The Irvine Company May 2010 - March 2011
Nevada State Bank March 2008 - April 2009
Citibank April 1999 - December 2007
Wells Fargo Bank October 1996 - April 1999
Skills
Asset Protection, Licensed in Long Term..., Small Business, Strategic Planning, Income Protection, Risk Management, 401k Rollovers, Retirement Planning, Annuity Sales, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Wealth Preservation..., Wealth Transfer..., Employee Benefits, Charitable Giving, Estate Planning, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Fixed Annuities, Gifting Strategies, Grandchild Gifting, Key Person Protection, Legacies, Legacy Planning, Licensed Life and..., Life Insurance, Permanent Life Insurance, Retirement Income..., Retirement, Succession Planning, Leadership, Term Life Insurance, Lifetime Income..., Whole Life Insurance, Universal Life, Management, Account Management, New Business Development, Sales, Lead Generation, Marketing, Customer Service, Customer Insight, Strategy, Business Development
Education
Miriam College 1993 — 1996
Bachelor of Arts
New York Life Insurance Company January 2013 - Present
Bank of America March 2011 - December 2012
The Irvine Company May 2010 - March 2011
Nevada State Bank March 2008 - April 2009
Citibank April 1999 - December 2007
Wells Fargo Bank October 1996 - April 1999
Skills
Asset Protection, Licensed in Long Term..., Small Business, Strategic Planning, Income Protection, Risk Management, 401k Rollovers, Retirement Planning, Annuity Sales, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Wealth Preservation..., Wealth Transfer..., Employee Benefits, Charitable Giving, Estate Planning, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Fixed Annuities, Gifting Strategies, Grandchild Gifting, Key Person Protection, Legacies, Legacy Planning, Licensed Life and..., Life Insurance, Permanent Life Insurance, Retirement Income..., Retirement, Succession Planning, Leadership, Term Life Insurance, Lifetime Income..., Whole Life Insurance, Universal Life, Management, Account Management, New Business Development, Sales, Lead Generation, Marketing, Customer Service, Customer Insight, Strategy, Business Development
Education
Miriam College 1993 — 1996
Bachelor of Arts
Gabriel Rakower Gabriel Rakower's New York Life Insurance Company Experience June 2010 - June 2014
Job Financial Advisor at AIG Financial Network
Industry Insurance
Experience
AIG Financial Network July 2014 - Present
New York Life Insurance Company June 2010 - June 2014
NYLIFE Securities LLC June 2010 - June 2014
Mis Niños & Yo Magazine 1998 - 2009
CREACOM PUBLICIDAD 1993 - 2000
Skills
Annuities, Retirement Planning, Long Term Care, Insurance, IRA's, Series 6, Long-term Care, 401k, Annuity, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, IRAs, Financial Services, Life Insurance, Retirement, Disability Insurance, Estate Planning, Financial Planners, 401k Rollovers, Mortgage Protection, Licensed Life Insurance..., Protection..., Small Business, Series 63, Pensions, Finance, Securities, Long Term Care Insurance, Mortgage Marketing, Wealth Accumulation, Wealth, FINRA, Variable Annuities, Strategic Financial..., Series 7, Financial Planning
Education
Colegio Moral y Luces Herzl-Bialick
Michigan State University
MA- Journalism, Advertising
Universidad Central de Venezuela
Law - Abogado
AIG Financial Network July 2014 - Present
New York Life Insurance Company June 2010 - June 2014
NYLIFE Securities LLC June 2010 - June 2014
Mis Niños & Yo Magazine 1998 - 2009
CREACOM PUBLICIDAD 1993 - 2000
Skills
Annuities, Retirement Planning, Long Term Care, Insurance, IRA's, Series 6, Long-term Care, 401k, Annuity, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, IRAs, Financial Services, Life Insurance, Retirement, Disability Insurance, Estate Planning, Financial Planners, 401k Rollovers, Mortgage Protection, Licensed Life Insurance..., Protection..., Small Business, Series 63, Pensions, Finance, Securities, Long Term Care Insurance, Mortgage Marketing, Wealth Accumulation, Wealth, FINRA, Variable Annuities, Strategic Financial..., Series 7, Financial Planning
Education
Colegio Moral y Luces Herzl-Bialick
Michigan State University
MA- Journalism, Advertising
Universidad Central de Venezuela
Law - Abogado
Abigail Lesher's New York Life Insurance Company Experience October 2008 - January 2010
Job Reading Interventionist/Coach at Robbinsdale Area Schools (in Minnesota)
Industry Professional Training & Coaching
Experience
Robbinsdale Area Schools (in Minnesota) August 2014 - Present
Mounds View Public Schools July 2013 - July 2014
St. Cloud Area School District 742 August 2011 - July 2013
Independent School District 917 February 2010 - August 2011
Independent School District 192 September 2009 - August 2011
Little Minds Learning Center 2010 - 2011
New York Life Insurance Company October 2008 - January 2010
Independent School District 271 April 2009 - June 2009
HealthPartners June 2006 - August 2006
Skills
Teaching, Curriculum Design, Curriculum Development, Special Education, Literacy, Educational Technology, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Prezi, SLR Cameras, Photoshop, iPads, 6 + 1 Traits of Writing, Middle School, Classroom Management, Training, Projection Systems, SMARTboard, Document Camera, Developmental Designs, Kansas University..., Kansas University Unit..., Kansas University Word..., Words Their Way, Gradual Release Model, Writers/Readers Workshop, Common Formative..., Language Arts, Staff Development, Tutoring, Differentiated..., Technology Integration, Curriculum Mapping, Editing, Secondary Education, Research, RTI, ESL, Data Driven Instruction, Balanced Literacy, Reading Intervention, Gifted Education, PBIS, STEM, National Urban..., International..., ENVoY, Camtasia
Education
Saint Mary's University of Minnesota 2012 — 2014
Master's Degree, Reading Endorsement and Masters in Literacy Education, 4.0
Minnesota State University, Mankato 2003 — 2007
Bachelor of Science, Elementary Education
Eastview Sr. High 1999 — 2003
General Education, General Studies
Robbinsdale Area Schools (in Minnesota) August 2014 - Present
Mounds View Public Schools July 2013 - July 2014
St. Cloud Area School District 742 August 2011 - July 2013
Independent School District 917 February 2010 - August 2011
Independent School District 192 September 2009 - August 2011
Little Minds Learning Center 2010 - 2011
New York Life Insurance Company October 2008 - January 2010
Independent School District 271 April 2009 - June 2009
HealthPartners June 2006 - August 2006
Skills
Teaching, Curriculum Design, Curriculum Development, Special Education, Literacy, Educational Technology, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Prezi, SLR Cameras, Photoshop, iPads, 6 + 1 Traits of Writing, Middle School, Classroom Management, Training, Projection Systems, SMARTboard, Document Camera, Developmental Designs, Kansas University..., Kansas University Unit..., Kansas University Word..., Words Their Way, Gradual Release Model, Writers/Readers Workshop, Common Formative..., Language Arts, Staff Development, Tutoring, Differentiated..., Technology Integration, Curriculum Mapping, Editing, Secondary Education, Research, RTI, ESL, Data Driven Instruction, Balanced Literacy, Reading Intervention, Gifted Education, PBIS, STEM, National Urban..., International..., ENVoY, Camtasia
Education
Saint Mary's University of Minnesota 2012 — 2014
Master's Degree, Reading Endorsement and Masters in Literacy Education, 4.0
Minnesota State University, Mankato 2003 — 2007
Bachelor of Science, Elementary Education
Eastview Sr. High 1999 — 2003
General Education, General Studies
Brendan Messenger, LUTCF, ChFC® , CFP® Brendan Messenger, LUTCF, ChFC® , CFP®'s New York Life Insurance Company Experience January 2007 - January 2011
Job Insurance Specialist/Financial Planner
Industry Insurance
Experience
TaKoda Insurance May 2015 - Present
CBS Insurance LLP January 2011 - May 2015
New York Life Insurance Company January 2007 - January 2011
US Army January 2002 - December 2006
Skills
Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., General Insurance, Term Life Insurance, Disability Insurance, Life Insurance, Liability, Claim, Underwriting, Casualty, Legal Liability, Fixed Annuities, Umbrella Insurance, Medicare, Workers Compensation, Long-term Care, Commercial Lines, Employee Benefits, IRAs, Retirement Planning
Education
Midwestern State University 1997 — 2001
Bachelor's degree
TaKoda Insurance May 2015 - Present
CBS Insurance LLP January 2011 - May 2015
New York Life Insurance Company January 2007 - January 2011
US Army January 2002 - December 2006
Skills
Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., General Insurance, Term Life Insurance, Disability Insurance, Life Insurance, Liability, Claim, Underwriting, Casualty, Legal Liability, Fixed Annuities, Umbrella Insurance, Medicare, Workers Compensation, Long-term Care, Commercial Lines, Employee Benefits, IRAs, Retirement Planning
Education
Midwestern State University 1997 — 2001
Bachelor's degree
Deepak Panjwani Deepak Panjwani's New York Life Insurance Company Experience May 2012 - February 2013
Job Global Data Analyst at Bloomberg LP
Industry Market Research
Experience
Bloomberg LP May 2014 - Present
Bloomberg LP (via Accounting Principals) January 2014 - March 2014
Bloomberg LP (via Accounting Principals) May 2013 - January 2014
New York Life Insurance Company May 2012 - February 2013
Indus American Bank November 2011 - April 2012
HSBC May 2009 - September 2011
CEC Entertainment January 2006 - July 2010
Township of Edison; Recreational Department June 2004 - August 2008
Skills
Management, Sales, Customer Retention, Risk Management, Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Financial Risk, Project Planning, Analysis, Investments, Financial Services, Lifting, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Bloomberg, Team Building, Leadership, Public Speaking, Time Management, Data Analysis, Project Management, Social Media, Marketing, Event Planning, Financial Modeling, Business Strategy, Banking, Equities, Outlook, Portfolio Management, Market Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
BS, Finance
Middlesex County College 2008 — 2010
AA, Liberal Arts Business
Bloomberg LP May 2014 - Present
Bloomberg LP (via Accounting Principals) January 2014 - March 2014
Bloomberg LP (via Accounting Principals) May 2013 - January 2014
New York Life Insurance Company May 2012 - February 2013
Indus American Bank November 2011 - April 2012
HSBC May 2009 - September 2011
CEC Entertainment January 2006 - July 2010
Township of Edison; Recreational Department June 2004 - August 2008
Skills
Management, Sales, Customer Retention, Risk Management, Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Financial Risk, Project Planning, Analysis, Investments, Financial Services, Lifting, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Bloomberg, Team Building, Leadership, Public Speaking, Time Management, Data Analysis, Project Management, Social Media, Marketing, Event Planning, Financial Modeling, Business Strategy, Banking, Equities, Outlook, Portfolio Management, Market Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
BS, Finance
Middlesex County College 2008 — 2010
AA, Liberal Arts Business
Timothy Schwister's New York Life Insurance Company Experience March 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
Freemasons 2011 - 2015
LiquiTec March 2012 - July 2012
Northern Lights Productions June 2010 - June 2011
Skills
Life Insurance, Fixed Asset Management, Key Person Protection, Permanent Life Insurance, Licensed Life Insurance..., Account Management, Marketing, Employee Benefits, Marketing Strategy, Leadership, Strategic Planning, Social Media Marketing, Management, Estate Planning, Insurance, Sales Management, Team Building, New Business Development, IRA Rollovers, Protection..., Wealth Preservation..., Supplements to Employee..., LGBT Planning, Charitable Giving, Risk Management, Key Person Insurance, Sales Process, Multi-Generational..., Grandchild Gifting, Annuity Sales, Term Life Insurance, Buy-sell Agreements, 401(k) Rollovers
Education
Port Washington HS
University of Wisconsin-Milwaukee 1997 — 1999
BFA, Theatre
Milwaukee Area Technical College 2002 — 2002
Electronics Coursework, high voltage, Electrical
New York Life Insurance Company March 2014 - Present
Freemasons 2011 - 2015
LiquiTec March 2012 - July 2012
Northern Lights Productions June 2010 - June 2011
Skills
Life Insurance, Fixed Asset Management, Key Person Protection, Permanent Life Insurance, Licensed Life Insurance..., Account Management, Marketing, Employee Benefits, Marketing Strategy, Leadership, Strategic Planning, Social Media Marketing, Management, Estate Planning, Insurance, Sales Management, Team Building, New Business Development, IRA Rollovers, Protection..., Wealth Preservation..., Supplements to Employee..., LGBT Planning, Charitable Giving, Risk Management, Key Person Insurance, Sales Process, Multi-Generational..., Grandchild Gifting, Annuity Sales, Term Life Insurance, Buy-sell Agreements, 401(k) Rollovers
Education
Port Washington HS
University of Wisconsin-Milwaukee 1997 — 1999
BFA, Theatre
Milwaukee Area Technical College 2002 — 2002
Electronics Coursework, high voltage, Electrical
Shannon Clem's New York Life Insurance Company Experience 2006 - 2011
Job Operations Manager at HomeWell Senior Care
Industry Hospital & Health Care
Experience
HomeWell Senior Care June 2011 - Present
HomeWell Senior Care June 2011 - Present
New York Life Insurance Company 2006 - 2011
New York Life Insurance Company 2006 - 2011
Skills
Business Relationship..., Strategic Communications, Public Speaking, Public Relations, Contract Management, Recruiting, New Business Development, Direct Sales, Sales Operations, Systems Engineering, Customer Service, Finance, Financial Services, Team Building, Leadership, Management, Analysis, Sales, Small Business, Financial Analysis, Long-term Care, Financial Planning, Business Planning
Education
Middle Tennessee State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Economics and Finance
Robert Service High School 1992 — 1996
HomeWell Senior Care June 2011 - Present
HomeWell Senior Care June 2011 - Present
New York Life Insurance Company 2006 - 2011
New York Life Insurance Company 2006 - 2011
Skills
Business Relationship..., Strategic Communications, Public Speaking, Public Relations, Contract Management, Recruiting, New Business Development, Direct Sales, Sales Operations, Systems Engineering, Customer Service, Finance, Financial Services, Team Building, Leadership, Management, Analysis, Sales, Small Business, Financial Analysis, Long-term Care, Financial Planning, Business Planning
Education
Middle Tennessee State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Economics and Finance
Robert Service High School 1992 — 1996
Jan Ansbro Jan Ansbro's New York Life Insurance Company Experience June 1999 - November 2012
Job Independent Consultant at Selfemployed
Industry Financial Services
Experience
Self-employd March 2013 - Present
New York Life Insurance Company June 1999 - November 2012
Westin Rio Mar April 1997 - June 1999
Skills
Trade Shows, Customer Service, Sales, Variable Annuities, Strategic Planning, Marketing Strategy, Social Media Marketing, Series 6, Fundraising, Public Relations, Project Planning, Contract Negotiation, Hotels, Event Management
Education
SUNY Stony Brook 1970 — 1972
Master of Arts (MA), Spanish and Iberian Studies
Middlebury College 1968 — 1969
Master of Arts (MA), Spanish Language and Literature
Self-employd March 2013 - Present
New York Life Insurance Company June 1999 - November 2012
Westin Rio Mar April 1997 - June 1999
Skills
Trade Shows, Customer Service, Sales, Variable Annuities, Strategic Planning, Marketing Strategy, Social Media Marketing, Series 6, Fundraising, Public Relations, Project Planning, Contract Negotiation, Hotels, Event Management
Education
SUNY Stony Brook 1970 — 1972
Master of Arts (MA), Spanish and Iberian Studies
Middlebury College 1968 — 1969
Master of Arts (MA), Spanish Language and Literature
Brandon Collins Brandon Collins's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Mary Fallin for Oklahoma Governor January 2014 - January 2015
Dewey Bartlett for Tulsa Mayor May 2013 - November 2013
Oklahoma House of Representatives January 2013 - May 2013
Hungry Howie's Pizza, Inc. January 2012 - March 2013
Sodexo September 2011 - December 2012
Skills
Customer Service, Profit, Politics, Public Relations, Communication, Community Outreach, Strategic Planning, Public Speaking, Policy Analysis, Constituent Services, Constituent Relations, Team Leadership, Political Campaigns, Management, Grassroots Organizing, Marketing, Fundraising, Legislation, Legislative Relations, Nonprofits, Social Media, Event Management, Social Networking, Speech Writing, Research, Press Releases, Policy, Social Media Marketing, Government, Public Policy, Editing, Wealth Transfer..., Education Funding..., Small Business, Long-Term Care Insurance, Whole Life Insurance, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Retirement Planning
Education
Oral Roberts University 2011 — 2013
Bachelor of Science (B.S.), Political Science and Business
Missouri State University 2009 — 2011
Associate's degree, General Studies
New York Life Insurance Company June 2015 - Present
Mary Fallin for Oklahoma Governor January 2014 - January 2015
Dewey Bartlett for Tulsa Mayor May 2013 - November 2013
Oklahoma House of Representatives January 2013 - May 2013
Hungry Howie's Pizza, Inc. January 2012 - March 2013
Sodexo September 2011 - December 2012
Skills
Customer Service, Profit, Politics, Public Relations, Communication, Community Outreach, Strategic Planning, Public Speaking, Policy Analysis, Constituent Services, Constituent Relations, Team Leadership, Political Campaigns, Management, Grassroots Organizing, Marketing, Fundraising, Legislation, Legislative Relations, Nonprofits, Social Media, Event Management, Social Networking, Speech Writing, Research, Press Releases, Policy, Social Media Marketing, Government, Public Policy, Editing, Wealth Transfer..., Education Funding..., Small Business, Long-Term Care Insurance, Whole Life Insurance, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Retirement Planning
Education
Oral Roberts University 2011 — 2013
Bachelor of Science (B.S.), Political Science and Business
Missouri State University 2009 — 2011
Associate's degree, General Studies
Josh Dillingham Josh Dillingham's New York Life Insurance Company Experience October 2010 - July 2011
Job Procurement Analyst and Strategic Sourcing Specialist Memphis
Industry Logistics and Supply Chain
Experience
Lucite International August 2011 - Present
New York Life Insurance Company October 2010 - July 2011
US Department of Commerce, Census Bureau April 2010 - August 2010
Mississippi State University August 2009 - April 2010
International Paper January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Process Improvement, Access, Research, Microsoft Word, Data Analysis, Inventory Management, Public Speaking, Purchasing, Teamwork, Spanish, Supply Chain Management, Analysis, Leadership, Project Planning, Social Media, Forecasting, Team Building, Procurement, Business Strategy, Pricing, Management, Supply Chain, Logistics
Education
Mississippi State University - College of Business and Industry 2004 — 2009
International Business, Logistics, Spanish, Marketing
Universidad de Costa Rica 2007 — 2007
Certificate of Completion, Spanish
Lucite International August 2011 - Present
New York Life Insurance Company October 2010 - July 2011
US Department of Commerce, Census Bureau April 2010 - August 2010
Mississippi State University August 2009 - April 2010
International Paper January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Process Improvement, Access, Research, Microsoft Word, Data Analysis, Inventory Management, Public Speaking, Purchasing, Teamwork, Spanish, Supply Chain Management, Analysis, Leadership, Project Planning, Social Media, Forecasting, Team Building, Procurement, Business Strategy, Pricing, Management, Supply Chain, Logistics
Education
Mississippi State University - College of Business and Industry 2004 — 2009
International Business, Logistics, Spanish, Marketing
Universidad de Costa Rica 2007 — 2007
Certificate of Completion, Spanish
Brent Critchfield Brent Critchfield's New York Life Insurance Company Experience 2001 - 2006
Job Internet Sales Consultant at Page 1 Solutions LLC
Industry Marketing and Advertising
Experience
Page 1 Solutions March 2015 - Present
Eyes on the Fly February 2009 - Present
VisionAmp Marketing, LLC November 2011 - March 2015
Yellowstone National Park May 2009 - November 2011
Berkshire Hathaway May 2008 - May 2009
Keystone Ski Resort December 2007 - April 2008
Mass Mutual Insurance Company March 2007 - December 2007
New York Life Insurance Company 2001 - 2006
PGA National Resort & Spa September 1999 - 2001
Millwood Golf and Racquet Club April 1996 - September 1999
Education
Missouri State University 1996 — 1999
BA, Marketing/Management, 3.2
Penn Valley Community College 1994 — 1996
Associates Degree, Business Administration and Management, General, 3.1
Page 1 Solutions March 2015 - Present
Eyes on the Fly February 2009 - Present
VisionAmp Marketing, LLC November 2011 - March 2015
Yellowstone National Park May 2009 - November 2011
Berkshire Hathaway May 2008 - May 2009
Keystone Ski Resort December 2007 - April 2008
Mass Mutual Insurance Company March 2007 - December 2007
New York Life Insurance Company 2001 - 2006
PGA National Resort & Spa September 1999 - 2001
Millwood Golf and Racquet Club April 1996 - September 1999
Education
Missouri State University 1996 — 1999
BA, Marketing/Management, 3.2
Penn Valley Community College 1994 — 1996
Associates Degree, Business Administration and Management, General, 3.1
Bethany Hein Bethany Hein's New York Life Insurance Company Experience April 2010 - Present
Job Dedicated New York Life Agent, active member of the local communities, blessed mother of two and loving wife.
Industry Financial Services
Experience
New York Life Insurance Company April 2010 - Present
Sysco July 2004 - April 2010
Skills
Licensed Life Insurance..., Annuity Sales, Retirement Planning, 401k Rollovers, Protection..., Small Business..., Asset Protection, Retirement, Estate Planning, Insurance, Investments, Key Person Insurance, Multitasking Skills, Multi-generational..., Multi-generational..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Gifting Strategies
Education
Montana State University-Billings 2002 — 2004
Bachelor's of Science, Business Administration - Marketing/Management, 4.0
Miles Community College 2000 — 2002
Associate's degree, General Studies
New York Life Insurance Company April 2010 - Present
Sysco July 2004 - April 2010
Skills
Licensed Life Insurance..., Annuity Sales, Retirement Planning, 401k Rollovers, Protection..., Small Business..., Asset Protection, Retirement, Estate Planning, Insurance, Investments, Key Person Insurance, Multitasking Skills, Multi-generational..., Multi-generational..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Gifting Strategies
Education
Montana State University-Billings 2002 — 2004
Bachelor's of Science, Business Administration - Marketing/Management, 4.0
Miles Community College 2000 — 2002
Associate's degree, General Studies
Josh Denny's New York Life Insurance Company Experience April 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 2011 - Present
OSR Physical Therapy August 2007 - September 2011
Skills
Insurance, Long Term Care Insurance, 401k Rollovers, Estate Planning, Retirement, Customer Service, Finance, Financial Services, Microsoft Office, Leadership, Sales, Marketing, Securities, Team Building
Education
Minnesota State University, Mankato 2003 — 2007
Bachelors, Finance, Physiology
New York Life Insurance Company April 2011 - Present
OSR Physical Therapy August 2007 - September 2011
Skills
Insurance, Long Term Care Insurance, 401k Rollovers, Estate Planning, Retirement, Customer Service, Finance, Financial Services, Microsoft Office, Leadership, Sales, Marketing, Securities, Team Building
Education
Minnesota State University, Mankato 2003 — 2007
Bachelors, Finance, Physiology
Kristina Voloshanovskaya Kristina Voloshanovskaya's New York Life Insurance Company Experience July 2014 - December 2014
Job
Industry Insurance
Experience
New York Life Insurance Company July 2014 - December 2014
Weichert, Realtors February 2008 - January 2009
Wells Fargo September 2006 - August 2007
Caché, Inc. February 2000 - May 2006
Skills
Customer Service, Microsoft Excel, Team Leadership, Employee Training, Personal Development, Business Ethics, Customer Relations, Customer Retention, Customer Satisfaction, Problem Solving, Delegation, Thrive in A Fast-paced..., Quick Study, Inventory Control, Bookkeeping, Sales, Sales Management, Real Estate, Restaurants, Food & Beverage, Food Safety, Bartending, Scheduling
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Bachelor's degree in Finance, Finance, General
Middlesex County College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.25
New York Life Insurance Company July 2014 - December 2014
Weichert, Realtors February 2008 - January 2009
Wells Fargo September 2006 - August 2007
Caché, Inc. February 2000 - May 2006
Skills
Customer Service, Microsoft Excel, Team Leadership, Employee Training, Personal Development, Business Ethics, Customer Relations, Customer Retention, Customer Satisfaction, Problem Solving, Delegation, Thrive in A Fast-paced..., Quick Study, Inventory Control, Bookkeeping, Sales, Sales Management, Real Estate, Restaurants, Food & Beverage, Food Safety, Bartending, Scheduling
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Bachelor's degree in Finance, Finance, General
Middlesex County College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.25
Joshua Van Drese Joshua Van Drese's New York Life Insurance Company Experience February 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
Skills
Business Strategy, Microsoft Excel, Business Analysis, Strategic Planning, Microsoft Office, Finance, Customer Service, Sales, Marketing, Analysis, Banking, Risk Management, Financial Markets
Education
Middle Tennessee State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Economics
New York Life Insurance Company February 2015 - Present
Skills
Business Strategy, Microsoft Excel, Business Analysis, Strategic Planning, Microsoft Office, Finance, Customer Service, Sales, Marketing, Analysis, Banking, Risk Management, Financial Markets
Education
Middle Tennessee State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Vick Guo Vick Guo's New York Life Insurance Company Experience April 2011 - February 2013
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo October 2013 - November 2014
New York Life Insurance Company April 2011 - February 2013
Skills
Investments, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Managment, Financial Services, Risk Management, Finance, Insurance, Business Planning, Investment Advisory, Competitive Analysis, Business, Business Development, Business Strategy, Retirement Planning, Managerial Finance, Asset Management, Analysis, Forecasting, Leadership, Management
Education
Middle Tennessee State University 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Middle Tennessee State University 2007 — 2011
Bachelor of Science (BS), Accounting
Wells Fargo December 2014 - Present
Wells Fargo October 2013 - November 2014
New York Life Insurance Company April 2011 - February 2013
Skills
Investments, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Managment, Financial Services, Risk Management, Finance, Insurance, Business Planning, Investment Advisory, Competitive Analysis, Business, Business Development, Business Strategy, Retirement Planning, Managerial Finance, Asset Management, Analysis, Forecasting, Leadership, Management
Education
Middle Tennessee State University 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Middle Tennessee State University 2007 — 2011
Bachelor of Science (BS), Accounting
Brent Lineberry Brent Lineberry's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Education
Middle Tennessee State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company December 2014 - Present
Education
Middle Tennessee State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Tyler Rasmuson Tyler Rasmuson's New York Life Insurance Company Experience June 2011 - November 2013
Job Financial Consultant at Carillon Group
Industry Financial Services
Experience
Carillon Group February 2015 - Present
Transamerica December 2013 - Present
New York Life Insurance Company June 2011 - November 2013
Vector Marketing May 2010 - February 2011
Skills
Advertising, Cold Calling, Customer Service, Direct Sales, Fixed Annuities, Leadership, Retail, Sales, Sales Management, Savings, Succession Planning, Team Building, Analysis, Time Management
Education
Millikin University 2007 — 2011
Bachelors, Biology
Roanoke Benson Highschool 2003 — 2007
Carillon Group February 2015 - Present
Transamerica December 2013 - Present
New York Life Insurance Company June 2011 - November 2013
Vector Marketing May 2010 - February 2011
Skills
Advertising, Cold Calling, Customer Service, Direct Sales, Fixed Annuities, Leadership, Retail, Sales, Sales Management, Savings, Succession Planning, Team Building, Analysis, Time Management
Education
Millikin University 2007 — 2011
Bachelors, Biology
Roanoke Benson Highschool 2003 — 2007
Demarr Love Demarr Love's New York Life Insurance Company Experience April 2013 - September 2013
Job UT Southwestern Medical Center
Industry Information Technology and Services
Experience
UT Southwestern Medical Center at Dallas 2013 - 2014
New York Life Insurance Company April 2013 - September 2013
Skills
Software Documentation, Time Management, Data Entry, Research, Technical Support, Healthcare, Customer Service, Microsoft Office, Process Improvement, Microsoft Excel, Healthcare Information..., Outlook, Hospitals, PowerPoint, Data Analysis
Education
Midwestern State University 2004 — 2008
Lake Highlands
UT Southwestern Medical Center at Dallas 2013 - 2014
New York Life Insurance Company April 2013 - September 2013
Skills
Software Documentation, Time Management, Data Entry, Research, Technical Support, Healthcare, Customer Service, Microsoft Office, Process Improvement, Microsoft Excel, Healthcare Information..., Outlook, Hospitals, PowerPoint, Data Analysis
Education
Midwestern State University 2004 — 2008
Lake Highlands
Courtney Ogunpola Courtney Ogunpola's New York Life Insurance Company Experience January 2013 - Present
Job Ass. Dir. Admissions Daymar College
Industry Higher Education
Experience
Daymar College February 2015 - Present
New York Life Insurance Company January 2013 - Present
Touch globe Marketing incorporated September 2011 - February 2014
Skills
Sales Management, Marketing Strategy, Customer Service, Advertising
Education
Middle Tennessee State University 2010 — 2014
Bachelor's Degree, Political Economy
Daymar College February 2015 - Present
New York Life Insurance Company January 2013 - Present
Touch globe Marketing incorporated September 2011 - February 2014
Skills
Sales Management, Marketing Strategy, Customer Service, Advertising
Education
Middle Tennessee State University 2010 — 2014
Bachelor's Degree, Political Economy
Ryan Estep Ryan Estep's New York Life Insurance Company Experience October 2014 - Present
Job Fencer at US Paralympics
Industry
Experience
New York Life Insurance Company October 2014 - Present
US Paralympics November 2010 - Present
Education
Mississippi College 2012 — 2016
New York Life Insurance Company October 2014 - Present
US Paralympics November 2010 - Present
Education
Mississippi College 2012 — 2016
Robert DePresco's New York Life Insurance Company Experience September 2011 - June 2013
Job Intelligence Analyst at Forfeiture Support Associates, LLC.
Industry Law Enforcement
Experience
Forfeiture Support Associates, LLC. / United States Postal Inspection Service June 2013 - Present
New York Life Insurance Company September 2011 - June 2013
Ciro's Ristorante June 2009 - December 2011
Solo Bella Restaurant April 2010 - August 2011
Basile's Italian Bistro May 2002 - June 2009
Howell Township Police Department January 2009 - May 2009
Skills
Information Technology, Security, Emergency Management, Disaster Recovery, Law Enforcement...
Education
New Jersey City University 2007 — 2011
Master of Science (M.S.), Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Middlesex County College
Associate of Science, Criminal Justice; Police Science
New Jersey City University
Master of Science; Bachelor of Science, National Security Studies; Criminal Justice and Professional Security Studies
Forfeiture Support Associates, LLC. / United States Postal Inspection Service June 2013 - Present
New York Life Insurance Company September 2011 - June 2013
Ciro's Ristorante June 2009 - December 2011
Solo Bella Restaurant April 2010 - August 2011
Basile's Italian Bistro May 2002 - June 2009
Howell Township Police Department January 2009 - May 2009
Skills
Information Technology, Security, Emergency Management, Disaster Recovery, Law Enforcement...
Education
New Jersey City University 2007 — 2011
Master of Science (M.S.), Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Middlesex County College
Associate of Science, Criminal Justice; Police Science
New Jersey City University
Master of Science; Bachelor of Science, National Security Studies; Criminal Justice and Professional Security Studies
Frank Hickman II, LUTCF Frank Hickman II, LUTCF's New York Life Insurance Company Experience 2005 - 2011
Job Associate General Agent at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services May 2013 - Present
Priority Financial Group April 2011 - May 2013
New York Life Insurance Company 2005 - 2011
DHL Worldwide Express 1992 - 2005
DHL Express 1992 - 2005
TNT Skypak International 1985 - 1992
Skills
Strategy, Small Business, Management, Strategic Planning, Team Building, Public Speaking, Leadership, Leadership Development, New Business Development, Business Development, Operations Management, Sales Management, Business Planning, Account Management, Training, Marketing, Public Relations, Team Leadership, Analysis, Logistics, Marketing Strategy, Business Strategy, Entrepreneurship, Sales Process, Seminar Selling, Insurance, Tax Advantaged Planning
Education
Sandler Sales Training 2010 — 2014
Intensive sales regimen regarding prospect behavior.
The American College 2005 — 2011
Life Underwriter Training Course Fellow, Financial Planning and Estate Planning, Awarded LUTCF Distinguished Degree
Middle Tennessee State University 1965 — 1969
Bachelor of Science, History
Ohio National Financial Services May 2013 - Present
Priority Financial Group April 2011 - May 2013
New York Life Insurance Company 2005 - 2011
DHL Worldwide Express 1992 - 2005
DHL Express 1992 - 2005
TNT Skypak International 1985 - 1992
Skills
Strategy, Small Business, Management, Strategic Planning, Team Building, Public Speaking, Leadership, Leadership Development, New Business Development, Business Development, Operations Management, Sales Management, Business Planning, Account Management, Training, Marketing, Public Relations, Team Leadership, Analysis, Logistics, Marketing Strategy, Business Strategy, Entrepreneurship, Sales Process, Seminar Selling, Insurance, Tax Advantaged Planning
Education
Sandler Sales Training 2010 — 2014
Intensive sales regimen regarding prospect behavior.
The American College 2005 — 2011
Life Underwriter Training Course Fellow, Financial Planning and Estate Planning, Awarded LUTCF Distinguished Degree
Middle Tennessee State University 1965 — 1969
Bachelor of Science, History
Lowell Arnold Lowell Arnold's New York Life Insurance Company Experience September 2001 - Present
Job Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2001 - Present
Skills
Customer Service..., Customer Service..., Project Management, Performance Management, Call Centers, Life Insurance, Customer Retention, Quality Management, Quality Improvement, Quality Assurance, Outbound Marketing, Outbound Training, Sales Management, Sales Operations, Mortgage Servicing, Airline Reservations, Life & Health Insurance..., Term Life Insurance
Education
Minnesota State University, Moorhead 1986 — 1989
N/A, Criminology
Steele-Dawson High School 1982 — 1986
New York Life Insurance Company September 2001 - Present
Skills
Customer Service..., Customer Service..., Project Management, Performance Management, Call Centers, Life Insurance, Customer Retention, Quality Management, Quality Improvement, Quality Assurance, Outbound Marketing, Outbound Training, Sales Management, Sales Operations, Mortgage Servicing, Airline Reservations, Life & Health Insurance..., Term Life Insurance
Education
Minnesota State University, Moorhead 1986 — 1989
N/A, Criminology
Steele-Dawson High School 1982 — 1986
Derrick Knight Derrick Knight's New York Life Insurance Company Experience December 2010 - June 2011
Job Agent at Transamerica
Industry Financial Services
Experience
Transamerica August 2012 - Present
DK Securities, LLC July 2011 - Present
New York Life Insurance Company December 2010 - June 2011
National Agents Alliance August 2010 - November 2010
W. D. Boyce Council, BSA June 2007 - June 2009
Millikin University 2004 - 2007
Millikin University 2004 - 2007
Millikin University September 2005 - March 2006
Greater Decatur YMCA July 2005 - August 2005
Millikin University January 2005 - May 2005
Skills
Financial Advisory, Public Speaking, Customer Service, Insurance, Microsoft Office, Financial Analysis, Non-profits, Microsoft Excel, PowerPoint, Event Planning, Social Media, Accounting, Strategic Planning, Microsoft Word, Budgets, Time Management, Leadership, Team Building, Research, Fundraising, Strategic Financial..., Employee Relations, Health Insurance, Contract Negotiation, Long-term Care, Training, Nonprofits, Sales, Life Insurance, Marketing, Social Networking, New Business Development, Small Business, Finance
Education
Millikin University 2004 — 2007
B.S., Business Management
Millikin University 2004 — 2007
B.S, Business Management
Richland Community College 2002 — 2004
A.S., Accounting
Richland Community College 2002 — 2004
A.S. - Associates, Science (Accounting Concentration)
Transamerica August 2012 - Present
DK Securities, LLC July 2011 - Present
New York Life Insurance Company December 2010 - June 2011
National Agents Alliance August 2010 - November 2010
W. D. Boyce Council, BSA June 2007 - June 2009
Millikin University 2004 - 2007
Millikin University 2004 - 2007
Millikin University September 2005 - March 2006
Greater Decatur YMCA July 2005 - August 2005
Millikin University January 2005 - May 2005
Skills
Financial Advisory, Public Speaking, Customer Service, Insurance, Microsoft Office, Financial Analysis, Non-profits, Microsoft Excel, PowerPoint, Event Planning, Social Media, Accounting, Strategic Planning, Microsoft Word, Budgets, Time Management, Leadership, Team Building, Research, Fundraising, Strategic Financial..., Employee Relations, Health Insurance, Contract Negotiation, Long-term Care, Training, Nonprofits, Sales, Life Insurance, Marketing, Social Networking, New Business Development, Small Business, Finance
Education
Millikin University 2004 — 2007
B.S., Business Management
Millikin University 2004 — 2007
B.S, Business Management
Richland Community College 2002 — 2004
A.S., Accounting
Richland Community College 2002 — 2004
A.S. - Associates, Science (Accounting Concentration)
James Itsell James Itsell's New York Life Insurance Company Experience December 2006 - December 2010
Job Registered Representative at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies January 2011 - Present
New York Life Insurance Company December 2006 - December 2010
Education
Michigan State University 1997 — 2000
Bachelor's, Finance
Michigan Financial Companies January 2011 - Present
New York Life Insurance Company December 2006 - December 2010
Education
Michigan State University 1997 — 2000
Bachelor's, Finance
Travis Trufant Travis Trufant's New York Life Insurance Company Experience September 2009 - Present
Job Financial Services Professional for New York Life
Industry Financial Services
Experience
New York Life Insurance Company September 2009 - Present
Tru Designs LLC 2008 - Present
Education
Michigan State University 2002 — 2007
Construction Management
New York Life Insurance Company September 2009 - Present
Tru Designs LLC 2008 - Present
Education
Michigan State University 2002 — 2007
Construction Management
Mr. Chadwick Nason Mr. Chadwick Nason's New York Life Insurance Company Experience November 2010 - March 2011
Job Remote Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional May 2015 - Present
Region 8 Mental Health June 2014 - Present
DICK'S Sporting Goods October 2013 - July 2014
Best Buy April 2011 - October 2013
Mississippi Department of Revenue February 2012 - April 2013
Mississippi Department of Revenue February 2012 - April 2012
Young Law Firm (PLLC) May 2011 - August 2011
L-3 Communications February 2009 - April 2011
New York Life Insurance Company November 2010 - March 2011
Vector Marketing January 2009 - December 2009
Skills
Android, Android Development, Training, Access, Microsoft Excel, Finance, Marketing, Sales, SAP, Risk Management, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Time Management, Government, HTML, Logistics, Outlook, Supply Chain, Java, XML, Budgets, Social Media, Data Analysis, Analysis, Management, Strategic Planning, Customer Service, Leadership, Team Building, Team Leadership
Education
Mississippi State University 2005 — 2009
Degree; B.B.A; of 2009, Risk Management, Insurance and Financial Planning; Business
Madison Central High School 2001 — 2005
High School Diploma - Special Distinction, Accelerated/Weighted AP High School Curriculum
TD Ameritrade Institutional May 2015 - Present
Region 8 Mental Health June 2014 - Present
DICK'S Sporting Goods October 2013 - July 2014
Best Buy April 2011 - October 2013
Mississippi Department of Revenue February 2012 - April 2013
Mississippi Department of Revenue February 2012 - April 2012
Young Law Firm (PLLC) May 2011 - August 2011
L-3 Communications February 2009 - April 2011
New York Life Insurance Company November 2010 - March 2011
Vector Marketing January 2009 - December 2009
Skills
Android, Android Development, Training, Access, Microsoft Excel, Finance, Marketing, Sales, SAP, Risk Management, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Time Management, Government, HTML, Logistics, Outlook, Supply Chain, Java, XML, Budgets, Social Media, Data Analysis, Analysis, Management, Strategic Planning, Customer Service, Leadership, Team Building, Team Leadership
Education
Mississippi State University 2005 — 2009
Degree; B.B.A; of 2009, Risk Management, Insurance and Financial Planning; Business
Madison Central High School 2001 — 2005
High School Diploma - Special Distinction, Accelerated/Weighted AP High School Curriculum
John Rusten, CLU® John Rusten, CLU®'s New York Life Insurance Company Experience June 2005 - December 2008
Job Sales Support Associate at Crump Group
Industry Financial Services
Experience
Crump Group November 2010 - Present
Charter Oak Financial Group January 2009 - September 2009
New York Life Insurance Company June 2005 - December 2008
Skills
Financial Analysis, Insurance, Financial Modeling
Education
Middlebury College 2001 — 2005
Degree: Bachelor of Arts, Psychology
Crump Group November 2010 - Present
Charter Oak Financial Group January 2009 - September 2009
New York Life Insurance Company June 2005 - December 2008
Skills
Financial Analysis, Insurance, Financial Modeling
Education
Middlebury College 2001 — 2005
Degree: Bachelor of Arts, Psychology
Jerry Johnston's New York Life Insurance Company Experience June 1991 - June 2007
Job Field Sales Associate at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance April 2010 - Present
Phoenix Life Insurance Company August 2007 - April 2010
Phoenix Life Insurance Company2006 August 2007 - April 2010
New York Life Insurance Company June 1991 - June 2007
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Insurance, Long-term Care, Pensions, Estate Planning, Series 6, Term Life Insurance, Wealth Management, Mutual Funds, Disability Insurance, Financial Planners, Variable Annuities
Education
The American College 2001 — 2003
CLU, Insurance
The American College
ChFC, Financial Planning
Mississippi State University 1969 — 1973
BS, Education
State Farm Insurance April 2010 - Present
Phoenix Life Insurance Company August 2007 - April 2010
Phoenix Life Insurance Company2006 August 2007 - April 2010
New York Life Insurance Company June 1991 - June 2007
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Insurance, Long-term Care, Pensions, Estate Planning, Series 6, Term Life Insurance, Wealth Management, Mutual Funds, Disability Insurance, Financial Planners, Variable Annuities
Education
The American College 2001 — 2003
CLU, Insurance
The American College
ChFC, Financial Planning
Mississippi State University 1969 — 1973
BS, Education
Jonathan Kerr Jonathan Kerr's New York Life Insurance Company Experience January 2003 - June 2004
Job Outside Regional Sales Director at Dell
Industry Information Technology and Services
Kendal Shomshak's New York Life Insurance Company Experience November 2013 - October 2014
Job Brokerage Wire Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
RBC via Apex October 2014 - December 2014
New York Life Insurance Company November 2013 - October 2014
Wolters Kluwer via Apex Systems August 2013 - September 2013
MoneyGram International July 2011 - August 2013
DCM Services October 2010 - March 2011
UnitedHealth Group April 2009 - October 2010
SuperValu via Prostaff November 2008 - March 2009
BASF via Kelly Services May 2008 - November 2008
ShopNBC September 2006 - May 2008
Skills
Fraud, Anti Money Laundering, AML, Fraud Investigations, Fraud Detection, Credit Card Fraud, Customer Service, Fraud Claims, Compliance, Credit Cards, Claims Handling, Claims Investigations, Research, Internet Fraud, Finance, Call Centers, Deadline Driven, Fraud Prevention, Banking, Microsoft Office, Credit, Process Improvement, Healthcare, Benefits Administration, Call Center, Health Insurance, Microsoft Excel, Microsoft Word, Access, Customer Satisfaction, Analytics, Management, Online Fraud, Flexible Spending..., LexisNexis, Building Relationships, Medical Terminology, World Compliance
Education
Minnesota School of Business 1992 — 1994
Medical Assistant
Ameriprise Financial Services, Inc. July 2015 - Present
RBC via Apex October 2014 - December 2014
New York Life Insurance Company November 2013 - October 2014
Wolters Kluwer via Apex Systems August 2013 - September 2013
MoneyGram International July 2011 - August 2013
DCM Services October 2010 - March 2011
UnitedHealth Group April 2009 - October 2010
SuperValu via Prostaff November 2008 - March 2009
BASF via Kelly Services May 2008 - November 2008
ShopNBC September 2006 - May 2008
Skills
Fraud, Anti Money Laundering, AML, Fraud Investigations, Fraud Detection, Credit Card Fraud, Customer Service, Fraud Claims, Compliance, Credit Cards, Claims Handling, Claims Investigations, Research, Internet Fraud, Finance, Call Centers, Deadline Driven, Fraud Prevention, Banking, Microsoft Office, Credit, Process Improvement, Healthcare, Benefits Administration, Call Center, Health Insurance, Microsoft Excel, Microsoft Word, Access, Customer Satisfaction, Analytics, Management, Online Fraud, Flexible Spending..., LexisNexis, Building Relationships, Medical Terminology, World Compliance
Education
Minnesota School of Business 1992 — 1994
Medical Assistant
Steven Sutherlin's New York Life Insurance Company Experience March 2005 - July 2011
Job Financial Services Consultant and Area Vice President
Industry Financial Services
Experience
RetirementDefenders.org July 2011 - Present
New York Life Insurance Company March 2005 - July 2011
Skills
Banking, Investments, Strategic Financial..., Wealth Management, Financial Education, Financial Services, Financial Modeling, Financial Analysis, Financial Risk, New Business Development, Retirement Planning, Retirement
Education
Missouri Baptist University 1987 — 1991
RetirementDefenders.org July 2011 - Present
New York Life Insurance Company March 2005 - July 2011
Skills
Banking, Investments, Strategic Financial..., Wealth Management, Financial Education, Financial Services, Financial Modeling, Financial Analysis, Financial Risk, New Business Development, Retirement Planning, Retirement
Education
Missouri Baptist University 1987 — 1991
Jan Rovelli's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Capital Access Network, Inc. 2013 - Present
Citi Habitats September 2008 - December 2012
human fitness technologies,inc January 2001 - August 2008
Carleton Woolen Mills 1990 - 2001
Collins & Aikman 1980 - 1989
Skills
Time Management, 401k Rollovers, Asset Protection, Annuity Sales, Insurance, Licensed Life Insurance..., Multi-Generational..., Multi-generational..., Protection..., Retirement, Small Business
Education
Wharton School of Business 1970 — 1972
Master of Business Administration (MBA), Marketing/Marketing Management, General, honors in my major / accounting & finance minors
Middlebury College 1966 — 1970
Bachelor of Arts (B.A.), Sociology and Anthropology, Honors in major / economics & english minors
New York Life Insurance Company November 2014 - Present
Capital Access Network, Inc. 2013 - Present
Citi Habitats September 2008 - December 2012
human fitness technologies,inc January 2001 - August 2008
Carleton Woolen Mills 1990 - 2001
Collins & Aikman 1980 - 1989
Skills
Time Management, 401k Rollovers, Asset Protection, Annuity Sales, Insurance, Licensed Life Insurance..., Multi-Generational..., Multi-generational..., Protection..., Retirement, Small Business
Education
Wharton School of Business 1970 — 1972
Master of Business Administration (MBA), Marketing/Marketing Management, General, honors in my major / accounting & finance minors
Middlebury College 1966 — 1970
Bachelor of Arts (B.A.), Sociology and Anthropology, Honors in major / economics & english minors
Cam McElhany's New York Life Insurance Company Experience January 2009 - Present
Job Financial Advisor
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company January 2009 - Present
Athletes in Action Wrestling June 1996 - Present
Athletes in action 1966 - 2007
Education
Minnesota State University, Mankato 1988 — 1990
New York Life Insurance Company January 2009 - Present
Athletes in Action Wrestling June 1996 - Present
Athletes in action 1966 - 2007
Education
Minnesota State University, Mankato 1988 — 1990
Roger Ehrman's New York Life Insurance Company Experience 1990 - 1993
Job Independent Insurance Broker at Colorado Health Insurance Brokers
Industry Insurance
Experience
Colorado Health Insurance Brokers January 2015 - Present
HUB International Insurance Services, Inc January 2014 - December 2014
Hub International Insurance Services July 2010 - December 2013
Ehrman & Associates, Inc. July 1999 - July 2010
Employee Benefit Specialists July 1993 - July 1999
New York Life Insurance Company 1990 - 1993
Skills
Employee Benefits, Employee Relations, New Business Development, Business Intelligence, Insurance, Brokers, Health Savings Accounts, Health Insurance, Group Benefits, Strategic Planning, Dental, Compliance, Benefits, Commercial Insurance, Problem Solving, Benefits Administration, Health, Process Improvement, Dentistry, Sales Management, Management, Entrepreneurship, Property & Casualty..., Underwriting, Small Business, Claim, Risk Management, Leadership, Account Management, Training, Customer Service, Time Management, Mergers & Acquisitions, Executive Management, Term Life Insurance, Life Insurance, Liability, General Insurance, Long-term Care, Consulting, 401k, Customer Retention, D&O, Medicare, Professional Liability, Employment Practices..., Self-funded, Claims Management, Fixed Annuities, Legal Liability
Education
Minnesota State University, Moorhead
BA, Business
North Dakota State College of Science
Associate Degree in, Computer Science
Drake High School
Colorado Health Insurance Brokers January 2015 - Present
HUB International Insurance Services, Inc January 2014 - December 2014
Hub International Insurance Services July 2010 - December 2013
Ehrman & Associates, Inc. July 1999 - July 2010
Employee Benefit Specialists July 1993 - July 1999
New York Life Insurance Company 1990 - 1993
Skills
Employee Benefits, Employee Relations, New Business Development, Business Intelligence, Insurance, Brokers, Health Savings Accounts, Health Insurance, Group Benefits, Strategic Planning, Dental, Compliance, Benefits, Commercial Insurance, Problem Solving, Benefits Administration, Health, Process Improvement, Dentistry, Sales Management, Management, Entrepreneurship, Property & Casualty..., Underwriting, Small Business, Claim, Risk Management, Leadership, Account Management, Training, Customer Service, Time Management, Mergers & Acquisitions, Executive Management, Term Life Insurance, Life Insurance, Liability, General Insurance, Long-term Care, Consulting, 401k, Customer Retention, D&O, Medicare, Professional Liability, Employment Practices..., Self-funded, Claims Management, Fixed Annuities, Legal Liability
Education
Minnesota State University, Moorhead
BA, Business
North Dakota State College of Science
Associate Degree in, Computer Science
Drake High School
Annie Oeth's New York Life Insurance Company Experience May 2015 - Present
Job Registered Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
The Madison County Herald March 2004 - May 2015
Gannett Newspapers 1996 - May 2015
The Clarion-Ledger February 2015 - 2015
The Clarion-Ledger September 1996 - March 2004
Skills
Social Media, Editing, Journalism, Newspapers, Publications, Public Relations, Public Speaking, Media Relations, Press Releases, Social Networking
Education
Kaplan University 2009 — 2011
Master of Science (MS), Management with an emphasis in project management, 4.0
Mississippi University for Women 1984 — 1987
Bachelor of arts, Journalism
New York Life Insurance Company May 2015 - Present
The Madison County Herald March 2004 - May 2015
Gannett Newspapers 1996 - May 2015
The Clarion-Ledger February 2015 - 2015
The Clarion-Ledger September 1996 - March 2004
Skills
Social Media, Editing, Journalism, Newspapers, Publications, Public Relations, Public Speaking, Media Relations, Press Releases, Social Networking
Education
Kaplan University 2009 — 2011
Master of Science (MS), Management with an emphasis in project management, 4.0
Mississippi University for Women 1984 — 1987
Bachelor of arts, Journalism
John Wacaster's New York Life Insurance Company Experience 1999 - 1999
Job CTP, Vice President, Team Lead, Sr. Cash Management Consultant at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2002 - Present
JPMorgan Chase 2002 - 2004
Walgreens 2001 - 2002
SunTrust Bank 1999 - 2001
New York Life Insurance Company 1999 - 1999
Camp Mitchell, Camp & Conference Center 1998 - 1999
Skills
Cash Management, Risk Management, Financial Analysis, Banking, Commercial Banking, CRM, Strategy, Loans
Education
Millsaps College 1991 — 1995
Bachelor of Arts (B.A.), Political Science
JPMorgan Chase December 2002 - Present
JPMorgan Chase 2002 - 2004
Walgreens 2001 - 2002
SunTrust Bank 1999 - 2001
New York Life Insurance Company 1999 - 1999
Camp Mitchell, Camp & Conference Center 1998 - 1999
Skills
Cash Management, Risk Management, Financial Analysis, Banking, Commercial Banking, CRM, Strategy, Loans
Education
Millsaps College 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Glenn Dunagan's New York Life Insurance Company Experience January 1976 - September 1977
Job Former Purser at United Airlines
Industry Airlines/Aviation
Experience
United Airlines February 1978 - Present
Various Choirs January 1957 - December 2001
Lowry Organ Studios September 1977 - January 1978
New York Life Insurance Company January 1976 - September 1977
United States First Army Headquarters January 1973 - October 1975
U.S. Army March 1970 - December 1972
Wichita Falls Symphony Orchestra January 1965 - September 1969
Midwestern University Choir January 1965 - August 1969
Immanuel Baptist Church November 1963 - December 1964
First Baptist Church August 1963 - November 1963
Skills
Combat leadership, Personnel Leadership, Tactics, Airlines, Flights, Flight Safety, Aviation, Commercial Aviation, Aviation Security, Airports, Aircraft, Sabre, Charter, IATA, Revenue Analysis, Amadeus, Travel Management, CFI, Flight Planning, Tourism, Piloting, PowerPlant, Apollo, Civil Aviation
Education
Armor Officer Basic, Ft. Knox, KY 1969 — 1970
2nd LT, Armor Officer
Midwestern State University 1965 — 1969
Bachelor Degree, Music Education
Midland Lee High School 1960 — 1963
United Airlines February 1978 - Present
Various Choirs January 1957 - December 2001
Lowry Organ Studios September 1977 - January 1978
New York Life Insurance Company January 1976 - September 1977
United States First Army Headquarters January 1973 - October 1975
U.S. Army March 1970 - December 1972
Wichita Falls Symphony Orchestra January 1965 - September 1969
Midwestern University Choir January 1965 - August 1969
Immanuel Baptist Church November 1963 - December 1964
First Baptist Church August 1963 - November 1963
Skills
Combat leadership, Personnel Leadership, Tactics, Airlines, Flights, Flight Safety, Aviation, Commercial Aviation, Aviation Security, Airports, Aircraft, Sabre, Charter, IATA, Revenue Analysis, Amadeus, Travel Management, CFI, Flight Planning, Tourism, Piloting, PowerPlant, Apollo, Civil Aviation
Education
Armor Officer Basic, Ft. Knox, KY 1969 — 1970
2nd LT, Armor Officer
Midwestern State University 1965 — 1969
Bachelor Degree, Music Education
Midland Lee High School 1960 — 1963
Robert Vest's New York Life Insurance Company Experience October 1984 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 1984 - Present
Trebor Associates May 2007 - Present
NYLIFE Securities LLC May 1995 - Present
Digital Equipment Corp (DEC) 1982 - 1984
International Harvester 1978 - 1982
Skills
Insurance, Small Business, Financial Services, Retirement Planning, 401k Rollovers, Securities, Individual Health..., Variable Annuities, Key Person Insurance, Mutual Funds, Business Insurance..., Buy-sell Agreements, Annuity Sales, Protection Planning /..., Grandchild Gifting, Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Health Insurance, Marketing, Group Insurance, Disability Insurance, Variable Life, Sales, Leadership, Protection Planning
Education
Michigan State University
Bachelor of Arts (B.A.)
New York Life Insurance Company October 1984 - Present
Trebor Associates May 2007 - Present
NYLIFE Securities LLC May 1995 - Present
Digital Equipment Corp (DEC) 1982 - 1984
International Harvester 1978 - 1982
Skills
Insurance, Small Business, Financial Services, Retirement Planning, 401k Rollovers, Securities, Individual Health..., Variable Annuities, Key Person Insurance, Mutual Funds, Business Insurance..., Buy-sell Agreements, Annuity Sales, Protection Planning /..., Grandchild Gifting, Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Health Insurance, Marketing, Group Insurance, Disability Insurance, Variable Life, Sales, Leadership, Protection Planning
Education
Michigan State University
Bachelor of Arts (B.A.)
Todd Fullet's New York Life Insurance Company Experience October 2010 - January 2011
Job Account Manager at Patriot Advertising, Inc.
Industry Marketing and Advertising
Experience
Patriot Advertising, Inc. August 2013 - Present
Independent Contactor June 2011 - August 2013
New York Life Insurance Company October 2010 - January 2011
AAA Auto Club South September 2006 - April 2010
AAA Auto Club South June 2003 - September 2006
AdMasters Advertising August 2001 - June 2003
BSA Advertising January 2000 - May 2001
MARS Advertising January 1999 - June 1999
Skills
Direct Marketing, Logo Design, Advertising, Recruitment Advertising, Direct Mail, Marketing Communications, Marketing, Marketing Strategy, Creative Direction, Segmentation, Creative Strategy, Graphic Design, Newsletters, Integrated Marketing, Brand Management, Corporate Communications, Digital Media, Product Marketing, Strategy
Education
University of South Florida 2006 — 2006
Certification, Web Design
Michigan State University 1995 — 2000
BA, Advertising/Mass Communication
Patriot Advertising, Inc. August 2013 - Present
Independent Contactor June 2011 - August 2013
New York Life Insurance Company October 2010 - January 2011
AAA Auto Club South September 2006 - April 2010
AAA Auto Club South June 2003 - September 2006
AdMasters Advertising August 2001 - June 2003
BSA Advertising January 2000 - May 2001
MARS Advertising January 1999 - June 1999
Skills
Direct Marketing, Logo Design, Advertising, Recruitment Advertising, Direct Mail, Marketing Communications, Marketing, Marketing Strategy, Creative Direction, Segmentation, Creative Strategy, Graphic Design, Newsletters, Integrated Marketing, Brand Management, Corporate Communications, Digital Media, Product Marketing, Strategy
Education
University of South Florida 2006 — 2006
Certification, Web Design
Michigan State University 1995 — 2000
BA, Advertising/Mass Communication
Sherry Evans's New York Life Insurance Company Experience July 2009 - June 2013
Job Broadcast and Digital Advertising Consultant
Industry Marketing and Advertising
Experience
Media General/WJTV 2013 - Present
New York Life Insurance Company July 2009 - June 2013
Grapevine Marketing, Inc. 1999 - 2009
WJTV News Channel 12 1986 - 2001
Skills
Estate Planning, Marketing, Public Speaking, Small Business, Fixed Annuities, Long-term Care, 401k Rollovers
Education
Mississippi University for Women 1974 — 1978
Media General/WJTV 2013 - Present
New York Life Insurance Company July 2009 - June 2013
Grapevine Marketing, Inc. 1999 - 2009
WJTV News Channel 12 1986 - 2001
Skills
Estate Planning, Marketing, Public Speaking, Small Business, Fixed Annuities, Long-term Care, 401k Rollovers
Education
Mississippi University for Women 1974 — 1978
Jay Willis's New York Life Insurance Company Experience January 2001 - September 2003
Job AVP Branch Manager at Regions Bank
Industry Banking
Experience
Regions Financial Corporation October 2009 - Present
Regions Bank October 2003 - Present
New York Life Insurance Company January 2001 - September 2003
Citizens Bank and Trust Co. August 1993 - October 2000
Skills
Loans, Credit, Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Cross Selling, Branch Banking, Branch Management, Refinance, Financial Analysis, Deposits, Finance, Relationship Management, Construction Loans, Internet Banking, Credit Cards, Financial Services, Asset Based Lending, Home Equity Loans, Commercial Banking, Loan Origination, Commercial Lending, Credit Analysis, Credit Risk, Home Equity Lines of..., Banking Relationships, Financial Advisory
Education
Mississippi State University - College of Business and Industry 1988 — 1993
BBA, Banking
Regions Financial Corporation October 2009 - Present
Regions Bank October 2003 - Present
New York Life Insurance Company January 2001 - September 2003
Citizens Bank and Trust Co. August 1993 - October 2000
Skills
Loans, Credit, Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Retail Banking, Lines Of Credit, Cross Selling, Branch Banking, Branch Management, Refinance, Financial Analysis, Deposits, Finance, Relationship Management, Construction Loans, Internet Banking, Credit Cards, Financial Services, Asset Based Lending, Home Equity Loans, Commercial Banking, Loan Origination, Commercial Lending, Credit Analysis, Credit Risk, Home Equity Lines of..., Banking Relationships, Financial Advisory
Education
Mississippi State University - College of Business and Industry 1988 — 1993
BBA, Banking
Paul R. (Dick) Kuettner's New York Life Insurance Company Experience January 1985 - August 1987
Job Director Professor at Washington and Lee University
Industry Program Development
Experience
Washington and Lee University May 1989 - Present
New York Life Insurance Company January 1985 - August 1987
El Paso Energy Corporation January 1977 - May 1980
Education
Middlebury College 1988 — 1999
Doctorate of Modern Languages, Master of Arts, French and Spanish Languages; Technology Use; Teaching
Washington and Lee University May 1989 - Present
New York Life Insurance Company January 1985 - August 1987
El Paso Energy Corporation January 1977 - May 1980
Education
Middlebury College 1988 — 1999
Doctorate of Modern Languages, Master of Arts, French and Spanish Languages; Technology Use; Teaching
Brent McGilberry's New York Life Insurance Company Experience March 2015 - Present
Job Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
NewYork Life April 2014 - Present
Aflac November 2011 - April 2014
Aflac April 2008 - November 2011
EPI-USE July 2007 - April 2008
University of Kentucky May 2006 - July 2007
The ABK Group June 2004 - May 2006
HCA January 2004 - July 2004
Cox Ohio Publishing September 2003 - December 2003
SAP August 2000 - July 2003
Skills
SAP HR, SAP, Cross-functional Team..., Business Process..., Microsoft Office, Process Improvement, Leadership, Business Process, SAP ERP, Business Intelligence, SAP BW, Testing, Management, Integration, Business Analysis, Software Development, SDLC, Business Process..., Requirements Analysis, IT Strategy, ERP, Visio, Vendor Management, PMO, PMP, SharePoint, Business Process Design, Requirements Gathering, Business Objects, Project Portfolio..., Enterprise Architecture, Data Migration, Data Warehousing, Software Project...
Education
Mississippi State University 1996 — 1997
Master of Business Administration (M.B.A.), Business
Mississippi State University 1991 — 1996
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company March 2015 - Present
NewYork Life April 2014 - Present
Aflac November 2011 - April 2014
Aflac April 2008 - November 2011
EPI-USE July 2007 - April 2008
University of Kentucky May 2006 - July 2007
The ABK Group June 2004 - May 2006
HCA January 2004 - July 2004
Cox Ohio Publishing September 2003 - December 2003
SAP August 2000 - July 2003
Skills
SAP HR, SAP, Cross-functional Team..., Business Process..., Microsoft Office, Process Improvement, Leadership, Business Process, SAP ERP, Business Intelligence, SAP BW, Testing, Management, Integration, Business Analysis, Software Development, SDLC, Business Process..., Requirements Analysis, IT Strategy, ERP, Visio, Vendor Management, PMO, PMP, SharePoint, Business Process Design, Requirements Gathering, Business Objects, Project Portfolio..., Enterprise Architecture, Data Migration, Data Warehousing, Software Project...
Education
Mississippi State University 1996 — 1997
Master of Business Administration (M.B.A.), Business
Mississippi State University 1991 — 1996
Bachelor of Business Administration (B.B.A.)
Duane Rice's New York Life Insurance Company Experience May 2009 - March 2012
Job Agency Owner at The Rice Agency Inc. Allstate
Industry Insurance
Experience
The Rice Agency Inc. - Allstate October 2014 - Present
The Guardian Life Insurance Company of America April 2012 - 2015
Duane Rice - Independant Broker August 2008 - September 2014
New York Life Insurance Company May 2009 - March 2012
Penn Life July 2009 - September 2009
Skills
Health Insurance, Music, Customer Service, Public Speaking, Microsoft Office, Social Networking, Whole Life, Marketing, Insurance, Team Building, Term Life Insurance, Account Management, Financial Services, Leadership, Underwriting, Strategic Planning, Mortgage Lending, Life Insurance, Sales Management, Fixed Annuities
Education
Michigan State University 1979 — 1984
Advertising
The Rice Agency Inc. - Allstate October 2014 - Present
The Guardian Life Insurance Company of America April 2012 - 2015
Duane Rice - Independant Broker August 2008 - September 2014
New York Life Insurance Company May 2009 - March 2012
Penn Life July 2009 - September 2009
Skills
Health Insurance, Music, Customer Service, Public Speaking, Microsoft Office, Social Networking, Whole Life, Marketing, Insurance, Team Building, Term Life Insurance, Account Management, Financial Services, Leadership, Underwriting, Strategic Planning, Mortgage Lending, Life Insurance, Sales Management, Fixed Annuities
Education
Michigan State University 1979 — 1984
Advertising
Chad Sonnek's New York Life Insurance Company Experience September 2008 - May 2012
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional May 2012 - Present
New York Life Insurance Company September 2008 - May 2012
Merchants National Bank June 1975 - December 1998
Skills
Fixed Annuities, Whole Life, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Long Term Care Insurance, IRAs, Insurance, Retirement Planning, Retirement
Education
Mississippi College 1982 — 1985
MBA, Business & Accounting
Independent Financial Services Professional May 2012 - Present
New York Life Insurance Company September 2008 - May 2012
Merchants National Bank June 1975 - December 1998
Skills
Fixed Annuities, Whole Life, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Long Term Care Insurance, IRAs, Insurance, Retirement Planning, Retirement
Education
Mississippi College 1982 — 1985
MBA, Business & Accounting
Steve Bannon's New York Life Insurance Company Experience February 2012 - Present
Job Dedicated Financial Services Professional helping to protect families in the NE area.
Industry Financial Services
Experience
NYLIFE Securities LLC May 2012 - Present
New York Life Insurance Company February 2012 - Present
Insurance Auto Auctions May 2009 - September 2011
Automotive Finance Corporation November 2007 - May 2009
United Auto Credit Coorporation June 2003 - November 2007
Chrysler Financial 1997 - 2003
Skills
Sales, Life Insurance, Customer Retention, Insurance, Retirement, Investments, Retirement Planning, Process Improvement, IRAs, Budgets, Customer Service, Leadership, Management, Relationship Management, Strategic Planning, Team Building, IRA Rollovers, 401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Lifetime Income..., Protection..., Supplements to Employee..., Wealth Preservation...
Education
Michigan State University 1986 — 1992
Liberal Arts, History, Math, Business
Michigan State University 1986 — 1990
Liberal Arts, History, Mathematics, Business
NYLIFE Securities LLC May 2012 - Present
New York Life Insurance Company February 2012 - Present
Insurance Auto Auctions May 2009 - September 2011
Automotive Finance Corporation November 2007 - May 2009
United Auto Credit Coorporation June 2003 - November 2007
Chrysler Financial 1997 - 2003
Skills
Sales, Life Insurance, Customer Retention, Insurance, Retirement, Investments, Retirement Planning, Process Improvement, IRAs, Budgets, Customer Service, Leadership, Management, Relationship Management, Strategic Planning, Team Building, IRA Rollovers, 401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Lifetime Income..., Protection..., Supplements to Employee..., Wealth Preservation...
Education
Michigan State University 1986 — 1992
Liberal Arts, History, Math, Business
Michigan State University 1986 — 1990
Liberal Arts, History, Mathematics, Business
Luke Vanzo's New York Life Insurance Company Experience January 2015 - June 2015
Job Partner at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments July 2015 - Present
New York Life Insurance Company January 2015 - June 2015
New York Life Insurance Company October 2013 - December 2014
New York Life Insurance Company July 2009 - October 2013
Skills
Retirement Planning, Retirement, Investments, Insurance, Financial Planning, Recruiting, Direct Recruiting, Development, Training & Development, Fixed Annuities, Asset Management, Whole Life, Coaching, Employee Benefits, IRAs, Sales, Estate Planning, Mutual Funds, Leadership, Wealth Management, Customer Service, Life Insurance, Strategic Financial..., Employee Training, Series 63, Finance, Business Planning, Securities, Long-term Care, Financial Planners, Investment Strategies, Financial Services, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Financial Analysis, Series 6, 401k, Small Business, 401k Rollovers, Series 7, Health Insurance, Term Life Insurance, Portfolio Management, Public Speaking, Marketing
Education
Michigan State University 1998 — 2002
BA, Business finance
Groves
New York Life & MainStay Investments July 2015 - Present
New York Life Insurance Company January 2015 - June 2015
New York Life Insurance Company October 2013 - December 2014
New York Life Insurance Company July 2009 - October 2013
Skills
Retirement Planning, Retirement, Investments, Insurance, Financial Planning, Recruiting, Direct Recruiting, Development, Training & Development, Fixed Annuities, Asset Management, Whole Life, Coaching, Employee Benefits, IRAs, Sales, Estate Planning, Mutual Funds, Leadership, Wealth Management, Customer Service, Life Insurance, Strategic Financial..., Employee Training, Series 63, Finance, Business Planning, Securities, Long-term Care, Financial Planners, Investment Strategies, Financial Services, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Financial Analysis, Series 6, 401k, Small Business, 401k Rollovers, Series 7, Health Insurance, Term Life Insurance, Portfolio Management, Public Speaking, Marketing
Education
Michigan State University 1998 — 2002
BA, Business finance
Groves
Greg True's New York Life Insurance Company Experience January 1967 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 1967 - Present
Education
Millikin University 1965 — 1968
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company January 1967 - Present
Education
Millikin University 1965 — 1968
Bachelor of Business Administration (B.B.A.)
Hank Schollmeyer's New York Life Insurance Company Experience July 1989 - January 1990
Job Agent/owner Insurance Mart Fremont, Hank Schollmeyer Insurance LLC
Industry Insurance
Experience
insurance mart inc August 1996 - Present
VESTA 2014 - 2015
Liberty National Life Insurance Company May 2011 - February 2014
MIDLAND UNIVERSITY August 1990 - April 2012
National Farmers Union Insurance company January 1990 - August 1996
New York Life Insurance Company July 1989 - January 1990
valley puplic schools August 1983 - August 1989
Skills
Property & Casualty..., Insurance, Health Insurance, Commercial Insurance, Term Life Insurance, Life Insurance, Umbrella Insurance, Disability Insurance, Casualty, General Insurance, Fixed Annuities, Whole Life, Legal Liability, Liability, Long-term Care, Workers Compensation, Homeowners, Professional Liability, Employee Benefits, Customer Service, Sales, Marketing, Underwriting
Education
Midland Lutheran College 1978 — 1983
Bachelor of Arts (B.A.), Elementary Education and Teaching
insurance mart inc August 1996 - Present
VESTA 2014 - 2015
Liberty National Life Insurance Company May 2011 - February 2014
MIDLAND UNIVERSITY August 1990 - April 2012
National Farmers Union Insurance company January 1990 - August 1996
New York Life Insurance Company July 1989 - January 1990
valley puplic schools August 1983 - August 1989
Skills
Property & Casualty..., Insurance, Health Insurance, Commercial Insurance, Term Life Insurance, Life Insurance, Umbrella Insurance, Disability Insurance, Casualty, General Insurance, Fixed Annuities, Whole Life, Legal Liability, Liability, Long-term Care, Workers Compensation, Homeowners, Professional Liability, Employee Benefits, Customer Service, Sales, Marketing, Underwriting
Education
Midland Lutheran College 1978 — 1983
Bachelor of Arts (B.A.), Elementary Education and Teaching
Kinley Newman's New York Life Insurance Company Experience July 2009 - July 2010
Job Diabetes Care Specialist
Industry Pharmaceuticals
Experience
Novo Nordisk January 2015 - Present
Novo Nordisk December 2013 - January 2015
Lincare Holdings, Inc October 2013 - December 2013
Ashford University August 2011 - June 2013
Citywide Home Loans November 2010 - July 2011
Acadian Land Services, LLC July 2010 - September 2010
Aflac July 2009 - July 2010
New York Life Insurance Company July 2009 - July 2010
Coldwell Banker Real Estate May 2001 - May 2009
Mississippi State University July 2005 - November 2006
Skills
Public Speaking, Social Media, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Research, Sales, Fundraising, Facebook, Editing, Management, Social Media Marketing, CampusVue, Salesforce.com, Cold Calling, Technology, Higher Education, Internet, Brochures, Small Business, Brand Development, Brand Management, Classroom, B2B, B2C, E-Learning, Oil/Gas, Office Management, Office Administration, Networking, Project Management, CRM, Social Networking, Strategy, Advertising, Spanish, Sales Management, Sales Operations, Account Management, Negotiation, Team Building, Time Management, Training, Leadership, Strategic Planning, Marketing Strategy
Education
Ashford University 2013 — 2014
Master's of Arts in Organizational Management, Leadership Management
Graduate of NAPRX Pharmacology/Pharmaceutical Sales Training Program 2012 — 2012
CNPR Number: 584422012, Pharmaceutical Sales
Mississippi State University 2004 — 2009
Bachelor of Arts and Sciences, Spanish
St Aloysius 2000 — 2004
High School Diploma
Novo Nordisk January 2015 - Present
Novo Nordisk December 2013 - January 2015
Lincare Holdings, Inc October 2013 - December 2013
Ashford University August 2011 - June 2013
Citywide Home Loans November 2010 - July 2011
Acadian Land Services, LLC July 2010 - September 2010
Aflac July 2009 - July 2010
New York Life Insurance Company July 2009 - July 2010
Coldwell Banker Real Estate May 2001 - May 2009
Mississippi State University July 2005 - November 2006
Skills
Public Speaking, Social Media, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Research, Sales, Fundraising, Facebook, Editing, Management, Social Media Marketing, CampusVue, Salesforce.com, Cold Calling, Technology, Higher Education, Internet, Brochures, Small Business, Brand Development, Brand Management, Classroom, B2B, B2C, E-Learning, Oil/Gas, Office Management, Office Administration, Networking, Project Management, CRM, Social Networking, Strategy, Advertising, Spanish, Sales Management, Sales Operations, Account Management, Negotiation, Team Building, Time Management, Training, Leadership, Strategic Planning, Marketing Strategy
Education
Ashford University 2013 — 2014
Master's of Arts in Organizational Management, Leadership Management
Graduate of NAPRX Pharmacology/Pharmaceutical Sales Training Program 2012 — 2012
CNPR Number: 584422012, Pharmaceutical Sales
Mississippi State University 2004 — 2009
Bachelor of Arts and Sciences, Spanish
St Aloysius 2000 — 2004
High School Diploma
Scott Mathis's New York Life Insurance Company Experience June 2012 - October 2014
Job Medicare Sales
Industry Insurance
Experience
Humana September 2014 - Present
New York Life Insurance Company June 2012 - October 2014
Blackburn Motor Company December 2010 - June 2012
T Mobility September 2009 - October 2010
RJ Corman Railroad Group July 2007 - July 2009
RJ Corman Railroad Group July 2007 - May 2009
Security Check July 2006 - July 2007
Merck March 2001 - July 2006
Merck & Co., Inc March 2001 - July 2006
Novartis Pharmaceuticals Corporation October 1998 - March 2001
Skills
Sales Management, PowerPoint, Consultative Selling, Excel, Account Management, Customer Relations, Territory, Microsoft Office, Cold Calling, Customer Service, Negotiation, Direct Sales, Contract Negotiations, New Business Development, Sales Process, Solution Selling, Selling, Training, Management, Leadership, Sales, Business Planning, Team Building, Business Development, Budgets, Insurance, Coaching, Sales Presentations, Transportation, Sales Force Development, Salesforce.com, Hospitals, Building Relationships, B2B, Contract Negotiation, Operations Management, Sales Operations, Team Leadership, Microsoft Excel
Education
Mississippi College 1994 — 1997
B.S, Business Administration
Emporia High School 1984 — 1987
High School Diploma, General Studies
Humana September 2014 - Present
New York Life Insurance Company June 2012 - October 2014
Blackburn Motor Company December 2010 - June 2012
T Mobility September 2009 - October 2010
RJ Corman Railroad Group July 2007 - July 2009
RJ Corman Railroad Group July 2007 - May 2009
Security Check July 2006 - July 2007
Merck March 2001 - July 2006
Merck & Co., Inc March 2001 - July 2006
Novartis Pharmaceuticals Corporation October 1998 - March 2001
Skills
Sales Management, PowerPoint, Consultative Selling, Excel, Account Management, Customer Relations, Territory, Microsoft Office, Cold Calling, Customer Service, Negotiation, Direct Sales, Contract Negotiations, New Business Development, Sales Process, Solution Selling, Selling, Training, Management, Leadership, Sales, Business Planning, Team Building, Business Development, Budgets, Insurance, Coaching, Sales Presentations, Transportation, Sales Force Development, Salesforce.com, Hospitals, Building Relationships, B2B, Contract Negotiation, Operations Management, Sales Operations, Team Leadership, Microsoft Excel
Education
Mississippi College 1994 — 1997
B.S, Business Administration
Emporia High School 1984 — 1987
High School Diploma, General Studies
Erik Milkovich's New York Life Insurance Company Experience May 2008 - August 2008
Job Trader at DRW Trading Group
Industry Capital Markets
Experience
DRW Trading Group January 2015 - Present
Chopper Trading, LLC April 2013 - January 2015
Chopper Trading, LLC November 2011 - April 2013
Institutional Capital LLC October 2009 - November 2011
New York Life Insurance Company May 2008 - August 2008
Skills
Quantitative Investment..., Market Making, Proprietary Trading, High Frequency Trading, Arbitrage, Fixed Income Strategies, Interest Rate..., Low Latency Trading, Investment Research, US Treasuries, Futures Trading, Portfolio Management, Bloomberg Terminal, Macro Analysis
Education
Michigan State University 2007 — 2009
BA, Finance, Highest Honors
The Out-of-Door Academy 2004 — 2005
Troy High School 2001 — 2003
DRW Trading Group January 2015 - Present
Chopper Trading, LLC April 2013 - January 2015
Chopper Trading, LLC November 2011 - April 2013
Institutional Capital LLC October 2009 - November 2011
New York Life Insurance Company May 2008 - August 2008
Skills
Quantitative Investment..., Market Making, Proprietary Trading, High Frequency Trading, Arbitrage, Fixed Income Strategies, Interest Rate..., Low Latency Trading, Investment Research, US Treasuries, Futures Trading, Portfolio Management, Bloomberg Terminal, Macro Analysis
Education
Michigan State University 2007 — 2009
BA, Finance, Highest Honors
The Out-of-Door Academy 2004 — 2005
Troy High School 2001 — 2003
Anthony Barst's New York Life Insurance Company Experience May 2009 - August 2009
Job Investment Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2011 - June 2014
JP Morgan June 2010 - August 2010
Investment Banking Institute December 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Morgan Stanley Smith Barney July 2008 - August 2008
Education
Michigan State University 2006 — 2010
Finance
J.P. Morgan July 2014 - Present
J.P. Morgan May 2011 - June 2014
JP Morgan June 2010 - August 2010
Investment Banking Institute December 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Morgan Stanley Smith Barney July 2008 - August 2008
Education
Michigan State University 2006 — 2010
Finance
Jessica O'Bryant's New York Life Insurance Company Experience November 2013 - Present
Job New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company November 2013 - Present
Staples, Inc. June 2010 - July 2011
Sylvan Learning Center February 2009 - April 2010
McDonalds February 2003 - August 2004
Skills
Liscenced Insurance..., Insurance, Asset Protection, Retirement Planning, Annutiy Sales, Protection..., 401k Rollovers, Estate Planning, Multitasking Skills, Succession Planning, Thought Leadership, Time Management, Weath preservation..., Multi Generational...
Education
The University of Southern Mississippi 2006 — 2008
B.S.B.A., Business
Mississippi Gulf Coast Community College 2005 — 2006
Associate of Arts (A.A.), Business and technology
New York Life Insurance Company November 2013 - Present
Staples, Inc. June 2010 - July 2011
Sylvan Learning Center February 2009 - April 2010
McDonalds February 2003 - August 2004
Skills
Liscenced Insurance..., Insurance, Asset Protection, Retirement Planning, Annutiy Sales, Protection..., 401k Rollovers, Estate Planning, Multitasking Skills, Succession Planning, Thought Leadership, Time Management, Weath preservation..., Multi Generational...
Education
The University of Southern Mississippi 2006 — 2008
B.S.B.A., Business
Mississippi Gulf Coast Community College 2005 — 2006
Associate of Arts (A.A.), Business and technology
Shenequa Mack's New York Life Insurance Company Experience 2015 - Present
Job Passionate Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
Lake Naomi Club March 2008 - October 2013
Youth Infusion, Inc. 2011 - 2013
Youth Infusion, Inc. 2009 - 2011
PNC 2004 - January 2008
Chase 1999 - September 2004
Barnes & Noble 1994 - 1999
Barnes & Noble 1994 - 1999
Skills
Estate Planning, Accounts Payable, Accounting, Bookkeeping, QuickBooks, Accounts Receivable, Account Reconciliation, Payroll, Tax Preparation, Tax, Sales Tax, Payroll Taxes, Bank Reconciliation, Journal Entries
Education
College Misericordia 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company 2015 - Present
Lake Naomi Club March 2008 - October 2013
Youth Infusion, Inc. 2011 - 2013
Youth Infusion, Inc. 2009 - 2011
PNC 2004 - January 2008
Chase 1999 - September 2004
Barnes & Noble 1994 - 1999
Barnes & Noble 1994 - 1999
Skills
Estate Planning, Accounts Payable, Accounting, Bookkeeping, QuickBooks, Accounts Receivable, Account Reconciliation, Payroll, Tax Preparation, Tax, Sales Tax, Payroll Taxes, Bank Reconciliation, Journal Entries
Education
College Misericordia 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Kari Paulson's New York Life Insurance Company Experience September 2010 - August 2012
Job Sales,Marketing,Finance
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - August 2012
Muscatell Automotive Group April 1998 - January 2010
Muscatell Automotive Group March 1997 - April 1998
The Grainery 1991 - 1994
Skills
Fixed Annuities, Insurance, College Savings Plans, IRAs
Education
Minnesota State University, Moorhead
Bachelor of Science (BS) in Business Administration, Marketing and Finance
New London Spicer High School
New York Life Insurance Company September 2010 - August 2012
Muscatell Automotive Group April 1998 - January 2010
Muscatell Automotive Group March 1997 - April 1998
The Grainery 1991 - 1994
Skills
Fixed Annuities, Insurance, College Savings Plans, IRAs
Education
Minnesota State University, Moorhead
Bachelor of Science (BS) in Business Administration, Marketing and Finance
New London Spicer High School
Joshua Hammers's New York Life Insurance Company Experience June 2009 - August 2011
Job Sales at Mckesson Plasma and Biologics
Industry Pharmaceuticals
Experience
Mckesson Plasma and Biologics November 2011 - Present
New York Life Insurance Company June 2009 - August 2011
Education
Middle Tennessee State University 2006 — 2010
BBA, Business Administration
Mckesson Plasma and Biologics November 2011 - Present
New York Life Insurance Company June 2009 - August 2011
Education
Middle Tennessee State University 2006 — 2010
BBA, Business Administration
Joe Lentz's New York Life Insurance Company Experience MemberPetoskey Regional Chamber of Commerce2010 - 2011
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company MemberPetoskey Regional Chamber of Commerce2010 - 2011
Jackson Regional Chamber of Commerce 2007 - 2011
Big Brothers Big Sisters of Jackson County 2007 - 2010
Napoleon Community Schools June 2000 - June 2006
Spring Arbor Township Police Department March 1999 - April 2006
Education
Michigan State University 1999 — 2003
BME, Music Education
Ferris State University 1985 — 1988
BS, Criminal Justice - Law Enforcement Specialist
Petoskey High School 1978 — 1982
Diploma, Academics, Music
New York Life Insurance Company MemberPetoskey Regional Chamber of Commerce2010 - 2011
Jackson Regional Chamber of Commerce 2007 - 2011
Big Brothers Big Sisters of Jackson County 2007 - 2010
Napoleon Community Schools June 2000 - June 2006
Spring Arbor Township Police Department March 1999 - April 2006
Education
Michigan State University 1999 — 2003
BME, Music Education
Ferris State University 1985 — 1988
BS, Criminal Justice - Law Enforcement Specialist
Petoskey High School 1978 — 1982
Diploma, Academics, Music
Scott Traugh's New York Life Insurance Company Experience March 2006 - March 2010
Job District Traing Manager at Office Max
Industry Retail
Experience
Office Max March 2010 - Present
New York Life Insurance Company March 2006 - March 2010
Office Depot March 1999 - March 2006
Skills
Store Management, Retail, Merchandising, Loss Prevention, Visual Merchandising, Sales, Inventory Management, Retail Sales, Profit, Inventory Control, Sales Management, Store Operations, Customer Service, Customer Satisfaction, Driving Results
Education
The University of Georgia 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Michigan State University 1997 — 1997
Internship, Institution Management
Office Max March 2010 - Present
New York Life Insurance Company March 2006 - March 2010
Office Depot March 1999 - March 2006
Skills
Store Management, Retail, Merchandising, Loss Prevention, Visual Merchandising, Sales, Inventory Management, Retail Sales, Profit, Inventory Control, Sales Management, Store Operations, Customer Service, Customer Satisfaction, Driving Results
Education
The University of Georgia 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Michigan State University 1997 — 1997
Internship, Institution Management
Kayla Sivertson's New York Life Insurance Company Experience August 2010 - January 2011
Job Production Manager at Kellie Thorman's State Farm Insurance
Industry Insurance
Experience
Kellie Thorman's State Farm Insurance May 2011 - Present
New York Life Insurance Company August 2010 - January 2011
Furniture for Less June 2008 - August 2010
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, Insurance, Whole Life, Long Term Care Insurance, Estate Planning, Health Insurance, Strategic Financial...
Education
Minot State University 2004 — 2007
Multi Media Studies
Kellie Thorman's State Farm Insurance May 2011 - Present
New York Life Insurance Company August 2010 - January 2011
Furniture for Less June 2008 - August 2010
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, Insurance, Whole Life, Long Term Care Insurance, Estate Planning, Health Insurance, Strategic Financial...
Education
Minot State University 2004 — 2007
Multi Media Studies
Jacob VanDalen's New York Life Insurance Company Experience August 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
Education
Michigan State University 2007 — 2011
Finance
New York Life Insurance Company August 2011 - Present
Education
Michigan State University 2007 — 2011
Finance
Jane Sneed (Hartin)'s New York Life Insurance Company Experience January 2012 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2012 - Present
Education
Missouri Baptist University 1979 — 1983
Bachelor of Education (B.Ed.), Education and Mathematics
New York Life Insurance Company January 2012 - Present
Education
Missouri Baptist University 1979 — 1983
Bachelor of Education (B.Ed.), Education and Mathematics
Tim Flock's New York Life Insurance Company Experience October 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
NYLIFE Securities LLC October 2012 - Present
Thrivent Financial for Lutherans May 1997 - October 2012
Skills
401k Rollovers, Estate Planning, Gifting Strategies, Key Person Insurance, Licensed Life Insurance..., LUTCF, Annuity Sales, Insurance, Retirement Planning, Financial Services, Life Insurance
Education
Midland Lutheran College 1989 — 1993
marketing, management
Bancroft - Rosalie High School 1976 — 1989
College Prep
New York Life Insurance Company October 2012 - Present
NYLIFE Securities LLC October 2012 - Present
Thrivent Financial for Lutherans May 1997 - October 2012
Skills
401k Rollovers, Estate Planning, Gifting Strategies, Key Person Insurance, Licensed Life Insurance..., LUTCF, Annuity Sales, Insurance, Retirement Planning, Financial Services, Life Insurance
Education
Midland Lutheran College 1989 — 1993
marketing, management
Bancroft - Rosalie High School 1976 — 1989
College Prep
Karen Hausler'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
Retirement, Roth IRA, Fixed Annuities, Guaranteed Lifetime..., Customer Service, Rollovers, Key Person Protection, Retirement Planning, Insurance, Life & Health Insurance..., Estate Planning, Term Life Insurance, College Savings Plans, Financial Analysis, Financial Planners, IRAs, Long Term Care Insurance, Entrepreneurship
Education
Michigan State University
MBA, marketing, accounting
New York Life Insurance Company
Skills
Retirement, Roth IRA, Fixed Annuities, Guaranteed Lifetime..., Customer Service, Rollovers, Key Person Protection, Retirement Planning, Insurance, Life & Health Insurance..., Estate Planning, Term Life Insurance, College Savings Plans, Financial Analysis, Financial Planners, IRAs, Long Term Care Insurance, Entrepreneurship
Education
Michigan State University
MBA, marketing, accounting
Cynthia Jacobson's New York Life Insurance Company Experience 1998 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 1998 - 2008
Skills
very organized, focused
Education
Minnesota State University, Mankato 1975 — 1977
Interior Design
New York Life Insurance Company 1998 - 2008
Skills
very organized, focused
Education
Minnesota State University, Mankato 1975 — 1977
Interior Design
Charles Conway's New York Life Insurance Company Experience April 2001 - April 2009
Job Self employed
Industry Health, Wellness and Fitness
Experience
Self-employed May 2009 - Present
New York Life Insurance Company April 2001 - April 2009
Education
Middlesex Community College 1990 — 1992
Associates degree, Business Administration and Management, General
Alvirne high school 1981 — 1985
Self-employed May 2009 - Present
New York Life Insurance Company April 2001 - April 2009
Education
Middlesex Community College 1990 — 1992
Associates degree, Business Administration and Management, General
Alvirne high school 1981 — 1985
Steve Sershen CLU,CHFC's New York Life Insurance Company Experience January 1976 - September 1981
Job Retired
Industry Capital Markets
Experience
Val-Add Service Corp March 1998 - May 2015
First USA Bank July 1996 - August 1997
Citicorp Invenstment Services August 1990 - June 1996
Citibank January 1990 - August 1990
Citicorp Credit Services September 1988 - December 1989
Citicorp Credit Services October 1986 - August 1988
Citibank October 1984 - September 1986
Steiger Tractor September 1981 - October 1984
New York Life Insurance Company January 1976 - September 1981
Skills
Past Life and Health..., NASD S1, S24, S53, S63,..., Business Formation and..., Funding, Business Development
Education
Minnesota State University, Moorhead
Bachelor's degree, Business Administration
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Val-Add Service Corp March 1998 - May 2015
First USA Bank July 1996 - August 1997
Citicorp Invenstment Services August 1990 - June 1996
Citibank January 1990 - August 1990
Citicorp Credit Services September 1988 - December 1989
Citicorp Credit Services October 1986 - August 1988
Citibank October 1984 - September 1986
Steiger Tractor September 1981 - October 1984
New York Life Insurance Company January 1976 - September 1981
Skills
Past Life and Health..., NASD S1, S24, S53, S63,..., Business Formation and..., Funding, Business Development
Education
Minnesota State University, Moorhead
Bachelor's degree, Business Administration
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Jon Putz's New York Life Insurance Company Experience
Job Financial Services Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Life Insurance, Retirement, Mutual Funds, Long Term Care Insurance, Retirement Planning, IRAs, Fixed Annuities, Term Life Insurance, Financial Planning, Customer Service, Team Building, Program Management, Disability Insurance, Leadership, Wealth Accumulation, Long-term Care, 401k Rollovers, Whole Life, Microsoft Office, Sales, Roth IRA
Education
Michigan State University
New York Life Insurance Company
Skills
Life Insurance, Retirement, Mutual Funds, Long Term Care Insurance, Retirement Planning, IRAs, Fixed Annuities, Term Life Insurance, Financial Planning, Customer Service, Team Building, Program Management, Disability Insurance, Leadership, Wealth Accumulation, Long-term Care, 401k Rollovers, Whole Life, Microsoft Office, Sales, Roth IRA
Education
Michigan State University
Roy Raaj's New York Life Insurance Company Experience June 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Las Vegas Night Life January 2008 - May 2013
Skills
Key Person Protection, Key Person Insurance, Estate Planning, 401k Rollovers, Investments, Insurance, Retirement Planning, Qualified Retirement..., Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Protection, Fixed Annuities, Succession Planning, Gifting Strategies
Education
Minnesota State University, Moorhead 2001 — 2004
New York Life Insurance Company June 2013 - Present
Las Vegas Night Life January 2008 - May 2013
Skills
Key Person Protection, Key Person Insurance, Estate Planning, 401k Rollovers, Investments, Insurance, Retirement Planning, Qualified Retirement..., Life Insurance, Term Life Insurance, Long Term Care Insurance, Asset Protection, Fixed Annuities, Succession Planning, Gifting Strategies
Education
Minnesota State University, Moorhead 2001 — 2004
Kelly Moeller's New York Life Insurance Company Experience August 2012 - January 2014
Job Manager at Bittersweet Cafe in the Archer House
Industry
Experience
Bittersweet Cafe ManagerThe Archer HouseFebruary 2014 - Present
United States Postal Service November 2013 - January 2014
New York Life Insurance Company August 2012 - January 2014
Gander Mountain July 2013 - November 2013
American Income Life Insurance Company January 2013 - July 2013
University of Wisconsin-Madison August 2007 - May 2012
Skills
Customer Relations, Troubleshooting, Teaching, Conflict Resolution, Conflict Prevention, Customer Retention, Product Knowledge, Time Management, Load Balancing, Process Efficiency, Bilingual Communications, Construction, Teamwork, At Multitasking
Education
University of Wisconsin-Madison 2007 — 2012
Bachelor of Arts (B.A.), History and German, 3.3
Albert-Ludwigs-Universität Freiburg im Breisgau 2010 — 2011
None, German and History, 4.0
Minneapolis Community and Technical College
none, Air Traffic Control, 4.0
Bittersweet Cafe ManagerThe Archer HouseFebruary 2014 - Present
United States Postal Service November 2013 - January 2014
New York Life Insurance Company August 2012 - January 2014
Gander Mountain July 2013 - November 2013
American Income Life Insurance Company January 2013 - July 2013
University of Wisconsin-Madison August 2007 - May 2012
Skills
Customer Relations, Troubleshooting, Teaching, Conflict Resolution, Conflict Prevention, Customer Retention, Product Knowledge, Time Management, Load Balancing, Process Efficiency, Bilingual Communications, Construction, Teamwork, At Multitasking
Education
University of Wisconsin-Madison 2007 — 2012
Bachelor of Arts (B.A.), History and German, 3.3
Albert-Ludwigs-Universität Freiburg im Breisgau 2010 — 2011
None, German and History, 4.0
Minneapolis Community and Technical College
none, Air Traffic Control, 4.0