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
Tracy Gran Tracy Gran'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
BPW 2007 - 2014
Consumer Credit Counseling Services of Lutheran Social Services March 2008 - August 2012
Consumer Credit Counseling Services of Lutheran Social Services June 1998 - February 2008
Fabri-Centers of America, Inc (Jo-Ann Fabrics) April 1995 - June 1998
First Bankcard Center of Omaha December 1994 - April 1995
Retail Holdings Group Inc March 1994 - December 1994
Skills
401k Rollovers, Retirement Planning, Customer Service, Lifetime Income..., Management, Life Insurance, Training, Annuity Sales, Investments, Budgets, Estate Planning, Legacy Planning, Sales, Wealth Preservation..., Asset Protection, Insurance, Life Insurance..., Permanent Life Insurance, Term Life Insurance, Business Strategy, Strategic Planning, Risk Management, Gifting Strategies, Grandchild Gifting, Personal Finance, IRA Rollovers, Building Relationships, Business Insurance..., Business Networking, Key Person Insurance, Sucession Planning, Business Exit Strategy, Buy-sell Agreements, Finance, Leadership, Marketing, Public Relations, Public Speaking, Team Building, Buy Sell Agreements, 401(k) Rollovers, Succession Planning, Business Insurance, Wealth Preservation
Education
Mount Marty College 1990 — 1994
Bachelor of Arts, Business Administration; Management
New York Life Insurance Company September 2012 - Present
BPW 2007 - 2014
Consumer Credit Counseling Services of Lutheran Social Services March 2008 - August 2012
Consumer Credit Counseling Services of Lutheran Social Services June 1998 - February 2008
Fabri-Centers of America, Inc (Jo-Ann Fabrics) April 1995 - June 1998
First Bankcard Center of Omaha December 1994 - April 1995
Retail Holdings Group Inc March 1994 - December 1994
Skills
401k Rollovers, Retirement Planning, Customer Service, Lifetime Income..., Management, Life Insurance, Training, Annuity Sales, Investments, Budgets, Estate Planning, Legacy Planning, Sales, Wealth Preservation..., Asset Protection, Insurance, Life Insurance..., Permanent Life Insurance, Term Life Insurance, Business Strategy, Strategic Planning, Risk Management, Gifting Strategies, Grandchild Gifting, Personal Finance, IRA Rollovers, Building Relationships, Business Insurance..., Business Networking, Key Person Insurance, Sucession Planning, Business Exit Strategy, Buy-sell Agreements, Finance, Leadership, Marketing, Public Relations, Public Speaking, Team Building, Buy Sell Agreements, 401(k) Rollovers, Succession Planning, Business Insurance, Wealth Preservation
Education
Mount Marty College 1990 — 1994
Bachelor of Arts, Business Administration; Management
Kimberly Guerrero Kimberly Guerrero's New York Life Insurance Company Experience February 2014 - September 2014
Job Dedicated New York Life Agent helping to protect families and businesses in the Greater New York area.
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - September 2014
Telstra August 2007 - August 2013
Telstra International 2007 - August 2013
Pioneer Investments 2005 - 2007
Westcom 2003 - 2005
Global Crossing 1998 - 2003
Skills
Vendor Management, Telecommunications, Microsoft Office, Salesforce.com, Networking, Managed Services, Training, Customer Service, Customer Experience, Contract Negotiation, Visio, MPLS, Lotus Notes, Cost Planning, Sales, RFP, Cost Management, Building Relationships, Business Networking, Education Funding, Insurance, Licensed Life & Health..., Problem Solving, Retirement Planning, Seminar Marketing, Wealth Preservation..., Long Term Care Insurance, Management, Solution Selling
Education
Berkeley College-New York 2012 — 2016
Bachelor's degree
Mount Saint Mary College 1993 — 1996
New York Life Insurance Company February 2014 - September 2014
Telstra August 2007 - August 2013
Telstra International 2007 - August 2013
Pioneer Investments 2005 - 2007
Westcom 2003 - 2005
Global Crossing 1998 - 2003
Skills
Vendor Management, Telecommunications, Microsoft Office, Salesforce.com, Networking, Managed Services, Training, Customer Service, Customer Experience, Contract Negotiation, Visio, MPLS, Lotus Notes, Cost Planning, Sales, RFP, Cost Management, Building Relationships, Business Networking, Education Funding, Insurance, Licensed Life & Health..., Problem Solving, Retirement Planning, Seminar Marketing, Wealth Preservation..., Long Term Care Insurance, Management, Solution Selling
Education
Berkeley College-New York 2012 — 2016
Bachelor's degree
Mount Saint Mary College 1993 — 1996
Bert Dozark Bert Dozark's New York Life Insurance Company Experience May 1977 - December 1987
Job Realtor at Dwell Realty
Industry Real Estate
Experience
Dwell Realty November 2013 - Present
Dwell Realty 1987 - 2014
RE/MAX Properties, Inc. May 1992 - November 2013
RE/MAX Properties, Inc. - Anchorage, Alaska May 1992 - November 2013
Coldwell Banker January 1987 - May 1992
New York Life Insurance Company May 1977 - December 1987
Skills
First Time Home Buyers, Sellers, Relocation, New Home Sales, Listings, Condos, Single Family Homes, Buyer Representation, Short Sales, Foreclosures, ABR, Referrals, Real Estate, REO, Investment Properties, Move Up Buyers, Investors, Townhomes, Buyers, e-PRO, Residential Homes, Selling, SFR, New Homes, Real Estate Transactions
Education
Mt. Hood Community College 1967 — 1973
Business admin., Economics
Portland Community College 1959 — 1963
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Dwell Realty November 2013 - Present
Dwell Realty 1987 - 2014
RE/MAX Properties, Inc. May 1992 - November 2013
RE/MAX Properties, Inc. - Anchorage, Alaska May 1992 - November 2013
Coldwell Banker January 1987 - May 1992
New York Life Insurance Company May 1977 - December 1987
Skills
First Time Home Buyers, Sellers, Relocation, New Home Sales, Listings, Condos, Single Family Homes, Buyer Representation, Short Sales, Foreclosures, ABR, Referrals, Real Estate, REO, Investment Properties, Move Up Buyers, Investors, Townhomes, Buyers, e-PRO, Residential Homes, Selling, SFR, New Homes, Real Estate Transactions
Education
Mt. Hood Community College 1967 — 1973
Business admin., Economics
Portland Community College 1959 — 1963
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Zach Walsh Zach Walsh's New York Life Insurance Company Experience August 2014 - Present
Job Dedicated Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Gretna Soccer Club July 2014 - Present
Mutual of Omaha October 2013 - July 2014
Shadow Ridge Country Club May 2013 - October 2013
Skills
Life Insurance, 401k Rollovers
Education
Mount Marty College 2008 — 2012
Bachelor of Arts (BA), History and Secondary Education
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Gretna Soccer Club July 2014 - Present
Mutual of Omaha October 2013 - July 2014
Shadow Ridge Country Club May 2013 - October 2013
Skills
Life Insurance, 401k Rollovers
Education
Mount Marty College 2008 — 2012
Bachelor of Arts (BA), History and Secondary Education
Richard Ascani Richard Ascani's New York Life Insurance Company Experience May 1994 - December 1998
Job Team Leader at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America October 2013 - Present
The Guardian Life Insurance Company of America January 2009 - Present
Trion August 2006 - September 2008
The Guardian Life Insurance Company of America May 2000 - August 2006
Aetna December 1998 - May 2000
New York Life Insurance Company May 1994 - December 1998
MetLife December 1986 - May 1994
Skills
Life Insurance, Underwriting, Disability Insurance, Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Brokers, Group Insurance, Actuarial Science, Long-term Care, Risk Management, Claim, Health Savings Accounts
Education
Moravian College 1982 — 1986
Bachelor of Science (BS), Mathematics
Bangor Area High School 1978 — 1982
College/University Preparatory and Advanced High School/Secondary Diploma Program
The Guardian Life Insurance Company of America October 2013 - Present
The Guardian Life Insurance Company of America January 2009 - Present
Trion August 2006 - September 2008
The Guardian Life Insurance Company of America May 2000 - August 2006
Aetna December 1998 - May 2000
New York Life Insurance Company May 1994 - December 1998
MetLife December 1986 - May 1994
Skills
Life Insurance, Underwriting, Disability Insurance, Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Brokers, Group Insurance, Actuarial Science, Long-term Care, Risk Management, Claim, Health Savings Accounts
Education
Moravian College 1982 — 1986
Bachelor of Science (BS), Mathematics
Bangor Area High School 1978 — 1982
College/University Preparatory and Advanced High School/Secondary Diploma Program
Elizabeth Siregar Elizabeth Siregar's New York Life Insurance Company Experience January 2012 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2012 - Present
Comcast Cable March 2010 - January 2012
Healthy Food Supplements - GNLD International Distributors November 1991 - January 2012
AT&T April 2000 - November 2005
Education
Napa Valley College 1998 — 1999
Bachelor of Business Administration (BBA)
University of the East 1973 — 1978
Bachelor's degree, Business Administration and Management, General
New York Life Insurance Company January 2012 - Present
Comcast Cable March 2010 - January 2012
Healthy Food Supplements - GNLD International Distributors November 1991 - January 2012
AT&T April 2000 - November 2005
Education
Napa Valley College 1998 — 1999
Bachelor of Business Administration (BBA)
University of the East 1973 — 1978
Bachelor's degree, Business Administration and Management, General
Timothy Schaub Timothy Schaub's New York Life Insurance Company Experience AssociateSprinkles CupcakesJuly 2014 - September 2014
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company AssociateSprinkles CupcakesJuly 2014 - September 2014
Zumiez January 2009 - January 2012
Skills
Client Relationships..., Retirement Income..., Long-term Customer..., Family Services, Product Knowledge, Customer Service, Client Services, Retirement Planning, Interpersonal Skills, Marketing Communications, Organization Skills, New Business Development, Small Business, Event Planning, Statistical Data..., Retirement Plan..., Life Insurance, Long Term Business..., Long Term Care Insurance, Insurance, Finance, Sales
Education
Moorpark College
Simi Valley High School
New York Life Insurance Company AssociateSprinkles CupcakesJuly 2014 - September 2014
Zumiez January 2009 - January 2012
Skills
Client Relationships..., Retirement Income..., Long-term Customer..., Family Services, Product Knowledge, Customer Service, Client Services, Retirement Planning, Interpersonal Skills, Marketing Communications, Organization Skills, New Business Development, Small Business, Event Planning, Statistical Data..., Retirement Plan..., Life Insurance, Long Term Business..., Long Term Care Insurance, Insurance, Finance, Sales
Education
Moorpark College
Simi Valley High School
Natasha Bochkariov Natasha Bochkariov's New York Life Insurance Company Experience September 2004 - March 2007
Job Insurance Advisor at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha March 2013 - Present
Old National Bank January 2009 - January 2013
New York Life Insurance Company September 2004 - March 2007
Skills
Long Term Care Insurance, Critical Ilness..., Employee Benefits, Medicare Supplements, Permanent Life Insurance, Term Life Insurance, Group Insurance, Health Insurance, Disability Insurance, Small Business, Fixed Annuities, Retirement Planning
Education
Moscow Power Engineering Institute (Technical University) 1979 — 1985
M.S., Electrical & Mechanical Engineering
Mutual of Omaha March 2013 - Present
Old National Bank January 2009 - January 2013
New York Life Insurance Company September 2004 - March 2007
Skills
Long Term Care Insurance, Critical Ilness..., Employee Benefits, Medicare Supplements, Permanent Life Insurance, Term Life Insurance, Group Insurance, Health Insurance, Disability Insurance, Small Business, Fixed Annuities, Retirement Planning
Education
Moscow Power Engineering Institute (Technical University) 1979 — 1985
M.S., Electrical & Mechanical Engineering
Fred AuWerter Fred AuWerter's New York Life Insurance Company Experience November 2014 - June 2015
Job Managing Partner
Industry Management Consulting
Experience
Focus Partners LLC January 2003 - Present
New York Life Insurance Company November 2014 - June 2015
Skills
Strategic Planning, Strategy, Sales, Management, Leadership, Start-ups, Business Development, Team Building, Business Strategy, Retirement Planning, Problem Solving, Education Funding, Employee Benefits, Business Planning, Income Protection, Supplements to Employee...
Education
Case Western Reserve University - Weatherhead School of Management
Attended, Finance
Muskingum College 1972 — 1976
Bachelors, Accounting
Focus Partners LLC January 2003 - Present
New York Life Insurance Company November 2014 - June 2015
Skills
Strategic Planning, Strategy, Sales, Management, Leadership, Start-ups, Business Development, Team Building, Business Strategy, Retirement Planning, Problem Solving, Education Funding, Employee Benefits, Business Planning, Income Protection, Supplements to Employee...
Education
Case Western Reserve University - Weatherhead School of Management
Attended, Finance
Muskingum College 1972 — 1976
Bachelors, Accounting
Kailey Knoop Kailey Knoop's New York Life Insurance Company Experience July 2014 - April 2015
Job Jewlery Consultant at Zales The Diamond Store
Industry Law Enforcement
Experience
Aurora Borealis Agency April 2012 - Present
Zales The Diamond Store February 2015 - August 2015
New York Life Insurance Company July 2014 - April 2015
Apple Valley Ford and Lincoln Dealerships April 2013 - May 2014
Cub Foods September 2007 - November 2012
Raising Cane's August 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Outlook, Sales
Education
National American University-Bloomington 2011 — 2015
Associate's degree, Criminal Justice and Corrections
Aurora Borealis Agency April 2012 - Present
Zales The Diamond Store February 2015 - August 2015
New York Life Insurance Company July 2014 - April 2015
Apple Valley Ford and Lincoln Dealerships April 2013 - May 2014
Cub Foods September 2007 - November 2012
Raising Cane's August 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Outlook, Sales
Education
National American University-Bloomington 2011 — 2015
Associate's degree, Criminal Justice and Corrections
Victoria (G.) Ward's New York Life Insurance Company Experience 2014 - Present
Job Licensed Agent with New York Life Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Innovative Holdings Inc. January 2013 - May 2014
Sports & Arts in Schools Foundation September 2006 - June 2012
New York Junior Tennis League April 2006 - September 2006
The New York Helmsley Hotel July 2004 - March 2006
The Garden City Hotel February 2001 - July 2004
The Stamford Marriott Hotels & Resorts May 2000 - January 2001
Skills
Employee Relations, Organizational..., Benefits Administration, Interviews, Program Management, Customer Service, Employee Benefits, Employee Training, Nonprofits, Human Resources, Customer Relations, Project Management, Office Management, Staff Development, Recruitment/Retention, Hotel Management, Client Services, Account Management, Business Networking, Supplements to Employee..., Risk Management, Protection..., Leadership, Management, Microsoft Office, Team Building, Analysis, Sales, Time Management, Research, Marketing, Public Speaking, Event Planning, Event Management, Social Media, Social Networking, Personnel Management
Education
Saint John's University 2009 — 2011
Bachelor of Science (B.S.), Health Services Administration
Nassau Community College 2005 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
New York Life Insurance Company 2014 - Present
Innovative Holdings Inc. January 2013 - May 2014
Sports & Arts in Schools Foundation September 2006 - June 2012
New York Junior Tennis League April 2006 - September 2006
The New York Helmsley Hotel July 2004 - March 2006
The Garden City Hotel February 2001 - July 2004
The Stamford Marriott Hotels & Resorts May 2000 - January 2001
Skills
Employee Relations, Organizational..., Benefits Administration, Interviews, Program Management, Customer Service, Employee Benefits, Employee Training, Nonprofits, Human Resources, Customer Relations, Project Management, Office Management, Staff Development, Recruitment/Retention, Hotel Management, Client Services, Account Management, Business Networking, Supplements to Employee..., Risk Management, Protection..., Leadership, Management, Microsoft Office, Team Building, Analysis, Sales, Time Management, Research, Marketing, Public Speaking, Event Planning, Event Management, Social Media, Social Networking, Personnel Management
Education
Saint John's University 2009 — 2011
Bachelor of Science (B.S.), Health Services Administration
Nassau Community College 2005 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Marcel G. Robidas Jr Marcel G. Robidas Jr's New York Life Insurance Company Experience May 2014 - October 2014
Job Financial Advisor at MassMutual Financial Group
Industry Insurance
Experience
New York Life Insurance Company May 2014 - October 2014
Liberty Mutual Insurance October 2012 - May 2014
Vantage West Credit Union/ LPL Financial January 2011 - December 2011
Bank of America/Merrill Lynch February 2007 - August 2010
Citizens Investment Services, Inc. June 2001 - February 2007
John Hancock Signature Services, Inc June 2000 - June 2001
John Hancock Signature Services, Inc. September 1996 - June 2000
John Hancock Signature Services, Inc. September 1994 - September 1996
Prudential Insurance Company June 1987 - September 1994
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Series 7, Estate Planning, Customer Relations, Retirement, Life Insurance
Education
Hesser College 1984 — 1987
Associate Degree in Business Administration, Business
New York Life Insurance Company May 2014 - October 2014
Liberty Mutual Insurance October 2012 - May 2014
Vantage West Credit Union/ LPL Financial January 2011 - December 2011
Bank of America/Merrill Lynch February 2007 - August 2010
Citizens Investment Services, Inc. June 2001 - February 2007
John Hancock Signature Services, Inc June 2000 - June 2001
John Hancock Signature Services, Inc. September 1996 - June 2000
John Hancock Signature Services, Inc. September 1994 - September 1996
Prudential Insurance Company June 1987 - September 1994
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Series 7, Estate Planning, Customer Relations, Retirement, Life Insurance
Education
Hesser College 1984 — 1987
Associate Degree in Business Administration, Business
Leslie Perales Leslie Perales's New York Life Insurance Company Experience May 2012 - February 2013
Job Billingual Retirement Plan Representative at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Citi December 2012 - August 2013
New York Life Insurance Company May 2012 - February 2013
Enterprise Rent-A-Car May 2011 - May 2012
The University of Arizona November 2009 - December 2010
The Southwestern Company May 2008 - May 2009
Skills
Phone Etiquette, Transaction Services, Customer Service, Data Entry, Professional..., Data Research, Data Reporting
Education
University of Arizona 2009 — 2012
Bachelor of Science, Economics, Communication
Nanjing University 2010 — 2010
Communication
Pima Community College 2006 — 2009
Associate's Degree, Business
Vanguard February 2014 - Present
Citi December 2012 - August 2013
New York Life Insurance Company May 2012 - February 2013
Enterprise Rent-A-Car May 2011 - May 2012
The University of Arizona November 2009 - December 2010
The Southwestern Company May 2008 - May 2009
Skills
Phone Etiquette, Transaction Services, Customer Service, Data Entry, Professional..., Data Research, Data Reporting
Education
University of Arizona 2009 — 2012
Bachelor of Science, Economics, Communication
Nanjing University 2010 — 2010
Communication
Pima Community College 2006 — 2009
Associate's Degree, Business
Asha McCreavy Asha McCreavy's New York Life Insurance Company Experience May 2012 - January 2013
Job QC Project/Research Specialist at Liberty Home Equity Solutions, Inc.
Industry Legal Services
Experience
Liberty Home Equity Solutions, Inc. January 2013 - Present
New York Life Insurance Company May 2012 - January 2013
Aflac November 2011 - May 2012
World Alliance Financial Corp. dba Senior Lending Network July 2007 - July 2011
Law Office of Patrick Robinson September 1999 - July 2007
Skills
Adobe Acrobat..., Microsoft Excel, Outlook, PowerPoint, Editing, Legal Research, Project Management, Administrative..., Spreadsheets, Business Analysis, Process Improvement, Microsoft Office, Microsoft Word
Education
Nassau Community College 2011 — 2013
AS, Business Administration
York College 2000 — 2001
Certificate, Paralegal Studies
Liberty Home Equity Solutions, Inc. January 2013 - Present
New York Life Insurance Company May 2012 - January 2013
Aflac November 2011 - May 2012
World Alliance Financial Corp. dba Senior Lending Network July 2007 - July 2011
Law Office of Patrick Robinson September 1999 - July 2007
Skills
Adobe Acrobat..., Microsoft Excel, Outlook, PowerPoint, Editing, Legal Research, Project Management, Administrative..., Spreadsheets, Business Analysis, Process Improvement, Microsoft Office, Microsoft Word
Education
Nassau Community College 2011 — 2013
AS, Business Administration
York College 2000 — 2001
Certificate, Paralegal Studies
Stacy Croft's New York Life Insurance Company Experience August 2011 - December 2011
Job Small Business Specialist at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2014 - Present
Rodan + Fields Dermatologists August 2014 - Present
U.S. Bank February 2012 - September 2014
Works Tower November 2011 - February 2012
New York Life Insurance Company August 2011 - December 2011
Monumental Life Insurance April 2009 - July 2011
STATE FARM INSURANCE AND FINANCIAL SERVICES October 2007 - April 2009
Nationwide Insurance September 2006 - October 2007
Skills
Banking, Loans, Small Business, Sales, Customer Service, Credit Analysis, Consumer Lending, Commercial Lending, Credit, Cross Selling, Financial Analysis, Leadership, Public Speaking, Retail Banking, Small Business Lending
Education
Murray State University 2001 — 2006
Bachelor's degree, Organizational Communication, General
U.S. Bank September 2014 - Present
Rodan + Fields Dermatologists August 2014 - Present
U.S. Bank February 2012 - September 2014
Works Tower November 2011 - February 2012
New York Life Insurance Company August 2011 - December 2011
Monumental Life Insurance April 2009 - July 2011
STATE FARM INSURANCE AND FINANCIAL SERVICES October 2007 - April 2009
Nationwide Insurance September 2006 - October 2007
Skills
Banking, Loans, Small Business, Sales, Customer Service, Credit Analysis, Consumer Lending, Commercial Lending, Credit, Cross Selling, Financial Analysis, Leadership, Public Speaking, Retail Banking, Small Business Lending
Education
Murray State University 2001 — 2006
Bachelor's degree, Organizational Communication, General
Eki Faagai Eki Faagai's New York Life Insurance Company Experience February 2013 - December 2013
Job Substitute Teacher/Tutor at Hawaii State Department of Education
Industry Education Management
Experience
Hawaii State Department of Education September 2013 - Present
Punahou School May 2012 - Present
Moanalua HS January 2012 - Present
New York Life Insurance Company February 2013 - December 2013
Pleasant Holidays Employee July 2011 - December 2012
Pleasant Holidays July 2012 - October 2012
Weber State Library January 2009 - March 2009
Skills
Tourism, Resorts, Hotels, Public Speaking, Hospitality, Hospitality Industry, Leisure, Leisure Travel, Revenue Analysis, Travel Management, Cruises, Vacation, Hospitality Management, Hotel Booking, Tour Operators, Food & Beverage, Online Travel
Education
Weber State University 2008 — 2010
Bachelor's of Science, Geography
Moorpark College 2005 — 2008
Associate's Degree, Liberal Arts
Huntington Beach High School
Diploma
Hawaii State Department of Education September 2013 - Present
Punahou School May 2012 - Present
Moanalua HS January 2012 - Present
New York Life Insurance Company February 2013 - December 2013
Pleasant Holidays Employee July 2011 - December 2012
Pleasant Holidays July 2012 - October 2012
Weber State Library January 2009 - March 2009
Skills
Tourism, Resorts, Hotels, Public Speaking, Hospitality, Hospitality Industry, Leisure, Leisure Travel, Revenue Analysis, Travel Management, Cruises, Vacation, Hospitality Management, Hotel Booking, Tour Operators, Food & Beverage, Online Travel
Education
Weber State University 2008 — 2010
Bachelor's of Science, Geography
Moorpark College 2005 — 2008
Associate's Degree, Liberal Arts
Huntington Beach High School
Diploma
Byron Peacher's New York Life Insurance Company Experience June 2012 - March 2013
Job Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
Capital Financial Group, LLC April 2013 - Present
MassMutual Financial Group 2013 - Present
Artie E. Peacher DDS 1980 - 2015
Artie E. Peacher DDS 1980 - 2015
Artie E. Peacher DDS 1980 - 2015
New York Life Insurance Company June 2012 - March 2013
United Medical August 2008 - June 2012
Skills
Disability Insurance, Insurance, Financial Services, Life Insurance, Long Term Care Insurance, Customer Service, Series 7, Team Building, Public Speaking, Whole Life, Microsoft Office, New Business Development, Series 63
Education
Murray State University 1998 — 2003
Bachelor of Science (B.S.), Biology, General
Capital Financial Group, LLC April 2013 - Present
MassMutual Financial Group 2013 - Present
Artie E. Peacher DDS 1980 - 2015
Artie E. Peacher DDS 1980 - 2015
Artie E. Peacher DDS 1980 - 2015
New York Life Insurance Company June 2012 - March 2013
United Medical August 2008 - June 2012
Skills
Disability Insurance, Insurance, Financial Services, Life Insurance, Long Term Care Insurance, Customer Service, Series 7, Team Building, Public Speaking, Whole Life, Microsoft Office, New Business Development, Series 63
Education
Murray State University 1998 — 2003
Bachelor of Science (B.S.), Biology, General
Jesse T. McCullough Jesse T. McCullough's New York Life Insurance Company Experience October 2007 - September 2009
Job Java Developer
Industry Information Technology and Services
Experience
In Transition June 2015 - Present
FDM Group June 2014 - May 2015
Independent Contractor September 2009 - October 2013
New York Life Insurance Company October 2007 - September 2009
Adecco September 2005 - August 2007
Skills
Java, SQL, Hibernate, Spring Framework, JSP, HTML, Maven, CSS, JavaScript, XML, Technical Support, Network Administration, Networking, Security, IT Service Management, Testing, SDLC
Education
SUNY Old Westbury 2000 — 2004
Bachelor of Science, Computer Science
Nassau Community College 1996 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
In Transition June 2015 - Present
FDM Group June 2014 - May 2015
Independent Contractor September 2009 - October 2013
New York Life Insurance Company October 2007 - September 2009
Adecco September 2005 - August 2007
Skills
Java, SQL, Hibernate, Spring Framework, JSP, HTML, Maven, CSS, JavaScript, XML, Technical Support, Network Administration, Networking, Security, IT Service Management, Testing, SDLC
Education
SUNY Old Westbury 2000 — 2004
Bachelor of Science, Computer Science
Nassau Community College 1996 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Edward Bencosme's New York Life Insurance Company Experience May 2015 - Present
Job Agent at New York Life Insurance company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Advance Audio Technology September 2013 - Present
Entertainment Tonite August 2002 - Present
New Millenium Capital January 2000 - June 2004
Woodro Deli January 1995 - June 2004
Skills
Audio/Video connection..., Programing and..., Bilingual-English/Spanis..., Project Management, Project Coordination, Food Service, Television, Production Managment, Film, Video Production, Entertainment, Corporate Events, Event Planning, Live Events, Sales, Social Networking, Event Management, Hospitality, Production Management, Management, Customer Service, Finance, Marketing, Social Media, Public Relations
Education
Nassau Community College 1997 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
George W. Hewlett High School 1993 — 1997
High school diploma
New York Life Insurance Company May 2015 - Present
Advance Audio Technology September 2013 - Present
Entertainment Tonite August 2002 - Present
New Millenium Capital January 2000 - June 2004
Woodro Deli January 1995 - June 2004
Skills
Audio/Video connection..., Programing and..., Bilingual-English/Spanis..., Project Management, Project Coordination, Food Service, Television, Production Managment, Film, Video Production, Entertainment, Corporate Events, Event Planning, Live Events, Sales, Social Networking, Event Management, Hospitality, Production Management, Management, Customer Service, Finance, Marketing, Social Media, Public Relations
Education
Nassau Community College 1997 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
George W. Hewlett High School 1993 — 1997
High school diploma
Carmen Cebreros's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Compass Insurance Services, LLC March 2012 - October 2014
Skills
Life Insurance, Retirement Planning, Lincesed in Long Term...
Education
Mt. Hood Community College 1998 — 1998
New York Life Insurance Company November 2014 - Present
Compass Insurance Services, LLC March 2012 - October 2014
Skills
Life Insurance, Retirement Planning, Lincesed in Long Term...
Education
Mt. Hood Community College 1998 — 1998
Nathan Chavez Nathan Chavez's New York Life Insurance Company Experience February 2013 - June 2014
Job Licensed Insurance Agent at Allstate
Industry Insurance
Experience
Allstate June 2014 - Present
New York Life Insurance Company February 2013 - June 2014
First Financial Credit Union January 2012 - September 2012
New Mexico Educators Federal Credit Union March 2011 - January 2012
New Mexico Educators Federal Credit Union November 2009 - March 2011
New Mexico Educators Federal Credit Union January 2008 - November 2009
Skills
Finance, Life Insurance, Retirement Planning, Long Term Care Insurance, Leadership, 401k Rollovers, Public Speaking, Wealth Preservation..., Annuity Sales, College Funding..., Key Person Protection, Voluntary Employee..., Property & Casualty..., Auto Insurance, Home Owners Insurance, Renters Insurance, Umbrella Insurance, Landlords Insurance
Education
National American University-Albuquerque 2010 — 2012
Business Administration, Management and Operations
Allstate June 2014 - Present
New York Life Insurance Company February 2013 - June 2014
First Financial Credit Union January 2012 - September 2012
New Mexico Educators Federal Credit Union March 2011 - January 2012
New Mexico Educators Federal Credit Union November 2009 - March 2011
New Mexico Educators Federal Credit Union January 2008 - November 2009
Skills
Finance, Life Insurance, Retirement Planning, Long Term Care Insurance, Leadership, 401k Rollovers, Public Speaking, Wealth Preservation..., Annuity Sales, College Funding..., Key Person Protection, Voluntary Employee..., Property & Casualty..., Auto Insurance, Home Owners Insurance, Renters Insurance, Umbrella Insurance, Landlords Insurance
Education
National American University-Albuquerque 2010 — 2012
Business Administration, Management and Operations
Katie Gagnon Katie Gagnon's New York Life Insurance Company Experience July 2007 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2007 - Present
New York Life Insurance Company July 2005 - July 2007
Skills
Communication, Written Communication
Education
Mount St. Mary's College 2001 — 2005
Bachelor of Science (B.S.), Psychology
New York Life Insurance Company July 2007 - Present
New York Life Insurance Company July 2005 - July 2007
Skills
Communication, Written Communication
Education
Mount St. Mary's College 2001 — 2005
Bachelor of Science (B.S.), Psychology
Davide Itri Davide Itri's New York Life Insurance Company Experience June 2010 - Present
Job QA Automation Engineer at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2010 - Present
BROADRIDGE FINANCIAL SOLUTIONS January 2008 - June 2010
SKY I.T. GROUP March 2006 - October 2007
Skills
QTP, Test Planning, Software Quality..., PPC, Quality Center, Test Automation, Testing, SDLC, Requirements Gathering, Manual Testing, SQL
Education
New York Institute of Technology-Old Westbury 2011 — 2012
Bachelor of Science, Computer Science
Nassau Community College 2002 — 2004
Associate in Applied Science, Programming and Software Development
The Chubb Technical Institute 2000 — 2001
N/A, Business Programming/Web Development
New York Life Insurance Company June 2010 - Present
BROADRIDGE FINANCIAL SOLUTIONS January 2008 - June 2010
SKY I.T. GROUP March 2006 - October 2007
Skills
QTP, Test Planning, Software Quality..., PPC, Quality Center, Test Automation, Testing, SDLC, Requirements Gathering, Manual Testing, SQL
Education
New York Institute of Technology-Old Westbury 2011 — 2012
Bachelor of Science, Computer Science
Nassau Community College 2002 — 2004
Associate in Applied Science, Programming and Software Development
The Chubb Technical Institute 2000 — 2001
N/A, Business Programming/Web Development
Matthew T. Cech Matthew T. Cech's New York Life Insurance Company Experience July 2011 - March 2013
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
New York Life Insurance Company July 2011 - March 2013
TEKsystems May 2010 - June 2011
Merrill Lynch September 2009 - May 2010
Skills
Health Insurance, Life Insurance, Securities, Financial Analysis, Risk Management, Strategic Financial..., Insurance, Investments, Microsoft Excel, Sales, Accounting, Long Term Care Insurance, Permanent Life Insurance, Guaranteed Lifetime..., College Savings Plans, College Funding..., Licensed Life & Health..., Whole Life, 401k, Wealth Management, Investment Strategies, Investment Advisory, IRAs, Options, Mutual Funds
Education
Mount St. Mary's University 2006 — 2010
Business, Finance
Loyola Blakefield 1999 — 2006
Morgan Stanley March 2013 - Present
New York Life Insurance Company July 2011 - March 2013
TEKsystems May 2010 - June 2011
Merrill Lynch September 2009 - May 2010
Skills
Health Insurance, Life Insurance, Securities, Financial Analysis, Risk Management, Strategic Financial..., Insurance, Investments, Microsoft Excel, Sales, Accounting, Long Term Care Insurance, Permanent Life Insurance, Guaranteed Lifetime..., College Savings Plans, College Funding..., Licensed Life & Health..., Whole Life, 401k, Wealth Management, Investment Strategies, Investment Advisory, IRAs, Options, Mutual Funds
Education
Mount St. Mary's University 2006 — 2010
Business, Finance
Loyola Blakefield 1999 — 2006
Gilbert R. Harlan Gilbert R. Harlan's New York Life Insurance Company Experience July 1990 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Jackie Robinson Family YMCA 2001 - Present
NYLIFE Securities LLC July 1990 - Present
New York Life Insurance Company July 1990 - Present
United States Navy May 1975 - May 1999
Skills
Insurance, Event Planning, Fixed Annuities, Financial Services, Securities, Accounting, Microsoft Office, Retirement Planning, Life Insurance, Finance, Tax, Budgets, Retirement, Strategic Planning, Public Speaking, Leadership, Team Building, Coaching, Estate Planning
Education
National University 1986 — 1989
Master of Business Administration (MBA), Management Accounting emphasis in Financial Management
Prairie View A&M University of Texas 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Jackie Robinson Family YMCA 2001 - Present
NYLIFE Securities LLC July 1990 - Present
New York Life Insurance Company July 1990 - Present
United States Navy May 1975 - May 1999
Skills
Insurance, Event Planning, Fixed Annuities, Financial Services, Securities, Accounting, Microsoft Office, Retirement Planning, Life Insurance, Finance, Tax, Budgets, Retirement, Strategic Planning, Public Speaking, Leadership, Team Building, Coaching, Estate Planning
Education
National University 1986 — 1989
Master of Business Administration (MBA), Management Accounting emphasis in Financial Management
Prairie View A&M University of Texas 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Brandon Barker's New York Life Insurance Company Experience 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2010 - Present
Morehead Fire Department August 1999 - Present
Wackenhut August 2009 - August 2010
Wackenhut June 2008 - June 2009
Harold White Millworks June 2004 - June 2008
Harold White Lumber June 2000 - June 2004
Skills
Life Insurance, Customer Service, Insurance, Fixed Annuities, Public Speaking, Leadership
Education
Morehead State University 1999 — 2004
Bachelor of Science (B.S.), Geology
Paintsville High School 1995 — 1999
New York Life Insurance Company 2010 - Present
Morehead Fire Department August 1999 - Present
Wackenhut August 2009 - August 2010
Wackenhut June 2008 - June 2009
Harold White Millworks June 2004 - June 2008
Harold White Lumber June 2000 - June 2004
Skills
Life Insurance, Customer Service, Insurance, Fixed Annuities, Public Speaking, Leadership
Education
Morehead State University 1999 — 2004
Bachelor of Science (B.S.), Geology
Paintsville High School 1995 — 1999
Daphne Ligonde's New York Life Insurance Company Experience November 2008 - April 2009
Job Customer Service Representative at Need It Now Courier
Industry Online Media
Experience
Need It Now Courier March 2012 - Present
LnL Online Media Co April 2010 - June 2013
Ballet Jewels Inc March 2012 - March 2012
Tuo Consulting Inc. August 2010 - September 2011
Law Office of Learie R. Wilson November 2009 - May 2010
New York Life Insurance Company November 2008 - April 2009
Skills
Office Administration, front desk operations, Clerical Skills, General Administration, Clerical Duties, Social Media, Writing, Online Marketing, Social Networking, Legal Documentation, Confidentiality, Staff Training, Record Maintenance, Supply Management, Problem Solving
Education
Nassau Community College 2007 — 2011
n/a, Business, Management, Marketing, and Related Support Services
Elmont Memorial High School 2001 — 2007
HS Diploma, Regents
Need It Now Courier March 2012 - Present
LnL Online Media Co April 2010 - June 2013
Ballet Jewels Inc March 2012 - March 2012
Tuo Consulting Inc. August 2010 - September 2011
Law Office of Learie R. Wilson November 2009 - May 2010
New York Life Insurance Company November 2008 - April 2009
Skills
Office Administration, front desk operations, Clerical Skills, General Administration, Clerical Duties, Social Media, Writing, Online Marketing, Social Networking, Legal Documentation, Confidentiality, Staff Training, Record Maintenance, Supply Management, Problem Solving
Education
Nassau Community College 2007 — 2011
n/a, Business, Management, Marketing, and Related Support Services
Elmont Memorial High School 2001 — 2007
HS Diploma, Regents
Kelli PARSONS Kelli PARSONS's New York Life Insurance Company Experience November 2014 - Present
Job SVP and Chief Communications & Marketing Officer at New York Life
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Fannie Mae August 2010 - October 2014
Warburg Pincus September 2008 - August 2010
Hill & Knowlton October 1998 - September 2008
KHOU-TV July 1997 - October 1998
WAVE 3 - TV July 1994 - July 1997
WSMV June 1993 - July 1994
WPSD Local 6 June 1991 - June 1993
Skills
Corporate Communications, Media Relations, Social Media, Internal Communications, Change Management, Change Communication, Corporate Branding, Internal Branding, Public Relations, Public Policy, Philanthropy, Corporate Social..., Writing, Strategic Communications, Public Speaking, Marketing Communications, Management Consulting, People Management, Government Affairs, Government Relations, Reputation Management, Crisis Management, Crisis Communications, Analyst Relations, Issues Management, Shareholder..., Executive Coaching, Executive Communications, Investor Relations, Communications Planning, Communication Training, Thought Leadership, Public Affairs, Government, Financial Communications, Spokesperson, Internal & External..., Marketing Strategy, Leadership, Messaging, Press Releases
Education
Northwestern University 1990 — 1991
MSJ, Journalism
Murray State University 1987 — 1990
BA, Journalism, Political Science
New York Life Insurance Company November 2014 - Present
Fannie Mae August 2010 - October 2014
Warburg Pincus September 2008 - August 2010
Hill & Knowlton October 1998 - September 2008
KHOU-TV July 1997 - October 1998
WAVE 3 - TV July 1994 - July 1997
WSMV June 1993 - July 1994
WPSD Local 6 June 1991 - June 1993
Skills
Corporate Communications, Media Relations, Social Media, Internal Communications, Change Management, Change Communication, Corporate Branding, Internal Branding, Public Relations, Public Policy, Philanthropy, Corporate Social..., Writing, Strategic Communications, Public Speaking, Marketing Communications, Management Consulting, People Management, Government Affairs, Government Relations, Reputation Management, Crisis Management, Crisis Communications, Analyst Relations, Issues Management, Shareholder..., Executive Coaching, Executive Communications, Investor Relations, Communications Planning, Communication Training, Thought Leadership, Public Affairs, Government, Financial Communications, Spokesperson, Internal & External..., Marketing Strategy, Leadership, Messaging, Press Releases
Education
Northwestern University 1990 — 1991
MSJ, Journalism
Murray State University 1987 — 1990
BA, Journalism, Political Science
William Mancini's New York Life Insurance Company Experience December 1975 - Present
Job Insurance Salesman
Industry Insurance
Experience
NEW YORK LIFE INSURANCE COMPANY December 1975 - Present
Skills
Life Insurance, Fixed Annuities, Health Insurance, Sales, Term Life Insurance, Life & Health Insurance..., Underwriting, Long-term Care, Senior Market, Disability Insurance, Whole Life, Long Term Care Insurance, Small Business
Education
Murray State University 1967 — 1972
Bachelor of Science (BS), Health and Physical Education/Fitness
NEW YORK LIFE INSURANCE COMPANY December 1975 - Present
Skills
Life Insurance, Fixed Annuities, Health Insurance, Sales, Term Life Insurance, Life & Health Insurance..., Underwriting, Long-term Care, Senior Market, Disability Insurance, Whole Life, Long Term Care Insurance, Small Business
Education
Murray State University 1967 — 1972
Bachelor of Science (BS), Health and Physical Education/Fitness
Fred Bailey Fred Bailey's New York Life Insurance Company Experience June 2012 - Present
Job Life Insurance | Retirement Planning | Investments | Long Term Care
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Worthing Companies April 1993 - March 2012
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Long Term Care Insurance, Disability Insurance, Retirement, Team Building, Sales, Life Insurance, Financial Services, Apartments
Education
Georgia State University 1989 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate
Morehouse College 1986 — 1988
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Worthing Companies April 1993 - March 2012
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Long Term Care Insurance, Disability Insurance, Retirement, Team Building, Sales, Life Insurance, Financial Services, Apartments
Education
Georgia State University 1989 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate
Morehouse College 1986 — 1988
Gillian Hopkins's New York Life Insurance Company Experience December 2000 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2000 - Present
AVMA GHLIT 2005 - 2013
American Express Financial Advisors November 1999 - December 2002
Skills
Accounting, Analysis, Disability Insurance, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Retirement, Retirement Planning, Sales, Securities, Tax, Term Life Insurance, Life Insurance
Education
Muhlenberg College 1995 — 1999
History and Art History
McDonogh School
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2000 - Present
AVMA GHLIT 2005 - 2013
American Express Financial Advisors November 1999 - December 2002
Skills
Accounting, Analysis, Disability Insurance, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Retirement, Retirement Planning, Sales, Securities, Tax, Term Life Insurance, Life Insurance
Education
Muhlenberg College 1995 — 1999
History and Art History
McDonogh School
Sarah Hauck's New York Life Insurance Company Experience 2012 - Present
Job Experienced College Graduate Specializing in Customer Service
Industry Airlines/Aviation
Experience
New York Life Insurance Company 2012 - Present
JPMorgan Chase August 2011 - September 2011
Piedmont Airlines/US Airways Express October 2008 - July 2011
Business Intelligence, Inc. June 2008 - August 2008
Augustine Inc. May 2004 - August 2006
Richard Richard Hair Salon September 2000 - January 2006
Skills
Customer Relations, Customer Service, Event Planning, Hospitality, Hosting, Problem Solving
Education
Northern Kentucky University 2004 — 2011
Bachelors of Liberal Arts, History
Morehead State University 2002 — 2004
New York Life Insurance Company 2012 - Present
JPMorgan Chase August 2011 - September 2011
Piedmont Airlines/US Airways Express October 2008 - July 2011
Business Intelligence, Inc. June 2008 - August 2008
Augustine Inc. May 2004 - August 2006
Richard Richard Hair Salon September 2000 - January 2006
Skills
Customer Relations, Customer Service, Event Planning, Hospitality, Hosting, Problem Solving
Education
Northern Kentucky University 2004 — 2011
Bachelors of Liberal Arts, History
Morehead State University 2002 — 2004
Marjorie (Walsh) DeCanio Marjorie (Walsh) DeCanio's New York Life Insurance Company Experience November 1989 - November 1994
Job Owner at DeCanio & Associates
Industry Financial Services
Experience
Principal Financial Group February 2000 - Present
DeCanio & Associates November 1989 - Present
Independent Insurance Broker November 1994 - January 2000
New York Life Insurance Company November 1989 - November 1994
Skills
Work closely with..., Provide Financial..., Provide Complementary...
Education
Nassau Community College 1971 — 1972
Dominican Commerical High School 1967 — 1971
Principal Financial Group February 2000 - Present
DeCanio & Associates November 1989 - Present
Independent Insurance Broker November 1994 - January 2000
New York Life Insurance Company November 1989 - November 1994
Skills
Work closely with..., Provide Financial..., Provide Complementary...
Education
Nassau Community College 1971 — 1972
Dominican Commerical High School 1967 — 1971
Christopher Stoken Christopher Stoken's New York Life Insurance Company Experience November 2012 - January 2013
Job Sales & Business Development Executive at Venair Inc.
Industry Pharmaceuticals
Experience
Venair Group September 2014 - Present
Entree Health - A CDM Group Company August 2013 - July 2014
Cline Davis & Mann June 2013 - August 2013
New York Life Insurance Company November 2012 - January 2013
CMC: Civilian Military Combine June 2012 - September 2012
Skills
Marketing Strategy, Sales, Pharmaceutical Industry, Market Research, Business Development, Team Leadership, Pharmacology, Pharmaceutical Research, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Advertising, Online Advertising, Integrated Marketing, Biopharmaceuticals, Biological Engineering
Education
Saint Joseph's University 2011 — 2013
Bachelor of Science, Business Administration; Pharmaceutical and Healthcare Marketing
Mount St. Mary's University 2009 — 2011
Mercersburg Academy
Venair Group September 2014 - Present
Entree Health - A CDM Group Company August 2013 - July 2014
Cline Davis & Mann June 2013 - August 2013
New York Life Insurance Company November 2012 - January 2013
CMC: Civilian Military Combine June 2012 - September 2012
Skills
Marketing Strategy, Sales, Pharmaceutical Industry, Market Research, Business Development, Team Leadership, Pharmacology, Pharmaceutical Research, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Advertising, Online Advertising, Integrated Marketing, Biopharmaceuticals, Biological Engineering
Education
Saint Joseph's University 2011 — 2013
Bachelor of Science, Business Administration; Pharmaceutical and Healthcare Marketing
Mount St. Mary's University 2009 — 2011
Mercersburg Academy
Joel W Fischer Joel W Fischer's New York Life Insurance Company Experience March 2006 - Present
Job Programmer / Release Coordinator at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2006 - Present
New York Life Insurance Company April 1989 - March 2006
Dean Witter April 1986 - April 1989
Shearson Lehman Brothers November 1984 - April 1986
DSI Data Spectrum Inc. April 1982 - November 1984
Education
Pace University - Lubin School of Business 1993 — 2000
BAA, Finance
Saint John's University 1978 — 1980
BS, Criminal Justice
Nassau Community College 1976 — 1978
AAS, Criminal Justice
New York Life Insurance Company March 2006 - Present
New York Life Insurance Company April 1989 - March 2006
Dean Witter April 1986 - April 1989
Shearson Lehman Brothers November 1984 - April 1986
DSI Data Spectrum Inc. April 1982 - November 1984
Education
Pace University - Lubin School of Business 1993 — 2000
BAA, Finance
Saint John's University 1978 — 1980
BS, Criminal Justice
Nassau Community College 1976 — 1978
AAS, Criminal Justice
Ana Nicosia's New York Life Insurance Company Experience May 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
NY Rehab and Medical Services June 2004 - May 2012
Skills
Fixed Annuities, Life Insurance, Long-term Care, Special Needs Trusts, College Savings Plans, 401k Rollovers, sales
Education
Edward R. Murrow
Nassau Community College
New York Life Insurance Company May 2012 - Present
NY Rehab and Medical Services June 2004 - May 2012
Skills
Fixed Annuities, Life Insurance, Long-term Care, Special Needs Trusts, College Savings Plans, 401k Rollovers, sales
Education
Edward R. Murrow
Nassau Community College
Sandra Mazzola's New York Life Insurance Company Experience March 2007 - Present
Job Financial Services Professional at New York Life, passionate about helping people take action on their financial future
Industry Financial Services
Experience
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company March 2007 - Present
Creative Control August 2005 - March 2007
Skills
Retirement, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Estate Planning, Strategy, 401k Rollovers, Notary Public, Long Term Care Insurance, Life Insurance, Protection Planning, Family Security
Education
Hesser College 2000 — 2005
Bachelor of Applied Science (BASc)
Newton North High School 1997 — 2000
High School Diploma
Watertown Public Schools 1996 — 1997
Bachelor of Science, criminal justice
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company March 2007 - Present
Creative Control August 2005 - March 2007
Skills
Retirement, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Estate Planning, Strategy, 401k Rollovers, Notary Public, Long Term Care Insurance, Life Insurance, Protection Planning, Family Security
Education
Hesser College 2000 — 2005
Bachelor of Applied Science (BASc)
Newton North High School 1997 — 2000
High School Diploma
Watertown Public Schools 1996 — 1997
Bachelor of Science, criminal justice
Alphonso Brady, Jr.'s New York Life Insurance Company Experience September 2014 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company 2014 - September 2014
New York Life Insurance Company 2010 - 2014
NYLIFE Securities LLC July 2006 - January 2010
Skills
Communication, Interviewing, Multi-Tasking Skills, Recruiting, Leadership Training, Financial Recruiting
Education
Morehouse College
Bachelor of Science (B.S.), Physics, Mathematics, Enviromental Engineering
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company 2014 - September 2014
New York Life Insurance Company 2010 - 2014
NYLIFE Securities LLC July 2006 - January 2010
Skills
Communication, Interviewing, Multi-Tasking Skills, Recruiting, Leadership Training, Financial Recruiting
Education
Morehouse College
Bachelor of Science (B.S.), Physics, Mathematics, Enviromental Engineering
Gerard Morra Gerard Morra's New York Life Insurance Company Experience September 2015 - Present
Job Regional Supervisor National Securities
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
National Securities November 2013 - Present
Gilman January 2008 - November 2013
AXA January 2003 - December 2007
AXA Advisors January 2003 - December 2007
Skills
Computer savy, Fast leaner, Good listener, Insurance, Annuities, Compliance, Long Term Care, Retirement, Universal Life, IRA's, Financial Planning, Mutual Funds, Retirement Planning, FINRA, Series 7, Securities, Investment Advisory, Series 24, AML, Equities, Wealth Management, Fixed Annuities, Alternative Investments, Investments, Anti Money Laundering
Education
Mount Saint Mary College 2005 — 2006
Master, Business
Penn State University 1998 — 2002
Bachelors in Business, Finance
Penn State University 1998 — 2002
Bachelor's degree, Business with Finance concentrations
New York Life Insurance Company September 2015 - Present
National Securities November 2013 - Present
Gilman January 2008 - November 2013
AXA January 2003 - December 2007
AXA Advisors January 2003 - December 2007
Skills
Computer savy, Fast leaner, Good listener, Insurance, Annuities, Compliance, Long Term Care, Retirement, Universal Life, IRA's, Financial Planning, Mutual Funds, Retirement Planning, FINRA, Series 7, Securities, Investment Advisory, Series 24, AML, Equities, Wealth Management, Fixed Annuities, Alternative Investments, Investments, Anti Money Laundering
Education
Mount Saint Mary College 2005 — 2006
Master, Business
Penn State University 1998 — 2002
Bachelors in Business, Finance
Penn State University 1998 — 2002
Bachelor's degree, Business with Finance concentrations
Tattianna Leeks Tattianna Leeks's New York Life Insurance Company Experience January 2011 - July 2012
Job FullTime Student at Morgan State University
Industry Public Relations and Communications
Experience
Johns Hopkins Hospital June 2013 - Present
MARYLAND NATIONAL GUARD/UNITED STATES ARMY August 2012 - Present
Morgan State University August 2010 - Present
New York Life Insurance Company January 2011 - July 2012
Skills
Communication, Interpersonal Skill, Creative Writing, Social Media, Social Media Marketing, Social Networking, Speech, Press Releases, Media Skills Training, Promotional Writing, Public Relations, Advertising, Marketing
Education
Morgan State University 2010 — 2014
Currently seeking a Bachelors Degree with an expected graduation date of 2014, Major in Public Relations/Communication with a minor in English, First Semester Junior 3.7 GPA
Middletown High School 2006 — 2010
High School Diploma, Honor Student/ 3.8 GPA, Alumni
Johns Hopkins Hospital June 2013 - Present
MARYLAND NATIONAL GUARD/UNITED STATES ARMY August 2012 - Present
Morgan State University August 2010 - Present
New York Life Insurance Company January 2011 - July 2012
Skills
Communication, Interpersonal Skill, Creative Writing, Social Media, Social Media Marketing, Social Networking, Speech, Press Releases, Media Skills Training, Promotional Writing, Public Relations, Advertising, Marketing
Education
Morgan State University 2010 — 2014
Currently seeking a Bachelors Degree with an expected graduation date of 2014, Major in Public Relations/Communication with a minor in English, First Semester Junior 3.7 GPA
Middletown High School 2006 — 2010
High School Diploma, Honor Student/ 3.8 GPA, Alumni
Andy Gersbach's New York Life Insurance Company Experience June 2011 - Present
Job Agent at New York Life
Industry Financial Services
Experience
BNI April 2015 - Present
New York Life Insurance Company June 2011 - Present
JP Morgan Chase February 2011 - May 2011
JP Morgan Chase February 2007 - February 2011
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Employee Benefits, Retirement Planning, Individual Pension Plans, Retirement, Series 7, Series 6, Long Term Care Insurance, IRAs, 401k Rollovers, Customer Experience, Disability Insurance, Series 63, Customer Service, Insurance, Series 24, Sales
Education
Morehead State University 2002 — 2004
BA, Business Administration
Thomas More College 2000 — 2002
BNI April 2015 - Present
New York Life Insurance Company June 2011 - Present
JP Morgan Chase February 2011 - May 2011
JP Morgan Chase February 2007 - February 2011
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Employee Benefits, Retirement Planning, Individual Pension Plans, Retirement, Series 7, Series 6, Long Term Care Insurance, IRAs, 401k Rollovers, Customer Experience, Disability Insurance, Series 63, Customer Service, Insurance, Series 24, Sales
Education
Morehead State University 2002 — 2004
BA, Business Administration
Thomas More College 2000 — 2002
Milton E Brown, Jr MBA Milton E Brown, Jr MBA's New York Life Insurance Company Experience February 2009 - April 2010
Job Managing Principal
Industry Financial Services
Experience
Blake & Brown Financial Group July 2007 - Present
Rich Dad Education 2013 - 2013
New York Life Insurance Company February 2009 - April 2010
Equal Access Advisors, Inc March 2003 - July 2007
Skills
Financial Planning, Retirement Planning, Insurance, Public Speaking, Annuities, Wealth, Retirement, Financial Analysis, Wealth Management, Estate Planning, Financial Advisory, Financial Services, Financial Education, Leadership, Management, Small Business, Strategic Financial..., Team Building, Fixed Annuities, Long-term Care, Strategic Planning
Education
Wright Leadership Institute 2009 — 2010
Personal Development, Personal Developement
Saint Xavier University 2004 — 2005
MBA, Financial Planning
National-Louis University 2000 — 2002
Bachelors of Art, Applied Behavioral Science
Blake & Brown Financial Group July 2007 - Present
Rich Dad Education 2013 - 2013
New York Life Insurance Company February 2009 - April 2010
Equal Access Advisors, Inc March 2003 - July 2007
Skills
Financial Planning, Retirement Planning, Insurance, Public Speaking, Annuities, Wealth, Retirement, Financial Analysis, Wealth Management, Estate Planning, Financial Advisory, Financial Services, Financial Education, Leadership, Management, Small Business, Strategic Financial..., Team Building, Fixed Annuities, Long-term Care, Strategic Planning
Education
Wright Leadership Institute 2009 — 2010
Personal Development, Personal Developement
Saint Xavier University 2004 — 2005
MBA, Financial Planning
National-Louis University 2000 — 2002
Bachelors of Art, Applied Behavioral Science
Keith Swanson Keith Swanson's New York Life Insurance Company Experience January 2012 - June 2013
Job Account Executive
Industry Business Supplies and Equipment
Experience
Atlantic Tomorrow's Office July 2015 - Present
ADP August 2013 - April 2015
New York Life Insurance Company January 2012 - June 2013
Cedar Lane Farms January 2010 - March 2012
Tiger Wrestling Club January 2010 - February 2012
Muhlenberg Polling Institute, Institute of Public Opinion 2010 - 2011
Newton Country Club April 2007 - May 2010
Skills
Microsoft Office, Excel, Word, Strategic Planning, PowerPoint, Problem Solving, Budgeting, Research, Project Management, Microsoft Excel, Data Entry, Microsoft Word, Event Planning, Marketing, Analysis, Budgets, Fundraising, Social Media, Coaching, Outlook, Leadership, Social Networking, Public Speaking, Sales, Communication, Management, Customer Service, Facebook, Time Management, Social Media Marketing, Event Management
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts, History and Government
Hackettstown High School 2003 — 2007
Atlantic Tomorrow's Office July 2015 - Present
ADP August 2013 - April 2015
New York Life Insurance Company January 2012 - June 2013
Cedar Lane Farms January 2010 - March 2012
Tiger Wrestling Club January 2010 - February 2012
Muhlenberg Polling Institute, Institute of Public Opinion 2010 - 2011
Newton Country Club April 2007 - May 2010
Skills
Microsoft Office, Excel, Word, Strategic Planning, PowerPoint, Problem Solving, Budgeting, Research, Project Management, Microsoft Excel, Data Entry, Microsoft Word, Event Planning, Marketing, Analysis, Budgets, Fundraising, Social Media, Coaching, Outlook, Leadership, Social Networking, Public Speaking, Sales, Communication, Management, Customer Service, Facebook, Time Management, Social Media Marketing, Event Management
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts, History and Government
Hackettstown High School 2003 — 2007
David Bryan's New York Life Insurance Company Experience December 2009 - July 2014
Job Owner, Bryan Consulting
Industry Financial Services
Experience
Bryan Consulting July 2014 - Present
New York Life Insurance Company December 2009 - July 2014
Skills
Retirement Planning, Student Financial Aid, Investments, Tax Free College..., Wealth, Financial Planners, Estate Planning, Life Insurance, Employee Benefits, Variable Annuities, Banking, Series 7, Mortgage Lending, Business Planning, Finance, Strategic Financial..., Mergers & Acquisitions, Small Business, Mutual Funds, Wealth Management, Retirement, Securities, Fixed Annuities, Tax, Insurance, Financial Services, Disability Insurance, Asset Management, Series 63, 401k, Long-term Care, Portfolio Management, Financial Advisory, Investment Strategies, Term Life Insurance, Financial Analysis, Health Insurance, Asset Allocation, Credit, Relationship Management, Alternative Investments, Fixed Income, Financial Modeling, Loans, Equities, Financial Planning
Education
Morehouse College 1994 — 1998
BA, Business Administration/Marketing
Bryan Consulting July 2014 - Present
New York Life Insurance Company December 2009 - July 2014
Skills
Retirement Planning, Student Financial Aid, Investments, Tax Free College..., Wealth, Financial Planners, Estate Planning, Life Insurance, Employee Benefits, Variable Annuities, Banking, Series 7, Mortgage Lending, Business Planning, Finance, Strategic Financial..., Mergers & Acquisitions, Small Business, Mutual Funds, Wealth Management, Retirement, Securities, Fixed Annuities, Tax, Insurance, Financial Services, Disability Insurance, Asset Management, Series 63, 401k, Long-term Care, Portfolio Management, Financial Advisory, Investment Strategies, Term Life Insurance, Financial Analysis, Health Insurance, Asset Allocation, Credit, Relationship Management, Alternative Investments, Fixed Income, Financial Modeling, Loans, Equities, Financial Planning
Education
Morehouse College 1994 — 1998
BA, Business Administration/Marketing
Alexey Chaika Alexey Chaika's New York Life Insurance Company Experience March 2012 - April 2015
Job Experienced IT Professional
Industry Telecommunications
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company March 2012 - April 2015
Hewlett-Packard December 2011 - March 2012
Insycom July 2010 - December 2011
ECALL October 2008 - July 2010
ECALL June 2007 - July 2008
Cybernetic Systems April 2005 - June 2007
MediaLight November 2003 - April 2005
Video International Kiev October 2002 - November 2003
Skills
Active Directory, DNS, DHCP, RAS, Deployment, Windows Server, Group Policy, Windows Server 2003, VMware, Network Design, Windows Server 2008, Network Administration, Servers, Hyper-V, VPN, WSUS, Antivirus, Firewalls, ISA Server, Network Engineering, Network Operations, Patch Management, Windows 7, Network Architecture, LAN/WAN, MS Exchange, TMG, ITIL, Cisco Technologies, Network Security, Information Security..., Switches, VMware ESX, System Administration, Virtualization, System Deployment, Microsoft Exchange, Computer Network..., LAN-WAN, Routing, IIS, Security, Unix, IT Service Management, Cluster, Disaster Recovery, VMware Infrastructure, Microsoft SQL Server, Hardware, Networking
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2002
Higher, Information Technologies
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company March 2012 - April 2015
Hewlett-Packard December 2011 - March 2012
Insycom July 2010 - December 2011
ECALL October 2008 - July 2010
ECALL June 2007 - July 2008
Cybernetic Systems April 2005 - June 2007
MediaLight November 2003 - April 2005
Video International Kiev October 2002 - November 2003
Skills
Active Directory, DNS, DHCP, RAS, Deployment, Windows Server, Group Policy, Windows Server 2003, VMware, Network Design, Windows Server 2008, Network Administration, Servers, Hyper-V, VPN, WSUS, Antivirus, Firewalls, ISA Server, Network Engineering, Network Operations, Patch Management, Windows 7, Network Architecture, LAN/WAN, MS Exchange, TMG, ITIL, Cisco Technologies, Network Security, Information Security..., Switches, VMware ESX, System Administration, Virtualization, System Deployment, Microsoft Exchange, Computer Network..., LAN-WAN, Routing, IIS, Security, Unix, IT Service Management, Cluster, Disaster Recovery, VMware Infrastructure, Microsoft SQL Server, Hardware, Networking
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2002
Higher, Information Technologies
John Lehman John Lehman's New York Life Insurance Company Experience April 2004 - November 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
New York Life Insurance Company April 2004 - November 2012
Wachovia Securities Financial Network March 2001 - April 2004
SJS Investment Consulting, Inc. January 2000 - March 2001
Nationwide Insurance July 1997 - January 2000
Skills
Life Insurance, Financial Advisory
Education
Muskingum College 1993 — 1997
B.A., Business Major, Accounting Minor
Orange High School 1990 — 1993
TIAA-CREF December 2012 - Present
New York Life Insurance Company April 2004 - November 2012
Wachovia Securities Financial Network March 2001 - April 2004
SJS Investment Consulting, Inc. January 2000 - March 2001
Nationwide Insurance July 1997 - January 2000
Skills
Life Insurance, Financial Advisory
Education
Muskingum College 1993 — 1997
B.A., Business Major, Accounting Minor
Orange High School 1990 — 1993
George Seide George Seide's New York Life Insurance Company Experience December 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company December 2010 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Estate Planning, Fixed Annuities, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-generational..., Mutual Funds, Permanent Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Risk Management, Supplement to Employee..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Whole Life Insurance
Education
Nassau Community College 1992 — 1997
Associate's degree, Finance and Financial Management Services
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company December 2010 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Estate Planning, Fixed Annuities, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-generational..., Mutual Funds, Permanent Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Risk Management, Supplement to Employee..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Whole Life Insurance
Education
Nassau Community College 1992 — 1997
Associate's degree, Finance and Financial Management Services
Billy Martin Billy Martin's New York Life Insurance Company Experience June 2012 - May 2014
Job Account Manager & Machine Reliability Specialist
Industry Machinery
Experience
C-FAB LLC April 2015 - Present
University of Iowa, Pomerantz Career Center May 2014 - April 2015
New York Life Insurance Company June 2012 - May 2014
American Benefit, LTD August 2004 - June 2012
Skills
Building Relationships, Sales, Leadership, Team Building, Training, Management, Insurance, Health Insurance, Recruiting, Life Insurance, Selling, Career Counseling, Community Outreach, Customer Service
Education
Mount Mercy College
Bachelor of Arts (B.A.), Business Management, Cum Laude
University of Northern Iowa
C-FAB LLC April 2015 - Present
University of Iowa, Pomerantz Career Center May 2014 - April 2015
New York Life Insurance Company June 2012 - May 2014
American Benefit, LTD August 2004 - June 2012
Skills
Building Relationships, Sales, Leadership, Team Building, Training, Management, Insurance, Health Insurance, Recruiting, Life Insurance, Selling, Career Counseling, Community Outreach, Customer Service
Education
Mount Mercy College
Bachelor of Arts (B.A.), Business Management, Cum Laude
University of Northern Iowa
Jason McKesson Jason McKesson's New York Life Insurance Company Experience February 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
City of Los Angeles July 2011 - Present
Skills
Annuity Sales, Retirement Planning, Legacy Planning, Asset Protection, Building Relationships, Networking, Personal Finance, Life Insurance, Grandchild Gifting, Gifting Strategies, Permanent Life Insurance, Sales, Seminar Marketing, Small Business, Key Business Insurance, Protection Planning/..., Workshop Facilitation
Education
Morehouse College 2007 — 2011
Bachelor of Arts (B.A.), Major in Finance, Minor in Economics
Loyola High School
New York Life Insurance Company February 2014 - Present
City of Los Angeles July 2011 - Present
Skills
Annuity Sales, Retirement Planning, Legacy Planning, Asset Protection, Building Relationships, Networking, Personal Finance, Life Insurance, Grandchild Gifting, Gifting Strategies, Permanent Life Insurance, Sales, Seminar Marketing, Small Business, Key Business Insurance, Protection Planning/..., Workshop Facilitation
Education
Morehouse College 2007 — 2011
Bachelor of Arts (B.A.), Major in Finance, Minor in Economics
Loyola High School
Brodie Main's New York Life Insurance Company Experience October 2014 - Present
Job Human Resources Business Partner at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2012 - Present
Needham & Company October 2011 - November 2012
Muhlenberg College January 2011 - May 2011
Bonnie Brae June 2010 - August 2010
Greystone Park Psychiatric Hospital June 2009 - August 2010
Education
Muhlenberg College 2007 — 2011
Bachelor's, Psychology
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2012 - Present
Needham & Company October 2011 - November 2012
Muhlenberg College January 2011 - May 2011
Bonnie Brae June 2010 - August 2010
Greystone Park Psychiatric Hospital June 2009 - August 2010
Education
Muhlenberg College 2007 — 2011
Bachelor's, Psychology
Charles Manne, MSF Charles Manne, MSF's New York Life Insurance Company Experience May 2009 - April 2014
Job Principal Agent at Nationwide
Industry Financial Services
Experience
Nationwide Insurance August 2014 - Present
City of Tracy December 2012 - December 2014
New York Life Insurance Company May 2009 - April 2014
City of Tracy May 2009 - January 2013
American Honda Finance Corporation June 2004 - May 2009
Ford Motor Credit Company June 2000 - June 2004
Skills
Retirement Planning, Mutual Funds, Long-term Care, Life Insurance, Portfolio Management, Fixed Annuities, Finance, Estate Planning, Financial Services, Buy-sell Agreements, Small Business, 401k Rollovers, Management, Term Life Insurance, Budgets, Underwriting, Financial Analysis, Securities, 401k, Wealth, Series 6
Education
National University 2009 — 2011
Masters of Science in Finance, Corporate and International Finance
Nationwide Insurance August 2014 - Present
City of Tracy December 2012 - December 2014
New York Life Insurance Company May 2009 - April 2014
City of Tracy May 2009 - January 2013
American Honda Finance Corporation June 2004 - May 2009
Ford Motor Credit Company June 2000 - June 2004
Skills
Retirement Planning, Mutual Funds, Long-term Care, Life Insurance, Portfolio Management, Fixed Annuities, Finance, Estate Planning, Financial Services, Buy-sell Agreements, Small Business, 401k Rollovers, Management, Term Life Insurance, Budgets, Underwriting, Financial Analysis, Securities, 401k, Wealth, Series 6
Education
National University 2009 — 2011
Masters of Science in Finance, Corporate and International Finance
John Cipriano Jr John Cipriano Jr's New York Life Insurance Company Experience 2004 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2004 - Present
Skills
Financial Planners, Insurance, Retirement, Health Insurance, Retirement Planning, Disability Insurance, Term Life Insurance, Investments, Life Insurance, Strategic Financial..., Wealth Accumulation, Series 6, Financial Services, Wealth Management, Mutual Funds, Securities, Fixed Annuities, Small Business, Mortgage Lending, Employee Benefits, Financial Planning
Education
Nassau Community College 1985 — 1988
New York Life Insurance Company 2004 - Present
Skills
Financial Planners, Insurance, Retirement, Health Insurance, Retirement Planning, Disability Insurance, Term Life Insurance, Investments, Life Insurance, Strategic Financial..., Wealth Accumulation, Series 6, Financial Services, Wealth Management, Mutual Funds, Securities, Fixed Annuities, Small Business, Mortgage Lending, Employee Benefits, Financial Planning
Education
Nassau Community College 1985 — 1988
Joseph LaMura Joseph LaMura's New York Life Insurance Company Experience December 2009 - Present
Job Financial Services Professional at NYLife Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2009 - Present
NYLife Securities, LLC July 2009 - Present
Skills
Derivatives, Operational Risk, Finance, Insurance, Mutual Funds, Investments, FINRA, Financial Services, IRAs, Equities, Securities, Capital Markets, Retirement, Asset Management, Securitization, Trading Systems, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Bonds, Fixed Income, Electronic Trading, Analysis, Back Office, Portfolio Management, Accounting, Retirement Planning, Microsoft Excel, Business Analysis, Loans, Bloomberg, Credit, Sales, Venture Capital, Financial Analysis, Asset Managment, Real Estate, Marketing, Series 7, Customer Service, Alternative Investments, Fixed Annuities, Financial Reporting, Valuation, Series 63, Strategic Financial..., Mergers & Acquisitions, Private Equity, Trading
Education
Nassau Community College
New York Life Insurance Company December 2009 - Present
NYLife Securities, LLC July 2009 - Present
Skills
Derivatives, Operational Risk, Finance, Insurance, Mutual Funds, Investments, FINRA, Financial Services, IRAs, Equities, Securities, Capital Markets, Retirement, Asset Management, Securitization, Trading Systems, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Bonds, Fixed Income, Electronic Trading, Analysis, Back Office, Portfolio Management, Accounting, Retirement Planning, Microsoft Excel, Business Analysis, Loans, Bloomberg, Credit, Sales, Venture Capital, Financial Analysis, Asset Managment, Real Estate, Marketing, Series 7, Customer Service, Alternative Investments, Fixed Annuities, Financial Reporting, Valuation, Series 63, Strategic Financial..., Mergers & Acquisitions, Private Equity, Trading
Education
Nassau Community College
Peter Kostrobala's New York Life Insurance Company Experience June 1981 - April 1998
Job Not Engaged
Industry Information Technology and Services
Experience
Desert AIDS Project May 2012 - January 2014
Desert AIDS Project August 2010 - January 2014
K4 Innovations LLC November 2007 - June 2008
SK Associates LLP July 1999 - November 2007
Capgemini US LLC November 1999 - February 2006
Capgemini 1999 - 2006
Capgemini (Ernst & Young) 1999 - 2006
Ernst & Young LLP / Capgemini LLC 1999 - 2006
Platinum Technology Solutions April 1998 - April 1999
New York Life Insurance Company June 1981 - April 1998
Skills
IT Operations, ITIL, Project Management, IT Strategy, Enterprise Architecture, IT Management, VoIP, Active Directory, WDS, Solution Architecture, Disaster Recovery, Strategy, Consulting, Information Technology, Outsourcing, IT Service Management, Vendor Management, SharePoint, Project Portfolio..., Data Center, Program Management, Integration, Governance, Virtualization, IT Outsourcing, Service Management, Infrastructure, IT Transformation
Education
Muhlenberg College 1987 — 1996
BA
Desert AIDS Project May 2012 - January 2014
Desert AIDS Project August 2010 - January 2014
K4 Innovations LLC November 2007 - June 2008
SK Associates LLP July 1999 - November 2007
Capgemini US LLC November 1999 - February 2006
Capgemini 1999 - 2006
Capgemini (Ernst & Young) 1999 - 2006
Ernst & Young LLP / Capgemini LLC 1999 - 2006
Platinum Technology Solutions April 1998 - April 1999
New York Life Insurance Company June 1981 - April 1998
Skills
IT Operations, ITIL, Project Management, IT Strategy, Enterprise Architecture, IT Management, VoIP, Active Directory, WDS, Solution Architecture, Disaster Recovery, Strategy, Consulting, Information Technology, Outsourcing, IT Service Management, Vendor Management, SharePoint, Project Portfolio..., Data Center, Program Management, Integration, Governance, Virtualization, IT Outsourcing, Service Management, Infrastructure, IT Transformation
Education
Muhlenberg College 1987 — 1996
BA
Preston Tornell Preston Tornell's New York Life Insurance Company Experience September 2014 - Present
Job Agent at New York Life Insurance Company helping to protect families and business in the quadstate area.
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
Skills
Management, Healthcare, Small Business, Life Insurance, Long-term Care, Annuity Sales, Marketing, Rehabilitation, Sales, Start-ups, Wellness
Education
Palmer College of Chiropractic 1996 — 2000
Doctorate, Chiropractic Health Services
Morningside College
Mount Marty College
North High School Sioux City, IA
North High School Sioux City, IA
North High School Sioux City, IA
North High School Sioux City, IA
Palmer College of Chiropractic
Doctor of Chiropractic; Bachelor of Science
The University of South Dakota
New York Life Insurance Company September 2014 - Present
Skills
Management, Healthcare, Small Business, Life Insurance, Long-term Care, Annuity Sales, Marketing, Rehabilitation, Sales, Start-ups, Wellness
Education
Palmer College of Chiropractic 1996 — 2000
Doctorate, Chiropractic Health Services
Morningside College
Mount Marty College
North High School Sioux City, IA
North High School Sioux City, IA
North High School Sioux City, IA
North High School Sioux City, IA
Palmer College of Chiropractic
Doctor of Chiropractic; Bachelor of Science
The University of South Dakota
Kenneth Mitchelll's New York Life Insurance Company Experience April 2013 - Present
Job Senior Associate
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2013 - Present
Internal Revenue Service September 2010 - April 2013
Friedman Williams September 2009 - September 2010
Anthem, Inc. September 2004 - February 2009
Genesys July 2000 - August 2001
NICE Systems November 1998 - July 2000
Verint November 1997 - October 1998
Skills
Vendor Management, Telecommunications, Leadership, ITIL, Windows Server, IT Solutions, Virtualization, Integration, IT Operations, Operating Systems, Help Desk Support, SDLC, Sales, Negotiation, Security, SharePoint, VMware, Active Directory, Cisco Technologies, Disaster Recovery, IT Service Management, Troubleshooting, System Administration, Project Management, Customer Service, Networking, Windows, Training, Microsoft Office
Education
DeVry University-Georgia 1990 — 1992
Associate of Science (A.S.), Electrical and Electronics Engineering
University of Maryland University College 1988 — 1989
Computer Science
Morris Brown College
New York Life Insurance Company April 2013 - Present
Internal Revenue Service September 2010 - April 2013
Friedman Williams September 2009 - September 2010
Anthem, Inc. September 2004 - February 2009
Genesys July 2000 - August 2001
NICE Systems November 1998 - July 2000
Verint November 1997 - October 1998
Skills
Vendor Management, Telecommunications, Leadership, ITIL, Windows Server, IT Solutions, Virtualization, Integration, IT Operations, Operating Systems, Help Desk Support, SDLC, Sales, Negotiation, Security, SharePoint, VMware, Active Directory, Cisco Technologies, Disaster Recovery, IT Service Management, Troubleshooting, System Administration, Project Management, Customer Service, Networking, Windows, Training, Microsoft Office
Education
DeVry University-Georgia 1990 — 1992
Associate of Science (A.S.), Electrical and Electronics Engineering
University of Maryland University College 1988 — 1989
Computer Science
Morris Brown College
Marvin Ridenour Marvin Ridenour's New York Life Insurance Company Experience 1987 - 1989
Job Owner / CEO at Heritage Financial Inc
Industry Insurance
Experience
Heritage Financial Inc 1989 - Present
New York Life Insurance Company 1987 - 1989
Mutual of Omaha 1981 - 1987
Pennsylvania Life 1979 - 1981
Skills
Certified Senior..., Insurance Background, Insurance Brokerage, chairman's counsel..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Long-term Care, Fixed Annuities, Selling, IRAs, Insurance
Education
Modesto College 1967 — 1971
Associate's degree, Business/Commerce, General, 3.8 GPA
Multnomah Bible College 1963 — 1965
Bible/Biblical Studies, 40.0 GPA
Heritage Financial Inc 1989 - Present
New York Life Insurance Company 1987 - 1989
Mutual of Omaha 1981 - 1987
Pennsylvania Life 1979 - 1981
Skills
Certified Senior..., Insurance Background, Insurance Brokerage, chairman's counsel..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Long-term Care, Fixed Annuities, Selling, IRAs, Insurance
Education
Modesto College 1967 — 1971
Associate's degree, Business/Commerce, General, 3.8 GPA
Multnomah Bible College 1963 — 1965
Bible/Biblical Studies, 40.0 GPA
Thomas Konkle, MBA, PMP's New York Life Insurance Company Experience June 2013 - November 2013
Job Strategy & Global Operation Professional
Industry Logistics and Supply Chain
Experience
Insight March 2014 - June 2014
New York Life Insurance Company June 2013 - November 2013
US Coast Guard Surface Foces Logistics Command October 2009 - March 2013
US Coast Guard Maintenance & Logistics Command, Pacific July 2008 - September 2009
US Coast Guard Pacific Area Operations June 2003 - July 2008
Coast Guard Pacific Area June 2001 - May 2003
USCGC MELLON July 2000 - May 2001
Afloat Training Group, Pacific June 1997 - May 2000
USCGC MORGENTHAU March 1994 - May 1997
USCG MK 92 Fire Control March 1993 - February 1994
Skills
Homeland Security, Command, Program Management, Security Clearance, Counterterrorism, Navy, Operational Planning, Leadership, Military Operations, Military Experience, Force Protection, Training, National Security, Organizational..., Contingency Planning, Intelligence, Defense, Maritime Security, Emergency Management, Government, Logistics, Security, Interagency Coordination, Tactics, Information Assurance, Management, Intelligence Analysis, Tactical Planning, Exercises, Strategic Planning, Enforcement, Crisis Management, Physical Security, Military Liaison, Risk Assessment, Government Contracting, Special Operations, Disaster Response, Human Resources, Team Building, Counterinsurgency, Combat, Hazardous Materials, Top Secret, Maritime Operations, Maritime Law Enforcement, Military, Weapons, Law Enforcement
Education
UC Davis Graduate School of Management 2007 — 2010
Master of Business Administration (M.B.A.), Marketting & Strategic Operations, 3.41
Peralta Community College District 2005 — 2010
Business Administration and Management, General
CSU East Bay 2001 — 2004
Bachelor's Degree, History, 3.33
San Diego City College 1997 — 2000
Associate's Degree, History, 3.54
National University 1987 — 1988
Associate's Degree, Selected Studies, 3.41
Insight March 2014 - June 2014
New York Life Insurance Company June 2013 - November 2013
US Coast Guard Surface Foces Logistics Command October 2009 - March 2013
US Coast Guard Maintenance & Logistics Command, Pacific July 2008 - September 2009
US Coast Guard Pacific Area Operations June 2003 - July 2008
Coast Guard Pacific Area June 2001 - May 2003
USCGC MELLON July 2000 - May 2001
Afloat Training Group, Pacific June 1997 - May 2000
USCGC MORGENTHAU March 1994 - May 1997
USCG MK 92 Fire Control March 1993 - February 1994
Skills
Homeland Security, Command, Program Management, Security Clearance, Counterterrorism, Navy, Operational Planning, Leadership, Military Operations, Military Experience, Force Protection, Training, National Security, Organizational..., Contingency Planning, Intelligence, Defense, Maritime Security, Emergency Management, Government, Logistics, Security, Interagency Coordination, Tactics, Information Assurance, Management, Intelligence Analysis, Tactical Planning, Exercises, Strategic Planning, Enforcement, Crisis Management, Physical Security, Military Liaison, Risk Assessment, Government Contracting, Special Operations, Disaster Response, Human Resources, Team Building, Counterinsurgency, Combat, Hazardous Materials, Top Secret, Maritime Operations, Maritime Law Enforcement, Military, Weapons, Law Enforcement
Education
UC Davis Graduate School of Management 2007 — 2010
Master of Business Administration (M.B.A.), Marketting & Strategic Operations, 3.41
Peralta Community College District 2005 — 2010
Business Administration and Management, General
CSU East Bay 2001 — 2004
Bachelor's Degree, History, 3.33
San Diego City College 1997 — 2000
Associate's Degree, History, 3.54
National University 1987 — 1988
Associate's Degree, Selected Studies, 3.41
James Gross James Gross's New York Life Insurance Company Experience June 2004 - August 2010
Job .
Industry Research
Experience
Melville Chamber of Commerce 2008 - 2012
New York Life Insurance Company June 2004 - August 2010
American Heart Association 2006 - 2010
James M. Gross Associates September 1976 - June 2006
Skills
Customer Relations, Problem Solving, Research, Public Speaking, Marketing, Sales, Business Networking, Management, Strategic Planning, New Business Development, Small Business, Fundraising, Coaching, Budgets, Team Building, Marketing Strategy, Insurance, Business Planning, Strategic Financial..., Sales Management, Team Leadership, Social Networking, Business Development, Microsoft Excel, Customer Service, Networking, Account Management, Start-ups, Leadership, Selling, Entrepreneurship, Investments, Training, Cold Calling, Analysis, Contract Negotiation, Teamwork, Leadership Development, Strategy, Negotiation, Social Media Marketing, Recruiting, Integrated Marketing, Project Planning, Marketing Communications, Event Planning, Social Media, Business Strategy, Public Relations
Education
University at Buffalo 1974 — 1976
Bachelor of Arts, Biology
Nassau Community College
Associates, Science Biology
Melville Chamber of Commerce 2008 - 2012
New York Life Insurance Company June 2004 - August 2010
American Heart Association 2006 - 2010
James M. Gross Associates September 1976 - June 2006
Skills
Customer Relations, Problem Solving, Research, Public Speaking, Marketing, Sales, Business Networking, Management, Strategic Planning, New Business Development, Small Business, Fundraising, Coaching, Budgets, Team Building, Marketing Strategy, Insurance, Business Planning, Strategic Financial..., Sales Management, Team Leadership, Social Networking, Business Development, Microsoft Excel, Customer Service, Networking, Account Management, Start-ups, Leadership, Selling, Entrepreneurship, Investments, Training, Cold Calling, Analysis, Contract Negotiation, Teamwork, Leadership Development, Strategy, Negotiation, Social Media Marketing, Recruiting, Integrated Marketing, Project Planning, Marketing Communications, Event Planning, Social Media, Business Strategy, Public Relations
Education
University at Buffalo 1974 — 1976
Bachelor of Arts, Biology
Nassau Community College
Associates, Science Biology
Carolyn Harding Carolyn Harding's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Big Band and Tap Preservation Society 2013 - Present
"Memories" March 2009 - September 2014
Carolyn Harding Music May 2000 - May 2013
Peter Greco Orchestra 1997 - 2000
Skills
Entertainment, Music, Music Industry, Singing, Music Production, 401k Rollovers, Education Funding..., Business Insurance..., Life Insurance..., Lifetime Income..., Long Term Care Insurance, Employee Benefits, Multi-generational...
Education
Nassau Community College 1994 — 1995
Music, Business
New York Academy of Theatrical Arts 1981 — 1983
Associate of Arts (A.A.), Acting
New York Life Insurance Company June 2015 - Present
Big Band and Tap Preservation Society 2013 - Present
"Memories" March 2009 - September 2014
Carolyn Harding Music May 2000 - May 2013
Peter Greco Orchestra 1997 - 2000
Skills
Entertainment, Music, Music Industry, Singing, Music Production, 401k Rollovers, Education Funding..., Business Insurance..., Life Insurance..., Lifetime Income..., Long Term Care Insurance, Employee Benefits, Multi-generational...
Education
Nassau Community College 1994 — 1995
Music, Business
New York Academy of Theatrical Arts 1981 — 1983
Associate of Arts (A.A.), Acting
Eric Guzzo Eric Guzzo's New York Life Insurance Company Experience September 2015 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company November 2011 - Present
Grober-Imbey Agency June 2008 - November 2011
Lighthouse Insurance June 2000 - June 2008
Skills
Insurance, Retirement Planning, Retirement, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Estate Planning, Annuities, Insurance Planning, Financial Planning, Buy-sell Agreements, Asset Protection, Long Term Care Insurance, Annuity Sales
Education
State University of New York College at Old Westbury 2000 — 2002
Business Administration and Management, General
Nassau Community College 1996 — 1999
Associates, Business Admin
New York Life Insurance Company September 2015 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company November 2011 - Present
Grober-Imbey Agency June 2008 - November 2011
Lighthouse Insurance June 2000 - June 2008
Skills
Insurance, Retirement Planning, Retirement, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Estate Planning, Annuities, Insurance Planning, Financial Planning, Buy-sell Agreements, Asset Protection, Long Term Care Insurance, Annuity Sales
Education
State University of New York College at Old Westbury 2000 — 2002
Business Administration and Management, General
Nassau Community College 1996 — 1999
Associates, Business Admin
Sara Beitman's New York Life Insurance Company Experience October 2012 - Present
Job Digital Marketing Associate
Industry Marketing and Advertising
Experience
New York Life Insurance Company October 2012 - Present
Hub Realty Associates, LLC January 2011 - October 2012
Bon Appetit September 2011 - December 2011
Anthony Logistics For Men June 2011 - August 2011
MTV Networks September 2010 - December 2010
The Muhlenberg Weekly September 2009 - May 2010
Golf Digest June 2009 - August 2009
JESNA June 2007 - August 2007
Skills
Marketing, Search Advertising, Web Analytics, Social Media, InDesign, Photoshop, Drawing, Microsoft Office, Graphic Design, HTML 5, CSS, Editing, SEM, Digital Media, Digital Marketing
Education
New York University 2010 — 2012
Master of Arts, Graphic Communications Management & Technology, 3.72
Muhlenberg College 2006 — 2010
Bachelor of Arts, Major: Media & Communication, Minor: Art
New York Life Insurance Company October 2012 - Present
Hub Realty Associates, LLC January 2011 - October 2012
Bon Appetit September 2011 - December 2011
Anthony Logistics For Men June 2011 - August 2011
MTV Networks September 2010 - December 2010
The Muhlenberg Weekly September 2009 - May 2010
Golf Digest June 2009 - August 2009
JESNA June 2007 - August 2007
Skills
Marketing, Search Advertising, Web Analytics, Social Media, InDesign, Photoshop, Drawing, Microsoft Office, Graphic Design, HTML 5, CSS, Editing, SEM, Digital Media, Digital Marketing
Education
New York University 2010 — 2012
Master of Arts, Graphic Communications Management & Technology, 3.72
Muhlenberg College 2006 — 2010
Bachelor of Arts, Major: Media & Communication, Minor: Art
Christopher Manring's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Market America March 2012 - August 2014
Phoenix Communications, Inc. January 2005 - August 2014
Boat July 2013 - May 2014
Skills
Leadership, Networking, Customer Service, Account Management, Marketing, Team Leadership, Start-ups, New Business Development, Project Management, Management, Troubleshooting, Training, Sales, Asset Protection, Annuity Sales, Lifetime Income..., Life Insurance..., Business Insurance..., LGBT Planning, Multi-generational..., Grandchild Gifting, Financial Services
Education
Wachusett Regional High School 1998 — 2002
Mount Wachusett Community College
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Market America March 2012 - August 2014
Phoenix Communications, Inc. January 2005 - August 2014
Boat July 2013 - May 2014
Skills
Leadership, Networking, Customer Service, Account Management, Marketing, Team Leadership, Start-ups, New Business Development, Project Management, Management, Troubleshooting, Training, Sales, Asset Protection, Annuity Sales, Lifetime Income..., Life Insurance..., Business Insurance..., LGBT Planning, Multi-generational..., Grandchild Gifting, Financial Services
Education
Wachusett Regional High School 1998 — 2002
Mount Wachusett Community College
Dominic Rafetto Dominic Rafetto's New York Life Insurance Company Experience August 2014 - Present
Job Agency Standards Consultant
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2012 - Present
Wechsler Marsico Associates September 2011 - May 2012
Skills
Investments, Estate Planning, Tax-advantaged..., Business Planning, Life Insurance, Fixed Annuities, Retirement Planning, Variable Annuities, 401k Rollovers, Employee Benefits, Series 7, Series 63, Insurance, IRAs, 401k, Asset Allocation, College Savings Plans, Long Term Care Insurance, Roth IRA, 529 Plans, Qualified Retirement..., Whole Life, Term Life Insurance
Education
Moravian College 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Allentown Central Catholic HS 2004 — 2007
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2012 - Present
Wechsler Marsico Associates September 2011 - May 2012
Skills
Investments, Estate Planning, Tax-advantaged..., Business Planning, Life Insurance, Fixed Annuities, Retirement Planning, Variable Annuities, 401k Rollovers, Employee Benefits, Series 7, Series 63, Insurance, IRAs, 401k, Asset Allocation, College Savings Plans, Long Term Care Insurance, Roth IRA, 529 Plans, Qualified Retirement..., Whole Life, Term Life Insurance
Education
Moravian College 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Allentown Central Catholic HS 2004 — 2007
Amanda Santoro Amanda Santoro's New York Life Insurance Company Experience May 2012 - August 2012
Job Web Specialist at Canon USA, Inc.
Industry Information Technology and Services
Experience
Canon USA July 2015 - Present
New York Life Insurance Company May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Microsoft Word, PowerPoint, HTML, CSS, Photoshop, Microsoft SQL Server, Spreadsheets, Time Management, Access, Customer Service, Research, Analysis, Teamwork, Social Media
Education
Mount Saint Mary College 2011 — 2015
Bachelor of Arts (B.A.), Information Technology
Canon USA July 2015 - Present
New York Life Insurance Company May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Microsoft Word, PowerPoint, HTML, CSS, Photoshop, Microsoft SQL Server, Spreadsheets, Time Management, Access, Customer Service, Research, Analysis, Teamwork, Social Media
Education
Mount Saint Mary College 2011 — 2015
Bachelor of Arts (B.A.), Information Technology
Sharon Arena's New York Life Insurance Company Experience July 2010 - November 2014
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management September 2015 - Present
Fairfield Network of Executive Women June 2015 - Present
The Bernier Insurance Agency, LLC - Allstate Insurance Company November 2014 - August 2015
New York Life Insurance Company July 2010 - November 2014
European Wax Center September 2007 - July 2010
Skills
Life Insurance, Operations Management, Sales & Marketing, Sales, Management, Small Business, International Relations, Sales Management, Leadership, Training, Fixed Annuities, Marketing, Team Building, Strategic Planning, Strategy, Public Relations, Marketing Strategy, Finance, Social Media Marketing, Customer Service, Sales Prospecting, Customer Relations, Investments, Public Speaking, Microsoft Word, Microsoft Office, Insurance, PowerPoint, Commercial Insurance, Time Management, Recruiting, Health Insurance, Social Media, Event Planning, Social Networking, Retail, Retirement Planning
Education
Thomas Edison State College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing
Nuclear Medical Technology/Technologist
Merrill Lynch Wealth Management September 2015 - Present
Fairfield Network of Executive Women June 2015 - Present
The Bernier Insurance Agency, LLC - Allstate Insurance Company November 2014 - August 2015
New York Life Insurance Company July 2010 - November 2014
European Wax Center September 2007 - July 2010
Skills
Life Insurance, Operations Management, Sales & Marketing, Sales, Management, Small Business, International Relations, Sales Management, Leadership, Training, Fixed Annuities, Marketing, Team Building, Strategic Planning, Strategy, Public Relations, Marketing Strategy, Finance, Social Media Marketing, Customer Service, Sales Prospecting, Customer Relations, Investments, Public Speaking, Microsoft Word, Microsoft Office, Insurance, PowerPoint, Commercial Insurance, Time Management, Recruiting, Health Insurance, Social Media, Event Planning, Social Networking, Retail, Retirement Planning
Education
Thomas Edison State College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing
Nuclear Medical Technology/Technologist
Brian O'Malley's New York Life Insurance Company Experience October 2014 - August 2015
Job looking for new opportunities
Industry Insurance
Experience
New York Life Insurance Company October 2014 - August 2015
Viridian Energy January 2013 - December 2014
Luv my pet April 2014 - November 2014
Liturgical Publications Inc July 2013 - March 2014
Sears Holdings Corporation October 2007 - August 2013
Massachusetts Republican Party March 2012 - November 2012
Keller Williams Realty October 2010 - July 2011
Flash Logistics October 2001 - December 2006
Sterling Staffing August 2005 - November 2005
Allied-Barton 1998 - 2000
Skills
Sales, Microsoft Office, Customer Service, Leadership, Marketing, Team Building, Public Speaking, Customer Satisfaction, Customer Relations, Life Insurance, Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, College Funding..., Protection Planning, Wealth Preservation..., Seminar Marketing, Fixed Annuities, Issued by New York Life..., Management, Community Outreach, Business Development, Insurance, Nonprofits
Education
Worcester State College 1983 — 1985
BS
Mount Wachusett Community College 1981 — 1983
AS
Narragansett Regional 1975 — 1981
HS Diploma
New York Life Insurance Company October 2014 - August 2015
Viridian Energy January 2013 - December 2014
Luv my pet April 2014 - November 2014
Liturgical Publications Inc July 2013 - March 2014
Sears Holdings Corporation October 2007 - August 2013
Massachusetts Republican Party March 2012 - November 2012
Keller Williams Realty October 2010 - July 2011
Flash Logistics October 2001 - December 2006
Sterling Staffing August 2005 - November 2005
Allied-Barton 1998 - 2000
Skills
Sales, Microsoft Office, Customer Service, Leadership, Marketing, Team Building, Public Speaking, Customer Satisfaction, Customer Relations, Life Insurance, Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, College Funding..., Protection Planning, Wealth Preservation..., Seminar Marketing, Fixed Annuities, Issued by New York Life..., Management, Community Outreach, Business Development, Insurance, Nonprofits
Education
Worcester State College 1983 — 1985
BS
Mount Wachusett Community College 1981 — 1983
AS
Narragansett Regional 1975 — 1981
HS Diploma
Christopher L. Brown Christopher L. Brown's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional helping clients create, build and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
James Cusimano's New York Life Insurance Company Experience December 2014 - Present
Job Licenced Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Skills
401k Rollovers, LGBT Planning, Fixed Annuities, Asset Protection, Licensed in Long Term..., Business Insurance..., Life Insurance..., Whole Life Insurance, Term Life Insurance, Retirement Planning, Grandchild Gifting
Education
Nassau Community College 1985 — 1987
Music Theory and Composition/Vocal Major
Copiague High School 1978 — 1981
Food Preparation/Professional Cooking/Hotel Management
New York Life Insurance Company December 2014 - Present
Skills
401k Rollovers, LGBT Planning, Fixed Annuities, Asset Protection, Licensed in Long Term..., Business Insurance..., Life Insurance..., Whole Life Insurance, Term Life Insurance, Retirement Planning, Grandchild Gifting
Education
Nassau Community College 1985 — 1987
Music Theory and Composition/Vocal Major
Copiague High School 1978 — 1981
Food Preparation/Professional Cooking/Hotel Management
Florence Bleich Florence Bleich's New York Life Insurance Company Experience agentNew York Life Insurance Company$
Job agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company agentNew York Life Insurance Company$
Skills
Term Life Insurance, Retirement, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Event Management, Retirement Planning, Life Insurance
Education
Muhlenberg College
Bachelor of Business Administration (BBA), Consumer Economics
New York Life Insurance Company agentNew York Life Insurance Company$
Skills
Term Life Insurance, Retirement, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Event Management, Retirement Planning, Life Insurance
Education
Muhlenberg College
Bachelor of Business Administration (BBA), Consumer Economics
Sherman Fong CLU, LUTCF Sherman Fong CLU, LUTCF's New York Life Insurance Company Experience January 2005 - June 2012
Job Senior Agency Director of Asian Markets
Industry Financial Services
Experience
AIG Financial Network July 2012 - Present
New York Life Insurance Company January 2005 - June 2012
MetLife December 1998 - December 2004
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Life Insurance, Estate Planning, Long-term Care, Strategic Financial..., Term Life Insurance, Disability Insurance, Investments, Wealth Management, Securities, Financial Services, Mutual Funds, IRAs, Financial Planners, Wealth, Pensions, Series 7, Series 24, Series 26, Series 63, Finance, Portfolio Management, Financial Advisory, Asset Management, 401k, Health Insurance, Investment Advisory, Asset Allocation, Business Planning, Employee Benefits, Investment Strategies, Long Term Care Insurance, Personal Finance, Series 6, Wealth Accumulation, Variable Annuities, Whole Life, Life, Recruiting, 401k Rollovers, Universal Life, Alternative Investments, Wealth Management..., College Savings Plans, Roth IRA, Personal Financial..., Defined Benefit
Education
The American College 2005 — 2012
CLU, LUTCF, CLU, LUTCF
CCNY-New York University 1980 — 1982
MS, Mechanical Engineering
National Cheng Kung University 1973 — 1977
BS, Mechanical Engineering
AIG Financial Network July 2012 - Present
New York Life Insurance Company January 2005 - June 2012
MetLife December 1998 - December 2004
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Life Insurance, Estate Planning, Long-term Care, Strategic Financial..., Term Life Insurance, Disability Insurance, Investments, Wealth Management, Securities, Financial Services, Mutual Funds, IRAs, Financial Planners, Wealth, Pensions, Series 7, Series 24, Series 26, Series 63, Finance, Portfolio Management, Financial Advisory, Asset Management, 401k, Health Insurance, Investment Advisory, Asset Allocation, Business Planning, Employee Benefits, Investment Strategies, Long Term Care Insurance, Personal Finance, Series 6, Wealth Accumulation, Variable Annuities, Whole Life, Life, Recruiting, 401k Rollovers, Universal Life, Alternative Investments, Wealth Management..., College Savings Plans, Roth IRA, Personal Financial..., Defined Benefit
Education
The American College 2005 — 2012
CLU, LUTCF, CLU, LUTCF
CCNY-New York University 1980 — 1982
MS, Mechanical Engineering
National Cheng Kung University 1973 — 1977
BS, Mechanical Engineering
Andrew Molinas Andrew Molinas's New York Life Insurance Company Experience July 2011 - December 2011
Job Operations Associate at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions June 2012 - Present
Food Bank For New York City January 2012 - April 2012
New York Life Insurance Company July 2011 - December 2011
UBS Financial Services January 2008 - April 2008
Skills
Financial Analysis, Financial Planning, Financial Accounting, Strategic Planning, Team Coordination, Microsoft Office, Word, Excel, Access, Tax, Event Management, Corporate Finance, Strategic Financial..., Research, Microsoft Excel, Finance, Mergers & Acquisitions, Microsoft Word, Account Reconciliation, Financial Reporting, Portfolio Management, Analysis
Education
State University of New York at Buffalo 2009 — 2011
Bachelor, Business Administration; Financial Analysis
Nassau Community College 2007 — 2009
Accounting
Broadridge Financial Solutions June 2012 - Present
Food Bank For New York City January 2012 - April 2012
New York Life Insurance Company July 2011 - December 2011
UBS Financial Services January 2008 - April 2008
Skills
Financial Analysis, Financial Planning, Financial Accounting, Strategic Planning, Team Coordination, Microsoft Office, Word, Excel, Access, Tax, Event Management, Corporate Finance, Strategic Financial..., Research, Microsoft Excel, Finance, Mergers & Acquisitions, Microsoft Word, Account Reconciliation, Financial Reporting, Portfolio Management, Analysis
Education
State University of New York at Buffalo 2009 — 2011
Bachelor, Business Administration; Financial Analysis
Nassau Community College 2007 — 2009
Accounting
Rachel Zheng'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
JHJ International Transportation Co., Ltd. November 2007 - February 2013
Skills
Analysis, Finance, Insurance, Retirement, Fixed Annuities, Financial Planning, Leadership, Estate Planning, Term Life Insurance, Long-term Care, Investments, Financial Services, Retirement Planning, Disability Insurance, Life Insurance
Education
St Louis Customs Broker 2003 — 2004
Nassau Community College
New York Life Insurance Company June 2013 - Present
JHJ International Transportation Co., Ltd. November 2007 - February 2013
Skills
Analysis, Finance, Insurance, Retirement, Fixed Annuities, Financial Planning, Leadership, Estate Planning, Term Life Insurance, Long-term Care, Investments, Financial Services, Retirement Planning, Disability Insurance, Life Insurance
Education
St Louis Customs Broker 2003 — 2004
Nassau Community College
Teresa Ciezczak Teresa Ciezczak's New York Life Insurance Company Experience March 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Greenridge Farm, Inc. June 2008 - April 2014
Skills
Account Management, Key Account Management, Sales Management, Strategy, Inventory Management, Sales, Sales Operations, New Business Development, Management, Retail, Merchandising, Pricing, Microsoft Office, Marketing
Education
Moraine Valley Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), General Studies
New York Life Insurance Company March 2015 - Present
Greenridge Farm, Inc. June 2008 - April 2014
Skills
Account Management, Key Account Management, Sales Management, Strategy, Inventory Management, Sales, Sales Operations, New Business Development, Management, Retail, Merchandising, Pricing, Microsoft Office, Marketing
Education
Moraine Valley Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), General Studies
Jennifer Nila Jennifer Nila's New York Life Insurance Company Experience October 2008 - November 2011
Job Business Consultant ~ Employee Benefit Strategist ~ HR Coach ~ Speaker ~ National Association of Professional Women
Industry Insurance
Experience
Colonial Life January 2014 - Present
Colonial Life December 2011 - December 2013
New York Life Insurance Company October 2008 - November 2011
Jennifer Martin Real Estate May 2003 - December 2010
First American Title February 2001 - September 2003
Skills
Employee Benefits, Insurance, Project Management, Management, Territory Management, Territory Growth, Operations Management, Office Management, Employee Relations, Real Estate, Recruiting, Training, Coaching, Disability Insurance, Business Development, Long-term Care, Public Speaking, Workers Compensation, Cold Calling, Payroll, Health Insurance, Term Life Insurance, Sales, Outlook, Marketing, Customer Satisfaction, Sales Management, Sales Force Development, Customer Service, Customer Retention, PowerPoint, Small Business, Event Planning, Team Building, Human Resources, Fixed Annuities, Sales Operations, Selling, Program Management, Life Insurance, New Business Development, Strategic Planning, Employee Training, Time Management, Healthcare, Leadership, Universal Life, Account Management, Accident, Health Savings Accounts
Education
Mt. San Antonio College 2000 — 2002
Business
Colonial Life January 2014 - Present
Colonial Life December 2011 - December 2013
New York Life Insurance Company October 2008 - November 2011
Jennifer Martin Real Estate May 2003 - December 2010
First American Title February 2001 - September 2003
Skills
Employee Benefits, Insurance, Project Management, Management, Territory Management, Territory Growth, Operations Management, Office Management, Employee Relations, Real Estate, Recruiting, Training, Coaching, Disability Insurance, Business Development, Long-term Care, Public Speaking, Workers Compensation, Cold Calling, Payroll, Health Insurance, Term Life Insurance, Sales, Outlook, Marketing, Customer Satisfaction, Sales Management, Sales Force Development, Customer Service, Customer Retention, PowerPoint, Small Business, Event Planning, Team Building, Human Resources, Fixed Annuities, Sales Operations, Selling, Program Management, Life Insurance, New Business Development, Strategic Planning, Employee Training, Time Management, Healthcare, Leadership, Universal Life, Account Management, Accident, Health Savings Accounts
Education
Mt. San Antonio College 2000 — 2002
Business
Cassius L. Williams, II Cassius L. Williams, II's New York Life Insurance Company Experience October 2011 - October 2012
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company, NYLIFE Securities LLC. March 2015 - Present
New York Life Insurance Company October 2011 - October 2012
New York Life Insurance Company September 2008 - October 2011
New York Life Insurance Company September 1993 - March 1997
New York Life Insurance Company June 1989 - September 1993
Skills
Strategic Planning, Customer Service, Public Speaking, Social Media, Management, Marketing, Leadership, Project Management, Marketing Strategy, Event Planning
Education
Morehouse College
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company, NYLIFE Securities LLC. March 2015 - Present
New York Life Insurance Company October 2011 - October 2012
New York Life Insurance Company September 2008 - October 2011
New York Life Insurance Company September 1993 - March 1997
New York Life Insurance Company June 1989 - September 1993
Skills
Strategic Planning, Customer Service, Public Speaking, Social Media, Management, Marketing, Leadership, Project Management, Marketing Strategy, Event Planning
Education
Morehouse College
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Shawn Jason Gonzalez, LUTCF's New York Life Insurance Company Experience December 2014 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company September 2009 - December 2014
Clear 1 Wireless Inc. 2000 - 2008
Skills
Estate Planning, Insurance, 401k Rollovers, Annuity Sales, Retirement Planning, Asset Protection, Wealth Preservation..., Gifting Strategies, Legacies, Small Business, LUTCF, Key Person Protection, Licensed Life & Health..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Management, Securities, Strategic Financial..., Investments, Finance, Financial Services, Retirement, Equities, Life Insurance, Financial Planning
Education
Mt. San Antonio College
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company September 2009 - December 2014
Clear 1 Wireless Inc. 2000 - 2008
Skills
Estate Planning, Insurance, 401k Rollovers, Annuity Sales, Retirement Planning, Asset Protection, Wealth Preservation..., Gifting Strategies, Legacies, Small Business, LUTCF, Key Person Protection, Licensed Life & Health..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Management, Securities, Strategic Financial..., Investments, Finance, Financial Services, Retirement, Equities, Life Insurance, Financial Planning
Education
Mt. San Antonio College
Robert Kupfer Robert Kupfer's New York Life Insurance Company Experience January 2015 - Present
Job Dedicated Agent with New York Life helping families, retirees,and business owners in Detroit Lakes and surrounding areas
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Menards 1998 - September 2014
Skills
Leadership, Customer Satisfaction, Sales, Retirement Planning, Life Insurance, Education Funding, Lifetime Income..., Communication, Problem Solving, Asset Protection, Sales Management, Time Management, 401k Rollovers, IRA Rollovers, Business Networking, Estate Planning, Insurance, Annuity Sales, Legacy Planning, Licensed to Sell..., Term Life Insurance, Permanent Life Insurance, Networking, Public Speaking, Small Business, Wealth Preservation..., Customer Service, Inventory Management, Microsoft Office, Retail, Strategic Planning
Education
National American University 1992 — 1996
Bachelor's degree, Business Administration and Management
montevideo senior high school 1988 — 1992
New York Life Insurance Company January 2015 - Present
Menards 1998 - September 2014
Skills
Leadership, Customer Satisfaction, Sales, Retirement Planning, Life Insurance, Education Funding, Lifetime Income..., Communication, Problem Solving, Asset Protection, Sales Management, Time Management, 401k Rollovers, IRA Rollovers, Business Networking, Estate Planning, Insurance, Annuity Sales, Legacy Planning, Licensed to Sell..., Term Life Insurance, Permanent Life Insurance, Networking, Public Speaking, Small Business, Wealth Preservation..., Customer Service, Inventory Management, Microsoft Office, Retail, Strategic Planning
Education
National American University 1992 — 1996
Bachelor's degree, Business Administration and Management
montevideo senior high school 1988 — 1992
John Savini John Savini's New York Life Insurance Company Experience June 2014 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company June 2014 - Present
Skills
Employee Management, Communication, Financial Services, Creative Strategy, Employee Training, Mathematics, Creative Solutions
Education
Mount Saint Mary College 2011 — 2013
Master of Business Administration (MBA)
SUNY Cortland 2008 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company June 2014 - Present
Skills
Employee Management, Communication, Financial Services, Creative Strategy, Employee Training, Mathematics, Creative Solutions
Education
Mount Saint Mary College 2011 — 2013
Master of Business Administration (MBA)
SUNY Cortland 2008 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
Andrea Requena Andrea Requena's New York Life Insurance Company Experience February 2013 - Present
Job City University of New York City College
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
New York Life January 2005 - January 2010
Dreyfus Service Corporation (Mellon) H.R. Solutions January 2000 - January 2004
King Teleservices January 1999 - January 2000
Education
Nassau Community College
Associates of Arts Degree, Liberal Arts
The City College, City University Of New York
Bachelor of Arts Degree, Spanish
New York Life Insurance Company February 2013 - Present
New York Life January 2005 - January 2010
Dreyfus Service Corporation (Mellon) H.R. Solutions January 2000 - January 2004
King Teleservices January 1999 - January 2000
Education
Nassau Community College
Associates of Arts Degree, Liberal Arts
The City College, City University Of New York
Bachelor of Arts Degree, Spanish
Garron Bragg Garron Bragg's New York Life Insurance Company Experience January 2002 - January 2008
Job Inside Sales Account Manager at Infineon Technologies
Industry Semiconductors
Experience
Infineon Technologies January 2015 - Present
International Rectifier November 2008 - Present
New York Life Insurance Company January 2002 - January 2008
Skills
Microsoft Excel, SAP, PowerPoint, LODP, Model N, Long Term Care Insurance, Life Insurance, Microsoft Office, Sales Management, Sales Operations, Customer Satisfaction, Sales, Customer Service, Customer Retention, Contract Pricing, Contract Negotiation, Inventory Management, Manufacturing, Management, Process Improvement, Account Management, New Business Development, Marketing, Forecasting, Salesforce.com, Business Development, Semiconductor Industry, Team Building, Product Marketing, Order to Cash, Demand Forecasting, Leadership, Customer Escalation..., Purchasing, Product Management, Training, Strategic Partnerships, Insurance, Strategic Planning, Vendor Management, Competitive Analysis, International Sales, Product Development, Selling, Negotiation, Pricing Strategy, Program Management, Supply Chain Management, Semiconductors, Team Leadership
Education
Morehouse College 1996 — 2000
Bachelor's degree, Psychology
Infineon Technologies January 2015 - Present
International Rectifier November 2008 - Present
New York Life Insurance Company January 2002 - January 2008
Skills
Microsoft Excel, SAP, PowerPoint, LODP, Model N, Long Term Care Insurance, Life Insurance, Microsoft Office, Sales Management, Sales Operations, Customer Satisfaction, Sales, Customer Service, Customer Retention, Contract Pricing, Contract Negotiation, Inventory Management, Manufacturing, Management, Process Improvement, Account Management, New Business Development, Marketing, Forecasting, Salesforce.com, Business Development, Semiconductor Industry, Team Building, Product Marketing, Order to Cash, Demand Forecasting, Leadership, Customer Escalation..., Purchasing, Product Management, Training, Strategic Partnerships, Insurance, Strategic Planning, Vendor Management, Competitive Analysis, International Sales, Product Development, Selling, Negotiation, Pricing Strategy, Program Management, Supply Chain Management, Semiconductors, Team Leadership
Education
Morehouse College 1996 — 2000
Bachelor's degree, Psychology
Jason Cash Jason Cash's New York Life Insurance Company Experience June 2008 - September 2009
Job Senior Loan Officer at Rancho Financial, Inc.
Industry Banking
Experience
Rancho Financial, Inc. April 2015 - Present
Synergy One Lending April 2014 - March 2015
Guaranteed Rate November 2012 - March 2014
Wireless Capital Partners March 2012 - September 2012
Md7 September 2009 - March 2012
New York Life Insurance Company June 2008 - September 2009
DebtWave Credit Counseling February 2003 - June 2008
San Diego County Office of Education November 2000 - February 2003
Skills
Wireless, Telecommunications, Account Management, Sales, Negotiation, New Business Development, Contract Negotiation, Customer Satisfaction, Real Estate, Team Leadership, Strategic Planning, Customer Service, Finance, First Time Home Buyers, Loans, Investment Properties, Team Building, REO
Education
San Diego State University-California State University 2005 — 2006
Certificate, Personal Financial Planning
National University 1998 — 2000
Bachelor of Science (BS), Liberal Studies
Moorpark College 1991 — 1993
Associate's degree, General Studies
Newbury Park High School
Rancho Financial, Inc. April 2015 - Present
Synergy One Lending April 2014 - March 2015
Guaranteed Rate November 2012 - March 2014
Wireless Capital Partners March 2012 - September 2012
Md7 September 2009 - March 2012
New York Life Insurance Company June 2008 - September 2009
DebtWave Credit Counseling February 2003 - June 2008
San Diego County Office of Education November 2000 - February 2003
Skills
Wireless, Telecommunications, Account Management, Sales, Negotiation, New Business Development, Contract Negotiation, Customer Satisfaction, Real Estate, Team Leadership, Strategic Planning, Customer Service, Finance, First Time Home Buyers, Loans, Investment Properties, Team Building, REO
Education
San Diego State University-California State University 2005 — 2006
Certificate, Personal Financial Planning
National University 1998 — 2000
Bachelor of Science (BS), Liberal Studies
Moorpark College 1991 — 1993
Associate's degree, General Studies
Newbury Park High School
Kyeseone Plenty Kyeseone Plenty's New York Life Insurance Company Experience 2010 - 2012
Job Accounts Payable Associate at Sirius XM Radio
Industry Entertainment
Experience
Sirius XM Radio Inc. August 2013 - Present
Solomon Page Group February 2013 - April 2013
Solomon Page Group August 2012 - February 2013
Accountemps May 2012 - August 2012
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2005 - 2009
New York Life Insurance Company 1999 - 2004
New York Life Insurance Company 1992 - 1998
New York Life Insurance Company 1990 - 1992
New York Life Insurance Company 1989 - 1990
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Accounts Payable, General Ledger, Microsoft Word, SAP, Microsoft Excel, Ariba, BMC Remedy, IQ Navigator, Lotus Notes, OmniRim, Document Scanning, Procurement, Process Improvement, Customer Service, Great Plains Software, Vendor Management, System Administration, Access, Insurance, Invoicing, Accounting, Budgets, Auditing, Management, Bank Reconciliation, Oracle, Spreadsheets, GAAP, Software Documentation
Education
Nassau Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.0 GPA
Sirius XM Radio Inc. August 2013 - Present
Solomon Page Group February 2013 - April 2013
Solomon Page Group August 2012 - February 2013
Accountemps May 2012 - August 2012
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2005 - 2009
New York Life Insurance Company 1999 - 2004
New York Life Insurance Company 1992 - 1998
New York Life Insurance Company 1990 - 1992
New York Life Insurance Company 1989 - 1990
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Accounts Payable, General Ledger, Microsoft Word, SAP, Microsoft Excel, Ariba, BMC Remedy, IQ Navigator, Lotus Notes, OmniRim, Document Scanning, Procurement, Process Improvement, Customer Service, Great Plains Software, Vendor Management, System Administration, Access, Insurance, Invoicing, Accounting, Budgets, Auditing, Management, Bank Reconciliation, Oracle, Spreadsheets, GAAP, Software Documentation
Education
Nassau Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.0 GPA
Al Barrow's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Mercury Business Services April 2013 - June 2014
AirNet Systems January 2010 - February 2013
Axis Global Logistics April 2000 - January 2010
AirNet Systems January 1997 - January 2000
Halbart Wholesale Express Ltd January 1995 - January 1997
Halbart Express January 1984 - January 1995
Skills
Account Management, Sales, Logistics, Management, Transportation, Operations Management, Air Freight, Supply Chain, Customer Service, Supply Chain Management, Logistics Management, 3PL, Process Improvement, Freight, Strategic Planning, Sales Management, Warehousing, Negotiation, Inventory Management, Purchasing, Shipping, Salesforce.com, Freight Forwarding, Team Building, Transportation..., New Business Development, P&L Management, Customs Regulations, Project Planning, Sales Operations, Leadership, Customer Satisfaction, 401k Rollovers, Business Insurance..., Education Funding..., Employee Benefits, Life Insurance..., Long Term Care Insurance, Retirement Income..., Lifetime Income..., Supplements to Employee..., Wealth Transfer..., Small Business
Education
Nassau Community College
New York Life Insurance Company June 2015 - Present
Mercury Business Services April 2013 - June 2014
AirNet Systems January 2010 - February 2013
Axis Global Logistics April 2000 - January 2010
AirNet Systems January 1997 - January 2000
Halbart Wholesale Express Ltd January 1995 - January 1997
Halbart Express January 1984 - January 1995
Skills
Account Management, Sales, Logistics, Management, Transportation, Operations Management, Air Freight, Supply Chain, Customer Service, Supply Chain Management, Logistics Management, 3PL, Process Improvement, Freight, Strategic Planning, Sales Management, Warehousing, Negotiation, Inventory Management, Purchasing, Shipping, Salesforce.com, Freight Forwarding, Team Building, Transportation..., New Business Development, P&L Management, Customs Regulations, Project Planning, Sales Operations, Leadership, Customer Satisfaction, 401k Rollovers, Business Insurance..., Education Funding..., Employee Benefits, Life Insurance..., Long Term Care Insurance, Retirement Income..., Lifetime Income..., Supplements to Employee..., Wealth Transfer..., Small Business
Education
Nassau Community College
Katy Evenson Katy Evenson's New York Life Insurance Company Experience June 1986 - August 1990
Job Administrator for Educational Services and Media at Northwest Area Education Agency
Industry Professional Training & Coaching
Experience
Northwest Area Education Agency May 2013 - Present
Northwest Area Education Agency August 2001 - Present
Hartley-Melvin-Sanborn CSD August 1992 - July 2001
New York Life Insurance Company June 1986 - August 1990
Skills
School Improvement, Authentic Intellectual..., Differentiated..., Professional..., Curriculum and..., Instructional Coach, Staff Development, Educational Leadership, Educational Consulting, Teacher Training, Instructional Design, Technology Integration, Instructional Technology, Classroom, K-12, Curriculum Development, Educational Technology, Adult Education, E-Learning, Classroom Management, Special Education, Secondary Education, Literacy
Education
The University of South Dakota 2009 — 2012
Speacialist, PK-12 Administration
Northwestern College 1989 — 1992
Bachelor of Science, Business Education
Northwest Iowa Community College 1984 — 1986
Associate of Science, Computer Programming
Morningside College
MA, Education
Northwest Area Education Agency May 2013 - Present
Northwest Area Education Agency August 2001 - Present
Hartley-Melvin-Sanborn CSD August 1992 - July 2001
New York Life Insurance Company June 1986 - August 1990
Skills
School Improvement, Authentic Intellectual..., Differentiated..., Professional..., Curriculum and..., Instructional Coach, Staff Development, Educational Leadership, Educational Consulting, Teacher Training, Instructional Design, Technology Integration, Instructional Technology, Classroom, K-12, Curriculum Development, Educational Technology, Adult Education, E-Learning, Classroom Management, Special Education, Secondary Education, Literacy
Education
The University of South Dakota 2009 — 2012
Speacialist, PK-12 Administration
Northwestern College 1989 — 1992
Bachelor of Science, Business Education
Northwest Iowa Community College 1984 — 1986
Associate of Science, Computer Programming
Morningside College
MA, Education
Brian Spader Brian Spader's New York Life Insurance Company Experience April 2015 - Present
Job Agent at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company April 2015 - Present
Lyoness USA 2012 - March 2015
One Million cups 2014 - 2015
O'Gorman High School 2008 - March 2014
Spader's RV January 2007 - October 2013
Old Chicago Restaurants June 2005 - January 2007
National Forest Service June 2004 - November 2004
Hidden Valley Camp May 2003 - August 2003
Raytheon Polar Services October 2002 - February 2003
San Miguel High School August 2000 - June 2002
Skills
Sales, Leadership, Training, Team Building, Community Outreach, Time Management, Small Business, Networking, Social Networking, Coaching, Social Media Marketing, Marketing Strategy
Education
Mount Marty College 1996 — 2000
Bachelor's degree, Criminal Justice
O'Gorman High School 1992 — 1996
New York Life Insurance Company April 2015 - Present
Lyoness USA 2012 - March 2015
One Million cups 2014 - 2015
O'Gorman High School 2008 - March 2014
Spader's RV January 2007 - October 2013
Old Chicago Restaurants June 2005 - January 2007
National Forest Service June 2004 - November 2004
Hidden Valley Camp May 2003 - August 2003
Raytheon Polar Services October 2002 - February 2003
San Miguel High School August 2000 - June 2002
Skills
Sales, Leadership, Training, Team Building, Community Outreach, Time Management, Small Business, Networking, Social Networking, Coaching, Social Media Marketing, Marketing Strategy
Education
Mount Marty College 1996 — 2000
Bachelor's degree, Criminal Justice
O'Gorman High School 1992 — 1996
Brent Riffel Brent Riffel's New York Life Insurance Company Experience February 2003 - February 2005
Job Convoy of Hope A Driving Passion to Feed the World
Industry Philanthropy
Experience
Convoy of Hope November 2012 - Present
Fresno Rescue Mission June 2008 - November 2012
Clovis Hills Community Church October 2006 - April 2008
Principal Financial Group February 2005 - October 2006
New York Life Insurance Company February 2003 - February 2005
Kerman Covenant Church October 1994 - February 2003
Skills
Planned Giving, Strategic Financial..., Marketing, Customer Service, Organizational..., Fundraising, Coaching, Stewardship, Grant Writing, Philanthropy, Leadership, Estate Planning, Nonprofits, Social Networking, Community Outreach, Public Relations, Non-profit..., Investments, Succession Planning, Microsoft Word, Annual Giving, Public Speaking, Charities, Board Development, Volunteer Management, Leadership Development, Capital Campaigns, Program Development
Education
The American College 2003 — 2005
Financial and Business Planning
Multnomah University 1990 — 1992
Biblical Education
Kings River Community College 1987 — 1989
Business Management, Marketing, Sales
Kingsburg High School
Convoy of Hope November 2012 - Present
Fresno Rescue Mission June 2008 - November 2012
Clovis Hills Community Church October 2006 - April 2008
Principal Financial Group February 2005 - October 2006
New York Life Insurance Company February 2003 - February 2005
Kerman Covenant Church October 1994 - February 2003
Skills
Planned Giving, Strategic Financial..., Marketing, Customer Service, Organizational..., Fundraising, Coaching, Stewardship, Grant Writing, Philanthropy, Leadership, Estate Planning, Nonprofits, Social Networking, Community Outreach, Public Relations, Non-profit..., Investments, Succession Planning, Microsoft Word, Annual Giving, Public Speaking, Charities, Board Development, Volunteer Management, Leadership Development, Capital Campaigns, Program Development
Education
The American College 2003 — 2005
Financial and Business Planning
Multnomah University 1990 — 1992
Biblical Education
Kings River Community College 1987 — 1989
Business Management, Marketing, Sales
Kingsburg High School
Joanne Dieck's New York Life Insurance Company Experience September 2011 - March 2012
Job Software Business Analyst
Industry Insurance
Experience
Zags November 2014 - Present
AMAC - Association of Mature American Citizens September 2012 - July 2014
New York Life Insurance Company September 2011 - March 2012
Insure Co LLC May 2011 - September 2011
Premier Consulting Partners, LLC April 2010 - May 2011
Aviva Life and Annuity Co August 2006 - December 2009
bankers life September 2002 - February 2006
Worldcom Wireless March 2002 - August 2002
GE Financial October 2000 - July 2001
Penn Life Insurance Company of NY March 1991 - October 2000
Skills
Call Center, Internal Audit, Quality Assurance, Mentoring, Insurance, Customer Relations, Compliance, Process Improvement, Problem Solving, Business Analysis, Excel, Lotus Notes, Word, Outlook, Team Building, Access, Auditing, Team Leadership, Operations Management, Microsoft Office, Product implementation, Process Consulting, Term, Whole Life, UL,..., pursuing six sigma..., business analyst, Experienced Business..., Customer Service Driven, Currently Pursuing, life insurance, Life & Health Insurance..., life insurance..., Customer Service, Microsoft Excel, Life Insurance, Call Centers, Policy, Microsoft Word, Human Resources, Employee Benefits, Risk Management, Management, Training
Education
Nassau Comm. College LOMA
Nassau Comm. College LOMA
Nassau Comm. College LOMA
Nassau Community College
Nassau Community College
Zags November 2014 - Present
AMAC - Association of Mature American Citizens September 2012 - July 2014
New York Life Insurance Company September 2011 - March 2012
Insure Co LLC May 2011 - September 2011
Premier Consulting Partners, LLC April 2010 - May 2011
Aviva Life and Annuity Co August 2006 - December 2009
bankers life September 2002 - February 2006
Worldcom Wireless March 2002 - August 2002
GE Financial October 2000 - July 2001
Penn Life Insurance Company of NY March 1991 - October 2000
Skills
Call Center, Internal Audit, Quality Assurance, Mentoring, Insurance, Customer Relations, Compliance, Process Improvement, Problem Solving, Business Analysis, Excel, Lotus Notes, Word, Outlook, Team Building, Access, Auditing, Team Leadership, Operations Management, Microsoft Office, Product implementation, Process Consulting, Term, Whole Life, UL,..., pursuing six sigma..., business analyst, Experienced Business..., Customer Service Driven, Currently Pursuing, life insurance, Life & Health Insurance..., life insurance..., Customer Service, Microsoft Excel, Life Insurance, Call Centers, Policy, Microsoft Word, Human Resources, Employee Benefits, Risk Management, Management, Training
Education
Nassau Comm. College LOMA
Nassau Comm. College LOMA
Nassau Comm. College LOMA
Nassau Community College
Nassau Community College
Catherine Dressel's New York Life Insurance Company Experience September 2015 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Monster Worldwide May 2012 - June 2015
Monster April 2011 - April 2012
Monster October 2010 - April 2011
Monster June 2007 - October 2010
Monster June 2006 - June 2007
Monster while employed by Kelly Services April 2006 - June 2006
CVS March 2005 - April 2006
CVS November 2003 - April 2006
PetEdge, formerly known as New England Serum Company January 2000 - October 2002
Skills
New Business Development, Mentoring, Coaching, Word, Graphic Design, Outstanding Customer..., Sales Negotiation, Microsoft Office, Youth Leadership, Customer Retention, Customer Service, Training, Microsoft Word, CRM, Negotiation, Microsoft Excel, Cold Calling, Sales Operations, Management, Sales, Salesforce.com, Account Management, Lead Generation, Sales Process, Solution Selling, Business Development, B2B, Direct Sales, SaaS, Sales Presentations, Online Advertising
Education
Mount Ida College 1997 — 1999
Bachelor's of Science, Graphic Design
Mount Ida College 1995 — 1997
Associate's of Science, Graphic Design
Dartmouth High School 1989 — 1993
High School Diploma, General education
New York Life Insurance Company September 2015 - Present
Monster Worldwide May 2012 - June 2015
Monster April 2011 - April 2012
Monster October 2010 - April 2011
Monster June 2007 - October 2010
Monster June 2006 - June 2007
Monster while employed by Kelly Services April 2006 - June 2006
CVS March 2005 - April 2006
CVS November 2003 - April 2006
PetEdge, formerly known as New England Serum Company January 2000 - October 2002
Skills
New Business Development, Mentoring, Coaching, Word, Graphic Design, Outstanding Customer..., Sales Negotiation, Microsoft Office, Youth Leadership, Customer Retention, Customer Service, Training, Microsoft Word, CRM, Negotiation, Microsoft Excel, Cold Calling, Sales Operations, Management, Sales, Salesforce.com, Account Management, Lead Generation, Sales Process, Solution Selling, Business Development, B2B, Direct Sales, SaaS, Sales Presentations, Online Advertising
Education
Mount Ida College 1997 — 1999
Bachelor's of Science, Graphic Design
Mount Ida College 1995 — 1997
Associate's of Science, Graphic Design
Dartmouth High School 1989 — 1993
High School Diploma, General education
J. Chris Templeton J. Chris Templeton's New York Life Insurance Company Experience 1993 - 1998
Job Online & Relationship Marketing professional providing coordinated marketing for small and midsized business.
Industry Internet
Experience
Influence Internet & Healthcare October 2003 - Present
Oh The Stories We Tell June 2003 - Present
CustomWebApps October 2010 - October 2013
Berbunga September 2008 - September 2012
Genacom Inc March 2002 - September 2003
Verio November 1999 - January 2001
Includix 2001 - 2001
New York Life Insurance Company 1993 - 1998
Skills
Public Speaking, Team Management, Online Advertising, Marketing Management, Web Development, Marketing Strategy, Digital Marketing, Social Media Marketing, Strategic Planning, Business Development, New Business Development, Project Management, E-commerce, B2B, Public Relations, Creative Direction, Account Management, Marketing, Online Marketing, Sales, Management, Leadership, Training, Product Development, Market Planning, Solution Selling, Entrepreneurship, Email Marketing, Strategic Partnerships, Customer Retention, Brand Development, Lead Generation, Budgets
Education
Leadership Napa Valley 2006 — 2007
University of California, Santa Cruz 1982 — 1984
BA, Sociology
Napa Valley College 1981 — 1981
Sociology
Columbia Junior College 1979 — 1981
Associate of Arts (A.A.), Sociology
Pepperdine University 1978 — 1979
Judson School 1977 — 1978
Influence Internet & Healthcare October 2003 - Present
Oh The Stories We Tell June 2003 - Present
CustomWebApps October 2010 - October 2013
Berbunga September 2008 - September 2012
Genacom Inc March 2002 - September 2003
Verio November 1999 - January 2001
Includix 2001 - 2001
New York Life Insurance Company 1993 - 1998
Skills
Public Speaking, Team Management, Online Advertising, Marketing Management, Web Development, Marketing Strategy, Digital Marketing, Social Media Marketing, Strategic Planning, Business Development, New Business Development, Project Management, E-commerce, B2B, Public Relations, Creative Direction, Account Management, Marketing, Online Marketing, Sales, Management, Leadership, Training, Product Development, Market Planning, Solution Selling, Entrepreneurship, Email Marketing, Strategic Partnerships, Customer Retention, Brand Development, Lead Generation, Budgets
Education
Leadership Napa Valley 2006 — 2007
University of California, Santa Cruz 1982 — 1984
BA, Sociology
Napa Valley College 1981 — 1981
Sociology
Columbia Junior College 1979 — 1981
Associate of Arts (A.A.), Sociology
Pepperdine University 1978 — 1979
Judson School 1977 — 1978
Moses Daniel Cedeno Moses Daniel Cedeno's New York Life Insurance Company Experience January 1999 - March 2001
Job Marketing Recruiter & Team Development, Sr. F.A. Consultant
Industry Management Consulting
Experience
County of San Bernardino, California September 2011 - Present
Crossroads Community Church January 2004 - January 2012
Commercial Lending Capital / Sr. Team Lead Supervisor April 2008 - January 2010
Infinite Quest Start Up Company Communication January 2007 - April 2008
WLG World Leadership Inc January 2000 - December 2007
New York Life Insurance Company January 1999 - March 2001
American Express Financial Advisors 1998 - 1999
Skills
Non-profits, Public Speaking, Team Building, Marketing, Management, Real Estate, Sales, Fundraising, Mentoring, Leadership, Recruiting, Training, Business Development, Leadership Development, Investments, Nonprofits, Time Management, New Business Development, Negotiation, Coaching, Community Outreach, Start-ups, Social Networking, Program Management, Small Business, Event Planning, Mergers & Acquisitions, Strategic Planning, Contract Negotiation
Education
Mt. San Antonio College 1982 — 1983
General Studies
Indian Valley College, Novato CA 1981 — 1982
General Studies
International Air Academy (Now known as The International Air and Hospitality Academy)
Ramp & Ticket Travel
County of San Bernardino, California September 2011 - Present
Crossroads Community Church January 2004 - January 2012
Commercial Lending Capital / Sr. Team Lead Supervisor April 2008 - January 2010
Infinite Quest Start Up Company Communication January 2007 - April 2008
WLG World Leadership Inc January 2000 - December 2007
New York Life Insurance Company January 1999 - March 2001
American Express Financial Advisors 1998 - 1999
Skills
Non-profits, Public Speaking, Team Building, Marketing, Management, Real Estate, Sales, Fundraising, Mentoring, Leadership, Recruiting, Training, Business Development, Leadership Development, Investments, Nonprofits, Time Management, New Business Development, Negotiation, Coaching, Community Outreach, Start-ups, Social Networking, Program Management, Small Business, Event Planning, Mergers & Acquisitions, Strategic Planning, Contract Negotiation
Education
Mt. San Antonio College 1982 — 1983
General Studies
Indian Valley College, Novato CA 1981 — 1982
General Studies
International Air Academy (Now known as The International Air and Hospitality Academy)
Ramp & Ticket Travel
Kristin Kettig Kristin Kettig's New York Life Insurance Company Experience October 2012 - Present
Job Benefits Associate at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company October 2012 - Present
Riverside Orthopaedic and Sports Medicine Associates December 2011 - October 2012
Avon January 2010 - November 2011
Mamaroneck Continuing Education June 2011 - July 2011
Avon Corporation June 2010 - September 2010
Standard Security Life Insurance Co August 2005 - August 2005
Skills
Leadership, Human Resources, Sales, PowerPoint, Strategy, Research, Employee Benefits, Microsoft Office, Social Networking, Event Planning, Employee Relations, Microsoft Excel, Onboarding, Training
Education
Muhlenberg College 2007 — 2011
Bachelor of the Arts, Psychology
Muhlenberg College 2007 — 2011
Bachelor of the Arts, Psychology
New York Life Insurance Company October 2012 - Present
Riverside Orthopaedic and Sports Medicine Associates December 2011 - October 2012
Avon January 2010 - November 2011
Mamaroneck Continuing Education June 2011 - July 2011
Avon Corporation June 2010 - September 2010
Standard Security Life Insurance Co August 2005 - August 2005
Skills
Leadership, Human Resources, Sales, PowerPoint, Strategy, Research, Employee Benefits, Microsoft Office, Social Networking, Event Planning, Employee Relations, Microsoft Excel, Onboarding, Training
Education
Muhlenberg College 2007 — 2011
Bachelor of the Arts, Psychology
Muhlenberg College 2007 — 2011
Bachelor of the Arts, Psychology
Jennifer Lyn Hochman Jennifer Lyn Hochman's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company August 2014 - March 2015
Stars and Angels Daycare March 2014 - August 2014
Whitestone Bake Shop May 2011 - November 2013
Community Day Camp June 2011 - August 2011
Education
Nassau Community College 2014 — 2015
Associate's degree, Human Services, General
Queensborough Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
St. Agnes Academic High School 2008 — 2012
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company August 2014 - March 2015
Stars and Angels Daycare March 2014 - August 2014
Whitestone Bake Shop May 2011 - November 2013
Community Day Camp June 2011 - August 2011
Education
Nassau Community College 2014 — 2015
Associate's degree, Human Services, General
Queensborough Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
St. Agnes Academic High School 2008 — 2012
Joshua Tirado's New York Life Insurance Company Experience May 1998 - May 2000
Job President & Senior Financial Advisor at JT Financial Group
Industry Financial Services
Experience
JT Financial Group May 2000 - Present
New York Life Insurance Company May 1998 - May 2000
Skills
Retirement Planning, Wealth Management, Securities, Finance, Financial Services, Financial Advisory, Investments, FINRA, Retirement, Mutual Funds, Strategic Financial..., Insurance, Series 7, Estate Planning, IRAs, Fixed Annuities, Series 63, Investment Advisory, Life Insurance, 401k
Education
American College 2000 — 2005
LUTCF, Insurance & Financial Planning
Moravian College 1996 — 2000
BS, Business & Finance
Marine Academy of Science & Technology 1992 — 1996
HS Diploma, All Honors Classes with a focus in Marine Biology
JT Financial Group May 2000 - Present
New York Life Insurance Company May 1998 - May 2000
Skills
Retirement Planning, Wealth Management, Securities, Finance, Financial Services, Financial Advisory, Investments, FINRA, Retirement, Mutual Funds, Strategic Financial..., Insurance, Series 7, Estate Planning, IRAs, Fixed Annuities, Series 63, Investment Advisory, Life Insurance, 401k
Education
American College 2000 — 2005
LUTCF, Insurance & Financial Planning
Moravian College 1996 — 2000
BS, Business & Finance
Marine Academy of Science & Technology 1992 — 1996
HS Diploma, All Honors Classes with a focus in Marine Biology
Richard Van Horn's New York Life Insurance Company Experience February 1999 - Present
Job Director of Compliance at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 1999 - Present
Education
Muhlenberg College 1994 — 1998
New York Life Insurance Company February 1999 - Present
Education
Muhlenberg College 1994 — 1998
Amy Taylor Gaal, MBA's New York Life Insurance Company Experience July 1997 - July 1998
Job Agency Owner at State Farm Insurance
Industry Insurance
Experience
State Farm September 2014 - Present
State Farm Insurance February 2014 - Present
State Farm Insurance March 2003 - February 2014
State Farm Insurance January 2000 - March 2003
Stirling Cooke Insurance January 1998 - January 2000
New York Life Insurance Company July 1997 - July 1998
Skills
mutual funds, Life Insurance, Securities Regulation, Securities, Health, Property & Casualty..., HIPAA, Gramm-Leach-Bliley, Workers Compensation, Underwriting, Claims Handling, Customer Service, Marketing, Enterprise Risk..., Regulatory Audits, Compliance, Commercial Insurance, Term Life Insurance, General Insurance, Mutual Funds
Education
Ohio University 1993 — 1997
BBA
Mount Vernon Nazarene University
MBA
State Farm September 2014 - Present
State Farm Insurance February 2014 - Present
State Farm Insurance March 2003 - February 2014
State Farm Insurance January 2000 - March 2003
Stirling Cooke Insurance January 1998 - January 2000
New York Life Insurance Company July 1997 - July 1998
Skills
mutual funds, Life Insurance, Securities Regulation, Securities, Health, Property & Casualty..., HIPAA, Gramm-Leach-Bliley, Workers Compensation, Underwriting, Claims Handling, Customer Service, Marketing, Enterprise Risk..., Regulatory Audits, Compliance, Commercial Insurance, Term Life Insurance, General Insurance, Mutual Funds
Education
Ohio University 1993 — 1997
BBA
Mount Vernon Nazarene University
MBA
Janardhan Yeddala's New York Life Insurance Company Experience January 2004 - December 2004
Job Risk IT
Industry Computer Software
Experience
Nomura Securities April 2015 - Present
UBS Investment Bank March 2006 - May 2015
Prudential Insurance 2005 - 2006
A&P 2005 - 2006
New York Life Insurance Company January 2004 - December 2004
Tata Consultancy Services March 1998 - January 2004
Skills
Change Management, Incident Management, Incident Investigation, Problem Solving, Problem Management, Oracle, Sybase, Red Hat Linux, Solaris 8/9/10, Informatica..., Business Objects, Data Warehousing, Unix Shell Scripting, Autosys, Event Management, Configuration Management, Disaster Recovery, People Development, Investment Banking, PL/SQL, Management, SDLC, Market Data, Fixed Income, Business Analysis, Capital Markets, Trading Systems, Reference Data, Shell Scripting, Team Leadership
Education
Osmania University 1996 — 1998
Master of Engineering (M.Eng.), Electrical and Electronics Engineering
National Institute of Technology Warangal 1991 — 1995
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Nomura Securities April 2015 - Present
UBS Investment Bank March 2006 - May 2015
Prudential Insurance 2005 - 2006
A&P 2005 - 2006
New York Life Insurance Company January 2004 - December 2004
Tata Consultancy Services March 1998 - January 2004
Skills
Change Management, Incident Management, Incident Investigation, Problem Solving, Problem Management, Oracle, Sybase, Red Hat Linux, Solaris 8/9/10, Informatica..., Business Objects, Data Warehousing, Unix Shell Scripting, Autosys, Event Management, Configuration Management, Disaster Recovery, People Development, Investment Banking, PL/SQL, Management, SDLC, Market Data, Fixed Income, Business Analysis, Capital Markets, Trading Systems, Reference Data, Shell Scripting, Team Leadership
Education
Osmania University 1996 — 1998
Master of Engineering (M.Eng.), Electrical and Electronics Engineering
National Institute of Technology Warangal 1991 — 1995
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
R Scott Graybill's New York Life Insurance Company Experience August 1993 - August 1994
Job at
Industry Financial Services
Experience
R.S. Graybill, Inc. June 2000 - Present
Chicago Board of Trade June 2000 - Present
Chicago Board of Trade May 1996 - June 2000
AmeriNetwork, Inc. October 1994 - March 1996
New York Life Insurance Company August 1993 - August 1994
ICICI Prudential Life Insurance Company Limited January 1992 - June 1993
Skills
Trading, Options, Risk Management, Business Development
Education
Muhlenberg College 1986 — 1990
BA, Human Resources Adminisration
R.S. Graybill, Inc. June 2000 - Present
Chicago Board of Trade June 2000 - Present
Chicago Board of Trade May 1996 - June 2000
AmeriNetwork, Inc. October 1994 - March 1996
New York Life Insurance Company August 1993 - August 1994
ICICI Prudential Life Insurance Company Limited January 1992 - June 1993
Skills
Trading, Options, Risk Management, Business Development
Education
Muhlenberg College 1986 — 1990
BA, Human Resources Adminisration
Jeff Brutout's New York Life Insurance Company Experience June 2008 - August 2012
Job Recruiting Manager at BDO
Industry Human Resources
Experience
BDO USA, LLP September 2013 - Present
Horizon Media August 2012 - September 2013
New York Life Insurance Company June 2008 - August 2012
Pressler and Pressler LLP October 2006 - May 2008
Skills
Social Networking, Passive Recruiting, Talent Advising, Recruiting, Sourcing, Social Media, College Recruiting, Talent Acquisition, Applicant Tracking..., Sales, Leadership, Human Resources, Management, New Business Development, Interviews, Employee Relations, Account Management, Marketing, Project Management, Employee Benefits, Performance Management, SDLC, Finance, Succession Planning, Talent Management, Training, Technical Recruiting, Onboarding, Internet Recruiting, Executive Search
Education
Muhlenberg College 2002 — 2006
BA, Political Science
BDO USA, LLP September 2013 - Present
Horizon Media August 2012 - September 2013
New York Life Insurance Company June 2008 - August 2012
Pressler and Pressler LLP October 2006 - May 2008
Skills
Social Networking, Passive Recruiting, Talent Advising, Recruiting, Sourcing, Social Media, College Recruiting, Talent Acquisition, Applicant Tracking..., Sales, Leadership, Human Resources, Management, New Business Development, Interviews, Employee Relations, Account Management, Marketing, Project Management, Employee Benefits, Performance Management, SDLC, Finance, Succession Planning, Talent Management, Training, Technical Recruiting, Onboarding, Internet Recruiting, Executive Search
Education
Muhlenberg College 2002 — 2006
BA, Political Science
Vishal Patadia's New York Life Insurance Company Experience April 2012 - June 2013
Job Manager of Imaging at Episource LLC
Industry Hospital & Health Care
Experience
Episource LLC July 2013 - Present
New York Life Insurance Company April 2012 - June 2013
Signature Resources April 2011 - January 2012
Performance Autobody Group February 2010 - September 2010
Skills
Customer Service, Healthcare, Leadership, Management, Team Leadership, Team Building, Healthcare Management, Project Management, Microsoft Word
Education
UC Irvine 2003 — 2007
Criminology, Law and Society, Criminal Justice/Police Science
Mt. San Antonio College 2008 — 2009
Certification, Business Management
Episource LLC July 2013 - Present
New York Life Insurance Company April 2012 - June 2013
Signature Resources April 2011 - January 2012
Performance Autobody Group February 2010 - September 2010
Skills
Customer Service, Healthcare, Leadership, Management, Team Leadership, Team Building, Healthcare Management, Project Management, Microsoft Word
Education
UC Irvine 2003 — 2007
Criminology, Law and Society, Criminal Justice/Police Science
Mt. San Antonio College 2008 — 2009
Certification, Business Management
Boyd Bocklet's New York Life Insurance Company Experience 2007 - April 2011
Job Senior Territory Manager at ADT Security Services
Industry Security and Investigations
Experience
ADT Security Services L.L.C. December 2011 - Present
Wells Fargo Bank September 2010 - August 2011
New York Life Insurance Company 2007 - April 2011
Bankers Life and Casualty March 2007 - October 2007
American Income Life Insurance Company August 2006 - February 2007
Labranche and Company,LLC October 2001 - May 2006
Bocklet and Company,LLC June 1987 - October 2001
Education
Mount St. Mary's University 1982 — 1986
Bachelor of Arts (B.A.), business
Saint Paul School 1977 — 1982
ADT Security Services L.L.C. December 2011 - Present
Wells Fargo Bank September 2010 - August 2011
New York Life Insurance Company 2007 - April 2011
Bankers Life and Casualty March 2007 - October 2007
American Income Life Insurance Company August 2006 - February 2007
Labranche and Company,LLC October 2001 - May 2006
Bocklet and Company,LLC June 1987 - October 2001
Education
Mount St. Mary's University 1982 — 1986
Bachelor of Arts (B.A.), business
Saint Paul School 1977 — 1982
Irene Burns's New York Life Insurance Company Experience March 2015 - Present
Job Senior Defined Benefit Analyst at John Hancock Retirement Plan Services
Industry Human Resources
Experience
New York Life Insurance Company March 2015 - Present
Mercer Human Resource Consulting January 1990 - March 2015
Skills
Defined Benefit, HR Consulting, Employee Benefits, Pension Administration, Benefits Administration
Education
Mount Holyoke College
Bachelor's degree, Mathematics
New York Life Insurance Company March 2015 - Present
Mercer Human Resource Consulting January 1990 - March 2015
Skills
Defined Benefit, HR Consulting, Employee Benefits, Pension Administration, Benefits Administration
Education
Mount Holyoke College
Bachelor's degree, Mathematics
Cari Bachman's New York Life Insurance Company Experience April 1993 - April 2000
Job Sales Assistant at JB Bostick Co Inc
Industry Construction
Experience
JB Bostick Co Inc March 2014 - Present
Ben's Asphalt, Inc. February 2014 - March 2014
Ben's Asphalt, Inc. May 2011 - January 2014
PRO Unlimited / Client: First American Title Co December 2010 - February 2011
Century 21 Ambassador December 2006 - November 2008
Shea Homes April 2002 - September 2006
Orange County Youth Sports Foundation 2003 - 2006
Vintage Design Inc. April 2000 - April 2002
New York Life Insurance Company April 1993 - April 2000
Skills
Contract Management, Budgets, Contract Negotiation, Process Scheduler, Customer Service, Data Entry, Microsoft Office, Construction, Construction Management, Team Building, Accounting, Contractors, Microsoft Excel, Event Planning, Administrative..., Change Orders, Real Estate, Property Management, Subcontracting, QuickBooks, B2B, Editing, Fundraising, Healthcare, Residential Homes, Process Improvement, Continuous Improvement, Team Leadership, Microsoft Word, Marketing, Networking, Outlook, Public Speaking, Project Management, Recruiting, Strategy, Teaching, Training, Teamwork, Time Management, Team Management, Troubleshooting, Windows
Education
Mt. San Antonio College 1983 — 1985
General Education
JB Bostick Co Inc March 2014 - Present
Ben's Asphalt, Inc. February 2014 - March 2014
Ben's Asphalt, Inc. May 2011 - January 2014
PRO Unlimited / Client: First American Title Co December 2010 - February 2011
Century 21 Ambassador December 2006 - November 2008
Shea Homes April 2002 - September 2006
Orange County Youth Sports Foundation 2003 - 2006
Vintage Design Inc. April 2000 - April 2002
New York Life Insurance Company April 1993 - April 2000
Skills
Contract Management, Budgets, Contract Negotiation, Process Scheduler, Customer Service, Data Entry, Microsoft Office, Construction, Construction Management, Team Building, Accounting, Contractors, Microsoft Excel, Event Planning, Administrative..., Change Orders, Real Estate, Property Management, Subcontracting, QuickBooks, B2B, Editing, Fundraising, Healthcare, Residential Homes, Process Improvement, Continuous Improvement, Team Leadership, Microsoft Word, Marketing, Networking, Outlook, Public Speaking, Project Management, Recruiting, Strategy, Teaching, Training, Teamwork, Time Management, Team Management, Troubleshooting, Windows
Education
Mt. San Antonio College 1983 — 1985
General Education
William Klingbeil's New York Life Insurance Company Experience August 1983 - Present
Job Accounting Officer Corporate Real Estate
Industry Real Estate
Experience
New York Life Insurance Company August 1983 - Present
New York Life June 1983 - Present
Skills
Management, Investments, Leadership, Financial Analysis, Insurance, Finance, Team Building, Risk Management, Public Speaking, Asset Management
Education
Queens College 1983 — 1985
Accounting
Nassau Community College 1980 — 1982
Banking, Insurance, Real Estate
New York Life Insurance Company August 1983 - Present
New York Life June 1983 - Present
Skills
Management, Investments, Leadership, Financial Analysis, Insurance, Finance, Team Building, Risk Management, Public Speaking, Asset Management
Education
Queens College 1983 — 1985
Accounting
Nassau Community College 1980 — 1982
Banking, Insurance, Real Estate
Laura Ciarkowski McCarron's New York Life Insurance Company Experience November 2009 - Present
Job Director, Head of Value Add Marketing at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life Insurance Company November 2009 - Present
HSBC Securities 2006 - 2009
HSBC 2005 - 2006
HSBC 2002 - 2005
Metropolitan Life Insurance Company 2000 - 2002
Merrill Lynch 1999 - 2000
Metropolitan Life Insurance Company 1996 - 1999
Metropolitan Life Insurance Company 1994 - 1996
Metropolitan Life Insurance Company 1993 - 1994
Skills
Direct Marketing, Market Research, Relationship Management, Marketing Strategy, Strategy, Management, Leadership, Creative Direction, Marketing, Financial Services, Insurance, Vendor Management, Sales, Strategic Planning, Program Management, Investments, Analysis, Sales Management, Product Development, Team Building, Mutual Funds, Life Insurance
Education
Muhlenberg College 1989 — 1993
BA, Communications; English
New York Life Insurance Company November 2009 - Present
HSBC Securities 2006 - 2009
HSBC 2005 - 2006
HSBC 2002 - 2005
Metropolitan Life Insurance Company 2000 - 2002
Merrill Lynch 1999 - 2000
Metropolitan Life Insurance Company 1996 - 1999
Metropolitan Life Insurance Company 1994 - 1996
Metropolitan Life Insurance Company 1993 - 1994
Skills
Direct Marketing, Market Research, Relationship Management, Marketing Strategy, Strategy, Management, Leadership, Creative Direction, Marketing, Financial Services, Insurance, Vendor Management, Sales, Strategic Planning, Program Management, Investments, Analysis, Sales Management, Product Development, Team Building, Mutual Funds, Life Insurance
Education
Muhlenberg College 1989 — 1993
BA, Communications; English
Joseph D. Kelly's New York Life Insurance Company Experience October 2009 - April 2011
Job Clinical Laboratory Scientist (Graduate)
Industry Hospital & Health Care
Experience
Starbucks September 2010 - March 2012
Starbucks June 2010 - March 2012
New York Life Insurance Company October 2009 - April 2011
State of California, Department of Parks and Recreation January 2008 - May 2009
Apple April 2004 - January 2009
US Bank 2000 - May 2004
Skills
Telephone Skills, Customer Service, Supervisory Skills, Inventory Management, Scheduling, Customer Satisfaction, Process Scheduler, Microsoft Office, Leadership, Team Leadership, Training, Team Building, Process Improvement, Coaching, Cross-functional Team..., Data Analysis, Strategic Planning, Project Management, Management
Education
National University 2012 — 2015
Bachelor of Science (BS), Clinical Laboratory Science, Magna Cum Laude
Sierra College 2011 — 2012
ADN, Nursing
Defense Language Institute, Foreign Language Center 1999 — 2001
Russian Basic Course
South Tahoe High School 1994 — 1997
High School Diploma, General Education
Starbucks September 2010 - March 2012
Starbucks June 2010 - March 2012
New York Life Insurance Company October 2009 - April 2011
State of California, Department of Parks and Recreation January 2008 - May 2009
Apple April 2004 - January 2009
US Bank 2000 - May 2004
Skills
Telephone Skills, Customer Service, Supervisory Skills, Inventory Management, Scheduling, Customer Satisfaction, Process Scheduler, Microsoft Office, Leadership, Team Leadership, Training, Team Building, Process Improvement, Coaching, Cross-functional Team..., Data Analysis, Strategic Planning, Project Management, Management
Education
National University 2012 — 2015
Bachelor of Science (BS), Clinical Laboratory Science, Magna Cum Laude
Sierra College 2011 — 2012
ADN, Nursing
Defense Language Institute, Foreign Language Center 1999 — 2001
Russian Basic Course
South Tahoe High School 1994 — 1997
High School Diploma, General Education
Sherry Musnicki's New York Life Insurance Company Experience April 2015 - Present
Job Corporate Vice President Member Services at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
American Express - Global Business Travel January 2012 - April 2015
American Express Business Travel October 2008 - January 2012
American Express Business Travel September 2005 - October 2008
Skills
Process Improvement, Operations Management, Business Travel, Strategic Planning, Change Management, Start-ups, Leadership, Strategy, Cross-functional Team..., Business Process..., Business Strategy, Account Management, Marketing Strategy, Customer Experience, Outsourcing, Leadership Development, Call Centers, Team Leadership, Key Account Management, Business Analysis, Travel Management, Team Management, Business Planning, Team Building, Event Management, Relationship Management, Budgets, Project Planning, Customer Satisfaction, Management, Business Intelligence, Program Management, Forecasting, Customer Service, Training
Education
University of Phoenix 2006 — 2008
MBA, Global Management
Mount Saint Vincent University 1978 — 1980
Bachelor of Arts (BA), Languages - FRENCH, SPANISH
New York Life Insurance Company April 2015 - Present
American Express - Global Business Travel January 2012 - April 2015
American Express Business Travel October 2008 - January 2012
American Express Business Travel September 2005 - October 2008
Skills
Process Improvement, Operations Management, Business Travel, Strategic Planning, Change Management, Start-ups, Leadership, Strategy, Cross-functional Team..., Business Process..., Business Strategy, Account Management, Marketing Strategy, Customer Experience, Outsourcing, Leadership Development, Call Centers, Team Leadership, Key Account Management, Business Analysis, Travel Management, Team Management, Business Planning, Team Building, Event Management, Relationship Management, Budgets, Project Planning, Customer Satisfaction, Management, Business Intelligence, Program Management, Forecasting, Customer Service, Training
Education
University of Phoenix 2006 — 2008
MBA, Global Management
Mount Saint Vincent University 1978 — 1980
Bachelor of Arts (BA), Languages - FRENCH, SPANISH
Craig Brammer's New York Life Insurance Company Experience September 2006 - July 2007
Job Logistics Management Specialist at U.S. Army Logistics Innovation Agency
Industry Logistics and Supply Chain
Experience
U.S. Army Logistics Innovation Agency October 2008 - Present
New York Life Insurance Company September 2006 - July 2007
Skills
Information Assurance, Military, DoD, Process Improvement, Security Clearance, Supply Chain Management, Army, Military Operations, Leadership, Risk Management, Operational Planning
Education
Mount Vernon Nazarene University 1993 — 1997
B.A., History/Business Administration
U.S. Army Logistics Innovation Agency October 2008 - Present
New York Life Insurance Company September 2006 - July 2007
Skills
Information Assurance, Military, DoD, Process Improvement, Security Clearance, Supply Chain Management, Army, Military Operations, Leadership, Risk Management, Operational Planning
Education
Mount Vernon Nazarene University 1993 — 1997
B.A., History/Business Administration
Prithivee Fow's New York Life Insurance Company Experience October 2013 - Present
Job Senior Administrative Assistant at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company October 2013 - Present
Grant Thornton LLP July 2007 - July 2013
AICPA 1990 - 2007
Skills
Budgets, QuickBooks, Financial Reporting, Accounting, Event Planning, Payroll, Non-profits, Accounts Receivable, Nonprofits, Microsoft Excel, Customer Service, Human Resources, Management, Marketing
Education
Nassau Community College 2004 — 2004
General Education Certificate
Penn Foster 2008 — 2010
Certification, Event Planner
SCS Business & Technical Institute, NY 1989 — 1989
Computer Application Certificate
Pitman Examination Institute, London 1984 — 1985
Certificate in English Language and Typewriting
New York Life Insurance Company October 2013 - Present
Grant Thornton LLP July 2007 - July 2013
AICPA 1990 - 2007
Skills
Budgets, QuickBooks, Financial Reporting, Accounting, Event Planning, Payroll, Non-profits, Accounts Receivable, Nonprofits, Microsoft Excel, Customer Service, Human Resources, Management, Marketing
Education
Nassau Community College 2004 — 2004
General Education Certificate
Penn Foster 2008 — 2010
Certification, Event Planner
SCS Business & Technical Institute, NY 1989 — 1989
Computer Application Certificate
Pitman Examination Institute, London 1984 — 1985
Certificate in English Language and Typewriting
Jelani Watson's New York Life Insurance Company Experience December 2013 - Present
Job Caring Agent with New York Life helping families provide financial security and peace of mind.
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
United States Postal Service April 2008 - June 2014
Fairfielf Academy February 2008 - April 2008
Chicago Association for Retarded Citizens September 2005 - March 2008
Comcast Cable February 2007 - November 2007
Clearbrook December 2006 - June 2007
Ray Graham Association February 2006 - October 2006
ER Ambulance Inc. June 2002 - August 2004
US Navy August 1996 - August 2000
Skills
Personal Finance, Small Business, Term Life Insurance, Retirement Planning, Life Insurance..., 401k Rollovers, Business Insurance..., Asset Protection, Estate Planning, Public Speaking, Leadership, Legacy Planning, Licensed Life Insurance..., IRA rollovers, Protection..., Permanent Life Insurance, Wealth Preservation..., Buy-sell Agreements, Customer Retention, Customer Satisfaction, Key Person Insurance, Creative Problem Solving, Licensed in Long Term..., Annuity Sales
Education
West Virginia Wesleyan College 2002 — 2005
Bachelor of Arts (B.A.), Psychology
Moraine Valley Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Fire Science Technology
New York Life Insurance Company December 2013 - Present
United States Postal Service April 2008 - June 2014
Fairfielf Academy February 2008 - April 2008
Chicago Association for Retarded Citizens September 2005 - March 2008
Comcast Cable February 2007 - November 2007
Clearbrook December 2006 - June 2007
Ray Graham Association February 2006 - October 2006
ER Ambulance Inc. June 2002 - August 2004
US Navy August 1996 - August 2000
Skills
Personal Finance, Small Business, Term Life Insurance, Retirement Planning, Life Insurance..., 401k Rollovers, Business Insurance..., Asset Protection, Estate Planning, Public Speaking, Leadership, Legacy Planning, Licensed Life Insurance..., IRA rollovers, Protection..., Permanent Life Insurance, Wealth Preservation..., Buy-sell Agreements, Customer Retention, Customer Satisfaction, Key Person Insurance, Creative Problem Solving, Licensed in Long Term..., Annuity Sales
Education
West Virginia Wesleyan College 2002 — 2005
Bachelor of Arts (B.A.), Psychology
Moraine Valley Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Fire Science Technology
Janet Morgan, SPHR, SHRM-SCP's New York Life Insurance Company Experience April 2015 - Present
Job HR Business Partner at New York Life
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
Verizon Communications February 2006 - March 2014
Verizon Communications January 2005 - January 2006
Verizon Data Services April 1998 - December 2004
GTE Data Services April 1993 - March 1998
Skills
Employee Relations, Talent Management, Succession Planning, Human Resources, Recruiting, Benefits Administration, Labor Relations, Payroll, Leadership, Coaching, Policy, Process Improvement, Project Management, Onboarding, Performance Management, Management
Education
National Louis University
Master of Science (M.S.), Human Resources Development
Nova Southeastern University
Bachelor of Science (B.S.), Management
New York Life Insurance Company April 2015 - Present
Verizon Communications February 2006 - March 2014
Verizon Communications January 2005 - January 2006
Verizon Data Services April 1998 - December 2004
GTE Data Services April 1993 - March 1998
Skills
Employee Relations, Talent Management, Succession Planning, Human Resources, Recruiting, Benefits Administration, Labor Relations, Payroll, Leadership, Coaching, Policy, Process Improvement, Project Management, Onboarding, Performance Management, Management
Education
National Louis University
Master of Science (M.S.), Human Resources Development
Nova Southeastern University
Bachelor of Science (B.S.), Management
Sherry Lin's New York Life Insurance Company Experience September 2009 - Present
Job Senior partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2009 - Present
New York Life Insurance Company June 2006 - August 2009
New York Life Insurance Company May 2003 - May 2006
Skills
Financial Recruiting, College Recruiting, Insurance, Financial Services, Investments
Education
National Chengchi University
International Business/Trade/Commerce
New York Life Insurance Company September 2009 - Present
New York Life Insurance Company June 2006 - August 2009
New York Life Insurance Company May 2003 - May 2006
Skills
Financial Recruiting, College Recruiting, Insurance, Financial Services, Investments
Education
National Chengchi University
International Business/Trade/Commerce
Kristina DeCarlo's New York Life Insurance Company Experience June 2012 - November 2012
Job .
Industry Sports
Experience
The Madison Square Garden Company December 2012 - November 2014
New York Life Insurance Company June 2012 - November 2012
Mount Saint Mary College August 2009 - May 2011
Mount Saint Mary College August 2010 - December 2010
Mount Saint Mary College July 2008 - July 2010
Mount Saint Mary College August 2007 - May 2009
Education
Mount Saint Mary College 2007 — 2011
BA, Communications/Business
The Madison Square Garden Company December 2012 - November 2014
New York Life Insurance Company June 2012 - November 2012
Mount Saint Mary College August 2009 - May 2011
Mount Saint Mary College August 2010 - December 2010
Mount Saint Mary College July 2008 - July 2010
Mount Saint Mary College August 2007 - May 2009
Education
Mount Saint Mary College 2007 — 2011
BA, Communications/Business
Sean Gooden's New York Life Insurance Company Experience October 2013 - Present
Job Dedicated Financial Services Professional creating and preserving wealth for families & businesses in the State of Texas
Industry Insurance
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company October 2013 - Present
Gooden Sweet Gourmet Treats, LLC April 2010 - Present
Pharmaco January 2013 - September 2013
MarketStar September 2012 - January 2013
Austin American-Statesman 2004 - 2005
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, IRA Rollovers, Buy-sell Agreements, Annuity Sales, Account Management, Lifetime Income..., Education Funding..., Direct Sales, Legacy Planning, Multi-generational..., Business Succession..., Customer Satisfaction, Seminar Marketing, Supplements to Employee..., Investments, Leadership, Key Person Insurance, Grandchild Gifting, Wealth Preservation..., IRAs, Succession Planning, Entrepreneurship
Education
Morehouse College
Degree in progress, Political Science and Government
U.T. McCombs School of Business
CMBA Program Graduate, Community Minority Business Advancement Program
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company October 2013 - Present
Gooden Sweet Gourmet Treats, LLC April 2010 - Present
Pharmaco January 2013 - September 2013
MarketStar September 2012 - January 2013
Austin American-Statesman 2004 - 2005
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, IRA Rollovers, Buy-sell Agreements, Annuity Sales, Account Management, Lifetime Income..., Education Funding..., Direct Sales, Legacy Planning, Multi-generational..., Business Succession..., Customer Satisfaction, Seminar Marketing, Supplements to Employee..., Investments, Leadership, Key Person Insurance, Grandchild Gifting, Wealth Preservation..., IRAs, Succession Planning, Entrepreneurship
Education
Morehouse College
Degree in progress, Political Science and Government
U.T. McCombs School of Business
CMBA Program Graduate, Community Minority Business Advancement Program
Sergey Shapoval, PMP's New York Life Insurance Company Experience June 2015 - Present
Job Sr. Project Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
MetLife May 2006 - April 2015
Lehman Brothers 1996 - 2006
JLL Consulting December 1995 - December 1997
Skills
Program Management, Agile Project Management, SDLC, Business Analysis, IT Strategy, Risk Management, Vendor Management, Business Requirements, Software Project..., Requirements Analysis, Enterprise Architecture, Financial Services, Agile Methodologies, User Acceptance Testing, PMO, PMP, Project Management, Financial Risk, Trading Systems, Requirements Gathering, Management
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1983 — 1988
Master of Engineering (M.Eng.), Systems Engineering
Liceum 79 Information Technologies, Kiev, Ukraine
High School Diploma, General
New York Life Insurance Company June 2015 - Present
MetLife May 2006 - April 2015
Lehman Brothers 1996 - 2006
JLL Consulting December 1995 - December 1997
Skills
Program Management, Agile Project Management, SDLC, Business Analysis, IT Strategy, Risk Management, Vendor Management, Business Requirements, Software Project..., Requirements Analysis, Enterprise Architecture, Financial Services, Agile Methodologies, User Acceptance Testing, PMO, PMP, Project Management, Financial Risk, Trading Systems, Requirements Gathering, Management
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1983 — 1988
Master of Engineering (M.Eng.), Systems Engineering
Liceum 79 Information Technologies, Kiev, Ukraine
High School Diploma, General
Alberto Portela's New York Life Insurance Company Experience September 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
Ardmore Toyota November 2007 - September 2014
Ardmore Toyota November 2007 - September 2011
Orthofix March 2006 - September 2007
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
Skills
Public Speaking, 401k Rollovers, Asset Protection, Business Insurance..., Customer Satisfaction, Education Funding..., Estate Planning, Insurance, IRA Rollovers, Leadership, Legacy Planning, LGBT Planning, Licensed Life Insurance..., Lifetime Income..., Multi-generational..., Permanent Life Insurance, Personal Finance, Problem Solving, Retirement Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Key Person Insurance, Annuity Sales, Grandchild Gifting, Life Insurance, Management, Sales, Retirement, Sales Management
Education
Wilmington College 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mount Saint Mary's College 1999 — 2003
Bachelor's degree, History
New York Life Insurance Company September 2014 - Present
Ardmore Toyota November 2007 - September 2014
Ardmore Toyota November 2007 - September 2011
Orthofix March 2006 - September 2007
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
BDP International 2003 - 2006
Skills
Public Speaking, 401k Rollovers, Asset Protection, Business Insurance..., Customer Satisfaction, Education Funding..., Estate Planning, Insurance, IRA Rollovers, Leadership, Legacy Planning, LGBT Planning, Licensed Life Insurance..., Lifetime Income..., Multi-generational..., Permanent Life Insurance, Personal Finance, Problem Solving, Retirement Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Key Person Insurance, Annuity Sales, Grandchild Gifting, Life Insurance, Management, Sales, Retirement, Sales Management
Education
Wilmington College 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mount Saint Mary's College 1999 — 2003
Bachelor's degree, History
Dwight Wilson's New York Life Insurance Company Experience January 2011 - April 2012
Job Government Relations Specialist
Industry Financial Services
Experience
. September 2013 - Present
City of Philadelphia May 2012 - August 2013
New York Life Insurance Company January 2011 - April 2012
Borough of Lawnside August 2007 - August 2010
City of Trenton 1999 - 2003
Home buyer 1999 - 2003
Leadership Trenton 2002 - 2002
Skills
Retirement Planning, Nonprofits, Policy, Government, Grant Writing, Public Relations, Leadership Development, Grants, Public Speaking, Budgets, Policy Analysis, Strategic Planning, Fundraising, Program Development, Community Outreach
Education
Morehouse College 1991 — 1996
B.A., Urban Studies
Leadership Trenton
. September 2013 - Present
City of Philadelphia May 2012 - August 2013
New York Life Insurance Company January 2011 - April 2012
Borough of Lawnside August 2007 - August 2010
City of Trenton 1999 - 2003
Home buyer 1999 - 2003
Leadership Trenton 2002 - 2002
Skills
Retirement Planning, Nonprofits, Policy, Government, Grant Writing, Public Relations, Leadership Development, Grants, Public Speaking, Budgets, Policy Analysis, Strategic Planning, Fundraising, Program Development, Community Outreach
Education
Morehouse College 1991 — 1996
B.A., Urban Studies
Leadership Trenton
Stuart Wiesenberger's New York Life Insurance Company Experience September 1995 - August 1999
Job Independent Insurance Professional; Group Health and Employee Benefits Specialist; Personal Insurance
Industry Insurance
Experience
The Wiesenberger Group August 1999 - Present
New York Life Insurance Company September 1995 - August 1999
Skills
Disability Insurance, Fixed Annuities, Employee Benefits Design, Long Term Care Insurance, Life and Health...
Education
Penn State University
Muhlenberg College
The Wiesenberger Group August 1999 - Present
New York Life Insurance Company September 1995 - August 1999
Skills
Disability Insurance, Fixed Annuities, Employee Benefits Design, Long Term Care Insurance, Life and Health...
Education
Penn State University
Muhlenberg College
Timothy Wrynn's New York Life Insurance Company Experience December 2011 - May 2012
Job Student at Fairleigh Dickinson University Silberman College of Business
Industry Accounting
Experience
Madison Area YMCA January 2013 - Present
Hoboken Farms September 2012 - June 2014
MetLife June 2012 - September 2012
New York Life Insurance Company December 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
Muhlenberg College 2007 — 2011
Bachelor of Arts (BA), Business Administration concentration in Entrepreneurial Studies/ Mathematics
Madison Area YMCA January 2013 - Present
Hoboken Farms September 2012 - June 2014
MetLife June 2012 - September 2012
New York Life Insurance Company December 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
Muhlenberg College 2007 — 2011
Bachelor of Arts (BA), Business Administration concentration in Entrepreneurial Studies/ Mathematics
Dean Purdy'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
Long-term Care, Retirement, Retirement Planning, Insurance, Long Term Care Insurance, Disability Insurance, 401k, Life Insurance, Term Life Insurance, Strategic Financial..., College Savings Plans, Variable Annuities, Buy-sell Agreements, 401k Rollovers, Roth IRA, 529 Plans, IRAs, Series 6, Life & Health Insurance..., Wealth Accumulation
Education
Mount Saint Mary College 2010 — 2012
Master of Business Administration (MBA), Business Admin, 3.75
New York Life Insurance Company
Skills
Long-term Care, Retirement, Retirement Planning, Insurance, Long Term Care Insurance, Disability Insurance, 401k, Life Insurance, Term Life Insurance, Strategic Financial..., College Savings Plans, Variable Annuities, Buy-sell Agreements, 401k Rollovers, Roth IRA, 529 Plans, IRAs, Series 6, Life & Health Insurance..., Wealth Accumulation
Education
Mount Saint Mary College 2010 — 2012
Master of Business Administration (MBA), Business Admin, 3.75
Dan Daugherty's New York Life Insurance Company Experience July 1977 - November 1977
Job operations/returns at My Office Products
Industry Business Supplies and Equipment
Experience
My Office Products November 2007 - Present
New York Life Insurance Company July 1977 - November 1977
Skills
B2B, Sales Process, Operations Management
Education
Mount Vernon Nazarene University 1971 — 1972
Psychology
My Office Products November 2007 - Present
New York Life Insurance Company July 1977 - November 1977
Skills
B2B, Sales Process, Operations Management
Education
Mount Vernon Nazarene University 1971 — 1972
Psychology
Sheila Sweeney's New York Life Insurance Company Experience 1977 - 1980
Job Vice President, Employee Benefits at Assurant, Inc.
Industry Insurance
Experience
Assurant, Inc. November 1992 - Present
Assurant, Inc. January 2007 - December 2009
Assurant, Inc. January 2001 - December 2006
Assurant, Inc. August 1996 - December 2000
Deloitte Haskins & Sells 1980 - 1990
New York Life Insurance Company 1977 - 1980
Skills
Health & Welfare Plan..., Benefits Communication, CDHP, Health Insurance, Benefits Administration, 401(k), Employee Wellness..., Health Savings Accounts, Process Improvement
Education
SUNY Plattsburgh 1975 — 1977
BA, Sociology
Nassau Community College 1973 — 1975
AA, Liberal Arts
Assurant, Inc. November 1992 - Present
Assurant, Inc. January 2007 - December 2009
Assurant, Inc. January 2001 - December 2006
Assurant, Inc. August 1996 - December 2000
Deloitte Haskins & Sells 1980 - 1990
New York Life Insurance Company 1977 - 1980
Skills
Health & Welfare Plan..., Benefits Communication, CDHP, Health Insurance, Benefits Administration, 401(k), Employee Wellness..., Health Savings Accounts, Process Improvement
Education
SUNY Plattsburgh 1975 — 1977
BA, Sociology
Nassau Community College 1973 — 1975
AA, Liberal Arts
Diane Mandel's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Bulldog Law January 2011 - 2013
YMCA January 2011 - January 2012
JPMorgan Chase October 1987 - January 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, PowerPoint, Research, Outlook, Management, Event Planning, Leadership
Education
Nassau Community College
Credits , Business, Management, Marketing, and Related Support Services
West Babylon
New York Life Insurance Company August 2015 - Present
Bulldog Law January 2011 - 2013
YMCA January 2011 - January 2012
JPMorgan Chase October 1987 - January 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, PowerPoint, Research, Outlook, Management, Event Planning, Leadership
Education
Nassau Community College
Credits , Business, Management, Marketing, and Related Support Services
West Babylon
Thomas Dawes's New York Life Insurance Company Experience July 2003 - October 2004
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Prudential Financial March 2006 - January 2015
SunAmerica March 2005 - March 2006
New York Life Insurance Company July 2003 - October 2004
Great-West Retirement Services February 2000 - June 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, Financial Services, Pensions, IRAs, Investment Advisory, Wealth Management, FINRA, Employee Benefits, Strategic Financial..., Insurance, Asset Management, Relationship Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1996 — 1999
BS, Business with and Emphasis in Financial Services
Moorpark College 1993 — 1996
TIAA-CREF January 2015 - Present
Prudential Financial March 2006 - January 2015
SunAmerica March 2005 - March 2006
New York Life Insurance Company July 2003 - October 2004
Great-West Retirement Services February 2000 - June 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, Financial Services, Pensions, IRAs, Investment Advisory, Wealth Management, FINRA, Employee Benefits, Strategic Financial..., Insurance, Asset Management, Relationship Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1996 — 1999
BS, Business with and Emphasis in Financial Services
Moorpark College 1993 — 1996
Joe Bellanti's New York Life Insurance Company Experience May 1977 - August 1991
Job Pastor at Community Bible Church, Kennewick, WA
Industry Religious Institutions
Experience
Community Bible Church, Kennewick, WA January 1991 - Present
Community Bible Church January 1991 - Present
New York Life Insurance Company May 1977 - August 1991
Skills
Biblical Studies, Public Speaking, Discipleship, Theology, Pastoral Care, Preaching, Teaching, Pastoral Counseling
Education
Mulnomah University 1959 — 1962
Theology/Theological Studies
Multnomah University 1959 — 1962
Bachelor's degree, Theology/Theological Studies
Community Bible Church, Kennewick, WA January 1991 - Present
Community Bible Church January 1991 - Present
New York Life Insurance Company May 1977 - August 1991
Skills
Biblical Studies, Public Speaking, Discipleship, Theology, Pastoral Care, Preaching, Teaching, Pastoral Counseling
Education
Mulnomah University 1959 — 1962
Theology/Theological Studies
Multnomah University 1959 — 1962
Bachelor's degree, Theology/Theological Studies
Tammarah Price's New York Life Insurance Company Experience May 2011 - Present
Job Financial Services Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
Internal Revenue Service February 2009 - November 2011
Farmers Insurance August 2005 - August 2010
Aflac 2008 - 2010
Skills
LUTCF
Education
The American College 2007 — 2011
LUTCF
Napa Valley College 1990 — 1993
Business
New York Life Insurance Company May 2011 - Present
Internal Revenue Service February 2009 - November 2011
Farmers Insurance August 2005 - August 2010
Aflac 2008 - 2010
Skills
LUTCF
Education
The American College 2007 — 2011
LUTCF
Napa Valley College 1990 — 1993
Business
Kurt Snowley's New York Life Insurance Company Experience September 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
Costco Wholesale September 2012 - September 2013
Education
New Mexico State University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Mt. Hood Community College 2007 — 2009
Associate's degree, General Studies
New York Life Insurance Company September 2013 - Present
Costco Wholesale September 2012 - September 2013
Education
New Mexico State University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Mt. Hood Community College 2007 — 2009
Associate's degree, General Studies
Brandon Crosby's New York Life Insurance Company Experience 2014 - Present
Job Insurance Agent
Industry Retail
Experience
New York Life Insurance Company 2014 - Present
Skills
Retail, Visual Merchandising, Inventory Management, Retail Sales, Store Management, Loss Prevention, Time Management, Customer Satisfaction, Operations Management, Financial Analysis, Financial Reporting
Education
Morgan State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company 2014 - Present
Skills
Retail, Visual Merchandising, Inventory Management, Retail Sales, Store Management, Loss Prevention, Time Management, Customer Satisfaction, Operations Management, Financial Analysis, Financial Reporting
Education
Morgan State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Juan Carlos Sotelo's New York Life Insurance Company Experience January 2007 - December 2007
Job Attended Mountain View College
Industry Retail
Experience
T-Mobile January 2008 - Present
New York Life Insurance Company January 2007 - December 2007
Skills
Sales Management, Sales Operations, Inventory Management, People Skills, People Development, Customer Service, Customer Satisfaction, Customer Support, Employee Training, Objection Handling, Customer Escalation..., Cash Management, Marketing Strategy, Business Strategy, Business Process..., Quarterly Reviews, Quarterly Reporting, Job Coaching
Education
Mountain View College 2000 — 2005
Duncanville High School 1996 — 2000
T-Mobile January 2008 - Present
New York Life Insurance Company January 2007 - December 2007
Skills
Sales Management, Sales Operations, Inventory Management, People Skills, People Development, Customer Service, Customer Satisfaction, Customer Support, Employee Training, Objection Handling, Customer Escalation..., Cash Management, Marketing Strategy, Business Strategy, Business Process..., Quarterly Reviews, Quarterly Reporting, Job Coaching
Education
Mountain View College 2000 — 2005
Duncanville High School 1996 — 2000
Frank Citera's New York Life Insurance Company Experience August 2012 - Present
Job Senior Associate at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company November 2010 - August 2012
The Segal Company November 2007 - October 2010
Skills
Financial Modeling, Employee Benefits, Actuarial Science, Financial Analysis, Retirement, Valuation, Pensions, Risk Management, Insurance, Underwriting, Investments, Life Insurance, Health Insurance, Financial Services, Financial Risk
Education
Muhlenberg College 2003 — 2007
Bachelor of Science (BS), Mathematics and Natural Sciences
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company November 2010 - August 2012
The Segal Company November 2007 - October 2010
Skills
Financial Modeling, Employee Benefits, Actuarial Science, Financial Analysis, Retirement, Valuation, Pensions, Risk Management, Insurance, Underwriting, Investments, Life Insurance, Health Insurance, Financial Services, Financial Risk
Education
Muhlenberg College 2003 — 2007
Bachelor of Science (BS), Mathematics and Natural Sciences