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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Bob Abbott Bob Abbott's New York Life Insurance Company Experience 2014 - 2015
Job Caring Financial Services Professional helping families in greater Boston area through NYLIFE Securities LLC.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
iFocus Financial May 2013 - September 2013
Fidelity Investments - Institutional Wealth Services 2008 - March 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 1996 - 2006
Skills
Mutual Funds, Financial Services, Investments, Retirement, Relationship Management, Retirement Planning, Fixed Annuities, 401(k) Rollovers, IRA Rollovers, Term Life Insurance, Permanent Life Insurance, Life Insurance..., Annuity Sales, Wealth Preservation..., Personal Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Business
Saint Lawrence University 1987 — 1991
BA, English Lit
Holderness School 1986 — 1987
High School, HS Diploma
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
iFocus Financial May 2013 - September 2013
Fidelity Investments - Institutional Wealth Services 2008 - March 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 1996 - 2006
Skills
Mutual Funds, Financial Services, Investments, Retirement, Relationship Management, Retirement Planning, Fixed Annuities, 401(k) Rollovers, IRA Rollovers, Term Life Insurance, Permanent Life Insurance, Life Insurance..., Annuity Sales, Wealth Preservation..., Personal Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Business
Saint Lawrence University 1987 — 1991
BA, English Lit
Holderness School 1986 — 1987
High School, HS Diploma
Keven French Keven French's New York Life Insurance Company Experience July 2011 - April 2013
Job Financial Specialist at 21st Century Financial
Industry Financial Services
Experience
21st Century Financial August 2015 - Present
PNC July 2014 - July 2015
AXA Advisors November 2013 - June 2014
212 Capital Group April 2013 - November 2013
New York Life Insurance Company July 2011 - April 2013
Progressive Insurance June 2003 - December 2010
H2N Design March 1995 - May 2003
Carpenter Reserve Printing March 1993 - March 1995
Tecnicom Printing and Publishing April 1991 - March 1993
Packaging Corporation of America May 1989 - April 1991
Education
Baldwin-Wallace College
Bachelor's Degree
21st Century Financial August 2015 - Present
PNC July 2014 - July 2015
AXA Advisors November 2013 - June 2014
212 Capital Group April 2013 - November 2013
New York Life Insurance Company July 2011 - April 2013
Progressive Insurance June 2003 - December 2010
H2N Design March 1995 - May 2003
Carpenter Reserve Printing March 1993 - March 1995
Tecnicom Printing and Publishing April 1991 - March 1993
Packaging Corporation of America May 1989 - April 1991
Education
Baldwin-Wallace College
Bachelor's Degree
Donnarose Storer Donnarose Storer's New York Life Insurance Company Experience March 2013 - July 2014
Job Legal Administrative Assistant at Yost & Baill, LLP
Industry Legal Services
Experience
Yost & Baill, LLP July 2014 - March 2015
New York Life Insurance Company March 2013 - July 2014
ACR Homes, Inc April 2007 - July 2013
BNU-HKBU United International College August 2010 - June 2011
Skills
Teaching, Intercultural..., Community Outreach, Tutoring, Non-profits, Microsoft Office, Research, Public Speaking, Higher Education, Event Management, Nonprofits, Fundraising, Event Planning, Program Development, Volunteer Management, Customer Service, PowerPoint, Social Media
Education
Augsburg College 2006 — 2010
Bachelors, Political Science, Pre Law, International Relations
Yost & Baill, LLP July 2014 - March 2015
New York Life Insurance Company March 2013 - July 2014
ACR Homes, Inc April 2007 - July 2013
BNU-HKBU United International College August 2010 - June 2011
Skills
Teaching, Intercultural..., Community Outreach, Tutoring, Non-profits, Microsoft Office, Research, Public Speaking, Higher Education, Event Management, Nonprofits, Fundraising, Event Planning, Program Development, Volunteer Management, Customer Service, PowerPoint, Social Media
Education
Augsburg College 2006 — 2010
Bachelors, Political Science, Pre Law, International Relations
Lee Webber Lee Webber's New York Life Insurance Company Experience February 2013 - Present
Job Corporate Vice President Process & Metrics at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
200 Woodland Associates May 2009 - Present
Credit Suisse June 2010 - July 2012
Pali Capital Inc. March 2009 - May 2009
Bear Stearns November 2005 - August 2008
Bear Stearns 2001 - 2006
Bear Stearns April 2000 - April 2001
Qwest Communications November 1998 - April 2000
Skills
Project Management, Desktop Support, IT Management, Team Building, Negotiation, Microsoft Office, Vendor Management, Creative Problem Solving, Collaborative Problem..., Project Coordination, Test Management, Project Implementation, People Management, Leading People, Team Leadership, Leadership Development, Cross-functional Team..., Organizational..., Organizational..., Process Management, Process Improvement, Staff Development, Staff Management, Customer Service, Service Management, IT Service Management, Service Delivery, Metrics, Organizational Design, Organizational Structure, Strategic Vision, Wireless Mobility, Mobile Devices, PMP, IT Strategy, Project Delivery, Business Analysis, Program Management, Change Management, Management, ITIL, Desktop Application..., Desktop Support..., Analysis, Leadership, Process Simulation, Disaster Recovery, Budgets, Technical Support, Integration
Education
Help Desk Institute 2013 — 2013
HDI Support Center Director
Project Management Institute 2010 — 2010
PMP Certification, Project Management
Babson College
BS, Business Administration
New York Life Insurance Company February 2013 - Present
200 Woodland Associates May 2009 - Present
Credit Suisse June 2010 - July 2012
Pali Capital Inc. March 2009 - May 2009
Bear Stearns November 2005 - August 2008
Bear Stearns 2001 - 2006
Bear Stearns April 2000 - April 2001
Qwest Communications November 1998 - April 2000
Skills
Project Management, Desktop Support, IT Management, Team Building, Negotiation, Microsoft Office, Vendor Management, Creative Problem Solving, Collaborative Problem..., Project Coordination, Test Management, Project Implementation, People Management, Leading People, Team Leadership, Leadership Development, Cross-functional Team..., Organizational..., Organizational..., Process Management, Process Improvement, Staff Development, Staff Management, Customer Service, Service Management, IT Service Management, Service Delivery, Metrics, Organizational Design, Organizational Structure, Strategic Vision, Wireless Mobility, Mobile Devices, PMP, IT Strategy, Project Delivery, Business Analysis, Program Management, Change Management, Management, ITIL, Desktop Application..., Desktop Support..., Analysis, Leadership, Process Simulation, Disaster Recovery, Budgets, Technical Support, Integration
Education
Help Desk Institute 2013 — 2013
HDI Support Center Director
Project Management Institute 2010 — 2010
PMP Certification, Project Management
Babson College
BS, Business Administration
Jeff Bullard, CFP, CLU, LUTCF Jeff Bullard, CFP, CLU, LUTCF's New York Life Insurance Company Experience June 2001 - February 2004
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners November 2009 - Present
The Phoenix Companies March 2008 - November 2009
State Farm Insurance February 2004 - March 2008
New York Life Insurance Company June 2001 - February 2004
Bullard Distributing January 1995 - July 2000
Skills
Sales, Negotiation, Public Speaking, Team Building, Estate Planning, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Series 63, Series 6, Sales Management, New Business Development, Income Protection, Strategic Planning, Business Planning, Strategic Financial...
Education
Austin College 1992 — 1994
BLA, Political Science and Government / English Literature
Grayson College 1990 — 1991
Music Theory and Composition / Pre-Law
The American College
CFP, CLU, LUTCF
Saybrus Partners November 2009 - Present
The Phoenix Companies March 2008 - November 2009
State Farm Insurance February 2004 - March 2008
New York Life Insurance Company June 2001 - February 2004
Bullard Distributing January 1995 - July 2000
Skills
Sales, Negotiation, Public Speaking, Team Building, Estate Planning, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Series 63, Series 6, Sales Management, New Business Development, Income Protection, Strategic Planning, Business Planning, Strategic Financial...
Education
Austin College 1992 — 1994
BLA, Political Science and Government / English Literature
Grayson College 1990 — 1991
Music Theory and Composition / Pre-Law
The American College
CFP, CLU, LUTCF
David A. Lyons, MSFS, CLU, ChFC David A. Lyons, MSFS, CLU, ChFC's New York Life Insurance Company Experience June 2008 - April 2014
Job Sales Training Professional | Coach | Speaker | Author |
Industry Professional Training & Coaching
Experience
David A. Lyons April 2014 - Present
New York Life Insurance Company June 2008 - April 2014
New York Life Insurance Company July 1993 - June 2008
New York Life Insurance Company July 1990 - June 1993
New York Life Insurance Company December 1988 - July 1990
Laub Auto Parts April 1979 - December 1988
Skills
Training, Coaching, Salesforce Training, Leadership Development, Public Speaking, Leadership, Team Building, Fixed Annuities, Life Insurance, Retirement, Sales Management, Retirement Planning, Estate Planning, Small Business, Marketing, Management
Education
The American College 2002 — 2004
Masters, Financial Services
The American College 1995 — 1999
CLU, ChFC, Insurance
Ball State University
BS, Biology
David A. Lyons April 2014 - Present
New York Life Insurance Company June 2008 - April 2014
New York Life Insurance Company July 1993 - June 2008
New York Life Insurance Company July 1990 - June 1993
New York Life Insurance Company December 1988 - July 1990
Laub Auto Parts April 1979 - December 1988
Skills
Training, Coaching, Salesforce Training, Leadership Development, Public Speaking, Leadership, Team Building, Fixed Annuities, Life Insurance, Retirement, Sales Management, Retirement Planning, Estate Planning, Small Business, Marketing, Management
Education
The American College 2002 — 2004
Masters, Financial Services
The American College 1995 — 1999
CLU, ChFC, Insurance
Ball State University
BS, Biology
Tania Herbert, MBA Tania Herbert, MBA's New York Life Insurance Company Experience June 2008 - August 2014
Job Agency Sales Manager at MassMutual Greater Los Angeles
Industry Financial Services
Experience
MassMutual Greater Los Angeles August 2014 - Present
New York Life Insurance Company June 2008 - August 2014
Skills
Leadership, Insurance, Coaching, Small Business, Training, Recruiting, Analysis, Sales, Life Insurance, Finance, Financial Services, New Business Development, Employee Benefits, Customer Service, Retirement Planning, IRAs, Marketing, Strategic Planning, Series 6, College Savings Plans, Series 63, Wealth Management..., Estate Planning
Education
Azusa Pacific University 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Fundação Getúlio Vargas 2003 — 2005
Marketing
National University San Antonio Abad Del Cusco. Cusco, Peru(SouthAmerica) 1999 — 2003
Bachelor of Science (B.S.), Economics
UCLA
MassMutual Greater Los Angeles August 2014 - Present
New York Life Insurance Company June 2008 - August 2014
Skills
Leadership, Insurance, Coaching, Small Business, Training, Recruiting, Analysis, Sales, Life Insurance, Finance, Financial Services, New Business Development, Employee Benefits, Customer Service, Retirement Planning, IRAs, Marketing, Strategic Planning, Series 6, College Savings Plans, Series 63, Wealth Management..., Estate Planning
Education
Azusa Pacific University 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Fundação Getúlio Vargas 2003 — 2005
Marketing
National University San Antonio Abad Del Cusco. Cusco, Peru(SouthAmerica) 1999 — 2003
Bachelor of Science (B.S.), Economics
UCLA
Alejandro Cuevas Alejandro Cuevas's New York Life Insurance Company Experience January 2014 - May 2015
Job Master of Science in Finance (MSF) Candidate at Villanova University
Industry Financial Services
Experience
Villanova University June 2015 - Present
New York Life Insurance Company January 2014 - May 2015
McCoy College Endowment Student-Managed Fund May 2014 - August 2014
McCoy College Endowment Student-Managed Fund January 2014 - May 2014
New York Life Insurance Company July 2013 - December 2013
It's A Grind Coffee House August 2012 - August 2013
Skills
Finance, Investments, Microsoft Excel, Financial Modeling, Financial Markets, Financial Analysis, Banking, Credit, Insurance, Corporate Finance, Bloomberg, Equities, Strategic Financial..., Mutual Funds, Management, Financial Risk, Analysis, Securities, Financial Planning
Education
Villanova University 2015 — 2016
Master of Science (MS), Finance, 3.89 / 4.00 GPA
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance, 3.96 / 4.00 GPA
Austin Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Commercial Music Management
Villanova University June 2015 - Present
New York Life Insurance Company January 2014 - May 2015
McCoy College Endowment Student-Managed Fund May 2014 - August 2014
McCoy College Endowment Student-Managed Fund January 2014 - May 2014
New York Life Insurance Company July 2013 - December 2013
It's A Grind Coffee House August 2012 - August 2013
Skills
Finance, Investments, Microsoft Excel, Financial Modeling, Financial Markets, Financial Analysis, Banking, Credit, Insurance, Corporate Finance, Bloomberg, Equities, Strategic Financial..., Mutual Funds, Management, Financial Risk, Analysis, Securities, Financial Planning
Education
Villanova University 2015 — 2016
Master of Science (MS), Finance, 3.89 / 4.00 GPA
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance, 3.96 / 4.00 GPA
Austin Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Commercial Music Management
Nic Hickox Nic Hickox's New York Life Insurance Company Experience May 2013 - October 2013
Job Owner & Operator The MiniBar bartending services,
Industry Retail
Experience
The MiniBar: Questioning The Bar! November 2013 - Present
HEB April 2007 - Present
New York Life Insurance Company May 2013 - October 2013
Airship Isabella June 2008 - July 2012
Rockin A Cafe July 2005 - May 2008
Skills
Bartending, OS X, Networking, Customer Service, Computer Hardware, Computer Repair, Customer Satisfaction, Blogging, Sales, Social Networking, Management, Security, Telephone Skills, Marketing, Event Planning, Small Business, Social Media, Team Building, Fire Spinning, Windows, Windows 7, Data Entry, Event Management, Cash Handling Experience, Microsoft Office, Leadership
Education
Austin Community College 2010 — 2016
Homeschooled 2003 — 2005
graduated, High School/Secondary Diplomas and Certificates
The MiniBar: Questioning The Bar! November 2013 - Present
HEB April 2007 - Present
New York Life Insurance Company May 2013 - October 2013
Airship Isabella June 2008 - July 2012
Rockin A Cafe July 2005 - May 2008
Skills
Bartending, OS X, Networking, Customer Service, Computer Hardware, Computer Repair, Customer Satisfaction, Blogging, Sales, Social Networking, Management, Security, Telephone Skills, Marketing, Event Planning, Small Business, Social Media, Team Building, Fire Spinning, Windows, Windows 7, Data Entry, Event Management, Cash Handling Experience, Microsoft Office, Leadership
Education
Austin Community College 2010 — 2016
Homeschooled 2003 — 2005
graduated, High School/Secondary Diplomas and Certificates
David Duffell David Duffell's New York Life Insurance Company Experience October 1981 - May 1986
Job Independent Cruise & Travel Specialist at Cruise One
Industry Leisure, Travel & Tourism
Experience
Cruise One July 2008 - Present
New York Life Insurance Company October 1981 - May 1986
U.S. Air Force Retired August 1961 - October 1981
Skills
Cruises, Vacation, Leisure Travel, Honeymoons, Tourism, Leisure, Sabre, Travel Planning, Hotels, Resorts, Online Travel, Travel Insurance, Family Reunions
Education
Ball State University 1976 — 1977
Master of Arts (MA), Educational Psychology
University of Colorado at Boulder 1968 — 1970
Bachelor’s Degree, Manpower Management
Cruise One July 2008 - Present
New York Life Insurance Company October 1981 - May 1986
U.S. Air Force Retired August 1961 - October 1981
Skills
Cruises, Vacation, Leisure Travel, Honeymoons, Tourism, Leisure, Sabre, Travel Planning, Hotels, Resorts, Online Travel, Travel Insurance, Family Reunions
Education
Ball State University 1976 — 1977
Master of Arts (MA), Educational Psychology
University of Colorado at Boulder 1968 — 1970
Bachelor’s Degree, Manpower Management
Judith Wolan Judith Wolan's New York Life Insurance Company Experience September 2013 - Present
Job Annuity Service Center at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company September 2013 - Present
Carnegie Capital Partners January 1997 - July 2012
Carnegie Capital Asset Management Company January 2003 - August 2009
Carnegie Capital Management Company January 1994 - January 1997
Skills
Securities, Finance, Customer Service, Mutual Funds, Credit, Financial Analysis, Investments, Portfolio Management, Fund Accounting, Finacial Reporting, Client Relations Skills, Account Administration, Accounts Payble, Accounts Receivable, Trade Securities, Microsoft Office, Accounting, Account Reconciliation, Financial Statements, Budgets, Fund Administration
Education
Cleveland State University 2003 — 2004
Accelerated MBA, MBA
Baldwin-Wallace College
Bachelor of Arts (BA), Finance
Brooklyn High School 1976 — 1980
High School
New York Life Insurance Company September 2013 - Present
Carnegie Capital Partners January 1997 - July 2012
Carnegie Capital Asset Management Company January 2003 - August 2009
Carnegie Capital Management Company January 1994 - January 1997
Skills
Securities, Finance, Customer Service, Mutual Funds, Credit, Financial Analysis, Investments, Portfolio Management, Fund Accounting, Finacial Reporting, Client Relations Skills, Account Administration, Accounts Payble, Accounts Receivable, Trade Securities, Microsoft Office, Accounting, Account Reconciliation, Financial Statements, Budgets, Fund Administration
Education
Cleveland State University 2003 — 2004
Accelerated MBA, MBA
Baldwin-Wallace College
Bachelor of Arts (BA), Finance
Brooklyn High School 1976 — 1980
High School
Philip Russo Philip Russo's New York Life Insurance Company Experience May 2013 - August 2013
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Markeith Saddler Markeith Saddler's New York Life Insurance Company Experience November 2012 - October 2013
Job Aflac Agent
Industry Insurance
Experience
Aflac August 2015 - Present
UBU Photography July 2006 - Present
New York Life Insurance Company November 2012 - October 2013
Skills
Senior Portraits, Wedding Photography, Life Insurance, Term Life Insurance, Photography, Event Photography, Sales, Customer Satisfaction, Marketing, Insurance, Fixed Annuities, Key Person Insurance, Retirement Planning, Guaranteed Lifetime..., Key Person Protection, Permanent Life Insurance, College Funding..., Annuity Sales, 401k, Small Business, Roth IRA, Long Term Care Insurance, Long-term Care, IRAs, Disability Insurance, Retirement, Finance, Weddings, Portrait Photography, Public Speaking, Customer Service, Microsoft Office, Team Building
Education
Baker College Business and Corporate Services 2007 — 2010
Business Management/Entrepreneurship
Aflac August 2015 - Present
UBU Photography July 2006 - Present
New York Life Insurance Company November 2012 - October 2013
Skills
Senior Portraits, Wedding Photography, Life Insurance, Term Life Insurance, Photography, Event Photography, Sales, Customer Satisfaction, Marketing, Insurance, Fixed Annuities, Key Person Insurance, Retirement Planning, Guaranteed Lifetime..., Key Person Protection, Permanent Life Insurance, College Funding..., Annuity Sales, 401k, Small Business, Roth IRA, Long Term Care Insurance, Long-term Care, IRAs, Disability Insurance, Retirement, Finance, Weddings, Portrait Photography, Public Speaking, Customer Service, Microsoft Office, Team Building
Education
Baker College Business and Corporate Services 2007 — 2010
Business Management/Entrepreneurship
Jannet Castillo Jannet Castillo's New York Life Insurance Company Experience February 2014 - Present
Job Caring New York Life Agent protecting young families in the Central Valley
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Sullivan Learning Systems, Inc. August 2011 - February 2014
Sullivan Learning Systems, Inc September 2010 - April 2011
IES Engineering November 2008 - August 2009
Skills
Building Relationships, Permanent Life Insurance, Licensed Life Insurance..., Supplements to Employee..., Term Life Insurance, Estate Planning, Licensed in Long Term..., Communication Skills, Insurance, Education Funding..., Grandchild Gifting, Key Person Insurance, Retirement Planning, Small Business, Marketing, Training, AutoCAD, SketchUp, Competent computer..., Invoicing, Business Communications, Teaching, Social Skills, Community Outreach, Social Media, Customer Service, Public Speaking
Education
Bakersfield College 2003 — 2007
Associate's Degree, Communication, General
Mc Farland High School 1999 — 2003
High School
New York Life Insurance Company February 2014 - Present
Sullivan Learning Systems, Inc. August 2011 - February 2014
Sullivan Learning Systems, Inc September 2010 - April 2011
IES Engineering November 2008 - August 2009
Skills
Building Relationships, Permanent Life Insurance, Licensed Life Insurance..., Supplements to Employee..., Term Life Insurance, Estate Planning, Licensed in Long Term..., Communication Skills, Insurance, Education Funding..., Grandchild Gifting, Key Person Insurance, Retirement Planning, Small Business, Marketing, Training, AutoCAD, SketchUp, Competent computer..., Invoicing, Business Communications, Teaching, Social Skills, Community Outreach, Social Media, Customer Service, Public Speaking
Education
Bakersfield College 2003 — 2007
Associate's Degree, Communication, General
Mc Farland High School 1999 — 2003
High School
Aaron E. Baldwin Aaron E. Baldwin's New York Life Insurance Company Experience June 2012 - Present
Job Licensed Agent at New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
Pitney Bowes April 2006 - September 2010
PNC Bank, BNY Mellon Bank, CIGNA and DST Systems November 1993 - February 2006
Proforma November 1988 - November 1993
Skills
Product Development, Document Management, Records, Solution Selling, Content Management, New Business Development, Key Account Management, Sales Process, Process Improvement, Competitive Analysis, Professional Services, Digital Marketing, Retirement Planning, Life Insurance, Strategy, Selling, Consultative Selling, Serodiscordant Couple..., HIV Financial Planning, Strategy Development, Long Term Care Insurance, Estate Planning, Long Term Disability..., Business Development, Leadership, Marketing Communications, Program Management, Salesforce.com, Enterprise Software, Sales Operations, Management, Leadership Development, CRM, Sales, Business Intelligence, Account Management, Start-ups, Disability Insurance, Marketing, Analysis, Insurance, Cross-functional Team..., Integrated Marketing, Strategic Financial..., Financial Services, Financial Planning, Public Relations, Finance, Direct Sales, Grassroots Lobbying
Education
Rensselaer Polytechnic Institute 1997 — 1999
MBA, Marketing/Communications, 4.0 GPA
Baldwin Wallace University 1985 — 1989
BA, Political Science/Economics/International Relations
Martha's Vineyard Regional High School 1981 — 1985
College Prep, College Prep
New York Life Insurance Company June 2012 - Present
Pitney Bowes April 2006 - September 2010
PNC Bank, BNY Mellon Bank, CIGNA and DST Systems November 1993 - February 2006
Proforma November 1988 - November 1993
Skills
Product Development, Document Management, Records, Solution Selling, Content Management, New Business Development, Key Account Management, Sales Process, Process Improvement, Competitive Analysis, Professional Services, Digital Marketing, Retirement Planning, Life Insurance, Strategy, Selling, Consultative Selling, Serodiscordant Couple..., HIV Financial Planning, Strategy Development, Long Term Care Insurance, Estate Planning, Long Term Disability..., Business Development, Leadership, Marketing Communications, Program Management, Salesforce.com, Enterprise Software, Sales Operations, Management, Leadership Development, CRM, Sales, Business Intelligence, Account Management, Start-ups, Disability Insurance, Marketing, Analysis, Insurance, Cross-functional Team..., Integrated Marketing, Strategic Financial..., Financial Services, Financial Planning, Public Relations, Finance, Direct Sales, Grassroots Lobbying
Education
Rensselaer Polytechnic Institute 1997 — 1999
MBA, Marketing/Communications, 4.0 GPA
Baldwin Wallace University 1985 — 1989
BA, Political Science/Economics/International Relations
Martha's Vineyard Regional High School 1981 — 1985
College Prep, College Prep
Travis Hunt Travis Hunt's New York Life Insurance Company Experience December 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
PGN Financial Services, LLC December 2013 - October 2014
PwC March 2012 - August 2013
State Street Bank December 2006 - December 2010
Skills
Strategy, Investments, Strategic Planning, Leadership, Mutual Funds, Retirement Planning, Entrepreneurship, Marketing, Sales, 401k Rollovers, Asset Protection, Financial Services, Income Protection, Multi-generational..., Personal Finance, Relationship Building
Education
Baker University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Graceland University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
PGN Financial Services, LLC December 2013 - October 2014
PwC March 2012 - August 2013
State Street Bank December 2006 - December 2010
Skills
Strategy, Investments, Strategic Planning, Leadership, Mutual Funds, Retirement Planning, Entrepreneurship, Marketing, Sales, 401k Rollovers, Asset Protection, Financial Services, Income Protection, Multi-generational..., Personal Finance, Relationship Building
Education
Baker University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Graceland University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration
Mark Akerson's New York Life Insurance Company Experience March 2015 - Present
Job Compensation Management and Analysis
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life May 2014 - February 2015
Fidelity Investments January 2009 - 2013
Fidelity Investments 2004 - 2008
Fidelity Investments 2000 - 2004
Fidelity Investments March 1998 - February 2000
Paul Revere/Providence Life and Accident 1998 - 1998
Paul Revere Insurance 1994 - 1997
Skills
Compensation Structures, Sales Compensation, Performance Management, Deferred Compensation, Sales Operations, Strategic Planning, Financial Analysis, Talent Management, Operations Management, Executive Pay, Strategy, Leadership, 401k, Financial Services, Management, Program Management, Relationship Management, Vendor Management, Analysis, Consulting, Investments
Education
Babson College
Bachelor of Science, Finance
St John;s High School Shrewsbury MA
New York Life Insurance Company March 2015 - Present
New York Life May 2014 - February 2015
Fidelity Investments January 2009 - 2013
Fidelity Investments 2004 - 2008
Fidelity Investments 2000 - 2004
Fidelity Investments March 1998 - February 2000
Paul Revere/Providence Life and Accident 1998 - 1998
Paul Revere Insurance 1994 - 1997
Skills
Compensation Structures, Sales Compensation, Performance Management, Deferred Compensation, Sales Operations, Strategic Planning, Financial Analysis, Talent Management, Operations Management, Executive Pay, Strategy, Leadership, 401k, Financial Services, Management, Program Management, Relationship Management, Vendor Management, Analysis, Consulting, Investments
Education
Babson College
Bachelor of Science, Finance
St John;s High School Shrewsbury MA
Matt Horvath Matt Horvath's New York Life Insurance Company Experience January 2008 - Present
Job Service Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2008 - Present
Education
Baldwin-Wallace College 2011 — 2016
Finance, General, 3.59 (25 credits as of 9/13)
New York Life Insurance Company January 2008 - Present
Education
Baldwin-Wallace College 2011 — 2016
Finance, General, 3.59 (25 credits as of 9/13)
Wendy L. Ariza's New York Life Insurance Company Experience October 2001 - August 2003
Job Student at HunterBellevue School of Nursing
Industry Higher Education
Experience
Hunter-Bellevue School of Nursing VolunteerMetropolitan HospitalJanuary 2011 - August 2011
Elmhurst Hospital July 2010 - September 2010
American Express Company August 2004 - June 2007
New York Life Insurance Company October 2001 - August 2003
Education
City University of New York-Hunter College 2009 — 2012
BA, Psychology
Austin Community College 1998 — 2000
Biology
Hunter-Bellevue School of Nursing VolunteerMetropolitan HospitalJanuary 2011 - August 2011
Elmhurst Hospital July 2010 - September 2010
American Express Company August 2004 - June 2007
New York Life Insurance Company October 2001 - August 2003
Education
City University of New York-Hunter College 2009 — 2012
BA, Psychology
Austin Community College 1998 — 2000
Biology
Tina Liberti-Meeks, MA's New York Life Insurance Company Experience August 2011 - January 2012
Job Product Experience Coordinator
Industry Medical Devices
Experience
Biomet July 2014 - Present
Biomet June 2013 - July 2014
Goshert Insurance LLC January 2012 - June 2013
Mary Kay Inc. January 2012 - February 2013
New York Life Insurance Company August 2011 - January 2012
Western & Southern Financial Group April 2011 - July 2011
Culver's of Warsaw September 2010 - May 2011
Mary Kay Cosmetics 2010 - 2011
State Farm May 2008 - November 2009
Supreme Corporation January 2007 - February 2008
Skills
Sales, Microsoft Office, Typing, Computer Proficiency, Communication Skills, Multi-line Phone, Customer Service, Customer Support, Collaborative Problem..., Creative Solutions, Interpersonal..., Editing, PowerPoint, AS400 system, Outlook Express, Retail Sales, Work Well Independently, Teamwork, Cash Management, Insurance, Life Insurance, Property, Management, Health Insurance, Training, Cold Calling, Coaching, Team Leadership, Microsoft Word, Outlook, Time Management, Microsoft Excel, Team Building, Homeowners, General Insurance, Term Life Insurance, Umbrella Insurance, Commercial Insurance, Casualty
Education
University of Phoenix 2003 — 2005
Master of Arts, Organizational Management
Ball State University 1994 — 1999
Bachelor, General Studies w/minors in SPAA & Interpersonal Relations
Wawasee High School 1986 — 1990
Biomet July 2014 - Present
Biomet June 2013 - July 2014
Goshert Insurance LLC January 2012 - June 2013
Mary Kay Inc. January 2012 - February 2013
New York Life Insurance Company August 2011 - January 2012
Western & Southern Financial Group April 2011 - July 2011
Culver's of Warsaw September 2010 - May 2011
Mary Kay Cosmetics 2010 - 2011
State Farm May 2008 - November 2009
Supreme Corporation January 2007 - February 2008
Skills
Sales, Microsoft Office, Typing, Computer Proficiency, Communication Skills, Multi-line Phone, Customer Service, Customer Support, Collaborative Problem..., Creative Solutions, Interpersonal..., Editing, PowerPoint, AS400 system, Outlook Express, Retail Sales, Work Well Independently, Teamwork, Cash Management, Insurance, Life Insurance, Property, Management, Health Insurance, Training, Cold Calling, Coaching, Team Leadership, Microsoft Word, Outlook, Time Management, Microsoft Excel, Team Building, Homeowners, General Insurance, Term Life Insurance, Umbrella Insurance, Commercial Insurance, Casualty
Education
University of Phoenix 2003 — 2005
Master of Arts, Organizational Management
Ball State University 1994 — 1999
Bachelor, General Studies w/minors in SPAA & Interpersonal Relations
Wawasee High School 1986 — 1990
Kristen Sides Kristen Sides's New York Life Insurance Company Experience May 2007 - May 2009
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2012 - October 2014
Willis January 2012 - August 2012
Prudential Financial April 2010 - December 2011
State Farm Insurance May 2009 - April 2010
New York Life Insurance Company May 2007 - May 2009
Skills
Series 7, Series 66, Series 63, Series 6, Financial Services, Sales, Retirement Planning, Investments, Brokers, Life Insurance, Property & Casualty..., Insurance, Disability Insurance, Long-term Care, Retirement, 401k, Health Insurance, Term Life Insurance, Fixed Annuities, Commercial Insurance, Risk Management, Mutual Funds, Finance
Education
Auburn University, College of Business 2003 — 2007
Bachlors, Marketing
TD Ameritrade August 2012 - October 2014
Willis January 2012 - August 2012
Prudential Financial April 2010 - December 2011
State Farm Insurance May 2009 - April 2010
New York Life Insurance Company May 2007 - May 2009
Skills
Series 7, Series 66, Series 63, Series 6, Financial Services, Sales, Retirement Planning, Investments, Brokers, Life Insurance, Property & Casualty..., Insurance, Disability Insurance, Long-term Care, Retirement, 401k, Health Insurance, Term Life Insurance, Fixed Annuities, Commercial Insurance, Risk Management, Mutual Funds, Finance
Education
Auburn University, College of Business 2003 — 2007
Bachlors, Marketing
James Grasty, MBA James Grasty, MBA's New York Life Insurance Company Experience January 2005 - January 2006
Job Cofounder / Director of Marketing at The BroBasket
Industry Consumer Services
Experience
The BroBasket November 2014 - Present
Designated Driver inc. June 2007 - Present
California State University-Channel Islands December 2013 - May 2014
Hanley Wood August 2006 - April 2009
New York Life Insurance Company January 2005 - January 2006
Skills
Entrepreneurship, Sales, Start-ups, Customer Service, Small Business, Marketing, Strategic Planning, Online Marketing, Digital Marketing, WordPress, WooCommerce, Google Adwords, Google Analytics, Google Webmaster Tools, Google Merchant Center, HTML / PHP, Marketing Strategy, B2B, Business Planning, Social Media Marketing, Financial Analysis, Microsoft Excel, Leadership, Public Speaking, Email Marketing, Public Relations, Online Advertising, Start-up Business..., Microsoft Office, Operations Management, Business Strategy, Designated Driver for..., Real Estate Investor, New Business Development, Business Management, Business Analysis, Services Marketing, Business Development, QuickBooks, Google Docs, Salesforce.com, Relationship Management, Business Intelligence, Outside Sales, Inside Sales
Education
California State University-Channel Islands 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Bakersfield 2004 — 2006
Bachelors, Business, Finance, and Marketing, Graduate
Bakersfield College 2001 — 2004
AS, Business
The BroBasket November 2014 - Present
Designated Driver inc. June 2007 - Present
California State University-Channel Islands December 2013 - May 2014
Hanley Wood August 2006 - April 2009
New York Life Insurance Company January 2005 - January 2006
Skills
Entrepreneurship, Sales, Start-ups, Customer Service, Small Business, Marketing, Strategic Planning, Online Marketing, Digital Marketing, WordPress, WooCommerce, Google Adwords, Google Analytics, Google Webmaster Tools, Google Merchant Center, HTML / PHP, Marketing Strategy, B2B, Business Planning, Social Media Marketing, Financial Analysis, Microsoft Excel, Leadership, Public Speaking, Email Marketing, Public Relations, Online Advertising, Start-up Business..., Microsoft Office, Operations Management, Business Strategy, Designated Driver for..., Real Estate Investor, New Business Development, Business Management, Business Analysis, Services Marketing, Business Development, QuickBooks, Google Docs, Salesforce.com, Relationship Management, Business Intelligence, Outside Sales, Inside Sales
Education
California State University-Channel Islands 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Bakersfield 2004 — 2006
Bachelors, Business, Finance, and Marketing, Graduate
Bakersfield College 2001 — 2004
AS, Business
Todd Sottong's New York Life Insurance Company Experience May 2009 - Present
Job Corporate Vice President NYL
Industry Financial Services
Experience
New York Life Insurance Company May 2009 - Present
Prime Therapeutics May 2005 - May 2009
AEGON Americas (Western Reserve Life Assurance Company of Ohio) October 1997 - February 2005
Skills
Investments, Retirement, Fixed Annuities, Life Insurance, Retirement Planning, Mutual Funds, Series 6, Variable Annuities, Financial Services, Wealth Management, Estate Planning, Term Life Insurance, Securities, Employee Benefits, Call Centers, Management, Customer Service, Leadership, Team Building, Microsoft Office, Insurance, Social Media
Education
Ball State University 1990 — 1995
Bachelors in Science, Broadcast Journalism / Social Studies
New York Life Insurance Company May 2009 - Present
Prime Therapeutics May 2005 - May 2009
AEGON Americas (Western Reserve Life Assurance Company of Ohio) October 1997 - February 2005
Skills
Investments, Retirement, Fixed Annuities, Life Insurance, Retirement Planning, Mutual Funds, Series 6, Variable Annuities, Financial Services, Wealth Management, Estate Planning, Term Life Insurance, Securities, Employee Benefits, Call Centers, Management, Customer Service, Leadership, Team Building, Microsoft Office, Insurance, Social Media
Education
Ball State University 1990 — 1995
Bachelors in Science, Broadcast Journalism / Social Studies
William Dyga William Dyga's New York Life Insurance Company Experience August 2012 - March 2013
Job Electronic Specialist at Sam's Club
Industry Information Technology and Services
Experience
Sam's Club August 2013 - Present
New York Life Insurance Company August 2012 - March 2013
Clock Funeral Home August 1995 - March 2009
Subway 1990 - 1990
US Army September 1987 - August 1989
Education
Baker College Business and Corporate Services 2009 — 2011
Mona Shores High School 1984 — 1986
Diploma, General
Sam's Club August 2013 - Present
New York Life Insurance Company August 2012 - March 2013
Clock Funeral Home August 1995 - March 2009
Subway 1990 - 1990
US Army September 1987 - August 1989
Education
Baker College Business and Corporate Services 2009 — 2011
Mona Shores High School 1984 — 1986
Diploma, General
Eric Stubbert, MBA Eric Stubbert, MBA's New York Life Insurance Company Experience March 2014 - March 2015
Job Marketing & Sales Management Professional
Industry Marketing and Advertising
Experience
Citizens Bank March 2015 - Present
New York Life Insurance Company March 2014 - March 2015
Sennheiser Electronic Corporation June 2006 - September 2013
Eli Lilly and Company August 1999 - June 2006
Pfizer August 1997 - August 1999
Guitar Center June 1995 - August 1997
Skills
Sales, Building Relationships, Account Management, Marketing Strategy, Leadership, Marketing Management, Sales & Marketing..., Product Marketing, Customer Service, Financial Services, Insurance, Banking, Investment Banking, 401k Rollovers, Personal Finance, Money Market Accounts, Mortgage Banking, Retirement Planning, IRA Rollovers, Life Insurance, Investments, Lifetime Income..., Small Business, Thought Leadership, Marketing, Customer Retention, Wealth Transfer..., Estate Planning, Direct Sales, Selling, Wealth Preservation..., Asset Protection, Charitable Giving, Education Funding, Risk Management, Protection..., Business Networking, Buy-sell Agreements, Legacy Planning, Licensed Life Insurance..., Long Term Care Insurance, Communication, Networking, Problem Solving, Series 6, Series 63, Sales Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Magna Cum Laude
Northeastern University 1991 — 1995
Bachelor's Degree, Summa Cum Laude
Citizens Bank March 2015 - Present
New York Life Insurance Company March 2014 - March 2015
Sennheiser Electronic Corporation June 2006 - September 2013
Eli Lilly and Company August 1999 - June 2006
Pfizer August 1997 - August 1999
Guitar Center June 1995 - August 1997
Skills
Sales, Building Relationships, Account Management, Marketing Strategy, Leadership, Marketing Management, Sales & Marketing..., Product Marketing, Customer Service, Financial Services, Insurance, Banking, Investment Banking, 401k Rollovers, Personal Finance, Money Market Accounts, Mortgage Banking, Retirement Planning, IRA Rollovers, Life Insurance, Investments, Lifetime Income..., Small Business, Thought Leadership, Marketing, Customer Retention, Wealth Transfer..., Estate Planning, Direct Sales, Selling, Wealth Preservation..., Asset Protection, Charitable Giving, Education Funding, Risk Management, Protection..., Business Networking, Buy-sell Agreements, Legacy Planning, Licensed Life Insurance..., Long Term Care Insurance, Communication, Networking, Problem Solving, Series 6, Series 63, Sales Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Magna Cum Laude
Northeastern University 1991 — 1995
Bachelor's Degree, Summa Cum Laude
Katelyn Warjas's New York Life Insurance Company Experience April 2012 - November 2012
Job Executive Assistant at Robert M. Currey & Associates
Industry Higher Education
Experience
Robert M. Currey & Associates March 2015 - Present
S&P Capital IQ November 2012 - February 2015
New York Life Insurance Company April 2012 - November 2012
University Directories May 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science (BS) in Business Management, Concentrations: Legal and Finance
Dedham High School 2003 — 2008
High School Diploma, 8-12
Robert M. Currey & Associates March 2015 - Present
S&P Capital IQ November 2012 - February 2015
New York Life Insurance Company April 2012 - November 2012
University Directories May 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science (BS) in Business Management, Concentrations: Legal and Finance
Dedham High School 2003 — 2008
High School Diploma, 8-12
Gal Hagay's New York Life Insurance Company Experience June 2013 - August 2013
Job Recent Graduate at Babson College
Industry Entertainment
Experience
Theo, Inc. August 2014 - December 2014
Life is Beautiful Festival May 2014 - October 2014
Team Leader September 2013 - December 2013
New York Life Insurance Company June 2013 - August 2013
fring January 2013 - May 2013
Monster Energy January 2013 - May 2013
Ocean Spray Cranberries September 2012 - December 2012
WGH Partners May 2012 - September 2012
Skills
Strategy, Entrepreneurship, Business Development, Market Research, Competitive Analysis, Analytics, Microsoft Office, Marketing, Microsoft Excel, Branding, Teamwork, Leadership, Public Speaking, Social Media, Business Strategy, PowerPoint, Research, Microsoft Word, Social Media Marketing, Marketing Strategy, Event Planning, Consulting, Sales, Management Consulting, Analysis
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Entrepreneurship and Strategic Management
Adelson Educational Campus 2008 — 2011
Theo, Inc. August 2014 - December 2014
Life is Beautiful Festival May 2014 - October 2014
Team Leader September 2013 - December 2013
New York Life Insurance Company June 2013 - August 2013
fring January 2013 - May 2013
Monster Energy January 2013 - May 2013
Ocean Spray Cranberries September 2012 - December 2012
WGH Partners May 2012 - September 2012
Skills
Strategy, Entrepreneurship, Business Development, Market Research, Competitive Analysis, Analytics, Microsoft Office, Marketing, Microsoft Excel, Branding, Teamwork, Leadership, Public Speaking, Social Media, Business Strategy, PowerPoint, Research, Microsoft Word, Social Media Marketing, Marketing Strategy, Event Planning, Consulting, Sales, Management Consulting, Analysis
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Entrepreneurship and Strategic Management
Adelson Educational Campus 2008 — 2011
Paul Dickman's New York Life Insurance Company Experience February 2012 - Present
Job Financial Services Professional at NYLife Securities LLC, Member FINRA/SIPC
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
BMO Harris Bank August 2006 - November 2011
Bayview Mortgage Group June 2005 - August 2006
Skills
Disability Insurance, Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Variable Annuities, Mutual Funds, Employee Benefits, Equities, Business Planning, Estate Planning, Tax, Retirement Planning, Retirement Savings, Retirement, College Education..., Long-term Care, Long Term Care Insurance, Finance, Life Insurance, Team Building
Education
Augsburg College 2009 — 2012
Bachelors, Finance, Accounting, Business Management
Western Technical College 2003 — 2005
Associates, Finance
Winnebago Lutheran 1994 — 1998
New York Life Insurance Company February 2012 - Present
BMO Harris Bank August 2006 - November 2011
Bayview Mortgage Group June 2005 - August 2006
Skills
Disability Insurance, Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Variable Annuities, Mutual Funds, Employee Benefits, Equities, Business Planning, Estate Planning, Tax, Retirement Planning, Retirement Savings, Retirement, College Education..., Long-term Care, Long Term Care Insurance, Finance, Life Insurance, Team Building
Education
Augsburg College 2009 — 2012
Bachelors, Finance, Accounting, Business Management
Western Technical College 2003 — 2005
Associates, Finance
Winnebago Lutheran 1994 — 1998
Terry Hochenauer's New York Life Insurance Company Experience December 2006 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2006 - Present
New York Life Insurance Company December 2006 - Present
Skills
401(k) Rollovers, Insurance, Annuity Sales, Asset Protection, Estate Planning, Investments, Licensed Life Insurance..., Retirement Planning, Small Business, Wealth Preservation..., Gifting Strategies, Key Person Protection, Succession Planning
Education
Baker University 1970 — 1974
Bachelor of Science, Business Administration
NYLIFE Securities LLC December 2006 - Present
New York Life Insurance Company December 2006 - Present
Skills
401(k) Rollovers, Insurance, Annuity Sales, Asset Protection, Estate Planning, Investments, Licensed Life Insurance..., Retirement Planning, Small Business, Wealth Preservation..., Gifting Strategies, Key Person Protection, Succession Planning
Education
Baker University 1970 — 1974
Bachelor of Science, Business Administration
Dennis Boven Dennis Boven's New York Life Insurance Company Experience November 2011 - March 2012
Job Agency Business Consultant Farmers Insurance
Industry Insurance
Experience
Farmers Insurance, District 25 April 2013 - Present
Farmers Insurance March 2012 - March 2013
New York Life Insurance Company November 2011 - March 2012
Karsten Homes of New Mexico October 2006 - September 2011
Karsten Homes of Sacramento August 2003 - October 2006
Fleetwood Homes, Inc January 1994 - July 2003
Virginia Glass and Mirror Company April 1983 - January 1994
Skills
Licensed Property &..., Licensed Life & Health..., Operations Management, Microsoft Office, Computers, Process Improvement, Time Management, Casualty, Life Insurance, Team Building, Customer Service, Term Life Insurance, Insurance, Casualty Insurance, Workers Compensation, Small Business
Education
Averett College 1990 — 1992
Masters, Business Administration
Ohio University 1975 — 1979
BS, Chemical Engineering
Farmers Insurance, District 25 April 2013 - Present
Farmers Insurance March 2012 - March 2013
New York Life Insurance Company November 2011 - March 2012
Karsten Homes of New Mexico October 2006 - September 2011
Karsten Homes of Sacramento August 2003 - October 2006
Fleetwood Homes, Inc January 1994 - July 2003
Virginia Glass and Mirror Company April 1983 - January 1994
Skills
Licensed Property &..., Licensed Life & Health..., Operations Management, Microsoft Office, Computers, Process Improvement, Time Management, Casualty, Life Insurance, Team Building, Customer Service, Term Life Insurance, Insurance, Casualty Insurance, Workers Compensation, Small Business
Education
Averett College 1990 — 1992
Masters, Business Administration
Ohio University 1975 — 1979
BS, Chemical Engineering
Thomas Flournoy Thomas Flournoy's New York Life Insurance Company Experience 1965 - 2012
Job Agent at Flournoy & Jagger
Industry Insurance
Experience
Flournoy & Jagger August 1996 - Present
New York Life Insurance Company 1965 - 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Estate Planning, Business Planning, Succession Planning
Education
Auburn University
Flournoy & Jagger August 1996 - Present
New York Life Insurance Company 1965 - 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Estate Planning, Business Planning, Succession Planning
Education
Auburn University
Adam Kirsch Adam Kirsch's New York Life Insurance Company Experience August 2014 - May 2015
Job Grounds Crew Assistant helping with course/event preparation for club members
Industry Sports
Experience
Elyria Country Club Company May 2015 - Present
New York Life Insurance Company August 2014 - May 2015
Baldwin Wallace University August 2010 - December 2014
Beafanatic.com March 2014 - September 2014
Main Street Wellington, Inc May 2013 - September 2013
Elyria Catholic High School April 2012 - October 2012
Skills
Sales & Marketing..., Marketing, Student Development, Sports Management, Student Affairs, Facebook, Sports Marketing, Social Media, Sports, Leadership, Microsoft Office, Public Speaking, Prezi, Microsoft Excel, PowerPoint, Microsoft Word
Education
Baldwin Wallace University 2010 — 2014
Bachelor of Arts (B.A.), Sport Management and Business Administration
Elyria Catholic High School
Elyria Country Club Company May 2015 - Present
New York Life Insurance Company August 2014 - May 2015
Baldwin Wallace University August 2010 - December 2014
Beafanatic.com March 2014 - September 2014
Main Street Wellington, Inc May 2013 - September 2013
Elyria Catholic High School April 2012 - October 2012
Skills
Sales & Marketing..., Marketing, Student Development, Sports Management, Student Affairs, Facebook, Sports Marketing, Social Media, Sports, Leadership, Microsoft Office, Public Speaking, Prezi, Microsoft Excel, PowerPoint, Microsoft Word
Education
Baldwin Wallace University 2010 — 2014
Bachelor of Arts (B.A.), Sport Management and Business Administration
Elyria Catholic High School
Kily Wong's New York Life Insurance Company Experience June 2015 - August 2015
Job Student at Wellesley College
Industry Management Consulting
Experience
Wellesley College January 2015 - Present
MIT Sloan School of Management February 2015 - Present
New York Life Insurance Company June 2015 - August 2015
Wellesley College February 2014 - March 2015
Impact Center September 2014 - December 2014
University College London September 2014 - December 2014
GrubStreet January 2014 - May 2014
Education
Wellesley College 2012 — 2016
Babson College 2015 — 2015
UCL 2014 — 2014
Hunter College High School 2006 — 2012
High School Diploma
Wellesley College January 2015 - Present
MIT Sloan School of Management February 2015 - Present
New York Life Insurance Company June 2015 - August 2015
Wellesley College February 2014 - March 2015
Impact Center September 2014 - December 2014
University College London September 2014 - December 2014
GrubStreet January 2014 - May 2014
Education
Wellesley College 2012 — 2016
Babson College 2015 — 2015
UCL 2014 — 2014
Hunter College High School 2006 — 2012
High School Diploma
Jimmy Schaaf, CPA, CFSA's New York Life Insurance Company Experience May 2003 - February 2005
Job Internal Audit Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank October 2014 - Present
U.S. Bank June 2013 - Present
Ocwen Financial Corp. (formerly Ally Financial Inc.) August 2011 - June 2013
EisnerAmper LLP June 2007 - July 2011
Stone Rudolph & Henry, PLC June 2005 - June 2007
New York Life Insurance Company May 2003 - February 2005
United States Army June 1999 - June 2002
Skills
Auditing, GAAP, Internal Controls, Financial Reporting, Accounting, CPA, Financial Accounting, Tax Preparation, Financial Statements, QuickBooks, Internal Audit, Financial Analysis, Financial Audits, Bookkeeping, Risk Assessment, Microsoft Excel, Pivot Tables, Payroll, S Corporations, Financial Services, Process Improvement
Education
Austin Peay State University 2002 — 2006
BBA, Accounting
U.S. Bank October 2014 - Present
U.S. Bank June 2013 - Present
Ocwen Financial Corp. (formerly Ally Financial Inc.) August 2011 - June 2013
EisnerAmper LLP June 2007 - July 2011
Stone Rudolph & Henry, PLC June 2005 - June 2007
New York Life Insurance Company May 2003 - February 2005
United States Army June 1999 - June 2002
Skills
Auditing, GAAP, Internal Controls, Financial Reporting, Accounting, CPA, Financial Accounting, Tax Preparation, Financial Statements, QuickBooks, Internal Audit, Financial Analysis, Financial Audits, Bookkeeping, Risk Assessment, Microsoft Excel, Pivot Tables, Payroll, S Corporations, Financial Services, Process Improvement
Education
Austin Peay State University 2002 — 2006
BBA, Accounting
Michael Yonk Michael Yonk's New York Life Insurance Company Experience 2009 - 2010
Job President at Limotainment LLC
Industry Financial Services
Experience
Limotainment LLC March 2011 - Present
New York Life Insurance Company 2009 - 2010
KPMG 2007 - 2009
Skills
Corporate Events, Financial Analysis, Financial Reporting, Accounting, Auditing, GAAP, Internal Controls, CPA, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Tax, Internal Audit, Financial Modeling, Strategic Financial..., Microsoft Excel, Budgets, Finance, Mergers, Nightlife, Cash Flow, Financial Audits, IFRS
Education
Northern Illinois University 2006 — 2007
Masters, Financial Accounting
Augustana College 2002 — 2006
Bachelors, Double Major: Finance and Accounting
Limotainment LLC March 2011 - Present
New York Life Insurance Company 2009 - 2010
KPMG 2007 - 2009
Skills
Corporate Events, Financial Analysis, Financial Reporting, Accounting, Auditing, GAAP, Internal Controls, CPA, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Tax, Internal Audit, Financial Modeling, Strategic Financial..., Microsoft Excel, Budgets, Finance, Mergers, Nightlife, Cash Flow, Financial Audits, IFRS
Education
Northern Illinois University 2006 — 2007
Masters, Financial Accounting
Augustana College 2002 — 2006
Bachelors, Double Major: Finance and Accounting
Silas Parker, LUTCF Silas Parker, LUTCF's New York Life Insurance Company Experience March 2006 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC February 2011 - Present
New York Life Insurance Company March 2006 - Present
Skills
Retirement Planning, Insurance, Retirement, Term Life Insurance, Life Insurance, Estate Planning, Sales, Leadership, Marketing, Small Business, Sales Management, Selling, 401k Rollovers, Whole Life
Education
The American College 2006 — 2009
LUTCF, Business Insurance, Estate Planning, Retirement Planning, Long Term Care Insurance, Ethics
Austin Community College 2002 — 2004
Eagle Strategies LLC February 2011 - Present
New York Life Insurance Company March 2006 - Present
Skills
Retirement Planning, Insurance, Retirement, Term Life Insurance, Life Insurance, Estate Planning, Sales, Leadership, Marketing, Small Business, Sales Management, Selling, 401k Rollovers, Whole Life
Education
The American College 2006 — 2009
LUTCF, Business Insurance, Estate Planning, Retirement Planning, Long Term Care Insurance, Ethics
Austin Community College 2002 — 2004
Staley Shiller Staley Shiller's New York Life Insurance Company Experience 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2012 - Present
Skills
Strategic Problem..., New Business Development, Customer Service, Estate Planning, Insurance, Licensed Life Insurance..., 401(k) Rollovers, Annuity Sales, Key Person Protection, Protection..., Wealth Preservation..., B2B, Cold Calling, Marketing, Problem Solving, Marketing Strategy, Recruiting, Selling, Social Media Marketing, Lead Generation, Start-ups, Social Media, Advertising, Leadership, Social Networking, Training, Management, Strategy, Sales, Entrepreneurship, Digital Marketing, Sales Operations
Education
Austin College 1991 — 1995
B.A. Psychology, Liberal Arts
Arlington High School 1987 — 1991
High School Diploma, General Studies
New York Life Insurance Company 2012 - Present
Skills
Strategic Problem..., New Business Development, Customer Service, Estate Planning, Insurance, Licensed Life Insurance..., 401(k) Rollovers, Annuity Sales, Key Person Protection, Protection..., Wealth Preservation..., B2B, Cold Calling, Marketing, Problem Solving, Marketing Strategy, Recruiting, Selling, Social Media Marketing, Lead Generation, Start-ups, Social Media, Advertising, Leadership, Social Networking, Training, Management, Strategy, Sales, Entrepreneurship, Digital Marketing, Sales Operations
Education
Austin College 1991 — 1995
B.A. Psychology, Liberal Arts
Arlington High School 1987 — 1991
High School Diploma, General Studies
Barbara Flanagan Barbara Flanagan's New York Life Insurance Company Experience June 1995 - Present
Job Customer Service Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 1995 - Present
Education
Baldwin Wallace University 2009 — 2011
Executive MBA
Cleveland State University 2005 — 2009
BA, English
New York Life Insurance Company June 1995 - Present
Education
Baldwin Wallace University 2009 — 2011
Executive MBA
Cleveland State University 2005 — 2009
BA, English
Kim Worley Kim Worley's New York Life Insurance Company Experience July 1999 - Present
Job Agent/Owner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 1999 - Present
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Health Insurance, Medicare, Medicare Prescription..., Variable Annuities, Guaranteed Lifetime..., Long Term Care Insurance, IRAs, Insurance
Education
Hargrave Military Academy
High School Diploma
Averett University
New York Life Insurance Company July 1999 - Present
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Health Insurance, Medicare, Medicare Prescription..., Variable Annuities, Guaranteed Lifetime..., Long Term Care Insurance, IRAs, Insurance
Education
Hargrave Military Academy
High School Diploma
Averett University
Curt Born Curt Born's New York Life Insurance Company Experience June 2013 - February 2014
Job Fixed Operations Manager at NissanUSA
Industry Automotive
Experience
Nissan-USA August 2015 - Present
American Family Insurance February 2014 - July 2015
New York Life Insurance Company June 2013 - February 2014
Sunset Porsche November 2010 - November 2012
Jim Fisher Volvo May 2007 - October 2010
Volvo Cars of North America January 2002 - May 2007
Volvo Cars of North America April 2001 - January 2002
Volvo Cars of North America January 1998 - April 2001
Volvo Cars of North America October 1995 - January 1998
Volvo Cars of North America January 1987 - October 1995
Skills
Automotive, Leadership comes..., Operations Management, Sales, Parts, Vehicles, Retail, Customer Satisfaction, Marketing, B2B, Microsoft Office, Sales Operations, Sales Process, Customer Retention, Pricing, Inventory Management, Leadership Development, Sales Management, Life Insurance, Marketing Strategy, Public Speaking
Education
Auburn University, College of Business 1979 — 1981
Bachelor of Business Administration (B.B.A.), Transportation and Physical Distribution- Marketing Dept
The University of Georgia 1978 — 1979
Journalism
Nissan-USA August 2015 - Present
American Family Insurance February 2014 - July 2015
New York Life Insurance Company June 2013 - February 2014
Sunset Porsche November 2010 - November 2012
Jim Fisher Volvo May 2007 - October 2010
Volvo Cars of North America January 2002 - May 2007
Volvo Cars of North America April 2001 - January 2002
Volvo Cars of North America January 1998 - April 2001
Volvo Cars of North America October 1995 - January 1998
Volvo Cars of North America January 1987 - October 1995
Skills
Automotive, Leadership comes..., Operations Management, Sales, Parts, Vehicles, Retail, Customer Satisfaction, Marketing, B2B, Microsoft Office, Sales Operations, Sales Process, Customer Retention, Pricing, Inventory Management, Leadership Development, Sales Management, Life Insurance, Marketing Strategy, Public Speaking
Education
Auburn University, College of Business 1979 — 1981
Bachelor of Business Administration (B.B.A.), Transportation and Physical Distribution- Marketing Dept
The University of Georgia 1978 — 1979
Journalism
Dan Fessler Dan Fessler's New York Life Insurance Company Experience 2002 - Present
Job Senior Training Associate at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company 2002 - Present
New Mexico State Universary August 1999 - August 2000
Skills
Insurance, Customer Service, Customer Relations, Teamwork, Team Building, Excel, Word, PowerPoint
Education
Baldwin Wallace University 1996 — 1999
Bachelor, Science
North Olmsted High School 1992 — 1995
New York Life Insurance Company 2002 - Present
New Mexico State Universary August 1999 - August 2000
Skills
Insurance, Customer Service, Customer Relations, Teamwork, Team Building, Excel, Word, PowerPoint
Education
Baldwin Wallace University 1996 — 1999
Bachelor, Science
North Olmsted High School 1992 — 1995
Patrick Bagley's New York Life Insurance Company Experience June 2014 - October 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
New York Life Insurance Company June 2014 - October 2014
National Electrical Contractors Association of Greater Boston June 2014 - August 2014
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Social Media, Social Networking, Corporate Finance, Research
Education
Babson College 2011 — 2015
Boston College High School 2007 — 2011
Fidelity Investments June 2015 - Present
New York Life Insurance Company June 2014 - October 2014
National Electrical Contractors Association of Greater Boston June 2014 - August 2014
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Social Media, Social Networking, Corporate Finance, Research
Education
Babson College 2011 — 2015
Boston College High School 2007 — 2011
Venetia (Rossi) Francucci's New York Life Insurance Company Experience May 2010 - May 2011
Job Executive Assistant at edX
Industry E-Learning
Experience
Sinful Celluloid April 2015 - Present
edX March 2015 - Present
TelCare December 2012 - February 2015
Morris Heating and Air May 2011 - December 2012
New York Life Insurance Company May 2010 - May 2011
The Village Restaurant 2009 - 2010
Skills
PowerPoint, Microsoft Excel, Leadership, Marketing, Management, Social Media Marketing, Microsoft Word, Customer Service, Social Networking, Social Media, Marketing Strategy, Salesforce.com, Microsoft Office, Research, Data Entry, Public Speaking, Customer Relations, Excel, Market Research, Word, Public Relations, Small Business, Office Management, Office Administration, Bookkeeping, QuickBooks, Executive..., Event Planning, Outlook, Editing, Training, Healthcare, Team Building, Executive Calendar..., Project Management, Event Management, Budgets, Teamwork, Time Management, Human Resources, Communication, Vendor Management, Spreadsheets, Accounts Payable, Writing, Relationship Building, Logistics, Hospitality, Onboarding
Education
Babson College 2006 — 2010
Pingree High School 2003 — 2006
Sinful Celluloid April 2015 - Present
edX March 2015 - Present
TelCare December 2012 - February 2015
Morris Heating and Air May 2011 - December 2012
New York Life Insurance Company May 2010 - May 2011
The Village Restaurant 2009 - 2010
Skills
PowerPoint, Microsoft Excel, Leadership, Marketing, Management, Social Media Marketing, Microsoft Word, Customer Service, Social Networking, Social Media, Marketing Strategy, Salesforce.com, Microsoft Office, Research, Data Entry, Public Speaking, Customer Relations, Excel, Market Research, Word, Public Relations, Small Business, Office Management, Office Administration, Bookkeeping, QuickBooks, Executive..., Event Planning, Outlook, Editing, Training, Healthcare, Team Building, Executive Calendar..., Project Management, Event Management, Budgets, Teamwork, Time Management, Human Resources, Communication, Vendor Management, Spreadsheets, Accounts Payable, Writing, Relationship Building, Logistics, Hospitality, Onboarding
Education
Babson College 2006 — 2010
Pingree High School 2003 — 2006
Del Lang Del Lang's New York Life Insurance Company Experience 1989 - 1993
Job VP, Product Development
Industry Information Technology and Services
Experience
Insurance Technologies November 2010 - Present
Insurance Technologies June 1998 - November 2010
Insurance Technologies June 1998 - December 2007
Insurance Sales Illustration Systems, Inc. 1994 - 1998
New York Life Insurance Company 1989 - 1993
Skills
Business Analysis, Insurance, Financial Services, Requirements Analysis, SDLC, Requirements Gathering, Software Project..., Project Management, Fixed Annuities, Product Management, Process Improvement, Business Requirements, Management, Product Development, Program Management, SaaS, Vendor Management
Education
Augustana University (SD) 1979 — 1982
B.A., Economics, Business Administration
Insurance Technologies November 2010 - Present
Insurance Technologies June 1998 - November 2010
Insurance Technologies June 1998 - December 2007
Insurance Sales Illustration Systems, Inc. 1994 - 1998
New York Life Insurance Company 1989 - 1993
Skills
Business Analysis, Insurance, Financial Services, Requirements Analysis, SDLC, Requirements Gathering, Software Project..., Project Management, Fixed Annuities, Product Management, Process Improvement, Business Requirements, Management, Product Development, Program Management, SaaS, Vendor Management
Education
Augustana University (SD) 1979 — 1982
B.A., Economics, Business Administration
Brian Hendley's New York Life Insurance Company Experience November 2001 - October 2002
Job Small Business Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2007 - Present
Lehman Brothers/ Fieldstone Mortgage December 2002 - August 2007
New York Life Insurance Company November 2001 - October 2002
Experian August 2000 - July 2001
Education
University of Arkansas at Fayetteville 1991 — 1996
BSBA, Business
Austin Community College 2013 — 2013
Business Analyst Series
JPMorgan Chase August 2007 - Present
Lehman Brothers/ Fieldstone Mortgage December 2002 - August 2007
New York Life Insurance Company November 2001 - October 2002
Experian August 2000 - July 2001
Education
University of Arkansas at Fayetteville 1991 — 1996
BSBA, Business
Austin Community College 2013 — 2013
Business Analyst Series
Colin Fernandez Colin Fernandez's New York Life Insurance Company Experience October 2010 - July 2011
Job Controller at JP Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Pratt Institute July 2011 - Present
Frontier Communications September 2012 - October 2014
New York Life Insurance Company October 2010 - July 2011
Terrafugia June 2010 - August 2010
Alephan Group January 2010 - April 2010
Missioo.com September 2009 - December 2009
Lehman Brothers May 2007 - September 2007
Radware, inc May 2006 - September 2006
The First Tee of Metropolitan NY June 2005 - September 2005
Skills
Microsoft Office, Database Management, Intercultural..., Entrepreneurship, Economics, College Teaching, Financial Analysis, Financial Reporting, Equity Valuation, Equity Trading, Foreign Exchange Trading, Investments, Business Planning, Start-ups, Public Speaking, Market Research, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Master of Science, Business Management
Fairfield University 2005 — 2009
Bachelor of Science, Business Management and Finance
Swiss Finance AcademyLugano 2008 — 2008
J.P. Morgan October 2014 - Present
Pratt Institute July 2011 - Present
Frontier Communications September 2012 - October 2014
New York Life Insurance Company October 2010 - July 2011
Terrafugia June 2010 - August 2010
Alephan Group January 2010 - April 2010
Missioo.com September 2009 - December 2009
Lehman Brothers May 2007 - September 2007
Radware, inc May 2006 - September 2006
The First Tee of Metropolitan NY June 2005 - September 2005
Skills
Microsoft Office, Database Management, Intercultural..., Entrepreneurship, Economics, College Teaching, Financial Analysis, Financial Reporting, Equity Valuation, Equity Trading, Foreign Exchange Trading, Investments, Business Planning, Start-ups, Public Speaking, Market Research, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Master of Science, Business Management
Fairfield University 2005 — 2009
Bachelor of Science, Business Management and Finance
Swiss Finance AcademyLugano 2008 — 2008
Joseph Coletti's New York Life Insurance Company Experience April 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company October 2013 - Present
Skills
Competitive Analysis, Insurance, Strategic Financial..., Business Development, Strategy, Marketing, Budgets, Long-term Care, 401k Rollovers, Multi-generational..., Time Management, First Time Home Buyers, Gifting Strategies, Annuity Sales, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Retirement Planning, Grandchild gifting, Networking, Public Speaking, Succession Planning, Key Person Insurance, Education Funding..., Estate Planning, Charitable Gift Planning, Business Exit Strategies, Asset Protection, Supplements to Employee..., Guaranteed Lifetime..., Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1976
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1970 — 1974
BS, Accounting
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company October 2013 - Present
Skills
Competitive Analysis, Insurance, Strategic Financial..., Business Development, Strategy, Marketing, Budgets, Long-term Care, 401k Rollovers, Multi-generational..., Time Management, First Time Home Buyers, Gifting Strategies, Annuity Sales, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Retirement Planning, Grandchild gifting, Networking, Public Speaking, Succession Planning, Key Person Insurance, Education Funding..., Estate Planning, Charitable Gift Planning, Business Exit Strategies, Asset Protection, Supplements to Employee..., Guaranteed Lifetime..., Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1976
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1970 — 1974
BS, Accounting
Barbara Mayhew Flanagan, EMBA Barbara Mayhew Flanagan, EMBA's New York Life Insurance Company Experience June 1995 - Present
Job Customer Service Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 1995 - Present
Continental Pharmacy/Automated Scripts July 1992 - June 1995
United Airlines 1984 - June 1990
Skills
Team Building, Leadership, Coaching, PowerPoint, Marketing Communications, Public Relations, Management, Operations Management, Customer Service, Marketing Strategy, Strategic Planning, Life Insurance, Project Management, Writing, Series 6, Call Center Development, Call center start-up, Call Center..., Call Center Architecture, Computer Network..., Proposal Writing, Report Writing, Creative Writing, Speech Writing, Process Improvement, Insurance
Education
Baldwin Wallace University 2009 — 2011
MBA, Executive MBA
Cleveland State University 2005 — 2008
B.A., English
New York Life Insurance Company June 1995 - Present
Continental Pharmacy/Automated Scripts July 1992 - June 1995
United Airlines 1984 - June 1990
Skills
Team Building, Leadership, Coaching, PowerPoint, Marketing Communications, Public Relations, Management, Operations Management, Customer Service, Marketing Strategy, Strategic Planning, Life Insurance, Project Management, Writing, Series 6, Call Center Development, Call center start-up, Call Center..., Call Center Architecture, Computer Network..., Proposal Writing, Report Writing, Creative Writing, Speech Writing, Process Improvement, Insurance
Education
Baldwin Wallace University 2009 — 2011
MBA, Executive MBA
Cleveland State University 2005 — 2008
B.A., English
Andrew Kitzenberg's New York Life Insurance Company Experience May 2006 - August 2006
Job Founder & CEO OnHand
Industry Consumer Electronics
Experience
OnHand January 2010 - Present
BUILD August 2012 - Present
HeatSpring July 2010 - December 2011
New York Life Insurance Company May 2006 - August 2006
Skills
Market Research, Entrepreneurship, Insurance, Social Media Marketing, Mobile Devices, Business Strategy, Business Development, Start-ups, Sales, Life Insurance, Account Management, Marketing Strategy, Social Media
Education
Babson College
Entrepreneurship/Entrepreneurial Studies
OnHand January 2010 - Present
BUILD August 2012 - Present
HeatSpring July 2010 - December 2011
New York Life Insurance Company May 2006 - August 2006
Skills
Market Research, Entrepreneurship, Insurance, Social Media Marketing, Mobile Devices, Business Strategy, Business Development, Start-ups, Sales, Life Insurance, Account Management, Marketing Strategy, Social Media
Education
Babson College
Entrepreneurship/Entrepreneurial Studies
Jennifer Appel's New York Life Insurance Company Experience October 2012 - February 2013
Job Investment Analyst at MacKay Shields LLC
Industry Investment Banking
Experience
MacKay Shields LLC June 2015 - Present
Financial Industry Regulatory Authority May 2014 - August 2014
Symmetry Partners May 2013 - August 2014
Math Department Babson College September 2013 - April 2014
New York Life Insurance Company October 2012 - February 2013
Barnes & Noble September 2011 - February 2013
Verizon June 2012 - August 2012
Staples May 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Finance, Financial Analysis, Social Media, Microsoft Office, Microsoft Word, Teamwork, Analysis, Public Speaking, Customer Service, Matlab, Zephyr Style Advisor, Morningstar
Education
Babson College 2011 — 2015
Bachelor of Science and Business Management, Finance, General, Statistics
MacKay Shields LLC June 2015 - Present
Financial Industry Regulatory Authority May 2014 - August 2014
Symmetry Partners May 2013 - August 2014
Math Department Babson College September 2013 - April 2014
New York Life Insurance Company October 2012 - February 2013
Barnes & Noble September 2011 - February 2013
Verizon June 2012 - August 2012
Staples May 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Finance, Financial Analysis, Social Media, Microsoft Office, Microsoft Word, Teamwork, Analysis, Public Speaking, Customer Service, Matlab, Zephyr Style Advisor, Morningstar
Education
Babson College 2011 — 2015
Bachelor of Science and Business Management, Finance, General, Statistics
Darryl Forbes's New York Life Insurance Company Experience 2011 - 2011
Job STEM Teacher at New Bedford Public Schools
Industry Primary/Secondary Education
Experience
Somerset Berkley Community Evening High School June 2014 - Present
Town of Somerset, MA November 2011 - Present
New Bedford Public Schools March 2015 - Present
Fall River Public Schools December 2012 - March 2015
Viveiros Insurance Agency 2011 - 2013
New York Life Insurance Company 2011 - 2011
Boston Financial Data Services December 2004 - December 2008
DST Output May 2003 - December 2004
Boston Financial Data Services December 1997 - May 2003
Interactive Data March 1995 - December 1997
Skills
Financial Services, Leadership, Insurance, Mutual Funds, CRM, Process Improvement, Management, Project Management, Risk Management, Finance, Strategic Financial..., Investments, 529 Plans, Budgets, Sales Presentations, Account Management, Sales, MS Project, Microsoft Excel, Training, Mathematics Education, Securities, Retirement Planning, 401k, Consulting, PMP, Teaching, Education, Coaching, Employee Benefits, Time Management, Health Insurance
Education
Bentley University 1987 — 1991
Bachelor of Science, Management
Babson College - Franklin W. Olin Graduate School of Business
Somerset Berkley Community Evening High School June 2014 - Present
Town of Somerset, MA November 2011 - Present
New Bedford Public Schools March 2015 - Present
Fall River Public Schools December 2012 - March 2015
Viveiros Insurance Agency 2011 - 2013
New York Life Insurance Company 2011 - 2011
Boston Financial Data Services December 2004 - December 2008
DST Output May 2003 - December 2004
Boston Financial Data Services December 1997 - May 2003
Interactive Data March 1995 - December 1997
Skills
Financial Services, Leadership, Insurance, Mutual Funds, CRM, Process Improvement, Management, Project Management, Risk Management, Finance, Strategic Financial..., Investments, 529 Plans, Budgets, Sales Presentations, Account Management, Sales, MS Project, Microsoft Excel, Training, Mathematics Education, Securities, Retirement Planning, 401k, Consulting, PMP, Teaching, Education, Coaching, Employee Benefits, Time Management, Health Insurance
Education
Bentley University 1987 — 1991
Bachelor of Science, Management
Babson College - Franklin W. Olin Graduate School of Business
Brian DeHaai Brian DeHaai's New York Life Insurance Company Experience April 2007 - August 2008
Job Director of Clinic Operations: Brookings Clinic at Sanford Health
Industry Hospital & Health Care
Experience
Sanford Health December 2013 - Present
Sanford Health January 2013 - December 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson July 2011 - December 2013
Sanford Health August 2008 - August 2011
New York Life Insurance Company April 2007 - August 2008
sanofi-aventis March 2006 - April 2007
Scios 2003 - 2006
Merck 1999 - 2004
Sanford Health 1994 - 1999
Skills
Cardiology, Healthcare, Managed Care, Hospitals, Pharmaceutical Sales, Pharmaceutical Industry, Medical Devices, Medicine, Pulmonology, Orthopedic, Internal Medicine, Surgery, Biotechnology, Clinical Trials, Acute Care, Healthcare Management, Leadership
Education
Augustana University (SD) 1990 — 1995
B.A., Nursing
Sioux Falls Christian 1982 — 1986
Sanford Health December 2013 - Present
Sanford Health January 2013 - December 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson July 2011 - December 2013
Sanford Health August 2008 - August 2011
New York Life Insurance Company April 2007 - August 2008
sanofi-aventis March 2006 - April 2007
Scios 2003 - 2006
Merck 1999 - 2004
Sanford Health 1994 - 1999
Skills
Cardiology, Healthcare, Managed Care, Hospitals, Pharmaceutical Sales, Pharmaceutical Industry, Medical Devices, Medicine, Pulmonology, Orthopedic, Internal Medicine, Surgery, Biotechnology, Clinical Trials, Acute Care, Healthcare Management, Leadership
Education
Augustana University (SD) 1990 — 1995
B.A., Nursing
Sioux Falls Christian 1982 — 1986
David Shoup's New York Life Insurance Company Experience June 1998 - March 2001
Job VP Marketing at MarketShare Financial
Industry Financial Services
Experience
MarketShare Financial May 2014 - Present
Ash Brokerage March 2001 - May 2014
New York Life Insurance Company June 1998 - March 2001
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Retirement, Universal Life, Whole Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Series 6, Strategic Financial..., Building Relationships, Underwriting, Case Design, Estate Planning, Financial Planners, Permanent Life Insurance
Education
Ball State University 1994 — 1998
Finance
MarketShare Financial May 2014 - Present
Ash Brokerage March 2001 - May 2014
New York Life Insurance Company June 1998 - March 2001
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Retirement, Universal Life, Whole Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Series 6, Strategic Financial..., Building Relationships, Underwriting, Case Design, Estate Planning, Financial Planners, Permanent Life Insurance
Education
Ball State University 1994 — 1998
Finance
Amy Disbrow's New York Life Insurance Company Experience March 2002 - January 2005
Job Computer Software
Industry Computer Software
Experience
WAL, Inc April 2008 - August 2009
Perceptive Software January 2008 - April 2008
HENT, consulting at Sprint Nextel October 2006 - December 2007
Perceptive Software February 2005 - October 2006
New York Life Insurance Company March 2002 - January 2005
Accenture January 2001 - March 2002
Education
Baker University 1999 — 2000
Bachelor’s Degree, Business Major with an emphasis in Management
WAL, Inc April 2008 - August 2009
Perceptive Software January 2008 - April 2008
HENT, consulting at Sprint Nextel October 2006 - December 2007
Perceptive Software February 2005 - October 2006
New York Life Insurance Company March 2002 - January 2005
Accenture January 2001 - March 2002
Education
Baker University 1999 — 2000
Bachelor’s Degree, Business Major with an emphasis in Management
Bradley Nathan Bradley Nathan's New York Life Insurance Company Experience November 2011 - August 2014
Job . . .
Industry Financial Services
Experience
COUNTRY Financial® September 2014 - July 2015
New York Life Insurance Company November 2011 - August 2014
Vectra Bank Colorado December 2009 - April 2011
American National Bank October 2006 - December 2009
First National Bank of Colorado October 2003 - October 2006
Bank of Cherry Creek February 1998 - October 2003
Norwest Bank February 1993 - February 1998
Skills
Life Insurance, Long-term Care, Asset Protection, Non-profit Leadership, Annuity Sales, Long Term Care, Multi-Generational ..., Commercial Insurance, Disability Insurance, Insurance, Succession Planning, Financial Analysis, Underwriting, Credit, Sales, Leadership, Team Building, Marketing, Banking
Education
Metropolitan State University of Denver 2007 — 2010
Regis University 1996 — 2003
Bachelor of Science
Colorado State University 1995 — 1996
Augustana University (SD) 1994 — 1995
COUNTRY Financial® September 2014 - July 2015
New York Life Insurance Company November 2011 - August 2014
Vectra Bank Colorado December 2009 - April 2011
American National Bank October 2006 - December 2009
First National Bank of Colorado October 2003 - October 2006
Bank of Cherry Creek February 1998 - October 2003
Norwest Bank February 1993 - February 1998
Skills
Life Insurance, Long-term Care, Asset Protection, Non-profit Leadership, Annuity Sales, Long Term Care, Multi-Generational ..., Commercial Insurance, Disability Insurance, Insurance, Succession Planning, Financial Analysis, Underwriting, Credit, Sales, Leadership, Team Building, Marketing, Banking
Education
Metropolitan State University of Denver 2007 — 2010
Regis University 1996 — 2003
Bachelor of Science
Colorado State University 1995 — 1996
Augustana University (SD) 1994 — 1995
Brion Angers Brion Angers's New York Life Insurance Company Experience August 2012 - Present
Job Brion Design | Promotional Design & Custom Artwork
Industry Graphic Design
Experience
Brion Design January 2003 - Present
New York Life Insurance Company August 2012 - Present
IBM February 2010 - May 2012
Leading Edge & Burnett Staffing September 2007 - February 2010
The Patient Recruiting Agency 2007 - 2008
Zita Design 2005 - 2007
Skills
InDesign, Photoshop, Illustrator, Logo Design, Advertising, Posters, Banners, Microsoft Office, Painting, Press Releases, Leadership, Wordpress, Brochures, Art, Brand Development, Graphics, Flyers, Mac, Layout, WordPress, Catalogs, Adobe Creative Suite, Adobe Acrobat, Web Design, Dreamweaver, Art Direction, Branding & Identity
Education
Louisiana State University 1998 — 2003
BA Mass Communications, Advertising / Visual Communication
Austin Community College 2008 — 2010
Graphic/Web Design
Brion Design January 2003 - Present
New York Life Insurance Company August 2012 - Present
IBM February 2010 - May 2012
Leading Edge & Burnett Staffing September 2007 - February 2010
The Patient Recruiting Agency 2007 - 2008
Zita Design 2005 - 2007
Skills
InDesign, Photoshop, Illustrator, Logo Design, Advertising, Posters, Banners, Microsoft Office, Painting, Press Releases, Leadership, Wordpress, Brochures, Art, Brand Development, Graphics, Flyers, Mac, Layout, WordPress, Catalogs, Adobe Creative Suite, Adobe Acrobat, Web Design, Dreamweaver, Art Direction, Branding & Identity
Education
Louisiana State University 1998 — 2003
BA Mass Communications, Advertising / Visual Communication
Austin Community College 2008 — 2010
Graphic/Web Design
Anthony Peebles's New York Life Insurance Company Experience January 2011 - March 2013
Job Executive Vice President & Chief Operating Officer at PinkneyPerry Insurance Agency, Inc.
Industry Financial Services
Experience
Pinkney-Perry Insurance Agency, Inc. February 2014 - Present
Northern Ohio Minority Supplier Development Council March 2013 - December 2013
City Club Forum Foundation July 2010 - June 2013
New York Life Insurance Company January 2011 - March 2013
State Farm Insurance January 2009 - December 2010
100 Black Men of Greater Cleveland 2007 - 2009
Fifth Third Bank September 1997 - December 2008
Fifth Third Bank October 1993 - August 1997
Fifth Third Bank December 1989 - September 1993
Ameritrust Bancorp June 1985 - November 1989
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Succession Planning, Insurance, Public Speaking, Small Business, Investment Advisory, Wealth Management, Mutual Funds, 401k, Fundraising, Management, Health Insurance, Leadership, Retirement, Securities, Strategic Financial..., Investments, Risk Management, Nonprofits, Financial Services, Non-profits, Finance, Long-term Care, Estate Planning, Disability Insurance, Sales, Loans, Term Life Insurance, Banking, Bonds, Employee Benefits, Financial Analysis, Underwriting, Portfolio Management, Small Business Lending, Wealth Accumulation, Series 63, Financial Advisory, Financial Planners, Series 6, IRAs, Long Term Care Insurance, Whole Life, 401k Rollovers
Education
Duke University 1981 — 1985
Bachelor of Arts, Political Science
Baldwin Wallace University 1996 — 1998
MBA, Business
University School 1976 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Pinkney-Perry Insurance Agency, Inc. February 2014 - Present
Northern Ohio Minority Supplier Development Council March 2013 - December 2013
City Club Forum Foundation July 2010 - June 2013
New York Life Insurance Company January 2011 - March 2013
State Farm Insurance January 2009 - December 2010
100 Black Men of Greater Cleveland 2007 - 2009
Fifth Third Bank September 1997 - December 2008
Fifth Third Bank October 1993 - August 1997
Fifth Third Bank December 1989 - September 1993
Ameritrust Bancorp June 1985 - November 1989
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Succession Planning, Insurance, Public Speaking, Small Business, Investment Advisory, Wealth Management, Mutual Funds, 401k, Fundraising, Management, Health Insurance, Leadership, Retirement, Securities, Strategic Financial..., Investments, Risk Management, Nonprofits, Financial Services, Non-profits, Finance, Long-term Care, Estate Planning, Disability Insurance, Sales, Loans, Term Life Insurance, Banking, Bonds, Employee Benefits, Financial Analysis, Underwriting, Portfolio Management, Small Business Lending, Wealth Accumulation, Series 63, Financial Advisory, Financial Planners, Series 6, IRAs, Long Term Care Insurance, Whole Life, 401k Rollovers
Education
Duke University 1981 — 1985
Bachelor of Arts, Political Science
Baldwin Wallace University 1996 — 1998
MBA, Business
University School 1976 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jacob Kerstan'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
Azusa Pacific University January 2014 - May 2015
Alive Media February 2013 - December 2014
Collins Lake Management Corp. March 2011 - August 2014
Azusa Pacific University October 2011 - February 2014
Illuminate Production Service February 2013 - June 2013
Skills
Financial Analysis, Life Insurance, Inventory, Microsoft Office, Public Speaking, Social Media, Customer Service, Leadership
Education
Azusa Pacific University 2011 — 2016
Bachelor of Arts (B.A.), Development Economics and International Development
New York Life Insurance Company May 2015 - Present
Azusa Pacific University January 2014 - May 2015
Alive Media February 2013 - December 2014
Collins Lake Management Corp. March 2011 - August 2014
Azusa Pacific University October 2011 - February 2014
Illuminate Production Service February 2013 - June 2013
Skills
Financial Analysis, Life Insurance, Inventory, Microsoft Office, Public Speaking, Social Media, Customer Service, Leadership
Education
Azusa Pacific University 2011 — 2016
Bachelor of Arts (B.A.), Development Economics and International Development
Max Gibson's New York Life Insurance Company Experience April 2013 - August 2013
Job Helping to change the world with Solar Power
Industry Staffing and Recruiting
Experience
Renewal by Andersen March 2015 - September 2015
Maxim Healthcare Services September 2013 - December 2014
New York Life Insurance Company April 2013 - August 2013
American Eagle Outfitters July 2012 - November 2012
Advanced Acquisition Solutions April 2012 - July 2012
US Navy September 2005 - September 2009
City of Austin May 2005 - September 2005
Skills
Leadership, Team Building, Microsoft Word, Public Speaking, Customer Service, Recruiting, Retail, Conflict Resolution, Team Leadership, Microsoft Office, Troubleshooting, Training, Risk Management, Aircraft Maintenance, Mentoring, Sales Process, Calm Under Pressure, Fiberglass, Microsoft Excel, Time Management, PowerPoint, Sales, Applicant Tracking..., Writing, Highly Adaptable, Creative Problem Solving, Responsibility, Payroll, Metalsmithing, Aviation Maintenance, Safety, Social
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA)
Austin Community College 2010 — 2011
Anderson 2001 — 2005
Renewal by Andersen March 2015 - September 2015
Maxim Healthcare Services September 2013 - December 2014
New York Life Insurance Company April 2013 - August 2013
American Eagle Outfitters July 2012 - November 2012
Advanced Acquisition Solutions April 2012 - July 2012
US Navy September 2005 - September 2009
City of Austin May 2005 - September 2005
Skills
Leadership, Team Building, Microsoft Word, Public Speaking, Customer Service, Recruiting, Retail, Conflict Resolution, Team Leadership, Microsoft Office, Troubleshooting, Training, Risk Management, Aircraft Maintenance, Mentoring, Sales Process, Calm Under Pressure, Fiberglass, Microsoft Excel, Time Management, PowerPoint, Sales, Applicant Tracking..., Writing, Highly Adaptable, Creative Problem Solving, Responsibility, Payroll, Metalsmithing, Aviation Maintenance, Safety, Social
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA)
Austin Community College 2010 — 2011
Anderson 2001 — 2005
Riley Showers's New York Life Insurance Company Experience May 2013 - August 2013
Job Helping companies take back control of their IT budget.
Industry Public Relations and Communications
Experience
Curvature July 2015 - Present
Curvature April 2015 - June 2015
Curvature October 2014 - March 2015
Strategic Multimedia Inc. November 2013 - May 2014
New York Life Insurance Company May 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Grimmway Farms May 2011 - August 2011
New York Life Insurance Company June 2010 - August 2010
Skills
Sales, Business Development, Salesforce.com, Customer Service, High Tech Sales, Cisco Networking, Marketing, Cold Calling, Leadership, Cisco Technologies, Servers, Storage, Social Networking, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, RainKing, Time Management, Public Speaking, InsideView, Virtualization, Networking, Load Balancing, Wireless Networking, Arista, Network Administration, Network Security, A10
Education
CSU Sacramento 2011 — 2014
Bachelor's Degree, Mass Communication/Managerial Economics
Bakersfield College 2009 — 2011
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Curvature July 2015 - Present
Curvature April 2015 - June 2015
Curvature October 2014 - March 2015
Strategic Multimedia Inc. November 2013 - May 2014
New York Life Insurance Company May 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Grimmway Farms May 2011 - August 2011
New York Life Insurance Company June 2010 - August 2010
Skills
Sales, Business Development, Salesforce.com, Customer Service, High Tech Sales, Cisco Networking, Marketing, Cold Calling, Leadership, Cisco Technologies, Servers, Storage, Social Networking, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, RainKing, Time Management, Public Speaking, InsideView, Virtualization, Networking, Load Balancing, Wireless Networking, Arista, Network Administration, Network Security, A10
Education
CSU Sacramento 2011 — 2014
Bachelor's Degree, Mass Communication/Managerial Economics
Bakersfield College 2009 — 2011
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Rena Nicholson Rena Nicholson's New York Life Insurance Company Experience June 2008 - July 2012
Job Brokerage Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2012 - March 2014
New York Life Insurance Company June 2008 - July 2012
Hy-Vee October 2001 - March 2008
Skills
Term Life Insurance, Insurance
Education
Avila University 2000 — 2002
Climax Springs High School
MassMutual Financial Group July 2012 - March 2014
New York Life Insurance Company June 2008 - July 2012
Hy-Vee October 2001 - March 2008
Skills
Term Life Insurance, Insurance
Education
Avila University 2000 — 2002
Climax Springs High School
Curtis Breville's New York Life Insurance Company Experience 1993 - 1996
Job Big Data & Database Specialist at EMC
Industry Computer Hardware
Experience
EMC July 2010 - Present
Crossroads Systems June 2009 - March 2010
Enterprise Management Associates December 2008 - May 2009
Hi-Stor Technologies October 2007 - December 2008
Breville Seminars May 1999 - May 2008
Imation August 2005 - October 2007
Forsythe 2004 - 2005
StorageTek 1999 - 2004
New York Life Insurance Company 1993 - 1996
Skills
Enterprise Storage, Databases, Customer Presentations, Storage, Customer Relations, Tape, Cloud Computing, SAN, Customer Service, Pre-sales, Storage Solutions, CRM, Channel Partners, EMC Storage, Management, Selling, Professional Services, Storage Area Networks, Data Center, Enterprise Software, NetApp, Virtualization, VMware, NAS, Deduplication, Storage Architecture, Storage Virtualization, High Availability, Brocade, Replication, Disaster Recovery, Storage Management, Fibre Channel, Backup Solutions, Telecommunications, SaaS, VTL, HP, Sales Enablement, VDI, Servers, Business Continuity, RAID, Solaris, Business Intelligence, iSCSI, Netbackup, Solution Selling
Education
University of Phoenix 2013 — 2017
Doctor of Management in Organizational Leadership/Information Systems and Technology, Organizational Leadership
Baker University 1996 — 1998
M.S., Management
DeVry Institute of Technology 1988 — 1991
B.S., Computer Information Systems
EMC July 2010 - Present
Crossroads Systems June 2009 - March 2010
Enterprise Management Associates December 2008 - May 2009
Hi-Stor Technologies October 2007 - December 2008
Breville Seminars May 1999 - May 2008
Imation August 2005 - October 2007
Forsythe 2004 - 2005
StorageTek 1999 - 2004
New York Life Insurance Company 1993 - 1996
Skills
Enterprise Storage, Databases, Customer Presentations, Storage, Customer Relations, Tape, Cloud Computing, SAN, Customer Service, Pre-sales, Storage Solutions, CRM, Channel Partners, EMC Storage, Management, Selling, Professional Services, Storage Area Networks, Data Center, Enterprise Software, NetApp, Virtualization, VMware, NAS, Deduplication, Storage Architecture, Storage Virtualization, High Availability, Brocade, Replication, Disaster Recovery, Storage Management, Fibre Channel, Backup Solutions, Telecommunications, SaaS, VTL, HP, Sales Enablement, VDI, Servers, Business Continuity, RAID, Solaris, Business Intelligence, iSCSI, Netbackup, Solution Selling
Education
University of Phoenix 2013 — 2017
Doctor of Management in Organizational Leadership/Information Systems and Technology, Organizational Leadership
Baker University 1996 — 1998
M.S., Management
DeVry Institute of Technology 1988 — 1991
B.S., Computer Information Systems
Ada (Hui) Xi's New York Life Insurance Company Experience July 2014 - September 2014
Job student
Industry Financial Services
Experience
M-Brain May 2015 - Present
New York Life Insurance Company July 2014 - September 2014
AonHewitt June 2013 - August 2013
Shanghai Normal University June 2011 - June 2012
China Datang technology & Engineering Co., Ltd June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Teamwork, Leadership, Access, Time Management, Research, Bloomberg Terminal, Public Speaking, Multi Tasking
Education
The Ohio State University 2015 — 2016
Master's Degree, Accounting
Ball State University 2012 — 2014
Bachelor of Science (BS), Finance-Financial Analysis, Senior
Shanghai Normal University 2010 — 2012
Bachelor's Degree, Economics
M-Brain May 2015 - Present
New York Life Insurance Company July 2014 - September 2014
AonHewitt June 2013 - August 2013
Shanghai Normal University June 2011 - June 2012
China Datang technology & Engineering Co., Ltd June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Teamwork, Leadership, Access, Time Management, Research, Bloomberg Terminal, Public Speaking, Multi Tasking
Education
The Ohio State University 2015 — 2016
Master's Degree, Accounting
Ball State University 2012 — 2014
Bachelor of Science (BS), Finance-Financial Analysis, Senior
Shanghai Normal University 2010 — 2012
Bachelor's Degree, Economics
Ashley Mahoney Ashley Mahoney's New York Life Insurance Company Experience May 2010 - April 2011
Job Senior Associate
Industry Information Technology and Services
Experience
KPMG May 2015 - Present
Beacon Partners March 2015 - May 2015
Adventist Health System November 2014 - March 2015
Leidos Health January 2014 - September 2014
Shepherd Center May 2013 - January 2014
Shepherd Center April 2011 - May 2013
American Pain Foundation June 2006 - May 2012
New York Life Insurance Company May 2010 - April 2011
Skills
Insurance, Savings, Health Insurance, Healthcare, Public Speaking, Non-profits, Social Networking, Customer Service, Employee Benefits, Disability Insurance, grant research, Healthcare Information..., Long-term Care, Medicare, Coaching, Microsoft Office, Sorian Clinical Software, Data Analysis, Real Estate, Marketing Communications, Commercial Real Estate, Rental Real Estate, Nonprofits, Leadership, Fundraising, Training, Community Outreach, Grants, Consulting, Team Building, Strategic Planning, Process Improvement, Analysis, Networking, Research, Software Documentation, Management, Project Management, PowerPoint
Education
Reinhardt College 2005 — 2006
Bachelor of Arts (B.A.), Communications
Georgia State University 2003 — 2005
Nursing
Ball State University 2001 — 2003
Musical Theater
KPMG May 2015 - Present
Beacon Partners March 2015 - May 2015
Adventist Health System November 2014 - March 2015
Leidos Health January 2014 - September 2014
Shepherd Center May 2013 - January 2014
Shepherd Center April 2011 - May 2013
American Pain Foundation June 2006 - May 2012
New York Life Insurance Company May 2010 - April 2011
Skills
Insurance, Savings, Health Insurance, Healthcare, Public Speaking, Non-profits, Social Networking, Customer Service, Employee Benefits, Disability Insurance, grant research, Healthcare Information..., Long-term Care, Medicare, Coaching, Microsoft Office, Sorian Clinical Software, Data Analysis, Real Estate, Marketing Communications, Commercial Real Estate, Rental Real Estate, Nonprofits, Leadership, Fundraising, Training, Community Outreach, Grants, Consulting, Team Building, Strategic Planning, Process Improvement, Analysis, Networking, Research, Software Documentation, Management, Project Management, PowerPoint
Education
Reinhardt College 2005 — 2006
Bachelor of Arts (B.A.), Communications
Georgia State University 2003 — 2005
Nursing
Ball State University 2001 — 2003
Musical Theater
Hilaria Wilson Hilaria Wilson's New York Life Insurance Company Experience 1994 - 2006
Job Registered Senior Sleep Analyst at University Hospitals Case Medical Center
Industry Hospital & Health Care
Experience
University Hospital/Case Medical Sleep Center July 2007 - Present
Sleep Works/Preferred Diagnostic Sleep Center June 2004 - July 2007
New York Life Insurance Company 1994 - 2006
Skills
Clinical Research, Patient Safety, BLS, CPR Certified, Patient Education, Critical Care, Quality Patient Care, Pediatrics, EKG, Medical Devices, Team Leadership, Inventory Management, Intrepretation of Adult..., 10-20 EEG Application..., Medication and effects...
Education
Cuyahoga Community College 2002 — 2004
Polymonography Program, Sleep Medicine
Baldwin-Wallace College 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
University Hospital/Case Medical Sleep Center July 2007 - Present
Sleep Works/Preferred Diagnostic Sleep Center June 2004 - July 2007
New York Life Insurance Company 1994 - 2006
Skills
Clinical Research, Patient Safety, BLS, CPR Certified, Patient Education, Critical Care, Quality Patient Care, Pediatrics, EKG, Medical Devices, Team Leadership, Inventory Management, Intrepretation of Adult..., 10-20 EEG Application..., Medication and effects...
Education
Cuyahoga Community College 2002 — 2004
Polymonography Program, Sleep Medicine
Baldwin-Wallace College 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Gabriel Vasquez's New York Life Insurance Company Experience June 2011 - Present
Job Customer Service Professional
Industry Insurance
Experience
New York Life Insurance Company June 2011 - Present
Ironroot Republic Distillery December 2014 - Present
Chili's October 2003 - May 2011
Bickel & Brewer June 2009 - August 2009
Plano ISD September 2007 - June 2008
KHYI 95.3 The Range October 2006 - June 2007
Skills
Customer Service, Dispute Resolution, Time Management, Leadership, Training, Marketing, Sales, CRM, Management, Data Entry, Microsoft Office, Public Speaking, Research, Outlook, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Word
Education
Austin College 2008 — 2011
Bachelor’s Degree, Business Administration
Collin County Community College 2005 — 2008
Associate of Arts
New York Life Insurance Company June 2011 - Present
Ironroot Republic Distillery December 2014 - Present
Chili's October 2003 - May 2011
Bickel & Brewer June 2009 - August 2009
Plano ISD September 2007 - June 2008
KHYI 95.3 The Range October 2006 - June 2007
Skills
Customer Service, Dispute Resolution, Time Management, Leadership, Training, Marketing, Sales, CRM, Management, Data Entry, Microsoft Office, Public Speaking, Research, Outlook, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Word
Education
Austin College 2008 — 2011
Bachelor’s Degree, Business Administration
Collin County Community College 2005 — 2008
Associate of Arts
Emily Stinnett Emily Stinnett's New York Life Insurance Company Experience March 2013 - May 2013
Job "Let's go invent tomorrow rather than worrying about what happened yesterday." Steve Jobs
Industry
Experience
Optimal Hospice July 2013 - February 2014
New York Life Insurance Company March 2013 - May 2013
Bakersfield College September 2010 - December 2010
Too Fat Sandwiches September 2010 - November 2010
PETCO Animal Supplies, Inc. January 2010 - August 2010
Kern County November 2007 - January 2010
Kern County February 2007 - June 2007
PetSmart October 2005 - October 2006
Food Maxx May 2004 - September 2005
Skills
Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Research, Outlook, Social Media, Event Planning, Time Management, Entrepreneurship, Retail, Team Management, Teamwork, Training, Negotiation, Social Networking, Marketing
Education
California State University-Bakersfield 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Bakersfield College 2005 — 2010
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Optimal Hospice July 2013 - February 2014
New York Life Insurance Company March 2013 - May 2013
Bakersfield College September 2010 - December 2010
Too Fat Sandwiches September 2010 - November 2010
PETCO Animal Supplies, Inc. January 2010 - August 2010
Kern County November 2007 - January 2010
Kern County February 2007 - June 2007
PetSmart October 2005 - October 2006
Food Maxx May 2004 - September 2005
Skills
Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Research, Outlook, Social Media, Event Planning, Time Management, Entrepreneurship, Retail, Team Management, Teamwork, Training, Negotiation, Social Networking, Marketing
Education
California State University-Bakersfield 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Bakersfield College 2005 — 2010
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Barry Schub Barry Schub's New York Life Insurance Company Experience January 2010 - December 2014
Job SVP HR, Corporate Strategy & Corporate Communications at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - December 2014
New York Life Investment Management LLC October 2001 - December 2009
E*TRADE Financial April 2000 - September 2001
United Asset Management May 1997 - March 2000
Bankers Trust Company July 1978 - September 1996
Skills
Mutual Funds, Pensions, 401k, Business Strategy, Employee Benefits, Financial Services, Human Resources, IRAs, Investments, Management, Retirement, Retirement Planning, Series 7, Life Insurance, Asset Allocation, Asset Management
Education
Brown University 1972 — 1976
AB, Biomedical Sciences
Babson College
Master of Business Administration (M.B.A.), Finance, Operations Research
New York Life Insurance Company January 2010 - December 2014
New York Life Investment Management LLC October 2001 - December 2009
E*TRADE Financial April 2000 - September 2001
United Asset Management May 1997 - March 2000
Bankers Trust Company July 1978 - September 1996
Skills
Mutual Funds, Pensions, 401k, Business Strategy, Employee Benefits, Financial Services, Human Resources, IRAs, Investments, Management, Retirement, Retirement Planning, Series 7, Life Insurance, Asset Allocation, Asset Management
Education
Brown University 1972 — 1976
AB, Biomedical Sciences
Babson College
Master of Business Administration (M.B.A.), Finance, Operations Research
Jessica Mosman Jessica Mosman's New York Life Insurance Company Experience April 2014 - Present
Job Dedicated Agent with New York Life helping families and businesses in Texas and New York.
Industry Insurance
Experience
Mosman Marketing January 2010 - Present
Shell Racing/ Hyperfuels August 2011 - Present
New York Life Insurance Company April 2014 - Present
ROOSTERS Men's Grooming Center February 2012 - Present
The Ultimate Gold Party July 2011 - May 2012
Cy-Fair Music & Arts August 2011 - February 2012
City Apartments Locating Services July 2011 - December 2011
BeClose July 2011 - December 2011
Signature Towels July 2011 - December 2011
Wally Tingley & Associates April 2010 - May 2011
Skills
Social Media Marketing, Marketing, Email Marketing, Social Media, Marketing Strategy, Advertising, Social Networking, Facebook, Event Planning, Small Business, Account Management, Building Relationships, Business Networking, Charitable Giving, Creative Problem Solving, Customer Retention, Customer Satisfaction, Buy-sell Agreements, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, Key Person Insurance, Leadership, Lifetime Income..., Life Insurance..., Life Insurance, LGBT Planning, Licensed in Long Term..., Licensed Life Insurance..., Personal Finance, Protection..., Retirement, Retirement Planning, Risk Management, Term Life Insurance, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Public Speaking, Sales, Management
Education
Texas Tech University at Angelo State 2004 — 2008
Radio/TV Broadcasting
Austin Community College 2009 — 2011
NA, Marketing/Business
Mosman Marketing January 2010 - Present
Shell Racing/ Hyperfuels August 2011 - Present
New York Life Insurance Company April 2014 - Present
ROOSTERS Men's Grooming Center February 2012 - Present
The Ultimate Gold Party July 2011 - May 2012
Cy-Fair Music & Arts August 2011 - February 2012
City Apartments Locating Services July 2011 - December 2011
BeClose July 2011 - December 2011
Signature Towels July 2011 - December 2011
Wally Tingley & Associates April 2010 - May 2011
Skills
Social Media Marketing, Marketing, Email Marketing, Social Media, Marketing Strategy, Advertising, Social Networking, Facebook, Event Planning, Small Business, Account Management, Building Relationships, Business Networking, Charitable Giving, Creative Problem Solving, Customer Retention, Customer Satisfaction, Buy-sell Agreements, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, Key Person Insurance, Leadership, Lifetime Income..., Life Insurance..., Life Insurance, LGBT Planning, Licensed in Long Term..., Licensed Life Insurance..., Personal Finance, Protection..., Retirement, Retirement Planning, Risk Management, Term Life Insurance, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Public Speaking, Sales, Management
Education
Texas Tech University at Angelo State 2004 — 2008
Radio/TV Broadcasting
Austin Community College 2009 — 2011
NA, Marketing/Business
Alicia Tzau's New York Life Insurance Company Experience September 2013 - May 2014
Job Entrepreneurial Babson College Senior | Looking for a Corporate Finance role in the Tech Industry
Industry Computer Networking
Experience
Math Academy (Babson College Community Action Program) September 2015 - Present
Merrill Lynch May 2015 - August 2015
PICCPerfect January 2015 - May 2015
Babson College October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
New York Life Insurance Company September 2013 - May 2014
Sodexo January 2013 - October 2013
Protobrand May 2013 - August 2013
Bernon Center September 2012 - May 2013
Excelimmune, Inc. May 2012 - May 2012
Skills
Social Media, Marketing, Entrepreneurship, Teamwork, Microsoft Office, Public Speaking, Management, Market Research, Event Planning, Research, Leadership, Customer Service, Sales, Training, Advertising, Recruiting, Basic HTML, CSS, and..., Microsoft Excel, Corporate Finance, Financial Modeling
Education
Babson College, San Francisco Campus 2015 — 2015
Technology & Entrepreneurship
Babson College 2012 — 2015
Candidate for BS in Business Administration (expected graduation Dec 2015), Finance
Babson College / Sponsored by Bank of America Merrill Lynch / Open Door 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Weston High School 2008 — 2012
Math Academy (Babson College Community Action Program) September 2015 - Present
Merrill Lynch May 2015 - August 2015
PICCPerfect January 2015 - May 2015
Babson College October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
New York Life Insurance Company September 2013 - May 2014
Sodexo January 2013 - October 2013
Protobrand May 2013 - August 2013
Bernon Center September 2012 - May 2013
Excelimmune, Inc. May 2012 - May 2012
Skills
Social Media, Marketing, Entrepreneurship, Teamwork, Microsoft Office, Public Speaking, Management, Market Research, Event Planning, Research, Leadership, Customer Service, Sales, Training, Advertising, Recruiting, Basic HTML, CSS, and..., Microsoft Excel, Corporate Finance, Financial Modeling
Education
Babson College, San Francisco Campus 2015 — 2015
Technology & Entrepreneurship
Babson College 2012 — 2015
Candidate for BS in Business Administration (expected graduation Dec 2015), Finance
Babson College / Sponsored by Bank of America Merrill Lynch / Open Door 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Weston High School 2008 — 2012
Anthony Watts's New York Life Insurance Company Experience March 2015 - July 2015
Job Seeking Entry Level Sales Position
Industry Commercial Real Estate
Experience
Crooked Stick Golf Club March 2006 - Present
New York Life Insurance Company March 2015 - July 2015
Crystal Food Services November 2014 - February 2015
21st Amendment October 2012 - March 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Interpersonal..., Building Customer..., Photography, Interpersonal..., Data Entry, Marketing Strategy, Leadership, Team Building, Sales, Social Media, Management, Marketing, Public Speaking, Strategic Planning
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Bachelor's degree, School of Public and Environmental Affairs: Management, Senior
Ball State University 2011 — 2012
Crooked Stick Golf Club March 2006 - Present
New York Life Insurance Company March 2015 - July 2015
Crystal Food Services November 2014 - February 2015
21st Amendment October 2012 - March 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Interpersonal..., Building Customer..., Photography, Interpersonal..., Data Entry, Marketing Strategy, Leadership, Team Building, Sales, Social Media, Management, Marketing, Public Speaking, Strategic Planning
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Bachelor's degree, School of Public and Environmental Affairs: Management, Senior
Ball State University 2011 — 2012
Matt Lyerla's New York Life Insurance Company Experience December 2010 - December 2012
Job Heartland Legacy Financial, LLC/ Heartland Benefits Group
Industry Financial Services
Experience
Heartland Legacy Financial January 2013 - Present
Capital Financial Group, LLC February 2013 - June 2015
New York Life Insurance Company December 2010 - December 2012
US Army December 1998 - December 2010
Skills
Leadership, Disability Insurance, Sales, Military Experience, Insurance, Customer Service, Employee Benefits, Entrepreneurship, IRAs, Retirement, Management, Finance, Financial Services, Securities, Life Insurance, Investments, Term Life Insurance, Member NAIFA, Fixed Annuities, Small Business, Public Speaking
Education
Austin Peay State University
Heartland Legacy Financial January 2013 - Present
Capital Financial Group, LLC February 2013 - June 2015
New York Life Insurance Company December 2010 - December 2012
US Army December 1998 - December 2010
Skills
Leadership, Disability Insurance, Sales, Military Experience, Insurance, Customer Service, Employee Benefits, Entrepreneurship, IRAs, Retirement, Management, Finance, Financial Services, Securities, Life Insurance, Investments, Term Life Insurance, Member NAIFA, Fixed Annuities, Small Business, Public Speaking
Education
Austin Peay State University
Andrea Lehmann Andrea Lehmann's New York Life Insurance Company Experience March 2008 - July 2014
Job Accountant at HHS Hospital Housekeeping Systems
Industry Hospital & Health Care
Experience
HHS - Hospital Housekeeping Systems July 2014 - Present
New York Life Insurance Company March 2008 - July 2014
E.F. Ehrig & Sons, Ltd. October 2001 - February 2008
Skills
Accounting, Intermediate-Advanced..., Pivot Tables, V Lookups, Sumif, Access, Financial Reporting, Financial Analysis, Expense Analysis, Account Reconciliation, General Ledger, Journal Entries, Accruals, Fixed Assets, Fixed Asset Depreciation, Budgeting, Sales Commissions, Management, Invoice Processing, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll Processing, ADP Payroll, Multi-state Payroll..., Payroll Taxes, Quarterly Reporting
Education
Austin Community College 2013 — 2015
Professional Accountant Certificate, Accounting
Texas State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Thomas C. Clark High School 1989 — 1993
High School Diploma, General Studies
HHS - Hospital Housekeeping Systems July 2014 - Present
New York Life Insurance Company March 2008 - July 2014
E.F. Ehrig & Sons, Ltd. October 2001 - February 2008
Skills
Accounting, Intermediate-Advanced..., Pivot Tables, V Lookups, Sumif, Access, Financial Reporting, Financial Analysis, Expense Analysis, Account Reconciliation, General Ledger, Journal Entries, Accruals, Fixed Assets, Fixed Asset Depreciation, Budgeting, Sales Commissions, Management, Invoice Processing, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll Processing, ADP Payroll, Multi-state Payroll..., Payroll Taxes, Quarterly Reporting
Education
Austin Community College 2013 — 2015
Professional Accountant Certificate, Accounting
Texas State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Thomas C. Clark High School 1989 — 1993
High School Diploma, General Studies
Vanessa Radsick Vanessa Radsick's New York Life Insurance Company Experience February 2010 - August 2010
Job Office Manager at Advanced Environmental Concepts, Inc.
Industry Environmental Services
Experience
Advanced Environmental Concepts, Inc. July 2013 - Present
Regal Entertainment Group 2006 - Present
Century 21 January 2012 - June 2012
New York Life Insurance Company February 2010 - August 2010
Skills
Management, Customer Service, Leadership, Public Speaking, Telephone Skills, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Organization, PowerPoint, Typing
Education
California State University-Fresno 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Bakersfield College 2007 — 2009
Associate's degree, Business Administration and Management, General
Advanced Environmental Concepts, Inc. July 2013 - Present
Regal Entertainment Group 2006 - Present
Century 21 January 2012 - June 2012
New York Life Insurance Company February 2010 - August 2010
Skills
Management, Customer Service, Leadership, Public Speaking, Telephone Skills, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Organization, PowerPoint, Typing
Education
California State University-Fresno 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Bakersfield College 2007 — 2009
Associate's degree, Business Administration and Management, General
Charlie Reese, CMT Charlie Reese, CMT's New York Life Insurance Company Experience May 2015 - September 2015
Job Analyst
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - September 2015
TJM Institutional Services January 2000 - August 2014
Sakura Dellsher 1995 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1991 - 1993
Dean Witter March 1989 - January 1991
Index Futures Group July 1988 - March 1989
Education
Augustana College 1984 — 1988
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company May 2015 - September 2015
TJM Institutional Services January 2000 - August 2014
Sakura Dellsher 1995 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1991 - 1993
Dean Witter March 1989 - January 1991
Index Futures Group July 1988 - March 1989
Education
Augustana College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Curtis Crawford's New York Life Insurance Company Experience September 2014 - Present
Job Devoted New York Life Agent helping families in the Greater Nashville Area
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
JBrantFilms January 2011 - Present
Sherwin-Williams Paints May 2012 - October 2014
Legacy Financial Services September 2010 - February 2012
A Guy With A Mower March 2009 - September 2010
Tennessee Dixie Youth, Boys, and Majors June 2004 - September 2010
Skills
Time Management, Direct Sales, Problem Solving, Building Relationships, Business Networking, Customer Satisfaction, Insurance, Protection Planning, Risk Management
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business, Management
Greenbrier High School 2001 — 2005
Austin Peay State University
Austin Peay State University
New York Life Insurance Company September 2014 - Present
JBrantFilms January 2011 - Present
Sherwin-Williams Paints May 2012 - October 2014
Legacy Financial Services September 2010 - February 2012
A Guy With A Mower March 2009 - September 2010
Tennessee Dixie Youth, Boys, and Majors June 2004 - September 2010
Skills
Time Management, Direct Sales, Problem Solving, Building Relationships, Business Networking, Customer Satisfaction, Insurance, Protection Planning, Risk Management
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business, Management
Greenbrier High School 2001 — 2005
Austin Peay State University
Austin Peay State University
James Potvin James Potvin's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life offering many services and products including personal planning and life insurance strategies.
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
Author at James P LLC June 2007 - December 2014
Ferrets Run Wild, LLC January 2007 - December 2014
Novo1 November 2013 - August 2014
Horizon Billing Specialists LLC January 2011 - September 2012
United American Insurance Company May 2006 - January 2007
Western Concrete February 1993 - April 2005
Skills
Sales, Management, Customer Service, New Business Development, Microsoft Office, Insurance, Social Media Marketing, Team Building, Social Media, Marketing, Microsoft Word, Online Marketing, Health Insurance, Retail, Medical Billing, Word, Healthcare Information..., HIPAA, Healthcare, Information Technology, Process Improvement, Medical Records, Online Advertising, Life Insurance, Published Author, Creative Writing, eBay, Self-publishing, Term Life Insurance, Whole Life, Fixed Annuities, Ferret, Dogs
Education
Everest Institute 2009 — 2010
Medical Coding and Billing, Medical Coding and Billing, B
Baker College Center for Graduate Studies 1997 — 2004
MBA, Business
Dale Carnegie 1994 — 1994
Public Speaking
Ferris State University 1989 — 1991
BA, Business Administration
Alpena Community College 1987 — 1989
Associate's Degree, Concrete Technology
Cadillac High School 1983 — 1987
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
New York Life Insurance Company April 2015 - Present
Author at James P LLC June 2007 - December 2014
Ferrets Run Wild, LLC January 2007 - December 2014
Novo1 November 2013 - August 2014
Horizon Billing Specialists LLC January 2011 - September 2012
United American Insurance Company May 2006 - January 2007
Western Concrete February 1993 - April 2005
Skills
Sales, Management, Customer Service, New Business Development, Microsoft Office, Insurance, Social Media Marketing, Team Building, Social Media, Marketing, Microsoft Word, Online Marketing, Health Insurance, Retail, Medical Billing, Word, Healthcare Information..., HIPAA, Healthcare, Information Technology, Process Improvement, Medical Records, Online Advertising, Life Insurance, Published Author, Creative Writing, eBay, Self-publishing, Term Life Insurance, Whole Life, Fixed Annuities, Ferret, Dogs
Education
Everest Institute 2009 — 2010
Medical Coding and Billing, Medical Coding and Billing, B
Baker College Center for Graduate Studies 1997 — 2004
MBA, Business
Dale Carnegie 1994 — 1994
Public Speaking
Ferris State University 1989 — 1991
BA, Business Administration
Alpena Community College 1987 — 1989
Associate's Degree, Concrete Technology
Cadillac High School 1983 — 1987
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Emily Biggins Emily Biggins's New York Life Insurance Company Experience 2008 - 2015
Job Teacher at Sylvan Learning centers
Industry Financial Services
Experience
Sylvan Learning centers May 2015 - Present
New York Life Insurance Company 2008 - 2015
National City Bank 2003 - 2007
Holy Name Elementary School 2001 - 2003
Skills
Windows 95, 98, XP,..., Microsoft Outlook,..., LOMA (Life Office..., FLMI (Fellow, Life..., Banking
Education
Baldwin Wallace University 1996 — 2000
Bachelor of Science in Education, Elementary Education and Teaching
Sylvan Learning centers May 2015 - Present
New York Life Insurance Company 2008 - 2015
National City Bank 2003 - 2007
Holy Name Elementary School 2001 - 2003
Skills
Windows 95, 98, XP,..., Microsoft Outlook,..., LOMA (Life Office..., FLMI (Fellow, Life..., Banking
Education
Baldwin Wallace University 1996 — 2000
Bachelor of Science in Education, Elementary Education and Teaching
Mark Reardon's New York Life Insurance Company Experience June 2015 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
The Hartford January 2015 - Present
Marriott International December 2013 - November 2014
West Cirque Entertainment June 2011 - December 2013
Happy Madison Productions June 2012 - August 2012
International Creative Management (ICM) August 2011 - February 2012
Lionsgate May 2011 - September 2011
Sony September 2010 - December 2010
Energy Vectors July 2007 - August 2010
Skills
Public Speaking, Sales, Property & Casualty..., Contractual Agreements, Talent Management, Script Analysis, Contract Negotiation, Intellectual Property, Investigative Reporting, Screenwriting, Investment Strategies, Microsoft Office, Employment Law, Social Networking, Facebook, Salesforce.com, Photoshop, Final Cut Pro, Entertainment Industry, Microsoft Excel, Marketing, Journalism, Script Coverage, Illustrator, Social Media, Creative Writing, Social Media Marketing, Microsoft Word, Sales Management, PowerPoint, Event Planning, Management, Leadership, Customer Service
Education
University of Southern California 2009 — 2013
Bachelor's Degree, Entertainment Communication, Business Administration, Cinematic Arts
AUT University 2012 — 2012
Bachelor of Applied Science (B.A.Sc.), International Business/Trade/Commerce
New York Life Insurance Company June 2015 - Present
The Hartford January 2015 - Present
Marriott International December 2013 - November 2014
West Cirque Entertainment June 2011 - December 2013
Happy Madison Productions June 2012 - August 2012
International Creative Management (ICM) August 2011 - February 2012
Lionsgate May 2011 - September 2011
Sony September 2010 - December 2010
Energy Vectors July 2007 - August 2010
Skills
Public Speaking, Sales, Property & Casualty..., Contractual Agreements, Talent Management, Script Analysis, Contract Negotiation, Intellectual Property, Investigative Reporting, Screenwriting, Investment Strategies, Microsoft Office, Employment Law, Social Networking, Facebook, Salesforce.com, Photoshop, Final Cut Pro, Entertainment Industry, Microsoft Excel, Marketing, Journalism, Script Coverage, Illustrator, Social Media, Creative Writing, Social Media Marketing, Microsoft Word, Sales Management, PowerPoint, Event Planning, Management, Leadership, Customer Service
Education
University of Southern California 2009 — 2013
Bachelor's Degree, Entertainment Communication, Business Administration, Cinematic Arts
AUT University 2012 — 2012
Bachelor of Applied Science (B.A.Sc.), International Business/Trade/Commerce
Martin J. Tartaglia's New York Life Insurance Company Experience May 2011 - August 2012
Job Major Account Executive at Fusion Logistics
Industry Logistics and Supply Chain
Experience
Fusion Logistics May 2015 - Present
Fusion Logistics September 2013 - May 2015
State Farm Insurance September 2012 - September 2013
USA Hockey 2004 - March 2013
New York Life Insurance Company May 2011 - August 2012
Minnesota State High School League November 2004 - March 2012
Mutual of Omaha April 2010 - June 2011
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Health Insurance, IRAs, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Retirement, Mutual Funds, Sales, Customer Service, Strategic Financial..., Account Management, Cold Calling, Risk Management, 401k
Education
Augsburg College 2005 — 2009
Business Administration
Fusion Logistics May 2015 - Present
Fusion Logistics September 2013 - May 2015
State Farm Insurance September 2012 - September 2013
USA Hockey 2004 - March 2013
New York Life Insurance Company May 2011 - August 2012
Minnesota State High School League November 2004 - March 2012
Mutual of Omaha April 2010 - June 2011
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Health Insurance, IRAs, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Retirement, Mutual Funds, Sales, Customer Service, Strategic Financial..., Account Management, Cold Calling, Risk Management, 401k
Education
Augsburg College 2005 — 2009
Business Administration
Nathan Kolman's New York Life Insurance Company Experience June 2013 - August 2013
Job Associate, Finance Rotation at Boston Scientific
Industry Financial Services
Experience
Boston Scientific June 2014 - Present
New York Life Insurance Company June 2013 - August 2013
BK Trading June 2012 - August 2012
Carson-Pirie Scott December 2011 - January 2012
CMZ Trading June 2011 - August 2011
Beat Bomb January 2011 - May 2011
Flathead Lake Distance Running Camp June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Minitab, HTML, Microsoft Access, ThinkOrSwim, Trading Technologies ADL, Spanish, E-commerce, Access, Analysis, Photoshop, Facebook, Trading, Social Media, Customer Service, Microsoft Office, Adobe Creative Suite, Social Networking, Outlook, Mac, Inventory Management, Sales, English, Matlab, MS Project, Options
Education
Babson College 2010 — 2014
Bachelor of Science in Business Managment, Finance and Business Analytics, Senior
Boston Scientific June 2014 - Present
New York Life Insurance Company June 2013 - August 2013
BK Trading June 2012 - August 2012
Carson-Pirie Scott December 2011 - January 2012
CMZ Trading June 2011 - August 2011
Beat Bomb January 2011 - May 2011
Flathead Lake Distance Running Camp June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Minitab, HTML, Microsoft Access, ThinkOrSwim, Trading Technologies ADL, Spanish, E-commerce, Access, Analysis, Photoshop, Facebook, Trading, Social Media, Customer Service, Microsoft Office, Adobe Creative Suite, Social Networking, Outlook, Mac, Inventory Management, Sales, English, Matlab, MS Project, Options
Education
Babson College 2010 — 2014
Bachelor of Science in Business Managment, Finance and Business Analytics, Senior
Anita Collins Anita Collins's New York Life Insurance Company Experience December 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
County College of Morris August 2011 - Present
Hobby Industry Association December 1996 - December 2004
Skills
Public Speaking, Customer Service, Teaching, Coaching, Microsoft Office, Leadership Development, Non-profits, Leadership, Strategic Planning, Research, Event Planning, Marketing, Negotiation, Budgets, Team Building, Copy Editing, Microsoft Excel
Education
New York University 1984 — 1986
Master of Arts (M.A.), Industrial/Corporate Management and Training
Ball State University 1980 — 1984
Bachelor of Arts (B.A.), Environmental Design/Architecture
New York Life Insurance Company December 2011 - Present
County College of Morris August 2011 - Present
Hobby Industry Association December 1996 - December 2004
Skills
Public Speaking, Customer Service, Teaching, Coaching, Microsoft Office, Leadership Development, Non-profits, Leadership, Strategic Planning, Research, Event Planning, Marketing, Negotiation, Budgets, Team Building, Copy Editing, Microsoft Excel
Education
New York University 1984 — 1986
Master of Arts (M.A.), Industrial/Corporate Management and Training
Ball State University 1980 — 1984
Bachelor of Arts (B.A.), Environmental Design/Architecture
Zach St. Amand Zach St. Amand's New York Life Insurance Company Experience May 2011 - August 2011
Job Channel Operations Analyst at PTC
Industry Management Consulting
Experience
PTC July 2014 - Present
SolidWorks - Dassault Systèmes June 2013 - September 2013
Driftwood Capital January 2013 - April 2013
Michael's Harborside May 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
My Carpenter May 2008 - August 2011
Skills
Market Research, Salesforce.com, Sales, Research, Management, Team Leadership, Project Management, Business Strategy, Team Management, Microsoft Office, Marketing, Analysis, Project Planning, Leadership, Marketing Strategy, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Australian Catholic University
International Business
St. John's Prep 2006 — 2010
High School
PTC July 2014 - Present
SolidWorks - Dassault Systèmes June 2013 - September 2013
Driftwood Capital January 2013 - April 2013
Michael's Harborside May 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
My Carpenter May 2008 - August 2011
Skills
Market Research, Salesforce.com, Sales, Research, Management, Team Leadership, Project Management, Business Strategy, Team Management, Microsoft Office, Marketing, Analysis, Project Planning, Leadership, Marketing Strategy, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Australian Catholic University
International Business
St. John's Prep 2006 — 2010
High School
Lars Lambrecht, CFP, CLU, CLTC's New York Life Insurance Company Experience December 2010 - September 2014
Job Financial Services Executive
Industry Financial Services
Experience
Oasis Financial Services October 2014 - Present
New York Life Insurance Company December 2010 - September 2014
Genworth Financial July 2006 - December 2010
MetLife April 1999 - April 2006
American Express Financial Advisors May 1992 - April 1999
Skills
Long Term Care, Financial Planning, Annuities, Disability Insurance, Annuity, Direct Recruiting, Development Of People, Sales Management, Term Life Insurance, Investments, Asset Management, Asset Protection, College Savings Plans, Retirement Planning, Estate Planning, Estate Tax Planning, Retirement Income..., Retirement Solutions, Retirement Plan..., Retirement Plan..., Tax Law, Public Speaking, Digital Marketing, Retirement, Long Term Care Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Leadership, Recruiting, Health Insurance, Wealth Accumulation, IRAs, People Development, Financial Planners, Sales, Business Planning, Securities, Series 63, Life Insurance, Series 6, 401k, Finance
Education
Babson College 1988 — 1992
B.S., Marketing
Oasis Financial Services October 2014 - Present
New York Life Insurance Company December 2010 - September 2014
Genworth Financial July 2006 - December 2010
MetLife April 1999 - April 2006
American Express Financial Advisors May 1992 - April 1999
Skills
Long Term Care, Financial Planning, Annuities, Disability Insurance, Annuity, Direct Recruiting, Development Of People, Sales Management, Term Life Insurance, Investments, Asset Management, Asset Protection, College Savings Plans, Retirement Planning, Estate Planning, Estate Tax Planning, Retirement Income..., Retirement Solutions, Retirement Plan..., Retirement Plan..., Tax Law, Public Speaking, Digital Marketing, Retirement, Long Term Care Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Leadership, Recruiting, Health Insurance, Wealth Accumulation, IRAs, People Development, Financial Planners, Sales, Business Planning, Securities, Series 63, Life Insurance, Series 6, 401k, Finance
Education
Babson College 1988 — 1992
B.S., Marketing
John Schierbaum John Schierbaum's New York Life Insurance Company Experience April 1998 - March 2006
Job Manager Information Technology, Blue Cross Blue Shield of Kansas City
Industry Insurance
Experience
Blue Cross & Blue Shield of Kansas City March 2006 - Present
New York Life Insurance Company April 1998 - March 2006
Skills
Data Analysis, Contract Negotiations, Insurance, Process Improvement, Customer Relations, Vendor Management, Risk Management, Management, Customer Service, Contract Negotiation, Project Management, Strategic Planning, Resource Management, Business Analysis, Business Process..., Analysis, Business Intelligence, Business Process, CRM, Change Management, Team Leadership, PMP, Cross-functional Team..., Leadership, MS Project, Operations Management, PMO, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, SDLC, Software Documentation, Visio
Education
Baker University
Bachelors, Business
Project Management Institute
PMP
State University of New York College at Oswego
UMKC - The Bloch School of Management
Executive Leadership Program
Blue Cross & Blue Shield of Kansas City March 2006 - Present
New York Life Insurance Company April 1998 - March 2006
Skills
Data Analysis, Contract Negotiations, Insurance, Process Improvement, Customer Relations, Vendor Management, Risk Management, Management, Customer Service, Contract Negotiation, Project Management, Strategic Planning, Resource Management, Business Analysis, Business Process..., Analysis, Business Intelligence, Business Process, CRM, Change Management, Team Leadership, PMP, Cross-functional Team..., Leadership, MS Project, Operations Management, PMO, Program Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, SDLC, Software Documentation, Visio
Education
Baker University
Bachelors, Business
Project Management Institute
PMP
State University of New York College at Oswego
UMKC - The Bloch School of Management
Executive Leadership Program
Taj Sareen Taj Sareen's New York Life Insurance Company Experience May 2002 - September 2002
Job F/A18 Pilot, Major, United States Marine Corps
Industry Military
Experience
United States Marine Corps February 2005 - Present
New York Life Insurance Company May 2002 - September 2002
AOL May 2000 - September 2001
Skills
Business Development, Research, Team Leadership, Event Planning, Counterterrorism, Intelligence Analysis, Aviation, Operations Management, Project Management, Public Speaking, Top Secret, Military Experience, Program Management, DoD, Force Protection, Government, Military, Military Operations, National Security, Operational Planning, Security Clearance
Education
Auburn University 2014 — 2015
Master's degree, Military and Strategic Leadership
University of San Francisco 1999 — 2004
Bachelor of Science (BS), Political Science / Economics
United States Marine Corps February 2005 - Present
New York Life Insurance Company May 2002 - September 2002
AOL May 2000 - September 2001
Skills
Business Development, Research, Team Leadership, Event Planning, Counterterrorism, Intelligence Analysis, Aviation, Operations Management, Project Management, Public Speaking, Top Secret, Military Experience, Program Management, DoD, Force Protection, Government, Military, Military Operations, National Security, Operational Planning, Security Clearance
Education
Auburn University 2014 — 2015
Master's degree, Military and Strategic Leadership
University of San Francisco 1999 — 2004
Bachelor of Science (BS), Political Science / Economics
Megan Flaherty's New York Life Insurance Company Experience September 2012 - July 2013
Job Associate, RFP Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC June 2014 - Present
BHA July 2013 - June 2014
New York Life Insurance Company September 2012 - July 2013
Babson College January 2009 - May 2012
SpaceClaim April 2011 - August 2011
C.H. Consulting January 2009 - August 2010
Skills
Microsoft Office, Market Research, Salesforce.com, Leadership, CRM, Business Development, Research, Time Management, Data Analysis, Financial Analysis, Marketing, Training, Entrepreneurship, Microsoft Excel, Analysis
Education
Babson College 2008 — 2012
Bachelor of Science (BS), Finance & Marketing
Hollis Brookline High School 2004 — 2008
The Boston Company Asset Management, LLC June 2014 - Present
BHA July 2013 - June 2014
New York Life Insurance Company September 2012 - July 2013
Babson College January 2009 - May 2012
SpaceClaim April 2011 - August 2011
C.H. Consulting January 2009 - August 2010
Skills
Microsoft Office, Market Research, Salesforce.com, Leadership, CRM, Business Development, Research, Time Management, Data Analysis, Financial Analysis, Marketing, Training, Entrepreneurship, Microsoft Excel, Analysis
Education
Babson College 2008 — 2012
Bachelor of Science (BS), Finance & Marketing
Hollis Brookline High School 2004 — 2008
Jeff Buress's New York Life Insurance Company Experience May 2010 - September 2010
Job Sr. Investment Analyst at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management March 2012 - Present
Fidelity Investments May 2011 - August 2011
New York Life Insurance Company May 2010 - September 2010
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance; Quantitative Methods
Cumberland High School 2004 — 2008
High School Diploma
Pathway Capital Management March 2012 - Present
Fidelity Investments May 2011 - August 2011
New York Life Insurance Company May 2010 - September 2010
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance; Quantitative Methods
Cumberland High School 2004 — 2008
High School Diploma
Moses Mwizerwa Moses Mwizerwa's New York Life Insurance Company Experience December 2012 - Present
Job Agent at Liberty Mutual Insurance
Industry Marketing and Advertising
Experience
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance October 2011 - August 2012
American General January 2009 - October 2011
Maximus Marketing Inc. March 2007 - August 2007
Skills
Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Retirement, Whole Life, Fixed Annuities, Property & Casualty..., Marketing, Employee Benefits, Strategic Financial..., General Insurance, Health Insurance, Commercial Insurance, Long-term Care, Customer Service
Education
Austin Peay State University 2007 — 2008
Business Management
Western Kentucky University 2004 — 2006
Business Management
Brentwood Academy 2000 — 2004
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance October 2011 - August 2012
American General January 2009 - October 2011
Maximus Marketing Inc. March 2007 - August 2007
Skills
Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Retirement, Whole Life, Fixed Annuities, Property & Casualty..., Marketing, Employee Benefits, Strategic Financial..., General Insurance, Health Insurance, Commercial Insurance, Long-term Care, Customer Service
Education
Austin Peay State University 2007 — 2008
Business Management
Western Kentucky University 2004 — 2006
Business Management
Brentwood Academy 2000 — 2004
John E. Kittelson, RHU, CLTC John E. Kittelson, RHU, CLTC's New York Life Insurance Company Experience May 1973 - Present
Job Financial Services Professional at New York Life Insurance Co.
Industry Financial Services
Experience
NYIFE Securities December 1982 - Present
New York Life Insurance Company May 1973 - Present
Skills
Strategic Financial..., Long Term Care Insurance, IRAs, Licensed Life & Health..., Roth IRA, 401k Rollovers, mutu, Retirement Planning, Estate Planning, Financial Advisory, Wealth Management..., College Savings Plans, Securities, Variable Annuities, Wealth, Asset Allocation, Investment Strategies, Whole Life, 529 Plans, Key Person Insurance, Personal Financial..., FINRA, Retirement Plan..., Pensions, High Net Worth..., Income Protection, Qualified Retirement..., Financial Goals, Retirement Savings, Saving for Education, Investment Management, Personal Finance, Permanent Life Insurance, Public Speaking, Team Building, Customer Service, Leadership
Education
National Defense University, Washington, DC
Graduate, Management
Northwest Missouri State University
Graduate, Insurance
US Air Force Command & Staff College, Montgomery, AL
Graduate, Management
Augustana University (SD) 1954 — 1961
BS, Mathematics
US Air Force Pilot Training
Graduate, Aviation
NYIFE Securities December 1982 - Present
New York Life Insurance Company May 1973 - Present
Skills
Strategic Financial..., Long Term Care Insurance, IRAs, Licensed Life & Health..., Roth IRA, 401k Rollovers, mutu, Retirement Planning, Estate Planning, Financial Advisory, Wealth Management..., College Savings Plans, Securities, Variable Annuities, Wealth, Asset Allocation, Investment Strategies, Whole Life, 529 Plans, Key Person Insurance, Personal Financial..., FINRA, Retirement Plan..., Pensions, High Net Worth..., Income Protection, Qualified Retirement..., Financial Goals, Retirement Savings, Saving for Education, Investment Management, Personal Finance, Permanent Life Insurance, Public Speaking, Team Building, Customer Service, Leadership
Education
National Defense University, Washington, DC
Graduate, Management
Northwest Missouri State University
Graduate, Insurance
US Air Force Command & Staff College, Montgomery, AL
Graduate, Management
Augustana University (SD) 1954 — 1961
BS, Mathematics
US Air Force Pilot Training
Graduate, Aviation
Crystal Collier Crystal Collier's New York Life Insurance Company Experience 2010 - 2013
Job International Marketing and Life Insurance Advocate
Industry International Trade and Development
Experience
Southern Forest Products Association - SFPA 2011 - Present
New York Life Insurance Company 2010 - 2013
Gray Falcon Mfg Co October 2008 - May 2010
Gulf South Forest Products September 2007 - September 2008
Alabama Department of Agriculture and Industries February 2004 - August 2007
Russell Do it Express July 1999 - December 2001
Education
China Foreign Affairs University 2004 — 2004
Summer Program, Chinese and US Congressional Foreign Policy
Auburn University at Montgomery 1999 — 2004
BSBA, Economics, International Business
Universidad Veritas 2002 — 2002
Spring Program, Intensive Spanish Study
Southern Forest Products Association - SFPA 2011 - Present
New York Life Insurance Company 2010 - 2013
Gray Falcon Mfg Co October 2008 - May 2010
Gulf South Forest Products September 2007 - September 2008
Alabama Department of Agriculture and Industries February 2004 - August 2007
Russell Do it Express July 1999 - December 2001
Education
China Foreign Affairs University 2004 — 2004
Summer Program, Chinese and US Congressional Foreign Policy
Auburn University at Montgomery 1999 — 2004
BSBA, Economics, International Business
Universidad Veritas 2002 — 2002
Spring Program, Intensive Spanish Study
Telaya Grant Telaya Grant's New York Life Insurance Company Experience May 1997 - 2002
Job Sr. Client Executive, Tribal Nations
Industry Insurance
Experience
Blue Cross and Blue Shield of Minnesota June 2015 - Present
Edina Realty October 2014 - Present
Arthur J. Gallagher & Co. December 2013 - Present
Talec Group Insurance Services, (TGIS)Inc. April 2000 - September 2013
New York Life Insurance Company May 1997 - 2002
Hartford Life Insurance Company February 1997 - March 2000
Reliastar Life Insurance Company August 1995 - February 1997
Macy's November 1991 - December 1995
Skills
Life Insurance, Health Insurance, Insurance, Disability Insurance, Health Savings Accounts, Investments, Long-term Care, Term Life Insurance, Small Business, Underwriting, Strategic Planning, Employee Benefits, Business Strategy, Strategic Financial..., Insurance..., Consumate Entrepreneur, Trainer, Management Consulting, Estate Planning, Entrepreneur, Accident, Account Management, Critical Illness, Entrepreneurship, Fixed Annuities, Leadership, Management, Risk Management, Whole Life, Sales, Universal Life, Brokers, 401k, Health Care Reform, Retirement, Training
Education
University of St. Thomas - Opus College of Business 2015 — 2015
Mini MBA, Business Administration and Management, General
Augsburg College 1989 — 1993
Business Administration, Economics, Macro, Micro Economics
William Mitchell College of Law 1989 — 1990
General Studies, Entertainment Law
Blue Cross and Blue Shield of Minnesota June 2015 - Present
Edina Realty October 2014 - Present
Arthur J. Gallagher & Co. December 2013 - Present
Talec Group Insurance Services, (TGIS)Inc. April 2000 - September 2013
New York Life Insurance Company May 1997 - 2002
Hartford Life Insurance Company February 1997 - March 2000
Reliastar Life Insurance Company August 1995 - February 1997
Macy's November 1991 - December 1995
Skills
Life Insurance, Health Insurance, Insurance, Disability Insurance, Health Savings Accounts, Investments, Long-term Care, Term Life Insurance, Small Business, Underwriting, Strategic Planning, Employee Benefits, Business Strategy, Strategic Financial..., Insurance..., Consumate Entrepreneur, Trainer, Management Consulting, Estate Planning, Entrepreneur, Accident, Account Management, Critical Illness, Entrepreneurship, Fixed Annuities, Leadership, Management, Risk Management, Whole Life, Sales, Universal Life, Brokers, 401k, Health Care Reform, Retirement, Training
Education
University of St. Thomas - Opus College of Business 2015 — 2015
Mini MBA, Business Administration and Management, General
Augsburg College 1989 — 1993
Business Administration, Economics, Macro, Micro Economics
William Mitchell College of Law 1989 — 1990
General Studies, Entertainment Law
Tim Ellen's New York Life Insurance Company Experience 1989 - 2015
Job Show Host at The Coach Pat Dye Show
Industry Broadcast Media
Experience
The Coach Pat Dye Show August 2013 - Present
New York Life Insurance Company 1989 - 2015
Education
Auburn University 1977 — 1981
Bachelor of Arts (B.A.)
The Coach Pat Dye Show August 2013 - Present
New York Life Insurance Company 1989 - 2015
Education
Auburn University 1977 — 1981
Bachelor of Arts (B.A.)
Malissa Cubberley Malissa Cubberley's New York Life Insurance Company Experience January 2013 - September 2013
Job Sr Inside Sales at Office Depot
Industry Consumer Services
Experience
Office Depot February 2014 - Present
Send Out Cards October 2008 - Present
Invenio Marketing Solutions 2013 - February 2014
New York Life Insurance Company January 2013 - September 2013
AT&T Mobility August 2003 - January 2013
Skills
Direct Sales, Small Business, Entrepreneurship, Sales, Marketing, Sales Management, Social Networking, Networking, Social Media Marketing, Coaching, Online Advertising, Customer Service, Team Building, Marketing Strategy, Customer Retention, Advertising, New Business Development, Public Speaking, Business Networking, Social Media, Online Marketing, Training, Management, Time Management
Education
Austin Community College 2013 — 2015
Associate of Applied Science Degree, Construction Management
Forsan High School 1989 — 1993
Office Depot February 2014 - Present
Send Out Cards October 2008 - Present
Invenio Marketing Solutions 2013 - February 2014
New York Life Insurance Company January 2013 - September 2013
AT&T Mobility August 2003 - January 2013
Skills
Direct Sales, Small Business, Entrepreneurship, Sales, Marketing, Sales Management, Social Networking, Networking, Social Media Marketing, Coaching, Online Advertising, Customer Service, Team Building, Marketing Strategy, Customer Retention, Advertising, New Business Development, Public Speaking, Business Networking, Social Media, Online Marketing, Training, Management, Time Management
Education
Austin Community College 2013 — 2015
Associate of Applied Science Degree, Construction Management
Forsan High School 1989 — 1993
Jacob Storbeck's New York Life Insurance Company Experience August 2010 - March 2011
Job Lead Generation Specialist at EBQuickstart
Industry Hospitality
Experience
The Belmont March 2011 - September 2011
New York Life Insurance Company August 2010 - March 2011
H.E. Butt Grocery Co. November 2005 - October 2010
Skills
Sales, Customer Service, Leadership, Time Management, Microsoft Office, Event Planning, Microsoft Excel, Customer Satisfaction, Cold Calling, PowerPoint, Marketing, Team Building, Inventory Management, Microsoft Word, Sales Management, Hospitality, Restaurant Management, Food & Beverage, Bartending, Music Production, Supply Ordering, Phone Etiquette
Education
Austin Community College 2012 — 2014
Texas A&M University 2003 — 2007
Philosophy, Music, Forestry
The Belmont March 2011 - September 2011
New York Life Insurance Company August 2010 - March 2011
H.E. Butt Grocery Co. November 2005 - October 2010
Skills
Sales, Customer Service, Leadership, Time Management, Microsoft Office, Event Planning, Microsoft Excel, Customer Satisfaction, Cold Calling, PowerPoint, Marketing, Team Building, Inventory Management, Microsoft Word, Sales Management, Hospitality, Restaurant Management, Food & Beverage, Bartending, Music Production, Supply Ordering, Phone Etiquette
Education
Austin Community College 2012 — 2014
Texas A&M University 2003 — 2007
Philosophy, Music, Forestry
Sandy Cooley's New York Life Insurance Company Experience September 2011 - September 2012
Job Life and Health Agent at Virtual Financial Group VFG
Industry Financial Services
Experience
Virtual Financial Group VFG December 2014 - Present
Virtual Financial Group VFG December 2014 - Present
New York Life Insurance Company September 2011 - September 2012
Skills
Microsoft Office, Financial Analysis, Leadership, Risk Management, Sales, Finance, Interpersonal Skills, Customer Service, Training, Continuous Improvement, Healthcare, Microsoft Excel, Retirement Planning, Investments, Management, Wealth Management, Insurance, Health Insurance, Life Insurance
Education
Allen School of Health Sciences 2013 — 2014
Medical Coding, Health Services/Allied Health/Health Sciences, General
Azusa Pacific University
El Camino College
Associate of Arts (A.A.), Child Development
Virtual Financial Group VFG December 2014 - Present
Virtual Financial Group VFG December 2014 - Present
New York Life Insurance Company September 2011 - September 2012
Skills
Microsoft Office, Financial Analysis, Leadership, Risk Management, Sales, Finance, Interpersonal Skills, Customer Service, Training, Continuous Improvement, Healthcare, Microsoft Excel, Retirement Planning, Investments, Management, Wealth Management, Insurance, Health Insurance, Life Insurance
Education
Allen School of Health Sciences 2013 — 2014
Medical Coding, Health Services/Allied Health/Health Sciences, General
Azusa Pacific University
El Camino College
Associate of Arts (A.A.), Child Development
Fred Pringle's New York Life Insurance Company Experience 2004 - 2006
Job Business Instructor and Department Chair
Industry Education Management
Experience
University of Phoenix April 2007 - Present
Lee Memorial AME Church 2001 - Present
H&R Block 2013 - Present
Lincoln College of Technology - Cleveland August 2011 - December 2013
Cuyahoga Community College 2011 - 2012
State Farm Insurance 2004 - 2006
New York Life Insurance Company 2004 - 2006
The Hitchcok Center for Women 2003 - 2005
Brown and Williamson Tobacco 1989 - 1996
Brown and Williamson Tobacco 1989 - 1996
Skills
Higher Education, Career Counseling, Student Affairs, Leadership, Management, Curriculum Design, Teaching, Public Speaking, Leadership Development, Coaching, Adult Education, Microsoft Office, Training, Admissions, Community Outreach, Curriculum Development, Public Relations
Education
Baldwin-Wallace College 1994 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Dayton 1980 — 1982
Bachelor of Arts (B.A.), Communication Arts, 3.3
Shaw High School
University of Phoenix
University of Phoenix April 2007 - Present
Lee Memorial AME Church 2001 - Present
H&R Block 2013 - Present
Lincoln College of Technology - Cleveland August 2011 - December 2013
Cuyahoga Community College 2011 - 2012
State Farm Insurance 2004 - 2006
New York Life Insurance Company 2004 - 2006
The Hitchcok Center for Women 2003 - 2005
Brown and Williamson Tobacco 1989 - 1996
Brown and Williamson Tobacco 1989 - 1996
Skills
Higher Education, Career Counseling, Student Affairs, Leadership, Management, Curriculum Design, Teaching, Public Speaking, Leadership Development, Coaching, Adult Education, Microsoft Office, Training, Admissions, Community Outreach, Curriculum Development, Public Relations
Education
Baldwin-Wallace College 1994 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Dayton 1980 — 1982
Bachelor of Arts (B.A.), Communication Arts, 3.3
Shaw High School
University of Phoenix
Leslie Laputz's New York Life Insurance Company Experience September 2010 - Present
Job Producer at New York Life Insurance Company
Industry Financial Services
Experience
Colonial Road Runners March 2011 - Present
New York Life Insurance Company September 2010 - Present
Suffolk University 2006 - Present
PanMass Challenge 2003 - Present
Pioneer Investments 2003 - 2008
Bay Farm Academy 1996 - 2005
United Way of Massachusetts Bay January 2001 - December 2001
Keyport Life Insurance 1980 - 2001
Skills
Mutual Funds, Strategic Planning, Financial Analysis, Investments, Research, Budgets, Process Improvement, Analysis, Insurance, Asset Managment, Strategic Financial..., Leadership, Financial Planning, Accounting, Financial Modeling, Strategy, Financial Services, Risk Management, Customer Service, Asset Management, Public Speaking, Business Analysis, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1995
MBA, Finance
Harvard University 1985 — 1987
Certificate, Administration and Management
Wesleyan University 1973 — 1977
Bachelor of Arts, Mathematical Economics
Colonial Road Runners March 2011 - Present
New York Life Insurance Company September 2010 - Present
Suffolk University 2006 - Present
PanMass Challenge 2003 - Present
Pioneer Investments 2003 - 2008
Bay Farm Academy 1996 - 2005
United Way of Massachusetts Bay January 2001 - December 2001
Keyport Life Insurance 1980 - 2001
Skills
Mutual Funds, Strategic Planning, Financial Analysis, Investments, Research, Budgets, Process Improvement, Analysis, Insurance, Asset Managment, Strategic Financial..., Leadership, Financial Planning, Accounting, Financial Modeling, Strategy, Financial Services, Risk Management, Customer Service, Asset Management, Public Speaking, Business Analysis, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1995
MBA, Finance
Harvard University 1985 — 1987
Certificate, Administration and Management
Wesleyan University 1973 — 1977
Bachelor of Arts, Mathematical Economics
Jeff Frank, CPA's New York Life Insurance Company Experience December 2012 - Present
Job Financial Services Professional helping individuals and business owners create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance September 2006 - November 2011
Management Resouces September 2004 - September 2006
Captus Ventures LLC July 2003 - August 2004
State Street Corporation September 2000 - July 2003
Boston Financial Data Services September 1990 - August 2000
State Street Bank & Trust Co. October 1987 - September 1990
Boston Financial Data Services June 1983 - October 1987
Commercial Union September 1980 - June 1983
Education
Babson College
Finance/Investments
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting
Brockton High School
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance September 2006 - November 2011
Management Resouces September 2004 - September 2006
Captus Ventures LLC July 2003 - August 2004
State Street Corporation September 2000 - July 2003
Boston Financial Data Services September 1990 - August 2000
State Street Bank & Trust Co. October 1987 - September 1990
Boston Financial Data Services June 1983 - October 1987
Commercial Union September 1980 - June 1983
Education
Babson College
Finance/Investments
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting
Brockton High School
Scott Speaker's New York Life Insurance Company Experience December 2000 - September 2008
Job Chief Architect at Gen Re
Industry Insurance
Experience
Gen Re March 2012 - Present
Prudential Financial 2008 - March 2012
New York Life Insurance Company December 2000 - September 2008
Tunxis Community College 1995 - 2000
Education
Babson College 1992 — 1993
Ball State University 1992 — 1993
MA, Technology Education
Central Connecticut State University 1988 — 1992
MS, Technology Education
Oliver Wolcott Technical School 1984 — 1988
High School Diploma, Graphic Arts
Gen Re March 2012 - Present
Prudential Financial 2008 - March 2012
New York Life Insurance Company December 2000 - September 2008
Tunxis Community College 1995 - 2000
Education
Babson College 1992 — 1993
Ball State University 1992 — 1993
MA, Technology Education
Central Connecticut State University 1988 — 1992
MS, Technology Education
Oliver Wolcott Technical School 1984 — 1988
High School Diploma, Graphic Arts
Brandi Rudicil's New York Life Insurance Company Experience October 2011 - August 2012
Job Actress, Marilyn Monroe Impersonator, Voice Over Artist
Industry Motion Pictures and Film
Experience
New York Life Insurance Company October 2011 - August 2012
Actress / Filmmaker 1990 - 2012
Cobblestone Realty January 2009 - 2010
Centex Homes November 2004 - December 2008
Turnberry on the Green 2002 - 2003
Skills
Negotiation, Television, New Home Sales
Education
Ball State University 1991 — 1995
bachelor's degree, telecommunications
New York Life Insurance Company October 2011 - August 2012
Actress / Filmmaker 1990 - 2012
Cobblestone Realty January 2009 - 2010
Centex Homes November 2004 - December 2008
Turnberry on the Green 2002 - 2003
Skills
Negotiation, Television, New Home Sales
Education
Ball State University 1991 — 1995
bachelor's degree, telecommunications
Lindsay Chapman's New York Life Insurance Company Experience January 2010 - Present
Job Recruiting Coordinator
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
Burning River Roller Girls October 2009 - Present
Study Point, Inc 2008 - Present
Gap Inc. December 2008 - April 2010
Education
Cleveland State University 2006 — 2007
M. Ed., Integrated Language Arts 7-12
Baldwin Wallace University 2001 — 2004
Bachelor of Arts, English
New York Life Insurance Company January 2010 - Present
Burning River Roller Girls October 2009 - Present
Study Point, Inc 2008 - Present
Gap Inc. December 2008 - April 2010
Education
Cleveland State University 2006 — 2007
M. Ed., Integrated Language Arts 7-12
Baldwin Wallace University 2001 — 2004
Bachelor of Arts, English
Kevin Berlan's New York Life Insurance Company Experience February 2010 - September 2010
Job at
Industry Logistics and Supply Chain
Experience
Enterprise Spectrum (Omnicom Group) February 2014 - Present
Greatwide Logistics Services February 2013 - February 2014
Greatwide Logistics Services June 2012 - February 2013
Greatwide Logistics Services November 2011 - June 2012
Self Employed September 2010 - October 2011
New York Life Insurance Company February 2010 - September 2010
Hertz Local Edition July 2008 - December 2009
The Marshall Legacy Institute May 2005 - August 2005
Skills
Training, Logistics, Time Management, Budgets, Marketing, Research, Policy, Nonprofits, Finance, Business Strategy, Entrepreneurship, Customer Satisfaction, Microsoft Excel, Process Improvement, Microsoft Office, Inventory Management, Customer Service, PowerPoint, Payroll, Financial Analysis, Communication, Financial Management..., Market Research, Billing Process
Education
Southern Methodist University - Cox School of Business 2015 — 2015
Graduate Business Analytics Certificate Program, Business Analytics
Austin College 2004 — 2008
Bachelor of Arts in Business Administration, Minor in Philosphy, 3.1 GPA
Bond University 2007 — 2007
Study Abroad Student, Business, Philosophy
Enterprise Spectrum (Omnicom Group) February 2014 - Present
Greatwide Logistics Services February 2013 - February 2014
Greatwide Logistics Services June 2012 - February 2013
Greatwide Logistics Services November 2011 - June 2012
Self Employed September 2010 - October 2011
New York Life Insurance Company February 2010 - September 2010
Hertz Local Edition July 2008 - December 2009
The Marshall Legacy Institute May 2005 - August 2005
Skills
Training, Logistics, Time Management, Budgets, Marketing, Research, Policy, Nonprofits, Finance, Business Strategy, Entrepreneurship, Customer Satisfaction, Microsoft Excel, Process Improvement, Microsoft Office, Inventory Management, Customer Service, PowerPoint, Payroll, Financial Analysis, Communication, Financial Management..., Market Research, Billing Process
Education
Southern Methodist University - Cox School of Business 2015 — 2015
Graduate Business Analytics Certificate Program, Business Analytics
Austin College 2004 — 2008
Bachelor of Arts in Business Administration, Minor in Philosphy, 3.1 GPA
Bond University 2007 — 2007
Study Abroad Student, Business, Philosophy
Gennifer Golden's New York Life Insurance Company Experience April 2009 - Present
Job at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2009 - Present
Xpress Loan Servicing January 2006 - December 2008
Education
Baldwin Wallace University 2001 — 2004
BA, Business Administration
New York Life Insurance Company April 2009 - Present
Xpress Loan Servicing January 2006 - December 2008
Education
Baldwin Wallace University 2001 — 2004
BA, Business Administration
Doug Scholla's New York Life Insurance Company Experience September 2002 - December 2008
Job CFO Scholla Financial, Inc.
Industry Insurance
Experience
Modern Woodmen of America October 2010 - Present
Sons of Norway October 2008 - Present
Scholla Financial, Inc February 2008 - Present
BlueCross BlueShield of MN 1995 - Present
New York Life Insurance Company September 2002 - December 2008
Lutheran Brotherhood Insurance Company September 1979 - September 2002
Gonvick Public Schools September 1978 - July 1979
Watertown MN Public School September 1972 - August 1978
Skills
Insurance, Banking, Customer Service, Financial Planning, Compliance, Strategic Financial..., Medicare, Team Building, Disability Insurance, Health Insurance, Process Improvement, Estate Planning, Long Term Care Insurance, Strategic Planning, Retirement Planning, Fixed Annuities, Employee Benefits, Underwriting, Retirement, Mutual Funds, Long-term Care, Life Insurance, Finance, Investments, Term Life Insurance, Financial Analysis, Universal Life, 401k, Roth IRA, IRAs, Leadership, Financial Services, Series 7, Whole Life, Financial Advisory, Financial Planners, 401k Rollovers, Wealth Management, Wealth Accumulation, Series 63, Investment Advisory, Asset Allocation, Small Business, Series 6, Wealth, Mortgage Lending
Education
St. Cloud State University 1973 — 1979
Education, Education Administration
Augsburg College 1966 — 1970
BS Education, Biology
Modern Woodmen of America October 2010 - Present
Sons of Norway October 2008 - Present
Scholla Financial, Inc February 2008 - Present
BlueCross BlueShield of MN 1995 - Present
New York Life Insurance Company September 2002 - December 2008
Lutheran Brotherhood Insurance Company September 1979 - September 2002
Gonvick Public Schools September 1978 - July 1979
Watertown MN Public School September 1972 - August 1978
Skills
Insurance, Banking, Customer Service, Financial Planning, Compliance, Strategic Financial..., Medicare, Team Building, Disability Insurance, Health Insurance, Process Improvement, Estate Planning, Long Term Care Insurance, Strategic Planning, Retirement Planning, Fixed Annuities, Employee Benefits, Underwriting, Retirement, Mutual Funds, Long-term Care, Life Insurance, Finance, Investments, Term Life Insurance, Financial Analysis, Universal Life, 401k, Roth IRA, IRAs, Leadership, Financial Services, Series 7, Whole Life, Financial Advisory, Financial Planners, 401k Rollovers, Wealth Management, Wealth Accumulation, Series 63, Investment Advisory, Asset Allocation, Small Business, Series 6, Wealth, Mortgage Lending
Education
St. Cloud State University 1973 — 1979
Education, Education Administration
Augsburg College 1966 — 1970
BS Education, Biology
Jennifer Cauthern-Allen's New York Life Insurance Company Experience September 2010 - Present
Job Disbursement Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - Present
Austin Peay State University August 2009 - December 2009
Austin Peay State University February 2008 - October 2008
Skills
Access, SQL, Microsoft Office, HTML, Testing
Education
Austin Peay State University 2004 — 2009
New York Life Insurance Company September 2010 - Present
Austin Peay State University August 2009 - December 2009
Austin Peay State University February 2008 - October 2008
Skills
Access, SQL, Microsoft Office, HTML, Testing
Education
Austin Peay State University 2004 — 2009
Laura Loesch's New York Life Insurance Company Experience October 2009 - 2011
Job Board of Directors, Treasurer
Industry Financial Services
Experience
Private Attorney at Law 2011 - 2014
New York Life Insurance Company October 2009 - 2011
NatCity Investments, Inc. December 2001 - August 2007
NatCity Investments, Inc. August 1995 - December 2001
McDonald Investments 1994 - 1995
Skills
Fixed Income, Financial Services, Securities, Investments, Change Management, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Loans, Treasury Management, Bookkeeping, Board of Directors, Finance, Leadership, Risk Management
Education
Baldwin-Wallace College
Private Attorney at Law 2011 - 2014
New York Life Insurance Company October 2009 - 2011
NatCity Investments, Inc. December 2001 - August 2007
NatCity Investments, Inc. August 1995 - December 2001
McDonald Investments 1994 - 1995
Skills
Fixed Income, Financial Services, Securities, Investments, Change Management, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Loans, Treasury Management, Bookkeeping, Board of Directors, Finance, Leadership, Risk Management
Education
Baldwin-Wallace College
Clay Edwards's New York Life Insurance Company Experience January 2006 - Present
Job Associate at WealthMark Financial Solutions in Montgomery, AL
Industry Financial Services
Experience
NYLIFE Securities LLC 2007 - Present
WealthMark Financial Solutions, LLC January 2006 - Present
New York Life Insurance Company January 2006 - Present
Edwards Lawn Service April 1997 - December 2005
Lagoon Park Batting Cages 1999 - 2000
Skills
Insurance, Investments, Estate Planning, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, IRAs, Financial Services, Asset Protection, Small Business, Wealth Accumulation, Key Person Protection, Annuity Sales, Succession Planning, Wealth Preservation..., 401(k) Rollovers, Gifting Strategies, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Licensed in Long-Term..., Mutual Funds
Education
Auburn University at Montgomery 2002 — 2004
Business/Commerce, General
Robert E. Lee High School 1999 — 2002
Capitol Heights Junior High School 1996 — 1999
Morningview Elementary School 1989 — 1996
NYLIFE Securities LLC 2007 - Present
WealthMark Financial Solutions, LLC January 2006 - Present
New York Life Insurance Company January 2006 - Present
Edwards Lawn Service April 1997 - December 2005
Lagoon Park Batting Cages 1999 - 2000
Skills
Insurance, Investments, Estate Planning, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, IRAs, Financial Services, Asset Protection, Small Business, Wealth Accumulation, Key Person Protection, Annuity Sales, Succession Planning, Wealth Preservation..., 401(k) Rollovers, Gifting Strategies, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Licensed in Long-Term..., Mutual Funds
Education
Auburn University at Montgomery 2002 — 2004
Business/Commerce, General
Robert E. Lee High School 1999 — 2002
Capitol Heights Junior High School 1996 — 1999
Morningview Elementary School 1989 — 1996
Nancy Renee Borg's New York Life Insurance Company Experience February 2013 - March 2015
Job Data Center Technical Marketing Specialist
Industry Information Technology and Services
Experience
Retirement Systems of Alabama April 2015 - Present
New York Life Insurance Company February 2013 - March 2015
TMX Finance May 2012 - February 2013
SAIC April 2011 - May 2012
Unisys May 2006 - April 2011
EMC October 2000 - September 2006
Computer Tech Enterprise October 1995 - January 2000
Skills
Disaster Recovery, VMware, Enterprise Architecture, Security, Windows Server, Network Security, Servers, Active Directory, Virtualization, System Administration, Data Center, ITIL, SAN, IT Management, Storage Area Networks, DNS, Microsoft Exchange, Integration, Cloud Computing, VMware ESX, IT Strategy, Vendor Management, Operating Systems, Information Technology, IT Operations, Infrastructure, Unix, Microsoft SQL Server, Cisco Technologies, SharePoint, Storage, Netbackup, vSphere, EMC Storage, Brocade Fibre Switches, EMC RecoverPoint, Hitachi Storage, Compellent, VMware vSphere, NetBackup
Education
Auburn University at Montgomery 2009 — 2013
BSBA, Information Systems Data Storage and Management, 3.67 GPA
Retirement Systems of Alabama April 2015 - Present
New York Life Insurance Company February 2013 - March 2015
TMX Finance May 2012 - February 2013
SAIC April 2011 - May 2012
Unisys May 2006 - April 2011
EMC October 2000 - September 2006
Computer Tech Enterprise October 1995 - January 2000
Skills
Disaster Recovery, VMware, Enterprise Architecture, Security, Windows Server, Network Security, Servers, Active Directory, Virtualization, System Administration, Data Center, ITIL, SAN, IT Management, Storage Area Networks, DNS, Microsoft Exchange, Integration, Cloud Computing, VMware ESX, IT Strategy, Vendor Management, Operating Systems, Information Technology, IT Operations, Infrastructure, Unix, Microsoft SQL Server, Cisco Technologies, SharePoint, Storage, Netbackup, vSphere, EMC Storage, Brocade Fibre Switches, EMC RecoverPoint, Hitachi Storage, Compellent, VMware vSphere, NetBackup
Education
Auburn University at Montgomery 2009 — 2013
BSBA, Information Systems Data Storage and Management, 3.67 GPA
Chelsea Broadwater's New York Life Insurance Company Experience May 2010 - Present
Job Agent
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
Vanderbilt Children's Hospital August 2007 - August 2009
Education
Auburn University at Montgomery 2003 — 2005
Bachelor of Science, Speech, Language, and Audiology Pathology
David Lipscomb University
New York Life Insurance Company May 2010 - Present
Vanderbilt Children's Hospital August 2007 - August 2009
Education
Auburn University at Montgomery 2003 — 2005
Bachelor of Science, Speech, Language, and Audiology Pathology
David Lipscomb University
Barry Jones MBA's New York Life Insurance Company Experience March 2008 - July 2009
Job Perishanle clerk, Prepared foods at Giant Eagle
Industry Financial Services
Experience
Giant Eagle/Riser Foods October 2011 - Present
Rustic Hills Country Club August 2010 - Present
Kmart/Sears Holdings August 2009 - April 2011
Various (self employed) 2000 - 2011
New York Life Insurance Company March 2008 - July 2009
IRS June 2006 - August 2007
Jones-Wenner Insurance Agency Inc. July 2000 - March 2003
First Merit/Elyria Savings & Trust Bank October 1989 - August 1998
Skills
Insurance, Fundraising, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Event Planning, Strategic Planning, Social Media, PowerPoint, Sales, Retail, Business Development, Marketing, Team Building, Public Relations, Time Management, Coaching, Social Networking
Education
Baldwin Wallace University 1992 — 1994
EMBA, EMBA, 3.5
Wittenberg University 1978 — 1982
BA, Economics & Business Administration
Giant Eagle/Riser Foods October 2011 - Present
Rustic Hills Country Club August 2010 - Present
Kmart/Sears Holdings August 2009 - April 2011
Various (self employed) 2000 - 2011
New York Life Insurance Company March 2008 - July 2009
IRS June 2006 - August 2007
Jones-Wenner Insurance Agency Inc. July 2000 - March 2003
First Merit/Elyria Savings & Trust Bank October 1989 - August 1998
Skills
Insurance, Fundraising, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Event Planning, Strategic Planning, Social Media, PowerPoint, Sales, Retail, Business Development, Marketing, Team Building, Public Relations, Time Management, Coaching, Social Networking
Education
Baldwin Wallace University 1992 — 1994
EMBA, EMBA, 3.5
Wittenberg University 1978 — 1982
BA, Economics & Business Administration
Molly Vosniak's New York Life Insurance Company Experience 1996 - 1997
Job Supervisor, Marketing Communications at Medical Mutual of Ohio
Industry Information Technology and Services
Experience
Medical Mutual of Ohio October 2014 - Present
Medical Mutual of Ohio December 2009 - October 2014
Antares Management Solutions July 2003 - December 2009
KeyCorp 1998 - 2002
New York Life Insurance Company 1996 - 1997
Education
Baldwin Wallace University 1994 — 1996
BA, History
Medical Mutual of Ohio October 2014 - Present
Medical Mutual of Ohio December 2009 - October 2014
Antares Management Solutions July 2003 - December 2009
KeyCorp 1998 - 2002
New York Life Insurance Company 1996 - 1997
Education
Baldwin Wallace University 1994 — 1996
BA, History
David M. Webb, PhD, MSM, CLF, CLTC's New York Life Insurance Company Experience May 2007 - Present
Job Managing Member at Atlas Retirement Strategies LLC helping individuals and business owners retire on their own terms.
Industry Financial Services
Experience
Atlas Retirement Strategies LLC March 2014 - Present
Eagle Strategies, LLC June 2012 - Present
NYLIFE Securities, LLC May 2007 - Present
New York Life Insurance Company May 2007 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, 401k Rollovers, Investments, Protection..., Annuity Sales, Key Person Protection, Asset Protection, Legacies, Licensed Life Insurance..., Small Business, Succession Planning, Multi-generational..., Thought Leadership, Multi-generational..., Time Management, Gifting Strategies, Wealth Preservation...
Education
Madison University 2001 — 2004
Doctor of Philosophy (PhD), Management
Madison University 2001 — 2003
Master of Science (MS), Management
Austin College 1983 — 1987
Bachelor of Arts (BA), HIstory and Political Science
Atlas Retirement Strategies LLC March 2014 - Present
Eagle Strategies, LLC June 2012 - Present
NYLIFE Securities, LLC May 2007 - Present
New York Life Insurance Company May 2007 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, 401k Rollovers, Investments, Protection..., Annuity Sales, Key Person Protection, Asset Protection, Legacies, Licensed Life Insurance..., Small Business, Succession Planning, Multi-generational..., Thought Leadership, Multi-generational..., Time Management, Gifting Strategies, Wealth Preservation...
Education
Madison University 2001 — 2004
Doctor of Philosophy (PhD), Management
Madison University 2001 — 2003
Master of Science (MS), Management
Austin College 1983 — 1987
Bachelor of Arts (BA), HIstory and Political Science
Bradley Huber's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Education Management
Experience
New York Life Insurance Company May 2015 - Present
USD #365 January 2011 - May 2015
Pinnacle Career Institute April 2010 - January 2011
Fort Scott Community College August 2009 - January 2010
Fort Scott Community College August 2009 - January 2010
Pinnacle Career Institute 2010 - 2010
USD #491 August 2006 - August 2009
Eudora High School August 2006 - August 2009
American General Finance February 2003 - August 2006
American General Finance February 2003 - August 2006
Skills
Training, Recruiting, Interviews, Management, Career Counseling, Time Management, Employee Relations, Curriculum Design, Staff Development, Instructional Design, Leadership Development, Leadership, Coaching, Public Speaking, Team Building, Microsoft Office, Customer Service, Event Planning, Nonprofits, Strategic Planning, Access, Fundraising, Account Management, Program Management, Organizational...
Education
Avila University 2004 — 2006
Teacher Certification, Secondary Business
Baker University 2001 — 2003
MS, Management
Emporia State University 1996 — 2000
BFA, Communication
Paola High School
Paola High School
New York Life Insurance Company May 2015 - Present
USD #365 January 2011 - May 2015
Pinnacle Career Institute April 2010 - January 2011
Fort Scott Community College August 2009 - January 2010
Fort Scott Community College August 2009 - January 2010
Pinnacle Career Institute 2010 - 2010
USD #491 August 2006 - August 2009
Eudora High School August 2006 - August 2009
American General Finance February 2003 - August 2006
American General Finance February 2003 - August 2006
Skills
Training, Recruiting, Interviews, Management, Career Counseling, Time Management, Employee Relations, Curriculum Design, Staff Development, Instructional Design, Leadership Development, Leadership, Coaching, Public Speaking, Team Building, Microsoft Office, Customer Service, Event Planning, Nonprofits, Strategic Planning, Access, Fundraising, Account Management, Program Management, Organizational...
Education
Avila University 2004 — 2006
Teacher Certification, Secondary Business
Baker University 2001 — 2003
MS, Management
Emporia State University 1996 — 2000
BFA, Communication
Paola High School
Paola High School
Cameron Tubbs's New York Life Insurance Company Experience January 2009 - October 2009
Job Analytics Specialist at Buxton
Industry Research
Experience
Buxton December 2014 - Present
Buxton June 2011 - December 2014
University of North Texas August 2010 - May 2011
New York Life Insurance Company January 2009 - October 2009
Skills
Finance, Economics, Research, Alteryx, SAS, Microsoft Excel, PowerPoint, Statistics, Econometrics, Statistical Modeling, Analytics, Regression Analysis, SAS programming, Segmentation, Market Analysis, Predictive Modeling, Analysis, Data Analysis, Forecasting, Linear Regression, Quantitative Analytics, Customer Insight, Stata, Economic Research, Data Mining, Marketing Research, SPSS
Education
University of North Texas 2011 — 2014
Master of Science (M.S.), Economic Research
University of North Texas 2006 — 2009
Bachelors, Finance, Economics
Austin College 2005 — 2006
Buxton December 2014 - Present
Buxton June 2011 - December 2014
University of North Texas August 2010 - May 2011
New York Life Insurance Company January 2009 - October 2009
Skills
Finance, Economics, Research, Alteryx, SAS, Microsoft Excel, PowerPoint, Statistics, Econometrics, Statistical Modeling, Analytics, Regression Analysis, SAS programming, Segmentation, Market Analysis, Predictive Modeling, Analysis, Data Analysis, Forecasting, Linear Regression, Quantitative Analytics, Customer Insight, Stata, Economic Research, Data Mining, Marketing Research, SPSS
Education
University of North Texas 2011 — 2014
Master of Science (M.S.), Economic Research
University of North Texas 2006 — 2009
Bachelors, Finance, Economics
Austin College 2005 — 2006
David G. Klose's New York Life Insurance Company Experience January 2003 - January 2007
Job Retired
Industry Management Consulting
Experience
Retired January 2013 - Present
Westland Financial Services October 2008 - December 2012
New York Life Insurance Company January 2003 - January 2007
Education
Azusa Pacific University 1997 — 1999
MA - Education, Instruction & Curriculum Development
California State Polytechnic University-Pomona 1971 — 1974
BS - Economics, Economics
Retired January 2013 - Present
Westland Financial Services October 2008 - December 2012
New York Life Insurance Company January 2003 - January 2007
Education
Azusa Pacific University 1997 — 1999
MA - Education, Instruction & Curriculum Development
California State Polytechnic University-Pomona 1971 — 1974
BS - Economics, Economics
Jacob Pole's New York Life Insurance Company Experience 2010 - 2012
Job Energy Business Development Manager for NE and IA at Crescent Electric Supply Company
Industry Renewables & Environment
Experience
Crescent Electric Supply Company 2014 - Present
Enerzine LLC 2012 - 2014
New York Life Insurance Company 2010 - 2012
Skills
Certified Lighting..., Green Building, Budgets, Negotiating, Project Management, Energy Conservation..., Energy Efficiency, Energy Audits, Energy, Contract Negotiation, Negotiation, Leadership Development, Sales, Lighting Control, Lighting Design, Analysis, Solar Energy, Business Planning, New Business Development, Manufacturing, Energy Conservation, Business Development, Sales Management, Customer Service
Education
Solar Energy International (SEI) 2015 — 2015
Solar Electric Design and Installation
Augustana College (SD) 2003 — 2008
Bachelor of Arts (B.A.), Physical Education
Crescent Electric Supply Company 2014 - Present
Enerzine LLC 2012 - 2014
New York Life Insurance Company 2010 - 2012
Skills
Certified Lighting..., Green Building, Budgets, Negotiating, Project Management, Energy Conservation..., Energy Efficiency, Energy Audits, Energy, Contract Negotiation, Negotiation, Leadership Development, Sales, Lighting Control, Lighting Design, Analysis, Solar Energy, Business Planning, New Business Development, Manufacturing, Energy Conservation, Business Development, Sales Management, Customer Service
Education
Solar Energy International (SEI) 2015 — 2015
Solar Electric Design and Installation
Augustana College (SD) 2003 — 2008
Bachelor of Arts (B.A.), Physical Education
Norman Bryant, LUTCF's New York Life Insurance Company Experience August 1991 - Present
Job Managing Partner at New York Life & Nylife Securities
Industry Financial Services
Experience
New York Life Insurance Company August 1991 - Present
Medical Specialized Systems February 1990 - 1991
Skills
Sales, Retirement Planning, Management, Investments, Leadership, Customer Service, Finance, Team Building, Insurance, Financial Analysis, Business Planning, Fixed Annuities, Employee Benefits, Coaching, Estate Planning, Strategic Planning, Disability Insurance, Banking, Small Business, Marketing, Series 7, Series 66, Series 24, Series 63, Life Insurance, Health Insurance, IAR
Education
University of North Alabama 1989 — 1990
Masters in Economics
Auburn University 1984 — 1989
Bachelor's Degree
high school
high school
high school
New York Life Insurance Company August 1991 - Present
Medical Specialized Systems February 1990 - 1991
Skills
Sales, Retirement Planning, Management, Investments, Leadership, Customer Service, Finance, Team Building, Insurance, Financial Analysis, Business Planning, Fixed Annuities, Employee Benefits, Coaching, Estate Planning, Strategic Planning, Disability Insurance, Banking, Small Business, Marketing, Series 7, Series 66, Series 24, Series 63, Life Insurance, Health Insurance, IAR
Education
University of North Alabama 1989 — 1990
Masters in Economics
Auburn University 1984 — 1989
Bachelor's Degree
high school
high school
high school
David Reusch's New York Life Insurance Company Experience 2000 - 2001
Job RPS Operations Team Leader at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank March 2014 - Present
FirstMerit Bank February 2001 - March 2014
New York Life Insurance Company 2000 - 2001
Skills
Retirement Plan..., Compliance, Regulatory, Key Risk Indicators, Qualified 401(k), Operational Management
Education
Baldwin Wallace University 1993 — 1997
Business, Managment/Finance
Highland High School 1990 — 1993
FirstMerit Bank March 2014 - Present
FirstMerit Bank February 2001 - March 2014
New York Life Insurance Company 2000 - 2001
Skills
Retirement Plan..., Compliance, Regulatory, Key Risk Indicators, Qualified 401(k), Operational Management
Education
Baldwin Wallace University 1993 — 1997
Business, Managment/Finance
Highland High School 1990 — 1993
Judith Vicks's New York Life Insurance Company Experience June 1998 - January 1999
Job Personal Banker
Industry Financial Services
Experience
Bank of America August 2015 - Present
Northcentral University October 2012 - Present
Self-Employed January 2008 - October 2012
Ameriprise Financial Services, Inc. July 2004 - December 2008
Bank One February 1999 - February 2004
New York Life Insurance Company June 1998 - January 1999
Morgan Stanley March 1997 - February 1998
Skills
Insurance, Financial Advisory, Financial Goals, Fixed Annuities, Strategic Financial..., Investments, Bonds, Stocks, Valuation, Retirement Planning, Uniform Combined State..., Series 7, Wealth Management, Retirement, Investment Advisory, Wealth Accumulation, IRAs, Series 63, Estate Planning, Asset Allocation, Life & Health Insurance..., Property & Casualty...
Education
Northcentral University 2012 — 2015
DBA/FIN, FINANCE
Western International University 2010 — 2012
in MBA, Finance, 3.86
Aurora University 1981 — 1984
BA, Psychology
Bank of America August 2015 - Present
Northcentral University October 2012 - Present
Self-Employed January 2008 - October 2012
Ameriprise Financial Services, Inc. July 2004 - December 2008
Bank One February 1999 - February 2004
New York Life Insurance Company June 1998 - January 1999
Morgan Stanley March 1997 - February 1998
Skills
Insurance, Financial Advisory, Financial Goals, Fixed Annuities, Strategic Financial..., Investments, Bonds, Stocks, Valuation, Retirement Planning, Uniform Combined State..., Series 7, Wealth Management, Retirement, Investment Advisory, Wealth Accumulation, IRAs, Series 63, Estate Planning, Asset Allocation, Life & Health Insurance..., Property & Casualty...
Education
Northcentral University 2012 — 2015
DBA/FIN, FINANCE
Western International University 2010 — 2012
in MBA, Finance, 3.86
Aurora University 1981 — 1984
BA, Psychology
Jen Brinks's New York Life Insurance Company Experience June 2009 - July 2010
Job Travel Consultant with All About Travel
Industry Leisure, Travel & Tourism
Experience
All About Travel September 2011 - Present
New York Life Insurance Company June 2009 - July 2010
Skills
Customer Service, Event Planning, Sales, Social Media, Marketing, Trade Shows, Tourism, Leisure Travel, Business Travel, Guided Tours, Destination Services, Travel Planning, Travel, Hotel Booking, Social Media Marketing
Education
Azusa Pacific University 2004 — 2008
Communication, Interpersonal and Organizational
John Cabot University 2007 — 2007
All About Travel September 2011 - Present
New York Life Insurance Company June 2009 - July 2010
Skills
Customer Service, Event Planning, Sales, Social Media, Marketing, Trade Shows, Tourism, Leisure Travel, Business Travel, Guided Tours, Destination Services, Travel Planning, Travel, Hotel Booking, Social Media Marketing
Education
Azusa Pacific University 2004 — 2008
Communication, Interpersonal and Organizational
John Cabot University 2007 — 2007
Erin Bender's New York Life Insurance Company Experience January 1984 - January 1987
Job Instructor at Kansas State University
Industry Education Management
Experience
Kansas State University August 2009 - Present
USD 497 August 2007 - December 2010
Salina South Middle School 2002 - 2007
Blue Creek Recovery Center January 1988 - January 1988
New York Life Insurance Company January 1984 - January 1987
Skills
Curriculum Design, Teaching, PowerPoint, Web Design, Sales, Science, Curriculum Development, Adult Education, Educational Leadership, Higher Education, Instructional Design, Educational Technology, E-Learning, Classroom
Education
Baker University 2005 — 2007
MS, Education
Kansas Wesleyan University 1993 — 1995
Education Certificate, Education
Marymount College 1979 — 1983
BS, Psychology
Marymount College, Salina 1979 — 1983
BS in Psychology, Psychology
Brown Mackie
Masters, Education
Kansas State University August 2009 - Present
USD 497 August 2007 - December 2010
Salina South Middle School 2002 - 2007
Blue Creek Recovery Center January 1988 - January 1988
New York Life Insurance Company January 1984 - January 1987
Skills
Curriculum Design, Teaching, PowerPoint, Web Design, Sales, Science, Curriculum Development, Adult Education, Educational Leadership, Higher Education, Instructional Design, Educational Technology, E-Learning, Classroom
Education
Baker University 2005 — 2007
MS, Education
Kansas Wesleyan University 1993 — 1995
Education Certificate, Education
Marymount College 1979 — 1983
BS, Psychology
Marymount College, Salina 1979 — 1983
BS in Psychology, Psychology
Brown Mackie
Masters, Education
Ramsey Zahr's New York Life Insurance Company Experience March 2009 - June 2011
Job Account Manager at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek August 2011 - Present
New York Life Insurance Company March 2009 - June 2011
Enterprise Rent-A-Car January 2007 - February 2009
Skills
Cold Calling, Account Management, Sales, Recruiting, Sales Management, Applicant Tracking..., New Business Development, Sales Process, Customer Service, Direct Sales, Salesforce.com, Talent Acquisition, Technical Recruiting, Management, Business Development
Education
Azusa Pacific University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Aerotek August 2011 - Present
New York Life Insurance Company March 2009 - June 2011
Enterprise Rent-A-Car January 2007 - February 2009
Skills
Cold Calling, Account Management, Sales, Recruiting, Sales Management, Applicant Tracking..., New Business Development, Sales Process, Customer Service, Direct Sales, Salesforce.com, Talent Acquisition, Technical Recruiting, Management, Business Development
Education
Azusa Pacific University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alan Hepburn's New York Life Insurance Company Experience October 1985 - Present
Job Applications Engineer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1985 - Present
Skills
Unix
Education
Babson College
New York Life Insurance Company October 1985 - Present
Skills
Unix
Education
Babson College
Raina Walker's New York Life Insurance Company Experience TeacherRaymore-Peculiar School DistrictAugust 2006 - June 2010
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company TeacherRaymore-Peculiar School DistrictAugust 2006 - June 2010
Education
Avila University 2004 — 2009
M.A., Teaching and Learning
New York Life Insurance Company TeacherRaymore-Peculiar School DistrictAugust 2006 - June 2010
Education
Avila University 2004 — 2009
M.A., Teaching and Learning
Bryan Rentschler's New York Life Insurance Company Experience February 2011 - October 2011
Job at
Industry Automotive
Experience
C&L Auto Body Home Loans CloserBank of AmericaSeptember 2012 - Present
New York Life Insurance Company February 2011 - October 2011
Skills
Finance, Financial Analysis, SAP, Microsoft Office, Customer Satisfaction, Life Insurance
Education
Azusa Pacific University 2005 — 2010
Bachelor's, Finance
C&L Auto Body Home Loans CloserBank of AmericaSeptember 2012 - Present
New York Life Insurance Company February 2011 - October 2011
Skills
Finance, Financial Analysis, SAP, Microsoft Office, Customer Satisfaction, Life Insurance
Education
Azusa Pacific University 2005 — 2010
Bachelor's, Finance
Rhonda Bauer's New York Life Insurance Company Experience March 2011 - Present
Job Financial specialist/Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - Present
Bankers Life and Casualty April 2010 - April 2011
Education
Baker College Business and Corporate Services
Fruitport High School
New York Life Insurance Company March 2011 - Present
Bankers Life and Casualty April 2010 - April 2011
Education
Baker College Business and Corporate Services
Fruitport High School
Joseph Imparato CEBS CLU ChFC CLTC's New York Life Insurance Company Experience 1988 - 1993
Job We protect the lifestyles of our clients and their families
Industry Insurance
Experience
Tucker & Shepley Benefits and Insurance September 2006 - Present
Tucker & Shepley Consulting August 2013 - June 2015
Stop Loss Insurance Brokers 2003 - 2006
TIAA-CREF 1996 - 2003
Rogers Benefit Group 1993 - 1996
New York Life Insurance Company 1988 - 1993
Raytheon 1982 - 1988
Skills
Employee Benefits, Long Term Care, Insurance, Health Insurance, Dental, Disability Insurance, Term Life Insurance, Brokers, Insurance Planning, Annuities, Non-profits, Long-term Care, Life Insurance, Strategic Financial..., Underwriting, Investments, Workers Compensation, Program Management, Benefits Administration, Account Management, Risk Management, Fixed Annuities, Property & Casualty..., Long Term Care Insurance, Financial Advisory, Retirement, Retirement Planning, Pensions, 401k, Mutual Funds, Critical Illness, Group Insurance, Insurance Brokerage
Education
Suffolk University
MBA, Finance / Investments
Babson College 1978 — 1982
BS, Finance / Investments
Tucker & Shepley Benefits and Insurance September 2006 - Present
Tucker & Shepley Consulting August 2013 - June 2015
Stop Loss Insurance Brokers 2003 - 2006
TIAA-CREF 1996 - 2003
Rogers Benefit Group 1993 - 1996
New York Life Insurance Company 1988 - 1993
Raytheon 1982 - 1988
Skills
Employee Benefits, Long Term Care, Insurance, Health Insurance, Dental, Disability Insurance, Term Life Insurance, Brokers, Insurance Planning, Annuities, Non-profits, Long-term Care, Life Insurance, Strategic Financial..., Underwriting, Investments, Workers Compensation, Program Management, Benefits Administration, Account Management, Risk Management, Fixed Annuities, Property & Casualty..., Long Term Care Insurance, Financial Advisory, Retirement, Retirement Planning, Pensions, 401k, Mutual Funds, Critical Illness, Group Insurance, Insurance Brokerage
Education
Suffolk University
MBA, Finance / Investments
Babson College 1978 — 1982
BS, Finance / Investments
Matthew Foust's New York Life Insurance Company Experience December 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company 2010 - 2011
Education
Austin Peay State University 2005 — 2007
Business, Computer Science
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company 2010 - 2011
Education
Austin Peay State University 2005 — 2007
Business, Computer Science
Bill McNicol's New York Life Insurance Company Experience
Job Senior Systems Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
SDLC
Education
Baldwin-Wallace College 2006 — 2010
Bachelor's degree, Management, Finance, 3.91 GPA
New York Life Insurance Company
Skills
SDLC
Education
Baldwin-Wallace College 2006 — 2010
Bachelor's degree, Management, Finance, 3.91 GPA
Dana Leininger's New York Life Insurance Company Experience November 2004 - March 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. April 2012 - Present
New York Life Insurance Company November 2004 - March 2011
Education
Ball State University
Cambridge International, MBA Management and Operations
Transamerica Financial Advisors, Inc. April 2012 - Present
New York Life Insurance Company November 2004 - March 2011
Education
Ball State University
Cambridge International, MBA Management and Operations
Tracie Pendolino's New York Life Insurance Company Experience October 1997 - August 1999
Job Market Research Interviewer PT at Direct Opinions
Industry Insurance
Experience
Direct Opinions April 2012 - Present
Independent August 1999 - Present
Progressive Insurance 2007 - 2008
New York Life Insurance Company October 1997 - August 1999
Skills
Customer Service, Creative Writing, Newsletters, Editing, Social Media, Insurance, Social Networking, Market Research, Outlook
Education
Baldwin-Wallace College 1990 — 1994
B.A., Criminal Justice/Sociology
Direct Opinions April 2012 - Present
Independent August 1999 - Present
Progressive Insurance 2007 - 2008
New York Life Insurance Company October 1997 - August 1999
Skills
Customer Service, Creative Writing, Newsletters, Editing, Social Media, Insurance, Social Networking, Market Research, Outlook
Education
Baldwin-Wallace College 1990 — 1994
B.A., Criminal Justice/Sociology
Ian Hull's New York Life Insurance Company Experience September 2007 - January 2008
Job Civil Engineering Student
Industry Civil Engineering
Experience
The Rainier Financial Group March 2011 - Present
The Square Group October 2010 - March 2011
Ocean University of China June 2009 - August 2009
New York Life Insurance Company September 2007 - January 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, AutoCAD, C, HTML, SketchUp
Education
The University of Texas at Austin 2014 — 2016
Bachelor's Degree, Civil Engineering, 3.675
Austin Community College 2013 — 2014
Associate's Degree, Engineering, 3.719
Texas A&M University 2008 — 2010
Bachelor's Degree, Economics, 3.725
The Rainier Financial Group March 2011 - Present
The Square Group October 2010 - March 2011
Ocean University of China June 2009 - August 2009
New York Life Insurance Company September 2007 - January 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, AutoCAD, C, HTML, SketchUp
Education
The University of Texas at Austin 2014 — 2016
Bachelor's Degree, Civil Engineering, 3.675
Austin Community College 2013 — 2014
Associate's Degree, Engineering, 3.719
Texas A&M University 2008 — 2010
Bachelor's Degree, Economics, 3.725
Jeanie Mitchell's New York Life Insurance Company Experience March 2010 - Present
Job Corporate Events, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2010 - Present
US Hotel Group 2006 - 2008
The White Barn Inn and Spa 2002 - 2005
Skills
Marketing, Event Planning, Event Management, Sales, Customer Service, Budgets, Strategic Planning, Account Management, Team Building, Social Networking, Public Relations, Meeting Planning, Leadership, Market Research, Hospitality, Hotels, Corporate Events
Education
Baltimore International College 2001 — 2002
Professional Baking and Pastry, Baking and Pastry Arts/Baker/Pastry Chef
Manhattan College 1996 — 2000
Bachelor of Science (BS), Marketing/Marketing Management, General
New York Life Insurance Company March 2010 - Present
US Hotel Group 2006 - 2008
The White Barn Inn and Spa 2002 - 2005
Skills
Marketing, Event Planning, Event Management, Sales, Customer Service, Budgets, Strategic Planning, Account Management, Team Building, Social Networking, Public Relations, Meeting Planning, Leadership, Market Research, Hospitality, Hotels, Corporate Events
Education
Baltimore International College 2001 — 2002
Professional Baking and Pastry, Baking and Pastry Arts/Baker/Pastry Chef
Manhattan College 1996 — 2000
Bachelor of Science (BS), Marketing/Marketing Management, General
Edgar Dacanay's New York Life Insurance Company Experience December 2010 - Present
Job Life Agent at New York Life Insurance Company
Industry Insurance
Experience
Self-employed January 2013 - Present
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2010 - Present
Education
Azusa Pacific University
Master of Human Resource Development, Human Resource Development
Philippine School of Business Administration
BSBA, Business Administration, Management and Operations
Arellano High School, Manila, Philippines
High School
Self-employed January 2013 - Present
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2010 - Present
Education
Azusa Pacific University
Master of Human Resource Development, Human Resource Development
Philippine School of Business Administration
BSBA, Business Administration, Management and Operations
Arellano High School, Manila, Philippines
High School
Mika French's New York Life Insurance Company Experience June 2014 - November 2014
Job Research Assistant at Azusa Pacific University
Industry
Experience
Azusa Pacific University September 2015 - Present
Azusa Pacific University October 2012 - Present
New York Life Insurance Company June 2014 - November 2014
Skills
SPSS, Google Drive, Microsoft Excel, Customer Service, Leadership, Teamwork, Microsoft Office, Public Speaking, Sales, Close Attention to..., Non-profit Volunteer, Ten Key, Document Imaging, Dependable Team Player, Life Insurance, Fixed Annuities, Youth Mentoring, Soccer Coaching, Research
Education
Azusa Pacific University 2012 — 2016
Bachelor’s Degree, Business Economics
Azusa Pacific University 2012 — 2016
Bachelor of Science (B.S.), Business Economics
Azusa Pacific University September 2015 - Present
Azusa Pacific University October 2012 - Present
New York Life Insurance Company June 2014 - November 2014
Skills
SPSS, Google Drive, Microsoft Excel, Customer Service, Leadership, Teamwork, Microsoft Office, Public Speaking, Sales, Close Attention to..., Non-profit Volunteer, Ten Key, Document Imaging, Dependable Team Player, Life Insurance, Fixed Annuities, Youth Mentoring, Soccer Coaching, Research
Education
Azusa Pacific University 2012 — 2016
Bachelor’s Degree, Business Economics
Azusa Pacific University 2012 — 2016
Bachelor of Science (B.S.), Business Economics
Greg Saxon's New York Life Insurance Company Experience March 2006 - December 2008
Job Sales and marketing Professional
Industry Financial Services
Experience
GFS Insurance Consultants January 2000 - Present
New York Life Insurance Company March 2006 - December 2008
Skills
Sales, Sales Management, Management Consulting, Practice Management, Employee Training, Healthcare Management, Insurance, Health Insurance, Finance, Strategic Financial...
Education
Augustana College 1982 — 1986
Bachelor of Science (BS), Finance and Financial Management Services
GFS Insurance Consultants January 2000 - Present
New York Life Insurance Company March 2006 - December 2008
Skills
Sales, Sales Management, Management Consulting, Practice Management, Employee Training, Healthcare Management, Insurance, Health Insurance, Finance, Strategic Financial...
Education
Augustana College 1982 — 1986
Bachelor of Science (BS), Finance and Financial Management Services
Megan Berg's New York Life Insurance Company Experience February 2010 - July 2013
Job Commercial Insurance Specialist at NorthMarq Capital
Industry Commercial Real Estate
Experience
NorthMarq Capital July 2013 - Present
New York Life Insurance Company February 2010 - July 2013
New York Life Insurance Company September 2009 - January 2010
Wells Fargo March 2009 - September 2009
Skills
Commercial Insurance
Education
Augustana College (SD) 2005 — 2008
Bachelor of Business Administration (BBA), Marketing and Management
NorthMarq Capital July 2013 - Present
New York Life Insurance Company February 2010 - July 2013
New York Life Insurance Company September 2009 - January 2010
Wells Fargo March 2009 - September 2009
Skills
Commercial Insurance
Education
Augustana College (SD) 2005 — 2008
Bachelor of Business Administration (BBA), Marketing and Management