New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Eastbay, Inc. April 2012 - Present
Guardian Life September 2011 - April 2012
Fargo Running Company January 2010 - September 2011
New York Life Insurance Company September 2009 - March 2010
STATE FARM INSURANCE COMPANY - CHAD BABCOCK AGENCY August 2008 - September 2009
Skills
Merchandising, Inventory Management, Retail, Visual Merchandising, Inventory Control, Sales, Apparel, Footwear, Marketing, Budgets, Finance, Management, Public Speaking, Sporting Goods Industry, Life Insurance, Property & Casualty..., Investments
Education
North Dakota State University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Warroad
New York Life Insurance Company April 2013 - Present
Great Southern Bank December 2002 - January 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Northeastern State University 1992 — 1997
Bachelor of Business Administration (BBA)
Colcord High School 1987 — 1992
New York Life Insurance Company January 2012 - May 2014
Universal Yarn October 2007 - June 2010
Education
North Carolina State University 2001 — 2005
Bachelor of Arts (BA), Art and Design
Harding University High 1997 — 2001
ABCD Mattapan Family Service Center January 2013 - Present
New York Life Insurance Company October 2007 - October 2010
Associated Early Care and Education 2001 - August 2007
Skills
Microsoft Office, Writing, Call Center, Customer Service, Microsoft Excel, Insurance, Outlook, Administrative..., Haitian Creole..., Strategic Planning, Management, Employee Benefits, Team Building, Sales, Event Planning, Training, Public Speaking, Nonprofits, Call Centers
Education
New York Institute of Art & Design 2012 — 2013
Wedding and Event Planning
Northeastern University 2002 — 2007
Bachelor, Business Administration, human resources
Cetera Investment Services February 2015 - Present
Gogebic Range Bank November 2014 - Present
New York Life Insurance Company April 2013 - Present
Source Code Systems L.L.C. March 2008 - June 2013
Little Green FileRoom™ March 2008 - January 2013
Remax First LLC March 2004 - January 2008
Wisconsin Fulfillment and Design / Wisconsin River Packaging Group January 2001 - March 2004
Best Buy May 1999 - December 2003
Fiskars January 1999 - January 2001
Lori Knapp Inc February 1998 - December 1999
Skills
Integrity, Selling, Sales, Networking
Education
Northland College 1997 — 1999
Bachelor's Degree, Business Economics, Business Administration Emphasis
Nicolet Area Technical College 1995 — 1997
Associate's Of Arts Degree
Lakeland Union High School 1992 — 1995
High School Diploma
TomHegna.com, RetireHappyNow.com, PaychecksAndPlaychecks.com August 2011 - Present
New York Life Insurance Company July 1996 - July 2011
US Army 1983 - 2006
MetLife July 1989 - July 1996
Skills
Public Speaking, Thought Leadership, Product Development, Annuities, Long Term Care, Retirement, Annuity, Retirement Planning, Financial Planning, Fixed Annuities, Long-term Care, Strategic Financial..., Life Insurance, Guaranteed Lifetime..., Long Term Care Insurance, Mutual Funds, Disability Insurance, Leadership, Insurance, Estate Planning, Wealth Accumulation, IRAs, Wealth Management, Term Life Insurance, Financial Planners, Financial Services, Personal Finance, Financial Advisory, 401k Rollovers, Investments, Variable Annuities, Asset Management, Investment Advisory, Health Insurance, Pensions, Wealth, Roth IRA, Employee Benefits, Series 7, Investment Strategies, 401k, Keynote, Finance, Risk Management, Securities, Asset Allocation, Series 6, Wealth Management..., Whole Life, Asset Protection
Education
North Dakota State University 1979 — 1983
BA (3), Economics, Business Admin, German
Glenwood High School 1975 — 1979
McDonald's Corporation March 2015 - Present
McDonald's Corporation August 2013 - March 2015
DeVry University November 2011 - August 2013
New York Life Insurance Company June 2010 - November 2011
Education
North Central College 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Ameriprise Financial Services, Inc. December 2012 - Present
Merrill Lynch August 2007 - December 2012
Wachovia Securities December 2004 - August 2007
AG Edwards & sons, Inc. May 1997 - December 2004
Smith Barney October 1991 - May 1997
New York Life Insurance Company April 1989 - October 1991
Teradyne Inc. 1976 - 1989
Education
University of Lowell,MA 1981 — 1986
MBA, Operations Management
Northeastern University 1967 — 1971
BA, Political Science
Hatch realty August 2014 - Present
Verazity Properties May 2013 - October 2014
NYLife Securities June 2012 - June 2013
New York Life Insurance Company January 2009 - June 2012
North Dakota Air National Guard June 2002 - April 2009
University Directories May 2008 - September 2008
Finish LIne September 2006 - May 2008
Skills
Account Management, Sales, Sales Management, Cold Calling, Salesforce.com, Customer Service, Marketing, PowerPoint, Public Speaking, Customer Satisfaction, Microsoft Excel, Direct Sales, Leadership, Business Planning, Finance, Analysis, Insurance, Program Management, Training
Education
The University of North Dakota 2003 — 2008
Business, Marketing, Information Systems
Community College of the US Air Force 2002 — 2003
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
North Dakota State University 2002 — 2003
Business, Marketing/Marketing Management, General
New York Life Insurance Company January 2014 - Present
Shomrei Torah 2014 - 2015
Santa Rosa Conections 2014 - 2014
Bank of America June 2011 - December 2013
Bank of America June 2011 - December 2013
CITIZENS BANK RBS May 2008 - November 2009
Hollywood Beach Marriott September 2006 - August 2007
Skills
401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long term..., Multi-generational..., Protection..., Retirement Planning, Small Business, Wealth Preservation..., Communication, Multi-tasking Skills, Thought Leadership, Financial Analysis, Credit Analysis, CRM, Risk Management, Business Planning, Finance, Customer Service, Banking, Accounting, Insurance, Life Insurance, Management, Project Management
Education
University of San Francisco 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
North Shore Community College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.7
Ulacit 2003 — 2006
Global Business
BANS KOH TAO
New York Life Insurance Company July 2014 - Present
MCF Construction August 2012 - March 2013
3rd Generation Plumbing September 2011 - August 2012
Turner Lending/CrediWize Credit Restoration/Meridian Mortgage/Fidelity Lending February 2010 - May 2011
Centennial Bank of Florida June 2008 - June 2009
FL Dept. of Health, Monroe County Health Department March 2006 - May 2008
KeysFirst Mortgage January 2005 - March 2006
Wells Fargo Home Mortgage June 2001 - January 2005
Bank of America April 1998 - May 2001
Fee Appraiser & Consultant 1996 - 2001
Skills
Public Speaking, Team Building, Management, Budgets, Marketing, Building Relationships, Business Development, Networking, Communications, Problem Solving, Leadership, Sales, Strategic Planning, Time Management, Financial Services, Small Business, Investment Properties
Education
American Institute of Banking 1988 — 1989
Commercial Lending Diploma, Commercial Banking
American Inspectors Institute 1986 — 1986
Graduate Inspectors Institute Designation, Construction Inspection
North Lake College 1981 — 1986
AS Business, Real Estate, 4.0
Kaufman High
Leadership Monroe County
New York Life Insurance Company
Education
Northeast Iowa Community College-Calmar
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
University of Iowa
New York Life Insurance Company May 2011 - Present
Fossil Group, Inc. January 2007 - April 2011
Global Capital Acquisition - Battle of the Quant February 2010 - June 2010
Global Capital Acquisition September 2006 - December 2006
Akasha Design May 2006 - December 2006
Harney and Sons Fine Teas May 2006 - July 2006
Vinfen September 2004 - April 2005
Skills
Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Teamwork, Public Relations, Strategic Planning, Marketing Strategy, Financial Modeling, Sequoia, Project Management, Marketing Communications, Advertising, Series 7, Series 63, Series 6, Licensed Life & Health..., Alternative Investments, Fixed Income, Equities, Fixed Annuities, Financial Analysis, Mentoring, Investment Management, Wholesale, Relationship Management, Business Development, Insurance, Mutual Funds, Capital Markets, Brokers, Financial Advisory
Education
Northeastern University 2000 — 2004
Bachelor of Science, Psychology
Burr and Burton Academy 1996 — 2000
HS, Regular/General High School/Secondary Diploma Program
KPMG US February 2015 - Present
Memorial Sloan-Kettering Cancer Center October 2012 - February 2015
New York Life Insurance Company December 2011 - October 2012
Emerson, Industrial Automation, ASCO Valve Division November 2006 - September 2011
Warner Music Group October 2004 - November 2006
Debevoise & Plimpton March 2004 - September 2004
GT Solutions, Inc. February 2001 - June 2004
NPower NY October 2002 - February 2004
Henry Street Settlement May 2001 - September 2002
Brooklyn College May 2000 - October 2000
Skills
Windows Server, SharePoint, Active Directory, Leadership, Project Management, Network Administration, Microsoft Exchange, VMware, Information Technology, Strategic Planning, Team Building, Group Policy, Blackberry Enterprise..., Terminal Services, Servers, Operations Management, IT Project Management, Windows Server 2003, Windows Server 2008, Citrix XenApp 6, Citrix Presentation..., Exchange Server 2003, Backup Exec, VMware ESX, Citrix, DHCP, DNS, WSUS, Terminal Server, Strategic Consulting, Operations Analysis, BMC Server Automation, HP SIM, HP SUM, BMC ADDM, BMC BPPM, VCOPs, Symantec Endpoint..., Mcafee Host Intrusion..., NeXpose, HP Blade, HP Proliant, Management, IT Management, Virtualization, Security
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
MBA, Management and Business Strategy
North Carolina Central University 1993 — 1997
BA, Psychology
The Stony Brook School 1991 — 1993
High School Degree
Old Colony YMCA July 2015 - Present
New York Life Insurance Company September 2014 - June 2015
Anytime Fitness August 2013 - October 2013
Sun Life Financial November 2006 - July 2012
Liberty Mutual January 2000 - November 2006
C.E.I. Management Corporation September 1999 - December 1999
Skills
Insurance, Time Management, 401k Rollovers, Account Management, Asset Protection, Business Relationship..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection Planning, Family Planning, Business Insurance..., Business Networking, Creative Problem Solving, Customer Relations, Customer Satisfaction, Customer Retention, Customer Insight, Lead Generation, Permanent Life Insurance, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Leadership, Multi-Tasking Skills, Networking, Problem Solving, Public Speaking, Social Media, Social Networking, Thought Leadership, Relationship Management, Risk Management, Service Delivery, Term Life Insurance, Education Funding..., Finance, Life Insurance, Analysis, Sales, Management, Health Insurance, Liability, Policy
Education
Northeastern University
Bachelor's Degree, Criminal Justice
New York Life Insurance Company June 2013 - Present
NYLIFE Securities, LLC January 2011 - Present
MetLife February 2009 - January 2011
Terradyne Country Club May 2007 - February 2009
Skills
Conducting Interviews, Communication, Thought Leadership, Training, Financial Recruiting, Leadership, Team Leadership, Life Insurance, Fixed Annuities, Financial Services, Retirement, Retirement Planning, Investments, Insurance
Education
Northeastern State University 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
F February 2014 - Present
Real Estate Sales Force, Inc June 2001 - Present
The Force Realty May 2001 - Present
New York Life Insurance Company July 2009 - January 2014
Skyline Properties Inc 2001 - December 2009
Skills
Insurance, Real Estate, Life Insurance, Strategic Financial..., Finance, Mortgage Lending
Education
NYLIC university
Master's degree, Financial Planning and Services
Shoreline Community College 2000 — 2004
Bachelor's degree, Marketing, web and graphic design
North Seattle Community College 1998 — 2000
Associate of Arts (AA), Communication and Media Studies, A
Russian school 14 Smolensk 1988 — 1998
High school
Hewlett-Packard May 2015 - Present
Lowe's Companies, Inc. August 2014 - March 2015
HD Supply May 2013 - August 2014
Liquid Partners June 2010 - May 2013
Hawaiian Airlines January 2009 - March 2010
Liquid Partners July 2003 - December 2008
New York Life Insurance Company November 1998 - October 2003
Walker Interactive Systems May 1996 - November 1998
Brandes Investment Partners November 1993 - May 1996
Allianz Global Investors / Nicholas Applegate November 1990 - November 1993
Skills
Management, Cross-functional Team..., Strategic Planning, Program Management, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Leadership, PCI DSS, Process Improvement, Team Building, Project Management, Financial Services, Real Estate, Requirements Gathering, Marketing, Telecommunications, Entrepreneurship, Project Planning, Social Media, ERP, E-commerce, Analysis, Budgets, Small Business, New Business Development, Coaching, Investment Properties
Education
Northeastern Illinois University
B.S. w/Honors, Business / Finance
Mass Mediation Associates November 2012 - Present
The Divorce Center 2015 - 2015
The Divorce Center 2015 - 2015
EB Real Estate 1978 - 2013
Progressive Energy Development, LLC 2009 - 2012
Top Notch Events 2005 - 2008
PLUS Development Group, Inc. 1994 - 2005
US Poland Chamber of Commerce - Boston 1995 - 1998
New York Life Insurance Company 1994 - 1994
Financial Planning Resources 1984 - 1986
Skills
Divorce, Family and..., Leadership, Strategy, Start-ups, Management, Business Development, Contract Negotiation, Marketing, Mergers & Acquisitions, Program Management, Risk Management, Sales, Legal Research
Education
The American College at Bryn Mawr 1983 — 1984
Investment and Finance
Northeastern University 1970 — 1973
Communication and Media Studies
New York Life Insurance Company July 2013 - June 2014
Imprint Publishing July 2013 - 2013
Bonsal American July 2012 - December 2012
Walgreens June 2004 - September 2011
Skills
Project Planning, Program Management, Team Leadership, Management, Microsoft Office, Leadership, Team Management
Education
Unversity of Pheonix 2011 — 2013
Master of Business Administration (MBA), MBA
Norfolk State University 1998 — 2002
Bachelor of Science (B.S.), Marketing
AIG March 2013 - Present
Liberty Mutual April 2012 - March 2013
Aon May 2011 - April 2012
AIG August 2008 - May 2011
AIG May 2007 - August 2008
AIG August 2006 - August 2008
AIG August 2005 - August 2006
Lexington Insurance Company June 2004 - December 2004
New York Life Insurance Company January 2004 - June 2004
Boston Magazine January 2003 - June 2003
Skills
Access, Word, Excel,...
Education
Northeastern University
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Management
New York Life Insurance Company 2007 - Present
American & Efird October 1992 - June 2007
Education
North Carolina State University 1985 — 1990
BA Business Mgt
Income Research + Management November 2014 - Present
State Street 2012 - 2014
State Street 2011 - 2013
J.P. Morgan 2008 - 2011
New York Life Insurance Company 2006 - 2007
Skills
Financial Services, Business Development, Risk Management, Financial Reporting, Team Management, Client Onboarding, Technology Adoption, Outsourcing, Sales
Education
Northeastern University 2010 — 2013
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2005
Bachelor of Science in Business Administration (B.S.B.A)
NYLIFE Securities LLC February 2005 - Present
New York Life Insurance Company January 2004 - Present
CITGO Petroleum June 2001 - January 2004
Education
Northeastern State University 1998 — 2000
Bachelor of Science (BS), Finance, General
Kiefer High School
High School Diploma
Northeastern State University
Master's in Financial Analysis and Accounting, Financial Analysis and Accounting
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company September 2009 - April 2012
New York Life Insurance Company 2012 - 2012
New York Life Insurance Company 2012 - 2012
New York Life Insurance Company April 2010 - April 2011
New York Life Insurance Company February 2004 - August 2009
MetLife February 2001 - January 2004
Insurance and Financial Agent March 1995 - February 2001
Skills
Insurance, Leadership, Retirement Planning, Executive Management, Financial Services, Business Planning, Life Insurance, Leadership Development, Management, Investments, Financial Recruiting, Recruiting, Term Life Insurance, IRAs, Strategic Planning, Interview Skills..., 401k Rollovers, Personal Finance, 401(k) Rollovers, Training, Small Business, Great Motivator, Analysis, Interviewing, IRA Rollovers, Estate Planning, Business Insurance...
Education
North Carolina State University
BS, Food Science
New York Life Insurance Company August 2011 - Present
Lowe's Home Improvement 1997 - 2011
Skills
Fixed Annuities, Retirement Planning, IRAs, Long-term Care, Life Insurance, Key Person Protection, Term Life Insurance, Retirement, Disability Insurance, Long Term Care Insurance, College Savings Plans, Whole Life
Education
Northeastern State University
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company July 2012 - March 2014
New York Life Insurance Company November 2009 - July 2012
New York Life Insurance Company September 2006 - November 2009
New York Life Insurance Company March 2005 - September 2006
New York Life Insurance Company March 2003 - March 2005
Skills
Data Center Operations, Data Center Recovery, Print & Mail Operations, Process Automation, System Automation, IT Outsourcing, IT Service Management, Data Center, Data Recovery, Direct Mail, Innovation, Process Improvement, Budget, Production Support, REXX, Java, C++, Budgets, Disaster Recovery, Leadership, Program Management, IT Strategy, IT Management, IT Operations, Outsourcing, SharePoint, ITIL, Enterprise Software, Business Continuity, Vendor Management, Management, Information Technology, Servers, Networking, Enterprise Architecture, Unix
Education
Northampton Community College 1987 — 1989
Associates, Computer Science
Easton Area High School 1984 — 1987
Quicken Loans May 2012 - Present
Red Ventures June 2010 - May 2012
New York Life Insurance Company 2009 - 2010
Skills
Financial Analysis, Cold Calling, Customer Service, Sales, Insurance, Account Management, Microsoft Excel, Salesforce.com, Accounting, Investments, Microsoft Office, Strategic Financial..., Marketing, PowerPoint, Finance, Sales Management, Outlook, PeopleSoft, Banking, Process Improvement
Education
North Carolina State University - College of Management 2003 — 2008
Bachelors, Accounting
New York Life Insurance Company October 2013 - Present
NYLIFE Securities, LLC November 2001 - October 2013
Skills
Finance, Insurance, Leadership, Financial Services, Analysis, Financial Analysis, Investments, Teamwork, Financial Planning, Public Speaking, Customer Service, Research, Microsoft Office, Securities, Retirement, Retirement Planning
Education
Northeastern Illinois University 1998 — 2000
MBA, Accounting, Finance and Marketing
New York Life Insurance Company November 2011 - Present
Look Up Lodge 2009 - 2011
Skills
Retirement, Retirement Planning, Whole Life, Life Insurance, Estate Planning, Long-term Care
Education
North Greenville University 2006 — 2010
Bachelor of Arts (BA), History
Bandwidth.com September 2013 - Present
Bandwidth.com December 2012 - September 2013
GetZeek, Inc 2011 - July 2013
Triangle Tutors January 2010 - January 2013
Beazer Homes June 2007 - November 2011
AT&T August 2004 - January 2007
New York Life Insurance Company January 2002 - August 2004
Skills
Entrepreneurship, Leadership, Business Development, Marketing, Process Improvement, Sales, Strategy, Operations Management, Selling, Project Planning, Financial Analysis, Social Marketing, E-commerce, Social Media Marketing, Management, Start-ups, Program Management, Advertising, Product Marketing, Sales Management, Business Strategy, Online Advertising, Strategic Partnerships, Cross Functional Team..., Digital Media, Team Building, start, Go-to-market Strategy, Marketing Strategy, Strategic Sales, Cross-functional Team..., New Business Development, Strategic Planning, Mobile Devices, Solution Selling
Education
North Carolina State University 2009 — 2012
MBA, Marketing Management, Entrepreneurship & Technology Commercialization.
University of North Carolina at Wilmington 1997 — 2001
B.S. Business Management, International Business
Athens Drive 1995 — 1997
New York Life Insurance Company February 2014 - February 2015
Warburton Household July 2013 - March 2014
Chesapeake Public Schools November 2010 - June 2013
Mr. Andrew E. Minton June 2007 - January 2010
The Place Boston October 2005 - June 2007
Nutrition One September 2003 - October 2005
Skills
Tutoring, Teaching, Special Education, Community Outreach, Lesson Planning, Higher Education, Public Speaking, Educational Technology, Classroom Management, Elementary Education, Sales, Bartending, Retail, Time Management, Training, Customer Service, Marketing, Microsoft Office, Negotiation, Social Media, Social Networking, Contract Negotiation, Marketing Strategy, Looking At the Big..., Yodeling
Education
Medical Careers Institute 2015 — 2017
Diagnostic Medical Sonography
Northeastern University 2002 — 2007
BS, Sociology
Cape Henry Collegiate 1999 — 2002
High school Diploma
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company February 2015 - April 2015
J. Anthony's Italian Grill October 2014 - January 2015
Applebee's May 2013 - October 2014
Nichols College August 2012 - May 2013
Masonic Health Systems February 2011 - February 2013
Victoria's Secret June 2012 - August 2012
Skills
Leadership, Customer Service, Resident Retention, Teamwork, Foreign Languages, Community Building, Public Speaking, Social Networking, Management, Time Management, Sales, Critical Thinking, Microsoft Office
Education
Nichols College 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business, 3.7
Shepherd Hill Regional High School 2007 — 2011
Diploma, General Education
New York Life Insurance Company May 2013 - Present
Operation Wallacea July 2008 - August 2008
Operation Wallacea June 2008 - July 2008
Staten Island Veterinary Group May 2007 - August 2007
Skills
Series 6, Life Insurance, Disability Insurance, Long Term Care Insurance, Roth IRA, Fixed Annuities, Variable Annuities, Health Insurance, SEP IRA, Traditional IRA, 529 Plans, College Funding..., Key Person Insurance, Sole Proprietors, Buy- Sell agreements, Cross- purchase..., Mutual Funds, Series 63, Educational IRA, Research
Education
University of LeedsLeeds 2010 — 2011
Master of Science, Biodiversity and Conservation, Merit
Northeastern University 2005 — 2009
Bachelor of Science, Biology, 3.5 GPA
VantagePoint Marketing October 2013 - Present
Think Up Consulting March 2011 - October 2013
New York Life Insurance Company May 2010 - August 2010
Tribble Creative Group July 2009 - December 2009
Girls Rock the House August 2009 - November 2009
Liberty Mutual Insurance July 2008 - December 2008
Summerfield Foundation June 2005 - June 2008
Skills
Event Management, Event Planning, Social Media Marketing, Public Relations, Social Media, Project Management, Program Management, Research, Public Speaking, Management Consulting, Market Research, Marketing Communications, Customer Service, Social Networking, Facebook, Strategic Planning, Blogging, Recruiting, Editing, Time Management, Budgets, Analysis, Management, Process Improvement, Leadership Development, Team Building, Organizational..., Marketing Strategy, Microsoft Excel, Quality Assurance, Excel, Budgeting, Customer Relations, Internal Communications, Hospitality Industry, Promotions, Writing, Conferences, Integrated Marketing, Marketing, Strategy
Education
Northeastern University 2006 — 2011
BA, Communication Studies, dual concentration in Media Studies & Public Advocacy
Pawling High School 2002 — 2006
Diploma, General
New York Life Insurance Company February 2014 - Present
West Coast Fishing Club 2012 - 2013
Castle Cafe November 2011 - January 2012
Skills
Bilingual-English/Spanis..., Creative Problem Solving, Logistics Management, Staff Supervision, Cultural Diversity, Microsoft Office, Work in A Fast Paced..., Team-oriented, Transportation, Customer Service, Hotels, Office Administration, Payroll, Charter, Fishing, Tourism, Restaurants, Highly responsible, Backpacking, Problem Solving, Teamwork
Education
Northeastern University 2007 — 2011
Bachelor of Science (BS), Music Industry
CarMax June 2012 - Present
Davis Paige Management Systems, LLC January 2010 - April 2012
BB&T May 2008 - March 2009
New York Life Insurance Company December 2005 - January 2008
Skills
Inbound and outbound..., Tactical Sales Planning, Customer Engagement, Building Relationships, Manage Client..., Direct Sales, Customer Satisfaction, Leadership, CRM, Sales, Interviews, Project Planning, Strategy, Training, Time Management, Program Management, Team Leadership
Education
North Carolina Central University 1998 — 2002
Bachelor of Science (BS), Criminal Justice
NYLIFE Securities LLC May 2012 - Present
New York Life Insurance Company October 2011 - Present
MacGyver's Computer Fix-It January 2008 - October 2011
Ward Muscatell Auto May 1992 - December 2008
Skills
Retirement Planning, Financial Services, Securities, FINRA, Life Insurance, Fixed Annuities, Retirement, Strategic Financial..., Term Life Insurance, Investments, Employee Benefits, A2O Agent for AARP, Health Insurance, Finance, Underwriting
Education
North Dakota State University 1987 — 1991
Business
Jamestown High School
Mills Fleet Farm July 2013 - Present
Pinnacle Foods Group, LLC & Birds Eye Foods 2005 - 2012
Birds Eye Foods, Agrilink Foods 1999 - 2005
Deans Foods Vegetable Company & The Larsen Company 1987 - 1999
The Larsen Company 1985 - 1987
The Larsen Company 1983 - 1985
The Larsen Company April 1982 - 1983
New York Life Insurance Company 1980 - 1982
Skills
Microsoft Office, Compusense - Sensory..., Organization, Self-starter, Handle Confidential..., Travel Management, Concur, BPCS, Secretarial Skills, Travel Arrangements, Executive Level..., Ordering Office Supplies, Coordinating Meetings, Handle Multiple..., Meeting Scheduling, Highly detail oriented, Recruiting, Budgets, Administrative..., Human Resources, Invoicing, Food Industry, Data Entry, Microsoft Excel, Process Scheduler, Food Science, Cross-functional Team..., Continuous Improvement, Logistics, Food Processing, R&D, Product Development, Food, Administrative...
Education
Northeast Wisconsin Technical College 1978 — 1980
Associate Degree, Secretarial Science
McGladrey January 2014 - Present
Fab-Tech Incorporated December 2012 - April 2013
Headwaters MB October 2011 - July 2012
New York Life Insurance Company January 2011 - May 2011
Green Mountain Coffee Roasters May 2010 - August 2010
Skills
Investments, Analysis, Valuation, Finance, Accounting, Sales, Banking, Microsoft Excel, Auditing, Beauty Industry, Hepatology
Education
Northeastern University 2013 — 2013
MS Accounting, Accounting
Saint Michael's College 2007 — 2011
BS, Business Administration
Loomis Chaffee School 2005 — 2007
Rice Memorial High School 2002 — 2005
PwC March 2013 - Present
Veredus June 2012 - February 2013
New York Life Insurance Company November 2011 - June 2012
HSBC Financial Services March 2010 - October 2011
Fidelity Information Services November 2009 - March 2010
JPMorgan Chase May 2009 - November 2009
IBM October 1999 - April 2009
IBM October 1999 - July 2001
Capgemini December 1997 - October 1999
Skills
PMO, MS Project, Program Management, Business Process..., Project Management, Project Governance, Agile Methodologies, Scrum, SDLC, PMP, Project Portfolio..., Software Project..., Resource Management, Business Process..., Business Analysis, CA Clarity, Leadership, Strategy, Business Intelligence, Risk Management, Cloud Computing IaaS, Cloud Computing, Proof of Concept, EPM, PPMS, TFS, Management, IT Strategy, Business Transformation, Telecommunications, Project Planning, Requirements Analysis, IT Management, Agile Project Management, Vendor Management, Requirements Gathering
Education
North Carolina State University 2004 — 2006
MBA, Innovation Management
University of Cincinnati 1993 — 1997
Business, Information Systems
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
Sanofi July 2014 - Present
Sanofi June 2013 - July 2014
inVentiv Health December 2012 - June 2013
New York Life Insurance Company April 2010 - March 2012
Merck January 2002 - August 2010
District of Columbia Public Schools (DCPS) September 1999 - January 2002
United States Department of Agriculture June 1996 - September 1999
Skills
Analysis, Budgets, Cardiology, Coaching, Leadership, Managed Care, Management, Pharmaceutical Industry, Pharmaceutical Sales, Project Planning, Public Speaking, Sales, Sales Operations, Strategic Planning, Training, Customer Service, Team Building
Education
North Carolina Central University 1993 — 1997
BS, Biology
Marsh & McLennan Companies August 2015 - Present
Aon May 2012 - Present
New York Life Insurance Company December 2008 - May 2012
EVO Merchant Services November 2005 - November 2008
Education
Norfolk State University 2005 — 2007
Associate’s Degree, Health Science
Amityville Memorial High School 1999 — 2002
High School Diploma
New York Life Insurance Company December 2014 - Present
Aflac July 2014 - October 2014
EMD Millipore March 2006 - July 2014
Parker Hannifin January 1987 - March 2006
Skills
Permanent Life Insurance, Long Term Care Insurance, Customer Service, Project Management, Process Improvement, Cross-functional Team..., Sales, Technical Support, Term Life Insurance, Education Funding, Disability Insurance, Insurance
Education
Nichols College 1985 — 1987
Merrill Lynch June 2014 - Present
Columbia Management 2011 - 2012
Columbia Management 2009 - 2011
Columbia Management 2007 - 2009
New York Life Insurance Company 2005 - 2006
Skills
Asset Management, Customer Service, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Series 6, Series 7, Wealth Management, Securities, 401k, Equities
Education
Nichols College
Bachelor of Arts/History, History
RR Donnelley Financial Inc January 2015 - Present
Coach August 2011 - October 2014
Publicis Groupe August 2010 - July 2011
New York Life Insurance Company July 2008 - July 2010
Skills
Active Directory, Windows 7, Technical Support, Network Administration, Switches, Networking, Laptops, OS X, Blackberry, VoIP, Wireless, Remote Desktop, Juniper, Mac, iPhone, Microsoft Exchange, Citrix, Software Installation, Blackberry Enterprise..., Vendor Management
Education
Norfolk State University 1987 — 1991
Biology, General
Santander Bank, N.A. May 2014 - Present
New York Life Insurance Company September 2013 - Present
A.C.T.S Ministry 2012 - 2014
A.C.T.S Ministry 2012 - 2014
A.C.T.S Ministry 2012 - 2014
A.C.T.S Ministry 2012 - 2014
A.C.T.S Ministry 2012 - 2014
Jordans Furniture 2006 - 2012
Registry Rearch 1993 - 2004
Education
North Shore Community College
Northeast Metropolitan Regional
Whidden Memorial Hospital July 2015 - Present
Privatus December 2014 - Present
New York Life Insurance Company December 2011 - June 2013
G.F Distributors April 2011 - December 2011
Skills
Fixed Annuities, Retirement Planning, Wealth Accumulation, Life Insurance, Retirement, Long-term Care, Wealth Management, Strategic Financial..., Financial Planners, Insurance, Investments, Securities, Financial Analysis, Series 6
Education
Northeastern University
Nursing, BSN
Colby-Sawyer College 2006 — 2010
BA, Communication & Business Admin
Billerica Memorial High School 2002 — 2006
New York Life Insurance Company February 2013 - Present
EquiAdvantage Real Estate Group October 2011 - Present
Household Finance December 1994 - August 2008
Everyday Lending Mortgage Inc. January 2001 - May 2008
Millionaire Mommie and Everyday Lending Mtg 2000 - 2008
Education
Norfolk State University 1989 — 1992
Bachelor, Finance
KCOS TV, El Paso's PBS station September 2014 - Present
KCOS TV September 2013 - September 2014
New York Life Insurance Company May 2009 - September 2013
Nonprofit Enterprise Center November 2008 - April 2009
United Way of El Paso County August 2007 - November 2008
St. Stephen's Afterschool Program August 2006 - August 2007
YouthWorks 2004 - 2006
Skills
Marketing, Volunteer Management, Non-profits, Advertising, Press Releases, Online Marketing, Social Media, Public Relations, Social Media Marketing, Nonprofits, Project Management, Event Management, Training, Public Speaking, Spanish, Recruiting, Fundraising, Event Planning, Social Networking, Community Outreach, Small Business, Grant Writing, Facebook, Community Development, Leadership, Program Development, Newsletters, Strategy, Program Management, Media Relations
Education
Northeastern University 2006 — 2007
Grad Certificate, Nonprofit Management
Northeastern University 2006 — 2007
Graduate Certificate, Nonprofit Management
University of North Carolina at Chapel Hill 2001 — 2005
B.A., Environmental Studies, Spanish
University of North Carolina at Chapel Hill 2001 — 2005
B.A, Environmental Studies
David F Kelley Insurance Agency Inc. September 2014 - Present
Self December 2009 - Present
Bankers Life and Casualty September 2012 - September 2014
New York Life Insurance Company March 2010 - September 2012
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Whole Life, Long-term Care, Life Insurance, Retirement, Roth IRA, Health Insurance, Retirement Planning, Long Term Care Insurance, Universal Life, Series 6, IRAs, 401k, Workers Compensation, Long Term Care, Annuities, Property and Casualty, Auto Insurance, Homeowners, Home Owners Insruance, Liability Insurance, Commercial Insurance, Liability
Education
Worcester State University 1992 — 1995
Northeastern University 1989 — 1991
Thomson Reuters (Practical Law) March 2014 - Present
Albert Buzzetti & Associates, LLC September 2013 - March 2014
Northeastern University January 2013 - April 2013
Northeastern University April 2012 - April 2013
Northeastern University September 2012 - December 2012
New York Life Insurance Company May 2012 - August 2012
Skills
Data Analysis, Program Management, Community Outreach, Leadership, Legal Research, Legal Writing, Westlaw, Management, Financial Reporting, STATA Analysis, Marketing, VBA, Social Media, Arbortext Epic Editor, SPSS, Analysis, Financial Analysis, Editing, Project Management
Education
Northeastern University 2009 — 2013
Bachelors of Science, Economics
St. Dominic Academy 2005 — 2009
High School Diploma
New York Life Insurance Company February 1998 - Present
Skills
Business Analysis, Testing, Visio, SharePoint, Requirements Gathering, Process Improvement, SQL, SDLC, CICS, Software Documentation, Databases, Integration, XML, Crystal Reports, IDMS, ADSO, Disaster Recovery, Data Migration, BMC Remedy, VSAM, JCL, Proof of Concept, Enterprise Architecture, ITIL, Analysis
Education
Northampton Community College 1973 — 1975
Associate’s Degree, Computer Science, 3.6
TD Bank November 2014 - Present
Bank of America 2006 - December 2009
New York Life Insurance Company 2001 - 2003
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Media, Leadership, Public Speaking, Teamwork, Social Networking, Editing, Time Management, Event Management, Sales, Customer Service, Finance, Credit, Investments, Financial Analysis, Banking, Insurance, Portfolio Management, Mortgage Lending
Education
Northeastern University 2012 — 2014
Quincy College
UBS Wealth Management September 2013 - January 2014
New York Life Insurance Company March 2011 - June 2013
Jefferies & Company April 2010 - January 2011
Panasonic September 2009 - November 2009
Merrill Lynch October 2004 - April 2009
Citi January 2004 - September 2004
Philips May 2001 - May 2003
Verizon Communications June 1996 - May 2001
NEC November 1988 - May 1996
US Army November 1978 - June 1982
Skills
Contract Negotiation, Vendor Management, Cross-functional Team..., Telecommunications, Negotiation, Process Improvement, SAP, Global Strategic..., Software Procurement, Contract Management, Change Management, Frictionless E-Sourcing, Product Development, Supply Chain, Global Sourcing, Supply Chain Management, Sourcing, Six Sigma, Strategy, Management, Logistics, Operations Management, Outsourcing, Risk Management, Leadership, Business Process..., Purchasing, Program Management, Training, CRM, Professional Services, Procurement, Business Analysis, Strategic Sourcing
Education
Salem State University
B.S., Business Management
Northeastern University
Commercial Pilot
MassMutual Financial Group 2014 - Present
Sentinel Benefits & Financial Group 2009 - 2014
New York Life Insurance Company 2005 - 2009
New York Life Insurance Company 1996 - 2004
Skills
ERISA, Defined Benefit, Retirement Plan..., Defined Contribution, Profit Sharing, Customer Service, Risk Management, Business Analysis, Strategy, Management, Strategic Planning, Leadership
Education
Northeastern University
Bachelor of Arts (B.S.), Finance
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company May 2012 - Present
Skills
Strategic Financial..., Fixed Annuities, Retirement Planning, Key Person Protection, Guaranteed Lifetime..., Life Insurance, Disability Insurance, Estate Planning, Financial Analysis, Long-term Care, Term Life Insurance, College Savings Plans, 401k Rollovers, Variable Life, 529 Plans, Variable Annuities, Personal Financial..., Qualified Retirement..., Retirement, Insurance, Financial Planning
Education
Northeastern State University 2008 — 2012
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company April 2014 - Present
Reed & Giordano June 2013 - December 2013
Boston Red Sox April 2006 - September 2012
Investor Advocacy Clinic August 2011 - May 2012
Suffolk University Law School 2009 - 2012
Harvard University June 2011 - November 2011
Emerging Companies Practicum January 2011 - May 2011
Skills
Legal Research, Research, Event Planning, Public Speaking, Legal Writing, Policy Analysis, Community Outreach, Westlaw, Social Media, Editing, Non-profits, Mediation, Microsoft Office, Fundraising, PowerPoint, 401k Rollovers, Business Planning, Income Protection, Investments, Mutual Funds, Personal Finance
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, Business Law
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Political Science
New York Life Insurance Company 2003 - 2015
New York Life Insurance Company 2003 - 2015
H & E Equipment Services LLC August 1980 - July 2003
Marco Equipment Rentals January 1977 - July 1980
Education
Nicholls State University 1972 — 1976
BS, Education
AirWatch by VMware May 2014 - Present
New York Life Insurance Company January 2013 - May 2014
Plan B Technologies January 2012 - December 2012
TERENINE TECHNOLOGY SOLUTIONS February 2010 - January 2012
Skills
SAN, Storage, Windows Server, Active Directory, NAS, EMC Storage, Data Domain, Disaster Recovery, Hardware, Switches, DNS, Symmetrix, NetApp, VMware, Virtualization, Brocade Fibre Switches, MCITP, Hitachi Storage, Storage Area Networks, Microsoft Exchange, Brocade, Backup Solutions, Cisco VoIP, Data Center, Networking, VMware ESX, Cloud Computing, Red Hat Linux, Citrix, Windows Server 2008, Windows Server 2003, VMware ESXi, EMC DataDomain, Netapp Storage, CCNA, iSCSI, Technical Support, Storage Management, Enterprise Storage, Storage Virtualization, Infrastructure, vSphere, HP Storage, VMware Infrastructure, EMC Avamar
Education
Northeast Alabama Community College
New York Life Insurance Company July 2011 - Present
Renaissance Benefit Advisors April 2010 - August 2011
Clark Consulting October 2007 - November 2009
Wachovia Bank, NA September 2003 - October 2007
The Todd Organization 2001 - 2003
Arthur Andersen 1999 - 2000
Skills
Retirement Planning, Relationship Management, Mutual Funds, Sales, Finance, Employee Benefits, Banking, 401k, Accounting, Financial Advisory, Insurance, Managerial Finance
Education
University of North Carolina at Greensboro 1998 — 2000
Masters, Accounting
North Carolina State University 1991 — 1996
Bachelors, Business Management
Northampton Memorial Shrine August 2011 - April 2012
New York Life Insurance Company October 1985 - March 2012
New York Life September 2000 - August 2007
Skills
Public Speaking, Microsoft Word, Windows, English, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Windows 7, Sales, Leadership, Budgets, Supervisory Skills, Team Building, Time Management, Outlook, Project Planning, Marketing, Lotus Notes, Social Media, Research, Training, Strategic Planning, Fundraising, Social Networking, Customer Satisfaction, Nonprofits, Public Relations, Coaching, Administration, Process Improvement, Event Management, Management, SAP, Event Planning, Access, Insurance, System Administration, Editing, Community Outreach, Team Leadership
Education
University of Phoenix 2006 — 2010
Information Technology
Northampton Community College 1977 — 1981
Liberal Arts and Sciences/Liberal Studies
Easton Area High School 1975 — 1977
Diploma, General
Apex Chamber of Commerce October 2012 - Present
Batchelor and Shafer Insurance 2013 - 2015
Batchelor and Shafer Insurance 2013 - 2015
Park Avenue Securities, LLC April 2012 - July 2014
Frye Financial & Insurance Services, LLC April 2012 - July 2014
H.A.R.T. 2014 - 2014
New York Life Insurance Company June 2008 - April 2012
Home Builders Association of Raleigh - Wake County 2009 - 2012
Home Builders Association of Raleigh - Wake County January 2011 - December 2011
Apex Chamber of Commerce 2011 - 2011
Skills
New Business Development, Workers Compensation, Homeowners & Auto..., Strategic Planning, Life Insurance, Term Life Insurance, Disability Insurance, Trust Planning, Estate Planning*, Long Term Care..., Homeowners, Estate Planning, Insurance, Financial Services, Health Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Contract Negotiation, Customer Service, Financial Planning, Marketing, Sales, Residential Homes
Education
North Carolina State University 1989 — 1993
communications
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company January 2012 - Present
Skills
Retirement Planning, College Funding, Gifting Strategies, Key Person Protection, Protection..., Retirement, Insurance, 401k Rollovers
Education
North Park University 1977 — 1979
Bachelor of Arts (B.A.), Music
New York Life Insurance Company July 2003 - Present
AXA Advisors November 1980 - June 2003
Skills
Training, Leadership, Recruiting
Education
Northeastern University
Bachelor of Arts (BA), Criminal Justice
New York Life Insurance Company September 2015 - Present
DialogTech February 2014 - August 2015
Covario July 2012 - August 2013
Performics - a Publicis Group Company December 2008 - July 2013
Who's Calling, Inc February 2002 - November 2008
Apartments.com - A Classified Ventures Company November 1996 - December 2001
Skills
Local Search, SEO, New Business Development, Online Marketing, PPC, Search Engine Submission, Performance Based..., B2B eCommerce, Search Engine Technology, Social Media, Search Engine..., Salesforce.com, Direct Sales, Online Advertising, Social Media Marketing, SEM, B2B, Management, Email Marketing, Marketing, Advertising, E-commerce, Sales, Entrepreneurship, Web Analytics, Web Marketing, Sales Management, Leadership, Start-ups, Business Development, Conversion Optimization, Organic Search, Lead Generation, Mobile Devices, Display Advertising, Mobile Marketing, SaaS, Google Adwords, Digital Marketing, Strategic Partnerships, Integrated Marketing, Sales Process
Education
Northeastern Illinois University 1991 — 1996
BS Speech Communications, Communications & Business Management
New York Life Insurance Company November 2014 - Present
Community Consulting Teams Boston (CCT Boston) January 2014 - Present
Eagle Strategies, LLC June 2011 - November 2014
ABS Consulting June 2006 - December 2010
City Schemes February 2000 - December 2005
International School of Boston 1999 - 1999
French Offset Patners ( FOP) March 1994 - December 1998
Skills
Strategic Financial..., Finance, Financial Services
Education
Northeastern University 1978 — 1980
MBA
Universite Saint Joseph 1974 — 1978
BS
Little City Foundation July 2014 - Present
MDRT June 2011 - February 2014
Helping Hand Center August 2007 - January 2011
Githens Center March 1999 - July 2007
Kirkland Communications/Angel Advertising September 1988 - February 1999
Silent Watchman/ National Guardian Corporation 1986 - 1991
Cardinal Industries 1985 - 1986
Central Ohio Chapter of the Ohio Credit Union League 1984 - 1985
New York Life Insurance Company July 1982 - January 1984
Skills
Fundraising, Nonprofits, Public Relations, Philanthropy, Planned Giving, Volunteer Management, Community Development, Public Speaking, Grants, Leadership, Executive Management, Board Development, Grant Writing, Non-profit Board..., Strategic Planning, Event Management, Program Evaluation, Annual Giving, Community Outreach, Sponsorship, Strategic Communications, Volunteer Training, Media Relations, Marketing, Marketing Communications, Program Management, Management, Organizational..., Raiser's Edge, Event Planning, Business Strategy, Proposal Writing, Alumni Relations, Leadership Development, Association Management, Business Development, Budgets, Program Development, Social Services, Moves Management, Team Building, Coaching, Non-profit..., Stewardship
Education
North Park University 2010 — 2012
MNA, Masters in Nonprofit Administration, 3.85
The Ohio State University 1978 — 1982
Bachelor of Arts, Communications and PR
North Park University 2011 — 2012
Graduate Certificate in Fundraising Management, Fundraising Management, 4.0
North Park University 2011 — 2012
Graduare Certificate in Nonprofit Management, Nonprofit Management, 4.0
North Park University 2010 — 2012
Graduate Certificate, Nonprofit Governance, 3.9
NC State University August 2015 - Present
University of North Carolina at Chapel Hill March 2014 - July 2015
Syncfusion June 2013 - October 2013
Vocus 2012 - 2013
New York Life Insurance Company 2011 - 2012
SECU 2010 - 2011
SECU 2009 - 2010
Wells Fargo 2007 - 2009
Skills
Leadership, Microsoft Office, Small Business, Marketing, Microsoft Excel, Social Media Marketing, Sales, Public Speaking, Insurance, Nonprofits, Business Development, Salesforce.com, Banking, Management, Volunteer Recruiting, Fundraising, Presentations, Prospecting Skills, Memorization, Account Management, Networking, Cold Calling, Lead Generation, Time Management, Sales Process, Direct Sales, CrossFit, Fitness, Customer Retention, Email Marketing, SaaS, Online Marketing, Sales Presentations
Education
North Carolina State University 2003 — 2007
Bachelor of Science (BS), Sociology
North Carolina State University
Aon Risk Solutions November 2012 - Present
New York Life Insurance Company October 2011 - October 2012
Insurance National Services, Inc. May 2009 - July 2011
Xpert Insurance Agency, Inc. September 2007 - April 2009
Citibank NA August 2002 - September 2007
Skills
Term Life Insurance, Fixed Annuities, Annuities, Insurance Planning, Retirement Planning, Whole Life, Insurance, Financial Planners, Life Insurance, Commercial Insurance, Property, Financial Services, Customer Service, Sales, Finance, Banking, Employee Benefits, Management, Property & Casualty..., Microsoft Office, Underwriting
Education
Northeastern Illinois University 2012 — 2015
Bachelor of Arts (BA), Accounting
Oakton Community College 2003 — 2006
Associate Degree in Business, Accounting
John F Kennedy High School 1993 — 1996
Diploma
New York Life Insurance Company September 2014 - Present
Corfini Gourmet July 2013 - April 2014
US Foods November 2009 - July 2013
US Foods March 2006 - November 2009
Larry's Markets December 1996 - November 2001
Skills
New Business Development, Competitive Intelligence, Innovation, Strategic Planning, Strategic Analytics, Management, Sales, Purchasing, Forecasting, Pricing Strategy, Contract Pricing, Inventory Management, Committed to Customer..., Customer Satisfaction, Logistics, Pricing, Product Development, Sales Management, Sales Operations, Sales Presentations, Selling, Budgets, Food, Profit, Customer Service, P&L Management, P&L, Key Account Development, Grocery, Market Planning, Key Account Management, Troubleshooting, People Skills
Education
North Seattle Community College 1992 — 1993
New York Life Insurance Company January 2015 - Present
National Access Mortgage January 1999 - August 2000
Bank of America April 1994 - January 1999
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, English, Public Speaking, Leadership, Windows, Financial Services, Social Media, Event Planning, New Business Development, Sales, Mortgage Lending, Marketing, Strategic Planning, Team Building, Marketing Strategy
Education
North Carolina State University 1987 — 1992
Bachelor's degree in Mass Communications, Mass Communication/Media Studies and Business
Sanderson High School, Raleigh North Carolina 1984 — 1987
HIgh School
ParkJockey July 2015 - Present
Direct Media Power September 2014 - July 2015
Student Loan Repairman, LLC July 2013 - September 2014
Advocate Tax Solutions, LLC December 2011 - July 2013
New York Life Insurance Company November 2009 - January 2012
Riverbank Capital Management July 2007 - June 2008
Blymas Inc April 2006 - July 2007
MHP International August 2003 - February 2006
Skills
Retirement Planning, Strategic Financial..., Asset, Investments, Estate Planning, Mutual Funds, Long-term Care, Securities, Asset Managment, Fixed Annuities, Retirement, Series 7, Series 63, LUTCF, Real Estate, Tax Dispute Resolution, Small Business, Finance, Portfolio Management, Risk Management, Options, Direct Sales, Sales Growth, Deal Closure, Closing Abilities, Asset Allocation, Asset Management, Trading, Management, Financial Planning
Education
The American College 2011 — 2011
LUTCF
Northeastern Illinois University 2003 — 2007
Bachelors of Science, Finance
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC March 2014 - Present
Anthony Colella 2005 - January 2014
Richter - Colella Studios Inc. 1993 - January 2014
Middleton Borad of Trade MBOT 2006 - 2013
PPAM 1996 - 2013
New England School of Photography 2009 - 2010
Hansen Engineering 1987 - 1989
Skills
Insurance, Tax Saving Strategies, Business Growth and..., Estate Planning, Education Funding..., 401k Rollovers, Business, Sales, Advertising, Photography, Portrait Photography, Art, Gifting Strategies, Asset Protection, Key Person Insurance, Roth IRA, Family Services, Video, Photoshop, Engineering, Customer Service, Marketing
Education
Wentworth Institute of Technology 1984 — 1991
Bachelor's degree, Mechanical Engineering
Northeastern University 1986 — 1990
Mechanical Engineering
Wentworth Institute of Technology 1984 — 1986
Associate's degree, Mechanical Design Engineering
Salem High School 1980 — 1984
Catalyst Financial Group June 2013 - Present
New York Life Insurance Company June 2011 - June 2013
New York Life Insurance Company January 2011 - June 2011
MetLife November 2009 - January 2011
MetLife October 2006 - November 2009
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Series 6, Long Term Care Insurance, Retirement Planning, Insurance, Retirement, Mutual Funds, IRAs, Term Life Insurance, Long-term Care, Series 63, Series 7, Whole Life
Education
Northeastern State University 2001 — 2006
BBA, Marketing
Owasso High School 1998 — 2001
New York Life Insurance Company December 2014 - Present
RBD Retail Business Development January 2013 - February 2014
Boston Scientific January 2007 - January 2012
Procter & Gamble February 2000 - December 2006
Skills
401k Rollovers, Life & Health Insurance..., Long Term Care Insurance, Retirement Planning, Business Planning, Estate Planning, Employee Benefits, Fixed Annuities, Strategic Planning, Asset Protection, Education Funding, Sales Management
Education
Northeastern University
Media Storm January 2014 - Present
LIPMAN April 2013 - September 2013
Young & Rubicam February 2011 - April 2013
Canon, USA September 2007 - February 2011
New York Life Insurance Company June 2006 - January 2007
Skills
Financial Reporting, Variance Analysis, Analysis, Finance, Budgets
Education
Northeastern University 2002 — 2006
Bachelor of Science, Business Administration
New York Life Insurance Company September 2013 - Present
Dalpak Enterprises Inc August 1989 - June 2013
Skills
Insurance, Sales, Small Business, Customer Service, Management, Life Insurance, Risk Management, Team Building, Retirement, Accounting, Marketing, Term Life Insurance, Finance, Business Strategy, Leadership, Building Relationships, Licensed Life Insurance..., Fixed Annuities, Business Exit Strategy, Business Insurance..., Business Networking, Buy-sell Agreements, Grandchild Gifting, Key Person Insurance, Multi-Tasking Skills, Permanent Life Insurance, Protection..., Strategic Planning
Education
North Lake College 1995 — 1998
VWA High School
New York Life Insurance Company July 2012 - Present
American Lung Association 2003 - 2009
Skills
Community Outreach, Insurance, Public Speaking, Leadership, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Wealth Preservation..., Protection..., Leadership Development
Education
University of North Carolina at Chapel Hill 2005 — 2007
Certificate, Healthcare Management
North Carolina Central University 1994 — 1997
BS, Health Education
Millbrook High School 1988 — 1992
Diploma, General Studies
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company May 2014 - Present
Sherwin Williams May 2013 - August 2013
Skills
Teamwork, Customer Service, Public Speaking, Time Management, PowerPoint, Social Media, Life Insurance, Whole Life, Variable Annuities, Mutual Funds, 401k Rollovers, IRAs, Roth IRA, 401k, Retirement Planning, Guaranteed Lifetime..., Licensed in Long Term..., Annuity Sales, Leadership, Grandchild Gifting, 401(k) ROllovers, Social Media Marketing, Whole Life Insurance, Sales
Education
North Dakota State University 2010 — 2014
Bachelor of Science (BS), Finance
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company July 2011 - July 2015
Edge Athletics March 2011 - July 2015
Nets Basketball November 2010 - March 2011
Miami Heat June 2008 - August 2010
Madison Square Garden January 2008 - June 2008
Skills
Sports Management, Sports, Ticket Sales, Sports Marketing, Event Management, Event Planning, Sales, Cold Calling, Marketing, Sponsorship, Social Media, Customer Service, Social Media Marketing, Archtics, Account Management
Education
Nichols College 2009 — 2010
MBA, Sport Management
Nichols College 2004 — 2008
BSBA, Sport Management
Our Lady of Lourdes
Our Lady of Lourdes
New York Life Insurance Company March 2013 - Present
Snannon Forest Christian School August 2012 - April 2013
Larkin's Restaurants / Larkin's on the River August 2012 - March 2013
Frykvall Family February 2011 - December 2011
Skills
Leadership, Customer Service, Event Planning, Team Building, Teaching, Public Speaking, Microsoft Office, Social Media, Time Management, Event Management, Marketing, Social Networking
Education
North Greenville University 2006 — 2010
Bachelor of Arts (B.A.), Elementary Education and Teaching
New York Life Insurance Company September 2012 - Present
Fund Raiser and Connector 2002 - January 2013
Williams Overman Pierce, LLP July 2007 - April 2011
FM Lending 2005 - 2006
Wells Fargo December 2003 - December 2005
Liberty Enterprises December 1998 - December 2003
GE Capital Mortgage Insurance January 1990 - January 1998
Skills
Team Building, Negotiation, Budgeting, Banking, Public Speaking, Consultative Selling, Active Listener, Proposal Generation, Value Proposition..., Event Planning, Training & Development, Account Management, New Business Development, Lifelong Learning, Customer Focus, Community Outreach, Customer Relations, Customer Retention, Customer Acquisition, Excel, Fundraising, Hiring, Key Account Management, Leadership Development, Non-profits, Microsoft Office, Outlook, Outgoing, Creative Problem Solving, Word, Microsoft Excel, Key Person Insurance, 401(k) Rollovers, Protection..., Supplements to Employee..., Financial Services, Licensed in Long-Term..., Buy-sell Agreements, Risk Management
Education
Appalachian State University
BSBA, Business Administration
North Carolina State University
Adult Education and Training
New York Life Insurance Company August 2014 - Present
Dunkin Donuts January 2012 - September 2014
Direct Sales Unlimited April 2010 - October 2012
Dunkin Donuts March 2009 - April 2010
KBN Promotions March 2008 - January 2009
2020 Companies August 2006 - January 2008
Skills
Life Insurance..., Lifetime Income..., Business Insurance..., 401k Rollovers, Annuity Sales, Retirement Income..., Small Business, Asset Protection, Sales, Leadership, Customer Satisfaction, Time Management, Networking, Event Planning
Education
Salem State University 2011 — 2013
Bachelor of Applied Science (BASc), Communications
North Shore Community College 2008 — 2011
Associate of Arts (AA), Business management
New York Life Insurance Company March 2015 - Present
TD Ameritrade August 2013 - March 2015
Verizon Wireless July 2010 - August 2013
Morton Pond Lining October 2008 - July 2012
United States Postal Service September 2000 - October 2008
Skills
Finance, Investments, Financial Planning, Financial Services, Customer Experience, Direct Sales, Risk Management, Telecommunications, Sales, Management, Customer Service, Sales Management, Leadership, Customer Retention
Education
Northeast Community College
Associate's Degree, Behavioral Sciences, A
Cameron Communications Corporation 1996 - Present
Current Technoligies Corp April 2003 - May 2014
Estate Resources Mpls Mn 1987 - 1996
State Farm Insurance Michael Sprague 1981 - 1987
New York Life Insurance Company 1978 - 1981
Skills
Windows, HTML, Microsoft Office, Microsoft Excel, Java, C++, Microsoft Word, PowerPoint, English, Outlook, C, Photoshop, Research, Strategic Planning, SQL, Budgets, Negotiation, JavaScript, Teaching, Team Leadership, Project Management, Telecommunications, Marketing, Networking
Education
Normandale Community College 1977 — 1979
John F. Kennedy High School 1975 — 1977
JPMorgan Chase November 2013 - Present
New York Life Insurance Company December 2008 - October 2013
FINISHLINE INC August 2004 - December 2009
CIRCUIT CITY INC July 2006 - November 2008
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Retirement, Disability Insurance, Long-term Care, IRAs, Term Life Insurance, Mutual Funds, Long Term Care Insurance, Estate Planning, Whole Life, 401k, Insurance, Financial Planners, Strategic Financial..., Financial Services, Financial Planning
Education
Norfolk State University 2005 — 2009
Bachelor of Science, Finance and Marketing
LPL Financial March 2006 - Present
LPL Financial March 2006 - Present
Cantella & Co., Inc. 2005 - 2006
Raymond James Financial Inc. 1995 - 2004
John G. Kinnard and Company 1992 - 1995
New York Life Insurance Company 1987 - 1992
Skills
Wealth Mangagement, Investments, Mutual Funds, Strategic Planning, Portfolio Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Series 24, Series 63, Series 65, Series 7, Registration with LPL...
Education
Northern State University, Aberdeen, SD 1986 — 1987
Bachelor's Degree, Bachelor of Science
North Dakota State College of Science 1977 — 1978
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Minnesota-Twin Cities 1964 — 1965
Dental Assistant Certificate, Dental Assisting/Assistant
Professional Tool Products LLC September 2014 - Present
Southern Valet February 2013 - September 2014
CertusBank September 2013 - January 2014
New York Life Insurance Company January 2013 - May 2013
City of Sumter May 2011 - July 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Research, PowerPoint, Customer Service, Public Speaking, Editing, Budgets, Accounting, Time Management, Photoshop, Public Relations
Education
North Greenville University 2009 — 2013
Bachelor of Arts (B.A.), International Business, 3.7 GPA
US Health Advisors, American December 2011 - Present
New York Life Insurance Company January 2008 - January 2010
Self-Employed - Insurance Brokerage June 2005 - December 2008
Skills
Insurance, Retirement Planning, Fixed Annuities, Long-term Care, Health Insurance, Solution Selling, Finance, Portfolio Management, Employee Training, Direct Sales, Sales Presentations, Forecasting, Small Business, Term Life Insurance, Analysis, IRAs, Retirement, 401k, Investments, Strategic Financial..., Mutual Funds, Small Business Benefits, Employee Benefits Design, Client Aquisition, Product Presentation, HRA105 Tax Savings, Salesforce.com, Cloud Computing, Cloud Storage, SaaS, Manage Client..., Cold Calling
Education
North Carolina State University 1999 — 2003
BS, Business Management, Concentration in Finance, Business Management/ Finance, Deans List
BOK Financial January 2015 - Present
BOK Financial January 2013 - December 2014
New York Life Insurance Company July 2010 - January 2013
BancFirst September 2008 - July 2010
Skills
Retirement Planning, Wealth Management, Finance, Financial Services, Financial Planning, Pensions, Securities, Team Building, Investments, Leadership, Financial Needs Analysis, College Funding, Guaranteed Lifetime..., Risk DIversification, Family/Asset Protection, Tax Reduction Strategies, Pension Maximization, Key Employee Planning
Education
Northeastern State University
Bachelor of Business Administration (B.B.A.), Financial Planning
UnitedHealth Group July 2014 - Present
New York Life Insurance Company July 2013 - July 2014
Atterro Human Capital Group October 2011 - May 2013
Cargill through Synico Staffing, Inc.(contract) June 2011 - August 2011
City of Orlando December 2009 - April 2010
KPMG LLP July 2007 - February 2009
Eden Prairie School District December 2006 - April 2007
City of Minnetonka June 2001 - September 2005
Lund Food Holdings, Edina, MN March 2000 - June 2001
CARLSON WAGONLIT TRAVEL, Plymouth, MN May 1997 - July 1999
Skills
Customer Service, Accounting, Payroll, Administrative..., Microsoft Excel, Administrative Support, Excel, Word, PowerPoint, Access, SharePoint, Administration, Organizational..., Accounts Payable, Microsoft Office, Event Management, Scheduling, Executive Management, Outlook, Process Improvement, Customer Relations, Problem Solving, Event Planning, Compliance, Research, Teamwork, Project Management, Budgets, Employee Benefits
Education
Normandale Community College 1986 — 1994
Associate in Applied Science, Accounting
Minnesota Travel Career School 1982 — 1982
Travel, Tourism
Lakeview Realty Enterprises, Inc. October 2007 - Present
California Homesellers, Inc. 2002 - 2007
San Bernardino Stampede Professional Baseball Team 1999 - 2002
Fresno Grizzlies Professional Baseball Team 1997 - 1999
Texas-Louisiana Professional Baseball League 1995 - 1997
Tulsa Drillers Professional Baseball Team 1990 - 1995
Gemini Properties, Inc. 1986 - 1990
New York Life Insurance Company 1984 - 1986
US Navy May 1974 - December 1984
Skills
Management, Real Estate, Investment Properties, REO, Property Management, Short Sales, Property, Residential Homes, Real Estate Transactions
Education
Northeastern State University 1982 — 1985
Tulsa Jr College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Citizens Bank, Wealth Managment - Premier Banking January 2015 - Present
New York Life Insurance Company July 2013 - January 2015
Pegasystems February 2012 - July 2013
InfoReach, Inc. January 2011 - January 2012
Cutter Associates November 2010 - January 2011
Portware April 2006 - April 2010
NeoNet Securities 2006 - 2006
E*TRADE Capital Markets 2004 - 2006
Natexis Bleichroeder 2001 - 2004
Bloomberg 2000 - 2001
Skills
Trading, Electronic Trading, Hedge Funds, Capital Markets, Case Management, Cloud Computing, Asset Managment, Equities, CRM, Options, Derivatives, Investments, Order Management, Market Data, Equity Trading, Securities, Risk Management, Financial Services, Relationship Management, Portfolio Management, Case Managment, FX Options, Enterprise Software, Emerging Markets, Commodity, Mutual Funds, Business Analysis, Investment Banking, 401k Rollovers, Annuity Sales, Asset Protection, CLU, CRPC, CRPS, Estate Planning, Insurance, Licensed Life & Health..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Wealth Preservation..., Trading Systems, Back Office, Prime Brokerage
Education
Northeastern University 1989 — 1994
BS, Finance, International Business
CHS 1985 — 1989
Gallagher Benefit Services July 1996 - Present
The Guardian Life Insurance Company of America 1993 - 1996
New York Life Insurance Company 1982 - 1992
Kemper Companies 1976 - 1980
US Army 1973 - 1976
Skills
Data Mining, Goal Development, Solutions Development
Education
Northern Illinois University 1980 — 1982
MS, Finance and Accountancy
East Leyden High School
North Central College
Connected Music Group, Inc February 2010 - Present
New York Life Insurance Company 2012 - 2013
Hot Janks Entertainment, Inc January 2001 - 2006
Education
Norfolk State University
Business
Gutter Cleaning Pros, LLC March 2015 - Present
North Carolina National Guard September 2013 - Present
East Village, Summit Hospitality Inc. July 2012 - July 2013
New York Life Insurance Company March 2012 - June 2012
Tyler's Taproom December 2011 - March 2012
East Village Bar and Grill, Summit Hospitality, Ltd September 2007 - December 2011
N.C. State University August 2004 - May 2007
Skills
Team Leadership, Operations Management, Problem Analysis, Training, Organizational Design, Event Management, Team Building, Data Analysis, Team Management, Training & Development, Quality Assurance, Marketing, Events Coordination, Customer Satisfaction, Personnel Matters, Customer Relations, Teamwork, Microsoft Office, Risk Management, Inventory Management, Organizational..., Hospitality Industry, Distribution Management, Customer Service, Policy Analysis, Purchase Orders, Communication Skills, Ideas Development, Customer Retention, Employee Training, Salesforce.com, Account Management, Financial Analysis, Shipping & Receiving, Social Networking, Advertising, Communication, Social Media, Hospitality Management, Insurance
Education
Quartermaster Officer School, Army Logistics University 2014 — 2015
Logistics, Materials, and Supply Chain Management
North Carolina State University 2002 — 2007
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Walter Hines Page High School 1998 — 2002
Diploma, General Education
Composite Solutions Inc April 2015 - Present
Northeast Insurance Solutions, LLC. November 2014 - April 2015
NYLIFE Securities LLC March 2014 - November 2014
New York Life Insurance Company January 2014 - November 2014
Composite Solutions, Inc June 2007 - July 2013
Best Chevrolet June 2005 - June 2007
Robert Half Technology December 2004 - May 2005
Global Data Systems September 2000 - March 2003
Inacom Corporation April 1999 - March 2000
CompuCom July 1997 - April 1999
Skills
Sales, Life Insurance, Financial Services, Business Insurance..., Investments, Key Person Insurance, Account Management, Buy-sell Agreements, Leadership, Asset Protection, Annuity Sales, Business Exit Strategy, Educational Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, 401k Rollovers, Lifetime Income..., Legacy Planning, Life Insurance..., Creative Problem Solving, Customer Satisfaction, Direct Sales
Education
Northeastern University 1976 — 1981
Bachelor of Science (BS), Business Administration, Marketing
Martha's Vineyard High School 1971 — 1976
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company April 2004 - March 2014
New York Life Insurance Company April 1999 - March 2004
New York Life Insurance Company January 1996 - March 1999
New York Life Insurance Company October 1993 - January 1996
Skills
Insurance, Financial Services, Recruiting, Leadership, Retirement Planning, Retirement, Life Insurance, Management, Estate Planning, Business Development, Talent Acquisition, 401(k) Rollovers, Business Insurance..., Finance, Securities, Financial Planning, Business Planning, IRAs, Mutual Funds, Fixed Annuities, Investments
Education
Northeastern University 1988 — 1993
Sunbelt Rentals April 2010 - Present
New York Life Insurance Company March 2009 - March 2010
Acopia Capital Group June 2008 - February 2009
Wells Fargo Home Mortgage March 2007 - February 2008
EquiFirst May 2006 - February 2007
CIT September 2001 - May 2006
Sebring Capital July 1997 - July 2001
Consolidated Mortgage February 1991 - July 1997
Skills
Business Development, Account Management, Sales Process, Sales Management, Customer Service, Building Relationships, Direct Sales, Management, Selling, Sales, New Business Development, Leadership, Sales Operations, Contract Negotiation, Salesforce.com, Networking, Training, Time Management, Marketing, Negotiation, Cold Calling, CRM, Solution Selling, Team Building, B2B, Customer Retention, Sales Presentations, Pricing, Customer Satisfaction, Lead Generation, Consultative Selling, Construction, Relationship Building
Education
North Carolina State University 1989 — 1990
Needham Broughton 1986 — 1987
Diploma
Merchant Taylors Crosby 1984 — 1986
O Levels
Retired April 2015 - Present
SonoSite April 2011 - May 2014
Galeno Healthcare Management July 2007 - August 2010
New York Life Insurance Company 2004 - 2006
New York Life Insurance Company 2004 - 2006
ATL Ultrasound 1981 - 2004
Philips Healthcare 1981 - 2004
Advanced Technology Laboratories 1981 - 2004
Skills
Medical Devices, Medical Imaging, Healthcare, Technical Support, Capital Equipment, Hospitals, DICOM, Hardware Diagnostics, PACS, Healthcare Information..., Cardiology, Storage Area Networks, Field Service, Project Management, POS Solutions, Insurance, Radiology, Ultrasound, Cross-functional Team..., Product Launch
Education
North Seattle College 1972 — 1976
Electronics Engineering & Biomedical Electronics
New York Life Insurance Company January 2010 - April 2011
Olympus America 2011 - 2011
T-Mobile October 2008 - December 2009
Volvo Construction Equipment October 2007 - September 2008
Target Software June 2006 - October 2007
Hiram Walker January 2001 - May 2001
National Research Council January 2000 - December 2000
Skills
SharePoint, Troubleshooting, Software Documentation, SQL, Technical Support, Active Directory, Windows, Databases, Project Management, Linux, Requirements Analysis, BMC Remedy, Security, Team Leadership, Operating Systems, Integration, TCP/IP, VPN
Education
Northampton Community College 2012 — 2014
Associate of Science (A.S.), Computer Information Technology: Security, 4.0
St. Clair College 1998 — 2000
Information Technician, Computer Science
Voya Financial January 2015 - Present
New York Life Insurance Company June 2009 - November 2014
Fidelity Investments Institutional Services March 2006 - June 2009
Fidelity Investments July 1987 - June 2009
Skills
Financial Services, Business Analysis, Vendor Management, Program Management, SDLC, Wealth Management, Retirement, Project Management, Requirements Analysis, Process Improvement, Product Development, Agile & Waterfall...
Education
Northeastern University 1982 — 1987
Bachelor of Science (B.S.), Psychology
Braintree High School 1979 — 1982
New York Life Insurance Company August 2009 - Present
Wells Fargo Home Mortgage April 2007 - August 2009
Skills
Retirement Planning, 401k, Retirement, Investments, Estate Planning, Long-term Care
Education
Nichols College 1989 — 1992
New York Life Insurance Company June 1989 - Present
New York Life Insurance Company 1999 - 2005
Independence Bankcorp 1985 - 1989
Skills
Virtualization, IT Service Management, Unix, Analysis, Windows Server, Management, ITIL, Process Engineering, Process Control, ITIL Certified, Six Sigma, Information Technology, Project Management, Process Management, Process Capability, Capacity Planning, Business Analysis, Enterprise Architecture, Disaster Recovery, IT Strategy, Vendor Management, IT Management, SDLC, Continuous Process..., Process Integration, Process Improvement
Education
Certification 2015 — 2015
Service Offerings and Agreements
Certification 2013 — 2013
Operational Support and Analysis
Certification 2009 — 2009
ITIL Continual Service Improvement
Rutgers University-New Brunswick 2007 — 2008
Process Engineering
Northampton Community College 1990 — 2000
Associates in Computer Science, Science
IIL
Six Sigma Green Belt
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company September 2014 - Present
Aflac May 2014 - July 2014
YMCA January 2013 - March 2014
Landscape Lighting World January 2010 - December 2012
GSA Preview June 2009 - 2010
MASSCOMP/Concurrent, Stratus Computer, EMC, AVID Technology, Avici Systems 1984 - 2009
Skills
Sales, Leadership, Lifetime Income..., Gifting Strategies, Grandchildren Gifting, 401k Rollovers, IRA Rollovers, Annuity Sales, Multi-generational..., Education Funding..., Estate Planning, Key Person Insurance, Multi-generational..., Permanent Life Insurance, Personal Finance, Protection Planning /..., Customer Relations
Education
Northeastern University 1981 — 1983
MBA, Manufacturing & Finance
University of Rhode Island 1974 — 1978
Bachelor's degree, Industrial and Organizational Psychology
Ambit Energy May 2013 - Present
Lightyear Wireless June 2012 - December 2013
New York Life Insurance Company February 2009 - April 2010
The Macom Corporation December 1998 - January 2009
Sidley Austin January 1998 - December 1998
Tristar Industries January 1997 - January 1998
Skills
Business Planning, Insurance, Budgets, Management, Leadership, Strategic Planning, Finance, Entrepreneurship, Business Strategy, Customer Service, Sales, Accounting, Team Building, Small Business, New Business Development, Account Management, Sales Management, Team Leadership, Life Insurance, Contract Negotiation, Coaching, Negotiation, Marketing Strategy, Real Estate, Financial Reporting, Selling, Employee Benefits, Training, Networking, Wireless, Retirement, Financial Services
Education
North Central College 1985 — 1989
B.A., Accounting
St.Rita H.S. 1981 — 1985
New York Life Insurance Company September 2014 - Present
AmeriCash Loans May 2005 - January 2014
American Recovery Systems January 2003 - May 2005
Skills
Business Planning, Key Person Protection, Life insurance..., Retirement Income..., Protection/Planning/Fami..., Estate Planning, Wealth Preservation..., Education funding..., Life Insurance, Sales, Leadership, Finance, Retirement, Team Building, Retirement Planning, Investments, Financial Planning, Financial Services
Education
Northeastern Illinois University 2009 — 2013
Bachelor's degree, Accounting and Business/Management
Sullivan High School 1996 — 2000
Diploma, General Education
TIAA-CREF April 2014 - Present
TIAA-CREF September 2012 - April 2014
NYLIFE Securities LLC April 2012 - September 2012
New York Life Insurance Company October 2011 - September 2012
Schonfeld Group June 2007 - September 2011
Skills
Series 7, Proficient in Microsoft..., Knowledgeable of Equity..., NC Licensed Life &..., NC Licensed Medicare..., Series 66
Education
North Carolina State University 2002 — 2007
BS, Economics
Nielsen Company January 2015 - Present
International Distributors September 2011 - December 2014
Beauty 4 Us December 2010 - August 2011
New York Life Insurance Company May 2010 - November 2010
Apex Outsourcing September 2009 - March 2010
EF Education First January 2008 - June 2008
Blinds To Go January 2007 - June 2007
Skills
Management, Budgets, Microsoft Excel, Customer Service, Strategic Planning, Product Development, Forecasting, Accounting, Supply Chain Management, Analytics, Microsoft Office, Business Strategy, Marketing Strategy, Leadership, Market Research
Education
Northeastern University 2015 — 2018
Master of Business Administration (M.B.A.), Marketing
Northeastern University 2004 — 2009
Bachelor of Science Degree, Business Administration; Management and Accounting
DHL Express June 2013 - Present
ADP September 2010 - June 2013
New York Life Insurance Company September 2009 - October 2010
Environmental Data Resources January 2008 - June 2009
Environmental Data Resources January 2007 - January 2008
Environmental Data Resources January 2006 - January 2007
Environmental Data Resources December 2003 - December 2006
Environmental Data Resources January 2002 - December 2003
Skills
Outside Sales, Salesforce.com, Sales Process, B2B, Strategic Partnerships, Lead Generation, Direct Sales, Sales Management, SaaS, New Business Development, Relationship Management, Business Development, Sales, Sales Presentations, Strategic Selling Skills, Sales Growth, Closing Deals, Hunter, Cold Calling, Qualifying Prospects, New Business Generation, Leadership, Human Resources, Sales Operations, Performance Management
Education
Wentworth Institute of Technology
Northeastern University
Lincoln Financial Advisors 1996 - 2001
New York Life Insurance Company 1991 - 1996
Skills
Investment Advisory, IRAs, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Estate Tax Planning, Investment Management, Wealth Management..., Series 7, Retirement, Asset Allocation, 401k Rollovers, Investment Strategies, Series 63, Alternative Investments, Asset Management, High Net Worth..., Financial Advisory, Long-term Care, Financial Planners, Investments, Securities, 401k, Fixed Annuities, Series 65, Small Business, Wealth, Trusts, Mutual Funds, Trust Services, Certified Financial..., Portfolio Management, Insurance, Pensions, Roth IRA, Disability Insurance, Wealth Accumulation, Financial Markets, Finance, Life Insurance, Financial Services, Equities, Risk Management, Employee Benefits, Leadership, Financial Analysis, Fixed Income, Long Term Care Insurance, Term Life Insurance
Education
Deerfield High School
Indiana University-Bloomington
Bachelor’s Degree
Northeastern Illinois University
Master’s Degree
Westridge
New York Life Insurance Company Mail processorNew York Life Insurance CompanyApril 2000 - August 2007
Education
Northampton Community College 1977 — 1981
Liberal Arts & Computer Technology
New York Life Insurance Company 2011 - Present
Education
Northeastern University 1988 — 1992
New York Life Insurance Company October 2015 - Present
Aflac June 2015 - Present
Nordstrom March 2013 - Present
Skills
Customer Service, Data Entry, Leadership, Access, Outlook, Team Building, Training, Database Admin, Clerical Skills, Time Management, Microsoft Office, Microsoft Word, Team Leadership, Research, Microsoft Excel, Event Planning, Data Analysis, Fundraising, Sales, PowerPoint, Communication, Public Speaking, Account Management
Education
North Carolina Agricultural and Technical State University 1999 — 2002
B.S., Graphics(CADD)
VMC February 2015 - Present
The Myers Group October 2013 - February 2015
Coca-Cola Refreshments November 2012 - October 2013
VMC March 2011 - July 2012
New York Life Insurance Company July 2010 - March 2011
SEI LLC August 2005 - August 2010
Skills
Communication, Team Leadership, KPI Reports, KPI implementation, KPI Dashboards, Executive Reporting, Production Schedules, Customer Service..., Presentations, Account Management, Project Management, Employee Management, Root Cause Analysis, Customer Service..., Incentive Programs, Sales Presentations, Executive Support, Client Presentation, Coaching, Quality Assurance, Call Center..., MBR, Customer Service..., Call center start-up, Call Center Development, Employee Engagement, Employee Relations, Employee Recognition, Business Model..., Employee Training, Cold Calling Experience, SOW, Political Science, Sociology, Life Insurance, Microsoft Word, Microsoft Excel, PowerPoint, RightNow, PeopleSoft, Microsoft CRM, CAP, CBI, Outlook, ADP Payroll, Microsoft SQL Server, Cisco Call Manager, Blue Pumpkin, Briefs, Hospitality
Education
North Dakota State University
B.S., Political Science
New York Life Insurance Company July 2003 - Present
Ponca City High School 1988 - 2003
Perry High School 1982 - 1988
Pawnee High School 1979 - 1982
El Reno High School 1974 - 1979
Skills
Retirement Planning, Sales, Insurance, Fixed Annuities, Accounting, Retirement, Securities, Risk Management, Finance, Analysis, Marketing, Financial Analysis, Strategic Financial..., Series 6, New Business Development, Disability Insurance, Long-term Care, Term Life Insurance, Investments, Tax, Small Business, Life Insurance, Loans, IRAs, Employee Benefits, Banking, Mutual Funds, Financial Planners, FINRA, Financial Advisory, Estate Planning, 401k, Whole Life, Series 63, Wealth, Personal Finance, Series 7, Personal Financial..., Wealth Management
Education
Northeastern State University 1970 — 1973
New York Life Insurance Company November 2012 - Present
Yee & Associates, P.C. May 2011 - October 2012
Prime Motor Group, Inc., Prime Acura July 2008 - April 2011
The Training Associates February 2007 - July 2008
OfficeMax, Print and Document Services December 2005 - November 2006
Integrated Document Solutions, LLC May 2002 - November 2005
Choice One Communications July 2000 - April 2002
IKON Office Solutions March 1990 - June 2000
Skills
Sales Management, Team Leadership, New Business Development, Sales Management..., Lead Generation, B2B, Telecommunications, Operations Management, Marketing Strategy, Product Development, Contract Management, Marketing Communications, Solution Selling, Account Management, Sales Process, Salesforce.com, Sales, Selling Skills, Business Development, Team Building, Direct Sales, Customer Satisfaction, Cold Calling, Strategic Planning, Management, Start-ups
Education
University of Massachusetts Boston 1987 — 1989
BS, Business Management and Marketing
North Country Community College 1985 — 1987
Accounting and Business/Management
New York Life Insurance Company registered representative , senior agentNew York Life Insurance CompanyFebruary 1977 - Present
Skills
Insurance, Investments, Retirement Planning, Life Insurance, Financial Services, Sales, Financial Planning, Risk Management, Retirement, Fixed Annuities
Education
Nicholls State University 1963 — 1967
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company 2011 - Present
Eastern States Insurance Agency 2007 - 2011
The Protector Group Insurance Agency, a Marsh & McLennan Agency Company 2000 - 2007
Harleysville Insurance 1996 - 2000
Commerce Insurance 1984 - 1996
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Life Insurance, Variable Products, Mutual Funds, Business Planning, Fixed Asset Management, Employee Benefits, Long-term Care, Pensions, Deferred Compensation, Roth IRA, Qualified Retirement..., Non-Qualified, Disability Insurance, Property & Casualty..., Operations Management, Underwriting, Insurance, Financial Services, Long Term Care Insurance, Commercial Insurance, Fixed Annuities, General Insurance, 401k, Retirement, IRAs
Education
Dale Carnegie
Nichols College
BSBA, Business Management/Finance
The Wharton School, University of Pennsylvania
Tantasqua regional High School
New York Life Insurance Company 2009 - 2010
Skills
Customer Service, Accounting, Microsoft Office, Insurance, PowerPoint, Strategic Planning, Health Insurance, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Training, Research, Access
Education
North Carolina Central University 1969 — 1973
Bachelor's Degree, Business Administration and Management, General
Tamarac Inc. March 2014 - Present
SECU September 2011 - February 2014
New York Life Insurance Company March 2011 - July 2011
Johnson & D'Bella, CPA PA January 2011 - February 2011
Medlin-Davis Cleaners September 2010 - February 2011
Howard, Green & Moye, LLP December 2010 - December 2010
Law Offices of F. Bryan Brice, Jr. May 2009 - August 2010
Skills
Life Insurance, Long Term Care Insurance, Credit Analysis, Loans, Credit, Banking, Consumer Lending, IRAs
Education
North Carolina State University 2005 — 2010
Bachelor's, Agricultural Business Management, Minors in Economics and Italian Studies
Georgetown University April 2013 - Present
MassMutual Financial Group October 2011 - Present
New York Life Insurance Company August 2009 - October 2011
Skills
Retirement Planning, Long-term Care
Education
Norfolk State University 2003 — 2008
Bachelor of Science, Business Management
AllianceBernstein April 2008 - Present
New York Life Insurance Company June 2006 - April 2008
Goldman Sachs June 2005 - December 2005
Wellington Management June 2004 - December 2004
Skills
Asset Managment, Equities, Finance, Fixed Income, Management, Portfolio Management, Securities, Asset Management
Education
Northeastern University 2002 — 2006
Bachelor of Science, Finance & Management
GP Strategies Corporation 2013 - Present
Keiser University 2012 - 2013
Ai Miami International University of Art & Design 2008 - 2012
Cintas 2006 - 2008
Adecco 2004 - 2006
New York Life Insurance Company 1999 - 2004
Skills
Cross-functional Team..., Recruiting, Project Management, Performance Management, Nonprofits, Marketing, Community Outreach, Operations Management, Business Process..., Team Building, Staff Development, Operational Excellence, Strategy, Business Planning, Business Development, Strategic Communications, Operational Improvement, Employee Training, Bilingual-Spanish, Training, Organizational..., Event Planning, Higher Education, Career Counseling, Resume Writing, Public Speaking, Coaching
Education
Argosy University
MBA
North Park University
Bachelor of Science
New York Life Insurance Company January 2011 - Present
Oracle Corporation February 2012 - August 2012
Law Offices of Krista M. Larsen January 2010 - June 2010
Skills
Access, Microsoft Office, Leadership
Education
Northeastern University 2008 — 2013
Howard University September 2014 - Present
Howard University January 2012 - September 2014
Howard University April 2010 - January 2012
Bank of America April 2009 - April 2010
HSBC Card Services October 2007 - February 2009
American Income Life July 2006 - July 2007
New York Life Insurance Company October 2005 - June 2006
Skills
Customer Service, Insurance, Public Speaking, Student Financial Aid, PowerPoint
Education
Norfolk State University 2001 — 2005
Bachelor's degree, Entrepreneurial and Small Business Operations
New York Life Insurance Company 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales
Education
North Seattle College
Legal Office
State Farm January 2014 - Present
USPS May 2011 - September 2013
New York Life Insurance Company May 2004 - March 2011
Jackie's Corner Grill May 1992 - October 2004
Skills
Sales Presentations, Sales Management, Banking, Loans, Customer Service, Sales, Team Building, Leadership, Management, Strategic Planning, Training, Inventory Management, Time Management, Coaching
Education
North Dakota State College of Science 1980 — 1982
Associate's degree, Business Management
Carrington High School Carrington North Dakota 1976 — 1980