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,

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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

New York Life Insurance Company Employees

Employee
Years
Job
Industry
Eric Palmquist Eric Palmquist Wausau, Wisconsin Details
Eric Palmquist's New York Life Insurance Company Experience September 2009 - March 2010
Job Associate Buyer at Footlocker.com/Eastbay
Industry Retail
Experience
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

Brandy Napier Brandy Napier Springfield, Missouri Details
Brandy Napier's New York Life Insurance Company Experience April 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Thanh Suong Le Nguyen Thanh Suong Le Nguyen Charlotte, North Carolina Details
Thanh Suong Le Nguyen's New York Life Insurance Company Experience January 2012 - May 2014
Job Licensed Agent
Industry Insurance
Experience
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

Drodgie Polynice Drodgie Polynice Greater Boston Area Details
Drodgie Polynice's New York Life Insurance Company Experience October 2007 - October 2010
Job Education and Career Advisor at ABCD Mattapan Family Service Center
Industry Events Services
Experience
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

Chris Rhyner Chris Rhyner Ironwood, Michigan Details
Chris Rhyner's New York Life Insurance Company Experience April 2013 - Present
Job
Industry Financial Services
Experience
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

Tom Hegna Tom Hegna Scottsdale, Arizona Details
Tom Hegna's New York Life Insurance Company Experience July 1996 - July 2011
Job Retirement Income Expert, Public TV Host, International Speaker and Best Selling Author
Industry Financial Services
Experience
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

Erin (Wail) Voss Erin (Wail) Voss Greater Chicago Area Details
Erin (Wail) Voss's New York Life Insurance Company Experience June 2010 - November 2011
Job Education Programs Specialist, Global & USA Operations Learning Solutions at McDonald's Corporation
Industry
Experience
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

Brian Wyman, MBA, CRPC, CLTC, Brian Wyman, MBA, CRPC, CLTC, Greater Boston Area Details
Brian Wyman, MBA, CRPC, CLTC,'s New York Life Insurance Company Experience April 1989 - October 1991
Job Financial Advisor,
Industry Financial Services
Experience
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

Rob Margheim Rob Margheim Fargo, North Dakota Area Details
Rob Margheim's New York Life Insurance Company Experience January 2009 - June 2012
Job Hatch Realty
Industry Real Estate
Experience
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

Odalis Medianero Odalis Medianero Santa Rosa, California Details
Odalis Medianero's New York Life Insurance Company Experience January 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Rocky Hubert Rocky Hubert Tyler, Texas Details
Rocky Hubert's New York Life Insurance Company Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Jacob Barthel Jacob Barthel West Des Moines, Iowa Details
Jacob Barthel's New York Life Insurance Company Experience
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  

Education
Northeast Iowa Community College-Calmar
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer

University of Iowa

Coleen Travis Coleen Travis Greater New York City Area Details
Coleen Travis's New York Life Insurance Company Experience May 2011 - Present
Job Sales
Industry Financial Services
Experience
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

Luis Rosado Luis Rosado Dunellen, New Jersey Details
Luis Rosado's New York Life Insurance Company Experience December 2011 - October 2012
Job
Industry Information Technology and Services
Experience
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

Bryan Faulkner Bryan Faulkner East Bridgewater, Massachusetts Details
Bryan Faulkner's New York Life Insurance Company Experience September 2014 - June 2015
Job Helping people to live healthier and more fulfilling lives...
Industry Health, Wellness and Fitness
Experience
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

Joe B. Dutcher Joe B. Dutcher Tulsa, Oklahoma Area Details
Joe B. Dutcher's New York Life Insurance Company Experience June 2013 - Present
Job Partner, New York Life Insurance Company
Industry Financial Services
Experience
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

Kate Leonchenkova Kate Leonchenkova Greater Seattle Area Details
Kate Leonchenkova's New York Life Insurance Company Experience July 2009 - January 2014
Job Broker agent at The Force Realty
Industry Insurance
Experience
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

Lee Ann Masuret, PMP Lee Ann Masuret, PMP Mooresville, North Carolina Details
Lee Ann Masuret, PMP's New York Life Insurance Company Experience November 1998 - October 2003
Job Sr. Manager, I.T. Compliance at Lowe's Companies, Inc.
Industry Information Technology and Services
Experience
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

Edward Buckner Edward Buckner Auburndale, Massachusetts Details
Edward Buckner's New York Life Insurance Company Experience 1994 - 1994
Job President at Mass Mediation Associates
Industry Consumer Services
Experience
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

Kimberly Hamlin, MBA Kimberly Hamlin, MBA Charlotte, North Carolina Details
Kimberly Hamlin, MBA's New York Life Insurance Company Experience July 2013 - June 2014
Job Marketing Coordinator at New York Life Insurance Company
Industry Marketing and Advertising
Experience
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

Jordan Katz Jordan Katz Boston, Massachusetts Details
Jordan Katz's New York Life Insurance Company Experience January 2004 - June 2004
Job Senior Underwriter at AIG
Industry Insurance
Experience
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

Ben Beasley III Ben Beasley III Charlotte, North Carolina Area Details
Ben Beasley III's New York Life Insurance Company Experience 2007 - Present
Job Financial Services Professional at New York Life Ins. Co.
Industry Financial Services
Experience
New York Life Insurance Company   2007 - Present
American & Efird  October 1992 - June 2007

Education
North Carolina State University   1985 — 1990
BA Business Mgt

Duy Nguyen Duy Nguyen Greater Boston Area Details
Duy Nguyen's New York Life Insurance Company Experience 2006 - 2007
Job Financial Services Industry Professional
Industry Financial Services
Experience
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)

Stacey Grant Stacey Grant Tulsa, Oklahoma Area Details
Stacey Grant's New York Life Insurance Company Experience January 2004 - Present
Job Financial Service Professional with New York Life Insurance Co/NYLIFE Securities LLC
Industry Financial Services
Experience
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

Harvey G. Allison CLU, ChFC, CLF, CFP Harvey G. Allison CLU, ChFC, CLF, CFP Greater Nashville Area Details
Harvey G. Allison CLU, ChFC, CLF, CFP's New York Life Insurance Company Experience April 2012 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

Jeremy Thayer Jeremy Thayer Kansas City, Missouri Details
Jeremy Thayer's New York Life Insurance Company Experience August 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 2011 - Present
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

Thomas Matthew Jr Thomas Matthew Jr Greater New York City Area Details
Thomas Matthew Jr's New York Life Insurance Company Experience March 2014 - Present
Job Corporate Vice President Technology Operations at New York Life Insurance Company
Industry Financial Services
Experience
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

Jacob Haynes Jacob Haynes Charlotte, North Carolina Area Details
Jacob Haynes's New York Life Insurance Company Experience 2009 - 2010
Job Account Manager at Quicken Loans
Industry Financial Services
Experience
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

Wei Yang Wei Yang Greater Chicago Area Details
Wei Yang's New York Life Insurance Company Experience October 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

Ben Nahlen Ben Nahlen Greenville, South Carolina Area Details
Ben Nahlen's New York Life Insurance Company Experience November 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Jonathan Stephens Jonathan Stephens Raleigh-Durham, North Carolina Area Details
Jonathan Stephens's New York Life Insurance Company Experience January 2002 - August 2004
Job Director, Sales & Business Development at Bandwidth.com
Industry Telecommunications
Experience
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

Amber (Minton) Warburton Amber (Minton) Warburton Virginia Beach, Virginia Details
Amber (Minton) Warburton's New York Life Insurance Company Experience February 2014 - February 2015
Job Diagnostic Medical Sonography Student
Industry Higher Education
Experience
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

Autumn Hines Autumn Hines Greater Boston Area Details
Autumn Hines's New York Life Insurance Company Experience February 2015 - April 2015
Job Retirement Plan Administrator at New York Life Insurance Company
Industry International Trade and Development
Experience
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

Michele Colomba Michele Colomba New York, New York Details
Michele Colomba's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
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

Nicole Viscome Nicole Viscome Greenville, South Carolina Details
Nicole Viscome's New York Life Insurance Company Experience May 2010 - August 2010
Job Account Executive at VantagePoint Marketing
Industry Marketing and Advertising
Experience
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

Carrie Caston Carrie Caston Dania, Florida Details
Carrie Caston's New York Life Insurance Company Experience February 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
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

James Allen McDonald James Allen McDonald Woodbridge, Virginia Details
James Allen McDonald's New York Life Insurance Company Experience December 2005 - January 2008
Job Sales Consultant at CarMax
Industry Retail
Experience
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

David Gregor David Gregor Fargo, North Dakota Area Details
David Gregor's New York Life Insurance Company Experience October 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
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

Kathy Dachlet Kathy Dachlet Green Bay, Wisconsin Area Details
Kathy Dachlet's New York Life Insurance Company Experience 1980 - 1982
Job Executive Administrative Professional
Industry Executive Office
Experience
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

Fran Briand Fran Briand Greater Boston Area Details
Fran Briand's New York Life Insurance Company Experience January 2011 - May 2011
Job Audit Associate at McGladrey
Industry Accounting
Experience
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

Deric Shuster Deric Shuster Tampa/St. Petersburg, Florida Area Details
Deric Shuster's New York Life Insurance Company Experience November 2011 - June 2012
Job Manager, PwC IT Strategy & Planning
Industry Information Technology and Services
Experience
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

Michael Shuckerow Michael Shuckerow New York, New York Details
Michael Shuckerow's New York Life Insurance Company Experience 1998 - 2000
Job Chief Compliance Officer Realty Capital Securities, LLC
Industry Capital Markets
Experience
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

Sharon Gaston Sharon Gaston Baltimore, Maryland Area Details
Sharon Gaston's New York Life Insurance Company Experience April 2010 - March 2012
Job Speciality Sales Professional Diabetes
Industry Pharmaceuticals
Experience
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

Peta-Gay Henry Peta-Gay Henry Greater New York City Area Details
Peta-Gay Henry's New York Life Insurance Company Experience December 2008 - May 2012
Job Insurance Specialist at Marsh & McLennan Companies
Industry Insurance
Experience
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

Derek Billouin Derek Billouin Greater Boston Area Details
Derek Billouin's New York Life Insurance Company Experience December 2014 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
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

Jonathan Buttero Jonathan Buttero West Warwick, Rhode Island Details
Jonathan Buttero's New York Life Insurance Company Experience 2005 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
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

Rodney Glover Rodney Glover Greater New York City Area Details
Rodney Glover's New York Life Insurance Company Experience July 2008 - July 2010
Job Technical Analyst II at RR Donnelley Financial Inc
Industry Information Technology and Services
Experience
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

Nancy Tracy Nancy Tracy Revere, Massachusetts Details
Nancy Tracy's New York Life Insurance Company Experience September 2013 - Present
Job Personal Banking Representative / Registered Representative at Santander Bank, N.A.
Industry Financial Services
Experience
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

Jessica Galaid Jessica Galaid North Billerica, Massachusetts Details
Jessica Galaid's New York Life Insurance Company Experience December 2011 - June 2013
Job Registered Nurse at Whidden Memorial Hospital
Industry Hospital & Health Care
Experience
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

Danielle McDole Danielle McDole Norfolk, Virginia Area Details
Danielle McDole's New York Life Insurance Company Experience February 2013 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
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

Emily Loya Emily Loya El Paso, Texas Area Details
Emily Loya's New York Life Insurance Company Experience May 2009 - September 2013
Job General Manager at KCOS TV, El Paso's PBS station
Industry Marketing and Advertising
Experience
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

Gregg Szafran Gregg Szafran Greater Boston Area Details
Gregg Szafran's New York Life Insurance Company Experience March 2010 - September 2012
Job Agent at David F Kelley Insurance Agency Inc.
Industry Insurance
Experience
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

Priyanka Raval Priyanka Raval Greater New York City Area Details
Priyanka Raval's New York Life Insurance Company Experience May 2012 - August 2012
Job Legal Assistant at Thomson Reuters
Industry Legal Services
Experience
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

ATHENA GROSS ATHENA GROSS Allentown, Pennsylvania Area Details
ATHENA GROSS's New York Life Insurance Company Experience February 1998 - Present
Job Senior Application Specialist at New York Life Insurance Company
Industry Information Technology and Services
Experience
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

Gainer Forrester Gainer Forrester Brockton, Massachusetts Details
Gainer Forrester's New York Life Insurance Company Experience 2001 - 2003
Job Student at Northeastern University
Industry Financial Services
Experience
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

Daniel Gerard, C.P.M. Daniel Gerard, C.P.M. Greater New York City Area Details
Daniel Gerard, C.P.M.'s New York Life Insurance Company Experience March 2011 - June 2013
Job Senior Global Commodity Specialist at HSBC
Industry Information Technology and Services
Experience
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

Frank Oppedisano Frank Oppedisano Bedford, Massachusetts Details
Frank Oppedisano's New York Life Insurance Company Experience 2005 - 2009
Job Assistant Vice President, Regulatory Operations at MassMutual Financial Group
Industry Financial Services
Experience
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

Ron M. Shirey Ron M. Shirey Tulsa, Oklahoma Area Details
Ron M. Shirey's New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

Garrett Marques Garrett Marques Greater Boston Area Details
Garrett Marques's New York Life Insurance Company Experience April 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Paul M. Cangelosi Paul M. Cangelosi Baton Rouge, Louisiana Area Details
Paul M. Cangelosi's New York Life Insurance Company Experience 2003 - 2015
Job Registered Representative at New York Life Insurance Company
Industry Insurance
Experience
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

Brett Ballenger Brett Ballenger Greater Atlanta Area Details
Brett Ballenger's New York Life Insurance Company Experience January 2013 - May 2014
Job SAN/NAS Information Technology Professional
Industry Information Technology and Services
Experience
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

Brett Paulsen Brett Paulsen Greensboro/Winston-Salem, North Carolina Area Details
Brett Paulsen's New York Life Insurance Company Experience July 2011 - Present
Job Managing Director NYLEX Benefits at New York Life Insurance Company
Industry Financial Services
Experience
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

Lucille Kim Robinson Lucille Kim Robinson Allentown, Pennsylvania Area Details
Lucille Kim Robinson's New York Life Insurance Company Experience October 1985 - March 2012
Job Administrative Assistant
Industry Insurance
Experience
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

Rick Frye Rick Frye Raleigh-Durham, North Carolina Area Details
Rick Frye's New York Life Insurance Company Experience June 2008 - April 2012
Job Batchelor and Shafer Insurance Agency
Industry Insurance
Experience
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

Nancy Kempe Nancy Kempe Greater Chicago Area Details
Nancy Kempe's New York Life Insurance Company Experience January 2012 - Present
Job Financial Services Representative at NYLIFE Securities LLC, (Member FINRA/SIPC)
Industry Financial Services
Experience
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

David Redonnet, CLU David Redonnet, CLU Westborough, Massachusetts Details
David Redonnet, CLU's New York Life Insurance Company Experience July 2003 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

Jim Pasala Jim Pasala Greater Los Angeles Area Details
Jim Pasala's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping families and business owners create, build and preserve wealth.
Industry Insurance
Experience
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

Micheline Yacoub Micheline Yacoub Greater Boston Area Details
Micheline Yacoub's New York Life Insurance Company Experience November 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

India Alexis Ehioba, MNA, CFRE, CAE India Alexis Ehioba, MNA, CFRE, CAE Greater Chicago Area Details
India Alexis Ehioba, MNA, CFRE, CAE's New York Life Insurance Company Experience July 1982 - January 1984
Job Senior Philanthropy Officer and Director of Gift Planning at Little City Foundation
Industry Nonprofit Organization Management
Experience
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

Nick Thorpe Nick Thorpe Raleigh-Durham, North Carolina Area Details
Nick Thorpe's New York Life Insurance Company Experience 2011 - 2012
Job Fiscal Manager at NC State University
Industry Accounting
Experience
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

Peter Akaraborworn Peter Akaraborworn Greater Chicago Area Details
Peter Akaraborworn's New York Life Insurance Company Experience October 2011 - October 2012
Job Account Specialist at Aon Client Services
Industry Insurance
Experience
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

Troy Diel Troy Diel Greater Seattle Area Details
Troy Diel's New York Life Insurance Company Experience September 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   September 2014 - Present
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

Amber Hodgkiss, Recruiter New York Life Amber Hodgkiss, Recruiter New York Life Greater Chicago Area Details
Amber Hodgkiss, Recruiter New York Life's New York Life Insurance Company Experience January 2015 - Present
Job Looking for Experienced Sales Professionals with a Background or Strong Interest in Financial Services
Industry Financial Services
Experience
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

Dan Erenberg Dan Erenberg Greater Chicago Area Details
Dan Erenberg's New York Life Insurance Company Experience November 2009 - January 2012
Job GMChicago at ParkJockey
Industry Financial Services
Experience
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

Anthony Colella Anthony Colella Greater Boston Area Details
Anthony Colella's New York Life Insurance Company Experience March 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Josh Wawrzonek Josh Wawrzonek Tulsa, Oklahoma Area Details
Josh Wawrzonek's New York Life Insurance Company Experience June 2011 - June 2013
Job Managing Director for Catalyst Financial Group
Industry Financial Services
Experience
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

Carl Nickerson Carl Nickerson Walpole, Massachusetts Details
Carl Nickerson's New York Life Insurance Company Experience December 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
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

AJ Fratarcangeli AJ Fratarcangeli Mamaroneck, New York Details
AJ Fratarcangeli's New York Life Insurance Company Experience June 2006 - January 2007
Job Senior Accountant at Media Storm
Industry Marketing and Advertising
Experience
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

Hussain Lakhani Hussain Lakhani Dallas/Fort Worth Area Details
Hussain Lakhani's New York Life Insurance Company Experience September 2013 - Present
Job Licensed Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
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

Demetrius Harvey Demetrius Harvey Raleigh, North Carolina Details
Demetrius Harvey's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional with New York Life Insurance Company
Industry Financial Services
Experience
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

Karl Warner Karl Warner Fargo, North Dakota Details
Karl Warner's New York Life Insurance Company Experience May 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Chris Santoro Chris Santoro Greater New York City Area Details
Chris Santoro's New York Life Insurance Company Experience July 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

Sara Giffin Sara Giffin Greenville, South Carolina Area Details
Sara Giffin's New York Life Insurance Company Experience March 2013 - Present
Job Administration Assistant at New York Life Insurance Company
Industry Financial Services
Experience
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

Kelly Lingerfelt Kelly Lingerfelt Raleigh-Durham, North Carolina Area Details
Kelly Lingerfelt's New York Life Insurance Company Experience September 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Jon Adamo Jon Adamo Danvers, Massachusetts Details
Jon Adamo's New York Life Insurance Company Experience August 2014 - Present
Job Licensed Agent at New York Life
Industry Financial Services
Experience
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

Kari Morton Kari Morton Greater Omaha Area Details
Kari Morton's New York Life Insurance Company Experience March 2015 - Present
Job Retirement Plan Consultant at New York Life Insurance Company
Industry Financial Services
Experience
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

Julie McCarthy Julie McCarthy Greater Chicago Area Details
Julie McCarthy's New York Life Insurance Company Experience 1978 - 1981
Job
Industry Information Technology and Services
Experience
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

Kirk Davis Jr Kirk Davis Jr Greater Philadelphia Area Details
Kirk Davis Jr's New York Life Insurance Company Experience December 2008 - October 2013
Job AML Compliance Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Kathryn W. Cormier Kathryn W. Cormier Aberdeen, South Dakota Details
Kathryn W. Cormier's New York Life Insurance Company Experience 1987 - 1992
Job Registered Principal\Financial Advisor
Industry Financial Services
Experience
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

Nathan Harvell Nathan Harvell Greenville, South Carolina Area Details
Nathan Harvell's New York Life Insurance Company Experience January 2013 - May 2013
Job Marketing & Promotion Analyst at Professional Tool Products, LLC
Industry Banking
Experience
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

W. Kevin Bogan W. Kevin Bogan Raleigh-Durham, North Carolina Area Details
W. Kevin Bogan's New York Life Insurance Company Experience January 2008 - January 2010
Job Licensed Consultant at US Health Advisors
Industry Financial Services
Experience
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

Jacob A. Jones Jacob A. Jones Tulsa, Oklahoma Area Details
Jacob A. Jones's New York Life Insurance Company Experience July 2010 - January 2013
Job Foreign Exchange Specialist at BOK Financial
Industry Investment Management
Experience
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

Diane Weidler Diane Weidler Greater Minneapolis-St. Paul Area Details
Diane Weidler's New York Life Insurance Company Experience July 2013 - July 2014
Job Payroll Tax Specialist at UnitedHealth Group
Industry Accounting
Experience
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

Derek Leistra Derek Leistra Crestline, California Details
Derek Leistra's New York Life Insurance Company Experience 1984 - 1986
Job President/CEO, LakeView Realty Enterprises, Inc.
Industry Real Estate
Experience
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

Nick Orlando Nick Orlando Providence, Rhode Island Area Details
Nick Orlando's New York Life Insurance Company Experience July 2013 - January 2015
Job Premier Relationship Manager/Bank Officer
Industry Banking
Experience
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

Ed Price Ed Price Greater Chicago Area Details
Ed Price's New York Life Insurance Company Experience 1982 - 1992
Job Consultant Employee Benefits
Industry Insurance
Experience
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

Paul Brinson Paul Brinson Virginia Beach, Virginia Details
Paul Brinson's New York Life Insurance Company Experience 2012 - 2013
Job Life Insurance Broker
Industry Entertainment
Experience
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

Mark Nolte Mark Nolte Raleigh, North Carolina Details
Mark Nolte's New York Life Insurance Company Experience March 2012 - June 2012
Job Office Manager at Gutter Cleaning Pros, LLC
Industry Logistics and Supply Chain
Experience
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

Ed Putnam Ed Putnam Greater Boston Area Details
Ed Putnam's New York Life Insurance Company Experience January 2014 - November 2014
Job Boat Builder Composite Solutions
Industry Maritime
Experience
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

Darin Fass, Managing Partner at New York Life Insurance Darin Fass, Managing Partner at New York Life Insurance Rochester, New York Area Details
Darin Fass, Managing Partner at New York Life Insurance's New York Life Insurance Company Experience March 2014 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
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

Kingsley Skea Kingsley Skea Raleigh-Durham, North Carolina Area Details
Kingsley Skea's New York Life Insurance Company Experience March 2009 - March 2010
Job Sunbelt Rentals
Industry Construction
Experience
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

Gerry La Jeunesse Gerry La Jeunesse Greater Seattle Area Details
Gerry La Jeunesse's New York Life Insurance Company Experience 2004 - 2006
Job Medical Equipment Professional
Industry Medical Devices
Experience
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

Phil Duckworth Phil Duckworth Allentown, Pennsylvania Area Details
Phil Duckworth's New York Life Insurance Company Experience January 2010 - April 2011
Job Dedicated Customer Oriented Technical Professional
Industry Information Technology and Services
Experience
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

Jacquie Stackpole Jacquie Stackpole Greater Boston Area Details
Jacquie Stackpole's New York Life Insurance Company Experience June 2009 - November 2014
Job Director of eCommerce at Voya Financial
Industry Financial Services
Experience
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

Shawn McKeen, LUTCF Shawn McKeen, LUTCF Barnstable/Yarmouth, Massachusetts Area Details
Shawn McKeen, LUTCF's New York Life Insurance Company Experience August 2009 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
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

Karl Unger Karl Unger Greater New York City Area Details
Karl Unger's New York Life Insurance Company Experience June 1989 - Present
Job IT Process Management Engineer at New York Life Insurance
Industry Information Technology and Services
Experience
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

Larry Lutvak Larry Lutvak New Bedford, Massachusetts Details
Larry Lutvak's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Internet
Experience
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

Tom Garvey Tom Garvey Greater Chicago Area Details
Tom Garvey's New York Life Insurance Company Experience February 2009 - April 2010
Job Energy Consultant | Wireless
Industry Wireless
Experience
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

Raquel Varela Raquel Varela Greater Chicago Area Details
Raquel Varela's New York Life Insurance Company Experience September 2014 - Present
Job Dedicated New York life Agent helping to protect families in the Greater Chicagoland area
Industry Financial Services
Experience
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

Jimmy Dashner Jimmy Dashner Charlotte, North Carolina Area Details
Jimmy Dashner's New York Life Insurance Company Experience October 2011 - September 2012
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
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

Alfredo Lee Alfredo Lee San Francisco Bay Area Details
Alfredo Lee's New York Life Insurance Company Experience May 2010 - November 2010
Job Analyst at Nielsen Company
Industry Consumer Goods
Experience
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

Carlo Guerrera Carlo Guerrera Greater New York City Area Details
Carlo Guerrera's New York Life Insurance Company Experience September 2009 - October 2010
Job Manager of International Sales at DHL Express
Industry Logistics and Supply Chain
Experience
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

Laurie Steadman Laurie Steadman Arlington Heights, Illinois Details
Laurie Steadman's New York Life Insurance Company Experience 1991 - 1996
Job Financial Planner at World Equity Group
Industry Financial Services
Experience
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

lucille robinson lucille robinson Allentown, Pennsylvania Area Details
lucille robinson's New York Life Insurance Company Experience Mail processorNew York Life Insurance CompanyApril 2000 - August 2007
Job Exec admin asst. at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   Mail processorNew York Life Insurance CompanyApril 2000 - August 2007

Education
Northampton Community College   1977 — 1981
Liberal Arts & Computer Technology

Colin Corcoran Colin Corcoran Barnstable/Yarmouth, Massachusetts Area Details
Colin Corcoran's New York Life Insurance Company Experience 2011 - Present
Job Reg. Rep. at New York Life Insurance Company
Industry Renewables & Environment
Experience
New York Life Insurance Company   2011 - Present

Education
Northeastern University   1988 — 1992

Melissa Lindsay Melissa Lindsay Washington D.C. Metro Area Details
Melissa Lindsay's New York Life Insurance Company Experience October 2015 - Present
Job Customer Service Representative at Nordstrom
Industry Retail
Experience
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)

Matt Magnus Matt Magnus Fargo, North Dakota Details
Matt Magnus's New York Life Insurance Company Experience July 2010 - March 2011
Job Training Manager at VMC
Industry Information Technology and Services
Experience
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

Jerry Hill Jerry Hill Tulsa, Oklahoma Area Details
Jerry Hill's New York Life Insurance Company Experience July 2003 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Roger J. Taddeo Roger J. Taddeo Greater Boston Area Details
Roger J. Taddeo's New York Life Insurance Company Experience November 2012 - Present
Job Experienced business development and sales management professional always ready to take on a challenge.
Industry Information Technology and Services
Experience
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

michael avant michael avant Baton Rouge, Louisiana Area Details
michael avant's New York Life Insurance Company Experience registered representative , senior agentNew York Life Insurance CompanyFebruary 1977 - Present
Job registered representative , senior agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Michelle Anctil Michelle Anctil Greater Boston Area Details
Michelle Anctil's New York Life Insurance Company Experience 2011 - Present
Job Financial Services Professional ~ Helping small business owners and individuals to develop sound financial strategies
Industry Financial Services
Experience
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

alice dorsey alice dorsey United States Details
alice dorsey's New York Life Insurance Company Experience 2009 - 2010
Job
Industry
Experience
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

Ben Courts Ben Courts Raleigh-Durham, North Carolina Area Details
Ben Courts's New York Life Insurance Company Experience March 2011 - July 2011
Job Experienced and Enterprising Financial Services Representative
Industry Financial Services
Experience
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

Errol Henry Errol Henry Washington D.C. Metro Area Details
Errol Henry's New York Life Insurance Company Experience August 2009 - October 2011
Job Assistant Student Account Manager at Georgetown University
Industry Education Management
Experience
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

Jennifer Tullo Crossman Jennifer Tullo Crossman Greater New York City Area Details
Jennifer Tullo Crossman's New York Life Insurance Company Experience June 2006 - April 2008
Job Associate Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
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

Veronica Barraza Veronica Barraza Miami/Fort Lauderdale Area Details
Veronica Barraza's New York Life Insurance Company Experience 1999 - 2004
Job Operations Management
Industry Education Management
Experience
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

Anthony Grimaldi Anthony Grimaldi Greater Boston Area Details
Anthony Grimaldi's New York Life Insurance Company Experience January 2011 - Present
Job Migration Analyst at Oracle Corporation
Industry Financial Services
Experience
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

Billiecia Brown Billiecia Brown Washington, District Of Columbia Details
Billiecia Brown's New York Life Insurance Company Experience October 2005 - June 2006
Job Manager of Student Awards at Howard University
Industry Higher Education
Experience
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

Irene Barker Irene Barker United States Details
Irene Barker's New York Life Insurance Company Experience 2014 - Present
Job
Industry
Experience
New York Life Insurance Company   2014 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales

Education
North Seattle College
Legal Office

Dave Engelhorn Dave Engelhorn Carrington, North Dakota Details
Dave Engelhorn's New York Life Insurance Company Experience May 2004 - March 2011
Job Office Representative at State Farm
Industry Insurance
Experience
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