New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Katherine Nied Katherine Nied's New York Life Insurance Company Experience May 2010 - Present
Job Senior Representative at NYL
Industry Insurance
Experience
New York Life Insurance Company May 2010 - Present
Skills
Insurance, Customer Service, Leadership, Training, Account Management, Employee Benefits, Sales, Management, Analysis, Marketing, Sales Management, Strategic Planning, Social Networking, Financial Analysis, Outlook, Process Improvement, Time Management, Customer Satisfaction, Team Building, Strategy, Life Insurance, Risk Management, Business Planning, Coaching, Microsoft Excel, Finance, Retirement
Education
Northern Illinois University 2006 — 2010
Bachelors of Science, Liberal Arts & Sciences
New York Life Insurance Company May 2010 - Present
Skills
Insurance, Customer Service, Leadership, Training, Account Management, Employee Benefits, Sales, Management, Analysis, Marketing, Sales Management, Strategic Planning, Social Networking, Financial Analysis, Outlook, Process Improvement, Time Management, Customer Satisfaction, Team Building, Strategy, Life Insurance, Risk Management, Business Planning, Coaching, Microsoft Excel, Finance, Retirement
Education
Northern Illinois University 2006 — 2010
Bachelors of Science, Liberal Arts & Sciences
Homer O. Ramirez Jr. Homer O. Ramirez Jr.'s New York Life Insurance Company Experience 2013 - 2015
Job JP Morgan Securities LLC.
Industry Financial Services
Experience
J.P. Morgan Securities LLC. 2015 - Present
Eagle Strategies, LLC 2014 - 2015
New York Life Insurance Company 2013 - 2015
Merrill Lynch 2011 - 2013
National Home Services 2008 - 2010
Universal Energy Corporation 2005 - 2009
Education
Northwood University-Texas
Master of Business Administration (MBA)
University of North Texas
Bachelor's degree, Psychology
J.P. Morgan Securities LLC. 2015 - Present
Eagle Strategies, LLC 2014 - 2015
New York Life Insurance Company 2013 - 2015
Merrill Lynch 2011 - 2013
National Home Services 2008 - 2010
Universal Energy Corporation 2005 - 2009
Education
Northwood University-Texas
Master of Business Administration (MBA)
University of North Texas
Bachelor's degree, Psychology
Carol McCook Dixon's New York Life Insurance Company Experience June 2001 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company June 2001 - Present
NYLIFE Securities LLC June 2001 - Present
Skills
Financial Services, Insurance, Strategic Planning, Retirement Planning, Leadership, Business Analysis, Education Funding, Process Improvement, Customer Service, Team Building, Microsoft Excel
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Business Administration and Management, General, Honors
University of the West Indies, Ja W.I 1988 — 1991
Bachelor of Science (BSc), Business Administration and Management, General
College of Arts Science & Technolgy, Ja WI 1979 — 1982
Associate's degree, Business Administration - Marketing
New York Life Insurance Company June 2001 - Present
NYLIFE Securities LLC June 2001 - Present
Skills
Financial Services, Insurance, Strategic Planning, Retirement Planning, Leadership, Business Analysis, Education Funding, Process Improvement, Customer Service, Team Building, Microsoft Excel
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Business Administration and Management, General, Honors
University of the West Indies, Ja W.I 1988 — 1991
Bachelor of Science (BSc), Business Administration and Management, General
College of Arts Science & Technolgy, Ja WI 1979 — 1982
Associate's degree, Business Administration - Marketing
Josh Ream Josh Ream's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Professional helping families and individuals create a secure financial future
Industry Insurance
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company January 2014 - Present
Warner Chilcott March 2012 - January 2014
Frito Lay March 2008 - February 2012
PepsiCo - Frito Lay December 2005 - April 2008
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 Planning, Small Business, Succession Planning, Strategic Partnerships, Wealth Preservation..., Leadership, Buy-sell Agreements, Education Funding..., Supplements to Employee...
Education
Northwest Missouri State University 1998 — 2002
BS, Management Information System
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company January 2014 - Present
Warner Chilcott March 2012 - January 2014
Frito Lay March 2008 - February 2012
PepsiCo - Frito Lay December 2005 - April 2008
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 Planning, Small Business, Succession Planning, Strategic Partnerships, Wealth Preservation..., Leadership, Buy-sell Agreements, Education Funding..., Supplements to Employee...
Education
Northwest Missouri State University 1998 — 2002
BS, Management Information System
Anthony Sorrentino Anthony Sorrentino's New York Life Insurance Company Experience August 2013 - Present
Job Agent/Producer at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company August 2013 - Present
Currently Unemployed December 2006 - October 2012
Bagel Factory II December 2006 - October 2012
Grant Thornton LLP September 2005 - October 2006
Defense Finance & Accounting Service September 1978 - September 2005
Skills
Leading Diverse Teams, Tax Preparation, tax accounting, Government Accounting, Motivation, Public Speaking, Inter-personal, Quality Assurance, Quality Management, Energetic Leader, Restaurant Management
Education
Regent University 2003 — 2005
Master's degree, Organizational Leadership
Nyack College 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
New York Life Insurance Company August 2013 - Present
Currently Unemployed December 2006 - October 2012
Bagel Factory II December 2006 - October 2012
Grant Thornton LLP September 2005 - October 2006
Defense Finance & Accounting Service September 1978 - September 2005
Skills
Leading Diverse Teams, Tax Preparation, tax accounting, Government Accounting, Motivation, Public Speaking, Inter-personal, Quality Assurance, Quality Management, Energetic Leader, Restaurant Management
Education
Regent University 2003 — 2005
Master's degree, Organizational Leadership
Nyack College 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Jaime Marston Cook's New York Life Insurance Company Experience January 2015 - Present
Job Registered Representative with New York Life
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Planned Parenthood of the Rocky Mountains 2013 - January 2015
Planned Parenthood of the Rocky Mountains 2010 - 2013
Planned Parenthood of the Rocky Mountains 2007 - 2010
Skills
Relationship Building, Problem Solving, Networking, Writing, Teaching, Customer Relations, Life Insurance, Wealth Preservation..., Event Management, Philanthropy
Education
University of Minnesota-Twin Cities 1995 — 2000
Bachelor's degree, Cultural Anthropology
Northern Arizona University 1997 — 1998
Anthropology
Universite Paul Valery, Montpellier, France 1997 — 1997
Anthropology
New York Life Insurance Company January 2015 - Present
Planned Parenthood of the Rocky Mountains 2013 - January 2015
Planned Parenthood of the Rocky Mountains 2010 - 2013
Planned Parenthood of the Rocky Mountains 2007 - 2010
Skills
Relationship Building, Problem Solving, Networking, Writing, Teaching, Customer Relations, Life Insurance, Wealth Preservation..., Event Management, Philanthropy
Education
University of Minnesota-Twin Cities 1995 — 2000
Bachelor's degree, Cultural Anthropology
Northern Arizona University 1997 — 1998
Anthropology
Universite Paul Valery, Montpellier, France 1997 — 1997
Anthropology
Jennifer Duck's New York Life Insurance Company Experience August 1998 - April 2002
Job Physician Assistant at Iberia Gastroenterology and Associates
Industry Medical Practice
Experience
Iberia Gastroenterology and Associates August 2007 - Present
Iberia Gastroenterology and Assoc April 2002 - May 2005
New York Life Insurance Company August 1998 - April 2002
Skills
Family Medicine, Emergency Medicine, Internal Medicine, Surgery, Medicine, Urgent Care, Pediatrics, ACLS, Healthcare, EMR, Clinical Research, Hospitals, Medical Education, BLS, Board Certified, Orthopedic, Sports Medicine, Patient Education, Suturing, Healthcare Management, EKG
Education
Nova Southeastern University 2005 — 2007
Bachelor of Science (BS), Physician Assistant
Nova Southeastern University 2003 — 2007
Master of Science (MSc), Master of medical science, Physician Assistant
University of Louisiana at Lafayette 1997 — 2002
Bachelor of Science (BS), Biology, General
Iberia Gastroenterology and Associates August 2007 - Present
Iberia Gastroenterology and Assoc April 2002 - May 2005
New York Life Insurance Company August 1998 - April 2002
Skills
Family Medicine, Emergency Medicine, Internal Medicine, Surgery, Medicine, Urgent Care, Pediatrics, ACLS, Healthcare, EMR, Clinical Research, Hospitals, Medical Education, BLS, Board Certified, Orthopedic, Sports Medicine, Patient Education, Suturing, Healthcare Management, EKG
Education
Nova Southeastern University 2005 — 2007
Bachelor of Science (BS), Physician Assistant
Nova Southeastern University 2003 — 2007
Master of Science (MSc), Master of medical science, Physician Assistant
University of Louisiana at Lafayette 1997 — 2002
Bachelor of Science (BS), Biology, General
Kevin Snider Kevin Snider's New York Life Insurance Company Experience 2004 - 2005
Job Sales Pro at BSN Sports
Industry Printing
Experience
BSN Sports September 2013 - Present
Arnold Printing Company June 2007 - September 2013
Kattus Pro Team Sports May 2005 - June 2007
New York Life Insurance Company 2004 - 2005
Skills
Direct Mail, Brochures, New Business Development
Education
Northern Kentucky University 2000 — 2004
The Ohio State University 1999 — 2000
Business
BSN Sports September 2013 - Present
Arnold Printing Company June 2007 - September 2013
Kattus Pro Team Sports May 2005 - June 2007
New York Life Insurance Company 2004 - 2005
Skills
Direct Mail, Brochures, New Business Development
Education
Northern Kentucky University 2000 — 2004
The Ohio State University 1999 — 2000
Business
Donald A. Zeledon, Jr. Donald A. Zeledon, Jr.'s New York Life Insurance Company Experience March 1999 - September 2001
Job Donald A. Zeledon, Jr. Insurance Services, LLC. Life, Health and Disability Insurance Avondale, Arizona 85392
Industry Insurance
Experience
Donald A. Zeledon, Jr. Insurance Services - Life, Health and Disability Insurance July 2011 - Present
New Image Auto Glass Inc. September 2002 - June 2011
Independent Financial Network December 2001 - January 2004
The MONY Group October 2001 - November 2001
New York Life Insurance Company March 1999 - September 2001
Penn Mutual March 1994 - February 1999
Penn Mutual March 1991 - February 1994
Sun Life Financial of Canada (UK) February 1988 - February 1991
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Project Management, Business Analysis, Microsoft Word, Health Insurance, Process Improvement, Underwriting, Change Management, Commercial Insurance, Sales, New Business Development, Sales Management, Team Building, Life Insurance
Education
Northern Arizona University, College of Business Administration 1984 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services, GPA: 3.5
Yavapai College 1982 — 1984
Business, Management, Marketing, and Related Support Services
William Howard Taft University 1979 — 1982
Business, Management, Marketing, and Related Support Services
Viewpoint 1970 — 1980
Private School, Organizational Communication, General, 3.5
Donald A. Zeledon, Jr. Insurance Services - Life, Health and Disability Insurance July 2011 - Present
New Image Auto Glass Inc. September 2002 - June 2011
Independent Financial Network December 2001 - January 2004
The MONY Group October 2001 - November 2001
New York Life Insurance Company March 1999 - September 2001
Penn Mutual March 1994 - February 1999
Penn Mutual March 1991 - February 1994
Sun Life Financial of Canada (UK) February 1988 - February 1991
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Project Management, Business Analysis, Microsoft Word, Health Insurance, Process Improvement, Underwriting, Change Management, Commercial Insurance, Sales, New Business Development, Sales Management, Team Building, Life Insurance
Education
Northern Arizona University, College of Business Administration 1984 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services, GPA: 3.5
Yavapai College 1982 — 1984
Business, Management, Marketing, and Related Support Services
William Howard Taft University 1979 — 1982
Business, Management, Marketing, and Related Support Services
Viewpoint 1970 — 1980
Private School, Organizational Communication, General, 3.5
Haidar Naghmi Haidar Naghmi's New York Life Insurance Company Experience November 2012 - April 2014
Job Media Analyst at Dimension Data
Industry Information Technology and Services
Experience
Dimension Data October 2014 - Present
Dimension Data May 2014 - October 2014
New York Life Insurance Company November 2012 - April 2014
Skills
Insurance, Customer Service, Investments, Life Insurance, Retirement Planning, Microsoft Office, Financial Services, Leadership, Marketing, Analysis, Management, Microsoft Excel, Microsoft Word, PowerPoint, Program Management, Social Media, Sales, Retirement, Fixed Annuities
Education
Northern Virginia Community College
Dimension Data October 2014 - Present
Dimension Data May 2014 - October 2014
New York Life Insurance Company November 2012 - April 2014
Skills
Insurance, Customer Service, Investments, Life Insurance, Retirement Planning, Microsoft Office, Financial Services, Leadership, Marketing, Analysis, Management, Microsoft Excel, Microsoft Word, PowerPoint, Program Management, Social Media, Sales, Retirement, Fixed Annuities
Education
Northern Virginia Community College
Felicia Townsend Ivey Felicia Townsend Ivey's New York Life Insurance Company Experience June 2012 - Present
Job Financial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
KeyBank May 1996 - June 2011
Cutler Williams January 1995 - May 1996
Education
Notre Dame College 1989 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
John F. Kennedy High School, Cleveland Ohio 1976 — 1979
New York Life Insurance Company June 2012 - Present
KeyBank May 1996 - June 2011
Cutler Williams January 1995 - May 1996
Education
Notre Dame College 1989 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
John F. Kennedy High School, Cleveland Ohio 1976 — 1979
Ken Davis Ken Davis's New York Life Insurance Company Experience May 1981 - September 1991
Job Experienced Insurance Executive
Industry Insurance
Experience
KD Holdings 1998 - Present
AXA October 1992 - February 1996
New York Life Insurance Company May 1981 - September 1991
Skills
insurance, life insurance, property & casualty..., annuities, health insurance, management, Derivatives, Equity Derivatives, Business Valuation, Six Sigma
Education
Northern Illinois University 1975 — 1977
Bachelors
KD Holdings 1998 - Present
AXA October 1992 - February 1996
New York Life Insurance Company May 1981 - September 1991
Skills
insurance, life insurance, property & casualty..., annuities, health insurance, management, Derivatives, Equity Derivatives, Business Valuation, Six Sigma
Education
Northern Illinois University 1975 — 1977
Bachelors
Marian Cooke Marinovich Marian Cooke Marinovich's New York Life Insurance Company Experience January 2001 - Present
Job Project Manager for Target/Cultural Markets, New York Life Insurance Company
Industry Design
Experience
New York Life Insurance Company January 2001 - Present
Skills
Creative Direction, Trend Analysis, Microsoft Office, Brand Development, Adobe Acrobat, Photoshop, InDesign, Graphics, Social Media, QuarkXPress, User Experience, Art Direction, Adobe Creative Suite, Illustrator, Branding & Identity, Corporate Branding, Graphic Design, Interior Design, Product Design, Brochures, Typography, Photography, Interaction Design, Mac, Direct Mail, Illustration, Packaging, Logo Design, Corporate Identity, Creative Strategy, Posters, Layout, Print Production Process, Creative Problem Solving, Email Marketing
Education
Northeastern University 1994 — 1998
New York Life Insurance Company January 2001 - Present
Skills
Creative Direction, Trend Analysis, Microsoft Office, Brand Development, Adobe Acrobat, Photoshop, InDesign, Graphics, Social Media, QuarkXPress, User Experience, Art Direction, Adobe Creative Suite, Illustrator, Branding & Identity, Corporate Branding, Graphic Design, Interior Design, Product Design, Brochures, Typography, Photography, Interaction Design, Mac, Direct Mail, Illustration, Packaging, Logo Design, Corporate Identity, Creative Strategy, Posters, Layout, Print Production Process, Creative Problem Solving, Email Marketing
Education
Northeastern University 1994 — 1998
Christopher Plakosh Christopher Plakosh's New York Life Insurance Company Experience September 2012 - August 2013
Job Representative at Comcast Cable
Industry Human Resources
Experience
Comcast Cable January 2015 - Present
Solomon Edwards Group, LLC August 2013 - January 2015
New York Life Insurance Company September 2012 - August 2013
Chung Duhm Institute June 2011 - June 2012
J&L Building Materials May 2010 - February 2011
Skills
Time Management, Customer Satisfaction, PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Telephone Skills, Social Media, Teamwork, Public Speaking
Education
Norwich University 2006 — 2010
Bachelor of Science (BS), Studies in War and Peace
Bishop Shanahan High School 2001 — 2005
Comcast Cable January 2015 - Present
Solomon Edwards Group, LLC August 2013 - January 2015
New York Life Insurance Company September 2012 - August 2013
Chung Duhm Institute June 2011 - June 2012
J&L Building Materials May 2010 - February 2011
Skills
Time Management, Customer Satisfaction, PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Telephone Skills, Social Media, Teamwork, Public Speaking
Education
Norwich University 2006 — 2010
Bachelor of Science (BS), Studies in War and Peace
Bishop Shanahan High School 2001 — 2005
Richard Harville's New York Life Insurance Company Experience December 1988 - Present
Job Agent at New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
The Summit Group July 2014 - Present
New York Life Insurance Company December 1988 - Present
NYLIFE Securities LLC December 1988 - Present
Skills
Financial Services, Investments, 401k Rollovers, Business Insurance..., Customer Satisfaction, Estate Planning, Legacy Planning, Licensed Life Insurance..., Networking, Retirement Planning, Supplements to Employee..., Wealth Preservation..., Life Insurance, Buy-Sell Agreements, Mutual Funds, Asset Protection, Annuity Sales
Education
Northwestern State University 1974 — 1980
Bachelor's degree, Science
The Summit Group July 2014 - Present
New York Life Insurance Company December 1988 - Present
NYLIFE Securities LLC December 1988 - Present
Skills
Financial Services, Investments, 401k Rollovers, Business Insurance..., Customer Satisfaction, Estate Planning, Legacy Planning, Licensed Life Insurance..., Networking, Retirement Planning, Supplements to Employee..., Wealth Preservation..., Life Insurance, Buy-Sell Agreements, Mutual Funds, Asset Protection, Annuity Sales
Education
Northwestern State University 1974 — 1980
Bachelor's degree, Science
David Levee's New York Life Insurance Company Experience 1967 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies LLC March 1994 - Present
NYLIFE Securities LLC January 1980 - Present
The Levee Financial Group December 1967 - Present
New York Life Insurance Company 1967 - Present
Skills
Retirement Planning, Life Insurance, Small Business, Estate Planning, Retirement, Wealth Preservation..., Asset Protection, Annuity sales, Gifting strategies, Key person protection, Multi-Generational..., Multi-Generational..., Succession Planning, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Key Person Protection, Annuity Sales, Multi-generational..., Investments, Insurance, Financial Services, Securities
Education
Northern Illinois University
Eagle Strategies LLC March 1994 - Present
NYLIFE Securities LLC January 1980 - Present
The Levee Financial Group December 1967 - Present
New York Life Insurance Company 1967 - Present
Skills
Retirement Planning, Life Insurance, Small Business, Estate Planning, Retirement, Wealth Preservation..., Asset Protection, Annuity sales, Gifting strategies, Key person protection, Multi-Generational..., Multi-Generational..., Succession Planning, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Key Person Protection, Annuity Sales, Multi-generational..., Investments, Insurance, Financial Services, Securities
Education
Northern Illinois University
Clint Rogers's New York Life Insurance Company Experience January 2008 - September 2008
Job NDT Technician at Integrity Inspection Solutions
Industry Information Technology and Services
Experience
Integrity Inspection Solutions March 2014 - Present
NuGrounds May 2013 - March 2014
Albertsons September 2012 - June 2013
The Home Depot January 2012 - August 2012
The Butterfly Garden January 2011 - January 2012
Russell Cellular November 2009 - December 2010
New York Life Insurance Company January 2008 - September 2008
Centennial Wireless October 2005 - January 2008
GameStop October 2002 - October 2005
Generation x computing 1999 - 2002
Skills
Computers, Customer Service, Sales, Marketing, Computer Graphics Design
Education
Northwestern State University 2005 — 2010
Associates Degree, Criminal Justice/Police Science
Integrity Inspection Solutions March 2014 - Present
NuGrounds May 2013 - March 2014
Albertsons September 2012 - June 2013
The Home Depot January 2012 - August 2012
The Butterfly Garden January 2011 - January 2012
Russell Cellular November 2009 - December 2010
New York Life Insurance Company January 2008 - September 2008
Centennial Wireless October 2005 - January 2008
GameStop October 2002 - October 2005
Generation x computing 1999 - 2002
Skills
Computers, Customer Service, Sales, Marketing, Computer Graphics Design
Education
Northwestern State University 2005 — 2010
Associates Degree, Criminal Justice/Police Science
Char Graham's New York Life Insurance Company Experience October 2014 - Present
Job Founder / Creative Director Touch Cleveland LLC, Consultant New York Life Insurance Company
Industry Public Relations and Communications
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company June 2014 - Present
Touch Cleveland LLC February 2014 - Present
Apple American Group LLC February 2014 - June 2014
Water Star Inc. February 2012 - February 2013
Medical Mutual May 2011 - August 2011
Notre Dame College: Public Relations & Communications Club August 2008 - May 2011
Walgreens September 2008 - September 2010
Skills
Public Relations, Marketing Communications, Event Planning, Press Releases, Advertising, Editing, Internal Communications, Public Speaking, Leadership, Strategic Planning, Sales, Research, Project Management, Marketing Strategy, Management, Customer Service, Community Development, Social Networking, Social Media, Marketing, Event Management, Social Media Marketing, Communication, Community Outreach, Microsoft Office, Corporate Communications, Writing
Education
Notre Dame College 2007 — 2011
Bachelor of Arts, Communication and Public Relations, Cum Laude
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company June 2014 - Present
Touch Cleveland LLC February 2014 - Present
Apple American Group LLC February 2014 - June 2014
Water Star Inc. February 2012 - February 2013
Medical Mutual May 2011 - August 2011
Notre Dame College: Public Relations & Communications Club August 2008 - May 2011
Walgreens September 2008 - September 2010
Skills
Public Relations, Marketing Communications, Event Planning, Press Releases, Advertising, Editing, Internal Communications, Public Speaking, Leadership, Strategic Planning, Sales, Research, Project Management, Marketing Strategy, Management, Customer Service, Community Development, Social Networking, Social Media, Marketing, Event Management, Social Media Marketing, Communication, Community Outreach, Microsoft Office, Corporate Communications, Writing
Education
Notre Dame College 2007 — 2011
Bachelor of Arts, Communication and Public Relations, Cum Laude
Kirk Quaschnick Kirk Quaschnick's New York Life Insurance Company Experience April 1992 - Present
Job President at Mogul Wealth Strategies, LLC
Industry Financial Services
Experience
Mogul Wealth Strategies, LLC April 1992 - Present
Eagle Strategies, LLC April 1992 - Present
New York Life Insurance Company April 1992 - Present
NYLIFE Securities, LLC April 1992 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, business exit strategy, business insurance..., Business Networking, business succession..., Buy-sell Agreements, charitable giving, CLU, ChFC, ARPC, Communication, customer relations, Customer Satisfaction, Direct Sales, education funding..., Estate Planning, Gifting Strategies, grandchild gifting, Insurance, Investments, IRA rollovers, Key Person Insurance, Lead Generation, Legacies, legacy planning, Licensed Life Insurance..., Life Insurance, life insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, supplements to employee..., Wealth Preservation..., wealth transfer..., Term Life Insurance, Leadership, Financial Services
Education
Northern State University 1984 — 1985
Mogul Wealth Strategies, LLC April 1992 - Present
Eagle Strategies, LLC April 1992 - Present
New York Life Insurance Company April 1992 - Present
NYLIFE Securities, LLC April 1992 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, business exit strategy, business insurance..., Business Networking, business succession..., Buy-sell Agreements, charitable giving, CLU, ChFC, ARPC, Communication, customer relations, Customer Satisfaction, Direct Sales, education funding..., Estate Planning, Gifting Strategies, grandchild gifting, Insurance, Investments, IRA rollovers, Key Person Insurance, Lead Generation, Legacies, legacy planning, Licensed Life Insurance..., Life Insurance, life insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, supplements to employee..., Wealth Preservation..., wealth transfer..., Term Life Insurance, Leadership, Financial Services
Education
Northern State University 1984 — 1985
Peg Reid Peg Reid's New York Life Insurance Company Experience November 2008 - June 2013
Job Helping insurance professionals enhance their voluntary benefits portfolio.
Industry Consumer Services
Experience
LegalShield August 2014 - Present
Ambit Energy July 2014 - Present
N2 Publishing July 2013 - July 2014
NYLife Securities, LLC May 2009 - June 2013
New York Life Insurance Company November 2008 - June 2013
IBM Global Services 1998 - 2007
UB Networks/Ungermann-Bass, Inc. 1989 - 1997
Motorola 1982 - 1989
West Aurora School District 129 1972 - 1982
Skills
Networking, Insurance, Team Building, Marketing, Sales, Advertising, Account Management, New Business Development, Financial Services, Coaching, Entrepreneurship, Marketing Strategy, Social Networking, Leadership, Consulting, Small Business, Customer Acquisition, Contract Negotiation, Public Speaking, Social Media, Leadership Development
Education
Northern Illinois University 1973 — 1975
M.S., Ed.
University of Illinois at Urbana-Champaign 1968 — 1972
B. S., Mathematics
Illinois Producer License
LegalShield August 2014 - Present
Ambit Energy July 2014 - Present
N2 Publishing July 2013 - July 2014
NYLife Securities, LLC May 2009 - June 2013
New York Life Insurance Company November 2008 - June 2013
IBM Global Services 1998 - 2007
UB Networks/Ungermann-Bass, Inc. 1989 - 1997
Motorola 1982 - 1989
West Aurora School District 129 1972 - 1982
Skills
Networking, Insurance, Team Building, Marketing, Sales, Advertising, Account Management, New Business Development, Financial Services, Coaching, Entrepreneurship, Marketing Strategy, Social Networking, Leadership, Consulting, Small Business, Customer Acquisition, Contract Negotiation, Public Speaking, Social Media, Leadership Development
Education
Northern Illinois University 1973 — 1975
M.S., Ed.
University of Illinois at Urbana-Champaign 1968 — 1972
B. S., Mathematics
Illinois Producer License
Peter DerHagopian Peter DerHagopian's New York Life Insurance Company Experience May 2008 - December 2012
Job General Agent/Owner
Industry Financial Services
Experience
PCD Financial and Insurace April 2013 - Present
New York Life Insurance Company May 2008 - December 2012
Northwestern Mutual January 2007 - April 2008
Quality Cleansers Inc. September 1983 - July 2007
Skills
401k, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Investments, Leadership, Life Insurance, Marketing, Long-term Care, Mutual Funds, New Business Development
Education
Northeastern University 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
PCD Financial and Insurace April 2013 - Present
New York Life Insurance Company May 2008 - December 2012
Northwestern Mutual January 2007 - April 2008
Quality Cleansers Inc. September 1983 - July 2007
Skills
401k, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Investments, Leadership, Life Insurance, Marketing, Long-term Care, Mutual Funds, New Business Development
Education
Northeastern University 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
Gregory Helmich's New York Life Insurance Company Experience March 2000 - October 2012
Job Software QA
Industry Information Services
Experience
Coupa Software January 2014 - Present
Healthesystems February 2013 - January 2014
New York Life Insurance Company March 2000 - October 2012
Employers Insurance Company of Nevada May 1999 - January 2000
Steel Hector & Davis LLP September 1996 - September 1998
Skills
MCP, Microsoft Certified..., Security, Integration, Networking, SharePoint, Software Quality..., Software Documentation, Computer Hardware, SDLC, Requirements Analysis, Technical Support, Help Desk Support, Active Directory, Visio, Disaster Recovery, Process Improvement, Leadership, Program Management, Strategic Planning, Security Clearance
Education
University of Phoenix 2005 — 2008
Bachelor of Science, Business Administration and Management
Norwich University 1992 — 1996
Economics
Coupa Software January 2014 - Present
Healthesystems February 2013 - January 2014
New York Life Insurance Company March 2000 - October 2012
Employers Insurance Company of Nevada May 1999 - January 2000
Steel Hector & Davis LLP September 1996 - September 1998
Skills
MCP, Microsoft Certified..., Security, Integration, Networking, SharePoint, Software Quality..., Software Documentation, Computer Hardware, SDLC, Requirements Analysis, Technical Support, Help Desk Support, Active Directory, Visio, Disaster Recovery, Process Improvement, Leadership, Program Management, Strategic Planning, Security Clearance
Education
University of Phoenix 2005 — 2008
Bachelor of Science, Business Administration and Management
Norwich University 1992 — 1996
Economics
Jondavid Mattioli Jondavid Mattioli's New York Life Insurance Company Experience May 2011 - March 2013
Job Transportation Planner at FedEx Freight
Industry Transportation/Trucking/Railroad
Experience
FedEx Freight February 2014 - Present
FedEx Freight March 2013 - February 2014
New York Life Insurance Company May 2011 - March 2013
Star Distribution Systems, Inc. June 2009 - June 2011
Cox Radio 2004 - 2006
Skills
Training, Human Resources, Employee Relations, Talent Management, Talent Acquisition, Employee Engagement, Organizational..., Management, Customer Service, Coaching, Process Improvement, Microsoft Office, Change Management, Microsoft Excel, PowerPoint, Instructional Design, Public Speaking, Project Management, Microsoft Word, Social Networking, Team Leadership, Outlook, Marketing, Social Media, Onboarding, Recruiting
Education
Nova Southeastern University 2009 — 2011
Master of Science, Human Resource Management
University of Tampa 2004 — 2008
Bachelor of Arts, Psychology & Communication
FedEx Freight February 2014 - Present
FedEx Freight March 2013 - February 2014
New York Life Insurance Company May 2011 - March 2013
Star Distribution Systems, Inc. June 2009 - June 2011
Cox Radio 2004 - 2006
Skills
Training, Human Resources, Employee Relations, Talent Management, Talent Acquisition, Employee Engagement, Organizational..., Management, Customer Service, Coaching, Process Improvement, Microsoft Office, Change Management, Microsoft Excel, PowerPoint, Instructional Design, Public Speaking, Project Management, Microsoft Word, Social Networking, Team Leadership, Outlook, Marketing, Social Media, Onboarding, Recruiting
Education
Nova Southeastern University 2009 — 2011
Master of Science, Human Resource Management
University of Tampa 2004 — 2008
Bachelor of Arts, Psychology & Communication
Annette Blair, CLU, LUTCF, MBA Annette Blair, CLU, LUTCF, MBA's New York Life Insurance Company Experience April 2013 - Present
Job Financial Services Professional, Licensed Agent New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company August 2009 - April 2013
New York Life Insurance Company 2007 - 2009
New York Life Insurance Company 2003 - 2007
New York Life Insurance Company 2000 - 2003
AB Sales & Services 1994 - 2000
Chemical Manufacturers, Ltd. 1987 - 1993
Skills
Insurance, Sales, Recruiting, Leadership, Sales Management, Business Planning, Retirement Planning, Retirement
Education
The American College 2008 — 2013
CLU, LUTCF, Insurance Planning, Retirement Planning, Planning for business owners and professional
Nova Southeastern University 1990 — 1992
MBA, Business
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company August 2009 - April 2013
New York Life Insurance Company 2007 - 2009
New York Life Insurance Company 2003 - 2007
New York Life Insurance Company 2000 - 2003
AB Sales & Services 1994 - 2000
Chemical Manufacturers, Ltd. 1987 - 1993
Skills
Insurance, Sales, Recruiting, Leadership, Sales Management, Business Planning, Retirement Planning, Retirement
Education
The American College 2008 — 2013
CLU, LUTCF, Insurance Planning, Retirement Planning, Planning for business owners and professional
Nova Southeastern University 1990 — 1992
MBA, Business
Jamie Addison, M.B.A Jamie Addison, M.B.A's New York Life Insurance Company Experience September 2008 - March 2009
Job RFP Response Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services July 2013 - September 2014
State Street January 2013 - July 2013
State Street November 2011 - January 2013
State Street April 2010 - November 2011
Harte-Hanks October 2009 - March 2010
New York Life Insurance Company September 2008 - March 2009
Liberty Mutual June 2006 - January 2008
Liberty Mutual May 2002 - January 2006
Skills
Life Insurance, Fixed Annuities, Long-term Care, Insurance, Employee Benefits, Disability Insurance, Project Planning, Health Insurance, Risk Management, Strategic Financial..., PeopleSoft, Customer Service, Access, Financial Services, Claims Management, Superior Client Service, MCH, Microsoft Office
Education
Northwest Missouri State University 2010 — 2012
Master of Business Administration (M.B.A.)
Northwest Missouri State University 2002 — 2006
B.S., Business Management & Marketing
Lincoln College Prep High School 1998 — 2002
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services July 2013 - September 2014
State Street January 2013 - July 2013
State Street November 2011 - January 2013
State Street April 2010 - November 2011
Harte-Hanks October 2009 - March 2010
New York Life Insurance Company September 2008 - March 2009
Liberty Mutual June 2006 - January 2008
Liberty Mutual May 2002 - January 2006
Skills
Life Insurance, Fixed Annuities, Long-term Care, Insurance, Employee Benefits, Disability Insurance, Project Planning, Health Insurance, Risk Management, Strategic Financial..., PeopleSoft, Customer Service, Access, Financial Services, Claims Management, Superior Client Service, MCH, Microsoft Office
Education
Northwest Missouri State University 2010 — 2012
Master of Business Administration (M.B.A.)
Northwest Missouri State University 2002 — 2006
B.S., Business Management & Marketing
Lincoln College Prep High School 1998 — 2002
Carlye Wallace Carlye Wallace's New York Life Insurance Company Experience January 2012 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2012 - Present
Carney Educational Services December 2005 - Present
ASUREA March 2011 - January 2012
Universal Real Estate Appraisals May 2006 - November 2010
Carney Educational Services 2005 - 2009
ARAMARK September 1999 - December 2001
ARAMARK June 1999 - September 1999
White Manor Country Club March 1999 - June 1999
The Cheesecake Factory May 1998 - March 1999
Skills
Insurance, Real Estate, Finance, First Time Home Buyers, Sales, FHA, Customer Service, Retirement, Analysis, Microsoft Office, Team Building, Music, Social Media, Data Analysis, Residential Homes, Single Family Homes, Real Estate Transactions, Leadership
Education
Northern Arizona University 1993 — 1997
BS, Hotel and Restaurant Management
Los Angeles Pierce College
Music
New York Life Insurance Company January 2012 - Present
Carney Educational Services December 2005 - Present
ASUREA March 2011 - January 2012
Universal Real Estate Appraisals May 2006 - November 2010
Carney Educational Services 2005 - 2009
ARAMARK September 1999 - December 2001
ARAMARK June 1999 - September 1999
White Manor Country Club March 1999 - June 1999
The Cheesecake Factory May 1998 - March 1999
Skills
Insurance, Real Estate, Finance, First Time Home Buyers, Sales, FHA, Customer Service, Retirement, Analysis, Microsoft Office, Team Building, Music, Social Media, Data Analysis, Residential Homes, Single Family Homes, Real Estate Transactions, Leadership
Education
Northern Arizona University 1993 — 1997
BS, Hotel and Restaurant Management
Los Angeles Pierce College
Music
Sarah Lee-JoVon's New York Life Insurance Company Experience February 2011 - April 2015
Job Regional Director at Learning AZ
Industry Publishing
Experience
Learning A-Z April 2015 - Present
New York Life Insurance Company February 2011 - April 2015
In Home Primary Care Provider June 2010 - October 2012
Heartland Hospice 2008 - 2010
Skills
Public Speaking, Event Planning, Customer Service, Fundraising, Public Relations, Long Term Care, Sales Process, Education, Insurance, Sales, Long Term Care Insurance, Small Business, Time Management, Training, Disability Insurance, Team Building, Life Insurance, Account Management, New Business Development, Nonprofits, Finance, Employee Benefits, Management, Fixed Annuities, Term Life Insurance, Leadership, Retirement, Estate Planning, Whole Life, Retirement Planning, Long-term Care
Education
Northern Arizona University 2004 — 2006
MEd, Masters of Education
University of Arizona 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Learning A-Z April 2015 - Present
New York Life Insurance Company February 2011 - April 2015
In Home Primary Care Provider June 2010 - October 2012
Heartland Hospice 2008 - 2010
Skills
Public Speaking, Event Planning, Customer Service, Fundraising, Public Relations, Long Term Care, Sales Process, Education, Insurance, Sales, Long Term Care Insurance, Small Business, Time Management, Training, Disability Insurance, Team Building, Life Insurance, Account Management, New Business Development, Nonprofits, Finance, Employee Benefits, Management, Fixed Annuities, Term Life Insurance, Leadership, Retirement, Estate Planning, Whole Life, Retirement Planning, Long-term Care
Education
Northern Arizona University 2004 — 2006
MEd, Masters of Education
University of Arizona 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Dagmar Linsert Dagmar Linsert's New York Life Insurance Company Experience November 2008 - April 2011
Job Senior, Global Supply Chain Pricing Analyst at Cartus
Industry Logistics and Supply Chain
Experience
Cartus June 2013 - Present
Cartus April 2011 - June 2013
New York Life Insurance Company November 2008 - April 2011
Skills
Employee Benefits, Relocation, Insurance, Management, German, Expatriate Management, Account Management, Sales, Customer Service, Finance, Business Development, Policy, Project Management, Human Resources, Corporate Housing, English, Mobility Management, Budgets, Negotiation, Marketing, Sourcing, Employee Relations
Education
The University of Connecticut 2003 — 2007
B.S., Business/Corporate and Organizational Studies
Norwalk Community College 1999 — 2002
A.S., Business Administration
Cartus June 2013 - Present
Cartus April 2011 - June 2013
New York Life Insurance Company November 2008 - April 2011
Skills
Employee Benefits, Relocation, Insurance, Management, German, Expatriate Management, Account Management, Sales, Customer Service, Finance, Business Development, Policy, Project Management, Human Resources, Corporate Housing, English, Mobility Management, Budgets, Negotiation, Marketing, Sourcing, Employee Relations
Education
The University of Connecticut 2003 — 2007
B.S., Business/Corporate and Organizational Studies
Norwalk Community College 1999 — 2002
A.S., Business Administration
Jesse Lally Jesse Lally's New York Life Insurance Company Experience 2000 - 2002
Job Agent at Hilton & Hyland
Industry Real Estate
Experience
Hilton & Hyland September 2012 - Present
New York Life Insurance Company 2000 - 2002
Skills
Real Estate, Real Estate Development, Networking, Golf
Education
University of Massachusetts 2000 — 2002
Physics/Mathematics
Norwich University
Mathematical Sciences
Hilton & Hyland September 2012 - Present
New York Life Insurance Company 2000 - 2002
Skills
Real Estate, Real Estate Development, Networking, Golf
Education
University of Massachusetts 2000 — 2002
Physics/Mathematics
Norwich University
Mathematical Sciences
Kamie Boston Kamie Boston's New York Life Insurance Company Experience February 2014 - Present
Job New Business Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company July 2012 - February 2014
Northland International University 2009 - 2011
Iron Mountain Kingsford Community Federal Credit Union 2004 - 2009
Skills
Retirement, Insurance, Term Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Small Business, Multi-generational..., Multi-generational..., Licensed Life Insurance..., Estate Planning, Annuity Sales, Multi-tasking Skills, Time Management, Protection...
Education
Northland International University 2003 — 2011
Master of Arts (MA), Cross Cultural Studies
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company July 2012 - February 2014
Northland International University 2009 - 2011
Iron Mountain Kingsford Community Federal Credit Union 2004 - 2009
Skills
Retirement, Insurance, Term Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Small Business, Multi-generational..., Multi-generational..., Licensed Life Insurance..., Estate Planning, Annuity Sales, Multi-tasking Skills, Time Management, Protection...
Education
Northland International University 2003 — 2011
Master of Arts (MA), Cross Cultural Studies
Dave Ramirez, RPA, AIF® Dave Ramirez, RPA, AIF®'s New York Life Insurance Company Experience April 2013 - April 2015
Job Director, Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company April 2013 - April 2015
Precept Advisory Group April 2011 - April 2013
Securian Financial Group January 2006 - March 2011
Securian Financial Group May 2004 - December 2005
North Star Resource Group May 2001 - May 2004
Skills
Retirement, Retirement Planning, Series 63, 401k, Defined Contribution, Investment Advisory, Retirement Plan..., Series 65, Series 6, Distribution Strategies, Asset Allocation, Fiduciary Services, Defined Benefit, Mutual Funds, Qualified Retirement..., Non-Qualified Deferred..., Profit Sharing, ERISA, Investments, Fixed Annuities, Series 7, Pensions, Wealth Management
Education
Northwestern College 1996 — 2000
Bachelor of Science (B.S.), Marketing
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company April 2013 - April 2015
Precept Advisory Group April 2011 - April 2013
Securian Financial Group January 2006 - March 2011
Securian Financial Group May 2004 - December 2005
North Star Resource Group May 2001 - May 2004
Skills
Retirement, Retirement Planning, Series 63, 401k, Defined Contribution, Investment Advisory, Retirement Plan..., Series 65, Series 6, Distribution Strategies, Asset Allocation, Fiduciary Services, Defined Benefit, Mutual Funds, Qualified Retirement..., Non-Qualified Deferred..., Profit Sharing, ERISA, Investments, Fixed Annuities, Series 7, Pensions, Wealth Management
Education
Northwestern College 1996 — 2000
Bachelor of Science (B.S.), Marketing
Rose Gentile Rose Gentile's New York Life Insurance Company Experience January 1986 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) August 2002 - Present
NYLIFE Securities LLC November 1993 - Present
New York Life Insurance Company January 1986 - Present
Skills
Insurance, Estate Planning, Retirement Planning, Multi-generational..., Protection..., Key Person Protection, Investments, Annuity Sales, Retirement, 401k Rollovers, Licensed Life Insurance..., Long-term Care, Gifting Strategies, Life Insurance, Legacies, Multi-generational..., Protection Planning, Social Media Marketing, Small Business, Asset Protection, Buy-sell Agreements, Business Insurance..., Business Succession..., Education Funding..., Grandchild Gifting, IRA Rollovers, Supplements to Employee..., Personal Finance, Wealth Preservation..., Business Development, Building Relationships, Business Exit Strategy, Charitable Giving, Long Term Care Insurance, IRAs
Education
Northern Virginia Community College
Eagle Strategies, LLC (New York Life Company) August 2002 - Present
NYLIFE Securities LLC November 1993 - Present
New York Life Insurance Company January 1986 - Present
Skills
Insurance, Estate Planning, Retirement Planning, Multi-generational..., Protection..., Key Person Protection, Investments, Annuity Sales, Retirement, 401k Rollovers, Licensed Life Insurance..., Long-term Care, Gifting Strategies, Life Insurance, Legacies, Multi-generational..., Protection Planning, Social Media Marketing, Small Business, Asset Protection, Buy-sell Agreements, Business Insurance..., Business Succession..., Education Funding..., Grandchild Gifting, IRA Rollovers, Supplements to Employee..., Personal Finance, Wealth Preservation..., Business Development, Building Relationships, Business Exit Strategy, Charitable Giving, Long Term Care Insurance, IRAs
Education
Northern Virginia Community College
Cory Trent Cory Trent's New York Life Insurance Company Experience July 2011 - Present
Job Agent, New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2011 - Present
The Palm Beach Post 2009 - 2011
Education
Northwood University 2002 — 2006
BBA, ADV, MKT, MGT
New York Life Insurance Company July 2011 - Present
The Palm Beach Post 2009 - 2011
Education
Northwood University 2002 — 2006
BBA, ADV, MKT, MGT
Jesse Schustedt Jesse Schustedt's New York Life Insurance Company Experience January 2008 - January 2009
Job Fiber Optic Builds | Wide Area Ethernet and WAN | Private Cloud Connections | Hosted Phones | SIP at Comcast Business
Industry Telecommunications
Experience
Comcast September 2013 - Present
XO Communications August 2012 - September 2013
Cbeyond March 2012 - August 2012
Cbeyond January 2011 - March 2012
Cbeyond June 2010 - December 2010
Cbeyond October 2009 - May 2010
Cbeyond January 2009 - September 2009
New York Life Insurance Company January 2008 - January 2009
Skills
VoIP, Cloud Computing, Solution Selling, Ethernet, Fiber Optics, Strategic Partnerships, Co-location, Leadership, Managed Services, SIP, Management, Virtualization, Disaster Recovery, Cloud Security, MPLS Networking, Hosted Voice, IaaS, WAN Optimization, Private Cloud, Bandwidth, Technical Consultation, Cloud Contact Center, Online Video Management..., Content Distribution..., BC/DR
Education
Northwestern College 2003 — 2007
B.A., Intercultural Studies
Mitchell High School 1999 — 2003
Comcast September 2013 - Present
XO Communications August 2012 - September 2013
Cbeyond March 2012 - August 2012
Cbeyond January 2011 - March 2012
Cbeyond June 2010 - December 2010
Cbeyond October 2009 - May 2010
Cbeyond January 2009 - September 2009
New York Life Insurance Company January 2008 - January 2009
Skills
VoIP, Cloud Computing, Solution Selling, Ethernet, Fiber Optics, Strategic Partnerships, Co-location, Leadership, Managed Services, SIP, Management, Virtualization, Disaster Recovery, Cloud Security, MPLS Networking, Hosted Voice, IaaS, WAN Optimization, Private Cloud, Bandwidth, Technical Consultation, Cloud Contact Center, Online Video Management..., Content Distribution..., BC/DR
Education
Northwestern College 2003 — 2007
B.A., Intercultural Studies
Mitchell High School 1999 — 2003
Vincent Ring, CFP® Vincent Ring, CFP®'s New York Life Insurance Company Experience June 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
Fidelity Investments December 2006 - July 2010
Fidelity Investments - Personal and Workplace Investing August 2005 - November 2006
Fidelity Investments August 2000 - July 2005
Fidelity Investments - Institutional Services December 1997 - July 2000
Skills
Financial Planning, Investment Strategies, Client Service, Mutual Funds, Financial Services, Insurance, Retirement Planning, Relationship Management, Strategic Financial..., Asset Allocation, Retirement, Leadership, Investments, Portfolio Management, 401k, Fixed Annuities, CRM, Series 7
Education
Northeastern University 1986 — 1991
Bachelor of Arts, Political Science
Morgan
New York Life Insurance Company June 2011 - Present
Fidelity Investments December 2006 - July 2010
Fidelity Investments - Personal and Workplace Investing August 2005 - November 2006
Fidelity Investments August 2000 - July 2005
Fidelity Investments - Institutional Services December 1997 - July 2000
Skills
Financial Planning, Investment Strategies, Client Service, Mutual Funds, Financial Services, Insurance, Retirement Planning, Relationship Management, Strategic Financial..., Asset Allocation, Retirement, Leadership, Investments, Portfolio Management, 401k, Fixed Annuities, CRM, Series 7
Education
Northeastern University 1986 — 1991
Bachelor of Arts, Political Science
Morgan
Celeste Garrett Celeste Garrett's New York Life Insurance Company Experience April 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
NYLIFE Securities, LLC March 2011 - Present
NYLIFE Securities LLC March 2011 - Present
Aflac September 2009 - July 2011
Chicago Public Schools January 2004 - September 2009
Chicago Tribune January 1997 - January 2004
Chicago Sun-Times January 1995 - January 1997
Chicago Sun-Times January 1990 - January 1995
The St. Louis Sun June 1989 - May 1990
The Kansas City Star December 1987 - December 1989
Skills
Retirement Planning, 401k Rollovers, College Funding, Family Protection, Personal Financial...
Education
Northwestern University - Kellogg School of Management 1992 — 1992
Fellowship, Newspaper Management
University of Missouri-Columbia 1979 — 1983
Bachelor of Journalism
New York Life Insurance Company April 2014 - Present
NYLIFE Securities, LLC March 2011 - Present
NYLIFE Securities LLC March 2011 - Present
Aflac September 2009 - July 2011
Chicago Public Schools January 2004 - September 2009
Chicago Tribune January 1997 - January 2004
Chicago Sun-Times January 1995 - January 1997
Chicago Sun-Times January 1990 - January 1995
The St. Louis Sun June 1989 - May 1990
The Kansas City Star December 1987 - December 1989
Skills
Retirement Planning, 401k Rollovers, College Funding, Family Protection, Personal Financial...
Education
Northwestern University - Kellogg School of Management 1992 — 1992
Fellowship, Newspaper Management
University of Missouri-Columbia 1979 — 1983
Bachelor of Journalism
Thomas M. Fischer Thomas M. Fischer's New York Life Insurance Company Experience September 1995 - October 2009
Job Financial Advisor with 20 years eperience I specialize in comprehensive financial planning and wealth managemant
Industry Financial Services
Experience
NOVA Financial Services December 2010 - Present
Lincoln Financial Advisors October 2009 - December 2010
New York Life Insurance Company September 1995 - October 2009
Skills
Financial Planning, Portfolio Management, Insurance, Expert Listener, Retirement Planning, Estate Planning, Wealth Management, Investments, Real Estate, Action Sports, Professional Athletes, Strategic Financial..., Retirement, Professional Sports, Finance, Financial Services, Small Business, Fixed Annuities, Life Insurance, 401k, Mutual Funds, Financial Planners, Wealth, Real Estate Economics, Financial Advisory, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Long-term Care, Mortgage Lending, Disability Insurance, Investment Strategies, Term Life Insurance, Asset Allocation, Wealth Management..., Securities, Asset Management, Loans, Residential Mortgages, Mortgage Marketing
Education
Northern Arizona University 1987 — 1992
Business, Finance
Amphi High School 1983 — 1987
NOVA Financial Services December 2010 - Present
Lincoln Financial Advisors October 2009 - December 2010
New York Life Insurance Company September 1995 - October 2009
Skills
Financial Planning, Portfolio Management, Insurance, Expert Listener, Retirement Planning, Estate Planning, Wealth Management, Investments, Real Estate, Action Sports, Professional Athletes, Strategic Financial..., Retirement, Professional Sports, Finance, Financial Services, Small Business, Fixed Annuities, Life Insurance, 401k, Mutual Funds, Financial Planners, Wealth, Real Estate Economics, Financial Advisory, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Long-term Care, Mortgage Lending, Disability Insurance, Investment Strategies, Term Life Insurance, Asset Allocation, Wealth Management..., Securities, Asset Management, Loans, Residential Mortgages, Mortgage Marketing
Education
Northern Arizona University 1987 — 1992
Business, Finance
Amphi High School 1983 — 1987
Judy Tolliver Judy Tolliver's New York Life Insurance Company Experience October 2009 - January 2012
Job SECURITY SOLUTIONS CONSULTANT, IP NETWORKING, CCTV, CARD ACCESS, SECURITY INTEGRATION, FIRE PANEL & SECURITY MONITORING,
Industry Telecommunications
Experience
Prairie Technology Solutions 2013 - Present
American Electronics July 2006 - May 2013
New York Life Insurance Company October 2009 - January 2012
Skills
Sales Management, Team Building, Sales, Estate Planning, Long-term Care, Customer Service, Fixed Annuities, Insurance, Small Business, Employee Benefits, Security, Networking, Cold Calling, Direct Sales, Selling, Account Management
Education
Northwestern College 2004 — 2006
Associates Degree, Communication, Bible & Doctrine
Northwestern College 2004 — 2006
Associates Degree, Communication, Bible & Doctrine
Grand Island Senior High 1963 — 1966
High School Degree
Grand Island Senior High School 1963 — 1966
High School Degree, college prep
Prairie Technology Solutions 2013 - Present
American Electronics July 2006 - May 2013
New York Life Insurance Company October 2009 - January 2012
Skills
Sales Management, Team Building, Sales, Estate Planning, Long-term Care, Customer Service, Fixed Annuities, Insurance, Small Business, Employee Benefits, Security, Networking, Cold Calling, Direct Sales, Selling, Account Management
Education
Northwestern College 2004 — 2006
Associates Degree, Communication, Bible & Doctrine
Northwestern College 2004 — 2006
Associates Degree, Communication, Bible & Doctrine
Grand Island Senior High 1963 — 1966
High School Degree
Grand Island Senior High School 1963 — 1966
High School Degree, college prep
Michelle (Shelly) Gams, CLU®, ChFC®, CASL®, CFP®'s New York Life Insurance Company Experience December 2001 - Present
Job CoOwner at Retirement Solutions
Industry Financial Services
Experience
Retirement Solutions December 2001 - Present
Eagle Strategies, LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Skills
Series 65, Series 63, Series 7, Life and Health..., Licensed in Long-Term..., 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Key Person Protection, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Perservation..., Investments, MAP Certified, Authorized to offer...
Education
University of Wyoming 1990 — 1993
Bachelor of Science, Business Administration with a minor in Psychology
Northwest College 1988 — 1990
Associates of Art
Retirement Solutions December 2001 - Present
Eagle Strategies, LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Skills
Series 65, Series 63, Series 7, Life and Health..., Licensed in Long-Term..., 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Key Person Protection, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Perservation..., Investments, MAP Certified, Authorized to offer...
Education
University of Wyoming 1990 — 1993
Bachelor of Science, Business Administration with a minor in Psychology
Northwest College 1988 — 1990
Associates of Art
Rojarate Jitrakul's New York Life Insurance Company Experience June 2007 - March 2011
Job Financial Services Professional at National Life Group
Industry Financial Services
Experience
Equity Services, Inc./ National Life Group November 2012 - Present
Vital Financial Group November 2012 - Present
Mass Mutual Financial Group April 2011 - October 2013
New York Life Insurance Company June 2007 - March 2011
Skills
Premium Financing, Captive Insurance, Nonqualified Deferred..., Estate Planning..., Defined Benefits Plan, Tax favorable Pension..., Buy/Sell Strategies, Cross-purchase..., Management, Key Person Insurance, Disability Insurance, Long Term care Insurance, Health Insurance
Education
Nova Southeastern University 1993 — 1998
MBA, Business Administration and Management, General
Nova Southeastern University
Bachelor of Business Administration (B.B.A.)
Equity Services, Inc./ National Life Group November 2012 - Present
Vital Financial Group November 2012 - Present
Mass Mutual Financial Group April 2011 - October 2013
New York Life Insurance Company June 2007 - March 2011
Skills
Premium Financing, Captive Insurance, Nonqualified Deferred..., Estate Planning..., Defined Benefits Plan, Tax favorable Pension..., Buy/Sell Strategies, Cross-purchase..., Management, Key Person Insurance, Disability Insurance, Long Term care Insurance, Health Insurance
Education
Nova Southeastern University 1993 — 1998
MBA, Business Administration and Management, General
Nova Southeastern University
Bachelor of Business Administration (B.B.A.)
Lauren Debelius, MBA's New York Life Insurance Company Experience July 2015 - Present
Job Agent with New York Life helping families and business owners to create, build, and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Transamerica Agency Network, Inc. July 2013 - July 2015
Transamerica Agency Network, Inc. December 2012 - June 2013
Transamerica Agency Network, Inc. April 2008 - November 2012
Bay One Mortgage, Inc. December 2004 - March 2008
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Wealth Preservation..., Gifting Strategies, Multi-generational..., Multi-generational..., Small Business, 401k Rollovers, Asset Protection, Long Term Care Insurance
Education
University of Maryland University College 2007 — 2010
MBA, Business Management
Notre Dame of Maryland University 2000 — 2004
BA, History & Women Studies
New York Life Insurance Company July 2015 - Present
Transamerica Agency Network, Inc. July 2013 - July 2015
Transamerica Agency Network, Inc. December 2012 - June 2013
Transamerica Agency Network, Inc. April 2008 - November 2012
Bay One Mortgage, Inc. December 2004 - March 2008
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Wealth Preservation..., Gifting Strategies, Multi-generational..., Multi-generational..., Small Business, 401k Rollovers, Asset Protection, Long Term Care Insurance
Education
University of Maryland University College 2007 — 2010
MBA, Business Management
Notre Dame of Maryland University 2000 — 2004
BA, History & Women Studies
Basma ElBati Basma ElBati's New York Life Insurance Company Experience August 2014 - October 2014
Job Assistant Site Manager at Cofely Airport Services GDF Suez
Industry Executive Office
Experience
Darden December 2012 - Present
Cofely Airport Services - GDF Suez February 2015 - Present
New York Life Insurance Company August 2014 - October 2014
United Global Education Services February 2014 - July 2014
Noufal Hair Works October 2012 - January 2013
Libra Law Firm 2009 - October 2011
Skills
Event Planning, Microsoft Excel, Microsoft Word, Administrative..., Outlook, Customer Service, PowerPoint, Social Media, Office Management, Microsoft Office, Event Management, Strategic Planning, Research, Public Speaking, Nonprofits, Human Resources, Writing, Organization Skills, Training, Teamwork, Time Management, Leadership, English, Social Networking
Education
Northern Virginia Community College 2012 — 2015
Associate's degree, Business Administration, Management and Operations
International school of choueifat damascus 2002 — 2007
High School Diploma
Darden December 2012 - Present
Cofely Airport Services - GDF Suez February 2015 - Present
New York Life Insurance Company August 2014 - October 2014
United Global Education Services February 2014 - July 2014
Noufal Hair Works October 2012 - January 2013
Libra Law Firm 2009 - October 2011
Skills
Event Planning, Microsoft Excel, Microsoft Word, Administrative..., Outlook, Customer Service, PowerPoint, Social Media, Office Management, Microsoft Office, Event Management, Strategic Planning, Research, Public Speaking, Nonprofits, Human Resources, Writing, Organization Skills, Training, Teamwork, Time Management, Leadership, English, Social Networking
Education
Northern Virginia Community College 2012 — 2015
Associate's degree, Business Administration, Management and Operations
International school of choueifat damascus 2002 — 2007
High School Diploma
Michael Halley Michael Halley's New York Life Insurance Company Experience May 2005 - October 2013
Job Executive Finance & Software Administration Professional
Industry Financial Services
Experience
New York Life Insurance Company May 2005 - October 2013
NLG April 2004 - May 2005
Radius Management March 2003 - April 2004
Genuity October 2000 - February 2003
Bell Atlantic October 1999 - October 2000
Filene's Basement September 1998 - October 1999
Elizabeth Grady Face First December 1990 - September 1998
Skills
Insurance, Strategic Financial..., Financial Analysis, Financial Services, Risk Management, Customer Service, Life Insurance, Project Management, PowerPoint, Microsoft Excel, Visio, Analytics, Disaster Recovery, Microsoft Office, Managerial Finance, Finance, Analysis, Management, Budgets, Financial Planning, Leadership, Accounting
Education
Northeastern University 1985 — 1990
Bachelor of Science (B.S.), Economics
New York Life Insurance Company May 2005 - October 2013
NLG April 2004 - May 2005
Radius Management March 2003 - April 2004
Genuity October 2000 - February 2003
Bell Atlantic October 1999 - October 2000
Filene's Basement September 1998 - October 1999
Elizabeth Grady Face First December 1990 - September 1998
Skills
Insurance, Strategic Financial..., Financial Analysis, Financial Services, Risk Management, Customer Service, Life Insurance, Project Management, PowerPoint, Microsoft Excel, Visio, Analytics, Disaster Recovery, Microsoft Office, Managerial Finance, Finance, Analysis, Management, Budgets, Financial Planning, Leadership, Accounting
Education
Northeastern University 1985 — 1990
Bachelor of Science (B.S.), Economics
Troy E. Blaine CLF®, LUTCF, FSS's New York Life Insurance Company Experience March 2015 - Present
Job Executive Insurance and Financial Leader ◊ Partner ◊ Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Licensed Life & Health..., Long Term Care Insurance, Investments, Retirement, Retirement Planning, Financial Services, Mutual Funds, Buy-sell Agreements, Variable Annuities, Estate Planning, Universal Life Insurance, Income Protection, Key Person Insurance, Agent Coaching, Agent Development, Coaching, Executive Management, Leadership Development, Operations Management, Talent Management, Training & Development, Training Facilitation, Financial Recruiting, Recruiting/Retention, Talent Acquisition, Mentoring, Job Coaching, Cross-functional Team..., Employee Training, Succession Planning, Wealth Preservation..., Wealth Transfer..., Multi-generational..., Business Succession..., Public Speaking
Education
The American College 2011 — 2014
Chartered Leadership Fellow
The American College 2005 — 2007
Financial Services Specialist
The American College 2001 — 2003
Life Underwriting Training Council Fellow
University of Nebraska-Lincoln 1996 — 1999
BS
Northwest Missouri State University 1995 — 1996
BS
New York Life Insurance Company March 2015 - Present
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Licensed Life & Health..., Long Term Care Insurance, Investments, Retirement, Retirement Planning, Financial Services, Mutual Funds, Buy-sell Agreements, Variable Annuities, Estate Planning, Universal Life Insurance, Income Protection, Key Person Insurance, Agent Coaching, Agent Development, Coaching, Executive Management, Leadership Development, Operations Management, Talent Management, Training & Development, Training Facilitation, Financial Recruiting, Recruiting/Retention, Talent Acquisition, Mentoring, Job Coaching, Cross-functional Team..., Employee Training, Succession Planning, Wealth Preservation..., Wealth Transfer..., Multi-generational..., Business Succession..., Public Speaking
Education
The American College 2011 — 2014
Chartered Leadership Fellow
The American College 2005 — 2007
Financial Services Specialist
The American College 2001 — 2003
Life Underwriting Training Council Fellow
University of Nebraska-Lincoln 1996 — 1999
BS
Northwest Missouri State University 1995 — 1996
BS
Brittany Sue Mullally Brittany Sue Mullally's New York Life Insurance Company Experience December 2011 - April 2012
Job Key Account Representative at National Life Group
Industry Financial Services
Experience
National Life Group April 2015 - Present
National Life Group September 2013 - April 2015
National Life Group April 2012 - September 2013
New York Life Insurance Company December 2011 - April 2012
Optical Expressions Berlin March 2008 - November 2011
Skills
Keen understanding of..., Experience with social..., Strong organizational..., Dynamic presenter and..., MS Office Suite- Word,..., Familiar with both PC..., PowerPoint, Microsoft Excel, Event Planning, Marketing, Time Management, Sales, Social Media, Management, Leadership, Microsoft Word, Insurance, Life Insurance, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Fixed Annuities, Social Networking, New Business Development, Customer Service, Team Leadership, Salesforce.com, Retirement Planning, Outlook, Social Media Marketing, Sales Management, Marketing Strategy, Account Management, Microsoft Office, Retirement, Employee Benefits, Coaching, Recruiting, Long-term Care, Disability Insurance, Finance, Mutual Funds, Financial Services, Series 6, Term Life Insurance, Investments, Strategic Financial..., Series 63
Education
Norwich University 2013 — 2014
Master of Business Administration (M.B.A.), Project Management
Norwich University 2007 — 2011
Bachelors of Science (B.S.), Business Management and Marketing
National Life Group April 2015 - Present
National Life Group September 2013 - April 2015
National Life Group April 2012 - September 2013
New York Life Insurance Company December 2011 - April 2012
Optical Expressions Berlin March 2008 - November 2011
Skills
Keen understanding of..., Experience with social..., Strong organizational..., Dynamic presenter and..., MS Office Suite- Word,..., Familiar with both PC..., PowerPoint, Microsoft Excel, Event Planning, Marketing, Time Management, Sales, Social Media, Management, Leadership, Microsoft Word, Insurance, Life Insurance, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Fixed Annuities, Social Networking, New Business Development, Customer Service, Team Leadership, Salesforce.com, Retirement Planning, Outlook, Social Media Marketing, Sales Management, Marketing Strategy, Account Management, Microsoft Office, Retirement, Employee Benefits, Coaching, Recruiting, Long-term Care, Disability Insurance, Finance, Mutual Funds, Financial Services, Series 6, Term Life Insurance, Investments, Strategic Financial..., Series 63
Education
Norwich University 2013 — 2014
Master of Business Administration (M.B.A.), Project Management
Norwich University 2007 — 2011
Bachelors of Science (B.S.), Business Management and Marketing
Jason Thorsen Jason Thorsen's New York Life Insurance Company Experience October 2006 - Present
Job Senior Life Underwriter at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2006 - Present
Americo Financial Life and Annuity November 2002 - September 2006
Skills
Life Insurance, Insurance, Underwriting, Financial Risk, Reinsurance, Risk Management, Process Improvement, Analysis, Business Analysis, Management, Term Life Insurance, Team Building, Leadership, General Insurance, Relationship Management
Education
Northwood University-Texas 1999 — 2003
Bachelor of Business Administration (BBA), International Business/Management
New York Life Insurance Company October 2006 - Present
Americo Financial Life and Annuity November 2002 - September 2006
Skills
Life Insurance, Insurance, Underwriting, Financial Risk, Reinsurance, Risk Management, Process Improvement, Analysis, Business Analysis, Management, Term Life Insurance, Team Building, Leadership, General Insurance, Relationship Management
Education
Northwood University-Texas 1999 — 2003
Bachelor of Business Administration (BBA), International Business/Management
Brandon Bassett Brandon Bassett's New York Life Insurance Company Experience November 2007 - September 2008
Job Business Strategy Analyst at Wolverine World Wide
Industry Consumer Goods
Experience
Wolverine Worldwide April 2013 - Present
Wolverine Worldwide July 2012 - April 2013
Wolverine Worldwide May 2009 - July 2012
Wolverine Worldwide May 2009 - November 2009
Northwood University September 2008 - May 2009
Northwood University December 2005 - May 2009
Circuit City November 2003 - December 2008
New York Life Insurance Company November 2007 - September 2008
Northwood University December 2006 - May 2007
McDonald's Corporation May 2002 - January 2004
Education
Northwood University 2005 — 2009
Bachelor of Business Administration (BBA)
Northwood University
Wolverine Worldwide April 2013 - Present
Wolverine Worldwide July 2012 - April 2013
Wolverine Worldwide May 2009 - July 2012
Wolverine Worldwide May 2009 - November 2009
Northwood University September 2008 - May 2009
Northwood University December 2005 - May 2009
Circuit City November 2003 - December 2008
New York Life Insurance Company November 2007 - September 2008
Northwood University December 2006 - May 2007
McDonald's Corporation May 2002 - January 2004
Education
Northwood University 2005 — 2009
Bachelor of Business Administration (BBA)
Northwood University
Jennifer Buzzard Jennifer Buzzard's New York Life Insurance Company Experience May 2011 - August 2011
Job Sales Manager at Yelp
Industry Marketing and Advertising
Experience
Yelp February 2014 - Present
Yelp.com July 2012 - January 2014
NAZ Today August 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
Arizona Centennial Comission 2012 May 2010 - August 2010
Karve Studio Scottsdale May 2009 - August 2009
K-Pilates May 2008 - August 2008
Vally Sleep Center May 2007 - August 2007
Skills
Advertising, Basic HTML, Basic Web Design, Blogging, Brand Awareness, Broadcast Journalism, Broadcast Television, Business Planning, Company Branding, Competitive Analysis, Cost Benefit Analysis, Creative Writing, Excel, EZ News, Final Cut Pro, Fireworks, Flyers, InDesign, Lotus Notes, Market Research, Microsoft Office, Newsletters, Outlook, Photoshop, Photography, Planning, PowerPoint, Public Relations, Public Speaking, Social Media, QR Code, Social Media Marketing, SWOT analysis, Teamwork, Team Leadership, Team Building, Video, Word, Writing, Sales, Salesforce.com
Education
Northern Arizona University 2008 — 2012
Bachelor of Science (B.S.), Advertising, Public Relations, Electronic Media and Film
Yelp February 2014 - Present
Yelp.com July 2012 - January 2014
NAZ Today August 2008 - May 2012
New York Life Insurance Company May 2011 - August 2011
Arizona Centennial Comission 2012 May 2010 - August 2010
Karve Studio Scottsdale May 2009 - August 2009
K-Pilates May 2008 - August 2008
Vally Sleep Center May 2007 - August 2007
Skills
Advertising, Basic HTML, Basic Web Design, Blogging, Brand Awareness, Broadcast Journalism, Broadcast Television, Business Planning, Company Branding, Competitive Analysis, Cost Benefit Analysis, Creative Writing, Excel, EZ News, Final Cut Pro, Fireworks, Flyers, InDesign, Lotus Notes, Market Research, Microsoft Office, Newsletters, Outlook, Photoshop, Photography, Planning, PowerPoint, Public Relations, Public Speaking, Social Media, QR Code, Social Media Marketing, SWOT analysis, Teamwork, Team Leadership, Team Building, Video, Word, Writing, Sales, Salesforce.com
Education
Northern Arizona University 2008 — 2012
Bachelor of Science (B.S.), Advertising, Public Relations, Electronic Media and Film
Viktoria Bunkovsky, MBA Viktoria Bunkovsky, MBA's New York Life Insurance Company Experience December 2011 - May 2012
Job Financial Services
Industry Financial Services
Experience
AXA Equitable May 2012 - Present
New York Life Insurance Company December 2011 - May 2012
AXA Advisors May 2006 - August 2011
Merrill Lynch May 2004 - August 2004
Skills
Financial Services, Customer Service, Marketing, Investments, Customer Satisfaction, Customer Retention, Microsoft Office, Marketing Communications, Case Management, Sales Operations, Financial Planning, Leadership Development, New Business Development, Sales Support, Series 7, series 66
Education
Nova Southeastern University 2008 — 2010
MBA
University of Tampa 2002 — 2005
Bachelor's of Science, Marketing
AXA Equitable May 2012 - Present
New York Life Insurance Company December 2011 - May 2012
AXA Advisors May 2006 - August 2011
Merrill Lynch May 2004 - August 2004
Skills
Financial Services, Customer Service, Marketing, Investments, Customer Satisfaction, Customer Retention, Microsoft Office, Marketing Communications, Case Management, Sales Operations, Financial Planning, Leadership Development, New Business Development, Sales Support, Series 7, series 66
Education
Nova Southeastern University 2008 — 2010
MBA
University of Tampa 2002 — 2005
Bachelor's of Science, Marketing
Victoria Dowling Victoria Dowling's New York Life Insurance Company Experience June 2011 - March 2012
Job Client Services Manager at ClearBridge Wealth Management, A Registered Investment Advisor
Industry Financial Services
Experience
ClearBridge Wealth Management June 2013 - Present
New York Life Insurance Company June 2011 - March 2012
Skills
IRAs, Insurance, Life Insurance, Retirement, Retirement Planning, Tax, 401k, Financial Services
Education
Norwich University 1978 — 1982
B.S. Accounting, Accounting and Finance
ClearBridge Wealth Management June 2013 - Present
New York Life Insurance Company June 2011 - March 2012
Skills
IRAs, Insurance, Life Insurance, Retirement, Retirement Planning, Tax, 401k, Financial Services
Education
Norwich University 1978 — 1982
B.S. Accounting, Accounting and Finance
Ginny Beswick Ginny Beswick's New York Life Insurance Company Experience April 2010 - March 2012
Job CoOwner/Office Manager at Wheels Autoworks
Industry Financial Services
Experience
Wheels Autoworks September 2009 - Present
New York Life Insurance Company April 2010 - March 2012
NASD 2000 - 2006
Skills
Insurance, Travel Arrangements, Administrative..., Notary Public, Office Management, Outlook, File Management, Data Entry, Spreadsheets, QuickBooks, Wordperfect, Office Administration, Microsoft Excel, Filing, Customer Service, Microsoft Word, Payroll, Invoicing, Accounts Receivable, Microsoft Publisher, Legal Writing
Education
Cross Keys High School 1966 — 1971
Northern Virginia Community College
Wheels Autoworks September 2009 - Present
New York Life Insurance Company April 2010 - March 2012
NASD 2000 - 2006
Skills
Insurance, Travel Arrangements, Administrative..., Notary Public, Office Management, Outlook, File Management, Data Entry, Spreadsheets, QuickBooks, Wordperfect, Office Administration, Microsoft Excel, Filing, Customer Service, Microsoft Word, Payroll, Invoicing, Accounts Receivable, Microsoft Publisher, Legal Writing
Education
Cross Keys High School 1966 — 1971
Northern Virginia Community College
Sarah Niemeyer's New York Life Insurance Company Experience December 2012 - October 2014
Job Finance Associate, Management Reporting at Kellogg Company
Industry Financial Services
Experience
Kellogg Company October 2014 - Present
NYLife Securities LLC April 2013 - October 2014
New York Life Insurance Company December 2012 - October 2014
Buffalo Wild Wings May 2011 - December 2012
Damon's Grill October 2006 - August 2011
Bay Harbor Marina September 2010 - March 2011
Skills
401k Rollovers, Key Person Protection, Estate Planning, Licensed Life & Health..., Annuity Sales, Protection..., Multi Tasking, Multi-generational..., Gifting Strategies, Wealth Preservation..., Employee Benefits
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwood University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Caledonia High Scool 2002 — 2006
Kellogg Company October 2014 - Present
NYLife Securities LLC April 2013 - October 2014
New York Life Insurance Company December 2012 - October 2014
Buffalo Wild Wings May 2011 - December 2012
Damon's Grill October 2006 - August 2011
Bay Harbor Marina September 2010 - March 2011
Skills
401k Rollovers, Key Person Protection, Estate Planning, Licensed Life & Health..., Annuity Sales, Protection..., Multi Tasking, Multi-generational..., Gifting Strategies, Wealth Preservation..., Employee Benefits
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwood University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Caledonia High Scool 2002 — 2006
James Pemberton James Pemberton's New York Life Insurance Company Experience August 2007 - September 2009
Job Search Engine Marketing Consultant helping your customers find you when they are looking for your product or service.
Industry Marketing and Advertising
Experience
WeRank May 2014 - Present
ARG Healthcare Recruiting May 2012 - Present
endevis April 2011 - April 2012
Search One September 2009 - April 2011
New York Life Insurance Company August 2007 - September 2009
Common Wealth Planning April 2007 - August 2007
US Navy May 1997 - May 2007
Skills
SEO, Search Engine Ranking, Marketing Strategy, Online Reputation..., Online Advertising, Pay Per Call, Local Search, Local Search..., Mobile Marketing, Entrepreneurship, Video Marketing, Lead Generation, Website Development, Coaching, SEM, Web 2.0, Online Lead Generation, Business Development, Marketing, Recruiting, Team Building, Recruitment Advertising, Training, New Business Development, Cold Calling, Permanent Placement, Applicant Tracking..., Contract Recruitment, Consulting, Executive Search, Internet Recruiting, Talent Acquisition, Healthcare, Small Business, Networking, Staffing Services, Management, Screening, Business Networking, Hiring, Social Networking, Information Technology, CompTIA A+ Certification, Social Recruiting, Leadership, Microsoft Certified..., Interviewing, Full-cycle Recruiting, IT Recruitment, Sales
Education
Norwich University 2004 — 2006
MSIA, Information Assurance
University of Toledo 2011 — 2011
MBA, Executive MBA
Strayer University 2001 — 2003
BSIT, Computer Technologies
WeRank May 2014 - Present
ARG Healthcare Recruiting May 2012 - Present
endevis April 2011 - April 2012
Search One September 2009 - April 2011
New York Life Insurance Company August 2007 - September 2009
Common Wealth Planning April 2007 - August 2007
US Navy May 1997 - May 2007
Skills
SEO, Search Engine Ranking, Marketing Strategy, Online Reputation..., Online Advertising, Pay Per Call, Local Search, Local Search..., Mobile Marketing, Entrepreneurship, Video Marketing, Lead Generation, Website Development, Coaching, SEM, Web 2.0, Online Lead Generation, Business Development, Marketing, Recruiting, Team Building, Recruitment Advertising, Training, New Business Development, Cold Calling, Permanent Placement, Applicant Tracking..., Contract Recruitment, Consulting, Executive Search, Internet Recruiting, Talent Acquisition, Healthcare, Small Business, Networking, Staffing Services, Management, Screening, Business Networking, Hiring, Social Networking, Information Technology, CompTIA A+ Certification, Social Recruiting, Leadership, Microsoft Certified..., Interviewing, Full-cycle Recruiting, IT Recruitment, Sales
Education
Norwich University 2004 — 2006
MSIA, Information Assurance
University of Toledo 2011 — 2011
MBA, Executive MBA
Strayer University 2001 — 2003
BSIT, Computer Technologies
Helen Suh Helen Suh's New York Life Insurance Company Experience July 2010 - July 2011
Job Benefits Advisor at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt May 2014 - Present
Athletico February 2012 - March 2014
New York Life Insurance Company July 2010 - July 2011
Hewitt Associates May 2002 - November 2009
Bell + Howell August 2000 - July 2001
Skills
Retirement Planning, Employee Benefits, Insurance, Financial Planners, Pensions, Benefits Administration, Retirement, Health Insurance, Medicare, Medicare Advantage, Medicare Supplements, Medicare Prescription..., Medicare Part D, Healthcare Reimbursement, Microsoft Excel, Microsoft Office, Outlook, Tablets, Nook, Electronic..., Lotus Notes, Needs Assessment, Specialty Pharmaceutical, Prior Authorization, Therapeutic Massage, Therapeutic Modalities, Medical Exercise, COBRA, Long Term Care Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Whole Life, ERISA
Education
Oakton Community College 2014 — 2014
Medical Terminology
Trinity International University 1994 — 2000
MA, Counseling Psychology
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Psychology
Carl Sandburg High School 1986 — 1990
High School, 4.3
Northwestern University
Psychological Statistics
Aon Hewitt May 2014 - Present
Athletico February 2012 - March 2014
New York Life Insurance Company July 2010 - July 2011
Hewitt Associates May 2002 - November 2009
Bell + Howell August 2000 - July 2001
Skills
Retirement Planning, Employee Benefits, Insurance, Financial Planners, Pensions, Benefits Administration, Retirement, Health Insurance, Medicare, Medicare Advantage, Medicare Supplements, Medicare Prescription..., Medicare Part D, Healthcare Reimbursement, Microsoft Excel, Microsoft Office, Outlook, Tablets, Nook, Electronic..., Lotus Notes, Needs Assessment, Specialty Pharmaceutical, Prior Authorization, Therapeutic Massage, Therapeutic Modalities, Medical Exercise, COBRA, Long Term Care Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Whole Life, ERISA
Education
Oakton Community College 2014 — 2014
Medical Terminology
Trinity International University 1994 — 2000
MA, Counseling Psychology
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Psychology
Carl Sandburg High School 1986 — 1990
High School, 4.3
Northwestern University
Psychological Statistics
Jason Schumann Jason Schumann's New York Life Insurance Company Experience June 2014 - June 2015
Job Business Development Manager at Volt Workforce Solutions
Industry Insurance
Experience
New York Life Insurance Company June 2014 - June 2015
Versique Search & Consulting July 2013 - January 2014
Aerotek April 2012 - June 2013
Skills
Account Management, Staffing Services, Talent Acquisition, Networking, Sourcing, Customer Service, Applicant Tracking..., Human Resources, Internet Recruiting, Temporary Placement, Outlook, Research, Pipeline Development, Onboarding, Interview Preparation
Education
Northwestern College 2007 — 2011
Bachelor's degree
Chisago Lakes High School 2003 — 2007
New York Life Insurance Company June 2014 - June 2015
Versique Search & Consulting July 2013 - January 2014
Aerotek April 2012 - June 2013
Skills
Account Management, Staffing Services, Talent Acquisition, Networking, Sourcing, Customer Service, Applicant Tracking..., Human Resources, Internet Recruiting, Temporary Placement, Outlook, Research, Pipeline Development, Onboarding, Interview Preparation
Education
Northwestern College 2007 — 2011
Bachelor's degree
Chisago Lakes High School 2003 — 2007
Thomas Fields's New York Life Insurance Company Experience April 2008 - Present
Job Insight Wealth Strategies
Industry Financial Services
Experience
Insight Wealth Strategies August 2012 - Present
Eagle Strategies, LLC July 2012 - Present
NYLIFE Securities LLC July 2008 - Present
New York Life Insurance Company April 2008 - Present
Skills
Estate Planning, Legacies, Multi-generational..., Wealth Preservation..., Protection..., Key Person Protection, Multi-generational..., 401k Rollovers
Education
Franklin University
Financial Planning and Services
Northwest State Community College
Business Administration and Management, General
Insight Wealth Strategies August 2012 - Present
Eagle Strategies, LLC July 2012 - Present
NYLIFE Securities LLC July 2008 - Present
New York Life Insurance Company April 2008 - Present
Skills
Estate Planning, Legacies, Multi-generational..., Wealth Preservation..., Protection..., Key Person Protection, Multi-generational..., 401k Rollovers
Education
Franklin University
Financial Planning and Services
Northwest State Community College
Business Administration and Management, General
Michael Cousineau's New York Life Insurance Company Experience Wholesale financial products to New York Life's agency system.Investment Product CounsultantNew York Life Distributors1993 - Present
Job Investment Product Counsultant at New York Life Distributors
Industry Financial Services
Experience
New York Life Insurance Company Wholesale financial products to New York Life's agency system.Investment Product CounsultantNew York Life Distributors1993 - Present
Skills
Retirement, IRAs, Retirement Planning, Fixed Annuities, 401k Rollovers, Securities, 401k, Mutual Funds, Series 6, Series 7, Strategic Financial..., Series 63, Insurance, Life Insurance, Estate Planning, Variable Annuities, Financial Services, Long Term Care Insurance, Investments, Financial Planners, Wealth Management, Wealth Accumulation, Disability Insurance, Asset Allocation, Roth IRA, College Savings Plans, Term Life Insurance, Wealth, Financial Advisory, Investment Advisory, Wealth Preservation..., Uniform Combined State..., Wealth Management..., Universal Life, Investment Strategies, Whole Life, Pensions, Personal Finance, Personal Financial..., Investment Management, Buy-sell Agreements, Annuity Sales, Retirement Savings, Series 24, Life & Health Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Financial Planning
Education
Northeastern University
New York Life Insurance Company Wholesale financial products to New York Life's agency system.Investment Product CounsultantNew York Life Distributors1993 - Present
Skills
Retirement, IRAs, Retirement Planning, Fixed Annuities, 401k Rollovers, Securities, 401k, Mutual Funds, Series 6, Series 7, Strategic Financial..., Series 63, Insurance, Life Insurance, Estate Planning, Variable Annuities, Financial Services, Long Term Care Insurance, Investments, Financial Planners, Wealth Management, Wealth Accumulation, Disability Insurance, Asset Allocation, Roth IRA, College Savings Plans, Term Life Insurance, Wealth, Financial Advisory, Investment Advisory, Wealth Preservation..., Uniform Combined State..., Wealth Management..., Universal Life, Investment Strategies, Whole Life, Pensions, Personal Finance, Personal Financial..., Investment Management, Buy-sell Agreements, Annuity Sales, Retirement Savings, Series 24, Life & Health Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Financial Planning
Education
Northeastern University
Dennis Featherstone Dennis Featherstone's New York Life Insurance Company Experience September 2011 - August 2013
Job District Coordinator at Federal Financial Group LLC
Industry Financial Services
Experience
Federal Financial Group LLC August 2013 - Present
New York Life Insurance Company September 2011 - August 2013
Service Corporation International 2001 - 2011
Skills
Retirement, Finance, Insurance, IRAs, Estate Planning, Fixed Annuities, Tax-advantaged..., Wealth Accumulation, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care
Education
Northwestern University 1977 — 1982
BA, Music
Henry Sibley Senior High Shool 1974 — 1977
Federal Financial Group LLC August 2013 - Present
New York Life Insurance Company September 2011 - August 2013
Service Corporation International 2001 - 2011
Skills
Retirement, Finance, Insurance, IRAs, Estate Planning, Fixed Annuities, Tax-advantaged..., Wealth Accumulation, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care
Education
Northwestern University 1977 — 1982
BA, Music
Henry Sibley Senior High Shool 1974 — 1977
Ed Weissenbach Ed Weissenbach's New York Life Insurance Company Experience 1982 - 2003
Job P.R. Director at Cascade Health Services
Industry Staffing and Recruiting
Experience
Cascade Health Services Senior Manager - MarketingPrincipal Financial GroupJanuary 2003 - April 2008
New York Life Insurance Company 1982 - 2003
Lawson, High School 1973 - 1982
Gallatin Mo. High School 1968 - 1973
Skills
Email Marketing, Marketing, Financial Services, Internal Communications, Marketing Communications, Direct Marketing, Series 6, Sales Management, Corporate Communications, Microsoft Word, Strategic Communications, Insurance, Marketing Strategy, Media Relations, Copywriting, Social Media
Education
Northwest Missouri State University 1965 — 1968
BS/Ed
University of Missouri-Columbia 1963 — 1965
Cascade Health Services Senior Manager - MarketingPrincipal Financial GroupJanuary 2003 - April 2008
New York Life Insurance Company 1982 - 2003
Lawson, High School 1973 - 1982
Gallatin Mo. High School 1968 - 1973
Skills
Email Marketing, Marketing, Financial Services, Internal Communications, Marketing Communications, Direct Marketing, Series 6, Sales Management, Corporate Communications, Microsoft Word, Strategic Communications, Insurance, Marketing Strategy, Media Relations, Copywriting, Social Media
Education
Northwest Missouri State University 1965 — 1968
BS/Ed
University of Missouri-Columbia 1963 — 1965
John T. Skaltsas's New York Life Insurance Company Experience November 1998 - Present
Job Financial Service Professional at Skaltsas Insurance & Financial Services, Inc.
Industry Financial Services
Experience
Skaltsas Insurance & Financial Services, Inc. January 2003 - Present
New York Life Insurance Company November 1998 - Present
NYLIFE Securities LLC November 1998 - Present
Duff & Phelps 1996 - 1998
Skills
Fixed Annuities, Life Insurance, Estate Planning, Insurance, Long Term Care Insurance, Retirement Planning, Key Person Protection, Buy-sell Agreements, 401k Rollovers, Asset Protection, Protection Planning /..., Succession Planning, Multi-generational..., Licensed in Long Term..., Business Insurance..., Wealth Preservation..., Education Funding..., Annuity Sales, Business Succession..., Lifetime Income..., Whole Life Insurance
Education
Northern Illinois University 1990 — 1994
BS
Skaltsas Insurance & Financial Services, Inc. January 2003 - Present
New York Life Insurance Company November 1998 - Present
NYLIFE Securities LLC November 1998 - Present
Duff & Phelps 1996 - 1998
Skills
Fixed Annuities, Life Insurance, Estate Planning, Insurance, Long Term Care Insurance, Retirement Planning, Key Person Protection, Buy-sell Agreements, 401k Rollovers, Asset Protection, Protection Planning /..., Succession Planning, Multi-generational..., Licensed in Long Term..., Business Insurance..., Wealth Preservation..., Education Funding..., Annuity Sales, Business Succession..., Lifetime Income..., Whole Life Insurance
Education
Northern Illinois University 1990 — 1994
BS
Ken Friberg Ken Friberg's New York Life Insurance Company Experience January 1979 - September 1999
Job Substitute Teacher at Middleton School District
Industry Education Management
Experience
Boise City School District March 2010 - Present
Meridian School District September 2009 - Present
Vallivue School District September 2009 - Present
Middleton School District September 2009 - Present
Caldwell School District September 2001 - June 2009
Nampa School District September 1999 - June 2000
New York Life Insurance Company January 1979 - September 1999
Olympia School District September 1975 - June 1977
Ontario School District 8- September 1974 - June 1975
Education
Northwest Nazarene University 1969 — 1974
Bachelor's, Elementary Education
Treasure Valley Community College
Mathematics
Boise City School District March 2010 - Present
Meridian School District September 2009 - Present
Vallivue School District September 2009 - Present
Middleton School District September 2009 - Present
Caldwell School District September 2001 - June 2009
Nampa School District September 1999 - June 2000
New York Life Insurance Company January 1979 - September 1999
Olympia School District September 1975 - June 1977
Ontario School District 8- September 1974 - June 1975
Education
Northwest Nazarene University 1969 — 1974
Bachelor's, Elementary Education
Treasure Valley Community College
Mathematics
Patricia Moulton Patricia Moulton's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping young families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
State Farm March 2010 - January 2014
State Representative David Blevins January 2012 - December 2013
State Farm August 2008 - March 2010
Skills
Licensed Life Insurance..., Education Funding..., Lifetime Income..., Retirement Planning, Long Term Care Insurance, Building Relationships, Creative Problem Solving, Customer Service, Communication, Multi-Tasking Skills, Writing
Education
University of Wyoming 2011 — 2014
Master's degree, Adult and Post Secondary Education
University of Wyoming 2007 — 2010
Bachelor's degree, Professional Child Development
Northwest College 2005 — 2007
Associate of Science (A.S.), Criminal Justice and Early Childhood
Powell High School 2002 — 2005
High School Diploma, General Studies
New York Life Insurance Company September 2015 - Present
State Farm March 2010 - January 2014
State Representative David Blevins January 2012 - December 2013
State Farm August 2008 - March 2010
Skills
Licensed Life Insurance..., Education Funding..., Lifetime Income..., Retirement Planning, Long Term Care Insurance, Building Relationships, Creative Problem Solving, Customer Service, Communication, Multi-Tasking Skills, Writing
Education
University of Wyoming 2011 — 2014
Master's degree, Adult and Post Secondary Education
University of Wyoming 2007 — 2010
Bachelor's degree, Professional Child Development
Northwest College 2005 — 2007
Associate of Science (A.S.), Criminal Justice and Early Childhood
Powell High School 2002 — 2005
High School Diploma, General Studies
Matthew Espinoza's New York Life Insurance Company Experience August 2015 - Present
Job Advisor
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Skills
Life Insurance, Health Insurance, Property, Commercial Insurance, Umbrella Insurance, Term Life Insurance
Education
Northwest Vista College
New York Life Insurance Company August 2015 - Present
Skills
Life Insurance, Health Insurance, Property, Commercial Insurance, Umbrella Insurance, Term Life Insurance
Education
Northwest Vista College
Tsigie Kumssa's New York Life Insurance Company Experience July 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Ratner Companies, Salon Cielo October 2013 - June 2015
Moni Invstor, LLC April 2012 - June 2015
Ratner Companies July 2005 - March 2013
Dante Salon and Wellness Spa July 2004 - July 2005
TC International Salon January 2001 - July 2004
Hair Cuttery August 1998 - January 2001
One wasington circle hotel July 1996 - December 2000
Skills
Life Insurance..., Annuity Sales, Retirement Planning, Small Business, Asset Protection, 401k Rollovers, Income Protection, Personal Finance, Strategic Planning
Education
NVCC, Springfield Beauty Accadamy, Armando Montelengo Real Estate Seminar 2009 — 2011
Associate's degree, Business, Management, Marketing, and Related Support Services
Northern Virginia Community College 2005 — 2011
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Northern Virginia Community College 2003 — 2011
Associate's Degree, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company July 2015 - Present
Ratner Companies, Salon Cielo October 2013 - June 2015
Moni Invstor, LLC April 2012 - June 2015
Ratner Companies July 2005 - March 2013
Dante Salon and Wellness Spa July 2004 - July 2005
TC International Salon January 2001 - July 2004
Hair Cuttery August 1998 - January 2001
One wasington circle hotel July 1996 - December 2000
Skills
Life Insurance..., Annuity Sales, Retirement Planning, Small Business, Asset Protection, 401k Rollovers, Income Protection, Personal Finance, Strategic Planning
Education
NVCC, Springfield Beauty Accadamy, Armando Montelengo Real Estate Seminar 2009 — 2011
Associate's degree, Business, Management, Marketing, and Related Support Services
Northern Virginia Community College 2005 — 2011
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Northern Virginia Community College 2003 — 2011
Associate's Degree, Business, Management, Marketing, and Related Support Services
Brooke Callaman's New York Life Insurance Company Experience December 2006 - September 2007
Job Sr. Technical Recruiter at TekMasters
Industry Defense & Space
Experience
TekMasters August 2015 - Present
Strategic Operational Solutions February 2015 - July 2015
ITility, LLC January 2014 - February 2015
ITility, LLC September 2013 - January 2014
OUSD(C) Financial Improvement and Audit Readiness Directorate January 2013 - September 2013
Triumph Enterprises, Inc July 2012 - December 2012
Systems Planning and Analysis, Inc 2010 - 2012
Alzheimer’s Association March 2008 - December 2010
New York Life Insurance Company December 2006 - September 2007
Sagent Partners August 2006 - December 2006
Skills
Administrative..., Data Entry, Customer Service, Microsoft Excel, PowerPoint, Calendaring, Calendars, Expense Reports, DoD, Travel Arrangements, Human Resources, Analysis, Office Management, Administrative..., Program Management, Government, Microsoft Office, Management, Interviews, Leadership
Education
Northern Virginia Community College 2003 — 2005
Associates, Liberal Arts; Psychology
Fairfax High School
General Studies Diploma, Psychology
TekMasters August 2015 - Present
Strategic Operational Solutions February 2015 - July 2015
ITility, LLC January 2014 - February 2015
ITility, LLC September 2013 - January 2014
OUSD(C) Financial Improvement and Audit Readiness Directorate January 2013 - September 2013
Triumph Enterprises, Inc July 2012 - December 2012
Systems Planning and Analysis, Inc 2010 - 2012
Alzheimer’s Association March 2008 - December 2010
New York Life Insurance Company December 2006 - September 2007
Sagent Partners August 2006 - December 2006
Skills
Administrative..., Data Entry, Customer Service, Microsoft Excel, PowerPoint, Calendaring, Calendars, Expense Reports, DoD, Travel Arrangements, Human Resources, Analysis, Office Management, Administrative..., Program Management, Government, Microsoft Office, Management, Interviews, Leadership
Education
Northern Virginia Community College 2003 — 2005
Associates, Liberal Arts; Psychology
Fairfax High School
General Studies Diploma, Psychology
Jaime Lima's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life Insurance helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Marine Special Operations School June 2012 - May 2015
3D Marines Special Operations Battalion March 2008 - June 2012
3D Battalion 4th Marine Regiment - Weapons Company September 2003 - March 2008
Skills
Special Operations, Security Clearance, Military, Leadership Development, Adult Education, Teaching, Public Speaking, Military Operations, Command, Leadership, Training, Security, Higher Education, Curriculum Development, Policy, Marine Corps, Military Experience, National Security, DoD, Employee Training, Operational Planning, Force Protection
Education
Norwich University
Pursuing Bachelors of Science in Strategic Studies and Defense Analysis
Military Occupational Specialty Schools
Various Military and Contracted Courses
New York Life Insurance Company April 2015 - Present
Marine Special Operations School June 2012 - May 2015
3D Marines Special Operations Battalion March 2008 - June 2012
3D Battalion 4th Marine Regiment - Weapons Company September 2003 - March 2008
Skills
Special Operations, Security Clearance, Military, Leadership Development, Adult Education, Teaching, Public Speaking, Military Operations, Command, Leadership, Training, Security, Higher Education, Curriculum Development, Policy, Marine Corps, Military Experience, National Security, DoD, Employee Training, Operational Planning, Force Protection
Education
Norwich University
Pursuing Bachelors of Science in Strategic Studies and Defense Analysis
Military Occupational Specialty Schools
Various Military and Contracted Courses
Mitchell Corn Mitchell Corn's New York Life Insurance Company Experience November 2014 - July 2015
Job Life Insurance Underwriter at Protective Life
Industry Insurance
Experience
Protective Life July 2015 - Present
New York Life Insurance Company November 2014 - July 2015
MetLife 1997 - July 2014
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Northeastern University
Bachelor of Science, Business Administration
Protective Life July 2015 - Present
New York Life Insurance Company November 2014 - July 2015
MetLife 1997 - July 2014
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Northeastern University
Bachelor of Science, Business Administration
Ian Bertini Ian Bertini's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping individuals and families achieve financial security and peace of mind.
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Goosehead Insurance Agency November 2014 - April 2015
Cavender Auto Group December 2013 - November 2014
Nationwide Insurance 2011 - November 2013
Nationwide Insurance June 2008 - November 2011
Nationwide Insurance April 2007 - September 2008
Nationwide Insurance June 2006 - April 2007
Visionworks 1998 - June 2006
Skills
Insurance, Training, Leadership, Customer Retention, Coaching, Performance Management, General Insurance, Licensed Life and..., Lead Generation, Teamwork, Sales Process, Relationship Building, Customer Service, Sales, Property & Casualty..., Marketing
Education
Northwest Vista College 2002 — 2003
Business Administration and Management, General
John Marshall High School
New York Life Insurance Company May 2015 - Present
Goosehead Insurance Agency November 2014 - April 2015
Cavender Auto Group December 2013 - November 2014
Nationwide Insurance 2011 - November 2013
Nationwide Insurance June 2008 - November 2011
Nationwide Insurance April 2007 - September 2008
Nationwide Insurance June 2006 - April 2007
Visionworks 1998 - June 2006
Skills
Insurance, Training, Leadership, Customer Retention, Coaching, Performance Management, General Insurance, Licensed Life and..., Lead Generation, Teamwork, Sales Process, Relationship Building, Customer Service, Sales, Property & Casualty..., Marketing
Education
Northwest Vista College 2002 — 2003
Business Administration and Management, General
John Marshall High School
Kit Tingpalpong Kit Tingpalpong's New York Life Insurance Company Experience January 2003 - December 2003
Job Life Insurance, Guaranteed Savings & Income Strategies
Industry Insurance
Experience
The Auto Club Group December 2010 - Present
Angels Financial LLC March 2006 - December 2010
Modern Woodmen of America January 2004 - September 2006
New York Life Insurance Company January 2003 - December 2003
Skills
Customer Service, Change Management, Management, Business Development, Sales, Insurance, Team Building, Event Planning, Marketing Communications, Event Management, Annuity Sales, Universal Life, Term Life Insurance, Life Insurance, Research, Strategic Planning, Whole Life, Call Centers, Fixed Annuities, Health Insurance, Retirement Planning, Retirement Savings, Long-term Care, Long Term Care Insurance, Disability Insurance, Retirement, Leadership, Employee Benefits, Accident, Liability, Small Business, Underwriting, Estate Planning, Brokers, Financial Services, Investments, Risk Management, Financial Advisory, Talent Management, Training, Coaching, Buy-sell Agreements, IRAs, Financial Planners, Cold Calling, Key Person Insurance, Analysis, Licensed Life, Customer Satisfaction, Leadership Development
Education
University of Nebraska at Omaha 1996 — 1998
Bachelor's degree, Business Administration and Management, General
University of Missouri-Rolla 1994 — 1996
Bachelor's degree, Engineering/Industrial Management
Northwest Missouri State University 1991 — 1994
Bachelor's degree, Communications, 3.0
The Auto Club Group December 2010 - Present
Angels Financial LLC March 2006 - December 2010
Modern Woodmen of America January 2004 - September 2006
New York Life Insurance Company January 2003 - December 2003
Skills
Customer Service, Change Management, Management, Business Development, Sales, Insurance, Team Building, Event Planning, Marketing Communications, Event Management, Annuity Sales, Universal Life, Term Life Insurance, Life Insurance, Research, Strategic Planning, Whole Life, Call Centers, Fixed Annuities, Health Insurance, Retirement Planning, Retirement Savings, Long-term Care, Long Term Care Insurance, Disability Insurance, Retirement, Leadership, Employee Benefits, Accident, Liability, Small Business, Underwriting, Estate Planning, Brokers, Financial Services, Investments, Risk Management, Financial Advisory, Talent Management, Training, Coaching, Buy-sell Agreements, IRAs, Financial Planners, Cold Calling, Key Person Insurance, Analysis, Licensed Life, Customer Satisfaction, Leadership Development
Education
University of Nebraska at Omaha 1996 — 1998
Bachelor's degree, Business Administration and Management, General
University of Missouri-Rolla 1994 — 1996
Bachelor's degree, Engineering/Industrial Management
Northwest Missouri State University 1991 — 1994
Bachelor's degree, Communications, 3.0
Maureen McSherry Kesler Maureen McSherry Kesler's New York Life Insurance Company Experience January 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Individual & Family Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company January 2015 - Present
The Kesler Group International February 1990 - March 2015
Interior Designer October 2010 - May 2011
Parc Monceau, Westport, CT October 2010 - May 2011
Greenwich Capital Markets March 1986 - February 1991
Ingersoll Rand Company 1974 - 1985
Skills
Long-Term Planning, Business Protection, Gifting Strategies, Small Business, Annuity Sales, Protection..., Retirement Planning, Licensed Life Insurance..., Estate Planning, Team Building, Interior Design, Sales, Art, Textiles, Illustrator, Sketching, Concept Design, Microsoft Excel
Education
Norwalk Community College 2005 — 2012
Associate of Arts (AA), Interior Design, Cum Laude
The University of Manchester 1984 — 1985
Undergraduate Work, History
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company January 2015 - Present
The Kesler Group International February 1990 - March 2015
Interior Designer October 2010 - May 2011
Parc Monceau, Westport, CT October 2010 - May 2011
Greenwich Capital Markets March 1986 - February 1991
Ingersoll Rand Company 1974 - 1985
Skills
Long-Term Planning, Business Protection, Gifting Strategies, Small Business, Annuity Sales, Protection..., Retirement Planning, Licensed Life Insurance..., Estate Planning, Team Building, Interior Design, Sales, Art, Textiles, Illustrator, Sketching, Concept Design, Microsoft Excel
Education
Norwalk Community College 2005 — 2012
Associate of Arts (AA), Interior Design, Cum Laude
The University of Manchester 1984 — 1985
Undergraduate Work, History
David Hoffarth David Hoffarth's New York Life Insurance Company Experience December 2014 - Present
Job Agent New York Life Insurance Company
Industry
Experience
New York Life Insurance Company December 2014 - Present
Blackridge builders March 2004 - December 2014
Skills
Customer Service, Sales, Insurance, Microsoft Office, Leadership, Marketing, Public Speaking, Team Building, Social Media, New Business Development
Education
Central High School, Northwest Technical College East Grand Forks, UND 1995 — 1998
Respiratory Therapist AAS, Respiratory Care Therapy/Therapist Carpentry Sociology
Northwest Technical College 1995 — 1998
Respiratory Care Therapy/Therapist
New York Life Insurance Company December 2014 - Present
Blackridge builders March 2004 - December 2014
Skills
Customer Service, Sales, Insurance, Microsoft Office, Leadership, Marketing, Public Speaking, Team Building, Social Media, New Business Development
Education
Central High School, Northwest Technical College East Grand Forks, UND 1995 — 1998
Respiratory Therapist AAS, Respiratory Care Therapy/Therapist Carpentry Sociology
Northwest Technical College 1995 — 1998
Respiratory Care Therapy/Therapist
Priyanka Shetty's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
Sprint March 2008 - May 2015
Walgreens May 2005 - March 2008
Northern Illinois Univ May 2005 - May 2007
Walgreens August 2002 - April 2005
Skills
Customer Service, Human Resources, Sales, Customer Satisfaction, Team Building, Business Development, Inventory Management, Leadership, Management, Microsoft Office, Account Management, Microsoft Excel, New Business Development, Customer Retention, CRM, Sales Management, Team Leadership, Sales Process, Time Management, PowerPoint, Retail, Training
Education
Northern Illinois University 2003 — 2007
Bachelor of Science, Organizational Management
SDM
Bachelor of Business Administration (B.B.A.), Organizational Management
New York Life Insurance Company May 2015 - Present
Sprint March 2008 - May 2015
Walgreens May 2005 - March 2008
Northern Illinois Univ May 2005 - May 2007
Walgreens August 2002 - April 2005
Skills
Customer Service, Human Resources, Sales, Customer Satisfaction, Team Building, Business Development, Inventory Management, Leadership, Management, Microsoft Office, Account Management, Microsoft Excel, New Business Development, Customer Retention, CRM, Sales Management, Team Leadership, Sales Process, Time Management, PowerPoint, Retail, Training
Education
Northern Illinois University 2003 — 2007
Bachelor of Science, Organizational Management
SDM
Bachelor of Business Administration (B.B.A.), Organizational Management
Denise (Washko) Barr's New York Life Insurance Company Experience September 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Landmark Worldwide 2013 - Present
Ooch World February 2011 - Present
Coaching for Possibility June 2014 - April 2015
The Ocean Project 2005 - 2009
Buzzards Bay Coalition 2001 - 2003
California Coastkeeper Alliance 1999 - 2001
Environment Now Foundation 1997 - 1999
Big Brothers Big Sisters of Greater Los Angeles 1997 - 1997
Children and Family Services, State of Arizona 1993 - 1996
Skills
Fundraising, Event Planning, Nonprofits, Public Speaking, Community Outreach, Research, Project Management, Life Coaching, Partnership-building, Management, Team Building, Leadership, Strategic Planning, Grant Writing, Training, Coaching, Program Management, Event Management
Education
ADD Coaching Academy 2013 — 2015
Professional ADHD Coaching
Prescott College 1996 — 1999
Master’s Degree, Ecopsychology
Northern Arizona University 1991 — 1993
BSW, Social Work
New York Life Insurance Company September 2015 - Present
Landmark Worldwide 2013 - Present
Ooch World February 2011 - Present
Coaching for Possibility June 2014 - April 2015
The Ocean Project 2005 - 2009
Buzzards Bay Coalition 2001 - 2003
California Coastkeeper Alliance 1999 - 2001
Environment Now Foundation 1997 - 1999
Big Brothers Big Sisters of Greater Los Angeles 1997 - 1997
Children and Family Services, State of Arizona 1993 - 1996
Skills
Fundraising, Event Planning, Nonprofits, Public Speaking, Community Outreach, Research, Project Management, Life Coaching, Partnership-building, Management, Team Building, Leadership, Strategic Planning, Grant Writing, Training, Coaching, Program Management, Event Management
Education
ADD Coaching Academy 2013 — 2015
Professional ADHD Coaching
Prescott College 1996 — 1999
Master’s Degree, Ecopsychology
Northern Arizona University 1991 — 1993
BSW, Social Work
Michael Farnham Michael Farnham's New York Life Insurance Company Experience 2015 - Present
Job Financial Services Professional with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
Skills
Financial Services, Retirement Planning, Investments, Life Insurance, Insurance, Customer Service, Sales
Education
Northern Arizona University 2008 — 2013
Bachelor’s Degree
New York Life Insurance Company 2015 - Present
Skills
Financial Services, Retirement Planning, Investments, Life Insurance, Insurance, Customer Service, Sales
Education
Northern Arizona University 2008 — 2013
Bachelor’s Degree
Evan Nienas Evan Nienas's New York Life Insurance Company Experience June 2015 - Present
Job Administrative Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company August 2014 - June 2015
Northern Arizona Center for Entrepreneurship and Technology January 2014 - April 2014
NiMarcos' Pizza March 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Financial Analysis, Microsoft Office, Administrative..., Social Networking
Education
Northern Arizona University 2010 — 2014
Bachelor of Applied Science (BASc), Finance, General
Red Mountain High School 2006 — 2010
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company August 2014 - June 2015
Northern Arizona Center for Entrepreneurship and Technology January 2014 - April 2014
NiMarcos' Pizza March 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Financial Analysis, Microsoft Office, Administrative..., Social Networking
Education
Northern Arizona University 2010 — 2014
Bachelor of Applied Science (BASc), Finance, General
Red Mountain High School 2006 — 2010
Claren Gustkey's New York Life Insurance Company Experience September 2013 - March 2014
Job Health advocate
Industry Professional Training & Coaching
Experience
Independent Beachbody Coach June 2014 - Present
Lebanon Community Unit School District #9 September 2014 - June 2015
Marathon Management March 2014 - September 2014
Morley Thomas Law Firm April 2014 - July 2014
New York Life Insurance Company September 2013 - March 2014
Scottsdale Unified School District June 2012 - June 2013
Self Contracted August 2006 - May 2012
Northern Arizona University August 2010 - December 2011
The Salvation Army June 2011 - August 2011
Starbucks August 2007 - August 2008
Skills
Mathematics, Relationship Building, Teaching, Performance Motivation, Small Business, Personal Development, Team Building, Team Motivation, Nutrition, Working With Clients, Personal Branding, Personal Training, Holistic Health, Tutoring, Speed Reading, Social Media, Social Networking, Social Skills, Self-confidence, Long-term Customer...
Education
Northern Arizona University 2009 — 2012
BS, Mathematics Education
Independent Beachbody Coach June 2014 - Present
Lebanon Community Unit School District #9 September 2014 - June 2015
Marathon Management March 2014 - September 2014
Morley Thomas Law Firm April 2014 - July 2014
New York Life Insurance Company September 2013 - March 2014
Scottsdale Unified School District June 2012 - June 2013
Self Contracted August 2006 - May 2012
Northern Arizona University August 2010 - December 2011
The Salvation Army June 2011 - August 2011
Starbucks August 2007 - August 2008
Skills
Mathematics, Relationship Building, Teaching, Performance Motivation, Small Business, Personal Development, Team Building, Team Motivation, Nutrition, Working With Clients, Personal Branding, Personal Training, Holistic Health, Tutoring, Speed Reading, Social Media, Social Networking, Social Skills, Self-confidence, Long-term Customer...
Education
Northern Arizona University 2009 — 2012
BS, Mathematics Education
Paul Beggan Paul Beggan's New York Life Insurance Company Experience May 1985 - Present
Job Principal, The Incentive Group, LLC
Industry Insurance
Experience
The Incentive Group, LLC January 1999 - Present
New York Life Insurance Company May 1985 - Present
Beggan Financial May 1985 - January 1999
Skills
-, Retirement Planning, Strategic Planning, Long-term Care, Estate Planning
Education
Northeastern University
Bachelor, Engineering
The Incentive Group, LLC January 1999 - Present
New York Life Insurance Company May 1985 - Present
Beggan Financial May 1985 - January 1999
Skills
-, Retirement Planning, Strategic Planning, Long-term Care, Estate Planning
Education
Northeastern University
Bachelor, Engineering
Justin Howes's New York Life Insurance Company Experience January 2009 - January 2012
Job Business Voice & Data Networking Specialist
Industry Telecommunications
Experience
Granite Telecommunications January 2015 - Present
Granite Telecommunications February 2012 - December 2014
New York Life Insurance Company January 2009 - January 2012
New York Life Insurance/ NYLife Securities January 2009 - January 2012
HealthMarkets July 2008 - December 2009
General Warranty Services November 2007 - December 2009
Skills
Telecommunications, Small Business, Insurance, Long-term Care, Retirement, POTS, Series 7, MPLS, Mortgage Lending, Series 6, Financial Services, IRAs, Retirement Planning, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Life Insurance, Strategic Financial..., Employee Benefits, Investments, SIP Trunking, Series 63, Whole Life, Wealth Management, Financial Planning, Estate Planning, Health Insurance, Mutual Funds, Life & Health Insurance..., Securities, Term Life Insurance, College Savings Plans, Leadership, Numbness, Alcohol Licensing, Safari, Web Applications, Member of Mensa, Irish Literature, Data Manipulation, Extending Offers, Baby Blessings, Obstructive Sleep Apnea, Pinot Noir, Picture Books, Great Personality, Think Tank, Silver Sneakers, Animal Surgery, Anti Money Laundering
Education
Northern Essex Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics
Haverhill High School 2001 — 2005
Granite Telecommunications January 2015 - Present
Granite Telecommunications February 2012 - December 2014
New York Life Insurance Company January 2009 - January 2012
New York Life Insurance/ NYLife Securities January 2009 - January 2012
HealthMarkets July 2008 - December 2009
General Warranty Services November 2007 - December 2009
Skills
Telecommunications, Small Business, Insurance, Long-term Care, Retirement, POTS, Series 7, MPLS, Mortgage Lending, Series 6, Financial Services, IRAs, Retirement Planning, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Life Insurance, Strategic Financial..., Employee Benefits, Investments, SIP Trunking, Series 63, Whole Life, Wealth Management, Financial Planning, Estate Planning, Health Insurance, Mutual Funds, Life & Health Insurance..., Securities, Term Life Insurance, College Savings Plans, Leadership, Numbness, Alcohol Licensing, Safari, Web Applications, Member of Mensa, Irish Literature, Data Manipulation, Extending Offers, Baby Blessings, Obstructive Sleep Apnea, Pinot Noir, Picture Books, Great Personality, Think Tank, Silver Sneakers, Animal Surgery, Anti Money Laundering
Education
Northern Essex Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics
Haverhill High School 2001 — 2005
Brittney Alden- Windsand's New York Life Insurance Company Experience February 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Events Services
Experience
New York Life Insurance Company February 2015 - Present
Harris Teeter January 2012 - May 2015
The Blossom Shop May 2011 - December 2011
Weddings by Nicole August 2010 - May 2011
Option 1 Credit union January 2010 - May 2011
Skills
Life Insurance..., Key Person Protection, Customer Service, Seminar Marketing, Retirement Planning, Leadership, Management, Event Coordination, Time Management, Team Building, Marketing, Asset Protection, Income Protection, Supplements to Employee..., Social Media Marketing, Problem Solving, Personal Finance, Synergy and Symitar..., Public Relations, Social Media, Strategic Planning, Communication, Finance, Microsoft Excel
Education
Northern Michigan University 2005 — 2009
Bachelor’s Degree, Entreprenuership and Economics
New York Life Insurance Company February 2015 - Present
Harris Teeter January 2012 - May 2015
The Blossom Shop May 2011 - December 2011
Weddings by Nicole August 2010 - May 2011
Option 1 Credit union January 2010 - May 2011
Skills
Life Insurance..., Key Person Protection, Customer Service, Seminar Marketing, Retirement Planning, Leadership, Management, Event Coordination, Time Management, Team Building, Marketing, Asset Protection, Income Protection, Supplements to Employee..., Social Media Marketing, Problem Solving, Personal Finance, Synergy and Symitar..., Public Relations, Social Media, Strategic Planning, Communication, Finance, Microsoft Excel
Education
Northern Michigan University 2005 — 2009
Bachelor’s Degree, Entreprenuership and Economics
Mandy D.M. York's New York Life Insurance Company Experience July 2014 - November 2014
Job Compassionate Leader
Industry Nonprofit Organization Management
Experience
Senior Services of Northern Kentucky November 2014 - Present
New York Life Insurance Company July 2014 - November 2014
Gap Inc. September 2009 - May 2014
Toyota Motor Engineering and Manufacturing North America 2003 - 2008
Landstar, Inc. 2000 - 2003
Skills
Project Management, Organizational..., Project Planning, Change Management, Strategy, Supply Chain Management, Microsoft Excel, Microsoft Office, Building Key..., Organizational..., Organizational Alignment, Permanent Life Insurance, Research Design, Term Life Insurance, Licensed in Long Term..., Business Insurance..., Estate Planning, Retirement Planning, Protection..., Life Insurance..., Education Funding..., Organizational..., Organizational Dynamics, Organizational Growth, Microsoft Word, PowerPoint, Business Networking, Insurance, Licensed Life Insurance..., Multi-Generational..., Networking, Leadership, Team Building, Process Improvement, Management, Logistics, Cross-functional Team..., Operations Management, Customer Service, Strategic Planning, Purchasing
Education
Northern Kentucky University 2008 — 2012
BA, Organizational Leadership, Psychology, 3.26
Owen County High School 1993 — 1997
Diploma
Senior Services of Northern Kentucky November 2014 - Present
New York Life Insurance Company July 2014 - November 2014
Gap Inc. September 2009 - May 2014
Toyota Motor Engineering and Manufacturing North America 2003 - 2008
Landstar, Inc. 2000 - 2003
Skills
Project Management, Organizational..., Project Planning, Change Management, Strategy, Supply Chain Management, Microsoft Excel, Microsoft Office, Building Key..., Organizational..., Organizational Alignment, Permanent Life Insurance, Research Design, Term Life Insurance, Licensed in Long Term..., Business Insurance..., Estate Planning, Retirement Planning, Protection..., Life Insurance..., Education Funding..., Organizational..., Organizational Dynamics, Organizational Growth, Microsoft Word, PowerPoint, Business Networking, Insurance, Licensed Life Insurance..., Multi-Generational..., Networking, Leadership, Team Building, Process Improvement, Management, Logistics, Cross-functional Team..., Operations Management, Customer Service, Strategic Planning, Purchasing
Education
Northern Kentucky University 2008 — 2012
BA, Organizational Leadership, Psychology, 3.26
Owen County High School 1993 — 1997
Diploma
Victoria Layne Sablan Victoria Layne Sablan's New York Life Insurance Company Experience January 2013 - May 2013
Job Assistant, University of Hawaii Board of Regents
Industry Higher Education
Experience
The University of Hawaii Board of Regents January 2014 - Present
Hawaii Pacific Entertainment June 2013 - September 2013
Hawaii Pacific Entertainment May 2013 - June 2013
William S. Richardson School of Law August 2008 - June 2013
New York Life Insurance Company January 2013 - May 2013
Hawaii Pacific Entertainment January 2013 - May 2013
IT&E Telecommunications June 2007 - July 2008
Skills
Event Management, Advertising, Marketing, Press Releases, Customer Service, Social Media Marketing, Social Media, Event Planning, Marketing Communications, Social Networking, Marketing Strategy, Public Relations, Online Advertising, Microsoft Office, PowerPoint, Fundraising, Public Speaking, Non-profits, Microsoft Excel, Budgets, Research, Higher Education, Leadership Development, Nonprofits, Sales, Facebook
Education
University of Hawaii - College of Business Administration 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Northern Marianas College
The University of Hawaii Board of Regents January 2014 - Present
Hawaii Pacific Entertainment June 2013 - September 2013
Hawaii Pacific Entertainment May 2013 - June 2013
William S. Richardson School of Law August 2008 - June 2013
New York Life Insurance Company January 2013 - May 2013
Hawaii Pacific Entertainment January 2013 - May 2013
IT&E Telecommunications June 2007 - July 2008
Skills
Event Management, Advertising, Marketing, Press Releases, Customer Service, Social Media Marketing, Social Media, Event Planning, Marketing Communications, Social Networking, Marketing Strategy, Public Relations, Online Advertising, Microsoft Office, PowerPoint, Fundraising, Public Speaking, Non-profits, Microsoft Excel, Budgets, Research, Higher Education, Leadership Development, Nonprofits, Sales, Facebook
Education
University of Hawaii - College of Business Administration 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Northern Marianas College
Juan F. Ibarra's New York Life Insurance Company Experience December 2009 - January 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
NYLIFE Securities LLC May 2010 - January 2015
New York Life Insurance Company December 2009 - January 2015
New York Life Insurance Company September 2012 - August 2013
The University of Arizona Office of Undergraduate Admissions May 2008 - December 2009
University of Arizona James E Rogers College of Law July 2007 - May 2008
University of Arizona James E Rogers College of Law Library November 2003 - July 2007
University of Arizona Residence Life - Conference Services 2003 - 2005
Skills
Insurance, Life Insurance, Retirement Planning, Retirement, Time Management, Financial Services, Term Life Insurance, Estate Planning, Succession Planning, Small Business, Public Speaking, Business Succession..., Communication, Multi-Tasking, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Buy-sell Agreements, Costumer Satisfaction, Direct Sales, Grandchild Gifting, IRA Rollovers, Legacy Planning, Networking, Permanent Life Insurance, Personal Finance, Relationship Management, Risk Management, Supplements to Employee..., Leadership, Wealth Transfer..., Business Insurance..., Key Person Insurance, Legacies, Multi-generational..., Lifetime Income..., Problem Solving, Customer Retention, Gifting Strategies
Education
Northern Arizona University 2007 — 2009
M.Ed., Educational Leadership
University of Arizona 2002 — 2006
Bachelor of Arts, Communication
Northwestern Mutual February 2015 - Present
NYLIFE Securities LLC May 2010 - January 2015
New York Life Insurance Company December 2009 - January 2015
New York Life Insurance Company September 2012 - August 2013
The University of Arizona Office of Undergraduate Admissions May 2008 - December 2009
University of Arizona James E Rogers College of Law July 2007 - May 2008
University of Arizona James E Rogers College of Law Library November 2003 - July 2007
University of Arizona Residence Life - Conference Services 2003 - 2005
Skills
Insurance, Life Insurance, Retirement Planning, Retirement, Time Management, Financial Services, Term Life Insurance, Estate Planning, Succession Planning, Small Business, Public Speaking, Business Succession..., Communication, Multi-Tasking, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Buy-sell Agreements, Costumer Satisfaction, Direct Sales, Grandchild Gifting, IRA Rollovers, Legacy Planning, Networking, Permanent Life Insurance, Personal Finance, Relationship Management, Risk Management, Supplements to Employee..., Leadership, Wealth Transfer..., Business Insurance..., Key Person Insurance, Legacies, Multi-generational..., Lifetime Income..., Problem Solving, Customer Retention, Gifting Strategies
Education
Northern Arizona University 2007 — 2009
M.Ed., Educational Leadership
University of Arizona 2002 — 2006
Bachelor of Arts, Communication
James Morecroft James Morecroft's New York Life Insurance Company Experience May 2012 - October 2014
Job Licensed Banker
Industry Financial Services
Experience
Citizens Bank January 2015 - Present
Referee's Crease 2013 - Present
New York Life Insurance Company May 2012 - October 2014
Master Networks 2014 - 2014
New England Medical Systems July 2011 - April 2012
Essex County Sheriff's Dept. August 1998 - August 2011
Glenn's Galley 1993 - 1995
Skills
Licensed Life Insurance..., Life Insurance, Key Person Protection, Disability Insurance, Time Management, Retirement, Multi-generational..., Long Term Care Insurance, Fixed Annuities, Protection..., Multi-generational..., Legacies, 401k Rollovers, Thought Leadership, Wealth Preservation..., Term Life Insurance, Estate Planning, Retirement Planning, Healthcare, Long-term Care, IRAs, Insurance, Multi-tasking Skills, Customer Service, Public Speaking, Finance, Investments, Financial Services
Education
Northern Essex Community College 1992 — 1995
Criminal Justice/Law Enforcement Administration
Amesbury High School 1989 — 1992
Citizens Bank January 2015 - Present
Referee's Crease 2013 - Present
New York Life Insurance Company May 2012 - October 2014
Master Networks 2014 - 2014
New England Medical Systems July 2011 - April 2012
Essex County Sheriff's Dept. August 1998 - August 2011
Glenn's Galley 1993 - 1995
Skills
Licensed Life Insurance..., Life Insurance, Key Person Protection, Disability Insurance, Time Management, Retirement, Multi-generational..., Long Term Care Insurance, Fixed Annuities, Protection..., Multi-generational..., Legacies, 401k Rollovers, Thought Leadership, Wealth Preservation..., Term Life Insurance, Estate Planning, Retirement Planning, Healthcare, Long-term Care, IRAs, Insurance, Multi-tasking Skills, Customer Service, Public Speaking, Finance, Investments, Financial Services
Education
Northern Essex Community College 1992 — 1995
Criminal Justice/Law Enforcement Administration
Amesbury High School 1989 — 1992
Ronald Zarrella's New York Life Insurance Company Experience October 1999 - Present
Job Corporate Vice President Field Technology at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1999 - Present
John Hancock Insurance Company May 1989 - September 1999
Skills
Strategic planning,..., Managing and developing..., Microsoft SharePoint..., Negotiating statements..., Social Media, Project Management, Agent Web Sites, Financial Services
Education
Northeastern University
Evening Classes, Information Technology
University of North Alabama
Bachelor's degree, Business Management
New York Life Insurance Company October 1999 - Present
John Hancock Insurance Company May 1989 - September 1999
Skills
Strategic planning,..., Managing and developing..., Microsoft SharePoint..., Negotiating statements..., Social Media, Project Management, Agent Web Sites, Financial Services
Education
Northeastern University
Evening Classes, Information Technology
University of North Alabama
Bachelor's degree, Business Management
Sean Gourley Sean Gourley's New York Life Insurance Company Experience 2013 - 2013
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2015 - Present
Wells Fargo 2014 - 2014
New York Life Insurance Company 2013 - 2013
Wells Fargo Bank 2007 - 2012
City of Houston 2006 - 2006
Tiger Holdings, Inc March 2002 - January 2005
Skills
Modern Standard Arabic, Arabic, Diplomacy, Terrorism, Emergency Response to..., International Relations, International Trade, International Trade..., International Liaison, Liaison, International Travel, Sales, Sales Management, Sales Operations, Operations Management, Management, Investments, Investment Banking, Investment Sales, Business Banking, Business Sales, Personal Finance, State & Local..., Relationship Management, Business Relationship..., Commercial Banking, Customer Service, Public Speaking, Leadership
Education
Norwich University 2010 — 2012
MA Diplomacy
University of Houston 2005 — 2006
BS International Economics, Minor: Middle Eastern Studies, Arabic Language
Texas A&M University 1997 — 2000
Genetics, Economics
Wells Fargo 2015 - Present
Wells Fargo 2014 - 2014
New York Life Insurance Company 2013 - 2013
Wells Fargo Bank 2007 - 2012
City of Houston 2006 - 2006
Tiger Holdings, Inc March 2002 - January 2005
Skills
Modern Standard Arabic, Arabic, Diplomacy, Terrorism, Emergency Response to..., International Relations, International Trade, International Trade..., International Liaison, Liaison, International Travel, Sales, Sales Management, Sales Operations, Operations Management, Management, Investments, Investment Banking, Investment Sales, Business Banking, Business Sales, Personal Finance, State & Local..., Relationship Management, Business Relationship..., Commercial Banking, Customer Service, Public Speaking, Leadership
Education
Norwich University 2010 — 2012
MA Diplomacy
University of Houston 2005 — 2006
BS International Economics, Minor: Middle Eastern Studies, Arabic Language
Texas A&M University 1997 — 2000
Genetics, Economics
Robert A. Tony Nienaber's New York Life Insurance Company Experience June 1978 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
The Lyon Group, LLC 2009 - Present
NYLIFE Securities LLC June 1978 - Present
New York Life Insurance Company June 1978 - Present
Nienaber & Associates 1994 - 2009
Skills
Retirement, Licensed Life Insurance..., Employee Benefits..., Customer Service, Life Insurance, Securities, Sales, Finance, New Business Development, Long Term Care Insurance, Investments, Multi-Tasking Skills, Annuity Sales, 401 (k) Rollovers, Asset Protection, Healthcare, Microsoft Excel, Microsoft Office, Budgets, Customer Relations, Supplements to Employee...
Education
Northern Kentucky University 1971 — 1976
Covington Latin School
The Lyon Group, LLC 2009 - Present
NYLIFE Securities LLC June 1978 - Present
New York Life Insurance Company June 1978 - Present
Nienaber & Associates 1994 - 2009
Skills
Retirement, Licensed Life Insurance..., Employee Benefits..., Customer Service, Life Insurance, Securities, Sales, Finance, New Business Development, Long Term Care Insurance, Investments, Multi-Tasking Skills, Annuity Sales, 401 (k) Rollovers, Asset Protection, Healthcare, Microsoft Excel, Microsoft Office, Budgets, Customer Relations, Supplements to Employee...
Education
Northern Kentucky University 1971 — 1976
Covington Latin School
Eric Bucci Eric Bucci's New York Life Insurance Company Experience 2008 - 2010
Job VP, Operational Risk Mgmt at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank 2014 - Present
Bank of America 2010 - 2014
New York Life Insurance Company 2008 - 2010
Capital One Financial Corporation, Richmond 1999 - 2007
KDL Technologies, Hong Kong 1996 - 1998
Andersen Consulting 1987 - 1990
Skills
Credit Cards, Financial Services, Banking, Project Management, Business Process..., Lean Transformation, Six Sigma, Program Management, Mortgage Servicing, Internal Communications, Business Strategy, Team Leadership, Mortgage Lending, Financial Regulation, Consulting, International Business, Asian Business, Certified Green Belt, Business Analysis, E-commerce, Manage Complex Projects, Project Portfolio..., Business Process, Relationship Management, Analytics, Portfolio Management, Driving Results, Quality Control, Communication Skills
Education
Northwestern University
B.A., Economics
The University of Texas at Austin
M.S.
SunTrust Bank 2014 - Present
Bank of America 2010 - 2014
New York Life Insurance Company 2008 - 2010
Capital One Financial Corporation, Richmond 1999 - 2007
KDL Technologies, Hong Kong 1996 - 1998
Andersen Consulting 1987 - 1990
Skills
Credit Cards, Financial Services, Banking, Project Management, Business Process..., Lean Transformation, Six Sigma, Program Management, Mortgage Servicing, Internal Communications, Business Strategy, Team Leadership, Mortgage Lending, Financial Regulation, Consulting, International Business, Asian Business, Certified Green Belt, Business Analysis, E-commerce, Manage Complex Projects, Project Portfolio..., Business Process, Relationship Management, Analytics, Portfolio Management, Driving Results, Quality Control, Communication Skills
Education
Northwestern University
B.A., Economics
The University of Texas at Austin
M.S.
Aaron McLaughlin's New York Life Insurance Company Experience 2005 - 2008
Job Director of Marketing at Capital Remodeling, Inc.
Industry Consumer Services
Experience
Capital Remodeling, Inc. February 2015 - Present
Highkicks Taekwondo & Children's Academy June 2014 - February 2015
Xerox January 2014 - June 2014
Gold's Gym January 2008 - January 2014
New York Life Insurance Company 2005 - 2008
Skills
Closing Business, Closing Abilities, Sales, sales management, Marketing, Customer Service, New Business Development, Sales Operations, Sales Leadership..., Technical Sales..., Personal Training, Strength Training, Martial Arts, Fitness Training, Nutrition, Weight Training, Wellness, Wellness Coaching, Sports Nutrition, Stretching, Functional Training, Athletics, Nutritional Counseling, Exercise Physiology, Fitness, Lifestyle, Operant Conditioning, Wellbeing, Holistic Health, Weight, Sports, Injury Prevention, Nutrition Education, Taekwondo, Hand to Hand Combat, Account Management, Leadership, Training, Social Networking, Management, Business Development, Team Building, Microsoft Office, Menstrual Problems, Public Speaking, Digging, Strategic Planning
Education
Northern Virginia Community College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Osbourn High School 1999 — 2002
Advanced Diploma, Business Administration and Management, General
Capital Remodeling, Inc. February 2015 - Present
Highkicks Taekwondo & Children's Academy June 2014 - February 2015
Xerox January 2014 - June 2014
Gold's Gym January 2008 - January 2014
New York Life Insurance Company 2005 - 2008
Skills
Closing Business, Closing Abilities, Sales, sales management, Marketing, Customer Service, New Business Development, Sales Operations, Sales Leadership..., Technical Sales..., Personal Training, Strength Training, Martial Arts, Fitness Training, Nutrition, Weight Training, Wellness, Wellness Coaching, Sports Nutrition, Stretching, Functional Training, Athletics, Nutritional Counseling, Exercise Physiology, Fitness, Lifestyle, Operant Conditioning, Wellbeing, Holistic Health, Weight, Sports, Injury Prevention, Nutrition Education, Taekwondo, Hand to Hand Combat, Account Management, Leadership, Training, Social Networking, Management, Business Development, Team Building, Microsoft Office, Menstrual Problems, Public Speaking, Digging, Strategic Planning
Education
Northern Virginia Community College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Osbourn High School 1999 — 2002
Advanced Diploma, Business Administration and Management, General
Lashundra Strother Lashundra Strother's New York Life Insurance Company Experience June 2012 - August 2013
Job "Your Success Is My Success"
Industry Financial Services
Experience
Edward Jones August 2013 - Present
New York Life Insurance Company June 2012 - August 2013
AT&T January 1996 - January 2012
AT&T January 1996 - January 2012
The Women's Alliance 2012 - 2012
GTE March 1995 - December 1995
Skills
Sales, B2B, Customer Service, Time Management, Direct Sales, Sales Process, Account Management, New Business Development, Sales Management, Cold Calling, Advertising, Sales Presentations, Sales Operations, Marketing, Selling Skills, Business Strategy, Investments, Investment Advisory, Investment Strategies, Stocks, Stock Market, Bonds, Municipal Bonds, Government Bonds, High Yield Bonds
Education
Northwood University 1989 — 1996
BBA, Marketing and Management
Business and Management Center 1985 — 1988
Edward Jones August 2013 - Present
New York Life Insurance Company June 2012 - August 2013
AT&T January 1996 - January 2012
AT&T January 1996 - January 2012
The Women's Alliance 2012 - 2012
GTE March 1995 - December 1995
Skills
Sales, B2B, Customer Service, Time Management, Direct Sales, Sales Process, Account Management, New Business Development, Sales Management, Cold Calling, Advertising, Sales Presentations, Sales Operations, Marketing, Selling Skills, Business Strategy, Investments, Investment Advisory, Investment Strategies, Stocks, Stock Market, Bonds, Municipal Bonds, Government Bonds, High Yield Bonds
Education
Northwood University 1989 — 1996
BBA, Marketing and Management
Business and Management Center 1985 — 1988
Drew Jung Drew Jung's New York Life Insurance Company Experience February 2010 - July 2010
Job Account Manager at Current Technologies Corporation
Industry Information Technology and Services
Experience
Current Technologies Corporation August 2010 - Present
New York Life Insurance Company February 2010 - July 2010
Skills
Account Management, Customer Service, Security, Strategy, Salesforce.com, Solution Selling, Integration, Customer Satisfaction, Business Strategy, VoIP, Cold Calling, Surveillance, Direct Sales, Sales Operations, Wireless, New Business Development, Sales, Sales Presentations, Telecommunications, Wireless Networking, Cloud Computing, Networking, Strategic Partnerships, B2B, Channel Partners, Lead Generation, Managed Services, Sales Process, Unified Communications, Selling
Education
Northern Illinois University 2003 — 2005
Bachelors, Kinesiology
Current Technologies Corporation August 2010 - Present
New York Life Insurance Company February 2010 - July 2010
Skills
Account Management, Customer Service, Security, Strategy, Salesforce.com, Solution Selling, Integration, Customer Satisfaction, Business Strategy, VoIP, Cold Calling, Surveillance, Direct Sales, Sales Operations, Wireless, New Business Development, Sales, Sales Presentations, Telecommunications, Wireless Networking, Cloud Computing, Networking, Strategic Partnerships, B2B, Channel Partners, Lead Generation, Managed Services, Sales Process, Unified Communications, Selling
Education
Northern Illinois University 2003 — 2005
Bachelors, Kinesiology
Chuck Carr (IIA) Chuck Carr (IIA)'s New York Life Insurance Company Experience December 1969 - April 1995
Job Manager at International Insurance Agency
Industry Insurance
Experience
International Insurance Agency April 1995 - Present
New York Life Insurance Company December 1969 - April 1995
Skills
Risk Management, Enterprise Risk..., General Insurance, Life Insurance, SDLC, Property & Casualty..., Business Analysis, Fixed Annuities, Insurance, Employee Benefits, Retirement Planning, Health Insurance, Commercial Insurance, Customer Service, Business Process..., Bancassurance, Strategic Financial..., Financial Planning
Education
Northwood University 1964 — 1968
BS, Econ and poly sci
International Insurance Agency April 1995 - Present
New York Life Insurance Company December 1969 - April 1995
Skills
Risk Management, Enterprise Risk..., General Insurance, Life Insurance, SDLC, Property & Casualty..., Business Analysis, Fixed Annuities, Insurance, Employee Benefits, Retirement Planning, Health Insurance, Commercial Insurance, Customer Service, Business Process..., Bancassurance, Strategic Financial..., Financial Planning
Education
Northwood University 1964 — 1968
BS, Econ and poly sci
Seema J. Sangani's New York Life Insurance Company Experience May 2010 - Present
Job at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
Corporate Executive Board April 2004 - July 2009
Porter Novelli May 2003 - April 2004
Corporate Executive Board September 1999 - May 2001
Skills
Contract Negotiation, Key Account Management, Staff Development, Account Management, Marketing Strategy
Education
Northwestern University 2001 — 2002
MS
The George Washington University - School of Business 1995 — 1999
BBA
New York Life Insurance Company May 2010 - Present
Corporate Executive Board April 2004 - July 2009
Porter Novelli May 2003 - April 2004
Corporate Executive Board September 1999 - May 2001
Skills
Contract Negotiation, Key Account Management, Staff Development, Account Management, Marketing Strategy
Education
Northwestern University 2001 — 2002
MS
The George Washington University - School of Business 1995 — 1999
BBA
Cass Mieczakowski's New York Life Insurance Company Experience September 2013 - February 2015
Job Managing Consultant at SingleStone Consulting
Industry Information Technology and Services
Experience
SingleStone February 2015 - Present
New York Life Insurance Company September 2013 - February 2015
DocCompSolutions November 2011 - January 2015
Everis July 2013 - June 2014
State of New York November 2012 - July 2013
eVariant April 2012 - October 2012
Marsh October 2010 - July 2011
Bank of America October 2009 - August 2010
IWCO Direct August 2008 - November 2009
Illinois Department of Health June 2008 - August 2008
Skills
HP Exstream, Requirements Analysis, Business Analysis, Integration, SQL, Unix, Visual Basic, Access, Crystal Reports, Business Objects, SDLC, Business Intelligence, Visio, OSX, System Migration, Training, HP Exstream System..., COBOL, Data Warehousing, Requirements Gathering, Enterprise Software, VB.NET, Software Project..., Databases, Enterprise Architecture, Data Modeling, Software Development, SharePoint, DB2, Solution Architecture, XML, Oracle, Microsoft SQL Server, Shell Scripting
Education
Norwalk Community College 1998 — 2000
Computer Information Systems, Computer
SingleStone February 2015 - Present
New York Life Insurance Company September 2013 - February 2015
DocCompSolutions November 2011 - January 2015
Everis July 2013 - June 2014
State of New York November 2012 - July 2013
eVariant April 2012 - October 2012
Marsh October 2010 - July 2011
Bank of America October 2009 - August 2010
IWCO Direct August 2008 - November 2009
Illinois Department of Health June 2008 - August 2008
Skills
HP Exstream, Requirements Analysis, Business Analysis, Integration, SQL, Unix, Visual Basic, Access, Crystal Reports, Business Objects, SDLC, Business Intelligence, Visio, OSX, System Migration, Training, HP Exstream System..., COBOL, Data Warehousing, Requirements Gathering, Enterprise Software, VB.NET, Software Project..., Databases, Enterprise Architecture, Data Modeling, Software Development, SharePoint, DB2, Solution Architecture, XML, Oracle, Microsoft SQL Server, Shell Scripting
Education
Norwalk Community College 1998 — 2000
Computer Information Systems, Computer
Jim Crowder's New York Life Insurance Company Experience April 2013 - June 2014
Job Benefits Consultant at H Group Benefits, Inc.
Industry Insurance
Experience
H Group Benefits, Inc. June 2014 - Present
New York Life Insurance Company April 2013 - June 2014
JCrowder September 1986 - March 2013
Susquehanna Investments 1985 - 1987
Oconnor and Associates 1984 - 1985
Skills
Options, Insurance, Strategy, Health Insurance, Healthcare, Strategic Planning, Financial Markets, Trading, Investments, Equities, Financial Analysis, Employee Benefits, Asset Management, Mutual Funds, Financial Services, Customer Service, Risk Management, Portfolio Management, Leadership, Sales, Marketing
Education
Northwestern University 1978 — 1982
BA
Fenwick
H Group Benefits, Inc. June 2014 - Present
New York Life Insurance Company April 2013 - June 2014
JCrowder September 1986 - March 2013
Susquehanna Investments 1985 - 1987
Oconnor and Associates 1984 - 1985
Skills
Options, Insurance, Strategy, Health Insurance, Healthcare, Strategic Planning, Financial Markets, Trading, Investments, Equities, Financial Analysis, Employee Benefits, Asset Management, Mutual Funds, Financial Services, Customer Service, Risk Management, Portfolio Management, Leadership, Sales, Marketing
Education
Northwestern University 1978 — 1982
BA
Fenwick
Michael Petrilli's New York Life Insurance Company Experience November 1998 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 1998 - Present
Skills
Retirement Planning, Disability Insurance, Insurance, Long-term Care, Retirement, Term Life Insurance, Estate Planning, Strategic Financial..., Small Business, Wealth Management, Underwriting, Financial Planners, Series 63
Education
Northeastern University 1959 — 1966
B.S. Chem Eng-1964
Northeastern University 1959 — 1966
BS & MS, Chemical Eng'g
New York Life Insurance Company November 1998 - Present
Skills
Retirement Planning, Disability Insurance, Insurance, Long-term Care, Retirement, Term Life Insurance, Estate Planning, Strategic Financial..., Small Business, Wealth Management, Underwriting, Financial Planners, Series 63
Education
Northeastern University 1959 — 1966
B.S. Chem Eng-1964
Northeastern University 1959 — 1966
BS & MS, Chemical Eng'g
Anthony Pacione's New York Life Insurance Company Experience August 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2014 - July 2015
Nadex August 2013 - April 2014
Mirus Futures September 2011 - August 2013
Mirus Futures May 2007 - August 2013
Alaron Trading December 2005 - April 2007
Alaron Trading November 2004 - December 2005
Northern Illinois University 1997 - 2000
Skills
Insurance, Licensed Life Insurance..., Protection..., Wealth Preservation..., 401k Rollovers, Asset Protection, Building Relationships, Account Management, Securities, Asset Allocation, Fixed Assets, Variable Annuities, Stocks, Bonds
Education
Northern Illinois University 1997 — 2000
Bachelor of Science, Education
Edward Jones July 2015 - Present
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2014 - July 2015
Nadex August 2013 - April 2014
Mirus Futures September 2011 - August 2013
Mirus Futures May 2007 - August 2013
Alaron Trading December 2005 - April 2007
Alaron Trading November 2004 - December 2005
Northern Illinois University 1997 - 2000
Skills
Insurance, Licensed Life Insurance..., Protection..., Wealth Preservation..., 401k Rollovers, Asset Protection, Building Relationships, Account Management, Securities, Asset Allocation, Fixed Assets, Variable Annuities, Stocks, Bonds
Education
Northern Illinois University 1997 — 2000
Bachelor of Science, Education
Judy Tolliver's New York Life Insurance Company Experience September 2009 - January 2012
Job Security Alarm Systems, Surveilance Camera Systems, Card Access Systems, Commercial and Residential, Security Consultant
Industry Security and Investigations
Experience
American Electronics March 2012 - Present
New York Life Insurance Company September 2009 - January 2012
Time Warner Cable January 2005 - May 2006
Skills
Account Management, Customer Service, Product Development, Market Planning, Strategic Planning, Negotiation, Marketing Strategy, Business Planning, Public Speaking, Event Management
Education
Northwestern College 2004 — 2006
Associates Degree, Broadcasting, Communication
Grand Island Senior High School
Degree
University of Nebraska-Lincoln
American Electronics March 2012 - Present
New York Life Insurance Company September 2009 - January 2012
Time Warner Cable January 2005 - May 2006
Skills
Account Management, Customer Service, Product Development, Market Planning, Strategic Planning, Negotiation, Marketing Strategy, Business Planning, Public Speaking, Event Management
Education
Northwestern College 2004 — 2006
Associates Degree, Broadcasting, Communication
Grand Island Senior High School
Degree
University of Nebraska-Lincoln
Susan L. Evans's New York Life Insurance Company Experience 2012 - 2014
Job Chief Operating Officer / Senior Asset Management Ops Risk & Business Management Leader
Industry Financial Services
Experience
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Will Pearce's New York Life Insurance Company Experience September 2015 - Present
Job Executive Partner at New York Life Insurance Company North Dallas Sales Office
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company September 2012 - Present
New York Life November 2002 - November 2012
Skills
Business, Business Development, Financial Planners, Portfolio Management, Risk Management, Strategy, Executive Management, Financial Planning, Investment Strategies, Public Relations, Recruiting, Sales Management, Team Leadership, Asset Management, Problem Solving, Succession Planning, Time Management, Health Insurance, Marketing Strategy
Education
Northwestern State University 1993 — 1998
Denham Springs High School 1988 — 1992
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company September 2012 - Present
New York Life November 2002 - November 2012
Skills
Business, Business Development, Financial Planners, Portfolio Management, Risk Management, Strategy, Executive Management, Financial Planning, Investment Strategies, Public Relations, Recruiting, Sales Management, Team Leadership, Asset Management, Problem Solving, Succession Planning, Time Management, Health Insurance, Marketing Strategy
Education
Northwestern State University 1993 — 1998
Denham Springs High School 1988 — 1992
Joan Matera Michalowskij's New York Life Insurance Company Experience October 1983 - October 1988
Job Executive Director, Real Estate Banking
Industry Commercial Real Estate
Experience
J.P. Morgan August 2011 - Present
Newmark Grubb Knight Frank September 2004 - August 2011
Guardian Life February 2000 - January 2004
AIG February 1997 - February 2000
Metlife 1988 - 1998
New York Life Insurance Company October 1983 - October 1988
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (M.B.A.), Finance, General
Notre Dame of Maryland University
Bachelor's Degree, Psychology
J.P. Morgan August 2011 - Present
Newmark Grubb Knight Frank September 2004 - August 2011
Guardian Life February 2000 - January 2004
AIG February 1997 - February 2000
Metlife 1988 - 1998
New York Life Insurance Company October 1983 - October 1988
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (M.B.A.), Finance, General
Notre Dame of Maryland University
Bachelor's Degree, Psychology
Sid Bakst's New York Life Insurance Company Experience July 1989 - April 1995
Job Fixed Income Sales at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2015 - Present
Janney Montgomery Scott April 2013 - September 2015
Knight Capital Group August 2008 - April 2013
Robeco April 1995 - May 2008
Robeco Investment Management (f/k/a Weiss, Peck & Greer) 1995 - 2008
New York Life Insurance Company July 1989 - April 1995
Skills
Bonds, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Sales, Securities
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MM, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Decision Sciences, Organizational Management
Oppenheimer & Co. Inc. September 2015 - Present
Janney Montgomery Scott April 2013 - September 2015
Knight Capital Group August 2008 - April 2013
Robeco April 1995 - May 2008
Robeco Investment Management (f/k/a Weiss, Peck & Greer) 1995 - 2008
New York Life Insurance Company July 1989 - April 1995
Skills
Bonds, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Sales, Securities
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MM, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Decision Sciences, Organizational Management
Dustin VanDuine, CLU's New York Life Insurance Company Experience May 2010 - June 2013
Job Account Executive at Health Alliance Plan
Industry Insurance
Experience
Health Alliance Plan September 2013 - Present
New York Life Insurance Company May 2010 - June 2013
New York Life Insurance Company May 2008 - May 2010
New York Life Insurance Company September 2006 - May 2008
Skills
Fixed Annuities, IRAs, Mortgage Lending, Retirement Planning, Estate Planning, Term Life Insurance, Retirement, Mutual Funds, Disability Insurance, Life Insurance, Long-term Care, Sales, Health Insurance, Wealth Management, Long Term Care Insurance, Leadership
Education
The American College 2010 — 2013
Northwood University 2003 — 2006
Banking & Finance, Economics, Management, Financial Planning and Services
Jenison High School 1999 — 2003
Health Alliance Plan September 2013 - Present
New York Life Insurance Company May 2010 - June 2013
New York Life Insurance Company May 2008 - May 2010
New York Life Insurance Company September 2006 - May 2008
Skills
Fixed Annuities, IRAs, Mortgage Lending, Retirement Planning, Estate Planning, Term Life Insurance, Retirement, Mutual Funds, Disability Insurance, Life Insurance, Long-term Care, Sales, Health Insurance, Wealth Management, Long Term Care Insurance, Leadership
Education
The American College 2010 — 2013
Northwood University 2003 — 2006
Banking & Finance, Economics, Management, Financial Planning and Services
Jenison High School 1999 — 2003
Antonio Armedilla's New York Life Insurance Company Experience February 1997 - July 1997
Job Sales Coordinator at Interactive Data
Industry Financial Services
Experience
BondEdge Solutions LLC July 1997 - Present
New York Life Insurance Company February 1997 - July 1997
Farr Company February 1992 - January 1997
Skills
Salesforce.com, Account Management, Sales, Sales Process, Sales Management, Direct Sales, Lead Generation, Relationship Management, Sales Operations, Sales Presentations, Selling, Customer Retention, Building Relationships, CRM, Customer Experience, Financial Markets, Financial Services, Management, Asset Management, Equities, Analysis, Financial Modeling, Fixed Income, Risk Management, Portfolio Management, Investments
Education
University of Phoenix 1994 — 1996
BS Business Administration, Business Administration and Management, General
Northwestern University 1985 — 1988
BondEdge Solutions LLC July 1997 - Present
New York Life Insurance Company February 1997 - July 1997
Farr Company February 1992 - January 1997
Skills
Salesforce.com, Account Management, Sales, Sales Process, Sales Management, Direct Sales, Lead Generation, Relationship Management, Sales Operations, Sales Presentations, Selling, Customer Retention, Building Relationships, CRM, Customer Experience, Financial Markets, Financial Services, Management, Asset Management, Equities, Analysis, Financial Modeling, Fixed Income, Risk Management, Portfolio Management, Investments
Education
University of Phoenix 1994 — 1996
BS Business Administration, Business Administration and Management, General
Northwestern University 1985 — 1988
Vern Hixon's New York Life Insurance Company Experience August 2008 - January 2009
Job Associate National Bank Examiner
Industry Financial Services
Experience
Marq Investments, LLC July 2014 - Present
Office of the Comptroller of the Currency June 2011 - Present
Wells Fargo January 2009 - May 2011
New York Life Insurance Company August 2008 - January 2009
Army National Guard 2002 - 2008
Skills
Credit, Strategic Planning, Microsoft Excel, Financial Analysis, Financial Modeling, Loan Auditing, Loan Pricing, Loan Officers, Leadership, Loans, Banking, Commercial Lending, Credit Analysis, Loan Origination, Risk Management, Retail Banking, Consumer Lending, Team Leadership, Internal Controls, Investments, Credit Risk, Financial Risk, Sales, Interest Rate Risk..., Financial Institutions, Cross Selling, Liquidity Risk
Education
Northern Michigan University 2001 — 2008
B.S., Financial Management
Marq Investments, LLC July 2014 - Present
Office of the Comptroller of the Currency June 2011 - Present
Wells Fargo January 2009 - May 2011
New York Life Insurance Company August 2008 - January 2009
Army National Guard 2002 - 2008
Skills
Credit, Strategic Planning, Microsoft Excel, Financial Analysis, Financial Modeling, Loan Auditing, Loan Pricing, Loan Officers, Leadership, Loans, Banking, Commercial Lending, Credit Analysis, Loan Origination, Risk Management, Retail Banking, Consumer Lending, Team Leadership, Internal Controls, Investments, Credit Risk, Financial Risk, Sales, Interest Rate Risk..., Financial Institutions, Cross Selling, Liquidity Risk
Education
Northern Michigan University 2001 — 2008
B.S., Financial Management
Gurgen Bakhshiyan's New York Life Insurance Company Experience December 2004 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance December 2004 - Present
New York Life Insurance Company December 2004 - Present
Education
The Nottingham Trent University 1996 — 1999
Bachelor of Art in Financial Services
New York Life Insurance December 2004 - Present
New York Life Insurance Company December 2004 - Present
Education
The Nottingham Trent University 1996 — 1999
Bachelor of Art in Financial Services
Rachel Rice (Ringel)'s New York Life Insurance Company Experience February 2014 - Present
Job Managing Director, CoHead of Individual Business, Retirement Plan Services at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company August 2011 - February 2014
New York Life Insurance Company April 2010 - August 2011
Ringel Rice, LLC April 2009 - May 2010
What's What April 2009 - January 2010
Fidelity Investments July 2007 - February 2009
Fidelity Investments April 2002 - July 2007
Upromise June 2001 - December 2001
Thompson Island Outward Bound 1999 - 2001
Mercer Management Consulting August 1997 - September 1998
Skills
Business Case, Strategic Leadership, Business Strategy, Strategic Planning, Cross-functional Team..., Customer Experience, Cost Benefit, Financial Services, Program Management, Strategy, Competitive Analysis, Business Analysis, Analytics, Strategic Partnerships, Product Marketing, Leadership, Start-ups, Product Management, Management, Market Research, CRM, Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance and Marketing
University of Pennsylvania 1985 — 1989
B.A., International Relations
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company August 2011 - February 2014
New York Life Insurance Company April 2010 - August 2011
Ringel Rice, LLC April 2009 - May 2010
What's What April 2009 - January 2010
Fidelity Investments July 2007 - February 2009
Fidelity Investments April 2002 - July 2007
Upromise June 2001 - December 2001
Thompson Island Outward Bound 1999 - 2001
Mercer Management Consulting August 1997 - September 1998
Skills
Business Case, Strategic Leadership, Business Strategy, Strategic Planning, Cross-functional Team..., Customer Experience, Cost Benefit, Financial Services, Program Management, Strategy, Competitive Analysis, Business Analysis, Analytics, Strategic Partnerships, Product Marketing, Leadership, Start-ups, Product Management, Management, Market Research, CRM, Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance and Marketing
University of Pennsylvania 1985 — 1989
B.A., International Relations
Phil Hildebrand's New York Life Insurance Company Experience 1975 - 2008
Job CEO at HealthMarkets
Industry Insurance
Experience
HealthMarkets June 2008 - Present
New York Life Insurance Company 1975 - 2008
Education
Northern Arizona University 1975 — 2008
BA, Liberal Arts
HealthMarkets June 2008 - Present
New York Life Insurance Company 1975 - 2008
Education
Northern Arizona University 1975 — 2008
BA, Liberal Arts
Mark Granoff's New York Life Insurance Company Experience September 1969 - Present
Job Employee Benefits and Personal Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC September 1969 - Present
New York Life Insurance Company September 1969 - Present
U.S. Army 1970 - 1972
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Employee Benefits, Long Term Care Insurance, Whole Life, Estate Planning, 401k Rollovers, Universal Life, Retirement, Key Person Insurance, Mutual Funds, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Personal Finance, Education Funding..., Investments
Education
Norwich University 1965 — 1969
BS, Business Administration
NYLIFE Securities LLC September 1969 - Present
New York Life Insurance Company September 1969 - Present
U.S. Army 1970 - 1972
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Employee Benefits, Long Term Care Insurance, Whole Life, Estate Planning, 401k Rollovers, Universal Life, Retirement, Key Person Insurance, Mutual Funds, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Personal Finance, Education Funding..., Investments
Education
Norwich University 1965 — 1969
BS, Business Administration
Christopher Klotz's New York Life Insurance Company Experience Internet ManagerBest ChevroletDecember 2009 - December 2013
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company Internet ManagerBest ChevroletDecember 2009 - December 2013
Klotz Equipment May 2006 - December 2009
Education
University of New Orleans 2007 — 2008
Masters (MBA), Business Administration, Finance, Economics, Accounting, Management, Marketing, Operations...
Northwestern State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), 3.0
New York Life Insurance Company Internet ManagerBest ChevroletDecember 2009 - December 2013
Klotz Equipment May 2006 - December 2009
Education
University of New Orleans 2007 — 2008
Masters (MBA), Business Administration, Finance, Economics, Accounting, Management, Marketing, Operations...
Northwestern State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), 3.0
Josh Bohl's New York Life Insurance Company Experience July 2009 - December 2010
Job Sr Financial Analyst at L Brands
Industry Retail
Experience
L Brands February 2015 - Present
Hill-Rom October 2014 - January 2015
Hill-Rom October 2013 - September 2014
Hill-Rom May 2011 - September 2013
GE Energy January 2011 - May 2011
New York Life Insurance Company July 2009 - December 2010
Skills
Data Analysis, Financial Planning and..., Microsoft Excel, Cognos, JDE Enterprise One, Hyperion Planning, Sports Coaching, Mentoring
Education
Northern Kentucky University 2007 — 2011
BS, Finance
L Brands February 2015 - Present
Hill-Rom October 2014 - January 2015
Hill-Rom October 2013 - September 2014
Hill-Rom May 2011 - September 2013
GE Energy January 2011 - May 2011
New York Life Insurance Company July 2009 - December 2010
Skills
Data Analysis, Financial Planning and..., Microsoft Excel, Cognos, JDE Enterprise One, Hyperion Planning, Sports Coaching, Mentoring
Education
Northern Kentucky University 2007 — 2011
BS, Finance
Jamie Slaten-Mims's New York Life Insurance Company Experience 2014 - Present
Job New York Life
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
Tri-County Leader May 2012 - October 2014
Bullard Banner News 2012 - 2013
KETK News September 2009 - February 2011
KXCV/KRNW NPR Radio September 2002 - May 2008
Skills
Marketing Communications, Advertising, Social Media, Marketing Strategy, Social Media Marketing, Online Advertising, Public Relations, Marketing, Broadcast, Newspapers, Media Relations, Team Building, Sales, Public Speaking, Digital Media, Radio, Leadership, Customer Service, Social Networking
Education
Northwest Missouri State University 2007 — 2007
Master's degree, Business Administration
Northwest Missouri State University 2002 — 2007
Bachelor of Science (B.S.), TV & Radio Broadcasting
New York Life Insurance Company 2014 - Present
Tri-County Leader May 2012 - October 2014
Bullard Banner News 2012 - 2013
KETK News September 2009 - February 2011
KXCV/KRNW NPR Radio September 2002 - May 2008
Skills
Marketing Communications, Advertising, Social Media, Marketing Strategy, Social Media Marketing, Online Advertising, Public Relations, Marketing, Broadcast, Newspapers, Media Relations, Team Building, Sales, Public Speaking, Digital Media, Radio, Leadership, Customer Service, Social Networking
Education
Northwest Missouri State University 2007 — 2007
Master's degree, Business Administration
Northwest Missouri State University 2002 — 2007
Bachelor of Science (B.S.), TV & Radio Broadcasting
Stephanie Bigelow's New York Life Insurance Company Experience May 2014 - June 2015
Job Accounts Payable and Receivable Specialist
Industry Luxury Goods & Jewelry
Experience
Cabinets by Design September 2014 - Present
New York Life Insurance Company May 2014 - June 2015
Mitchell Planning January 2010 - February 2014
Follett Library Resources May 2006 - January 2010
Mason Properties May 2007 - May 2008
Skills
Management, Customer Service, Training, Procurement, Quality Assurance, Investments, Financial Services, Finance, Analysis, Business Exit Strategy, Business Succession..., Buy-sell Agreements, New Business Development, Business Networking, Employee Benefits, Sales Management, Asset Protection, Annuity Sales, Retirement Planning, Lead Generation, Risk Management, Event Based Marketing, Public Speaking, Marketing, Time Management, Insurance, Account Management, Personnel Recruiting, Relationship Building, Adobe Acrobat, Microsoft Office, Outlook, PowerPoint, Adobe Photodeluxe, Yardi Property Manager..., Statistical Package in..., SmartMoves (Locating..., Corel Office
Education
Northern Illinois University 2004 — 2008
Bachelor of Arts, Sociology with emphasis of Criminal Justice and Psychology
Cabinets by Design September 2014 - Present
New York Life Insurance Company May 2014 - June 2015
Mitchell Planning January 2010 - February 2014
Follett Library Resources May 2006 - January 2010
Mason Properties May 2007 - May 2008
Skills
Management, Customer Service, Training, Procurement, Quality Assurance, Investments, Financial Services, Finance, Analysis, Business Exit Strategy, Business Succession..., Buy-sell Agreements, New Business Development, Business Networking, Employee Benefits, Sales Management, Asset Protection, Annuity Sales, Retirement Planning, Lead Generation, Risk Management, Event Based Marketing, Public Speaking, Marketing, Time Management, Insurance, Account Management, Personnel Recruiting, Relationship Building, Adobe Acrobat, Microsoft Office, Outlook, PowerPoint, Adobe Photodeluxe, Yardi Property Manager..., Statistical Package in..., SmartMoves (Locating..., Corel Office
Education
Northern Illinois University 2004 — 2008
Bachelor of Arts, Sociology with emphasis of Criminal Justice and Psychology
Ty Grubbs's New York Life Insurance Company Experience October 2009 - November 2014
Job Sales Manager at MassMutual Louisiana
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
New York Life Insurance Company October 2009 - November 2014
Diversified Dealers of Florida January 2008 - October 2009
ProQuest Business Solutions 1999 - 2003
Skills
Customer Relations, Contract Negotiation, Account Management, Customer Service, Negotiation, New Business Development, Insurance, Microsoft Office, Budgeting, Team Building, Advertising, Problem Solving, Long Term Care, Annuities, Retirement Planning, Disability Insurance, Health Insurance, Process Improvement, Investments, Financial Planning, Employee Benefits, Sales Management, Business Strategy, Retirement, Term Life Insurance, Mutual Funds, Estate Planning, Business Analysis, Budgets, Business Planning, Leadership, Long Term Care Insurance, Long-term Care, Strategic Financial..., Universal Life, Fixed Annuities, Life Insurance
Education
Northwood University - Richard DeVos Graduate School of Management 1993 — 1997
Bachelor's degree, Automotive Marketing and Management
Mandeville High school 1990 — 1993
MassMutual Financial Group November 2014 - Present
New York Life Insurance Company October 2009 - November 2014
Diversified Dealers of Florida January 2008 - October 2009
ProQuest Business Solutions 1999 - 2003
Skills
Customer Relations, Contract Negotiation, Account Management, Customer Service, Negotiation, New Business Development, Insurance, Microsoft Office, Budgeting, Team Building, Advertising, Problem Solving, Long Term Care, Annuities, Retirement Planning, Disability Insurance, Health Insurance, Process Improvement, Investments, Financial Planning, Employee Benefits, Sales Management, Business Strategy, Retirement, Term Life Insurance, Mutual Funds, Estate Planning, Business Analysis, Budgets, Business Planning, Leadership, Long Term Care Insurance, Long-term Care, Strategic Financial..., Universal Life, Fixed Annuities, Life Insurance
Education
Northwood University - Richard DeVos Graduate School of Management 1993 — 1997
Bachelor's degree, Automotive Marketing and Management
Mandeville High school 1990 — 1993
Thomas Cotter's New York Life Insurance Company Experience December 2010 - February 2014
Job Its all about the details
Industry Consumer Services
Experience
State Street January 2015 - March 2015
Blue Cross Blue Shield of Massachusetts August 2014 - October 2014
Santander Bank, N.A. April 2014 - May 2014
Merrill Edge February 2014 - March 2014
New York Life Insurance Company December 2010 - February 2014
Mercer September 2004 - November 2008
Skills
401k, Call Centers, Customer Service, Microsoft Office, Benefits Administration, Financial Services, Insurance, Investments, Process Improvement
Education
Northeastern University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General
State Street January 2015 - March 2015
Blue Cross Blue Shield of Massachusetts August 2014 - October 2014
Santander Bank, N.A. April 2014 - May 2014
Merrill Edge February 2014 - March 2014
New York Life Insurance Company December 2010 - February 2014
Mercer September 2004 - November 2008
Skills
401k, Call Centers, Customer Service, Microsoft Office, Benefits Administration, Financial Services, Insurance, Investments, Process Improvement
Education
Northeastern University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General
Vanessa Kirkwood's New York Life Insurance Company Experience August 2012 - February 2013
Job Social Media Technician at G/O Digital, A TEGNA Company
Industry Marketing and Advertising
Experience
G/O Digital June 2014 - Present
Karma Sushi Bar Grill June 2012 - August 2015
G/O Digital April 2014 - June 2014
Schurz Communications March 2013 - April 2014
Pickin' in the Pines Bluegrass & Acoustic Music Festival July 2013 - August 2013
New York Life Insurance Company August 2012 - February 2013
Pickin' in the Pines Bluegrass & Acoustic Music Festival June 2012 - September 2012
Skills
Press Releases, Social Media, Newsletters, Copywriting, Proofreading, InDesign, Photoshop, APT, Ipswitch, Microsoft Office, Editing, Hootsuite, Production Managment, Advertising, Marketing, Online Marketing
Education
Northern Arizona University 2007 — 2010
Bachelor of Science, Advertising and Public Relations
G/O Digital June 2014 - Present
Karma Sushi Bar Grill June 2012 - August 2015
G/O Digital April 2014 - June 2014
Schurz Communications March 2013 - April 2014
Pickin' in the Pines Bluegrass & Acoustic Music Festival July 2013 - August 2013
New York Life Insurance Company August 2012 - February 2013
Pickin' in the Pines Bluegrass & Acoustic Music Festival June 2012 - September 2012
Skills
Press Releases, Social Media, Newsletters, Copywriting, Proofreading, InDesign, Photoshop, APT, Ipswitch, Microsoft Office, Editing, Hootsuite, Production Managment, Advertising, Marketing, Online Marketing
Education
Northern Arizona University 2007 — 2010
Bachelor of Science, Advertising and Public Relations
Walt Goodman's New York Life Insurance Company Experience December 1973 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 1973 - Present
Equitable of Iowa October 1970 - December 1973
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Windows, Research, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, Training & Development
Education
The American College 1990 — 2001
CLU, ChFC, RHU, LUTCF, CASL, MSFS, AEP, Financial Planning and Services
Northwestern University
Electrical and Electronics Engineering
New York Life Insurance Company December 1973 - Present
Equitable of Iowa October 1970 - December 1973
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Windows, Research, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, Training & Development
Education
The American College 1990 — 2001
CLU, ChFC, RHU, LUTCF, CASL, MSFS, AEP, Financial Planning and Services
Northwestern University
Electrical and Electronics Engineering
Jillian Alig's New York Life Insurance Company Experience December 2014 - August 2015
Job Surface Care Marketing at P&G
Industry Consumer Goods
Experience
Procter & Gamble August 2015 - Present
New York Life Insurance Company December 2014 - August 2015
Kao USA Inc. September 2013 - November 2014
Procter & Gamble May 2013 - August 2013
Procter & Gamble January 2013 - May 2013
Northern Kentucky University August 2011 - December 2012
United Way of Greater Cincinnati July 2012 - November 2012
Center for Chemical Addictions Treatment January 2012 - September 2012
Skills
Community Outreach, Microsoft Office, Event Planning, PowerPoint, Customer Service, Training, Facebook, Microsoft Excel, Marketing Communications, Research, Teamwork, SPSS, Public Speaking, Human Resources, Recruiting, Teaching, Leadership, Sourcing, Interviews, SAP, Microsoft Dynamics, SharePoint
Education
Northern Kentucky University 2009 — 2013
Bachelor of Arts (B.A.), English, summa cum laude
Procter & Gamble August 2015 - Present
New York Life Insurance Company December 2014 - August 2015
Kao USA Inc. September 2013 - November 2014
Procter & Gamble May 2013 - August 2013
Procter & Gamble January 2013 - May 2013
Northern Kentucky University August 2011 - December 2012
United Way of Greater Cincinnati July 2012 - November 2012
Center for Chemical Addictions Treatment January 2012 - September 2012
Skills
Community Outreach, Microsoft Office, Event Planning, PowerPoint, Customer Service, Training, Facebook, Microsoft Excel, Marketing Communications, Research, Teamwork, SPSS, Public Speaking, Human Resources, Recruiting, Teaching, Leadership, Sourcing, Interviews, SAP, Microsoft Dynamics, SharePoint
Education
Northern Kentucky University 2009 — 2013
Bachelor of Arts (B.A.), English, summa cum laude
susan kenneally's New York Life Insurance Company Experience
Job Agency Support at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Investments, Fixed Annuities, Insurance, Retirement, Life Insurance, IRAs, Mutual Funds, Estate Planning, Retirement Planning
Education
Northeastern University
Bachelor's degree, Political Science and Government
New York Life Insurance Company
Skills
Investments, Fixed Annuities, Insurance, Retirement, Life Insurance, IRAs, Mutual Funds, Estate Planning, Retirement Planning
Education
Northeastern University
Bachelor's degree, Political Science and Government
Mike Mobile's New York Life Insurance Company Experience October 2007 - May 2009
Job Branch Manager at Tovar Snow Professionals
Industry Public Safety
Experience
Tovar Snow Professionals June 2013 - Present
Tovar Snow Professionals May 2009 - June 2013
New York Life Insurance Company October 2007 - May 2009
Skills
Contract Negotiation, Customer Service, Budgets, Sales, Operations Management, Snow Removal, Public Safety, Team Leadership
Education
Northern Illinois University 2001 — 2002
N/A, General Education
Sycamore High School 1997 — 2001
Tovar Snow Professionals June 2013 - Present
Tovar Snow Professionals May 2009 - June 2013
New York Life Insurance Company October 2007 - May 2009
Skills
Contract Negotiation, Customer Service, Budgets, Sales, Operations Management, Snow Removal, Public Safety, Team Leadership
Education
Northern Illinois University 2001 — 2002
N/A, General Education
Sycamore High School 1997 — 2001
Johanna Capozzoli's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company helping clients with custom tailored solutions to individuals and businesses
Industry Higher Education
Experience
New York Life Insurance Company July 2015 - Present
FitzGannon Company August 2013 - June 2015
USA Hockey 2002 - 2015
Sacred Heart University September 2008 - May 2011
Fairfield Public School System August 2003 - June 2008
Skills
Life Income Strategies, Personal Finance, Wealth Preservation..., Asset Protection, Income Protection, Charitable Giving, Estate Planning, Team Leadership, Leadership, Public Speaking, Leadership Development
Education
Norwich University 2012 — 2014
Master's degree, Organizational Leadership
Sacred Heart University 2003 — 2007
B.S., History
Fairfield High School 1998 — 2002
Norwich University
New York Life Insurance Company July 2015 - Present
FitzGannon Company August 2013 - June 2015
USA Hockey 2002 - 2015
Sacred Heart University September 2008 - May 2011
Fairfield Public School System August 2003 - June 2008
Skills
Life Income Strategies, Personal Finance, Wealth Preservation..., Asset Protection, Income Protection, Charitable Giving, Estate Planning, Team Leadership, Leadership, Public Speaking, Leadership Development
Education
Norwich University 2012 — 2014
Master's degree, Organizational Leadership
Sacred Heart University 2003 — 2007
B.S., History
Fairfield High School 1998 — 2002
Norwich University
Brent Stevens's New York Life Insurance Company Experience April 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Financial Services Professional NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
DeSoto Retirement & Rehab October 2007 - October 2009
Skills
Life Insurance, Long Term Care Insurance, Insurance, Financial Services, Fixed Annuities, Retirement, Retirement Planning, Investments, Estate Planning, IRAs, Series 6, Securities, Mutual Funds
Education
Northwestern State University
General Studies/English
Financial Services Professional NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
DeSoto Retirement & Rehab October 2007 - October 2009
Skills
Life Insurance, Long Term Care Insurance, Insurance, Financial Services, Fixed Annuities, Retirement, Retirement Planning, Investments, Estate Planning, IRAs, Series 6, Securities, Mutual Funds
Education
Northwestern State University
General Studies/English
Breta Zink's New York Life Insurance Company Experience May 2009 - March 2011
Job Training Specialist
Industry Human Resources
Experience
New York Life Insurance Company May 2009 - March 2011
Education
Northern Illinois University 1990 — 1994
Bachelor of Arts, English Education
New York Life Insurance Company May 2009 - March 2011
Education
Northern Illinois University 1990 — 1994
Bachelor of Arts, English Education
Richard Zimmer's New York Life Insurance Company Experience January 2008 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2008 - Present
New York Life Insurance Company December 2007 - November 2010
R.O.Zimmer & Associates, Co August 1997 - November 2006
Liberty Healthcare Group December 2004 - August 2006
Ohio Hospital Management Services February 1977 - May 1981
Education
University of Bridgeport 1970 — 1974
MBA, Concentation in Finance
Northeastern University 1963 — 1968
BS, Industrial Engineering
New York Life Insurance Company January 2008 - Present
New York Life Insurance Company December 2007 - November 2010
R.O.Zimmer & Associates, Co August 1997 - November 2006
Liberty Healthcare Group December 2004 - August 2006
Ohio Hospital Management Services February 1977 - May 1981
Education
University of Bridgeport 1970 — 1974
MBA, Concentation in Finance
Northeastern University 1963 — 1968
BS, Industrial Engineering
Tyler Priestley's New York Life Insurance Company Experience May 2012 - Present
Job Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Education
Northern Arizona University 2009 — 2013
New York Life Insurance Company May 2012 - Present
Education
Northern Arizona University 2009 — 2013
Christina Salinas's New York Life Insurance Company Experience I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.$
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.$
Skills
General Securities..., Life Insurance, Health Insurance, Retirement, College Funding...
Education
The University of Texas at San Antonio 2008 — 2010
Bachelor of Business Administration (BBA), Marketing
Northwest Vista College 2006 — 2008
Associate's Degree, Business Administration and Management, General
New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.$
Skills
General Securities..., Life Insurance, Health Insurance, Retirement, College Funding...
Education
The University of Texas at San Antonio 2008 — 2010
Bachelor of Business Administration (BBA), Marketing
Northwest Vista College 2006 — 2008
Associate's Degree, Business Administration and Management, General
Luke Brandon's New York Life Insurance Company Experience June 2013 - Present
Job Passionate Agent with New York Life, active member of the Greater Cincinnati community.
Industry Logistics and Supply Chain
Experience
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company June 2013 - Present
Proficio Mortgage Ventures LLC November 2012 - May 2013
Total Quality Logistics May 2012 - August 2012
The Christ Hospital June 2006 - May 2012
Skills
Customer Service, Customer Satisfaction, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life & Health..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection Planning/..., Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Northern Kentucky University 2006 — 2012
Bachelor's degree, Marketing
Northern Kentucky University 2006 — 2012
Bachelor of Business Administration (BBA), Marketing
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company June 2013 - Present
Proficio Mortgage Ventures LLC November 2012 - May 2013
Total Quality Logistics May 2012 - August 2012
The Christ Hospital June 2006 - May 2012
Skills
Customer Service, Customer Satisfaction, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life & Health..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection Planning/..., Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Northern Kentucky University 2006 — 2012
Bachelor's degree, Marketing
Northern Kentucky University 2006 — 2012
Bachelor of Business Administration (BBA), Marketing
Jared Barker's New York Life Insurance Company Experience July 2013 - December 2013
Job Field Service Professional (Licensing) at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
New York Life Insurance Company July 2013 - December 2013
Caribou Coffee August 2005 - April 2010
Skills
Critical Thinking, Research, Analysis, Microsoft Office, Customer Service, Data Entry, Proficient Typing Skills, Communication Skills, Philosophy, Theology, Historical Research, History, Political Philosophy, English, Microsoft Word, Strategic Planning, Java, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Business Process...
Education
University of Northwestern - St. Paul 2011 — 2013
Master's Degree, Theology/Theological Studies, 3.49
Northwestern College 2007 — 2011
Bachelor's Degree, History, 3.149
Ameriprise Financial Services, Inc. June 2014 - Present
New York Life Insurance Company July 2013 - December 2013
Caribou Coffee August 2005 - April 2010
Skills
Critical Thinking, Research, Analysis, Microsoft Office, Customer Service, Data Entry, Proficient Typing Skills, Communication Skills, Philosophy, Theology, Historical Research, History, Political Philosophy, English, Microsoft Word, Strategic Planning, Java, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Business Process...
Education
University of Northwestern - St. Paul 2011 — 2013
Master's Degree, Theology/Theological Studies, 3.49
Northwestern College 2007 — 2011
Bachelor's Degree, History, 3.149
Heather Holman's New York Life Insurance Company Experience August 2011 - Present
Job Marketing & Recruiting Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
Education
Northern Kentucky University 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Tusculum College 1996 — 1999
New York Life Insurance Company August 2011 - Present
Education
Northern Kentucky University 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Tusculum College 1996 — 1999
Biren Pathak's New York Life Insurance Company Experience January 2006 - July 2007
Job Office Manager at Palmetto Pediatrics
Industry Medical Practice
Experience
Palmetto Pediatrics August 2011 - Present
Pathak Financial January 2006 - Present
New York Life Insurance Company January 2006 - July 2007
Sears Holdings Corporation January 2000 - November 2001
Skills
Office Management, Administrative..., Data Entry, Outlook, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Office Administration, Medical Terminology, Medical Billing, Healthcare, Invoicing, Accounts Receivable, Event Planning, Accounts Payable, Research, Healthcare Management, Administration
Education
Northern Illinois University 1984 — 1988
Bachelor of Science (B.S.), Computer Science
Palmetto Pediatrics August 2011 - Present
Pathak Financial January 2006 - Present
New York Life Insurance Company January 2006 - July 2007
Sears Holdings Corporation January 2000 - November 2001
Skills
Office Management, Administrative..., Data Entry, Outlook, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Office Administration, Medical Terminology, Medical Billing, Healthcare, Invoicing, Accounts Receivable, Event Planning, Accounts Payable, Research, Healthcare Management, Administration
Education
Northern Illinois University 1984 — 1988
Bachelor of Science (B.S.), Computer Science
Don Van Der Weide's New York Life Insurance Company Experience August 1957 - Present
Job Agent
Industry Insurance
Experience
New York Life Insurance Company August 1957 - Present
Skills
Finance
Education
Morningside 1955 — 1957
Bachelor of Science (BS)
Northwestern College 1953 — 1955
BS
New York Life Insurance Company August 1957 - Present
Skills
Finance
Education
Morningside 1955 — 1957
Bachelor of Science (BS)
Northwestern College 1953 — 1955
BS
Pete Melonas's New York Life Insurance Company Experience August 1973 - Present
Job insurance/financial agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 1973 - Present
Skills
hitting the golf ball..., Strategic Financial..., Wealth Accumulation, Series 7, Insurance, Long-term Care, Financial Planners, Series 63, Estate Planning, Financial Advisory, Fixed Annuities, Retirement, Retirement Planning, Life Insurance
Education
The American College 1983 — 1986
Financial Planning and Services, branch of Wharton Business School.
Northern Illinois University 1961 — 1966
Bachelor's Degree, Marketing
New York Life Insurance Company August 1973 - Present
Skills
hitting the golf ball..., Strategic Financial..., Wealth Accumulation, Series 7, Insurance, Long-term Care, Financial Planners, Series 63, Estate Planning, Financial Advisory, Fixed Annuities, Retirement, Retirement Planning, Life Insurance
Education
The American College 1983 — 1986
Financial Planning and Services, branch of Wharton Business School.
Northern Illinois University 1961 — 1966
Bachelor's Degree, Marketing
Clay Boone's New York Life Insurance Company Experience June 2008 - Present
Job Registered Representative at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company June 2008 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Windows, Microsoft Excel, Research, Insurance, Small Business, Team Leadership, Sales, Business Planning, Marketing Communications, Leadership, Financial Planning, Finance, Investments, Change Management
Education
Nova Southeastern University 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
New York Life Insurance Company June 2008 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Windows, Microsoft Excel, Research, Insurance, Small Business, Team Leadership, Sales, Business Planning, Marketing Communications, Leadership, Financial Planning, Finance, Investments, Change Management
Education
Nova Southeastern University 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Adam Halpern's New York Life Insurance Company Experience 2015 - 2015
Job
Industry
Experience
New York Life Insurance Company 2015 - 2015
Heinen's October 2009 - August 2014
Skills
Customer Service, Sales, Microsoft Word, Microsoft Excel, PowerPoint
Education
Notre Dame College 2012 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General, Junior
New York Life Insurance Company 2015 - 2015
Heinen's October 2009 - August 2014
Skills
Customer Service, Sales, Microsoft Word, Microsoft Excel, PowerPoint
Education
Notre Dame College 2012 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General, Junior