New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
Wells Fargo October 2008 - January 2015
Wells Fargo July 2011 - May 2014
Wells Fargo Bank May 2010 - January 2011
GMR Marketing September 2007 - August 2009
Skills
Sales, Leadership, Customer Service, Cold Calling, Relationship Management, Marketing, Account Management, Financial Services, Public Speaking, Customer Retention, Retirement Planning, Networking, Building Relationships, Customer Experience, Business Networking, Time Management, 401k Rollovers, Asset Protection, Charitable Giving, Education Funding..., Whole Life Insurance
Education
Oregon State University 2005 — 2010
Bachelor of Science (BS), Communications
Hood River Valley High School 2001 — 2005
Aldersgate United Methodist Church December 2014 - Present
New York Life Insurance Company December 2013 - Present
Target September 2005 - October 2013
Skills
Customer Service, Relationship Building, Life Insurance, Retirement, Estate Planning, Networking, Account Management, Marketing, Business Planning, Charitable Giving, Protection..., Customer Insight, Customer Relations, 401k Rollovers, Customer Retention, Customer Satisfaction, Employee Benefits, Fixed Annuities, Gifting Strategies, Income Protection, Key Person Protection, Asset Protection, Legacies, Education Funding..., Grandchild Gifting, Annuity Sales, Legacy Planning, Buy-sell Agreements, LGBT Planning, Licensed in Long Term..., Licensed Life and..., Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Universal Life, Wealth Preservation..., Wealth Transfer..., Whole Life Insurance, Public Speaking, Strategic Planning, Event Coordination, Licensed Life Insurance...
Education
Old Dominion University 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, Senior
Leap Systems, LLC March 2004 - Present
State Farm Corporate Offices (Life Company) February 1999 - February 2004
New York Life Insurance Company November 1991 - January 1999
IKON Office Solutions July 1989 - October 1991
Pacific Office Automation August 1982 - July 1989
Skills
Long Term Care Insurance, Whole Life, Management, Retirement, Insurance, Securities, Financial Services, Fixed Annuities, Life Insurance, Retirement Planning, Strategy, Wealth, Strategic Financial..., Investments, Term Life Insurance, Employee Benefits, Wealth Management, Recruiting, IRAs, Estate Planning, Sales, Leadership, 401k, Financial Advisory, Disability Insurance, Series 63, Series 7, Financial Planning
Education
Oral Roberts University 1974 — 1976
BS, Business, Minor in Music
International Academy of Design and Technology March 2013 - Present
International Academy of Design and Technology February 2012 - Present
International Academy of Design and Technology March 2009 - February 2012
Everest University Online November 2007 - January 2009
New York Life Insurance Company January 2003 - January 2006
Skills
Instructional Design, ADDIE, Business Operations, E-Learning, Higher Education, Needs Analysis, Curriculum Development, Curriculum Design, Adult Education, Staff Development, Instructor-led Training, Captivate, Blended Learning, Camtasia, Teaching, Technical Writing, Training, Distance Learning, Educational Technology, Leadership Development, Coaching, Leadership, Management, Interviews
Education
American InterContinental University 2011 — 2012
Master of Education, Instructional Design and Technology, 3.8
Oral Roberts University 1996 — 2000
Bachelor of Science, Multimedia Production
BBVA Compass Bank July 2014 - Present
NYLife Securities LLC, Member FINRA/SIPC 2008 - Present
New York Life Insurance Company May 2008 - September 2012
History Maker Homes 1997 - 2004
Education
Oklahoma State University 1970 — 1974
BS, Sociology
New York Life Insurance Company May 2011 - Present
NYLIFE Securities LLC 2012 - 2012
Skills
Executive Benefit..., Sales, Variable Life, Leadership, Customer Service, Retirement, Fixed Annuities, Strategic Planning, Retirement Planning
Education
Oral Roberts University
Bachelor's Degree, Telecommunications/Journalism
New York Life Insurance Company August 2015 - Present
Oregon Army National Guard (ORARNG) January 1998 - Present
Salem Health November 2012 - May 2013
Carden Outreach (Healthcare) July 2012 - October 2012
The Corvallis Clinic, P.C. November 2001 - October 2009
The Corvallis Clinic, P.C. March 2001 - October 2001
The Corvallis Clinic, P.C. December 1999 - February 2001
Skills
Training, Leadership, Healthcare, Military, Program Management, Inter-departmental..., Security Clearance, Strategic Planning, Hospitals, Medical Coding, Customer Service, Team Leadership, Auditing, EMR, Healthcare Information..., Government, Project Management, Audit analysis, Coding,...
Education
Oregon State University 2013 — 2016
MPH Student, Health Management and Policy
Oregon State University 2010 — 2013
B.S. Biology, Biology/Biological Sciences, General
LinnBenton Community College 2000 — 2011
A.S. General Studies, General Studies
Portland State University 2007 — 2008
OCS, Military Science
Scott Neill Agency - Farmers Insurance Group December 2011 - Present
New York Life Insurance Company May 2009 - December 2011
Skills
Insurance, Automobile Insurance, Home Insurance, Commercial Insurance, Life Insurance, Property & Casualty..., Fixed Annuities, Term Life Insurance, Estate Planning, Mutual Funds, Long Term Care Insurance, Specialty Risk Insurance, IRAs, 529 Plans, Health Insurance, Pet Insurance, Wedding Insurance, Motorcycle Insurance, Umbrella Insurance, Accident Insurance, Bonds, Customer Service, Microsoft Office, Retirement, Long-term Care, Sales
Education
Oklahoma State University 2006 — 2010
Bachelor of Science (B.S.), Finance & Marketing, 3.36
Scientific Research Corporation - Integrated Systems & Solutions Division September 2014 - Present
WilsonHCG July 2013 - September 2014
New York Life Insurance Company June 2014 - August 2014
Belkin November 2013 - July 2014
TEKsystems June 2010 - July 2013
Skills
Staffing Services, Talent Acquisition, Recruiting, Screening Resumes, Technical Recruiting, Interviews, Temporary Placement, Networking, Management, Staff Augmentation, Internet Recruiting, Leadership, Benefits Negotiation, Information Technology, Applicant Tracking..., Sourcing, Contract Recruitment, Consulting, SDLC, Human Resources, Vendor Management, Training, Cold Calling, IT Recruitment, Permanent Placement, Personnel Management, Screening, Temporary Staffing, Resume Writing, Onboarding, Executive Search, College Recruiting, Talent Management, Building Relationships, Enterprise Software, Resource Management, Hiring, Business Networking, Social Networking, Social Media, LinkedIn Recruiter, Talent Pipelining, Employee Relations
Education
Villanova University 2014 — 2015
Human Resources Management
Old Dominion University 2004 — 2009
Bachelor of Science, Communications
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company September 2010 - Present
Skills
Licensed Life Insurance..., Wealth Accumulation, 401k Rollovers, Protection..., Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Wealth Preservation...
Education
Ohio Northern University
St. John's Jesuit High School 1994 — 1997
New York Life Insurance Company July 1980 - Present
NYLIFE Securities LLC July 1980 - Present
Skills
Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Wealth Preservation..., Investments, Asset Protection, Small Business, Licensed in Long-term..., Multi-generational..., Protection..., Succession Planning, Fixed Annuities, IRAs, Long-term Care
Education
Orange Coast College
Associate of Arts (A.A.), Business
Garden Grove High School
Pro Tempts Legal Temporary Agency April 2012 - Present
New York Life Insurance Company 2012 - Present
Temena G. Wilson, ESQ. November 2010 - April 2012
Portfolio Recovery Associates May 2007 - November 2010
GE July 2004 - May 2007
Primerica January 2001 - July 2004
Verizon Communications November 1996 - January 2001
Bank of America November 1993 - November 1996
Education
Old Dominion University 2006 — 2012
Bachelors of Science, Sociology and Criminal Justice; Sociology; Criminal Justice
Sierra Club Nature Camp June 2008 - Present
Sodexo August 2013 - May 2015
New York Life Insurance Company August 2013 - June 2014
Skills
Cash Management, Cashiering, Assistant Directing, Administrative..., Office Administration, Raiser's Edge, Direct Mail Campaigns, Cold Calling, Janitorial Services, Waiting, Data Entry, Organizational..., Team Leadership
Education
Oklahoma State University 2013 — 2017
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan Chase & Co. September 2014 - Present
New York Life Insurance Company November 2012 - September 2014
Skills
Retirement Planning, Finance, Personal Finance, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Retirement, Long-term Care, Investments, IRAs
Education
California State University-Fullerton 2009 — 2011
Bachelor's degree, Psychology
Orange Coast College 2007 — 2009
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Robert Half Technology April 2015 - Present
New York Life Insurance Company February 2013 - February 2015
New York Life Insurance Company June 2011 - February 2013
Olivet Nazarene University August 2009 - May 2011
Greenville County Recreation District May 2008 - August 2010
Skills
Social Media, Social Skills, Training, Negotiation, Business Development, Positive Personality, communic, Biology, Special Needs..., Tenacious, Make Things Happen, Challenge Driven, Outcome focused, Customer Service, Life & Health Insurance..., Term Life Insurance, Whole Life, Long Term Care Insurance, Special Needs Trusts, Employee Benefits, Voluntary Employee..., Networking, Fixed Annuities, Leadership, Marketing, Team Building, Public Speaking, Microsoft Excel, Recruiting, Time Management, Retirement, Sales, Finance, Insurance, Accounting, Analysis, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Small Business, 401k, Customer Retention, Management, Cold Calling, Data Entry, Series 6, Health Insurance, IRAs, Estate Planning
Education
Olivet Nazarene University 2009 — 2011
Bachelor of Arts (B.A.), Biology, General
Pensacola Christian College 2007 — 2009
The Bossa Travelers - A Journey Around the World September 2014 - June 2015
Nova Southeastern University 2012 - 2014
Open English 2012 - 2014
The Marlin Company 2011 - 2012
Midland National Life Insurance Company 2010 - 2011
New York Life Insurance Company 2006 - 2010
Northwestern Mutual 2002 - 2006
Registry Systems 1999 - 2002
Chubb Computer Services 1997 - 1998
New York Life Insurance Company 1994 - 1997
Skills
Salesforce.com, Event Planning, Customer Service, Strategic Planning, Coaching, Leadership, Marketing, Management
Education
Nyenrode University
Master of Business Administration (M.B.A.), International Finance
St. Lawrence University
Bachelor's Degree
The University of Georgia
Master of Business Administration (MBA), International/Global Studies
New York Life Insurance Company August 2014 - Present
Skills
Customer Service, Public Speaking, Teamwork, Marketing, Time Management, Personal Finance, Strategic Planning, Small Business, Building Relationships, Retirement Planning, Networking, Problem Solving, Whole Life Insurance, Licensed in Long-Term..., Education Funding..., Wealth Preservation..., Risk Management, Creative Problem Solving, Asset Protection, Protection..., Multi-Generational..., Key Person Protection
Education
Oregon State University
Finance/Marketing
Sprague High School
Western Waterproofing October 2014 - Present
NYLIFE Securities LLC September 2010 - October 2014
New York Life Insurance Company September 2010 - October 2014
Energy Specialty Contracting, Inc. 2008 - 2010
Sherwin Williams 2003 - 2008
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Employee Benefits, Financial Services
Education
Oklahoma State University 1999 — 2003
Bachelor of Science, Finance
New York Life Insurance Company 2013 - Present
Oglethorpe's Tiny Homes Project September 2011 - December 2013
Sterling Planet February 2012 - November 2012
Oglethorpe University September 2011 - May 2012
Skills
Networking, Life Insurance, Health Insurance, Leadership, Higher Education, Entrepreneurship, Market Research, Event Planning, Spanish-speaking
Education
Oglethorpe University 2011 — 2015
Bachelor of Arts (BA), International Studies, Senior
University of Oxford 2013 — 2014
Bachelor of Arts (B.A.), International/Global Studies
New York Life Insurance Company 2008 - Present
SunTrust Investment Services 1999 - 2008
Skills
College Recruiting, Financial Recruiting, Hands on Leader, Interviewing, Training, Thought Leadership, Insurance, Fixed Annuities, Public Speaking, Customer Service, Sales, Finance, Employee Benefits, Business Planning, Leadership, Recruiting, Strategy, Interviews, Management, Financial Services, Team Building
Education
Oral Roberts University
Bachelor of Science (BS), Accounting
New York Life Insurance Company December 2010 - Present
Skills
Gifting Strategies, Key Person Protection, Multi-tasking Skills, Family Security, Multi-generational..., Legacies, Licensed Life Insurance..., Small Business, Time Management, Budgets, Customer Service, Microsoft Office, Microsoft Excel
Education
Olivet Nazarene University 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Sherwin Williams May 2012 - Present
New York Life Insurance Company September 2011 - March 2012
Omni Media June 2009 - July 2011
Northwestern Mutual November 2010 - January 2011
Education
Ohio University 2007 — 2011
Business Administration, Financial Economics
St. Joseph Academy 2003 — 2007
High School Diploma
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company January 2013 - September 2013
New York Life Insurance Company May 2011 - December 2012
New York Life Insurance Company September 2006 - April 2011
New York Life Insurance Company February 2004 - September 2006
New York Life Insurance Company April 2002 - February 2004
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Insurance, Long-term Care, Mutual Funds, IRAs, Human Resources, Finance, Employee Benefits, Wealth Management, Leadership, Small Business
Education
The American College 2006 — 2008
Chartered Financial Consultant - ChFC, Financial Planning and Services
The American College 2002 — 2004
Chartered Life Underwriter - CLU, Life Insurance
Oregon State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Finance
Western Oregon University 1996 — 1997
Allstate March 2005 - Present
Allstate January 2005 - Present
New York Life Insurance Company September 2004 - March 2005
2004 Tuition Painters LLC January 2000 - September 2004
Tuition Painters LLC January 2001 - January 2002
Skills
Insurance Planning, Mutual Funds, Spanish, Disability Insurance, Long Term Care, Worksite, Term Life Insurance, Universal Life, Retirement Planning, IRA's, Series 6, Series 63, Property & Casualty..., Insurance, Life Insurance, Fixed Annuities, Sales, Finance, Investments
Education
Old Dominion University 2001 — 2004
Bachelor of Science (BS), International Business
Old Dominion University 2001 — 2004
B.A., Bachelor of Science, International Business
Tidewater Community College 1999 — 2001
Tidewater Community College Virginia
ULACIT
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company May 2013 - Present
Customer Magnetism March 2011 - May 2013
Skills
Business Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, CRPC, CRPS, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Licensed Life & Health..., Protection..., Wealth Preservation..., Succession Planning, Small Business, Legacies, Retirement Planning, Finance
Education
Old Dominion University 1995 — 1999
Marketing
Shenandoah University 1994 — 1995
salem high school 1991 — 1993
New York Life Insurance Company Financial Services ProfessionalNew York Life & MainStay InvestmentsJune 2013 - Present
Education
Ohio Christian University 2004 — 2008
Christian Ministries, Theology and Religious Vocations
Glen Este High School 2000 — 2004
High School Diploma
Cameron November 2013 - Present
Taylor Valve Technology February 2012 - October 2013
New York Life Insurance Company March 2010 - February 2012
Skills
Contract Negotiation, Sales, Petroleum, Engineering, Oil & Gas, Negotiation, Energy, Microsoft Excel, Purchasing, Valves, Marketing, Excel, Oilfield, Upstream, Pipelines, Supply Chain Management, Procurement, Business Management, International Sales, Graphic Design, Microsoft Word, SAP, ISO, Lean Six Sigma, Leadership, Customer Service, Project Management, Lean Manufacturing, Management, Manufacturing, PowerPoint, Microsoft Office
Education
Oklahoma State University 2005 — 2009
Bachelor of Arts (BA), Fine and Studio Arts
Seminole State College 2003 — 2005
Associate of Science (AS), Computer Science
H & R Block January 2014 - Present
LifeNet Health May 2015 - July 2015
Obbco Safety & Supply, INC May 2015 - June 2015
Lionbridge Technologies Inc. June 2013 - October 2014
New York Life Insurance Company October 2012 - December 2013
TAPS Teachers and Parents Store Corp May 2010 - May 2013
Mid World Service, Hampton Roads Live Magazine January 2010 - May 2010
TAPS, Teachers and Parents Store November 2004 - September 2007
Skills
MS Word, MS Outlook, MS..., Principles of..., International Financial..., Advertising Promotion, Computer Information..., Speak Languages:..., Business Honors Student..., Phi Theta Kappa..., Tutor as Foreign..., The Access College..., Microsoft Office..., Award of Art Show 2004..., Social Networking, Time Management, Finance, Management, Insurance, Budgets, Advertising, Credit, SEO, Accounting, Investments, Sales, Human Resources, Marketing Strategy, Public Relations, Interviews, Account Reconciliation, Analysis, Customer Service, Fundraising, Leadership, Marketing, Microsoft Excel, Program Management, Small Business
Education
Old Dominion University 2015 — 2016
Accounting, Accounting
Old Dominion University 2008 — 2010
Bachelor of Science in Business Administration, Business Administration; Marketing; Finance, Economics, Decision Sciences, Marketing
Tidewater Community College, Virginia 2005 — 2007
Bachelor of Science, Marketing; Principles of Accounting; Finance, Economics, Decision Sciences, Marketing
TRAVEL PLANNERS INTERNATIONAL 2005 - Present
New York Life Insurance Company May 1965 - Present
Skills
agent at New York Life..., CLU, ChFC, Vacation, Cruises, Leisure Travel, Adventure Travel, Tourism, Hotels, Travel Management, Hotel Booking
Education
The Ohio State University 1958 — 1959
Ohio University 1955 — 1957
Academy 1953 — 1955
Bexley 1943 — 1953
The Kraft Heinz Company July 2015 - Present
The Kraft Foods Group January 2012 - Present
Kraft Foods Group July 2001 - January 2012
Kraft Foods Group February 1987 - June 2001
New York Life Insurance Company 1985 - 1987
Skills
Sales Management, Employee Training, Trade Shows, FMCG, Food, Forecasting, Catering, Customer Service, Sales, Key Account Management, Key Account Development, Team Building, Account Management, Marketing Strategy, New Business Development, Sales Operations, P, Cross-functional Team..., Consumer Products, Food Industry
Education
Ohio Wesleyan University 1980 — 1985
Bachelor of Arts (B.A.), Business/Managerial Economics
Ohio Wesleyan University 1980 — 1985
Bachelor of Arts (B.A.), Geology/Earth Science, General
Unemployed Pastor/Programmer AnalystIglesia Fe Apostolica, Inc2002 - 2013
New York Life Insurance Company February 1999 - May 2000
The Equitable March 1991 - November 1997
Skills
Oracle, MySql, DB2, Microsoft ACCESS, PL/SQL DEVELOPER, XAMPP, Oracle SQL Developer, MSSQL Server, Java, Python, PHP, HTML, JavaScript, C++
Education
Nyack College
M.P.S, Urban Theology
Nyack College
Bachelor of Science (BS), Computer Science
New York Life & MainStay Investments January 2015 - Present
New York Life & MainStay Investments January 2013 - December 2014
New York Life & MainStay Investments August 2012 - January 2013
New York Life Insurance Company August 2011 - August 2012
New York Life & MainStay Investments February 2009 - August 2011
AXA Equitable September 2008 - December 2008
Brentler Inc. November 2006 - September 2008
Skills
Series 7, Series 63, Retirement Planning, Series 6, Retirement, Mutual Funds, Guaranteed Lifetime..., Investments, Fixed Annuities, Asset Allocation, Securities, Insurance, Variable Annuities, Wealth Management, 401k
Education
Ohio Wesleyan University 2002 — 2006
The Pingry School 1998 — 2002
Far Hills Country Day School 1987 — 1998
New York Life Insurance Company August 2013 - Present
Farifield County Board of Education November 2012 - June 2013
Tacklemaker Gloves July 2009 - December 2011
Procter & Gamble November 2001 - June 2009
Fountain of Youth Technologies January 2001 - November 2001
Nationwide Financial Services June 1999 - July 2000
National Deferred Compensation March 1994 - June 1999
National Deferred Compensation March 1994 - June 1999
(Acquired by Nationwide Financial Services in 1999) 1999 - 1999
National Deferred Compensation August 1997 - September 1998
Skills
Leadership, Business Development, Strategic Planning, Management, Sales, Key Account Management, Training, New Business Development, Selling, Asset Protection, 401(k) Rollovers, Investments, Insurance, Estate Planning, Retirement planning, Annuity Sales, Protection..., Collaboration, Wealth Preservation..., Gifting Strategies, Multi-Generational..., Succession planning, Small Business, Key Client Relationships, Entrepreneurship, Product Development, Commercial Sales, Persuasive Selling, Consultative Sales..., Problem Solving, Customer Service, Presentations, Marketing Communications, Web Content, Project Management, Operations Management, Program Implementation, Business Planning, Trade Shows, Marketing Research, Negotiation, Web Design, International Business..., International..., Heavy Equipment..., Pioneering, Substitute Teaching, FLMI, Succession Planning, Retirement Planning
Education
Ohio University 1982 — 1984
B.B.A., Finance (With Honors)
The Ohio State University 1979 — 1982
Finance, General
Bloom Carroll High School
New York Life Insurance Company October 2014 - Present
Barre Cleveland June 2012 - Present
Victoria's Secret November 2013 - October 2014
Victoria's Secret December 2012 - October 2014
Rebecca Adele PR & Events August 2013 - November 2013
Figleaf Athens August 2012 - May 2013
Skills
Microsoft Office, Organized, Approachable, Strong communication..., Social Media, Retail, Merchandising, Sales, Inventory Management, Customer Service, Loss Prevention, Budgets, Apparel, Time Management, Management, Facebook, Teamwork, Social Networking
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Beachwood High School 2005 — 2009
Wild Olive Insurance and Financial Services September 2011 - Present
New York Life Insurance Company 2004 - Present
Nelson Financial Group Scottsdale, Arizona February 2004 - September 2011
Arizona Office Technologies July 1997 - February 2004
Skills
Personal Planning and..., Retirement Planning, Fixed Annuities, Life Insurance, Strategic Planning, Insurance, Retirement, Estate Planning, Employee Benefits, 401k, Small Business, Disability Insurance, New Business Development, IRAs, Strategic Financial..., Marketing, Long-term Care, Sales, Term Life Insurance, Financial Services, Financial Advisory, Financial Planners, Long Term Care Insurance, Wealth Accumulation, Series 63, Finance, Asset Management, Management, Mutual Funds, College Savings Plans, 401k Rollovers, Investments, Wealth Management, Wealth, Asset Allocation, Series 7, Buy-sell Agreements, Health Insurance, Whole Life, Licensed Life Insurance..., Qualified Retirement..., Universal Life, Pensions, Retirement Plan..., Roth IRA, Mortgage Lending, Series 6, 529 Plans, Defined Benefit, Variable Annuities
Education
Dale Carnegie Trainng 1987 — 1997
public speaking, leadership development
Oregon State University 1983 — 1986
Bachelor of Science (BS), Business Marketing
Walla Walla College 1981 — 1982
Farmers Insurance February 2012 - Present
New York Life Insurance Company May 2010 - January 2012
Skills
Financial Planning, Public Relations, Marketing Strategy, Insurance, Property & Casualty..., Term Life Insurance, Whole Life, College Savings Plans, Entrepreneurship, Investments, Time Management, Social Networking, Business Networking, Client Services, Client Retention, Client Relationship..., Business Strategy, Business Planning, Business Management
Education
Oklahoma State University 2006 — 2010
Bachelor of Science, Marketing/Finance
Martin High School 2002 — 2006
Mutual of Omaha December 1998 - Present
New York Life Insurance Company August 1995 - December 1998
Gage Western Store July 1973 - December 1995
Skills
Term Life Insurance, Life Insurance, Long-term Care, Fixed Annuities, Whole Life, Medicare, Universal Life, General Insurance, Group Insurance, Group Life, 401k, IRAs, Employee Benefits, Financial Planners, Health Insurance, Customer Service, Claim, Insurance, Retirement, Estate Planning, Retirement Planning, Underwriting
Education
Oklahoma State University 1968 — 1972
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company September 2010 - Present
United States Soccer Federation January 1997 - Present
Wells Fargo March 2006 - February 2011
Education
Old Dominion University 2002 — 2006
COUNTRY ® Financial September 2010 - May 2013
New York Life Insurance Company October 2009 - November 2011
Conflict Resolution Services March 2000 - September 2010
Lane Community College September 2000 - September 2004
Skills
Fixed Annuities, Small Business, Public Speaking, Estate Planning, Life Insurance, Social Media, Employee Benefits, Event Planning, Marketing Strategy, Long Term Care Insurance, Research, Financial Analysis, Leadership, Strategic Financial..., Team Building, Retirement, Training, Portfolio Management, Health Insurance, Entrepreneurship, Mutual Funds, Time Management, Leadership Development, Strategic Planning, Budgets, Financial Advisory, Fundraising, Securities, Wealth Management, Whole Life, IRAs, Non-profits, Real Estate, Negotiation, Social Networking, Business Planning, Management, Nonprofits, Team Leadership, New Business Development, Family Mediation, Conflict Management
Education
University of Oregon 1996 — 1999
M.S., Conflict Resolution
Ohio University 1987 — 1999
B.S., Eco-feminism
Staples High School 1984 — 1987
GED
Alliant Insurance Services February 2014 - Present
Aon Risk Management & Consulting May 2013 - February 2014
Arthur J. Gallagher & Co. October 2005 - May 2013
New York Life Insurance Company October 2004 - September 2005
United Way of Fresno County August 2001 - September 2004
Skills
Employee Benefits, Insurance, Health Savings Accounts, Marketing, Health Insurance
Education
University of San Diego 1999 — 2000
BA, Business
Oregon State University 1996 — 1999
Under graduate, Business Administration and Management, General
The Amos Agency LLC July 2007 - Present
New York Life Insurance Company March 2004 - May 2013
VistaCare Hospice 1996 - 2003
Richard M. Campbell Veterans Nursing Home 1990 - 1992
Skills
Non-profits, Long Term Care Insurance, Marketing, Fundraising, Estate Planning, Team Leadership, Healthcare Management, senior market..., Nonprofits, Whole Life, Healthcare, Leadership, Training, Sales
Education
Medical University of South Carolina 1980 — 1983
MHA, Health services Administration
Old Dominion University 1978 — 1979
Certificate Program, Gerontology
University of Kansas 1974 — 1976
RMT, Music Therapy
Salem College 1970 — 1974
BM, Music Education/Voice
Kings Mountain High School
Allstate Financial Services (Sales Manager and Recruiter) January 2011 - Present
Allstate Financial Services April 2003 - January 2011
New York Life Insurance Company January 2000 - March 2003
Skills
Series 6, 7, 63, 24,..., Series 6, Estate Planning, Life Insurance, Long-term Care, Property & Casualty..., Mutual Funds, Fixed Annuities, Commercial Insurance, Term Life Insurance, Financial Services, Retirement Planning
Education
Oklahoma State University
Bachelor of Science, Education
The University of New Mexico
Parrish Partners, LLC January 2013 - Present
Kelly Services April 2010 - January 2013
Deloitte March 2006 - April 2009
Intel Corporation January 2005 - January 2006
New York Life Insurance Company January 2001 - January 2005
Skills
Event Planning, Strategic Planning, Project Management, Project Planning, Public Speaking, Trade Shows, Administrative..., Marketing, Executive Support, Computer Graphics, Graphic Design, Inside Sales, Tourism, Hotel Reservations
Education
Orange Coast College
Business Administration
New York Life Insurance Company May 2015 - Present
Course Hero, Inc. June 2014 - March 2015
U.S. Army Reserve August 2011 - January 2014
The District at ODU June 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Windows
Education
Old Dominion University 2011 — 2015
Bachelor's Degree, International/Global Studies, Senior
James W. Robinson High School 2007 — 2011
Advanced Diploma, American History (United States)
Intuit October 2014 - Present
Manzama May 2014 - August 2014
Thomson Reuters January 2014 - May 2014
Thomson Reuters January 2013 - December 2013
Thomson Reuters April 2007 - December 2012
Thomson Reuters January 2005 - January 2007
New York Life Insurance Company January 2003 - January 2005
Valley Turf Inc January 1999 - January 2003
Skills
Sales Process, Sales Presentations, Sales Effectiveness, Pipeline Development, Pipeline Management, Software Consulting, Consulting, Customer Service, Customer Value..., Outside Sales, Telecommunications, Remote Access, Sales Prospecting, Cold Calling, Vision Creation, Enterprise Software, Virtual Teams, Territory Management, Contract Negotiation, Business Development, Solution Selling, SaaS, Professional Services, Cloud Computing, Document Management, Business Intelligence, Salesforce.com, Leadership, Sales
Education
Ohio Northern University 1988 — 1993
B.S, Manufacturing Engineering & Management
Ohio Northern University 1988 — 1993
Bachelor of Science (BS), Business/Managerial Economics
SEO Exposed April 2015 - Present
Last Call Productions September 2012 - Present
Archbishop Moeller High School March 2008 - Present
Naked Lime June 2014 - April 2015
New York Life Insurance Company October 2013 - June 2014
Tier 2 July 2013 - January 2014
MileSplit, Inc. 2013 - 2014
CBTS December 2011 - December 2012
Wahl Marketing August 2011 - May 2012
High School Tutoring August 2011 - 2012
Skills
Marketing, Microsoft Office, Editing, Final Cut Pro, InDesign, Social Media, SEO, WordPress, Blogging, Customer Service, Coaching, Training, Microsoft Excel, Sales, Facebook, Public Relations, Adobe Creative Suite, Research, Photoshop, QuarkXPress, New Media, Event Planning, Creative Writing, Leadership, Press Releases, Public Speaking, PowerPoint, HTML, Digital Marketing, Social Media Marketing
Education
Ohio University 2004 — 2011
B.S., Magazine Journalism
Archbishop Moeller High School 2000 — 2004
High School
Children's Mercy Hospital September 2015 - Present
Henderson Engineers, Inc July 2015 - Present
Three Dog Bakery October 2013 - July 2015
Oklahoma State University January 2011 - May 2013
New York Life Insurance Company May 2012 - August 2012
In the Middle Cupcakes June 2011 - August 2011
Truman Medical Centers June 2007 - 2009
Skills
PowerPoint, Microsoft Word, Enthusiasm to learn, Customer Service, Facebook, English, Leadership, Marketing, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Customer Relations, Problem Solving, Lotus Notes, FileMaker, Spanish, Time Management, Higher Education, Event Planning, Fundraising, Writing, Word, Excel, Copywriting, Magento
Education
Oklahoma State University 2009 — 2013
Bachelor of Science (B.S.), General Business
Lee's Summit High School 2005 — 2009
Cutler Group, LLC October 2014 - Present
New York Life Insurance Company January 2011 - March 2015
Cranbrook Wealth Management, LLC December 2005 - June 2011
Troy School District February 2002 - June 2009
Skills
Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, Estate Planning, Retirement Planning, Underwriting, Retirement, Universal Life, Series 63, Financial Advisory, Wealth Management..., Workers Compensation, Permanent Life Insurance, Mutual Funds, Health Insurance, Insurance, Whole Life, Wealth Management, Strategic Financial..., Asset Allocation, Pensions, Investments, Financial Services, Brokers, Series 6, Finance, Financial Analysis, Asset Protection, College Savings Plans, 401k, Series 7, Securities, Employee Benefits, Small Business, Investment Advisory, Alternative Investments, Financial Planners, Asset Management, Trust Services
Education
Oakland University
Oakland Community College
Troy High School, MI
NYLIFE Securities LLC September 2011 - Present
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company November 2013 - May 2014
Premier Nationwide January 2010 - September 2010
Grandmark Of Oklahoma April 2002 - December 2009
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Licensed in Long Term..., Life Insurance, Lifetime Income..., Retirement Planning, Wealth Preservation..., Retirement, Mutual Funds, Fixed Annuities, Small Business, Term Life Insurance, Leadership, Financial Services, Business Planning
Education
Oklahoma State University
University of Central Oklahoma
Edmond Memorial
Woodland Hills High School February 2013 - Present
New York Life Insurance Company February 2010 - March 2012
Education
Ohio University 2015 — 2016
Master of Science in Athletic Administration
University of Pittsburgh 1988 — 1993
Public Administration, Business
New York Life Insurance Company December 2014 - Present
American General March 2012 - Present
AJE Environmental March 2009 - December 2011
CRT Staffing January 2008 - February 2009
Skills
Coaching, Strategic Planning, Customer Service, Recruiting, Account Management, Training, Sales, Team Building, Leadership, Sales Management, Leadership Development, New Business Development, Management, Business Development, Direct Sales, Human Resources
Education
Oberlin College 1968 — 1972
BA, Education
Oberlin College
Bachelor of Arts (BA), Voice and Opera
Omni Property Companies March 2012 - Present
Robert Half Finance & Accounting July 2011 - December 2011
New York Life Insurance Company September 2010 - June 2011
Prosperity Properties Inc. April 2004 - May 2010
Sterling Oaks Independent Living Community October 2007 - January 2010
Dubeansky's Landscaping & Wholesale Supply Inc. June 2001 - April 2004
Consolidated Foodservice June 1998 - June 2001
Skills
Accounting, Financial Accounting, Property Management, Real Estate, Microsoft Excel, Real Estate Development, IFRS, Real Estate Transactions, Financial Analysis
Education
Ohio University
Bachelor of Business Administration (BBA), Accounting
New York Life Insurance Company Financial Services ProfessionalNYLIFE Securities LLC2013 - Present
GEICO 1999 - 2012
Skills
401k Rollovers, Permanent Life Insurance, Long Term Care Insurance, College Funding..., Key Person Insurance, Buy-sell Agreements, Financial Services, Finance, Financial Planning
Education
Old Dominion University
Bachelor's Degree, Sociology
Hitachi July 2014 - Present
US Trust January 2011 - Present
New York Life Insurance Company January 2011 - Present
ClickBank January 2011 - Present
DTCC April 2013 - Present
Western Union August 2010 - Present
PAICR July 2010 - Present
ICIC February 2010 - Present
Bank of America 2008 - Present
Verizon January 2013 - Present
Skills
Video Production, Video, Commercial Photography, Documentaries, Television, Event Photography, Event Planning, Portrait Photography, Broadcast, Digital Photography, Digital Media, Entertainment, Advertising, Final Cut Pro, Video Editing, Social Media Marketing, Event Management, Film, Producing, Production Managment, Social Media, Post Production, Theatre, Commercials, Film Production, Broadcast Television, Multimedia, New Media, HD Video, Live Events, Camera, Editing, Editorial, Media Production, Music, Digital Video, Corporate Events, Mac, Social Networking, Press Releases, Photography, Sound, Media Relations, Corporate Communications, Public Relations, Brand Development, Internal Communications, Corporate Branding, Strategic Communications, Marketing Communications
Education
Ohio University
BFA
Oregon (Northwest Workshops)
Photography & Print Making
New York Life Insurance Company September 2012 - Present
Oklahoma State University March 2012 - July 2012
The Buckle July 2011 - September 2011
Williams Construction May 2011 - July 2011
Fiesta Mart, Inc. May 2010 - December 2010
Chupp Implement May 2009 - August 2009
Skills
Mac OS, Customer Service, Office Management, Janitorial, Organized Multi-tasker, Creative Direction, Problem Solving, Competitive Intelligence, Business Intelligence, Web Intelligence, Web Design, Deadline Driven, Goal Oriented, Artistic Vision
Education
Oklahoma State University 2011 — 2015
Bachelor of Arts (BA), Business/Managerial Economics, Sophomore
New York Life Insurance Company November 2011 - Present
Infiniti Financial October 2010 - Present
Infiniti Financial October 2010 - December 2011
Skills
Retirement, Strategic Financial..., Retirement Planning, Long-term Care, Fixed Annuities
Education
Nyack College 2008 — 2011
MBA, FINANCE
Alphanumeric July 2014 - Present
U.S. Medical Supplies April 2013 - May 2014
New York Life Insurance Company January 2011 - June 2012
SunTrust Investment Services September 2007 - January 2011
Huntington National Bank May 2004 - September 2007
Skills
CompTIA Network+, CompTIA A+ Certification, IT Solutions, MTA Server, Wireless Networking, MTA Security, Leadership, Analysis, Sales, Strategic Planning, Problem Solving, Analyze Problems, People Skills, Microsoft Office, Mentoring, Negotiation, Business Development, Windows, Team Leadership, Internet
Education
MyComputerCareer.com 2014 — 2014
Information Technology
Ohio University
BS, Chemical Engineering
Wake Technical Community College
Continuing Education
E*TRADE Financial October 2011 - Present
Total Benefits Partners September 2009 - September 2011
MassMutual Financial Group / Piedmont Financial, LLC September 2009 - October 2010
New York Life Insurance Company August 2006 - August 2009
Education
Oglethorpe University 2001 — 2006
Kmart Corporation February 2013 - February 2014
Dick's Sporting Goods May 2012 - September 2013
Hertz May 2011 - December 2011
New York Life Insurance Company May 2010 - November 2010
Skills
Retirement Planning, Microsoft Office, Sales, Customer Service, Marketing, Social Media Marketing, Investments, Public Speaking, Teamwork, Business Planning, Business Strategy, Insurance, Social Networking, Time Management, Microsoft Excel, Business Development, Sales Management, Leadership, Management, Recruiting, Training, Account Management, Public Relations, Customer Satisfaction
Education
Olivet Nazarene University 2006 — 2009
Finance/Business Management, Economics, Finance, Management, Leadership
LifeSecure Insurance Company May 2010 - August 2013
Assurity Life Insurance August 2008 - May 2010
Financial Freedom June 2006 - August 2008
Kansas City Life Insurance Company May 2005 - June 2006
Genworth February 2003 - May 2005
Eagle Financial Firm September 2000 - February 2003
New York Life Insurance Company September 1994 - September 2000
Skills
Leadership Development, Strategic Financial..., Strategic Planning, Marketing, New Business Development, Sales Management, Team Building, Financial Planning, Investment Advisory, Investment Strategies, Wealth Management, Long Term Care Insurance, Life Insurance, Health Insurance, Sales, Employee Benefits, Financial Services, Retirement, Retirement Planning, 401k, Property & Casualty..., Process Improvement, Account Management, IRAs, Financial Planners, Investments, Healthcare, Mutual Funds, Series 7, Finance, Financial Advisory, Series 63, Pensions, Wealth, Securities, Asset Allocation, Portfolio Management, Wealth Accumulation
Education
Oklahoma State University 1989 — 1993
BS, Business
Southern Nazarene University 2003 — 2005
MBA, Business/Finance
The American College 2005 — 2006
CLF
AIG February 2014 - Present
New York Life Insurance Company September 2013 - February 2014
Farmers Insurance January 2009 - July 2013
Nationwide Insurance January 2008 - January 2009
Allstate Financial April 2006 - January 2008
Skills
Insurance, Life Insurance, Financial Services, Fixed Annuities, Sales, Strategic Financial..., Training, Property & Casualty..., 401k Rollovers, Small Business, Team Building, Retirement Planning, Financial Planning, Licensed Life Insurance..., Wealth Preservation..., Annuity Sales, Variable Annuities, Securities, Succession Planning, Protection..., Variable Life
Education
Ohio Wesleyan University 1975 — 1979
B.A., Botany-Bacteriology, Geology
Richard Petty Driving Experience March 2015 - Present
Flamingo Las Vegas July 2012 - February 2015
New York Life Insurance Company December 2009 - July 2012
Amusement Game Rentals (AGR) January 2009 - August 2009
Champion Exposition Services December 2007 - November 2008
Caesars Palace March 2005 - December 2007
Caesars Palace October 2002 - March 2005
Harrah's Entertainment January 2002 - October 2002
Caesars Palace May 2000 - January 2002
Skills
Hotels, Hospitality Industry, Hospitality Management, Hospitality, Resorts, Revenue Analysis, Food & Beverage, Meeting Planning, Hotel Management, Restaurants, Casino, Catering, Micros, Event Management
Education
Oklahoma State University 1996 — 2000
B.S., Hotel and Restaurant Admin
Enid High 1992 — 1994
TUTTLE-CLICK FORD LINCOLN August 2015 - Present
AutoNation October 2012 - August 2015
Assured Performance Network October 2009 - October 2012
Pep Boys April 2009 - December 2009
New York Life Insurance Company September 2008 - March 2009
Weseloh and Sons Chevrolet Hummer July 2006 - September 2008
Weseloh and Sons Chevrolet Hummer February 2003 - November 2005
Crevier BMW July 1999 - February 2003
Phillips Buick May 1996 - July 1999
Fidelity National Title April 1994 - June 1996
Skills
Inventory Management, Customer Relations, Coaching, Dispatching, Customer Service, Automotive, Excel, Retail, Word, Team Building, PowerPoint, Problem Solving, Customer Satisfaction, Account Management, Microsoft Office, Administration, Operations Management, Process Improvement, Vehicles, Parts, Insurance, Negotiation, Product Development, Microsoft Word, Sales Management, Customer Retention, Profit, Automobile, Sales, Automotive Aftermarket, Strategic Planning, New Business Development, Sales Process, Business Planning, Sales Operations
Education
Orange Coast College 1990 — 1991
New York Life Insurance Company June 2015 - Present
Buca di Beppo January 2011 - December 2014
Skills
Leadership, Public Speaking, Customer Service, Management, Sales, Teamwork, 401k Rollovers, Business Insurance..., Estate Planning, Key Person Protection, Legacy Planning, Licensed Life and..., Long Term Care Insurance, Retirement Planning, Risk Management, Supplements to Employee..., Customer Relations, Networking, Social Media Marketing, Strategic Planning, Time Management, Creative Problem Solving
Education
Oklahoma State University 2011 — 2015
Bachelor’s Degree, Finance, General
NYLIFE Securities LLC November 2014 - Present
New York Life Insurance Company September 2014 - Present
Energen of Virginia September 2010 - June 2014
Skills
Retirement Planning, Investments, Finance, Estate Planning, Customer Service, Retirement, Small Business, Insurance, Social Media, Life Insurance, Office Management, Time Management, Outlook, Administrative..., Data Entry, Public Speaking, Office Administration, 401k Rollovers, Education Funding..., Grandchild Gifting, Legacies, Protection Planning/..., Wealth Preservation..., Networking, Account Management, Sales
Education
Old Dominion University 2009 — 2014
Bachelor of Science (B.S.), Criminal Justice and Corrections, 3.85 GPA
Ocean Lakes High School 2005 — 2009
Advanced Diploma, Math and Science Academy, 3.89 GPA
New York Life Insurance Company 2014 - Present
Skills
Army, Security Clearance, Top Secret, Force Protection, Critical Thinking, Command, Military Experience, Military Operations, Afghanistan, Microsoft Excel, Counterinsurgency, Intelligence Analysis, Microsoft Office, Security+, Logistics Management, Program Management, DoD, Counterterrorism, Organizational..., Military, Operational Planning, National Security, Weapons, Physical Security, Government, Intelligence, Logistics, Military Training, Homeland Security, Information Assurance, International Relations, Military Logistics, Defense, Inventory Management, Team Leadership, Emergency Management, Leadership, Conflict Management, Combat Lifesaver, Weapons Handling
Education
Ohio University 2004 — 2007
Business/Corporate Communications
The Ohio State University 2003 — 2010
Business, Management, Marketing, and Related Support Services
NYLIC University
Finance, Investments, Mutual funds, Insurance
Tiffin University 2012 — 2016
MBA in progress, International Business
Tiffin University 2010 — 2012
Bachelor's degree, Business Administration and Management, General
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company March 2009 - Present
Skills
Licensed Life Insurance..., LUTCF, Insurance, Annuity Sales, 401(k) Rollovers, Protection..., Key Person Protection, Estate Planning, Wealth Preservation..., Legacies, Thought Leadership, Time Management, Multi-Tasking Skills
Education
The American College 2011 — 2012
Life Underwriter Training Council Fellow, LUTCF®
Old Dominion University 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Burke & Burke Insurance LLC August 2012 - Present
New York Life Insurance Company June 2011 - July 2012
TGI Fridays April 2000 - May 2011
Skills
Sales Management, Customer Service, Customer Satisfaction, Insurance, Leadership, Management, Team Building, Training, Account Management, Budgets
Education
Old Dominion University 1996 — 1998
Business
City of Wichita, KS August 2014 - Present
Leaders in Call Center Management in the Cleveland/Akron, Ohio Area 2014 - Present
Cardinal Health December 2012 - March 2014
New York Life Insurance Company August 2000 - July 2012
New York Life Insurance Company August 2003 - March 2005
New York Life Insurance Company August 2000 - August 2003
Skills
Leadership, Leadership Development, Training, Customer Service, Project Management, Call Centers, Process Improvement, Sales, Situational Leadership, Team Leadership, Call Center..., Management, Customer Satisfaction, Employee Relations, Financial Services, Life Insurance, Customer Engagement, Management Accounting, Financial Accounting, Cross-functional Team..., People Development, Mortgage Banking, Residential Mortgages, DE Mortgage Underwriter, Accounting, Virtual Teams, Remote Infrastructure..., Fixed Annuities, Variable Annuities, Mortgage Lending, Customer Experience, Call Center Development, Customer Retention, Customer Support, Long-term Customer..., Employee Training, Strategic Leadership, Business Strategy, Strategic Planning, Change Management, Team Management, Operations Management, Team Building, Forecasting, Coaching, CRM, Sales Operations, Vendor Management, Performance Management, Start-ups
Education
Oklahoma Panhandle State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, 3.89
DIVURGENT August 2015 - Present
Divurgent November 2014 - August 2015
Divurgent February 2014 - November 2014
Encompass Home Health March 2013 - February 2014
Advanced Technologies in Home Care April 2012 - March 2013
DPS Inc September 2011 - January 2012
Chesapeake Government Health Services September 2011 - November 2011
Chesapeake Government Health Services May 2010 - September 2011
LifeNet Health December 2009 - April 2010
New York Life Insurance Company January 2009 - November 2009
Skills
Recruiting, Interviews, Applicant Tracking..., Leadership, Talent Acquisition, Marketing Communications, Sourcing, Human Resources, Taleo, Temporary Placement, Healthcare, Payroll, Employee Relations, New Hire Orientations, Training, Customer Service, Cold Calling, Temporary Staffing, Sales, Onboarding, Ceridian, Marketing, Management, 10 Key, Business Development, Staffing Services, Hospitals, New Business Development, Leadership Development, Microsoft Office, ACT, Customer Relations, Taleo Business Edition, Conflict Resolution, Internet Recruiting, Resume Writing, Insurance, Building Relationships, Contract Recruitment, Career Development, Physicians, Social Networking, Screening Resumes, Screening, Account Management, Home Health Agencies
Education
Old Dominion University 2005 — 2008
Bachelor's Degree, Business/Corporate Communications
Thomas Nelson Community College 1998 — 2000
A.A.S Early Childhood Development, Child Development
Interstate Outdoor Advertising December 2010 - Present
New York Life Insurance Company January 2008 - December 2010
Lincoln Investment Planning July 2003 - January 2008
Skills
Advertising, Account Management, Marketing Strategy, New Business Development, Online Advertising, Sales, Sales Management, Media Planning, Media Buying, Digital Media, Online Marketing, Cold Calling, Email Marketing, Advertising Sales, Integrated Marketing, Digital Marketing, Social Media Marketing, Marketing, B2B, Relationship Marketing, Outdoor Advertising
Education
Old Dominion University 2000 — 2004
Finance (Insurance and Financial Services)
New York Life Insurance Company May 2015 - Present
Ridgemont Commercial Construction May 2009 - August 2012
Education
Oklahoma City University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
John Paul II High School 2005 — 2009
New York Life Insurance Company June 2014 - Present
Skills
Marketing, Business Development, Sales, Leadership, Customer Service, Selling, Sales Management, Training, Social Networking, Marketing Strategy, Coaching, Investments, Cold Calling, Social Media, Management, Entrepreneurship, Public Speaking
Education
Orange Coast College 2011 — 2014
Business Administration and Management, General
New York Life Insurance Company April 2015 - Present
LSE Health and Wellness April 2014 - June 2015
MKTG INC October 2013 - December 2013
Dr. Lucy's Cookies September 2012 - October 2013
Walmart April 2009 - August 2009
Skills
Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Estate Planning, 401k Rollovers, Multi-generational..., Employee Benefits, Long Term Care Insurance, Portfolio Management
Education
Old Dominion University 2009 — 2015
Bachelor of Science (B.S.), Criminal Justice/economics
Comerica Bank July 2015 - Present
Comerica Bank April 2015 - July 2015
Comerica Bank June 2014 - April 2015
Comerica Bank January 2014 - June 2014
Union Bank June 2012 - January 2014
Bank of America 2010 - June 2012
New York Life Insurance Company 2004 - 2010
Safelite AutoGlass 1997 - 1999
Skills
Home Equity Lines of..., Banking, Loans, Credit, Finance, Consumer Lending, Leadership, Sales, Management, Small Business Lending, Insurance, Sales Presentations, Asset Management, Recruiting, Credit Cards, Life Insurance, Loan Origination, Team Leadership, Mutual Funds, Mortgage Lending, Small Business, Sales Leadership..., Balance Sheet, Christian Ministry, Creative Problem Solving, Home Equity Loans, Fixed Annuities, Retail Banking, Commercial Lending, Variable Annuities, Long Term Care Insurance
Education
Orange Coast College
Business Administration and Management, General
SECO Manufacturing April 2013 - Present
American InterContinental University October 2011 - September 2012
New York Life Insurance Company March 2011 - January 2012
The Nutter Foundation May 2010 - May 2011
DiCola Insurance Services August 2010 - March 2011
Muscular Dystrophy Association March 2010 - March 2011
Kuker Ranken Inc 2003 - 2010
The PPI Group 2000 - 2003
Xerox Corporation 1997 - 2000
Nessco Supply 1990 - 1996
Skills
Retirement, Estate Planning, Disability Insurance, Outlook, Fixed Annuities, Contract Negotiation, Fundraising, Insurance, Health Insurance, Sales, Real Estate, Cold Calling, Preparedness, Business Development, Business Planning, Time Management, Retirement Planning, Social Media Marketing, Management, Training, Small Business, Sales Management, Negotiation, Microsoft Office, Term Life Insurance, Construction, Account Management, Leadership, Marketing Strategy, Public Speaking, Budgets, Social Networking, Customer Service, Networking, Public Relations, Event Planning, Life Insurance, Strategic Financial..., Social Media, Coaching, Staff Development, Leadership Development, Nonprofits, Investments, Long-term Care, New Business Development, Employee Benefits, Marketing, Microsoft Excel, Strategic Planning
Education
Ohio Northern University 1977 — 1981
BS, Civil Engineering
Wadsworth High School
Diploma
New York Life Insurance Company June 2015 - Present
Tri-W Lawn Services January 2007 - March 2015
Aeropines Golf Course, NAS Oceana May 2009 - September 2009
Skills
Writing, Grant Writing, Analytical Skills, Microsoft Office, Team Leadership, Teamwork, Presentations, Research, Public Speaking, Problem Solving
Education
Old Dominion University 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Bishop Sullivan Catholic High School 2007 — 2011
Advanced Studies Diploma with Honors
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company September 2013 - Present
Dillards September 2006 - August 2013
Foot Locker March 2005 - August 2006
Walmart August 1998 - January 2003
Skills
Insurance, Customer Satisfaction, Retirement, Small Business, Networking, Term Life Insurance, Permanent Life Insurance, Investments, 401k Rollovers, Mutual Funds, Estate Planning, Retirement Planning, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Education Funding..., Key Person Insurance, Life Insurance..., Problem Solving, Wealth Preservation..., Supplements to Employee..., Risk Management, Personal Finance, Licensed in Long Term..., Lifetime Income...
Education
Old Dominion University 2001 — 2004
Bachelor's degree, Occupational and Technical Studies Minor in Marketing
St. Augustine's College 1999 — 2001
James River High School 1996 — 1999
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
Ohio Dominican University October 2013 - May 2015
Ohio Dominican University August 2011 - May 2015
NiSource November 2014 - April 2015
NiSource May 2014 - August 2014
Skills
Teamwork, Time Management, Leadership, Public Speaking, Retirement Planning, Problem Solving, Networking, Strategic Planning
Education
Ohio Dominican University 2011 — 2015
Bachelor’s Degree, Financial Planning and Services, 3.77/4.0
Duke Realty Corporation January 2012 - Present
Georgia Quick Start August 2011 - January 2012
New York Life Insurance Company April 2011 - June 2011
Group 1 Automotive March 2008 - January 2010
Skills
Banking, Customer Service, QuickBooks, Sales, Cashiering, Petty Cash, Switchboard Operator, Receptionist Duties, Data Entry, Deposits, Outlook, Telephone Skills, Administrative..., CTI, Crystal Reports, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Customer Satisfaction, Bank Reconciliation, Account Reconciliation, Journal Entries
Education
University of Phoenix 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
CDM Institute 2011 — 2011
Certificate in Computerized Bookkeeping/Administration, Accounting Technology/Technician and Bookkeeping
Ocean County College 2007 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Long Branch High
New York Life Insurance Company August 2015 - Present
Compasion LLC September 2014 - July 2015
Skills
Microsoft Office, Leadership, Event Planning, Public Speaking, Social Media, Customer Service, Youth Mentoring
Education
Old Dominion University 2009 — 2013
Old Dominion University
New York Life Insurance Company July 2013 - Present
Skills
Time Management, 401(k) Rollovers, Asset Protection, IRA Rollovers, Key Person Insurance, Retirement Planning, Financial Services
Education
Ohio University 2008 — 2012
Bachelors of Business Administration
New York Life Insurance Company June 2015 - Present
Performance Harley Davidson May 2014 - June 2015
Burdick Lexus April 2013 - February 2014
Flex Hose Co., Inc. January 2009 - March 2013
Burdick Ford Inc February 1985 - January 2009
Skills
Sales Management, Sales, Customer Service, Purchasing, Customer Satisfaction, New Business Development, Account Management, Sales Process, Inventory Management, P&L Management, Team Building, Negotiation, Contract Negotiation, Manufacturing, Sales Operations, Operations Management, Leadership, Key Account Management, Selling, Pricing, Management, Strategic Planning, Profit, Cold Calling, B2B, Customer Retention, Logistics, Budgets, Marketing Strategy, Competitive Analysis, Sales Presentations, Wholesale, Retail, Trade Shows, Forecasting, Training, Business Planning, Marketing, Product Marketing, Income Statement, Business Development, Life Insurance, Retirement Planning, Financial Planning
Education
Onondaga Community College
Criminal Justice
New York Life Insurance Company August 2015 - Present
City of Norfolk November 2007 - Present
City of Norfolk January 2009 - June 2009
Delta Air Lines May 1994 - July 2006
Skills
Customer Service, Supervising, Microsoft Office, Materials, HAZOP, Commercial Driving, Daily Reports, Delegation, Hazardous Materials..., Inventory Control, Progress Monitoring
Education
Old Dominion University 2011 — 2016
Bachelor of Science (BS), Finance with a concentration in Risk Management & Insurance
Tidewater Community College 2008 — 2010
Associate of Science (AS), Business Administration and Management, General, 3.69
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2014 - Present
Grace Chapel September 2005 - August 2014
ADT Health July 2013 - April 2014
Cherry Financial Partners July 2012 - July 2013
Belmont Medical Supply, Inc. October 2007 - July 2013
Capital Choice Financial Services dba Oasis Financial Services January 2010 - June 2012
Adagio Big Band June 2009 - March 2011
Wink Webber Entertainment 2002 - August 2009
New England Cord Blood Bank, Inc. April 2004 - January 2007
Skills
Event Management, Music, Public Speaking, Strategic Planning, Composition, Musicians, Project Management, Management, Leadership, Marketing, Training, Sales, Fundraising, Relationship Marketing, Public Relations, Team Building, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Education Funding..., Estate Planning, Fixed Annuities, Grandchild Gifting, Income Protection, Legacy Planning, Life Insurance..., Long Term Care Insurance, Personal Finance, Retirement Income..., Supplements to Employee..., Wealth Transfer..., Wealth Preservation..., Relationship Management, Seminar Marketing, Sales Operations, Selling, Social Media Marketing, Networking, Problem Solving, Start-ups, Customer Service, Small Business, Event Planning
Education
Berklee College of Music 1976 — 1979
Bachelor of Music in Composition, conducting, film scoring, arranging, orchestration, production
Oregon State University 1973 — 1976
Medford High School 1969 — 1973
New York Life Insurance Company August 2015 - Present
Marcus & Millichap September 2014 - March 2015
Nationwide Financial June 2014 - September 2014
Wayne Webb Columbus bowl August 2013 - April 2014
Vantage Management Group May 2013 - August 2013
Park-Ops May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C
Education
Ohio Dominican University 2009 — 2014
Bachelor's degree , Finance and Financial Management Services
Ohio Dominican University 2011 — 2013
Bachelor's of Science in Business, Finance and Financial Management Services
New York Life Insurance Company September 2014 - Present
ValueOptions (Military One Source) December 2014 - April 2015
D.M. David Tax Services April 1995 - April 2015
H&R Block January 2014 - February 2015
Accountemps June 2014 - January 2015
County College of Morris February 2011 - April 2013
Essex County College November 2011 - March 2013
St. Joseph's Regional Medical Center May 1998 - December 2012
Maxim Healthcare Services January 2005 - February 2007
Memorial Sloan-Kettering Cancer Center April 1982 - May 1997
Skills
Administration, Accounting, Teaching, Healthcare, Curriculum Design, Business Planning, Word, Excel, PowerPoint, Supervisory Skills, Leadership Development, Team Building, Higher Education, Microsoft Excel, Microsoft Word, Project Management, System Administration, Customer Service, Research, Leadership, Analysis, Budgets, Public Speaking, Management, Adult Education, Small Business, Hospitals, Training, Time Management, Microsoft Office
Education
Nyack College 2009 — 2011
MBA, Accounting
Nyack College 2004 — 2006
B.S., Organizational Management
New York Life Insurance Company January 2015 - Present
Go Auto Care January 1998 - January 2015
Skills
Sales Management
Education
Nyack College 2002 — 2015
Organization Management, Non-Profit/Public/Organizational Management
D & J Computers 1995 - Present
Western Business Education Association November 2011 - June 2015
Morrow County School District 1998 - 2015
Oregon Business Education Association July 2011 - June 2012
Meadowood Springs Speech and Hearing Camp July 2003 - July 2011
Echo School District March 1996 - June 1998
Sonshine Christian School August 1990 - June 1995
ABC Preschool and Kindergarten 1976 - 1995
Gould Insurance Agency 1987 - 1988
New York Life Insurance Company 1986 - 1987
Skills
Microsoft Office, Joomla, HTML + CSS, Keyboarding, Piano Performance, Keyboardist, Band Leader, Worship, Blogging, Data Entry, InDesign, Management Consulting, Education, Web Design, Piano, Word Processing, Public Speaking, Dreamweaver, Teaching, HTML, Nonprofits, Instructional Design, Newsletters, Elementary Education, Adult Education, E-Learning, Staff Development, Classroom, Educational Technology, Instructional Technology, Distance Learning, Lesson Planning, Educational Leadership, Teacher Training, Classroom Management, K-12, Coaching, Tutoring, Critical Thinking, Blended Learning, Curriculum Development, Curriculum Design, Technology Integration
Education
National University 1986 — 1988
MBA, Business Administration
Oregon State University 1972 — 1974
M.Ed., Education with minor in Music
Western Oregon University 1968 — 1969
B.A., Music Education with minor in Education
Cascade College 1965 — 1968
Music
Gresham Union High School 1961 — 1965
Diploma
Coachman Energy, LLC February 2015 - August 2015
Western State Colorado University August 2014 - May 2015
New York Life Insurance Company January 2014 - August 2014
Securian Advisors MidAmerica, Inc. July 2011 - December 2013
Oklahoma State University August 2007 - May 2011
First United Bank May 2010 - August 2010
Skills
Oil & Gas, Energy, Petroleum, Natural Gas, Land Management, Energy Management, Finance, Investments, Financial Services, Strategic Financial...
Education
Western State Colorado University 2014 — 2015
Bachelor of Arts (B.A.), Business Administration, Professional Land & Resource Management, Summa Cum Laude
Oklahoma State University 2007 — 2011
Bachelor of Arts (B.A.), Finance
New York Life Insurance Company October 2012 - Present
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Term Life Insurance, Retirement Planning, 401k, Long-term Care, Finance, Financial Analysis, Financial Planning, Social Media
Education
Oklahoma State University 2006 — 2010
Bachelor of Science (BS), Psychology
Jenks High School 2003 — 2006
Northwestern Mutual April 2014 - Present
New York Life Insurance Company March 2013 - December 2013
Olivet College September 2010 - April 2012
Skills
Microsoft Office, Teamwork, PowerPoint, Insurance, Event Planning, Customer Service, Microsoft Word, Time Management, Public Speaking, Creative Writing, Leadership, Life Insurance, Fundraising, Teaching, Microsoft Excel, Social Networking, Social Media
Education
Olivet College 2009 — 2013
Bachelor's degree, Financial Planning and Insurance and Risk Management
Beeman Marketing, LLC May 2010 - Present
New York Life Insurance Company 2008 - 2009
US Army 2000 - 2003
Skills
Marketing Strategy, Sales, Strategic Planning, Sales Management, New Business Development, Marketing, Account Management, Product Marketing, Sales Operations, Direct Marketing, Customer Service, Medical Devices, Team Building, Public Speaking, Healthcare, Selling, Start-ups, Business Planning, Direct Sales, Market Planning, Strategy
Education
Olivet College
BS, General Business, Marketing, Finance
Drive Time 2014 - Present
Charlie's Chocolates & Confections, llc January 2013 - Present
New York Life Insurance Company July 2013 - January 2014
University of Phoenix February 2011 - July 2013
The Home Depot January 2012 - August 2012
University of Phoenix June 2007 - August 2011
University of Phoenix July 2010 - February 2011
University of Phoenix July 2010 - January 2011
Falcon foam March 2005 - April 2007
Department of Corrections October 2002 - March 2005
Skills
Higher Education, Coaching, Admissions, Adult Education, Staff Development, Student Affairs, Supervisory Skills, Event Planning, Teaching, Team Building, Campus, Microsoft Office, Process Scheduler, Instructional Design, Organizational..., Career Counseling, Enrollment Management, Policy, Budgets, PowerPoint, Student Financial Aid, Distance Learning, Organizational..., Data Entry, Data Analysis, Strategic Planning, College Recruiting, Process Improvement, Leadership Development, Resume Writing, Critical Thinking, Training, Curriculum Development, Leadership, Fundraising, Workshop Facilitation, Career Development, Microsoft Word, Conflict Resolution, Public Speaking, Retaining Customers, Academic Advising, Academic Administration, Time Management, Employee Training, Human Resources, Student Recruiting
Education
University of Phoenix 2010 — 2012
MBA, Marketing
University of Phoenix 2007 — 2009
Master's, Education
Old Dominion University 1999 — 2001
Bachelor in Science, Criminal Justice
Dome Financial Services July 2001 - Present
National Life Group July 2014 - Present
Equity Services, Inc. September 2014 - Present
Accordia Life July 2001 - Present
New York Life Insurance Company 1987 - 2001
Jefferson Pilot Financial 1982 - 1987
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Approved Continuing..., Living Benefits, Sales and Marketing, General Manager, Approved Continuing..., Annuities, Investment Advisory, Management, Fixed Annuities, Finance, Strategic Planning
Education
Ohio University 1975 — 1981
BBA, Marketing
Griffin Consulting October 2010 - Present
Discover Financial Services March 2006 - January 2010
New York Life Insurance Company August 2005 - January 2006
Skills
Marketing Strategy, Customer Service, Sales Management, Financial Reporting
Education
Rutgers University 2001 — 2005
Master's degree, Accounting and Computer Science
Oakland Community College 1999 — 2001
Bachelor's degree, Accounting
New York Life Insurance Company September 2009 - November 2012
Northwestern Mutual July 2008 - September 2009
Wells Fargo June 2002 - June 2004
Skills
Fixed Annuities, Retirement Planning, Term Life Insurance, Long-term Care, Whole Life, Banking, Opening New Accounts, Auto Loans, Home Equity Loans, Small Business, Lines Of Credit
Education
Oregon State University
Business Administration and Management, General
Thrivent Financial December 2011 - June 2014
COUNTRY Financial® September 2010 - November 2011
New York Life Insurance Company May 2007 - August 2010
Telent LLC December 1997 - April 2007
A.B. Dick Company April 1989 - November 1997
Skills
Finance, Insurance, Strategic Planning, Financial Services, Customer Service, Small Business, Leadership, Sales, Investments, Disability Insurance, Team Building, Financial Analysis, Long Term Care Insurance, Fixed Annuities, Life Insurance, Long-term Care, Budgets, Risk Management, Mutual Funds
Education
Oakton Community College
Victaulic February 2015 - Present
Victaulic November 2012 - February 2015
Yahoo! March 2011 - November 2012
College Pro Painters January 2010 - November 2010
New York Life Insurance Company July 2008 - January 2010
College Pro Painters June 2003 - October 2007
Skills
Sales, Leadership, Recruiting, Franchising, Entrepreneur, Advertising, Marketing Strategy, Customer Relations, Coaching, Integrated Marketing, Marketing, Customer Service, Digital Marketing, Online Advertising, Lead Generation, Management, Entrepreneurship, B2B, Cold Calling, Time Management, Business Development, Strategy, Competitive Analysis, Account Management, Online Marketing
Education
Oregon State University 2003 — 2010
BS, General Science, Pre Education
MARC Radio Group February 2011 - Present
New York Life Insurance Company December 2009 - February 2011
Monarch Broadcasting December 2007 - December 2009
Education
Oklahoma City University 1997 — 1999
BS, Mass Communications
Western Oklahoma State College 1994 — 1996
AA, Music
Citi June 2015 - Present
Direct General Insurance August 2013 - June 2015
New York Life Insurance Company July 2011 - August 2013
T-Mobile August 2005 - July 2011
Bisk Education May 2003 - August 2005
Congregation Beth Am 1999 - 2003
Skills
Employee Relations, Performance Management, Benefits Administration, Leave Administration, Talent Acquisition, Onboarding, Recruiting, Human Resources, FMLA, New Hire Orientations, Training, Employment Law, Temporary Placement, Conflict Resolution, Career Development, Interviews, Policy, Leadership, Succession Planning, Coaching, Workforce Planning, Employee Benefits
Education
University of South Florida 1999 — 2003
BS, Business Management
Oklahoma State University 1997 — 1999
Business
Synergy Group Benefits, Inc., division of Synergy Solutions Group of Virginia August 2015 - Present
Synergy Solutions Group of Virginia, Inc. March 2015 - Present
Brown and Brown Insurance August 2010 - March 2015
Synergy Benefits, Inc. February 2001 - August 2010
Gwinn & Associates, Inc. December 1998 - February 2001
New York Life Insurance Company September 1997 - December 1998
Sughrue Mion PLLC July 1996 - September 1997
Skills
Employee Benefits, Insurance, Health Savings Accounts, Health Insurance, Disability Insurance, Brokers, Strategic Planning, Life Insurance, New Business Development, Workers Compensation, CRM, Customer Retention, Claim, Managed Care, Term Life Insurance, Business Planning, Commercial Insurance, 401k, Long-term Care, Risk Management, Benefits Administration, COBRA, Long Term Care Insurance, Medicare, Customer Service, Voluntary Employee...
Education
Old Dominion University 1991 — 1995
BA, History & Political Science
Gar-Field High School 1986 — 1990
High School
Vista Golf Course July 2010 - Present
The Home Depot September 2009 - January 2011
New York Life Insurance Company January 2008 - September 2009
Big Dawg Farms Landscaping LLC 1995 - 2008
Skills
Golf, Event Management, Construction, Inventory Management, Public Speaking, Strategic Planning, Customer Relations, New Business Development, Golf Courses, Customer Service, Sales Management, Microsoft Office, Advertising, Online Marketing, Renovation, Public Relations, Negotiation, Fundraising, Event Planning, Business Planning, Golf Course Management, Landscaping, Sales, Management, Landscape Design, Horticulture, Team Building, Marketing Strategy, Marketing, Account Management, Social Media, Social Media Marketing, Microsoft Word, Budgets, Time Management, Selling, Small Business, Social Networking, Retail, Garden, Merchandising, Irrigation, Club, Sports, Golf Instruction, Operations Management, Hospitality, Sports Marketing, Tournaments, Coaching
Education
The Ohio State University 1993 — 1997
Bachelor of Science, Horticulture
Ohio University-Zanesville Campus 1993 — 1994
Allstate Financial Services, LLC September 2014 - Present
New York Life Insurance Company June 2011 - September 2014
Candidates on Demand April 2007 - January 2009
Response June 2004 - March 2007
Woodbury Personnel 2002 - June 2004
Skills
Recruiting, Financial Services, Insurance, Applicant Tracking..., Staffing Services, Employee Benefits, Talent Acquisition, Leadership, Time Management, Human Resources, Training, Mutual Funds, Risk Management, Sourcing, Executive Search
Education
Old Dominion University
Ward Melville
New York Life Insurance Company January 1995 - Present
Gillson Financial Group June 1992 - Present
Skills
Insurance, Investments, Retirement Planning, Portfolio Management, Strategic Planning, Fixed Annuities, Series 7, Customer Service, Public Speaking, Microsoft Office, Mutual Funds, Disability Insurance, Financial Analysis, Estate Planning, Event Planning, Equities, New Business Development, Strategic Financial..., Microsoft Excel, Wealth Management, Investment Strategies
Education
Ohio Northern University 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
New York Life Insurance Company August 2001 - Present
McClain Financial August 2001 - Present
Education
Oklahoma City University 1987 — 1990
BS, Mass Communications
America's CAR-MART, Inc. October 2013 - Present
America's CAR-MART, Inc. February 2013 - October 2013
America's CAR-MART, Inc. November 2012 - January 2013
Hilti April 2010 - October 2012
Hilti October 2008 - April 2010
Hilti April 2004 - October 2008
New York Life Insurance Company June 2002 - April 2004
Outreach Technologies July 2001 - June 2002
Skills
SAP, Team Building, Account Management, Customer Service, Selling, B2B, Microsoft Excel, SAP CRM, Excel, Business Analysis, Customer Relations, Customer Satisfaction, Word, PowerPoint, Microsoft Office, Access, Outlook, Teamwork, Sales Support, Problem Solving, Territory Management, Microsoft Word, Sales Operations, Sales Process, Training, Sales, Analysis, Contract Negotiation, Software Documentation, Cold Calling, Forecasting, Sales Management, Inventory Management, Leadership, Negotiation, Team Leadership, Sales Force Development, New Business Development, Direct Sales
Education
Oklahoma State University 2008 — 2012
MBA, Master of Business Administration, 3.6 / 4.0
University of Tulsa 1996 — 2001
BS, Chemistry
Owasso high school 1992 — 1996
McLean Insurance Agency January 2001 - Present
Koch Insurance January 1984 - January 1999
New York Life Insurance Company March 1978 - January 1982
Education
Old Dominion University 1967 — 1970
Geology
X2nSat Inc. September 2015 - Present
New York Life Insurance Company June 2013 - February 2015
SOI, Inc. November 2009 - April 2012
TriNet September 2007 - August 2008
ADP TotalSource May 2006 - May 2007
Administaff January 2001 - May 2006
DMX, Inc. (Formerly DMX Music) January 1998 - July 2000
Crows Nest Entertainment, Inc. March 1995 - January 1998
AEI Music Network, Inc. January 1994 - March 1995
AEI Music Network, Inc. 1986 - 1993
Skills
Selling, Sales, 401k Rollovers, Retirement Planning, Cold Calling, Licensed Life Insurance..., Estate Planning, Sales Management, Wealth Preservation..., Annuity Sales, Asset Protection, Key Person Protection
Education
Oregon State University 1977 — 1981
Bachelor of Science (B.S.), Marketing, Behavorial Sciences
New York Life Insurance Company August 1990 - Present
New York Life Insurance Company October 1985 - July 1990
Education
Oklahoma State University
The American College
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2012 - March 2015
New York Life Insurance Company June 2011 - July 2012
New York Life June 2006 - June 2011
Skills
Recruiting, Retirement Planning, Series 63, Insurance, Investments, Financial Analysis, Sales, Customer Service, Cold Calling, Asset Managment, Fixed Income, Microsoft Excel, Banking, Financial Modeling, Marketing, Asset Management, Business Analysis, Financial Services, Fixed Annuities, Mutual Funds, Strategic Financial..., Financial Planning
Education
Ohio University 2002 — 2006
B.S., Pre-Law, Political Science
PNC Financial Services Group August 2010 - January 2013
Ariba October 2008 - August 2009
New York Life Insurance Company January 2001 - January 2008
New York Life Insurance Company January 2001 - January 2002
Education
LUTCF and cLTC designations, The American College
Ohio University
Bachelor's, Business Administration
New York Life Insurance Company January 2014 - Present
Aprique Gallery June 2011 - January 2014
Crossroads Art Center March 2000 - March 2012
Skills
Visual Arts, Painting, Curating, Galleries, Fine Art, Contemporary Art, Art, Mixed Media, Art History, Art Education, Oil Painting, Museums, Abstraction, Modern Art
Education
Virginia Commonwealth University 1997 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Old Dominion University 1995 — 1997
English Language and Literature/Letters
New York Life Insurance Company November 1996 - Present
NYLIFE Securities LLC November 1996 - Present
Michael C. Quilter, CPA June 1983 - September 2011
Jefferson Savings Bank January 1990 - September 1996
Franklin Federal Savings & Loan Association May 1976 - December 1984
Skills
Annuity Sales, Asset Protection, CLU, Insurance, Investments, Licensed Life Insurance..., Retirement, Wealth Preservation..., 401(k) Rollovers
Education
The American College 2005 — 2008
ChFC, Finance and Financial Management Services
The American College 1999 — 2001
CLU, Finance and Financial Management Services
Ohio Northern University 1967 — 1971
Bachelor of Arts (B.A.), Accounting and Finance
New York Life Insurance Company September 2005 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Mutual Funds, Long Term Care Insurance
Education
Oregon State University
New York Life Insurance Company January 2003 - Present
MetLife September 1993 - January 2003
Skills
Retirement Planning, Mutual Funds, IRAs, Fixed Annuities, Retirement, College Savings Plans, Series 63, Series 6, Securities, Roth IRA, Variable Annuities, 401k Rollovers, Long Term Care Insurance, Customer Service, Investments
Education
Oklahoma State University 1969 — 1972
Communication, Journalism, and Related Programs
Landry-Stadler and Associates January 2012 - Present
Ohio National Financial Services January 2012 - Present
New York Life Insurance Company January 2009 - January 2012
Skills
Insurance, Strategic Financial..., Disability Insurance, Financial Planning, Leadership, Management, Health Insurance, Employee Benefits, Investments, Financial Modeling, Sales Management, Direct Marketing, Marketing Strategy, Strategic Planning, New Business Development, Team Leadership, Business Analysis, Process Improvement, Team Building, Account Management, Microsoft Excel
Education
Ohio University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
WIN Ranch March 2014 - Present
New York Life Insurance Company January 2010 - February 2014
New York Life April 2004 - January 2010
New York Life January 2000 - April 2004
Skills
Leadership, Financial Recruiting, Motivational..., Coaching, Training Leadership, Persuasive Presentation..., Outstanding..., Communication Skills..., Management, Financial Services, Sales Management, Retirement Planning, Life Insurance, Retirement, Financial Advisory, Sales, Securities, IRAs, Fixed Annuities, Long Term Care Insurance, 401k, Term Life Insurance, Series 6, Estate Planning, Disability Insurance, Long-term Care, Insurance, Mutual Funds, Roth IRA, Financial Planners, College Savings Plans, Series 7, Wealth Management, Strategic Financial..., Wealth, Series 63, Universal Life, Wealth Accumulation, Investments, Whole Life, 401k Rollovers, Asset Allocation, Investment Advisory, Investment Strategies, Personal Finance, Variable Annuities, Employee Benefits, FINRA, Health Insurance, Pensions
Education
Oklahoma State University 1971 — 1977
BS, Animal Science
Long Island Jewish Medical Center 2014 - Present
Kramer School of Nursing August 2012 - December 2013
FundQuest 2006 - 2010
New York Life Insurance Company 2005 - 2006
Skills
Nursing, Nursing Care, Healthcare, Medical/Surgical, Health Education, Mutual Funds, Portfolio Management, Equities, Fixed Income, Asset Management, Software Documentation
Education
Oklahoma City University 2012 — 2013
Bachelors of Science, Registered Nursing/Registered Nurse
University of Massachusetts Boston 2000 — 2005
BA, Economics
MetLife Financial Services April 2007 - Present
New York Life Insurance Company April 2001 - April 2007
Skills
IT Strategy, Program Management, Requirements Analysis, Risk Management, SDLC, Management, Offshoring, Business Process..., SharePoint, Software Project..., Business Analysis, Governance, Sybase, Business Continuity, Scrum, Investments, Fixed Income, Outsourcing, Derivatives, Organizational..., SaaS, Strategy, Financial Services, Software Development, Mobile Applications, SQL, Leadership, SOA, Team Management, Project Management, Analysis, Websphere, Information Technology, Web Services
Education
Oklahoma State University 1992 — 1995
MS, Computer Science
New York Life Insurance Company January 2014 - Present
Operation Breaking Through 2009 - Present
Centura College February 2012 - May 2013
BTTW Warranty February 2010 - May 2012
United Services Automobile Association (USAA) May 1998 - September 2009
Lillian Vernon October 1996 - May 1998
Skills
Team Building, Customer Service, Public Speaking, Training, Customer Satisfaction, Direct Sales, Workshop Facilitation, Leadership Development, Accounting, Training & Development, Microsoft Office, Community Outreach, Team Leadership, Event Planning, Staff Development, Nonprofits, Insurance, Employee Training, Finance, Telecommunications, Critical Thinking, Creative Writing, Technical Writing, Speech Writing, Analysis, Data Analysis, Thinking Outside The Box, Quick Thinker, Event Management, Strategic Financial..., Volunteer Management, Theology, Troubleshooting, PowerPoint, Microsoft Word, Fax, Financial Planning, Leadership, Small Business, Social Media, Marketing, Sales, Social Networking
Education
Old Dominion University
Bachelor of Arts, History
The Institutes 2000 — 2001
Associate, Insurance Services
New York Life Insurance Company November 1987 - Present
Centrex Phone Operator September 1993 - May 1997
Skills
Customer Service, Microsoft Office, Leadership, Sales, Financial Analysis, Finance, Insurance, Risk Management, Project Management, Marketing
Education
Nyack College
Howell Financial Services PresidentHowell FInancial Services1994 - Present
Eagle Strategies, LLC 1996 - Present
NYLIFE Securities 1994 - Present
New York Life Insurance Company 1994 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Permanent Life Insurance, Retirement Planning, Risk Management, Succession Planning, Wealth Preservation...
Education
Oklahoma State University 1980 — 1984
Bachelor's Degree, Marketing
Waithing For A Better Offer July 2010 - Present
Reinke Pasco, Inc February 2005 - July 2010
Westmark Industries, Inc July 1992 - January 2005
New York Life Insurance Company November 1987 - November 1992
Oxnam Farms June 1972 - December 1988
Bob Oxnam Contracting June 1980 - February 1988
Skills
Sales Trainer, Public Speaker, Golf duffer, Tactical Planning, Strategic Partnerships, Implementing Processes, Sales Management, Sales Operations, Sales Process, Operations Management, Home Improvement, Mechanical Apptitude, Cold Calling, Territory Management, Strategic Planning, Management
Education
Oregon State University 1968 — 1971
BS Economics, Business Administration, Economics, Government
Treasure Valley Community College 1966 — 1968
Associate of Science, Business Administration
UAV Pro, Inc. August 2011 - Present
New York Life Insurance Company August 1997 - January 2012
Skills
UAV, Program Management, Risk Management, Military Operations, Command, Military, Integration, Training, Leadership, Unmanned Vehicles, Management, Engineering, Insurance, Security Clearance, Military Experience, Team Building, Team Leadership, DoD, Human Resources, Proposal Writing, Analysis, Process Improvement, Policy, Earned Value Management, Government, Business Process..., Information Assurance, Requirements Management, Employee Benefits, Operational Planning, Budgets, Leadership Development, Project Planning, Operations Management, Strategy, Security, Risk Assessment, Cross-functional Team..., Army, Strategic Planning, Organizational...
Education
Oklahoma State University 1985 — 1989
Bachelor of Science, Animal Science and Business
New York Life Insurance Company August 2011 - Present
Education
Ohio University 2008 — 2011
New York Life Insurance Company February 2012 - Present
Skills
Creative Writing, Microsoft Office
Education
Oakton Community College 2010 — 2012
Crean and Associates January 1990 - Present
New York Life Insurance Company December 1990 - February 1994
Joann fabrics January 1986 - November 1990
Skills
Customer Relations, Customer Service, Strategic Planning, Insurance, Financial Planning, Healthcare, Team Building, Financial Advisory, Negotiation, Management, Small Business, Leadership, Strategic Financial..., Budgets, Contract Negotiation, Sales Management, Coaching, New Business Development
Education
Ohio University
Lowe's Home Improvement August 2006 - Present
J T Mortgage August 2004 - August 2006
Premier Insurance - Salem, OR January 2001 - August 2005
Allstate Insurance Agency November 1998 - January 2001
New York Life Insurance Company July 1996 - October 1998
Valley Welding Supply Co. May 1983 - June 1996
Mill Supply Corporation June 1981 - May 1983
Education
Oregon State University 1976 — 1981
BS, Business Admin., Forestry Minor
Southern Oregon University 1970 — 1971
Pacific University 1967 — 1969
Mathematics
Global Century Insurance Brokers, Inc. August 2012 - January 2015
Global Century Insurance Brokers, Inc. November 2011 - August 2012
World Financial Group (WFG) April 2011 - October 2011
New York Life Insurance Company January 2009 - June 2010
Skills
Accounting, Financial Accounting, Accounts Receivable, Accounts Payable, Commission, Invoicing, Spreadsheets, Bookkeeping, Journal Entries, General Ledger, Microsoft Office, Adobe Acrobat, QuickBooks, ImageRight, Electronic Filing, Filing, Vertafore Agency System, SAP, US GAAP, Financial Statements, NetSuite, Payroll, Fax
Education
University of Phoenix 2012 — 2014
Master's Degree, Accounting
San Jose State University 2008 — 2010
Bachelor of Science (B.S.), Business Administration
Ohlone College 2005 — 2008
Associate of Arts (A.A.), Business Administration
US Banccorp October 2013 - Present
Verizon May 2013 - October 2013
Sports Authority March 2013 - June 2013
New York Life Insurance Company December 2012 - February 2013
Kohl's Department Stores October 2012 - January 2013
Dairy Queen April 2007 - September 2012
Skills
Customer Service, Microsoft Excel, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Retail, Food Service, Leadership, Team Leadership, Customer Satisfaction, Management, Cashiering, Sales, Outlook, Food, Restaurants
Education
Oregon State University 2009 — 2011
BS, Finance, General
Treasure Valley Community College 2007 — 2009
AAOT, Business Administration and Management, General
New York Life Insurance Company March 2015 - Present
Anchor Insurance Services Inc August 2013 - October 2014
Nationwide Insurance March 1977 - June 2012
ADS Inc. June 1975 - March 1977
Skills
Property & Casualty..., Insurance, "Happy is the one who..., Mortgage Lending, Policy, Negotiation, Selling, Real Estate, Sellers, Property, Claim, Investments, Underwriting, Investment Properties, Investors, Commercial Real Estate, Short Sales, REO, Condos, Residential Homes
Education
Oglethorpe University 1971 — 1975
BBA, Bachelor of Business Administration
Oglethorpe University
Bachelor of Business Administration (B.B.A.)
HealthSpan Integrated Care/HealthSpan Physicians October 2014 - Present
HealthSpan Integrated Care May 2013 - August 2014
Kaiser Permanente January 2012 - April 2013
Kaiser Permanente February 2010 - December 2011
New York Life Insurance Company April 2009 - February 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Healthcare, Customer Service, Program Management, Training, Analysis, Forecasting, Management
Education
Ohio University 2005 — 2008
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company January 2010 - Present
Convergys July 2008 - July 2009
Qwest April 2006 - July 2008
Convergys January 1996 - April 2006
Skills
Sales Management, Life Insurance, Finacial Management, Management, Call Centers, Operations Management, Project Management, Account Management, Call center start-up, Telecommunications..., Telecommunications...
Education
Ogden-Weber Applied Technology College 1994 — 1995
J C Penney Co December 2014 - Present
New York Life Insurance Company 1994 - 2013
The Book Center January 1986 - April 1994
Skills
Operations Management, Sales Management, Retail Sales, Customer Service, Supervisory Skills, Problem Solving, Organizational..., Team-oriented, Sports Coaching, Financial Planning, Insurance, Program Management, Teamwork
Education
Ohio Wesleyan University 1974 — 1977
Bachelor's degree, Health and Physical Education/Fitness